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rommul2015-06-10 13:34:24
CRM
rommul, 2015-06-10 13:34:24

How to smartly implement Bitrix 24 CRM in a company?

Hello everyone again!
How to properly implement CRM Bitrix 24 in your company?
Now I use only the LEADS tab. Orders are imported there. And the manager processes applications. If you need to evaluate the project - he appoints the Appraiser for the project. Simply by changing the person responsible for the LEAD. Well, we assign statuses for projects.
Advise, please, algorithm of implementation?
How to calculate efficiency? How to manage and control the process?
Maybe there are interesting detailed cases or guides, or your own experience. Perhaps in the form of a consultation.
Main questions.
How to get daily reporting on the previous day?
How does it get conversions from statuses to status?
How to calculate the average time by day for transfers from status to status?
How to find problem areas?
How to turn it into a management tool?

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3 answer(s)
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Renat Bugrov, 2015-06-10
@renat79

well, you just need to wait until the Bitrix manager logs in and writes the answer according to the training manual)

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Julia Bedrosova, 2015-06-10
@Bedrosova

You need to create business processes. First, the lead distribution business process, which will assign a lead to a responsible person, create tasks for it, request additional information, and after its life cycle has passed, convert the lead into a deal. Further on the transaction, you can also hang a BP for each status change, and BPs must create tasks for managers taking into account time. Then all this will really work as a powerful and irreplaceable system.
It is important, of course, to decide on the structure of the PSU.

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LeaderMaximum, 2016-05-08
@LiderMaximum

Bitrix24 is primarily a corporate portal.
If you need CRM, then you should choose other solutions, such as SalesMan CRM.

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