{"id":39436,"date":"2026-08-21T14:26:57","date_gmt":"2026-08-21T14:26:57","guid":{"rendered":"https:\/\/alteg.io\/?page_id=39436"},"modified":"2026-10-19T09:44:30","modified_gmt":"2026-10-19T09:44:30","slug":"crm-service-business","status":"publish","type":"page","link":"https:\/\/alteg.io\/cs\/crm-service-business\/","title":{"rendered":"CRM for Service Businesses"},"content":{"rendered":"
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\n \t\t\t\\<\/span>\n\t\t\t\t\t\u0158\u00edzen\u00ed vztah\u016f s klienty<\/span>\n\t\t\n<\/div>\n\t\t\t

CRM pro slu\u017eby, kter\u00e9 funguj\u00ed na objedn\u00e1v\u00e1n\u00ed term\u00edn\u016f<\/h1>\n\t\t\t\t\t

P\u0159esta\u0148te si pronaj\u00edmat publikum od marketplac\u016f. Budujte zna\u010dku, ke kter\u00e9 se klienti vracej\u00ed: kompletn\u00ed klientsk\u00e1 datab\u00e1ze, cel\u00e1 historie n\u00e1v\u0161t\u011bv a v\u011brnostn\u00ed n\u00e1stroje, kter\u00e9 z jednor\u00e1zov\u00fdch n\u00e1v\u0161t\u011bvn\u00edk\u016f d\u011blaj\u00ed st\u00e1l\u00e9 z\u00e1kazn\u00edky<\/p>\n\t\t

\n \t\t\tKarta klienta<\/span>\n\t\t\t\t\tNav\u0161tivte historii<\/span>\n\t\t\t\t\tKdo se nevr\u00e1til<\/span>\n\t\t\t\t\tP\u0159ipomenut\u00ed<\/span>\n\t\t\t\t\tZ\u00e1loha<\/span>\n\t\t\t\t\tLoajalita<\/span>\n\t\t\n<\/div>\n\t\t\t\n\tVyzkou\u0161ejte 7 dn\u00ed zdarma\n<\/a>\n\t\t\t\t\t

P\u0159enos datab\u00e1ze zdarma s odborn\u00edkem. Platebn\u00ed karta nen\u00ed pot\u0159eba<\/p>\n\t\t\n<\/div>\n

\n \t\t\t\"Desktop\t\t\n<\/div>\n
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14 000<\/p>\n\t\t\t\t\t

firem v 90 zem\u00edch<\/p>\n\t\t\n<\/div>\n

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5 milion\u016f<\/p>\n\t\t\t\t\t

rezervac\u00ed m\u011bs\u00ed\u010dn\u011b<\/p>\n\t\t\n<\/div>\n

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4.8<\/p>\n\t\t\t\t\t

hodnocen\u00ed v App Store<\/p>\n\t\t\n<\/div>\n

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do 3 minut<\/p>\n\t\t\t\t\t

odpov\u011b\u010f podpory<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\trecenze klienta<\/span>\n\t\t
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P\u0159i\u0161li jsme z agreg\u00e1toru slu\u017eeb, kde si placen\u00e1 propagace bere 50 % z prvn\u00ed n\u00e1v\u0161t\u011bvy a Facebook Pixel i analytika jsou vypnut\u00e9, tak\u017ee marketing jede naslepo. Hned prvn\u00ed m\u011bs\u00edc v Altegio p\u0159ibylo online rezervac\u00ed o 20 % a kone\u010dn\u011b vid\u00edm, kter\u00e1 reklama funguje<\/p>\n\t\t

\n \t\t\t\"Maciej\t\t
\n \t\t\tMaciej Czasnowski<\/span>\n\t\t\t\t\tWFM \/ Vitrosani, Wroc\u0142aw (Polsko)<\/span>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
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\n \t\t\t\\<\/span>\n\t\t\t\t\tprobl\u00e9m<\/span>\n\t\t
\n \n<\/div>\n\t\t\t01 \/ 07<\/span>\n\t\t\n<\/div>\n
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Dobr\u00e1 platforma va\u0161e podnik\u00e1n\u00ed rozv\u00edj\u00ed. \u0160patn\u00e1 na n\u011bm roste<\/h2>\n\t\t\t\t\t

