CRM system offers many conveniences

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After setup, it is necessary to constantly monitor its effectiveness using analysis tools: reports, conversion, analysis of problem areas.
Conclusion
Working with clients in a. Firstly, all information about the consumer is stored in one centralized place, which makes it easier to access and more organized. Secondly, CRM systems automate routine tasks such as sending emails, meeting reminders, and updating deal statuses. This allows employees to save time and focus on more important aspects of work.

In this article, we looked at the key aspects new zealand telegram number database of working with leads in Bitrix24. Let's summarize the main points:
1
A lead is a potential customer whose details are entered into the system. This could be a person, organization, or contact who has shown interest in your company's products and services.
2
New entries can be added manually or automatically using forms on the site, as well as using APIs and webhooks.
3
Requests can be distributed according to rules (for example, by source or region, as well as by the specialist’s workload) or manually between managers.
4
Duplicates can be eliminated using the built-in "Duplicate Control" function or by using third-party tools/scripts.
5
Funnel optimization includes the formation of deal stages, automatic movement between them depending on the selected conditions and the appointment of responsible persons.