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What is CRM system?

What is CRM system?

By (admin) Jamie Bulatov - Last updated 06/07/2017 06:40:12 pm

Customer Relationship Management system (CRM) is a system for manage relationships with your clients. This business software includes a database of contacts and companies that you dealing with and allows you track all events related to your clients (such as calls, emails, meetings, etc.) and create invoices and other documents for them. CRM system as well as has functionality for planning your own activities, create all kinds of reports and sales funnel.

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Effective Lead Management in Bitrix24 CRM

Effective Lead Management in Bitrix24 CRM

By (admin) Jamie Bulatov - Last updated 06/07/2017 06:40:35 pm

Lead is a potential deal, a "cold contact" or interest shown by somebody that can be converted into your buyer as a result of your efficient communication and nurture. E-mail, phone number, different events - all of those can become as initial point for your sales managers.

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CRM Lead Activities. How To Work With Leads.

CRM Lead Activities. How To Work With Leads.

By (admin) Jamie Bulatov - Last updated 06/07/2017 06:40:25 pm

When the lead passes through CRM sales manager can assign to him different statuses, such as "Initial Enquiry", "Quote Sent", "In Contact", etc. You can add your own statuses on CRM settings in depending on your sales team workflow. If the Lead is successful it can be converted into a Contact, Company, or Deal. If it is a junk Lead so the manager is able to delete it.

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Lead Conversion. How To Get More Deals.

Lead Conversion. How To Get More Deals.

By (admin) Jamie Bulatov - Last updated 06/07/2017 06:44:09 pm

You can easily convert your Bitrix24 CRM leads to contacts, companies or deals (or to multiple entities at the same time) keeping leads
both default & custom fields values & activities converted.

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