Bitrix24 is a free CRM, project management and collaboration platform used by 10 million teams and available in 18 different languages.
Introduce the approved security offer to business leads by email.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
Answer security prospects and ask to meet about their concerns.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
Follow up on stalled security service deals using the agreed next step.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
Find companies with timely security needs outside the account roster.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
Check employer matches before security sales teams update accounts.
Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.
Prioritize security prospects that fit the profile and clear active accounts.
Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.
Pass qualified security prospects to sales without duplicating contacts.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Draft assessment proposals from client risks and approved fees.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
Draft first emails around a prospect's documented security needs.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.
Identify security buyers at assigned accounts with a reason to call.
Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.