{"id":7759,"date":"2021-05-04T17:42:59","date_gmt":"2021-05-04T17:42:59","guid":{"rendered":"https:\/\/linksoft.ro\/staging\/staging\/?page_id=7759"},"modified":"2021-05-04T21:20:32","modified_gmt":"2021-05-04T21:20:32","slug":"software-crm-para-servicios-financieros","status":"publish","type":"page","link":"https:\/\/linksoft.ro\/staging\/software-crm-para-servicios-financieros\/","title":{"rendered":"Software CRM para servicios financieros"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row offset_top=&#8221;180&#8243; is_overlay=&#8221;enable&#8221; overlay_opacity=&#8221;65&#8243; overlay_color=&#8221;#192435&#8243; css=&#8221;.vc_custom_1613417683238{background-image: url(https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/backfinanciar.png?id=6320) !important;}&#8221; class=&#8221;hitb&#8221;][vc_column][vc_column_text class=&#8221;titlu-pagina&#8221;]<\/p>\n<h1>Software CRM para servicios financieros<\/h1>\n<p>Una soluci\u00f3n empresarial completa perfectamente adaptada<br \/>\npara la integraci\u00f3n de grandes vol\u00famenes de datos[\/vc_column_text]<div class=\"text-left\"><a href=\"\/es\/contact\/\" title=\"Contact\" data-custom-color=\".btn-custom-d0e8227e {background-color: #1e53a8;}\n.btn-custom-d0e8227e:hover {background-color: #163e7d;}\" class=\"btn btn-solid btn-rounded btn-custom btn-lg buton-titlu btn-custom-d0e8227e\">Contacta con nosotros<\/a><\/div>[\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;partenerul&#8221;][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;]<h2 class=\"block-title text-dark text-center\">Obtenga una mayor eficiencia a trav\u00e9s de la optimizaci\u00f3n de procesos digitales<\/h2><hr class=\"hr-solid hr-custom\" style=\"border-top-color: #e32636; border-top-width: 2px; opacity: 1;\">[vc_column_text]<\/p>\n<p style=\"text-align: center;\">Los proveedores de servicios financieros siempre est\u00e1n bajo presi\u00f3n cuando se trata de reducir el tiempo entre el procesamiento de las solicitudes de los clientes y la generaci\u00f3n de una oferta adecuada que ser\u00e1 en el mejor inter\u00e9s de ambas partes involucradas.<br \/>\nPodemos ayudarle a optimizar la productividad de su equipo mediante la implementaci\u00f3n de soluciones inteligentes que pueden analizar, calcular y redactar ofertas en muy poco tiempo, lo que le permite aumentar la calidad y la velocidad de sus servicios prestados al tiempo que reduce los costos operativos. Su personal puede administrar m\u00e1s contratos y reaccionar m\u00e1s r\u00e1pido a las solicitudes de los clientes, aumentando la productividad y la calidad del servicio.<\/p>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/6&#8243;][\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;tech-imgtext&#8221; css=&#8221;.vc_custom_1612605808577{padding-top: 75px !important;}&#8221;][vc_column width=&#8221;1\/2&#8243;][vc_column_text animation=&#8221;fade-right&#8221;]<\/p>\n<h3>Entidades administradas<\/h3>\n<ul>\n<li><strong>Clientes<\/strong>\u2013 Gestione clientes corporativos e individuales mediante la creaci\u00f3n de perfiles de clientes y la automatizaci\u00f3n de procesos repetitivos.<\/li>\n<li><strong>Cat\u00e1logo de productos y servicios <\/strong>\u2013 Cree un cat\u00e1logo de productos adaptable y que permita que nuestro software recomiende servicios basados \u200b\u200ben los perfiles de los clientes, en los registros hist\u00f3ricos y en el an\u00e1lisis detallado de riesgos.<\/li>\n<li><strong>Ubicaciones y socios <\/strong>\u2013 Crea una base de datos central que almacene informaci\u00f3n de todas sus ubicaciones y de todos sus socios, lo que le permitir\u00e1 garantizar est\u00e1ndares de calidad en todos los niveles de su negocio.