{"id":56805,"date":"2019-04-18T10:07:13","date_gmt":"2019-04-18T08:07:13","guid":{"rendered":"https:\/\/blog.salesflare.com\/integrate-sales-tools"},"modified":"2025-06-03T15:57:08","modified_gmt":"2025-06-03T13:57:08","slug":"integrate-sales-tools","status":"publish","type":"post","link":"https:\/\/blog.salesflare.com\/pt\/integrar-ferramentas-de-vendas","title":{"rendered":"Como as empresas B2B podem integrar as ferramentas de vendas"},"content":{"rendered":"<h1>Como as empresas B2B podem integrar as ferramentas de vendas<\/h1>\n<h2 class=\"h2-subheader\">Masterclass de automa\u00e7\u00e3o de vendas: Parte Cinco<\/h2>\n<figure class=\"image regular\"><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/images.storychief.com\/account_481\/unsplash-image_3d97cbc107f051a65d500c043c1f32ba_800.jpg\" alt=\"Coleta de ferramentas\"><figcaption>Fot\u00f3grafo: <a href=\"https:\/\/unsplash.com\/@randomlies\" target=\"_blank\" rel=\"noopener\">Ashim D'Silva<\/a> | Fonte: <a href=\"https:\/\/unsplash.com\/\" target=\"_blank\" rel=\"noopener\" class=\"translation-block\">Unsplash<\/a><\/figcaption><\/figure>\n<p class=\"translation-block\">Uma plataforma de gerenciamento de relacionamento com o cliente (CRM). Intelig\u00eancia de vendas e de mercado. Gerenciamento e prospec\u00e7\u00e3o de leads. An\u00e1lises e relat\u00f3rios. Processo e treinamento. Automa\u00e7\u00e3o. A empresa B2B m\u00e9dia moderna tem in\u00fameros usos para ferramentas de vendas. Mas, \u00e0 medida que os esfor\u00e7os de vendas aumentam, tamb\u00e9m aumenta o n\u00famero de ferramentas e o n\u00famero de pessoas que as utilizam. Seus dados come\u00e7am a ficar dispersos em diferentes plataformas. Isso dificulta a obten\u00e7\u00e3o de uma vis\u00e3o geral do desempenho de suas vendas em um determinado momento. Mas e se voc\u00ea pudesse integrar as ferramentas de vendas para que elas trabalhassem juntas?<\/p>\n<blockquote><p><em class=\"translation-block\">Esta postagem \u00e9 a Parte Cinco de nossa s\u00e9rie Masterclass sobre como automatizar suas vendas. A automa\u00e7\u00e3o de vendas lhe poupar\u00e1 muito tempo e permitir\u00e1 que voc\u00ea feche mais neg\u00f3cios. \u00c9 por isso que criamos esta s\u00e9rie abrangente. Vamos gui\u00e1-lo por todos os diferentes aspectos das vendas que podem ser automatizados e explicaremos como voc\u00ea pode automatiz\u00e1-los.<\/em><\/p><\/blockquote>\n<p><em class=\"translation-block\">- Jeroen Corthout, cofundador do <u><a href=\"https:\/\/salesflare.com\/pt-br\">Salesflare<\/a><\/u>, um <a href=\"https:\/\/blog.salesflare.com\/pt\/melhor-crm-de-vendas\"> CRM de vendas<\/a> f\u00e1cil de usar para pequenas empresas B2B<\/em><\/p>\n<p class=\"translation-block\">Esta quinta li\u00e7\u00e3o mostrar\u00e1 como integrar ferramentas de vendas para tornar seu processo mais eficiente e nunca perder o controle dos dados.<\/p>\n<p class=\"translation-block\">\u00a0<\/p>\n<h3 id=\"42bhk\"><strong>1. Sincronize seus bancos de dados de contatos com o PieSync <\/strong><\/h3>\n<p><a href=\"https:\/\/www.bcsg.com\/wp-content\/uploads\/2015\/03\/The-small-business-revolution-trends-in-SMB-cloud-adoption.pdf\" class=\"translation-block\">64% de neg\u00f3cios<\/a> uso <a href=\"https:\/\/blog.salesflare.com\/pt\/melhor-crm-baseado-em-nuvem\">aplicativos em nuvem<\/a>. Em m\u00e9dia, eles usam at\u00e9 18 aplicativos em nuvem para fins de marketing, vendas e operacionais.