{"id":24470,"date":"2025-06-20T00:48:37","date_gmt":"2025-06-20T00:48:37","guid":{"rendered":"https:\/\/mountainstream.co\/docs\/crm\/"},"modified":"2026-01-07T06:00:33","modified_gmt":"2026-01-07T06:00:33","password":"","slug":"crm","status":"publish","type":"docs","link":"https:\/\/mountainstream.co\/es\/docs\/crm\/","title":{"rendered":"CRM"},"content":{"rendered":"\n<h2 class=\"wp-block-heading has-text-color has-link-color has-medium-font-size wp-elements-ce79e73be644e7f83b2a7569a9020923\" id=\"h-customer-relationship-management\" style=\"color:#113058\"><strong>Gesti\u00f3n de las relaciones con los clientes<\/strong><\/h2>\n\n<p style=\"font-size:16px\">Streamline tiene un CRM integrado que no solo le ahorra tiempo al gestionar uno externo, sino que tambi\u00e9n le ahorra dinero, ya que forma parte del paquete.<\/p>\n\n<p style=\"font-size:16px\">Configure recordatorios por correo electr\u00f3nico para los pr\u00f3ximos eventos. <\/p>\n\n<p style=\"font-size:16px\">Env\u00ede muestras desde el carrito haciendo clic en el icono de regalo. Las muestras se registran autom\u00e1ticamente en el CRM. Si no se recibe ning\u00fan pedido en un plazo de tres d\u00edas tras el env\u00edo de las muestras, se enviar\u00e1 un correo electr\u00f3nico de recordatorio al cliente y usted recibir\u00e1 una copia oculta. Si transcurridos siete d\u00edas a\u00fan no se ha recibido ning\u00fan pedido, le recordaremos que realice un seguimiento.   <\/p>\n\n<p style=\"font-size:16px\">Registrar otros eventos como quejas, citas o reuniones es f\u00e1cil. Los campos se rellenan autom\u00e1ticamente con datos de la base de datos, por ejemplo, contactos, direcciones, etc. <\/p>\n\n<p>Comparte tus eventos con otros miembros del equipo y filtra r\u00e1pidamente los informes por tipo de evento, cliente o fecha. <\/p>\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e5e5530e821&quot;}\" data-wp-interactive=\"core\/image\" class=\"wp-block-image size-large bdocs-img-border wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"511\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on-async--click=\"actions.showLightbox\" data-wp-on-async--load=\"callbacks.setButtonStyles\" data-wp-on-async-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/mountainstream.co\/wp-content\/uploads\/2024\/10\/CRM1-1024x511.gif\" alt=\"Captura de pantalla de un ordenador que muestra ejemplos de quejas y recordatorios en la pantalla.\" class=\"wp-image-16614\" srcset=\"https:\/\/mountainstream.co\/wp-content\/uploads\/2024\/10\/CRM1-1024x511.gif 1024w, https:\/\/mountainstream.co\/wp-content\/uploads\/2024\/10\/CRM1-300x150.gif 300w, https:\/\/mountainstream.co\/wp-content\/uploads\/2024\/10\/CRM1-768x383.gif 768w, https:\/\/mountainstream.co\/wp-content\/uploads\/2024\/10\/CRM1-1536x766.gif 1536w, https:\/\/mountainstream.co\/wp-content\/uploads\/2024\/10\/CRM1-1000x500.gif 1000w, https:\/\/mountainstream.co\/wp-content\/uploads\/2024\/10\/CRM1-670x335.gif 670w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Agrandar\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on-async--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#cccccc;color:#cccccc\"\/>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-right is-layout-flex wp-container-core-buttons-is-layout-765c4724 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button bdocs-custom-btn\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/mountainstream.co\/register-your-company\/\">Get Started<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Gesti\u00f3n de las relaciones con los clientes Streamline tiene un CRM integrado que no solo le ahorra tiempo al gestionar uno externo, sino que tambi\u00e9n le ahorra dinero, ya que&#8230;<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[158],"doc_tag":[],"class_list":{"0":"post-24470","1":"docs","2":"type-docs","3":"status-publish","5":"doc_category-clientes"},"year_month":"2026-04","word_count":176,"total_views":"364","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Dwight Vista","author_nicename":"vistadwight","author_url":"https:\/\/mountainstream.co\/es\/author\/vistadwight\/"},"doc_category_info":[{"term_name":"Clientes","term_url":"https:\/\/mountainstream.co\/es\/docs-category\/clientes\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.4) - 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