What are online management systems?

What are online management systems?

Overview

Have you ever stopped to think about what they are for and how they could make life easier for the members of your company or organization? Today, we want to tell you. And we’ll also give you a brief summary of what we have available at TecnoSoluciones.com.

The world has changed, and your company needs to change too. You can’t stick with closed systems, outdated platforms that don’t optimize resources, or, even worse, third-party technologies that can compromise security. That’s why you need to elevate your organization’s level by using online management system platforms.

Companies that have chosen to reinvent themselves to grow or those that are emerging in this new globalized environment require the use of Intranet systems and software that allow them to stay one step ahead. To achieve this, they need to have online management systems and understand how they work.

How Online Management Systems Work and How They Can Help

Primarily, one of the most important aspects is that online management systems are based on cloud platforms. This allows for proper resource management from anywhere. The physical barrier of an office has ended with the use of these technologies.

Furthermore, these platforms enable knowledge management and the development of the human team. This includes document storage, distribution, and control; management of technological resources; internal user support; and project and production management.

Some of TecnoSoluciones’ Online Management Platforms Include:

We want to show you these online management platforms for several reasons, with the main one being that we use them every day in our company’s operations. This has allowed us to achieve high levels of efficiency and productivity with our remote team located in different countries.

·         TecnoIntranet: This is a collaborative portal for Intranets that provides significant benefits to companies or institutions that implement this methodology and technology to improve their productivity. An Intranet is a collaborative portal in which members of an organization can interact with each other and manage internal resources. With TecnoIntranet, you can do this too.

 

·         TecnoCloud: This is a platform for managing electronic files in private clouds. With it, teams can easily access data from anywhere and any device. This platform enables cloud file management for corporate intranets.

 

·         TecnoOffice: This is the cloud-based office file editing platform that allows you to easily edit documents from any internet-connected device. The platform provides the most secure way to create, edit, and collaborate on business documents online. Plus, it’s 100% compatible with MS Office or Google Docs formats.

 

·         TecnoMeetings: This is the platform for virtual meetings through video conferencing for intranets that offers incredible features for remote work. For example, real-time exchange of audio, video, presentations, and screens, along with collaboration tools like whiteboards, shared notes, surveys, meeting rooms, and even session recording for later playback. The platform extends these core features to engage participants in learning.

 

·         TecnoITM: This is a web-based solution that allows you to manage your information technology and communications (ITC) infrastructure through a simple online interface. The platform receives automatic reports from devices connected to your network and user requests. With our IT resource management platform, you can effectively manage your technological resources, maintain proper control of your hardware and software, and provide technical support to your users more efficiently.

 

·         TecnoHRM: This is a tool that provides a wide range of features for managing an organization’s human capital. It’s perfect for aligning human resources processes with the company’s objectives for improved performance through remote work.

 

·         TecnoMensajería: This is an instant messaging platform that allows users to send and receive text messages over the internet. It uses chat rooms for team-based communication and communication channels. TecnoMensajería offers a wide range of advanced features and integration with other systems.

 

·         TecnoAutómata: This is a Platform for Workflow Automation that handles both internal data elements and interconnects data and actions across multiple digital platforms on the internet. TecnoAutómata is considered a No-Code Development Platform (NCDP) that allows both programmers and non-programmers to create application software through graphical user interfaces and configuration, without having to write computer programming.

 

These online management platforms are designed to help organizations streamline their operations, improve collaboration, and enhance productivity. Whether it’s managing files in the cloud, conducting virtual meetings, or automating workflows, these platforms offer a wide range of capabilities to meet the needs of modern businesses.

If you’re interested in learning more about these platforms or how they can benefit your organization, you can visit TecnoSoluciones.com for additional information and resources.

In conclusion, online management systems have become essential tools for modern businesses, offering the flexibility, efficiency, and collaboration capabilities needed in today’s digital age. By embracing these platforms, organizations can stay competitive and adapt to the changing business landscape.

If you have any specific questions or need further information about any of the mentioned platforms or related topics, feel free to ask.

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Email-marketing remains an effective strategy

Email marketing remains an effective strategy

Over time and with the emergence of new tools, applications, and platforms, we tend to believe that some of the strategies that have always been used may yield fewer results. This has happened with email marketing, which might already be seen as a classic. But today, we want to show you how this is a strategy that is still relevant and effective.

Email marketing has been used in digital advertising strategies since 1971 when the American computer scientist Tomlinson, after much research, created software capable of sending text messages between computers. As you can imagine, this was a revolutionary invention, but it was only accessible to a privileged few who had access to these computers and systems.

