{"id":6869,"date":"2023-01-27T21:43:00","date_gmt":"2023-01-27T19:43:00","guid":{"rendered":"https:\/\/masterbase.com\/es\/es\/es\/es\/es\/?p=6869"},"modified":"2024-04-22T18:45:06","modified_gmt":"2024-04-22T15:45:06","slug":"idee-pentru-configurarea-trimiterii-ofertelor-dvs","status":"publish","type":"post","link":"https:\/\/masterbase.com\/ro\/idea-para-configurar-el-envio-de-tus-cotizaciones\/masterbase\/","title":{"rendered":"Idee pentru configurarea trimiterii ofertelor dvs."},"content":{"rendered":"
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\n\t\t\t\t\t\t\t\t\tCitarea unui produs sau serviciu este probabil una dintre cele mai frecvente \u0219i mai transversale ac\u021biuni, \u00een via\u021ba personal\u0103, atunci c\u00e2nd trebuie s\u0103 efectu\u0103m o repara\u021bie \u00een cas\u0103 sau la un aparat electrocasnic, sau s\u0103 contract\u0103m un serviciu profesional.\n\nAceasta \u00eenseamn\u0103 c\u0103 \u00eentotdeauna va exista cineva care va avea nevoie de o ofert\u0103. Pentru a r\u0103spunde acestei nevoi \u0219i indiferent de dimensiunea companiei dvs., trebuie s\u0103 dispune\u021bi de un mecanism rapid \u0219i eficient pentru a furniza ofertele de pre\u021b pe care publicul dvs. le solicit\u0103.\n\n\u00cen MasterBase\u00ae, pute\u021bi automatiza trimiterea \u0219i urm\u0103rirea citatelor existente, pe care le pute\u021bi crea pornind de la un \u0219ablon. Fiecare creator poate personaliza \u0219ablonul \u00een func\u021bie de obiectivele sale. S\u0103 analiz\u0103m mai jos una dintre numeroasele op\u021biuni.\n

Un mod de configurare \u00een MasterBase\u00ae.<\/h3>\nPrimul lucru de re\u021binut este c\u0103 MasterBase\u00ae are interfe\u021be numite Wizards, care faciliteaz\u0103 configurarea vizualiz\u0103rilor de formulare, a tabelelor \u0219i a punctelor de acces \u0219i fac posibil\u0103 utilizarea instrumentelor \u00een procese automate. Astfel, nu trebuie s\u0103 fi\u021bi un expert digital pentru a v\u0103 configura solu\u021biile.\n\nPentru acest exemplu, vom presupune c\u0103 avem deja oferta noastr\u0103 \u00een format PDF \u0219i ceea ce trebuie s\u0103 facem este s\u0103 o trimitem clien\u021bilor \u0219i s\u0103 o urm\u0103rim.\n\nA\u0219adar, avem nevoie de:\n
    \n \t
  1. Folosind expertul FormBuilder, configura\u021bi un formular de intrare care s\u0103 ne permit\u0103 s\u0103 \u00eenc\u0103rc\u0103m oferta \u0219i detaliile clien\u021bilor destinatari. Formularul poate include, de exemplu, c\u00e2mpuri precum num\u0103rul ofertei, detaliile, data expedierii, numele, e-mailurile destinatarilor etc.<\/li>\n \t
  2. Conecta\u021bi formularul cu o baz\u0103 de date pentru a stoca fiecare tranzac\u021bie. Conexiunea se realizeaz\u0103 prin apikey sau parola bazei de date.<\/li>\n \t
  3. Configura\u021bi \u00een asistentul GridForm un tabel pentru a afi\u0219a toate tranzac\u021biile, adic\u0103 ofertele cu c\u00e2mpurile pe care le-am definit \u00een formular. Cu ajutorul asistentului pute\u021bi decide ce c\u00e2mpuri dori\u021bi s\u0103 vede\u021bi \u0219i \u00een ce ordine. Pentru ca totul s\u0103 r\u0103m\u00e2n\u0103 conectat, tabelul utilizeaz\u0103 \u0219i apikey-ul aceleia\u0219i baze de date care a fost introdus\u0103 \u00een formular.<\/li>\n \t
  4. Cre\u0103m puncte de acces pentru a vizualiza formularul de autentificare \u0219i tabelul cu toate tranzac\u021biile, lucru pe care \u00eel facem cu ajutorul asistentului pentru pictograme, care ne permite s\u0103 alegem culorile, imaginea \u0219i s\u0103 stabilim rela\u021bia dintre vizualizarea formularului de la punctul 1 \u0219i tabelul de la punctul 3. Apoi putem acorda acces persoanelor care dorim s\u0103 utilizeze aceast\u0103 solu\u021bie pentru a trimite oferte de pre\u021b. De exemplu, \u00eentregii echipe de v\u00e2nz\u0103ri a unei companii.\n

