{"id":79267,"date":"2019-08-19T16:01:22","date_gmt":"2019-08-19T14:01:22","guid":{"rendered":"https:\/\/droidsoft.fr\/?p=79267"},"modified":"2019-08-19T16:16:09","modified_gmt":"2019-08-19T14:16:09","slug":"gerer-son-crm-depuis-son-mobile-via-une-appli-dediee-cest-pas-sorcier","status":"publish","type":"post","link":"https:\/\/droidsoft.fr\/2019\/08\/19\/gerer-son-crm-depuis-son-mobile-via-une-appli-dediee-cest-pas-sorcier\/","title":{"rendered":"G\u00e9rer son CRM depuis son mobile via une appli d\u00e9di\u00e9e, c\u2019est pas sorcier\u00a0!"},"content":{"rendered":"\n

L\u2019utilisation d\u2019un CRM est devenue vitale \u00e0 quasiment chaque professionnel. Bonne nouvelle, l\u2019on peut \u00e9galement en profiter sans \u00eatre derri\u00e8re son ordinateur, gr\u00e2ce \u00e0 des applis mobiles comme celle de Teamleader.<\/p>\n\n\n\n

\"Application-mobile-CRM-Teamleader,<\/figure>\n\n\n\n

Optimiser la relation client\u00a0<\/h2>\n\n\n\n

Le terme CRM d\u00e9signe, rappelons-le, \u00ab Customer Relationship Management \u00bb, soit \u00ab Gestion Relation Client \u00bb chez nous, souvent abr\u00e9g\u00e9 en GRC. L\u2019int\u00e9r\u00eat premier de cet outil est donc la constitution et la gestion de bases de donn\u00e9es clients de notre structure. On y indique notamment le contact, l\u2019intitul\u00e9 de son poste, les tarifs qu\u2019on lui propose, les \u00e9changes r\u00e9alis\u00e9s ou \u00e0 r\u00e9aliser\u2026La possibilit\u00e9 d\u2019utiliser un CRM sur mobile permet donc par exemple de se rem\u00e9morer les \u00e9l\u00e9ments cl\u00e9s de l\u2019interlocuteur que l\u2019on va rencontrer. Le client verra qu\u2019on sait qui il est et que l\u2019on s\u2019int\u00e9resse \u00e0 lui !
Ces donn\u00e9es peuvent par ailleurs \u00eatre rapidement mises \u00e0 jour : juste apr\u00e8s la rencontre, on peut ainsi scanner une carte de visite avec l\u2019appareil photo du smartphone pour int\u00e9grer directement les donn\u00e9es clients dans l\u2019application mobile de CRM. Une fonctionnalit\u00e9 synonyme de gain de temps et limitant les oublis !
On a pris ici l\u2019exemple du client mais la d\u00e9marche s\u2019applique bien s\u00fbr parfaitement avec un fournisseur ou tout partenaire de notre activit\u00e9.<\/p>\n\n\n\n

G\u00e9rer son temps et l\u2019avancement de ses projets<\/h2>\n\n\n\n

Une appli mobile de CRM vous aide donc \u00e0 mieux conna\u00eetre vos clients pour mieux \u00e9changer avant et apr\u00e8s un rdv. Sous r\u00e9serve bien s\u00fbr de ne pas avoir oubli\u00e9 le rdv ! Pour \u00e9viter ce d\u00e9sagr\u00e9ment, le CRM sur mobile ne manquera pas de vous indiquer les r\u00e9unions et rendez-vous pr\u00e9vus \u00e0 l\u2019aide d\u2019un syst\u00e8me de calendrier et de rappel. Ce m\u00eame syst\u00e8me permet d\u2019ailleurs de visualiser les t\u00e2ches inh\u00e9rentes \u00e0 un ou plusieurs projets pour suivre par vous assurer du respect de votre planning quotidien\/hebdomadaire\/mensuel\u2026L\u2019application mobile vous proposera par exemple un Diagramme de GANTT<\/a> au code couleur intuitif (vert = termin\u00e9, rouge = en retard\u2026) qui indiquera l\u2019\u00e9tat des t\u00e2ches et \u00e9tapes correspondant \u00e0 votre projet. En bref, le CRM mobile offre une vue d\u2019ensemble claire afin d\u2019avoir en un coup d\u2019\u0153il une id\u00e9e de la situation de chaque projet.
Cette gestion m\u00eame en situation de mobilit\u00e9 offre donc une certaine s\u00e9curit\u00e9 et une meilleure organisation de ses diff\u00e9rentes activit\u00e9s professionnelles.<\/p>\n\n\n\n

\"diagramme<\/figure>\n\n\n\n

Avec la facturation, chacun y trouve son compte<\/h2>\n\n\n\n

Enfin, l\u2019usage d\u2019une application mobile de CRM s\u2019av\u00e8re pertinente pour les op\u00e9rations relatives \u00e0 la facturation. On peut ainsi ais\u00e9ment y mettre \u00e0 jour les factures de son choix (statut pay\u00e9 ou non pay\u00e9), ainsi que convertir les bons d\u2019interventions en factures. Ceux-ci indiqueront notamment le kilom\u00e9trage effectu\u00e9, le mat\u00e9riel utilis\u00e9 et les heures factur\u00e9es ; une fonctionnalit\u00e9 particuli\u00e8rement utile pour les professionnels qui proposent des services \u00e0 domicile. Bien entendu, avant de convertir les donn\u00e9es en facture d\u00e9finitive, l\u2019usager de l\u2019application CRM peut tout \u00e0 faire \u00e9diter librement les donn\u00e9es qu\u2019il souhaite modifier.<\/p>\n","protected":false},"excerpt":{"rendered":"

L\u2019utilisation d\u2019un CRM est devenue vitale \u00e0 quasiment chaque professionnel. Bonne nouvelle, l\u2019on peut \u00e9galement en profiter sans \u00eatre derri\u00e8re son ordinateur, gr\u00e2ce \u00e0 des applis mobiles comme celle de Teamleader. Optimiser la relation client\u00a0 Le terme CRM d\u00e9signe, rappelons-le, \u00ab Customer Relationship Management \u00bb, soit \u00ab Gestion Relation Client \u00bb chez nous, souvent abr\u00e9g\u00e9 en GRC. L\u2019int\u00e9r\u00eat premier […]<\/p>\n","protected":false},"author":5108,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19],"tags":[1550,145,2588,2364,520,1613,152,2575,1044,1495],"class_list":{"0":"post-79267","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-appli-android","7":"tag-appareil-photo","8":"tag-application-android","9":"tag-applis","10":"tag-convertir","11":"tag-gestion","12":"tag-mises-a-jour","13":"tag-outil","14":"tag-photo","15":"tag-relation","16":"tag-rencontre"},"yoast_head":"\nG\u00e9rer son CRM depuis son mobile via une appli d\u00e9di\u00e9e, c\u2019est pas sorcier\u00a0! – DroidSoft<\/title>\n<meta name=\"description\" content=\"L\u2019utilisation d\u2019un CRM est vitale \u00e0 chaque professionnel. 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