{"id":862,"date":"2018-07-03T09:00:13","date_gmt":"2018-07-03T16:00:13","guid":{"rendered":"https:\/\/www.microsoft.com\/cs-cz\/2018\/07\/03\/proposal-manager-for-financial-services-helps-increase-proposal-win-rates\/"},"modified":"2019-12-05T14:18:51","modified_gmt":"2019-12-05T22:18:51","slug":"proposal-manager-for-financial-services-helps-increase-proposal-win-rates","status":"publish","type":"post","link":"https:\/\/www.microsoft.com\/cs-cz\/microsoft-365\/blog\/2018\/07\/03\/proposal-manager-for-financial-services-helps-increase-proposal-win-rates\/","title":{"rendered":"\u0158e\u0161en\u00ed Proposal Manager pro finan\u010dn\u00ed slu\u017eby pom\u00e1h\u00e1 zvy\u0161ovat \u00fasp\u011b\u0161nost nab\u00eddek"},"content":{"rendered":"<p>V oblasti poskytov\u00e1n\u00ed komer\u010dn\u00edch a firemn\u00edch \u00fav\u011br\u016f se st\u00e1le zost\u0159uje konkurence, kter\u00e1 tak ukrajuje z \u00farokov\u00fdch sazeb pro banky a dal\u0161\u00ed poskytovatele \u00fav\u011bru. \u00dav\u011brov\u00e9 t\u00fdmy bank se mus\u00ed vypo\u0159\u00e1dat se z\u00e1plavou dokument\u016f t\u00fdkaj\u00edc\u00edch se finan\u010dn\u00ed situace klienta, aktiv, kter\u00e1 m\u016f\u017ee pou\u017e\u00edt jako z\u00e1ruku, a potvrzen\u00ed pro \u00fa\u0159ady. Mus\u00ed dodr\u017eovat protokoly, podle kter\u00fdch pe\u010dliv\u011b analyzuj\u00ed rizika spojen\u00e1 s poskytnut\u00fdm \u00fav\u011brem a potenci\u00e1lem v\u00fdnosu u firemn\u00edch p\u016fj\u010dek a kapit\u00e1lov\u00fdch investic. Vzhledem k tomu, \u017ee nab\u00eddka \u00fav\u011bru obsahuje citliv\u00e9 \u00fadaje klienta, je nezbytn\u00e9 dodr\u017eovat p\u0159\u00edsn\u00e1 opat\u0159en\u00ed pro zaji\u0161t\u011bn\u00ed ochrany osobn\u00edch \u00fadaj\u016f, zabezpe\u010den\u00ed a dodr\u017eov\u00e1n\u00ed p\u0159edpis\u016f. Krom\u011b toho se instituce nab\u00edzej\u00edc\u00ed finan\u010dn\u00ed slu\u017eby pot\u00fdkaj\u00ed s nepropojen\u00fdmi syst\u00e9my a n\u00e1kladn\u00fdmi a pomal\u00fdmi ru\u010dn\u00edmi procesy, kter\u00e9 \u010dasto vedou k nejednotn\u00fdm v\u00fdsledk\u016fm, vy\u0161\u0161\u00ed m\u00ed\u0159e chybovosti a vy\u0161\u0161\u00edm n\u00e1klad\u016fm.<\/p>\n<p>Pokud cht\u011bj\u00ed \u00fav\u011brov\u00e9 t\u00fdmy v tomto konkuren\u010dn\u00edm prost\u0159ed\u00ed usp\u011bt, pot\u0159ebuj\u00ed ty spr\u00e1vn\u00e9 n\u00e1stroje pro rychlou a snadnou tvorbu na m\u00edru \u0161it\u00fdch nab\u00eddek. \u0158e\u0161en\u00ed Proposal Manager zalo\u017een\u00e9 na platform\u011b Microsoft 365 je navr\u017een\u00e9 p\u0159\u00edmo pro firemn\u00ed a komer\u010dn\u00ed bankovnictv\u00ed s c\u00edlem:<\/p>\n<ul>\n<li>Zjednodu\u0161it, automatizovat a urychlit proces poskytov\u00e1n\u00ed \u00fav\u011br\u016f<\/li>\n<li>Vytv\u00e1\u0159et v\u011bt\u0161\u00ed mno\u017estv\u00ed efektivn\u00edch nab\u00eddek<\/li>\n<li>Spolupracovat v r\u00e1mci banky s dodr\u017een\u00edm p\u0159\u00edsn\u00e9 d\u016fv\u011brnosti \u00fadaj\u016f<\/li>\n<\/ul>\n<p>\u0158e\u0161en\u00ed vyvinuli \u010dlenov\u00e9 t\u00fdmu a v\u00fdvoj\u00e1\u0159i Microsoft Financial Services v r\u00e1mci \u0161ir\u0161\u00ed snahy o