In 1990, things began to change, and email marketing started its journey to stardom. During this decade, computers began to gradually invade households. Its use became more common among ordinary users. Then, the big leap came with the first commercial email provider, Microsoft. Its evolution has not stopped since then.

What is Email Marketing and Why Is It So Important

Email, in itself, is one of the most powerful communication tools available to all of us. It allows for highly effective and long-lasting communication. It is easy to use and allows us to reach almost anywhere.

Email marketing, on the other hand, is the use of email tools leveraged in a marketing strategy to disseminate messages about our products or services. These can be highly effective and, furthermore, it is one of the best channels available for building strong relationships with your target audience.

However, for its use to be effective, we must create strategies that can engage people with them. Especially because , today, the number of emails sent per day is 4.5 billion and continues to grow. Of these, about 90% are spam, that is, they are messages that we have not requested or authorized to send us.

Advantages of Email Marketing

Email marketing offers numerous advantages, which is why it remains a relevant and effective marketing strategy. Here are some of its key advantages:

  • 1. Direct Communication: Emails allow you to communicate directly with your audience. Unlike social media, where algorithms can limit your reach, emails land directly in your subscribers’ inboxes.
  • 2. High ROI: Email marketing typically offers a high return on investment (ROI) compared to other marketing channels.
  • 3. Targeted Messaging: You can segment your email list and send personalized messages to specific groups, increasing the relevance of your content.
  • 4. Automation: You can set up automated email sequences to nurture leads, onboard new subscribers, and more, saving you time and effort.
  • 5. Measurable Results: Email marketing platforms provide detailed analytics, allowing you to track open rates, click-through rates, and conversion metrics.
  • 6. Builds Trust and Loyalty: Consistent and valuable email communication can help build trust and loyalty with your audience over time.

These advantages demonstrate why email marketing is still relevant and valuable for businesses and marketers.

Tips for Effective Email Marketing

To make the most of your email marketing efforts, consider these tips:

  • 1. Build a Quality Email List: Focus on growing a list of subscribers who are genuinely interested in your content or products. Avoid purchasing email lists.
  • 2. Create Engaging Content: Craft compelling and relevant email content that provides value to your subscribers.
  • 3. Personalize Your Emails: Use recipient names and segment your list to deliver personalized messages.
  • 4. Optimize for Mobile: Ensure your emails are mobile-friendly since many people check their emails on smartphones.
  • 5. Use A/B Testing: Experiment with different subject lines, content, and send times to optimize your email campaigns.
  • 6. Comply with Regulations: Ensure your email marketing complies with data privacy regulations like GDPR or CAN-SPAM.
  • 7. Analyze and Iterate: Regularly analyze your email campaign performance and make improvements based on data.

By following these best practices, you can harness the power of email marketing to effectively reach and engage your audience.

Challenges in Email Marketing

While email marketing offers many benefits, it also comes with its share of challenges:

  • 1. Email Deliverability: Ensuring that your emails reach the recipient’s inbox and avoid being marked as spam can be a constant challenge.
  • 2. Content Relevance: Keeping your email content relevant and engaging to your audience requires ongoing effort and creativity.
  • 3. Subscriber Engagement: Encouraging subscribers to open, click, and take action in your emails can be a constant challenge.
  • 4. Compliance: Staying compliant with data protection regulations requires careful monitoring and adherence to rules.
  • 5. Competition: The sheer volume of emails people receive means you’re competing for attention in crowded inboxes.

Despite these challenges, with the right strategies and tools, email marketing can remain a highly effective marketing channel.

Conclusion

Email marketing, despite its long history, remains a highly relevant and effective marketing strategy. It offers direct communication, high ROI, and the ability to build strong relationships with your audience. To succeed in email marketing, focus on building a quality email list, creating engaging content, and staying compliant with regulations. Despite challenges, email marketing continues to be a valuable tool for businesses and marketers.

I hope this information helps you understand the importance of email marketing and how to use it effectively in your marketing strategy.

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Real estate agent or real estate builder? We have the digital platform for you

Real estate agent or real estate builder? We have the digital platform for you

If you are a real estate agent, own a real estate agency, or a real estate construction company, TecnoSoluciones has the ideal digital platform for you. It’s called a specialized web portal with specific features for this sector.

The name of this digital platform is TecnoInmuebles, and it is designed to help your real estate company grow and digitally transform, especially if you are part of this important sector of the economy.

Why Do I Need a Real Estate Specialized Portal

Specialized portals have features tailored to specific business models.

In the case of companies involved in the sale, rental, or construction of real estate, they require digital platforms with specialized features in the field. Modules that allow sellers to highlight the virtues of properties and enable potential buyers to have a connecting experience.

