{"id":7930,"date":"2025-07-03T23:16:08","date_gmt":"2025-07-03T23:16:08","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=7930"},"modified":"2025-07-08T18:57:23","modified_gmt":"2025-07-08T18:57:23","slug":"conoce-embudo-de-ventas-y-sus-etapas","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=7930","title":{"rendered":"Conoce tu embudo de ventas y sus etapas"},"content":{"rendered":"\n

Desde el m\u00f3dulo de CRM puedes visualizar tu embudo de ventas de forma clara y ordenada, con cada etapa del proceso comercial <\/strong>(totalmente personalizable) y ver en qu\u00e9 etapa se encuentra cada uno de los tratos registrados.<\/p>\n\n\n\n

Nota:<\/strong> El m\u00f3dulo CRM est\u00e1 disponible a partir del plan Est\u00e1ndar. Si a\u00fan no cuentas con este plan, puedes actualizarlo desde Mi cuenta > Mi plan.<\/em><\/p>\n\n\n\n

\n\n\n\n

Etapas predeterminadas en el embudo de ventas<\/h3>\n\n\n\n
    \n
  1. Desde el men\u00fa lateral izquierdo accede a CRM > Embudo de ventas.<\/strong><\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
      \n
    1. Podr\u00e1s visualizar el embudo de ventas con las etapas precargadas por el sistema. Cada etapa se ver\u00e1 representada por una columna distinta.<\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n
        \n
      1. Contacto inicial:<\/strong> Aqu\u00ed se muestran los tratos que acaban de comenzar. Son los primeros acercamientos con tu cliente.<\/li>\n\n\n\n
      2. Presupuesto:<\/strong> Son los tratos a los que ya les generaste un presupuesto, pero a\u00fan no ha sido enviado.<\/li>\n\n\n\n
      3. Propuesta enviada:<\/strong> Incluye los tratos a los que ya se les mand\u00f3 una propuesta formal o cotizaci\u00f3n y est\u00e1s a la espera de respuesta por parte de tu cliente.<\/li>\n\n\n\n
      4. Negociaci\u00f3n:<\/strong> Los clientes ya respondieron, sin embargo, a\u00fan no son tratos ganados o perdidos. Se encuentran interesados, pero a\u00fan est\u00e1n negociando condiciones, precios, servicios, etc.<\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

        Desde el m\u00f3dulo de CRM puedes visualizar tu embudo de ventas de forma clara y ordenada, con cada etapa del proceso comercial (totalmente personalizable) y ver en qu\u00e9 etapa se encuentra cada uno de los tratos registrados. Nota: El m\u00f3dulo CRM est\u00e1 disponible a partir del plan Est\u00e1ndar. Si a\u00fan no cuentas con este plan, puedes actualizarlo desde Mi cuenta > Mi plan. Etapas predeterminadas en el embudo de ventas<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,40,41],"tags":[30],"class_list":["post-7930","post","type-post","status-publish","format-standard","hentry","category-academia","category-crm","category-embudo-de-ventas","tag-facil"],"aioseo_notices":[],"yoast_head":"\nConoce tu embudo de ventas y sus etapas - Academia<\/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.docdigitales.com\/academy\/?p=7930\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Conoce tu embudo de ventas y sus etapas - Academia\" \/>\n<meta property=\"og:description\" content=\"Desde el m\u00f3dulo de CRM puedes visualizar tu embudo de ventas de forma clara y ordenada, con cada etapa del proceso comercial (totalmente personalizable) y ver en qu\u00e9 etapa se encuentra cada uno de los tratos registrados. 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