{"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\/pl\/od-narzedzia-prospectingowego-do-crm-74bbab6c6ba3-2","title":{"rendered":"Od narz\u0119dzia prospectingowego do CRM"},"content":{"rendered":"
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Od narz\u0119dzia prospectingowego do CRM<\/strong><\/h1>\n

Salesflare i Autoklose o automatyzacji sprzeda\u017cy - cz\u0119\u015b\u0107 druga<\/strong><\/h2>\n

Salesflare, we wsp\u00f3\u0142pracy z Autoklose<\/a>, zorganizowa\u0142 webinarium po\u015bwi\u0119cone procesom automatyzacji sprzeda\u017cy z wykorzystaniem narz\u0119dzi prospectingowych i CRM.<\/p>\n

Przegapi\u0142e\u015b webinarium? Sprawd\u017a <\/em>Pe\u0142na powt\u00f3rka tutaj<\/em><\/a>!<\/em><\/p>\n

Wcze\u015bniej om\u00f3wili\u015bmy najwa\u017cniejsze punkty pierwszej cz\u0119\u015bci webinaru - wszystko o tym, jak przej\u015b\u0107 od lead\u00f3w do transakcji<\/a>. A teraz przejd\u017amy do cz\u0119\u015bci drugiej! \ud83c\udfca\u200d<\/p>\n<\/div>\n<\/div>\n<\/section>\n

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Jak powinien wygl\u0105da\u0107 przep\u0142yw mi\u0119dzy narz\u0119dziem prospectingowym a CRM?<\/h4>\n

Jest to do\u015b\u0107 proste.<\/p>\n

Przep\u0142yw mi\u0119dzy tymi narz\u0119dziami polega po prostu na znalezieniu potencjalnych klient\u00f3w za pomoc\u0105 narz\u0119dzia do wyszukiwania, a nast\u0119pnie u\u017cyciu CRM<\/a> do tworzenia kampanii e-mailowych do potencjalnych potencjalnych klient\u00f3w. \ud83d\udcec<\/p>\n

Mo\u017cna oczywi\u015bcie p\u00f3j\u015b\u0107 w drug\u0105 stron\u0119, ale s\u0142u\u017cy to g\u0142\u00f3wnie do filtrowania i eksportowania.<\/p>\n

W przypadku Salesflare eksport zajmuje jedno klikni\u0119cie, a nast\u0119pnie mo\u017cna zaimportowa\u0107 do narz\u0119dzia takiego jak Autoklose za pomoc\u0105 modu\u0142u importu.<\/p>\n

Proces ten nie powinien zaj\u0105\u0107 wi\u0119cej ni\u017c kilka minut.<\/p>\n

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Jakie dane powinny by\u0107 synchronizowane i kiedy?<\/h4>\n

Je\u015bli pracujesz zar\u00f3wno z narz\u0119dziem prospectingowym, takim jak Autoklose, jak i CRM, takim jak Salesflare, jest kilka rzeczy, kt\u00f3re powinny by\u0107 zsynchronizowane. \ud83d\udd04<\/p>\n

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  1. E-maile<\/li>\n
  2. Kontakty i dane firmy<\/li>\n
  3. \u015aledzenie danych<\/li>\n<\/ol>\n

    Zacznijmy od wiadomo\u015bci e-mail.<\/strong><\/p>\n

    Je\u015bli korzystasz z Autoklose i Salesflare, nie musisz kiwn\u0105\u0107 palcem. \ud83d\udc4c<\/p>\n

    Autoklose wysy\u0142a z Google Workspace<\/a> \/ Gmail<\/a> i Office 365 - wiadomo\u015bci e-mail trafiaj\u0105 do folderu wys\u0142anych.<\/p>\n

    Ponadto Salesflare \u0142\u0105czy si\u0119 z Gmailem i Office365, dzi\u0119ki czemu te wiadomo\u015bci e-mail s\u0105 automatycznie odbierane przez Salesflare podczas ich wysy\u0142ania i odbierania.<\/p>\n

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

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    \"barney.<\/p>\n

    Je\u015bli korzystasz z CRM, kt\u00f3ry nie synchronizuje wiadomo\u015bci e-mail i opiera si\u0119 na czym\u015b takim jak adres e-mail BCC, mo\u017cesz go u\u017cy\u0107.<\/p>\n

    Mo\u017ce si\u0119 to nie uda\u0107, gdy klient jeszcze nie istnieje, ale trzeba to przetestowa\u0107, aby mie\u0107 pewno\u015b\u0107.<\/p>\n

    W Salesflare nie stosujemy BCC - to stara technologia. \ud83d\udc75<\/p>\n

    Nast\u0119pnie kontakty i dane firmy.<\/strong><\/p>\n

    Jak wspomniano wcze\u015bniej, mo\u017cesz u\u017cy\u0107 Zapier, aby po\u0142\u0105czy\u0107 swoje narz\u0119dzie prospectingowe z CRM.<\/p>\n

    Mo\u017cna to r\u00f3wnie\u017c zrobi\u0107 z Autoklose i Salesflare.<\/p>\n

    Pozwala to na stworzenie niestandardowej integracji w Zapier w taki spos\u00f3b, w jaki chcesz, aby dzia\u0142a\u0142a.<\/p>\n

