{"id":108948,"date":"2026-08-21T13:07:59","date_gmt":"2026-08-21T13:07:59","guid":{"rendered":"https:\/\/crm-marketing.hu\/?p=108948"},"modified":"2026-08-21T13:23:00","modified_gmt":"2026-08-21T13:23:00","slug":"a-leggyorsabb-ut-a-szerzodeshez-crm-szoftverrel","status":"publish","type":"post","link":"https:\/\/crm-marketing.hu\/index.php\/2026\/08\/21\/a-leggyorsabb-ut-a-szerzodeshez-crm-szoftverrel\/","title":{"rendered":"A leggyorsabb \u00fat a szezr\u0151d\u00e9shez CRM szofverrel"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"108948\" class=\"elementor elementor-108948\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7f6e8cce e-flex e-con-boxed e-con e-parent\" data-id=\"7f6e8cce\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73e5cd0e elementor-widget elementor-widget-text-editor\" data-id=\"73e5cd0e\" 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p{color:#e8f2eb!important}.chain{display:flex;flex-direction:column;align-items:center;gap:5px;padding:25px;border-radius:18px;background:var(--s);font-weight:900;color:var(--d)}.flow{padding:18px;border-radius:15px;text-align:center;font-weight:900}.bad{background:#f2f3f2;color:#68736c}.good{background:var(--d);color:#fff}.final{margin:70px 0 10px;padding:38px;border-radius:28px;background:linear-gradient(135deg,#103421,#2f7d4a);color:#fff}.final h2{color:#fff!important;font-size:clamp(2rem,4vw,3.3rem)!important;line-height:1.08!important}.final p{color:#e8f2eb!important}.mini{font-size:.82rem;color:#6c786f}.big{font-size:1.35rem;font-weight:800;color:var(--d)}@media(max-width:760px){.fc{font-size:16px}.hero{padding:38px 24px}.hero h1{font-size:3rem!important}.grid{grid-template-columns:1fr 1fr}.compare{grid-template-columns:1fr}.arr{transform:rotate(90deg);text-align:center}}@media(max-width:520px){.grid{grid-template-columns:1fr}}<\/style><div class=\"fc\"><header class=\"hero\"><small>PIPEDRIVE \u2022 FASTEST PATH TO CLOSE \u2022 SALES ARCHITECTURE<\/small><h1>A leggyorsabb \u00fat a lez\u00e1r\u00e1shoz \u2013 Pipedrive \u00e9rt\u00e9kes\u00edt\u00e9si architekt\u00fara<\/h1><p>Az egyszer\u0171, mechanikus Pipedrive-be\u00e1ll\u00edt\u00e1s k\u00e9rt\u00e9kony. Mindig a <strong>\u201elegr\u00f6videbb lez\u00e1r\u00e1st\u201d<\/strong> kell megc\u00e9lozni a be\u00e1ll\u00edt\u00e1sokkal, mert az a hat\u00e9kony.<\/p><\/header><aside class=\"thesis\"><span class=\"lab\">ALAPC\u00c9L<\/span><p class=\"big\">Maximaliz\u00e1lni a lez\u00e1r\u00e1s val\u00f3sz\u00edn\u0171s\u00e9g\u00e9t, mik\u00f6zben minimaliz\u00e1ljuk a lez\u00e1r\u00e1shoz sz\u00fcks\u00e9ges id\u0151t.<\/p><\/aside><section class=\"chapter\"><h2>1. A LEGGYORSABB \u00daT A LEZ\u00c1R\u00c1SHOZ \u2013 Pipeline<\/h2><p>Egy deal, \u00fczlet csak akkor l\u00e9phet el\u0151re a pipeline-ban, ha az \u00fcgyf\u00e9l v\u00e1s\u00e1rl\u00e1si folyamata <strong>val\u00f3ban el\u0151rehaladt<\/strong>.<\/p><div class=\"tbl\"><table><thead><tr><th>Stage<\/th><th>Mit jelent?<\/th><th>Mi kell a tov\u00e1bbl\u00e9p\u00e9shez?