Bitrix24 Webinar: Next Level CRM (October 2022)
An introduction to managing interactions with customers and prospects within Bitrix24 CRM, using business processes to automate your sales and prospecting activities!
We covered:
✅ Customising the company and contact pages and creating bespoke quote and invoice PDF’s
✅ Managing day-to-day activities so users see the full picture of all customer interactions
✅ Developing processes to assist sales teams in understanding customer needs and close more deals
Go straight to...
0:00 Intro
1:15 What is Bitrix24?
2:40 Why choose Bitrix24 for your CRM?
5:20 How to generate leads within Bitrix24
9:20 How to add leads and integrate with social media
11:25 How to use Bitrix24 web forms
12:40 Customising your leads board
15:20 What are leads?
17:20 Tracking lead progress and activity
19:30 How to organise your leads
21:50 360 view of your customers
22:50 Creating quotes and invoices within Bitrix24
24:40 How to set automation tools and triggers
26:50 Introducing the Smart Process Automation tool
29:30 Case study of the sales process
32:40 How to arrange a call with a lead within Bitrix24
39:20 Business Process Design tool
42:00 Reporting within the Bitrix24 CRM system
46:45 Cloud vs Self Hosted
48:05 Summary
49:40 Our upcoming webinars and a LIVE Q&A!
@bitrix24 💫
Want to find out more? Follow the link below 👇
https://www.intreface.com/
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