{"id":4364,"date":"2022-03-24T07:00:00","date_gmt":"2022-03-24T07:00:00","guid":{"rendered":"http:\/\/3.72.177.72\/novinky-a-tipy\/co-je-to-crm-a-jak-usnadnuje-obchodni-procesy-a-rizeni-firmy\/"},"modified":"2023-02-08T10:18:47","modified_gmt":"2023-02-08T09:18:47","slug":"co-je-to-crm-a-jak-usnadnuje-obchodni-procesy-a-rizeni-firmy","status":"publish","type":"post","link":"https:\/\/money.cz\/novinky-a-tipy\/podnikani\/co-je-to-crm-a-jak-usnadnuje-obchodni-procesy-a-rizeni-firmy\/","title":{"rendered":"Co je to CRM a jak usnad\u0148uje obchodn\u00ed procesy a \u0159\u00edzen\u00ed firmy"},"content":{"rendered":"<h2>Co je c\u00edlem CRM strategie<\/h2>\n<p>CRM strategie slou\u017e\u00ed k tomu, aby firma neust\u00e1le zlep\u0161ovala vztah se z\u00e1kazn\u00edky ve v\u0161ech f\u00e1z\u00edch obchodn\u00edho procesu. <strong>Zab\u00fdv\u00e1 se nap\u0159\u00edklad t\u00edm, jak:<\/strong><\/p>\n<ul>\n<li>na potenci\u00e1ln\u00ed klienty zna\u010dka p\u016fsob\u00ed,<\/li>\n<li>obchodn\u00ed z\u00e1stupci komunikuj\u00ed s potenci\u00e1ln\u00edmi z\u00e1kazn\u00edky,<\/li>\n<li>se firma star\u00e1 o z\u00e1kazn\u00edky, kte\u0159\u00ed ji\u017e produkt nebo slu\u017ebu po\u0159\u00eddili,<\/li>\n<li>si firma udr\u017euje z\u00e1kazn\u00edkovu loajalitu.<\/li>\n<\/ul>\n<p>S uplatn\u011bn\u00edm strategie CRM pom\u00e1h\u00e1 firm\u00e1m specializovan\u00fd <strong>software pro \u0159\u00edzen\u00ed obchodu<\/strong> \u2013\u2060 typicky samostatn\u00fd CRM syst\u00e9m nebo CRM modul v r\u00e1mci informa\u010dn\u00edho (ERP) nebo ekonomick\u00e9ho syst\u00e9mu.<\/p>\n<h2>CRM syst\u00e9m pom\u00e1h\u00e1 v\u011bt\u0161in\u011b odd\u011blen\u00ed ve firm\u011b<\/h2>\n<p>CRM syst\u00e9my sdru\u017euj\u00ed v\u0161echna data o z\u00e1kazn\u00edc\u00edch a zak\u00e1zk\u00e1ch <strong>na jednom m\u00edst\u011b<\/strong>, kde s nimi mohou pracovat v\u0161ichni, kdo se ve firm\u011b dostanou do kontaktu se z\u00e1kazn\u00edkem. Oproti tomu firmy, kter\u00e9 CRM nepou\u017e\u00edvaj\u00ed, maj\u00ed data rozm\u00edst\u011bn\u00e1 po r\u016fzn\u00fdch syst\u00e9mech, v tabulk\u00e1ch a po e-mailech.<\/p>\n<p><strong>CRM syst\u00e9m obsahuje:\u00a0<\/strong><\/p>\n<ul>\n<li>p\u0159ehlednou datab\u00e1zi klient\u016f,<\/li>\n<li>kalend\u00e1\u0159 pro pl\u00e1nov\u00e1n\u00ed obchodn\u00edch aktivit<\/li>\n<li>\u010di n\u00e1stroje pro \u0159\u00edzen\u00ed jednotliv\u00fdch zak\u00e1zek.<\/li>\n<\/ul>\n<p>Firmy v CRM eviduj\u00ed <strong>kompletn\u00ed historii v\u0161ech klient\u016f<\/strong> \u2013\u2060 tedy z\u00e1znamy ze sch\u016fzek, nab\u00eddky, objedn\u00e1vky, historii komunikace, objem prodeje \u010di smlouvy. Tyto informace potom vyu\u017eije nap\u0159\u00edklad:<\/p>\n<ul>\n<li><strong>obchodn\u00ed odd\u011blen\u00ed<\/strong> \u2013\u2060 nap\u0159. pro lep\u0161\u00ed p\u0159ipravenost na obchodn\u00edch sch\u016fzk\u00e1ch,<\/li>\n<li><strong>z\u00e1kaznick\u00e1 podpora<\/strong> \u2013\u2060 pro lep\u0161\u00ed a rychlej\u0161\u00ed pomoc st\u00e1vaj\u00edc\u00edm klient\u016fm,<\/li>\n<li><strong>marketingov\u00e9 odd\u011blen\u00ed<\/strong> \u2013\u2060 pro lep\u0161\u00ed zac\u00edlen\u00ed kampan\u00ed,<\/li>\n<li><strong>veden\u00ed firmy<\/strong> \u2013 najde v CRM kompletn\u00ed obchodn\u00ed v\u00fdsledky.<\/li>\n<\/ul>\n<p>V praxi to funguje nap\u0159\u00edklad tak, \u017ee ne\u017e obchodn\u00edk vyraz\u00ed na sch\u016fzku s klientem, napl\u00e1nuje si ji v kalend\u00e1\u0159i,<strong> propoj\u00ed ji se zak\u00e1zkou <\/strong>a projde si, jak prob\u00edhaly p\u0159edchoz\u00ed sch\u016fzky s klientem, p\u0159edchoz\u00ed nab\u00eddky a objedn\u00e1vky \u010di jak\u00e1 je \u00fasp\u011b\u0161nost dan\u00e9 zak\u00e1zky.