{"id":20841,"date":"2019-11-20T08:08:02","date_gmt":"2019-11-20T07:08:02","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=20841"},"modified":"2025-11-18T09:45:58","modified_gmt":"2025-11-18T08:45:58","slug":"produsele-minicrm","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/produsele-minicrm\/","title":{"rendered":"Produsele MiniCRM"},"content":{"rendered":"<h3>Rezumat<\/h3>\n<ul>\n<li style=\"list-style-type: none\">\n<ul>\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">Produsul V\u00e2nz\u0103ri<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">Produsul Comenzi<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">Produsul Facturare<\/a><\/li>\n<li><a href=\"#anchor-4\" target=\"_self\" rel=\"noopener\">Produsul Oferte<\/a><\/li>\n<li><a href=\"#anchor-5\" target=\"_self\" rel=\"noopener\">Produsul Avize<\/a><\/li>\n<li><a href=\"#anchor-6\" target=\"_self\" rel=\"noopener\">Produsul Helpdesk<\/a><\/li>\n<li><a href=\"#anchor-12\" target=\"_self\" rel=\"noopener\">Pachetul HR<\/a><\/li>\n<li><a href=\"#anchor-7\" target=\"_self\" rel=\"noopener\">Produsul Custom<\/a><\/li>\n<li><a href=\"#anchor-8\" target=\"_self\" rel=\"noopener\">Ad\u0103ugarea unui produs nou<\/a><\/li>\n<li><a href=\"#anchor-9\" target=\"_self\" rel=\"noopener\">Gestiunea articolelor \u0219i\/sau serviciilor<\/a><\/li>\n<li><a href=\"#anchor-10\" target=\"_self\" rel=\"noopener\">Pipeline automat vs. configurat<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<div><\/div>\n<div><\/div>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">Pentru a activa \u0219i\/sau edita un produs \u00een MiniCRM ai nevoie de drepturi de administrator<\/div>\n<p style=\"text-align: justify;\">Un produs din MiniCRM reprezint\u0103 un proces din compania ta \u0219i indic\u0103 pa\u0219ii de urmat de la prospectare p\u00e2n\u0103 la o v\u00e2nzare cu succes, de exemplu.<\/p>\n<p style=\"text-align: justify;\">Structura produsar\u0103 a sistemului \u00ee\u021bi permite s\u0103 gestionezi mai multe procese astfel \u00eenc\u00e2t toate datele tale s\u0103 fie \u00eentr-un singur loc, u\u0219or accesibile pentru toat\u0103 echipa.<\/p>\n<h3 id=\"anchor-1\" style=\"text-align: justify;\">Produsul V\u00e2nz\u0103ri<\/h3>\n<p style=\"text-align: justify;\">Produsul V\u00e2nz\u0103ri (sau auto-v\u00e2nz\u0103ri &#8211; terminologie folosit\u0103 datorit\u0103 faptului c\u0103 Pipeline-ul acestuia este automat) te ajut\u0103 s\u0103 gestionezi v\u00e2nz\u0103rile tale at\u00e2t pentru articole c\u00e2t \u0219i pentru servicii.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.20.28.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43454 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.20.28.png\" alt=\"\" width=\"2838\" height=\"1526\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.20.28.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.20.28-300x161.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.20.28-1024x551.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.20.28-768x413.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.20.28-1536x826.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.20.28-2048x1101.png 2048w\" sizes=\"auto, (max-width: 2838px) 100vw, 2838px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Denumirea de auto-v\u00e2nz\u0103ri vine de la faptul c\u0103 \u00een func\u021bie de ac\u021biunile utilizatorului \u0219i de modific\u0103rile pe care acesta le face pe card, acel card trece de la prospectare la \u00een curs de v\u00e2nzare \u0219i apoi poate trece \u00een categoria\u00a0<em>clien\u021bi<\/em> sau <em>baz\u0103 de date, <\/em>statusul cardurilor din acest produs schimb\u00e2ndu-se automat \u00een func\u021bie de selec\u021bia f\u0103cut\u0103 pe card.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.20.53.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43457 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.20.53.png\" alt=\"\" width=\"2838\" height=\"1512\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.20.53.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.20.53-300x160.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.20.53-1024x546.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.20.53-768x409.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.20.53-1536x818.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.20.53-2048x1091.png 2048w\" sizes=\"auto, (max-width: 2838px) 100vw, 2838px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Op\u021biunea\u00a0<em>Este decis<\/em> te ajut\u0103 s\u0103 diferen\u021biezi prospec\u021bii \u0219i s\u0103 \u00eei abordezi cu prioritate pe cei deci\u0219i \u0219i cu care ai cele mai multe \u0219anse s\u0103 \u00eenchizi v\u00e2nzarea.