{"id":33351,"date":"2021-04-13T09:21:15","date_gmt":"2021-04-13T07:21:15","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=33351"},"modified":"2026-01-14T16:25:48","modified_gmt":"2026-01-14T15:25:48","slug":"accesorii-minicrm","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/accesorii-minicrm\/","title":{"rendered":"Accesorii MiniCRM"},"content":{"rendered":"<p>&nbsp;<\/p>\n<h3 style=\"text-align: justify;\"><a href=\"#anchor-0\" target=\"_self\" rel=\"noopener\">Pachet Integr\u0103ri<\/a><\/h3>\n<ul style=\"text-align: justify;\">\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">Extensie Gmail<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">Sincronizare calendar<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">Sincronizare contacte agend\u0103 telefonic\u0103<\/a><\/li>\n<li><a href=\"#anchor-4\" target=\"_self\" rel=\"noopener\">Sincronizare foi de calcul Google<\/a><\/li>\n<\/ul>\n<h3 style=\"text-align: justify;\"><a href=\"#anchor-50\" target=\"_self\" rel=\"noopener\">Pachet Func\u021bionalit\u0103\u021bi extra<\/a><\/h3>\n<ul style=\"text-align: justify;\">\n<li><a href=\"#anchor-5\" target=\"_self\" rel=\"noopener\">Personalizare pipeline<\/a><\/li>\n<li><a href=\"#anchor-6\" target=\"_self\" rel=\"noopener\">Tabele Kanban<\/a><\/li>\n<li><a href=\"#anchor-7\" target=\"_self\" rel=\"noopener\">Generare documente PDF<\/a><\/li>\n<li><a href=\"#anchor-8\" target=\"_self\" rel=\"noopener\">DeDuplicare<\/a><\/li>\n<li><a href=\"#anchor-9\" target=\"_self\" rel=\"noopener\">Managementul obiectivelor<\/a><\/li>\n<\/ul>\n<h3 style=\"text-align: justify;\"><a href=\"#anchor-51\" target=\"_self\" rel=\"noopener\">Pachet Automatiz\u0103ri marketing<\/a><\/h3>\n<ul style=\"text-align: justify;\">\n<li><a href=\"#anchor-10\" target=\"_self\" rel=\"noopener\">Formulare avansate<\/a><\/li>\n<li><a href=\"#anchor-11\" target=\"_self\" rel=\"noopener\">Trimiterea in mas\u0103 a emailurilor<\/a><\/li>\n<li><a href=\"#anchor-12\" target=\"_self\" rel=\"noopener\">Notific\u0103ri \u0219i campanii automatizate<\/a><\/li>\n<li><a href=\"#anchor-13\" target=\"_self\" rel=\"noopener\">Conectare campanii generare leaduri Facebook<\/a><\/li>\n<\/ul>\n<h3 style=\"text-align: justify;\"><a href=\"#anchor-52\" target=\"_self\" rel=\"noopener\">Pachet Cre\u0219tere a productivit\u0103\u021bii<\/a><\/h3>\n<ul style=\"text-align: justify;\">\n<li><a href=\"#anchor-14\" target=\"_self\" rel=\"noopener\">Carduri conectate<\/a><\/li>\n<li><a href=\"#anchor-15\" target=\"_self\" rel=\"noopener\">Formulare interne<\/a><\/li>\n<li><a href=\"#anchor-16\" target=\"_self\" rel=\"noopener\">Automatiz\u0103ri interne<\/a><\/li>\n<li><a href=\"#anchor-20\" target=\"_self\" rel=\"noopener\">Completarea automat\u0103 a c\u00e2mpurilor<\/a><\/li>\n<\/ul>\n<h3 style=\"text-align: justify;\"><a href=\"#anchor-53\" target=\"_self\" rel=\"noopener\">Pachet Func\u021bionalit\u0103\u021bi avansate<\/a><\/h3>\n<ul style=\"text-align: justify;\">\n<li><a href=\"#anchor-17\" target=\"_self\" rel=\"noopener\">Filtre segment<\/a><\/li>\n<li><a href=\"#anchor-18\" target=\"_self\" rel=\"noopener\">C\u00e2mpuri ascunse<\/a><\/li>\n<li><a href=\"#anchor-19\" target=\"_self\" rel=\"noopener\">Drepturile utilizatorilor +<\/a><\/li>\n<li><a href=\"#anchor-21\" target=\"_self\" rel=\"noopener\">Facturi recurente<\/a><\/li>\n<li><a href=\"#anchor-22\" target=\"_self\" rel=\"noopener\">Raportul Wall of Progress<\/a><\/li>\n<\/ul>\n<h3 style=\"text-align: justify;\"><a href=\"#anchor-54\" target=\"_self\" rel=\"noopener\">Pachet Integr\u0103ri avansate<\/a><\/h3>\n<ul style=\"text-align: justify;\">\n<li><a href=\"#anchor-23\" target=\"_self\" rel=\"noopener\">Integrarea VOIP<\/a><\/li>\n<li><a href=\"#anchor-24\" target=\"_self\" rel=\"noopener\">MiniCRM API + Sincrinizare XML<\/a><\/li>\n<\/ul>\n<h3 style=\"text-align: justify;\"><a href=\"#anchor-55\" target=\"_self\" rel=\"noopener\">Facturare \u00een func\u021bie de utilizare<\/a><\/h3>\n<ul style=\"text-align: justify;\">\n<li><a href=\"#anchor-25\" target=\"_self\" rel=\"noopener\">Integrarea cu OpenAPI<\/a><\/li>\n<li><a href=\"#anchor-26\" target=\"_self\" rel=\"noopener\">Trimitere SMS<\/a><\/li>\n<\/ul>\n<h3 style=\"text-align: justify;\"><a href=\"#anchor-60\" target=\"_self\" rel=\"noopener\">Pachet noi dezvolt\u0103ri<\/a><\/h3>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><a href=\"#anchor-65\" target=\"_self\" rel=\"noopener\">Design email editor<\/a><\/li>\n<li><a href=\"#anchor-66\" target=\"_self\" rel=\"noopener\">Carduri confiden\u021biale<\/a><\/li>\n<li><a style=\"background-color: #ffffff;\" href=\"#anchor-67\" target=\"_self\" rel=\"noopener\">Vizualizare pe hart\u0103<\/a><\/li>\n<li><a href=\"#transcriere\" target=\"_self\" rel=\"noopener\">Transcriere AI<\/a><\/li>\n<li><a href=\"#anchor-69\" target=\"_self\" rel=\"noopener\">BI MiniCRM<\/a><\/li>\n<li><a href=\"#anchor-70\" target=\"_self\" rel=\"noopener\">Integrare prin MiniSync<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\"><\/li>\n<\/ul>\n<h2 id=\"anchor-0\" style=\"text-align: justify;\">Pachet Integr\u0103ri<\/h2>\n<h3 id=\"anchor-1\" style=\"text-align: justify;\">Extensie Gmail<\/h3>\n<p style=\"text-align: justify;\">Lucrezi cu un cont de Gmail si primesti zilnic e-mailuri de la clien\u021bii tai? Aceste e-mailuri se pierd \u00een inbox-ul t\u0103u sau \u00eentre membrii echipei?<\/p>\n<p style=\"text-align: justify;\">Po\u021bi avea \u00eentreaga coresponden\u021b\u0103 arhivat\u0103 \u00een istoricul clientului printr-un singur click. Salveaz\u0103 timpul echipei tale folosind Add-onul Gmail \u0219i toate conversa\u021biile necesare purtate pe e-mail vor fi accesibile fiec\u0103rui membru al echipei.<\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103 Gmail Extensie?<br \/>\nDup\u0103 activarea add-on-ului trebuie sa te conectezi \u00een contul t\u0103u de Gmail \u0219i s\u0103 descarci plug-inul MiniCRM. Apoi te autentifici folosind numele de utilizator \u0219i parola MiniCRM.<br \/>\nDin acest moment vei putea ad\u0103uga foarte u\u0219or un nou card de oportunitate \u00een sistemul t\u0103u de MiniCRM chiar din plugin, f\u0103r\u0103 a intra \u00een fereastra de MiniCRM.Tot de aici po\u021bi arhiva conversa\u021biile \u0219i s\u0103 le ai pe cardul de oportunitate al clientului \u0219i po\u021bi seta urm\u0103torul pas cu clientul t\u0103u ad\u0103ug\u00e2nd urm\u0103toarea sarcin\u0103.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2021-04-13-at-09.26.02.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-33381\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2021-04-13-at-09.26.02.png\" alt=\"\" width=\"2704\" height=\"1504\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2021-04-13-at-09.26.02.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2021-04-13-at-09.26.02-300x167.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2021-04-13-at-09.26.02-1024x570.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2021-04-13-at-09.26.02-768x427.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2021-04-13-at-09.26.02-1536x854.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2021-04-13-at-09.26.02-2048x1139.png 2048w\" sizes=\"auto, (max-width: 2704px) 100vw, 2704px\" \/><\/a><\/p>\n<p><iframe loading=\"lazy\" title=\"Arhivarea email-urilor din Gmail \u0219i Outlook direct \u00een MiniCRM!\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/NRAN4N7eE0s?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<h3 id=\"anchor-2\" style=\"text-align: justify;\">Sincronizare calendar<\/h3>\n<p style=\"text-align: justify;\">Gestionarea timpului t\u0103u este o provocare? Avem un instrument excelent care s\u0103 te ajute s\u0103 eficientizezi gestionarea timpului t\u0103u \u0219i a echipei.<\/p>\n<p style=\"text-align: justify;\">Add-onul ofer\u0103 o privire de ansamblu rapid\u0103 asupra calendarului membrilor echipei, po\u021bi verifica cu u\u0219urin\u021b\u0103 gradul de ocupare al echipei, pentru a vedea cine ce activit\u0103\u021bi are programate \u0219i c\u00e2nd este disponibil pentru altele noi. Economise\u0219te timp \u0219i elimin\u0103 timpul petrecut cu trimiterea mesajelor inutile pentru a g\u0103si o sincronizare potrivit\u0103.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/calendar.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-33363\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/calendar.png\" alt=\"\" width=\"2500\" height=\"575\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/calendar.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/calendar-300x69.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/calendar-1024x236.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/calendar-768x177.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/calendar-1536x353.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/calendar-2048x471.png 2048w\" sizes=\"auto, (max-width: 2500px) 100vw, 2500px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Cum functioneaza?<br \/>\nToate sarcinile tale vor fi copiate \u00een calendarul t\u0103u printr-o singur\u0103 sincronizare.<br \/>\n\u00ce\u021bi po\u021bi sincroniza sarcinile tale cu calendarul Gmail sau Outlook, dup\u0103 cum dore\u0219ti.<br \/>\nVei avea \u00een continuare folderul personal \u00een calendar dar \u0219i dou\u0103 foldere separate pentru sarcinile tale active, pe care s\u0103 te focusezi \u0219i cele \u00eenchise, pentru a vedea c\u00e2t de eficient ai fost \u00eentr-o anumit\u0103 perioad\u0103 de timp.