{"id":940,"date":"2020-09-29T11:58:38","date_gmt":"2020-09-29T09:58:38","guid":{"rendered":"https:\/\/atr.com.pl\/?page_id=940"},"modified":"2020-09-29T12:06:10","modified_gmt":"2020-09-29T10:06:10","slug":"comarch-erp-optima-crm","status":"publish","type":"page","link":"https:\/\/atr.com.pl\/?page_id=940","title":{"rendered":"Comarch ERP Optima CRM"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"940\" class=\"elementor elementor-940\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9efb2e5 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9efb2e5\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-11d2e3e\" data-id=\"11d2e3e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-81c82de elementor-widget elementor-widget-text-editor\" data-id=\"81c82de\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Wiedza zgromadzona w module pozwala na prowadzenie uporz\u0105dkowanych dzia\u0142a\u0144 marketingowych czy sprzeda\u017cowych. Umo\u017cliwia szybkie i \u0142atwe filtrowanie oraz analizowanie danych, bie\u017c\u0105c\u0105 kontrol\u0119 stopnia realizacji zadania oraz dostosowanie dzia\u0142a\u0144 do potrzeb\/wymaga\u0144 poszczeg\u00f3lnych kontrahent\u00f3w. Comarch ERP Optima CRM oszcz\u0119dza Tw\u00f3j cenny czas i czyni relacje z klientem bardziej efektywnymi.<\/p>\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<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-83db8e7\" data-id=\"83db8e7\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c9d0d69 elementor-widget elementor-widget-image\" data-id=\"c9d0d69\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/atr.com.pl\/wp-content\/uploads\/2020\/09\/CRM_terminarz.png\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"CRM_terminarz\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6OTQ1LCJ1cmwiOiJodHRwczpcL1wvYXRyLmNvbS5wbFwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyMFwvMDlcL0NSTV90ZXJtaW5hcnoucG5nIn0%3D\">\n\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"300\" height=\"221\" src=\"https:\/\/atr.com.pl\/wp-content\/uploads\/2020\/09\/CRM_terminarz-300x221.png\" class=\"attachment-medium size-medium wp-image-945\" alt=\"\" srcset=\"https:\/\/atr.com.pl\/wp-content\/uploads\/2020\/09\/CRM_terminarz-300x221.png 300w, https:\/\/atr.com.pl\/wp-content\/uploads\/2020\/09\/CRM_terminarz-1024x754.png 1024w, https:\/\/atr.com.pl\/wp-content\/uploads\/2020\/09\/CRM_terminarz-768x566.png 768w, https:\/\/atr.com.pl\/wp-content\/uploads\/2020\/09\/CRM_terminarz.png 1500w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/>\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<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d365b46 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d365b46\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-446a9dd\" data-id=\"446a9dd\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-365af13 elementor-widget elementor-widget-accordion\" data-id=\"365af13\" data-element_type=\"widget\" data-widget_type=\"accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-accordion\">\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-5691\" class=\"elementor-tab-title\" data-tab=\"1\" role=\"button\" aria-controls=\"elementor-tab-content-5691\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Funkcjonalno\u015b\u0107 modu\u0142u Comarch ERP Optima CRM<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-5691\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"region\" aria-labelledby=\"elementor-tab-title-5691\"><ul><li>rejestracj\u0119 kontakt\u00f3w z klientami (klient, data, rozmawiaj\u0105cy, opis przebiegu rozmowy, czas rozmowy, itd.), a tak\u017ce harmonogramowanie zada\u0144 i rejestracj\u0119 wykonanych czynno\u015bci, automatyczne generowanie przypomnie\u0144 do zada\u0144,<\/li><li>faktury cykliczne \u2013 automatyczne generowanie kompletu faktur dla wielu podmiot\u00f3w,<\/li><li>obs\u0142ug\u0119 firmowej skrzynki pocztowej (email\/poczta elektroniczna) (<a href=\"https:\/\/www.youtube.com\/watch?v=z4_7jBvW6oA\">zobacz film<\/a>),<\/li><li>przygotowanie oraz obs\u0142ug\u0119 ofert handlowych (<a href=\"https:\/\/www.youtube.com\/watch?v=XzmYPaXsXHc\" target=\"_blank\" rel=\"noopener\">zobacz film<\/a>).<\/li><\/ul><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-5692\" class=\"elementor-tab-title\" data-tab=\"2\" role=\"button\" aria-controls=\"elementor-tab-content-5692\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Comarch ERP Optima CRM Plus zawiera<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-5692\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"region\" aria-labelledby=\"elementor-tab-title-5692\"><ul><li>mechanizm windykacji nale\u017cno\u015bci:<ul><li>automatyczne wysy\u0142anie wiadomo\u015bci e-mail informuj\u0105cych kontrahent\u00f3w o nieuregulowanych p\u0142atno\u015bciach,<\/li><li>tworzenie kontakt\u00f3w lub zada\u0144 CRM zwi\u0105zanych z takimi kontrahentami,<\/li><li>generowanie i wysy\u0142anie poprzez e-mail ponagle\u0144 zap\u0142aty oraz wiadomo\u015bci informuj\u0105cych o nieuregulowanych nale\u017cno\u015bciach,<\/li><li>blokowanie sprzeda\u017cy.