Tip #18: Etiqueta registros en Zoho CRM

Tip #18: Etiqueta registros en Zoho CRM

Tips and Tricks #18
Hola usuarios,

Antes que nada, deciros que espero que estéis todos bien y que estéis siguiendo las indicaciones de prevención y seguridad, para que pronto podamos volver a vivir con más normalidad. Por nuestra parte, llevamos tres semanas trabajando desde casa, y esperamos poder ayudar, ya sea con ideas y consejos, con programas como ESAP o con suites como Zoho Remotely. Por mi parte, este jueves os voy a mostrar un nuevo consejo de la serie Tips and Tricks para CRM que podéis utilizar para organizar vuestros registros. ¡Empezamos!

Tip #18: Etiqueta registros en Zoho CRM.
En este punto somos conscientes de que hay muchas formas de organizar los registros. Por una parte, podemos crear campos personalizados que sirvan para categorizar los registros de cualquier módulo, por los que podremos filtrar más adelante; también podemos dividirlos dependiendo de la fase en la que se encuentren en el canal de ventas; o incluso ordenarlos mediante puntuaciones según los criterios que hayamos determinado en las reglas de puntuación. Bien, hoy vamos a hablar de otra forma de categorizarlos: el uso de etiquetas.

Imagina que acabas de realizar un webinar al que se han registrado varios clientes potenciales, nuevos en tu CRM. La misma semana, también has lanzado una newsletter especial sobre un nuevo servicio al que esperas que se registren nuevos prospectos. Al final de la semana, tienes 50 nuevos registros en CRM que necesitas distinguir, no sólo para hoy, si no para futuras referencias a estas dos acciones: el webinar, y la newsletter. Una forma fácil de hacerlo es añadir una etiqueta a cada posible cliente que haga referencia a esas acciones. ¿Cómo?

Etiquetado de múltiples registros
  1. Ve al módulo de Posibles Clientes, y filtra o selecciona los registros que hayas obtenido de la una de las campañas: newsletter. En el siguiente ejemplo, se han filtrado los registros por fuente del posible cliente: Campaña (e-mail)
  2. Una vez los tengas seleccionados, en la parte superior puedes encontrar un botón llamado Etiquetas. Haciendo clic en el botón, selecciona la opción Agregar etiquetas.                                                                            
  3. Etiqueta a los registros con un nombre único para esta campaña, pero que a su vez siga un sistema de etiquetado para futuras ocasiones.



En este ejemplo, la newsletter ofrecía un servicio de compra de comida online especial para la cuarentena. Puedo etiquetar esta campaña como news_cuarentena_032020, de forma que puedo encontrar estos registros por tipo de campaña (newsletter), temática (cuarentena) o fecha (marzo de 2020).
​
    4.  Haz clic en Guardar.

Etiquetado individual
En caso de que te sea más cómodo etiquetar manualmente, registro por registro, puedes añadir las etiquetas de la siguiente forma:
  1. Selecciona el registro que desees etiquetar.
  2. Debajo del nombre del registro, en la carta de presentación, haz clic en Agregar etiquetas.                                                       
  3. Escribe el nombre de la etiqueta y haz clic en Guardar.

Una vez tengas los registros etiquetados, podrás filtrarlos también por etiqueta, o incluso crear informes usando esta etiqueta:



Para saber más sobre las etiquetas en CRM, puedes hacer clic en el siguiente enlace.

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

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