Servisn\u00ed marketplace si berou a\u017e 50 % z ka\u017ed\u00e9 prvn\u00ed n\u00e1v\u0161t\u011bvy. Altegio to tak ned\u011bl\u00e1. Ot\u00e1zka zn\u00ed jinak: kam m\u00ed\u0159\u00ed v\u00e1\u0161 marketingov\u00fd rozpo\u010det \u2013 do v\u00fdlohy marketplace, kde se klienti, za kter\u00e9 jste zaplatili, ztrat\u00ed mezi nab\u00eddkami konkurence, nebo do va\u0161\u00ed vlastn\u00ed klientsk\u00e9 datab\u00e1ze v Altegio CRM<\/p>\n\t\t\n<\/div>\n

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Zn\u00e1te to tak\u00e9?<\/h3>\n\t\t
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Term\u00edny se ru\u0161\u00ed, p\u0159esouvaj\u00ed a zakl\u00e1daj\u00ed znovu \u2013 ru\u010dn\u011b se to ned\u00e1 uhl\u00eddat<\/p>\n\t\t\t\t\t

Nen\u00ed jasn\u00e9, kter\u00e1 reklama p\u0159iv\u00e1d\u00ed klienty a vyplat\u00ed se, a kter\u00e1 jen spaluje rozpo\u010det<\/p>\n\t\t\t\t\t

Klientsk\u00e1 datab\u00e1ze \u017eije v z\u00e1pisn\u00edku, v tabulce nebo v telefonu, ne v jednom syst\u00e9mu<\/p>\n\t\t\t\t\t

Klientsk\u00e1 datab\u00e1ze v\u00e1m nepat\u0159\u00ed: kontakty a historie n\u00e1v\u0161t\u011bv nejsou ulo\u017een\u00e9 u v\u00e1s<\/p>\n\t\t\t\t\t

U klient\u016f se nehromad\u00ed historie: kdy p\u0159i\u0161li, co si koupili, co maj\u00ed r\u00e1di, kdy se jim p\u0159ipomenout<\/p>\n\t\t\t\t\t

Ztracen\u00ed klienti miz\u00ed nen\u00e1padn\u011b: nikdo neshrom\u00e1\u017ed\u00ed ty, kte\u0159\u00ed tu nebyli m\u011bs\u00edc dva, aby je p\u0159ivedl zp\u011bt<\/p>\n\t\t\n<\/div>\n\t\t\t

Co kdyby jeden n\u00e1stroj vedl klienty, v\u0161echny term\u00edny i v\u011brnostn\u00ed program, po\u010d\u00edtal mzdy a ukazoval, kter\u00e1 reklama se opravdu vyplat\u00ed?<\/h3>\n\t\t
\n \t\t\t\n\tZa\u010d\u00edt zku\u0161ebn\u00ed obdob\u00ed\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n
\n \t\t\t\"A\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
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\n \t\t\t\\<\/span>\n\t\t\t\t\tkarta klienta<\/span>\n\t\t
\n \n<\/div>\n\t\t\t02 \/ 07<\/span>\n\t\t\n<\/div>\n
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Vid\u00edte, komu d\u00e1v\u00e1te term\u00edn<\/h2>\n\t\t\t\t\t

Otev\u0159ete kartu \u2013 cel\u00e1 historie vztahu na jedn\u00e9 obrazovce, p\u0159\u00edmo z klientsk\u00e9 datab\u00e1ze: ka\u017ed\u00e1 n\u00e1v\u0161t\u011bva, ka\u017ed\u00e1 platba, ka\u017ed\u00e1 pozn\u00e1mka va\u0161eho t\u00fdmu. A vid\u00edte, jestli tento klient n\u011bkdy zru\u0161il term\u00edn hodinu p\u0159ed n\u00e1v\u0161t\u011bvou<\/p>\n\t\t\n<\/div>\n

