{"id":987528820,"date":"2026-09-27T15:54:02","date_gmt":"2026-09-27T15:54:02","guid":{"rendered":"https:\/\/www.teamogy.com\/onboarding-crm\/"},"modified":"2026-10-04T16:14:21","modified_gmt":"2026-10-04T16:14:21","slug":"crm-onboarding","status":"publish","type":"page","link":"https:\/\/www.teamogy.com\/cs\/crm-onboarding\/","title":{"rendered":"Onboarding CRM"},"content":{"rendered":"

[et_pb_section fb_built=“1″ module_class=“ogy-submenu“ _builder_version=“4.27.9″ _module_preset=“default“ background_color=“#414042″ height=“40px“ custom_margin=“0px||0px||false|false“ custom_padding=“0px||0px||false|false“ global_module=“987527388″ locked=“off“ collapsed=“off“ global_colors_info=“{}“][et_pb_row _builder_version=“4.27.9″ _module_preset=“default“ width=“100%“ max_width=“2560px“ custom_margin=“0px||0px||true|false“ custom_padding=“10px|30px|10px||false|false“ global_colors_info=“{}“][et_pb_column type=“4_4″ _builder_version=“4.27.9″ _module_preset=“default“ global_colors_info=“{}“][et_pb_menu menu_id=“375″ active_link_color=“#F26522″ module_class=“no-hamburger“ _builder_version=“4.27.9″ _module_preset=“default“ menu_font=“||||||||“ menu_text_color=“#FFFFFF“ menu_font_size=“17px“ background_color=“RGBA(255,255,255,0)“ text_orientation=“right“ custom_padding=“2px||||false|false“ global_colors_info=“{}“][\/et_pb_menu][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=“1″ custom_padding_last_edited=“on|phone“ _builder_version=“4.27.9″ _module_preset=“default“ background_color=“#18181d“ use_background_color_gradient=“on“ background_color_gradient_direction=“90deg“ background_color_gradient_stops=“rgba(24,24,29,0.92) 30%|rgba(255,255,255,0) 94%“ background_color_gradient_overlays_image=“on“ background_image=“https:\/\/www.teamogy.com\/wp-content\/uploads\/onboardig_header_v1.webp“ module_alignment=“center“ height=“600px“ height_tablet=“600px“ height_phone=“300px“ height_last_edited=“on|phone“ custom_padding=“||||false|true“ custom_padding_tablet=“40px|20px|0px|30px|false|false“ custom_padding_phone=“0px|20px|0px|20px|false|false“ hover_enabled=“0″ background_last_edited=“on|phone“ use_background_color_gradient_tablet=“on“ background_color_gradient_direction_tablet=“90deg“ background_color_gradient_stops_tablet=“rgba(24,24,29,0.87) 48%|rgba(255,255,255,0) 100%“ background_image_tablet=“https:\/\/www.teamogy.com\/wp-content\/uploads\/onboardig_header_v1.webp“ background_enable_image_tablet=“on“ custom_css_main_element=“display: flex;||align-items: center;||“ custom_css_free_form=“@media only screen and (max-width: 767px) {|| .et_pb_section_10000.et_pb_section, .et_pb_section_0.et_pb_section {|| || padding-right: 30px !important;|| padding-left: 30px !important;|| }||}||||@media only screen and (max-width: 980px) {|| .et_pb_section_0.et_pb_section {|| padding-right: 30px !important;|| padding-left: 30px !important;|| }||}“ locked=“off“ global_colors_info=“{}“ sticky_enabled=“0″][et_pb_row _builder_version=“4.27.9″ _module_preset=“default“ width=“90%“ max_width=“1440px“ hover_enabled=“0″ global_colors_info=“{}“ sticky_enabled=“0″][et_pb_column type=“4_4″ _builder_version=“4.27.9″ _module_preset=“default“ link_option_url=“Jak za\u010d\u00edt? Self-onboarding zdarma nebo placen\u00fd asistovan\u00fd onboarding. “ global_colors_info=“{}“][et_pb_text _builder_version=“4.27.9″ _module_preset=“default“ header_text_color=“#FFFFFF“ global_colors_info=“{}“]<\/p>\n

