Finding new clients is a complicated task for any business and it's important to work with your customer base. Bitrix24 gives you a tool that helps you to increase sales to existing customers - Sales Boost.
How it works
Sales boost creates repeat leads and deals automatically.
For example, there is a music school that has guitar, drums and singing lessons.This music school is organizing masterclass with a world famous guitarist Dave Mustaine. So, the goal is to sell tickets to this event to all guitar students.
We have generated deal + contact for each student and added custom "Lesson" field to a deal form in this example.
Now it's time to use Sales Boost. Go to CRM Marketing > Repeat deals.
First of all, create a new segment.
You need guitar students, so use the filter and choose Guitar in Lesson field.
Save this segment, specify the New Deal Name and responsibles queue in Assign to: field. You can also tick Use only employees who have clocked in and not on break option.
Add the assignment description. This assignment will be displayed as a comment in a deal form.
Click Save and start the Sales Boost.
Done! Bitrix24 will create repeat deals with a comment for the responsible person.