{"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":"idee-pour-configurer-lenvoi-de-vos-devis","status":"publish","type":"post","link":"https:\/\/masterbase.com\/fr\/idea-para-configurar-el-envio-de-tus-cotizaciones\/masterbase\/","title":{"rendered":"Id\u00e9e pour configurer l'envoi de vos devis"},"content":{"rendered":"
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\n\t\t\t\t\t\t\t\t\tL'achat d'un produit ou d'un service est peut-\u00eatre l'une des actions les plus fr\u00e9quentes et les plus transversales, dans la vie personnelle lorsqu'il s'agit d'effectuer une r\u00e9paration \u00e0 la maison ou d'acheter un appareil \u00e9lectrom\u00e9nager, ou dans la vie professionnelle lorsqu'il s'agit de souscrire un contrat de service.\n\nIl y aura donc toujours quelqu'un qui aura besoin d'un devis. Pour r\u00e9pondre \u00e0 ce besoin et quelle que soit la taille de votre entreprise, vous devez disposer d'un m\u00e9canisme rapide et efficace pour fournir les devis dont votre public a besoin.\n\nAvec MasterBase\u00ae, vous pouvez automatiser l'envoi et le suivi de vos devis existants, que vous pouvez cr\u00e9er \u00e0 partir d'un mod\u00e8le. Chaque cr\u00e9ateur peut personnaliser le mod\u00e8le en fonction de ses objectifs. Passons en revue l'une des nombreuses options ci-dessous.\n

Une fa\u00e7on de le configurer en MasterBase\u00ae.<\/h3>\nLa premi\u00e8re chose \u00e0 retenir est que MasterBase\u00ae dispose d'interfaces appel\u00e9es Wizards, qui facilitent la configuration des vues de formulaires, des tables et des points d'acc\u00e8s, et permettent d'utiliser les outils dans des processus automatis\u00e9s. Ainsi, vous n'avez pas besoin d'\u00eatre un expert num\u00e9rique pour configurer vos solutions.\n\nPour cet exemple, nous supposerons que nous disposons d\u00e9j\u00e0 de notre devis au format PDF et qu'il ne nous reste plus qu'\u00e0 l'envoyer aux clients et \u00e0 en assurer le suivi.\n\nNous avons donc besoin de ce qui suit :\n
    \n \t
  1. A l'aide de l'assistant FormBuilder, mettez en place un formulaire de saisie qui nous permettra de t\u00e9l\u00e9charger le devis et les coordonn\u00e9es des clients destinataires. Le formulaire peut comprendre, par exemple, des champs tels que le num\u00e9ro du devis, le d\u00e9tail, la date d'envoi, le nom, les adresses \u00e9lectroniques des destinataires, etc.<\/li>\n \t
  2. Connecter le formulaire \u00e0 une base de donn\u00e9es pour stocker chaque transaction. La connexion se fait par l'interm\u00e9diaire de l'apikey ou du mot de passe de la base de donn\u00e9es.<\/li>\n \t
  3. Configurez dans l'assistant GridForm un tableau pour afficher toutes les transactions, c'est-\u00e0-dire les devis avec les champs que nous avons d\u00e9finis dans le formulaire. Avec l'aide de l'assistant, vous pouvez d\u00e9cider quels champs vous voulez voir et dans quel ordre. Pour que tout reste connect\u00e9, le tableau utilise \u00e9galement l'apikey de la m\u00eame base de donn\u00e9es que celle qui a \u00e9t\u00e9 saisie dans le formulaire.<\/li>\n \t
  4. Cr\u00e9er des points d'acc\u00e8s pour visualiser le formulaire de connexion et le tableau contenant toutes les transactions, ce que nous faisons dans l'assistant d'ic\u00f4nes, qui nous permet de choisir les couleurs, l'image et d'\u00e9tablir la relation entre la vue du formulaire du point 1 et le tableau du point 3. Ensuite, nous pouvons donner l'acc\u00e8s aux personnes que nous voulons utiliser cette solution pour envoyer des devis. Par exemple, \u00e0 toute l'\u00e9quipe de vente d'une entreprise.\n

