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CRM
ORDINI
VISITE
OFFERTE
CLIENTI
Che cosa potete fare con il CRM?
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Transcript

CRM

ORDINI

VISITE

OFFERTE

CLIENTI

Compiliamo il report di visita con i feedback

Redazione Questionario

Scheduliamo il programma visite cliente

Pianificazione Visite

Osserviamo l'iter dell'ordine fino a consegna

Monitoraggio Ordini

Gli ordini cliente entrano nel ciclo di vendita

Caricamento di Ordini

Passaggio da offerta a ordine

Conversione in Ordine

Redazione di una proposta a prezzi e quantità

Creazione Offerta

Abilitiamo un cliente e le attività di vendita

Conversione a Cliente

Registriamo un potenziale cliente e le sue attività

Creazione di Prospect

Che cosa potete fare con il CRM?

Acquisizione nuovo Cliente

Back Office completa dati di vendita su SAP

Venditore può passare a SAP ordini di vendita

Amministrazione completa dati societari e di credito su SAP

Venditore crea un prospect su CRM

Venditore converte il prospect in cliente su CRM

CLIENTE

PROSPECT

Invio a SAPAgente con Deposito

ORDINE su CRM Agente con Deposito

ORDINE su SAP Commerciale

Ordine attivo SAP

Controllofido SAP

Controllo e invio a SAPBack Office

ORDINE su CRM Venditore

ORDINE su CRM Venditore

OFFERTA su CRMVenditore

Flussi per ingresso Ordine

1) Cliente gestito non a listino 2) Scontistica extra per acquisto spot di quantità/valori rilevanti

OFFERTA

1) Listino Z300 per Italia 2) Listino dedicato Cliente

ORDINE

Ordine VS Offerta

CRM

ORDINI

VISITE

OFFERTE

CLIENTI

Compiliamo il report di visita con i feedback

Redazione Questionario

Scheduliamo il programma visite cliente

Pianificazione Visite

Osserviamo l'iter dell'ordine fino a consegna

Monitoraggio Ordini

Gli ordini cliente entrano nel ciclo di vendita

Caricamento di Ordini

Passaggio da offerta a ordine

Conversione in Ordine

Redazione di una proposta a prezzi e quantità

Creazione Offerta

Abilitiamo un cliente e le attività di vendita

Conversione a Cliente

Registriamo un potenziale cliente e le sue attività

Creazione di Prospect

Che cosa potete fare con il CRM?

Share your idea with an image

Provide context to your topic with a subtitle

Visual content is a universal, cross-cutting language, like music. We are able to understand images from millions of years ago, even from other cultures.

  • They help break the monotony
  • They illustrate what you want to convey
  • They allow you to synthesize content
  • They are an aesthetic resource
  • They tell stories on their own
  • They keep the brain awake.

Cliente soddisfatto?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Maps are a great ally, use them!

Interactive visual communication enhances communication results on any topic and in any context. Before you start creating, it is advisable to spend a few minutes thinking about what this map tells you.

Accetta la mia offerta?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Accetta la mia offerta?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Cliente soddisfatto?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Teniamo traccia?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Teniamo traccia?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Describe the problem you are going to solve and, above all, the reason why your idea is interesting

With Genially templates, you can include visual resources to leave your audience amazed. You can also highlight specific phrases or data that will be etched into the memory of your audience, and even embed external content that surprises: videos, photos, audios... Whatever you want!

Animate your content and take it to the next level

Insert an awesome video for your presentation

And use this space to describe it. Multimedia content is essential in a presentation, to leave everyone amazed. Additionally, you will synthesize the content and entertain your audience.

Un nuovo cliente?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Un nuovo cliente?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Here you can put a standout title, something that captivates your audience

Interactivity and animation can be your best allies when it comes to creating tables, infographics, or graphs that help provide context to the information and simplify the data for your audience. We are visual beings and it is easier for us to "read" images than to read written text.

Did you know that in addition to taking advantage of our resources, you can add any visual elements you want to complement the information? Try it out using the Image or Resources menus!