    S\u0103 automatiz\u0103m procesul<\/h3>\nDispunem deja de elementele necesare pentru a configura procesul \u00een detaliu, astfel \u00eenc\u00e2t automatele s\u0103 poat\u0103 lucra pentru noi.<\/li>\n \t
  5. Procesul trebuie s\u0103 \u00eenceap\u0103 cu identificarea contului de utilizator, a domeniului acestuia \u0219i a apikey-ului bazei de date \u00een care vor fi stocate toate tranzac\u021biile. Acest lucru se realizeaz\u0103 cu ajutorul instrumentului SmartData.<\/li>\n \t
  6. Apoi trebuie s\u0103 configur\u0103m primirea unei noi \u00eenregistr\u0103ri, adic\u0103 a unei cereri de ofert\u0103 \u00eenc\u0103rcat\u0103 \u00een formularul nostru. Pentru aceasta folosim instrumentul RDS, special conceput pentru bazele de date MasterBase\u00ae.<\/li>\n \t
  7. Acum c\u0103 avem \u00eenregistrarea, trebuie s\u0103 o trimitem cu un corp de e-mail personalizat \u0219i cu oferta ca ata\u0219ament. Pentru a face acest lucru, trebuie s\u0103 folosim dou\u0103 instrumente. \u00cen primul r\u00e2nd, cu Download, vom c\u0103uta HTML-ul pe care \u00eel vom folosi ca corp al e-mailului \u0219i, cu UniqueMail, \u00eel vom personaliza \u0219i \u00eel vom trimite cu citatul ata\u0219at \u00een format PDF.\n

    Cum poate cre\u0219te aceast\u0103 solu\u021bie?<\/h3>\nDatorit\u0103 flexibilit\u0103\u021bii MasterBase\u00ae \u0219i Configware, procesele \u0219i solu\u021biile pot cre\u0219te, pot fi \u00eembun\u0103t\u0103\u021bite sau modificate f\u0103r\u0103 a fi nevoie s\u0103 se \u00eenceap\u0103 de la zero. Cu toate cele de mai sus, suntem capabili s\u0103 trimitem o ofert\u0103 existent\u0103 unui client. Dar am putea merge \u0219i mai departe \u0219i automatiza \u0219i mai mult prin crearea ofertei \u00een cadrul aceluia\u0219i proces \u0219i prin declan\u0219area unei retrimiteri dac\u0103 detect\u0103m c\u0103 e-mailul nostru nu a fost deschis.\n

    Preg\u0103tirea \u0219i urm\u0103rirea ofertelor de pre\u021b<\/h3>\n<\/li>\n \t
  8. Putem cere unui web designer s\u0103 creeze un \u0219ablon HTML cu designul ofertei noastre. Cu aceasta, singurul lucru care r\u0103m\u00e2ne de f\u0103cut este s\u0103 introducem \u00een \u0219ablon c\u0103ile cu c\u00e2mpurile formularului, astfel \u00eenc\u00e2t automatele s\u0103 poat\u0103 face munca de completare a citatului. Acelea\u0219i c\u00e2mpuri ale formularului: num\u0103rul citatului, detaliul, data trimiterii, numele, e-mailurile destinatarului etc.<\/li>\n \t
  9. Putem configura un proces specific astfel \u00eenc\u00e2t automatele s\u0103 atribuie un num\u0103r corelativ fiec\u0103rei noi cota\u021bii.<\/li>\n \t
  10. Pentru a asigura o urm\u0103rire adecvat\u0103, putem configura un proces astfel \u00eenc\u00e2t automatele s\u0103 retrimit\u0103 oferta \u00een a treia zi, cu condi\u021bia ca aceasta s\u0103 nu fi fost deschis\u0103 de destinatar. Re\u00eentoarcerea poate fi configurat\u0103 de c\u00e2te ori consider\u0103m necesar, chiar \u0219i cu un HTML diferit fa\u021b\u0103 de prima trimitere, astfel \u00eenc\u00e2t s\u0103 putem ob\u021bine un rezultat mai bun.<\/li>\n<\/ol>\nAceasta este doar o idee \u00een plus \u0219i un exemplu a tot ceea ce pute\u021bi crea folosind MasterBase\u00ae, instrumentele sale \u0219i automatele care lucreaz\u0103 pentru dvs. V\u0103 invit\u0103m s\u0103 da\u021bi form\u0103 digital\u0103 ideilor dvs.\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\"creatori\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":"

    Citarea unui produs sau a unui serviciu este poate una dintre cele mai frecvente \u0219i mai transversale ac\u021biuni, \u00een via\u021ba personal\u0103, atunci c\u00e2nd trebuie s\u0103 efectu\u0103m o repara\u021bie \u00een cas\u0103 sau la un aparat electrocasnic, sau s\u0103 contract\u0103m \u00een mod profesional un serviciu.<\/p>","protected":false},"author":239642484,"featured_media":7204,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"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\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/masterbase.com\/ro\/idee-pentru-configurarea-trimiterii-ofertelor-dvs\/baza-de-master\/\" \/>\n<meta property=\"og:locale\" content=\"ro_RO\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Idea para configurar el env\u00edo de tus cotizaciones - MasterBase\u00ae\" \/>\n<meta property=\"og:description\" content=\"Cotizar un producto o servicio es quiz\u00e1 una de las acciones m\u00e1s frecuentes y transversales, en la vida personal cuando necesitamos realizar alg\u00fan arreglo en la casa o en alg\u00fan artefacto, o profesionalmente para contratar alg\u00fan servicio.\" \/>\n<meta property=\"og:url\" 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