Tip #15: Utiliza la información de tus visitantes web en Zoho CRM

Tip #15: Utiliza la información de tus visitantes web en Zoho CRM

Tips and tricks #15, adaptado de Aishwarya EK
¡Hola!

Bienvenidos a nuevo capítulo en la serie de Tips and Tricks de CRM en español. El tip de esta semana se basa en la integración de dos de nuestras aplicaciones: Sales IQ y CRM. Para aquellos que no lo sepan, Sales IQ es nuestra aplicación para el seguimiento de visitantes web y chat en línea. Al usarla en tu página web, puedes recoger más información sobre tus visitantes (posibles prospectos) y clientes, y usarla en tu CRM. Para más información sobre SalesIQ, haz clic aquí.

Tip #15: Utiliza la información de tus visitantes web en Zoho CRM.
Cuando tu trabajo se basa en atender y vender a los clientes en una tienda física, la mayor parte del tiempo puedes detectar si alguien está interesado en comprar algo, o simplemente está "mirando". A partir de ahí, puedes adaptar tu mensaje. Sin embargo, cuando tu trabajo se realiza a través de una tienda online o telefónicamente, nunca puedes estar del todo seguro. Al menos, hasta que tengas acceso a la información contextual de su visita. Esta información de visitante web dentro de Zoho CRM aumenta tus posibilidades de alcanzar a tus posibles clientes y llevarlos a la conversión a cliente. Veamos cómo:

Identifica a los Visitantes Online
Cuando lo tienes todo a punto para empezar a vender, encontrarte con posibles clientes o clientes no interesados podría desanimarte. Este es un truco que puede salvar el día - busca los puntos verdes en los módulos correspondientes.



Los puntos verdes significan que tus posibles clientes o contactos están viendo tu web en estos momentos - por lo que es muy probable que estén abiertos a recibir tu llamada. O si lo prefieres, puedes usar la opción de enviar un correo masivo haciendo clic en Seleccionar "Todos los contactos en línea" al marcar uno de ellos (ver en la parte superior).



Usa los filtros avanzados basados en parámetros de Seguimiento de Visitantes web
Estos parámetros, que pueden encontrarse entre los filtros avanzados, pueden ayudarte cuando quieras incrementar tus oportunidades de conversión de posibles clientes. Algunos ejemplos son:

Caso 1: Visitantes de larga estancia
Cualquier visitante que haya pasado mucho tiempo en tu página web es con bastante certeza un caso de prospecto. Puedes filtrar en el módulo de Posibles Clientes según su Tiempo medio de Permanencia (Minutos) y Días visitados.



Caso 2: Chats perdidos
No permitas que ningún chat perdido se permita en una oportunidad perdida - más si uno de los contactos que ha iniciado el chat está relacionado con una de tus oportunidades más grandes. Utiliza el filtro avanzado de Chats Perdidos en los módulos de Tratos y Contactos para identificarlos.



¡Adelante! Usa la información de tus visitantes web en tu CRM. Puedes encontrar más información sobre las vistas de CRM en este enlace.

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

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