{"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\/pt\/de-uma-ferramenta-de-prospeccao-para-um-crm-74bbab6c6ba3","title":{"rendered":"De uma ferramenta de prospec\u00e7\u00e3o a um CRM"},"content":{"rendered":"
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De uma ferramenta de prospec\u00e7\u00e3o a um CRM<\/strong><\/h1>\n

Salesflare e Autoklose sobre automa\u00e7\u00e3o de vendas - parte dois<\/strong><\/h2>\n

A Salesflare, em parceria com a Autoklose<\/a>, realizou um webinar sobre processos de automa\u00e7\u00e3o de vendas com ferramentas de prospec\u00e7\u00e3o e CRMs.<\/p>\n

Voc\u00ea perdeu o webinar? D\u00ea uma olhada no <\/em>reprodu\u00e7\u00e3o completa aqui<\/em><\/a>!<\/em><\/p>\n

Discutimos anteriormente os destaques da primeira parte do webinar - tudo sobre como ir do lead ao neg\u00f3cio<\/a>. Agora, vamos mergulhar na segunda parte! \ud83c\udfca\u200d<\/p>\n<\/div>\n<\/div>\n<\/section>\n

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Como deve funcionar o fluxo entre a ferramenta de prospec\u00e7\u00e3o e um CRM?<\/h4>\n

Isso \u00e9 bastante simples.<\/p>\n

O fluxo entre essas ferramentas consiste simplesmente em encontrar seus clientes em potencial com uma ferramenta de prospec\u00e7\u00e3o e, em seguida, usar um CRM<\/a> para criar suas campanhas de acompanhamento por e-mail para os clientes em potencial. \ud83d\udcec<\/p>\n

Voc\u00ea pode ir na outra dire\u00e7\u00e3o, \u00e9 claro, mas isso \u00e9 principalmente para fins de filtragem e exporta\u00e7\u00e3o.<\/p>\n

Com o Salesflare, as exporta\u00e7\u00f5es s\u00e3o feitas com um \u00fanico clique e, em seguida, voc\u00ea pode importar para uma ferramenta como o Autoklose com o m\u00f3dulo de importa\u00e7\u00e3o.<\/p>\n

Esse processo n\u00e3o deve demorar mais do que alguns minutos.<\/p>\n

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Quais dados devem ser sincronizados e quando?<\/h4>\n

Se voc\u00ea estiver trabalhando com uma ferramenta de prospec\u00e7\u00e3o, como o Autoklose, e um CRM, como o Salesflare, h\u00e1 algumas coisas que devem ser sincronizadas. \ud83d\udd04<\/p>\n

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  1. E-mails<\/li>\n
  2. Contatos e dados da empresa<\/li>\n
  3. Dados de rastreamento<\/li>\n<\/ol>\n

    Vamos come\u00e7ar com os e-mails.<\/strong><\/p>\n

    Se voc\u00ea estiver usando o Autoklose e o Salesflare, n\u00e3o precisar\u00e1 mexer um dedo. \ud83d\udc4c<\/p>\n

    O Autoklose envia com Google Workspace<\/a> \/ Gmail<\/a> e Office 365 - os e-mails s\u00e3o enviados para sua pasta de envio.<\/p>\n

    E o Salesflare se conecta ao Gmail e ao Office365, de modo que esses e-mails s\u00e3o automaticamente captados pelo Salesflare \u00e0 medida que voc\u00ea os envia e recebe.<\/p>\n

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

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    \"Barney<\/p>\n

    Se estiver usando um CRM que n\u00e3o esteja sincronizando e-mails e que dependa de algo como um endere\u00e7o de e-mail BCC, voc\u00ea poder\u00e1 us\u00e1-lo.<\/p>\n

    Ele pode falhar quando o cliente ainda n\u00e3o existe, mas voc\u00ea teria que test\u00e1-lo para ter certeza disso.<\/p>\n

    Na Salesflare, n\u00e3o usamos BCC - essa \u00e9 uma tecnologia antiga. \ud83d\udc75<\/p>\n

    Em seguida, contatos e dados da empresa.<\/strong><\/p>\n

    Conforme mencionado anteriormente, voc\u00ea pode usar o Zapier para conectar sua ferramenta de prospec\u00e7\u00e3o ao seu CRM.<\/p>\n

