Zoho CRM For Everyone (CRM4E): ¿Qué es y cómo usarlo en tu negocio?

Zoho CRM For Everyone (CRM4E): ¿Qué es y cómo usarlo en tu negocio?

¡Hola, Español Zoho Community! 

Hoy queremos hablaros sobre una de las novedades de Zoho CRM más interesantes: Zoho CRM for Everyone. Este lanzamiento entrega a cada equipo de las empresas un espacio propio para contribuir activamente, ya que permite a todos los equipos de una empresa, no solo a ventas, colaborar y coordinar esfuerzos desde un único lugar. 

Imagina que un gerente de cuentas puede solicitar una demostración de producto a un ingeniero, y que este último pueda seguir el progreso de la implementación con un especialista en onboarding. Todo esto, con un contexto completo del cliente y sin salir del CRM. ¡Te lo contamos al detalle!


¿Cómo funciona?
  • Módulos de Equipo: Cada equipo puede crear sus propios módulos personalizados para gestionar sus tareas específicas, siempre bajo la supervisión de TI.
  • Perfil de Solicitantes: Los miembros del equipo pueden solicitar fácilmente la ayuda de otros departamentos y seguir el estado de sus solicitudes.
  • Experiencia de Usuario Renovada: La interfaz ha sido rediseñada para ser más intuitiva y fácil de usar para todos los perfiles.

Beneficios Clave:

  • Mayor Colaboración: Rompe los silos y fomenta la colaboración entre equipos.
  • Mejor Experiencia del Cliente: Ofrece una visión más completa del cliente y permite una atención más personalizada.
  • Mayor Eficiencia: Reduce el tiempo dedicado a tareas administrativas y mejora la productividad, acelerando los ciclos de negociación con un seguimiento optimizado
  • Mayor Visibilidad: Permite a los equipos seguir el progreso de sus proyectos, tener control de su cartera de ventas y tomar decisiones más informadas.

¿Te gustaría que un experto de Zoho te forme en el uso de Zoho CRM for Everyone en persona y en español? ¡No te pierdas los ZUG Meetups en noviembre!
Si no te es posible asistir, no dudes en contactar con atención al cliente de Zoho para más información. 


Como dijo Mani Vembu, Director de Operaciones de Zoho, "Zoho CRM for Everyone rompe esos silos, para permitir que los diferentes equipos en un proceso de ventas contribuyan proactivamente al reducir la complejidad del CRM y promoviendo la integración".


En resumen, Zoho CRM for Everyone es una herramienta poderosa que te ayudará a mejorar la gestión de tus clientes y a impulsar el crecimiento de tu negocio. ¡Explóralo aquí! 

Beatriz Moya | Zoho España

Marketing Specialist

 





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