Managing Sales Team using Bitrix24

  • Do you have problem tracking your sales team ?
  • Do you want to monitor their activities to have better visibility of your sales pipeline?
  • Do you want to enforce a standard sales approach so that new sales member can follow and execute easily?

Bitrix24 can be configured to include deal qualification criteria. The criteria can be configured as checklist or task templates to ensure that all deals gets all the required information for qualification. The criteria includes:

  • Availability of basic user requirement
  • Some indication of budget info
  • Duration of project
  • Availability of partner or internal skillset
  • Individual role that can influence the deal (economic buyer, user, technical, coach)

Once a deal has been qualified, Bitrix24 can enforce mandatory information to be input into the system to execute sales plan. The information to be included can be a subset of the following:

  • Risk assessment (operational, legal, financial)
  • Procurement process
  • Competitor analysis
  • Stakesholder
  • Customer Preferences

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