\u00a0<\/li><\/ul><\/li><li>mo\u017cliwo\u015b\u0107 tworzenia ankiet (budowanie wzorcowych wywiad\u00f3w z kooperantami w zale\u017cno\u015bci od potrzeby u\u017cytkownik\u00f3w).<\/li><\/ul><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4fed0d9 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4fed0d9\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-5115d02\" data-id=\"5115d02\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b2724d4 elementor-widget elementor-widget-heading\" data-id=\"b2724d4\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Comarch ERP Optima Serwis<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6192303 elementor-widget elementor-widget-text-editor\" data-id=\"6192303\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Modu\u0142 Comarch ERP Optima Serwis dedykowany jest dla firm \u015bwiadcz\u0105cych us\u0142ugi, a tak\u017ce serwisuj\u0105cych sprzedawane towary. Modu\u0142 Comarch ERP Optima Serwis mo\u017ce wsp\u00f3\u0142pracowa\u0107 z modu\u0142em Comarch ERP Optima Faktury oraz z <a href=\"https:\/\/www.comarch.pl\/erp\/comarch-optima\/handel-z-magazynem\/\">modu\u0142em magazynowym<\/a> Comarch ERP Optima Handel \/ Handel Plus (w zakresie pobierania cz\u0119\u015bci z magazynu).<\/p><p>Pozwala na:<\/p><ul><li>tworzenie zlece\u0144 serwisowych i generowanie na ich podstawie dokument\u00f3w handlowo-magazynowych,<\/li><li>tworzenia zlece\u0144 cyklicznych na podstawie wzorca &#8211; zlecenia mog\u0105 by\u0107 generowane r\u0119cznie lub automatycznie.\u00a0<\/li><li>mo\u017cliwo\u015b\u0107 planowania i dodawania czynno\u015bci serwisowych w terminarzu.<\/li><\/ul>\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<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-d3c5086\" data-id=\"d3c5086\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d636e10 elementor-widget elementor-widget-heading\" data-id=\"d636e10\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Comarch ERP Optima Obieg Dokument\u00f3w<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89ed45b elementor-widget elementor-widget-text-editor\" data-id=\"89ed45b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Modu\u0142 Comarch ERP Optima Obieg Dokument\u00f3w pozwala na gromadzenie i \u0142atwe katalogowanie ka\u017cdego rodzaju dokument\u00f3w firmowych (skany, zdj\u0119cia, pliki Word, Excel i inne) oraz ich swobodne wyszukiwanie. Dodatkowo za pomoc\u0105 tego modu\u0142u mo\u017cna zdefiniowa\u0107 i dostosowa\u0107 do w\u0142asnych potrzeb proces obiegu dokument\u00f3w.<\/p>\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<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-34ebd76 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"34ebd76\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8dfd3b4\" data-id=\"8dfd3b4\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e84bf02 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"e84bf02\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/pomoc.comarch.pl\/optima\/pl\/2019_5\/dokumentacja\/szkolenia-e-learningowe\/modul_serwis\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Bezp\u0142atne szkolenie e-learningowe Comarch ERP Optima - Serwis<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\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<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9b8d583 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9b8d583\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-461f90f\" data-id=\"461f90f\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c62b2d3 elementor-widget elementor-widget-spacer\" data-id=\"c62b2d3\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2c394c0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2c394c0\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-128f561\" data-id=\"128f561\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e6d865c elementor-align-right elementor-widget elementor-widget-button\" data-id=\"e6d865c\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/atr.com.pl\/?page_id=643\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Powr\u00f3t do Comarch ERP Optima<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\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<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Wiedza zgromadzona w module pozwala na prowadzenie uporz\u0105dkowanych dzia\u0142a\u0144 marketingowych czy sprzeda\u017cowych. Umo\u017cliwia szybkie i \u0142atwe filtrowanie oraz analizowanie danych, bie\u017c\u0105c\u0105 kontrol\u0119 stopnia realizacji zadania oraz dostosowanie dzia\u0142a\u0144 do potrzeb\/wymaga\u0144 &#8230;<\/p>\n","protected":false},"author":1,"featured_media":941,"parent":643,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-940","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Comarch ERP Optima CRM -<\/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:\/\/atr.com.pl\/?page_id=940\" \/>\n<meta property=\"og:locale\" content=\"pl_PL\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Comarch ERP Optima CRM -\" \/>\n<meta property=\"og:description\" content=\"Wiedza zgromadzona w module pozwala na prowadzenie uporz\u0105dkowanych dzia\u0142a\u0144 marketingowych czy sprzeda\u017cowych. 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