{"id":10124,"date":"2024-12-19T11:49:41","date_gmt":"2024-12-19T10:49:41","guid":{"rendered":"https:\/\/grupocsm.com\/?page_id=10124"},"modified":"2024-12-19T11:51:00","modified_gmt":"2024-12-19T10:51:00","slug":"gestion-de-clientes","status":"publish","type":"page","link":"https:\/\/grupocsm.com\/index.php\/kit-digitaliza\/gestion-de-clientes\/","title":{"rendered":"KIT DIGITAL &#8211; Gesti\u00f3n de Clientes"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"10124\" class=\"elementor elementor-10124\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-467686f elementor-section-full_width elementor-section-stretched elementor-section-height-default elementor-section-height-default\" data-id=\"467686f\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;stretch_section&quot;:&quot;section-stretched&quot;,&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d109a2b\" data-id=\"d109a2b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0136ad2 elementor-widget elementor-widget-heading\" data-id=\"0136ad2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">GESTI\u00d3N DE CLIENTES<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8154da8 elementor-section-full_width elementor-section-stretched elementor-section-height-default elementor-section-height-default\" data-id=\"8154da8\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;stretch_section&quot;:&quot;section-stretched&quot;,&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3620c3f\" data-id=\"3620c3f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a0a74c2 elementor-widget elementor-widget-heading\" data-id=\"a0a74c2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">CARACTER\u00cdSTICAS (KIT DIGITAL)<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-0cc29dc elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"0cc29dc\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7e68bd0\" data-id=\"7e68bd0\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3ad620a elementor-widget elementor-widget-heading\" data-id=\"3ad620a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">El principal objetivo de esta categor\u00eda es digitalizar y optimizar la gesti\u00f3n de las relaciones comerciales con tus clientes.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-79679d0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"79679d0\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-85c32ae\" data-id=\"85c32ae\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2844f9a elementor-widget elementor-widget-accordion\" data-id=\"2844f9a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-accordion\">\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-4221\" class=\"elementor-tab-title\" data-tab=\"1\" role=\"button\" aria-controls=\"elementor-tab-content-4221\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Funcionalidades y servicios<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-4221\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"region\" aria-labelledby=\"elementor-tab-title-4221\"><ul><li><ul><li class=\"paragraph\"><p><strong>Gesti\u00f3n de clientes:<\/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.<\/p><\/li><li class=\"paragraph\"><p><strong>Gesti\u00f3n de clientes potenciales (Leads):<\/strong>\u00a0podr\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.<\/p><\/li><li class=\"paragraph\"><p><strong>Gesti\u00f3n de oportunidades:<\/strong>\u00a0tendr\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.).<\/p><\/li><li class=\"paragraph\"><p><strong>Acciones o tareas comerciales:<\/strong>\u00a0la 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.<\/p><\/li><li class=\"paragraph\"><p><strong>Reporting, planificaci\u00f3n y seguimiento comercial:<\/strong>\u00a0podr\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.<\/p><\/li><li class=\"paragraph\"><p><strong>Alertas:<\/strong>\u00a0ser\u00e1s capaz de visualizar Alertas de Clientes en formato gr\u00e1fico de diferente tipolog\u00eda (iconos, mensajes emergentes, etc.).<\/p><\/li><li class=\"paragraph\"><p><strong>Gesti\u00f3n documental:<\/strong>\u00a0la 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.<\/p><\/li><li class=\"paragraph\"><p><strong>Dise\u00f1o Responsive:<\/strong>\u00a0tendr\u00e1s una interfaz funcional en todo tipo de dispositivos.<\/p><\/li><li class=\"paragraph\"><p><strong>Integraci\u00f3n con diversas plataformas:<\/strong>\u00a0dispondr\u00e1s de APIs o Web Services para la consolidaci\u00f3n de la informaci\u00f3n y datos de toda tu empresa.<\/p><\/li><\/ul><\/li><\/ul><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-4222\" class=\"elementor-tab-title\" data-tab=\"2\" role=\"button\" aria-controls=\"elementor-tab-content-4222\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Porcentajes de ejecuci\u00f3n asociados a las fases<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-4222\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"region\" aria-labelledby=\"elementor-tab-title-4222\"><ul><li class=\"paragraph\"><p>Primera: 70 %<\/p><\/li><li class=\"paragraph\"><p>Segunda: 30 %<\/p><\/li><\/ul><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-4223\" class=\"elementor-tab-title\" data-tab=\"3\" role=\"button\" aria-controls=\"elementor-tab-content-4223\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Importe m\u00e1ximo de la ayuda<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-4223\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"region\" aria-labelledby=\"elementor-tab-title-4223\"><ul><li><p>0 &lt; X &lt; 3 empleados: 2.000\u20ac (incluye 1 usuario)<\/p><\/li><li><p>3 \u2264 X &lt; 10 empleados: 2.000\u20ac (incluye 1 usuario)<\/p><\/li><li><p>10 \u2264 X &lt; 50 empleados: 4.000\u20ac (incluye 3 usuarios)<\/p><\/li><li><p>50* \u2264\u00a0 X &lt; 100 empleados: 10.000\u20ac (incluye 10 usuarios)<\/p><\/li><li><p>100 \u2264\u00a0 X &lt; 250 empleados: 14.000\u20ac (incluye 15 usuarios)<\/p><\/li><\/ul><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-131e22f elementor-section-full_width elementor-section-stretched elementor-section-height-default elementor-section-height-default\" data-id=\"131e22f\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;stretch_section&quot;:&quot;section-stretched&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-49fb38a\" data-id=\"49fb38a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1b07b48 elementor-widget elementor-widget-spacer\" data-id=\"1b07b48\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>GESTI\u00d3N DE CLIENTES CARACTER\u00cdSTICAS (KIT DIGITAL) El principal objetivo de esta categor\u00eda es digitalizar y optimizar la gesti\u00f3n de las relaciones comerciales con tus clientes. Funcionalidades y servicios Gesti\u00f3n de clientes:\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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":8931,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"0","ocean_second_sidebar":"0","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"0","ocean_custom_header_template":"0","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"0","ocean_menu_typo_font_family":"0","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"0","footnotes":""},"class_list":["post-10124","page","type-page","status-publish","hentry","entry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/grupocsm.com\/index.php\/wp-json\/wp\/v2\/pages\/10124","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/grupocsm.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/grupocsm.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/grupocsm.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/grupocsm.com\/index.php\/wp-json\/wp\/v2\/comments?post=10124"}],"version-history":[{"count":4,"href":"https:\/\/grupocsm.com\/index.php\/wp-json\/wp\/v2\/pages\/10124\/revisions"}],"predecessor-version":[{"id":10128,"href":"https:\/\/grupocsm.com\/index.php\/wp-json\/wp\/v2\/pages\/10124\/revisions\/10128"}],"up":[{"embeddable":true,"href":"https:\/\/grupocsm.com\/index.php\/wp-json\/wp\/v2\/pages\/8931"}],"wp:attachment":[{"href":"https:\/\/grupocsm.com\/index.php\/wp-json\/wp\/v2\/media?parent=10124"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}