Multiple Pipelines and Sales Funnels in Bitrix24 CRM

3 min read
Vlad Kovalskiy
July 29, 2016
Last updated: April 12, 2024
Multiple Pipelines and Sales Funnels in Bitrix24 CRM
A sales pipeline, also known as a deal pipeline, represents a series of stages displayed in a Kanban view, designed to assist in tracking and managing deals effectively.

Utilizing pipelines is an excellent strategy for structuring various segments of your business. For instance, it enables the differentiation between B2B and B2C sales processes. Furthermore, it's possible to establish multiple pipelines tailored to specific departments, such as one dedicated to sales and another for production, ensuring that teams are focused on deals pertinent to their area of work. By setting up access permissions and customizing the appearance of deal forms for each pipeline, businesses can streamline their operations.

When it comes to deal management, you have the ability to seamlessly transition between various pipelines and customize the stages within each pipeline to cater to unique requirements.

Contrastingly, the sales funnel serves as a powerful analytical tool, offering insights into the sales process by pinpointing the stages at which potential clients are lost. This distinction highlights the sales funnel's role in evaluating and refining the sales strategy for improved outcomes.

If you are a Bitrix24 Standard, Professional or Enterprise user, you now have access to multiple pipelines and sales funnels. Why is this important? Suppose, you run a car dealership. This means that you have multiple profit centers – you sell cars, parts, insurance, accept trade-ins and do repairs – to name a few.

The problem is that the sales process for new or used cars is totally different than one for selling parts or insurance. Setting up a test drive is an important stage for selling or leasing a car, but it’s simply not applicable to insurance sales or oil changes, which don’t involve multiple sale stages. Even when you sell a single product, upselling and renewals are usually treated as different pipelines.

That’s why multiple pipelines and sales funnels are so handy. 


FAQ


What are multiple pipelines in Bitrix24 CRM?

Multiple pipelines allow you to manage multiple sales processes simultaneously within the same account. This is particularly useful for businesses with diverse product lines or sales channels.

What are sales funnels in Bitrix24 CRM?

Sales funnels in Bitrix24 CRM are visual representations of the various stages that a lead goes through in the sales process. They allow owner to track leads' progress, identify bottlenecks, and optimize a sales process.

How can I customize my pipelines and sales funnels?

You can customize pipelines and sales funnels by adding or removing stages, changing the order of stages, renaming stages, adding custom fields. You can also set permissions to restrict access to certain pipelines or stages.

How can I track my sales performance using Bitrix24 CRM?

You can track sales by generating reports on various metrics such as revenue, conversion rates, and deal size. Bitrix24 CRM provides built-in analytics tools.

Could I integrate Bitrix24 CRM with other tools or platforms?

Yes, Bitrix24 CRM integrates with a wide range of third-party tools and platforms, including email marketing services, social media platforms, e-commerce platforms, and more. 


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Table of Content
FAQ What are multiple pipelines in Bitrix24 CRM? What are sales funnels in Bitrix24 CRM? How can I customize my pipelines and sales funnels? How can I track my sales performance using Bitrix24 CRM? Could I integrate Bitrix24 CRM with other tools or platforms?
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