Sales automation supercharges efficiency by freeing sales teams from repetitive tasks, allowing them to focus on closing deals and nurturing relationships, which directly boosts profits. It ensures consistency and accuracy in client interactions, builds trust, and reduces operational costs, making it a budget-friendly solution. Plus, with scalable processes and data-driven insights, businesses can grow without extra costs and make informed decisions that drive long-term profitability.
Bitrix24 automation rules let you automate client interactions seamlessly. You can send an SMS for order confirmation, email an estimate, or schedule a call or meeting with a client, ensuring timely and consistent communication.
Automation rules are grouped by the tasks they solve, making it easier to manage and implement them effectively.
Automation Rules: Customer Information can:
- Modify Contact. For example, if the responsible person for a deal changes, the rule can also change the responsible person for the contact.
- Modify Company. For example, the rule can change the responsible person or the type of company linked to the deal.
- Add Customer to Exceptions. This rule adds the client's phone and email to exceptions when a CRM entity reaches a certain stage.
Automation Rules: Employee Alerts can:
The automation rule can notify specific sales agents or entire departments. For example, inform the sales team about a new customer request.
- Add Comment to Item. When a CRM entity reaches a certain stage, the automation rule adds a comment to the timeline. This can include important notes or deal status information.
- Add Post. The automation rule can create a post in Feed to announce a won deal or invoice payment.
- Create Group Chat. The automation rule can create a group chat with specified members for discussions, such as during agreement approval.
- Add Members to Group Chat
- Send Message to Group Chat
- Send Message to Direct Chat
- Send Email to an Employee
- Send SMS to Employee
Sales automation offers numerous benefits for sales teams, significantly enhancing their efficiency and productivity. By automating repetitive tasks, sales teams can focus more on building relationships and closing deals. Automation ensures that no lead is overlooked, and follow-ups are timely, which can drastically improve conversion rates.