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The Best CRM Use Cases Beyond Sales Management

A CRM system contains plenty of information about the company's clients. You can check customers' profiles and the history of their interactions with your firm. You can analyze whether and how you meet their demands and what you can do to do it better next time. This will increase the loyalty of your audience and boost your revenue. In a CRM, business owners and managers can discover exhaustive data about sales conversions, proposals, meetings and so on.

Multiple currencies in Bitrix24 CRM

Bitrix24 allows you to use different currencies for financial operations. In the CRM settings, you can select the desired world currency from a predefined list or even add your own if needed. However, monetary transactions in Bitrix24 have several features that might make working with multiple world currencies difficult. To counter this, Bitrix24 partners have created a custom solution that facilitates the process of working with multiple currencies.

Steps to an Effective Sales Compensation Plan

When compiling a sales compensation plan, you need to take into account all the subdivisions of the organization. This is why the team of experts that determines sales compensation should include representatives from all departments. If you believe that a small team will be more efficient, consider inviting representatives from the following departments: It would be wise to invite independent experts to assess your sales compensation plan.

The 5 Best Marketing Project Management Software

As soon as you install Bitrix24, discover sections devoted to CRM, communications, contact center, tasks and projects, and websites. Switch to different view modes and fully customize your company social timeline. Import prior contacts, leads, deals, invoices, and other types of records and customize how they are displayed and who can see what information.

7 Best Project Task Management Software for Accountants

This is one of the most well-known brands in the project management sphere. It is powerful and versatile. For reasons of safety and confidentiality, large enterprises opt for its on-premise version. Small organizations generally prefer the cloud version. It easily integrates with Gmail inbox, Mailchimp and many other solutions.

The Best Sales Incentives Programs

In the offline world, business owners and top managers could not access the numerous and elaborate characteristics that they rely on today. The primary criteria that they used to identify whether a specialist deserves a bonus or not was the experience of that employee. When a newer staff member joined the company, their supervisors explained to them how many units of goods or services they were expected to sell daily, weekly, monthly and annually.

How to Analyze Sales Data?

Sales data analysis enables managers to make forward-thinking decisions. If professionals know which metrics to concentrate on, they can use this knowledge to boost their sales and income. This approach has proven to be equally efficient for organizations of all scales and spheres of activity. In the article below, we will talk about how to analyze sales data and how to fine-tune this technique to your company's needs.

Personalized CRM Forms and "Client Match" Feature

What if the CRM forms that you use for various purposes could be personalized and have your customer data filled in automatically into the form? Now thanks to new CRM forms and a “Customer Match” option, Bitrix24 CRM forms can do just that. In Bitrix24 CRM you can create personalized CRM forms with all the customer data filled in automatically from the CRM card.

CRM Form Settings: Placements and Domain Change

As you may know, we've recently introduced the new CRM form designer added to our Bitrix24 to easily create and edit existing CRM forms. The new designer is really flexible and allows to edit and visualize the form right in the edit mode. In this article we'll cover the CRM forms settings options like placements and domain change.