Recursos de Software de CRM
Haz clic en Artículos, Términos del Glosario, Discusiones, y Informes para ampliar tus conocimientos sobre Software de CRM
Las páginas de recursos están diseñadas para brindarle una visión general de la información que tenemos sobre categorías específicas. Encontrará artículos de nuestros expertos, definiciones de funciones, discusiones de usuarios como usted, y informes de datos de la industria.
Artículos de Software de CRM
10 Best CRM Software I Found After Testing 30+ CRMs
Choosing the best CRM software can feel overwhelming. With countless options on the market, it’s easy to get lost in features, pricing models, and promises.
por Sudipto Paul
15 Best Free CRM Software in 2024
As a salesperson in a small business, you juggle endless spreadsheets, a flooded inbox, and constant pressure from leadership and clients alike. Plus, your budget stays tiny. The result? Missed opportunities, wasted time, and burnout.
por Devyani Mehta
What Is Marketing Attribution? How to Measure It
Each stage of the sales funnel—from awareness to consideration to purchase—requires a unique strategy.
por Lauren Pope
Sales Prospecting: Tips and Techniques for a Valuable Pipeline
Maintaining a healthy sales pipeline hinges on effective sales prospecting
por Mary Clare Novak
Permission Marketing: How to Earn Customer Trust With Ease
Nobody likes being a member of a captive audience.
por Lauren Pope
What Is ERP Implementation? Steps, Strategies, and Risks
The implementation of a software system—particularly one as complex and expansive as an Enterprise Resource Planning (ERP)—requires a holistic knowledge of not only the software in question but also an intense understanding of your organization’s business operations and workflows.
por Piper Thomson
10 Best Free Email Marketing Software in 2024
Do you cringe at the thought of one-size-fits-all email blasts? We feel you. From juggling complex automation and segmenting audiences to personalizing messages and analyzing campaign performance – marketers have to do it all. But when your budget limits your potential, frustration sets in faster than you can say unsubscribe.
por Washija Kazim
10 Ways to Make Your Next Sales Negotiation a Win-Win
The likelihood of someone signing the first draft of a sales contract is slim.
por Mary Clare Novak
What is CRM? How It Helps Boost Sales and Efficiency
Getting a customer to buy your solution is only half the battle.
por Mary Clare Novak
Sales Cadence That Closes Deals. Best Practices And Examples
When distributing fresh leads to a sales team, you wouldn’t want to give reps a list of valuable prospects’ contact information and say go nuts.
por Mary Clare Novak
16 Best CRM Software in India for 2024
Businesses must put relationships over results, which isn’t to say results don’t matter. They do. But do you know what drives those results?
por Washija Kazim
10 Best CRM Software in Australia for 2023
Keeping track of your customers on a neverending Notes list no longer cuts it.
por Tanuja Bahirat
Claim Peace of Mind: Decode the Work of Insurance Adjusters
Like the saying, "When life gives you lemons, make lemonade," we often find ways to make the best out of difficult situations.
por Devyani Mehta
Recap of Dreamforce 2022: Innovation and Sustainability
Innovation and sustainability were two major themes at the annual Salesforce event, Dreamforce 2022. Industry conferences typically see the host company promoting its brand by handing out company swag to attendees. Dreamforce 2022 opted instead to focus on Salesforce's sustainability efforts by announcing plans to plant trees for each attendee as part of the company goal to plant one trillion trees by 2030 and provide donations to local public schools. In addition, the company that has helped fuel the CRM Software category announced updates and innovations to its product offerings, including Slack, Salesforce Sales Cloud Unlimited, and of course, Salesforce Genie.
por Blue Bowen
How to Prevent Customer Churn With Retention Marketing
Attracting new customers is cool and all, but do you know how to keep them around?
por Lauren Pope
Increased Adoption of Lead-to-Account Matching and Routing Leads to New G2 Category
It’s no secret that it can be quite difficult to manage all inbound leads into an organization. When a lead form from a survey or marketing event is completed, the lead often populates in the CRM software or other related sales account management software. While this lead populates in a CRM, sales and marketing departments spend lots of time to find the correct account that matches with the lead, as well as the salesperson who should be responsible for reaching out to that lead.
por Michael Gigante
Sales Operations: Your Behind-the-Scenes Revenue Generator
A lot happens behind the scenes of a sales department.
por Mary Clare Novak
Why Customer Relationship Management (CRM) Is Still Relevant
Customer relationship management (CRM) software is not a new technology. It first made its debut in the mid-'80s before the term CRM was even coined. The combination of database marketing and contact management was handy in a world just realizing the utility of relatively small and inexpensive desktop computers; businesses haven’t looked back since.
