{"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\/fr\/dun-outil-de-prospection-a-un-crm-74bbab6c6ba3-2","title":{"rendered":"D'un outil de prospection \u00e0 un CRM"},"content":{"rendered":"
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D'un outil de prospection \u00e0 un CRM<\/strong><\/h1>\n

Salesflare et Autoklose sur l'automatisation des ventes - deuxi\u00e8me partie<\/strong><\/h2>\n

Salesflare, en partenariat avec Autoklose<\/a>, a organis\u00e9 un webinaire sur les processus d'automatisation des ventes \u00e0 l'aide d'outils de prospection et de CRM.<\/p>\n

Vous avez manqu\u00e9 le webinaire ? Consultez le <\/em>Relecture compl\u00e8te ici<\/em><\/a>!<\/em><\/p>\n

Nous avons d\u00e9j\u00e0 abord\u00e9 les points saillants de la premi\u00e8re partie du webinaire, \u00e0 savoir comment passer d'une piste \u00e0 une affaire<\/a>. Maintenant, plongeons dans la deuxi\u00e8me partie ! \ud83c\udfca\u200d<\/p>\n<\/div>\n<\/div>\n<\/section>\n

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Comment le flux doit-il fonctionner entre un outil de prospection et un syst\u00e8me de gestion de la relation client (CRM) ?<\/h4>\n

C'est assez simple.<\/p>\n

Le flux entre ces outils consiste simplement \u00e0 trouver vos prospects avec un outil de prospection, puis \u00e0 utiliser un CRM<\/a> pour construire vos campagnes de suivi par courriel des prospects potentiels. \ud83d\udcec<\/p>\n

Vous pouvez bien s\u00fbr aller dans l'autre sens, mais c'est principalement \u00e0 des fins de filtrage et d'exportation.<\/p>\n

Avec Salesflare, les exportations se font en un seul clic, puis vous pouvez importer dans un outil comme Autoklose gr\u00e2ce au module d'importation.<\/p>\n

Ce processus ne devrait pas prendre plus de quelques minutes.<\/p>\n

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Quelles donn\u00e9es doivent \u00eatre synchronis\u00e9es et quand ?<\/h4>\n

Si vous travaillez \u00e0 la fois avec un outil de prospection, comme Autoklose, et un CRM, comme Salesflare, certains \u00e9l\u00e9ments doivent \u00eatre synchronis\u00e9s. \ud83d\udd04<\/p>\n

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  1. Emails<\/li>\n
  2. Contacts et donn\u00e9es d'entreprise<\/li>\n
  3. Donn\u00e9es de suivi<\/li>\n<\/ol>\n

    Commen\u00e7ons par les courriels.<\/strong><\/p>\n

    Si vous utilisez Autoklose et Salesflare, vous n'avez pas besoin de lever le petit doigt. \ud83d\udc4c<\/p>\n

    Autoklose envoie avec Google Workspace<\/a> \/ Gmail<\/a> et Office 365 - les courriels se retrouvent dans votre dossier envoy\u00e9.<\/p>\n

    Et Salesflare se connecte \u00e0 Gmail et Office365, de sorte que ces e-mails sont automatiquement pris en compte par Salesflare lorsque vous les envoyez et les recevez.<\/p>\n

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

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    \"barney<\/p>\n

    Si vous utilisez un CRM qui ne synchronise pas les courriels et qui s'appuie sur quelque chose comme une adresse \u00e9lectronique BCC, vous pouvez l'utiliser.<\/p>\n

    Il se peut qu'il \u00e9choue si le client n'existe pas encore, mais il faudrait le tester pour en \u00eatre s\u00fbr.<\/p>\n

    Chez Salesflare, nous ne faisons pas de BCC - c'est une vieille technologie. \ud83d\udc75<\/p>\n

    Ensuite, les contacts et les donn\u00e9es de l'entreprise.<\/strong><\/p>\n

    Comme mentionn\u00e9 pr\u00e9c\u00e9demment, vous pouvez utiliser Zapier pour connecter votre outil de prospection \u00e0 votre CRM.<\/p>\n

