{"id":1468,"date":"2016-11-23T09:46:19","date_gmt":"2016-11-23T09:46:19","guid":{"rendered":"http:\/\/www.iportaldoc.pt\/?p=1468"},"modified":"2024-07-09T09:45:12","modified_gmt":"2024-07-09T09:45:12","slug":"knowing-and-understanding-the-client-is-the-key-for-every-business-success","status":"publish","type":"post","link":"https:\/\/www.iportaldoc.pt\/en\/knowing-and-understanding-the-client-is-the-key-for-every-business-success\/","title":{"rendered":"Knowing and understanding the client is the key for success"},"content":{"rendered":"<p style=\"text-align: justify;\"><strong>The hardest thing to know is how to execute this task.<\/strong><\/p>\n<h2><span style=\"font-size: 14px;\">Reconcile the features of a CRM with the ones of a Document and Process Management.<\/span><\/h2>\n<p style=\"text-align: justify;\">Do you agree? Nowaday&#8217;s, it&#8217;s 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&#8217;s essential to use <strong>tools<\/strong> that allows us to <strong>optimize<\/strong> and <strong>automate procedures<\/strong>.<\/p>\n<p style=\"text-align: justify;\">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>. 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&#8217;ll 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","protected":false},"excerpt":{"rendered":"<p>The hardest thing to know is how to execute this task. Reconcile the features of&#8230;<\/p>\n","protected":false},"author":2,"featured_media":5184,"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\/1468"}],"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=1468"}],"version-history":[{"count":7,"href":"https:\/\/www.iportaldoc.pt\/en\/wp-json\/wp\/v2\/posts\/1468\/revisions"}],"predecessor-version":[{"id":5477,"href":"https:\/\/www.iportaldoc.pt\/en\/wp-json\/wp\/v2\/posts\/1468\/revisions\/5477"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.iportaldoc.pt\/en\/wp-json\/wp\/v2\/media\/5184"}],"wp:attachment":[{"href":"https:\/\/www.iportaldoc.pt\/en\/wp-json\/wp\/v2\/media?parent=1468"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iportaldoc.pt\/en\/wp-json\/wp\/v2\/categories?post=1468"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iportaldoc.pt\/en\/wp-json\/wp\/v2\/tags?post=1468"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}