{"id":12896,"date":"2023-04-25T19:47:29","date_gmt":"2023-04-25T17:47:29","guid":{"rendered":"https:\/\/testwp.money.sk\/novinky-a-tipy\/nezaradene\/vyznam-zaznamov-o-zakaznikoch-a-obchodnych-pripadoch\/"},"modified":"2024-02-26T17:50:00","modified_gmt":"2024-02-26T16:50:00","slug":"vyznam-zaznamov-o-zakaznikoch-a-obchodnych-pripadoch","status":"publish","type":"post","link":"https:\/\/www.money.sk\/novinky-a-tipy\/mzdy-a-personalistika\/vyznam-zaznamov-o-zakaznikoch-a-obchodnych-pripadoch\/","title":{"rendered":"V\u00fdznam z\u00e1znamov o z\u00e1kazn\u00edkoch a obchodn\u00fdch pr\u00edpadoch"},"content":{"rendered":"<p><strong>Odi\u0161iel v\u00e1m k\u013e\u00fa\u010dov\u00fd zamestnanec, ktor\u00fd komunikoval s klientmi? V tej chv\u00edli naplno poc\u00edtite, ak\u00e9 cenn\u00e9 s\u00fa inform\u00e1cie a kontakty. Ak svoju pr\u00e1ci 100 % neodovzdal, m\u00f4\u017eete zisti\u0165, \u017ee v\u00e1m ch\u00fdba telef\u00f3nne \u010d\u00edslo na klienta alebo d\u00f4le\u017eit\u00e9 podrobnosti k obchodn\u00e9mu pr\u00edpadu.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.money.sk\/novinky-a-tipy\/wp-content\/uploads\/sites\/2\/2023\/05\/arisa-chattasa-0LaBRkmH4fM-unsplash.jpg\" alt=\"\" width=\"668\" height=\"376\" class=\"alignnone size-single-post-thumb wp-image-105986\" \/><\/p>\n<p>Aby ste t\u00fato situ\u00e1ciu nemuseli zlo\u017eito rie\u0161i\u0165, dbajte na\u00a0<strong>priebe\u017en\u00fa evidenciu z\u00e1kazn\u00edkov<\/strong>. Ak ste ve\u013ek\u00e1 firma so stovkami klientov, zamyslite sa, \u010di nevyu\u017eijete \u0161pecializovan\u00fd software na spr\u00e1vu obchodn\u00fdch pr\u00edle\u017eitost\u00ed. Pou\u017e\u00edva sa pre\u0148 ozna\u010denie CRM.<\/p>\n<p>Naopak pre men\u0161ie firmy je to zbyto\u010dne robustn\u00e9 a drah\u00e9 rie\u0161enie. Na vedenie adres\u00e1ra so v\u0161etk\u00fdmi d\u00f4le\u017eit\u00fdmi kontaktmi a stru\u010dnou hist\u00f3riou spolupr\u00e1ce im\u00a0<strong>sta\u010d\u00ed\u00a0<\/strong><a href=\"https:\/\/www.money.sk\/\"><strong>\u00fa\u010dtovn\u00fd program<\/strong><\/a>.<\/p>\n<h2>Ak\u00e9 inform\u00e1cie evidova\u0165 v adres\u00e1ri kontaktov<\/h2>\n<p>V adres\u00e1ri evidujete faktura\u010dn\u00e9 inform\u00e1cie, hlavn\u00fa kontaktn\u00fa osobu a jej telef\u00f3n a e-mail. \u0160ikovn\u00fd \u00fa\u010dtovn\u00fd program umo\u017e\u0148uje prida\u0165 aj\u00a0<strong>viac kontaktn\u00fdch os\u00f4b<\/strong>. To je dos\u0165 u\u017eito\u010dn\u00e9 \u2013 s odberate\u013eom vyrie\u0161ite detaily ponuky, s ved\u00facim logistiky term\u00edn dodania a tak \u010falej.<\/p>\n<p>V\u0161etky kontakty m\u00e1te v adres\u00e1ri na jednom mieste. Ak zamestnanec, ktor\u00fd m\u00e1 z\u00e1kazku na starosti, ochorie alebo je na dovolenke,\u00a0<strong>\u013eahko ho zast\u00fapi kolega<\/strong>.<\/p>\n<p>Obchodn\u00edci dos\u0165 oce\u0148uj\u00fa mo\u017enos\u0165\u00a0<strong>\u0161t\u00edtkovania kontaktov<\/strong>. \u013dubovo\u013ene si ich ozna\u010dia, napr\u00edklad im pridaj\u00fa \u0161t\u00edtok VIP klient. Ku kontaktom si tie\u017e nap\u00ed\u0161u intern\u00fa pozn\u00e1mku, napr. zl\u00e1 platobn\u00e1 mor\u00e1lka.<\/p>\n<p>\u00da\u010dtovn\u00fd syst\u00e9m umo\u017e\u0148uje aj\u00a0<strong>spr\u00e1vu kontaktov<\/strong>. Vyfiltrujete si ich pod\u013ea r\u00f4znych krit\u00e9ri\u00ed alebo medzi nimi vyh\u013ead\u00e1vate.