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N\u00e1v\u0161t\u011bvy, n\u00e1kupy, z\u016fstatky.<\/b> Celkov\u00e1 \u00fatrata, pr\u016fm\u011brn\u00fd \u00fa\u010det, posledn\u00ed n\u00e1v\u0161t\u011bva, dluh nebo z\u00e1loha \u2013 dost na to, abyste se na m\u00edst\u011b rozhodli: potvrdit term\u00edn, nebo nejd\u0159\u00edv po\u017e\u00e1dat o z\u00e1lohu<\/p>\n\t\t\t\t\t

Ne\u00fa\u010dasti z\u016fst\u00e1vaj\u00ed v historii.<\/b> N\u00e1v\u0161t\u011bva uzav\u0159en\u00e1 se statusem \u201eKlient nep\u0159i\u0161el\u201c z\u016fst\u00e1v\u00e1 v historii. Ne\u017e pust\u00edte p\u00e1te\u010dn\u00ed ve\u010der, vid\u00edte ten vzorec \u2013 a po\u017e\u00e1d\u00e1te o z\u00e1lohu<\/p>\n\t\t\t\t\t

Samotn\u00fd profil je ulo\u017een\u00fd v klientsk\u00e9 datab\u00e1zi.<\/b> Pole, soubory, kategorie, segmenty a export najdete na str\u00e1nce \u201eKlientsk\u00e1 datab\u00e1ze\u201c. Tady \u010dtete v\u00fdsledek: koho \u010dekat, koho vr\u00e1tit a koho po\u017e\u00e1dat o z\u00e1lohu<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t\"Smartphone\t\t\n<\/div>\n\n<\/div>\n
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V\u0161echny zpr\u00e1vy v jednom proudu.<\/b> SMS, e-mail, push, WhatsApp a hovory \u2013 ka\u017ed\u00fd m\u00e1 sv\u016fj kan\u00e1l, status a \u010das. Nikdo nemus\u00ed h\u00e1dat, co u\u017e klientovi \u0159ekli<\/p>\n\t\t\t\t\t

WhatsApp na jedno kliknut\u00ed.<\/b> Zelen\u00e9 tla\u010d\u00edtko otev\u0159e chat s t\u00edmto klientem. Va\u0161e vlastn\u00ed \u010d\u00edslo d\u00e1l funguje d\u00edky integraci WhatsApp Coexistence<\/p>\n\t\t\n<\/div>\n\t\t\t

Chcete v\u011bd\u011bt v\u00edce o pr\u00e1ci s klientskou datab\u00e1z\u00ed?<\/p>\n\t\t\t\t\t\n\tV\u00edce o klientsk\u00e9 datab\u00e1zi\n<\/a>\n\t\t\n<\/div>\n

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\n \t\t\t\"Dashboard\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
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\n \t\t\t\\<\/span>\n\t\t\t\t\tn\u00e1vrat klient\u016f<\/span>\n\t\t
\n \n<\/div>\n\t\t\t03 \/ 07<\/span>\n\t\t\n<\/div>\n
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Kte\u0159\u00ed nov\u00ed klienti se u\u017e nevr\u00e1tili?<\/h2>\n\t\t\t\t\t

T\u0159etina firem p\u0159ich\u00e1z\u00ed do Altegio p\u0159esn\u011b kv\u016fli tomuto: aby se klienti vraceli. Udr\u017een\u00ed za\u010d\u00edn\u00e1 t\u00edm, \u017ee v\u00edte, kdo se nevr\u00e1til: datab\u00e1ze se sama d\u011bl\u00ed na nov\u00e9, vracej\u00edc\u00ed se a ztracen\u00e9 a pozv\u00e1nky odch\u00e1zej\u00ed, ani\u017e by si na n\u011b n\u011bkdo musel vzpomenout<\/p>\n\t\t\n<\/div>\n

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\n \t\t\t01<\/span>\n\t\t\t\t\t

Z\u00e1lo\u017eka \u201eZtracen\u00ed\u201c na tu ot\u00e1zku odpov\u00edd\u00e1<\/h3>\n\t\t\t\t\t