<\/th><\/tr><\/thead><tbody><tr><td>1. Kvalifik\u00e1lt \u00e9rdekl\u0151d\u0151<\/td><td>Val\u00f3s probl\u00e9ma, van r\u00e1 megold\u00e1sunk, van r\u00e1 p\u00e9nze, k\u00e9pes d\u00f6nteni<\/td><td>Probl\u00e9ma + potenci\u00e1l + relev\u00e1ns kapcsolattart\u00f3 azonos\u00edtva<\/td><\/tr><tr><td>2. Ig\u00e9ny meger\u0151s\u00edtve<\/td><td>Az \u00fcgyf\u00e9l elismerte az \u00fczleti ig\u00e9nyt, \u00e9s szeretne r\u00e1 megold\u00e1st<\/td><td>A probl\u00e9ma \u00e9rt\u00e9kes\u00edt\u00e9sre gyakorolt hat\u00e1s\u00e1t ismeri \u00e9s a megold\u00e1s priorit\u00e1st kapott<\/td><\/tr><tr><td>3. D\u00f6nt\u00e9si folyamat felt\u00e9rk\u00e9pezve<\/td><td>\u00c9rtj\u00fck a d\u00f6nt\u00e9s folyamatot, szem\u00e9lyeket \u00e9s kezel\u00e9s\u00fck m\u00f3dj\u00e1t<\/td><td>D\u00f6nt\u00e9shoz\u00f3k + krit\u00e9riumok + megnyer\u00e9s\u00fck m\u00f3dja + id\u0151z\u00edt\u00e9s azonos\u00edtva<\/td><\/tr><tr><td>4. Megold\u00e1s valid\u00e1lva<\/td><td>Az \u00fcgyf\u00e9l l\u00e1tja a javasolt megold\u00e1s \u00e9rt\u00e9k\u00e9t<\/td><td>A megold\u00e1si koncepci\u00f3ja elfogadva, \u00e1r\/\u00e9rt\u00e9k ar\u00e1nya meg\u00e9rtve<\/td><\/tr><tr><td>5. D\u00f6nt\u00e9shoz\u00f3k bevonva<\/td><td>A sz\u00fcks\u00e9ges d\u00f6nt\u00e9shoz\u00f3k r\u00e9szt vesznek<\/td><td>Gazdas\u00e1gi d\u00f6nt\u00e9shoz\u00f3 \/ domin\u00e1ns influencer bevonva, kezelve, meggy\u0151zve<\/td><\/tr><tr><td>6. Kereskedelmi meg\u00e1llapod\u00e1s<\/td><td>Az \u00e1r \u00e9s felt\u00e9telek egyeztet\u00e9s alatt, a konkurencia kil\u0151ve<\/td><td>Nincs jelent\u0151s nyitott kereskedelmi k\u00e9rd\u00e9s, , a d\u00f6nt\u0151 szem\u00e9lyek k\u00f6t\u0151dnek hozz\u00e1nk<\/td><\/tr><tr><td>7. D\u00f6nt\u00e9s<\/td><td>Az \u00fczlet a v\u00e9gs\u0151 d\u00f6nt\u00e9shez k\u00f6zel\u00edt<\/td><td>Konkr\u00e9t d\u00f6nt\u00e9si d\u00e1tum azonos\u00edtva<\/td><\/tr><tr><td>8. NYERT \/ VESZTETT<\/td><td>V\u00e9gs\u0151 eredm\u00e9ny<\/td><td>Eredm\u00e9ny \u00e9s ok dokument\u00e1lva<\/td><\/tr><\/tbody><\/table><\/div><aside class=\"call\"><p><strong>A stage-ek, a st\u00e1diumok NE ezek legyenek:<\/strong> Felh\u00edvtuk az \u00fcgyfelet \u2192 Megtartottuk a prezent\u00e1ci\u00f3t \u2192 Kik\u00fcldt\u00fck az aj\u00e1nlatot. Ezek activityk, tev\u00e9kenys\u00e9gek, amelyek nem tartalmazz\u00e1k az \u00fcgylet el\u0151rehalad\u00e1s\u00e1t, a progresszi\u00f3t. A stage azt mutassa, <strong>hol tart az \u00fcgyf\u00e9l a v\u00e1s\u00e1rl\u00e1si d\u00f6nt\u00e9s\u00e9ben.<\/strong><\/p><\/aside><\/section><section class=\"chapter\"><h2>2. A Deal Cockpit \/ Pil\u00f3taf\u00fclke<\/h2><p>Amikor az \u00e9rt\u00e9kes\u00edt\u0151 megnyit egy dealt, \u00fczleti lehet\u0151s\u00e9get, azonnal \u00e9rtenie kell, hol tart az \u00e9rt\u00e9kes\u00edt\u00e9si folyamat.<\/p><div class=\"grid\"><div><span>Nyer\u00e9si val\u00f3sz\u00edn\u0171s\u00e9g \/ Closing probability<\/span><strong>74%<\/strong><\/div><div><span>V\u00e1rhat\u00f3 lez\u00e1r\u00e1si id\u0151 \/ Expected close<\/span><strong>18 nap<\/strong><\/div><div><span>\u00c9rt\u00e9kes\u00edt\u00e9si temp\u00f3 \/ Deal velocity<\/span><strong>Gyors<\/strong><\/div><div><span>Vev\u0151i elk\u00f6telez\u0151d\u00e9s \/ Engagement<\/span><strong>Er\u0151s<\/strong><\/div><div><span>D\u00f6nt\u00e9si folyamat<\/span><strong>R\u00e9szben ismert<\/strong><\/div><div><span>Vezet\u0151k r\u00e9szv\u00e9tele \/ Stakeholder coverage<\/span><strong>Gyenge<\/strong><\/div><\/div><aside class=\"risk\"><span class=\"lab\">LEGNAGYOBB LEZ\u00c1R\u00c1SI \/ CLOSING KOCK\u00c1ZAT<\/span><p>A gazdas\u00e1gi d\u00f6nt\u00e9shoz\u00f3 m\u00e9g nincs bevonva.