{"id":6031,"date":"2026-07-12T10:01:11","date_gmt":"2026-07-12T08:01:11","guid":{"rendered":"https:\/\/branike.com\/prirucka\/ako-pouzivat-crm\/"},"modified":"2026-07-31T19:34:24","modified_gmt":"2026-07-31T17:34:24","slug":"ako-pouzivat-crm","status":"publish","type":"kb_article","link":"https:\/\/branike.com\/prirucka\/ako-pouzivat-crm\/","title":{"rendered":"Ako pou\u017e\u00edva\u0165 CRM \u2014 kontakty a \u0161t\u00edtky"},"content":{"rendered":"\n<p class=\"wp-block-branike-text\">Tento \u010dl\u00e1nok je prehliadka CRM po jednotliv\u00fdch obrazovk\u00e1ch \u2014 od prv\u00e9ho otvorenia po poriadok, ktor\u00fd v\u00e1m o rok u\u0161etr\u00ed hodiny. \u0164a\u017eiskom je pr\u00e1ca s kontaktmi a ich triedenie, preto\u017ee v\u0161etko ostatn\u00e9 z toho vych\u00e1dza: komu po\u0161lete kampa\u0148, koho oslov\u00ed automatiz\u00e1cia aj \u010do uvid\u00edte v \u0161tatistik\u00e1ch.<\/p>\n\n\n<h2 class=\"wp-block-branike-heading\">Kde CRM n\u00e1jdete<\/h2>\n\n\n<p class=\"wp-block-branike-text\">Po aktiv\u00e1cii pribudne v \u013eavom menu polo\u017eka <strong>Branike CRM<\/strong>. Je rozdelen\u00e1 na p\u00e4\u0165 \u010dast\u00ed a ka\u017ed\u00e1 m\u00e1 vlastn\u00e9 z\u00e1lo\u017eky:<\/p>\n\n\n<ul class=\"wp-block-list\">\n\n<li><strong>Kontakty<\/strong> \u2014 kontakty, zoznamy, \u0161t\u00edtky, segmenty, firmy, import a k\u00f4\u0161.<\/li>\n\n\n<li><strong>Kampane<\/strong> \u2014 kampane, sekvencie, automatiz\u00e1cie a arch\u00edv.<\/li>\n\n\n<li><strong>Rast<\/strong> \u2014 lead magnety, smart linky a vlastn\u00e9 polia.<\/li>\n\n\n<li><strong>Analytika<\/strong> \u2014 \u0161tatistiky a zoznam zak\u00e1zan\u00fdch adries.<\/li>\n\n\n<li><strong>Nastavenia<\/strong> \u2014 nastavenia, GDPR, pripomienky a n\u00e1vod priamo v plugine.<\/li>\n\n<\/ul>\n\n\n<p class=\"wp-block-branike-text\">Na \u00favodnej obrazovke je preh\u013ead \u2014 po\u010dty kontaktov, posledn\u00e1 aktivita a to, \u010do pr\u00e1ve be\u017e\u00ed. Sem sa vracajte, ke\u010f chcete r\u00fdchlo vedie\u0165, \u010di sa nie\u010do deje.<\/p>\n\n\n<h2 class=\"wp-block-branike-heading\">Prv\u00e9 otvorenie<\/h2>\n\n\n<p class=\"wp-block-branike-text\">Pri in\u0161tal\u00e1cii sa vytvor\u00ed <strong>nieko\u013eko uk\u00e1\u017ekov\u00fdch z\u00e1znamov<\/strong>, aby ste neza\u010d\u00ednali na pr\u00e1zdnej obrazovke a videli, ako veci vyzeraj\u00fa v praxi. Pokojne ich nesk\u00f4r zma\u017ete \u2014 s\u00fa na to, aby ste si osahali ovl\u00e1danie.<\/p>\n\n\n<p class=\"wp-block-branike-text\">V Nastaveniach je aj <strong>n\u00e1vod<\/strong> nap\u00edsan\u00fd k tej verzii, ktor\u00fa m\u00e1te nain\u0161talovan\u00fa. Je kr\u00e1tky a oplat\u00ed sa n\u00edm za\u010da\u0165.