{"id":8341,"date":"2026-10-13T13:33:20","date_gmt":"2026-10-13T11:33:20","guid":{"rendered":"https:\/\/eu.klytic.com\/?page_id=8341"},"modified":"2026-10-13T13:33:20","modified_gmt":"2026-10-13T11:33:20","slug":"crm","status":"publish","type":"page","link":"https:\/\/eu.klytic.com\/sl\/vodniki\/crm\/","title":{"rendered":"CRM in poslovni podatki"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"8341\" class=\"elementor elementor-8341 elementor-6261\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ecd06ec e-con-full kly-g e-flex e-con e-parent\" data-id=\"ecd06ec\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-bd02c8d e-con-full kly-g-hero e-flex e-con e-parent\" data-id=\"bd02c8d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-5031d2e e-con-full kly-g-hero-in e-flex e-con e-parent\" data-id=\"5031d2e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-37ed18e elementor-widget elementor-widget-text-editor\" data-id=\"37ed18e\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"kly-g-crumb\"><a href=\"\/sl\/\">Domov<\/a><span>\u203a<\/span><a href=\"\/sl\/vodniki\/\">Vodniki<\/a><\/p><p class=\"kly-g-pill\" style=\"--pill:#fbbf24\">CRM in poslovni podatki<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-338b061 elementor-widget elementor-widget-heading\" data-id=\"338b061\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">CRM in poslovni podatki<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4eaae18 elementor-widget elementor-widget-text-editor\" data-id=\"4eaae18\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"kly-g-lead\">Kartice strank, ponudbe in ra\u010duni so podatki podjetja, enako kot ra\u010dunovodstvo. Ta rubrika pojasnjuje, komu pripadajo in kaj razkrivajo, nato pa poka\u017ee, kako v Klytic CRM dolo\u010dite, kdo jih vidi in kdo jih lahko izvozi.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-54285b4 elementor-widget elementor-widget-text-editor\" data-id=\"54285b4\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"kly-g-meta\"><span>Posodobljeno <b>oktobra 2026<\/b><\/span><span><b>3 min<\/b> branja<\/span><span>Razumeti in uporabljati<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-30c9d0a e-con-full kly-g-body e-flex e-con e-parent\" data-id=\"30c9d0a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-0120f67 e-con-full kly-g-article e-flex e-con e-parent\" data-id=\"0120f67\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cdb6b34 elementor-widget elementor-widget-text-editor\" data-id=\"cdb6b34\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Komu je rubrika namenjena<\/h2>\n<p>Namenjena je dvema bralcema.<\/p>\n<ul>\n<li><strong>Direktorju, vodji IT ali poobla\u0161\u010deni osebi za varstvo podatkov, ki \u0161e ni izbral re\u0161itve<\/strong>: \u017eeli vedeti, kdo ima v posesti gostovano bazo strank, kaj bi tretja oseba izvedela, \u010de bi jo prebrala, in kaj \u0161ifriranje dejansko \u0161\u010diti. Strani \u00bbRazumeti\u00ab mu odgovarjajo z navedbo virov in ostanejo veljavne, tudi \u010de ne postane stranka.<\/li>\n<li><strong>Skrbniku ali vodji prodaje, ki Klytic CRM \u017ee uporablja<\/strong>: \u017eeli omejiti vsakega prodajalca na njegove stranke, lo\u010diti dve dru\u017ebi v skupini, odvzeti pravico do izvoza, urediti odhod sodelavca. Strani \u00bbUporabljati\u00ab opisujejo te nastavitve v storitvi.<\/li>\n<\/ul>\n<p>CRM vsebuje potencialne stranke, stranke, kontakte, prilo\u017enosti, ponudbe, naro\u010dila in ra\u010dune. Skupaj ti podatki razkrijejo prodajni lijak, koncentracijo prihodkov, cene in datume podalj\u0161anj. Zato ta rubrika bazo strank obravnava kot ob\u010dutljivo premo\u017eenje in ne kot imenik naslovov.