{"id":1264,"date":"2012-07-11T10:08:08","date_gmt":"2012-07-11T08:08:08","guid":{"rendered":"http:\/\/www.turnkeycrm.com\/?p=1264"},"modified":"2014-09-03T22:38:58","modified_gmt":"2014-09-03T20:38:58","slug":"automatizmusokkal-az-uzleti-elet-is-konnyebb","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/blog\/2012\/07-11\/automatizmusokkal-az-uzleti-elet-is-konnyebb\/","title":{"rendered":"Automatizmusokkal az (\u00fczleti) \u00e9let is k\u00f6nnyebb"},"content":{"rendered":"<p>Projekt alap\u00fa MiniCRM rendszer\u00fcnkben a follow-upot (ut\u00e1nk\u00f6vet\u00e9st) alkalmazva, <strong>automatizmusok seg\u00edts\u00e9g\u00e9vel motiv\u00e1lhatjuk \u00fcgyfeleinket<\/strong> az \u00fczleti folyamatokban val\u00f3 el\u0151rel\u00e9p\u00e9sre, \u00e9s <strong>figyelmeztethetj\u00fck munkat\u00e1rsainkat<\/strong> az \u00fcgyfelekkel kapcsolatos feladataik elv\u00e9gz\u00e9s\u00e9re is. Mindezt teljesen automatikusan, emberi beavatkoz\u00e1s n\u00e9lk\u00fcl biztos\u00edtja sz\u00e1munkra MiniCRM-\u00fcnk.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmusok.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1620 aligncenter\" style=\"border: 0px none;\" title=\"Automatizmusok\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmusok.jpg\" alt=\"\" width=\"648\" height=\"365\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmusok.jpg 1080w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmusok-300x169.jpg 300w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmusok-714x402.jpg 714w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmusok-500x281.jpg 500w\" sizes=\"auto, (max-width: 648px) 100vw, 648px\" \/><\/a>Ehhez pedig nem kell m\u00e1st tenn\u00fcnk, mint megfelel\u0151en testreszabni a moduljainkon bel\u00fcli automatizmusainkat \u00e9s hagynunk, hogy rendszer\u00fcnk dolgozzon helyett\u00fcnk.<\/p>\n<p>\u00c9rdemes &#8211; kezdetben &#8211; n\u00e9mi kis id\u0151t ford\u00edtanunk automatizmusainkra, hiszen j\u00f3l be\u00e1ll\u00edtva kell\u0151 hat\u00e9konys\u00e1ggal m\u0171k\u00f6dhet online CRM-\u00fcnk, mely igen csak megk\u00f6nny\u00edtheti mindennapi munk\u00e1nkat. Ugyanis \u00e1ltaluk &#8211; st\u00e1tuszok vagy n\u00e9zetek alapj\u00e1n sz\u0171rt &#8211; adatlapok szerint:<\/p>\n<ul>\n<li>k\u00fcldhet\u00fcnk automatikusan, c\u00e9lzott, szem\u00e9lyre sz\u00f3l\u00f3 emaileket \u00fcgyfeleinknek, vagy<\/li>\n<li>oszthatunk ki teend\u0151ket koll\u00e9g\u00e1ink sz\u00e1m\u00e1ra, illetve<\/li>\n<li>\u00e9rtes\u00edthetj\u00fck illet\u00e9kes munkat\u00e1rsainkat.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_lepesek.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1621 aligncenter\" style=\"border: 0px none;\" title=\"Automatizmus l\u00e9p\u00e9sei\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_lepesek.jpg\" alt=\"\" width=\"509\" height=\"420\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_lepesek.jpg 509w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_lepesek-300x248.jpg 300w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_lepesek-487x402.jpg 487w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_lepesek-364x300.jpg 364w\" sizes=\"auto, (max-width: 509px) 100vw, 509px\" \/><\/a>A MiniCRM-\u00fcnkben megtal\u00e1lhat\u00f3 <strong>automatizmusok l\u00e9p\u00e9sei st\u00e1tuszok vagy n\u00e9zetek alapj\u00e1n hajt\u00f3dnak v\u00e9gre<\/strong>, vagyis automatizmusaink:<\/p>\n<ul>\n<li>m\u0171k\u00f6dhetnek az egyes <strong>st\u00e1tuszok<\/strong>ban l\u00e9v\u0151 adatlapok figyelembe v\u00e9tel\u00e9vel, melyek alapj\u00e1n kik\u00fcld\u00e9sre ker\u00fclhetnek a be\u00e1ll\u00edtott email sablonok \u00fcgyfeleink r\u00e9sz\u00e9re, illetve \u00faj teend\u0151k ker\u00fclhetnek az \u00e9rintett adatlapokra.