<br \/>\nEvenimentul\/sarcina creat\u0103 la o anumit\u0103 or\u0103 va con\u021bine: numele clientului, tipul de ac\u021biune\/sarcin\u0103 \u0219i textul din sarcin\u0103 pentru a vedea care este urm\u0103toare ac\u021biune cu el. Po\u021bi programa asta direct din sistemul t\u0103u MiniCRM \u0219i s\u0103-\u021bi setezi un reminder \u00eenainte de eveniment. Calendarul te va notifica.<br \/>\nNu este o problema dac\u0103 trebuie s\u0103 \u00ee\u021bi reprogramezi evenimentul. Po\u021bi face asta direct din calendarul t\u0103u Gmail \u0219i set\u0103rile se vor salva automat \u0219i \u00een sistemul t\u0103u MiniCRM.<br \/>\nR\u0103m\u00e2ne doar o singura \u00eentrebare&#8230;Cu cine \u00ee\u021bi vei partaja calendarul? \ud83d\ude42<\/p>\n<p><iframe loading=\"lazy\" title=\"Integrarea Calendarului t\u0103u preferat cu MiniCRM\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/bC8Z2XaqmR4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<h3 id=\"anchor-3\" style=\"text-align: justify;\">Sincronizare contacte agend\u0103 telefonic\u0103<\/h3>\n<p style=\"text-align: justify;\">Ur\u0103\u0219ti s\u0103 salvezi num\u0103rul fiec\u0103rui client \u00een agenda telefonului separat \u0219i s\u0103 nu \u0219tii cine te sun\u0103 dac\u0103 acesta nu a fost salvat \u00eenc\u0103?<br \/>\nSincronizarea contactelor te ajut\u0103 s\u0103 scapi aceast\u0103 grij\u0103 \u0219i s\u0103 r\u0103spunzi la telefon folosind numele clientului t\u0103u. De \u00eendat\u0103 ce contactul t\u0103u este \u00eenregistrat \u00een sistemul t\u0103u MiniCRM \u00eel vei putea g\u0103si \u0219i \u00een agenda telefonului t\u0103u.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/WhatsApp-Imagfhfghe-2019-12-17-at-16.19.15.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-23994\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/WhatsApp-Imagfhfghe-2019-12-17-at-16.19.15.jpeg\" alt=\"\" width=\"434\" height=\"917\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/WhatsApp-Imagfhfghe-2019-12-17-at-16.19.15.jpeg 606w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/WhatsApp-Imagfhfghe-2019-12-17-at-16.19.15-142x300.jpeg 142w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/WhatsApp-Imagfhfghe-2019-12-17-at-16.19.15-484x1024.jpeg 484w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/WhatsApp-Imagfhfghe-2019-12-17-at-16.19.15-727x1536.jpeg 727w\" sizes=\"auto, (max-width: 434px) 100vw, 434px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103?<br \/>\nDup\u0103 ce ai activat acest add-on trebuie doar s\u0103 urmezi pa\u0219ii prezenta\u021bi \u00een linkurile de mai jos. Set\u0103rile dureaz\u0103 aproximativ 5 minute \u0219i de \u00eendat\u0103 ce termini po\u021bi uita cum s\u0103 salvezi un contact nou \u00een agenda telefonului t\u0103u.<br \/>\nDac\u0103 ai o baz\u0103 de date \u00een sistemul t\u0103u MiniCRM po\u021bi deja s\u0103 vezi numele clientului care te sun\u0103.<\/p>\n<p style=\"text-align: justify;\">Plus \u00eenc\u0103 o aplica\u021bie grozav\u0103 pe care o po\u021bi folosi gratuit este sincronizarea CallLog. CallLog \u00eenregistreaz\u0103 \u00een istoricul cardului de oportunitate al clientului detaliile conversa\u021biilor. A\u0219adar vei avea \u00een istoric: cu cine ai vorbit, c\u00e2te minute a durat conversa\u021bia sau un X ro\u0219u \u00een cazul \u00een care clientul nu \u021bi-a r\u0103spuns. Aceast\u0103 aplica\u021bie func\u021bioneaz\u0103 doar pe Android!<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.minicrm.ro\/help\/aplicatiile-mobile-minicrm\/\" target=\"_blank\" rel=\"noopener\"><strong>Sincronizarea CallLog<\/strong><\/a><\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.minicrm.ro\/help\/sincronizarea-agendei-telefonice\/\" target=\"_blank\" rel=\"noopener\"><strong>Sincronizarea agendei telefonice<\/strong><\/a><\/p>\n<h3 id=\"anchor-4\" style=\"text-align: justify;\">Sincronizare foi de calcul Google<\/h3>\n<p style=\"text-align: justify;\">Ai nevoie de rapoarte dar nu le g\u0103se\u0219ti \u00een sistemul t\u0103u MiniCRM?<br \/>\nNicio problem\u0103! Po\u021bi crea rapoarte \u00een Foile de calcul Google doar sincroniz\u00e2nd filtrele tale cu Foile de calcul Google.<br \/>\nTrebuie s\u0103 creezi raportul o singur\u0103 dat\u0103 \u00een Foile de calcul Google \u0219i apoi acesta se va actualiza automat \u0219i tot timpul cu MiniCRM-ul t\u0103u.<br \/>\nSalveaz\u0103 timpul petrecut \u00een Excel, unde informa\u021biile trebuie sa fie actualizate \u00een mod constant.<br \/>\nPo\u021bi s\u0103 folose\u0219ti raportul \u0219i \u00een cazul \u00een care colegii sau partenerii t\u0103i nu sunt utilizatori al sistemului dar au nevoie de acces pentru a vedea o list\u0103 sau un raport.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/raport.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-33369\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/raport.png\" alt=\"\" width=\"593\" height=\"382\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/raport.png 593w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/raport-300x193.png 300w\" sizes=\"auto, (max-width: 593px) 100vw, 593px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103?<br \/>\nDac\u0103 \u0219tii exact ce vrei s\u0103 urm\u0103re\u0219ti \u00een raport, trebuie doar s\u0103 faci un filtru care s\u0103 con\u021bin\u0103 aceste informa\u021bii, apoi \u00eel salvezi \u0219i vei putea exporta rezultatele \u00een Foile de calcul Google. Aici depinde de tine dac\u0103 vrei s\u0103 ai o viziune simpla a unui tabel al rezultatelor sau dore\u0219ti s\u0103 folose\u0219ti formule \u0219i s\u0103 creezi un raport mai complex.<br \/>\nOdat\u0103 f\u0103cut, partea cea mai frumoas\u0103 este c\u0103 raportul \u00ee\u021bi aduce datele actualizate tot timpul.<br \/>\nPo\u021bi da acces oricui dore\u0219ti sau \u00eel po\u021bi \u021bine doar pentru tine.<br \/>\nDoar utilizatorul care are func\u021bia de Administrator poate exporta acest tabel!<br \/>\nAvem c\u00e2teva exemple de rapoarte des folosite de clien\u021bii no\u0219tri. Dac\u0103 e\u0219ti interesat po\u021bi cere ajutorul consultan\u021bilor no\u0219tri oric\u00e2nd!<\/p>\n<p><iframe loading=\"lazy\" title=\"Sincronizarea MiniCRM cu foi de calcul Google\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/KqMIxAaqb1Q?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<h2 id=\"anchor-50\" style=\"text-align: justify;\">Pachet Func\u021bionalit\u0103\u021bi extra<\/h2>\n<h3 id=\"anchor-5\" style=\"text-align: justify;\">Personalizare pipeline<\/h3>\n<p style=\"text-align: justify;\">Fiecare produs MiniCRM are un pipeline care \u00ee\u021bi arat\u0103 o perspectiv\u0103 asupra proceselor tale, \u0219i etapele acestora. Po\u021bi verifica rapid \u00een care etap\u0103 te afli cu leadurile, clien\u021bii sau proiectele tale. Po\u021bi folosi un pipeline predefinit sau \u00eel po\u021bi personaliza dac\u0103 ai un proces unic, folosind acest add-on.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/pipeline1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44537 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/pipeline1.png\" alt=\"\" width=\"2876\" height=\"1282\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/pipeline1.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/pipeline1-300x134.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/pipeline1-1024x456.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/pipeline1-768x342.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/pipeline1-1536x685.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/pipeline1-2048x913.png 2048w\" sizes=\"auto, (max-width: 2876px) 100vw, 2876px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103?<br \/>\nDac\u0103 ai verificat deja pipeline-ul preg\u0103tit de noi \u0219i ai realizat c\u0103 ai nevoie de unul mai personalizat, po\u021bi activa acest add-on. Odat\u0103 activat vei g\u0103si \u00een produsul t\u0103u cele trei puncte \u00eencercuite cu ro\u0219u \u00een imaginea din dreapta \u0219i \u00ee\u021bi vei putea schimba pipeline-ul. Po\u021bi ad\u0103uga mai multe etape, po\u021bi \u0219terge din ele, po\u021bi schimba ordinea lor \u0219i po\u021bi alege alte culori pentru ele.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/pipeline2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44540\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/pipeline2.png\" alt=\"\" width=\"2880\" height=\"1360\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/pipeline2.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/pipeline2-300x142.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/pipeline2-1024x484.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/pipeline2-768x363.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/pipeline2-1536x725.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/pipeline2-2048x967.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Pipeline-ul NU poate fi personalizat \u00een urm\u0103toarele produse: V\u00e2nz\u0103ri, V\u00e2nz\u0103ri Clasice, Webshop, Comenzi, Facturare.<\/p>\n<p><iframe loading=\"lazy\" title=\"Add-on-ul de Personalizarea a Pipeline-ului | MiniCRM\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/eOqBQuFFbRw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<h3 id=\"anchor-6\" style=\"text-align: justify;\">Tabele Kanban<\/h3>\n<p style=\"text-align: justify;\">Dac\u0103 ai nevoie de o alt\u0103 interfa\u021b\u0103 MiniCRM care s\u0103 te ajute s\u0103 \u00ee\u021bi gestionezi altfel proiectele \u0219i s\u0103 le po\u021bi vedea progresul, bordurile KANBAN te pot ajuta.<br \/>\nBordurile Kanban afi\u0219eaz\u0103 diferit proiectele tale \u00een etapele exacte ale unui proces folosind carduri pentru a reprezenta oportunit\u0103\u021bi\/proiecte \u0219i coloane pentru a reprezenta fiecare etap\u0103 a procesului.