vytv\u00e1\u0159en\u00ed \u0159e\u0161en\u00ed pro konkr\u00e9tn\u00ed vertik\u00e1ln\u00ed trhy. \u017d\u00e1dn\u00fd jin\u00fd poskytovatel cloudov\u00fdch kancel\u00e1\u0159sk\u00fdch n\u00e1stroj\u016f nenab\u00edz\u00ed kompletn\u00ed \u0159e\u0161en\u00ed pro spr\u00e1vu nab\u00eddek p\u0159\u00edmo pro bankovn\u00ed sektor. Nab\u00edzen\u00e9 \u0159e\u0161en\u00ed je od z\u00e1klad\u016f vytvo\u0159en\u00e9 s vyu\u017eit\u00edm kancel\u00e1\u0159sk\u00e9 sady Microsoft 365.<\/p>\n<p>V\u00e1\u0161 firemn\u00ed v\u00fdvoj\u00e1\u0159sk\u00fd t\u00fdm nav\u00edc m\u016f\u017ee \u0159e\u0161en\u00ed pln\u011b p\u0159izp\u016fsobit a adaptovat. \u010clenov\u00e9 \u00fav\u011brov\u00e9ho t\u00fdmu tak budou moct t\u011b\u017eit z n\u00e1sleduj\u00edc\u00edch v\u00fdhod:<\/p>\n<ul>\n<li><strong>Snadn\u00e1 tvorba profesion\u00e1ln\u00edch a \u00fasp\u011b\u0161n\u00fdch nab\u00eddek<\/strong>: M\u016f\u017eete u\u0161et\u0159it \u010das, l\u00e9pe vyu\u017e\u00edt svou kreativitu a vytv\u00e1\u0159et profesion\u00e1ln\u00ed z\u00e1vazn\u00e9 nab\u00eddky \u00fav\u011bru. Zv\u00fd\u0161\u00edte tak m\u00edru \u00fasp\u011b\u0161nosti a zlep\u0161\u00edte spr\u00e1vu \u00fav\u011brov\u00fdch rizik.<\/li>\n<li><strong>Zjednodu\u0161en\u00ed spr\u00e1vy nab\u00eddek<\/strong>: Zjednodu\u0161te proces vytv\u00e1\u0159en\u00ed komer\u010dn\u00edch a firemn\u00edch \u00fav\u011br\u016f pomoc\u00ed integrovan\u00fdch, automatizovan\u00fdch a zabezpe\u010den\u00fdch n\u00e1stroj\u016f pro spr\u00e1vu dokument\u016f a sou\u010dasn\u011b zorganizujte pracovn\u00ed postupy a spolupr\u00e1ci v t\u00fdmu. Mana\u017ee\u0159i bank m\u016f\u017eou usnadnit opakovan\u00e9 vyjedn\u00e1v\u00e1n\u00ed o nab\u00eddk\u00e1ch a z\u00e1rove\u0148 zajistit jednotnost verz\u00ed, pos\u00edlit pozici mana\u017eer\u016f, kte\u0159\u00ed jsou v ter\u00e9nu v p\u0159\u00edm\u00e9m styku s klienty, a urychlit schv\u00e1len\u00ed ze strany \u00fav\u011brov\u00e9ho v\u00fdboru.<\/li>\n<li><strong>Zlep\u0161en\u00ed spolupr\u00e1ce a t\u00fdmov\u00e9 pr\u00e1ce<\/strong>: Reagujte na nab\u00eddky rychle a ve spolupr\u00e1ci s kolegy pomoc\u00ed komunika\u010dn\u00edch kan\u00e1l\u016f a n\u00e1stroj\u016f pro spolupr\u00e1ci nap\u0159\u00ed\u010d celou organizac\u00ed. Dodr\u017eujte napjat\u00e9 term\u00edny a udr\u017eujte nab\u00eddkov\u00fd proces v plynul\u00e9m chodu d\u00edky sd\u00edlen\u00ed a spolupr\u00e1ci v re\u00e1ln\u00e9m \u010dase. Ve\u010fte revize nab\u00eddek a diskuze pomoc\u00ed e-mail\u016f, hlasov\u00fdch slu\u017eeb a videa na podnikov\u00e9 \u00farovni.<\/li>\n<\/ul>\n<p>\u010c\u00edsla nel\u017eou. Podobn\u00e9 \u0159e\u0161en\u00ed by mohlo va\u0161\u00ed firm\u011b v\u00fdznamn\u011b pomoct. Ned\u00e1vn\u00e1 <a href=\"https:\/\/www.capgemini.com\/wp-content\/uploads\/2017\/12\/commercial-banking-top10-trends-2018.