CRM
Evidujte a spravujte obchodní příležitosti i zakázky.
CRM
Evidujte a spravujte obchodní příležitosti i zakázky.
Evidujte a spravujte obchodní příležitosti i zakázky.
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Aplikace v modulu CRM
Aplikace v modulu CRM
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CRM
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Správa kontaktů
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Správa aktivit a obchodních přiležitostí
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360° komunikace
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Každý modul obsahuje základní i pokročilé funkce, které spadají do různých cenových edic.
Podívejte se do Ceníku pro více informací.
Správa kontaktů a accountů
- Ukládejte všechny kontakty do jedné databáze
- Prohlížejte zakázky a komunikaci na jednom místě
- Synchronizujte kontakty z Office 365, Outlooku, Google nebo Gmailu
- Plánujte schůzky v kalendáři Addaris, Office 365 nebo Google
- Filtrujte a tagujte kontakty podle různých parametrů
- Sledujte faktury, objednávky, úkoly, schůzky i obchodní příležitosti
CRM (Řízení vztahů se zákazníky)
- Spravujte příležitosti snadno stylem Drag & Drop
- Organizujte schůzky přímo v Addaris systému
- Uchovávejte dokumenty z porad a schůzek, přílohy i zápisy
- Sledujte své produkty, služby nebo poukazy
- Pracujte snadno i v terénu; plánujte, reportujte, dokumentujte
- Zajistěte merchandising přes naši šikovnou funkci
Správa aktivit a obchodních příležitostí
- Vytvořte databázi potenciálních zákazníků, aktivit a komunikace
- Spravujte své aktivity, ať na nic nezapomenete
- Nechte si naplánovat další kroky plánovačem aktivit od Addaris
- Využijte automatického plánovače úkolů od Addaris
- Nezapomínejte na obchodníky v terénu díky Field servisu
- Plánujte obchodní návštěvy odkudkoli
360° komunikace
Synchronizujte e-maily s Office 365 a Gmailem
Připravte si firemní e-mailové šablony a patičky
Využijte automatické připomínky a notifikace
Chatujte se svými kolegy i klienty
Komunikujte prostřednictvím diskuzí
Přidejte své poznámky k obchodním příležitostem
Spravujte telefonní hovory díky VoIP integraci
Pošlete svým klientům informace přes SMS
Prohlédněte si další moduly
Prohlédněte si další moduly
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