Sales process setup in CRM

SALES PROCESS setup IN CRM
in 15 MINUTES

Quick start.

HOW IT WORKs?

Automatic sales funnel.

This is a set of special settings that we upload to your CRM Bitrix24 portal. You do not need to configure yourself, you will get an automatic system for immediate use in your daily projects.

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functionality

✓ Customized fields in Leads / Deals

✓ Required fields for manager

✓ Automatic tasks and reminders

✓ Automatic lead conversion

✓ Customized company form for the VAT ID application

✓ Ready stages of processing Leads / Deals

✓ Setup Sales funnel

✓ Automatic control system for manager: reminders and prompts the sequence of all subsequent actions

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CUSTOMIZED LEAD FORM

STAGE "First MEETING"

This stage includes filling in the required fields: email, phone, address, contact person.

STAGE "confirmation MEETING"

At this stage you can schedule a date for meeting with the client (day, time, etc.).

STAGE ”Rejected”

At this stage you can fill in the reason for the rejection: dissatisfaction with the quality of services provided, high price and others.

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lead processing

unprocessed

After the Client completes the form, a notification about the creation of a new Lead is sent to the system. At this point, the system automatically sends a welcome message to the Client. If the lead is not processed within 24 hours, the manager will receive a system notification that the lead is not being processed.

appoint a meeting

At this stage, the person responsible for the converted Lead is assigned the task for contacting the Client and making an appointment or discussing the Client's needs by phone.

NO CONTACT / CALL BACK

The stage is designed to store Client inquiries on hold. The deadline for being at this stage is 5 days, after this deadline, manager receives an overdue lead notification.

MEETING CONFIRMED

If a meeting with the Client is necessary, after setting its date, we move Lead to the Meeting confirmed stage. To go to the stage, it is obligatory to indicate the date and time of the next contact in the calendar. The manager is assigned a task to appoint a meeting and then classify the lead as completed or rejected. After 24 hours from the scheduled date of the meeting, manager receives a system notification.

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customized DEAL FORM

AT THIS STAGE THE CONTRACT IS SIGNED and SENT AUTOMATICALLY

AT THE STAGE ”REJECTED” YOU CAN fill in THE REASON

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DEAL PROCESSING

Commercial offer

At this stage, the manager is assigned a task with preparing an offer and sending it to the Client. There is no more than 4 days at this stage. When this period is exceeded, a notification of the arrears is made.

OFFER ACCEPTED

If the offer is accepted by the Client, the manager takes the Deal to this stage and is assigned a task with drafting up up a contract and sending it to the Client.

signing an agreement

After the contract is prepared, the manager moves to this stage and fills in the necessary fields. Depending on the field selection, the system offers two solutions: automatic sending a letter to the Client with the contract in the attachment or the manager receives the task for delivering the contract to the Client. In both cases, the manager is given the task of checking the received documents and signing it.

PAYMENT

At this stage, the manager is assigned a task for issuing the final invoice and sending it to the Client along with the instructions and the application to be completed.

Special offer:

When you purchase "Sales process setup in CRM in 15 minutes" - you get the annual license for the application "Check the company by NIP or VAT ID" FOR FREE.

APPLICATION FOR AUTOMATIC FILLING OF FIELDS IN COMPANY PROFILE IN BITRIX24

Automatic creation of a company by the Tax Identification Number based on the Central Statistical Office data.

The application solves automation tasks using the following functions:

✓search for company data by tax identification number;
✓ automatic filling of fields on the company card (Downloading data from the Central Statistical Office);
✓ immediate synchronization from the list of VAT payers;
✓ edit fields and fill out the necessary card manager fields.
✓ quick access to the application by embedding in the deal, which allows adding company to the deal.

More about the application

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CONFIGURATION examples

"Sales process setup in CRM in 15 minutes" can be easily implemented and adapted in any company and can automate routine manager processes. Read more customer stories and implementation examples.

CRM implementation IN THE IT COMPANY

An example of sales automation and project implementation in Bitrix24 for an IT company.

CRM FOR FINANCIAL SERVICES

Sales Automation of consulting services in the field of finance, quick documents creation.

GET "SALES PROCESS SETUP IN CRM IN 15 MINUTES" RIGHT NOW!

Don't postpone the implementation of automation in your company.
And we will be happy to help you!

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HAVE ANY QUESTIONS? CONTACT US!

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Contact Info

NOCLOUD SOLUTIONS INC.

+1 (202) 960 71 67

Contact us

NOCLOUD SOLUTIONS INC.

Address: 8867 Morgan Landing Way
Boynton Beach, FL 33473

Phone Number: +1 (202) 960 71 67

Email: info@nocloudsolutions.com