{"id":452,"date":"2022-09-22T16:08:04","date_gmt":"2022-09-22T16:08:04","guid":{"rendered":"https:\/\/kb.axialcrm.com\/?p=452"},"modified":"2022-10-27T13:41:43","modified_gmt":"2022-10-27T13:41:43","slug":"oportunidades-en-un-crm","status":"publish","type":"post","link":"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/22\/oportunidades-en-un-crm\/","title":{"rendered":"Oportunidades en un CRM"},"content":{"rendered":"<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/kb.axialcrm.com\/wp-content\/uploads\/2022\/07\/Axial_Axial_original_respectarea-2-1024x514.png\" alt=\"\" class=\"wp-image-97\" width=\"256\" height=\"129\" srcset=\"https:\/\/kb.axialcrm.com\/wp-content\/uploads\/2022\/07\/Axial_Axial_original_respectarea-2-1024x514.png 1024w, https:\/\/kb.axialcrm.com\/wp-content\/uploads\/2022\/07\/Axial_Axial_original_respectarea-2-300x151.png 300w, https:\/\/kb.axialcrm.com\/wp-content\/uploads\/2022\/07\/Axial_Axial_original_respectarea-2-768x385.png 768w, https:\/\/kb.axialcrm.com\/wp-content\/uploads\/2022\/07\/Axial_Axial_original_respectarea-2-1536x771.png 1536w, https:\/\/kb.axialcrm.com\/wp-content\/uploads\/2022\/07\/Axial_Axial_original_respectarea-2.png 1941w\" sizes=\"auto, (max-width: 256px) 100vw, 256px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"has-text-color has-large-font-size\" id=\"Oportunidades-CRM\" style=\"color:#6ebeb1\"><a><\/a><strong>Oportunidades \u2013 Pipeline de ventas<\/strong><\/p>\n\n\n\n<p>Las&nbsp;<strong>Oportunidades<\/strong>&nbsp;son&nbsp;una&nbsp;parte&nbsp;fundamental&nbsp;de un sistema CRM.&nbsp;\u00c9stas&nbsp;le&nbsp;permiten&nbsp;realizar&nbsp;el&nbsp;seguimiento y&nbsp;gesti\u00f3n&nbsp;de&nbsp;todos&nbsp;sus procesos&nbsp;de&nbsp;venta.<\/p>\n\n\n\n<p>Normalmente, se registra una Oportunidad cuando se ha calificado y existe una perspectiva real de venta o \u00e9xito,&nbsp;a&nbsp;continuaci\u00f3n,&nbsp;puede proporcionar&nbsp;una&nbsp;previsi\u00f3n&nbsp;realista&nbsp;de&nbsp;los&nbsp;negocios&nbsp;potenciales&nbsp;y&nbsp;una&nbsp;herramienta&nbsp;de&nbsp;gesti\u00f3n&nbsp;directa&nbsp;de&nbsp;<em>pipeline<\/em>.<\/p>\n\n\n\n<p>Las&nbsp;Oportunidades&nbsp;le&nbsp;permiten&nbsp;realizar&nbsp;el&nbsp;seguimiento&nbsp;de:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Cada&nbsp;venta&nbsp;potencial,&nbsp;de&nbsp;principio&nbsp;a&nbsp;fin,&nbsp;por&nbsp;responsable&nbsp;comercial,&nbsp;zona,&nbsp;producto\u2026<\/li><li>Relacionando el contacto\/persona&nbsp;con su&nbsp;Organizaci\u00f3n<\/li><li>A&nbsp;qu\u00e9&nbsp;se&nbsp;deben&nbsp;las&nbsp;ventas,&nbsp;cu\u00e1ndo&nbsp;se&nbsp;generan&nbsp;y&nbsp;la&nbsp;probabilidad&nbsp;de&nbsp;\u00e9xito por estados<\/li><li>Previsi\u00f3n de ingresos&nbsp;por el estado en el que se encuentra<\/li><li>An\u00e1lisis de&nbsp;las ofertas&nbsp;seg\u00fan&nbsp;Persona,&nbsp;Producto, Responsable, \u00c1rea y\/o Zona.<\/li><\/ul>\n\n\n\n<p>&nbsp;En cada Oportunidad&nbsp;es posible:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Asignar&nbsp;un&nbsp;c\u00f3digo alfanum\u00e9rico para&nbsp;cada&nbsp;oportunidad&nbsp;creada<\/li><li>Adjuntar&nbsp;notas&nbsp;y&nbsp;documentos<\/li><li>Vincular&nbsp;actividades&nbsp;a la oportunidad&nbsp;para&nbsp;permitir&nbsp;la&nbsp;colaboraci\u00f3n&nbsp;del&nbsp;equipo<\/li><li>Crear&nbsp;documentos&nbsp;a&nbsp;partir&nbsp;de&nbsp;plantillas&nbsp;PDF&nbsp;con&nbsp;la fusi\u00f3n de los&nbsp;campos&nbsp;de&nbsp;la&nbsp;propia&nbsp;oportunidad.