Sales intelligence helps you see which ad channels bring results and deserve your budget. Here's how this tool fits into CRM.
Five CRM tools
Modern CRM does more than manage leads and deals. It brings together several connected tools. Here's how the sales process works in Bitrix24:
- Contact Center. First, you need to reach potential customers. Contact Center brings all communication channels together and saves the data in CRM.
- CRM overview. Here, you communicate with customers, close deals, and create invoices. You also store customer details and communication history.
- Marketing. Winning new customers can be expensive, so it's important to work with your existing customer base and drive repeat sales. In Marketing, you can segment your contacts and send bulk email campaigns.
- CRM Analytics. Clear reports help you spot weak points in your sales process and make better decisions. CRM Analytics shows team performance and highlights the deal stages where customers drop off.
What is sales intelligence
Every business works to attract customers. Some use billboards and radio ads. Others invest in search ads and contextual advertising.
Sales intelligence tracks the cost of each traffic source and the revenue it generates.
This gives you a clear view of channel performance, so you can spend your advertising budget more effectively.
In short, Sales intelligence is one place where you can collect all your channels and see how each one affects sales. Here's what you get:
- You can see the real cost of acquiring a customer
- You can combine data from any number of sources in one report.
- You can distribute your ad budget based on return on investment.
You also get the full journey for each customer: which banner they clicked, which deal stages they passed through, and what they bought in the end.
Set up sales intelligence in Bitrix24
- Connect traffic sources and set UTM parameters
- Assign phone numbers and email addresses to traffic sources
- Swap email addresses or phone numbers on your website