{"id":6219,"date":"2024-09-19T11:36:51","date_gmt":"2024-09-19T09:36:51","guid":{"rendered":"https:\/\/einitia.com\/kit\/?post_type=ova_sev&#038;p=6219"},"modified":"2024-09-19T15:36:28","modified_gmt":"2024-09-19T13:36:28","slug":"gestion-de-clientes","status":"publish","type":"ova_sev","link":"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/","title":{"rendered":"Gesti\u00f3n de clientes"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"6219\" class=\"elementor elementor-6219\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-61797dc elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"61797dc\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-726f06c\" data-id=\"726f06c\" data-element_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-f4a40fc elementor-widget elementor-widget-heading\" data-id=\"f4a40fc\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Gesti\u00f3n de clientes<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2de95f5 elementor-widget elementor-widget-text-editor\" data-id=\"2de95f5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"lc-inline_block_cd64ad28746f73273d316824a310ac02-edit block block-layout-builder block-field-blocknodesolution-packagefield-subtitle\"><div class=\"clearfix text-formatted field field--name-field-subtitle field--type-text-long field--label-hidden field__item\"><p>El principal objetivo de esta categor\u00eda es digitalizar y optimizar la gesti\u00f3n de las relaciones comerciales con tus clientes.<\/p><\/div><\/div><div class=\"lc-inline_block_7cef724adecd853060d694955712d755-edit block block-layout-builder block-field-blocknodesolution-packagebody\"><div class=\"clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item\"><h2 class=\"h2_title_underlined\">Funcionalidades y servicios<\/h2><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><\/div><\/div>\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>El principal objetivo de esta categor\u00eda es digitalizar y optimizar la gesti\u00f3n de las relaciones comerciales con tus clientes.<\/p>\n","protected":false},"featured_media":6221,"comment_status":"closed","ping_status":"closed","template":"","cat_sev":[36],"class_list":["post-6219","ova_sev","type-ova_sev","status-publish","has-post-thumbnail","hentry","cat_sev-solucion-digital"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Gesti\u00f3n de clientes - Einitia<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Gesti\u00f3n de clientes - Einitia\" \/>\n<meta property=\"og:description\" content=\"El principal objetivo de esta categor\u00eda es digitalizar y optimizar la gesti\u00f3n de las relaciones comerciales con tus clientes.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/\" \/>\n<meta property=\"og:site_name\" content=\"Einitia\" \/>\n<meta property=\"article:modified_time\" content=\"2024-09-19T13:36:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/einitia.com\/kit\/wp-content\/uploads\/2024\/09\/Business-concepts-03-35.png\" \/>\n\t<meta property=\"og:image:width\" content=\"613\" \/>\n\t<meta property=\"og:image:height\" content=\"487\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/\",\"url\":\"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/\",\"name\":\"Gesti\u00f3n de clientes - Einitia\",\"isPartOf\":{\"@id\":\"https:\/\/einitia.com\/kit\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/einitia.com\/kit\/wp-content\/uploads\/2024\/09\/Business-concepts-03-35.png\",\"datePublished\":\"2024-09-19T09:36:51+00:00\",\"dateModified\":\"2024-09-19T13:36:28+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/#breadcrumb\"},\"inLanguage\":\"es\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"es\",\"@id\":\"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/#primaryimage\",\"url\":\"https:\/\/einitia.com\/kit\/wp-content\/uploads\/2024\/09\/Business-concepts-03-35.png\",\"contentUrl\":\"https:\/\/einitia.com\/kit\/wp-content\/uploads\/2024\/09\/Business-concepts-03-35.png\",\"width\":613,\"height\":487,\"caption\":\"Gestion de