Effective Lead Qualification Software

Bitrix24 lets you qualify leads manually or automatically. Manual lead qualification is best done via Kanban board. You start with unqualified leads. As you go through your lead qualification checklist, and qualify leads as marketing or sales ready, you move each lead in an appropriate column.

Another way to qualify leads in Bitrix24 is by ‘warmth’, cold lead being someone who never heard about our company, products and services, while hot lead is someone who is showed interest in buying from you. A third possible method for manual lead qualification is by lead stage. For example, Stage 1– Unqualified Lead, Stage 2 – Lead Details Verified, Stage 3 – Phone Call Made, Stage 4 – Lead Agreed to Zoom Presentation, etc. All of these are supported by Bitrix24 CRM. 

Naturally, manual lead qualification takes a lot of time and effort, so automated lead qualification is growing more and more in popularity. Automated lead qualification in Bitrix24 relies on Artificial intelligence and rules/triggers. Here’s our AI scoring overview as it works in Bitrix24.

The idea is pretty simple. Bitrix24 CRM tracks what type of leads buy from you and then recognizes similarities between current leads and those who’ve purchased before (for example, by location), it ranks those leads higher.

In addition, Bitrix24 AI engine analyzes activities (response to emails, clicking links inside emails, number of calls made) and automatically qualifies leads if they match a pattern that has proven to be successful before; For example, leads that make two or more incoming phone calls have 25% probability of buying your product. This means you don’t need to have lead qualification questions or employ outside lead qualification services to qualify your leads, which saves you both time and money.

Bitrix24 CRM gives you access to both manual lead qualification and automated lead qualification (premium). If you are interested in either or both lead qualifications, simply register your Bitrix24 account today or contact your local Bitrix24 partner.