Let’s Talk About TecnoInmuebles

With TecnoInmuebles, you can structure the menu by type of operation: purchase, rental, or sale. This way, people will have the option to filter information precisely for what they are looking for. Additionally, TecnoInmuebles features a powerful search engine with filters that allow users to locate properties by location, type, price range, and many other attributes.

Featured properties can also be showcased in the homepage carousel. Here, promotions or key information related to marketing strategies can be highlighted.

When looking at property details, users can click to view the available image gallery, as well as information about location, area, number of rooms, bathrooms, and other features.

Furthermore, you can add additional services and a description, upload videos or virtual tours, property blueprints, and even downloadable items. You can share this information on social media and also find related or similar properties.

Added Value of the TecnoInmuebles Platform

On the side, you can add valuable information such as pricing, the current state of the property, or contact details. A valuable feature is that users can add properties to their favorites and use a tool to compare between 2 or more options, which is very useful for undecided prospects.

Users can also contact the responsible real estate agent via a form or through WhatsApp. Additionally, you can create all the necessary pages, such as about us, blog, contact, etc.

Getting to Know Your Real Estate Agent is Vital

Buying a property is not an easy decision, it’s not like buying shoes or clothing. That’s why it’s vital that buyers feel confident about the people who are selling to them.

With TecnoInmuebles, you can create profiles for real estate agents or brokers working in the company. You can include their resumes, experience, successful deals, satisfied clients, contacts, and more.

Take a Step Ahead in the Real Estate Sector

At Tecnosoluciones, we offer you the technology of TecnoInmuebles so that you can easily showcase properties for sale, purchase, or rental. With this technology, you can stay at the forefront of the real estate sector, and undoubtedly, your sales will increase.

If you found this information valuable or would like to get in touch with us about this or other topics, contact us. And if you’re interested in discovering everything we have to offer, visit our store. We look forward to serving you!

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We will coordinate a meeting with a Senior Consultant from our team, who will answer your questions about it, guiding you as necessary; In addition, we will provide you with the downloadable video of the session.

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Differences between virtual reality and augmented reality

Differences between virtual reality and augmented reality

Surely in recent years you have heard a lot about these two terms: Virtual Reality and Augmented Reality. We can infer that it is something that has to do with technology, but it could cost us a little to differentiate them first-hand. Today we want to talk about these two terms so you can already learn their differences.

What is Virtual Reality?

When we talk about Virtual Reality, we often think of science fiction films, however, today it is a technology that is present in our lives. Video games, medicine, education, are some of the sectors that have used it most strongly.

Virtual Reality, often abbreviated as (VR), is the technology that allows us to create a virtual world from scratch. Set with everything we want. But it’s a fantastic world.

It is an environment of scenes and objects that have a real appearance, but are generated by computer technology. The user must wear a device, which is usually a pair of glasses, or a helmet, which gives the feeling of being immersed in that environment.

Virtual Reality allows us to immerse ourselves in fantasy worlds, as if we were the characters of this one; we can learn to disarm a machine, to operate a heart or improve a sports training. The potential of this technology is endless.

Contrary to what many people may believe, it is considered that one of the first Virtual Reality devices, or sensory immersion, was Sensorama. It was a machine that was invented in the mid-1950s. It had a built-in seat, played 3D movies, emanated smells, and generated vibrations to make the experience as vivid as possible.

Uses of Virtual Reality

  • The video game industry is the market that has evolved the most thanks to virtual reality. The industry moves millions of dollars and its public is willing to invest large amounts in it.
  • Sensory meditation through VR immerses the user in a world of sensory experiences.
  • The tourism industry offers virtual tours to its customers so that they can more easily decide the destination to visit.
  • Cinema is another industry that has taken advantage of VR very strongly, although its profitability has made it difficult to massify.
  • The real estate sector has an important way of boosting sales here, making potential customers able to see the properties in VR.
  • Stores in virtual reality. Shopping from home, but as if you were in the store, will take the lead with great force in the coming years.

What is augmented reality?

Augmented Reality, which is usually abbreviated (AR), is the technology that allows us to superimpose virtual elements on our vision of reality. Always through the use of an electronic device that helps us combine the virtual and physical dimensions.

Augmented Reality adds virtual elements, additional information, in the form of graphics, texts or images, to our real environment. It offers interactive user experiences, but is much less immersive.

The term was coined in 1992 by scientist and researcher Thomas P. Caudell during the process of developing one of the most famous airplanes in the world: the Boeing 747.