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/kanban2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44546 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/kanban2.png\" alt=\"\" width=\"2868\" height=\"1294\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/kanban2.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/kanban2-300x135.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/kanban2-1024x462.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/kanban2-768x347.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/kanban2-1536x693.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/kanban2-2048x924.png 2048w\" sizes=\"auto, (max-width: 2868px) 100vw, 2868px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103?<br \/>\nFiltreaz\u0103 acele proiecte pe care vrei s\u0103 le vezi \u00eentr-un bord KANBAN \u0219i apoi marcheaz\u0103 filtrul ca \u0219i KANBAN. Apoi po\u021bi deschide u\u0219or un anumit bord unde coloanele reprezint\u0103 etapele exacte ale procesului, cardurile reprezint\u0103 clien\u021bii, oportunit\u0103\u021bile \u0219i proiectele. Po\u021bi muta u\u0219or un card dintr-o coloan\u0103 \u00een alta prin \u201cdrag and drop\u201d astfel schimb\u00e2nd informa\u021bia \u0219i pe cardul de oportunitate.<br \/>\nBordurile \u00ee\u021bi ofer\u0103 informa\u021bii vizuale despre proiectele sau v\u00e2nz\u0103rile \u00een desf\u0103\u0219urare \u00eentr-o alt\u0103 interfa\u021b\u0103.<\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/9A78qnSZ6GM?si=LeA1yTqyMnijD4D2\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<h3 id=\"anchor-7\" style=\"text-align: justify;\">Generare documente PDF<\/h3>\n<p style=\"text-align: justify;\">Recomandat pentru clien\u021bii no\u0219tri care genereaz\u0103 contracte\/oferte sau alte tipuri de documente.<br \/>\nAceast\u0103 caracteristic\u0103 va oferi mai pu\u021bine sarcini administrative. Dac\u0103 avem deja datele despre clien\u021bi \u00een sistem, le putem folosi \u00een a le transpune \u00een documente f\u0103r\u0103 s\u0103 le mai scriem o dat\u0103.<br \/>\nPo\u021bi genera documente care s\u0103 arate profesional, personalizate cu logo-ul companiei \u0219i cu designul dorit de tine.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/PDF-gen.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44549 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/PDF-gen.png\" alt=\"\" width=\"2872\" height=\"1382\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/PDF-gen.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/PDF-gen-300x144.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/PDF-gen-1024x493.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/PDF-gen-768x370.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/PDF-gen-1536x739.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/PDF-gen-2048x985.png 2048w\" sizes=\"auto, (max-width: 2872px) 100vw, 2872px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103?<br \/>\nDac\u0103 vinzi servicii sau proiecte \u0219i semnezi un contract cu fiecare client po\u021bi salva mult timp folosind aceast\u0103 func\u021bionalitate. Tot ce trebuie s\u0103 faci, este s\u0103 \u00eencarci informa\u021biile o dat\u0103 \u00een sistem, s\u0103 creezi un \u0219ablon din care vei genera un document, \u0219i s\u0103 introduci acele variabile care sunt necesare. Cu doar 2 click-uri vei avea documentul gata pentru clien\u021bii t\u0103i.<\/p>\n<p><iframe loading=\"lazy\" title=\"Genereaz\u0103 documente u\u0219or \u0219i rapid \u00eempreun\u0103 cu MiniCRM!\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/JGzjpNc5WxM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p>Pagin\u0103 dedicat\u0103 gener\u0103rii de documente: <a href=\"https:\/\/www.minicrm.ro\/help\/generarea-de-documente-pdf\/\">https:\/\/www.minicrm.ro\/help\/generarea-de-documente-pdf\/<\/a><\/p>\n<h3 id=\"anchor-8\" style=\"text-align: justify;\">DeDuplicare<\/h3>\n<p style=\"text-align: justify;\">Deduplicare este func\u021bionalitatea care \u00ee\u021bi va permite s\u0103 une\u0219ti companiile sau contactele individuale din baza ta de date. Salveaz\u0103 timpul petrecut cu cur\u0103\u021barea bazei de date \u0219i \u0219tergerea datelor duplicate.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/dedupe.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44552 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/dedupe.png\" alt=\"\" width=\"2854\" height=\"1364\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/dedupe.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/dedupe-300x143.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/dedupe-1024x489.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/dedupe-768x367.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/dedupe-1536x734.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/dedupe-2048x979.png 2048w\" sizes=\"auto, (max-width: 2854px) 100vw, 2854px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103?<br \/>\nApe\u0219i pe butonul de set\u0103ri \u0219i vei vedea meniul de DeDuplicare unde po\u021bi vedea toate contactele duplicate \u00een sistemul t\u0103u. Po\u021bi avea duplicate din import sau din formularele de pe site-ul t\u0103u. Se \u00eent\u00e2mpl\u0103 \u0219i situa\u021bia c\u00e2nd dou\u0103 persoane individuale s-au abonat, prin urmare s-au creat doua entit\u0103\u021bi care ar trebui conectate la aceea\u0219i companie. DeDuplicarea \u00eeti d\u0103 op\u021biunea s\u0103 le unesti \u00een mod automat, chiar dac\u0103 baza de date este mare. Sistemul \u00ee\u021bi sugereaz\u0103 unirea entit\u0103\u021bilor care au adrese de e-mail similare, numere de telefon identice sau CUI identic \u00een cazul companiilor.<\/p>\n<p><iframe loading=\"lazy\" title=\"Add-on-ul de Deduplicare | MiniCRM\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/7UIItONZ4_Y?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.minicrm.ro\/help\/deduplicare\/\"><strong>DeDuplicare<\/strong><\/a><\/p>\n<h3 id=\"anchor-9\" style=\"text-align: justify;\">Managementul obiectivelor<\/h3>\n<p style=\"text-align: justify;\">\u00cen calitate de antreprenor, te confrun\u021bi zilnic cu multiple provoc\u0103ri la fel ca majoritatea antreprenorilor: ai f\u0103cut o strategie excelent\u0103, dar atunci c\u00e2nd tu sau echipa ta trebuie s\u0103 executa\u021bi sau s\u0103 \u00een\u021belege\u021bi cum ve\u021bi atinge acest obiectiv, e\u0219ua\u021bi. Nu \u00ee\u021bi face griji, multe companii au nevoie de ajutor la partea de executare. Managementul obiectivelor te poate sprijini.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Obiective.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-33399\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Obiective.png\" alt=\"\" width=\"1149\" height=\"550\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Obiective.png 1149w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Obiective-300x144.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Obiective-1024x490.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Obiective-768x368.png 768w\" sizes=\"auto, (max-width: 1149px) 100vw, 1149px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103?<br \/>\nAddon Managementul obiectivelor traduce un obiectiv \u00een pa\u0219i specifici care trebuie parcur\u0219i \u00een fiecare zi a s\u0103pt\u0103m\u00e2nii. Arat\u0103 minimul necesar care trebuie s\u0103 se \u00eent\u00e2mple pentru ca tu \u0219i echipa s\u0103 atinge\u021bi obiectivul propus.<br \/>\nS\u0103 lu\u0103m un exemplu: dore\u0219ti s\u0103 ai 100 de clien\u021bi noi p\u00e2n\u0103 la sf\u00e2r\u0219itul trimestrului, iar echipa ta de v\u00e2nz\u0103ri te \u00eentreab\u0103: \u201emmm bine &#8230; dar cum vom ajunge la asta?\u201d<br \/>\nLe po\u021bi oferi pa\u0219ii specifici cu acest addon. Avem nevoie de 100 de clien\u021bi, avem o rat\u0103 de \u00eenchidere de 30%, iar acest lucru \u00eenseamn\u0103 c\u0103 fiecare persoan\u0103 trebuie s\u0103 aib\u0103 s\u0103pt\u0103m\u00e2nal 15 \u00eent\u00e2lniri, 25 de urm\u0103riri \u0219i 20 de prim apeluri de v\u00e2nzare pentru a atinge obiectivul. Stabile\u0219te obiectivele din sistem \u0219i echipa ta poate vedea \u00een mod clar obiectivul, pa\u0219ii care trebuie parcur\u0219i \u0219i progresul. Din acel moment, echipa ta este responsabil\u0103 de execu\u021bie \u0219i \u00ee\u0219i poate urm\u0103ri progresul \u00een orice moment \u0219i \u00ee\u0219i poate canaliza aten\u021bia asupra obiectivului. Sun\u0103 bine?<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.youtube.com\/watch?v=XV1jo1Uk-_4\"><strong>Video practic despre Managementul obiectivelor<\/strong><\/a><\/p>\n<h2 id=\"anchor-51\" style=\"text-align: justify;\">Pachet Automatiz\u0103ri marketing<\/h2>\n<h3 id=\"anchor-10\" style=\"text-align: justify;\">Formulare avansate<\/h3>\n<p style=\"text-align: justify;\">Acestea sunt formularele bine organizate pe care le vezi \u0219i pe diferite site-uri web. Cu acest Addon \u00ee\u021bi po\u021bi actualiza formularul de baz\u0103 MiniCRM pentru a atrage mai mul\u021bi poten\u021biali clien\u021bi \u0219i venituri la sf\u00e2r\u0219itul zilei.<br \/>\nFormularele personalizate te fac s\u0103 ar\u0103\u021bi mai profesionist \u0219i face ca vizitatorul site-ului t\u0103u web sa fie mai dornic s\u0103 completeze formularul \u0219i s\u0103 cumpere de la tine.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Formulare.