CRM

Sales Intelligence in Bitrix24

Sales Intelligence in Bitrix24
Oksana Bednenko
March 27, 2019
Last updated: March 27, 2019
Dear Bitrix24 users,

We are happy to announce that we've added the beta version of Sales Intelligence to all Bitrix24 accounts.

Sales Intelligence is exceptionally helpful for those companies that use Bitrix24 CRM and generate most leads, prospects or deals via online sources. The Sales Intelligence system shows which source of traffic converts into sale inside CRM, how much money is spent on marketing campaigns and how effective marketing channels are. 

The benefits of Sales Intelligence are: 

  • Shows all marketing channels in one place

  • Automatically uploads your marketing/advertising expenditures

  • Automatically tracks all leads and deals

  • Lets you connect custom marketing channels

  • Shows the entire path – traffic to sale

  • Allows reports to know general conversion rate, conversion by marketing channel, total sales by marketing channel, conversion to sale, personal conversion rate for each sales representative, analysis of each sales funnel stage, ad spend per lead, deal or action

For more information on technical details, please check this and other articles in Sales Intelligence section of our Helpdesk.


Best regards, 

Your Bitrix24 team




Free. Unlimited. Online
Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.