Sales CRM: benefits, how to use it and differences of Bitrix24 CRM
Posted: Mon Jan 20, 2025 8:48 am
Having a sales CRM is essential for the sales department, which is a key part of a business. Such an important area must be planned and constantly improved, so that it reflects in results.
Therefore, having a CRM, aimed at customer relations, helps to standardize processes , which are all sales stages, considering everything from the first contact with the customer to after-sales .
Below you will find out more information about what a sales CRM is, its main features, the difference between it and an ERP and much more!
Learn what a sales CRM is
CRM is a platform that collects data about prospects, leads, and customers. It keeps a history of interactions carried out by the company, such as calls, emails, and meetings. With this information, the company can make assertive decisions.
A basic functionality of this software category is a pipeline , that is, a sequence of steps that reflects the stage that customers are in (nurturing, first contact, scheduled meeting, etc.). This visualization makes it easier for the sales team to work, as it helps identify areas for improvement at each stage of the process.
Discover the best sales CRMs
The availability of CRMs in the digital environment is quite extensive, with options of different prices, plans and features. However, there are always those that stand out from the others, both for their quality and the tools they offer.
If you want to use a sales CRM to boost your company's results, you should be aware of the main alternatives on the market. This way, your business will experience satisfactory growth and will benefit from excellent CRM resources.
Image with a blue background, written Best CRMs on the market: a comparison to help you choose yours. In the image there is a computer with the Bitrix24 screen.
So, to help you with this choice, get to know the best sales CRMs:
Bitrix24 ;
RD Station;
Nectar CRM;
HubSpot;
Pipedrive;
Zoho CRM;
Salesforce;
Mosquito;
Scheduler;
Ploomes.
Main features of a sales CRM
For a company to correctly implement a sales CRM, it must know the features the system has and, subsequently, customize it according to the business model.
Bitrix24 , for example , is one of the most widely used tools in the world and allows for the automatic sending of emails, follow-up messages, movement of customer cards through the stages according to the progress of negotiations and analysis of data for each lead.
Customer and company registration
The sales CRM provides a complete registry for all your customers and companies. It includes forms for collecting data, which can be customized. Each registry has a comment area and interaction history.
The history also records all sales opportunities, which can provide insights for the team to be successful during negotiation.
Custom Funnels
A sales funnel is a flow that maps the steps of the customer journey , from prospecting leads to closing the deal.
It can be customized according to the steps that the company uses in its sales norway telemarketing data processes. It is a way to facilitate monitoring and define the actions to be taken by the sales team.
Sales team in a meeting evaluating the results obtained with free sales CRM. Above, a hologram image of graphs and connections.
Full reports
By using sales CRM in your company, you will have software that is stocked with your business data. It identifies sales team metrics and provides reports automatically .
Reports help sales managers make decisions based on the historical data that the company presents. Without the need to export this data to spreadsheets, which boosts team productivity .
Email, Proposal and Contract Templates
It is possible to standardize the company's communication with customers, defining individual approach models, where the sales CRM identifies existing information and makes it personal and more effective.
This way, you avoid the sales team having to do the manual and repetitive work of collecting and typing information every time they speak to the customer.
A widely used channel for contacting customers is instant messaging. For this, you can count on PowerZap , an application that integrates WhatsApp with Bitrix24 . Through it, you can register several company numbers and collect chat history.
Automation
It is one of the main features of sales CRM, with the purpose of promoting productivity for the team, after all, manual tasks can be programmed to be executed automatically.
When the salesperson changes a customer's stage in the sales funnel, the registered automation can send an email, create a task, send a form, activate a notification and monitor the signing of a contract.
One area that can be automated is customer service , where you can implement a chatbot with predefined questions and answers. Chat Booster is an application from Br24 that offers several ways to interact with customers, and you can configure up to five simultaneous bots for your business.
Electronic signature
This feature ensures greater agility in closing contracts and signing documents, which replaces the need to sign with a physical pen, scan the document and send it to the interested parties. These manual steps are completed with just a few clicks.
To sign your documents electronically and monitor the client's signature status, you can use the eSignature application . It allows you to connect three integrators: Do4Sign, ClickSign and DocuSign.
Integration with various tools
Hologram images demonstrate the functionalities present in ERP and CRM related to graphics, automation, gear and innovation.
In addition to all the features presented, the sales CRM also allows integrations with external platforms, so that you can define the best practices according to your business.
We can integrate CRM with email, calendars, data analysis platform, telephony, websites, forms, chat, chatbot and digital signature platforms.
Difference between a sales CRM and an ERP
image with blue background and featured Bitrix24 specialist, the text on the image invites people to watch the replay of the CRM webinar.
Finally, we will analyze the main differences between a sales CRM and an ERP (Enterprise Resource Planning). In general, CRM is a specific tool for monitoring customer relationships, from the first contact to loyalty. ERP, on the other hand, encompasses several areas of the company and focuses on optimizing operational efficiency and internal resource management.
