{"id":14886,"date":"2019-01-30T10:54:59","date_gmt":"2019-01-30T18:54:59","guid":{"rendered":"https:\/\/blog.benchmarkemail.wpengine.com\/?p=40377"},"modified":"2025-11-26T22:59:49","modified_gmt":"2025-11-26T22:59:49","slug":"benchmark-email-y-benchmark-crm-donde-la-automatizacion-va-de-la-mano-con-las-ventas","status":"publish","type":"post","link":"https:\/\/www.benchmarkemail.com\/es\/blog\/benchmark-email-y-benchmark-crm-donde-la-automatizacion-va-de-la-mano-con-las-ventas\/","title":{"rendered":"Benchmark Email y Benchmark CRM: Donde la automatizaci\u00f3n va de la mano con las ventas"},"content":{"rendered":"<p>Lo entendemos, eres una persona muy ocupada.<\/p>\n<p>Seguro tienes demasiadas responsabilidades sobre tus hombros: marketer, vendedor, proveedor de productos\/servicios y m\u00e1s.<\/p>\n<p>\u00bfC\u00f3mo sabemos esto? Bueno, una de las preguntas m\u00e1s populares que recibimos a trav\u00e9s de nuestros canales de soporte es esta:<\/p>\n<blockquote><p>\u00bfC\u00f3mo puedo utilizar Benchmark CRM y Benchmark Email en conjunto para obtener m\u00e1s ventas?<\/p><\/blockquote>\n<p>Nuestra primera respuesta es simple:<\/p>\n<ul>\n<li>Utiliza Benchmark Email para los mensajes de email marketing que necesites enviar.<\/li>\n<li>Utiliza Benchmark CRM para dar seguimiento a tus ventas.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-412\" src=\"https:\/\/www.benchmarkemail.com\/es\/wp-content\/uploads\/sites\/4\/2020\/02\/Benchmark-Email-and-CRM-Where-Marketing-Automation-Meets-Personal-Sales-Follow-Ups.png\" alt=\"Benchmark Email and CRM - Where Marketing Automation Meets Personal Sales Follow Ups\" width=\"1400\" height=\"1400\" \/><\/p>\n<p>Tambi\u00e9n sabemos que algunos de ustedes est\u00e1n listos para una respuesta m\u00e1s completa. Por supuesto, ya sabes que existen herramientas de automatizaci\u00f3n de email marketing que pueden identificar a los compradores potenciales que se encuentran altamente motivados de los lookie-loos (personas que se hacen pasar por compradores pero no tienen la intenci\u00f3n real de hacer una compra).<\/p>\n<p>Tambi\u00e9n sabes que un<a href=\"https:\/\/www.benchmarkemail.com\/es\/blog\/customer-relationship-managemenet\/\"> CRM<\/a> puede ayudarte a cerrar ventas al brindarte un lugar para mantener notas sobre los contactos, realizar un seguimiento de las ventas, planificar las tareas de seguimiento personales y a su vez, justificarlas.<\/p>\n<p>Lo que realmente quieres saber es lo siguiente:<\/p>\n<blockquote><p>\u00bfC\u00f3mo puedo aprovechar las herramientas de automatizaci\u00f3n de marketing de Benchmark Email para que solo las personas m\u00e1s calificadas aparezcan en el CRM para realizar mis seguimientos personales de cierre de ventas?<\/p><\/blockquote>\n<p>Nuestra respuesta es la siguiente:<\/p>\n<ol>\n<li>Configura tu automatizaci\u00f3n de marketing a Benchmark Email<\/li>\n<li>Sincron\u00edzalo con el CRM<\/li>\n<li>Trabaja en tu CRM y solo en tu CRM<\/li>\n<\/ol>\n<p>A continuaci\u00f3n, explicamos a detalle los puntos anteriores. B\u00e1sicamente, debes configurar un motor de marketing en el que nuestro software y las acciones de tus suscriptores hagan lo que cualifique para ti. Lo anterior es ejecutado tras bastidores para que tanto t\u00fa como tu equipo trabajen en el CRM, donde lo \u00fanico que se ve son las herramientas que crean relaciones y cierran acuerdos. Todo ese poder de configuraci\u00f3n de marketing sofisticado est\u00e1 muy lejos de ti para que no te pueda distraer de tu objetivo de cerrar<\/p>\n<p>Aqu\u00ed est\u00e1n esos mismos tres pasos con m\u00e1s explicaci\u00f3n:<\/p>\n<ol>\n<li><b>Utiliza <a href=\"https:\/\/kb.benchmarkemail.com\/es\/como-usar-el-canvas-de-automatizaciones-pro\/\">Automatizaciones Pro<\/a> de Benchmark Email para dise\u00f1ar tus recorridos de marketing.