Facebook presenta Leads Center, su primer CRM gratuito
Hoy 21 de mayo de 2020, Facebook habilitó su CRM Oficial De momento, solo para algunos usuarios de la herramienta Business Manager. Creado para llevar el control de las tareas, crear etiquetas y generar embudos directamente desde el administrador de Facebook.
Un CRM (en inglés Customer Relationship Management, o Gestión de las relaciones con clientes) es un software creado para centralizar en una única base de datos todas las interacciones entre una empresa y sus clientes.
Para verificar si tiene habilitada esta opción debe tener un Business Manager, una cuenta publicitaria y una Fanpage. Después de tener dichos activos ingresa a este link y cambia «elnombredetufanpage» por el nombre de tu Fanpage de Facebook.
https://business.facebook.com/elnombredetufanpage/leads_center
Si encuentra este aviso, posiblemente no fue seleccionado para poder testear la nueva función del CRM oficial de Facebook.
Sin embargo encuentra algo similar a esto, eres seleccionado para usar la nueva función del CRM oficial de Facebook.
Esto incluye automáticamente todos los contactos de las campañas Lead Ads. Puede agregar clientes potenciales de otras fuentes a través de hojas de cálculo de Excel o manualmente uno por uno.
Se rumorea que en un futuro tendrá integraciones con otros CRMs, automatización de email, SMS y creación de flujos de automatización de manera integrada con el CRM oficial de Facebook.
Beneficios:
- Añadir notas al cliente.
- Asigne un propietario a cada contacto.
- Establezca recordatorios para conectarse con el cliente.
- Asigna categorías a un contacto, agruparlas y moverlas a través de las etapas del embudo.
- Filtrar leads por fecha, propietario o categoría.
- Agregue al cliente información adicional de otras fuentes.
- La forma más conveniente es crear audiencias personalizadas y audiencias similares por categorías y etapas de embudo.
- Envíe mails los correos principales directamente desde el Centro principal.
Por lo tanto, ya no es necesario descargar clientes potenciales y volver a descargarlos, por ejemplo, para crear una audiencia personalizada: todo es conveniente para almacenar y usar dentro de Facebook.
Hasta ahora, la herramienta está disponible sólo en el escritorio y para páginas comerciales que tienen campañas activas con el objetivo de «Generación de leads«. Si la herramienta aún no ha aparecido en su página, aún puede descargar clientes potenciales a través de CSV o XML.
Profe ya lo hice muchas gracias por el artículo. Si tengo activa la sesión del cms. Gracias por compartirnos.
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