{"id":2303,"date":"2019-11-22T12:33:27","date_gmt":"2019-11-22T10:33:27","guid":{"rendered":"https:\/\/portal.winmentor.ro\/wme\/?page_id=2303"},"modified":"2022-02-03T17:02:41","modified_gmt":"2022-02-03T15:02:41","slug":"partener-6-crm","status":"publish","type":"page","link":"https:\/\/portal.winmentor.ro\/wme\/suport\/help\/partener-6-crm\/","title":{"rendered":"Partener &#8211; 6. CRM"},"content":{"rendered":"\n<ul class=\"wp-block-list\"><li>Maketa se gaseste in MENTOR &gt; Nomenclatoare &gt; Parteneri &gt; Nomenclator. \n\n<\/li><\/ul>\n\n\n\n<p>Partenerului i se poate asocia o imagine. \nFisierul incarcat trebuie sa fie de tip: \n*.jpg;*.jpeg;*.bmp;*.ico;*.emf;*.wmf.<\/p>\n\n\n\n<p>Click pe numarul butonului pentru \ndetalii&#8230;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" src=\"\/Images\/01_02_07_01_08.png\" usemap=\"#map195\" style=\"\" alt=\"\"\/>\n<map name=\"map195\">\n<area shape=\"RECT\" coords=\"7,162,34,190,\" href=\"#map195_header01\">\n<area shape=\"RECT\" coords=\"6,300,35,326,\" href=\"#map195_header02\">\n<area shape=\"RECT\" coords=\"7,339,33,364,\" href=\"#map195_header03\">\n<area shape=\"RECT\" coords=\"8,389,35,415,\" href=\"#map195_header04\">\n<area shape=\"RECT\" coords=\"6,448,33,474,\" href=\"#map195_header05\">\n<area shape=\"RECT\" coords=\"165,688,194,713,\" href=\"#map195_header06\">\n<area shape=\"RECT\" coords=\"277,689,307,715,\" href=\"#map195_header07\">\n<area shape=\"RECT\" coords=\"342,689,368,715,\" href=\"#map195_header08\">\n<area shape=\"RECT\" coords=\"1107,462,1133,490,\" href=\"#map195_header09\">\n<area shape=\"RECT\" coords=\"1108,409,1133,436,\" href=\"#map195_header10\">\n<area shape=\"RECT\" coords=\"1106,319,1132,344,\" href=\"#map195_header11\">\n<\/map>\n<\/figure>\n\n\n\n<p style=\"height: 80px\" id=\"map195_header01\"><\/p><table class=\"wp-block-table section-header\"><tbody><tr><td>\n1. Istoric partener<\/td><td>\n<a href=\"#toggle_2303\"><img decoding=\"async\" width=\"47\" height=\"16\" loading=\"lazy\" loading=\"lazy\" src=\"\/Images\/sus.PNG\" alt=\"\"><\/a><\/td><\/tr><\/tbody><\/table>\n\n\n\n<p>Butonul deschide o grila cu toate documentele \nasociate partenerului curent.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" src=\"\/Images\/01_02_07_01_10.png\" alt=\"\"\/><\/figure>\n\n\n\n<p style=\"height: 80px\" id=\"map195_header02\"><\/p><table class=\"wp-block-table section-header\"><tbody><tr><td>\n2. Cifra de afaceri \/ Nr. \nangajati<\/td><td>\n<a href=\"#toggle_2303\"><img decoding=\"async\" width=\"47\" height=\"16\" loading=\"lazy\" loading=\"lazy\" src=\"\/Images\/sus.PNG\" alt=\"\"><\/a><\/td><\/tr><\/tbody><\/table>\n\n\n\n<p>Campuri pentru introducerea informatiilor \nlegate de cifra de afaceri a partenerului si despre numarul sau de \nangajati.<\/p>\n\n\n\n<p style=\"height: 80px\" id=\"map195_header03\"><\/p><table class=\"wp-block-table section-header\"><tbody><tr><td>\n3. Stare<\/td><td>\n<a href=\"#toggle_2303\"><img decoding=\"async\" width=\"47\" height=\"16\" loading=\"lazy\" loading=\"lazy\" src=\"\/Images\/sus.PNG\" alt=\"\"><\/a><\/td><\/tr><\/tbody><\/table>\n\n\n\n<p>Poate fi:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>in functiune \n<\/li><li>insolventa \n<\/li><li>faliment <\/li><\/ul>\n\n\n\n<p style=\"height: 80px\" id=\"map195_header04\"><\/p><table class=\"wp-block-table section-header\"><tbody><tr><td>\n4. LEAD<\/td><td>\n<a href=\"#toggle_2303\"><img decoding=\"async\" width=\"47\" height=\"16\" loading=\"lazy\" loading=\"lazy\" src=\"\/Images\/sus.PNG\" alt=\"\"><\/a><\/td><\/tr><\/tbody><\/table>\n\n\n\n<p>Partenerii care au bifata aceasta optiune sunt \nde tip LEAD.<\/p>\n\n\n\n<p style=\"height: 80px\" id=\"map195_header05\"><\/p><table class=\"wp-block-table section-header\"><tbody><tr><td>\n5. Mod plata<\/td><td>\n<a href=\"#toggle_2303\"><img decoding=\"async\" width=\"47\" height=\"16\" loading=\"lazy\" loading=\"lazy\" src=\"\/Images\/sus.PNG\" alt=\"\"><\/a><\/td><\/tr><\/tbody><\/table>\n\n\n\n<ul class=\"wp-block-list\"><li>Numerar \n<\/li><li>Ordin de plata \n<\/li><li>CEC \n<\/li><li>Bilet la ordin \n<\/li><li>Compensare \n<\/li><li>CEC \/ BO girat \n<\/li><li>BO avalizat <\/li><\/ul>\n\n\n\n<p style=\"height: 80px\" id=\"map195_header06\"><\/p><table class=\"wp-block-table section-header\"><tbody><tr><td>\n6. Concurenti<\/td><td>\n<a href=\"#toggle_2303\"><img decoding=\"async\" width=\"47\" height=\"16\" loading=\"lazy\" loading=\"lazy\" src=\"\/Images\/sus.PNG\" alt=\"\"><\/a><\/td><\/tr><\/tbody><\/table>\n\n\n\n<p>Grila pentru adaugarea concurentilor asociati \nLEAD-ului curent.