Jak za\u010d\u00edt? <\/strong><\/span><\/h1>\n

Samostatn\u00fd onboarding<\/strong> nebo placen\u00fd asistovan\u00fd onboarding<\/strong>.<\/h1>\n

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Self-onboarding zdarma<\/span><\/strong> nebo placen\u00fd asistovan\u00fd onboarding.<\/strong><\/h1>\n

[\/et_pb_text][et_pb_text _builder_version=“4.27.9″ _module_preset=“default“ text_font_size=“18px“ text_orientation=“center“ custom_margin_tablet=““ custom_margin_phone=““ custom_margin_last_edited=“on|tablet“ custom_padding=“||||false|false“ global_colors_info=“{}“]<\/p>\n

M\u016f\u017eete se rozhodnout, zda jednotliv\u00fdmi f\u00e1zemi nasazen\u00ed Teamogy CRM projdete neplacen\u011b sami a nebo zainvestujete do spole\u010dn\u00e9ho onboardingu. <\/strong><\/p>\n

\u00dasp\u011b\u0161n\u00e9 zaveden\u00ed CRM syst\u00e9mu za\u010d\u00edn\u00e1 promy\u0161len\u00fdm spole\u010dn\u00fdm onboardingem nebo self-onboardingem.<\/strong><\/p>\n

V\u011bnovali jsme proto p\u0159\u00edprav\u011b maxim\u00e1ln\u00ed p\u00e9\u010di. A\u0165 u\u017e se jedn\u00e1 o promy\u0161len\u00e9 kroky a podporu va\u0161eho self-onboardingu nebo n\u00e1\u0161 spole\u010dn\u00fd onboarding. V\u00edme, \u017ee ji\u017e prvn\u00ed t\u00fddny pr\u00e1ce s Teamogy CRM mohou p\u0159in\u00e9st skv\u011bl\u00e9 v\u00fdsledky, pokud je syst\u00e9m spr\u00e1vn\u011b nastaven a vy\u0161kolen. <\/p>\n

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4 f\u00e1ze<\/strong> \u00fasp\u011b\u0161n\u00e9ho onboardingu<\/strong><\/span><\/span><\/h1>\n

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N\u00e1\u0161 onboarding nen\u00ed jen technick\u00e1 implementace. Je to \u0159\u00edzen\u00fd proces, kter\u00fdm ji\u017e pro\u0161ly stovky na\u0161ich dnes spokojen\u00fdch klient\u016f. <\/p>\n

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V\u00edce ne\u017e jen<\/span><\/strong> sezn\u00e1men\u00ed s obchodn\u00edmi aktivitami firmy<\/strong><\/h1>\n

