{"id":125,"date":"2022-01-07T18:02:56","date_gmt":"2022-01-07T17:02:56","guid":{"rendered":"https:\/\/dinsa.es\/acelerapyme\/?page_id=125"},"modified":"2023-09-27T13:55:19","modified_gmt":"2023-09-27T12:55:19","slug":"gestion-de-clientes","status":"publish","type":"page","link":"https:\/\/dinsa.es\/kitdigital\/gestion-de-clientes\/","title":{"rendered":"Gesti\u00f3n de clientes"},"content":{"rendered":"

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Gesti\u00f3n de clientes<\/h1>\n

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PROGRAMA KIT DIGITAL COFINANCIADO POR LOS FONDOS NEXT GENERATION (UE)<\/h4>\n

DEL MECANISMO DE RECUPERACI\u00d3N Y RESILENCIA<\/h4>\n

[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/dinsa.es\/kitdigital\/wp-content\/uploads\/2022\/01\/logo-digitalizadores.png\u00bb alt=\u00bbKit Digital\u00bb title_text=\u00bbKit Digital-digitalizadores\u00bb _builder_version=\u00bb4.16″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=\u00bb1″ admin_label=\u00bbFeatures\u00bb _builder_version=\u00bb4.16″ custom_padding=\u00bb50px|0|50px|0px|false|false\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_row column_structure=\u00bb3_5,2_5″ custom_padding_last_edited=\u00bbon|phone\u00bb _builder_version=\u00bb4.16″ background_color=\u00bb#ffffff\u00bb custom_padding=\u00bb60px|40px|40px|40px|false|true\u00bb custom_padding_tablet=\u00bb\u00bb custom_padding_phone=\u00bb20px|20px|20px|20px||true\u00bb border_radii=\u00bbon|10px|10px|10px|10px\u00bb box_shadow_style=\u00bbpreset3″ box_shadow_vertical=\u00bb10px\u00bb box_shadow_blur=\u00bb80px\u00bb box_shadow_spread=\u00bb-10px\u00bb box_shadow_color=\u00bbrgba(44,54,92,0.2)\u00bb locked=\u00bboff\u00bb global_colors_info=\u00bb{}\u00bb box_shadow_vertical__hover=\u00bb50px\u00bb box_shadow_vertical__hover_enabled=\u00bbon\u00bb box_shadow_blur__hover=\u00bb180px\u00bb box_shadow_blur__hover_enabled=\u00bbon\u00bb][et_pb_column type=\u00bb3_5″ _builder_version=\u00bb4.16″ custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb4.16″ _module_preset=\u00bbdefault\u00bb header_2_text_color=\u00bb#0C71C3″ global_colors_info=\u00bb{}\u00bb]<\/p>\n

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Kit Digital. Gesti\u00f3n de clientes con FreshSales Pro<\/strong><\/h2>\n

El principal objetivo de esta categor\u00eda es digitalizar y optimizar la gesti\u00f3n de las relaciones comerciales con tus clientes.<\/span><\/p>\n<\/div>\n<\/div>\n

