Discusiones de Crm Software

Específico para quem trabalha com cursos online, seja ele em forma de lançamentos ou perpétuos, mas bem específicos em plataformas de vendas de curso, como hotmart, eduzz e etc...para assim as pessoas que utilizam saibam fazer essas automações mais assertivas nas suas vendas e na captação de... Leer más

¿Hay algún curso de Salesforce sobre análisis de datos a través de Salesforce CRM?

He eliminado algunas cosas en mi bandeja de entrada antes y desearía no haberlo hecho porque trato mi bandeja de entrada como mi lista de tareas diarias... Sé que existen tableros... pero me encanta usar mi bandeja de entrada por alguna razón. Déjame saber si esto tiene sentido/si tienes una... Leer más

El registro automático de correos electrónicos funciona para PC pero no para Mac, por lo que nuestros usuarios de Mac necesitan enviar manualmente una copia oculta (BCC) para registrar los correos electrónicos. ¿Cuándo se implementará el registro automático de correos electrónicos para Mac?

We currently have a parent project, followed by sub-projects which are organized in stagegate folders. I would like to be able to filter my table view to ONLY see active projects (exclude folders).

Specifically here looking for stuff like Docusign, Wesignature, Loom, Bombomb. Anything document e-signature oriented and anything asynchronous video-oriented.

Curious about lead scoring.

iOS App should prompt to log call when you call a contact from initiating within the app

Sistema de emisión de boletos, soporte de chat en vivo, asistente de múltiples agentes de soporte y muchas personalizaciones basadas en nuestros requisitos.

Aprender Keap es desafiante debido a la complejidad de las funciones ofrecidas. Los entrenadores son esenciales, pero un gráfico que muestre cómo se relacionan las piezas sería útil.

Es sabiado que siempre hay algo que nos parece imposible, pero como te a servido monday para ser mas organizado y cumplir tus metas

The best platform ini the world

We are using this tool on many systems; what is the best way to update it without affecting the services?

Trying to decide a cost/ROI as we are on a tight budget and can't commit to something that won't serve us the way we think it will. There is no lengthly trial for "integrate" so we don't know just how useful it will be.

Por ejemplo: agregar colores, fuentes, tamaño de celdas para informes que se pueden editar, aumentar más herramientas para usar antes de exportar a Excel.

I want to send follow-up emails to my clients automatically. Is there a product that integrates with ZOHO to build cadences?

Often there are formatting discrepancies when pasting, especially when highlighting and replacing words, and also with words merging together when pasting in grids

I want to create a DocuSign embedded signer component for community users. How can we keep it a reusable component available for everyone to use?

I´VE TRY TO CONECT BUT IT SEND ME TO ANOTHER APPS

I sometimes have issues with creating the right category filters and I am not sure how to check the effectiveness of the forecast.

Where is the information stored? How is the information shared? How can productivity be improved using Salesforce CRM?

I think this is the best now you should try it

The best way is to have

Cuando quiero enviar un correo electrónico, quiero usar la función de correo electrónico y no tener que usar la función de difusión y poder enviar archivos adjuntos.

Not even sure if I was to get a new one for you or if I could get you a copy and I am going in to the point where I can talk.

¿Has actualizado la interfaz de usuario?

If you Add Customer Satisfaction Rating Feature with Custom Development Possibilities, it will be more relevant to customers to review and rate on particular custom Development/Standard Development

Currently, we have a feature for managing bids and we would often require users to fill out a questionnaire, in the process of automating a survey of some sorts, what is the best way to go about doing this, using flow builder?

Ok

Application no work to family and friends

Are there clinics that have used Monday.com specifically for project management? If so, in what ways? Was it successful? It seems as though Monday.com has many templates for other businesses that have used the project management platform. There aren't any templates for healthcare specifically,... Leer más

I am receiving a lot of emails from Monday.com

Current order forms are nice but could add some functionality like order bumps and a sales funnel with up/down sells.

Since i am mostly accessible to my phone rather then work PC hence would like to know if the same PC settings could be made to mobile as well

I need help setting up my AMA and a few other things with Act!, but I can't seem to find an administrative assistant who is familiar with Act! I have tried Indeed and Upwork, and NO ONE is familiar with Act!. They all know SalesForce, Zoho and GoHiLevel, etc... but not Act!. Can you help?

The emails from my campaign pass the "spam filer" test but go unopened by many of my clients. Speaking with them, they check their spam folders and find the emails. I believe it is what it is, but does anyone have a proposed solution?

Are there ways that I can make my sequences more effective or timely as to when they are scheduled to go out?

It would be really useful if there was a guide on how to make the most out of tagging and how to set conditions for each group based on pixel tracking and engagement level.

We have a Twilio account, and I recently learned that you could set up AC with Twilio to do SMS automation. I am curious to see how hard or straight forward this setup would be. Also, if anyone has any case studies, that too would be great to learn how others have untilitze.

¿Cuál es la forma más eficiente o quizás un ejemplo de flujo de trabajo que ayudará a los PM a gestionar sus proyectos con Coordinadores vinculándolo a un backend existente o supongo cómo lo utilizan otras empresas de diseño de interiores?