<\/p>\n\n\n<h2 class=\"wp-block-branike-heading\">Zoznam kontaktov<\/h2>\n\n\n<p class=\"wp-block-branike-text\">Hlavn\u00e1 obrazovka je tabu\u013eka kontaktov. Pri ka\u017edom riadku vid\u00edte e-mail, meno, \u0161t\u00edtky, sk\u00f3re a stav. Nad tabu\u013ekou je vyh\u013ead\u00e1vanie a filtre, v\u010faka ktor\u00fdm sa dostanete k podmno\u017eine bez toho, aby ste museli stava\u0165 segment.<\/p>\n\n\n<p class=\"wp-block-branike-text\">Riadky sa daj\u00fa <strong>ozna\u010di\u0165 a spracova\u0165 hromadne<\/strong> \u2014 prida\u0165 \u0161t\u00edtok, zaradi\u0165 do zoznamu, archivova\u0165, zmaza\u0165. Pri stovk\u00e1ch kontaktov je to jedin\u00fd rozumn\u00fd sp\u00f4sob pr\u00e1ce; klika\u0165 po jednom nem\u00e1 zmysel.<\/p>\n\n\n<h2 class=\"wp-block-branike-heading\">Ako sa kontakt dostane dovn\u00fatra<\/h2>\n\n\n<p class=\"wp-block-branike-text\">S\u00fa \u0161tyri cesty a v praxi vyu\u017eijete v\u0161etky:<\/p>\n\n\n<ul class=\"wp-block-list\">\n\n<li><strong>S\u00e1m od seba<\/strong> \u2014 objedn\u00e1vka, rezerv\u00e1cia, prihl\u00e1\u0161ka na podujatie, z\u00e1pis do kurzu, odoslan\u00fd formul\u00e1r alebo prihl\u00e1senie na odber. Nemus\u00edte robi\u0165 ni\u010d.<\/li>\n\n\n<li><strong>Ru\u010dne<\/strong> \u2014 tla\u010didlom nad tabu\u013ekou. Vypln\u00edte e-mail, meno a \u010doko\u013evek \u010fal\u0161ie, \u010do o \u010dloveku viete.<\/li>\n\n\n<li><strong>Importom z tabu\u013eky<\/strong> \u2014 priprav\u00edte s\u00fabor so st\u013apcami e-mail, meno, \u0161t\u00edtky a zoznamy. Pri importe rovno ur\u010d\u00edte, do ktor\u00e9ho zoznamu a s ak\u00fdmi \u0161t\u00edtkami sa kontakty pridaj\u00fa.<\/li>\n\n\n<li><strong>Z pou\u017e\u00edvate\u013eov webu<\/strong> \u2014 ak m\u00e1te registrovan\u00fdch pou\u017e\u00edvate\u013eov, na\u010d\u00edtaj\u00fa sa naraz. Syst\u00e9m sa pozer\u00e1 na e-mail, tak\u017ee \u013eud\u00ed, ktor\u00fdch u\u017e v CRM m\u00e1te, nezalo\u017e\u00ed druh\u00fdkr\u00e1t.<\/li>\n\n<\/ul>\n\n\n<h2 class=\"wp-block-branike-heading\">Karta kontaktu<\/h2>\n\n\n<p class=\"wp-block-branike-text\">Kliknut\u00edm na kontakt sa otvor\u00ed jeho karta. Toto je miesto, kde sa z tabu\u013eky stane pr\u00edbeh:<\/p>\n\n\n<ul class=\"wp-block-list\">\n\n<li><strong>\u010casov\u00e1 os<\/strong> \u2014 \u010do sa s n\u00edm dialo, od najnov\u0161ieho. Objedn\u00e1vky, rezerv\u00e1cie, otvoren\u00e9 e-maily, kliknutia, zmeny sk\u00f3re.<\/li>\n\n\n<li><strong>Pozn\u00e1mky<\/strong> \u2014 va\u0161e vlastn\u00e9 z\u00e1pisky. Sem patr\u00ed to, \u010do by inak skon\u010dilo na papieriku.