<\/p>\n<h2>Import a export kontaktov<\/h2>\n<p>Ak ste doteraz na evidenciu kontaktov\u00a0<strong>vyu\u017e\u00edvali excelovsk\u00fa tabu\u013eku<\/strong>, \u013eahko si ju do \u00fa\u010dtovn\u00e9ho programu importujete. Alebo si naopak kontakty z \u00fa\u010dtovn\u00e9ho programu exportujete a stiahnete do po\u010d\u00edta\u010da.<\/p>\n<figure id=\"attachment_105988\" aria-describedby=\"caption-attachment-105988\" style=\"width: 578px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.money.sk\/novinky-a-tipy\/wp-content\/uploads\/sites\/2\/2023\/05\/vyznam-zaznamov-o-zakaznikoch.jpg\" alt=\"\" width=\"578\" height=\"385\" class=\"size-full wp-image-105988\" \/><figcaption id=\"caption-attachment-105988\" class=\"wp-caption-text\">Kontakty si z\u00e1lohujte \u2013 ak ich m\u00e1te len v telef\u00f3ne a nikde inde, \u013eahko o\u00a0ne m\u00f4\u017eete pr\u00eds\u0165.<\/figcaption><\/figure>\n<h2>Evidencia obchodn\u00fdch pr\u00edpadov<\/h2>\n<p>Do adres\u00e1ra v \u00fa\u010dtovnom programe m\u00f4\u017eete zad\u00e1va\u0165 aj\u00a0<strong>hist\u00f3riu komunik\u00e1cie s klientom<\/strong>. Teda napr\u00edklad aktivity ako:<\/p>\n<ul>\n<li>telefon\u00e1t,<\/li>\n<li>sch\u00f4dzka,<\/li>\n<li>zaslanie ponuky.<\/li>\n<\/ul>\n<p>M\u00f4\u017eete tie\u017e vytvori\u0165 nov\u00e9 aktivity, prideli\u0165 ich ako\u00a0<strong>\u00falohu konkr\u00e9tnemu zamestnancovi\u00a0<\/strong>a potom skontrolova\u0165, \u010di dan\u00fa \u00falohu splnil.<\/p>\n<h2>Adres\u00e1r v Money S3 je ve\u013ek\u00fd pomocn\u00edk<\/h2>\n<p>\u00da\u010dtovn\u00fd program Money S3 obsahuje u\u017e v z\u00e1klade modul\u00a0<a href=\"https:\/\/www.money.sk\/vlastnosti\/adresar-s3\/\">Adres\u00e1r<\/a>. V\u010faka nemu nepotrebujete CRM, ale v\u00e4\u010d\u0161inu \u010dinnost\u00ed zvl\u00e1dnete priamo v Money S3, napr\u00edklad:<\/p>\n<ul>\n<li><strong>import a export kontaktov<\/strong>,<\/li>\n<li>evidencia viacer\u00fdch kontaktn\u00fdch os\u00f4b pri jednom klientovi,<\/li>\n<li>\u0161t\u00edtky ku kontaktom (v Money S3 sa naz\u00fdvaj\u00fa adresn\u00e9 k\u013e\u00fa\u010de),<\/li>\n<li>intern\u00e9 pozn\u00e1mky ku kontaktom,<\/li>\n<li><strong>evidencia obchodn\u00fdch aktiv\u00edt<\/strong>\u00a0(napr. sch\u00f4dzky a hovory),<\/li>\n<li>pride\u013eovanie \u00faloh zamestnancom,<\/li>\n<li>zobrazenie v\u0161etk\u00fdch\u00a0dokladov\u00a0dan\u00e9ho klienta.<\/li>\n<\/ul>\n<p>Obchodn\u00edci na Money S3 oce\u0148uj\u00fa r\u00fdchle zobrazenie dokladov priamo z adres\u00e1ra. V\u010faka tomu ihne\u010f\u00a0<strong>vidia n\u00e1kupn\u00fa hist\u00f3riu klienta<\/strong>\u00a0\u2013 \u010do naposledy nak\u00fapil a za ko\u013eko. \u013dahko si tie\u017e pozr\u00fa, \u010do dan\u00fd klient nakupoval minul\u00fd rok o\u00a0tomto \u010dase a proakt\u00edvne mu napr\u00edklad pripravia ponuku.<\/p>\n<p>\u010eal\u0161ou u\u017eito\u010dnou funkciou je\u00a0<strong>okam\u017eit\u00e1 tvorba pon\u00fak \u010di objedn\u00e1vok<\/strong>. Vyu\u017eijete ju v situ\u00e1cii, kedy v\u00e1m vol\u00e1 klient s urgentnou po\u017eiadavkou \u010di objedn\u00e1vkou. V Money S3 si otvor\u00edte jeho kartu a prejdete na z\u00e1lo\u017eku Produkty. Povie v\u00e1m, o \u010do m\u00e1 z\u00e1ujem a vy rovno produkty z katal\u00f3gu vklad\u00e1te do ko\u0161\u00edka. Z neho potom vygenerujete ponuku, objedn\u00e1vku alebo rovno fakt\u00faru. Ke\u010f sa s klientom rozl\u00fa\u010dite, m\u00e1te u\u017e pripraven\u00e9 v\u0161etky podklady a obratom mu ich posielate e-mailom.