{"id":236,"date":"2013-03-04T13:44:04","date_gmt":"2013-03-04T12:44:04","guid":{"rendered":"http:\/\/blogs.encamina.com\/mascrm\/?p=236"},"modified":"2014-05-14T10:27:25","modified_gmt":"2014-05-14T09:27:25","slug":"repensando-crm-con-polaris","status":"publish","type":"post","link":"https:\/\/blogs.encamina.com\/mascrm\/2013\/03\/04\/repensando-crm-con-polaris\/","title":{"rendered":"Repensando proyectos CRM con POLARIS"},"content":{"rendered":"

La actualizaci\u00f3n POLARIS de Dynamics CRM ha introducido novedades que invitan a repensar c\u00f3mo plantear a partir de ahora el alcance de algunos requerimientos t\u00edpicos en los proyectos CRM, especialmente en lo que respecta a la automatizaci\u00f3n de procesos<\/strong>, con los nuevos formularios de flujos de procesos, y a la integraci\u00f3n con terceros sistemas<\/strong>, Skype y Bing concretamente.<\/span><\/p>\n

Automatizaci\u00f3n de procesos<\/h2>\n

De forma complementaria a la versatilidad que ofrecen los procesos\/flujos de trabajo, los nuevos formularios de flujos de procesos (UUX forms)<\/strong>, f\u00e1cilmente editables \u00a0y configurables desde la propia interfaz, ofrecen a los usuarios una forma muy intuitiva de introducir los datos relacionados con clientes potenciales, oportunidades y casos.<\/p>\n

\"1\"<\/a> \"2\"<\/a><\/p>\n

El efecto directo para un proyecto CRM es el ahorro en las jornadas dedicadas a la formaci\u00f3n de los usuarios, en tanto que esta nueva caracter\u00edstica facilita en gran medida la adopci\u00f3n del sistema pues les permite, de una forma hiper-guiada, introducir justo los datos requeridos en cada fase del proceso correspondiente.<\/p>\n

\"3\"<\/a><\/p>\n

Integraci\u00f3n<\/h2>\n

Dentro de las novedades en relaci\u00f3n con la integraci\u00f3n con terceros sistemas destaca la integraci\u00f3n de la telefon\u00eda con <\/strong><\/span>Skype, <\/strong>que permite establecer llamadas ente usuarios de este sistema y que, adem\u00e1s, crea autom\u00e1ticamente las actividades de tipo llamada, para reportar el contenido de las mismas en el propio CRM.<\/span><\/p>\n

\"6\"<\/a><\/p>\n

El efecto directo para un proyecto CRM es que, a muy bajo coste (las jornadas requeridas para la formaci\u00f3n de los usuarios en esta caracter\u00edstica), cualquier proyecto CRM ya puede ofrecer esta integraci\u00f3n de forma nativa.<\/p>\n

<\/p>\n

La segunda integraci\u00f3n que permite lo mismo que la anterior es la <\/span>integraci\u00f3n con Bing<\/strong>, como sistema de geolocalizaci\u00f3n de las cuentas, contactos y clientes potenciales en CRM.<\/span><\/p>\n

\"7\"<\/a><\/p>\n

Conclusiones<\/h2>\n

La nueva actualizaci\u00f3n de CRM, aka POLARIS, permite ofrecer funcionalidad que hasta la fecha requer\u00eda desarrollos m\u00e1s o menos complejos (mapas y procesos) o la adquisici\u00f3n de productos de terceros (telefon\u00eda), con un coste relativamente asequible para el cliente final que finalmente se reduce a la formaci\u00f3n de los usuarios en estas nuevas caracter\u00edsticas.<\/p>\n

Definitivamente, Microsoft vuelve a ‘aprovechar’ las buenas ideas y productos en el mercado CRM (integraci\u00f3n con Google maps en codeplex y productos de terceros -avaya, mscrm-addons-) para acercar a sus clientes CRM a sus propios productos y tecnolog\u00edas (Skype y Bing).<\/p>\n","protected":false},"excerpt":{"rendered":"

La actualizaci\u00f3n POLARIS de Dynamics CRM ha introducido novedades que invitan a repensar c\u00f3mo plantear a partir de ahora el alcance de algunos requerimientos t\u00edpicos en los proyectos CRM, especialmente en lo que respecta a la automatizaci\u00f3n de procesos, con … Continue reading →<\/span><\/a><\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6,91,95,87,96,12,88,89,78],"tags":[],"class_list":["post-236","post","type-post","status-publish","format-standard","hentry","category-automatizacion","category-consultancy","category-roadmap","category-desing","category-project-management","category-marketing","category-service","category-ventas","category-xrm"],"yoast_head":"\nRepensando proyectos CRM con POLARIS - M\u00e1s CRM<\/title>\n<meta name=\"description\" content=\"CRM, POLARIS\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"http:\/\/blogs.encamina.com\/mascrm\/2013\/03\/04\/repensando-crm-con-polaris\/\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"Juan Ribes\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"http:\\\/\\\/blogs.encamina.com\\\/mascrm\\\/2013\\\/03\\\/04\\\/repensando-crm-con-polaris\\\/#article\",\"isPartOf\":{\"@id\":\"http:\\\/\\\/blogs.encamina.com\\\/mascrm\\\/2013\\\/03\\\/04\\\/repensando-crm-con-polaris\\\/\"},\"author\":{\"name\":\"Juan Ribes\",\"@id\":\"https:\\\/\\\/blogs.encamina.com\\\/mascrm\\\/#\\\/schema\\\/person\\\/148a37e227c5716102c71c3ab092d73b\"},\"headline\":\"Repensando proyectos CRM con POLARIS\",\"datePublished\":\"2013-03-04T12:44:04+00:00\",\"dateModified\":\"2014-05-14T09:27:25+00:00\",\"mainEntityOfPage\":{\"@id\":\"http:\\\/\\\/blogs.encamina.com\\\/mascrm\\\/2013\\\/03\\\/04\\\/repensando-crm-con-polaris\\\/\"},\"wordCount\":410,\"commentCount\":0,\"image\":{\"@id\":\"http:\\\/\\\/blogs.encamina.com\\\/mascrm\\\/2013\\\/03\\\/04\\\/repensando-crm-con-polaris\\\/#primaryimage\"},\"thumbnailUrl\":\"http:\\\/\\\/blogs.encamina.com\\\/mascrm\\\/wp-content\\\/uploads\\\/sites\\\/10\\\/2013\\\/03\\\/1.png\",\"articleSection\":[\"Automatizaci\u00f3n\",\"Consultor\u00eda\",\"CRM Roadmap\",\"Dise\u00f1o\",\"Gesti\u00f3n de proyectos\",\"Marketing\",\"Servicio\",\"Ventas\",\"XRM\"],\"inLanguage\":\"es\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"http:\\\/\\\/blogs.encamina.com\\\/mascrm\\\/2013\\\/03\\\/04\\\/repensando-crm-con-polaris\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"http:\\\/\\\/blogs.encamina.com\\\/mascrm\\\/2013\\\/03\\\/04\\\/repensando-crm-con-polaris\\\/\",\"url\":\"http:\\\/\\\/blogs.encamina.com\\\/mascrm\\\/2013\\\/03\\\/04\\\/repensando-crm-con-polaris\\\/\",\"name\":\"Repensando proyectos CRM con POLARIS - 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