{"id":116,"date":"2018-06-14T09:31:02","date_gmt":"2018-06-14T09:31:02","guid":{"rendered":"https:\/\/portal.winmentor.ro\/wordpress\/?page_id=116"},"modified":"2025-01-27T10:56:21","modified_gmt":"2025-01-27T08:56:21","slug":"crm","status":"publish","type":"page","link":"https:\/\/portal.winmentor.ro\/wme\/produse\/crm\/","title":{"rendered":"CRM"},"content":{"rendered":"<p>Modulul\u00a0<b>CRM\u00a0<\/b>(Customer Relationship Management) gestioneaz\u0103 rela\u0163iile cu clien\u0163ii, cu <span style=\"color: #4682b4;\">lead<\/span>-urile, av\u00e2nd posibilitatea de a urmari un istoric al fiecarui client privind oportunita\u0163ile, ofertele, comenzile, contractele, facturile, task-urile, email-urile de pe acel partener.<\/p>\n<ul class=\"unorderedList paragraph_list\">\n<li>\u00cen cadrul\u00a0<span style=\"color: #4682b4;\">campaniilor de marketing<\/span>\u00a0se face analiza costurilor estimate \u015fi a celor reale prin confruntarea cu documentele de intrare, comenzi, bonuri de consum.<\/li>\n<li>\u00cen cadrul\u00a0<span style=\"color: #4682b4;\">oportunit\u0103\u0163ilor\u00a0<\/span>se pot defini toate etapele de negociere cu un anumit client, de la prezentare \u0219i p\u00e2n\u0103 la v\u00e2nzare\/pierderea acelui partener. Din oportunitate \u00een stadiul de ofertare se poate genera oferta c\u0103tre client, iar din stadiul de negociere se genereaz\u0103 comanda client \u015fi\/sau contractul de tip abonament.<\/li>\n<li>Planificarea activit\u0103\u0163ilor agen\u0163ilor \u00een cadrul firmei poate fi \u00eenregistrat\u0103\/verificat\u0103 \u015fi cuantificat\u0103 cu ajutorul task-urilor. Modulul permite verificarea automat\u0103 a disponibilit\u0103\u0163ii unui angajat la locarea lui pe un task, \u00een func\u0163ie de alte task-uri deschise sau nerezolvate alocate respectivului utilizator, nerezolvate precum \u015fi num\u0103rul de ore disponibile\/zi. \u00cen momentul \u00eencheierii unui task, modulul permite generarea unui\u00a0<span style=\"color: #4682b4;\">deviz de servicii<\/span>.<\/li>\n<li>\u00cen cadrul firmei, agen\u0163ii pot fi avertiza\u0163i prin mesaje sau email-uri dac\u0103 se apropie un termen de execu\u0163ie peste un anumit num\u0103r de zile \u015fi li se poate urm\u0103ri activitatea \u015fi gradul de \u00eenc\u0103rcare prin urm\u0103rirea task-urilor pe fiecare persoan\u0103 \u00een parte.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Modulul\u00a0CRM\u00a0(Customer Relationship Management) gestioneaza rela\u0163iile cu clien\u0163ii, cu\u00a0lead-urile, av\u00e2nd posibilitatea de a urmari un istoric al fiecarui client privind oportunita\u0163ile, ofertele, comenzile, contractele, facturile, task-urile, email-urile de pe acel partener.<\/p>\n","protected":false},"author":1,"featured_media":870,"parent":23,"menu_order":6,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"tags":[],"class_list":["post-116","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CRM - WinMENTOR ENTERPRISE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/portal.winmentor.ro\/wme\/produse\/crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM - WinMENTOR ENTERPRISE\" \/>\n<meta property=\"og:description\" content=\"Modulul\u00a0CRM\u00a0(Customer Relationship Management) gestioneaza rela\u0163iile cu clien\u0163ii, cu\u00a0lead-urile, av\u00e2nd posibilitatea de a urmari un istoric al fiecarui client privind oportunita\u0163ile, ofertele, comenzile, contractele, facturile, task-urile, email-urile de pe acel partener.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/portal.winmentor.ro\/wme\/produse\/crm\/\" \/>\n<meta property=\"og:site_name\" content=\"WinMENTOR ENTERPRISE\" \/>\n<meta property=\"article:modified_time\" content=\"2025-01-27T08:56:21+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/portal.winmentor.ro\\\/wme\\\/produse\\\/crm\\\/\",\"url\":\"https:\\\/\\\/portal.winmentor.ro\\\/wme\\\/produse\\\/crm\\\/\",\"name\":\"CRM - WinMENTOR ENTERPRISE\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/portal.winmentor.ro\\\/wme\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/portal.winmentor.ro\\\/wme\\\/produse\\\/crm\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/portal.winmentor.ro\\\/wme\\\/produse\\\/crm\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/portal.winmentor.ro\\\/wme\\\/wp-content\\\/uploads\\\/2018\\\/09\\\/produse_WME_-06-1.svg\",\"datePublished\":\"2018-06-14T09:31:02+00:00\",\"dateModified\":\"2025-01-27T08:56:21+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/portal.winmentor.ro\\\/wme\\\/produse\\\/crm\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/portal.winmentor.ro\\\/wme\\\/produse\\\/crm\