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3254a3b elementor-widget elementor-widget-text-editor\" data-id=\"3254a3b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Razumeti<\/h2>\n<p>Vodnik z navedenimi viri. Velja ne glede na izbrani CRM.<\/p>\n<ul>\n<li><a href=\"\/sl\/komu-pripadajo-podatki-v-crm\/\"><strong>Komu pripadajo podatki v CRM in zakaj so enako pomembni kot ra\u010dunovodstvo<\/strong><\/a>: upravljavec in obdelovalec, najbolj ob\u010dutljivi podatki, kaj razkriva celota, kaj \u0161\u010diti \u0161ifriranje v mirovanju in vloga e-ra\u010dunov.<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3459fc2 elementor-widget elementor-widget-text-editor\" data-id=\"3459fc2\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Uporabljati Klytic CRM<\/h2>\n<p>Dve navodili za stranke. Povesta, kdo ukrepa (skrbnik va\u0161ega ra\u010duna ali podpora Klytic) in kaj dobite.<\/p>\n<ul>\n<li><a href=\"\/sl\/kdo-vidi-katere-stranke-v-klytic-crm\/\"><strong>Kdo vidi katere stranke v Klytic CRM<\/strong><\/a>: en ra\u010dun na osebo, pravice po modulih, obseg dostopa prodajalca, vodje in uprave, h\u010derinske dru\u017ebe, menjave delovnih mest in zunanji izvajalci.<\/li>\n<li><a href=\"\/sl\/preprecite-izvoz-portfelja-in-preglejte-spremembe\/\"><strong>Prepre\u010dite izvoz portfelja in preglejte spremembe<\/strong><\/a>: lo\u010diti branje in izvoz, razlikovati PDF ponudbe od izvoza baze, kaj bele\u017ei dnevnik in odhod prodajalca.<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-905ad46 elementor-widget elementor-widget-text-editor\" data-id=\"905ad46\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Tri pravila, ki si jih velja zapomniti<\/h2>\n<ol>\n<li><strong>Celotno bazo vidi malo ljudi.<\/strong> Vsak prodajalec vidi svoje stranke; celoten pogled je pridr\u017ean nekaj vlogam.<\/li>\n<li><strong>Branje ni izvoz.<\/strong> Pravica do prenosa baze se dodeli poimensko, nikoli privzeto.<\/li>\n<li><strong>Pravice sledijo ljudem.<\/strong> Menjavo delovnega mesta ali konec sodelovanja uredite isti dan, ne ob naslednjem pregledu.<\/li>\n<\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2ae0a9e elementor-widget elementor-widget-text-editor\" data-id=\"2ae0a9e\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>\u010cesa te strani ne obravnavajo<\/h2>\n<p>Ne ponavljajo vodnikov o veljavnem pravu, gostovanju ali izbiri ponudnika. Za ta vpra\u0161anja:<\/p>\n<ul>\n<li><a href=\"\/sl\/kaj-je-suvereni-oblak\/\">Kaj je suveren oblak?<\/a>: kdo lahko odpre va\u0161e podatke, katero pravo velja, kako izstopiti in razlika med \u0161ifriranjem v mirovanju in klju\u010dem, ki ga hrani stranka.<\/li>\n<li><a href=\"\/sl\/zascita-podjetja-pred-cloud-act\/\">Za\u0161\u010dita podjetja pred zakonom CLOUD Act<\/a>: kaj lahko tuje pravo zahteva od ponudnika.<\/li>\n<li><a href=\"\/sl\/gostovanje-suverenost\/\">Gostovanje in suverenost<\/a>: na\u010dini gostovanja Klytic, cone in povratnost.<\/li>\n<li><a href=\"\/sl\/varstvo-podatkov\/\">GDPR<\/a>: vloga Klytic kot obdelovalca za podatke, zaupane storitvam.<\/li>\n<li><a href=\"\/sl\/varnost-varnostno-kopiranje\/\">Varnost in varnostno kopiranje<\/a>: pogostost, \u010das hrambe in obnova varnostnih kopij.<\/li>\n<\/ul>\n<p>Sama ponudba z moduli in e-ra\u010duni je opisana na strani <a href=\"\/sl\/klytic-crm\/\">Klytic CRM<\/a>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fbb4e5c e-con-full kly-g-aside e-flex e-con e-parent\" data-id=\"fbb4e5c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f6bbfaa elementor-widget elementor-widget-html\" data-id=\"f6bbfaa\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"html.default\">\n\t\t\t\t\t<nav class=\"kly-g-toc\" aria-label=\"Na tej strani\"><p>Na tej strani<\/p><ol><\/ol><\/nav>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9539b7c elementor-widget elementor-widget-text-editor\" data-id=\"9539b7c\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div class=\"kly-g-cta\"><h3>Na\u010drtujete CRM?