{"id":21657,"date":"2021-02-26T17:52:40","date_gmt":"2021-02-26T23:52:40","guid":{"rendered":"https:\/\/otech.uaeh.edu.mx\/noti\/?p=21657"},"modified":"2021-02-26T17:52:40","modified_gmt":"2021-02-26T23:52:40","slug":"como-hacer-email-marketing-con-un-crm-el-ejemplo-de-pipedrive","status":"publish","type":"post","link":"https:\/\/otech.uaeh.edu.mx\/noti\/ecommerce\/como-hacer-email-marketing-con-un-crm-el-ejemplo-de-pipedrive\/","title":{"rendered":"C\u00f3mo hacer email marketing con un CRM: el ejemplo de Pipedrive"},"content":{"rendered":"<p style=\"box-sizing: border-box; font-family: 'Open Sans', sans-serif; font-size: 16px; color: #484848; background-color: #ffffff; line-height: 1.7em !important; text-align: justify;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">A pesar de los a\u00f1os y del surgimiento de las nuevas tecnolog\u00edas y plataformas,\u00a0 <\/span><\/span><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">el canal de marketing digital que ha permanecido como uno de los m\u00e1s exitosos para mantener un contacto directo con los consumidores es el email<\/span><\/span><\/strong><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\"> : las campa\u00f1as de <\/span><a style=\"box-sizing: border-box; background: transparent; color: #000000; -webkit-tap-highlight-color: rgba(0, 0, 0, 0.3); font-weight: bold;\" href=\"https:\/\/marketing4ecommerce.mx\/email-marketing-en-el-2020\/\"><span style=\"vertical-align: inherit;\">email marketing<\/span><\/a><span style=\"vertical-align: inherit;\"> est\u00e1n m\u00e1s vigentes que nunca, y el pensar que est\u00e1n en desuso es un error que cometen muchas empresas.<\/span><\/span>\u00a0<!--more--><\/span><\/p>\n<p style=\"box-sizing: border-box; font-family: 'Open Sans', sans-serif; font-size: 16px; color: #484848; background-color: #ffffff; line-height: 1.7em !important; text-align: justify;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Adem\u00e1s, si combinamos <\/span><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\">el poder que un CRM puede brindar a este canal<\/span><\/strong><span style=\"vertical-align: inherit;\"> , las posibilidades para ayudar a los clientes a seguir por el embudo de ventas hasta la conversi\u00f3n son mucho mayores. <\/span><span style=\"vertical-align: inherit;\">Y si piensas que esta ser\u00e1 una tarea sumamente dif\u00edcil te tenemos buenas noticias: <\/span><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\">hacer email marketing con un CRM como <\/span><\/strong><strong style=\"box-sizing: border-box;\"><a style=\"box-sizing: border-box; background: transparent; color: #000000; -webkit-tap-highlight-color: rgba(0, 0, 0, 0.3);\" href=\"https:\/\/pipedrive.live\/m4e\"><span style=\"vertical-align: inherit;\">Pipedrive<\/span><\/a><\/strong><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\"> , es realmente sencillo.<\/span><\/strong><\/span>\u00a0\u00a0<strong style=\"box-sizing: border-box;\">\u00a0<\/strong><\/span><\/p>\n<h2 style=\"box-sizing: border-box; font-family: Montserrat, sans-serif; text-rendering: optimizelegibility; line-height: 31px; font-size: 27px; color: #161616; background-color: #ffffff; text-align: justify;\"><span style=\"color: #000000;\"><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">C\u00f3mo hacer marketing por correo electr\u00f3nico con Pipedrive<\/span><\/span><\/strong><\/span><\/h2>\n<p style=\"box-sizing: border-box; font-family: 'Open Sans', sans-serif; font-size: 16px; color: #484848; background-color: #ffffff; line-height: 1.7em !important; text-align: justify;\">\n<div class=\"cb-video-frame\" style=\"box-sizing: border-box; margin: 20px 0px; text-align: justify;\">\n<div class=\"fluid-width-video-wrapper\" style=\"box-sizing: border-box; width: 750px; position: relative; padding: 421.875px 0px 0px;\"><span style=\"color: #000000;\"><iframe id=\"fitvid0\" style=\"box-sizing: border-box; position: absolute; top: 0px; left: 0px; width: 750px; height: 421.875px;\" title=\"7 funciones avanzadas de CRM (Pipedrive) que Excel no puede ni so\u00f1ar\" src=\"https:\/\/www.youtube.com\/embed\/MDknxj_RYV0?feature=oembed\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/span><\/div>\n<\/div>\n<p style=\"text-align: justify;\">\n<p style=\"box-sizing: border-box; font-family: 'Open Sans', sans-serif; font-size: 16px; color: #484848; background-color: #ffffff; line-height: 1.7em !important; text-align: justify;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Una de las numerosas funciones que integra Pipedrive es la <\/span><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\">Sincronizaci\u00f3n de Correo Electr\u00f3nico<\/span><\/strong><span style=\"vertical-align: inherit;\"> , y en su plataforma puedes encontrar dos m\u00e9todos para gestionar las conversaciones que mantienes con tus clientes v\u00eda online: Sincronizaci\u00f3n de correo y Correo electr\u00f3nico CCO Inteligente.