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    Scenarios

    The right topic, at the right time.

    A radar spots an opportunity, a risk or a reminder. Skills take it from there.

    Book a demo
    ScenariosNew campaign

    Pick a scenario or create one.

    Marc sets an objective

    Detect, then act.

    A scenario pairs a radar, which spots a situation in your data, with one or more skills that respond to it. Build them one by one, or let a campaign generate them from an objective.

    RadarsCampaigns

    Radars

    01

    Three kinds of signals

    Opportunity, risk or reminder: every radar knows what it's looking for.

    RadarContinuous
    Opportunity

    Dormant cash

    Risk

    Late client payments

    Reminder

    VAT deadline

    ConditionsCash > 3 months of costsFor more than 6 months
    02

    Create radars in one sentence or from the library

    Describe the situation in one sentence, or start from a ready-made radar.

    RadarContinuous

    Warn me if a client goes past 60 days payment terms

    Library

    Dormant cash

    CFE deadline

    Owner's pay

    VAT threshold exceeded

    03

    Continuously, across the portfolio

    Radars run constantly on your data, not once a month.

    RadarContinuous
    1 240files scanned
    7signals found
    Last scan 4 min ago
    RadarContinuous
    Opportunity

    Dormant cash

    Risk

    Late client payments

    Reminder

    VAT deadline

    ConditionsCash > 3 months of costsFor more than 6 months

    Campaigns

    01Objective

    Campaign
    Generate scenarios

    02Generated scenarios

    Generated by Saveria
    RadarOpportunity
    Cash > 3 months of costs
    SkillsInvestment proposalEngagement letter
    5 files
    Generated by Saveria
    RadarOpportunity
    Surplus after year-end
    SkillsYear-end meetingInvestment proposal
    4 files
    Generated by Saveria
    RadarOpportunity
    Owner with growing savings
    SkillsWealth assessmentInvestment proposal
    3 files

    03Results

    12 files detected10 missions signed

    One objective, many scenarios

    State a commercial objective, Saveria generates the scenarios to reach it.

    Target the right segment

    Use CRM data to reach the right clients.

    Measure results

    Detected, proposed, signed: follow every campaign through to fees.

    Opteam Compta

    0

    Clients detected

    0

    Clients signed

    “From our very first Saveria campaign, we identified 12 clients sitting on dormant cash, and 10 of them signed up for a placement solution with our partner. A concrete gain for them, and value they associate directly with the firm. We can’t wait to launch more!”

    Mickael Alibert/Opteam Compta

    Skills

    Your expertise, multiplied.

    CRM

    Everything about your clients, in one place.

    Your next chapter, with Saveria.

    Let’s see what Saveria can do for your firm.

    Book a demo