<\/p>\n<link rel=\"stylesheet\" href=\"https:\/\/money.cz\/novinky-a-tipy\/wp-content\/themes\/money-blog\/shortcodes\/smartmailing-email-registration\/form.min.css\" \/>\n<script type=\"text\/javascript\">\n    var smFormInterval = null;\n\n    jQuery(document).ready(function() {\n        jQuery(\".shortcode-smartmailing-form .fheader p a.info\").click(function(e) {  \n            e.preventDefault();\n\n            \/*if (jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").is(\":visible\"))\n            {\n                jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").hide();\n            }\n            else\n            {\n                jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").show();\n            }*\/\n\n            return false;\n        });\n\n        jQuery(\"#shortcodeSmartmailingForm\").submit(function(e) {\n            e.preventDefault();\n            return false;\n        });\n\n        jQuery(\"#shortcodeSmartmailingForm button[type='submit']\").click(function(e) {\n            e.preventDefault();\n            \n            var email = jQuery(\"#shortcodeSmartmailingForm_email\").val();\n\n            if (email.length == 0)\n            {\n                alert(\"Pros\u00edm zadejte v\u00e1\u0161 e-mail.\");\n                return false;\n            }\n            if (!shortcodeSmartmailingForm_validateEmail(email))\n            {\n                alert(\"Zadan\u00fd e-mail m\u00e1 neplatn\u00fd form\u00e1t.\");\n                return false;\n            }\n\n            jQuery.ajax({\n                url: \"\/novinky-a-tipy\/wp-content\/themes\/money-blog\/shortcodes\/smartmailing-email-registration\/service.php\",\n                type: \"POST\",\n                dataType: \"text\",\n                cache: false,\n                data: {\n                    \"email\": email,\n                    \"stdc\": jQuery(\"#shortcodeSmartmailingForm_stdc\").val(),\n                    \"current_url\": jQuery(\"#shortcodeSmartmailingForm_url\").val(),\n                    \"current_referrer\": jQuery(\"#shortcodeSmartmailingForm_referrer\").val()\n                }\n            }).done(function (response, textStatus, jqXHR)\n            {\n                jQuery(\".shortcodeSmartmailingForm_email\").hide();\n                jQuery(\"#shortcodeSmartmailingForm_submit\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .smart-disclaimer\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .success\").show();\n\t\t\t\tdataLayer.push({'event': 'newsletterSubscription', 'newsletterPosition': 'intext'});\n            }).fail(function( jqXHR, textStatus, errorThrown ) {\n                jQuery(\".shortcodeSmartmailingForm_email\").hide();\n                jQuery(\"#shortcodeSmartmailingForm_submit\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .smart-disclaimer\").hide();\n                jQuery(\"#shortcodeSmartmailingForm .success\").show();\n            });\n\n            return false;\n        });\n    });\n\n    function shortcodeSmartmailingForm_validateEmail(email)\n    {\n        var re = \/^(([^<>()[\\]\\\\.,;:\\s@\\\"]+(\\.[^<>()[\\]\\\\.,;:\\s@\\\"]+)*)|(\\\".+\\\"))@((\\[[0-9]{1,3}\\.[0-9]{1,3}\\.[0-9]{1,3}\\.[0-9]{1,3}\\])|(([a-zA-Z\\-0-9]+\\.)+[a-zA-Z]{2,}))$\/;\n        return re.test(email);\n    }\n<\/script>\n<form method=\"post\" id=\"shortcodeSmartmailingForm\" class=\"shortcode-smartmailing-form\" action=\"\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/4364\">\n\n    <div>\n        <div class=\"fheader\">\n            <h3>\n                Podnikejte bez omyl\u016f - z\u00edskejte tipy z na\u0161eho blogu            <\/h3>\n            <div class=\"se-text\">\n                <p>\n                    P\u0159ihlaste se k e-mailov\u00e9mu seri\u00e1lu a z\u00edskejte to nejlep\u0161\u00ed z blogu Money.cz.                    <a class=\"info\" title=\"E-maily v\u00e1m budou zas\u00edl\u00e1ny maxim\u00e1ln\u011b dvakr\u00e1t do m\u011bs\u00edce. Z odb\u011bru se m\u016f\u017eete kdykoliv odhl\u00e1sit.\">info<\/a>\n                <\/p>\n            <\/div>\n        <\/div>\n\n        <div class=\"ffooter\">\n            <div class=\"se-body\">\n                <input type=\"text\" id=\"shortcodeSmartmailingForm_email\" placeholder=\"Zadejte v\u00e1\u0161 e-mail\" \/>\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_stdc\" value=\"S6\">\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_url\" value=\"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/4364\">\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_referrer\" value=\"\">\n\n                <div class=\"se-submit\">\n                    <button type=\"submit\" id=\"shortcodeSmartmailingForm_submit\" value=\"Chci b\u00fdt v obraze\">Chci b\u00fdt v obraze<\/button>\n                                          <p class=\"mlctr success\" style=\"display: none;\">D\u011bkujeme, <strong>zkontrolujte Va\u0161i e-mailovou schr\u00e1nku<\/strong> pro potvrzen\u00ed odb\u011bru.<\/p>\n                                    <\/div>\n            <\/div>\n                          <p class=\"smart-disclaimer\">Odesl\u00e1n\u00edm souhlas\u00edte s na\u0161imi\n                <a href=\"https:\/\/money.cz\/ochrana-osobnich-udaju\/#zzvou\" target=\"_blank\">z\u00e1sadami pro zpracov\u00e1n\u00ed osobn\u00edch \u00fadaj\u016f<\/a>.\n              <\/p>\n                    <\/div>\n    <\/div>\n<\/form>\n<p>Kl\u00ed\u010dovou v\u00fdhodou CRM syst\u00e9mu je tak\u00e9 to, \u017ee obchodn\u00edky<strong> zbavuje administrativy<\/strong>, tak\u017ee mohou tr\u00e1vit v\u00edce \u010dasu samotn\u00fdm obchodov\u00e1n\u00edm. A v d\u016fsledku v\u0161ech zm\u00edn\u011bn\u00fdch v\u00fdhod <a href=\"https:\/\/www.eway-crm.com\/cs\/eway-crm-crm-system\/\">CRM syst\u00e9m<\/a> zlep\u0161uje obchodn\u00ed v\u00fdsledky.<\/p>\n<p>Hled\u00e1te-li \u00fa\u010detn\u00ed syst\u00e9m, kter\u00fd s CRM propoj\u00edte, vyzkou\u0161ejte si zdarma <a href=\"https:\/\/money.cz\/\">Money S3<\/a>, kter\u00fd zvl\u00e1dne napojen\u00ed na v\u011bt\u0161inu obl\u00edben\u00fdch CRM. Po propojen\u00ed m\u016f\u017eete nap\u0159\u00edklad exportovat vyhran\u00e9 zak\u00e1zky z CRM do \u00fa\u010detn\u00edho syst\u00e9mu, kde se automaticky vytvo\u0159\u00ed objedn\u00e1vky a produkty odep\u00ed\u0161ou ze skladu.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Co je c\u00edlem CRM strategie CRM strategie slou\u017e\u00ed k tomu, aby firma neust\u00e1le zlep\u0161ovala vztah se z\u00e1kazn\u00edky ve v\u0161ech f\u00e1z\u00edch obchodn\u00edho procesu. Zab\u00fdv\u00e1 se nap\u0159\u00edklad &#8230;<\/p>\n","protected":false},"author":2,"featured_media":4365,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_searchwp_excluded":"","inline_featured_image":false,"footnotes":""},"categories":[5,25],"tags":[145],"class_list":["post-4364","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podnikani","category-rozvoj-podnikani","tag-rust-firmy"],"acf":[],"_links":{"self":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/4364","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/comments?post=4364"}],"version-history":[{"count":3,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/4364\/revisions"}],"predecessor-version":[{"id":9796,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/4364\/revisions\/9796"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/media\/4365"}],"wp:attachment":[{"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/media?parent=4364"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/categories?post=4364"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/money.cz\/novinky-a-tipy\/wp-json\/wp\/v2\/tags?post=4364"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}