<\/b> Comienza con todos tus clientes potenciales en una nueva lista: esta ser\u00e1 tu lista de \u201cclientes potenciales\u201d. Env\u00eda tu email de apertura. Tal vez incluso, una serie de correos electr\u00f3nicos. Despu\u00e9s, cualquiera que sea tu definici\u00f3n de \u201ccliente potencial\u201d, ya sea un email abierto, un enlace con un clic, una URL de una p\u00e1gina web visitada o cualquier combinaci\u00f3n de las anteriores, estas personas pueden agregarse a una lista diferente, a tu lista de \u201cleads de\u00a0 marketing\u201d . Activa la automatizaci\u00f3n y disfruta de los beneficios.<\/li>\n<li><b>Integra Benchmark CRM y Benchmark Email.<\/b> Esto significa que de esa gran lista de clientes potenciales, solo aquellos que respondan a tus mensajes de email marketing deber\u00e1n agregarse al CRM como contactos (o clientes potenciales, si lo deseas). Es una configuraci\u00f3n simple de una sola vez: ingresa a tu CRM: dir\u00edgete a la p\u00e1gina de configuraci\u00f3n, selecciona la lista de clientes potenciales de Benchmark Email. <a>Config\u00faralo<\/a> y olv\u00eddate del resto.<\/li>\n<li><b>Olvida completamente paso 1 y 2. Solo necesitas el CRM a diario.<\/b> Cada vez que inicies sesi\u00f3n en CRM, tus nuevos prospectos ya te estar\u00e1n esperando. Puedes revisarlos, llamarlos, enviarles correos electr\u00f3nicos personales, tomar notas, crear registros de tratos y cerrarlos. Incluso, puedes automatizar esto en el CRM para que los nuevos contactos creen autom\u00e1ticamente tareas de seguimiento para ti o tu equipo. Incluso, estas automatizaciones de ventas pueden enviar un email de bienvenida.<\/li>\n<\/ol>\n<p>\u00bfSuena bien? Excelente. Ahora, una m\u00e1s pero visual:<\/p>\n<p>Planea tu marketing, aunque sea solo una vez, de esta manera:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-27579 size-full\" src=\"https:\/\/www.benchmarkemail.com\/es\/wp-content\/uploads\/sites\/4\/2019\/01\/sync-this-lis-1024x570-1.webp\" alt=\"\" width=\"1024\" height=\"570\" srcset=\"https:\/\/www.benchmarkemail.com\/es\/wp-content\/uploads\/sites\/4\/2019\/01\/sync-this-lis-1024x570-1.webp 1024w, https:\/\/www.benchmarkemail.com\/es\/wp-content\/uploads\/sites\/4\/2019\/01\/sync-this-lis-1024x570-1-300x167.webp 300w, https:\/\/www.benchmarkemail.com\/es\/wp-content\/uploads\/sites\/4\/2019\/01\/sync-this-lis-1024x570-1-768x428.webp 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Ahora, trabaja relajada y efectivamente de la siguiente manera:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-27580 size-full\" src=\"https:\/\/www.benchmarkemail.com\/es\/wp-content\/uploads\/sites\/4\/2019\/01\/CRM-1024x575-1.webp\" alt=\"\" width=\"1024\" height=\"575\" srcset=\"https:\/\/www.benchmarkemail.com\/es\/wp-content\/uploads\/sites\/4\/2019\/01\/CRM-1024x575-1.webp 1024w, https:\/\/www.benchmarkemail.com\/es\/wp-content\/uploads\/sites\/4\/2019\/01\/CRM-1024x575-1-300x168.webp 300w, https:\/\/www.benchmarkemail.com\/es\/wp-content\/uploads\/sites\/4\/2019\/01\/CRM-1024x575-1-768x431.webp 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>\u00a1Nos encantar\u00eda ayudarte a prepararte mejor! Si\u00e9ntete libre de realizar clic en el enlace de nuestro chat para obtener consejos y coaching personal gratis por parte de nuestros equipos de CRM y Benchmark Email.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Lo entendemos, eres una persona muy ocupada. Seguro tienes demasiadas responsabilidades sobre tus hombros: marketer, vendedor, proveedor de productos\/servicios y m\u00e1s. \u00bfC\u00f3mo sabemos esto? Bueno, una de las preguntas m\u00e1s populares que recibimos a trav\u00e9s de nuestros canales de soporte es esta: \u00bfC\u00f3mo puedo utilizar Benchmark CRM y Benchmark Email en conjunto para obtener m\u00e1s&hellip;<\/p>\n","protected":false},"author":270,"featured_media":21187,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[3948],"tags":[],"class_list":["post-14886","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-otros"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Benchmark Email y Benchmark CRM: Donde la automatizaci\u00f3n va de la mano con las ventas - Benchmark Email<\/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:\/\/www.benchmarkemail.com\/es\/blog\/benchmark-email-y-benchmark-crm-donde-la-automatizacion-va-de-la-mano-con-las-ventas\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Benchmark