CRM System With Sales Call Planning Capabilities

IMPORTANT! As of January 1, 2021, telephony options are available only to Bitrix24 commercial plan users. Please see Bitrix24 pricing page for current information. 

Sales call planning can be divided in several activities. First, phone call scheduling. Most call planning templates are nothing more than Excel spreadsheets, containing phone numbers of people who need to be contacted at a specific time. This inefficient task can fully be replaced by automatic dialers or automatic call schedulers.

Pre-call preparation. You need to understand the person or the company you are planning to talk to and the history of previous conversations. Lucky for you, Bitrix24 comes with a call recording, this means that you can actually listen to your previous call, if it was made through Bitrix24. Also, when making a phone call, the name of the person you are calling is clearly displayed and there’s a comment section available as well. 

If you are using sales scripts, these can be easily integrated via marketplace apps. After the calls are completed, you can analyze the calls individually or in-bulk. For example, CRM reports in Bitrix24 can help you understand how many calls it takes to make a sale on average or how much revenue do you generate from 1000 calls.

And that’s just a small part of call center capabilities available inside Bitrix24 CRM. Want to learn more? Contact your local Bitrix24 partner to or register your free Bitrix24 account today.