<\/h3><p>Uvoz va\u0161e baze, pravice, gostovanje: opi\u0161ite nam svojo organizacijo.<\/p><p><a class=\"kly-g-btn\" href=\"\/sl\/kontakt\/\">Kontaktirajte nas \u2192<\/a><\/p><p style=\"margin:0\"><a class=\"kly-g-btn ghost\" href=\"\/sl\/klytic-crm\/\">Spoznajte Klytic CRM<\/a><\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-122aaae e-con-full kly-g-related e-flex e-con e-parent\" data-id=\"122aaae\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fd772a5 elementor-widget elementor-widget-text-editor\" data-id=\"fd772a5\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Preberite tudi<\/h2><div class=\"kly-g-grid\"><a class=\"kly-g-card\" href=\"\/sl\/komu-pripadajo-podatki-v-crm\/\" style=\"--cat:#b45309\"><span class=\"c\">Razumeti \u00b7 CRM in poslovni podatki<\/span><span class=\"t\">Komu pripadajo podatki v CRM in zakaj so enako pomembni kot ra\u010dunovodstvo<\/span><span class=\"q\">Baza strank je premo\u017eenje podjetja in hkrati obdelava osebnih podatkov. Kdo jo ima v posesti, kaj razkriva in kako jo za\u0161\u010dititi.<\/span><span class=\"m\"><span>8 min branja<\/span><b>Preberi \u2192<\/b><\/span><\/a><a class=\"kly-g-card\" href=\"\/sl\/kdo-vidi-katere-stranke-v-klytic-crm\/\" style=\"--cat:#b45309\"><span class=\"c\">Uporabljati \u00b7 CRM in poslovni podatki<\/span><span class=\"t\">Kdo vidi katere stranke v Klytic CRM<\/span><span class=\"q\">En ra\u010dun na osebo, pravice po modulih, obseg dostopa za vsakega prodajalca. Za lo\u010ditev dveh dru\u017eb v skupini pa vsaki svoja namenska instanca.<\/span><span class=\"m\"><span>6 min branja<\/span><b>Preberi \u2192<\/b><\/span><\/a><a class=\"kly-g-card\" href=\"\/sl\/preprecite-izvoz-portfelja-in-preglejte-spremembe\/\" style=\"--cat:#b45309\"><span class=\"c\">Uporabljati \u00b7 CRM in poslovni podatki<\/span><span class=\"t\">Prepre\u010dite izvoz portfelja in preglejte spremembe<\/span><span class=\"q\">Branje kartice in izvoz celotne baze sta v Klytic CRM dve lo\u010deni pravici. Odvzemite drugo in vedite, kaj bele\u017ei dnevnik.<\/span><span class=\"m\"><span>6 min branja<\/span><b>Preberi \u2192<\/b><\/span><\/a><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-539316dd e-con e-atomic-element e-div-block-base e-default-div e-c9fd865-4a50 \" data-id=\"539316dd\" data-element_type=\"e-div-block\" data-e-type=\"e-div-block\" data-interaction-id=\"539316dd\" data-e-type=\"e-div-block\" data-id=\"539316dd\">\n    <div class=\"elementor-element elementor-element-4f79afcb e-con e-atomic-element e-div-block-base e-default-div e-4fa9fe-ce86 \" data-id=\"4f79afcb\" data-element_type=\"e-div-block\" data-e-type=\"e-div-block\" data-interaction-id=\"4f79afcb\" data-e-type=\"e-div-block\" data-id=\"4f79afcb\">\n    \t\t\t<p class=\"e-4dcf5c70-2ec7 e-paragraph-base e-default-p\" data-interaction-id=\"330a7a35\" data-e-type=\"widget\" data-id=\"330a7a35\">Pozdravna ponudba<\/p>\n\t\t\t\t\t<h2 data-interaction-id=\"56f1f7d5\" class=\"e-347faa43-4e20 e-heading-base e-default-h2\" data-e-type=\"widget\" data-id=\"56f1f7d5\">30 dni brezpla\u010dnega preizkusa, selitev s spremstvom<\/h2>\n\t\t\t\t\t<p class=\"e-7f6310da-1caa e-paragraph-base e-default-p\" data-interaction-id=\"2ce27288\" data-e-type=\"widget\" data-id=\"2ce27288\">Preizkus brez obveznosti. Svetovalec vas pokli\u010de, da spozna va\u0161e potrebe in pripravi va\u0161e okolje Klytic.