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    Wkr\u00f3tce b\u0119dziemy mie\u0107 r\u00f3wnie\u017c natywn\u0105 integracj\u0119 mi\u0119dzy Autoklose i Salesflare, kt\u00f3ra pozwoli na przesy\u0142anie lead\u00f3w z Salesflare do Autoklose.<\/p>\n

    Mimo to nale\u017cy zachowa\u0107 ostro\u017cno\u015b\u0107, poniewa\u017c je\u015bli wyzwolisz odpowied\u017a e-mailow\u0105, odpowied\u017a e-mailowa nie zawsze oznacza, \u017ce jest to dobry potencjalny klient. Mog\u0105 po prostu poprosi\u0107 o zaprzestanie kontaktowania si\u0119 z nimi. \ud83d\ude45\u200d<\/p>\n

    Wreszcie, \u015bledzenie danych.<\/strong><\/p>\n

    Mi\u0142o jest \u015bledzi\u0107 klikni\u0119cia e-maili<\/a> w oddzielnych systemach, ale lepiej jest, gdy klikni\u0119cia kampanii w narz\u0119dziu prospectingowym s\u0105 r\u00f3wnie\u017c wy\u015bwietlane w CRM.<\/p>\n

    W przypadku korzystania z Autoklose i Salesflare lub Salesflare i innego narz\u0119dzia do pozyskiwania klient\u00f3w, mo\u017cna \u0142atwo korzysta\u0107 ze \u015bledzenia link\u00f3w Salesflare w wiadomo\u015bciach e-mail Autoklose.<\/p>\n

    Wystarczy przej\u015b\u0107 do Ustawienia > Aplikacje i integracje. Nast\u0119pnie kliknij \"\u015aledzenie link\u00f3w e-mail\".<\/p>\n

    Je\u015bli korzystasz ze \u015bledzenia link\u00f3w e-mail z identyfikacj\u0105, gdzie przekazujesz adres e-mail osoby w linku \u015bledz\u0105cym, gdy osoba kliknie link, zostanie ona zidentyfikowana i zobaczysz klikni\u0119cie powi\u0105zane z t\u0105 osob\u0105 w Salesflare.<\/p>\n

    Dodatkow\u0105 zalet\u0105 tego \u015bledzenia link\u00f3w z identyfikacj\u0105 jest to, \u017ce b\u0119d\u0105 one r\u00f3wnie\u017c identyfikowane podczas odwiedzania Twojej witryny za pomoc\u0105 pliku cookie. \ud83c\udf6a<\/p>\n

    Dzi\u0119ki temu w Salesflare b\u0119dziesz m\u00f3g\u0142 zobaczy\u0107, jakie strony i jak d\u0142ugo przegl\u0105daj\u0105 ci potencjalni klienci.<\/p>\n

    I nie martw si\u0119, je\u015bli nie tworzysz od razu kontaktu i konta w Salesflare.<\/p>\n

    Jak tylko to zrobisz, wszystko zostanie wci\u0105gni\u0119te. Poniewa\u017c dane ju\u017c tam s\u0105. W przeciwie\u0144stwie do wi\u0119kszo\u015bci system\u00f3w CRM, Salesflare jest w stanie dynamicznie je pobiera\u0107. \ud83e\udd2f<\/p>\n

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    W ten spos\u00f3b mo\u017cna \u0142atwo zsynchronizowa\u0107 wiadomo\u015bci e-mail, kontakty, dane firmy i dane \u015bledzenia. Przekazanie mi\u0119dzy Autoklose i Salesflare b\u0119dzie p\u0142ynne. Oba narz\u0119dzia mog\u0105 pracowa\u0107 razem jako jedno.<\/p>\n<\/div>\n<\/div>\n<\/section>\n

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    Dzi\u0119kujemy wszystkim, kt\u00f3rzy wzi\u0119li udzia\u0142 w naszym webinarium z Autoklose. Uwielbiali\u015bmy dyskutowa\u0107 o tym, co jest mo\u017cliwe w zakresie automatyzacji w narz\u0119dziach prospectingowych i CRM - i nie mo\u017cemy si\u0119 doczeka\u0107, aby zobaczy\u0107, co przyniesie przysz\u0142o\u015b\u0107.<\/p>\n

    Przeczytaj pierwsz\u0105 cz\u0119\u015b\u0107 naszego podsumowania webinaru tutaj!<\/em><\/a> \ud83d\udc48<\/em><\/p>\n<\/div>\n<\/div>\n<\/section>\n

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    Mamy nadziej\u0119, \u017ce spodoba\u0142 Ci si\u0119 ten post. Je\u015bli tak, rozpowszechnij go!<\/em><\/p>\n

    Wi\u0119cej informacji na temat startup\u00f3w, marketingu wzrostu i sprzeda\u017cy:<\/em><\/p>\n

    \ud83d\udc49 <\/em>.<\/strong>subskrybuj tutaj<\/em><\/strong><\/a><\/p>\n

    \u015aled\u017a @salesflare na <\/em><\/strong>Twitter<\/em><\/strong><\/a> lub <\/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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