{"id":6869,"date":"2023-01-27T21:43:00","date_gmt":"2023-01-27T19:43:00","guid":{"rendered":"https:\/\/masterbase.com\/es\/es\/es\/es\/?p=6869"},"modified":"2024-04-22T18:45:06","modified_gmt":"2024-04-22T15:45:06","slug":"ide-til-at-konfigurere-afsendelsen-af-dine-tilbud","status":"publish","type":"post","link":"https:\/\/masterbase.com\/da\/idea-para-configurar-el-envio-de-tus-cotizaciones\/masterbase\/","title":{"rendered":"Id\u00e9 til konfiguration af afsendelse af dine tilbud"},"content":{"rendered":"
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\n\t\t\t\t\t\t\t\t\tAt afgive tilbud p\u00e5 et produkt eller en tjeneste er m\u00e5ske en af de hyppigste og mest tv\u00e6rg\u00e5ende handlinger i privatlivet, n\u00e5r vi skal udf\u00f8re en reparation i hjemmet eller p\u00e5 et apparat, eller n\u00e5r vi skal bestille en tjeneste professionelt.\n\nDet betyder, at der altid vil v\u00e6re nogen, der har brug for et tilbud. For at im\u00f8dekomme dette behov og uanset din virksomheds st\u00f8rrelse skal du have en hurtig og effektiv mekanisme til at levere de tilbud, som dit publikum har brug for.\n\nI MasterBase\u00ae kan du automatisere afsendelse og sporing af dine eksisterende tilbud, som du kan oprette ud fra en skabelon. Hver opretter kan tilpasse skabelonen, s\u00e5 den passer til deres m\u00e5l. Lad os se p\u00e5 en af de mange muligheder nedenfor.\n

En m\u00e5de at konfigurere det p\u00e5 i MasterBase\u00ae.<\/h3>\nDet f\u00f8rste, man skal huske p\u00e5, er, at MasterBase\u00ae har gr\u00e6nseflader kaldet Wizards, som g\u00f8r det lettere at konfigurere formularvisninger, tabeller og adgangspunkter og g\u00f8r det muligt at bruge v\u00e6rkt\u00f8jer i automatiserede processer. P\u00e5 den m\u00e5de beh\u00f8ver du ikke at v\u00e6re digital ekspert for at konfigurere dine l\u00f8sninger.\n\nI dette eksempel antager vi, at vi allerede har vores tilbud i PDF-format, og at det eneste, vi skal g\u00f8re, er at sende det til kunderne og f\u00f8lge op p\u00e5 det.\n\nS\u00e5 det, vi har brug for, er:\n
    \n \t
  1. Brug FormBuilder-guiden til at oprette en inputformular, der giver os mulighed for at uploade tilbuddet og oplysningerne om de modtagende kunder. Formularen kan f.eks. indeholde felter som tilbudsnummer, detaljer, afsendelsesdato, navn, modtagerens e-mail osv.<\/li>\n \t
  2. Forbind formularen med en database for at gemme hver transaktion. Forbindelsen oprettes via databasens apikey eller adgangskode.<\/li>\n \t
  3. Konfigurer i GridForm-guiden en tabel, der viser alle transaktioner, dvs. tilbuddene med de felter, vi har defineret i formularen. Ved hj\u00e6lp af guiden kan du beslutte, hvilke felter du vil se og i hvilken r\u00e6kkef\u00f8lge. For at holde sammen p\u00e5 det hele bruger tabellen ogs\u00e5 apikey for den samme database, som blev indtastet i formularen.<\/li>\n \t
  4. Opret adgangspunkter for at visualisere login-formularen og tabellen med alle transaktionerne, hvilket vi g\u00f8r i ikon-guiden, som giver os mulighed for at v\u00e6lge farver, billede og etablere forholdet mellem formularvisningen i punkt 1 og tabellen i punkt 3. Derefter kan vi give adgang til de personer, vi \u00f8nsker skal bruge denne l\u00f8sning til at sende tilbud. For eksempel til hele salgsteamet i en virksomhed.\n

