Curso Kommo CRM ⚙️ Configuración COMPLETA desde CERO (Tutorial 2026) | Academia Kommo [Ep.4]
#Kommo #CRMTutorial #B2BSales #KommoAcademy #DotsCom Theory is over. It's time to get your hands dirty and build your sales machine. If you were looking for a tutorial where nothing is hidden, you've just found it. Welcome to Episode 1.4 (End of Module 1) of the Kommo Academy. This is an intensive, almost 2-hour Masterclass where I'll guide you step-by-step, click by click, to get your ecosystem 100% operational. You don't need any prior programming knowledge. You just need focus. Grab a coffee and let's start setting up your account! 👇 WHAT YOU WILL LEARN IN THIS MASTERCLASS: Here are the structured and SEO-optimized timestamps based on the content of the Kommo CRM setup tutorial: 00:00 - Introduction and Mindset: The importance of setting up a solid foundation in your CRM to avoid losing clients 01:33 - Creating a Kommo Account: How to register your company and make the most of the extended free trial period 05:07 - Transition to the New Beta Menu: Key differences between the classic interface and the new Kommo 2026 view 08:54 - Initial Workspace Setup: Setting time zone, currency, and customizing your agency's subdomain 14:34 - Managing Users and Team Roles: How to structure permissions for administrators, managers, and salespeople 21:07 - Setting Up Branches: Using groups to restrict access to information among different sales teams 22:34 - Activating Artificial Intelligence (Copilot): How to train the AI with Your website data to get suggested responses 29:36 - Main Dashboard Tour: Exploring pipelines, inbox, to-dos, and CRM sections 33:34 - WhatsApp Cloud API Connection: Step-by-step guide to officially integrating your business number using Meta's Business Manager 42:38 - Payment Method Verification: Setting up your card on Facebook to fully activate WhatsApp API services 45:39 - Live Demo (Inbound Lead): What a new prospect's entry from WhatsApp looks like into the Kommo funnel 50:10 - WhatsApp Backup: Recommended tool to download and save your chats before deleting the traditional app 55:09 - Internal Communication and Tasks: Using team chat for managers and creating follow-up reminders 1:03:20 - Creating the First Salesbot (Main Menu): Step-by-step design of an interactive welcome bot with buttons and PDF downloads 1:17:24 - Testing the Bot on WhatsApp: Live test of the virtual assistant's functionality interacting like a real customer 1:20:52 - Advanced logic for Salesbots: Using conditions with keywords, automatic tags, and follow-up pauses 1:35:52 - Round Robin assignment: Setting up the equitable distribution of leads among multiple sales representatives 1:39:36 - Social media comment automation: Bot for sending automatic direct messages on Instagram and Facebook 1:42:52 - Automation triggers and after-hours: Running bots based on pipeline stage or business hours 1:46:11 - Email integration: Centralizing your Gmail or Outlook account directly in the customer profile 1:47:30 - Pipeline design and editing: How to modify stage names and colors to adapt the funnel to your business 1:51:48 - Module 1 closing and next steps: Summary of completed integrations and a preview of what's coming in the academy Kommo By the end of this video, you'll have the technical infrastructure ready to start invoicing. 🎁 EXCLUSIVE RESOURCE: 14-DAY FREE TRIAL Don't create your account from the official website. Use our Authorized Partner link to get a 14-day extended trial and get a head start: ➡️ https://kommo.cc/K/VN9L2P 🚀 PREFER TO DELEGATE ENGINEERING? If your time is more valuable than configuring software, our team will do it for you. At DotsCom Agency, we install this turnkey ecosystem, tailored to your company's needs. ➡️ https://wa.link/d4xukk 📱 FOLLOW ME ON INSTAGRAM Daily business strategy and behind-the-scenes agency updates: ➡️ / santi.perezmoreno 💼 LEARN ABOUT OUR SERVICES (DotsCom Agency) ➡️ https://dotscomagency.com/ 🧑🧒🧒 JOIN OUR COMMUNITY We announce all the latest news exclusively for our subscribers on these WhatsApp and Discord channels, so don't miss out! ➡️ https://whatsapp.com/channel/0029VbCF... #KommoTutorial #SalesAutomation #WhatsAppBusinessAPI #CRMConfiguration #SantiPerez #Emprendimiento

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