<\/li>\n\n\n<li><strong>\u00dadaje a vlastn\u00e9 polia<\/strong> \u2014 v\u0161etko, \u010do o kontakte evidujete.<\/li>\n\n\n<li><strong>Firma<\/strong> \u2014 ak pred\u00e1vate firm\u00e1m, kontakt sa prirad\u00ed pod firmu a vid\u00edte \u013eud\u00ed z nej pokope.<\/li>\n\n\n<li><strong>Klientska zlo\u017eka<\/strong> \u2014 citliv\u00e9 z\u00e1znamy ulo\u017een\u00e9 \u0161ifrovane.<\/li>\n\n\n<li><strong>Pripomienky<\/strong> \u2014 \u00faloha s d\u00e1tumom, na ktor\u00fa v\u00e1s web s\u00e1m upozorn\u00ed.<\/li>\n\n\n<li><strong>Sk\u00f3re a hodnota<\/strong> \u2014 ako je \u010dlovek zohriaty a ko\u013eko u v\u00e1s minul.<\/li>\n\n<\/ul>\n\n\n<h2 class=\"wp-block-branike-heading\">Zoznamy<\/h2>\n\n\n<p class=\"wp-block-branike-text\">Zoznam je <strong>odberate\u013esk\u00e1 skupina<\/strong>. Do zoznamu sa \u010dlovek prihlasuje a z neho sa odhlasuje \u2014 je to teda vz\u0165ah, ktor\u00fd m\u00e1 pr\u00e1vny rozmer. Preto zoznamy pou\u017e\u00edvajte na to, na \u010do naozaj sl\u00fa\u017eia: newsletter, oznamy pre klientov, upozornenia na nov\u00e9 term\u00edny.<\/p>\n\n\n<p class=\"wp-block-branike-text\">V\u00e4\u010d\u0161ine podnikan\u00ed sta\u010dia dva a\u017e tri zoznamy. Ak ich m\u00e1te p\u00e4tn\u00e1s\u0165, s najv\u00e4\u010d\u0161ou pravdepodobnos\u0165ou ste chceli \u0161t\u00edtky.<\/p>\n\n\n<h2 class=\"wp-block-branike-heading\">\u0160t\u00edtky<\/h2>\n\n\n<p class=\"wp-block-branike-text\">\u0160t\u00edtok je n\u00e1lepka. Pride\u013euje ju bu\u010f vy ru\u010dne, alebo automatiz\u00e1cia \u2014 napr\u00edklad ka\u017ed\u00fd, kto stiahne cenn\u00edk, dostane \u0161t\u00edtok \u201ez\u00e1ujem o cenn\u00edk&#8220;. Kontakt ich m\u00f4\u017ee ma\u0165 ko\u013eko chce.<\/p>\n\n\n<p class=\"wp-block-branike-text\">Poriadok v \u0161t\u00edtkoch rozhoduje o tom, \u010di v\u00e1m CRM o rok bude e\u0161te na nie\u010do. Osved\u010den\u00e1 konvencia je <strong>predpona pod\u013ea v\u00fdznamu<\/strong>:<\/p>\n\n\n<ul class=\"wp-block-list\">\n\n<li><strong>zdroj-<\/strong> odkia\u013e \u010dlovek pri\u0161iel: <em>zdroj-webinar<\/em>, <em>zdroj-veltrh<\/em>, <em>zdroj-odporucanie<\/em>.<\/li>\n\n\n<li><strong>zaujem-<\/strong> o \u010do prejavil z\u00e1ujem: <em>zaujem-kurz<\/em>, <em>zaujem-velkoobchod<\/em>.<\/li>\n\n\n<li><strong>stav-<\/strong> v akej f\u00e1ze je: <em>stav-ponuka-odoslana<\/em>, <em>stav-klient<\/em>.<\/li>\n\n\n<li><strong>pozor-<\/strong> \u010do treba vedie\u0165: <em>pozor-reklamacia<\/em>, <em>pozor-neplatic<\/em>.<\/li>\n\n<\/ul>\n\n\n<p class=\"wp-block-branike-text\">V\u010faka predpon\u00e1m sa \u0161t\u00edtky v zozname zoskupia a h\u013ead\u00e1 sa v nich p\u00edsan\u00edm. Bez konvencie vznikne za pol roka p\u00e4\u0165desiat n\u00e1lepiek, z ktor\u00fdch tri znamenaj\u00fa to ist\u00e9.