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33402\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Formulare.png\" alt=\"\" width=\"481\" height=\"619\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Formulare.png 996w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Formulare-233x300.png 233w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Formulare-797x1024.png 797w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Formulare-768x987.png 768w\" sizes=\"auto, (max-width: 481px) 100vw, 481px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Ce po\u021bi rezolva cu asta?<br \/>\n\u2022 Dac\u0103 ai deja formulare atr\u0103g\u0103toare pe site-ul t\u0103u \u0219i dore\u0219ti s\u0103 le p\u0103strezi formatul, le po\u021bi conecta cu MiniCRM-ul cu designul t\u0103u propriu..<br \/>\n\u2022 Dac\u0103 dore\u0219ti s\u0103 schimbi forma butoanelor<br \/>\n\u2022 S\u0103 delegi mai u\u0219or. Atunci c\u00e2nd un client solicit\u0103 o ofert\u0103 pe site-ul web \u0219i dore\u0219ti s\u0103 \u00eel delegi \u00een mod automat responsabilului de v\u00e2nz\u0103ri pentru a ajunge la el foarte rapid.<br \/>\n\u2022 Dac\u0103 dore\u0219ti s\u0103 schimbi c\u00e2mpul sau \u00eentrebarea urm\u0103toare pe baza r\u0103spunsului anterior.<\/p>\n<p style=\"text-align: justify;\"><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/i3vk8iRAH6k\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h3 id=\"anchor-11\" style=\"text-align: justify;\">Trimiterea in mas\u0103 a emailurilor<\/h3>\n<p style=\"text-align: justify;\">Dac\u0103 ai colectat abona\u021bi la newsletter-urile tale \u00eentr-un mod corect \u0219i acum ai dori s\u0103 trimi\u021bi e-mailuri c\u0103tre aceast\u0103 baz\u0103 de date, care poate genera mai mul\u021bi poten\u021biali clien\u021bi \u0219i clien\u021bi mai apoi, aceast\u0103 func\u021bionalitate este pentru tine.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2021-04-13-at-10.00.13.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-33405\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2021-04-13-at-10.00.13.png\" alt=\"\" width=\"2036\" height=\"1242\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2021-04-13-at-10.00.13.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2021-04-13-at-10.00.13-300x183.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2021-04-13-at-10.00.13-1024x625.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2021-04-13-at-10.00.13-768x468.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2021-04-13-at-10.00.13-1536x937.png 1536w\" sizes=\"auto, (max-width: 2036px) 100vw, 2036px\" \/><\/a><br \/>\nCum func\u021bioneaz\u0103?<br \/>\nDac\u0103 utilizezi Add-onul de e-mail \u00een mas\u0103 de la MiniCRM, ai comunicarea dintre marketing \u0219i v\u00e2nz\u0103ri \u00een acela\u0219i loc. Ai posibilitatea de adaugare de butoane \u00een e-mailuri care s\u0103 creeze o activitate \u00een sistem pentru ca o persoan\u0103 din echipa ta s\u0103 primeasc\u0103 sarcina de a contacta clientul.<br \/>\nPentru cei care nu trimit e-mailuri \u00een mas\u0103, aceast\u0103 func\u021bionalitate poate fi un progres. \u00cencepe\u021bi s\u0103 construi\u021bi o baz\u0103 de date \u0219i s\u0103 p\u0103stra\u021bi rela\u021bia cu ace\u0219ti clien\u021bi.<br \/>\n\u00cen plus, po\u021bi vedea un raport \u00een timp real despre eficien\u021ba unei anumite campanii.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/MK-report.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44555 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/MK-report.png\" alt=\"\" width=\"2866\" height=\"1364\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/MK-report.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/MK-report-300x143.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/MK-report-1024x487.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/MK-report-768x366.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/MK-report-1536x731.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/MK-report-2048x975.png 2048w\" sizes=\"auto, (max-width: 2866px) 100vw, 2866px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Inainte s\u0103 activezi acest add-on te rug\u0103m s\u0103 cite\u0219ti politica de toleran\u021b\u0103 Zero Spam: <a href=\"https:\/\/www.minicrm.ro\/help\/spam-politica-de-toleranta-zero\/\">https:\/\/www.minicrm.ro\/help\/spam-politica-de-toleranta-zero\/<\/a><\/p>\n<p><iframe loading=\"lazy\" title=\"Trimiterea de mesaje \u00een mas\u0103 | MiniCRM\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/72087k-ckLk?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<h3 id=\"anchor-12\" style=\"text-align: justify;\">Notific\u0103ri \u0219i campanii automatizate<\/h3>\n<p style=\"text-align: justify;\">Cu acest addon pentru notific\u0103ri \u0219i campanii automatizate po\u021bi trimite e-mailuri automate \u0219i SMS-uri clien\u021bilor t\u0103i. Po\u021bi economisi mult timp \u0219i energie automatiz\u00e2nd procesul.<br \/>\nNu pierde timp cu trimiterea manual\u0103 a mesajelorl, concentreaz\u0103-te mai degrab\u0103 pe acele proiecte care aduc o valoare mai mare. Dup\u0103 ce setezi automatizarea, nu este nevoie s\u0103 urm\u0103re\u0219ti oferta, contractul, recuren\u021ba unei activit\u0103\u021bi, termenul limit\u0103 al contractelor sau facturilor nepl\u0103tite, pentru c\u0103 sistemul va realiza automat contactul cu clien\u021bii t\u0103i.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/notificari.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33411\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/notificari.png\" alt=\"\" width=\"416\" height=\"309\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/notificari.png 780w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/notificari-300x223.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/notificari-768x571.png 768w\" sizes=\"auto, (max-width: 416px) 100vw, 416px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Ce pot s\u0103 rezolv cu aceast\u0103 func\u021bionalitate?<br \/>\n\u2022 Po\u021bi crea o campanie de marketing prin e-mail.<br \/>\n\u2022 Dac\u0103 ai comenzi sau proiecte, po\u021bi notifica automat clientul cu privire la starea lor. Acest add-on le va trimite un e-mail automat pe baza modific\u0103rii statusului.<br \/>\n\u2022 Po\u021bi notifica automat clien\u021bii despre o dat\u0103 de expirare a unui serviciu\/garan\u021bie.<br \/>\n\u2022 Po\u021bi reaminti clien\u021bilor c\u00e2nd este timpul s\u0103 v\u0103 prelunigi\u021bi contractele.<br \/>\n\u2022 Po\u021bi trimite notific\u0103ri automate clien\u021bilor despre data scadent\u0103 a facturii<br \/>\n\u2022 Notific\u0103ri automate dac\u0103 clientul nu a comandat \u00een ultimele 3 luni \u0219i dore\u0219ti s\u0103 \u00eei atragi aten\u021bia<\/p>\n<p><iframe loading=\"lazy\" title=\"Notifica\u0306ri automate s\u0326i campanii | MiniCRM\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/nDilsLWTtQs?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: justify;\">\u00cen plus, po\u021bi vedea un raport \u00een timp real despre performan\u021ba unei anumite campanii.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/MK-report-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44558 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/MK-report-1.png\" alt=\"\" width=\"2866\" height=\"1364\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/MK-report-1.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/MK-report-1-300x143.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/MK-report-1-1024x487.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/MK-report-1-768x366.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/MK-report-1-1536x731.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/MK-report-1-2048x975.png 2048w\" sizes=\"auto, (max-width: 2866px) 100vw, 2866px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Inainte s\u0103 activezi acest add-on te rug\u0103m s\u0103 cite\u0219ti politica de toleran\u021b\u0103 Zero Spam: <a href=\"https:\/\/www.minicrm.ro\/help\/spam-politica-de-toleranta-zero\/\">https:\/\/www.minicrm.ro\/help\/spam-politica-de-toleranta-zero\/<\/a><\/p>\n<p style=\"text-align: justify;\"><strong><a href=\"https:\/\/www.youtube.com\/playlist?list=PLypXpOVZeajont3YoRvkDxInWW5bkJz96\">Automatiz\u0103ri \u00een MiniCRM<\/a><\/strong><\/p>\n<h3 id=\"anchor-13\" style=\"text-align: justify;\">Conectare campanii generare leaduri Facebook<\/h3>\n<p style=\"text-align: justify;\">Recomandat pentru clien\u021bii no\u0219tri care folosesc anun\u021buri Facebook pentru a-\u0219i promova afacerea \u0219i pentru a atrage oportunit\u0103\u021bi noi.<\/p>\n<p style=\"text-align: justify;\">Dac\u0103 echipa ta realizeaz\u0103 v\u00e2nz\u0103ri rapide \u0219i ave\u021bi o mul\u021bime de solicit\u0103ri de pe Facebook pe care le ad\u0103uga\u021bi manual sau le gestiona\u021bi \u00een Excel pentru a decide apoi cui s\u0103 acorda\u021bi prioritate&#8230;nu o mai face\u021bi a\u0219a! Toate aceste oportunit\u0103\u021bi pot trece direct \u00een MiniCRM salv\u00e2ndu-\u021bi o groaz\u0103 de timp.<br \/>\nAcest add-on te va ajuta prin urmare s\u0103 urm\u0103re\u0219ti \u0219i eficien\u021ba companiei, s\u0103 \u0219tii c\u00e2\u021bi bani s\u0103 investe\u0219ti \u0219i cum s\u0103 calculezi mai apoi profitabilitatea reclamelor tale.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/fb.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-33414\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/fb.png\" alt=\"\" width=\"332\" height=\"590\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/fb.png 332w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/fb-169x300.png 169w\" sizes=\"auto, (max-width: 332px) 100vw, 332px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Ce pot s\u0103 rezolv cu asta?