<\/p>\n<p style=\"text-align: justify;\">Acest produs este esen\u021bial pentru\u00a0<em>calificarea\u00a0<\/em>prospec\u021bilor. Prin calificare \u00een\u021belegem evaluarea disponibilit\u0103\u021bii acelui prospect de a cump\u0103ra sau de a accesa servicii precum \u0219i importan\u021ba pe care vrei s\u0103 o acorzi acelui prospect.<\/p>\n<p style=\"text-align: justify;\">\u00cen func\u021bie de op\u021biunile selectate, un prospect poate fi:<\/p>\n<ol style=\"text-align: justify;\">\n<li>Prospect <em><strong>necalificat\u00a0<\/strong><\/em>&#8211; reprezint\u0103 acel prospect care reprezint\u0103 cel mai sc\u0103zut interes pentru tine de a-i vinde.<\/li>\n<li>Prospect <em><strong>calificat<\/strong> &#8211;\u00a0<\/em>reprezint\u0103 grupul t\u0103u \u021bint\u0103 de prospec\u021bi<\/li>\n<li>Prospect <strong>VIP<\/strong> &#8211; reprezint\u0103 grupul de prospec\u021bi importan\u021bi.<\/li>\n<\/ol>\n<p style=\"text-align: justify;\">O alt\u0103 caracteristic\u0103 important\u0103 a produsului este aceea c\u0103 po\u021bi modifica foarte u\u0219or stadiul \u00een care te afli cu o oportunitate din op\u021biunile existente (calificare, \u00een curs, v\u00e2nzare c\u00e2\u0219tigat\u0103 sau v\u00e2nzare pierdut\u0103).<\/p>\n<h3 id=\"anchor-2\" style=\"text-align: justify;\">Produsul Comenzi<\/h3>\n<p style=\"text-align: justify;\">Acest produs \u00ee\u021bi permite s\u0103 gestionezi comenzile clien\u021bilor t\u0103i \u0219i este un produs cu Pipeline automat, care se modific\u0103 \u00een func\u021bie de ac\u021biunile utilizatorului.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.21.56-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43466 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.21.56-1.png\" alt=\"\" width=\"2832\" height=\"1516\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.21.56-1.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.21.56-1-300x161.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.21.56-1-1024x548.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.21.56-1-768x411.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.21.56-1-1536x822.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.21.56-1-2048x1096.png 2048w\" sizes=\"auto, (max-width: 2832px) 100vw, 2832px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Pagina principal\u0103 a acestui produs difer\u0103 fa\u021b\u0103 de celelalte prin prisma faptului c\u0103 \u00een prim plan este adus\u0103 ad\u0103ugarea de articole precum \u0219i alte detalii specifice unei comenzi.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.24.31-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43469 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.24.31-1.png\" alt=\"\" width=\"2836\" height=\"1518\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.24.31-1.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.24.31-1-300x161.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.24.31-1-1024x548.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.24.31-1-768x411.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.24.31-1-1536x822.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.24.31-1-2048x1096.png 2048w\" sizes=\"auto, (max-width: 2836px) 100vw, 2836px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">D\u00e2nd click pe tab-ul\u00a0<em>Cardul comenzii<\/em> po\u021bi accesa vizualizarea clasic\u0103 a produsului. \u00cen aceast\u0103 vizualizare po\u021bi ad\u0103uga c\u00e2mpuri \u00een mod normal.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.24.57.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43472 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.24.57.png\" alt=\"\" width=\"2834\" height=\"1510\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.24.57.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.24.57-300x160.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.24.57-1024x546.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.24.57-768x409.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.24.57-1536x818.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.24.57-2048x1091.png 2048w\" sizes=\"auto, (max-width: 2834px) 100vw, 2834px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Po\u021bi comuta oric\u00e2nd \u00eentre tab-ul\u00a0<em>Comand\u0103\u00a0<\/em>\u0219i tab-ul\u00a0<em>Cardul comenzii<\/em>.<\/p>\n<p style=\"text-align: justify;\">Pentru a vedea mai multe detalii legate de produs \u00een care po\u021bi gestiona comenzile, consult\u0103 <a href=\"..\/comenzi\">pagina dedicat\u0103<\/a>.<\/p>\n<h3 style=\"text-align: justify;\"><\/h3>\n<h3 id=\"anchor-3\" style=\"text-align: justify;\">Produsul Facturare<\/h3>\n<p style=\"text-align: justify;\">Produsul facturare \u00ee\u021bi permite s\u0103 emi\u021bi facturi clien\u021bilor t\u0103i. Po\u021bi emite <a href=\"..