It can include various actions on elements of the system; such as sending emails, assigning responsible persons, performing tasks; and operations of the general document management system: from record management to archiving. Based on leading management methodology, the system serves as a bridge between marketing and sales information systems.
Leads, a CRM object representing their interest in a list of phone numbers philippines product or service to a buyer, typically the organization's marketing strategy and the various sales channels (website, social networks and direct sales channels, etc.) is the result of his actions. It is prioritized according to the level of qualification and probability of realization on the system. At the end of a transaction, leads may qualify as junk or quality leads.
Agreements are system objects of sales, business processes that involve interaction with a buyer regarding a transaction. Agreements proceed through the system with a series of customizable States issued by the system or customized according to a workflow, resulting in a closed sale (won or lost). At this stage of the sales process, the system offers the opportunity to create a quote together with the dispatch invoice as two new objects in the system as accounting operations.
Bitrix24 integrates with the project management system by clearly following the specified stages of the lead management and sales process within its own structure through the system for organizing operational processes in sales. At the system adjustment stage, the clear organizational structure of departments and functional units is determined, while the organization follows the same structure for adjusting the internal communication system. Each unit can be set up as a single working group, subsystem network, where collaboration and work are documented in the activity flow, in which employees in it have all the functions of the entire system. Projects are also structured through working groups, allowing teams consisting of employees from different units and different functions to be created with the same document management panel. When a new version of the document is installed, the previous one is not deleted but is stored so that it is always available, and the recorded history gives information about the time the version was created and the user who created it.
Documents in the cloud, locally on the computer or text documents, spreadsheets, and presentations by providing tools for Google Docs and Microsoft Office Online is edited and saved in a cloud, and easily and also all event records are indexed, messages or system is subjected to search for objects. By creating a project task, the time management option is enabled, which tracks the task duration and provides transparent performance reports of the project at any time. Employees can enter and record absentee days independently through the system. Reports can also be generated for each department and each employee on a weekly, monthly, or annual basis supporting HR management.