<\/span><\/span>\u00a0<\/span><\/p>\n<p style=\"box-sizing: border-box; font-family: 'Open Sans', sans-serif; font-size: 16px; color: #484848; background-color: #ffffff; line-height: 1.7em !important; text-align: justify;\"><span style=\"color: #000000;\"><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Para configurar la opci\u00f3n de sincronizaci\u00f3n de correo deber\u00e1s:<\/span><\/span><\/strong><\/span><\/p>\n<ul style=\"box-sizing: border-box; padding: 0px; margin: 15px 0px 15px 50px; list-style-position: inside; color: #484848; font-family: 'Open Sans', sans-serif; font-size: 16px; background-color: #ffffff; text-align: justify;\">\n<li style=\"box-sizing: border-box;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">En la plataforma ingresa a la secci\u00f3n <\/span><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\">&#8220;Herramientas y aplicaciones&#8221;<\/span><\/strong><span style=\"vertical-align: inherit;\"> y selecciona <\/span><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\">&#8220;Sincronizaci\u00f3n de correos electr\u00f3nicos&#8221;<\/span><\/strong><\/span>\u00a0\u00a0\u00a0<\/span><\/li>\n<li style=\"box-sizing: border-box;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Haz clic en el bot\u00f3n &#8221; <\/span><\/span><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">A\u00f1adir nueva cuenta&#8221;<\/span><\/span><\/strong><\/span><\/li>\n<li style=\"box-sizing: border-box;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Se abrir\u00e1 una nueva ventana en donde deber\u00e1s ingresar las credenciales de inicio de sesi\u00f3n de la cuenta de correo electr\u00f3nico que quieres sincronizar con Pipedrive.<\/span><\/span><\/span><\/li>\n<\/ul>\n<p style=\"box-sizing: border-box; font-family: 'Open Sans', sans-serif; font-size: 16px; color: #484848; background-color: #ffffff; line-height: 1.7em !important; text-align: justify;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Una vez que haya conectado tu cuenta de correo electr\u00f3nico, deber\u00e1s <\/span><\/span><strong style=\"box-sizing: border-box;\">\u00a0<span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">elegir tus correos electr\u00f3nicos ser\u00e1n sincronizados en la plataforma<\/span><\/span><\/strong><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\"> . <\/span><span style=\"vertical-align: inherit;\">Este proceso solo se realiza la primera vez, as\u00ed que deber\u00e1s elegir con cuidado:<\/span><\/span><\/span><\/p>\n<ul style=\"box-sizing: border-box; padding: 0px; margin: 15px 0px 15px 50px; list-style-position: inside; color: #484848; font-family: 'Open Sans', sans-serif; font-size: 16px; background-color: #ffffff; text-align: justify;\">\n<li style=\"box-sizing: border-box;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Todos los correos: con esta elecci\u00f3n cada email de tu cuenta, tanto entrantes como salientes, se sincronizar\u00e1n con Pipedrive<\/span><\/span><\/span><\/li>\n<li style=\"box-sizing: border-box;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Solo los correos con ciertas etiquetas: te permite elegir las etiquetas en tu correo electr\u00f3nico y seleccionar las que quieres que se sincronicen con Pipedrive.<\/span><\/span><\/span><\/li>\n<\/ul>\n<p style=\"box-sizing: border-box; font-family: 'Open Sans', sans-serif; font-size: 16px; color: #484848; background-color: #ffffff; line-height: 1.7em !important; text-align: justify;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Tambi\u00e9n puedes elegir <\/span><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\">a partir de cu\u00e1ndo quieres que se sincronicen tus correos electr\u00f3nicos<\/span><\/strong><span style=\"vertical-align: inherit;\"> (ahora, un mes, tres o 6 meses atr\u00e1s), si s\u00f3lo quieres que se sincronicen los correos electr\u00f3nicos con direcciones asociadas con un contacto en Pipedrive, o si todas las personas en tu base de datos, cuenta con una secci\u00f3n de seguimiento, que te permitir\u00e1 monitorear si el contacto ha abierto tu correo electr\u00f3nico, o incluso si ha hecho clic en los enlaces que has mandado.