<\/p>\n<link rel=\"stylesheet\" href=\"https:\/\/www.money.sk\/novinky-a-tipy\/wp-content\/themes\/money-blog\/shortcodes\/smartmailing-email-registration\/form.min.css\" \/>\r\n<script type=\"text\/javascript\">\r\n    var smFormInterval = null;\r\n\r\n    jQuery(document).ready(function() {\r\n        jQuery(\".shortcode-smartmailing-form .fheader p a.info\").click(function(e) {  \r\n            e.preventDefault();\r\n\r\n            \/*if (jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").is(\":visible\"))\r\n            {\r\n                jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").hide();\r\n            }\r\n            else\r\n            {\r\n                jQuery(\".shortcode-smartmailing-form .smart-disclaimer\").show();\r\n            }*\/\r\n\r\n            return false;\r\n        });\r\n\r\n        jQuery(\"#shortcodeSmartmailingForm\").submit(function(e) {\r\n            e.preventDefault();\r\n            return false;\r\n        });\r\n\r\n        jQuery(\"#shortcodeSmartmailingForm button[type='submit']\").click(function(e) {\r\n            e.preventDefault();\r\n            \r\n            var email = jQuery(\"#shortcodeSmartmailingForm_email\").val();\r\n\r\n            if (email.length == 0)\r\n            {\r\n                alert(\"Pros\u00edm zadajte v\u00e1\u0161 e-mail.\");\r\n                return false;\r\n            }\r\n            if (!shortcodeSmartmailingForm_validateEmail(email))\r\n            {\r\n                alert(\"Zadan\u00fd e-mail m\u00e1 neplatn\u00fd form\u00e1t.\");\r\n                return false;\r\n            }\r\n\r\n            jQuery.ajax({\r\n                url: \"\/novinky-a-tipy\/wp-content\/themes\/money-blog\/shortcodes\/smartmailing-email-registration\/service.php\",\r\n                type: \"POST\",\r\n                dataType: \"text\",\r\n                cache: false,\r\n                data: {\r\n                    \"email\": email,\r\n                    \"stdc\": jQuery(\"#shortcodeSmartmailingForm_stdc\").val(),\r\n                    \"current_url\": jQuery(\"#shortcodeSmartmailingForm_url\").val(),\r\n                    \"current_referrer\": jQuery(\"#shortcodeSmartmailingForm_referrer\").val()\r\n                }\r\n            }).done(function (response, textStatus, jqXHR)\r\n            {\r\n                jQuery(\".shortcodeSmartmailingForm_email\").hide();\r\n                jQuery(\"#shortcodeSmartmailingForm_submit\").hide();\r\n                jQuery(\"#shortcodeSmartmailingForm .smart-disclaimer\").hide();\r\n                jQuery(\"#shortcodeSmartmailingForm .success\").show();\r\n\t\t\t\tdataLayer.push({'event': 'newsletterSubscription', 'newsletterPosition': 'intext'});\r\n            }).fail(function( jqXHR, textStatus, errorThrown ) {\r\n                jQuery(\".shortcodeSmartmailingForm_email\").hide();\r\n                jQuery(\"#shortcodeSmartmailingForm_submit\").hide();\r\n                jQuery(\"#shortcodeSmartmailingForm .smart-disclaimer\").hide();\r\n                jQuery(\"#shortcodeSmartmailingForm .success\").show();\r\n            });\r\n\r\n            return false;\r\n        });\r\n    });\r\n\r\n    function shortcodeSmartmailingForm_validateEmail(email)\r\n    {\r\n        var re = \/^(([^<>()[\\]\\\\.,;:\\s@\\\"]+(\\.