{"id":344019,"date":"2023-05-30T13:52:39","date_gmt":"2023-05-30T13:52:39","guid":{"rendered":"https:\/\/prewebs.pandorafms.com\/?page_id=344019"},"modified":"2025-01-22T09:07:41","modified_gmt":"2025-01-22T09:07:41","slug":"crm","status":"publish","type":"page","link":"https:\/\/pandorafms.com\/es\/itsm\/crm\/","title":{"rendered":"ITSM CRM"},"content":{"rendered":"

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

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Optimiza tu gesti\u00f3n de clientes con Pandora ITSM<\/p>\n

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Lleva un seguimiento integrado de la gesti\u00f3n de contratos de soporte, licencias de software y vencimientos. Emite facturas de manera f\u00e1cil y eficiente.<\/p>\n

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\u00a1Simplifica la gesti\u00f3n de clientes desde una sola herramienta!<\/h2>\n

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Crea y administra empresas, contactos, contratos y facturas desde una ubicaci\u00f3n centralizada. Esto significa que puedes optimizar y mejorar tu relaci\u00f3n con los clientes, ahorrando tiempo y promoviendo una mejor comunicaci\u00f3n.<\/p>\n

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Empresas<\/h3>\n

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La empresa es un elemento fundamental del CRM.<\/p>\n

El papel de la empresa es una identificaci\u00f3n b\u00e1sica para poder aplicar filtros, y se puede personalizar f\u00e1cilmente los roles y campos como ID fiscal, pa\u00eds y direcci\u00f3n se utilizan para hacer facturas.<\/p>\n

Adem\u00e1s, como en otros elementos de Pandora ITSM, es posible crear campos personalizados para las empresas.<\/p>\n

Los campos personalizados se agrupan en \u201csecciones de campos personalizados\u201d para poder administrar y ver esa informaci\u00f3n por bloques.<\/p>\n

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Contactos<\/h3>\n

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Los contactos est\u00e1n relacionados con las empresas; cualquier usuario de Pandora ITSM con acceso a una empresa puede visualizar sus contactos, contratos y facturas.<\/p>\n

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Facturas<\/h3>\n

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Conoce cu\u00e1ndo hay facturas emitidas sin cobrar, y para controlar cu\u00e1ndo y cu\u00e1nto se ha facturado a una empresa particular.<\/p>\n

Crea facturas, adjunta los ficheros apropiados (la orden de compra, ofertas, etc) y bloquea las facturas para que solo el creador pueda modificarlas<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=\u00bb1_2″ _builder_version=\u00bb4.16″ custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb custom_css_main_element_last_edited=\u00bbon|tablet\u00bb custom_css_main_element_tablet=\u00bborder: 1;\u00bb custom_css_main_element_phone=\u00bborder: 1;\u00bb][et_pb_image src=\u00bbhttps:\/\/pandorafms.com\/wp-content\/uploads\/2023\/09\/graficos-facturas-es.png\u00bb alt=\u00bbgraficos-facturas-es\u00bb title_text=\u00bbgraficos-facturas-es\u00bb _builder_version=\u00bb4.22.0″ _module_preset=\u00bbdefault\u00bb width=\u00bb100%\u00bb module_alignment=\u00bbcenter\u00bb custom_margin_tablet=\u00bb0px||0px||false|false\u00bb custom_margin_phone=\u00bb\u00bb custom_margin_last_edited=\u00bbon|tablet\u00bb custom_padding_tablet=\u00bb0px||0px||false|false\u00bb custom_padding_phone=\u00bb\u00bb custom_padding_last_edited=\u00bbon|tablet\u00bb global_colors_info=\u00bb{}\u00bb][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u00bb1_2,1_2″ use_custom_gutter=\u00bbon\u00bb gutter_width=\u00bb2″ make_equal=\u00bbon\u00bb custom_padding_last_edited=\u00bbon|tablet\u00bb admin_label=\u00bbrow\u00bb _builder_version=\u00bb4.21.0″ background_size=\u00bbinitial\u00bb background_position=\u00bbtop_left\u00bb background_repeat=\u00bbrepeat\u00bb max_width=\u00bb1170px\u00bb custom_margin=\u00bb0px||0px||false|false\u00bb custom_padding=\u00bb40px||40px||true|false\u00bb custom_padding_tablet=\u00bb0px||0px||false|false\u00bb custom_padding_phone=\u00bb\u00bb custom_css_main_element=\u00bbalign-items:center;\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb1_2″ _builder_version=\u00bb4.16″ custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_image src=\u00bbhttps:\/\/pandorafms.com\/wp-content\/uploads\/2023\/06\/contratos-b.png\u00bb alt=\u00bbgraficos-contratos-es\u00bb title_text=\u00bbcontratos-b\u00bb _builder_version=\u00bb4.21.0″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][\/et_pb_image][\/et_pb_column][et_pb_column type=\u00bb1_2″ _builder_version=\u00bb4.16″ custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text admin_label=\u00bbText\u00bb _builder_version=\u00bb4.21.0″ background_size=\u00bbinitial\u00bb background_position=\u00bbtop_left\u00bb background_repeat=\u00bbrepeat\u00bb module_alignment=\u00bbcenter\u00bb use_border_color=\u00bboff\u00bb border_color=\u00bb#ffffff\u00bb border_style=\u00bbsolid\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

