{"id":359573,"date":"2023-05-30T13:52:39","date_gmt":"2023-05-30T13:52:39","guid":{"rendered":"https:\/\/pandorafms.com\/crm\/"},"modified":"2025-01-22T12:38:03","modified_gmt":"2025-01-22T12:38:03","slug":"crm","status":"publish","type":"page","link":"https:\/\/pandorafms.com\/fr\/itsm\/crm\/","title":{"rendered":"ITSM CRM"},"content":{"rendered":"

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Gestion de clients CRM<\/h1>\n

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Optimisez votre gestion de clients avec Pandora ITSM<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=\u00a0\u00bb4.22.0″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb width=\u00a0\u00bb98%\u00a0\u00bb custom_margin=\u00a0\u00bb0px||40px||false|false\u00a0\u00bb custom_padding=\u00a0\u00bb0px||0px||true|false\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n

Suivez de mani\u00e8re int\u00e9gr\u00e9e la gestion de contrats d’assistance, les licenses de logiciel et leur expiration. \u00c9mettez des factures simplement et efficacement.<\/p>\n

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Simplifiez la gestion de clients depuis un seul outil !<\/h2>\n

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Cr\u00e9ez et g\u00e9rez des entreprises, des contacts, des contrats et des factures depuis une page centralis\u00e9e. Cela implique l’optimisation et l’am\u00e9lioration de votre r\u00e9lation avec vos clients, en \u00e9conomisant du temps et en favorisant une meilleure communication.<\/p>\n

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Entreprises<\/h3>\n

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L’entreprise est un \u00e9l\u00e9ment fondamentale du CRM.<\/p>\n

Le r\u00f4le de l’entreprise c’est un identifiant de base afin d’appliquer des filtres, et vous pouvez personnaliser les fonctions et les champs tels que l’ID fiscale, le pays et l’adresse utilis\u00e9s aux factures.<\/p>\n

En outre, tout comme dans d’autres \u00e9l\u00e9ments de Pandora ITSM, il est possible de cr\u00e9er des champs personnalis\u00e9s pour les entreprises.<\/p>\n

Les champs personnalis\u00e9s sont group\u00e9s dans \u00ab sections de champs personnalis\u00e9s \u00bb dans le but de g\u00e9rer et visualiser les informations par blocs.<\/p>\n

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Contacts<\/h3>\n

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Les contacts sont li\u00e9s aux entreprises ; tout utilisateur de Pandora ITSM avec acc\u00e8s \u00e0 une certaine entreprise peut voir ses contacts, ses contrats et factures.<\/p>\n

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Factures<\/h3>\n

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Connaissez les factures \u00e9mises \u00e0 r\u00e9gler et contr\u00f4lez quand et comment un certaine entreprise a \u00e9t\u00e9e factur\u00e9e.<\/p>\n

Cr\u00e9ez des factures, joignez les fichiers appropri\u00e9s (la commande, les offres, etc.) et bloquez les factures afin qu’elles ne soient visibles que pour le cr\u00e9ateur et il puisse les modifier.<\/p>\n

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Contrats<\/h3>\n

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Id\u00e9ntifiez de diff\u00e9rentes types de contrats, tels que services et licenses de logiciel et personnalisez les champs sp\u00e9cifiques.<\/p>\n

Associez les contrats aux entreprises sp\u00e9cifiques et reliez les contrats aux factures.<\/p>\n

G\u00e9nerez un PDF avec les don\u00e9es du contrat pour g\u00e9nerer des \u00ab certificats \u00bb ou des \u00ab documents formales \u00bb qui y incluent l’ID du contrat, le nom du client, les dates d’expiration du contrat et les donn\u00e9es personnalis\u00e9es.<\/p>\n

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Leads<\/h3>\n

[\/et_pb_text][et_pb_text admin_label=\u00a0\u00bbText\u00a0\u00bb _builder_version=\u00a0\u00bb4.22.0″ header_text_align=\u00a0\u00bbleft\u00a0\u00bb header_2_text_align=\u00a0\u00bbleft\u00a0\u00bb header_3_text_align=\u00a0\u00bbleft\u00a0\u00bb background_size=\u00a0\u00bbinitial\u00a0\u00bb background_position=\u00a0\u00bbtop_left\u00a0\u00bb background_repeat=\u00a0\u00bbrepeat\u00a0\u00bb module_alignment=\u00a0\u00bbcenter\u00a0\u00bb use_border_color=\u00a0\u00bboff\u00a0\u00bb border_color=\u00a0\u00bb#ffffff\u00a0\u00bb border_style=\u00a0\u00bbsolid\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n

