In Bitrix24 you can choose sales target and enter the russian phone number whatsapp opportunities that need to be won within a certain time period or set as required sales volume.
You can choose the target period as months or years, create a global plan on a short or long scale. You can also configure access permissions to sales targets in Bitrix24.
To perform this configuration, you can monitor the Sales-Sales Plan and Sales Target options from the CRM Analytics section.
This option is only available to CRM+, Standard, and Professional plan subscribers.
Sales plan content in bitrix24 crm analytics
Why is Sales Planning Important?
It is not possible for any business, big or small, to achieve success without planning, regardless of the sector it operates in. Sales planning is one of the vital issues for companies.
Sales planning is important because;
– It helps you to foresee the risks that may arise.
– It helps you determine the current status of the product or service, its target, and how to get there. Thus, it makes the management of the marketing process easier.
– Sales planning also allows a product to be offered in different markets.
A successful sales plan;
– Determining the scope clearly and explicitly,
– Defining business, product and revenue targets,
– Performance evaluation of previous periods,
– Conducting market, competitor and sector analysis,
– Action planning for individuals and teams,
– It should include stages such as performance monitoring and reporting.
Advantages of the Sales Plan
A sales plan that is prepared correctly and with goals in mind can provide many benefits for companies.
– With the sales plan, you can define a business sales target set.
– You can determine appropriate strategies for your target audience and market.
– You can determine sales tactics for the sales team .
– With the sales plan, you can activate the sales team and increase their motivation.
– You can determine the steps to be taken to achieve the goals and plan your budget accordingly.
– You can monitor targets at regular intervals and improve sales approaches.
You can start using Bitrix24 CRM right away to create a sales plan, achieve goals and increase sales . Business process management, customer relationship management and sales management are very easy with Bitrix24!