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_single_image animation=&#8221;fade-left&#8221; image=&#8221;6321&#8243;][\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;tech-imgtext&#8221; css=&#8221;.vc_custom_1611937187753{padding-top: 75px !important;padding-bottom: 75px !important;}&#8221;][vc_column width=&#8221;1\/2&#8243;][vc_single_image animation=&#8221;fade-right&#8221; image=&#8221;6291&#8243;][\/vc_column][vc_column width=&#8221;1\/2&#8243; class=&#8221;primul&#8221;][vc_column_text animation=&#8221;fade-left&#8221;]<\/p>\n<h3>Procesos administrados<\/h3>\n<ul>\n<li><strong>Gesti\u00f3n de los clientes potenciales <\/strong>\u2013 Optimice y gestione la generaci\u00f3n de clientes potenciales para garantizar un alto rendimiento de sus inversiones en marketing y publicidad.<\/li>\n<li><strong>Gesti\u00f3n de las cuentas<\/strong>\u2013 Supervise las carteras de clientes corporativos y configure alertas de contrato para ofrecer mejores servicios.<\/li>\n<li><strong>Ventas<\/strong>\u2013 Gestione sus procesos de ventas, pipelines y automatice los canales de comunicaci\u00f3n. Genere informes completos y an\u00e1lisis complejos para comprender mejor los indicadores clave de rendimiento.<\/li>\n<li><strong>Atenci\u00f3n al cliente:<\/strong> optimice los tiempos de respuesta a las solicitudes de los clientes automatizando los procesos del centro de llamadas e implementando un sistema de soporte innovador para todos los canales disponibles.<\/li>\n<li><strong>Marketing<\/strong>&#8211; Identifique los mejores productos y servicios que puede recomendar a los clientes teniendo en cuenta sus necesidades y cree campa\u00f1as de marketing por correo electr\u00f3nico dirigidas espec\u00edficamente a satisfacer esas necesidades. Automatice los procesos de retenci\u00f3n de clientes, obtenga sugerencias asistidas por IA para paquetes de productos y servicios y administre alertas de renovaci\u00f3n de suscripciones.<\/li>\n<li><strong>Cobro de deudas<\/strong>\u2013 Cree un sistema asistido de recuperaci\u00f3n de deuda, que env\u00eda alertas y notificaciones autom\u00e1ticas y retenga la informaci\u00f3n de la deuda para an\u00e1lisis futuros de riesgo.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;sectiunea2&#8243;][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;]<h2 class=\"block-title text-dark text-center\">Usuarios de la soluci\u00f3n<\/h2><hr class=\"hr-solid hr-custom\" style=\"border-top-color: #e32636; border-top-width: 2px; opacity: 1;\">[\/vc_column][vc_column width=&#8221;1\/6&#8243;][\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;icoane-echipa icoane-solutii sol-crm&#8221;][vc_column width=&#8221;1\/4&#8243;]<div class=\"icon-box icon-box-vertical icon-box-dark icon-box-type-image bg-no text-center\">\n\n\t<div class=\"icon-box-icon\"><img loading=\"lazy\" decoding=\"async\" width=\"402\" height=\"350\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/4.png\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/4.png 402w, https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/4-300x261.png 300w\" sizes=\"auto, (max-width: 402px) 100vw, 402px\" \/><\/div><h3 class=\"icon-box-title\">Ventas<\/h3><\/div>[\/vc_column][vc_column width=&#8221;1\/4&#8243;]<div class=\"icon-box icon-box-vertical icon-box-dark icon-box-type-image bg-no text-center\">\n\n\t<div class=\"icon-box-icon\"><img loading=\"lazy\" decoding=\"async\" width=\"402\" height=\"350\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/3.png\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/3.png 402w, https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/3-300x261.png 300w\" sizes=\"auto, (max-width: 402px) 100vw, 402px\" \/><\/div><h3 class=\"icon-box-title\">Marketing<\/h3><\/div>[\/vc_column][vc_column width=&#8221;1\/4&#8243;]<div class=\"icon-box icon-box-vertical icon-box-dark icon-box-type-image bg-no text-center\">\n\n\t<div class=\"icon-box-icon\"><img loading=\"lazy\" decoding=\"async\" width=\"402\" height=\"350\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/2.png\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/2.png 402w, https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/2-300x261.png 300w\" sizes=\"auto, (max-width: 