CRM Customer Relationship Management System
Posted: Sun Dec 22, 2024 10:17 am
As a CRM system, Bitrix24 offers easy automation via default workflow or by creating customized workflow.
It can include various actions on elements of the system; such as sending e-mails, assigning responsible persons, performing tasks; and the operations of the general document management system: from records management to archiving. The system, based on the lead management methodology, acts as a bridge between marketing and sales information systems.
Leads are a CRM object that represents a buyer’s interest in a list of phone numbers philippines product or service and are usually the result of the organization’s marketing strategy and actions taken through various sales channels (website, social networks, direct sales channels, etc.). They are qualified in the system and prioritized according to their probability of occurrence. At the end of a process, leads can be qualified as either unimportant or qualified leads.
Deals are system objects of sales, business processes that involve interaction with a buyer regarding a transaction. Deals progress through the system with a series of customizable states given by the system or customized according to a workflow and result in a closed sale (won or lost). At this stage of the sales process, the system offers the possibility of creating a price quote together with a shipping invoice as two new objects in the system as accounting transactions.
Project and task management
Bitrix24 integrates with the project management system, through the system for the organization of operational processes in sales, by clearly following the specified stages of the lead management and sales process. While the clear organizational structure of departments and functional units is determined at the system setup stage, the organization follows the same structure for setting up the internal communication system. Each unit can be set up as a single workgroup, subsystem network, where employees within it have all the functions of the entire system, and where cooperation and work are documented in the flow of activities. Projects can also be structured via workgroups, allowing teams consisting of employees from different units and different functions to be created with the same document management panel. When a new version of a document is uploaded, the previous one is not deleted, but is stored so that it is always available, and the save history provides information about the time the version was created and the user who created it.
Documents can be edited and saved in a cloud, providing Google Docs and Microsoft Office Online tools for text documents, spreadsheets and presentations locally on the computer, and easily indexed, and also all activity records, messages or system objects are subject to search. By creating a project task, the time management option is activated, which tracks the task duration and provides transparent performance reports of the project at any time. Employees can independently enter and record absence days through the system. Reports can be generated for each department and each employee on a weekly, monthly or annual basis, which also supports HR management.
It can include various actions on elements of the system; such as sending e-mails, assigning responsible persons, performing tasks; and the operations of the general document management system: from records management to archiving. The system, based on the lead management methodology, acts as a bridge between marketing and sales information systems.
Leads are a CRM object that represents a buyer’s interest in a list of phone numbers philippines product or service and are usually the result of the organization’s marketing strategy and actions taken through various sales channels (website, social networks, direct sales channels, etc.). They are qualified in the system and prioritized according to their probability of occurrence. At the end of a process, leads can be qualified as either unimportant or qualified leads.
Deals are system objects of sales, business processes that involve interaction with a buyer regarding a transaction. Deals progress through the system with a series of customizable states given by the system or customized according to a workflow and result in a closed sale (won or lost). At this stage of the sales process, the system offers the possibility of creating a price quote together with a shipping invoice as two new objects in the system as accounting transactions.
Project and task management
Bitrix24 integrates with the project management system, through the system for the organization of operational processes in sales, by clearly following the specified stages of the lead management and sales process. While the clear organizational structure of departments and functional units is determined at the system setup stage, the organization follows the same structure for setting up the internal communication system. Each unit can be set up as a single workgroup, subsystem network, where employees within it have all the functions of the entire system, and where cooperation and work are documented in the flow of activities. Projects can also be structured via workgroups, allowing teams consisting of employees from different units and different functions to be created with the same document management panel. When a new version of a document is uploaded, the previous one is not deleted, but is stored so that it is always available, and the save history provides information about the time the version was created and the user who created it.
Documents can be edited and saved in a cloud, providing Google Docs and Microsoft Office Online tools for text documents, spreadsheets and presentations locally on the computer, and easily indexed, and also all activity records, messages or system objects are subject to search. By creating a project task, the time management option is activated, which tracks the task duration and provides transparent performance reports of the project at any time. Employees can independently enter and record absence days through the system. Reports can be generated for each department and each employee on a weekly, monthly or annual basis, which also supports HR management.