Sales Scorecard Implementation using Bitrix

Are you managing many leads and deals in Bitrix and would like to prioritize it so that you sales team can focus on high winning probability deal?

A score card is a good structured approach to determine probability of winning a deal. By implementing a score card, the system will automatically populate the probability field in Bitrix based on defined information that your sales team knows about a deal.

A weightage can be applied to questions and are then scored and sum up at the deal level. Some of the criteria that can be applied on a scorecard includes:

  • Budgetary information
  • Project or tender requirements identified
  • Award procedure and timeline is known
  • Internal coach availability
  • Solution is known

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