The ability to generate document templates is a necessity in any CRM. In Bitrix24, it’s possible to generate templates for invoices, quotes, packing sheets, order confirmation, and more.
The list of document templates available by default vary depending on the locale of your Bitrix24.
But, you can always load more ready-made templates or create your own templates.
In this article, show you how to use the Bitrix24 template designer.
This article is a guide for integrating Bitrix24 on-premise with Active Directory and LDAP.
The tools needed for this task are readily available in Bitrix24, but some additional configurations are required. We also share configuration methods and how to solve problems that may arise during the integration.
We will consider a specific example of integration for one of our customers - a large production company.
There is a configured domain controller and Active Directory with a list of users.
The task is to import users from Active Directory to Bitrix24, and set up synchronization. Bitrix24 on-premise has a standard module for this task - “AD/LDAP integration”. Prior to synchronization, this module needs to be installed or updated.
This article is a guide for Company leaders (CEOs, IT directors, Managers, Heads of Sales Departments) who are looking for new ways to increase returns and work more efficiently by implementing a Sales CRM. It is the responsibility of these company leaders to pick up new information, introduce innovation, and seek new ways of making the company more efficient.
In this article, we will tell you all you need to know about implementing Bitrix24 for a Sales Department. We explain why it is important, what stages are involved, and how to prepare for them.
As a mark of its excellence and outstanding service and product quality, our SMS communication software “Twilio SMS to CRM” was given an industry award from a leading B2B software marketplace.
This industry recognition is granted to communication platforms that have amassed a growing number of users over a short period of time and gained increasing popularity for their robust set of features and functionalities.
All large commercial and manufacturing companies, irrespective of the nuances of the business, have similar processes for working with clients, paperwork, shipping or providing services.
From our experience in large systems automation and management processes in various industries, we can recommend the following five main business processes that will help you improve customer service, speed up paperwork, reduce overhead costs, increase conversions, and improve employee KPI.
With the help of CRM business-processes you can make organization easy for staff. You can set automatic reminders for CRM entities, set automatic tasks for sales people for different CRM stages.
In a nutshell, CRM business processes should be a vital part of your sales funnel!
How many times have your sales team left leads in the same stage for several weeks simply because everyone forgot about them?
Set up a business process which will set tasks and send reminders to the entity responsible persons! This way, you ensure a smooth workflow for closing deals.
The average B2B company spends 2-5% of their annual revenue on advertising, while B2C companies spend 5-10%. To bring that into perspective, if the yearly revenue of your company is 10 million dollars, you spend between 200 thousand to 1 million dollars on advertising - creating a website, running adverts on search engines, on social media and offline (billboards, flyers, posters).
When considered as a whole, these advertising efforts may “seem” to bring good results in the form of “leads”.
We say “seem” because if you don’t have data to help you understand which advertising channels are effective and which are not, then, chances are that a huge chunk of your advertising and marketing budget is being wasted. In a recent survey by Rakuten Marketing, marketers admit to wasting 26% of their marketing budget on ineffective ads
With Bitrix24 Sales intelligence, you can track the effectiveness of all your advertising channels and sales managers, to maximize your advertising ROI.
This article is a guide on how to configure Bitrix24 Sales Intelligence by yourself.
EVRAZ is one of the largest vertically integrated steel companies in the world. The company actively uses external contractors to solve project and everyday tasks.
Once a contractor has been selected, they need to begin work. Incorporation into the project is an important and complex process. The key stage of incorporation is the approval of documentation for organization and implementation of work.
Previously, document approvals were carried out during private meetings between contractors and project coordinators. This approach led to delays in timelines, and the danger of postponing projects. It was an imperfect process
We helped EVRAZ move from personal document approval meetings to online document approvals. When a document is finally agreed upon, digital signatures are placed to make the contract legally binding.
What are the features and objectives of CRM tools? Its most basic definition is any technology in the form of a system or an app that aims to manage all your relationships and interactions with clients and potential customers.
Today, over 87% of businesses use a cloud-based CRM. That’s because it enhances business relationships and operations by giving organizations a more streamlined way to interact with their leads and customers. A CRM system enables companies to engage their customers, simplify processes, and increase income generation.
Having people in companies is not only very important, but also very expensive. Literally.
And we’re not even referring to wages and salaries. An organisation with a staff of 1-3 thousand people spends huge resources on recruiting, preparing, training, team building and organising the work of new employees.
According to data received from our clients, 1 office employee requires at least 30 hours of recruiters time to hire, and at least 50 hours of training to be effectively incorporated into work processes. This is the time of the HR department, managers, colleagues and the employee himself.
The constant complexities of personnel processes requires the HR department to be enhanced, but the full scope of HR work does not always seem clear to management.
It becomes imperative to automate to make HR processes efficient.
A content manager publishes news or an article on the company website via the backend of the portal. One article may contain several images, sometimes dozens.
In the standard visual editor, images can only be added to posts one at a time, the manager will have to repeat the selection procedure for each image.
The content manager spends a lot of time creating a single article and is dissatisfied with the labour intensity of such routine tasks. His Productivity drops, and less useful content is published.The Solution:
Add a button that would allow uploading multiple images at a time. We'll show you how.
Even before 2022 started, there was already a buzz about what HR trends to expect. INTERVOLGA keeps up with the news and new innovations in the digital sphere.
In this article, we will answer questions about this question, give insights as to what HR activities to automate, how to automate them and show some examples.
Our aim is to help you in your decision-making process about implementing an HR portal.
The 360-degree feedback is a process of assessing staff at the current moment, which allows you to determine their level of efficiency and find weaknesses. It is a very popular assessment method employed by HR specialists.
The problem is - How to implement 360-degree feedback quickly and then, automate it.
We published an article about the first version of the module a few months ago.
And for several months after the first release, we continued to, (and still continue to) collect feedback from our first users.
Based on their feedback, suggestions, and requests, we added many new features and made several improvements to the app that we’re sure you’ll be pleased with.
We have released a new version of MicroEDA
Let's see what went into it.
This guide is developed in 7 hierarchical modules which should be implemented accordingly.
Each module helps to set up a Section/module of the CRM.
The average implementation period for each module is 1-2 weeks.
Having a billing system helps a company keep track of the products and services its customers use, send bills and invoices, and also receive payment.
This feature is a necessity in every company, equally as important as having a CRM.
But with having multiple systems, also comes the task of maintaining customer records across all the systems
Employees have to enter customer data manually, repeatedly - a process that is very prone to errors.
Integrating your Billing system with your CRM not only rules out this error but also allows for the exchange of information in real time between the two systems.