<\/p><\/aside><aside class=\"action\"><span class=\"lab\">JAVASOLT K\u00d6VETKEZ\u0150 L\u00c9P\u00c9S<\/span><p>K\u00e9rje meg Kov\u00e1cs P\u00e9tert, hogy szervezzen 30 perces meetinget a CFO bevon\u00e1s\u00e1val.<\/p><\/aside><p class=\"big\">A CRM mondja meg: hol a leggyeng\u00e9bb jelenleg ez az \u00fczlet?<\/p><\/section><section class=\"chapter\"><h2>3. K\u00f6telez\u0151 Gyors-Lez\u00e1r\u00e1s \/ Fast-Close mez\u0151k<\/h2><p>A k\u00f6telez\u0151 mez\u0151k sz\u00e1m\u00e1t minim\u00e1lisan kel tartani, de minden mez\u0151nek val\u00f3di \u00e9rt\u00e9kes\u00edt\u00e9si jelent\u0151s\u00e9ggel kell b\u00edrnia.<\/p><h3>\u00dcZLET<\/h3><ul><li>\u00dczleti Probl\u00e9ma \/ Business Problem \u2013 Mit pr\u00f3b\u00e1l megoldani az \u00fcgyf\u00e9l?<\/li><li>\u00dczleti Hat\u00e1s \/ Business Impact \u2013 Mi\u00e9rt fontos ez? A probl\u00e9ma milyen hat\u00e1ssal van az \u00fczlet\u00e9re?<\/li><li>A Megold\u00e1s Halogat\u00e1s\u00e1nak Az \u00c1ra \/ Cost of Inaction \u2013 Mi t\u00f6rt\u00e9nik, ha nem tesz semmit?<\/li><li>K\u00e9nyszer\u00edt\u0151 K\u00f6r\u00fclm\u00e9ny \/ Compelling Event \u2013 Van konkr\u00e9t esem\u00e9ny vagy hat\u00e1rid\u0151, ami miatt most kell d\u00f6nteni?<\/li><\/ul><h3>D\u00d6NT\u00c9S<\/h3><div class=\"compare\"><div><small>NEM <\/small><strong>Mikor szeretn\u00e9nk lez\u00e1rni az \u00fczletet?<\/strong><\/div><div class=\"arr\">\u2192<\/div><div><small>HANEM <\/small><strong>Mikor akar az \u00fcgyf\u00e9l d\u00f6nt\u00e9st hozni?<\/strong><\/div><\/div><p><strong>D\u00f6nt\u00e9si Krit\u00e9riumok \/ Decision Criteria:<\/strong> Milyen szempontok alapj\u00e1n v\u00e1laszt?<\/p><p><strong>D\u00f6nt\u00e9si Folyamat \/ Decision Process:<\/strong> Hogyan sz\u00fcletik meg a v\u00e9gs\u0151 d\u00f6nt\u00e9s?<\/p><\/section><section class=\"chapter\"><h2>4. D\u00f6nt\u00e9shoz\u00f3k \/ Stakeholder Map<\/h2><p>Minden fontos kapcsolattart\u00f3t szerep szerint kell oszt\u00e1lyozni.<\/p><div class=\"tbl\"><table><thead><tr><th><p style=\"text-align: center;\">Szerep<\/th><th><p style=\"text-align: center;\">Szem\u00e9ly<\/th><\/tr><\/thead><tbody><tr><td>Bels\u0151 t\u00e1mogat\u00f3 \/ Champion<\/td><td>Nagy P\u00e9ter<\/td><\/tr><tr><td>Domin\u00e1ns influencer<\/td><td>Szab\u00f3 Anna<\/td><\/tr><tr><td>Gazdas\u00e1gi d\u00f6nt\u00e9shoz\u00f3<\/td><td>?<\/td><\/tr><tr><td>Technikai d\u00f6nt\u00e9shoz\u00f3<\/td><td>T\u00f3th G\u00e1bor<\/td><\/tr><tr><td>Felhaszn\u00e1l\u00f3<\/td><td>\u00c9rt\u00e9kes\u00edt\u00e9si csapat<\/td><\/tr><tr><td>Kapu\u0151r \/ Gatekeeper<\/td><td>Kiss \u00c9va<\/td><\/tr><\/tbody><\/table><\/div><aside class=\"risk\"><span class=\"lab\">KRITIKUS<\/span><p>D\u00f6nt\u00e9shoz\u00f3i T\u00e1mogatotts\u00e1g \/ Stakeholder Coverage Score: <strong>62\/100<\/strong> \u2013 a gazdas\u00e1gi d\u00f6nt\u00e9shoz\u00f3 ismeretlen.