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Funcionalidades y servicios<\/h2>\n
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  • Gesti\u00f3n de clientes<\/span><\/span><\/strong>:\u00a0ser\u00e1s capaz de almacenar y consultar los datos de cada uno de tus clientes, desde su alta como oportunidad de negocio, y simular la compra de productos o contrataci\u00f3n de servicios.<\/span><\/span><\/span><\/span><\/span><\/li>\n
  • Gesti\u00f3n de Clientes potenciales (Leads):\u00a0<\/span><\/strong>podr\u00e1s dar de alta nuevos Leads de forma manual o mediante una importaci\u00f3n por fichero. Los datos asociados a los Leads te permitir\u00e1n su gesti\u00f3n comercial con el objetivo de convertirlos en clientes. Adicionalmente podr\u00e1s parametrizar reglas de negocio para la asignaci\u00f3n de Leads seg\u00fan diferentes criterios.<\/span><\/span><\/span><\/span><\/li>\n
  • Gesti\u00f3n de oportunidades:\u00a0<\/span><\/strong>tendr\u00e1s la posibilidad de gestionar todas las oportunidades de negocio que conlleven el env\u00edo al cliente potencial o Lead de ofertas y presupuestos. Adem\u00e1s, podr\u00e1s comprobar el estado de cada oportunidad (en an\u00e1lisis, oferta presentada, en negociaci\u00f3n, ganadas, canceladas, etc.).<\/span>\u00a0<\/span><\/span><\/span><\/li>\n
  • Acciones o tareas comerciales:\u00a0\u00a0<\/span><\/span><\/strong>la herramienta implantada por el Agente Digitalizador de tu elecci\u00f3n te permitir\u00e1 crear acciones y tareas comerciales, tanto de forma manual como autom\u00e1tica.<\/span><\/span><\/span><\/span><\/li>\n
  • Reporting, planificaci\u00f3n y seguimiento comercial:\u00a0<\/span><\/strong>podr\u00e1s realizar seguimiento mediante indicadores (KPI\u00b4s), listado de oportunidades, y otros, con diferentes niveles de agregaci\u00f3n de informaci\u00f3n en funci\u00f3n de tus necesidades. Podr\u00e1s tambi\u00e9n generar informes para el seguimiento y monitorizaci\u00f3n de tu actividad comercial, contemplando ratios de eficiencia, estado de fases, pipeline y otros atributos medibles (como productos, cotizaciones, etc.), y seg\u00fan los canales, perfiles, roles y\/o fases comerciales. Estos informes podr\u00e1n mostrar, al menos, datos mensuales, acumulados y\/o comparativos entre diferentes ejercicios comerciales.<\/span><\/span><\/span><\/span><\/li>\n
  • Alertas:\u00a0<\/span><\/strong>ser\u00e1s capaz de visualizar Alertas de Clientes en formato gr\u00e1fico de diferente tipolog\u00eda (iconos, mensajes emergentes, etc.)<\/span>.<\/span><\/span><\/span><\/span><\/li>\n
  • Gesti\u00f3n documental:\u00a0<\/span><\/strong>la soluci\u00f3n incluir\u00e1 un software para la gesti\u00f3n centralizada de la documentaci\u00f3n capaz de insertar y\/o vincular documentos tanto relativos a tu actividad comercial, como los que proporcionados por los propios clientes.<\/span><\/span><\/span><\/span><\/li>\n
  • Dise\u00f1o Responsive:\u00a0<\/span><\/strong>\u00a0<\/span>tendr\u00e1s una interfaz funcional\u00a0en todo tipo de dispositivos.<\/span><\/span><\/span><\/span><\/li>\n
  • Integraci\u00f3n con diversas plataformas:\u00a0<\/span><\/span><\/strong>dispondr\u00e1s de APIs o Web Services para la consolidaci\u00f3n de la informaci\u00f3n y datos de toda tu empresa.<\/span><\/span><\/span><\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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    Importe de venta desde: <\/strong>2000\u20ac<\/h2>\n

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    Importe de la ayuda<\/h1>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    Ayuda m\u00e1xima<\/h3>\n

    4000\u20ac<\/h3>\n<\/div>\n<\/div>\n

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    Porcentajes de ejecuci\u00f3n asociados a las fases<\/h3>\n
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    • Primera: 70 %<\/li>\n
    • Segunda: 30 %<\/li>\n<\/ul>\n<\/div>\n

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      Segmento de Beneficiarios<\/h3>\n<\/td>\n

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      Importe del bono digital<\/h3>\n<\/td>\n<\/tr>\n

      Segmento I. Peque\u00f1as empresas 10 < 50 empleados<\/strong><\/td>\n12.000 euros *<\/td>\n<\/tr>\n
      Segmento II. Peque\u00f1as empresas entre 3 < 10 empleados<\/strong><\/td>\n6.000 euros *<\/td>\n<\/tr>\n
      Segmento III. Peque\u00f1as empresas entre 0 < 3 empleados<\/strong><\/td>\n2.000 euros *<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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      * Los importes mostrados en este cuadro se corresponden al m\u00e1ximo importe <\/strong>asignable a la empresa por todas<\/span> las soluciones seleccionadas.<\/strong><\/p>\n

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      Importe m\u00e1ximo de la ayuda para \u00ab<\/strong>Soluci\u00f3n Gesti\u00f3n de Clientes\u00bb<\/strong><\/h3>\n
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      • 10 < 50 empleados: 4.000\u20ac (incluye 3 usuarios)<\/li>\n
      • 3 < 10 empleados: 2.000\u20ac (incluye 1 usuario)<\/li>\n
      • 0 < 3 empleados: 2.000\u20ac (incluye 1 usuario)<\/li>\n<\/ul>\n<\/div>\n

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        Caracter\u00edsticas FreshSales CRM<\/h3>\n

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