Uses of Augmented Reality

  • Museums bring to life or offer information about their works of art.
  • The uses in advertising are endless. Virtual testers, interactive campaigns, bringing a product to life, etc.
  • Doctors can visualize organs in 3D, or consult the patient’s history during surgery.
  • Automobile companies offer their buyers the possibility to visualize their future car, adapted to their tastes.
  • Architects project how a work will look, depending on the decisions made, in real time. It also allows sellers to project what a residential complex that is not yet built will look like.
  • Students who access infographics or 3D images to be able to understand in detail.
  • Athletes can explore routes and plan their activities.
  • Instant translations for travelers.
  • Security facial scanners to recognize a person’s face and see what’s in databases.
  • Scientists and engineers can receive visual instructions while repairing something or executing a procedure.
  • Identify what is in front of you, for example, streets, monuments, elements in the sky such as constellations, etc.

Differences between virtual reality and augmented reality

Virtual reality

  • Create a new reality
  • Wear specific devices, such as glasses.
  • Total immersion
  • More entertainment-focused

Augmented Reality

  • Change the Reality
  • Use devices within everyone’s reach: phones, tablets
  • Partial immersion
  • More focused on marketing, education and science

Once the concepts have been analyzed, and although they have a quite similar name, their characteristics and objectives are very different. While Virtual Reality creates a new environment, and totally detached from the real world; Augmented Reality includes additional digital components in the physical world that surrounds us.

Importantly, both technologies require a technological intermediary to access them, but offer totally different user experiences.

Virtual Reality and Augmented Reality are technologies that are here to stay. Some with more followers and detractors than the other, both are already part of the daily life of many cities. And the most likely thing is that, over the years, it will become more and more familiar to all of us.

How about the article? Great thing about virtual reality and augmented reality. If you found this information interesting, or you want to communicate with us about this, or other topics, contact us. And if you want to know everything we can offer you at TecnoSoluciones.com, go to our store. We will wait for you!

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Power your organization’s CRM with expert extensions

The dream of all those who work with a powerful tool such as a CRM is that it facilitates their processes. Obviously, without sacrificing the quality of the work. In this case, follow up with prospects and customer relationships. To achieve this, you need to power your organization’s CRM with expert extensions. Today we explain everything to you.

What is an extension?

Extensions are applications that are installed on a website or browser, and that, like mobile apps, fulfill functions that are very specific. They are designed to enhance the user experience and to meet a particular need. For example, downloading a file or displaying statistics.

Sometimes extensions are installed automatically with certain internet services. But, in other cases, they must be installed by the user and many of them are paid.

What are the expert extensions in our TecnoCRM?

The expert extensions in our CRM are applications that fulfill specific functions, related to lead tracking, sales and customer relations.

Many companies use CRM as simple lists to store contacts and prospects. But once they understand the potential, and change their mindset about how they use CRM, they gain a “professional use” awareness. At that point is when they realize that they need some functionalities that take the use of the tool to another level.

Managing with the help of CRM

With the extensions the TecnoCRM can become a super powerful tool that helps organizations commercially manage customer relationships, in a very advanced but simple way. With a more enriched visual interface in terms of the information needed.

The Extensions Module for Experts allows marketing or sales teams to have colors in contact list views. They can view opportunities through a progress bar or sales funnel. In addition, they will have a global search engine, with filters and even floating search engines. They will be able to look in detail at all the sales forecast information.

They can also have a Kanban view, consult the knowledge base, look at reports and dashboards, do automated marketing, create automatic backups, configure personal notifications and many other features.

How do we do it at TecnoSoluciones?

When installing and configuring this module you will be able to use 80 custom extensions in different categories of TecnoCRM. It is ideal for companies that require a comprehensive CRM platform, more complete and with advanced functionalities that facilitate certain processes.

At Tecnosoluciones we make available the Premium Extensions Module for Experts that will definitely make TecnoCRM very powerful. You can enter our store and choose between 2 types of service: With assistance or Do It Yourself. With a very affordable monthly payment, which does not require a license per user, so it does not matter the number of people who are associated.

Extensions Included in the CRM Module

  • New Releases: Shows extensions released in the last 30 days.
  • Essentials: These are the most widely used extensions and significantly improve productivity and efficiency.
  • Sales Tools: Everyone’s favorites. Those key extensions to manage opportunities. Sales forecasting tools and Kanban view. Designer of amazing proposals, as well as some extensions to customize budgets and invoices.
  • Diagrams, views, and fields: With these extensions, you can transform your log views into fully customizable forms, add custom table blocks, and more.
  • Order management: Extensions that allow integration with payments, highly customizable quotes, invoices and sales orders.
  • Collaboration: Designed for the user to receive notifications or alerts Collaborate with team members using an integrated chat with document upload, single rooms, private chats and more.
  • Administration: These are essential tools to protect TecnoCRM settings, customize the login page, perform backups and restore.
  • Automation: Tool extensions to help automate workflows, increase efficiency, and reduce double data entry.
  • Productivity Tools: These are extensions for tools that will increase productivity and show additional information about various views.
  • Interrogations: Designed for integration with the accounting system, payment gateways, file sharing / management applications and Google Maps.
  • Beta Releases: Beta versions of extensions that are available for you to install.

