Lumi

The question only Lumi answers“What needs to be done now — and is the team doing it?”

Helps keep opportunities from being forgotten: prioritizes what each salesperson should do, reminds the team of the next step and checks that the work was done.

What it delivers

• The Race: each salesperson's queue of actions, with the reasoning behind each priority
• Receives the stalled deals Pulso sends over and measures whether what was handed off turned into action
• Reminders in the Bitrix24 chat and an activity report for leadership
• Team numbers: calls with diagnosis, meetings, conversations and response time
• In a group, called with @Lumi or /lumi, summarizes the conversation: decisions, pending items and points of attention
• In a customer conversation, called with /lumi, answers in a whisper: only the team sees it
• Creates tasks and projects with a checklist for the requester's team
• Answers from the Bitrix24 Knowledge Base and clears up questions about Bitrix24 products and TLJ apps
• Congratulations on wins: won deals, converted leads or paid invoices celebrated in private, in the department or in the Feed

Chats in the Dashboard with Bitrix24 and Zoho One.