\/facturi\">facturi normale<\/a> sau <a href=\"..\/facturi-recurente\">facturi recurente<\/a>, care se emit automat lunar pe baza unei facturi ini\u021biale setate de tine.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.25.44.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43475 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.25.44.png\" alt=\"\" width=\"2840\" height=\"1522\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.25.44.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.25.44-300x161.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.25.44-1024x549.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.25.44-768x412.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.25.44-1536x823.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.25.44-2048x1098.png 2048w\" sizes=\"auto, (max-width: 2840px) 100vw, 2840px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Similar produsului Comenzi, produsul facturare este \u00eemp\u0103r\u021bit \u00een tab-uri\u00a0<em>Factura <\/em>\u0219i\u00a0<em>Cardul facturii.\u00a0<\/em>De asemenea \u0219i produsul facturare este un produs cu Pipeline automat.<\/p>\n<p style=\"text-align: justify;\">Din produsul facturare po\u021bi emite \u0219i facturi pro forme.<\/p>\n<h3 id=\"anchor-4\" style=\"text-align: justify;\">Produsul Oferte<\/h3>\n<p style=\"text-align: justify;\">Acesta \u00ee\u021bi permite s\u0103 emi\u021bi \u0219i s\u0103 gestionezi oferte pentru clien\u021bii t\u0103i. De asemenea, po\u021bi personaliza \u0219ablonul folosit ca baz\u0103 pentru generarea ofertei pentru a genera un document care s\u0103 reflecte identitatea companiei tale.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.26.42.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43478 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.26.42.png\" alt=\"\" width=\"2828\" height=\"1522\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.26.42.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.26.42-300x161.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.26.42-1024x551.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.26.42-768x413.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.26.42-1536x827.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.26.42-2048x1102.png 2048w\" sizes=\"auto, (max-width: 2828px) 100vw, 2828px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Similar produsului Comenzi, produsul oferte este \u00eemp\u0103r\u021bit \u00een tab-uri <em>Oferta <\/em>\u0219i\u00a0<em>Cardul ofertei.\u00a0<\/em><\/p>\n<h3 id=\"anchor-5\" style=\"text-align: justify;\">Produsul Avize<\/h3>\n<p style=\"text-align: justify;\">Acesta \u00ee\u021bi permite s\u0103 emi\u021bi \u0219i s\u0103 gestionezi avize de \u00eenso\u021bire a m\u0103rfii.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.27.49.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43481 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.27.49.png\" alt=\"\" width=\"2832\" height=\"1518\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.27.49.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.27.49-300x161.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.27.49-1024x549.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.27.49-768x412.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.27.49-1536x823.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.27.49-2048x1098.png 2048w\" sizes=\"auto, (max-width: 2832px) 100vw, 2832px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Similar celorlalte produse \u0219i acesta este \u00eemp\u0103r\u021bit \u00een tab-uri <em>Aviz <\/em>\u0219i\u00a0<em>Cardul avizului.\u00a0<\/em><\/p>\n<h3 id=\"anchor-6\" style=\"text-align: justify;\">Produsul Helpdesk<\/h3>\n<p style=\"text-align: justify;\">Acest produs \u00ee\u021bi permite s\u0103 gestionezi sesiz\u0103rile venite de la clien\u021bii t\u0103i \u00eentr-un mod profesionist \u0219i eficient.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.03.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43484 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.03.png\" alt=\"\" width=\"2836\" height=\"1516\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.03.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.03-300x160.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.03-1024x547.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.03-768x411.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.03-1536x821.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.03-2048x1095.png 2048w\" sizes=\"auto, (max-width: 2836px) 100vw, 2836px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Spre deosebire de produsele anterioare, acest produs permite configurarea Pipeline-ului conform nevoilor tale. Pentru a configura Pipeline-ul apas\u0103 pe <img loading=\"lazy\" decoding=\"async\" class=\" wp-image-20376 alignnone\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2019-11-11-at-12.32.29.png\" alt=\"\" width=\"14\" height=\"25\" \/>din dreapta butonului\u00a0<em>Filtru<\/em>. Pentru detalii legate de configurarea Pipeline-ului consult\u0103 <a href=\"..