{"id":6124,"date":"2022-08-18T13:04:43","date_gmt":"2022-08-18T18:04:43","guid":{"rendered":"https:\/\/m22.mx\/crm\/?p=6124"},"modified":"2023-06-26T20:33:03","modified_gmt":"2023-06-27T02:33:03","slug":"las-mejores-guias-para-entender-un-crm","status":"publish","type":"post","link":"https:\/\/m22.tech\/crm\/2022\/08\/18\/las-mejores-guias-para-entender-un-crm\/","title":{"rendered":"Las mejores gu\u00edas para entender un CRM"},"content":{"rendered":"\t\t
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<\/p>\n

La tecnolog\u00eda ha alcanzado ya a muchas empresas, pero para bien, ya que actualmente la implementaci\u00f3n de herramientas con Inteligencia Artificial (IA)<\/strong> ayudan a la automatizaci\u00f3n y la optimizaci\u00f3n de tareas, como los Customer Relationship Management (CRM)<\/strong>.\u00a0<\/p>\n

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El impacto actual de los CRM\u2019s se debe a que se tratan de herramientas que, como su nombre lo indica, gestionan la informaci\u00f3n de los clientes, pero m\u00e1s all\u00e1 de almacenar y mostrar informaci\u00f3n de contacto, los CRM\u2019s establecen relaciones con los clientes y hacen predicciones acerca de las necesidades de los clientes.\u00a0<\/p>\n

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Aprender a utilizar un CRM no es una tarea complicada, hoy en d\u00eda existen diferentes gu\u00edas y manuales que hacen que esta curva de aprendizaje sea m\u00e1s sencilla, pero claro que el primer factor es tener ya en mente el CRM que deseas como Odoo o Sales Cloud<\/strong>. Si en tu empresa desean o cuentan ya con la integraci\u00f3n de algunas estas herramientas, los manuales y gu\u00edas que te mostramos a continuaci\u00f3n son para ti, tambi\u00e9n puedes agendar una videollamada<\/a> con los expertos de la divisi\u00f3n de Third Party, de M22, para recibir una asesor\u00eda personalizada.<\/p>\n

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Gu\u00eda para esc\u00e9pticos sobre CRM <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Un primer paso para adentrarse en el mundo de los CRM\u2019s es la gu\u00eda para esc\u00e9pticos de Salesforce, donde de manera sencilla dan a conocer todo lo que necesitas saber de primera instancia sobre un CRM; por ejemplo, las ventajas que tiene para ti la implementaci\u00f3n de uno, c\u00f3mo identificar que tu empresa necesita uno con urgencia, cu\u00e1l es su impacto en la productividad de tus colaboradores, c\u00f3mo dise\u00f1ar una estrategia de venta a trav\u00e9s de un CRM y m\u00e1s. Esta gu\u00eda es un muy buen primer paso para conocer el alcance de los CRM y te ayudar\u00e1 a despejar las dudas b\u00e1sicas por las que puedes estar atravesando.\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Su gu\u00eda para la tecnolog\u00eda centrada en el cliente<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Ahora bien, si lo que deseas es conocer m\u00e1s sobre el CRM y su valor como tecnolog\u00eda esta gu\u00eda elaborada por John Durocher, vicepresidente ejecutivo de \u00e9xito con el cliente de Salesforce, te ayudar\u00e1 a entender m\u00e1s de cerca aspectos relacionados con c\u00f3mo trabajar para crear una pila tecnol\u00f3gica sencilla en la nube y centrada en alcanzar una perspectiva \u00fanica de sus clientes. Asimismo, toca puntos relacionados con c\u00f3mo mejorar la experiencia del empleado conlleva a una mejor experiencia del cliente. Leer esta gu\u00eda te ayudar\u00e1 a comprender que para dise\u00f1ar una excelente experiencia del cliente, no se debe dejar de lado a los colaboradores, pues con la implementaci\u00f3n de un CRM la productividad y la eficacia en el trabajo aumenta.\u00a0<\/span><\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Documentaci\u00f3n de Odoo<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Odoo es un Enterprise Resource Planning (ERP) con funcionalidades de CRM, \u2014<\/span> conoce m\u00e1s de Odoo con de Third Party de M22 <\/span><\/a>\u2014, en la documentaci\u00f3n que tienen disponible en internet puedes darte una idea de c\u00f3mo funciona, cu\u00e1les son sus funcionalidades y el impacto que puede llegar a tener en tu empresa. Tambi\u00e9n las personas con inter\u00e9s en la programaci\u00f3n, podr\u00e1n tener un panorama de c\u00f3mo funciona a nivel c\u00f3digo y c\u00f3mo pueden realizarse las integraciones con otras aplicaciones.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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B\u00e1sicos de Sales Cloud <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Adentrarse a un mundo nuevo supone tambi\u00e9n la adquisici\u00f3n y la adopci\u00f3n de un nuevo vocabulario, por lo cual, si est\u00e1s empezando con las primeras b\u00fasquedas de Sales Cloud, te recomendamos leer esta gu\u00eda para que te familiarices con conceptos b\u00e1sicos que involucran a Sales Cloud desde sus funcionalidades hasta su relaci\u00f3n con la IA.\u00a0<\/span><\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Recibir la orientaci\u00f3n de expertos<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Adem\u00e1s de leer las gu\u00edas que te mencionamos anteriormente, siempre ser\u00e1 una buena idea tener de cerca la asesor\u00eda de alg\u00fan experto. La divisi\u00f3n de Third Party de M22 es experta en llevar a cabo la transformaci\u00f3n digital mediante a trav\u00e9s de CRM\u2019s, ya que son partners de Salesforce y Odoo.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Implementar un CRM correctamente tendr\u00e1 un impacto positivo en la productividad de las ventas de tu negocio al igual que con el desempe\u00f1o de todos tus colaboradores. Cont\u00e1ctanos a trav\u00e9s de un<\/span> email<\/span><\/a>,<\/span> agenda una videollamada<\/span> <\/a>o escr\u00edbenos v\u00eda <\/span>WhatsApp<\/span><\/a>, estamos listos para crear un lazo de confianza contigo. <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Referencias<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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M22 Tech Consulting<\/span><\/p>\n

