Incentro España
Partner since
2024
Locations
Spain
Languages
English
Spanish
About Incentro España
We turn your challenges into a clear, usable system: real-time visibility, smooth workflows and solid integrations. All handcrafted by real people. ♥
Expertise & focus areas
We’re cloud architects and builders with a strong focus on integrations and custom apps on monday. We connect systems, data and creativity to build solutions that are both beautiful and scalable. :) Our sweet spots: AECO, Pharma, Travel and Startups.
Why work with us
People first, technology as a tool. We listen, co-design and stay close until everything works for real. We integrate, automate and support adoption with care. Our goal: for every team to fall completely in love with their monday.
People
3
Néstor Cortés
Product Consultant, Incentro España.
A rock-loving guide who connects from the first chord. In your monday, he cuts noise, helps you focus and keeps things in sync.
Spain
Spanish. English.
Francisco Pardo
Product Consultant, Incentro España.
Another rocker in the room, technical and precise. In your monday, he builds integrations, automates workflows and keeps it show-ready.
Spain
Spanish. English.
Elena Miera
Account Manager, Incentro España.
A tireless traveller always chasing new routes. In your monday, she opens up unexpected paths to take your teams even further.
Spain
Spanish. English.
Services
Setup & Configuration
Full setup of monday.com, tailored by experts to your unique business needs.
Data Migration
Seamlessly migrate your existing data from other platforms to monday.com.
Workflow Optimization
Optimize and streamline your existing workflows for maximum efficiency.
App solutions
Build custom applications and integrations to extend monday.com functionality.
Automations
Automated workflows that reduce manual work and increase efficiency.
Strategy & Planning
Strategic consulting and planning to optimize your processes.
Training & Enablement
Comprehensive programs and guidance to ensure your team adopts monday.com effectively.
AI Enhancement
Leverage AI to enhance your workflows and automate complex processes.
Integrations
Connect monday.com with your existing tools and third-party applications.
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"description": "<h2>1. Client context<br></h2><p><strong>Soultec</strong> is an architecture and engineering firm specialised in executing and coordinating technical projects across multiple locations. Their work blends planning and documentation with extensive on-site activity: visiting facilities, supervising progress, coordinating suppliers and recording updates directly from the field.<br></p><p>This model requires a tool that supports <strong>real-time updates</strong>, coordinates travel and resources and keeps projects <strong>visible and manageable from anywhere</strong>.<br></p><h2>2. The challenge<br></h2><p>The team needed a solution that would allow them to:</p><p></p><ul><li><p><strong>Update tasks and progress directly from the field</strong>, without relying on a computer.</p></li><li><p><strong>Register documents and photos</strong> for each project phase.</p></li><li><p><strong>Plan timing, travel and schedules</strong> across locations.</p></li><li><p><strong>Coordinate responsibilities and availability </strong>clearly and centrally.</p></li><li><p>Notify admin of <strong>billing milestones </strong>at the right time.</p></li><li><p>Give management a <strong>real, reliable view</strong> of project progress.</p></li></ul><p></p><p>The previous tool wasn’t keeping the team engaged, which made it hard to get an accurate, up-to-date view of project status and workload.</p><h3><br>3. The solution</h3><p><br>We designed a project operating system in <strong>monday Work OS </strong>fully adapted to Soultec’s real workflow:</p><p></p><ul><li><p>Full project management: phases, tasks, owners and documentation always visible.</p></li><li><p>Key use of the mobile app, allowing the team to:<br>• Update progress directly from the field<br>• Upload photos, reports and documents by phase<br>• Close tasks without needing the office</p></li><li><p>Operational calendar and resource planning to coordinate travel and team availability.</p></li><li><p>Automations for billing milestones that notify admin when to proceed.</p></li><li><p>Dashboards for management with a reliable view of the full project portfolio.</p></li></ul><p></p><p>Alongside the technical setup, we supported the team with <strong>hands-on training</strong> focused on real usage, especially mobile and on-site operations. This ensured stable adoption and seamless integration into their day-to-day work.</p><h3><br>4. Results & impact<br></h3><ul><li><p>The system is <strong>updated directly from the field</strong>, with no extra effort.</p></li><li><p>Information reflects the <strong>real project status</strong>, not an outdated version.</p></li><li><p><strong>More accurate planning</strong> of schedules, resources and locations.</p></li><li><p><strong>Billing milestones are triggered on time</strong>, reducing delays and rework.</p></li><li><p>Management receives <strong>reliable, up-to-date reports</strong> for better decisions.<br></p></li></ul><h3>In summary<br></h3><p>The change wasn’t just technological. By updating directly from the field and unifying planning in one place,<strong> information became reliable, shared and actionable</strong>. Coordination between site and office became easier, billing aligned with real progress and leadership gained a clear view of the entire portfolio. In short, management shifted from reactive to continuous and operational, with better predictability and control.</p>",
