integración

FiveCRM y Salesforce

Enhance your sales and customer management capabilities by integrating FiveCRM and Salesforce. Manage both platforms' unique features and capabilities from a single interface for improved efficiency. Streamline your workflow today and get the most out of your investments!

Usa esta integración hoy

acerca de Salesforce

Salesforce is a leading customer relationship management (CRM) platform, providing users with tools and applications to help them manage their sales processes and strengthen customer relationships. With Salesforce, you can access real-time insights into your business performance, create automated workflows to simplify daily tasks, track and analyze customer data in a secure environment, and more. Take advantage of all the features Salesforce offers for improved efficiency in your sales operations!

ícono de cadenaIntegración Nativa ícono de nubeIntegración Nativa

beneficios de la integración

  • More time to focus on essential tasks: Experience the benefits of an integrated approach to customer management with FiveCRM. Streamline your sales process and close deals faster by taking advantage of all the features offered by both Salesforce and FiveCRM. Track and manage leads, opportunities, accounts, and more in a single interface while enjoying the convenience of automated data exchange. Unlock the full potential of your Salesforce and FiveCRM accounts today!
  • Fewer errors mean less wasted time and money: Take your customer data management to the next level with FiveCRM. With an integration between Salesforce and FiveCRM, you can easily bring all of your customer information into a single source of truth - eliminating the need for manual data entry and reducing risk of errors. Streamline processes and save time while maintaining accurate customer records. Unlock the full potential of both Salesforce and FiveCRM with a seamless integration today!
  • Focus on your core business goals: Free up your sales team to focus on what matters most with FiveCRM. Automate tedious tasks like follow-up emails and scheduling appointments so they can be more productive and effective. Boost productivity with FiveCRM’s intuitive interface and powerful automation tools - get the job done faster, smarter and easier! With FiveCRM, you can take advantage of the flexibility and power of automated processes to save time and maximize efficiency. Start automating repetitive tasks today for improved sales team productivity.

Descubre otras integraciones con FiveCRM

Salesforce

Customer Relationship Management

Use cloud-based software designed to help businesses find more prospects and close more deals.

Saber Más

RingCentral

Telephony Solutions

A leading provider of global enterprise cloud communications, video meetings, collaboration, and contact center solutions.

Saber Más

Xero

Accounting and Invoicing

Connects your business to your bank, accountant, bookkeeper, and other business apps.

Saber Más

DocuSign

Proposals and Contracts

Offering everything you need to automate and connect your entire agreement process.

Saber Más

Adobe Sign

Proposals and Contracts

Microsoft's preferred e-signature solution and the only e-sign tool that also includes the power of Adobe Acrobat in one package.

Saber Más

CloudCall

Telephony Solutions

Make more insightful decisions, stay in control of teams working from anywhere, and get more done, faster.

Saber Más

ConnexOne

Telephony Solutions

Omnichannel Customer Engagement made simple.

Saber Más

Sendgrid

Email Marketing

Deliver your transactional and marketing emails through the world's largest cloud-based email delivery platform. Send with confidence.

Saber Más

Mailchimp

Email Marketing

Gain world-class technology and support to help your business launch, build, and grow to meet your one-of-a-kind vision.

Saber Más

MS Outlook

Email Marketing

Access your email, files and calendar all within one place, helping you stay productive with whatever hits your inbox.

Saber Más

Zapier

Automation

Automation that moves you forward. Zapier connects all the apps you use for work so you can focus on what’s next.

Saber Más

TPS Online

Telephony Solutions

UK’s only official ‘Do Not Call’ register for landlines and Mobile numbers allowing businesses to opt out of unsolicited live sales and marketing calls.

Saber Más

detalles

Preguntas Frecuentes

Firefox, Internet Explorer y Google Chrome son todos compatibles con FiveCRM.

Para leer las configuraciones recomendadas para cada uno, visita nuestro centro de ayuda y navega a solución de problemas y configuraciones recomendadas del navegador.

Eliminar las cookies de Internet resolverá varios errores comunes en tu sistema.

Vaciar la caché de Internet elimina todas las copias almacenadas de páginas web, scripts, imágenes, etc. en tu PC local. Esto puede ser especialmente útil después de que se haya aplicado una actualización al sistema.

El método para eliminar cookies y caché es específico para diferentes navegadores. Para obtener pasos detallados para tu navegador, visita nuestro centro de ayuda y navega a solución de problemas y eliminación de configuraciones del navegador.

FiveCRM funciona con cualquier sistema operativo capaz de ejecutar un navegador compatible.

Esto incluye:

  • - Windows XP/Vista/7/8/10 y futuras versiones de Windows
  • - Mac OS X y Linux.

Puedes contactar con el soporte al cliente de FiveCRM de varias maneras.

Puedes aumentar la cantidad de licencias que tienes con FiveCRM en cualquier momento. El método para lograrlo depende de tu método de pago.

Si pagas manualmente, es decir, con tarjeta de crédito cada mes, entonces puedes agregar licencias navegando a la opción del Menú Acerca de y seleccionando Gestionar Suscripción/Usuarios. El sistema ofrece la opción de agregar usuarios al mes actual o agregar meses.

Si pagas por cualquier otro método, puedes aumentar tus licencias contactando a Atención al Cliente.

Se puede realizar capacitación adicional para clientes de forma individual o grupal.

Para programar una sesión de capacitación, contacta a tu gerente de cuenta o representante de éxito del cliente.

¿Más preguntas? Recursos adicionales se pueden encontrar en nuestro: Portal de Soporte, Perfil de LinkedIn, y Canal de YouTube.

```html ```