[\/et_pb_text][et_pb_toggle title=“V r\u00e1mci anal\u00fdzy detailn\u011b pozn\u00e1me, jak va\u0161e firma obchodn\u011b funguje a vy z\u00e1rove\u0148 z\u00edsk\u00e1te p\u0159ehled o mo\u017enostech Teamogy CRM. Sd\u00edl\u00edme zku\u0161enosti z jin\u00fdch \u00fasp\u011b\u0161n\u011b realizovan\u00fdch onboarding\u016f a spole\u010dn\u011b hled\u00e1me, jak m\u00e1 b\u00fdt syst\u00e9m nastaven, aby d\u00e1val smysl va\u0161emu obchodn\u00edmu t\u00fdmu a t\u011bm, kte\u0159\u00ed s n\u00edm spolupracuj\u00ed nebo jeho pr\u00e1ci vyhodnocuj\u00ed. “ open_toggle_text_color=“#cac7c6″ open_toggle_background_color=“RGBA(255,255,255,0)“ closed_toggle_text_color=“#cac7c6″ closed_toggle_background_color=“RGBA(255,255,255,0)“ icon_color=“#ff4c00″ toggle_icon=“||divi||400″ use_icon_font_size=“on“ icon_font_size=“30px“ open_icon_color=“#ff4c00″ open_toggle_icon=“||divi||400″ open_use_icon_font_size=“on“ open_icon_font_size=“30px“ _builder_version=“4.27.8″ _module_preset=“default“ title_text_color=“#cac7c6″ title_level=“h6″ title_font=“–et_global_heading_font||||||||“ title_font_size=“18px“ title_line_height=“1.4em“ closed_title_font_size=“18px“ body_text_color=“#cac7c6″ body_font_size=“18px“ background_color=“RGBA(255,255,255,0)“ max_width=“800px“ custom_margin=“||20px||false|false“ custom_margin_tablet=“||30px||false|false“ custom_margin_phone=“||30px||false|true“ custom_margin_last_edited=“on|phone“ custom_padding=“0px|0px||0px|false|false“ custom_padding_tablet=“|0px||0px|false|false“ custom_padding_phone=“||||false|true“ custom_padding_last_edited=“on|phone“ title_font_size_tablet=“18px“ title_font_size_phone=“15px“ title_font_size_last_edited=“on|desktop“ custom_css_free_form=“\/* === Glob\u00e1ln\u00ed prom\u011bnn\u00e9 a barevn\u00fd syst\u00e9m === *\/||html {|| –color-ogy: #ff4c00;|| –color-dark: #212121;|| –color-black: #000000;|| –color-white: #FFFFFF;|| –color-silver: #f5f5f5;|| –color-lightsilver: #cac7c6;|| –color-gray: #797979;|| –basic-space: 10px;|| –font-color: var(–color-black);||}||||%91class*=’text-‚%93 {|| color: var(–font-color);||}||.text-ogy { –font-color: var(–color-ogy); }||.text-dark { –font-color: var(–color-dark); }||.text-black { –font-color: var(–color-black); }||.text-white { –font-color: var(–color-white); }||.text-silver { –font-color: var(–color-silver); }||.text-lightsilver { –font-color: var(–color-lightsilver); }||.text-gray { –font-color: var(–color-gray); }||||\/* === Velikost z\u00e1kladn\u00edho textu === *\/||.text-base {|| font-size: 15px;||}||@media (min-width: 768px) {|| .text-base {|| font-size: 18px;|| }||}||||\/* === Nadpis %22Hlavn\u00ed oblasti…%22 === *\/||.text-base-sud-headline-toggle {|| margin-bottom: 20px;|| text-transform: uppercase;||}||||\/* === Seznam \u2014 bez odr\u00e1\u017eek === *\/||ul.ogy-icon-list,||ul.ogy-icon-list li {|| list-style: none !important;|| list-style-type: none !important;|| margin: 0;|| padding-left: 0 !important;||}||||\/* === Jedna polo\u017eka seznamu (ikona + text vedle sebe) === *\/||.ogy-icon-item {|| display: flex;|| align-items: center;|| margin-bottom: 20px;||}||.ogy-icon-item p {|| margin: 0 0 0 20px;|| flex: 1;||}||||\/* === Kruhov\u00fd oran\u017eov\u00fd obal ikony === *\/||.ogy-icon-container {|| position: relative;|| flex: 0 0 auto;|| width: 2.5rem;|| height: 2.5rem;|| border-radius: 50%;|| background-color: var(–color-ogy);|| display: flex;|| align-items: center;|| justify-content: center;||}||.ogy-icon-container i {|| color: #ffffff;|| font-size: 1.1rem;||}||||\/* === Ikona \u017e\u00e1rovky v krou\u017eku === *\/||.icon-circle {|| display: flex;|| align-items: center;|| justify-content: center;|| width: 2.5rem;|| height: 2.5rem;|| border-radius: 50%;|| background-color: var(–color-ogy);|| color: #ffffff;|| font-size: 1.1rem;|| margin-bottom: 15px;||}||||\/* === Text pod ikonou (Benefit) === *\/||.ogy-tip-text {|| margin-top: 15px;|| font-size: 15px;|| line-height: 1.6;|| color: var(–font-color);||}||@media (min-width: 768px) {|| .ogy-tip-text {|| font-size: 18px;|| }||}“ border_width_all=“0px“ border_width_bottom=“2px“ border_color_bottom=“gcid-bc408687-4f40-4e79-ab46-82172854b6e3″ locked=“off“ global_colors_info=“{%22gcid-bc408687-4f40-4e79-ab46-82172854b6e3%22:%91%22border_color_bottom%22%93}“]<\/p>\n

Kl\u00ed\u010dov\u00e9 oblasti, kter\u00fdm se v\u011bnujeme b\u011bhem f\u00e1ze anal\u00fdzy:<\/p>\n

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