Tip #4: Usa el check-in de Zoho CRM app para geo-localizar las visitas de cliente de forma instantánea

Tip #4: Usa el check-in de Zoho CRM app para geo-localizar las visitas de cliente de forma instantánea

Tips and tricks #04, adaptado de Aishwarya EK
¡Hola a todos!

Bienvenidos a un nuevo capítulo de la serie de Tips and Tricks en español. Esta semana te traigo una característica muy práctica para aquellos usuarios que usan Zoho CRM en campo y que realizan visitas de forma habitual. Sí, hablamos de los comerciales y representantes que suelen encontrarse fuera de la oficina pero que aun así pueden conectarse con su empresa desde cualquier lugar gracias a la aplicación de Zoho CRM para móviles. Hoy, vamos a hacerles el registro de las visitas más fácil.

Tip #4: Usa el check-in de Zoho CRM app para geo-localizar las visitas de cliente de forma instantánea.
La situación habitual de un agente comercial cuando termina una visita es la de seguir estos pasos rutinarios:
  1. Llamar a la dirección de ventas e informarle de que la visita ha terminado.
  2. Crear o actualizar el evento/visita en Zoho CRM y asociarlo con el posible cliente o cliente.
  3. Llevar la cuenta de las visitas que ha realizado en el pasado para informar a tu superior.
Para el agente comercial que está en constante movimiento y visitando varios clientes al día, esta rutina puede ser desalentadora. Desde Zoho, te traemos la característica de geo-localización para rescatarlo de un proceso tedioso.



¿Acabas de realizar una visita a tu cliente o prospecto? ¡Perfecto! Ahora sólo necesitas tu móvil, la aplicación de Zoho CRM y quedarte donde estás - sí, ¡la aplicación necesita tu ubicación! Estos son los pasos a seguir:
  1. En Zoho CRM, accede a la ficha de contacto o posible cliente de la persona a la que acabas de visitar.
  2. El evento se creará de manera automática en forma de nota y podrás añadir comentarios a la misma. Quedarán registrados el contacto o posible cliente, y la ubicación desde donde has realizado la geo-localización.

Zoho CRM también te permite elegir un evento ya existente para geo-localizar, de manera que puedes "cerrar" estos eventos in situ. Al elegir esta opción, tu superior del departamento comercial sabrá que has finalizado la visita. Con ello, los informes sacados también contarán con la ubicación de las visitas, qué agente ha realizado cada una, y más datos desde los que crear filtros. Para más información, visita Associate check-in to an event.

¿Conocías esta función? ¿Qué te parece? ¡Añádelo en los comentarios!


    Access your files securely from anywhere

          Zoho Developer Community

              Bootcamp
              Community
              Pricing
              Webinars
              What's New
              Integrations
              Contact Support
              Contact Sales

                Zoho Survey Resources
                  Features
                  Survey Templates
                  Integrations
                  Community
                  iOS Mobile Surveys
                  Pricing
                  Android Mobile Surveys
                  Insurvey Blogs
                  Insight Blogs
                  Tips & Tricks





                                Latest Feature Updates


                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day




                                        Zoho Marketing Automation
                                          Zoho SalesIQ Resources


                                                Manage your brands on social media
                                                Access Zoho Social

                                                  Zoho Pagesense Resources


                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Accessing Subform Data using getRecordByID

                                                                                                    I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,

                                                                                                  • Pre-fill TO and CC fields for Email Templates

                                                                                                    This would be a game changer to be able to set either specific email addresses or merge fields based on deal role titles into email templates. Please pass this along to *hopefully* add to future features of Zoho CRM.

                                                                                                  • Leads and Deals Issue

                                                                                                    Hi! Is Zoho having trouble today? I've been experiencing issues today. When I move a deal to closed/won, it previously would require a closing date but today the screen just went blur and the closing date did not pop up. And then under leads, I was trying

                                                                                                  • QR codes in templates

                                                                                                    I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.

                                                                                                  • How do I hide all leads from Standard users in my CRM ZOHO

                                                                                                    I want to configure my crm zoho in such a way that standard users will only see leads owned or assigned to them. How do I go about doing this? I have tried all i could, but nothing...can anyone help me?

                                                                                                  • Custom view for Milestones

                                                                                                    Hi, Just an idea for the future... would it be possible to create custom views for the Milestones view under Work Overview ? I usually need to look at this view filtered by project group but the filter doesn't remain when navigating away. A custom view

                                                                                                  • attributed automatically database section

                                                                                                    Hello everyone and happy holidays... here in zoho CRM, I created 3 bases: - Properties (House, apartment ...) - Transactions (Notaries, ...) - Real estate ads I want when the address is identical on these three bases, that in "Properties" the transactions

                                                                                                  • How to Implement Time-Based Filters in Zoho Workflows?

                                                                                                    Hi everyone, I’m looking for a workaround to implement time-based filters in Zoho workflows. Specifically, I need a workflow to trigger only within certain hours (e.g., between 10:00 AM and 8:00 PM, Sunday to Friday). Currently, Zoho workflows execute

                                                                                                  • is there a better way to routinely export my project timesheets?

                                                                                                    Hi there, I am somewhat happy with how Zoho books handles time.  One thing that is missing is more user driven control over my data.  I have a workflow where I constantly need to give customers feeds of work done.  So I pick a project, and would ideally

                                                                                                  • Portal Default View

                                                                                                    Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.

                                                                                                  • Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

                                                                                                    The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants

                                                                                                  • Unlocking New Horizons: A Year in Review

                                                                                                    As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

                                                                                                  • Does zoho rest api support token exchange from microsoft entra id token

                                                                                                    i want to get access token from the Microsoft user token in rest api. so it is possible to exchange microsoft user access token to zoho's access token or auth token ( token should be user specific not super admin).

