Tip #23: Sobre la Vista de Kanban en Zoho CRM

Tip #23: Sobre la Vista de Kanban en Zoho CRM

Tips and tricks #23, adaptado de Aishwarya EK

¡Hola usuarios!

Una semana más presentamos un nuevo consejo para Zoho CRM, con el objetivo de que podáis aprender cómo usar mejor el software, de acuerdo a vuestras necesidades. Para ver los anteriores, haz clic aquí, y para no perderte ninguno, no olvides seguir a Español Zoho Community. 

Tip #23: Sobre la Vista de Kanban en Zoho CRM.

La cantidad de registros que una empresa puede llegar a tener en su CRM puede ser abrumadora. Por ejemplo, si estás en ventas y decides abrir varios módulos de tu CRM podrás ver cientos de registros, cada uno en diferentes etapas de tu canal de ventas. Si sólo se pudieran visualizar por etapas de forma automática... ¡espera, se puede! 

La Vista de Kanban de Zoho CRM te muestra todos los registros, agrupados en distintas categorías. Usarla te permite ver de una sola vez cómo está tu canal de ventas, y dónde están los embotellamientos o atascos que impiden que las ventas fluyan.



En este ejemplo hemos utilizado el módulo Tratos. Automáticamente, al cambiar la vista a Kanban los tratos se han agrupado por fase. Con un número mayor de registros, podría verse si los tratos quedan acumulados en una de las etapas y no avanzan a la siguiente, y analizar si existe algún problema por el que los tratos no quedan resueltos.

¿Qué otras funciones te pueden servir si usas la Vista de Kanban?

Cambia de fase con sólo arrastrar entre columnas.
En esta vista no necesitas entrar en el registro para cambiar la fase o el estado en el que se encuentra. Simplemente seleccionándolo y arrastrándolo a la columna que desees, cambiará su fase. 

Convierte contactos de otras fuentes a posibles clientes y contactos en tu CRM con un sólo clic.
Si tu Zoho CRM está conectado a otras aplicaciones desde las cuales pueden surgir nuevos contactos que no están registrados en el CRM, puedes añadirlos al mismo de forma sencilla.
  • Si utilizas la Vista de Kanban en SalesInbox, puedes añadir prospectos desde la categoría No en mi CRM como un nuevo prospecto, cliente o compañero de trabajo, simplemente arrastrando a la categoría que desees. Puedes encontrar más información en este enlace.
  • Si usas la vista de Kanban en el módulo Social, puedes añadir a las personas de la columna Desconocido y hacerlas nuevos posibles clientes o contactos, o asociarlas a posibles cliente sy contactos que se encuentren ya en tu CRM.

¡Y esto es todo por hoy! ¿Has probado la Vista de Kanban? Y si es así, ¿para qué la usas tú? Te leemos en comentarios.

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