<br \/>\nPo\u021bi avea anun\u021buri care vor face ca poten\u021bialii clien\u021bi s\u0103 se aboneze la newsletter-ul t\u0103u \u0219i s\u0103 creezi o baz\u0103 de date pe care s\u0103 o po\u021bi folosi pentru trimiterea \u00een mas\u0103 a e-mailurilor \u0219i a campaniilor automate.<br \/>\n\u00cen acela\u0219i timp, po\u021bi avea reclame pe Facebook \u0219i s\u0103 aduni persoanele interesate \u00een sistemul MiniCRM (de exemplu: descarc\u0103 un document, abona\u021bi-v\u0103 la newsletter, solicita\u021bi o propunere etc.) \u0219i toate aceste informa\u021bii vor intra automat \u00een MiniCRM, ajut\u00e2ndu-te s\u0103 reduci timpul petrecut cu copierea manual\u0103 a datelor. Acest timp \u00eel po\u021bi petrece cu v\u00e2nzarea efectiv\u0103 c\u0103tre ace\u0219ti poten\u021biali clien\u021bi. Iar apoi, vei putea calcula profitabilitatea pe campanie \u0219i \u00ee\u021bi vei putea stabili bugetul de investi\u021bie \u00een anun\u021buri care s\u0103 aduc\u0103 mai multe rezultate.<\/p>\n<p><iframe loading=\"lazy\" title=\"Add-on-ul de generare lead-uri direct din Facebook | MiniCRM\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/H3PJjEidyfc?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.minicrm.ro\/help\/integrarea-cu-facebook-lead-ads\/\"><strong>Integrarea cu Facebook Lead Ads<\/strong><\/a><\/p>\n<h2 id=\"anchor-52\" style=\"text-align: justify;\">Pachet Cre\u0219tere a productivit\u0103\u021bii<\/h2>\n<h3 id=\"anchor-14\" style=\"text-align: justify;\">Carduri conectate<\/h3>\n<p style=\"text-align: justify;\">Add-onul \u201dcarduri conectate\u201d este cel mai bun mod de a lega diferite entit\u0103\u021bi \u00eempreun\u0103 pentru a accesa informa\u021biile mai u\u0219or.<br \/>\nAceast\u0103 func\u021bie creeaz\u0103 o asociere \u00eentre diferite entit\u0103\u021bi care altfel nu ar avea o leg\u0103tur\u0103 direct\u0103. Elimin\u0103 timpul care altfel ar fi necesar pentru a filtra informa\u021biile pentru a vedea entit\u0103\u021bile separate \u0219i, cel mai important, ob\u021bine claritate cu privire la colaborarea ta \u00eentre entit\u0103\u021bi.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/connected-cards.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44561 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/connected-cards.png\" alt=\"\" width=\"2852\" height=\"1368\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/connected-cards.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/connected-cards-300x144.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/connected-cards-1024x491.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/connected-cards-768x368.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/connected-cards-1536x737.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/connected-cards-2048x982.png 2048w\" sizes=\"auto, (max-width: 2852px) 100vw, 2852px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103?<br \/>\nS\u0103 ne imagin\u0103m c\u0103 ai parteneri cu care lucrezi \u00eempreun\u0103 la diferite proiecte. Trebuie s\u0103 ai o vedere de ansamblu asupra clientului care a comandat serviciul sau produsul \u0219i asupra partenerilor implica\u021bi, care te vor ajuta s\u0103 oferi cel mai bun serviciu posibil.<br \/>\nPo\u021bi conecta un card la mai multe carduri \u0219i po\u021bi \u00een\u021belege contextele cu u\u0219urin\u021b\u0103.<\/p>\n<p>Mai mult dec\u00e2t at\u00e2t, po\u021bi chiar trimite e-mail-uri \u0219i SMS-uri \u00een mas\u0103 c\u0103tre cardurile conectate ale oric\u0103rui client. Vezi <a href=\"https:\/\/www.minicrm.ro\/help\/trimiterea-de-mesaje-in-masa-catre-cardurile-conectate\/\">aici<\/a> mai multe detalii.<\/p>\n<h3 id=\"anchor-15\" style=\"text-align: justify;\">Formulare interne<\/h3>\n<p style=\"text-align: justify;\">Dore\u0219ti s\u0103 completezi informa\u021biile mai rapid, dintr-un singur click, \u00een loc s\u0103 accesezi mai mul\u021bi pa\u0219i \u0219i pagini? Formularele interne sunt cel mai bun mod de a face acest lucru.<br \/>\nCreeaz\u0103 mai multe formulare pentru ac\u021biuni specifice (date de prospectare, date de \u00eent\u00e2lnire, date despre candida\u021bi) \u0219i introdu doar informa\u021biile de care ai nevoie \u00een acel moment.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/internal-forms.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44564 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/internal-forms.png\" alt=\"\" width=\"2870\" height=\"1360\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/internal-forms.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/internal-forms-300x142.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/internal-forms-1024x485.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/internal-forms-768x364.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/internal-forms-1536x728.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/internal-forms-2048x970.png 2048w\" sizes=\"auto, (max-width: 2870px) 100vw, 2870px\" \/><\/a><br \/>\nElimin\u0103 orice frustrare de a c\u0103uta \u00een cardul oportunit\u0103\u021bii respective, scurteaz\u0103 timpul de care ai nevoie pentru a trece toate acele date \u0219i creeaz\u0103 c\u00e2mpuri obligatorii care vor elimina riscul de eroare uman\u0103, deoarece ai doar informa\u021biile de care ai nevoie la acel moment.<\/p>\n<p style=\"text-align: justify;\">Ce pot s\u0103 rezolv cu asta?<br \/>\nDac\u0103 lucrezi \u00eentr-un mediu dinamic iar poten\u021bialii clien\u021bi vin unul dup\u0103 altul \u0219i adaugi informa\u021biile specifice c\u0103ut\u00e2nd mai \u00eent\u00e2i cardul de companie \u0219i apoi cardul de oportunitate pentru a identifica c\u00e2mpurile care trebuie completate? O po\u021bi face mai eficient \u0219i po\u021bi salva timp cu acest add-on.<\/p>\n<p style=\"text-align: justify;\">Dac\u0103 \u00eei oferi clientului oportunitatea de a completa informa\u021biile scurte \u0219i valoroase prin formulare, de ce s\u0103 nu o faci \u0219i pentru voi \u00een mediul intern? Creeaz\u0103 un formular personalizat, \u00een interiorul CRM-ului t\u0103u, fie pentru a crea oportunitatea de la \u00eenceput, fie pentru a completa informa\u021bii specifice despre pas din proces. \u00cen momentul \u00een care vei deschide acest formular intern \u00ee\u021bi vor ap\u0103rea doar acele c\u00e2mpuri importante de completat pe care tu le colectezi \u00een el.<\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/OxucgUg10xg?si=aMXnMYN3O3ehbYDd\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/2KIffsnSmPI?si=y9Dn2MOXl6gDKOLe\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h3 id=\"anchor-16\" style=\"text-align: justify;\">Automatiz\u0103ri interne<\/h3>\n<p style=\"text-align: justify;\">Aceasta este una dintre cele mai iubite func\u021bionalit\u0103\u021bi, deoarece poate oferi valoare fiec\u0103rui utilizator de MiniCRM, deoarece poate fi aplicat\u0103 \u00een toate modulele\/produsele \u0219i nu are o limit\u0103 de num\u0103r de automatiz\u0103ri.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/auto.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33423\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/auto.png\" alt=\"\" width=\"506\" height=\"103\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/auto.png 1462w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/auto-300x61.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/auto-1024x209.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/auto-768x157.png 768w\" sizes=\"auto, (max-width: 506px) 100vw, 506px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Ce pot s\u0103 rezolv cu asta?<br \/>\n\u2022 Cu aceast\u0103 func\u021bionalitate te po\u021bi asigura c\u0103 procesul este urmat \u0219i c\u0103 nu pierdem niciun pas.<br \/>\n\u2022 Po\u021bi reduce la minimum timpul necesar pentru a genera profit dintr-un nou angajat, deoarece po\u021bi automatiza \u00eentregul proces pas cu pas, astfel \u00eenc\u00e2t s\u0103 nu fie nevoie ca el s\u0103 petreac\u0103 mult timp g\u00e2ndindu-se ce urmeaz\u0103 sau s\u0103 fie necesar s\u0103 \u00eentrebe colegii cum s\u0103 rezolve o situa\u021bie. Creeaz\u0103 \u0219abloane bine g\u00e2ndite \u0219i detaliate \u0219i acestea \u00ee\u021bi vor salva timp pe termen lung.<br \/>\n\u2022 De asemenea, po\u021bi reduce timpul mediu pentru \u00eencheierea unei tranzac\u021bii \/ livrarea unui proiect, \u0219i evi\u021bi ca acestea s\u0103 se blocheaz\u0103 sau s\u0103 se uite.<br \/>\n\u2022 Po\u021bi re\u021bine clien\u021bii existen\u021bi \/ vinde\u021bi din nou \u0219i din nou c\u0103tre ace\u0219tia, deoarece prime\u0219ti o notificare cu 3 luni \u00eenainte de expirarea contractului, astfel \u00eenc\u00e2t s\u0103 te po\u021bi asigura c\u0103 nu \u00eei pierzi sau dac\u0103 nu au comandat timp de 3 luni, prime\u0219ti o sarcin\u0103 s\u0103-i suni \u0219i s\u0103 vezi dac\u0103 au nevoie de ceva.<br \/>\n\u2022 \u00cen calitate de reprezentant de v\u00e2nz\u0103ri, aceast\u0103 func\u021bionalitate \u00ee\u021bi reaminte\u0219te automat s\u0103 urm\u0103re\u0219ti oferta trimis\u0103 acum 2 zile sau s\u0103 trimi\u021bi contractul dac\u0103 ai atins un anumit status al v\u00e2nz\u0103rii.<br \/>\n\u2022 Dac\u0103 e\u0219ti responsabil pentru facturare \u0219i pl\u0103\u021bi \u00een timp util, aceast\u0103 automatizare \u00ee\u021bi va oferi sarcina de a-i contacta pe to\u021bi cei care nu au pl\u0103tit \u0219i astfel vor cre\u0219te \u00eencas\u0103rile<br \/>\n\u2022 Dac\u0103 lucrezi la un proiect, iar data livr\u0103rii este \u00eentr-o s\u0103pt\u0103m\u00e2n\u0103, dar nu ai atins un pas care te apropie de livrare, sistemul \u00ee\u021bi va reaminti: \u201dHei, mai ave\u021bi \u00eenc\u0103 o s\u0103pt\u0103m\u00e2n\u0103 p\u00e2n\u0103 c\u00e2nd acest proiect trebuie s\u0103 fie livrat, care este urm\u0103toarea ta mi\u0219care?