{"id":55969,"date":"2018-06-19T08:35:28","date_gmt":"2018-06-19T08:35:28","guid":{"rendered":"https:\/\/blog.salesflare.com\/?p=55969"},"modified":"2024-01-16T12:16:19","modified_gmt":"2024-01-16T11:16:19","slug":"from-a-prospecting-tool-to-a-crm-74bbab6c6ba3","status":"publish","type":"post","link":"https:\/\/blog.salesflare.com\/es\/de-herramienta-de-prospeccion-a-crm-74bbab6c6ba3","title":{"rendered":"De herramienta de prospecci\u00f3n a CRM"},"content":{"rendered":"
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De herramienta de prospecci\u00f3n a CRM<\/strong><\/h1>\n

Salesflare y Autoklose sobre automatizaci\u00f3n de ventas - segunda parte<\/strong><\/h2>\n

Salesflare, en colaboraci\u00f3n con Autoklose<\/a>, organiz\u00f3 un webinar sobre los procesos de automatizaci\u00f3n de ventas con herramientas de prospecci\u00f3n y CRM.<\/p>\n

\u00bfTe perdiste el seminario web? Consulte el <\/em>repetici\u00f3n completa aqu\u00ed<\/em><\/a>!<\/em><\/p>\n

Ya hemos hablado de los aspectos m\u00e1s destacados de la primera parte del seminario web: c\u00f3mo pasar del lead al deal<\/a>. Ahora, \u00a1vamos con la segunda parte! \ud83c\udfca\u200d<\/p>\n<\/div>\n<\/div>\n<\/section>\n

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\u00bfC\u00f3mo debe funcionar el flujo entre la herramienta de prospecci\u00f3n y un CRM?<\/h4>\n

Esto es bastante sencillo.<\/p>\n

El flujo entre estas herramientas es simplemente desde encontrar a tus prospectos con una herramienta de prospecci\u00f3n, y luego usar un CRM<\/a> para construir tus campa\u00f1as de seguimiento por correo electr\u00f3nico a prospectos potenciales. \ud83d\udcec<\/p>\n

Se puede ir en la otra direcci\u00f3n, por supuesto, pero esto es principalmente con el fin de filtrar y exportar.<\/p>\n

Con Salesflare, las exportaciones se realizan con un solo clic, y luego se pueden importar a una herramienta como Autoklose con el m\u00f3dulo de importaci\u00f3n.<\/p>\n

Este proceso no deber\u00eda llevar m\u00e1s de unos minutos.<\/p>\n

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\u00bfQu\u00e9 datos deben sincronizarse y cu\u00e1ndo?<\/h4>\n

Si est\u00e1s trabajando tanto con una herramienta de prospecci\u00f3n, como Autoklose, como con un CRM, como Salesflare, hay algunas cosas que deber\u00edan estar sincronizadas. \ud83d\udd04<\/p>\n

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  1. Correos electr\u00f3nicos<\/li>\n
  2. Contactos y datos de la empresa<\/li>\n
  3. Datos de seguimiento<\/li>\n<\/ol>\n

    Empecemos por los correos electr\u00f3nicos.<\/strong><\/p>\n

    Si usas Autoklose y Salesflare, no necesitas mover un dedo. \ud83d\udc4c<\/p>\n

    Autoclose env\u00eda con Google Workspace<\/a> \/ Gmail<\/a> y Office 365 - los correos acaban en tu carpeta de enviados.<\/p>\n

    Y Salesflare se conecta a Gmail y Office365, por lo que estos correos electr\u00f3nicos son recogidos autom\u00e1ticamente por Salesflare a medida que los env\u00eda y los recibe.<\/p>\n

    Hecho. \ud83d\udc4d<\/p>\n

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    \"Barney<\/p>\n

    Si utilizas un CRM que no sincroniza los correos electr\u00f3nicos y depende de algo como una direcci\u00f3n de correo electr\u00f3nico CCO, puedes utilizarla.<\/p>\n

    Podr\u00eda fallar cuando el cliente a\u00fan no existe, pero tendr\u00edas que probarlo para estar 100% seguro de ello.<\/p>\n

    En Salesflare no hacemos CCO, eso es tecnolog\u00eda antigua. \ud83d\udc75<\/p>\n

    A continuaci\u00f3n, los contactos y los datos de la empresa.<\/strong><\/p>\n

    Como se mencion\u00f3 anteriormente, puede utilizar Zapier para conectar su herramienta de prospecci\u00f3n con su CRM.<\/p>\n

    Tambi\u00e9n puede hacerlo con Autoklose y Salesflare.<\/p>\n

    Y te permite hacer la integraci\u00f3n personalizada en Zapier de la manera que te gustar\u00eda que funcionara.<\/p>\n

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    Muy pronto, tambi\u00e9n dispondremos de esa bonita integraci\u00f3n nativa entre Autoklose y Salesflare que le permitir\u00e1 empujar el plomo de Salesflare a Autoklose.<\/p>\n