If you want to see more about how this platform works, we leave you a demo video so you can get to know it.

Did you find this content interesting? We loved talking about the topic because at TecnoSoluciones we are all already using the extensions in TecnoCRM. If you want to communicate with us about this or other topics, please contact us. And if you are interested in knowing everything we can offer you, go to our store. We are waiting for you!

¡Request an Instant Consulting Session!

If you require quick advice or consulting on this topic, you can acquire the service of Instant Consulting in a block of 30 minutes, 1 hour o 2 hours.

We will coordinate a meeting with a Senior Consultant from our team, who will answer your questions about it, guiding you as necessary; In addition, we will provide you with the downloadable video of the session.

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Automate customer tracking and management with a powerful CRM

Automate customer tracking and management with a powerful CRM

On multiple occasions we have talked about what it means for an organization to have a CRM. But delving into this topic never hurts. And more and more elements are being added that make CRM the most important tool that an organization should have. Automate customer tracking and management with a powerful CRM. Continue reading!

The 4 great functionalities of a CRM:

A CRM is undoubtedly the best way to automate your organization’s sales force and marketing team. It is a system that is based on relational marketing strategies. The objective of which is the effective management of relationships with your contacts, prospects and customers. Let’s talk about its 4 most important features first.

  • Automate the sales force: Used to support an organization’s sales process.
  • Provide customer service and support: Functionalities related to the quality of the company related to customer service and support are offered.
  • Automate marketing: Campaign management, email marketing, forms and product management are provided.
  • Inventory management: Integrates inventory management functions: products, price lists, vendors, quotes, etc.

Automate customer tracking and management. Here’s how

With a CRM platform, the sales force can store contacts and then classify them into prospects or sales opportunities, as the case may be. But, in addition, they can follow up through a sales funnel that will graph the way in which progress is made with the client. This entire process can be documented with comments about the needs or characteristics of each client.

Marketers will also be able to profile contacts with exclusive information, useful for relationship strategies: hobbies, anniversaries, history, etc. On the other hand, a CRM allows to monitor prospects derived from specific marketing campaigns, with details of each advance in the process.

Among the other multiple options that the CRM offers is the use of email templates, creating PDF documents and carrying out sales forks. Detailed reports can also be presented to clients. Classify and segment accounts by size, industry type, location or investment amount. Schedule events, set reminders and much more.

It has a complete menu to look at indicators and use multiple tools. You can follow up on technical support and even create a knowledge base. Super… right?

CRM interconnected to other platforms

The great advantage of our TecnoCRM is that it offers the opportunity to interconnect with other platforms. For example, it connects to your website to automatically register prospects who fill out contact forms.

On the other hand, the CRM platform can be even more powerful if the WhatsApp module is integrated, which allows you to synchronize information from both platforms. Sellers will be able to download a mobile application to further enhance functionalities in field tasks. And finally, if you install the premium extensions module for experts, the CRM will be the most powerful tool you can imagine.

If you want to see more about how this platform works, we leave you a demo video so you can get to know it. Your sales force and marketing team will love this platform.

Automate customer tracking and management with a powerful CRM

Did you find this content interesting? We loved talking about it because at TecnoSoluciones we all use TecnoCRM in our daily lives. . If you want to communicate with us about this or other topics, contact us. And if you are interested in knowing everything we can offer you, go to our store. We will wait for you!

¡Request an Instant Consulting Session!

If you require quick advice or consulting on this topic, you can acquire the service of Instant Consulting in a block of 30 minutes, 1 hour o 2 hours.

We will coordinate a meeting with a Senior Consultant from our team, who will answer your questions about it, guiding you as necessary; In addition, we will provide you with the downloadable video of the session.

Request a TecnoSoluciones Consultancy

Bringing CRM everywhere with a mobile app for mobile is possible

It’s no longer a dream. Now sales and marketing teams can have CRM at their fingertips with a mobile app. Can you imagine being in the field and being able to consult whatever you want, or edit the information directly on the platform? Well now it is possible. Taking CRM everywhere with a mobile application for cell phones is possible.

Mobile phones have changed our lives, and today they are so advanced that they are like having a computer in your hands. That, added to the fact that every day there are applications that revolutionize our lives, and of course our work.