Pandora ITSM permet de contr\u00f4ler l’efficacit\u00e9 des leads commerciales, en am\u00e9liorant le processus de ventes et en augmentant les possibilit\u00e9s de succ\u00e8s. Utilisez notre API \u00e0 l’int\u00e9gration des possibles sources de leads dans votre syst\u00e8me Pandora ITSM et commencez \u00e0 les suivre, en leur attribuant des propri\u00e9taires pour assurez la correcte gestion de vos opportunit\u00e9s commerciales de mani\u00e8re ad\u00e9quate et efficace.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u00a0\u00bb2_5,3_5″ make_equal=\u00a0\u00bbon\u00a0\u00bb disabled_on=\u00a0\u00bbon|on|off\u00a0\u00bb admin_label=\u00a0\u00bbrow\u00a0\u00bb _builder_version=\u00a0\u00bb4.21.0″ background_color=\u00a0\u00bb#f7f7f7″ background_size=\u00a0\u00bbinitial\u00a0\u00bb background_position=\u00a0\u00bbtop_left\u00a0\u00bb background_repeat=\u00a0\u00bbrepeat\u00a0\u00bb max_width=\u00a0\u00bb1170px\u00a0\u00bb custom_margin=\u00a0\u00bb||0px||false|false\u00a0\u00bb custom_padding=\u00a0\u00bb40px|50px|40px|50px|false|true\u00a0\u00bb border_radii=\u00a0\u00bboff|||10px|10px\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb2_5″ _builder_version=\u00a0\u00bb4.16″ custom_padding=\u00a0\u00bb|||\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb custom_padding__hover=\u00a0\u00bb|||\u00a0\u00bb][et_pb_image src=\u00a0\u00bbhttps:\/\/pandorafms.com\/wp-content\/uploads\/2023\/06\/correo-b.png\u00a0\u00bb alt=\u00a0\u00bbgraficos-email-es\u00a0\u00bb title_text=\u00a0\u00bbcorreo-b\u00a0\u00bb _builder_version=\u00a0\u00bb4.21.0″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][\/et_pb_image][et_pb_image src=\u00a0\u00bbhttps:\/\/pandorafms.com\/wp-content\/uploads\/2021\/11\/graficos-formulario-es-1.png\u00a0\u00bb alt=\u00a0\u00bbgraficos-formulario-es\u00a0\u00bb title_text=\u00a0\u00bbgraficos-formulario-es\u00a0\u00bb _builder_version=\u00a0\u00bb4.16″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][\/et_pb_image][\/et_pb_column][et_pb_column type=\u00a0\u00bb3_5″ _builder_version=\u00a0\u00bb4.16″ custom_padding=\u00a0\u00bb|||\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb custom_padding__hover=\u00a0\u00bb|||\u00a0\u00bb][et_pb_text admin_label=\u00a0\u00bbText\u00a0\u00bb _builder_version=\u00a0\u00bb4.22.0″ background_size=\u00a0\u00bbinitial\u00a0\u00bb background_position=\u00a0\u00bbtop_left\u00a0\u00bb background_repeat=\u00a0\u00bbrepeat\u00a0\u00bb module_alignment=\u00a0\u00bbcenter\u00a0\u00bb min_height=\u00a0\u00bb45.9px\u00a0\u00bb custom_margin=\u00a0\u00bb90px||220px||false|false\u00a0\u00bb use_border_color=\u00a0\u00bboff\u00a0\u00bb border_color=\u00a0\u00bb#ffffff\u00a0\u00bb border_style=\u00a0\u00bbsolid\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n

G\u00e9rez l’activit\u00e9 des leads gr\u00e2ce aux emails<\/h4>\n

Avec Pandora ITSM vous pouvez g\u00e9rer et optimiser l’activit\u00e9 commerciale de vos leads \u00e0 travers des emails. Cette fonctionnalit\u00e9 Enterprise vous permettra de tenir vos leads mis \u00e0 jour et de t\u00e9l\u00e9charger des fichiers automatiquement, ce qui se traduit par une am\u00e9lioration significative de la performance de votre \u00e9quipe.<\/p>\n

