Tip #12: Automatiza la generación de posibles clientes través de Redes Sociales

Tip #12: Automatiza la generación de posibles clientes través de Redes Sociales

Tips and tricks #12, adaptado de Vaagdevi
¡Hola a todos!

Esta semana quiero dedicar el post a aquellos profesionales de marketing y ventas que nos siguen. A aquellos que ponen tanto empeño en que cada newsletter y publicación en Twitter tenga los porcentajes de engagement más altos. Y es que hoy traigo un tip para recoger todas esas interacciones en redes sociales y que queden grabadas en CRM. ¿Cómo? Lo vemos a continuación.

Recordarte que no te olvides de consultar nuestra serie completa de Tips and Tricks de CRM.

Tip #12: Automatiza la generación de posibles clientes través de Redes Sociales.

Las redes sociales son, sin lugar a dudas, una mina de oro para obtener prospectos. Pueden ser una fuente muy efectiva de posibles clientes, pero sólo si accedes a la gente correcta en el momento adecuado. Con Zoho CRM, puedes olvidarte de la preocupación por perderte prospectos importantes en redes sociales.
Para conseguirlo, tenemos que acudir a lo que desde Zoho llamamos "reglas de automatización de red social". Estas son como las reglas de flujo de trabajo, pero siendo especialmente diseñadas para el contexto de redes sociales. Con estas reglas, puedes hacer que tu CRM añada los seguidores como posibles clientes de manera automática, siempre que cumplan X criterios. Estos son algunos ejemplos:
  • Si alguien menciona tu marca en Twitter, añadir automáticamente como posible cliente.
  • Si alguien hace retweet (RT) a tu tweet, añadir automáticamente como contacto.
  • Si alguien comenta en tu página de Facebook, añadir automáticamente como contacto.
También puedes añadir reglas de asignación para que estos posibles clientes y contactos "sociales" sean automáticamente asignados a tu equipo comercial. Veamos un ejemplo:

  1. Accede al módulo Social de tu CRM. Si no lo ves en la parte superior, haz clic en el desplegable indicado con el siguiente símbolo ( ... ).
  2. Asegúrate de que tus redes sociales están configuradas en tu CRM. Para hacerlo, ve primero a Configuración > Canales > Red Social, y hazlo desde la pestaña Configuración de marca.
  3. Una vez configurada, accede a la pestaña Automatizar la generación de posibles clientes y empieza a crear tu regla de flujo de trabajo. 


El ejemplo muestra dos tipos de posibles acciones realizadas por el usuario de Twitter. En caso de que la acción sea mencionar la marca, el usuario se convierte en posible cliente, y es asignado según una de las reglas de asignación existentes. En el ejemplo, asignar por interés (producto, servicio o ambos). En el segundo caso, si el usuario envía un mensaje directo se convertirá automáticamente en un posible cliente, y no será asignado (de momento).

No hace falta decir que esta simple regla de automatización puede ahorrar tiempo y esfuerzos de tu equipo de ventas.

Para leer más sobre cómo trabajar con las reglas de automatización de redes sociales, consulta el siguiente enlace.

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


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