{"id":1405,"date":"2016-11-24T14:56:41","date_gmt":"2016-11-24T14:56:41","guid":{"rendered":"http:\/\/www.iportaldoc.pt\/?p=1405"},"modified":"2024-07-11T10:53:11","modified_gmt":"2024-07-11T10:53:11","slug":"document-process-management-integrated-crm-module","status":"publish","type":"post","link":"https:\/\/www.iportaldoc.pt\/en\/document-process-management-integrated-crm-module\/","title":{"rendered":"DOCUMENT AND PROCESS MANAGEMENT INTEGRATED WITH A CRM MODULE"},"content":{"rendered":"<div class=\"entry-content\">\n<h2><span style=\"font-size: 14px;\">iPortalDoc integrated with the CRM module<\/span><\/h2>\n<p style=\"text-align: justify;\"><strong>The hardest thing to know is how to execute this task, do you agree?<\/strong> Nowaday\u2019s, it\u2019s essential to <strong>understand the needs of clients and potential clients<\/strong>, knowing immediately <strong>how to perform to meet their needs<\/strong> and trying to <strong>create more and better businesses<\/strong>. To do so, it\u2019s essential to use <strong>tools<\/strong> that allows us to <strong>optimize<\/strong> and <strong>automate procedures<\/strong>. With <strong>iPortalDoc<\/strong>, the Document and Process Management solution of IPBRICK, your task is simplified, since it integrates a module for <strong>Costumer Relationship Management (CRM) <\/strong>which allows you to reconcile the features of a CRM with the ones of a Document and Process Management.<\/p>\n<p style=\"text-align: justify;\">With this <strong>module of iPortalDoc<\/strong>, you will be able to easily <strong>register the data of the current and potential clients<\/strong>, <strong>business opportunities<\/strong>, <strong>performed and planned meetings<\/strong>, <strong>calls and exchanged emails<\/strong>. At any time, you\u2019ll be able to <strong>obtain statistical reports<\/strong> on all data of these activities, by client or by client manager. It also allows you to <strong>create and manage the Marketing campaigns of your company<\/strong>.<\/p>\n<\/div>\n<div class=\"post-meta wf-mobile-collapsed\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>iPortalDoc integrated with the CRM module The hardest thing to know is how to execute&#8230;<\/p>\n","protected":false},"author":2,"featured_media":5185,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[],"_links":{"self":[{"href":"https:\/\/www.iportaldoc.pt\/en\/wp-json\/wp\/v2\/posts\/1405"}],"collection":[{"href":"https:\/\/www.iportaldoc.pt\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.iportaldoc.pt\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.iportaldoc.pt\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.iportaldoc.pt\/en\/wp-json\/wp\/v2\/comments?post=1405"}],"version-history":[{"count":7,"href":"https:\/\/www.iportaldoc.pt\/en\/wp-json\/wp\/v2\/posts\/1405\/revisions"}],"predecessor-version":[{"id":5475,"href":"https:\/\/www.iportaldoc.pt\/en\/wp-json\/wp\/v2\/posts\/1405\/revisions\/5475"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.iportaldoc.pt\/en\/wp-json\/wp\/v2\/media\/5185"}],"wp:attachment":[{"href":"https:\/\/www.iportaldoc.pt\/en\/wp-json\/wp\/v2\/media?parent=1405"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iportaldoc.pt\/en\/wp-json\/wp\/v2\/categories?post=1405"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iportaldoc.pt\/en\/wp-json\/wp\/v2\/tags?post=1405"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}