    Lad os automatisere processen<\/h3>\nVi har allerede de n\u00f8dvendige elementer til at s\u00e6tte processen op i detaljer, s\u00e5 automaterne kan g\u00f8re arbejdet for os.<\/li>\n \t
  5. Processen skal starte med identifikation af brugerkontoen, dens dom\u00e6ne og apikey til den database, hvor alle transaktioner skal gemmes. Dette opn\u00e5s ved hj\u00e6lp af SmartData-v\u00e6rkt\u00f8jet.<\/li>\n \t
  6. Derefter skal vi konfigurere modtagelsen af en ny post, dvs. et tilbud, der er uploadet til vores formular. Til dette bruger vi RDS-v\u00e6rkt\u00f8jet, som er specielt designet til MasterBase\u00ae-databaser.<\/li>\n \t
  7. Nu, hvor vi har registreringen, skal vi sende den med en tilpasset e-mailtekst og tilbuddet som en vedh\u00e6ftet fil. For at g\u00f8re dette skal vi bruge to v\u00e6rkt\u00f8jer. F\u00f8rst vil vi med Download lede efter den HTML, vi vil bruge som e-mailtekst, og med UniqueMail vil vi personligg\u00f8re den og sende den med tilbuddet vedh\u00e6ftet i PDF-format.\n

    Hvordan kan denne l\u00f8sning vokse?<\/h3>\nTakket v\u00e6re fleksibiliteten i MasterBase\u00ae og Configware kan processer og l\u00f8sninger vokse, forbedres eller \u00e6ndres uden at skulle starte helt fra bunden. Med alt det ovenst\u00e5ende er vi i stand til at sende et eksisterende tilbud til en kunde. Men vi kunne g\u00e5 endnu dybere og automatisere endnu mere ved at oprette tilbuddet i samme proces og udl\u00f8se en ny afsendelse, hvis vi opdager, at vores e-mail ikke er blevet \u00e5bnet.\n

    Udarbejdelse af tilbud og opf\u00f8lgning<\/h3>\n<\/li>\n \t
  8. Vi kan bede en webdesigner om at oprette en HTML-skabelon med designet af vores tilbud. Det eneste, der s\u00e5 er tilbage at g\u00f8re, er at indtaste stierne med formularfelterne i skabelonen, s\u00e5 automaterne g\u00f8r arbejdet med at udfylde tilbuddet. De samme felter i formularen: tilbudsnummer, detaljer, afsendelsesdato, navn, modtagerens e-mail osv.<\/li>\n \t
  9. Vi kan konfigurere en bestemt proces, s\u00e5 automaterne tildeler et tilsvarende nummer til hvert nyt tilbud.<\/li>\n \t
  10. For at sikre tilstr\u00e6kkelig opf\u00f8lgning kan vi s\u00e6tte en proces op, s\u00e5 automaterne sender tilbuddet igen p\u00e5 tredjedagen, forudsat at det ikke er blevet \u00e5bnet af modtageren. Genudsendelsen kan konfigureres s\u00e5 mange gange, som vi finder n\u00f8dvendigt, selv med en anden HTML end den f\u00f8rste udsendelse, s\u00e5 vi kan opn\u00e5 et bedre resultat.<\/li>\n<\/ol>\nDette er blot endnu en id\u00e9 og et eksempel p\u00e5 alt det, du kan skabe ved hj\u00e6lp af MasterBase\u00ae, dets v\u00e6rkt\u00f8jer og de automater, der arbejder for dig. Vi inviterer dig til at give dine ideer digital form.\n\n \n\n\"\"<\/a>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
    \n\t\t\t\t
    \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\"videoskabere\"\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

    At afgive tilbud p\u00e5 et produkt eller en tjeneste er m\u00e5ske en af de hyppigste og mest tv\u00e6rg\u00e5ende handlinger i privatlivet, n\u00e5r vi skal reparere et apparat i hjemmet, eller n\u00e5r vi skal bestille en tjeneste hos en professionel.<\/p>","protected":false},"author":239642484,"featured_media":7204,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_crdt_document":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-6869","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"\nIdea para configurar el env\u00edo de tus cotizaciones - MasterBase\u00ae<\/title>\n<meta name=\"robots\" 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