<\/li>\n<li>lefuthatnak a k\u00fcl\u00f6nb\u00f6z\u0151 <strong>n\u00e9zetek<\/strong> felt\u00e9telei szerint sz\u0171rt adatlapokra, minek sor\u00e1n \u00fczeneteket k\u00fcldhet\u00fcnk ki \u00fcgyfeleinknek \u00e9s koll\u00e9g\u00e1inknak, vagy az \u00e9rintett adatlapokon \u00faj teend\u0151ket adhatunk munkat\u00e1rsainknak.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_uj.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1622 aligncenter\" style=\"border: 0px none;\" title=\"\u00daj automatizmus\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_uj.jpg\" alt=\"\" width=\"616\" height=\"265\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_uj.jpg 1027w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_uj-300x129.jpg 300w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_uj-767x330.jpg 767w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_uj-500x215.jpg 500w\" sizes=\"auto, (max-width: 616px) 100vw, 616px\" \/><\/a>\u00daj automatizmus felv\u00e9tel\u00e9t vagy megl\u00e9v\u0151 m\u00f3dos\u00edt\u00e1s\u00e1t is pillanatok alatt elv\u00e9gezhetj\u00fck b\u00e1rmif\u00e9le informatikai h\u00e1tt\u00e9rtud\u00e1s n\u00e9lk\u00fcl. Az <strong>Automatizmusok szerkeszt\u00e9se<\/strong> k\u00e9perny\u0151n a kiv\u00e1lasztott elemeket egyes\u00e9vel megragadva \u00e9s bal oldalra \u00e1th\u00fazva azonnal meg is kezdhetj\u00fck az elemek, azaz az automatizmus egyes l\u00e9p\u00e9seinek testreszab\u00e1s\u00e1t. Ezen elemek a k\u00f6vetkez\u0151k lehetnek:<\/p>\n<ul>\n<li><strong>Email \u00fczletf\u00e9lnek<\/strong>: Ha \u00fcgyfel\u00fcnknek szeretn\u00e9nk \u00fczenetet k\u00fcldeni.<\/li>\n<li><strong>Email felhaszn\u00e1l\u00f3nak<\/strong>: Amennyiben koll\u00e9g\u00e1nkat akarjuk \u00e9rtes\u00edteni.<\/li>\n<li><strong>Teend\u0151 felhaszn\u00e1l\u00f3nak<\/strong>: Ha munkat\u00e1rsunknak akarunk feladatot kiosztani.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_uj_lepesek_kicsi.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1270 aligncenter\" style=\"border: 0px none;\" title=\"Automatizmus lehets\u00e9ges l\u00e9p\u00e9sei\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_uj_lepesek_kicsi.jpg\" alt=\"\" width=\"430\" height=\"195\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_uj_lepesek_kicsi.jpg 430w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_uj_lepesek_kicsi-300x136.jpg 300w\" sizes=\"auto, (max-width: 430px) 100vw, 430px\" \/><\/a>A balra \u00e1thelyezett elemeket, azaz az adott automatizmus egyes l\u00e9p\u00e9seit kedv\u00fcnk szerint m\u00f3dos\u00edthatjuk, illetve sz\u00fcks\u00e9g eset\u00e9n egy eg\u00e9rmozdulattal \u00e1talak\u00edthatjuk azok automatizmuson bel\u00fcli, egym\u00e1s ut\u00e1ni sorrendj\u00e9t. A <strong>Drag &amp; Drop<\/strong> (\u201cFogd \u00e9s Vidd\u201d) <strong>technik\u00e1<\/strong>nak k\u00f6sz\u00f6nhet\u0151en, a dobozt megragadva \u00e9s f\u00fcgg\u0151leges ir\u00e1nyban felfel\u00e9 vagy lefel\u00e9 elmozgatva ez ugyanis m\u00e1r gyerekj\u00e1t\u00e9k a MiniCRM-ben. Ha pedig esetleg az \u00e9rintett automatizmus egy adott l\u00e9p\u00e9s\u00e9re tov\u00e1bb m\u00e1r nincs sz\u00fcks\u00e9g\u00fcnk \u00e9s szeretn\u00e9nk azt elt\u00e1vol\u00edtani, akkor elegend\u0151 az ott l\u00e1that\u00f3 kuka ikonra kattintanunk, \u00e9s az elem azonnal t\u00f6rl\u00e9sre is ker\u00fcl.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_beallitas.