\/configurarea-pipeline-ului\">pagina dedicat\u0103<\/a>.<\/p>\n<h3 id=\"anchor-12\">Pachetul HR<\/h3>\n<p><b>Produsul de HR este ideal pentru tine atunci c\u00e2nd\u2026<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Firma ta este, mai degrab\u0103, micu\u021b\u0103 (sub 50 de angaja\u021bi) \u0219i nu ai un departament de Resurse Umane dedicat. Managerul este cel care se ocup\u0103 de tot ce \u00eenseamn\u0103 proces de recrutare. C\u00e2t prive\u0219te partea de documente ale angaja\u021bilor, acestea sunt manageriate tot de o persoan\u0103 intern\u0103.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Firma ta are un departament de Resurse Umane dedicat, \u00eens\u0103 acesta lucreaz\u0103 mai mult manual \u0219i cu documente fizice. Exist\u0103 o persoan\u0103 care trebuie s\u0103 fie deosebit de atent\u0103 la expirarea perioadelor de prob\u0103, a adeverin\u021belor medicale \u0219i a altor documente. C\u00e2teodat\u0103, se \u00eent\u00e2mpl\u0103 se \u00eent\u00e2mpl\u0103 s\u0103 mai \u00eent\u00e2rzia\u021bi cu diverse date limit\u0103.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">\u00cen sistemul vostru de MiniCRM sunt multe sarcini generate \u00een mod automat, din automatiz\u0103ri, formulare sau programatorul de \u00eent\u00e2lniri. De asemenea, atunci c\u00e2nd un coleg pleac\u0103 \u00een concediu, se \u00eent\u00e2mpl\u0103 s\u0103 mai apar\u0103 confuzii iar colegii s\u0103i s\u0103-i atribuie task-uri \u00een absen\u021ba sa &#8211; ceea ce genereaz\u0103 diverse blocaje.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Firma ta are ca obiect de activitate principal recrutarea.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-48407 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2023-09-01-at-12.31.29.png\" alt=\"\" width=\"2854\" height=\"1314\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2023-09-01-at-12.31.29.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2023-09-01-at-12.31.29-300x138.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2023-09-01-at-12.31.29-1024x471.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2023-09-01-at-12.31.29-768x354.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2023-09-01-at-12.31.29-1536x707.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2023-09-01-at-12.31.29-2048x943.png 2048w\" sizes=\"auto, (max-width: 2854px) 100vw, 2854px\" \/><\/p>\n<p><b>Integr\u0103ri cu produsul de HR de care e bine s\u0103 \u0219tii<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Produsul de HR dispune de dou\u0103 integr\u0103ri esen\u021biale \u00een procesul de recrutare &#8211; BestJobs \u0219i eJobs.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ca s\u0103 vezi mai multe detalii despre acestea, te invit\u0103m s\u0103 consul\u021bi paginile dedicate: pentru BestJobs <a href=\"https:\/\/www.minicrm.ro\/help\/integrare-bestjobs\/\">aici<\/a>, iar pentru eJobs <a href=\"https:\/\/www.minicrm.ro\/help\/integrare-ejobs\/\">aici<\/a>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Odat\u0103 realizat\u0103 integrarea cu oricare dintre cele dou\u0103 platforme, orice aplicant la un anun\u021b postat de tine pe platforma respectiv\u0103 va intra direct \u00een MiniCRM, sub forma unui card de oportunitate de candidat.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">C\u00e2mpurile din MiniCRM se vor completa automat cu informa\u021biile stipulate pe profilul candidatului de pe platforma pe care a aplicat.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">De aici, tu vei putea s\u0103 mergi mai departe cu el \u00een procesul de recrutare sau \u00eel vei putea muta direct \u00een statusul de Candida\u021bi respin\u0219i.<\/span><\/p>\n<p><b>C\u00e2t de personalizabil este produsul de HR?<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Produsul de HR vine cu un pipeline prestabilit, \u00eens\u0103 acesta este complet editabil, at\u00e2t timp c\u00e2t, \u00een abonamentul t\u0103u, exist\u0103 add on-ul de<strong> Editare a pipeline-ului<\/strong>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u00cen mod similar, po\u021bi edita \u0219i cardul de oportunitate, astfel \u00eenc\u00e2t acesta s\u0103 corespund\u0103 100% cu procesul t\u0103u de recrutare \u0219i gestionare a colegilor din firm\u0103.<\/span><\/p>\n<p><b>Ce po\u021bi automatiza \u00een produsul de HR?