    Automatisons le processus<\/h3>\nNous disposons d\u00e9j\u00e0 des \u00e9l\u00e9ments n\u00e9cessaires pour mettre en place le processus, dans le d\u00e9tail, afin que les automates fassent le travail \u00e0 notre place.<\/li>\n \t
  5. Le processus doit commencer par l'identification du compte utilisateur, de son domaine et de l'apikey de la base de donn\u00e9es o\u00f9 toutes les transactions seront stock\u00e9es. Ceci est r\u00e9alis\u00e9 gr\u00e2ce \u00e0 l'outil SmartData.<\/li>\n \t
  6. Nous devons ensuite configurer la r\u00e9ception d'un nouvel enregistrement, c'est-\u00e0-dire une soumission de devis t\u00e9l\u00e9charg\u00e9e dans notre formulaire. Pour ce faire, nous utilisons l'outil RDS, sp\u00e9cialement con\u00e7u pour les bases de donn\u00e9es MasterBase\u00ae.<\/li>\n \t
  7. Maintenant que nous avons l'enregistrement, nous devons l'envoyer avec un corps de message personnalis\u00e9 et le devis en pi\u00e8ce jointe. Pour ce faire, nous devons utiliser deux outils. Tout d'abord, avec Download, nous chercherons le code HTML que nous utiliserons comme corps de l'e-mail et, avec UniqueMail, nous le personnaliserons et l'enverrons avec le devis en pi\u00e8ce jointe au format PDF.\n

    Comment cette solution peut-elle se d\u00e9velopper ?<\/h3>\nGr\u00e2ce \u00e0 la flexibilit\u00e9 du MasterBase\u00ae et du Configware, les processus et les solutions peuvent \u00e9voluer, \u00eatre am\u00e9lior\u00e9s ou modifi\u00e9s sans avoir \u00e0 repartir de z\u00e9ro. Avec tout ce qui pr\u00e9c\u00e8de, nous sommes en mesure d'envoyer un devis existant \u00e0 un client. Mais nous pourrions aller encore plus loin et automatiser davantage en cr\u00e9ant le devis dans le m\u00eame processus et en d\u00e9clenchant un nouvel envoi si nous d\u00e9tectons que notre e-mail n'a pas \u00e9t\u00e9 ouvert.\n

    Pr\u00e9paration et suivi des devis<\/h3>\n<\/li>\n \t
  8. Nous pouvons demander \u00e0 un web designer de cr\u00e9er un mod\u00e8le HTML avec le design de notre devis. Il ne reste plus qu'\u00e0 introduire dans le mod\u00e8le les chemins d'acc\u00e8s avec les champs du formulaire pour que les automates fassent le travail de compl\u00e9ter le devis. Les m\u00eames champs du formulaire : num\u00e9ro de devis, d\u00e9tail, date d'envoi, nom, e-mails du destinataire, etc.<\/li>\n \t
  9. Nous pouvons configurer un processus sp\u00e9cifique pour que les automates attribuent un num\u00e9ro corr\u00e9latif \u00e0 chaque nouvelle offre.<\/li>\n \t
  10. Pour assurer un suivi ad\u00e9quat, nous pouvons mettre en place un processus permettant aux automates de renvoyer le devis le troisi\u00e8me jour, \u00e0 condition qu'il n'ait pas \u00e9t\u00e9 ouvert par le destinataire. Le renvoi peut \u00eatre configur\u00e9 autant de fois que nous le jugeons n\u00e9cessaire, m\u00eame avec un HTML diff\u00e9rent de celui du premier envoi, afin d'obtenir un meilleur r\u00e9sultat.<\/li>\n<\/ol>\nCe n'est qu'une id\u00e9e de plus, et un exemple de tout ce que vous pouvez cr\u00e9er en utilisant MasterBase\u00ae, ses outils et les automates qui travaillent pour vous. Nous vous invitons \u00e0 donner une forme num\u00e9rique \u00e0 vos id\u00e9es.\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\"cr\u00e9ateurs\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":"

    L'achat d'un produit ou d'un service est peut-\u00eatre l'une des actions les plus fr\u00e9quentes et les plus transversales, dans la vie personnelle lorsqu'il s'agit d'effectuer une r\u00e9paration \u00e0 la maison ou d'acheter un appareil \u00e9lectrom\u00e9nager, ou dans la vie professionnelle lorsqu'il s'agit de souscrire un contrat de service.<\/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 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