<\/p>\n\n\n<h2 class=\"wp-block-branike-heading\">Segmenty<\/h2>\n\n\n<p class=\"wp-block-branike-text\">Segment nespravujete \u2014 <strong>polo\u017e\u00edte ot\u00e1zku a CRM na \u0148u neust\u00e1le odpoved\u00e1<\/strong>. Kto podmienku sp\u013a\u0148a, je v segmente; kto ju prestane sp\u013a\u0148a\u0165, vypadne. Toto je n\u00e1stroj, ktor\u00fd rob\u00ed z evidencie pr\u00e1cu.<\/p>\n\n\n<p class=\"wp-block-branike-text\">Podmienky sa daj\u00fa kombinova\u0165 a patria medzi ne aj tie o spr\u00e1van\u00ed: kto otvoril, kto klikol, kto klikol na konkr\u00e9tny sledovan\u00fd odkaz a kto naopak neklikol za posledn\u00fdch X dn\u00ed. Pr\u00edklady, ktor\u00e9 funguj\u00fa v praxi:<\/p>\n\n\n<ul class=\"wp-block-list\">\n\n<li><strong>Nak\u00fapil, ale ml\u010d\u00ed<\/strong> \u2014 aspo\u0148 jedna objedn\u00e1vka a \u017eiadne otvorenie za dev\u00e4\u0165desiat dn\u00ed. Toto je najlacnej\u0161ia skupina na oslovenie, ak\u00fa m\u00e1te.<\/li>\n\n\n<li><strong>Hor\u00faci z\u00e1ujemca<\/strong> \u2014 klikol na cenn\u00edk za posledn\u00fdch \u0161trn\u00e1s\u0165 dn\u00ed a e\u0161te nenak\u00fapil.<\/li>\n\n\n<li><strong>Spiaci odberate\u013e<\/strong> \u2014 v zozname viac ne\u017e pol roka a ni\u010d neotvoril. Kandid\u00e1t na upratanie.<\/li>\n\n\n<li><strong>Najlep\u0161\u00ed z\u00e1kazn\u00edci<\/strong> \u2014 hodnota nad ur\u010ditou sumou. Z\u00e1klad pre vernostn\u00fa ponuku alebo pre ve\u013ekoobchodn\u00fa cenu.<\/li>\n\n<\/ul>\n\n\n<p class=\"wp-block-branike-text\">Segment sa d\u00e1 pou\u017ei\u0165 ako cie\u013eov\u00e1 skupina kampane, ako podmienka v scen\u00e1ri aj len na to, aby ste sa raz za \u010das pozreli, ako ve\u013ek\u00e1 t\u00e1 skupina je.<\/p>\n\n\n<h2 class=\"wp-block-branike-heading\">Firmy, vlastn\u00e9 polia a duplicity<\/h2>\n\n\n<ul class=\"wp-block-list\">\n\n<li><strong>Firmy<\/strong> \u2014 pri predaji firm\u00e1m je kontaktom viac \u013eud\u00ed z jedn\u00e9ho miesta. Firma ich dr\u017e\u00ed pokope, tak\u017ee vid\u00edte cel\u00fd vz\u0165ah, nie len jednu osobu.<\/li>\n\n\n<li><strong>Vlastn\u00e9 polia<\/strong> \u2014 pridajte si, \u010do potrebuje pr\u00e1ve va\u0161e podnikanie: ve\u013ekos\u0165 top\u00e1nky, plemeno psa, \u010d\u00edslo zmluvy, d\u00e1tum poslednej rev\u00edzie. Polia s\u00fa potom pou\u017eite\u013en\u00e9 v segmentoch aj v e-mailoch.<\/li>\n\n\n<li><strong>Zl\u00fa\u010denie duplic\u00edt<\/strong> \u2014 ke\u010f ten ist\u00fd \u010dlovek vznikne dvakr\u00e1t (raz z objedn\u00e1vky, raz z formul\u00e1ra s inou adresou), z\u00e1znamy sa daj\u00fa spoji\u0165 do jedn\u00e9ho bez straty hist\u00f3rie.