5 min read
July 29, 2016
Last updated: May 5, 2023
If you are a Bitrix24 Standard or Professional user, you now have access to multiple pipelines and sales funnels. Why is this important? Suppose, you run a car dealership. This means that you have multiple profit centers – you sell cars, parts, insurance, accept trade-ins and do repairs – to name a few.
The problem is that the sales process for new or used cars is totally different than one for selling parts or insurance. Setting up a test drive is an important stage for selling or leasing a car, but it’s simply not applicable to insurance sales or oil changes, which don’t involve multiple sale stages. Even when you sell a single product, upselling and renewals are usually treated as different pipelines.
That’s why multiple pipelines and sales funnels are so handy. If you are using Free or Plus plans, first go to Subscription and click 'Upgrade' in order to activate 15 Day Bitrix24 Professional trial. Then go to CRM Settings or Deals and add a new Pipeline.
You can change sorting number here as well, if necessary. Then click Edit Stages and create new stages.
Now, when you create a new deal, you can select which pipeline it should belong to.
After you do that, you can go to Sales Funnel and select which pipeline you want to build the funnel for in order to analyze your sales process and estimate future sales.
What are multiple pipelines in Bitrix24 CRM?
Multiple pipelines allow you to manage multiple sales processes simultaneously within the same account. This is particularly useful for businesses with diverse product lines or sales channels.
How do I create a new pipeline in Bitrix24 CRM?
Go to the "Pipelines" section in your CRM account, then "Add Pipeline" button, then follow the prompts to set up new pipeline stages, fields, and permissions.
What are sales funnels in Bitrix24 CRM?
Sales funnels in Bitrix24 CRM are visual representations of the various stages that a lead goes through in the sales process. They allow owner to track leads' progress, identify bottlenecks, and optimize a sales process.
How do I create a new sales funnel in Bitrix24 CRM?
To create a new sales funnel in Bitrix24 CRM, go to the "Sales Funnels@, click the "Add Sales Funnel" button, follow the prompts to set up your new funnel stages and etc.
How can I customize my pipelines and sales funnels?
You can customize pipelines and sales funnels by adding or removing stages, changing the order of stages, renaming stages, adding custom fields. You can also set permissions to restrict access to certain pipelines or stages.
How can I track my sales performance using Bitrix24 CRM?
You can track sales by generating reports on various metrics such as revenue, conversion rates, and deal size. Bitrix24 CRM provides built-in analytics tools.
Could I integrate Bitrix24 CRM with other tools or platforms?
Yes, Bitrix24 CRM integrates with a wide range of third-party tools and platforms, including email marketing services, social media platforms, e-commerce platforms, and more.