<\/p><\/aside><\/section><section class=\"chapter\"><h2>5. A k\u00f6vetkez\u0151 l\u00e9p\u00e9s min\u0151s\u00e9ge<\/h2><p>Nem el\u00e9g, hogy legyen k\u00f6vetkez\u0151 activity, a legjobb k\u00f6vetkez\u0151 l\u00e9p\u00e9st kell meghat\u00e1roznunk, amiprogresszi\u00f3.<\/p><div class=\"compare\"><div><small>GYENGE<\/small><strong> H\u00edvd fel P\u00e9tert.<\/strong><\/div><div class=\"arr\">\u2192<\/div><div><small>GYORS-LEZ\u00c1R\u00c1S \/ FAST-CLOSE STANDARD<\/small><strong>J\u00falius 29., 10:00 \u2013 N\u00e9zd \u00e1t P\u00e9terrel az aj\u00e1nlat p\u00e9nz\u00fcgyi r\u00e9sz\u00e9t, \u00e9s \u00e9rj el meg\u00e1llapod\u00e1st a CFO bevon\u00e1s\u00e1r\u00f3l.<\/strong><\/div><\/div><div class=\"tbl\"><table><thead><tr><th><p style=\"text-align: center;\">Felt\u00e9tel<\/th><th><p style=\"text-align: center;\">Pont<\/th><\/tr><\/thead><tbody><tr><td>Van LEGJOBB k\u00f6vetkez\u0151 activity \/ progresszi\u00f3<\/td><td>+20<\/td><\/tr><tr><td>Konkr\u00e9t d\u00e1tum meghat\u00e1rozva<\/td><td>+20<\/td><\/tr><tr><td>Konkr\u00e9t d\u00f6nt\u00e9shoz\u00f3 azonos\u00edtva<\/td><td>+15<\/td><\/tr><tr><td>Vil\u00e1gos c\u00e9l meghat\u00e1rozva<\/td><td>+20<\/td><\/tr><tr><td>Az \u00fcgyf\u00e9l \u00e1ltal visszaigazolva<\/td><td>+25<\/td><\/tr><\/tbody><\/table><\/div><aside class=\"thesis\"><p class=\"big\">100 pont = kiv\u00e1l\u00f3 k\u00f6vetkez\u0151 l\u00e9p\u00e9s.<\/p><\/aside><\/section><section class=\"chapter\"><h2>6. Lez\u00e1r\u00e1si Kock\u00e1zatok Beazonos\u00edt\u00e1sa \/ Closing Risk Engine<\/h2><p>A CRM szoftver, a Pipedrive automatikusan \u00e9rz\u00e9kelje a lassul\u00e1s jeleit.<\/p><h3>\ud83d\udd34 Kritikus<\/h3><ul><li>Nincs k\u00f6vetkez\u0151 l\u00e9p\u00e9s<\/li><li>Hi\u00e1nyzik a d\u00f6nt\u00e9si d\u00e1tum<\/li><li>Ismeretlen a gazdas\u00e1gi d\u00f6nt\u00e9shoz\u00f3<\/li><li>Aj\u00e1nlat ut\u00e1nk\u00f6vet\u00e9s hi\u00e1nya<\/li><li>A d\u00f6nt\u00e9si d\u00e1tum elm\u00falt<\/li><li>Az \u00fczlet elakadt<\/li><\/ul><h3>\ud83d\udfe0 Figyelmeztet\u00e9s<\/h3><ul><li>5+ napja nincs \u00e9rdemi interakci\u00f3<\/li><li>Csak egy d\u00f6nt\u00e9shoz\u00f3 \/ stakeholder van bevonva<\/li><li>Stage \/stadium  id\u0151tartama hosszabb a nyert \u00fczletek \u00e1tlag\u00e1n\u00e1l<\/li><li>A d\u00f6nt\u00e9si folyamat hi\u00e1nyos<\/li><li>A bels\u0151 t\u00e1mogat\u00f3 lelkesd\u00e9se al\u00e1bb hagy<\/li><\/ul><h3>\ud83d\udfe2 Eg\u00e9szs\u00e9ges<\/h3><ul><li>K\u00f6vetkez\u0151 l\u00e9p\u00e9s meger\u0151s\u00edtve<\/li><li>T\u00f6bb d\u00f6nt\u00e9st\u00e1mogat\u00f3 \/ stakeholder bevonva<\/li><li>D\u00f6nt\u00e9si d\u00e1tum ismert<\/li><li>Friss kommunik\u00e1ci\u00f3<\/li><li>Norm\u00e1l stage progresszi\u00f3<\/li><\/ul><\/section><section class=\"chapter\"><h2>7. GYORS-LEZ\u00c1R\u00c1S \/ FAST-CLOSE SCORE<\/h2><p>Minden \u00fczleti lehet\u0151s\u00e9g \/ opportunity 0\u2013100 k\u00f6z\u00f6tti pontsz\u00e1mot kap.