Hotov\u00e9 z\u00e1lo\u017eky t\u0159\u00edd\u00ed datab\u00e1zi samy: nov\u00ed, vracej\u00edc\u00ed se, ztracen\u00ed a klienti, kter\u00fdm kon\u010d\u00ed permanentka. Vy ur\u010d\u00edte, po jak dlouh\u00e9 pauze se klient pova\u017euje za ztracen\u00e9ho, tak\u017ee seznam nov\u00fdch klient\u016f, kte\u0159\u00ed se nevr\u00e1tili, m\u00e1te v\u017edy na jedno kliknut\u00ed<\/p>\n\t\t\n<\/article>\n\n<\/div>\n

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\n \t\t\t02<\/span>\n\t\t\t\t\t

N\u00e1vrat, na kter\u00fd nemus\u00edte myslet<\/h3>\n\t\t\t\t\t

Kdy\u017e se klient neobjednal po dobu, kterou nastav\u00edte, a nem\u00e1 \u017e\u00e1dnou bl\u00edzkou n\u00e1v\u0161t\u011bvu, Altegio ho samo pozve zp\u011bt. Stejn\u00fd mechanismus upozorn\u00ed klienty, \u017ee jim brzy skon\u010d\u00ed permanentka nebo sleva, aby stihli vyu\u017e\u00edt to, co u\u017e zaplatili<\/p>\n\t\t\n<\/article>\n\n<\/div>\n

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\n \t\t\t03<\/span>\n\t\t\t\t\t

Narozeniny a recenze po n\u00e1v\u0161t\u011bv\u011b<\/h3>\n\t\t\t\t\t

P\u0159\u00e1n\u00ed k narozenin\u00e1m odejde t\u00fdden dop\u0159edu, podle libosti se slevou nebo bonusem, a \u017e\u00e1dost o recenzi se po n\u00e1v\u0161t\u011bv\u011b ode\u0161le sama. Tyto recenze se pak zobrazuj\u00ed v Online Booking, kdy\u017e si nov\u00fd klient vyb\u00edr\u00e1, ke kter\u00e9mu \u010dlenovi t\u00fdmu se objedn\u00e1<\/p>\n\t\t\n<\/article>\n\n<\/div>\n\n<\/div>\n\t\t\t

listujte d\u00e1l \u2192<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tp\u0159ipom\u00ednky a ozn\u00e1men\u00ed<\/span>\n\t\t
\n \n<\/div>\n\t\t\t04 \/ 07<\/span>\n\t\t\n<\/div>\n
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Ka\u017ed\u00e1 zpr\u00e1va odejde sama \u2013 va\u0161\u00edm jm\u00e9nem<\/h2>\n\t\t\t\t\t

Potvrzen\u00ed, p\u0159ipom\u00ednky, \u017e\u00e1dosti o recenze a p\u0159\u00e1n\u00ed k narozenin\u00e1m odch\u00e1zej\u00ed samy \u2013 va\u0161\u00edm jm\u00e9nem a p\u0159es kan\u00e1ly, kter\u00e9 va\u0161i klienti u\u017e pou\u017e\u00edvaj\u00ed. Text ka\u017ed\u00e9 zpr\u00e1vy, \u010das odesl\u00e1n\u00ed a cenu nastav\u00edte jednou \u2013 na str\u00e1nce ozn\u00e1men\u00ed<\/p>\n\t\t\n<\/div>\n

\n \t\t\t\n\tJak funguj\u00ed ozn\u00e1men\u00ed\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n
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\n \t\t\t\"Messages\t\t\t\t\t

Va\u0161e zna\u010dka<\/p>\n\t\t\n<\/div>\n

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Dobr\u00fd den, Marie! Nezapome\u0148te na svou rezervaci 14. b\u0159ezna.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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\n \t\t\t\"Messages\t\t\t\t\t

Va\u0161e zna\u010dka<\/p>\n\t\t\n<\/div>\n

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Hi Mary! Your appointment on the 14th March at 11:00 is confirmed.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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\n \t\t\t\"Messages\t\t\t\t\t

Va\u0161e zna\u010dka<\/p>\n\t\t\n<\/div>\n

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Hi Mary! How was your visit? Leave a review \u2013 it takes a minute.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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\n \t\t\t\"Messages\t\t\t\t\t