                                                                                                  • Important: DKIM verification needed for unauthenticated email domains

                                                                                                    Hi all, This post is to inform users who are currently using unauthenticated email domains as their sender email for their notifications. We have mandated DKIM verification for all domains used as sender email addresses for the outgoing emails by 01-Jan-2025.

                                                                                                  • How do I define a weekend

                                                                                                    I noticed the default for weekends does not seem to include Saturdays. How can i define weekends to include both Saturdays and Sundays? Thank you.

                                                                                                  • Assistance Required: Custom Model Record Not Visible in Zoho CRM Sandbox

                                                                                                    Dear Team, I hope this message finds you well. I have created a custom model in the Zoho CRM Sandbox account and am currently adding records to it using Python. While I am able to fetch the module data programmatically through Python, I am unable to see

                                                                                                  • Custom Status for Purchase Orders

                                                                                                    Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for tracking

                                                                                                  • Remove Address from credit card payment

                                                                                                    I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.

                                                                                                  • Top Menu Disappeared from Blog Page

                                                                                                    Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

                                                                                                  • Subforms and automation

                                                                                                    If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

                                                                                                  • My Zoho mail has been blocked for suspicious activity. cannot unblock it! need urgent help!

                                                                                                    Hi, I was accessing my email on an airplane which for some reason resulted in my mail being blocked. I have managed to unblock my incoming however outgoing is still blocked. I have contacted all your support emails but it still says contact support when I try to unblock outgoing emails. Its now been over 8 days with the same issue which is really serious as I'm not able to send several business emails during this period. I have followed all your steps to unblock this and contacted your support 5

                                                                                                  • Copy Widget to another Dashboard

                                                                                                    I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?

                                                                                                  • booking link that expires

                                                                                                    I have a suggestion that is  crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it only

                                                                                                  • Error while importing products Purchase Price: Value in the field does not match with the data type supported by us.

                                                                                                    I am trying to import items into zoho inventory using an excel spreadsheet. I keep getting this error Purchase Price: Value in the field does not match with the data type supported by us. no matter how i format the cells this comes up and will not import

                                                                                                  • Quotes Module - import data

                                                                                                    Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?

                                                                                                  • Year-End Wrap: Disconnect now; Reconnect later with Offline Mode

                                                                                                    🎄Happy Holidays🎄 Let's say you are travelling home to spend the holiday season with your loved ones. Before you even board the train, you check your phone only to find your inbox rapidly filling with urgent emails that need your attention. There’s no

                                                                                                  • Exploring SalesIQ's Top Features of 2024: An Insider's Look 🔍

                                                                                                    As we wrap up another year at Zoho SalesIQ, it's time to reflect on how far we've come. This year has been incredible for us in our journey to build a more powerful, flexible, and customer-centric engagement platform. We've introduced several features

                                                                                                  • Resource booking functionality questions

                                                                                                    I'm exploring the resource booking functionality in Zoho Bookings for my organisation's needs. I have a few questions about the available Zoho Bookings functionalities. Is it possible to force all users to sign up for an account before they book a resource?

                                                                                                  • How to create a Field with answers as Yes, No> Further if no is selected a new field to be visible to give details

                                                                                                    Dear All, I am creating a feedback form in HR Letter. The question is were you satisfied with the work allotted. Expected answer to this is Yes, No. Further if the response is no, then a field to be give to fill more details as to why no was selected.

                                                                                                  • Modify the way a phone number is shown in footer on ZOHO Booking Page

                                                                                                    The default display of the phone number field in the footer is not customer friendly - See image below. We would like it to use the accepted standards of phone number display: +61 (0)2 88545440, or allow us to choose. At the moment ZOHO Booking sets how

                                                                                                  • Zoho Bookings Multilingual ?

                                                                                                    Hello, Not sure if there is a way to do it currently, but it would be very helpful if Zoho bookings allowed multilingual translations so we could have our booking pages and notifications setup in multiple languages. Thanks,

                                                                                                  • Allow customers to choose meeting venue and meeting duration on booking page

                                                                                                    My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

                                                                                                  • Problem viewing document imported from google drive.

                                                                                                    Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a way

                                                                                                  • Two way sync Zoho Mail and Bookings

                                                                                                    Hi, I know it’s possible to view Bookings appointments in Zoho Mail, but is there a way to see my Zoho Mail meetings in the Bookings calendar?

                                                                                                  • Modifying iframe data of Zoho booking iframe

                                                                                                    Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a default

                                                                                                  • Sending my emails to Spam Folder

                                                                                                    I am loosing my business because of this issue, many of my customers are receiving their email in the spam sometimes no one checks them

                                                                                                  • Why can't I sync my Zoho Mail tasks and notes with my mobile device, and is there a way to fix this issue?

                                                                                                    I'm having trouble syncing my Zoho Mail tasks and notes with my mobile device. Despite following the usual steps, the tasks and notes don't appear on my phone. Is there a way to fix this issue? Regards, Adamjes, Tekskills India Pvt Limited, India.

                                                                                                  • Re: constant rejected email form and to my account

                                                                                                    Hi, have had several rejection when I sent an email to Zoho account as well as other people have sent emails to my as your health Centre they have account and all aspects have been ejected. i wonder why the email are rejecting to and from. If you see

                                                                                                  • How do I redeem credits?

                                                                                                    How do I redeem credits that are shown in billing section?

                                                                                                  • Introducing 'Queries' In Zoho CRM

                                                                                                    Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.

                                                                                                  • Next Page