<\/b><\/p>\n<p><span style=\"font-weight: 400;\">C\u00e2teva exemple de automatiz\u0103ri pe care le po\u021bi realiza \u00een produsul de HR sunt:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Sarcini deschise \u00een mod automat atunci c\u00e2nd ai un nou aplicant la un anun\u021b<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">E-mail-uri automate de respingere c\u0103tre candida\u021bii cu care alegi s\u0103 nu mergi mai departe<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Remindere pe e-mail sau SMS cu 1 zi \u00eenainte de interviul stabilit, pentru candida\u021bii pe care \u00eei ai \u00een procesul de recrutare<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Remindere pentru tine \u0219i colegi pe e-mail, SMS sau sub form\u0103 de sarcini atunci c\u00e2nd un document este pe cale s\u0103 expire (ex: medicina muncii, instructajul SSM, instructajul SU etc.)<\/span><\/li>\n<\/ul>\n<p>Pentru realizarea acestora vei avea nevoie de add-on-urile de <strong>Notific\u0103ri automate \u0219i campanii<\/strong> \u0219i <strong>Automatiz\u0103ri interne<\/strong>.<\/p>\n<p><b>Ce extensii po\u021bi ad\u0103uga \u00een produsul de HR?<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Ca oricare alt produs, \u0219i produsul de HR are o serie de extensii menite s\u0103 vin\u0103 \u00een ajutorul t\u0103u. Dup\u0103 cum \u0219tii, acestea sunt 100% gratuite.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ca s\u0103 le accesezi, doar megi \u00een categoria de Extensii de sub numele modului.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Aici o s\u0103 reg\u0103se\u0219ti o serie de pachete de documente \u0219i anexe pe care le po\u021bi ad\u0103uga \u00een sistemul t\u0103u \u0219i personaliza ulterior.<\/span><\/p>\n<p><b>Gestionarea sarcinilor acelor colegi care sunt pleca\u021bi \u00een concediu<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Un alt aspect pe care pachetul de HR \u00eel include este un modul separat de Concedii. Pe acesta va trebui s\u0103 \u00eel adaugi independent de produsul de HR, \u00eens\u0103 nu va veni cu niciun cost suplimentar (\u00eentruc\u00e2t e inclus \u00een pre\u021bul produsului de HR).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Acest produs de Concedii NU este o platform\u0103 de gestionare a zilelor de concediu propriu-zise. Cu alte cuvinte, el nu este menit s\u0103 \u021bin\u0103 eviden\u021ba tuturor zilelor de concediu ale colegilor t\u0103i \u0219i c\u00e2te au mai r\u0103mas din aceseta la un moment dat.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ce face produsul de Concedii este s\u0103 se ocupe de redistribuirea sarcinilor colegilor pleca\u021bi \u00een concediu.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ca s\u0103 vezi cum \u00eel po\u021bi seta, consult\u0103 pagina <a href=\"https:\/\/www.minicrm.ro\/help\/gestionarea-sarcinilor-colegilor-in-concediu-produsul-de-concedii\/\">dedicat\u0103<\/a>.<\/span><\/p>\n<h3 id=\"anchor-7\" style=\"text-align: justify;\">Produsul Custom<\/h3>\n<p style=\"text-align: justify;\">Produsul Custom este cel mai versatil produs al sistemului, acesta put\u00e2nd fi configurat \u00een aproape orice produs specific este nevoie. Dintr-un produs Custom po\u021bi configura oric\u00e2nd un produs personalizabil de v\u00e2nz\u0103ri, evenimente, participan\u021bi, HR sau orice produs ai nevoie. \u00cen mod evident, Pipeline-ul acestui produs este personalizabil. Pentru configurarea Pipeline-ului consult\u0103 <a href=\"..\/configurarea-pipeline-ului\">pagina dedicat\u0103<\/a>.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.18.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43487 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.18.png\" alt=\"\" width=\"2832\" height=\"1520\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.18.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.18-300x161.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.18-1024x550.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.18-768x412.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.18-1536x824.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.18-2048x1099.png 2048w\" sizes=\"auto, (max-width: 2832px) 100vw, 2832px\" \/><\/a><\/p>\n<h3 id=\"anchor-8\" style=\"text-align: justify;\">Ad\u0103ugarea unui produs nou<\/h3>\n<p style=\"text-align: justify;\">Pentru detalii legate de ad\u0103ugarea unui nou produs consult\u0103 <a href=\"..\/cum-adaug-module\">pagina dedicat\u0103<\/a>.<\/p>\n<h3 id=\"anchor-9\" style=\"text-align: justify;\">Gestiunea articolelor<\/h3>\n<p style=\"text-align: justify;\">MiniCRM are o sec\u021biune destinat\u0103 gestiunii de baz\u0103 a articolelor \u0219i stocurilor. Aceasta este comun\u0103 produselor Comenzi \u0219i Facturare \u00eentruc\u00e2t ambele opereaz\u0103 cu articole \u0219i\/sau servicii.