<\/li>\n\n<\/ul>\n\n\n<h2 class=\"wp-block-branike-heading\">Arch\u00edv, k\u00f4\u0161 a mazanie<\/h2>\n\n\n<p class=\"wp-block-branike-text\">S\u00fa to tri r\u00f4zne veci a stoj\u00ed za to ich nemie\u0161a\u0165:<\/p>\n\n\n<ul class=\"wp-block-list\">\n\n<li><strong>Arch\u00edv<\/strong> \u2014 kontakt odlo\u017e\u00edte. Nechodia mu spr\u00e1vy, ale hist\u00f3ria ost\u00e1va. Pre b\u00fdval\u00fdch klientov, ktor\u00fdch nechcete strati\u0165.<\/li>\n\n\n<li><strong>K\u00f4\u0161<\/strong> \u2014 zmazan\u00fd kontakt sa d\u00e1 vr\u00e1ti\u0165. Omyl teda nie je koniec sveta.<\/li>\n\n\n<li><strong>Zoznam zak\u00e1zan\u00fdch adries<\/strong> \u2014 komu sa nesmie p\u00edsa\u0165 nikdy, bez oh\u013eadu na to, ako sa znovu dostane do syst\u00e9mu. Sem patria s\u0165a\u017enosti a v\u00fdslovn\u00e9 odmietnutia.<\/li>\n\n<\/ul>\n\n\n<p class=\"wp-block-branike-text\">Na \u017eiados\u0165 o v\u00fdmaz pod\u013ea GDPR je samostatn\u00e1 obrazovka \u2014 vyma\u017ee aj stopy v podporn\u00fdch tabu\u013ek\u00e1ch, nielen riadok v kontaktoch.<\/p>\n\n\n<h2 class=\"wp-block-branike-heading\">Pripomienky<\/h2>\n\n\n<p class=\"wp-block-branike-text\">Pripomienka je \u00faloha naviazan\u00e1 na kontakt: \u201eozva\u0165 sa o t\u00fd\u017ede\u0148&#8220;, \u201eposla\u0165 ponuku do piatka&#8220;. Web ju str\u00e1\u017ei s\u00e1m a upozorn\u00ed v\u00e1s. V\u0161etky otvoren\u00e9 pripomienky s\u00fa aj na jednej spolo\u010dnej obrazovke, tak\u017ee r\u00e1no viete, \u010do v\u00e1s \u010dak\u00e1 \u2014 bez toho, aby ste ich h\u013eadali po kart\u00e1ch.<\/p>\n\n\n<h2 class=\"wp-block-branike-heading\">Na \u010do si da\u0165 pozor<\/h2>\n\n\n<ul class=\"wp-block-list\">\n\n<li><strong>Ujasnite si zoznam verzus \u0161t\u00edtok verzus segment hne\u010f na za\u010diatku.<\/strong> Prer\u00e1banie po roku znamen\u00e1 prejs\u0165 tis\u00edc kontaktov.<\/li>\n\n\n<li><strong>Konvenciu n\u00e1zvov \u0161t\u00edtkov si nap\u00ed\u0161te a dr\u017ete sa jej.<\/strong> Aj ke\u010f ste v CRM sami.<\/li>\n\n\n<li><strong>Neimportujte k\u00fapen\u00e9 datab\u00e1zy.<\/strong> Pokaz\u00ed to doru\u010dite\u013enos\u0165 v\u0161etk\u00fdch va\u0161ich e-mailov, nielen tej jednej kampane.<\/li>\n\n\n<li><strong>Pri importe skontrolujte prv\u00fd riadok.<\/strong> Hlavi\u010dka st\u013apcov, ktor\u00e1 sa importuje ako kontakt, je klasika.<\/li>\n\n\n<li><strong>Duplicity rie\u0161te hne\u010f.<\/strong> Dva z\u00e1znamy tej istej osoby znamenaj\u00fa dva e-maily a rozdelen\u00fa hist\u00f3riu.<\/li>\n\n\n<li><strong>Vlastn\u00e9 polia si premyslite.<\/strong> Pole sa \u013eahko prid\u00e1 a \u0165a\u017eko odstra\u0148uje, ke\u010f je u\u017e v segmentoch a \u0161abl\u00f3nach.