    Vous pouvez \u00e9galement le faire avec Autoklose et Salesflare.<\/p>\n

    Et il vous permet de r\u00e9aliser l'int\u00e9gration personnalis\u00e9e dans Zapier de la mani\u00e8re dont vous souhaitez qu'elle fonctionne.<\/p>\n

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    Tr\u00e8s bient\u00f4t, nous disposerons \u00e9galement d'une int\u00e9gration native entre Autoklose et Salesflare qui vous permettra de transf\u00e9rer le lead de Salesflare \u00e0 Autoklose.<\/p>\n

    Attention toutefois, car si vous d\u00e9clenchez une r\u00e9ponse par courrier \u00e9lectronique, celle-ci ne signifie pas toujours qu'il s'agit d'une bonne piste. Il se peut qu'il vous demande simplement de cesser de le contacter. \ud83d\ude45\u200d<\/p>\n

    Enfin, les donn\u00e9es de suivi.<\/strong><\/p>\n

    Il est agr\u00e9able de suivre les clics sur les courriels<\/a> dans des syst\u00e8mes distincts, mais il est pr\u00e9f\u00e9rable que les clics sur les campagnes dans votre outil de prospection soient \u00e9galement affich\u00e9s dans votre CRM.<\/p>\n

    Lorsque vous utilisez Autoklose et Salesflare, ou Salesflare et un autre outil de prospection, vous pouvez facilement utiliser le suivi des liens de Salesflare dans les e-mails Autoklose.<\/p>\n

    Il vous suffit de vous rendre dans Param\u00e8tres > Applications et int\u00e9grations. Cliquez ensuite sur \"Suivi des liens par e-mail\".<\/p>\n

    Si vous utilisez le suivi de lien d'email avec identification, o\u00f9 vous transmettez l'adresse email de la personne dans le lien de suivi, lorsqu'une personne clique sur un lien, elle sera identifi\u00e9e et vous verrez le clic li\u00e9 \u00e0 cette personne dans Salesflare.<\/p>\n

    Un avantage suppl\u00e9mentaire de ce suivi de lien avec identification est qu'ils seront \u00e9galement identifi\u00e9s lors de leur visite sur votre site web, \u00e0 l'aide d'un cookie. \ud83c\udf6a<\/p>\n

    Vous pourrez donc \u00e9galement voir dans Salesflare quelles pages ces clients potentiels consultent et pendant combien de temps.<\/p>\n

    Et ne vous inqui\u00e9tez pas si vous ne cr\u00e9ez pas imm\u00e9diatement le contact et le compte dans Salesflare.<\/p>\n

    D\u00e8s que vous l'aurez fait, tout sera int\u00e9gr\u00e9. Parce que les donn\u00e9es sont d\u00e9j\u00e0 l\u00e0. Contrairement \u00e0 la plupart des CRM, Salesflare est capable de les int\u00e9grer dynamiquement. \ud83e\udd2f<\/p>\n

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    Ainsi, vous pouvez facilement synchroniser les courriels, les contacts, les donn\u00e9es de l'entreprise et les donn\u00e9es de suivi. La transition entre Autoklose et Salesflare se fera en toute transparence. Les deux outils peuvent fonctionner ensemble.<\/p>\n<\/div>\n<\/div>\n<\/section>\n

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    Merci \u00e0 tous ceux qui ont assist\u00e9 \u00e0 notre webinaire avec Autoklose. Nous avons ador\u00e9 discuter des possibilit\u00e9s d'automatisation au sein des outils de prospection et des CRM - et nous sommes impatients de voir ce que l'avenir nous r\u00e9serve.<\/p>\n

    Lisez la premi\u00e8re partie de notre r\u00e9capitulation du webinaire ici !<\/em><\/a> \ud83d\udc48<\/em><\/p>\n<\/div>\n<\/div>\n<\/section>\n

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    Nous esp\u00e9rons que cet article vous a plu. Si c'est le cas, passez le mot !<\/em><\/p>\n

    Pour en savoir plus sur les startups, le marketing de croissance et les ventes :<\/em><\/p>\n

    \ud83d\udc49 <\/em><\/strong>s'inscrire ici<\/em><\/strong><\/a><\/p>\n

    \ud83d\udc49 follow @salesflare on <\/em><\/strong>Twitter<\/em><\/strong><\/a> ou <\/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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