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us:slobase:manual:a_concepts:b_contactmngmt [dd/mm/Y H:i] 127.0.0.1 external edit |
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| - | ====== Vodenje kontaktov ====== | + | ====== Managing Contacts ====== |
| - | Osnovna funkcionalnost vsakega CRM sistema je beleženje podatkov o kupcih, ki so relevantni za poslovanje podjetja. To počnemo zato, da ima vsak zaposleni celotno sliko o kupcu, kadarkoli pride v stik z njim. Tako je npr. zelo pomembno, da delavec v podpori strankam pri reševanju problema vidi, da je to zelo pomemben kupec, ki se pravkar odloča o pomembnem nakupu. Pri Produs IO ločimo informacije o potencialnih kupcih - interesentih in že obstoječih strankah, s katerimi imamo navezane stike. | + | The basic function of the CRM system is to annotate customer information, relevant to the |
| + | business of the company. It is done to ensure that every employee has a whole image of the customer whenever he comes into contact with him. It is of most importance for the employee in customer care to see that who he is dealing with is a very important customer, deciding on an important purchase. Produs IT differentiates information regarding the potential customer (Leads) and information regarding customers we are already in Contact with. | ||
| - | ==== Interesenti ==== | + | ==== Leads ==== |
| - | Pod nazivom //interesenti// (angl. //Leads//) v Produs IO razumemo tiste stike, s katerimi še ne poslujemo in bodo, če potrjeni, vstopili v prodajni proces. Preden se z nekim podjetjem začnemo individualno ukvarjati in voditi polno sliko o njem, ga vodimo tu. To tudi pomeni, da o tem stiku vodimo praviloma samo en zapis, z osnovnimi informacijami, kot so ime, priimek, osnovni kontakt in vir interesenta. | + | Leads in Produs IT are Contacts we are not yet in business with and will, if confirmed, enter the sales process. Before we start handling a certain company individually and before we have the whole image of it, we manage it here first. That means that we only have one note with basic information e. g. name, surname, basic contact and the Lead's source. |
| - | Podatke o interesentih navadno vodimo v večjih količinah kot stranke. Pridobivamo jih na sejmih, konferencah, preko Spleta in iz drugih virov. Kasneje se preveri njihova primernost za prodajo in če ustrezajo, se jih pretvori v stranke, kontakte in eventualno prodajne priložnosti. | + | Data on Leads is usually more extensive than data on customers. It is collected on fairs, conferences, over the internet and from other sources. Later on we check the Leads' suitability for sale and if they are suitable, we convert them into customers, contacts and eventually sales opportunities. |
| - | <note note> Oglejte si, kako [[../../../:c_modules:a_leads| vodimo podatke o interesentih.]] </note> | + | <note note> See how [[../../../:c_modules:a_Leads| to manage data on Leads.]] </note> |
| - | ==== Stranke ==== | + | ==== Accounts ==== |
| - | //Stranke// (angl. //Accounts//) so zapisi v Produs IO o organizacijah oz. podjetjih, s katerimi že sodelujemo - bodisi, da so že naš kupec ali pa z njimi posel še pripravljamo oz. smo v procesu prodaje. Za razliko od interesentov je strank manj, o njih pa vodimo več podatkov, ki so tudi preverjeni in zanesljivi, saj smo z njimi v neposrednem stiku. Te podatke ločimo na tiste o podjetju samem in jih vodimo pod stranko, ter tiste o osebah v tem podjetju, ki jih vodimo kot //kontakte//. | + | Accounts are records in Produs IT regarding organizations or companies we are already cooperating with, whether they already are our buyers and whether we are in process of preparing the deal or already in the selling process. Accounts are fewer than Leads, but there is more data regarding them, which is also verified and certain, since we are in a direct Contact with customers. The data is separated into data on the company itself, managed in Accounts, and data on persons of that company, managed in //Contacts//. |
| - | <note note> Oglejte si, kako [[../../../:c_modules:b_accounts| vodimo podatke o strankah.]] </note> | + | <note note> See how to [[../../../:c_modules:b_Accounts| manage data on Accounts.]] </note> |
| - | ==== Kontakti ==== | + | ==== Contacts ==== |
| - | //Kontakti// so zapisi o osebah s katerimi že sodelujemo, bodisi da so naši partnerji in kupci kot posamezniki (redkeje) ali pa zaposleni v podjetju, ki je naš kupec - t.j. stranka. Ponavadi vodimo podatke o večih kontaktih pri eni stranki. Kontakti so običajno najbolj centralni del naše podatkovne baze, saj se mora prava organizacija, ki skrbi za odnose s strankami osredotočiti ravno na kakovostno obravnavanje posameznikov znotraj organizacij - ljudje poslujejo z ljudmi. | + | //Contacts// are notes on persons we are already cooperating with, whether they are our individual partners and buyers (seldom), or employees of a company which is our customer, our Account. Data on more Contacts is usually managed within one Account. A proper organization which cares about its customers, has to focus on individuals in the company it is working with − people do business with people. That is why Contacts are usually the central point of our database. |
| - | <note tip> Značilno za vsako dobro orodje za vodenje kontaktov je, da ne glede na to kateri zapis odpremo, bodisi o stranki ali posamezni osebi, bomo vedno ob njem videli tudi vse povezane podatke: ob stranki o vseh kontaktih pri njej in ob kontaktu povezavo na stranko, kjer spet vidimo ostale osebe in aktivnosti, ki so se pri stranki dogajale. </note> | + | <note tip> Every good Contacts managing tool will always show all data, connected with the viewed Account or individual, so that when we open one note, we will also see the linked data. When we open a Contact we will see its contacts and a link to the other persons and former activities. </note> |
| - | <note note> Oglejte si, kako [[../../../:c_modules:c_contacts| vodimo podatke o kontaktih]].</note> | + | <note note> See how to [[../../../:c_modules:c_Contacts| manage Contacts data]].</note> |
| - | ==== Naloge in dogodki==== | + | ==== Tasks and events ==== |
| - | Ob podatkih o interesentih, strankah in kontaktih, ki so večinoma doakaj statični je ključno vodenje //nalog in dogodkov// povezanih z njimi. Pod dogodke štejemo sestanke, klice. Zapise o nalogah in dogodkih zapišemo, ko le-te planiramo ali pa potem, ko smo jih že opravili. To je odvisno od organizacije dela oz. dogovora znotraj podjetja. | + | The data on Leads, Accounts and Contacts are more or less static. Managing //tasks and events// regarding them is crucial. Events are calls and meetings. We note down tasks and events at time they are being planned or after they have happened, depending on the working organization or agreement within the company. |
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| + | <note note> See how to [[../../../:c_modules:f_eventstasks| manage tasks and events data]].</note> | ||
| + | |||
| + | ~~ODT~~ | ||
| - | <note note> Oglejte si, kako [[../../../:c_modules:f_eventstasks| vodimo podatke o nalogah in dogodkih]].</note> | ||