Free sales process mapping software

Bitrix24 #1 in free sales process automation.

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.

Basic features

  • 12 sales agents free
  • Unlimited sales agents only $99/mo
  • 5GB free online storage
  • Sales management
  • Sales reporting
  • Sales tools
  • Cloud and self hosted
  • Marketplace
  • Desktop and mobile apps
  • API and open source code available

Full Sale Cycle Management

Bitrix24 is a full-featured CRM and sales cycle management solution (lead – contact – company – deal). We understand that each sales process is unique, so sale stages are 100% customizable, as are CRM forms that you can alter as you need. Custom fields are free and unlimited. Reminders, birthdays, appointment scheduling, shared calendars, tasks, documents, notes (comments), CRM activity stream, mobile CRM, duplicate entry prevention, product catalog, search filters – these are just of few of the tools that your sales agents will have at their disposal. Learn more

Sales Agent Assignment

Bitrix24 comes with very flexible access rights. You can set it up so that each agent sees only his or her clients. You can create ‘free for all’ lead pool. You can automatically assign leads to sales agents based on arbitrary criteria (such as location, deal amount or product of interest). Bitrix24 has absence chart and business trip requests too. Agent calendars show schedule for each sales rep.

Sales Agent Reporting

What gets measured gets improved. Who’s your rainmaker and who’s struggling to meet their quotas? With Bitrix24 you get a variety of standard reports – activity by agent, sales by agent, leads by stages (sales pipeline and sales funnel), you can analyze which marketing channels works best and so on. You can create report templates for common reports. Most importantly, you can create reports for data entered in the custom fields of you CRM – many other sales agent reporting solutions don’t let you do that.

Quotes and Invoices

Quotations (proposals) and invoicing are sales agents best friends. In Bitrix24 they are easy to customize, you can enter your company logo, activate invoice numbering system, use any currency, include discounts and local taxes (VAT, sales tax, etc). Do take a look at our marketplace apps like DocDesigner if you need more customization options. Integration with accounting services, such as Xero, are currently being tested.

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.

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