<\/p>\n<p style=\"text-align: justify;\">Pentru a accesa aceast\u0103 sec\u021biune click pe <img loading=\"lazy\" decoding=\"async\" class=\" wp-image-21063 alignnone\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2019-11-26-at-10.33.54.png\" alt=\"\" width=\"20\" height=\"17\" \/> de la produsul Comenzi sau Facturare \u0219i apoi selecteaz\u0103 op\u021biunea\u00a0<em>articole<\/em>.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.46.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43490 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.46.png\" alt=\"\" width=\"2838\" height=\"1518\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.46.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.46-300x160.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.46-1024x548.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.46-768x411.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.46-1536x822.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.28.46-2048x1095.png 2048w\" sizes=\"auto, (max-width: 2838px) 100vw, 2838px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Se va deschide fereastra sec\u021biunii de gestiune a articolelor<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.29.18.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43493 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.29.18.png\" alt=\"\" width=\"2836\" height=\"1512\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.29.18.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.29.18-300x160.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.29.18-1024x546.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.29.18-768x409.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.29.18-1536x819.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.29.18-2048x1092.png 2048w\" sizes=\"auto, (max-width: 2836px) 100vw, 2836px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Dac\u0103 dai click pe unul din articole, se va deschide cardul respectivului articol \u00een care po\u021bi completa c\u00e2mpurile \u00een func\u021bie de necesit\u0103\u021bi.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.29.35.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43496 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.29.35.png\" alt=\"\" width=\"2830\" height=\"1518\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.29.35.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.29.35-300x161.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.29.35-1024x549.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.29.35-768x412.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.29.35-1536x824.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2022-11-03-at-11.29.35-2048x1099.png 2048w\" sizes=\"auto, (max-width: 2830px) 100vw, 2830px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Dac\u0103 ai nevoie de c\u00e2mpuri suplimentare, le po\u021bi ad\u0103uga din col\u021bul din dreapta sus d\u00e2nd click pe cele 3 punctule\u021be ( <img loading=\"lazy\" decoding=\"async\" class=\" wp-image-20376 alignnone\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/Screenshot-2019-11-11-at-12.32.29.png\" alt=\"\" width=\"15\" height=\"26\" \/>.)<\/p>\n<h3 id=\"anchor-10\" style=\"text-align: justify;\">Pipeline automat vs. configurat<\/h3>\n<p style=\"text-align: justify;\">Diferen\u021ba \u00eentre cele dou\u0103 tipuri de Pipeline este evident\u0103, unul este pre-setat \u0219i fix \u00een timp ce cel\u0103lalt este configurabil \u0219i adaptabil.<\/p>\n<p style=\"text-align: justify;\">Diferen\u021ba dintre ele este dat\u0103 de scopul pentru care se folose\u0219te produsul respectiv. Astfel, dac\u0103 \u00ee\u021bi dore\u0219ti s\u0103 \u00ee\u021bi standardizezi \u0219i s\u0103 eficientizezi procesul de v\u00e2nzare vei alege un Pipeline automat care este rapid \u0219i simplu de folosit. Dac\u0103 \u00een schimb, ai un proces mai aparte pe care \u00ee\u021bi dore\u0219ti s\u0103 \u00eel gestionezi \u00een MiniCRM, atunci vei alege un Pipeline configurabil pe nevoile tale.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Rezumat Produsul V\u00e2nz\u0103ri Produsul Comenzi Produsul Facturare Produsul Oferte Produsul Avize Produsul Helpdesk Pachetul HR Produsul Custom Ad\u0103ugarea unui produs nou Gestiunea articolelor \u0219i\/sau serviciilor Pipeline automat vs. configurat &nbsp; Pentru a activa \u0219i\/sau edita un produs \u00een MiniCRM ai nevoie de drepturi de administrator Un produs din MiniCRM reprezint\u0103 un proces din compania ta [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2517,2515],"tags":[1329],"class_list":["post-20841","post","type-post","status-publish","format-standard","hentry","category-produse","category-produse-si-accesorii","tag-module-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - 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