Therefore, having a CRM, aimed at customer relations, helps to standardize processes , which are all sales stages, considering everything from the first contact with the customer to after-sales .
Below you will find out more information about what a sales CRM is, its main features, the difference between it and an ERP and much more!
Learn what a sales CRM is
CRM is a platform that collects data about prospects, leads, and customers. It keeps a history of interactions carried out by the company, such as calls, emails, and meetings. With this information, the company can make assertive decisions.
A basic functionality of this software category is a pipeline , that is, a sequence of steps that reflects the stage that customers are in (nurturing, first contact, scheduled meeting, etc.). This visualization makes it easier for the sales team to work, as it helps identify areas for improvement at each stage of the process.
Discover the best sales CRMs
The availability of CRMs in the digital environment is quite extensive, with options of different prices, plans and features. However, there are always those that stand out from the others, both for their quality and the tools they offer.
If you want to use a sales CRM to boost your company's results, you should be aware of the main alternatives on the market. This way, your business will experience satisfactory growth and will benefit from excellent CRM resources.
Image with a blue background, written Best CRMs on the market: a comparison to help you choose yours. In the image there is a computer with the Bitrix24 screen.
So, to help you with this choice, get to know the best sales CRMs:
Bitrix24 ;
RD Station;
Nectar CRM;
HubSpot;
Pipedrive;
Zoho CRM;
Salesforce;
Mosquito;
Scheduler;
Ploomes.
Main features of a sales CRM
For a company to correctly implement a sales CRM, it must know the features the system has and, subsequently, customize it according to the business model.
Bitrix24 , for example , is one of the most widely used tools in the world and allows for the automatic sending of emails, follow-up messages, movement of customer cards through the stages according to the progress of negotiations and analysis of data for each lead.
Customer and company registration
The sales CRM provides a complete registry for all your customers and companies. It includes forms for collecting data, which can be customized. Each registry has a comment area and interaction history.
The history also records all sales opportunities, which can provide insights for the team to be successful during negotiation.
Custom Funnels
A sales funnel is a flow that maps the steps of the customer journey , from prospecting leads to closing the deal.
It can be customized according to the steps that the company uses in its sales norway telemarketing data processes. It is a way to facilitate monitoring and define the actions to be taken by the sales team.
Sales team in a meeting evaluating the results obtained with free sales CRM. Above, a hologram image of graphs and connections.
Full reports
By using sales CRM in your company, you will have software that is stocked with your business data. It identifies sales team metrics and provides reports automatically .
Reports help sales managers make decisions based on the historical data that the company presents. Without the need to export this data to spreadsheets, which boosts team productivity .
Email, Proposal and Contract Templates
It is possible to standardize the company's communication with customers, defining individual approach models, where the sales CRM identifies existing information and makes it personal and more effective.
This way, you avoid the sales team having to do the manual and repetitive work of collecting and typing information every time they speak to the customer.
A widely used channel for contacting customers is instant messaging. For this, you can count on PowerZap , an application that integrates WhatsApp with Bitrix24 . Through it, you can register several company numbers and collect chat history.
Automation
It is one of the main features of sales CRM, with the purpose of promoting productivity for the team, after all, manual tasks can be programmed to be executed automatically.
When the salesperson changes a customer's stage in the sales funnel, the registered automation can send an email, create a task, send a form, activate a notification and monitor the signing of a contract.
One area that can be automated is customer service , where you can implement a chatbot with predefined questions and answers. Chat Booster is an application from Br24 that offers several ways to interact with customers, and you can configure up to five simultaneous bots for your business.
Electronic signature
This feature ensures greater agility in closing contracts and signing documents, which replaces the need to sign with a physical pen, scan the document and send it to the interested parties. These manual steps are completed with just a few clicks.
To sign your documents electronically and monitor the client's signature status, you can use the eSignature application . It allows you to connect three integrators: Do4Sign, ClickSign and DocuSign.
Integration with various tools
Hologram images demonstrate the functionalities present in ERP and CRM related to graphics, automation, gear and innovation.
In addition to all the features presented, the sales CRM also allows integrations with external platforms, so that you can define the best practices according to your business.
We can integrate CRM with email, calendars, data analysis platform, telephony, websites, forms, chat, chatbot and digital signature platforms.
Difference between a sales CRM and an ERP
image with blue background and featured Bitrix24 specialist, the text on the image invites people to watch the replay of the CRM webinar.
Finally, we will analyze the main differences between a sales CRM and an ERP (Enterprise Resource Planning). In general, CRM is a specific tool for monitoring customer relationships, from the first contact to loyalty. ERP, on the other hand, encompasses several areas of the company and focuses on optimizing operational efficiency and internal resource management.