<\/p>\n<p><iframe loading=\"lazy\" title=\"Notific\u0103ri automate pentru toate lucrurile importante, direct \u00een MiniCRM!\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/onQ161iXV1E?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: justify;\"><strong><a href=\"https:\/\/www.youtube.com\/playlist?list=PLypXpOVZeajont3YoRvkDxInWW5bkJz96\">Automatiz\u0103ri \u00een MiniCRM<\/a><\/strong><\/p>\n<h3 id=\"anchor-20\" style=\"text-align: justify;\">Completarea automat\u0103 a c\u00e2mpurilor<\/h3>\n<p style=\"text-align: justify;\">Elimin\u0103 necesitatea de a crea un raport doar pentru un calcul simplu. Magicul \u00ee\u021bi aduce suma direct pe cardul t\u0103u de oportunitate f\u0103r\u0103 s\u0103 accesezi alt\u0103 pagin\u0103.<br \/>\nTe ajut\u0103 de asemenea s\u0103 modifici con\u021binutul unui c\u00e2mp pe baza informa\u021biei din alt c\u00e2mp sau pe baza unei ac\u021biuni din sistem.<\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103?<br \/>\nPe fiecare card de oportunitate vei avea un calcul simplu de f\u0103cut, o simpl\u0103 ecua\u021bie, g\u0103sirea unei informa\u021bii bazate pe aceste informa\u021bii sau chiar dore\u0219ti s\u0103 atingi un anumit status \u00een pipeline pe baza a ceea ce scrie\u021bi \u00een MiniCRM. Practic Magicul poate aduna date fixe din sistem \u0219i s\u0103 \u00eentoarc\u0103 \u00een mod automat rezultatele finale pe care tu le dore\u0219ti.<br \/>\nDe exemplu: Oferta este ata\u0219at\u0103, schimb\u0103 statusul oportunit\u0103\u021bii automat \u00een \u2018\u00een pregatire\u2019 sau ai un serviciu bazat pe abonament, arat\u0103 pre\u021bul \u0219i disponibilitatea acelui abonament pentru clientul t\u0103u f\u0103r\u0103 prea mul\u021bi pa\u0219i.<br \/>\nMagicul poate rezolva multe situa\u021bii, dac\u0103 ai nevoie de el, contacteaz\u0103-ne.<\/p>\n<p><iframe loading=\"lazy\" title=\"Completarea automat\u0103 a c\u00e2mpurilor din MiniCRM cu func\u021bia Magic!\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/QwGYwyjnVXY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: justify;\"><strong><a href=\"https:\/\/www.minicrm.ro\/help\/magic-completare-automata-de-campuri\/\">Completarea automat\u0103 a c\u00e2mpurilor cu func\u021bia (Magic)<\/a><\/strong><\/p>\n<h2 id=\"anchor-53\" style=\"text-align: justify;\">Pachet Func\u021bionalit\u0103\u021bi avansate<\/h2>\n<h3 id=\"anchor-17\" style=\"text-align: justify;\">Filtre segment<\/h3>\n<p style=\"text-align: justify;\">Trebuie s\u0103 filtrezi informa\u021bii despre un produs pe baza informa\u021biilor din alt produs?. \u00cen acest caz, ai nevoie de acest add-on.<\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103?<br \/>\nPo\u021bi crea un filtru \u00eentr-un singur modul \u0219i \u00eel po\u021bi salva ca segment. Odat\u0103 ce este salvat ca filtru segment, \u00eel po\u021bi \u00eencorpora \u00eentr-un alt filtru chiar \u0219i \u00een alt produs.<br \/>\nAcest lucru te va ajuta s\u0103 \u00ee\u021bi segmentezi baza de date \u0219i mai bine pentru crearea unor automatiz\u0103ri mai complexe sau pentru a afla detalii despre cardurile tale \u0219i conexiunile din alte produse. De asemenea, po\u021bi utiliza aceast\u0103 caracteristic\u0103 pentru rapoarte dac\u0103 trebuie s\u0103 \u00een\u021belegi leg\u0103turile dintre diferite procese.<\/p>\n<p style=\"text-align: justify;\"><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/Km2QDTya1q8\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h3 id=\"anchor-18\" style=\"text-align: justify;\">C\u00e2mpuri ascunse<\/h3>\n<p style=\"text-align: justify;\">C\u00e2mpul \u201dC\u00e2mp vizibil pentru\u201d ajut\u0103 la separarea informa\u021biilor pe baza pozi\u021biei \u0219i a grupului de utilizatori, astfel \u00eenc\u00e2t echipa ta va avea acces doar la acele informa\u021bii pe care trebuie s\u0103 le vad\u0103.<br \/>\nP\u0103streaz\u0103 unele informa\u021bii de mare valoare departe de cei cu rol de utilizator din sistem. Completeaz\u0103 doar informa\u021biile necesare pentru ei, simplifica\u021bi interfa\u021ba cu mai pu\u021bine informa\u021bii solicitate \u00een momentul specific al procesului.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53103 size-large\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-07-03-la-13.05.24-1024x555.png\" alt=\"\" width=\"1024\" height=\"555\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-07-03-la-13.05.24-1024x555.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-07-03-la-13.05.24-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-07-03-la-13.05.24-768x416.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-07-03-la-13.05.24-1536x832.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-07-03-la-13.05.24-2048x1110.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103?<br \/>\nPo\u021bi seta ca con\u021binutul unei casete\/c\u0103su\u021be din card s\u0103 poat\u0103 fi vizibil pentru un grup anume. S\u0103 lu\u0103m, de exemplu, o recomandare de miz\u0103 mare de la un partener, un manager de cont poate vedea numele partenerului care a f\u0103cut referire la noua oportunitate, dar echipa de asisten\u021b\u0103 pentru v\u00e2nz\u0103ri poate vedea doar sursa de marketing.<\/p>\n<p style=\"text-align: justify;\">Pagin\u0103 dedicat\u0103 managementului utilizatorilor: <a href=\"https:\/\/www.minicrm.ro\/help\/managementul-utilizatorilor\/\">https:\/\/www.minicrm.ro\/help\/managementul-utilizatorilor\/<\/a><\/p>\n<h3 id=\"anchor-19\" style=\"text-align: justify;\">Drepturile utilizatorilor +<\/h3>\n<p style=\"text-align: justify;\">Fiecare utilizator MiniCRM poate avea un rol specific \u00een sistem pe baza pozi\u021biei pe care o ocup\u0103 \u00een compania ta. Acord\u0103 acces suplimentar unui anumit utilizator pentru a elimina necesitatea de a cere unui administrator s\u0103 fac\u0103 modificarea. C\u00e2\u0219tig\u0103 timp oferindu-i dreptul de a face schimb\u0103rile la care trebuie s\u0103 aib\u0103 acces din c\u00e2nd \u00een c\u00e2nd f\u0103r\u0103 s\u0103 \u00eei modifici rolul principal.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/drepturi-plus.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44570 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/drepturi-plus.png\" alt=\"\" width=\"2860\" height=\"1372\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/drepturi-plus.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/drepturi-plus-300x144.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/drepturi-plus-1024x491.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/drepturi-plus-768x368.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/drepturi-plus-1536x737.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/drepturi-plus-2048x982.png 2048w\" sizes=\"auto, (max-width: 2860px) 100vw, 2860px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103?<br \/>\nActivit\u0103\u021bile specifice din cadrul sistemului sunt restric\u021bionate pe baza rolului utilizatorului. Ce poate oferi addon-ul drepturile utilizatorului + este accesul la o anumit\u0103 func\u021bionalitate utilizatorului, care de altfel nu ar fi disponibil\u0103 din drepturile \u00eencorporate. S\u0103 lu\u0103m un manager care ar avea dreptul s\u0103 creeze o automatizare pentru echipa sa \u0219i ar trebui s\u0103 cear\u0103 acces administratorul de fiecare dat\u0103 c\u00e2nd ar dori s\u0103 fac\u0103 acest lucru. Cu dreptul utilizatorului + aceasta nu ar fi o problem\u0103, administratorul ar putea s\u0103 \u00eei ofere acest acces suplimentar f\u0103r\u0103 s\u0103 \u00eei schimbe rolul din sistem.<\/p>\n<p><iframe loading=\"lazy\" title=\"Drepturile Utilizatorului+ | MiniCRM\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/rtJsfaAYn2k?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: justify;\">Pagin\u0103 dedicat\u0103 managementului utilizatorilor: <a href=\"https:\/\/www.minicrm.ro\/help\/managementul-utilizatorilor\/\">https:\/\/www.minicrm.ro\/help\/managementul-utilizatorilor\/<\/a><\/p>\n<h3 id=\"anchor-21\" style=\"text-align: justify;\">Facturi recurente<\/h3>\n<p style=\"text-align: justify;\">Acest lucru poate fi util dac\u0103 ave\u021bi sume fixe care trebuie facturate pentru clien\u021bii t\u0103i \u00een fiecare lun\u0103 \u00een aceea\u0219i zi.<br \/>\nEconomise\u0219te timp \u0219i las\u0103 sistemul MiniCRM s\u0103 o fac\u0103. Practic va fi secretara ta personal\u0103 f\u0103r\u0103 \u00eent\u00e2rziere \ud83d\ude42<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/f-rec.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33435\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/f-rec.png\" alt=\"\" width=\"448\" height=\"321\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/f-rec.png 1436w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/f-rec-300x215.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/f-rec-1024x733.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/f-rec-768x550.png 768w\" sizes=\"auto, (max-width: 448px) 100vw, 448px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103?<br \/>\nDup\u0103 ce activezi Addonul, vei g\u0103si sec\u021biunea \u201eActivarea recuren\u021bei\u201d pe cardul de factur\u0103 chiar \u00een partea din dreapta, sus \u00een col\u021bul paginii, cu un click pe cele trei puncte verticale.<br \/>\nDac\u0103 selectezi aceast\u0103 op\u021biune, factura specific\u0103 va fi generat\u0103 automat \u00een fiecare lun\u0103 la data specificat\u0103 pentru clientul respectiv.