<\/p><div class=\"tbl\"><table><thead><tr><th><p style=\"text-align: center;\">T\u00e9nyez\u0151<\/th><th><p style=\"text-align: center;\">S\u00faly<\/th><\/tr><\/thead><tbody><tr><td>\u00dcgyf\u00e9laktivit\u00e1s<\/td><td>20%<\/td><\/tr><tr><td>D\u00f6nt\u00e9si folyamat tisztas\u00e1ga<\/td><td>15%<\/td><\/tr><tr><td>Minden d\u00f6nt\u00e9shoz\u00f3 bevon\u00e1sa<\/td><td>15%<\/td><\/tr><tr><td>K\u00f6vetkez\u0151 l\u00e9p\u00e9s min\u0151s\u00e9ge<\/td><td>15%<\/td><\/tr><tr><td>\u00dczleti ig\u00e9ny er\u0151ss\u00e9ge<\/td><td>10%<\/td><\/tr><tr><td>K\u00e9nyszer\u00edt\u00f3 esem\u00e9ny \/ Compelling event<\/td><td>10%<\/td><\/tr><tr><td>A stadiumokon \u00e1tjut\u00e1s temp\u00f3ja \/ Stage velocity<\/td><td>10%<\/td><\/tr><tr><td>Kommunik\u00e1ci\u00f3 hangulata<\/td><td>5%<\/td><\/tr><\/tbody><\/table><\/div><aside class=\"action\"><span class=\"lab\">P\u00c9LDA: ADME KFT. \u2014 82\/100<\/span><p>Elk\u00f6telez\u0151d\u00e9s 94 \u00b7 Ig\u00e9ny 90 \u00b7 K\u00f6vetkez\u0151 l\u00e9p\u00e9s 100 \u00b7 D\u00f6nt\u00e9si folyamat 72 \u00b7 Temp\u00f3 68 \u00b7 Milyen ar\u00e1nyban vesznek r\u00e9szt a d\u00f6nt\u00e9shoz\u00f3k a folyamatban? 43<\/p><p><strong>K\u00f6vetkeztet\u00e9s:<\/strong> nem az \u00fcgyf\u00e9l \u00e9rdekl\u0151d\u00e9se a probl\u00e9ma, hanem a stakeholder coverage, vagyis a d\u00f6nt\u00e9shoz\u00f3k r\u00e9szv\u00e9tei ar\u00e1nya a d\u00f6nt\u00e9si folyamatban.<\/p><\/aside><\/section><section class=\"chapter\"><h2>8. Az \u00e9rt\u00e9kes\u00edt\u00e9s temp\u00f3ja \/ Deal Velocity<\/h2><p>Ne azt k\u00e9rdezz\u00fck: <strong>h\u00e1ny napja van a deal a pipeline-ban?<\/strong> Hanem: <strong>gyorsabban vagy lassabban halad, mint a hasonl\u00f3 nyert \u00fczletek?<\/strong><\/p><div class=\"grid\"><div><span>Nyert \u00fczletek \u00e1tlaga<\/span><strong>8,4 nap<\/strong><\/div><div><span>Jelenlegi deal<\/span><strong>13 nap<\/strong><\/div><div><span>Elt\u00e9r\u00e9s<\/span><strong>55%-kal lassabb<\/strong><\/div><\/div><aside class=\"risk\"><span class=\"lab\">AUTOMATIKUS TRIGGER \/ AZ ELT\u00c9R\u00c9S AUTOMATIKUSAN IND\u00cdTSON EGY EGY FOLYAMATOT<\/span><p>Ha a egy st\u00e1diumon elt\u00f6lt\u00f6tt id\u0151 \/ Deal velocity elt\u00e9r az \u00e1tlagt\u00f3l. A rendszer vizsg\u00e1lja meg: <strong>Mi\u00e9rt?<\/strong><\/p><\/aside><\/section><section class=\"chapter\"><h2>9. Napi \u00e9rt\u00e9kes\u00edt\u0151i k\u00e9perny\u0151<\/h2><p>Az \u00e9rt\u00e9kes\u00edt\u0151 reggel ne 130 nyitott opportunityt, \u00fczletet l\u00e1sson, hanem a <strong>mai 10 legfontosabb akci\u00f3t<\/strong>.<\/p><div class=\"tbl\"><table><thead><tr><th>#<\/th><th>Deal<\/th><th>Akci\u00f3<\/th><th>Mi\u00e9rt most?<\/th><\/tr><\/thead><tbody><tr><td>1<\/td><td>ADME<\/td><td>CFO-tal\u00e1lkoz\u00f3 biztos\u00edt\u00e1sa<\/td><td>Hi\u00e1nyz\u00f3 d\u00f6nt\u00e9shoz\u00f3<\/td><\/tr><tr><td>2<\/td><td>Delta<\/td><td>Aj\u00e1nlat ut\u00e1nk\u00f6vet\u00e9s<\/td><td>D\u00f6nt\u00e9s 4 nap m\u00falva<\/td><\/tr><tr><td>3<\/td><td>Beta<\/td><td>Bels\u0151 t\u00e1mogat\u00f3 felh\u00edv\u00e1sa<\/td><td>Cs\u00f6kken\u0151 lelkesed\u00e9s<\/td><\/tr><tr><td>4<\/td><td>Gamma<\/td><td>\u00dcgyf\u00e9lmeeting<\/td><td>Magas z\u00e1r\u00e1si val\u00f3sz\u00edn\u0171s\u00e9g<\/td><\/tr><tr><td>5<\/td><td>Omega<\/td><td>Beszerz\u00e9s felh\u00edv\u00e1sa<\/td><td>Elakadt st\u00e1dium<\/td><\/tr><\/tbody><\/table><\/div><div class=\"compare\"><div><small>HAGYOM\u00c1NYOS CRM<\/small><strong> \u201eMilyen feladataim vannak ma?