Community Digest: un resumen de enero de 2020

Community Digest: un resumen de enero de 2020

Community Digest, enero 2020
¡Hola, miembros de la comunidad!

El mes de enero ha supuesto un mes de nuevos comienzos y planificación para el año 2020. También para nosotros, con la preparación de los meet-ups de principio de año, o de nuestro evento estrella, Zoholics España, que se celebra este próximo junio. En la comunidad hemos podido disfrutar de nuevo contenido, en forma de consejos y trucos de CRM, y por supuesto, de vuestras propuestas, ideas y consultas. A continuación un resumen de lo que pasado en enero de 2020:

En el apartado de consultas de CRM y CRM Plus, hemos tenido propuestas sobre aplicaciones útiles para recoger los leads que llegan a CRM a partir de distintas campañas de marketing. Con un tema similar, otra consulta trata cómo actualizar una hoja de Zoho Sheet cuando nuevos leads entran en CRM. Otro hilo de comentarios que puede resultar de interés para aquellas empresas que quieran integrar servicios de telefonía con Zoho CRM es el que se muestra en el enlace. En lo que respecta a casos de uso, hemos comentado cómo los Flujos de Trabajo o Workflows podrían ayudar a adaptar el CRM en el sector de bienes inmuebles.

En el subforo de Zoho One hemos comentado cómo integrar Zoho Sign en aquellos casos que se necesite recopilar la firma de cliente como conformidad por la finalización de un servicio.

En cuanto a nuestra serie de Tips and Tricks para CRM, hemos descubierto cómo personalizar las fases de Tratos u Oportunidades según el proceso utilizado en nuestra empresa; esclarecido cómo funciona la asociación múltiple de registros; y la relevancia de los filtros avanzados para encontrar información más fácilmente. Por último, hemos dedicado uno de los consejos al uso eficiente del calendario integrado en Zoho CRM.

Una mención especial va para la propuesta de tener una comunidad en español con usuarios que participen activamente, y en la que nos ayudemos mutuamente.

¡Y esto es todo por enero de 2020! ¿Que es lo que más os ha gustado? ¡Os leemos en comentarios!




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