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1623 aligncenter\" style=\"border: 0px none;\" title=\"Automatizmus l\u00e9p\u00e9s\u00e9nek testreszab\u00e1sa\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_beallitas.jpg\" alt=\"\" width=\"512\" height=\"426\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_beallitas.jpg 512w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_beallitas-300x250.jpg 300w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_beallitas-483x402.jpg 483w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_beallitas-361x300.jpg 361w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/a>Az egyes l\u00e9p\u00e9sek testreszab\u00e1s\u00e1t, a be\u00e1ll\u00edt\u00e1sok megfelel\u0151 elv\u00e9gz\u00e9s\u00e9t k\u00f6vet\u0151en b\u00e1rmikor aktiv\u00e1lhatjuk automatizmusunkat, mi\u00e1ltal enged\u00e9lyezz\u00fck MiniCRM rendszer\u00fcnk sz\u00e1m\u00e1ra, hogy \u00fczeneteinket automatikusan kik\u00fcldje az \u00e9rintett \u00fcgyfeleknek, koll\u00e9g\u00e1knak, illetve hogy sz\u00fcks\u00e9g szerint teend\u0151ket vegyen fel munkat\u00e1rsainknak az adatlapokra.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_aktivalas.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1624 aligncenter\" style=\"border: 0px none;\" title=\"Automatizmus aktiv\u00e1l\u00e1sa\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_aktivalas.jpg\" alt=\"\" width=\"232\" height=\"64\" \/><\/a>Ha pedig valamely automatizmusunk m\u00e1r feleslegess\u00e9 v\u00e1lt, \u00fagy azt b\u00e1rmikor lekapcsolhatjuk, illetve t\u00f6r\u00f6lhetj\u00fck, hiszen a k\u00e9s\u0151bbiek folyam\u00e1n, ha ism\u00e9t sz\u00fcks\u00e9g\u00fcnk lenne r\u00e1, egy kattint\u00e1ssal ism\u00e9t aktiv\u00e1lhatjuk, ak\u00e1r a lomt\u00e1runkb\u00f3l is.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_lomtar.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1625 aligncenter\" style=\"border: 0px none;\" title=\"Automatizmus vissza\u00e1ll\u00edt\u00e1sa a lomt\u00e1rb\u00f3l\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2012\/07\/automatizmus_lomtar.jpg\" alt=\"\" width=\"257\" height=\"62\" \/><\/a><em>Megfelel\u0151 automatizmusok seg\u00edts\u00e9g\u00e9vel teh\u00e1t MiniCRM-\u00fcnk hat\u00e1konys\u00e1ga jelent\u0151sen n\u00f6velhet\u0151. Rendszer\u00fcnk \u00edgy nemcsak hogy mentes\u00edt bizonyos monoton feladatok elv\u00e9gz\u00e9se al\u00f3l, de lehet\u0151s\u00e9get biztos\u00edt arra is, hogy &#8211; kreativit\u00e1sunkat kihaszn\u00e1lva &#8211; egyedi ig\u00e9nyeinknek megfelel\u0151en testreszabott automatizmusok sokas\u00e1ga \u00e1ltal m\u00e9g k\u00f6nnyebb\u00e9 tegy\u00fck &#8211; \u00fczleti &#8211; \u00e9let\u00fcnket. A felszabadul\u00f3 er\u0151forr\u00e1sainkat pedig imm\u00e1ron arra ford\u00edthatjuk, ami igaz\u00e1n fontos val\u00f3di c\u00e9ljaink el\u00e9r\u00e9se \u00e9rdek\u00e9ben.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Projekt alap\u00fa MiniCRM rendszer\u00fcnkben a follow-upot (ut\u00e1nk\u00f6vet\u00e9st) alkalmazva, automatizmusok seg\u00edts\u00e9g\u00e9vel motiv\u00e1lhatjuk \u00fcgyfeleinket az \u00fczleti folyamatokban val\u00f3 el\u0151rel\u00e9p\u00e9sre, \u00e9s figyelmeztethetj\u00fck munkat\u00e1rsainkat az \u00fcgyfelekkel kapcsolatos feladataik elv\u00e9gz\u00e9s\u00e9re is. Mindezt teljesen automatikusan, emberi beavatkoz\u00e1s n\u00e9lk\u00fcl biztos\u00edtja sz\u00e1munkra MiniCRM-\u00fcnk. Ehhez pedig nem kell m\u00e1st tenn\u00fcnk, mint megfelel\u0151en testreszabni a moduljainkon bel\u00fcli automatizmusainkat \u00e9s hagynunk, hogy rendszer\u00fcnk dolgozzon helyett\u00fcnk. \u00c9rdemes [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"gallery","meta":{"inline_featured_image":false,"footnotes":""},"categories":[376],"tags":[207],"class_list":["post-1264","post","type-post","status-publish","format-gallery","hentry","category-minicrm","tag-statuszok","post_format-post-format-gallery"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Automatizmusokkal az (\u00fczleti) \u00e9let is k\u00f6nnyebb<\/title>\n<meta name=\"description\" content=\"Projekt alap\u00fa MiniCRM rendszer\u00fcnkben a follow-upot (ut\u00e1nk\u00f6vet\u00e9st) alkalmazva, automatizmusok 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