<\/p>\n<p class=\"translation-block\">A sincroniza\u00e7\u00e3o dos bancos de dados de contatos em todas as plataformas permite que voc\u00ea tenha uma vis\u00e3o de 360 graus dos seus clientes. Isso tamb\u00e9m lhe d\u00e1 mais controle sobre quais dados voc\u00ea deseja usar ao trabalhar com um aplicativo espec\u00edfico.<\/p>\n<p><a href=\"https:\/\/www.piesync.com\/\" class=\"translation-block\">PieSync<\/a> permite uma sincroniza\u00e7\u00e3o bidirecional inteligente que consolida os dados em v\u00e1rios aplicativos.<\/p>\n<p class=\"translation-block\">Um caso de uso seria sincronizar sua lista de marketing por e-mail com seu CRM. Com o PieSync, voc\u00ea pode ativar a sincroniza\u00e7\u00e3o bidirecional entre sua ferramenta de marketing por e-mail e seu CRM. Isso tamb\u00e9m lhe d\u00e1 controle sobre quais dados de marketing voc\u00ea deseja que sua equipe de vendas use e com que finalidade, optando por sincronizar apenas uma lista espec\u00edfica.<\/p>\n<p class=\"translation-block\">Outra coisa que ele pode fazer \u00e9 sincronizar a maior dor de cabe\u00e7a das equipes de vendas quando se trata de <a href=\"https:\/\/blog.salesflare.com\/pt\/melhor-software-de-banco-de-dados-de-clientes\">manter os dados do cliente<\/a> atualizados: contatos telef\u00f4nicos.<\/p>\n<figure class=\"image large\"><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/images.storychief.com\/account_481\/unsplash-image_942b8e0d996be1ec38f16a97311aba71_1000.jpg\" alt=\"iPhone em cima de um livro\"><figcaption>Fot\u00f3grafo: <a href=\"https:\/\/unsplash.com\/@aaronburden\" target=\"_blank\" rel=\"noopener\">Aaron Burden<\/a> | Fonte: <a href=\"https:\/\/unsplash.com\/\" target=\"_blank\" rel=\"noopener\" class=\"translation-block\">Unsplash<\/a><\/figcaption><\/figure>\n<p class=\"translation-block\">Em vez de anotar manualmente os n\u00fameros de telefone durante o processo de vendas, o PieSync pode sincronizar os contatos do seu telefone com o seu CRM. Dessa forma, os clientes cujos detalhes de contato est\u00e3o no seu CRM s\u00e3o salvos automaticamente no seu telefone e vice-versa.<\/p>\n<p class=\"translation-block\">Al\u00e9m disso, se voc\u00ea estiver usando <a href=\"https:\/\/salesflare.com\/pt-br\">Salesflare<\/a>, o CRM coletar\u00e1 automaticamente essas informa\u00e7\u00f5es de contato das assinaturas de e-mail e as manter\u00e1 sempre atualizadas.<\/p>\n<p class=\"translation-block\">\u00a0<\/p>\n<h3 id=\"313sc\"><strong>2. Acione integra\u00e7\u00f5es inteligentes com o Zapier<\/strong><\/h3>\n<p class=\"translation-block\">Enquanto ferramentas como o PieSync ajudam a criar um fluxo suave de bancos de dados entre diferentes aplicativos, o <a href=\"https:\/\/zapier.com\/\">Zapier<\/a> ajuda a automatizar fluxos de trabalho para integrar as ferramentas de vendas que voc\u00ea est\u00e1 usando. Ele move automaticamente o banco de dados sincronizado entre seus aplicativos da Web exatamente da maneira que voc\u00ea indicar, reduzindo o trabalho manual e permitindo que voc\u00ea se concentre em ter conversas reais com os clientes.<\/p>\n<p class=\"translation-block\">Vamos lhe dar alguns exemplos.<\/p>\n<p class=\"translation-block\">Voc\u00ea pode configurar uma integra\u00e7\u00e3o entre o seu CRM e o <a href=\"https:\/\/trueconf.com\/blog\/reviews-comparisons\/instant-messaging-apps-for-business.html\">chat da equipe<\/a>, como o <a href=\"https:\/\/slack.com\/\">Slack<\/a>, para que, sempre que voc\u00ea progredir com um lead, sua equipe tamb\u00e9m seja notificada. O mesmo pode ser feito quando voc\u00ea ganha um neg\u00f3cio. Isso ajuda a equipe a comemorar cada neg\u00f3cio conquistado e a mant\u00ea-la motivada.