{"id":579,"date":"2024-12-12T21:11:02","date_gmt":"2024-12-12T21:11:02","guid":{"rendered":"https:\/\/mirulu.com\/gestio-de-clients\/"},"modified":"2024-12-13T23:44:57","modified_gmt":"2024-12-13T23:44:57","slug":"gestio-de-clients","status":"publish","type":"page","link":"https:\/\/mirulu.com\/ca\/kit-digital\/gestio-de-clients\/","title":{"rendered":"Gesti\u00f3 de clients"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; module_class=&#8221;kit-digital-secciones&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_3,2_3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div class=\"lc-inline_block_44911477f081d23fb9e9cd29528a04e8-edit block block-layout-builder block-inline-blockbloque-custom-referenciado\">\n<div>\n<div class=\"field field--name-field-contenido field--type-entity-reference-revisions field--label-hidden field__items\">\n<div class=\"field__item\">\n<div class=\"paragraph paragraph--type--bloque-custom-relacionado paragraph--view-mode--default\">\n<div class=\"field field--name-field-bloque-custom-relacionado field--type-entity-reference-revisions field--label-hidden field__item\">\n<div>\n<div class=\"clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item\">\n<h2 class=\"custom-solution-amount\">Import de lajuda<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"lc-inline_block_bdbe42fd58e000dcf475aeaa182adf95-edit block block-layout-builder block-field-blocknodesolution-packagefield-basic-functionality-cost\">\n<div class=\"field field--name-field-basic-functionality-cost field--type-string field--label-above\">\n<div class=\"field__label\">Ajuda m\u00e0xima<\/div>\n<div class=\"field__item\"><strong>14.000 \u20ac<\/strong><\/div>\n<\/div>\n<\/div>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;2_3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div class=\"lc-inline_column_second-edit layoutcomponent-column col-sm-12 col-md-12 col-lg-8 x-section-full\">\n<div class=\"layout-builder__region js-layout-builder-region lc-inline_column_second-content-edit\" data-region=\"second\">\n<div class=\"lc-inline_subcolumn_type_group_1-edit js-layout-builder-column\">\n<div class=\"lc-inline_block_cd64ad28746f73273d316824a310ac02-edit block block-layout-builder block-field-blocknodesolution-packagefield-subtitle\">\n<div class=\"clearfix text-formatted field field--name-field-subtitle field--type-text-long field--label-hidden field__item\">\n<h1 class=\"block block-layout-builder block-field-blocknodesolution-packagetitle\"><span class=\"field field--name-title field--type-string field--label-hidden\">Gesti\u00f3 de clients<\/span><\/h1>\n<div class=\"lc-inline_column_second-edit layoutcomponent-column col-sm-12 col-md-12 col-lg-8 x-section-full\">\n<div class=\"layout-builder__region js-layout-builder-region lc-inline_column_second-content-edit\" data-region=\"second\">\n<div class=\"lc-inline_subcolumn_type_group_1-edit js-layout-builder-column\">\n<div class=\"lc-inline_block_cd64ad28746f73273d316824a310ac02-edit block block-layout-builder block-field-blocknodesolution-packagefield-subtitle\">\n<div class=\"clearfix text-formatted field field--name-field-subtitle field--type-text-long field--label-hidden field__item\">\n<p>El principal objectiu daquesta categoria \u00e9s digitalitzar i optimitzar la gesti\u00f3 de les relacions comercials amb els teus clients.<\/p>\n<\/div>\n<\/div>\n<div class=\"lc-inline_block_7cef724adecd853060d694955712d755-edit block block-layout-builder block-field-blocknodesolution-packagebody\">\n<div class=\"clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item\">\n<h2 class=\"h2_title_underlined\">Funcionalitats i serveis<\/h2>\n<ul>\n<li class=\"paragraph\">\n<p><strong>Gesti\u00f3 de clients:<\/strong> ser\u00e0s capa\u00e7 d&#8217;emmagatzemar i consultar les dades de cadascun dels teus clients, des de la seva alta com a oportunitat de negoci, i simular la compra de productes o la contractaci\u00f3 de serveis.<\/p>\n<\/li>\n<li class=\"paragraph\">\n<p><strong>Gesti\u00f3 de clients potencials (Leads):<\/strong> podr\u00e0s donar d&#8217;alta nous Leads manualment o mitjan\u00e7ant una importaci\u00f3 per fitxer. Les dades associades als Leads et permetran la gesti\u00f3 comercial amb l&#8217;objectiu de convertir-les en clients. Addicionalment podreu parametritzar regles de negoci per a l&#8217;assignaci\u00f3 de Leads segons diferents criteris.