<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Crear&nbsp;sus&nbsp;propios&nbsp;<strong>procesos&nbsp;de&nbsp;embudo&nbsp;(<em>pipeline<\/em>)&nbsp;de&nbsp;ventas&nbsp;<\/strong>y&nbsp;a\u00f1adir&nbsp;listas&nbsp;de&nbsp;verificaci\u00f3n<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Enviar&nbsp;Correos&nbsp;electr\u00f3nicos&nbsp;y&nbsp;establecer&nbsp;Reuniones&nbsp;desde&nbsp;dentro&nbsp;de&nbsp;la&nbsp;oportunidad<\/li><\/ul>\n\n\n\n<h2 class=\"has-text-color wp-block-heading\" style=\"color:#6ebeb1\">Personalizaci\u00f3n de su Pipeline de ventas<\/h2>\n\n\n\n<p>Usted puede definir los&nbsp;estados\/niveles&nbsp;en&nbsp;su&nbsp;proceso&nbsp;de&nbsp;venta&nbsp;y&nbsp;los&nbsp;porcentajes de \u00e9xito&nbsp;que&nbsp;desea asociar a cada uno de ellos.<\/p>\n\n\n\n<p>Los&nbsp;estados \u00f3 niveles&nbsp;de Pipeline debe ser editables a la terminolog\u00eda que se use en nuestro negocio.&nbsp;Ya que&nbsp;normalmente en muchos CRMs hay&nbsp;valores&nbsp;y&nbsp;textos&nbsp;predeterminados&nbsp;aplicables&nbsp;para&nbsp;sus estados como&nbsp;punto&nbsp;de&nbsp;partida de&nbsp;su&nbsp;&nbsp;sistema.<\/p>\n\n\n\n<h1 class=\"has-text-color wp-block-heading\" id=\"soporte-CRM\" style=\"color:#6ebeb1\">Soporte&nbsp;y&nbsp;Consultor\u00eda<\/h1>\n\n\n\n<p>Esperamos que esta gu\u00eda le haya sido \u00fatil. Si necesita asistencia adicional, no dude en contactar&nbsp;con su asesor local de AXIAL CRM, para que le ayude a continuar avanzando con su sistema&nbsp;AXIAL CRM.<\/p>\n\n\n\n<p>Tenga en cuenta, que&nbsp;<strong>\u2018Ayuda y soporte\u2019&nbsp;<\/strong>del sistema (arriba a la derecha) es gratuita. All\u00ed&nbsp;encontrar\u00e1&nbsp;instrucciones&nbsp;detalladas&nbsp;yadem\u00e1s&nbsp;puede&nbsp;formular&nbsp;las&nbsp;preguntas&nbsp;que&nbsp;le&nbsp;surjan.<\/p>\n\n\n\n<p>Nuestro equipo de soporte de AXIAL-SOFT resuelve las&nbsp;<strong>consultas generales&nbsp;<\/strong>en un plazo de&nbsp;&nbsp;24-48 horas, generalmente v\u00eda correo electr\u00f3nico y\/o facilitando la documentaci\u00f3n en la que&nbsp;aparece&nbsp;detallado&nbsp;el&nbsp;proceso&nbsp;para&nbsp;resolver&nbsp;las&nbsp;consultasrealizadas.&nbsp;Adem\u00e1s,&nbsp;tiene&nbsp;a&nbsp;su&nbsp;disposici\u00f3n, tanto el nuestro sitio web como en su sistema y otros canales sociales, una serie dedocumentos y v\u00eddeos tutoriales de ayuda e inspiraci\u00f3n, de los que puede hacer uso en cualquier&nbsp;momento.<\/p>\n\n\n\n<p>Si desea asistencia por tel\u00e9fono, tiene preguntas espec\u00edficas, necesita formaci\u00f3n o la realizaci\u00f3n&nbsp;de&nbsp;trabajos&nbsp;sobre&nbsp;elestablecimiento&nbsp;o&nbsp;uso&nbsp;de&nbsp;su&nbsp;sistema,&nbsp;que&nbsp;generalmente&nbsp;requieren&nbsp;acceso&nbsp;a&nbsp;su sistema, no dude en contactar con nosotros. Disponemos de unos bonos de horas espec\u00edficos&nbsp;para este&nbsp;tipo&nbsp;de&nbsp;asistencia de&nbsp;consultor\u00eda&nbsp;y&nbsp;formaci\u00f3n.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Lea nuestra gu\u00eda de primeros pasos y aprenda como comenzar a usar AxialCRM de forma r\u00e1pdia y sencilla.<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[],"class_list":["post-452","post","type-post","status-publish","format-standard","hentry","category-terminologia"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Oportunidades en un CRM - Axial CRM Knowledge Database<\/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:\/\/kb.axialcrm.com\/index.php\/2022\/09\/22\/oportunidades-en-un-crm\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Oportunidades en un CRM - 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