Va\u0161e zna\u010dka<\/p>\n\t\t\n<\/div>\n

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Happy birthday, Mary! A gift is waiting at your next visit.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tdiscipl\u00edna n\u00e1v\u0161t\u011bv<\/span>\n\t\t
\n \n<\/div>\n\t\t\t05 \/ 07<\/span>\n\t\t\n<\/div>\n
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Zru\u0161il hodinu p\u0159edem? P\u0159\u00ed\u0161t\u011b nejd\u0159\u00edv z\u00e1loha<\/h2>\n\t\t\t\t\t

Historie v kart\u011b klienta d\u011bl\u00e1 pravidlo spravedliv\u00fdm: vid\u00edte, kdo ru\u0161\u00ed na posledn\u00ed chv\u00edli znovu a znovu, a z\u00e1lohu \u017e\u00e1d\u00e1te jen po nich. Nov\u00ed klienti, v\u0161ichni, nebo jen ti, kdo maj\u00ed dluh \u2013 rozhodujete vy. A klientovi, kter\u00e9ho u\u017e nechcete vid\u011bt, jedno za\u0161krtnut\u00ed v kart\u011b \u00fapln\u011b zav\u0159e online rezervaci<\/p>\n\t\t\n<\/div>\n

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\n \t\t\t01<\/span>\n\t\t\t\t\t

Z\u00e1loha p\u0159ed potvrzen\u00edm term\u00ednu<\/h3>\n\t\t\t\t\t

\u017d\u00e1dejte \u010d\u00e1st ceny nebo celou \u010d\u00e1stku u term\u00edn\u016f, kter\u00e9 v\u00e1s mrz\u00ed ztratit. Term\u00edn se potvrd\u00ed a\u017e po zaplacen\u00ed, tak\u017ee \u0161pi\u010dkov\u00e9 hodiny, \u017e\u00e1dan\u00e9 \u010dleny t\u00fdmu a va\u0161e nejdra\u017e\u0161\u00ed slu\u017eby u\u017e nejde zablokovat zdarma<\/p>\n\t\t\n<\/article>\n

\n \t\t\t02<\/span>\n\t\t\t\t\t

Lh\u016fta pro zru\u0161en\u00ed, kter\u00e1 plat\u00ed<\/h3>\n\t\t\t\t\t

Rozhodn\u011bte, jak pozd\u011b je\u0161t\u011b m\u016f\u017ee klient s\u00e1m p\u0159esunout nebo zru\u0161it n\u00e1v\u0161t\u011bvu: dvan\u00e1ct hodin, jeden den p\u0159edem \u2013 podle toho, co v\u00e1\u0161 rozvrh snese. Potom u\u017e zm\u011bny jdou p\u0159es recepci, ne p\u0159es rezerva\u010dn\u00ed widget, a term\u00edn se neztrat\u00ed nepozorovan\u011b<\/p>\n\t\t\n<\/article>\n

\n \t\t\t03<\/span>\n\t\t\t\t\t

Poplatek za pozdn\u00ed zru\u0161en\u00ed se strhne s\u00e1m<\/h3>\n\t\t\t\t\t

Kdy\u017e klient zru\u0161\u00ed p\u0159\u00edli\u0161 pozd\u011b, poplatek se strhne ze z\u00e1lohy nebo z ulo\u017een\u00e9 karty \u2013 bez trapn\u00e9ho rozhovoru na recepci. Vyberte, na koho pravidlo plat\u00ed: na v\u0161echny, jen na nov\u00e9, jen na st\u00e1l\u00e9, nebo na ty, kdo maj\u00ed dluh<\/p>\n\t\t\n<\/article>\n\n<\/div>\n

\n \t\t\t\n\tVyzkou\u0161ejte 7 dn\u00ed zdarma\n<\/a>\n\t\t\t\t\t

Zaveden\u00ed s expertem je v cen\u011b. Kartu nepot\u0159ebujete<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tv\u011brnost<\/span>\n\t\t
\n \n<\/div>\n\t\t\t06 \/ 07<\/span>\n\t\t\n<\/div>\n
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V\u011brnost poj\u00ed klienta s va\u0161\u00ed zna\u010dkou, ne s jedn\u00edm specialistou nebo platformou<\/h2>\n\t\t\t\t\t