<\/p>\n<p class=\"translation-block\">Outro exemplo seria <u><a href=\"https:\/\/integrations.salesflare.com\/category\/forms\" target=\"_blank\" rel=\"noopener\">integrar seus formul\u00e1rios de leads com o Salesflare<\/a><\/u>. Sempre que um lead chega por meio de uma campanha de marketing, seu CRM o armazena automaticamente no est\u00e1gio correto do ciclo do cliente. Isso reduz a necessidade de carregar manualmente os leads em seu CRM a cada poucos dias.<\/p>\n<figure class=\"image large\"><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/images.storychief.com\/account_481\/image1_16d2d7d3ff596bb461e292c4a3dadf05_1000.png\" alt=\"Uma captura de tela mostrando como integrar ferramentas de vendas: Typeform conectado ao Salesflare\"><\/figure>\n<p class=\"translation-block\">Outra integra\u00e7\u00e3o que realmente beneficia os vendedores \u00e9 a integra\u00e7\u00e3o de <u><a href=\"https:\/\/howto.salesflare.com\/salesflare\/can-i-integrate-my-accounting-software-with-salesflare\">software de contabilidade<\/a><\/u>. Voc\u00ea pode acionar o Zapier para <a href=\"https:\/\/getjobber.com\/academy\/how-to-write-an-invoice\/\">criar uma fatura<\/a> sempre que <a href=\"https:\/\/salesflare.com\/pt-br\">Salesflare<\/a> notificar a conquista de um novo neg\u00f3cio.<\/p>\n<figure class=\"image large\"><img decoding=\"async\" src=\"https:\/\/images.storychief.com\/account_481\/image_f0d2d2fe3f467f4d11ba4c38296d078b_1000.png\" alt=\"Uma captura de tela mostrando como integrar as ferramentas de vendas: Salesflare conectado ao Quickbooks\"><\/figure>\n<p class=\"translation-block\">Mas isso n\u00e3o \u00e9 tudo o que voc\u00ea pode fazer com as integra\u00e7\u00f5es do Zapier.<\/p>\n<p class=\"translation-block\">De fato, escrevemos <a href=\"https:\/\/howto.salesflare.com\/sales-automation\/what-kind-of-zapier-integrations-are-possible\">uma postagem detalhada sobre como usar as integra\u00e7\u00f5es do Zapier para automatizar e simplificar os diferentes processos<\/a>.<\/p>\n<p class=\"translation-block\">\u00a0<\/p>\n<h3 id=\"5b7qt\"><strong>3. Integrar ferramentas de vendas como um profissional<\/strong><\/h3>\n<p class=\"translation-block\">O Zapier \u00e9 uma \u00f3tima ferramenta a ser usada se voc\u00ea estiver procurando algo f\u00e1cil de usar e que permita que voc\u00ea mesmo fa\u00e7a a maioria das integra\u00e7\u00f5es. No entanto, se voc\u00ea for um usu\u00e1rio avan\u00e7ado e precisar ser profissional quando quiser integrar <a href=\"https:\/\/blog.salesflare.com\/pt\/ferramentas-de-vendas\">ferramentas de vendas<\/a> para trabalhar em conjunto, considere usar <a href=\"https:\/\/blendr.io\">Blendr.io<\/a> , <a href=\"https:\/\/apix-drive.com\/\">ApiX-Drive<\/a> ou <a href=\"https:\/\/www.integromat.com\/\">Integromat<\/a>.<\/p>\n<p class=\"translation-block\">Enquanto o Zapier n\u00e3o oferece muita liberdade para ramificar em diferentes fluxos de trabalho, dependendo das condi\u00e7\u00f5es, essas plataformas tornam praticamente tudo poss\u00edvel.<\/p>\n<p class=\"translation-block\">Portanto, em vez de gastar muito tempo e dinheiro na cria\u00e7\u00e3o de suas pr\u00f3prias implementa\u00e7\u00f5es para integrar ferramentas de vendas, voc\u00ea pode usar essas plataformas inteligentes para criar modelos de processos em minutos e integrar suas ferramentas para automatizar at\u00e9 mesmo os fluxos de trabalho mais abrangentes.