402px) 100vw, 402px\" \/><\/div><h3 class=\"icon-box-title\">Gerente de producto<\/h3><\/div>[\/vc_column][vc_column width=&#8221;1\/4&#8243;]<div class=\"icon-box icon-box-vertical icon-box-dark icon-box-type-image bg-no text-center\">\n\n\t<div class=\"icon-box-icon\"><img loading=\"lazy\" decoding=\"async\" width=\"402\" height=\"350\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/1.png\" class=\"attachment-full size-full\" alt=\"\" srcset=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/1.png 402w, https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/1-300x261.png 300w\" sizes=\"auto, (max-width: 402px) 100vw, 402px\" \/><\/div><h3 class=\"icon-box-title\">Financiar<\/h3><\/div>[\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;sectiunea2&#8243;][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;]<h2 class=\"block-title text-dark text-center titlu-ti\">Lo que dicen nuestros clientes<small class=\"h2\">Nuestras recomendaciones<\/small><\/h2><hr class=\"hr-solid hr-custom\" style=\"border-top-color: #e32636; border-top-width: 2px; opacity: 1;\">[\/vc_column][vc_column width=&#8221;1\/6&#8243;][\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;sectiunea7&#8243;][vc_column class=&#8221;testimoniale1&#8243;]<div class=\"testimonials-slider carousel-dark text-center text-dark carousel-dots-inside carousel-dots-center carousel-effect-slide carousel-autoplay-enable\" data-slick='{\"arrows\":false,\"dots\":true,\"infinite\":true,\"fade\":false,\"autoplay\":false,\"autoplaySpeed\":3000}'><div class=\"testimonial-slide padding-top-3x padding-bottom-5x\"\">\n\t<div class=\"container\">\n\t\t<div class=\"inner\">\n\t\t\t<a href=\"https:\/\/www.reginamaria.ro\" class=\"testimonial-logo\"><img loading=\"lazy\" decoding=\"async\" width=\"350\" height=\"178\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/876b53_c675baec437a4c0eae2dd772e8725399_mv2-e1612601243504.png\" class=\"attachment-full size-full\" alt=\"Regina Maria CRM client\" \/><\/a>\n\t\t\t<h3 class=\"h2\">Medicine\u2019s Important Moment<\/h3>\n\t\t\t<blockquote>\n\t\t\t\t<p>&quot;Together with Linksoft we have implemented and continue to develop the CRM platform according to our specific activity. The main benefits that the CRM platform offers us are the overall picture on the patient and his medical history in one place, the relevant and updated data reports, as well as the automated sales processes.&quot;<\/p>\n\t\t\t\t<cite>Cosmin Panaete,  Business Processes Director <a href=\"https:\/\/www.reginamaria.ro\">Regina Maria<\/a><\/cite>\n\t\t\t<\/blockquote>\n\t\t\t\n\t\t<\/div>\n\t<\/div>\n<\/div><div class=\"testimonial-slide padding-top-3x padding-bottom-5x\"\">\n\t<div class=\"container\">\n\t\t<div class=\"inner\">\n\t\t\t<div href=\"https:\/\/www.mercedes-benz.ro\/passengercars.html\" class=\"testimonial-logo\"><img loading=\"lazy\" decoding=\"async\" width=\"240\" height=\"70\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2019\/05\/logo-mercedes-client-crm.jpg\" class=\"attachment-full size-full\" alt=\"logo mercedes client crm\" \/><\/div>\n\t\t\t<h3 class=\"h2\">Success in partnership<\/h3>\n\t\t\t<blockquote>\n\t\t\t\t<p>\u201cThe success of implementing business software solutions is determined by the dedication, expertise and professionalism of the implementation partner.\r\nThe Linksoft team has demonstrated this over the years of collaboration.\u201d<\/p>\n\t\t\t\t<cite>Claudiu Arion,  CIO <a href=\"https:\/\/www.mercedes-benz.ro\/passengercars.html\">Mercedes-Benz Romania<\/a><\/cite>\n\t\t\t<\/blockquote>\n\t\t\t\n\t\t<\/div>\n\t<\/div>\n<\/div><div class=\"testimonial-slide padding-top-3x padding-bottom-5x\"\">\n\t<div class=\"container\">\n\t\t<div class=\"inner\">\n\t\t\t<a href=\"http:\/\/www.raiffeisen-leasing.ro\" class=\"testimonial-logo\"><img loading=\"lazy\" decoding=\"async\" width=\"240\" height=\"70\" src=\"https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2019\/05\/logo-raiffeissen-client-crm.jpg\" class=\"attachment-full size-full\" alt=\"raiffeisen CRM client\" \/><\/a>\n\t\t\t<h3 class=\"h2\">Performant CRM<\/h3>\n\t\t\t<blockquote>\n\t\t\t\t<p>\u201cWe appreciate how Linksoft has understood the business processes and has been able to adapt to our quality requirements, so we now have a very efficient operational CRM that helps us better and faster track the needs of over 5000 customers and manage them. leads from external databases by automatic filtering based on the predetermined criteria.