Contratos<\/h3>\n

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Identifica diferentes tipos de contratos, como servicios y licencias de software, y personaliza los campos espec\u00edficos.<\/p>\n

Asocia los contratos a una empresa y vincula los contratos con una o varias facturas.<\/p>\n

Genera un PDF con los datos del contrato para generar \u00abcertificados\u00bb o \u00abdocumentos formales\u00bb que incluyan el ID de contrato, el nombre del cliente, las fechas de validez del contrato y datos personalizados.<\/p>\n

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Leads<\/h3>\n

[\/et_pb_text][et_pb_text admin_label=\u00bbText\u00bb _builder_version=\u00bb4.21.0″ header_text_align=\u00bbleft\u00bb header_2_text_align=\u00bbleft\u00bb header_3_text_align=\u00bbleft\u00bb background_size=\u00bbinitial\u00bb background_position=\u00bbtop_left\u00bb background_repeat=\u00bbrepeat\u00bb module_alignment=\u00bbcenter\u00bb use_border_color=\u00bboff\u00bb border_color=\u00bb#ffffff\u00bb border_style=\u00bbsolid\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

Pandora ITSM permite llevar un control eficaz de leads comerciales, mejorando el proceso de ventas y aumentando la probabilidad de \u00e9xito. Utiliza nuestro API para integrar las posibles fuentes de leads en su sistema de Pandora ITSM y comienza a hacer un seguimiento de los mismos, asign\u00e1ndoles propietarios para asegurar que todas tus oportunidades comerciales sean tratadas de manera oportuna y eficaz.<\/p>\n

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Gestiona la actividad de leads a trav\u00e9s de emails<\/h4>\n

Con Pandora ITSM podr\u00e1s gestionar y optimizar la actividad comercial de tus leads a trav\u00e9s de emails. Esta funcionalidad Enterprise te permitir\u00e1 mantener la conversaci\u00f3n con los leads actualizada y subir ficheros autom\u00e1ticamente, lo que se traducir\u00e1 en una mejora significativa en la productividad de tu equipo.<\/p>\n

[\/et_pb_text][et_pb_text admin_label=\u00bbText\u00bb _builder_version=\u00bb4.21.0″ background_size=\u00bbinitial\u00bb background_position=\u00bbtop_left\u00bb background_repeat=\u00bbrepeat\u00bb module_alignment=\u00bbcenter\u00bb min_height=\u00bb45.9px\u00bb custom_margin=\u00bb90px||||false|false\u00bb use_border_color=\u00bboff\u00bb border_color=\u00bb#ffffff\u00bb border_style=\u00bbsolid\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

Genera leads a trav\u00e9s de un formulario web<\/h4>\n

Crea nuevos leads con el formulario de contacto de tu web para introducir la informaci\u00f3n de tus leads de forma autom\u00e1tica en Pandora ITSM.<\/p>\n

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Gestiona la actividad de leads a trav\u00e9s de emails<\/h4>\n

Con Pandora ITSM podr\u00e1s gestionar y optimizar la actividad comercial de tus leads a trav\u00e9s de emails. Esta funcionalidad Enterprise te permitir\u00e1 mantener la conversaci\u00f3n con los leads actualizada y subir ficheros autom\u00e1ticamente, lo que se traducir\u00e1 en una mejora significativa en la productividad de tu equipo.<\/p>\n

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Genera leads a trav\u00e9s de un formulario web<\/h4>\n

Crea nuevos leads con el formulario de contacto de tu web para introducir la informaci\u00f3n de tus leads de forma autom\u00e1tica en Pandora ITSM.<\/p>\n

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\u00a1Prueba Integria IMS 30 d\u00edas gratis!<\/h3>\n

Experimenta de primera mano qu\u00e9 pueden aportarte todas las funcionalidades incluidas. No requiere de tarjeta de cr\u00e9dito.<\/p>\n

\u00bb content_phone=\u00bb<\/p>\n

\u00a1Prueba Integria IMS
30 d\u00edas gratis!<\/h3>\n

Experimenta de primera mano qu\u00e9 pueden aportarte todas las funcionalidades incluidas. No requiere de tarjeta de cr\u00e9dito.<\/p>\n

\u00bb content_last_edited=\u00bbon|phone\u00bb _builder_version=\u00bb4.21.0″ _module_preset=\u00bbdefault\u00bb text_orientation=\u00bbcenter\u00bb background_layout=\u00bbdark\u00bb width_tablet=\u00bb70%\u00bb width_phone=\u00bb100%\u00bb width_last_edited=\u00bbon|tablet\u00bb module_alignment=\u00bbcenter\u00bb background_last_edited=\u00bboff|phone\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

\u00a1Prueba Pandora ITSM 30 d\u00edas gratis!<\/h3>\n

Experimenta de primera mano qu\u00e9 pueden aportarte todas las funcionalidades incluidas.
No requiere de tarjeta de cr\u00e9dito.<\/p>\n

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