<br \/>\nDac\u0103 dore\u0219ti s\u0103 trimi\u021bi factura automat clientului dup\u0103 generare, o po\u021bi face cu o automatizare.<br \/>\nDac\u0103 decizi c\u0103 nu ai nevoie de generarea recurent\u0103 a facturii pentru un anumit client, po\u021bi dezactiva oric\u00e2nd recuren\u021ba.<\/p>\n<p style=\"text-align: justify;\"><strong><a href=\"https:\/\/www.minicrm.ro\/help\/facturi-recurente\/\">Facturi recurente<\/a><\/strong><\/p>\n<h3 id=\"anchor-22\" style=\"text-align: justify;\">Raportul Wall of Progress<\/h3>\n<p style=\"text-align: justify;\">Trebuie s\u0103 verifici activitatea zilnic\u0103 a echipei \u0219i dore\u0219ti ca toate informa\u021biile s\u0103 fie centralizate pentru grupul t\u0103u de utilizatori?<br \/>\nO avem deja \u0219i nu ne petrecem timpul f\u0103c\u00e2nd diferite tipuri de filtre pentru aceasta.<br \/>\nAi nevoie doar de un add-on \u0219i vei vedea toate detaliile!<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/WoP.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44573 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/WoP.png\" alt=\"\" width=\"2874\" height=\"1368\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/WoP.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/WoP-300x143.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/WoP-1024x487.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/WoP-768x366.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/WoP-1536x731.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/WoP-2048x975.png 2048w\" sizes=\"auto, (max-width: 2874px) 100vw, 2874px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103?<br \/>\nActiveaz\u0103 add-on \u0219i vei g\u0103si \u00een pagina \u201cVederea de azi\u201d, sec\u021biunea din dreapta, raportul de Wall of Progress. D\u0103 click pe butonul \u201cVerific\u0103\u201d. Dup\u0103 deschiderea raportului de activitate seteaz\u0103 ziua dorit\u0103, utilizatorul sau grupul de utilizatori \u0219i raportul \u00ee\u021bi va afi\u0219a toate informa\u021biile.<\/p>\n<p><iframe loading=\"lazy\" title=\"Add-on-ul Wall of Progress | MiniCRM\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/cuZW7rUD48A?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: justify;\"><strong><a href=\"https:\/\/www.minicrm.ro\/help\/raport-wall-of-progress\/\">Raportul Wall of progress<\/a><\/strong><\/p>\n<h2 id=\"anchor-54\" style=\"text-align: justify;\">Pachet Integr\u0103ri avansate<\/h2>\n<h3 id=\"anchor-23\" style=\"text-align: justify;\">Integrarea VOIP<\/h3>\n<p style=\"text-align: justify;\">Dac\u0103 compania ta c\u00e2\u0219tig\u0103 mult din apeluri telefonice, acest add-on este cu siguran\u021b\u0103 pentru tine! C\u00e2t timp petreci calcul\u00e2nd \u0219i num\u0103r\u00e2nd apelurile telefonice f\u0103cute de angaja\u021bii t\u0103i?<br \/>\nS\u0103 simplific\u0103m acest proces. Po\u021bi avea \u00een timp real toate apelurile din sistemul t\u0103u, \u00een istoricul cardului de oportunitate, po\u021bi vedea cine a sunat clientul \u0219i po\u021bi asculta \u00eentreaga conversa\u021bie.<br \/>\nLa sf\u00e2r\u0219itul lunii trebuie doar s\u0103 verifici raportul \u00eencorporat \u0219i ai toate informa\u021biile pentru a calcula comisionul sau pentru a vedea eficien\u021ba echipei.<\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103?<br \/>\nTrebuie s\u0103 faci setarea \u00een sec\u021biunea de profil \u0219i s\u0103 adaugi linkul personalizat din VOIP care con\u021bine numele de utilizator \u0219i parola.<\/p>\n<p style=\"text-align: justify;\"><strong>Important<\/strong>: La baz\u0103, integrarea va func\u021biona doar \u00een cazul \u00een care un num\u0103r de telefon exist\u0103 deja introdus \u00een sistem. Dar, dac\u0103 dore\u0219ti ca aceasta s\u0103 creeze carduri noi \u0219i pentru numerele pe care nu le ai \u00eenc\u0103 \u00eenregistrate, po\u021bi seta acest lucru din zona de set\u0103ri ale sistemului.<\/p>\n<h3 id=\"anchor-24\" style=\"text-align: justify;\">MiniCRM API + Sincrinizare XML<\/h3>\n<p style=\"text-align: justify;\">Integrare? Da, este posibil!<br \/>\nAceast\u0103 func\u021bionalitate te ajut\u0103 s\u0103 conectezi un alt sistem \/ platform\u0103 cu MiniCRM \u0219i s\u0103 ai informa\u021bii \u00een ambele sisteme \u00eentr-un mod automat. Aici vei avea nevoie de ajutorul unui dezvoltator. MiniCRM nu gestioneaz\u0103 integr\u0103ri personalizate.<\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103?<br \/>\n\u00cen primul r\u00e2nd, asigur\u0103-te c\u0103 platforma cu care dore\u0219ti s\u0103 integezi MiniCRM-ul accept\u0103 integrarea.<br \/>\nApoi furnizeaz\u0103 aceste documente pentru dezvoltatorul platformei:<br \/>\n<a href=\"https:\/\/www.minicrm.ro\/help\/minicrm-api-3\/\">https:\/\/www.minicrm.ro\/help\/minicrm-api-3\/<\/a><\/p>\n<p><iframe loading=\"lazy\" title=\"Sincronizare API+XML cu MiniCRM\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/w_es2vw1L14?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: justify;\">Solicit\u0103 un sistem TEST de la departamentul nostru de asisten\u021b\u0103 clien\u021bi pentru a te asigura c\u0103 datele reale nu sunt afectate p\u00e2n\u0103 c\u00e2nd dezvoltatorul lucreaz\u0103 la conexiunea platformelor. Dac\u0103 totul este testat, \u00eel po\u021bi face s\u0103 func\u021bioneze \u00een sistemul t\u0103u real.<\/p>\n<h2 id=\"anchor-55\" style=\"text-align: justify;\">Facturare \u00een func\u021bie de utilizare<\/h2>\n<h3 id=\"anchor-25\" style=\"text-align: justify;\">Integrarea cu OpenAPI<\/h3>\n<p style=\"text-align: justify;\">Ar fi minunat s\u0103 ai informa\u021bii despre clien\u021bi doar cu un singur click, nu? Nu pierde timpul complet\u00e2nd informa\u021biile generale despre companie c\u0103ut\u00e2ndu-l pe internet. Putem migra aceste informa\u021bii \u00een sistemul t\u0103u pentru 2000 de companii.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/OpenAPI.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44576 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/OpenAPI.png\" alt=\"\" width=\"2866\" height=\"1370\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/OpenAPI.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/OpenAPI-300x143.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/OpenAPI-1024x489.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/OpenAPI-768x367.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/OpenAPI-1536x734.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/OpenAPI-2048x979.png 2048w\" sizes=\"auto, (max-width: 2866px) 100vw, 2866px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Cum functioneaza?<br \/>\nDin set\u0103rile generale po\u021bi activa aceast\u0103 func\u021bionalitate OpenApi. Din acel moment trebuie s\u0103 introduci doar numele companiei \u0219i CUI-ul, iar integrarea va c\u0103uta informa\u021biile despre compania respectiv\u0103 dac\u0103 se afl\u0103 pe lista noastr\u0103 de companii \u0219i \u00ee\u021bi va completa restul datelor\/c\u00e2mpurilor \u00een mod automat (ex. Reg. comer\u021bului, Cifra de afaceri, Num\u0103r de angaja\u021bi, Adres\u0103 etc.)<\/p>\n<p style=\"text-align: justify;\"><strong><a href=\"https:\/\/www.minicrm.ro\/help\/openapi\/\">Integrarea cu OpenAPI<\/a><\/strong><\/p>\n<h3 id=\"anchor-26\" style=\"text-align: justify;\">Trimitere SMS<\/h3>\n<p style=\"text-align: justify;\">A fost folositor c\u0103 te-am anun\u021bat \u00eenainte de fiecare \u00eent\u00e2lnire cu un SMS pentru a nu uita de ea, nu?<br \/>\nAcest Add-on \u00ee\u021bi permite mai mult dec\u00e2t acest lucru. Po\u021bi organiza campanii de marketing, po\u021bi anun\u021ba clien\u021bii despre produsul foarte nou sau po\u021bi doar s\u0103 le trimi\u021bi un mesaj de \u201cLa mul\u021bi ani \u201cde ziua lor. Sunt sigur c\u0103 acest lucru va \u00eembun\u0103t\u0103\u021bi parteneriatele voastre!<\/p>\n<p style=\"text-align: justify;\">Cum func\u021bioneaz\u0103?<br \/>\nDup\u0103 ce activezi addonul, trebuie s\u0103 adaugi un num\u0103r de telefon valid \u00een set\u0103rile produsului \/ modulului \u0219i vei primi un cod de verificare. Pasul urm\u0103tor, creeaz\u0103-\u021bi mesajul, \u00een sec\u021biunea \u0219ablon vei alege de aceast\u0103 dat\u0103 \u0219ablonul SMS. Scrie mesajul t\u0103u \u0219i apoi decide cine \u00eel va primi.<br \/>\nFace\u021bi un filtru \u0219i aduna\u021bi aceast\u0103 categorie. Ap\u0103s\u0103 butonul Trimitere e-mail \u0219i alege op\u021biunea de trimitere SMS.<br \/>\nPo\u021bi folosi aceasta functionalitate \u0219i \u00een secven\u021ba de follow-up.<br \/>\nObserva\u021bie: Pentru a trimite SMS clien\u021bilor t\u0103i, trebuie s\u0103 ai activata \u201eCompletarea campaniei \u0219i mesajelor\u201d.<br \/>\nMesajele sunt trimise de la un num\u0103r central, nu de la num\u0103rul t\u0103u de telefon, nu te a\u0219tepta s\u0103 prime\u0219ti un r\u0103spuns de la clien\u021bii \u0219i asigur\u0103-te c\u0103 include semn\u0103tura.<\/p>\n<p style=\"text-align: justify;\"><strong><a href=\"https:\/\/www.minicrm.ro\/help\/sms-din-minicrm\/\">Trimitere SMS<\/a><\/strong><\/p>\n<h2 id=\"anchor-65\" style=\"text-align: justify;\">Pachet noi dezvolt\u0103ri<\/h2>\n<h3 id=\"anchor-66\" style=\"text-align: justify;\">Design email editor<\/h3>\n<p>Cu ajutorul <strong>editorului de e-mail drag and drop<\/strong>, ai posibilitatea s\u0103 creezi \u015fabloane de e-mail atr\u0103g\u0103toare \u0219i profesioniste sau s\u0103 alegi dintr-o selec\u021bie de peste 1000 de \u015fabloane!<\/p>\n<div class=\"alert alert-danger\"><span style=\"font-weight: 400;\"><strong>Important<\/strong>: Func\u021bionalitatea este disponibil\u0103 pentru abonamentele Professional \u0219i Enterprise. Acesta nu este disponibil\u0103 pentru abonamentele Basic.