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">studie spole\u010dnost Capgemini<\/a> p\u0159i\u0161la se zji\u0161t\u011bn\u00edm, \u017ee administrativn\u00ed pracovn\u00edci komer\u010dn\u00edch bank tr\u00e1v\u00ed asi 80 procent sv\u00e9ho \u010dasu nad opakovan\u00fdmi a manu\u00e1ln\u00edmi \u00fakoly. Stejn\u00e1 studie uv\u00e1d\u00ed, \u017ee automatizace p\u0159inese v\u00edce ne\u017e 25procentn\u00ed \u00fasporu n\u00e1klad\u016f d\u00edky automatizaci opakovan\u00fdch \u00fakol\u016f a \u00fakol\u016f zahrnuj\u00edc\u00edch velk\u00e9 objemy dat. Dok\u00e1\u017eete si p\u0159edstavit, \u010deho by va\u0161i zam\u011bstnanci mohli dos\u00e1hnout, kdyby se jim uvolnil prostor na \u0159e\u0161en\u00ed jin\u00fdch projekt\u016f s potenci\u00e1lem generovat p\u0159\u00edjmy?<\/p>\n<p>\u0158e\u0161en\u00ed Proposal Manager je te\u010f k dispozici pro v\u0161echny z\u00e1kazn\u00edky pl\u00e1nu Microsoft 365 E5. Je integrovan\u00e9 do v\u0161ech st\u00e1vaj\u00edc\u00edch \u00faloh Microsoftu 365, aby v\u00e1m pomohlo vn\u00e9st do va\u0161eho procesu tvorby nab\u00eddek pru\u017enost, spolupr\u00e1ci, zabezpe\u010den\u00ed a zam\u011b\u0159en\u00ed na klienta bez nutnosti vyt\u00ed\u017eit IT odd\u011blen\u00ed p\u0159i jeho nasazov\u00e1n\u00ed<em>.<\/em><\/p>\n<p>Mana\u017ee\u0159i prodeje a dal\u0161\u00ed vedouc\u00ed pracovn\u00edci si m\u016f\u017eou <a href=\"http:\/\/enterprise.blob.core.windows.net\/whitepapers\/Proposal%20Manager%20for%20Commercial%20Banking%20Brochure.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">st\u00e1hnout<\/a> bro\u017euru s popisem \u0159e\u0161en\u00ed Proposal Manager a ve spolupr\u00e1ci s odd\u011blen\u00edm pro IT podporu a v\u00fdvoj l\u00e9pe pochopit, jak by jim toto \u0159e\u0161en\u00ed mohlo pomoct. IT v\u00fdvoj\u00e1\u0159i m\u016f\u017eou za\u010d\u00edt u\u017e dnes n\u00e1v\u0161t\u011bvou <a href=\"https:\/\/github.com\/OfficeDev\/ProposalManager\/\" target=\"_blank\" rel=\"noopener noreferrer\">GitHubu<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>V oblasti poskytov\u00e1n\u00ed komer\u010dn\u00edch a firemn\u00edch \u00fav\u011br\u016f se st\u00e1le zost\u0159uje konkurence, kter\u00e1 tak ukrajuje z \u00farokov\u00fdch sazeb pro banky a dal\u0161\u00ed poskytovatele \u00fav\u011bru. \u00dav\u011brov\u00e9 t\u00fdmy bank se mus\u00ed vypo\u0159\u00e1dat se z\u00e1plavou dokument\u016f t\u00fdkaj\u00edc\u00edch se finan\u010dn\u00ed situace klienta, aktiv, kter\u00e1 m\u016f\u017ee pou\u017e\u00edt jako z\u00e1ruku, a potvrzen\u00ed pro \u00fa\u0159ady. Mus\u00ed dodr\u017eovat protokoly, podle kter\u00fdch pe\u010dliv\u011b analyzuj\u00ed rizika<\/p>\n","protected":false},"author":0,"featured_media":863,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ep_exclude_from_search":false,"_classifai_error":"","footnotes":""},"content-type":[],"product":[151],"audience":[],"tags":[],"coauthors":[],"class_list":["post-862","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","product-microsoft-365"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u0158e\u0161en\u00ed Proposal Manager pro finan\u010dn\u00ed slu\u017eby pom\u00e1h\u00e1 zvy\u0161ovat \u00fasp\u011b\u0161nost nab\u00eddek<\/title>\n<meta name=\"description\" content=\"The Proposal Manager solution streamlines, automates, and speeds up the lending process by creating more effective\u2014and 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