[^<>()[\\]\\\\.,;:\\s@\\\"]+)*)|(\\\".+\\\"))@((\\[[0-9]{1,3}\\.[0-9]{1,3}\\.[0-9]{1,3}\\.[0-9]{1,3}\\])|(([a-zA-Z\\-0-9]+\\.)+[a-zA-Z]{2,}))$\/;\r\n        return re.test(email);\r\n    }\r\n<\/script>\r\n<form method=\"post\" id=\"shortcodeSmartmailingForm\" class=\"shortcode-smartmailing-form\" action=\"\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/12896\">\r\n\r\n    <div>\r\n        <div class=\"fheader\">\r\n            <h3>\r\n                Zaistite si v\u017edy aktu\u00e1lne podnikate\u013esk\u00e9 a legislat\u00edvne inform\u00e1cie            <\/h3>\r\n            <div class=\"se-text\">\r\n                <p>\r\n                    Zadajte v\u00e1\u0161 e-mail a my v\u00e1m budeme pravidelne zasiela\u0165 rad tipov z podnikate\u013esk\u00e9ho a legislat\u00edvneho prostredia.                    <a class=\"info\" title=\"E-maily v\u00e1m bud\u00fa zasielan\u00e9 maxim\u00e1lne dvakr\u00e1t do mesiaca. Z odberu sa m\u00f4\u017eete kedyko\u013evek odhl\u00e1si\u0165.\">info<\/a>\r\n                <\/p>\r\n            <\/div>\r\n        <\/div>\r\n\r\n        <div class=\"ffooter\">\r\n            <div class=\"se-body\">\r\n                <input type=\"text\" id=\"shortcodeSmartmailingForm_email\" placeholder=\"Zadajte v\u00e1\u0161 e-mail\" \/>\r\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_stdc\" value=\"S6\">\r\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_url\" value=\"https:\/\/www.money.sk\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/12896\">\r\n                <input type=\"hidden\" id=\"shortcodeSmartmailingForm_referrer\" value=\"\">\r\n\r\n                <div class=\"se-submit\">\r\n                    <button type=\"submit\" id=\"shortcodeSmartmailingForm_submit\" value=\"Chcem by\u0165 v obraze\">Chcem by\u0165 v obraze<\/button>\r\n                                          <p class=\"mlctr success\" style=\"display: none;\">\u010eakujeme, <strong>skontrolujte Va\u0161u e-mailov\u00fa schr\u00e1nku<\/strong> pre potvrdenie odberu.<\/p>\r\n                                    <\/div>\r\n            <\/div>\r\n                          <p class=\"smart-disclaimer\">Odoslan\u00edm s\u00fahlas\u00edte s na\u0161imi\r\n                 <a href=\"\/ochrana-osobnych-udajov\/\" target=\"_blank\">z\u00e1sadami pre spracovanie osobn\u00fdch \u00fadajov<\/a>.\r\n              <\/p>\r\n                    <\/div>\r\n    <\/div>\r\n<\/form>\n<h2>Overenie spo\u013eahlivosti kontaktov<\/h2>\n<p>Money S3 pom\u00f4\u017ee aj s overovan\u00edm kontaktov. Ak ste\u00a0platitelia DPH, prim\u00e1rne v\u00e1s zauj\u00edma, \u010di je v\u00e1\u0161 n\u00e1protivok\u00a0<strong>spo\u013eahliv\u00fdm platite\u013eom DPH<\/strong>. V pr\u00edpade, \u017ee nie a vy s n\u00edm napriek tomu obchodujete, vystavujete sa riziku, \u017ee DPH neodvedie a vy ju potom\u00a0zaplat\u00edte zo svojho.<\/p>\n<p>Inform\u00e1ciu o ne\/spo\u013eahliv\u00fdch platite\u013eoch n\u00e1jdete v\u00a0<a href=\"https:\/\/www.financnasprava.sk\/sk\/elektronicke-sluzby\/verejne-sluzby\/zoznamy\" target=\"_blank\" rel=\"noopener\">registri platite\u013eov DPH<\/a>. Ako pou\u017e\u00edvatelia Money ale m\u00e1te tu v\u00fdhodu, \u017ee\u00a0<strong>priamo pri kontakte v \u00fa\u010dtovnom programe vid\u00edte<\/strong>, \u010di je, alebo nie je spo\u013eahliv\u00fdm platite\u013eom DPH.