\u201d<\/p>\n\t\t\t\t<cite>Bob De Man,  CEO <a href=\"http:\/\/www.raiffeisen-leasing.ro\">Raiffeisen Leasing<\/a><\/cite>\n\t\t\t<\/blockquote>\n\t\t\t\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div>[\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;sectiunea2 solutii-imaginetext ascunde-studiucaz&#8221;][vc_column width=&#8221;1\/12&#8243;][\/vc_column][vc_column width=&#8221;10\/12&#8243;][vc_column_text]<\/p>\n<div class=\"ti-home\">\n<div class=\"text22\">\n<div class=\"continut-text22\">\n<h1 class=\"block-title text-dark text-left\">Studiu de Caz<\/h1>\n<h1 class=\"block-title text-dark text-left\">Regina Maria<b style=\"color: #e32636;\">.<\/b><\/h1>\n<p>Parteneri in implementarea platformei proprii CRM pentru cresterea productivit\u0103\u021bii.<\/p>\n<\/div>\n<\/div>\n<div class=\"img22 regina\">\n<div class=\"over-img22\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-7754\" src=\"\/wp-content\/uploads\/2021\/02\/em-logo.png\" alt=\"\" width=\"200\" height=\"200\" \/><\/div>\n<div class=\"over-img22-al\"><\/div>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/12&#8243;][\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;sectiunea2&#8243;][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;]<h2 class=\"block-title text-dark text-center titlu-ti titlu-contact\">\u00a1Contacta con nosotros!<small class=\"h2\">Deje un mensaje y uno de nuestros consultores se pondr\u00e1 en contacto con usted en las pr\u00f3ximas 24 horas.<\/small><\/h2><hr class=\"hr-solid hr-custom\" style=\"border-top-color: #e32636; border-top-width: 2px; opacity: 1;\">[\/vc_column][vc_column width=&#8221;1\/6&#8243;][\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; css=&#8221;.vc_custom_1614886909463{padding-bottom: 25px !important;}&#8221;][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;][wpforms id=&#8221;7702&#8243; title=&#8221;false&#8221; description=&#8221;false&#8221;][\/vc_column][vc_column width=&#8221;1\/6&#8243;][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p class=\"post-excerpt\">[vc_row offset_top=&#8221;180&#8243; is_overlay=&#8221;enable&#8221; overlay_opacity=&#8221;65&#8243; overlay_color=&#8221;#192435&#8243; css=&#8221;.vc_custom_1613417683238{background-image: url(https:\/\/linksoft.ro\/staging\/wp-content\/uploads\/2021\/02\/backfinanciar.png?id=6320) !important;}&#8221; class=&#8221;hitb&#8221;][vc_column][vc_column_text class=&#8221;titlu-pagina&#8221;] Software CRM para servicios financieros Una soluci\u00f3n empresarial completa perfectamente adaptada para la integraci\u00f3n de grandes vol\u00famenes de datos[\/vc_column_text][\/vc_column][\/vc_row][vc_row offset_top=&#8221;180&#8243; class=&#8221;partenerul&#8221;][vc_column width=&#8221;1\/6&#8243;][\/vc_column][vc_column width=&#8221;2\/3&#8243;][vc_column_text] Los proveedores de servicios financieros siempre est\u00e1n bajo presi\u00f3n cuando se trata de reducir el tiempo entre&#8230;\n<\/p>","protected":false},"author":13,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-7759","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/pages\/7759","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/comments?post=7759"}],"version-history":[{"count":0,"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/pages\/7759\/revisions"}],"wp:attachment":[{"href":"https:\/\/linksoft.ro\/staging\/wp-json\/wp\/v2\/media?parent=7759"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}