That’s why at Tecnosoluciones we said… we have to take CRM to another level. Therefore, we make the TecnoCRM Mobile Application module available to organizations. This application allows you to enter, consult, edit information in the CRM and much more.

Bringing CRM Everywhere

The mobile app for TecnoCRM has all the modules traditionally associated with this powerful tool. There are multiple benefits to using the app. Because you will have at your fingertips the power of TecnoCRM, with the functionalities associated with a mobile application. Super… right?

Let’s take a closer look at the benefits

They can review their contacts, prospects or accounts from their mobile phone, and consult or edit the information they require, from wherever they are. As long as they have an internet connection, they will be able to view, or modify, all the data they have added in the CRM from their PC or laptop.

Likewise, they can create a digital signature for support tickets (PQRS) or quotes. They will be able to take photos or make voice notes during their field inspections and upload them to the CRM. There is also an option to record time spent with prospects and clients on visits, or clock in and out of events they attend.

Something that is super new for salespeople, they can plan their sales route and even the mileage it will take them to visit prospects. They will be able to mark their locations and create their own customer maps.

Finally, and to top it off, they can scan QR codes, business cards or documents and much more.

Premium features of the TecnoCRM mobile app

  • Digital Signature: Use your easy-to-implement digital signature.
  • Field Inspection: Take photos or scan documents with written or voice notes, and associate them with contacts.
  • Time Tracking: Track or record time spent on various activities associated with prospects or customers.
  • Plan your Route: reduce delivery times, optimize routes in a short time, manage visits and mileage on the go.
  • Client on Map: Create quick and easy access to the client’s location on the map.
  • Involved Dashboard: Look at the admin dashboard for the summary overview.

They see him? Taking CRM everywhere with a mobile application for cell phones is possible. And having this tool is very easy. You will only have to purchase the module in our online store, configure it (if you purchased it Do It Yourself) using the online manual or we will take care of the configuration (if you purchased it with assistance), and then download the application in any of the mobile application stores, to finally log in with the CRM username and password.

If you want to see more about how this platform works, we leave you a demo video so you can get to know it.

Bringing CRM everywhere with a mobile app for mobile is possible

Did you find this content interesting? We loved talking about it because at TecnoSoluciones we are all using it. If you want to communicate with us about this or other topics, contact us. And if you are interested in knowing everything we can offer you, go to our store. We are waiting for you!

¡Request an Instant Consulting Session!

If you require quick advice or consulting on this topic, you can acquire the service of Instant Consulting in a block of 30 minutes, 1 hour o 2 hours.

We will coordinate a meeting with a Senior Consultant from our team, who will answer your questions about it, guiding you as necessary; In addition, we will provide you with the downloadable video of the session.

Request a TecnoSoluciones Consultancy
Integrate WhatsApp into your CRM and take lead and customer tracking to another level

Integrate WhatsApp into your CRM and take lead and customer tracking to another level

Nowadays to sell more we have to make a difference. We cannot wrestle with the onslaught of competition if we continue to do only the traditional. We are convinced that we need to go one step further. So, integrate WhatsApp into your CRM and take lead and customer tracking to the next level.

We already know the importance of having a CRM in your company or organization. The goal now is to stop using it as a contact database. A CRM is a very powerful tool, if we know how to use it, aimed at specific sales objectives.

The great power of WhatsApp for sales

WhatsApp is king. No one can doubt the importance of this tool for sales in recent years. You have more active users than multiple social networks combined. And its level of closeness to people is hardly comparable to another tool.

According to Hootsuite, mobile device users generate a conversion rate, via WhatsApp, that almost doubles sending emails and filling out traditional forms. What is more surprising, telephone contact has been completely relegated to WhatsApp. WhatsApp Business is the last frontier of conversational marketing, and with a 70% open rate, it becomes the tool with the best conversion rate on the market.

Integrate WhatsApp into your CRM and take lead and customer tracking to another level

Understanding these issues, the goal should be to merge the two powerful ones; WhatsApp and CRM. Thinking about it, at TecnoSoluciones we have the integration of these two tools and today we want to explain how to carry out monitoring prospects and clients at another level.

On the other hand, and taking into account that almost all sales forces use WhatsApp to bid, track, send catalogs, etc., the goal should be to capture all that data appropriately in the CRM.

So, if you have a TecnoCRM the integration is simpler than you imagine. And use it, much more. With the integration you will be able to manage the conversations you have on WhatsApp directly through the CRM. And best of all, the inbox can be shared with multiple team members.

