Are you new to sales process mapping and wondering which sales process steps are important and which ones are not? Have you built a pretty sales process flowchart just to find out it doesn’t work in real life and it’s back to business as usual? Bitrix24 is going to fix this. After all, Bitrix24 is the world’s most popular free CRM that helped build sales processes from the ground up for over 6 million sales teams.
Let’s look at a hypothetical sales process for a growth hacking coach and try to map it. We will make this a simple one with only four sales process steps. The first sales process step is the website visit. Once there, we’ll try to get website visitors to register for a free recorded webinar (step two in our sales process). At the end of the webinar we’ll drive prospects to sign up for free 20-minute personal consultation (third step of the sales process). Finally, during the one-on-one consultation we’ll try to sell paid training (step for of the sales process).
Sales process automation solutions come with sales process analytics. So if this coach is using Bitrix24, he or she knows conversion rates for each sales process step or stage. Say out of 1000 website visitors 100 sign up for a webinar (10% conversion rate) and out of 100 webinar attendees 20 sign up for a consultation (20% conversion rate). And out of 20 people who got free sample consultation, 10 become paying clients (50% conversion rate). BTW, if you paid to get 1000 visitors to your website, Bitrix24 Sales Intelligence will calculate ROI automatically for you.
If this sounds too simple, that’s because it is. You see, real world sales processes are messy and don’t work exactly the way you planned them. Let’s start with the fact that most businesses don’t have just one pipeline or sales funnel, but multiple sales funnels or pipelines. In order to increase customer LTV (life time value), those funnels are usually automatically connected in order to make sure that each client buys more goods and services from you or upgrade to a higher tier. This is known as sales process mapping as sales tunnels. Then, you’ll inevitably lose clients and will want to build a separate sales process for client reactivation.
Still, with a little bit of practice and a free Bitrix24 account you’ll quickly learn how to map and automate sales processes. If you have the budget, you can pay your local Bitrix24 partner to build a custom sales process for you.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.
Bitrix24 manuals are available at training.bitrix24.com. We also have a great YouTube channel that covers every aspect of Bitrix24 apps, from sales to planning to communications to document management. To download self hosted editions of Bitrix24 that can be installed on your own server and come with open source code access, please visit Bitrix24 Self Hosted page.