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Using Companies as the STARTING point, Defining a process to handle Leads that are customers
Anyone? Seems like the forum and the helpdesk is not that active in Bitrix
CRM: Associating Leads with Companies, Functionality questiom
OLD post but this issue is not resolved from what I see as I have similar issue.


My  starting point is a list of companies. I then call and work with them  to move them to customers. The only way it seems that works in Brtirix  is to import them as leads and then move them to contact and then  MANUALLY fix them. A very painful process. Also it prevents any Leads in  the same company to be redone if forexample the team in that company  changes or new programs are started.
I am testing Hubspot, AgileCRM  and LessannoyingCRM among other and the only one that works is Less  annoing one but that is limited compared to Brtirix. So I am still  intertested in Brtirix.

Can any one help? [URL=https://www.google.com/search?client=firefox-b-ab&q=gerrymandering&spell=1&sa=X&ved=0ahUKEwjzj4PSp4jUAhXC7xQKHZ3vB2cQvwUIJCgA]
[/URL]
Edited: Faisal Arif - 05/24/2017 19:00:31
CRM: Associating Leads with Companies, Functionality questiom
OLD post but this issue is not resolved from what I see as I have similar issue.


My starting point is a list of companies. I then call and work with them to move them to customers. The only way it seems that works in Brtirix is to import them as leads and then move them to contact and then MANUALLY fix them. A very painful process. Also it prevents any Leads in the same company to be redone if forexample the team in that company changes or new programs are started.
I am testing Hubspot, AgileCRM and LessannoyingCRM among other and the only one that works is Less annoing one but that is limited compared to Brtirix. So I am still intertested in Brtirix.

Can any one help? [URL=https://www.google.com/search?client=firefox-b-ab&q=gerrymandering&spell=1&sa=X&ved=0ahUKEwjzj4PSp4jUAhXC7xQKHZ3vB2cQvwUIJCgA]
[/URL]
Edited: Faisal Arif - 05/24/2017 18:59:32
Using Companies as the STARTING point, Defining a process to handle Leads that are customers
Anyone???
Using Companies as the STARTING point, Defining a process to handle Leads that are customers
I am in a afterschool business. My potential clients are school. So the starting point is getting list of schools in my area and then pushing them from being unknowns to potential then to customers and then manging them.
So.... I am trying different CRM and finding the same issue. Most if not all, are focused on leads being people and then moving them to customers through slaes pipeline. I am trying to start with company and then moving them through stages of a sales pipeline. the terms are al over the place so I will explain below
1) I get a list of school names. All at potentials but not qualified
2) We call or contact via email to everyone and move some that respond to "prospect" stage. That means that the company (school) is a possibility to take our product
3) We do a appointment/presentation or demo for the school to showcase our product
4) If they agree we negotiate a contract
5) client signs and we start the day to day invoicing

Britrix seems to be like most CRM that dont like Companies being start point. I dont want duplication. I dont want to monaualy move companies into leads and then "copy" them to comapnies. Is there a painless way for Britrix to do that? I dont seem to find that info.

Thanks for the help
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