Benefits of integrating WhatsApp into your CRM

  • Multiple Agents: Run customer service on WhatsApp with a shared inbox.
  • Automation: Use workflows to send notifications to agents or customers about any updates or follow-ups.
  • Notifications: Receive an instant notification when the customer sends a WhatsApp message.
  • Centralized Communication: Manage messages and centralize communication with the customer on one platform.
  • CRM connection: Closely connected with TecnoCRM, integrates the different functions to enhance them.
  • Contact Management: Manage all your WhatsApp contacts, filter them, and more.

Integrate WhatsApp into your CRM and enhance both tools:

  • You can have WhatsApp conversations through your TecnoCRM.
  • Look at the conversations you’ve had on WhatsApp in the CRM.
  • Set up WhatsApp messages as important messages for the most active contacts.
  • Divide messages into several categories such as prospects, contacts, important, new, unknown number.
  • Send notifications on WhatsApp about dispatch updates, delivery reminders, payment reminders, among others.
  • Add comments, support tickets, update contact details and capture the information that is generated in WhatsApp without having to manually transcribe it.
  • Create content templates, tailored to the different types of messages you send.
  • View your groups’ information.
  • Create broadcast lists to send scheduled messages to multiple WhatsApp contacts at once.
  • Save important matters in a special category so you don’t forget anything.
  • Update the information you send by creating an automated workflow, thanks to the module’s artificial intelligence.
  • Access the analysis of bulk messages sent by WhatsApp with indicators of messages sent. Versus the messages read. So you can determine the effectiveness of campaigns.

Facilitate processes by integrating WhatsApp with CRM

The platform is very friendly. To connect, simply scan a QR code. And the view of the platform is very similar to that on WhatsApp Web. In addition, you can integrate up to 3 WhatsApp accounts with the initial version.

If you want to know a little more about all the functionalities that you will get when integrating WhatsApp into your CRM, we leave you a demo video, in which you can see how the platform works.

Integrate WhatsApp into your CRM and take lead and customer tracking to another level

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We will coordinate a meeting with a Senior Consultant from our team, who will answer your questions about it, guiding you as necessary; In addition, we will provide you with the downloadable video of the session.

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Boost your CRM with 3 powerful tools

Boost your CRM with 3 powerful tools: WhatsApp, Mobile App and Advanced Extensions

Having a CRM in your company or organization puts you at a different, undoubtedly higher level. But today, we want to offer you information that will elevate your CRM management even further. Read this article and enhance your CRM with 3 powerful tools that you will discover today.

Based on our 19 years of experience working with our clients, many companies often underutilize their CRM systems. They restrict them to basic tasks without exploring the full potential these systems offer. They can be used not only for contact management but also for boosting sales.

In this regard, we spoke with Daniel Rodríguez, whom you already know as the CEO of TecnoSoluciones. He explained how you can enhance your CRM with advanced and professional functionalities.

Enhance Your CRM with 3 Powerful Tools

Tool 1: WhatsApp Integration with CRM

“Today, almost all sales forces around the world use WhatsApp, both personal and Business, to follow up with clients, make offers, send catalogs, images, and more. So, we thought it was very opportune to merge WhatsApp with CRM, which is the best tool for contact management,” said Daniel Rodríguez.

How is this possible? It’s simpler than you might think. Since TecnoCRM technology seamlessly integrates with this module, it allows you to manage your WhatsApp conversations, with the significant advantage of doing it through the CRM.

The inbox can be shared with multiple team members, and you can update all contact data from a single platform. You can also add comments, support tickets, or other important information to the CRM.

Don’t worry about the groups or broadcast lists you create on WhatsApp; you can manage them through the CRM as well. You can even schedule messages, create templates, and build workflows triggered based on the contact’s status within the CRM.

The platform is very user-friendly. To connect, you only need to scan a QR code. And the platform’s view is very similar to WhatsApp Web. Want to learn more? Click here.

Tool 2: CRM Mobile Application

The CRM mobile application includes all modules associated with CRM. Additionally, it offers various features such as digital signatures, field inspections, time tracking, sales route planning, customer mapping, QR code or document scanning, and much more.

“The advantages are obviously greater. It’s not just about what we usually do with CRM. You now have additional features associated with a mobile application. That’s why we say that these services should be scalable. By integrating WhatsApp with CRM and then downloading the mobile application, you can do whatever you want, from wherever you want,” commented Daniel Rodríguez.

Getting this tool is straightforward. You can download the application from any Android or iOS app store and register with your CRM username and password. The integration is handled by us, with a very affordable monthly fee that doesn’t require user licenses, regardless of the number of associated salespeople. To learn more about this service, click here.