<\/p>\n\t\t<div class=\"elementor-element elementor-element-35ea29a1 e-con e-atomic-element e-div-block-base e-default-div e-1cd48b22-e6da \" data-id=\"35ea29a1\" data-element_type=\"e-div-block\" data-e-type=\"e-div-block\" data-interaction-id=\"35ea29a1\" data-e-type=\"e-div-block\" data-id=\"35ea29a1\">\n    \t\t\t<a href=\"\/essai-gratuit\/\" target=\"_self\" class=\"e-4a7886e3-652d e-button-base e-default-a\" data-interaction-id=\"19bfa8f1\" data-e-type=\"widget\" data-id=\"19bfa8f1\">\n\t\ud83d\ude80 Za\u010dnite brezpla\u010dni preizkus\n<\/a>\n\t\t\t\t\t<a href=\"\/tarifs\/\" target=\"_self\" class=\"e-137e863d-dd0d e-button-base e-default-a\" data-interaction-id=\"326d82ab\" data-e-type=\"widget\" data-id=\"326d82ab\">\n\tOglejte si cenik\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":5198,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_seopress_titles_title":"CRM in poslovni podatki: vodniki in nastavitve | Klytic","_seopress_titles_desc":"Lastni\u0161tvo, ob\u010dutljivost in za\u0161\u010dita podatkov v CRM: vodnik za razumevanje in dve navodili za pravice in izvoz v Klytic CRM.","_seopress_robots_index":"","_seopress_robots_follow":"","_seopress_robots_imageindex":"","_seopress_robots_snippet":"","_seopress_robots_primary_cat":"","_seopress_robots_breadcrumbs":"","_seopress_robots_freeze_modified_date":"","_seopress_robots_custom_modified_date":"","_seopress_robots_canonical":"","_seopress_social_fb_title":"CRM in poslovni podatki: vodniki in nastavitve | Klytic","_seopress_social_fb_desc":"Lastni\u0161tvo, ob\u010dutljivost in za\u0161\u010dita podatkov v CRM: vodnik za razumevanje in dve navodili za pravice in izvoz v Klytic CRM.","_seopress_social_fb_img":"","_seopress_social_fb_img_attachment_id":0,"_seopress_social_fb_img_width":0,"_seopress_social_fb_img_height":0,"_seopress_social_twitter_title":"CRM in poslovni podatki: vodniki in nastavitve | Klytic","_seopress_social_twitter_desc":"Lastni\u0161tvo, ob\u010dutljivost in za\u0161\u010dita podatkov v CRM: vodnik za razumevanje in dve navodili za pravice in izvoz v Klytic CRM.","_seopress_social_twitter_img":"","_seopress_social_twitter_img_attachment_id":0,"_seopress_social_twitter_img_width":0,"_seopress_social_twitter_img_height":0,"_seopress_redirections_value":"","_seopress_redirections_enabled":"","_seopress_redirections_enabled_regex":"","_seopress_redirections_logged_status":"","_seopress_redirections_param":"","_seopress_redirections_type":0,"_seopress_analysis_target_kw":"","_seopress_news_disabled":"","_seopress_video_disabled":"","_seopress_video":[],"_seopress_pro_schemas_manual":[],"_seopress_pro_rich_snippets_disable_all":"","_seopress_pro_rich_snippets_disable":[],"_seopress_pro_schemas":[],"footnotes":""},"class_list":["post-8341","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/eu.klytic.com\/sl\/wp-json\/wp\/v2\/pages\/8341","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/eu.klytic.com\/sl\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/eu.klytic.com\/sl\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/eu.klytic.com\/sl\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/eu.klytic.com\/sl\/wp-json\/wp\/v2\/comments?post=8341"}],"version-history":[{"count":0,"href":"https:\/\/eu.klytic.com\/sl\/wp-json\/wp\/v2\/pages\/8341\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/eu.klytic.com\/sl\/wp-json\/wp\/v2\/pages\/5198"}],"wp:attachment":[{"href":"https:\/\/eu.klytic.com\/sl\/wp-json\/wp\/v2\/media?parent=8341"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}