{"id":1204,"date":"2019-01-17T14:36:57","date_gmt":"2019-01-17T14:36:57","guid":{"rendered":"https:\/\/aplimedia.com\/tutoriales\/?page_id=1204"},"modified":"2025-03-10T14:39:27","modified_gmt":"2025-03-10T14:39:27","slug":"crm","status":"publish","type":"page","link":"https:\/\/aplimedia.com\/tutoriales\/crm\/","title":{"rendered":"CRM"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1204\" class=\"elementor elementor-1204\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3d4ed61b elementor-section-stretched elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3d4ed61b\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;stretch_section&quot;:&quot;section-stretched&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-47320669\" data-id=\"47320669\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7010a1c elementor-widget elementor-widget-spacer\" data-id=\"7010a1c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-8c34c4c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8c34c4c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-4dbbe98\" data-id=\"4dbbe98\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-68e5db3 elementor-widget elementor-widget-image\" data-id=\"68e5db3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"128\" height=\"128\" src=\"https:\/\/aplimedia.com\/tutoriales\/wp-content\/uploads\/2023\/01\/crm.png\" class=\"attachment-large size-large wp-image-5804\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6d0d0e4 elementor-widget elementor-widget-heading\" data-id=\"6d0d0e4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">CRM<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-6c7a0a3 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6c7a0a3\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-3b6804d\" data-id=\"3b6804d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-ab02834\" data-id=\"ab02834\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2a64416 elementor-widget elementor-widget-text-editor\" data-id=\"2a64416\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Tutoriales referentes a las herramientas CRM del programa, orientadas a la mejora de las ventas y de la relaci\u00f3n con los clientes actuales.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-35599ac\" data-id=\"35599ac\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-a66a6f6 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a66a6f6\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-34b2464\" data-id=\"34b2464\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-82ab542\" data-id=\"82ab542\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7177c58 elementor-position-top elementor-widget elementor-widget-image-box\" data-id=\"7177c58\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><figure class=\"elementor-image-box-img\"><a href=\"https:\/\/youtu.be\/3a4p0kA6Xo4\" tabindex=\"-1\"><img fetchpriority=\"high\" decoding=\"async\" width=\"485\" height=\"485\" src=\"https:\/\/aplimedia.com\/tutoriales\/wp-content\/uploads\/2019\/02\/boton-de-play-de-reproductor-de-video-1.png\" class=\"elementor-animation-grow attachment-full size-full wp-image-1562\" alt=\"\" srcset=\"https:\/\/aplimedia.com\/tutoriales\/wp-content\/uploads\/2019\/02\/boton-de-play-de-reproductor-de-video-1.png 485w, https:\/\/aplimedia.com\/tutoriales\/wp-content\/uploads\/2019\/02\/boton-de-play-de-reproductor-de-video-1-150x150.png 150w, https:\/\/aplimedia.com\/tutoriales\/wp-content\/uploads\/2019\/02\/boton-de-play-de-reproductor-de-video-1-300x300.png 300w\" sizes=\"(max-width: 485px) 100vw, 485px\" \/><\/a><\/figure><div class=\"elementor-image-box-content\"><h4 class=\"elementor-image-box-title\"><a href=\"https:\/\/youtu.be\/3a4p0kA6Xo4\">V\u00eddeo introductorio<\/a><\/h4><p class=\"elementor-image-box-description\">C\u00f3mo utilizar las herramientas CRM m\u00e1s interesantes de Secre.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-562fff4\" data-id=\"562fff4\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<div class=\"elementor-element elementor-element-b6e9de4 elementor-widget elementor-widget-spacer\" data-id=\"b6e9de4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8260d1d elementor-widget elementor-widget-heading\" data-id=\"8260d1d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Env\u00edo de e-mails y SMS<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5f5a484e elementor-vertical-align-top elementor-widget elementor-widget-image-box\" data-id=\"5f5a484e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><div class=\"elementor-image-box-content\"><h4 class=\"elementor-image-box-title\"><a href=\"https:\/\/aplimedia.com\/tutoriales\/crm\/enviar-un-e-mail-a-un-contacto\/\">Enviar un e-mail a un contacto<\/a><\/h4><p class=\"elementor-image-box-description\">C\u00f3mo enviar un e-mail desde el programa a un cliente en concreto.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d699d40 elementor-vertical-align-top elementor-widget elementor-widget-image-box\" data-id=\"d699d40\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><div class=\"elementor-image-box-content\"><h4 class=\"elementor-image-box-title\"><a href=\"https:\/\/aplimedia.com\/tutoriales\/crm\/enviar-un-e-mail-a-varios-contactos\/\">Enviar un e-mail a varios contactos a la vez<\/a><\/h4><p class=\"elementor-image-box-description\">Secre te permite hacer env\u00edos masivos y filtrar en funci\u00f3n de numerosos criterios para escoger a qu\u00e9 contactos en contacto mandar el e-mail.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fcc240a elementor-vertical-align-top elementor-widget elementor-widget-image-box\" data-id=\"fcc240a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><div class=\"elementor-image-box-content\"><h4 class=\"elementor-image-box-title\"><a href=\"https:\/\/aplimedia.com\/tutoriales\/crm\/adjuntar-documentos-a-un-email\/\">Enviar un e-mail con un documento adjunto<\/a><\/h4><p class=\"elementor-image-box-description\">Secre te permite adjuntar cualquier fichero de la gesti\u00f3n documental a un e-mail, gracias a la herramienta del Carrito de Adjuntos.