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/portal.winmentor.ro\\\/wme\\\/produse\\\/crm\\\/#primaryimage\",\"url\":\"https:\\\/\\\/portal.winmentor.ro\\\/wme\\\/wp-content\\\/uploads\\\/2018\\\/09\\\/produse_WME_-06-1.svg\",\"contentUrl\":\"https:\\\/\\\/portal.winmentor.ro\\\/wme\\\/wp-content\\\/uploads\\\/2018\\\/09\\\/produse_WME_-06-1.svg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/portal.winmentor.ro\\\/wme\\\/produse\\\/crm\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/portal.winmentor.ro\\\/wme\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Produse\",\"item\":\"https:\\\/\\\/portal.winmentor.ro\\\/wme\\\/produse\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"CRM\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/portal.winmentor.ro\\\/wme\\\/#website\",\"url\":\"https:\\\/\\\/portal.winmentor.ro\\\/wme\\\/\",\"name\":\"WinMENTOR ENTERPRISE\",\"description\":\"WinMENTOR ENTERPRISE: ERP gestiune, contabilitate Romania\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/portal.winmentor.ro\\\/wme\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"CRM - WinMENTOR ENTERPRISE","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/portal.winmentor.ro\/wme\/produse\/crm\/","og_locale":"en_US","og_type":"article","og_title":"CRM - WinMENTOR ENTERPRISE","og_description":"Modulul\u00a0CRM\u00a0(Customer Relationship Management) gestioneaza rela\u0163iile cu clien\u0163ii, cu\u00a0lead-urile, av\u00e2nd posibilitatea de a urmari un istoric al fiecarui client privind oportunita\u0163ile, ofertele, comenzile, contractele, facturile, task-urile, email-urile de pe acel partener.","og_url":"https:\/\/portal.winmentor.ro\/wme\/produse\/crm\/","og_site_name":"WinMENTOR ENTERPRISE","article_modified_time":"2025-01-27T08:56:21+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/portal.winmentor.ro\/wme\/produse\/crm\/","url":"https:\/\/portal.winmentor.ro\/wme\/produse\/crm\/","name":"CRM - WinMENTOR ENTERPRISE","isPartOf":{"@id":"https:\/\/portal.winmentor.ro\/wme\/#website"},"primaryImageOfPage":{"@id":"https:\/\/portal.winmentor.ro\/wme\/produse\/crm\/#primaryimage"},"image":{"@id":"https:\/\/portal.winmentor.ro\/wme\/produse\/crm\/#primaryimage"},"thumbnailUrl":"https:\/\/portal.winmentor.ro\/wme\/wp-content\/uploads\/2018\/09\/produse_WME_-06-1.svg","datePublished":"2018-06-14T09:31:02+00:00","dateModified":"2025-01-27T08:56:21+00:00","breadcrumb":{"@id":"https:\/\/portal.winmentor.ro\/wme\/produse\/crm\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/portal.winmentor.ro\/wme\/produse\/crm\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/portal.winmentor.ro\/wme\/produse\/crm\/#primaryimage","url":"https:\/\/portal.winmentor.ro\/wme\/wp-content\/uploads\/2018\/09\/produse_WME_-06-1.svg","contentUrl":"https:\/\/portal.winmentor.ro\/wme\/wp-content\/uploads\/2018\/09\/produse_WME_-06-1.svg"},{"@type":"BreadcrumbList","@id":"https:\/\/portal.winmentor.ro\/wme\/produse\/crm\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/portal.winmentor.ro\/wme\/"},{"@type":"ListItem","position":2,"name":"Produse","item":"https:\/\/portal.winmentor.ro\/wme\/produse\/"},{"@type":"ListItem","position":3,"name":"CRM"}]},{"@type":"WebSite","@id":"https:\/\/portal.winmentor.ro\/wme\/#website","url":"https:\/\/portal.winmentor.ro\/wme\/","name":"WinMENTOR ENTERPRISE","description":"WinMENTOR ENTERPRISE: ERP gestiune, contabilitate Romania","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/portal.winmentor.ro\/wme\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/portal.winmentor.ro\/wme\/wp-json\/wp\/v2\/pages\/116","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/portal.winmentor.ro\/wme\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/portal.winmentor.ro\/wme\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/portal.winmentor.ro\/wme\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/portal.winmentor.ro\/wme\/wp-json\/wp\/v2\/comments?post=116"}],"version-history":[{"count":4,"href":"https:\/\/portal.winmentor.ro\/wme\/wp-json\/wp\/v2\/pages\/116\/revisions"}],"predecessor-version":[{"id":7355,"href":"https:\/\/portal.winmentor.ro\/wme\/wp-json\/wp\/v2\/pages\/116\/revisions\/7355"}],"up":[{"embeddable":true,"href":"https:\/\/portal.winmentor.ro\/wme\/wp-json\/wp\/v2\/pages\/23"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/portal.winmentor.ro\/wme\/wp-json\/wp\/v2\/media\/870"}],"wp:attachment":[{"href":"https:\/\/portal.winmentor.ro\/wme\/wp-json\/wp\/v2\/media?parent=116"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/portal.winmentor.ro\/wme\/wp-json\/wp\/v2\/tags?post=116"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}