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Concept case study

Estudio Rivera

An integral solution to capture, qualify and support commercial opportunities inside a professional services firm.

Sector

Consulting · Professional services

Focus

Lead capture · CRM · Commercial automation

Outcome

A system to turn inquiries into valuable relationships

Digital ecosystem

An outward-facing experience and the system that supports it from within.

Landing institucional de Estudio Rivera

Judgment and trust

The institutional experience presents the firm with a refined identity and naturally guides visitors toward an inquiry.

Proceso de captación inteligente de Estudio Rivera

An inquiry with context

The form gathers information, qualifies the opportunity and allows scheduling a meeting or continuing through WhatsApp.

CRM comercial de Estudio Rivera

Follow-up without lost opportunities

The CRM organizes inquiries, meetings, proposals and automations to support every commercial relationship.

Objetivo

Digitize the complete commercial process, from the first inquiry to follow-up on every opportunity.

Estudio Rivera was not planned as an isolated institutional site. The solution integrates smart forms, qualification, scheduling, CRM, WhatsApp and automations.

Growth and operations

A refined client-facing experience and a precise commercial system for the team.

The public presence communicates judgment and trust. Behind it, the architecture organizes opportunities, owners, meetings, proposals and next steps.

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Solution architecture

A system designed as a connected set of experiences, data and operations.

01

Smart capture

Forms that collect context and qualify each inquiry from the start.

02

Commercial CRM

Pipeline, owners, value and activity visible to the full team.

03

Schedule and WhatsApp

Meetings, reminders and follow-up integrated into the journey.

04

Automations

Tasks and communications triggered by stage, interest and behavior.

Principles
01

Trust

02

Opportunity

03

Follow-up

04

Conversion

Outcome

Una infraestructura comercial diseñada para generar oportunidades y sostener relaciones de largo plazo.

Estudio Rivera evidencia que Webia puede diseñar soluciones orientadas al crecimiento: estrategia, experiencia, automatización y tecnología trabajando sobre un proceso de negocio completo.

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