8 formas en las que Zapier te ayudará a agilizar tus ventas

1. Lector de tarjetas de visita: escanee sus clientes potenciales en el Salesflare

You’ve just gone to a conference and met a bunch of potential leads.

Llega el lunes por la mañana y tienes un montón de tarjetas de visita que introducir manualmente.

Don’t let that stack of business cards get you down.

With Zapier, you can integrate Contacts+ (formerly FullContact)’sbusiness card reader directly with Salesflare.

Simplemente escanee la tarjeta de visita en su aplicación FullContact y *boom* un contacto, cuenta y oportunidad se crean en Salesflare.

From there you have control. 💪

Based on who you met — whether they were potential investors, customers, partners, you name it. You decide which stage of the pipeline they belong in.

2. Subscribers list: keep your leads lists in sync

You’re at the office killing sales, now that you manage them in Salesflare.

Except, potential leads are subscribing to your MailChimp list and you’re still manually pushing them to Salesflare. 🤔

Ahorre tiempo. Zapier crea un contacto, cuenta y oportunidad para ti en Salesflare cuando un nuevo lead se suscribe en MailChimp.

Now that you’ve got your subscribers in the lead stage of your pipeline in Salesflare, it’s up to you to follow up. 💬

3. Contact form submissions: push your leads into one place

You’re at your desk, following up with leads through Salesflare, when the lightbulb goes off. 💡

¿Por qué no introducir automáticamente los clientes potenciales de su formulario de contacto en Salesflare?

Deja que Zapier empuje.

Cuando alguien rellena su formulario de contactoZapier crea un Salesflare cuenta. 

Think of all the time you just saved by not manually entering leads. 👊

4. Calling apps: keep your call logs together

In the world of sales, calling is inevitable. Thankfully, Salesflare logs calls automatically. 🎉

Using Android? Salesflare auto-syncs with your call history. iOS user? When you call from the mobile app, it’s logged in the timeline as well.

¿Utilizas una aplicación de llamadas en la nube o VOIP?

Configúralo con Zapier y esas llamadas también aparecerán en las líneas de tiempo de las cuentas.

Keep going about your sales calls as normal. Zapier + Salesflare will take care of it for you. 👌

5. Customer success: sync all interactions with contacts

With Salesflare, all email, meeting, and phone call interactions with contacts are pulled in effortlessly. ✨

But what happens when you’re interacting with leads through your customer service app?

Don’t let that slow you down. Zapier will make a note in Salesflare when a new conversation comes into Intercom.

Ahora todas las interacciones con tus contactos permanecen en las líneas de tiempo de la cuenta. No es necesario saltar de un lado a otro.

6. Team communication: celebrate your wins

You’re closing deals. 🙌 It’s time to celebrate. Let your teammates know in Slack without lifting a finger.

Watch that sales channel fill up. 💸

7. Invoicing: automate it

Now that you’ve closed the deal, it’s time to get paid. 💰

You’re nearly done celebrating but you still have an invoice to make.

Don’t let that be what takes up your time.

Integra Salesflare con QuickBooks y deja que Zapier se encargue de la transferencia a facturación por ti.

Wave goodbye to manual invoices. 👋

8. Gestión de proyectos: convertir las ventas en proyectos

As fun as celebrating wins and getting paid are, they don’t last forever. It’s time to get to work.

Don’t let transferring data between apps slow you down.

Haz que Zapier crea una nueva tarjeta en Trello cada vez que se gane una oportunidad en Salesflare.

Moral of the story — leave the robotic tasks for the robots so you can focus on the meaningful stuff.

If you’ve set up your own Salesflare+Zapier magic that you think should’ve made the list, show us what you got!