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Lead management in Bitrix24:
learn how to do

Learn what lead management is and see how to achieve high-performance management using the CRM tool Bitrix24

What is lead management? Do you know? In practice, it means developing, monitoring, and transforming business opportunities through lead generation and inbound or outbound marketing planning.


A lead is a user who – naturally – shares their information with a certain business, aiming to obtain some advantage. This person, for example, plans to download a virtual book or go to an event.


In this way, it symbolizes a sales opportunity , making him interested in what the company has advertised; that is, in that product, which - at that moment - is part of his database.


When coordinating leads, it's necessary to be aware of the products or services offered. This action occurs during the central phases of the sales strategy and funnel.


Therefore, to understand what this management means, it is essential to be aware of the four stages of this type of management, which are: capture, qualify, nurture and convert.

How can technology help with lead management?

Technology has changed and has significantly changed the different spheres of our lives. This also applies to the sales area. It can optimize customer acquisition methods, the demonstration of your product and the ways to complete a specific business.


As the commercial field has become increasingly competitive, as time passes, companies need to resort to technological resources to avoid being left behind.


And, speaking of being left behind, if we think about life before, when we didn't use the various social networks that exist today, we have the impression that that time is very distant, isn't it?


Based on these facts, we need to understand the relevance of technology for small, medium, and large organizations – since there is a multitude of tools that can boost any type of business. Not to mention that technology can provide data automation tools to manage leads more effectively.

Based on this principle, the CRM lead management system emerges , known as a group of tools that enables the capture, classification, and conversion of contacts into customers.


This task can become difficult if the right tools are not used. Furthermore, a contact goes through many stages before conversion . Therefore, it's pointless for a company to have numerous contacts if it doesn't convince them to buy.


It is worth noting that the Bytebio uses technologies with excellent performance and performance, focusing on the companies’ objectives. Offers a partnership in digital transformation, bringing innovative technological solutions to marketing.


Another strategic point of this organization is Inbound Marketing, which involves weekly blog posts, as well as organic content on social media. They also create ads on Google Ads, Facebook Ads, and LinkedIn Ads. Automating the newsletter flow for the customer base is also part of the workflow.

Manage your leads with CRM Bitrix24

As seen previously, you need to have the right tools to win over customers. In this way, the system of lead management, such as, for example, the Bitrix24.


As a CRM (Customer Relationship Management) is used – which, as the name suggests, aims at Customer Relationship Management – ​​to manage these leads, this method will help at every stage and increase the generation of future consumers . Including, o Bitrix24 offer an unlimited number of leads.


Briefly, the Bitrix24 is software that works online, with more than 35 integrated devices, containing the CRM – responsible for capturing leads and generating invoices.


So, through this important tool, it is possible to produce marketing campaigns, in addition to monitoring metrics; automate flows and monitor sellers’ services; use channels – live –, forms or telephony; create, edit and share documents and files in one space; online time clock and other features.


In short, for us – from Bytebio - Or Bitrix24 CRM is understood as a set of strategies and technologies used to analyze the company's relationships with customers, with a lead or a future buyer.


It performs all these functions with quality, simplicity and, above all, efficiency; unites businesses, improves times and accelerates results. With all this, a structured space is built for external relations, making it possible to manage communication, people, customers, campaigns and projects.

Bitrix24 does it really work?

Yes it works! It has already been tested by more than 10 million businesses around the world. Furthermore, it has already been praised by CRM experts.


Even those who have no experience with this mechanism will see how easy it is to configure and use. It has an extensive possibility of integration with different platforms.


O Bitrix24 It's perfect for remote sales, practiced by professionals who work from home.


In addition to the diversity of benefits, the Bitrix24 provides a free website creation tool. Therefore, the user will be able to develop websites and virtual stores for any company.


It is also possible to make these resources available to customers. You don't need to have great programming or design skills. It's all very simple and practical. In fact, the website built using this system has spaces for email marketing, forms and chat.

Signing Off

Managing leads is not an easy task, especially when we are looking for qualified leads. Today, there are several platforms that offer this lead nurturing and marketing automation, focusing on the sales and lead conversion process. The sales team needs to be prepared to meet these demands and, therefore, a well-established connection between the marketing and sales sectors is extremely important.


If your business is looking for greater effectiveness in obtaining a qualified lead and generating leads with high performance, Bytebio is a GOLD partner of Bitrix24 and we can help you through digital transformation. Find out more about how we can help you by visiting Bitrix24 CRM .

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