Discussões de Crm Software

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Seems like there are other tools I'm not utilizing. I would love to start automating my marketing, but need some help...

Please don't recommend Zapier with Dialpad. It needs to work just like Ring Central does with Copper.

É muito inconveniente

I would really appreciate if you can list all the Artificial Intelligence features enabled in the Sales Hub.

Complete automation of sales followup?, How to task creation to be automated?, what is the best way to create the email sequences to the clients and automate the further followup with clients? like what is replied in the past and the system should send a followup email to client?

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Sem precisar entrar em cada registro, como você pode selecionar muitas pessoas em suas tarefas e inscrever todas de uma vez?

The pink Mail icon will show a number representing how many times the email was read, and expand to show a drop down with the option to open in Gmail. I don't understand why this option is not offered all the time, even when unread.

Sometimes our inbound leads will automatically come with 3 deals in the same name!

For example, if I have a list of tasks that need to be done, but need to be put on hold, is there a way for me to create a task of tasks that is only viewable to me and a few selected partners?

At some point, I would like to see an update to the interface to make the platform a bit more organized and easy to use. There is a lot of information and features so it can get confusing at times. I'd love to see a modern update to Salesforce at some time in the near future to help streamline... Leia mais

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Isso é tudo que tenho por agora. Ainda estou aprendendo.

Tentei apagar mensagens de voz, mas quando voltei mais tarde, essas mensagens ainda estavam listadas como presentes. Eu tinha muitas mensagens de voz antes de começarmos a usar este sistema e estava me perguntando se isso tinha algo a ver com esse problema. Gostaria de poder deletar as mensagens... Leia mais

Tenho feito a mesma coisa e provavelmente posso melhorar, mas não arranjo tempo para realmente avaliar, talvez você possa ajudar nisso.

Não tenho certeza se o Active Campaign possui esse recurso, mas gostaria de poder colocar meu formulário em uma página de destino para facilitar o acesso dos usuários para se inscreverem.

Por exemplo, qual é a melhor maneira de fornecer uma oferta que o assinante deve usar dentro de 2 semanas após entrar em uma automação?

Atualmente, preciso usar outras plataformas para ligar brevemente para clientes para ver prova de identidade ou outras coisas e estava me perguntando se valeria a pena dedicar tempo para expandir e oferecer um recurso de videoconferência segura através do aplicativo.

Certain emails you cannot include "RE" as a second drip campaign.

any advice on how to best nurture leads would be greatly appreciated

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What are your recommendations for the companies who want to use SDFC but are on low budget for contracting a CRM ?

Olá, gostaria de saber se vão subir formação em vídeo em espanhol. Obrigado

When will be possible to tag contacts through URL that they visit?

We're trying to train our users, but these 1:1 and group refreshers are eating my time, as the primary administrator. It would be great if there were solid, informative training videos on the various objects/fields/etc. that could help with the on-boarding of new users. My environment is very... Leia mais

Só precisamos de um site para integrar formulários, o que significa que só podemos fazer isso no Shopify Plus ($249), enquanto temos mais do que o suficiente no plano básico ($139), então isso significa um aumento mensal de $110 para um site. Por favor, adicione integração de dados profunda... Leia mais

How can we better manage communications with existing and potential clients, as well as projects and events? What other software should we consider integrating with Salesforce? Where can we find basic introductions to how to use Salesforce and what benefits it could bring to our firm? How can we... Leia mais

Hi - I would like to use some designer templates with AC for my emails. Can I import them if I buy them from another company/designer? Thanks

The loading circle is there like 5-30 seconds, each time i edit something. What can i do if some of my mails go into spam ?

Alguma ferramenta que possa ajudar a encontrar novos leads

Ao tentar vincular minha conta do Salesforce com o ActiveCampaign, encontrei uma barreira de pagamento que exigia que eu pagasse $10 pela integração se quisesse importar contatos automaticamente do ActiveCampaign para o Salesforce. Eu estava me perguntando se há alguma maneira de contornar isso... Leia mais

No. For outbound campaigns use another service, and not Salesforce Marketing Cloud— way too expensive for low results.

I'm having some trouble finding out how to set up a meeting I asked some of my colleagues and they said that there was no meeting option

I want to be able to begin tracking number of calls, number of inputed leads/week, number of emails sent, and number of new notes created so that we can better keep one another accountable and talk about those KPI's at our sales meetings. If I was able to do this effectively, we could create a... Leia mais

At times, I will have trouble getting the answer I need quickly for tech issues. The biggest challenge is figuring out which direction to take so that I can get support.

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Um proprietário de conta do Pipeliner pode procurar o contato de um público-alvo de outro usuário proprietário de uma conta do Pipeliner?

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Prompting your customers to go back to your site is often never enough. Most of them didn’t sign up in the first place for a reason! But providing them with some special signup offer or discount will definitely convert some of the people that may be on the fence about purchasing your product.

The most functional tool that I have found is knowing how you can filter.

From speaking with your help staff it sounds like I am not the only user that would like this capability. As a mentioned above I would at least appreciate a notification if a contact is added to a company when they were previously associated with a different company.

Ajuda a encontrar quando os termos de pesquisa estão acionando várias palavras-chave.

Alguém pode me ajudar a descobrir como entrar em contato com o suporte técnico?

Executar relatórios é difícil

minha pergunta é baseada nas modificações de aplicativos de CRM