{"id":118,"date":"2018-06-14T09:31:35","date_gmt":"2018-06-14T09:31:35","guid":{"rendered":"https:\/\/portal.winmentor.ro\/wordpress\/?page_id=118"},"modified":"2018-09-19T08:58:42","modified_gmt":"2018-09-19T08:58:42","slug":"crm","status":"publish","type":"page","link":"https:\/\/portal.winmentor.ro\/wme\/en\/products\/crm\/","title":{"rendered":"CRM"},"content":{"rendered":"<p>The\u00a0<b>CRM\u00a0<\/b>(Customer Relationship Management) manages the customer and\u00a0<span style=\"color: #4682b4;\">potential customer<\/span>\u00a0relations and can store the history of each customer regarding the opportunities, the offers, the orders, the contracts, the invoices, the tasks and the exchanged emails.<\/p>\n<ul class=\"unorderedList paragraph_list\">\n<li>During the\u00a0<span style=\"color: #4682b4;\">marketing campaigns<\/span>\u00a0it is possible to analyze the estimated and the real expenses by confronting them with the input documents, the orders and the consumption notes.<\/li>\n<li>Within the\u00a0<span style=\"color: #4682b4;\">opportunities<\/span>, you can define each step of the negotiation with a specific customer, from the initial presentation to the acquisition or loss of the partner. From the opportunity you can generate the customer offer, during the offer stage, and the customer order and\/or the subscription contract, during the negotiation stages.<\/li>\n<li>Planning the agents\u2019 activity within the company can be recorded\/verified and quantified through tasks. The module allows automatically checking an employee\u2019s availability when assigning him\/her a task, depending on other opened or unsolved tasks of that specific user, as well as the available working hours. When closing a task, the module generates a\u00a0<span style=\"color: #4682b4;\">service invoice<\/span>.<\/li>\n<li>Within the company, the agents can be warned through messages or emails if a deadline is due in a certain number of days and it is possible to trace their activity and the workload by following each person\u2019s tasks.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The\u00a0CRM\u00a0(Customer Relationship Management) manages the customer and\u00a0potential customer\u00a0relations <\/p>\n","protected":false},"author":1,"featured_media":840,"parent":25,"menu_order":6,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"tags":[],"class_list":["post-118","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - 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\/en\/products\/crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM - 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