Slevy, cashback, permanentky, d\u00e1rkov\u00e9 poukazy a program doporu\u010den\u00ed funguj\u00ed na stejn\u00e9 datab\u00e1zi a pod va\u0161\u00edm jm\u00e9nem. V s\u00edti plat\u00ed ve v\u0161ech provozovn\u00e1ch: kartu z\u00edskanou v centru klient utrat\u00ed na s\u00eddli\u0161ti. A kdy\u017e obl\u00edben\u00fd \u010dlen t\u00fdmu odejde, d\u016fvod k n\u00e1vratu z\u016fst\u00e1v\u00e1 u v\u00e1s<\/p>\n\t\t\n<\/div>\n

\n \t\t\t\n\tJak funguje v\u011brnostn\u00ed program\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/section>\n
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Ud\u011blejte ka\u017ed\u00e9ho klienta v\u011brn\u00fdm<\/h2>\n\t\t\t\t\t

Za\u010dn\u011bte s Altegio CRM na vlastn\u00ed datab\u00e1zi: p\u0159enos zdarma s odborn\u00edkem, sedm dn\u00ed pln\u00e9ho p\u0159\u00edstupu, bez karty. A pokud nesedne \u2013 klienty si vyexportujete a odejdete s nimi<\/p>\n\t\t\n<\/div>\n

\n \t\t\t\n\tVyzkou\u0161ejte 7 dn\u00ed zdarma\n<\/a>\n\t\t\t\t\t\n\tZobrazit cen\u00edk\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
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\n \t\t\t\\<\/span>\n\t\t\t\t\t\u010dast\u00e9 ot\u00e1zky<\/span>\n\t\t
\n \n<\/div>\n\t\t\t07 \/ 07<\/span>\n\t\t\n<\/div>\n
\n \t\t\t

Ot\u00e1zky o CRM, kter\u00e9 n\u00e1m kladou firmy ve slu\u017eb\u00e1ch<\/h2>\n\t\t\t\t\t

Tyto ot\u00e1zky p\u0159ich\u00e1zej\u00ed do chatu d\u00e1vno p\u0159edt\u00edm, ne\u017e se n\u011bkdo zept\u00e1 na cenu<\/p>\n\t\t\n<\/div>\n

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Je Altegio prodejn\u00ed CRM s obchodn\u00edmi p\u0159\u00edpady a trycht\u00fd\u0159i?<\/h3>\n\t\t\t\t\t

Ne, a tento rozd\u00edl stoj\u00ed za to \u0159\u00edct na rovinu. Altegio je z\u00e1zem\u00ed podniku, kter\u00fd prod\u00e1v\u00e1 \u010das na objedn\u00e1n\u00ed: klienti, n\u00e1v\u0161t\u011bvy, historie, pen\u00edze, t\u00fdm. Je to CRM pro slu\u017eby, ne prodejn\u00ed trycht\u00fd\u0159: nejsou tu f\u00e1ze obchodu ani dlouh\u00e9 B2B trycht\u00fd\u0159e. Pokud je pot\u0159ebujete, p\u0159ipojte sv\u00e9 prodejn\u00ed CRM p\u0159es na\u0161e REST API a webhooky<\/p>\n\t\t\n<\/article>\n

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\u010c\u00edm se CRM pro slu\u017eby li\u0161\u00ed od b\u011b\u017en\u00e9 CRM?<\/h3>\n\t\t\t\t\t

B\u011b\u017en\u00e1 CRM vede jeden obchod po f\u00e1z\u00edch, dokud n\u011bkdo nepodep\u00ed\u0161e smlouvu. Software pro \u0159\u00edzen\u00ed klient\u016f ve slu\u017eb\u00e1ch funguje jinak: vztah je sled n\u00e1v\u0161t\u011bv. Rezerva\u010dn\u00ed kalend\u00e1\u0159 vytvo\u0159\u00ed profil, karta klienta sb\u00edr\u00e1 historii a v\u00fdsledek se nem\u011b\u0159\u00ed uzav\u0159en\u00fdm obchodem, ale dal\u0161\u00edm term\u00ednem, kter\u00fd si klient objedn\u00e1<\/p>\n\t\t\n<\/article>\n

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Pro jak\u00e9 podniky je Altegio CRM?<\/h3>\n\t\t\t\t\t