clientes\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Portada\",\"item\":\"https:\/\/einitia.com\/kit\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Service\",\"item\":\"https:\/\/einitia.com\/kit\/service\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Gesti\u00f3n de clientes\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/einitia.com\/kit\/#website\",\"url\":\"https:\/\/einitia.com\/kit\/\",\"name\":\"Einitia\",\"description\":\"Kit Digital \",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/einitia.com\/kit\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"es\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Gesti\u00f3n de clientes - Einitia","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/","og_locale":"es_ES","og_type":"article","og_title":"Gesti\u00f3n de clientes - Einitia","og_description":"El principal objetivo de esta categor\u00eda es digitalizar y optimizar la gesti\u00f3n de las relaciones comerciales con tus clientes.","og_url":"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/","og_site_name":"Einitia","article_modified_time":"2024-09-19T13:36:28+00:00","og_image":[{"width":613,"height":487,"url":"https:\/\/einitia.com\/kit\/wp-content\/uploads\/2024\/09\/Business-concepts-03-35.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Tiempo de lectura":"2 minutos"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/","url":"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/","name":"Gesti\u00f3n de clientes - Einitia","isPartOf":{"@id":"https:\/\/einitia.com\/kit\/#website"},"primaryImageOfPage":{"@id":"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/#primaryimage"},"image":{"@id":"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/#primaryimage"},"thumbnailUrl":"https:\/\/einitia.com\/kit\/wp-content\/uploads\/2024\/09\/Business-concepts-03-35.png","datePublished":"2024-09-19T09:36:51+00:00","dateModified":"2024-09-19T13:36:28+00:00","breadcrumb":{"@id":"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/#breadcrumb"},"inLanguage":"es","potentialAction":[{"@type":"ReadAction","target":["https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/"]}]},{"@type":"ImageObject","inLanguage":"es","@id":"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/#primaryimage","url":"https:\/\/einitia.com\/kit\/wp-content\/uploads\/2024\/09\/Business-concepts-03-35.png","contentUrl":"https:\/\/einitia.com\/kit\/wp-content\/uploads\/2024\/09\/Business-concepts-03-35.png","width":613,"height":487,"caption":"Gestion de clientes"},{"@type":"BreadcrumbList","@id":"https:\/\/einitia.com\/kit\/service\/gestion-de-clientes\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Portada","item":"https:\/\/einitia.com\/kit\/"},{"@type":"ListItem","position":2,"name":"Service","item":"https:\/\/einitia.com\/kit\/service\/"},{"@type":"ListItem","position":3,"name":"Gesti\u00f3n de clientes"}]},{"@type":"WebSite","@id":"https:\/\/einitia.com\/kit\/#website","url":"https:\/\/einitia.com\/kit\/","name":"Einitia","description":"Kit Digital ","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/einitia.com\/kit\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"es"}]}},"_links":{"self":[{"href":"https:\/\/einitia.com\/kit\/wp-json\/wp\/v2\/ova_sev\/6219","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/einitia.com\/kit\/wp-json\/wp\/v2\/ova_sev"}],"about":[{"href":"https:\/\/einitia.com\/kit\/wp-json\/wp\/v2\/types\/ova_sev"}],"replies":[{"embeddable":true,"href":"https:\/\/einitia.com\/kit\/wp-json\/wp\/v2\/comments?post=6219"}],"version-history":[{"count":4,"href":"https:\/\/einitia.com\/kit\/wp-json\/wp\/v2\/ova_sev\/6219\/revisions"}],"predecessor-version":[{"id":6224,"href":"https:\/\/einitia.com\/kit\/wp-json\/wp\/v2\/ova_sev\/6219\/revisions\/6224"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/einitia.com\/kit\/wp-json\/wp\/v2\/media\/6221"}],"wp:attachment":[{"href":"https:\/\/einitia.com\/kit\/wp-json\/wp\/v2\/media?parent=6219"}],"wp:term":[{"taxonomy":"cat_sev","embeddable":true,"href":"https:\/\/einitia.com\/kit\/wp-json\/wp\/v2\/cat_sev?post=6219"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}