<\/span><\/span>\u00a0\u00a0<\/span><\/p>\n<p style=\"box-sizing: border-box; font-family: 'Open Sans', sans-serif; font-size: 16px; color: #484848; background-color: #ffffff; line-height: 1.7em !important; text-align: justify;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Tambi\u00e9n cuenta con <\/span><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\">una sincronizaci\u00f3n con calendario<\/span><\/strong><span style=\"vertical-align: inherit;\"> , que te permite acceder a una <\/span><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\">agenda inteligente<\/span><\/strong><span style=\"vertical-align: inherit;\"> que puedes configurar f\u00e1cilmente para realizar un seguimiento efectivo de cada cliente durante el <\/span><a style=\"box-sizing: border-box; background: transparent; color: #000000; -webkit-tap-highlight-color: rgba(0, 0, 0, 0.3); font-weight: bold;\" href=\"https:\/\/marketing4ecommerce.mx\/que-es-el-buyer-journey\/\"><span style=\"vertical-align: inherit;\">customer journey.<\/span><\/a><\/span>\u00a0\u00a0\u00a0\u00a0<\/span><\/p>\n<p style=\"box-sizing: border-box; font-family: 'Open Sans', sans-serif; font-size: 16px; color: #484848; background-color: #ffffff; line-height: 1.7em !important; text-align: justify;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Una vez que se haya establecido la sincronizaci\u00f3n estar\u00e1s listo para comenzar con tus campa\u00f1as de email marketing con Pipedrive.<\/span><\/span><\/span><\/p>\n<h2 style=\"box-sizing: border-box; font-family: Montserrat, sans-serif; text-rendering: optimizelegibility; line-height: 31px; font-size: 27px; color: #161616; background-color: #ffffff; text-align: justify;\"><span style=\"color: #000000;\"><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Automatizaci\u00f3n del flujo de trabajo para enviar campa\u00f1as de email marketing<\/span><\/span><\/strong><\/span><\/h2>\n<p style=\"box-sizing: border-box; font-family: 'Open Sans', sans-serif; font-size: 16px; color: #484848; background-color: #ffffff; line-height: 1.7em !important; text-align: justify;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Con la funci\u00f3n de <\/span><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\">Automatizaci\u00f3n del flujo de trabajo<\/span><\/strong><span style=\"vertical-align: inherit;\"> de algunos planos de Pipedrive es posible enviar campa\u00f1as de email a tus clientes potenciales a peque\u00f1a escala, por ejemplo, <\/span><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\">enviar un email a un contacto una vez que haya pasado una etapa espec\u00edfica del embudo de ventas<\/span><\/strong><span style=\"vertical-align: inherit;\"> , con lo que ahorrar\u00e1s tiempo y esfuerzo.<\/span><\/span>\u00a0\u00a0\u00a0<\/span><\/p>\n<p style=\"box-sizing: border-box; font-family: 'Open Sans', sans-serif; font-size: 16px; color: #484848; background-color: #ffffff; line-height: 1.7em !important; text-align: justify;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Pero debes tener en cuenta que la Automatizaci\u00f3n del flujo de trabajo no est\u00e1 espec\u00edficamente dise\u00f1ado como una herramienta de env\u00edo masivo de emails, ya que Pipedrive a\u00fan est\u00e1 sujeto a las restricciones de env\u00edo y recepci\u00f3n de la cuenta de email que hayas sincronizado.<\/span><\/span><\/span><\/p>\n<p style=\"box-sizing: border-box; font-family: 'Open Sans', sans-serif; font-size: 16px; color: #484848; background-color: #ffffff; line-height: 1.7em !important; text-align: justify;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Pero no te preocupes, que si necesitas enviar una campa\u00f1a masiva puedes utilizar la funci\u00f3n Email de grupo de Pipedrive, o <\/span><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\">integrar aplicaciones de terceros para que accedas a estas funciones.<\/span><\/strong><\/span>\u00a0<\/span><\/p>\n<h2 style=\"box-sizing: border-box; font-family: Montserrat, sans-serif; text-rendering: optimizelegibility; line-height: 31px; font-size: 27px; color: #161616; background-color: #ffffff; text-align: justify;\"><span style=\"color: #000000;\"><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Env\u00eda emails de grupo en Pipedrive<\/span><\/span><\/strong><\/span><\/h2>\n<p style=\"box-sizing: border-box; font-family: 'Open Sans', sans-serif; font-size: 16px; color: #484848; background-color: #ffffff; line-height: 1.7em !important; text-align: justify;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Lo \u00fanico que tienes que hacer para utilizar la funci\u00f3n de <\/span><\/span><strong style=\"box-sizing: border-box;\">\u00a0<span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Env\u00edo de correos electr\u00f3nicos de grupo<\/span><\/span><\/strong>\u00a0<span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\"> es seleccionar varios contactos ya sea en la pesta\u00f1a &#8220;Negocios&#8221;, en &#8220;Contactos&#8221; o en la pesta\u00f1a &#8220;Acciones&#8221;. <\/span><span style=\"vertical-align: inherit;\">Una vez hecho esto <\/span><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\">aparecer\u00e1 en el bot\u00f3n &#8220;Enviar email de grupo&#8221;<\/span><\/strong><\/span>\u00a0<\/span><\/p>\n<p style=\"box-sizing: border-box; font-family: 'Open Sans', sans-serif; font-size: 16px; color: #484848; background-color: #ffffff; line-height: 1.7em !important; text-align: justify;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Puedes elegir hasta cien contactos para enviar un correo electr\u00f3nico. <\/span><span style=\"vertical-align: inherit;\">Una vez que ha seleccionado la opci\u00f3n, deber\u00e1s proporcionar los detalles relevantes sobre el email que quieras enviar, como es <\/span><\/span><strong style=\"box-sizing: border-box;\">\u00a0<span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">la plantilla de email,<\/span><\/span><\/strong>\u00a0<span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\"> o si deseas que el email aparezca como visible para otros usuarios de Pipedrive, Tras proporcionar estos datos, podr\u00e1s pulsar el bot\u00f3n \u201cEnviar mensaje\u201d.<\/span><\/span><\/span><\/p>\n<p style=\"box-sizing: border-box; font-family: 'Open Sans', sans-serif; font-size: 16px; color: #484848; background-color: #ffffff; line-height: 1.7em !important; text-align: justify;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Como puedes ver, <\/span><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\">una herramienta de CRM como Pipedrive permite agilizar los contactos de email marketing directamente en su plataforma<\/span><\/strong><span style=\"vertical-align: inherit;\"> , logrando una sincronizaci\u00f3n perfecta tanto con el equipo de ventas como para llevar un seguimiento preciso y personalizado de cada cliente y en donde se encuentra en el embudo de ventas para realizar las acciones necesarias para su conversi\u00f3n y fidelizaci\u00f3n.<\/span><\/span>\u00a0<\/span><\/p>\n<p style=\"box-sizing: border-box; font-family: 'Open Sans', sans-serif; font-size: 16px; color: #484848; background-color: #ffffff; line-height: 1.7em !important; text-align: justify;\"><span style=\"color: #000000;\"><span style=\"vertical-align: inherit;\"><span style=\"vertical-align: inherit;\">Para que puedas comprobarlo en persona, hemos hablado con Pipedrive y nos han ofrecido probar su herramienta durante un mes de forma gratuita, adem\u00e1s <\/span><strong style=\"box-sizing: border-box;\"><span style=\"vertical-align: inherit;\">de contar con un 25% de descuento en la primera compra con el c\u00f3digo PIPEM4C desde <\/span><\/strong><strong style=\"box-sizing: border-box;\"><a style=\"box-sizing: border-box; background: transparent; color: #000000; -webkit-tap-highlight-color: rgba(0, 0, 0, 0.3);\" href=\"https:\/\/pipedrive.live\/m4e\"><span style=\"vertical-align: inherit;\">el siguiente enlace.<\/span><\/a><\/strong><\/span>\u00a0<strong style=\"box-sizing: border-box;\">\u00a0<\/strong><\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"color: #000000;\">Fuente:\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"color: #000000;\">Galeano, S. (2021b, febrero 26). C\u00f3mo hacer email marketing con un CRM: el ejemplo de Pipedrive. Recuperado 26 de febrero de 2021, de https:\/\/marketing4ecommerce.mx\/como-hacer-email-marketing-con-un-crm-el-ejemplo-de-pipedrive\/<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A pesar de los a\u00f1os y del surgimiento de las nuevas tecnolog\u00edas y plataformas,\u00a0 el canal de marketing digital que ha permanecido como uno de los m\u00e1s exitosos para mantener un contacto directo con los consumidores es el email : las campa\u00f1as de email marketing est\u00e1n m\u00e1s vigentes que nunca, y el pensar que est\u00e1n [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":21659,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[423],"tags":[],"class_list":["post-21657","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ecommerce"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>C\u00f3mo hacer email marketing con un CRM: el ejemplo de Pipedrive - 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