por Marshall Lager
How Gartner Got Confused: Sales Engagement Is Not Sales Enablement
All jokes aside, it’s a confusing time for sales professionals trying to find tools that can help them sell to buyers who just don’t behave like they used to.
por Michael Fauscette
Email Marketing Fundamentals: Your Guide
Think of all that goes into your brand’s marketing strategy.
por Rob Browne
How to Build a Successful Business Development Team
Every business wants to acquire more customers, right?
por Izabelle Hundrev
How to Choose the Best Sales Technology for Your Industry
Not all industries are the same, and their tech stacks shouldn’t be either. There are many vertical industry software products for most departments of a company, such as accounting, logistics, and HR, but industry-specific sales tech is often ignored.
por Gabriel Gheorghiu
Términos del Glosario de Software de CRM
Discusiones de Software de CRM
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Pregunta sobre: Workbooks
Outlook Integration?Do you have integration with Outlook and what does it provide ?
Workbooks se integra con MS Outlook en 4 días: Correo electrónico, Calendario, Contactos y tareas, permitiendo a un usuario con un simple clic sincronizar información dentro o fuera de Workbooks desde Outlook. Esto se logra utilizando nuestro conector de Outlook en la PC, que sincroniza registros para el usuario que son relevantes para ellos y permite al usuario usar Outlook sin conexión y en línea con Workbooks. Incluso sin Outlook, Workbooks incluye una funcionalidad de Dropbox de correo electrónico que permite a cualquier cliente de correo copiar correos electrónicos en el sistema CRM de Workbooks fácilmente.
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Pregunta sobre: Pipedrive
What is the best way to use email marketing with Pipedrive?We are using a silver plan and cannot upgrade to Gold for now. We are getting difficulties in running email campaigns through Pipedrive and they are not allowing the integration in this plan as well.
Utilizamos la función de CAMPAÑAS de Pipedrive dentro de Pipedrive para enviar correos electrónicos masivos/personalizados con campos de 'fusión'. La interfaz y el constructor son robustos y similares a las plataformas de correo electrónico masivo independientes. Una característica agradable es el seguimiento de APERTURAS y CLICS como una 'campaña', pero también por PERSONA individual para que puedas hacer un seguimiento con las personas que han abierto o no los correos electrónicos.
PD no es un ESP, por lo que no es bueno para el marketing por correo electrónico. Usamos PD en OpenMoves y desarrollamos la integración más ajustada. Consulta OpenMoves en el portal de socios de PD y es una integración de un solo clic.
Salesflare es como Pipedrive, pero se mantiene actualizado por sí mismo. Y tiene esta increíble funcionalidad de flujos de trabajo/secuencias de correo electrónico integrada.
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Pregunta sobre: Workbooks
Is it easy to integrate web forms on our site to feed straight into Workbooks and to automatically allocate a lead to the right sales rep?We use WordPress on our website. Is it easy to map across the data capture fields?
Sí, mapear datos de un formulario web para alimentar directamente en Workbooks es un requisito común y se facilita ya que proporcionamos el código del formulario web para que lo incrustes en tu sitio web.
Hay un plugin de Wordpress para Workbooks que maneja esa parte también, disponible en http://wpworkbooks.com/
Una vez que un lead está en Workbooks desde tu sitio web, podrías ponerlos en una cola para que los usuarios extraigan leads o usar un script de asignación automática para asignar el lead a la persona correcta basado en tus propias reglas como código postal, industria, tamaño, etc.
Además, usar la funcionalidad Web2Lead en Workbooks permite la creación automática de un Lead como resultado de que alguien envíe un formulario en tu sitio web. Además, puedes integrar Google Analytics, lo que mejora la funcionalidad, permitiéndote capturar información sobre cómo los visitantes llegaron a tu sitio web, que luego puedes filtrar e informar dentro de Workbooks.
Informes de Software de CRM
Mid-Market Grid® Report for CRM
Winter 2025
Informe de G2: Grid® Report
Grid® Report for CRM
Winter 2025
Informe de G2: Grid® Report
Enterprise Grid® Report for CRM
Winter 2025
Informe de G2: Grid® Report
Momentum Grid® Report for CRM
Winter 2025
Informe de G2: Momentum Grid® Report
Small-Business Grid® Report for CRM
Winter 2025
Informe de G2: Grid® Report
Enterprise Grid® Report for CRM
Fall 2024
Informe de G2: Grid® Report
Small-Business Grid® Report for CRM
Fall 2024
Informe de G2: Grid® Report
Mid-Market Grid® Report for CRM
Fall 2024
Informe de G2: Grid® Report
Grid® Report for CRM
Fall 2024
Informe de G2: Grid® Report
Momentum Grid® Report for CRM
Fall 2024
Informe de G2: Momentum Grid® Report