Articles tagged "CRM (Customer Relationship Management)"

¿Qué es un CRM? La guía para principiantes sobre la gestión de relaciones con clientes

It's hard to imagine life today without the Contacts app on your phone. Phone numbers are hard enough to remember, let alone the email and mailing addresses for everyone you know.

The 6 best AI CRM tools in 2025

We put dozens of AI CRMs through the wringer and came up with a shortlist of the best AI customer relationship management platforms for you to try out.

What is CRM data quality? A complete guide to accurate customer data

Learn what CRM data quality is, why it's vital, and how to fix and prevent poor data with automation and best practices.

Cómo agregar datos automáticamente a Salesloft

Bridge the gap between data and revenue with Salesloft automation.

Guía de automatización de CRM

Automating your common CRM tasks—like putting in new contacts, adding leads to your email lists, and notifying your team—can free up your focus for your most important work.

Hackea tu CRM: construye un sistema automatizado de almacenamiento de archivos

Hackea tu CRM: crea tus propios informes personalizados sin los costes de empresa

Tired of pricey CRM upgrades just to access better reporting? Connect your CRM to Google Sheets or Zapier Tables, and instantly create customized, real-time reports.

Cómo crear un panel de control en Salesforce (y cuándo deberías hacerlo)

Salesforce dashboards let you take data from different reports and visualize them in different ways, so you can sort data in a way that makes the most sense for your team.

4 formas de automatizar Copper

Copper helps Google Workspace users manage their leads right where they already work. Connect Copper to Zapier and save your team's time with workflows that keep your CRM updated.

Cómo crear una hoja de cálculo de CRM en Hojas de cálculo de Google (+ plantilla gratuita de CRM)

Aprenda a crear una integración de hoja de cálculo usando Google Sheets con nuestra plantilla gratuita. Realice un seguimiento de las interacciones de los clientes y cree un panel de control utilizando nuestra guía paso a paso.