\u201d<\/strong><\/div><div class=\"arr\">\u2192<\/div><div><small>A MI K\u00c9RD\u00c9S\u00dcNK<\/small><strong> \u201eHa ma csak t\u00edz \u00e9rt\u00e9kes\u00edt\u00e9si feladatot v\u00e9gezhetek el, melyik t\u00edz lesz a legnagyobb hat\u00e1ssal a v\u00e1rhat\u00f3 lez\u00e1rt \u00fczletekre?\u201d<\/strong><\/div><\/div><\/section><section class=\"chapter\"><h2>10. Reggeli Mesters\u00e9ges Intelligencia Javaslatok \/ AI Morning Prioritization<\/h2><p>Amely CRM rendszreben hat\u00e9kony lez\u00e1r\u00e1st alak\u00edtottunk ki, ott az AI minden reggel kielemzi:<\/p><ul><li>E-maileket<\/li><li>Meetingeket<\/li><li>Feladatokat<\/li><li>Az \u00fcgyletek t\u00f6rt\u00e9net\u00e9t<\/li><li>A stadiumokat<\/li><li>Kommunik\u00e1ci\u00f3 hangulat\u00e1t<\/li><li>D\u00f6nt\u00e9shoz\u00f3kat<\/li><li>D\u00f6nt\u00e9si d\u00e1tumokat<\/li><li>A kor\u00e1bbi nyert \u00fcgyletek mint\u00e1zatait<\/li><\/ul><div class=\"hot\"><small>\ud83d\udd25 HOT ACTION<\/small><h3>ADME Kft.<\/h3><p><strong>\u00dcgylet \u00e9rt\u00e9k:<\/strong> 18 500 000 Ft<br><strong>Lez\u00e1r\u00e1si val\u00f3sz\u00edn\u0171s\u00e9g:<\/strong> 81%<br><strong>D\u00f6nt\u00e9s:<\/strong> 12 nap<br><strong>Gyors_lez\u00e1ri pontsz\u00e1m:<\/strong> 84<\/p><p><strong>AI indokl\u00e1s:<\/strong> Az elk\u00f6telez\u0151d\u00e9s a d\u00f6nt\u00e9shoz\u00f3k k\u00f6r\u00e9ben n\u0151tt, a technikai igazgat\u00f3 pozit\u00edv, de a CFO m\u00e9g nincs bevonva; hasonl\u00f3 nyert \u00fczletekben ilyenkor m\u00e1r r\u00e9szt vett.<\/p><p><strong>Javasolt akci\u00f3:<\/strong> biztos\u00edts CFO-meetinget m\u00e9g ma.<\/p><\/div><p>Ez nagyon m\u00e1s, mint az, hogy: <strong>\u201e17 lej\u00e1rt activityd van.\u201d<\/strong><\/p><\/section><section class=\"chapter\"><h2>11. Elakadt \u00dczlet \/ Stalled Deal Detector<\/h2><p>Az elakad\u00e1st mindig stage-specifikusan kell defini\u00e1lni, mert az egyes st\u00e1diumoknak m\u00e1s \u00e9s m\u00e1s a a feladatuk.<\/p><div class=\"compare\"><div><small>NEM <\/small><strong>Minden deal 14 nap ut\u00e1n elakad.<\/strong><\/div><div class=\"arr\">\u2192<\/div><div><small>HANEM <\/small><strong>Norm\u00e1l: 6 nap \u00b7 Figyelmeztet\u00e9s: &gt;9 nap \u00b7 Kritikus: &gt;13 nap<\/strong><\/div><\/div><p>Kritikus dealn\u00e9l k\u00f6telez\u0151 megjel\u00f6lni az okot:<\/p><ul><li>D\u00f6nt\u00e9shoz\u00f3<\/li><li>K\u00f6lts\u00e9gkeret<\/li><li>Bels\u0151 j\u00f3v\u00e1hagy\u00e1s<\/li><li>Versenyt\u00e1rs<\/li><li>Technikai agg\u00e1ly<\/li><li>Id\u0151z\u00edt\u00e9s<\/li><li>Nincs v\u00e1lasz<\/li><li>Ismeretlen<\/li><\/ul><aside class=\"thesis\"><p class=\"big\">Id\u0151vel a szervezet megtanulja: mi lass\u00edtja leggyakrabban az \u00e9rt\u00e9kes\u00edt\u00e9si folyamataikat?<\/p><\/aside><\/section><section class=\"chapter\"><h2>12. Aj\u00e1nlat \u2260 Progresszi\u00f3<\/h2><aside class=\"dark\"><span class=\"lab\">EXPLICIT SZAB\u00c1LY<\/span><p><strong>Az aj\u00e1nlat kik\u00fcld\u00e9se NEM pipeline-progresszi\u00f3.<\/strong><\/p><\/aside><p>Aj\u00e1nlatot ne k\u00fcldj\u00fcnk ki egyeztetett k\u00f6vetkez\u0151 l\u00e9p\u00e9s n\u00e9lk\u00fcl.<\/p><div class=\"compare\"><div><small>NE \u00cdGY<\/small><strong>\u201eMa elk\u00fcld\u00f6m az aj\u00e1nlatot.