<\/p>\n<p>\u010ealej v\u00e1s zauj\u00edma, \u010di obchodn\u00fd partner nie je vo finan\u010dn\u00fdch probl\u00e9moch \u2013 v tom pr\u00edpade hroz\u00ed, \u017ee\u00a0<strong>p\u00f4jde o neplati\u010da<\/strong>. Aby sme v\u00e1m preverovanie u\u013eah\u010dili, Money S3 je napojen\u00fd na slu\u017ebu CRIBIS, ktor\u00e1 toto overenie zais\u0165uje.<\/p>\n<p>Ak\u00a0<strong>pri kontakte svieti zelen\u00e1<\/strong>, sta\u010d\u00ed v\u00e1m be\u017en\u00e1 opatrnos\u0165. Ak je ale semafor oran\u017eov\u00fd, zbystrite pozornos\u0165 a partnera d\u00f4kladnej\u0161ie preverte. V pr\u00edpade, \u017ee svieti \u010derven\u00e1, obchodu sa rad\u0161ej vyhnite, alebo bu\u010fte mimoriadne opatrn\u00ed.<\/p>\n<p>Money S3 sme tie\u017e prepojili s \u010fal\u0161ou podobnou slu\u017ebou CreditCheck \u2013 sl\u00fa\u017ei ako alternat\u00edva ku CRIBISU. Medzi slu\u017ebami si priamo v Money prepnete a\u00a0<strong>skontrolujete, \u010di sa ich hodnotenia zhoduj\u00fa<\/strong>.<\/p>\n<p><a href=\"https:\/\/www.money.sk\/cennik-s3\/vyskusat-money-s3\/\">Vysk\u00fa\u0161ajte si zadarmo<\/a>\u00a0\u00fa\u010dtovn\u00fd program Money S3 vr\u00e1tane Adres\u00e1ra. Ak v\u00e1m bude software vyhovova\u0165, nesk\u00f4r m\u00f4\u017eete prejs\u0165 na platen\u00fa verziu.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Odi\u0161iel v\u00e1m k\u013e\u00fa\u010dov\u00fd zamestnanec, ktor\u00fd komunikoval s klientmi? V tej chv\u00edli naplno poc\u00edtite, ak\u00e9 cenn\u00e9 s\u00fa inform\u00e1cie a kontakty. Ak svoju pr\u00e1ci 100 % neodovzdal, &#8230;<\/p>\n","protected":false},"author":2,"featured_media":12897,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[17,1062],"tags":[1075,1065],"class_list":["post-12896","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mzdy-a-personalistika","category-vsetko-co-by-ste-mali-vediet-o-money-s3","tag-adresar-v-money-s3","tag-funkcie-uctovneho-programu"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.money.sk\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/12896","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.money.sk\/novinky-a-tipy\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.money.sk\/novinky-a-tipy\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.money.sk\/novinky-a-tipy\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.money.sk\/novinky-a-tipy\/wp-json\/wp\/v2\/comments?post=12896"}],"version-history":[{"count":1,"href":"https:\/\/www.money.sk\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/12896\/revisions"}],"predecessor-version":[{"id":12899,"href":"https:\/\/www.money.sk\/novinky-a-tipy\/wp-json\/wp\/v2\/posts\/12896\/revisions\/12899"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.money.sk\/novinky-a-tipy\/wp-json\/wp\/v2\/media\/12897"}],"wp:attachment":[{"href":"https:\/\/www.money.sk\/novinky-a-tipy\/wp-json\/wp\/v2\/media?parent=12896"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.money.sk\/novinky-a-tipy\/wp-json\/wp\/v2\/categories?post=12896"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.money.sk\/novinky-a-tipy\/wp-json\/wp\/v2\/tags?post=12896"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}