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Business Pipelines in Bitrix24: tips and strategies

Discover how business pipelines in Bitrix24 can transform your company's sales management with efficient automation and customization.
Sales management is one of the most crucial activities for the success of any company. The efficiency with which business opportunities are managed can determine the growth or stagnation of an organization. In this context, the business pipelines stand out as essential tools for organizing, visualizing and tracking all the sales process steps.

Using a robust CRM, companies of all sizes can transform their sales management, increasing the productivity and effectiveness of their teams. Learn about the importance of business pipelines in Bitrix24, highlighting its benefits, features and practical tips to maximize its use.

What are business pipelines?

Business pipelines are visual structures that represent the stages of a sales process, from the first contact with the customer until the closing of the deal. With the pipelines of CRM Bitrix24, companies can organize and track all interactions and activities related to prospects and potential customers.

Business pipelines in Bitrix24 allow sales teams to track the progress of each opportunity in a visual and intuitive way. Each stage can be customized to suit specific sales process for each company, facilitating the identification of bottlenecks and the prioritization of actions.

No Bitrix24, you can set goals and deadlines for each stage, assign people responsible, and set up automatic notifications to ensure that no opportunity is overlooked or even lost. In addition, the kanban or list view provides a clear and up-to-date view of the status of each deal, allowing for a more efficient and proactive management.
Business pipeline and sales tunnels in Bitrix24
Find out how increase your sales com 7 CRM Features Bitrix24 that will boost your results.

Optimizing organization and operational efficiency with Business Pipelines

Business pipelines organize workflows, optimize operations and boost team performance, promoting more fluid collaboration and better results.
  • Organization

    Organization is one of the main benefits provided by business pipelines. With them, information is centralized and easily accessible, reducing the need for manual searches and minimizing the chance of errors. Each team member can view sales progress in real time, knowing exactly what needs to be done at each stage.
  • Operational efficiency

    Business pipelines also increase operational efficiency by automate repetitive tasks and provide valuable insights into sales team performance. With detailed reporting and built-in analytics, managers can quickly identify which strategies are working and which ones need to be adjusted.
Furthermore, process automation in Bitrix24, such as sending follow-up emails or status updates, frees up time for salespeople to focus on more strategic activities, such as building relationships and negotiating contracts.
People working with organization and operational efficiency

Like Bitrix24 facilitates business pipeline management

Managing business pipelines is an essential part of the success of any company that works with sales. Bitrix24, offers robust tools for the creation and management of business pipelines, allowing companies to track their sales opportunities in an efficient and organized manner. Its features include:

  • Kanban and list view: allows you to view and manage your business in a visually intuitive way, whether in a list format or using the Kanban method.

  • Automation of tasks: Automate repetitive tasks within the pipeline, such as sending emails, assigning tasks to team members, and changing deal statuses, using the triggers and automation rules in the pipeline. Bitrix24.

  • Reports and analytics: generate detailed reports to analyze the performance of each stage of the pipeline, identifying bottlenecks and opportunities for improvement.

  • Integration with other tools: integrate your pipeline with other tools and services, such as email, telephony and social networks, making it easier to centralize information and monitor interactions with customers.
Viewing the Business Pipeline list type, automations and reports Bitrix24
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Customizing pipelines in Bitrix24

Customizing pipelines is one of the biggest differentiators of CRM Bitrix24. Each company has a unique sales process, and the Bitrix24 allows pipelines to be adjusted to meet these specifics. Customization options include:
  • Pipeline stages

    The steps act as a visual guide that organizes the progress of each business opportunity, from the first contact to the closing. Adaptable to the reality of each company, these steps allow you to clearly track where each customer is in the sales process and where it will go, making prioritization and monitoring easier.
  • Business categories

    Many businesses deal with different types of sales, whether by product, service or market segment. Business categories allow you to separate these sales flows within a single pipeline, creating multiple customized paths. This helps the team focus on each type of sale with the most appropriate approach, without losing control over the process as a whole.
  • Custom Fields

    No two businesses are the same, which is why customizing pipeline fields is essential. With this functionality, you can add specific information that is important to your company, ensuring that all relevant data for your process is centralized and easily accessible. When filled out correctly, it can serve as a specific indicators for analysis and reporting.
  • Custom automations

    Automating repetitive actions saves time and reduces errors. With custom automations, tasks such as sending emails, scheduling meetings or changing pipeline statuses can be done automatically. This ensures that your team can focus on what really matters: closing deals and better serving customers.
Step tunnels, field customization and automation in Business Pipelines in Bitrix24
CRM View of Bitrix24 focused on the functionality of Business Pipelines, sales automation and custom fields for each stage.

Tips for maximizing the use of Pipelines in Bitrix24

O Bitrix24 offers solutions for pipeline management in a practical and effective way. But here are some important tips for you who want to implement the use of business pipelines in your company with the Bitrix24.
  • Set clear and measurable goals

    Set specific goals for each stage of the pipeline and constantly monitor progress. This will help you quickly identify any deviations and take corrective action.
  • Use automation whenever possible

    Explore the capabilities of automation of Bitrix24 to minimize manual tasks. Set up automatic triggers to send reminders, update status, and assign tasks, ensuring nothing gets forgotten.
  • Customize reports

    Create custom reports that meet your specific needs. Monitor key metrics such as conversion rate, average sales cycle time, and average opportunity value to gain valuable insights into your pipeline performance.
  • Invest in training and support

    Ensure your team has a good training in the use of Bitrix24 and learn how to make the most of its features. Use the support and training resources offered by the platform to keep your team up to date on new features and best practices.
  • Review and optimize regularly

    The sales pipeline must be reviewed and optimized regularly. By analyzing team performance data and feedback, you can identify areas for improvement and adjust your pipeline as needed.

Conclusion

The use of business pipelines in Bitrix24 completely transforms the sales management, making it more efficient and strategic. With robust features like automation, step customization, and detailed reporting, your team can focus efforts on the right opportunities and continually improve results.

We are Gold partners Bitrix24 in Brazil and we have extensive experience in implementing and customizing this powerful tool. We are ready to help your company optimize sales processes and increase productivity. Count on us to ensure that your Bitrix24 is fully aligned with the needs of your business.

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