Tunnel setup includes:
setting up automatic transitions;
creating rules for converting elements.
For example, a typical tunnel might look like this: Lead → Primary Deal → Repeat Deal → After-sales Service.
To set up a tunnel you need to:
go to CRM and select deals;
select "Sales Funnels" in the available funnels netherlands telegram number database section (drop-down menu next to the "Create" button);
create links between existing funnels;
set up automation of transitions.
Example of using a funnel
Let's look at a practical example for sales of a company implementing Bitrix24:
1
Initial contact::
Receiving an application
Qualification of need
Appointment
2
Audit assigned:
Appointment and conduct of an audit
Demonstration of possibilities, solutions
Formation of a commercial proposal
3
Commercial offer sent:
The offer has been sent to the customer
Corrections are made if necessary.
4
Contract sent:
Signing documents
Invoicing
Receiving payment
Purchase successful/not successful
At each stage, you can use automation to track conversion and the effectiveness of your staff's actions. This allows you to identify problem areas in a timely manner and take measures to eliminate them.
Analytics and reporting
Bitrix24's analytical capabilities allow you to evaluate the sales department's performance in detail. The system tracks key indicators, including:
conversion between stages. The system shows how many potential buyers move from one stage to another;
Average purchase time. Shows how long it takes on average to promote a purchase;
average check. The system tracks the average purchase amount at each stage;
number of active purchases at each stage. Allows you to see their current number at each stage of the sales chain.
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Bitrix24 provides the ability to analyze the reasons for failures at each stage in order to promptly adjust the work strategy.
Defining connections between funnels;
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