Community Digest Febrero 2024 - Todo lo nuevo en Zoho Community en Español: nuevo plugin, trucos, eventos, ¡y trainning!
Un mes más, ¡gracias a todos los miembros de Zoho en Español por vuestra colaboración! Vas a poder observar un aumento mes a mes en la cantidad y variedad de noticias y trucos que encontrarás en este espacio. Queremos que aproveches al máximo tus aplicaciones de Zoho para hacer tu día a día más productivo con menos carga de trabajo. ¡Vamos a ello! En esta edición:
- Obtén información sobre tus leads: plugin gratuito eInforma para Zoho CRM
- Aplicaciones Zoho más rápidas con más seguridad para tu empresa: uso óptimo de Oneauth
- Administra los roles en tus operaciones: Adapta los permisos según con tus requisitos en Zoho Creator
- Zoho CRM: Ven a los próximos Meetups y aprende cómo sacar el máximo provecho.
- Formación de Zoho CRM+ para ti y tu equipo: Zoho Workshops.
Obtén información sobre tus leads: plugin gratuito eInforma para Zoho CRM
Ya puedes disfrutar del nuevo plugin gratuito para Zoho CRM que se integra automáticamente con eInforma, lo que te permite obtener información de más de 500 millones de registros de empresas como las ventas del último balance, el número de empleados, el CNAE o la dirección fiscal.
Puedes obtener informes gratuitos y de pago sobre más de 300 millones de empresas en 200 países, así como acceder a datos de contacto, mercantil, oficial y de riesgo comercial.
¡Háblanos de tu experiencia con este plugin en los comentarios!
Uso óptimo de Oneauth
¿Todavía no usas Oneauth o tienes dudas sobre la misma? Echa un vistazo a este post sobre la aplicación de Oneauth y protege a tu empresa de cyber-amenazas, ya que aplica autenticación de varios factores. ¿Sabías que sólo alojamos tus datos en nuestros propios centros de datos de todo el mundo? ¡Tus datos están a salvo con el uso de cualquier Zoho App!
Administra los roles en tus operaciones en Zoho Creator
Hemos agregado una nueva función llamada "Administrar Roles" en la sección BI y Analytics en "Operaciones" en Zoho Creator. Esta función ofrece a los Super Admins y Admins una plataforma centralizada para crear y administrar roles personalizados. Los roles personalizados son roles establecidos en el nivel de cuenta, lo que le permite definir un conjunto único de permisos para sus usuarios. Con esta característica, puedes adaptar los permisos para cada rol personalizado de acuerdo con sus requisitos específicos.
Zoho CRM Meetups: descubre todos sus usos.
¿Listo para conectarte con otros usuarios y expertos?
- 5 marzo: Madrid
- 6 marzo: Valencia
- 8 marzo: Barcelona
Invitamos a los usuarios de Zoho a asistir de manera totalmente gratuita a los Zoho User Groups (ZUGs) Meetups, donde nuestros expertos os compartirán en directo los mejores trucos para maximizar las ventajas de distintas Zoho Apps - en esta ocasión, Zoho CRM. Queremos ayudaros a agilizar vuestros procesos, responder vuestras preguntas y, además, es una oportunidad de conectar con otros usuarios y expertos y pasar una mañana divertida.
Formación de Zoho CRM+ para ti y tu equipo: Zoho Workshops.
El 20 y 21 de mayo en Madrid organizamos el Workshop de Zoho CRM+ 2024.
Tanto si tu equipo ya es usuario y quieres brindarles formación para aumentar la automatización o quieres aprender sobre esta app para decidir si beneficiaría a tu empresa, no te puedes perder este evento. ¿Qué puedes esperar? Te lo contamos:
- Aprender cómo puedes unificar tus ventas, marketing, clientes y equipos de servicio para garantizar experiencias excepcionales a tus clientes.
- Conocer al equipo detrás de Zoho CRM+.
- Conocer a otros usuarios de Zoho CRM+.
- Obtener respuestas a tus preguntas sobre Zoho CRM+ por parte de nuestros expertos.
- Orientación experta.
¡Hasta la próxima!
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