https:\/\/www.youtube.com\/channel\/UCtGRC2zeExdaRxkjCDEg3Gw<\/span><\/a>\u00a0<\/span><\/p>\n

MAILCHIMP<\/span><\/p>\n

https:\/\/mailchimp.com\/es\/crm\/what-is-crm\/<\/span><\/a><\/p>\n

SALESFORCE\u00a0<\/span><\/p>\n

https:\/\/www.salesforce.com\/es\/learning-centre\/crm\/crm-systems\/<\/span><\/a>\u00a0<\/span><\/p>\n

https:\/\/www.salesforce.com\/mx\/resources\/guides\/#!page=1<\/span><\/a> <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

La tecnolog\u00eda ha alcanzado ya a muchas empresas, pero para bien, ya que actualmente la implementaci\u00f3n de herramientas con Inteligencia Artificial (IA) ayudan a la automatizaci\u00f3n y la optimizaci\u00f3n de tareas, como los Customer Relationship Management (CRM).\u00a0 El impacto actual de los CRM\u2019s se debe a que se tratan de herramientas que, como su nombre […]<\/p>\n","protected":false},"author":1,"featured_media":6125,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[45,51],"tags":[],"class_list":["post-6124","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crms","category-odoo"],"yoast_head":"\nLas mejores gu\u00edas para entender un CRM - CRM + M22<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/m22.tech\/crm\/2022\/08\/18\/las-mejores-guias-para-entender-un-crm\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Las mejores gu\u00edas para entender un CRM - CRM + M22\" \/>\n<meta property=\"og:description\" content=\"La tecnolog\u00eda ha alcanzado ya a muchas empresas, pero para bien, ya que actualmente la implementaci\u00f3n de herramientas con Inteligencia Artificial (IA) ayudan a la automatizaci\u00f3n y la optimizaci\u00f3n de tareas, como los Customer Relationship Management (CRM).\u00a0 El impacto actual de los CRM\u2019s se debe a que se tratan de herramientas que, como su nombre […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/m22.tech\/crm\/2022\/08\/18\/las-mejores-guias-para-entender-un-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"CRM + M22\" \/>\n<meta property=\"article:published_time\" content=\"2022-08-18T18:04:43+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-06-27T02:33:03+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/m22.tech\/crm\/wp-content\/uploads\/2022\/08\/carlos-muza-hpjSkU2UYSU-unsplash.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2426\" \/>\n\t<meta property=\"og:image:height\" content=\"1728\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"s1lesforce\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"s1lesforce\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/m22.tech\\\/crm\\\/2022\\\/08\\\/18\\\/las-mejores-guias-para-entender-un-crm\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/m22.tech\\\/crm\\\/2022\\\/08\\\/18\\\/las-mejores-guias-para-entender-un-crm\\\/\"},\"author\":{\"name\":\"s1lesforce\",\"@id\":\"https:\\\/\\\/m22.tech\\\/crm\\\/#\\\/schema\\\/person\\\/502f0b213440da60de95c635e1a4271b\"},\"headline\":\"Las mejores gu\u00edas para entender un CRM\",\"datePublished\":\"2022-08-18T18:04:43+00:00\",\"dateModified\":\"2023-06-27T02:33:03+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/m22.tech\\\/crm\\\/2022\\\/08\\\/18\\\/las-mejores-guias-para-entender-un-crm\\\/\"},\"wordCount\":798,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/m22.tech\\\/crm\\\/2022\\\/08\\\/18\\\/las-mejores-guias-para-entender-un-crm\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/m22.tech\\\/crm\\\/wp-content\\\/uploads\\\/2022\\\/08\\\/carlos-muza-hpjSkU2UYSU-unsplash.jpg\",\"articleSection\":[\"CRMs\",\"Odoo\"],\"inLanguage\":\"es\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/m22.tech\\\/crm\\\/2022\\\/08\\\/18\\\/las-mejores-guias-para-entender-un-crm\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/m22.tech\\\/crm\\\/2022\\\/08\\\/18\\\/las-mejores-guias-para-entender-un-crm\\\/\",\"url\":\"https:\\\/\\\/m22.tech\\\/crm\\\/2022\\\/08\\\/18\\\/las-mejores-guias-para-entender-un-crm\\\/\",\"name\":\"Las mejores gu\u00edas para entender un CRM - 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