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Automatización de embudo de ventas de etapa a etapa

Introducción

La automatización de la fase de ventas se logra construyendo el proceso de ventas en el generador de campañas. Los pasos de la fase de ventas pueden iniciar la automatización, integrando su proceso de ventas directas en su estrategia global de automatización de marketing. Cuando un representante de ventas mueve el escenario en un registro de oportunidad, Infusionsoft puede iniciar la automatización que actualiza las etiquetas, envía un correo electrónico al prospecto, inicia una nueva secuencia de campañas, envía mensajes de notificación internos, asigna tareas a otros usuarios y más.

Puede adjuntar acciones al movimiento en una etapa específica, o fuera de una etapa específica. Cuando planifica la estrategia de automatización de marketing para su proceso de ventas directas, pregúntese:

 - ¿Es la acción apropiada independientemente de la siguiente etapa? Si la siguiente etapa es irrelevante, entonces asignará la acción al movimiento OUT OF del escenario. Esto es menos común.

Primero, descargue la campaña prearmada desde el mercado de Infusionsoft. Esto le dará una plantilla para comenzar a personalizar.

Instrucciones paso a paso

1 - Ir a Marketing> Campaign Builder en el menú principal de navegación

2 - Haga clic en Obtener plantillas de campaña.

3 - Busque la campaña Automatizar oportunidades e instalarla.

4 - Esta campaña comienza cuando una oportunidad se traslada a la etapa Nueva Oportunidad.

5 - Observe cómo cada cambio de etapa tiene una secuencia de campaña correspondiente que automatiza el seguimiento y otros procesos empresariales.

6 - Puede agregar más objetivos de escenario y secuencias de campaña para desarrollar su proceso de ventas.

7 - Simplemente arrastre un objetivo o una secuencia de campaña al lienzo del generador de campañas.

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