<\/p>\n<p class=\"translation-block\">Veja como isso fica no Integromat.<\/p>\n<figure class=\"image large\"><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/images.storychief.com\/account_481\/Screenshot2019-04-15at6_14_20PM_103d10e7cc2cfe95c09fe4cb82182d06_1000.png\" alt=\"Uma captura de tela mostrando como integrar ferramentas de vendas: um exemplo de esquema de integra\u00e7\u00e3o da Integromat\"><figcaption><a href=\"https:\/\/www.integromat.com\/en\" target=\"_blank\" rel=\"noopener\" class=\"translation-block\">fonte<\/a><\/figcaption><\/figure>\n<p class=\"translation-block\">\u00a0<\/p>\n<h3 id=\"1ep6l\"><strong>4. Use o Salesflare para integrar automaticamente os dados de seus clientes<\/strong><\/h3>\n<p class=\"translation-block\">As integra\u00e7\u00f5es facilitam a transfer\u00eancia de dados de uma ferramenta de vendas para outra. E, como profissional de vendas, seus dados devem estar espalhados por sua caixa de correio, calend\u00e1rio, telefone, e-mail e plataformas de rastreamento da Web.<\/p>\n<p class=\"translation-block\">\u00c9 a\u00ed que entra o <a href=\"https:\/\/salesflare.com\/pt-br\/feature1.html\" target=\"_blank\" rel=\"noopener\">Salesflare<\/a>.<\/p>\n<p class=\"translation-block\">Ele extrai todos os seus e-mails, reuni\u00f5es, chamadas, contatos e <a href=\"https:\/\/coresignal.com\/blog\/company-data\/\">informa\u00e7\u00f5es da empresa<\/a>, bem como os perfis sociais e as assinaturas de e-mail de seus clientes potenciais, e combina todos esses fluxos de informa\u00e7\u00f5es no CRM para obter uma vis\u00e3o abrangente dos dados de seus clientes.<\/p>\n<p class=\"translation-block\">Com base nos documentos que voc\u00ea trocou, ele cria uma pasta de documentos \u00fatil por cliente ou cliente potencial que est\u00e1 sempre atualizada, sem a necessidade de fazer nada manualmente.<\/p>\n<figure class=\"image large\"><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/images.storychief.com\/account_481\/image2_edb22fdd393853f3415bd25282fb1f92_1000.png\" alt=\"Uma captura de tela mostrando como integrar ferramentas de vendas: Salesflare importando automaticamente documentos anexados por contato\"><\/figure>\n<p class=\"translation-block\">Por fim, o <a href=\"https:\/\/salesflare.com\/pt-br\">Salesflare<\/a> <a href=\"https:\/\/blog.salesflare.com\/pt\/melhores-rastreadores-de-e-mail\">rastreia aberturas de e-mail, cliques, visitas ao site<\/a> e qualquer tipo de intera\u00e7\u00e3o que seu cliente potencial tenha com voc\u00ea. Isso o ajuda a personalizar e aprimorar ainda mais seu <a href=\"https:\/\/blog.salesflare.com\/pt\/processo-de-vendas\">processo de vendas<\/a> para fechar neg\u00f3cios mais rapidamente.<\/p>\n<p class=\"translation-block\">Simplificando: ele reduz a entrada manual de dados para que voc\u00ea possa se concentrar em fazer mais vendas.<\/p>\n<p class=\"translation-block\">\u00a0<\/p>\n<h3 id=\"1sj39\"><strong>Conclus\u00e3o: integre as ferramentas de vendas para aumentar a produtividade! <\/strong><\/h3>\n<p class=\"translation-block\">Fazer com que suas ferramentas trabalhem em conjunto \u00e9 como fazer mais coisas trabalhando em equipe. Voc\u00ea usa os pontos fortes de cada um para aprimorar ainda mais um processo e se torna mais eficiente quando tem o suporte certo.<\/p>\n<p class=\"translation-block\">A integra\u00e7\u00e3o de suas ferramentas de vendas n\u00e3o s\u00f3 lhe dar\u00e1 acesso a insights hol\u00edsticos sobre o processo de vendas, mas tamb\u00e9m tornar\u00e1 a equipe muito mais produtiva.