\u00a0<\/span><\/div>\n<h2>Unde pot fi folosite aceste \u0219abloane?<\/h2>\n<div>\n<p class=\"p1\">Ele pot fi folosite la fel cum ai folosi orice alt \u0219ablon de e-mail din MiniCRM:<\/p>\n<ul>\n<li>Pot fi <strong>trimise \u00een mas\u0103<\/strong> c\u0103tre baza ta de date (ex. Newsletter, Promo\u021bii)<\/li>\n<li>Pot fi trimise de c\u0103tre <strong>automatiz\u0103ri<\/strong><\/li>\n<li>Pot fi folosite ca <strong>e-mailuri de confirmare<\/strong> \u00een cadrul formularelor (ex. pentru formularul\u00a0 de contact de pe website-ul t\u0103u)<\/li>\n<li>Pot fi trimise <strong>individual<\/strong><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-53016\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-07-02-la-14.09.15-1024x555.png\" alt=\"\" width=\"1024\" height=\"555\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-07-02-la-14.09.15-1024x555.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-07-02-la-14.09.15-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-07-02-la-14.09.15-768x417.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-07-02-la-14.09.15-1536x833.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-07-02-la-14.09.15-2048x1111.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Pagin\u0103 dedicat\u0103 editorului de email drag and drop: <a href=\"https:\/\/www.minicrm.ro\/help\/editor-de-e-mail-drag-drop\/\">https:\/\/www.minicrm.ro\/help\/editor-de-e-mail-drag-drop\/<\/a><\/p>\n<\/div>\n<h3 id=\"anchor-62\" style=\"text-align: justify;\">Carduri confiden\u021biale<\/h3>\n<p>Trebuie s\u0103 ave\u021bi privilegii de administrator pentru a configura acest plug-in.<\/p>\n<ul>\n<li>Acest plugin v\u0103 permite s\u0103 marca\u021bi card-urile ca fiind confiden\u021biale, astfel \u00eenc\u00e2t numai anumi\u021bi utilizatori s\u0103 le poat\u0103 vedea.<\/li>\n<li>Card-urile marcate confiden\u021bial pot fi \u00eentotdeauna v\u0103zute de un utilizator cu privilegii de administrator \u0219i de persoana responsabil\u0103 pentru acel card.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-53022\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2022-11-17-at-15.20.37-2048x1059-1-1024x530.png\" alt=\"\" width=\"1024\" height=\"530\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2022-11-17-at-15.20.37-2048x1059-1-1024x530.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2022-11-17-at-15.20.37-2048x1059-1-300x155.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2022-11-17-at-15.20.37-2048x1059-1-768x397.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2022-11-17-at-15.20.37-2048x1059-1-1536x794.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Screenshot-2022-11-17-at-15.20.37-2048x1059-1.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Pagin\u0103 dedicat\u0103 cardurilor confiden\u021biale: <a href=\"https:\/\/www.minicrm.ro\/help\/add-on-ul-carduri-confidentiale\/\">https:\/\/www.minicrm.ro\/help\/add-on-ul-carduri-confidentiale\/<\/a><\/p>\n<h3 id=\"anchor-67\" style=\"text-align: justify;\">Vizualizare pe hart\u0103<\/h3>\n<p>Aceast\u0103 func\u021bionalitate \u00ee\u021bi permite s\u0103 vizualizezi pe hart\u0103 contactele ce fac parte dintr-un filtru. Mai mult, po\u021bi pe baza acestei h\u0103r\u021bi s\u0103 \u00ee\u021bi generezi o rut\u0103 prin intermediul Google Maps.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-55229\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-10-24-la-12.53.18-1024x574.png\" alt=\"\" width=\"1024\" height=\"574\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-10-24-la-12.53.18-1024x574.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-10-24-la-12.53.18-300x168.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-10-24-la-12.53.18-768x431.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-10-24-la-12.53.18-1536x862.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/04\/Captura-de-ecran-din-2024-10-24-la-12.53.18.png 1936w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Pagin\u0103 dedicat\u0103 vizualiz\u0103rii contactelor pe hart\u0103: <a href=\"https:\/\/www.minicrm.ro\/help\/integrarea-cu-google-maps-vizualizara-pe-harta\/\">https:\/\/www.minicrm.ro\/help\/integrarea-cu-google-maps-vizualizara-pe-harta\/<\/a><\/p>\n<h3 id=\"transcriere\" style=\"text-align: justify;\">Transcriere AI<\/h3>\n<p>Trebuie s\u0103 ave\u021bi privilegii de administrator pentru a configura acest plug-in.<\/p>\n<p>Cu func\u021bionalitatea de transcriere AI de la MiniCRM, ai posibilitatea de a <strong>transcrie<\/strong> automat apelurile \u0219i \u00eent\u00e2lnirile (Inteligen\u021ba Artificial\u0103 poate transforma \u00een text con\u021binutul audio al unei \u00eenregistr\u0103ri), de a le <strong>rezuma<\/strong> (fiind subliniat con\u021binutul esen\u021bial \u00een locul transcrierii complete) \u0219i chiar de a le <strong>analiza<\/strong> (fiind create analize pe baza unor criterii prestabilite).<\/p>\n<h4>Avantajele transcrierii AI integrate:<\/h4>\n<ul>\n<li><strong>Economisirea timpului<\/strong>: Nu mai ai nevoie de noti\u021be proprii \u0219i ai astfel mai mult timp pentru clien\u021bi sau proiecte.<\/li>\n<li><strong>Cre\u0219terea eficien\u021bei<\/strong>: Echipa ta poate s\u0103 se concentreze pe sarcinile importante.<\/li>\n<li><strong>Analiz\u0103<\/strong>: AI \u00ee\u021bi ofer\u0103 perspective valoroase despre con\u021binutul \u0219i tendin\u021bele conversa\u021biilor.<\/li>\n<li><strong>C\u0103utare rapid\u0103<\/strong>: G\u0103se\u0219ti cu u\u0219urin\u021b\u0103 detaliile unei conversa\u021bii.<\/li>\n<li><strong>Control<\/strong>: Managerii pot verifica cu u\u0219urin\u021b\u0103 con\u021binutul \u0219i calitatea apelurilor.<\/li>\n<\/ul>\n<p>Cite\u0219te mai multe pe <a href=\"https:\/\/www.minicrm.ro\/help\/transcriere-ai\/\">pagina dedicat\u0103<\/a>.<\/p>\n<h3 id=\"anchor-69\" style=\"text-align: justify;\"><strong>Business Intelligence (BI) a MiniCRM<\/strong><\/h3>\n<p>Folosind noua func\u021bionalitate Business Intelligence (BI) a MiniCRM po\u021bi, de acum, s\u0103 ai acces la date pe care nu le po\u021bi accesa \u00een alt mod din sistem. Astfel, po\u021bi construi pentru tine o mul\u021bime de rapoarte dinamice care s\u0103 \u00ee\u021bi permit\u0103 s\u0103 ai o imagine clar\u0103 a companiei tale.<\/p>\n<p>Astfel, folosind aceast\u0103 nou\u0103 func\u021bie po\u021bi construi rapoarte care se bazeaz\u0103 pe datele din sistemul t\u0103u MiniCRM, date care se sincronizeaz\u0103 \u00een timp real.<\/p>\n<p>La ce po\u021bi folosi aceast\u0103 func\u021bie?<br \/>\nMai jos po\u021bi reg\u0103si c\u00e2teva din posibilit\u0103\u021bile de utilizare pentru BI:<\/p>\n<p>Po\u021bi crea rapoarte folosind aproape toate datele din sistem (chiar \u0219i date care nu sunt disponibile \u00een filtrele MiniCRM):<br \/>\nDate din c\u00e2mpurile ad\u0103ugate pe carduri;<br \/>\nDate din istoricul cardurilor;<br \/>\nDate legate de istoricul modific\u0103rilor de status al cardurilor;<br \/>\nDate legate de sarcini \u0219i date din istoricul sarcinilor;<br \/>\nDate legate de sursa lead-urilor;<br \/>\nDate referitoare la activitatea colegilor;<\/p>\n<p>Reg\u0103se\u0219ti mai multe detalii pe <a href=\"https:\/\/www.minicrm.ro\/help\/nou-business-intelligence-bi-in-minicrm\/\">pagina dedicat\u0103 BI \u00een MiniCRM<\/a>.<\/p>\n<h3 id=\"anchor-69\" style=\"text-align: justify;\"><strong>Integrare prin MiniSync<\/strong><\/h3>\n<p>MiniSync este o platform\u0103 proiectat\u0103 pentru simplificarea \u0219i accelerarea proceselor de integrare. Folose\u0219te o baz\u0103 de date intermediar\u0103 \u00een care sunt stocate datele companiilor ter\u021be. Aceste date sunt apoi mapate c\u0103tre c\u00e2mpurile corespunz\u0103toare \u00een cadrul MiniCRM-ului.<\/p>\n<p>Avantajele MiniSync<br \/>\nNu este necesar s\u0103 \u00een\u021belegi complexitatea tehnic\u0103 a MiniCRM-ului atunci c\u00e2nd configurezi SyncFeed-ul. Datele pot fi trimise \u00eentr-un format\/structur\u0103 pe care \u00eel prime\u0219ti, de exemplu, de la ter\u021b\u0103 parte, f\u0103r\u0103 a fi nevoie s\u0103 se conformeze specifica\u021biilor MiniCRM-ului. Nu este obligatoriu s\u0103 \u00een\u021belegi cele peste 100 de pagini ale documenta\u021biei API, structura de date a MiniCRM-ului, sau s\u0103 te ocupi de identificare\/deduplicare, limitele API, etc. Dac\u0103 ai deja un \u201eflux de date\u201d \u00eentr-o structur\u0103 proprie, este suficient pentru noi, deoarece ne ocup\u0103m de logica de mapare \u0219i trimitem datele \u00een \u0219i din sistemul t\u0103u MiniCRM.<\/p>\n<p>Afl\u0103 mai multe despre MiniSync din <a href=\"https:\/\/www.minicrm.ro\/help\/integrare-prin-minisync\/\">pagina dedicat\u0103<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; Pachet Integr\u0103ri Extensie Gmail Sincronizare calendar Sincronizare contacte agend\u0103 telefonic\u0103 Sincronizare foi de calcul Google Pachet Func\u021bionalit\u0103\u021bi extra Personalizare pipeline Tabele Kanban Generare documente PDF DeDuplicare Managementul obiectivelor Pachet Automatiz\u0103ri marketing Formulare avansate Trimiterea in mas\u0103 a emailurilor Notific\u0103ri \u0219i campanii automatizate Conectare campanii generare leaduri Facebook Pachet Cre\u0219tere a productivit\u0103\u021bii Carduri conectate Formulare [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2519,2515],"tags":[],"class_list":["post-33351","post","type-post","status-publish","format-standard","hentry","category-accesorii","category-produse-si-accesorii"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Accesorii MiniCRM - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"&nbsp; 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