Podle velikosti: od s\u00f3lo profesion\u00e1la p\u0159es salon, kliniku, fran\u0161\u00edzu a\u017e po s\u00ed\u0165 s des\u00edtkami provozoven na jedn\u00e9 datab\u00e1zi. Podle oboru: v\u0161em, kdo prod\u00e1vaj\u00ed \u010das na objedn\u00e1n\u00ed \u2013 beauty a barbershopy, spa a wellness, medic\u00edna a stomatologie, estetick\u00e1 medic\u00edna, autoservis, dou\u010dov\u00e1n\u00ed, sport, p\u00e9\u010de o zv\u00ed\u0159ata, soukrom\u00e1 praxe<\/p>\n\t\t\n<\/article>\n

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Jak \u0159\u00edzen\u00ed vztah\u016f s klienty funguje v praxi?<\/h3>\n\t\t\t\t\t

T\u0159i mechanismy, kter\u00e9 ti\u0161e b\u011b\u017e\u00ed uvnit\u0159 jedn\u00e9 CRM. Karta klienta uchov\u00e1v\u00e1 preference, pozn\u00e1mky a celou historii n\u00e1v\u0161t\u011bv. Ozn\u00e1men\u00ed potvrd\u00ed term\u00edn, p\u0159ipomenou ho p\u0159ed n\u00e1v\u0161t\u011bvou a po n\u00ed po\u017e\u00e1daj\u00ed o recenzi. V\u011brnost \u2013 slevy, cashback, permanentky, d\u00e1rkov\u00e9 poukazy \u2013 d\u00e1v\u00e1 d\u016fvod vr\u00e1tit se pr\u00e1v\u011b k v\u00e1m<\/p>\n\t\t\n<\/article>\n

\n \t\t\t

Jak je klientsk\u00e1 datab\u00e1ze chr\u00e1n\u011bn\u00e1 podle m\u00edstn\u00edch z\u00e1kon\u016f?<\/h3>\n\t\t\t\t\t

Data klient\u016f jsou ulo\u017een\u00e1 ve va\u0161em \u00fa\u010dtu na serverech v EU. P\u0159\u00edstup se nastavuje podle rol\u00ed a provozoven, souhlas se sb\u00edr\u00e1 v rezerva\u010dn\u00edm formul\u00e1\u0159i, kter\u00e9hokoli klienta lze vy\u0159adit z rozes\u00edlek a data lze na po\u017e\u00e1d\u00e1n\u00ed exportovat nebo smazat. Pravidla pro rozes\u00edlky se v jednotliv\u00fdch zem\u00edch li\u0161\u00ed, tak\u017ee m\u011bjte sv\u00e9ho pr\u00e1vn\u00edka v obraze<\/p>\n\t\t\n<\/article>\n

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Lze k Altegio CRM p\u0159ipojit AI n\u00e1stroje?<\/h3>\n\t\t\t\t\t

Ano. Hotov\u00ed AI recep\u010dn\u00ed od nez\u00e1visl\u00fdch dodavatel\u016f jsou v sekci \u201eIntegrace\u201c: nep\u0159etr\u017eit\u011b odpov\u00eddaj\u00ed klient\u016fm v messengerech a vytv\u00e1\u0159ej\u00ed, p\u0159esouvaj\u00ed nebo ru\u0161\u00ed term\u00edny p\u0159\u00edmo ve va\u0161em kalend\u00e1\u0159i \u2013 na p\u0159edplatn\u00e9 samotn\u00e9ho dodavatele. Pro v\u0161echno, co si postav\u00edte sami, jsou otev\u0159en\u00e9 REST API a webhooky<\/p>\n\t\t\n<\/article>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n\t\t<\/div>","protected":false},"excerpt":{"rendered":"

Client relationship management CRM for service businesses that run on appointments Stop renting your audience from marketplaces. Build a brand that clients come back to \u2013 with a complete client database, full visit history, and loyalty tools that turn one-time visitors into regulars Client card Visit history Who didn’t come back Reminders Prepayment Loyalty Try 7 days for […]<\/p>\n","protected":false},"author":28,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"class_list":["post-39436","page","type-page","status-publish","hentry"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t