[\/et_pb_text][et_pb_text admin_label=\u00a0\u00bbText\u00a0\u00bb _builder_version=\u00a0\u00bb4.22.0″ background_size=\u00a0\u00bbinitial\u00a0\u00bb background_position=\u00a0\u00bbtop_left\u00a0\u00bb background_repeat=\u00a0\u00bbrepeat\u00a0\u00bb module_alignment=\u00a0\u00bbcenter\u00a0\u00bb min_height=\u00a0\u00bb45.9px\u00a0\u00bb custom_margin=\u00a0\u00bb90px||||false|false\u00a0\u00bb use_border_color=\u00a0\u00bboff\u00a0\u00bb border_color=\u00a0\u00bb#ffffff\u00a0\u00bb border_style=\u00a0\u00bbsolid\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n

G\u00e9n\u00e9rez des leads \u00e0 travers un formulaire WEB<\/h4>\n

Cr\u00e9ez de nouveaux leads avec le formulaire de votre web pour introduire les informations de vos leads de mani\u00e8re automatique dans Pandora ITSM.<\/p>\n

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G\u00e9rez les activit\u00e9s des leads \u00e0 travers des emails<\/h4>\n

G\u00e9rez et optimisez avec Pandora ITSM l’activit\u00e9 commerciale de vos leads \u00e0 travers des emails. Cette fonctionnalit\u00e9 Enterprise vous permettra de tenir vos leads \u00e0 jour et de t\u00e9l\u00e9charger des fichiers automatiquement, ce qui se traduit par une am\u00e9lioration consid\u00e9rable de la performance de votre \u00e9quipe.<\/p>\n

[\/et_pb_text][et_pb_image src=\u00a0\u00bbhttps:\/\/pandorafms.com\/wp-content\/uploads\/2021\/11\/graficos-formulario-es-1.png\u00a0\u00bb alt=\u00a0\u00bbgraficos-formulario-es\u00a0\u00bb title_text=\u00a0\u00bbgraficos-formulario-es\u00a0\u00bb _builder_version=\u00a0\u00bb4.16″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][\/et_pb_image][et_pb_text admin_label=\u00a0\u00bbText\u00a0\u00bb _builder_version=\u00a0\u00bb4.22.0″ background_size=\u00a0\u00bbinitial\u00a0\u00bb background_position=\u00a0\u00bbtop_left\u00a0\u00bb background_repeat=\u00a0\u00bbrepeat\u00a0\u00bb module_alignment=\u00a0\u00bbcenter\u00a0\u00bb min_height=\u00a0\u00bb45.9px\u00a0\u00bb custom_margin=\u00a0\u00bb90px||||false|false\u00a0\u00bb custom_margin_tablet=\u00a0\u00bb0px||20px||false|false\u00a0\u00bb custom_margin_phone=\u00a0\u00bb\u00a0\u00bb custom_margin_last_edited=\u00a0\u00bbon|tablet\u00a0\u00bb use_border_color=\u00a0\u00bboff\u00a0\u00bb border_color=\u00a0\u00bb#ffffff\u00a0\u00bb border_style=\u00a0\u00bbsolid\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n

