{"id":455,"date":"2022-09-22T16:27:18","date_gmt":"2022-09-22T16:27:18","guid":{"rendered":"https:\/\/kb.axialcrm.com\/?p=455"},"modified":"2022-11-24T15:39:12","modified_gmt":"2022-11-24T15:39:12","slug":"informes-en-un-crm","status":"publish","type":"post","link":"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/22\/informes-en-un-crm\/","title":{"rendered":"Informes en un CRM"},"content":{"rendered":"
\n
\"\"<\/figure>\n<\/div>\n\n\n

La principal funcionalidad de un CRM a valorar quiz\u00e1 sea la creaci\u00f3n de \u201cInformes configurables\u201d<\/strong> debe ser posible crear\/dise\u00f1ar sus propios informes. Esta funcionalidad le permitir\u00e1 a usted crear sus propios informes sin ayuda externa, a no ser que as\u00ed lo prefiera. Y poder crear tantos informes como desee y restringir el uso para ciertos usuarios, grupos de usuarios o \u00e1reas.<\/p>\n\n\n\n

Informes<\/strong><\/h1>\n\n\n\n

Informes propios<\/h1>\n\n\n\n

Si dispone la funcionalidad para crear informes en su sistema dispondr\u00e1 en el listado de la gesti\u00f3n de informes.<\/p>\n\n\n\n

Los Informes permiten a los usuarios analizar los datos del sistema en detalle. Los informes pueden incluir algunas funciones o acciones de c\u00e1lculo y pueden agrupar y resumir datos. Es importante que desde sus sistema CRM y con el permiso suficiente pueda exportar los resultados del Informe a formato Excel.<\/p>\n\n\n\n

Adem\u00e1s, los informes pueden utilizarse para modificar registros, borrar registros, crear actividades y reuniones de forma masiva, para realizar un env\u00edo segmentado\/ masivo de correo electr\u00f3nico, as\u00ed como dise\u00f1ar gr\u00e1ficos, embudos de ventas (pipeline), mapas asociados a coordenadas ,  previsiones y mucho m\u00e1s.<\/p>\n\n\n\n

Si al contrario elige los criterios en la misma caja (separadas por O<\/strong>) el informe incorpora los datos que se ajustan a uno u otro<\/p>\n\n\n\n

Tenga en cuenta: <\/em><\/strong>Si crea o elige un informe de tipo entidad = \u201cContactos\u201d, podr\u00e1 crear una lista para contactar telef\u00f3nicamente o enviar correo electr\u00f3nico a personas. Del mismo modo, ser\u00e1n asequibles tanto los datos de organizaciones como depersonas y actividades, si elige actividades como tipo de datos.<\/p>\n\n\n\n

Importante<\/u><\/em><\/strong>: El sistema contiene muchos campos de datos para organizaciones, personas, etc. Normalmente no va a querer visualizar todos los datos disponibles en el informe. Aunque potencialmente puede elegir cuantos campos desee mostrar en el informe, aconsejamos sea los m\u00e1s expl\u00edcito y coherente para garantizar a los usuarios un correcto y eficaz an\u00e1lisis de los datos.<\/p>\n\n\n\n

Tipo de Informes  <\/p>\n\n\n\n

Muchas veces vamos a desear analizar datos por l\u00edneas (Informes)<\/strong>, es clave para el \u00f3ptimo an\u00e1lisis de los datos que van siendo a\u00f1adidos al sistema, disponer de unos cuantos listados optimizados a nuestras necesidades es la clave del \u00e9xito de un CRM, ya que de este modo poder sacar conclusiones y adelantarnos en la toma de decisiones mucho antes que nuestros competidores.<\/p>\n\n\n\n

Pero en ocasiones, desearemos ver estos datos en modo gr\u00e1fico (Gr\u00e1fico)<\/strong> o incluso analizarlos en un mapa o regi\u00f3n geogr\u00e1fica (Mapa).<\/strong> Para ello, su sistema CRM debe permitirle optar desde el propio informe activar cualquiera de las 3 opciones de visualizaci\u00f3n de los datos del informe.<\/p>\n\n\n\n

S\u00f3lo ser\u00e1 necesario hacer clic una o varias de las opciones disponibles y cumplimentar los par\u00e1metros o filtros<\/p>\n\n\n\n

Desde este modo, las opciones del informe nos permiten:<\/p>\n\n\n\n

    \n
  1. Informes\/Listados<\/strong><\/li>\n<\/ol>\n\n\n\n

    Los informes nos devolver\u00e1n los listados que hemos deseado filtrar, aqu\u00ed si tenemos permisos podremos realizar acciones como, exportar el informe, eliminar datos segmentados, modificar masivamente un dato\u2026<\/p>\n\n\n\n

      \n
    • Gr\u00e1ficos<\/strong><\/li>\n<\/ul>\n\n\n\n

      Podremos generar gr\u00e1ficos seleccionando el tipo de gr\u00e1fico, agrupar los datos o filtrar por cualquier tipo de campo deseado.<\/p>\n\n\n\n

        \n
      • Mapa<\/strong><\/li>\n<\/ul>\n\n\n\n

        La opci\u00f3n de mapa nos va a permitir posicionar los datos en un mapa asociado a Google maps mediante las  coordenadas GPS  asociadas a la organizaci\u00f3n e incluso a las reuniones\/visitas comerciales. (Funci\u00f3n Tracking, consulte con su consultor)<\/p>\n","protected":false},"excerpt":{"rendered":"

        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-455","post","type-post","status-publish","format-standard","hentry","category-terminologia"],"yoast_head":"\nInformes 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\/informes-en-un-crm\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Informes en un CRM - Axial CRM Knowledge Database\" \/>\n<meta property=\"og:description\" content=\"Lea nuestra gu\u00eda de primeros pasos y aprenda como comenzar a usar AxialCRM de forma r\u00e1pdia y sencilla.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/22\/informes-en-un-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Axial CRM Knowledge Database\" \/>\n<meta property=\"article:published_time\" content=\"2022-09-22T16:27:18+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-11-24T15:39:12+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kb.axialcrm.com\/wp-content\/uploads\/2022\/07\/Axial_Axial_original_respectarea-2-1024x514.png\" \/>\n<meta name=\"author\" content=\"Michel Monserrate\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"Michel Monserrate\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/22\/informes-en-un-crm\/\",\"url\":\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/22\/informes-en-un-crm\/\",\"name\":\"Informes en un CRM - 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