Discusiones de Crm Software

Would be great to have step by step plan with all the useful features. As for now we only do our newsletters through the Active campaign and only recently started to set automation.

Is it possible to track emails when sent from the Gmail app or Apple Mail app? IS there any way to make sure that all elements of an email conversation, regardless of platform (desktop, laptop, mobile, etc.) are being tracked across all devices

Calling function & mailing function for a team within the CRM users.

It's a very complete software, it has every tool required for digital marketing. I have actively used its email marketing solutions and they are very fluid

I request everyone who have expertise in this software to share their valuable tips for SAP

How can crea

Good communication skills is need

No

A CRM with email and sales automation keeps all your customer data organized in one platform. Manage your pipelines, update deals, and always follow up at the perfect moment. POPULAR FEATURES CRMWin Probability Lead ScoringAutomation

Encuentro muy redundante y que consume mucho tiempo copiar las notas de mi sistema telefónico en la descripción del caso e ingresar manualmente el tiempo dedicado a la llamada. Me gustaría tener una opción para que el sistema telefónico complete automáticamente la descripción del caso y el... Leer más

Nos gustaría comenzar a hacer automatización y nos gustaría un video que muestre todos los pasos.

Previously I tried to complete the ActiveCampaign course on the different tools to use and I saw that some of them only had a video showing what it was but no explanation of how to use it.

It´s not so intuitive to create a form and make it nice with design. AC need to make this process much more friendly.

hay muchos insectos

Like aweber does: include/exclude

Sales Dask es un sitio muy útil.

I have orders that have balances getting hung up in a few different balance sheet accounts, and following the workflow of those orders is incredibly difficult, making it hard to diagnose the problem.

My team is currently using Salesloft and PipeDrive and we are strongly considering transitioning to Hubspot as our CRM. I'm all ears to any advice on the Hubspot & Salesloft integration along with best practices.

I periodically call Nextiva and they say they are working on it. But they have been saying that for 1 year.

I have so many tasks and folders from 2020 that I would like to group them in 1 folder.

I wonder how a successful Adhoc customization would work when changing Zoho's underlying code.

Can this app be used by small retailers?

Porque la mayoría de las personas no conocen las habilidades de redes y tecnología, así que queremos consejos para negocios.

They often don't respond on time, and we need to highlight it. How to get the escalation matrix?

Necesito presentar la planificación de un año, para reflejar el calendario de marketing, relaciones públicas, campañas, etc. Necesito presentar todo el año buscando una vista panorámica y algunos detalles desde un nivel más bajo. Actualmente, estoy trabajando con CU y, en paralelo, creando... Leer más

Estoy luchando con múltiples versiones gratuitas de herramientas de gestión de proyectos. Las diferentes partes de nuestro equipo estaban trabajando con varias herramientas, y ClickUp ha sido excelente para satisfacer las necesidades de todos, proporcionando diferentes formas de ver proyectos y... Leer más

Despite its higher price tag, Salesforce Essentials receives our Editors' Choice award as a small business CRM solution because of its comprehensive feature set and well-thought-out deployment process.

I currently have last purchased, last engaged, product interest tagging, abandoned cart and the popups and sign up forms. Are there any other core automation and triggers that I should be using and how should I take advantage of the ones I am using to the fullest?

The and or or functions...

At the end of every mail, the reader can click "abmelden" oder "unsubscribe". How can I change the next page? I want to ask different questions and want to change the language for my German audience.

I think this is the problem when I try to log in and can't locate the name associated with the account.

Esto se refiere a la posible interacción con clientes que no tienen ningún conocimiento sobre cómo navegar en ClickUp.

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New to Prospect.Io but its a very efficient platform, gives me exactly what I need, access to leads and helps me generate bulk email campaigns in an automated fashion .it will be banifited for all

Porque una vez experimenté que, aunque no guardé la dirección de correo electrónico, aún así me quedé sin créditos.

I use to be confusedd with the pricing. Thinking it is a little expensive.

Usar Mailchimp correctamente para enviar boletines Enviar correo electrónico desde Gmail al registro de persona/organización en CRM

Quiero hacer un video y enviarlo masivamente a ciertos contactos, ya que los he organizado por vistas.

Nunca recibí mi locución gratuita. Gracias

What is the timeline for migrating companies from the old portal to the new Nextiva portal?

The dashboard has been a horror for me, as i cant manage my way into the things that i need as some options are hard to find, like the simple billing tab, i dont see it on the main dashboard, you have to find it deep within to actually get to it, also the main issue with the Credit Card, we... Leer más

For example, on a cell phone, when you are on an active call and receive an outside call, you would see that there is an incoming call, the phone number or name if registered, and you have options like: you can send the new call to a voicemail, you can accept the call by putting the active one... Leer más