G\u00e9nerez des leads \u00e0 travers un formulaire WEB<\/h4>\n

Cr\u00e9ez de nouveaux leads avec le formulaire de contact de votre WEB pour ajouter les informations de vos leads de mani\u00e8re automatique dans Pandora ITSM.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=\u00a0\u00bb1″ custom_padding_last_edited=\u00a0\u00bboff|desktop\u00a0\u00bb admin_label=\u00a0\u00bbbanner final\u00a0\u00bb _builder_version=\u00a0\u00bb4.21.0″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb background_enable_color=\u00a0\u00bboff\u00a0\u00bb use_background_color_gradient=\u00a0\u00bbon\u00a0\u00bb background_color_gradient_direction=\u00a0\u00bb170deg\u00a0\u00bb background_color_gradient_stops=\u00a0\u00bb#0052be 12%|#00c284 100%\u00a0\u00bb background_color_gradient_start=\u00a0\u00bb#15277b\u00a0\u00bb background_color_gradient_end=\u00a0\u00bb#3e0d29″ background_image=\u00a0\u00bbhttps:\/\/pandorafms.com\/wp-content\/uploads\/2021\/11\/Integria-inner-section-bg-2.png\u00a0\u00bb background_position=\u00a0\u00bbbottom_right\u00a0\u00bb background_blend=\u00a0\u00bboverlay\u00a0\u00bb background_enable_video_mp4=\u00a0\u00bboff\u00a0\u00bb background_video_height=\u00a0\u00bb1200px\u00a0\u00bb z_index=\u00a0\u00bb0″ max_width_tablet=\u00a0\u00bb80%\u00a0\u00bb max_width_phone=\u00a0\u00bb90%\u00a0\u00bb max_width_last_edited=\u00a0\u00bboff|tablet\u00a0\u00bb module_alignment=\u00a0\u00bbcenter\u00a0\u00bb custom_margin=\u00a0\u00bb0px||0px||true|false\u00a0\u00bb custom_margin_phone=\u00a0\u00bb100px||100px||false|false\u00a0\u00bb custom_margin_last_edited=\u00a0\u00bboff|phone\u00a0\u00bb custom_padding=\u00a0\u00bb100px||100px||false|true\u00a0\u00bb custom_padding_tablet=\u00a0\u00bb40px|40px|10px|40px|false|true\u00a0\u00bb custom_padding_phone=\u00a0\u00bb40px|40px|40px|40px|true|true\u00a0\u00bb top_divider_color=\u00a0\u00bb#ffffff\u00a0\u00bb top_divider_height=\u00a0\u00bb60px\u00a0\u00bb top_divider_flip=\u00a0\u00bbhorizontal|vertical\u00a0\u00bb bottom_divider_color=\u00a0\u00bb#FFFFFF\u00a0\u00bb bottom_divider_height=\u00a0\u00bb60px\u00a0\u00bb background_last_edited=\u00a0\u00bbon|tablet\u00a0\u00bb background_enable_image_phone=\u00a0\u00bboff\u00a0\u00bb custom_css_before=\u00a0\u00bbz-index:0!important;\u00a0\u00bb custom_css_main_element=\u00a0\u00bbz-index:0!important; \u00a0\u00bb custom_css_after=\u00a0\u00bbz-index:0!important;\u00a0\u00bb saved_tabs=\u00a0\u00bball\u00a0\u00bb locked=\u00a0\u00bboff\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb box_shadow_spread__hover_enabled=\u00a0\u00bboff|desktop\u00a0\u00bb box_shadow_blur__hover_enabled=\u00a0\u00bbon|hover\u00a0\u00bb box_shadow_blur__hover=\u00a0\u00bb80px\u00a0\u00bb][et_pb_row use_custom_gutter=\u00a0\u00bbon\u00a0\u00bb gutter_width=\u00a0\u00bb1″ make_equal=\u00a0\u00bbon\u00a0\u00bb admin_label=\u00a0\u00bbrow\u00a0\u00bb _builder_version=\u00a0\u00bb4.16″ background_size=\u00a0\u00bbinitial\u00a0\u00bb background_position=\u00a0\u00bbtop_left\u00a0\u00bb background_repeat=\u00a0\u00bbrepeat\u00a0\u00bb module_alignment=\u00a0\u00bbcenter\u00a0\u00bb custom_margin=\u00a0\u00bb0px||0px||false|false\u00a0\u00bb custom_padding=\u00a0\u00bb0px|0px|0px|0px|false|false\u00a0\u00bb custom_css_main_element=\u00a0\u00bbalign-items:center;\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb][et_pb_column type=\u00a0\u00bb4_4″ _builder_version=\u00a0\u00bb4.16″ custom_padding=\u00a0\u00bb|||\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb custom_padding__hover=\u00a0\u00bb|||\u00a0\u00bb][et_pb_text content_tablet=\u00a0\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

\u00a0\u00bb content_phone=\u00a0\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

\u00a0\u00bb content_last_edited=\u00a0\u00bbon|phone\u00a0\u00bb _builder_version=\u00a0\u00bb4.22.0″ _module_preset=\u00a0\u00bbdefault\u00a0\u00bb text_orientation=\u00a0\u00bbcenter\u00a0\u00bb background_layout=\u00a0\u00bbdark\u00a0\u00bb width_tablet=\u00a0\u00bb70%\u00a0\u00bb width_phone=\u00a0\u00bb100%\u00a0\u00bb width_last_edited=\u00a0\u00bbon|tablet\u00a0\u00bb module_alignment=\u00a0\u00bbcenter\u00a0\u00bb background_last_edited=\u00a0\u00bboff|phone\u00a0\u00bb global_colors_info=\u00a0\u00bb{}\u00a0\u00bb]<\/p>\n

Essayez Pandora ITSM 30 jours gratuitement !<\/h3>\n

Exp\u00e9rimentez vous m\u00eame tout ce que les fonctionnalit\u00e9s peuvent vous apporter.
Il n’a pas besoin de carte de cr\u00e9dit.<\/p>\n

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