<\/p>\n<p class=\"translation-block\">Pronto para configurar integra\u00e7\u00f5es e colocar todas as suas ferramentas de vendas na mesma equipe?<\/p>\n<p class=\"translation-block\">Conte-nos como a integra\u00e7\u00e3o de suas ferramentas de vendas o ajudou a obter mais resultados.<\/p>\n<p><em>Precisa de uma r\u00e1pida recapitula\u00e7\u00e3o? Leia a Parte Quatro da Masterclass de Automa\u00e7\u00e3o de Vendas: <u><a href=\"https:\/\/blog.salesflare.com\/pt\/automatizar-os-dados-do-cliente\">Como automatizar os dados do cliente<\/a><\/u>. <\/em> <em>Com este post, compartilhamos com voc\u00ea os \u00faltimos insights de nossa segunda s\u00e9rie de Masterclass sobre Automa\u00e7\u00e3o de Vendas. Mas voltaremos na pr\u00f3xima semana com o in\u00edcio de<\/em> <em><strong>nossa maior s\u00e9rie de Masterclass at\u00e9 o momento, desta vez sobre financiamento de startups!<\/strong><\/em><br>\n\n    <figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\">\n      <a href=\"https:\/\/salesflare.com\/pt-br\">\n        <picture>\n          <source \n            srcset=\"https:\/\/lib.salesflare.com\/images\/sf-blog-footer-transparent-800.avif 1x,                     https:\/\/lib.salesflare.com\/images\/sf-blog-footer-transparent-1600.avif 2x\" \n            type=\"image\/avif\" \/>\n          <source \n            srcset=\"https:\/\/lib.salesflare.com\/images\/sf-blog-footer-transparent-800.png 1x,                     https:\/\/lib.salesflare.com\/images\/sf-blog-footer-transparent-1600.png 2x\" \n            type=\"image\/png\" \/>\n          <img decoding=\"async\" \n            src=\"https:\/\/lib.salesflare.com\/images\/sf-blog-footer-transparent-800.png\" \n            srcset=\"https:\/\/lib.salesflare.com\/images\/sf-blog-footer-transparent-800.png 1x,                     https:\/\/lib.salesflare.com\/images\/sf-blog-footer-transparent-1600.png 2x\" \n            alt=\"Experimente o CRM da Salesflare\" \/>\n        <\/picture>\n      <\/a>\n    <\/figure><br>\n<em class=\"translation-block\">Esperamos que voc\u00ea tenha gostado desta postagem. Se gostou, espalhe a not\u00edcia! <\/em><\/p>\n<p>\ud83d\udc49 <em>Voc\u00ea pode seguir @salesflare em<\/em> <em><a href=\"https:\/\/twitter.com\/salesflare\">Twitter<\/a><\/em>, <em><a href=\"https:\/\/www.facebook.com\/salesflare\/\">Facebook<\/a><\/em> <em>e<\/em> <em class=\"translation-block\"><a href=\"https:\/\/be.linkedin.com\/company\/salesflare\">LinkedIn<\/a>.<\/em><\/p>","protected":false},"excerpt":{"rendered":"<p>A empresa B2B m\u00e9dia usa pelo menos 13 aplicativos em nuvem. Use este guia pr\u00e1tico para integrar ferramentas de vendas e tornar seu processo de vendas mais eficiente.<\/p>","protected":false},"author":14,"featured_media":56806,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"wl_entities_gutenberg":"","_crdt_document":"","footnotes":""},"categories":[211,183,62,69],"tags":[210,182,91,172],"wl_entity_type":[122],"class_list":["post-56805","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-integrations","category-masterclass","category-sales","category-tools","tag-integrations","tag-masterclass","tag-sales","tag-tools","wl_entity_type-article"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Integrate Sales Tools To Streamline Your Sales Process And Save Time<\/title>\n<meta name=\"description\" content=\"The average B2B company uses at least 13 cloud apps. 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