<\/p>\n<\/li>\n<li class=\"paragraph\">\n<p><strong>Gesti\u00f3 d&#8217;oportunitats:<\/strong> tindreu la possibilitat de gestionar totes les oportunitats de negoci que comportin l&#8217;enviament al client potencial o Lead d&#8217;ofertes i pressupostos. A m\u00e9s, podr\u00e0s comprovar l&#8217;estat de cada oportunitat (en an\u00e0lisi, oferta presentada, negociaci\u00f3, guanyades, cancel\u00b7lades, etc.).<\/p>\n<\/li>\n<li class=\"paragraph\">\n<p><strong>Accions o tasques comercials:<\/strong> l&#8217;eina implantada per l&#8217;Agent Digitalitzador de la vostra elecci\u00f3 us permetr\u00e0 crear accions i tasques comercials, tant de forma manual com autom\u00e0tica.<\/p>\n<\/li>\n<li class=\"paragraph\">\n<p><strong>Reporting, planificaci\u00f3 i seguiment comercial:<\/strong> podr\u00e0s fer seguiment mitjan\u00e7ant indicadors (KPI&#8217;s), llistat d&#8217;oportunitats i altres, amb diferents nivells d&#8217;agregaci\u00f3 d&#8217;informaci\u00f3 en funci\u00f3 de les teves necessitats. Podr\u00e0s tamb\u00e9 generar informes per al seguiment i monitoritzaci\u00f3 de la teva activitat comercial, contemplant r\u00e0tios d&#8217;efici\u00e8ncia, estat de fases, pipeline i altres atributs mesurables (com a productes, cotitzacions, etc.), i segons els canals, perfils, rols i\/o fases comercials. Aquests informes podran mostrar, almenys, dades mensuals, acumulades i\/o comparatives entre diferents exercicis comercials.<\/p>\n<\/li>\n<li class=\"paragraph\">\n<p><strong>Alertes:<\/strong> ser\u00e0s capa\u00e7 de visualitzar Alertes de Clients en format gr\u00e0fic de diferent tipologia (icones, missatges emergents, etc.).<\/p>\n<\/li>\n<li class=\"paragraph\">\n<p><strong>Gesti\u00f3 documental:<\/strong> la soluci\u00f3 inclour\u00e0 un programari per a la gesti\u00f3 centralitzada de la documentaci\u00f3 capa\u00e7 d&#8217;inserir i\/o vincular documents tant relatius a la teva activitat comercial, com els proporcionats pels mateixos clients.<\/p>\n<\/li>\n<li class=\"paragraph\">\n<p><strong>Disseny Responsive:<\/strong> tindr\u00e0s una interf\u00edcie funcional a tot tipus de dispositius.<\/p>\n<\/li>\n<li class=\"paragraph\">\n<p><strong>Integraci\u00f3 amb diverses plataformes:<\/strong> disposar\u00e0s d&#8217;API o Web Services per a la consolidaci\u00f3 de la informaci\u00f3 i dades de tota la teva empresa.<\/p>\n<\/li>\n<\/ul>\n<div> <\/div>\n<h2 class=\"h2_title_underlined\">Percentatges d&#8217;execuci\u00f3 associats a les fases<\/h2>\n<div class=\"mb-4\">\n<ul>\n<li class=\"paragraph\">\n<p>Primera: 70%<\/p>\n<\/li>\n<li class=\"paragraph\">\n<p>Segona: 30%<\/p>\n<\/li>\n<\/ul>\n<h2 class=\"h2_title_underlined\">Import m\u00e0xim de lajuda<\/h2>\n<ul>\n<li>\n<p>0&lt; X&lt; 3 empleats: 2.000\u20ac (inclou 1 usuari)<\/p>\n<\/li>\n<li>\n<p>3 \u2264 X&lt; 10 empleats: 2.000\u20ac (inclou 1 usuari)<\/p>\n<\/li>\n<li>\n<p>10 \u2264 X&lt; 50 empleats: 4.000\u20ac (inclou 3 usuaris)<\/p>\n<\/li>\n<li>\n<p>50* \u2264 X&lt; 100 empleats: 10.000\u20ac (inclou 10 usuaris)<\/p>\n<\/li>\n<li>\n<p>100 \u2264 X&lt; 250 empleats: 14.000\u20ac (inclou 15 usuaris)<\/p>\n<\/li>\n<\/ul>\n<p><em>* Al segment IV s&#8217;inclouen les empreses menys de 50 empleats que tinguin consideraci\u00f3 de mitjana empresa en superar el volum de negocis anual i el balan\u00e7 general anual de 10 milions d&#8217;euros<\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Import de lajuda Ajuda m\u00e0xima 14.000 \u20ac Gesti\u00f3 de clients El principal objectiu daquesta categoria \u00e9s digitalitzar i optimitzar la gesti\u00f3 de les relacions comercials amb els teus clients. Funcionalitats i serveis Gesti\u00f3 de clients: ser\u00e0s capa\u00e7 d&#8217;emmagatzemar i consultar les dades de cadascun dels teus clients, des de la seva alta com a oportunitat [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":593,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-579","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/mirulu.com\/ca\/wp-json\/wp\/v2\/pages\/579","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mirulu.com\/ca\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/mirulu.com\/ca\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/mirulu.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/mirulu.com\/ca\/wp-json\/wp\/v2\/comments?post=579"}],"version-history":[{"count":6,"href":"https:\/\/mirulu.com\/ca\/wp-json\/wp\/v2\/pages\/579\/revisions"}],"predecessor-version":[{"id":598,"href":"https:\/\/mirulu.com\/ca\/wp-json\/wp\/v2\/pages\/579\/revisions\/598"}],"up":[{"embeddable":true,"href":"https:\/\/mirulu.com\/ca\/wp-json\/wp\/v2\/pages\/593"}],"wp:attachment":[{"href":"https:\/\/mirulu.com\/ca\/wp-json\/wp\/v2\/media?parent=579"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}