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"quote": "“What made the difference was how they supported us. With our previous tool we felt quite alone: if something didn’t fit, we adapted however we could. Here it was the opposite. They listened to how the process actually works on site, understood our specifics and adapted the solution to the way we really operate. The training was practical and close, and they’re still available to help us adjust and improve. You can tell when a partner is truly present.”",
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"description": "<h2>1. Client context</h2><p><br><strong>Activacar</strong> is a company specialized in electric mobility and EV charging solutions. Their day-to-day operations involve coordinating marketing, sales, operations and installation teams while managing a growing volume of customers, opportunities and operational processes.<br></p><p>As the business evolved, the company needed a more connected and scalable way of working. Much of the information and coordination between teams relied on manual follow-ups, emails and disconnected tools. This created duplicated work, reduced visibility across departments and made it difficult to track the real status of each customer or installation.</p><p><br>Reporting was also time-consuming. Building KPI reports required manually consolidating information from different sources, making it hard to maintain a real-time and reliable view of the business.</p><p></p><p>At the same time, Activacar needed a secure way to collaborate with external installers without exposing sensitive operational information.<br></p><h2>2. The challenge</h2><p><br>Activacar needed to move towards a more connected, visible and efficient operational model. Their main needs fell into five areas:<br></p><ul><li><p><strong>A unified workspace</strong> connecting marketing, sales, operations and installations.</p></li><li><p><strong>Cross-team visibility</strong> across the entire customer and operational lifecycle.</p></li><li><p><strong>Higher operational efficiency</strong> with fewer repetitive manual processes.</p></li><li><p><strong>Real-time reporting and KPI tracking</strong> without manual consolidation.</p></li><li><p><strong>Secure collaboration with external installers</strong> through advanced permissions and controlled access.<br></p></li></ul><p>In other words: <strong>one intelligent and connected system where teams, processes and information could work together naturally.</strong><br></p><h2>3. The solution</h2><p><br>We started by understanding how Activacar’s teams actually worked: how information moved between departments, where bottlenecks appeared, which processes were repetitive and which actions consumed unnecessary time. From there, we redesigned the operational workflows and built a centralized solution based on <strong>monday CRM</strong>, connecting the full customer journey from lead generation to installations and operations.</p><p><br>The solution included:<br></p><ul><li><p>A <strong>fully connected operational environment</strong> shared across marketing, sales, operations and installations.</p></li><li><p><strong>Automated workflows</strong> to move opportunities between stages, trigger follow-ups and synchronize information between teams automatically.</p></li><li><p><strong>Advanced permissions and dedicated views</strong> for external installers, ensuring secure collaboration without exposing sensitive business information.</p></li><li><p><strong>Real-time dashboards and reporting</strong>, connected with Looker Studio for centralized KPI tracking.</p></li><li><p><strong>AI-powered capabilities</strong> to support KPI structuring, board connectivity, B2B prospecting and commercial follow-up automation.</p></li></ul><p><br>Alongside the technical implementation, we also supported Activacar throughout the adoption process, helping teams integrate the new workflows naturally into their day-to-day operations.<br></p><h2>4. Results</h2><p></p><ul><li><p><strong>More than 50 KPIs automated</strong> and connected in real time.</p></li><li><p><strong>Significantly less manual work</strong> between departments thanks to workflow automation.</p></li><li><p><strong>Faster coordination between teams</strong>, with marketing, sales and operations working from the same environment.</p></li><li><p><strong>Greater operational visibility</strong>, making it easier to track customers, installations and opportunities in real time.</p></li><li><p><strong>More reliable reporting</strong>, replacing manual consolidation with live dashboards and connected data.</p></li><li><p><strong>Secure collaboration with external installers</strong> while maintaining full control over sensitive information.</p></li><li><p><strong>Fast internal adoption</strong> thanks to monday CRM’s usability and a guided implementation process.</p></li></ul><p></p><h2>In summary</h2><p></p><p>Together with Activacar, we didn’t just implement monday CRM. We helped transform disconnected processes into a connected operational ecosystem where teams, workflows and information move faster, more clearly and more efficiently.</p>",
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