    Voc\u00ea tamb\u00e9m pode fazer isso com o Autoklose e o Salesflare.<\/p>\n

    E permite que voc\u00ea fa\u00e7a a integra\u00e7\u00e3o personalizada no Zapier da maneira que gostaria que funcionasse.<\/p>\n

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    Muito em breve, tamb\u00e9m teremos essa integra\u00e7\u00e3o nativa entre o Autoklose e o Salesflare, que permitir\u00e1 que voc\u00ea envie o lead do Salesflare para o Autoklose.<\/p>\n

    Ainda assim, tome cuidado com isso, pois se voc\u00ea acionar uma resposta por e-mail, essa resposta pode nem sempre significar que se trata de um bom lead. Eles podem simplesmente pedir que voc\u00ea pare de entrar em contato com eles. \ud83d\ude45\u200d<\/p>\n

    Por fim, dados de rastreamento.<\/strong><\/p>\n

    \u00c9 bom rastrear cliques em e-mails<\/a> em sistemas separados, mas \u00e9 melhor quando os cliques em campanhas em sua ferramenta de prospec\u00e7\u00e3o tamb\u00e9m s\u00e3o exibidos em seu CRM.<\/p>\n

    Ao usar o Autoklose e o Salesflare, ou o Salesflare e outra ferramenta de prospec\u00e7\u00e3o, voc\u00ea pode usar facilmente o rastreamento de links do Salesflare nos e-mails do Autoklose.<\/p>\n

    Basta ir para Configura\u00e7\u00f5es > Aplicativos e integra\u00e7\u00f5es. Em seguida, clique em \"Rastreamento de links de e-mail\".<\/p>\n

    Se voc\u00ea usar o rastreamento de link de e-mail com identifica\u00e7\u00e3o, em que voc\u00ea passa o endere\u00e7o de e-mail da pessoa no link de rastreamento, quando uma pessoa clicar em um link, ela ser\u00e1 identificada e voc\u00ea ver\u00e1 o clique vinculado a essa pessoa no Salesflare.<\/p>\n

    Uma vantagem adicional desse rastreamento de links com identifica\u00e7\u00e3o \u00e9 que eles tamb\u00e9m ser\u00e3o identificados quando visitarem seu site, usando um cookie. \ud83c\udf6a<\/p>\n

    Assim, voc\u00ea poder\u00e1 ver no Salesflare tamb\u00e9m quais p\u00e1ginas esses leads visualizam e por quanto tempo.<\/p>\n

    E n\u00e3o se preocupe se n\u00e3o estiver criando imediatamente o contato e a conta no Salesflare.<\/p>\n

    Assim que voc\u00ea fizer isso, tudo ser\u00e1 inserido. Porque os dados j\u00e1 est\u00e3o l\u00e1. Ao contr\u00e1rio da maioria dos CRMs, o Salesflare \u00e9 capaz de extra\u00ed-los dinamicamente. \ud83e\udd2f<\/p>\n

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    <\/p>\n<\/div>\n<\/figure>\n

    Dessa forma, voc\u00ea pode sincronizar facilmente e-mails, contatos, dados da empresa e dados de rastreamento. E a transfer\u00eancia entre o Autoklose e o Salesflare ser\u00e1 perfeita. As duas ferramentas podem trabalhar juntas como uma s\u00f3.<\/p>\n<\/div>\n<\/div>\n<\/section>\n

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    Agradecemos a todos que assistiram ao nosso webinar com a Autoklose. Adoramos discutir o que \u00e9 poss\u00edvel fazer em termos de automa\u00e7\u00e3o nas ferramentas de prospec\u00e7\u00e3o e nos CRMs, e estamos animados para ver o que o futuro nos reserva.<\/p>\n

    Leia a primeira parte de nossa recapitula\u00e7\u00e3o do webinar aqui!<\/em><\/a> \ud83d\udc48<\/em><\/p>\n<\/div>\n<\/div>\n<\/section>\n

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    Esperamos que voc\u00ea tenha gostado desta postagem. Se gostou, espalhe a not\u00edcia!<\/em><\/p>\n

    Para obter mais informa\u00e7\u00f5es importantes sobre startups, marketing de crescimento e vendas:<\/em><\/p>\n

    \ud83d\udc49 <\/em><\/strong>assine aqui<\/em><\/strong><\/a><\/p>\n

    \ud83d\udc49 siga @salesflare em <\/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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