    Aun as\u00ed, ten cuidado con esto, porque si provocas una respuesta por correo electr\u00f3nico, una respuesta por correo electr\u00f3nico no siempre significa que sea un buen cliente potencial. Puede que simplemente te pidan que dejes de contactar con ellos. \ud83d\ude45\u200d<\/p>\n

    Por \u00faltimo, los datos de seguimiento.<\/strong><\/p>\n

    Est\u00e1 bien hacer un seguimiento de los clics de correo electr\u00f3nico<\/a> en sistemas separados, pero es mejor cuando los clics de las campa\u00f1as en su herramienta de prospecci\u00f3n tambi\u00e9n se muestran en su CRM.<\/p>\n

    Cuando utilice Autoklose y Salesflare, o Salesflare y otra herramienta de prospecci\u00f3n, podr\u00e1 utilizar f\u00e1cilmente el seguimiento de enlaces de Salesflare en los correos electr\u00f3nicos de Autoklose.<\/p>\n

    S\u00f3lo tienes que ir a Configuraci\u00f3n > Aplicaciones e integraciones. A continuaci\u00f3n, haz clic en \"Seguimiento de enlaces de correo electr\u00f3nico\".<\/p>\n

    Si utiliza el seguimiento de enlace de correo electr\u00f3nico con identificaci\u00f3n, en el que pasa la direcci\u00f3n de correo electr\u00f3nico de la persona en el enlace de seguimiento, cuando una persona haga clic en un enlace, ser\u00e1 identificada y ver\u00e1 el clic vinculado a esa persona en Salesflare.<\/p>\n

    Una ventaja adicional de este seguimiento de enlaces con identificaci\u00f3n es que tambi\u00e9n ser\u00e1n identificados cuando visiten tu web, mediante una cookie. \ud83c\udf6a<\/p>\n

    As\u00ed podr\u00e1 ver tambi\u00e9n en Salesflare qu\u00e9 p\u00e1ginas consultan estos clientes potenciales y durante cu\u00e1nto tiempo.<\/p>\n

    Y no se preocupe si no crea inmediatamente el contacto y la cuenta en Salesflare.<\/p>\n

    En cuanto lo hagas, todo se incorporar\u00e1. Porque los datos ya est\u00e1n ah\u00ed. A diferencia de la mayor\u00eda de los CRM, Salesflare es capaz de incorporarlos din\u00e1micamente. \ud83e\udd2f<\/p>\n

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    De este modo, podr\u00e1 sincronizar f\u00e1cilmente correos electr\u00f3nicos, contactos, datos de la empresa y datos de seguimiento. Y el traspaso entre Autoklose y Salesflare ser\u00e1 perfecto. Las dos herramientas pueden trabajar juntas como una sola.<\/p>\n<\/div>\n<\/div>\n<\/section>\n

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    Gracias a todos los que asistieron a nuestro seminario web con Autoklose. Nos encant\u00f3 debatir sobre las posibilidades de automatizaci\u00f3n de las herramientas de prospecci\u00f3n y los CRM, y estamos impacientes por ver qu\u00e9 nos depara el futuro.<\/p>\n

    Lea aqu\u00ed la primera parte de nuestro resumen del seminario web.<\/em><\/a> \ud83d\udc48<\/em><\/p>\n<\/div>\n<\/div>\n<\/section>\n

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    Esperamos que te haya gustado este post. Si es as\u00ed, \u00a1dif\u00fandelo!<\/em><\/p>\n

    Para m\u00e1s informaci\u00f3n sobre startups, marketing de crecimiento y ventas:<\/em><\/p>\n

    \ud83d\udc49 <\/em><\/strong>suscr\u00edbase aqu\u00ed<\/em><\/strong><\/a><\/p>\n

    \ud83d\udc49 seguir @salesflare en <\/em><\/strong>Twitter<\/em><\/strong><\/a> o <\/em><\/strong>Facebook<\/a><\/em><\/strong><\/p>\n<\/div>\n<\/div>\n<\/section>\n<\/section>\n<\/article>","protected":false},"excerpt":{"rendered":"

    From a prospecting tool to a\u00a0CRM Salesflare & Autoklose on sales automation \u2014 part\u00a0two Salesflare, in partnership with Autoklose, hosted […]<\/p>\n","protected":false},"author":10,"featured_media":55971,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"wl_entities_gutenberg":"","_crdt_document":"","footnotes":""},"categories":[77],"tags":[],"wl_entity_type":[122],"class_list":["post-55969","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-about-sales-automation","wl_entity_type-article"],"yoast_head":"\nSales Automation: From a prospecting tool to a CRM - Salesflare Blog<\/title>\n<meta name=\"description\" content=\"Salesflare hosted a webinar about sales automation with prospecting & CRMs. We discussed how to go from lead to deal. 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