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