<\/p>\n\n\n\n<p style=\"height: 80px\" id=\"map195_header07\"><\/p><table class=\"wp-block-table section-header\"><tbody><tr><td>\n7. Responsabil de service la \nclient<\/td><td>\n<a href=\"#toggle_2303\"><img decoding=\"async\" width=\"47\" height=\"16\" loading=\"lazy\" loading=\"lazy\" src=\"\/Images\/sus.PNG\" alt=\"\"><\/a><\/td><\/tr><\/tbody><\/table>\n\n\n\n<p>Buton pentru selectarea din nomenclatorul de \npersonal a responsabilului de service la client.<\/p>\n\n\n\n<p style=\"height: 80px\" id=\"map195_header08\"><\/p><table class=\"wp-block-table section-header\"><tbody><tr><td>\n8. Companie sursa pentru LEAD<\/td><td>\n<a href=\"#toggle_2303\"><img decoding=\"async\" width=\"47\" height=\"16\" loading=\"lazy\" loading=\"lazy\" src=\"\/Images\/sus.PNG\" alt=\"\"><\/a><\/td><\/tr><\/tbody><\/table>\n\n\n\n<p>Campaniile se pot adauga din CRM&gt; \nMarketing&gt; Campanii. Trebuie precizate datele de initiere si finalizare a \nacestora, precum si obiectivul si segmentul vizat. Se pot completa costurile si \nveniturile estimate, iar pe masura adaugarii tranzactiilor, se vor actualiza si \ncosturile\/veniturile realizate.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" src=\"\/Images\/01_02_07_01_09.png\" alt=\"\"\/><\/figure>\n\n\n\n<p style=\"height: 80px\" id=\"map195_header09\"><\/p><table class=\"wp-block-table section-header\"><tbody><tr><td>\n9. Oportunitati<\/td><td>\n<a href=\"#toggle_2303\"><img decoding=\"async\" width=\"47\" height=\"16\" loading=\"lazy\" loading=\"lazy\" src=\"\/Images\/sus.PNG\" alt=\"\"><\/a><\/td><\/tr><\/tbody><\/table>\n\n\n\n<p>Grila se va completa cu informatiile introduse \ndin CRM &gt; Marketing &gt; Oportunitati.<\/p>\n\n\n\n<p>Din oportunitate, se poate genera in stadiul de \nofertare oferta catre client, iar din stadiul de negociere, comanda \nclient.<\/p>\n\n\n\n<p>Pentru fiecare campanie de marketing se pot \ndefini oportunitati pentru fiecare partener. In cadrul oportunitatilor, se poate \ninregistra un istoric al acelui partener in diferite stadii:<\/p>\n\n\n\n<p>1. Prezentare<\/p>\n\n\n\n<p>2. Ofertare<\/p>\n\n\n\n<p>3. Negociere<\/p>\n\n\n\n<p>4. Vanzare<\/p>\n\n\n\n<p>5. Pierdut<\/p>\n\n\n\n<p>Dintr-o oportunitate se poate genera sau anula \no oferta\/comanda catre acel partener.<\/p>\n\n\n\n<p style=\"height: 80px\" id=\"map195_header10\"><\/p><table class=\"wp-block-table section-header\"><tbody><tr><td>\n10. Activitati proprii<\/td><td>\n<a href=\"#toggle_2303\"><img decoding=\"async\" width=\"47\" height=\"16\" loading=\"lazy\" loading=\"lazy\" src=\"\/Images\/sus.PNG\" alt=\"\"><\/a><\/td><\/tr><\/tbody><\/table>\n\n\n\n<p>Grila pentru adaugarea activitatilor proprii \nasociate LEAD-ului curent.<\/p>\n\n\n\n<p style=\"height: 80px\" id=\"map195_header11\"><\/p><table class=\"wp-block-table section-header\"><tbody><tr><td>\n11. Domenii de activitate \npartener<\/td><td>\n<a href=\"#toggle_2303\"><img decoding=\"async\" width=\"47\" height=\"16\" loading=\"lazy\" loading=\"lazy\" src=\"\/Images\/sus.PNG\" alt=\"\"><\/a><\/td><\/tr><\/tbody><\/table>\n\n\n\n<p>Se selecteaza sau se adauga din\/in view-ul care \nse deschide domeniul de activitate a partenerului.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Maketa se gaseste in MENTOR &gt; Nomenclatoare &gt; Parteneri &gt; Nomenclator. Partenerului i se poate asocia o imagine. Fisierul incarcat trebuie sa fie de tip: *.jpg;*.jpeg;*.bmp;*.ico;*.emf;*.wmf. Click pe numarul butonului pentru detalii&#8230; 1. Istoric partener Butonul deschide o grila cu toate documentele asociate partenerului curent. 2. Cifra de afaceri \/ Nr. angajati Campuri pentru introducerea [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":1867,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"tags":[],"class_list":["post-2303","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Partener - 6. 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\/suport\/help\/partener-6-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Partener - 6. 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