Email y Benchmark CRM: Donde la automatizaci\u00f3n va de la mano con las ventas - Benchmark Email\" \/>\n<meta property=\"og:description\" content=\"Lo entendemos, eres una persona muy ocupada. Seguro tienes demasiadas responsabilidades sobre tus hombros: marketer, vendedor, proveedor de productos\/servicios y m\u00e1s. \u00bfC\u00f3mo sabemos esto? Bueno, una de las preguntas m\u00e1s populares que recibimos a trav\u00e9s de nuestros canales de soporte es esta: \u00bfC\u00f3mo puedo utilizar Benchmark CRM y Benchmark Email en conjunto para obtener m\u00e1s&hellip;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.benchmarkemail.com\/es\/blog\/benchmark-email-y-benchmark-crm-donde-la-automatizacion-va-de-la-mano-con-las-ventas\/\" \/>\n<meta property=\"og:site_name\" content=\"Benchmark Email - Herramienta de Email Marketing\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/benchmarkemailes\" \/>\n<meta property=\"article:published_time\" content=\"2019-01-30T18:54:59+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-26T22:59:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.benchmarkemail.com\/es\/wp-content\/uploads\/sites\/4\/2020\/02\/Benchmark-Email-and-CRM-Where-Marketing-Automation-Meets-Personal-Sales-Follow-Ups-JPG.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1400\" \/>\n\t<meta property=\"og:image:height\" content=\"730\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Paul Rijnders\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@benchmarkesp\" \/>\n<meta name=\"twitter:site\" content=\"@benchmarkesp\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Paul Rijnders\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.benchmarkemail.com\\\/es\\\/blog\\\/benchmark-email-y-benchmark-crm-donde-la-automatizacion-va-de-la-mano-con-las-ventas\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.benchmarkemail.com\\\/es\\\/blog\\\/benchmark-email-y-benchmark-crm-donde-la-automatizacion-va-de-la-mano-con-las-ventas\\\/\"},\"author\":{\"name\":\"Paul Rijnders\",\"@id\":\"https:\\\/\\\/www.benchmarkemail.com\\\/es\\\/#\\\/schema\\\/person\\\/417a0bb5ef8c9d113220916de5d8952a\"},\"headline\":\"Benchmark Email y Benchmark CRM: Donde la automatizaci\u00f3n va de la mano con las ventas\",\"datePublished\":\"2019-01-30T18:54:59+00:00\",\"dateModified\":\"2025-11-26T22:59:49+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.benchmarkemail.com\\\/es\\\/blog\\\/benchmark-email-y-benchmark-crm-donde-la-automatizacion-va-de-la-mano-con-las-ventas\\\/\"},\"wordCount\":704,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.benchmarkemail.com\\\/es\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.benchmarkemail.com\\\/es\\\/blog\\\/benchmark-email-y-benchmark-crm-donde-la-automatizacion-va-de-la-mano-con-las-ventas\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.benchmarkemail.com\\\/es\\\/wp-content\\\/uploads\\\/sites\\\/4\\\/2020\\\/02\\\/Benchmark-Email-and-CRM-Where-Marketing-Automation-Meets-Personal-Sales-Follow-Ups-JPG.png\",\"articleSection\":[\"Otros Contenidos\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.benchmarkemail.com\\\/es\\\/blog\\\/benchmark-email-y-benchmark-crm-donde-la-automatizacion-va-de-la-mano-con-las-ventas\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.benchmarkemail.com\\\/es\\\/blog\\\/benchmark-email-y-benchmark-crm-donde-la-automatizacion-va-de-la-mano-con-las-ventas\\\/\",\"url\":\"https:\\\/\\\/www.benchmarkemail.com\\\/es\\\/blog\\\/benchmark-email-y-benchmark-crm-donde-la-automatizacion-va-de-la-mano-con-las-ventas\\\/\",\"name\":\"Benchmark Email y Benchmark CRM: Donde la automatizaci\u00f3n va de la mano con las ventas - 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He is the human junction between the executive and marketing teams that request the product, the IT team that builds the back end, the design team that creates the front end, the content team that gives the product a voice and the eager sales and support teams who will eventually take delivery of the product. 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