\u201d<\/strong><\/div><div class=\"arr\">\u2192<\/div><div><small>\u00cdGY<\/small><strong>\u201eMa elk\u00fcld\u00f6m, cs\u00fct\u00f6rt\u00f6k\u00f6n 14:00-kor pedig 30 percben k\u00f6z\u00f6sen \u00e1ttekintj\u00fck.\u201d<\/strong><\/div><\/div><aside class=\"risk\"><span class=\"lab\">HA NINCS LEK\u00d6VET\u00c9S \/ FOLLOW-UP<\/span><p>Akkor a kik\u00fcld\u00f6tt aj\u00e1nlatunk mit sem \u00e9r. A vev\u0151 nem fog f\u00f6lh\u00edvni \u00e9 sk\u00f6ny\u00f6r\u00f6gni, hogy szerz\u0151dj\u00fcnk.<\/p><\/aside><\/section><section class=\"chapter\"><h2>13. Vagy nyerj\u00fcnk, vagy tanuljunk a veres\u00e9gb\u0151l \/ Lost Deal Intelligence<\/h2><p>Az elvesztett \u00fczleti lehet\u0151s\u00e9g \/ opportunity rendk\u00edv\u00fcl \u00e9rt\u00e9kes inform\u00e1ci\u00f3forr\u00e1s.<\/p><div class=\"compare\"><div><small>NE \u00c1LLJUNK MEG ITT<\/small><strong> Veres\u00e9g oka: \u00c1r<\/strong><\/div><div class=\"arr\">\u2192<\/div><div><small>ELEMEZZ\u00dcK \u00cdGY<\/small><strong> Els\u0151dleges ok: Versenyt\u00e1rs<br>Gy\u00f6k\u00e9rok: d\u00f6nt\u00e9shoz\u00f3i kapcsolat<br>Hol vesz\u00edtett\u00fck el a kontrollt? \u00c9rt\u00e9kes\u00edt\u00e9si folyamat<br>Megel\u0151zhet\u0151 lett volna? Igen<br>Mit kellett volna tenni? A CFO-t kor\u00e1bban bevonni.<\/strong><\/div><\/div><p>Ennek vissza kell \u00e9p\u00fclnie az \u00e9rt\u00e9kes\u00edt\u00e9si m\u00f3dszertanba.<\/p><\/section><section class=\"chapter\"><h2>14. Vezet\u0151i inform\u00e1ci\u00f3k \/ Management Dashboard<\/h2><p>A vezet\u0151i dashboard ne csak azt mutassa, hogy a pipeline 640 milli\u00f3 Ft.<\/p><div class=\"grid\"><div><span>\u00c9RT\u00c9KEST\u00c9SI TEMP\u00d3<\/span><strong>47 \u2192 39 nap \u2193<\/strong><\/div><div><span>MAGAS RIZIK\u00d3J\u00da \u00dcGYLETEK<\/span><strong>126 M Ft<\/strong><\/div><div><span>HI\u00c1NYZ\u00d3 K\u00d6VETKEZ\u0150 L\u00c9P\u00c9S<\/span><strong>38 M Ft<\/strong><\/div><div><span>D\u00d6NT\u00c9SHOZ\u00d3K HI\u00c1NYOZNAK<\/span><strong>74 M Ft<\/strong><\/div><div><span>MEGFENEKLETT \u00dcGYLETEK<\/span><strong>92 M Ft<\/strong><\/div><div><span>D\u00d6NT\u00c9S EBBEN A H\u00d3NAPBAN<\/span><strong>117 M Ft<\/strong><\/div><div><span>LEGVAL\u00d3SZ\u00cdN\u0170BB SZERZ\u0150D\u00c9SEK<\/span><strong>81 M Ft<\/strong><\/div><\/div><p>Ez m\u00e1r val\u00f3di vezet\u0151i eszk\u00f6z.<\/p><\/section><section class=\"chapter\"><h2>15. A legfontosabb vezet\u0151i dashboard: MI LASS\u00cdT MINKET?<\/h2><div class=\"tbl\"><table><thead><tr><th>T\u00e9nyez\u0151<\/th><th>Hat\u00e1s a closing id\u0151re<\/th><\/tr><\/thead><tbody><tr><td>Gazdas\u00e1gi d\u00f6nt\u00e9shoz\u00f3 t\u00fal k\u00e9s\u0151n bevonva<\/td><td>+18 nap<\/td><\/tr><tr><td>Aj\u00e1nlat meger\u0151s\u00edtett lek\u00f6vet\u00e9s n\u00e9lk\u00fcl<\/td><td>+11 nap<\/td><\/tr><tr><td>Csak egy d\u00f6nt\u00e9shoz\u00f3 bevonva<\/td><td>+14 nap<\/td><\/tr><tr><td>Hi\u00e1nyz\u00f3 d\u00f6nt\u00e9si d\u00e1tum<\/td><td>+21 nap<\/td><\/tr><tr><td>5+ nap kommunik\u00e1ci\u00f3 n\u00e9lk\u00fcl<\/td><td>+9 nap<\/td><\/tr><\/tbody><\/table><\/div><aside class=\"thesis\"><p class=\"big\">Ezen a ponton a CRM elkezdi megtan\u00edtani a szervezetet a saj\u00e1t \u00e9rt\u00e9kes\u00edt\u00e9si folyamat\u00e1ra.