You may be interested in Business process "Agreement of an invoice with entry in the payment calendar" Business process "Calling customers" 1st business process - Automated lead processing. For any commercial company, customer service comes first. No customer - no sales of products, goods Nigeria Phone Number List or services. Therefore, all modern firms pay not only great attention to work with clients, but great attention! In any business, it is desirable to speed up the collection of information about the client, reduce the likelihood of losing a potential client, and reduce the time to re-apply to the client. Those. The task of the manager is to make the client who applied to become a real customer. In Bitrix24, when a potential client contacts, a special concept is used - a lead. A lead is a person who has expressed interest in products, goods, services.
A lead can be either an individual or a representative of a company. When processing a large incoming flow of leads, it is very important not to lose or forget them. To do this, you need to fix them in the system, collect detailed information about the client, if necessary, call back, meet, write a letter. Sometimes this needs to be done several times. Now let's imagine. The manager receives dozens of requests from potential clients per day. Moreover, each lead needs to be called back to clarify the information, half of the leads need to write letters to clarify the terms of the order, and meet with someone. Even if you write down all the actions so as not to forget, then the manager simply does not have enough working time to reread all the cases, mark the done, write down new cases, etc.