<\/li>\n\n\n<li><strong>K\u013e\u00fa\u010d ku klientskej zlo\u017eke z\u00e1lohujte mimo webu.<\/strong> Bez neho sa \u0161ifrovan\u00e9 z\u00e1znamy neotvoria \u2014 ani n\u00e1m.<\/li>\n\n<\/ul>\n\n\n<h2 class=\"wp-block-branike-heading\">\u010ealej<\/h2>\n\n\n<ul class=\"wp-block-list\">\n\n<li><a href=\"https:\/\/branike.com\/prirucka\/crm-prehlad\/\">\u010co je Branike CRM?<\/a><\/li>\n\n\n<li><a href=\"https:\/\/branike.com\/prirucka\/lead-magnet\/\">Lead magnet \u2014 z\u00edskajte e-maily<\/a><\/li>\n\n\n<li><a href=\"https:\/\/branike.com\/prirucka\/formulare-crm\/\">Formul\u00e1re a CRM<\/a><\/li>\n\n\n<li><a href=\"https:\/\/branike.com\/prirucka\/sprievodca-crm\/\">Kompletn\u00fd sprievodca: Branike CRM<\/a><\/li>\n\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Pridajte a segmentujte kontakty, prira\u010fte \u0161t\u00edtky a spustite e-mailov\u00fa sekvenciu.<\/p>\n","protected":false},"author":1,"featured_media":0,"template":"","meta":{"_bkb_access":"public","_bkb_min_tier":"basic","_bkb_teaser":"","_bkb_featured":false,"_bt_container":"","_bt_sidebar":"","_bt_show_title":"","footnotes":"","_bseo_title":"","_bseo_description":"CRM je jednoduch\u00e9 \u2014 kontakty prib\u00fadaj\u00fa sam\u00e9, vy s nimi len pracujete. Postup Otvorte Branike CRM \u2192 Kontakty. Kontakt n\u00e1jdete cez vyh\u013ead\u00e1vanie; vid\u00edte jeho objed","_bseo_noindex":"","_bseo_nofollow":"","_bseo_canonical":"","_bseo_og_title":"","_bseo_og_description":"","_bseo_og_image_id":0,"_bseo_og_image_url":"","_bseo_focus_keyword":""},"kb_category":[37],"kb_tag":[],"class_list":["post-6031","kb_article","type-kb_article","status-publish","hentry","kb_category-crm"],"_links":{"self":[{"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_article\/6031","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_article"}],"about":[{"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/types\/kb_article"}],"author":[{"embeddable":true,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/users\/1"}],"version-history":[{"count":1,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_article\/6031\/revisions"}],"predecessor-version":[{"id":6679,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_article\/6031\/revisions\/6679"}],"wp:attachment":[{"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/media?parent=6031"}],"wp:term":[{"taxonomy":"kb_category","embeddable":true,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_category?post=6031"},{"taxonomy":"kb_tag","embeddable":true,"href":"https:\/\/branike.com\/wp-json\/wp\/v2\/kb_tag?post=6031"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}