How to generate reports with Sales Intelligence in Bitrix24

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Do you know which channel is most profitable in your sales machine? Do you know what is generating the most leads, what your conversion rates are and what your revenue is as a result of these actions?

And also: can you answer whether the money spent on advertising, events, content production or any other marketing investment is actually generating results?

If you answered no to any of these questions, then this post is for you!

In this article, we will show you how to use Bitrix24.CRM Sales Intelligence to find out which channel is the most profitable for your business. By using it in your company, you will know whether the amount invested in a given channel is worth all your efforts and what the final result is.

Keep reading to see in practice how to use this tool and help your marketing team to continually improve their strategies.

What is Bitrix24 Sales Intelligence?
Sales Intelligence is a Bitrix24 tool that is part of Bitrix24.CRM and is used to analyze the return on investment in marketing.

The results generated bring important insights for every business

who uses methods to attract leads and customers through marketing canada telemarketing data strategies, and needs to know which channel generates the most revenue.

The tool shows the most important data and allows you to understand which strategy brings the most sales, thus being able to better distribute the budget.

With it you can:

Have all marketing data by channel centralized in a single report;
Calculate the cost of acquiring a customer;
Make a better distribution of the area's budget, according to the channels that provide the best return on investment;
Visualize the entire customer journey from when they first convert with your materials until they become a buyer.
To do this, you need to configure the tool and then be able to access all the data.

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.

How to set up Sales Intelligence
To take full advantage of the tool's potential, you need to configure all lead and customer acquisition channels in Bitrix24, especially those that come from external sources (e.g. Facebook).

To do this, go to CRM Analysis > Sales Intelligence using the side menu. If it doesn’t appear there for you, type “Sales Intelligence” in the search bar.

When opening the tool, to make the initial configuration, you must first define which will be the Traffic Sources and Communication Channels.




Source: br4.io
Configuring Traffic Sources:
Here, you configure where the traffic is coming from, that is, the origin of the click.

Sources are nothing more than the channels through which contacts enter the CRM.

To determine the origin of traffic, UTM parameters are used, and this control works through the tags you place in a URL.

In tagging, you add a tag (specific marker) to a link and put the desired source in the address. For example:

“https://yoursite.com.br/?utm_source=facebook”

When a lead clicks on the link and fills out a form, for example, their source will appear in the CRM. In other words, you will know that they accessed your website URL through Facebook.

In addition to the standard source options, which are Google Ads and Facebook Ads, Instagram , Other traffic and Email Marketing , you can insert others that you use by clicking on “Add” .


Source: br24.io
? Tip: The Other Traffic option already comes with tagging. It is automated and does not require any specific configuration. When you connect it, it automatically takes the organic traffic that has not been tagged and sends the statistics to the reports.

In the E-mail Marketing option , if you send e-mails through Bitrix24, it is already configured.

To insert UTMs, simply click inside each option (e.g.: Facebook) and insert the corresponding tag.

Deciphering UTM parameters
If you are not familiar with tagging, see below what each of the parameters means:

utm_source: This is the source of the visitor. For example, email or Google Ads.
utm_content: is used to distinguish similar content within an ad. Example: ebook-chatbot
{campaignid}: This is the campaign identifier. It shows the campaign where the ad was created.
{adgroupid}: This is the ad group identifier. It shows the group within which the ad was shown.
{targetid}: is the keyword identifier.
Communication channels:
Communication channels are where leads will be generated. In other words, where forms, chats, and any other means of capturing conversions will be located.