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Sales Boost

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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.

Go to CRM Marketing > Sales Boost to check Sales boost status.
Sales boost is available to Bitrix24 CRM+, Standard or Professional plans subscribers.
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Access to technical support specialists requires commercial plan subscription and is not available to free account users. Free accounts are limited to self-support resources such as product manuals, helpdesk articles, video tutorials, and free webinars. Technical assistance, training, setup, customization and other value added services can also be purchased directly from local Bitrix24 partners