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d1810aa elementor-vertical-align-top elementor-widget elementor-widget-image-box\" data-id=\"d1810aa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><div class=\"elementor-image-box-content\"><h4 class=\"elementor-image-box-title\"><a href=\"https:\/\/aplimedia.com\/tutoriales\/crm\/cuerpos-por-defecto\/\">Cuerpos de e-mail por defecto<\/a><\/h4><p class=\"elementor-image-box-description\">Introduce en Secre cuerpos de e-mail por defecto para poder cargarlos o configurarlos para que aparezcan al enviar un presupuesto, factura, etc.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2b48632 elementor-vertical-align-top elementor-widget elementor-widget-image-box\" data-id=\"2b48632\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><div class=\"elementor-image-box-content\"><h4 class=\"elementor-image-box-title\"><a href=\"https:\/\/aplimedia.com\/tutoriales\/crm\/envio-de-sms\/\">Env\u00edo de notificaciones SMS desde Secre<\/a><\/h4><p class=\"elementor-image-box-description\">Con Secre podr\u00e1s enviar notificaciones de distinto tipo a tus clientes y proveedores por v\u00eda SMS.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-241f81d elementor-widget elementor-widget-spacer\" data-id=\"241f81d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3de0c2b elementor-widget elementor-widget-heading\" data-id=\"3de0c2b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Clasificaci\u00f3n de clientes<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3fec7a1 elementor-vertical-align-top elementor-widget elementor-widget-image-box\" data-id=\"3fec7a1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><div class=\"elementor-image-box-content\"><h4 class=\"elementor-image-box-title\"><a href=\"https:\/\/aplimedia.com\/tutoriales\/crm\/clasificar-clientes-proveedores\/\">Clasificar clientes o proveedores<\/a><\/h4><p class=\"elementor-image-box-description\">A\u00f1ade campos de clasificaci\u00f3n a tus clientes o proveedores para poder despu\u00e9s filtrarlos en funci\u00f3n de criterios concretos.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-85318bd elementor-vertical-align-top elementor-widget elementor-widget-image-box\" data-id=\"85318bd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><div class=\"elementor-image-box-content\"><h4 class=\"elementor-image-box-title\"><a href=\"https:\/\/aplimedia.com\/tutoriales\/crm\/filtrar-clasificacion\/\">Filtrar por clasificaci\u00f3n<\/a><\/h4><p class=\"elementor-image-box-description\">Puedes filtrar tus clientes o proveedores para sacar listados muy espec\u00edficos y realizar acciones masivas.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f20d83c elementor-widget elementor-widget-spacer\" data-id=\"f20d83c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-248a31e elementor-widget elementor-widget-heading\" data-id=\"248a31e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Agenda<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f75d6b8 elementor-vertical-align-top elementor-widget elementor-widget-image-box\" data-id=\"f75d6b8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><div class=\"elementor-image-box-content\"><h4 class=\"elementor-image-box-title\"><a href=\"https:\/\/aplimedia.com\/tutoriales\/crm\/enlace-google-calendar\/\">Enlace con Google Calendar<\/a><\/h4><p class=\"elementor-image-box-description\">Enlaza Secre con Google Calendar para poder enviar eventos de tu agenda.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-710777c elementor-vertical-align-top elementor-widget elementor-widget-image-box\" data-id=\"710777c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><div class=\"elementor-image-box-content\"><h4 class=\"elementor-image-box-title\"><a href=\"https:\/\/aplimedia.com\/tutoriales\/crm\/control-visitas-llamadas\/\">Control de visitas y llamadas<\/a><\/h4><p class=\"elementor-image-box-description\">Registra en el programa las visitas y llamadas para un cliente y proveedor en particular para recibir avisos.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-70fb8b2 elementor-vertical-align-top elementor-widget elementor-widget-image-box\" data-id=\"70fb8b2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-image-box-wrapper\"><div class=\"elementor-image-box-content\"><h4 class=\"elementor-image-box-title\"><a href=\"https:\/\/aplimedia.com\/tutoriales\/crm\/filtrar-visitas-llamadas\/\">Filtrar visitas y llamadas<\/a><\/h4><p class=\"elementor-image-box-description\">Saca listados de visitas y llamadas pendientes, realizadas, por cliente...<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2c8b4b00 elementor-widget elementor-widget-spacer\" data-id=\"2c8b4b00\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>CRM Tutoriales referentes a las herramientas CRM del programa, orientadas a la mejora de las ventas y de la relaci\u00f3n con los clientes actuales. V\u00eddeo introductorio C\u00f3mo utilizar las herramientas CRM m\u00e1s interesantes de Secre. Env\u00edo de e-mails y SMS Enviar un e-mail a un contacto C\u00f3mo enviar un e-mail desde el programa a un [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-1204","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CRM | Tutoriales de Secre<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/aplimedia.com\/tutoriales\/crm\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM | Tutoriales de Secre\" \/>\n<meta property=\"og:description\" content=\"CRM Tutoriales referentes a las herramientas CRM del programa, orientadas a la mejora de las ventas y de la relaci\u00f3n con los clientes actuales. 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