Tool 3: Advanced CRM Extensions for Experts

“Many times, companies that use CRM limit themselves to having them as contact lists only. But once you embrace the culture of using CRM in an expert way, you realize it’s a valuable tool for sales projections, advanced reports with cross-referenced information, process automation, and more. You can also have a more user-friendly visual interface. However, all of this requires expert functionalities,” explained TecnoSoluciones’ CEO.

You might be thinking that you need to purchase each of these functionalities separately for your CRM. But don’t worry; it’s not that difficult. We offer a package of 80 extensions that, once installed in your CRM, allows you to use it like a true expert.

Typically, a single extension costs some money. But with a monthly subscription, you can add all extensions at once. These extensions are designed to streamline processes, create shortcuts, and, in general, make your life simpler.

Just to mention a few of the extensions, you can: view sales forecasts, manage knowledge bases, handle tags, filter searches, configure predictive action fields, merge contacts, drag and drop, get a Kanban view, create custom buttons, and many… many more. Want to learn more? Click here.

Enhance Your CRM: What You’ll Achieve

“When you manage to have an empowered CRM, enriched in this way, it becomes a very powerful tool,” commented Rodríguez. “You should focus your efforts on advanced sales management and customer relationship management.” Want to learn more? Click here.

We understand that this information may be complex to digest, but we’ve thought of everything. If you want to learn more about these 3 additional functionalities for your CRM, we’ve prepared a demo video for you. In this video, you can see how the platforms work.

Boost your CRM with 3 powerful tools: WhatsApp, Mobile App and Advanced Extensions

Did you find this content interesting? If you have questions, these and many other topics can be consulted to our experts. If you are interested in knowing everything we can offer, go to our store and boost your CRM. We look forward to seeing you!

¡Request an Instant Consulting Session!

If you require quick advice or consulting on this topic, you can acquire the service of Instant Consulting in a block of 30 minutes, 1 hour o 2 hours.

We will coordinate a meeting with a Senior Consultant from our team, who will answer your questions about it, guiding you as necessary; In addition, we will provide you with the downloadable video of the session.

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Win and make others win with a Multi-Level E-Commerce

Win and make others win with a Multi-Level E-Commerce

Do you have an e-commerce of products? Have you ever thought about the multi-level e-commerce (MLM) model? With this type of trade you can not only earn much more, but also make others win.

Multi-level e-commerce is a business model in which affiliates are remunerated, not only for the sales they generate themselves, but for those generated in their network of associates.

It consists of the creation of a network of independent distributors, mostly entrepreneurs, who generate income from the direct sale of products. The growth of each entrepreneur’s network is directly translated into profits. And, moreover, it depends on himself.

In this sense, today at TecnoSoluciones we want to tell you about the advantages of MLM e-commerce, both for your affiliates and for you. Read the full article.

Advantages of multi-level e-commerce (MLM) for affiliates

  • They can work from wherever they want. Home, office, PC or mobile. The place and the shape are chosen by them.
  • They don’t have to start a business from scratch. They can earn money and have an extra income with a platform that has already been set up by a third party.
  • It is a flexible alternative that allows them to undertake, in many cases, with minimal investment.
  • Their earnings depend on themselves and their ability to relate.
  • They do not worry about maintenance or sustainment investments of the platforms.

Advantages of multi-level e-commerce (MLM) for business creators

  • It’s a model that allows them to grow while helping other people grow.
  • Our web platform for this type of e-commerce is very advanced.
  • They control the entire business from the multi-level e-commerce platform.
  • They can modify all aspects concerning their business model from the platform: commissions, ranges, amounts, statistics.
  • They have full access to their affiliates’ networks. You can see their size and how they’re growing.
  • They can make payments to their affiliates easily and directly from the platform.
  • It is possible to create promotional banners hosted on the platform so that your affiliates can use them on their websites or on their social networks.
  • They have an extension module that will make you handle everything professionally.
  • You’ll have a lot of people promoting your business. Since each distributor is dedicated to growing their marketing network.

This is a super business model that we invite you to learn about in detail. Because the more you know about it, the more advantages you’ll find. To do this, we leave you a demonstration video, in which you can see how the platform works:

Win and make others win with a Multi-Level E-Commerce

Did you find this content interesting? These and many other topics can be consulted with our experts. If you are interested in knowing our plans for TecnoCommerce Multinivel enter to see all the information at our store. We will wait for you!

¡Request an Instant Consulting Session!

If you require quick advice or consulting on this topic, you can acquire the service of Instant Consulting in a block of 30 minutes, 1 hour o 2 hours.

We will coordinate a meeting with a Senior Consultant from our team, who will answer your questions about it, guiding you as necessary; In addition, we will provide you with the downloadable video of the session.

Request a TecnoSoluciones Consultancy