<\/p><\/aside><\/section><section class=\"chapter\"><h2>16. A teljes rendszer logik\u00e1ja<\/h2><div class=\"chain\"><span>JEL \/ SIGNAL<\/span><b>\u2193<\/b><span>VESZ\u00c9LYEK \/ LHET\u0150S\u00c9GEK\/ RISK \/ OPPORTUNITY<\/span><b>\u2193<\/b><span>AJ\u00c1NLOTT AKCI\u00d3K \/ RECOMMENDED ACTION<\/span><b>\u2193<\/b><span>K\u00d6VETKEZ\u0150 L\u00c9P\u00c9S \/ NEXT STEP<\/span><b>\u2193<\/b><span>VEV\u0150 PROGRSSZI\u00d3 \/ CUSTOMER PROGRESS<\/span><b>\u2193<\/b><span>GYORSABB LEZ\u00c1\u00c1S \/ FASTER CLOSE<\/span><\/div><p>A modell nem:<\/p><div class=\"flow bad\">DATA \u2192 CRM<\/div><p>Hanem:<\/p><div class=\"flow good\">ADAT\u2192 ELEMZ\u00c9S \u2192 AKCI\u00d3 \u2192 VEV\u0150I D\u00d6NT\u00c9S<\/div><aside class=\"dark\"><span class=\"lab\">A KONCEPCI\u00d3 LEGER\u0150SEBB \u00c1LL\u00cdT\u00c1SA<\/span><p><strong>A CRM rendszer ne egyszer\u0171en dokument\u00e1lja az \u00e9rt\u00e9kes\u00edt\u00e9si aktivit\u00e1st. A CRM akt\u00edvan gyors\u00edtsa fel az \u00e9rt\u00e9kes\u00edt\u00e9si folyamatot minden l\u00e9p\u00e9st progresszi\u00f3v\u00e1 alak\u00edtva. (Ami nem progresszi\u00f3, azt ne tegy\u00fck.)<\/strong><\/p><\/aside><\/section><section class=\"final\"><small>PIPEDRIVE TAN\u00c1CSAD\u00c1SI POZICION\u00c1L\u00c1S<\/small><h2>Nem arra \u00e1ll\u00edtjuk be a Pipedrive-ot, ahogyan az \u00e9rt\u00e9kes\u00edt\u00e9si csapat ma dolgozik.<\/h2><p>Arra \u00e1ll\u00edtjuk be, <strong>ahogyan dolgoznia kell ahhoz, hogy gyorsabban z\u00e1rjon. Minila Design Hungary Kft. Tel: 70.772.56.99 E-mail: info@crm-marketing.hu<\/strong><\/p><\/section><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>PIPEDRIVE \u2022 FASTEST PATH TO CLOSE \u2022 SALES ARCHITECTURE A leggyorsabb \u00fat a lez\u00e1r\u00e1shoz \u2013 Pipedrive \u00e9rt\u00e9kes\u00edt\u00e9si architekt\u00fara Az egyszer\u0171, mechanikus Pipedrive-be\u00e1ll\u00edt\u00e1s k\u00e9rt\u00e9kony. Mindig a \u201elegr\u00f6videbb lez\u00e1r\u00e1st\u201d kell..<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"iawp_total_views":1,"footnotes":""},"categories":[44,47,46,45,43,1],"tags":[48,53,49,50,24,25,52,51],"class_list":["post-108948","post","type-post","status-publish","format-standard","hentry","category-crm_customer_relationship_management","category-eladasnoveles","category-ertekesitestamogatas","category-magyar_nyelvu_magyarul","category-pipedrive","category-uncategorized","tag-crm","tag-eladasnoveles","tag-ertekesites","tag-ertekesitestamogatas","tag-growth","tag-ideas","tag-magyar-nyelvu","tag-pipedrive"],"_links":{"self":[{"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/posts\/108948","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/comments?post=108948"}],"version-history":[{"count":4,"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/posts\/108948\/revisions"}],"predecessor-version":[{"id":108952,"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/posts\/108948\/revisions\/108952"}],"wp:attachment":[{"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/media?parent=108948"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/categories?post=108948"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/tags?post=108948"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}