Stepan Ovchinnikov

Stephanie Fubara

Stephanie Fubara
The Ultimate Guide to Bitrix24 implementation

The Ultimate Guide to Bitrix24 implementation



One of the most common issues new users complain about Bitrix24 is its usability.

This is why we decided to prepare this Guide. To help every business owner set up, navigate and harness the powerful tools in Bitrix24.

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.


Intervolga

Aleksandr Davydov

Aleksandr Davydov
Automate Document Approval Processes

Automate Document Approval Processes

Bitrix24 Electronic document approval tool

MicroEDA is a new cloud service that allows you to request and receive approval on documents electronically from different stakeholders. 

These could be colleagues in the same office, company management, clients, or business partners. 
Approval parties do not have to be users of Bitrix24 as they can be added via email, attached documents can be viewed online.
Read on to find out what you can do with MicroEDA


Intervolga

Stephanie Fubara

Stephanie Fubara
Bitrix-Billing system integration

Bitrix-Billing system integration



Most times, It’s difficult to foretell what the needs of a company will be in 5, or even 2 years. When the company grows, the systems which were used from the onset turn out to be inadequate in dealing with the new needs - More clients, more employees and users of the system, more departments each having its specifics, features and requirements, the need to integrate with other management systems, etc.

While all these new systems are being added, it is of utmost importance to ensure that 
1. They are integrated seamlessly with existing systems - do not cause lags and waste employee time
2. They do not cause degraded server performance
3. They are easy to use, require few clicks, intuitive

We integrated the Billing system of our client CEDIS with Bitrix24, cutting off the need for employees to switch between 2 systems, save employee time, and money


Intervolga

Stepan Ovchinnikov

Stepan Ovchinnikov
Roadmap for the implementation of Bitrix24 in a large company - part 2

Roadmap for the implementation of Bitrix24 in a large company - part 2



In part 1,  we discussed the first 3 important steps for implementing Bitrix24 in large company
  • “Initial setup"- Inviting employees to the portal
  • "Internal Processes" - Implementing processes to help employees work 
  • “Employee comfort” - making things “easy” for staff
In this part, we'll discuss 
  • The Sales department and 
  • Creating User Accounts

Intervolga

Stepan Ovchinnikov

Stepan Ovchinnikov
Roadmap for the implementation of Bitrix24 in a large company-Goals, stages, place in the infrastructure

Roadmap for the implementation of Bitrix24 in a large company-Goals, stages, place in the infrastructure


Bitrix24 as a “single window of access to services” solves the problems of building communications in a large company.

If you are interested in the implementation of unified information space in a company of 150 people or more, this is the place for you!

In the article, we give a detailed description of the sequence of steps, expected costs and risks, and techniques for implementing Bitrix24 in a large company.



Intervolga

Stepan Ovchinnikov

Anton Kolodnitskiy

Nikita Kalinin

Nikita Kalinin
How to modify Bitrix24 correctly

How to modify Bitrix24 correctly


Bitrix24 is a powerful and cleverly designed system.Only a few people really understand how it was made, and are able to add new functions to it correctly. So, although, on paper, there are over 10 thousand companies that claim to be able to develop this powerful system,  in reality, just a handful have the required skills and can modify Bitrix24 correctly. 

What's the right way to modify Bitrix24?



Intervolga

Stepan Ovchinnikov

Stepan Ovchinnikov
How INTERVOLGARU works with large projects

How INTERVOLGARU works with large projects


The more complex a project, the more attention one needs to pay to every detail. Such a project would need competent and experienced managers who can understand the specifics of the business and understand how to improve it.

Our projects are accompanied by weekly (or daily) calls and discussions with our clients. Therefore, customers are always aware of the progress and what stage work is at. We tell you what the customer needs to know about the specifics of working with large projects, what stages it consists of, and what the role of the client's specialists is in this work


Intervolga

Anton Kolodnitskiy

Anton Kolodnitskiy
User account for dealers for a B2B Company website

User account for dealers for a B2B Company website


There is a special category of sites that do not fall into the Ratings short-list and “Golden Site” contests. Designers of these sites do not show them off or exchange links with each other, and ordinary users rarely visit them. 

But wholesale trade, dealers and other business networks that hold the economy of the world depend on these websites. 

We are talking about B2B websites




Intervolga

Aleksandr Davydov

Aleksandr Davydov
Twilio SMS to CRM update: Open Channels integration

Twilio SMS to CRM update: Open Channels integration

Twilio SMS to CRM UPDATE: Integration with Bitrix24 Open channels.

The module can now be added to Contact Center and connected to Open channels!


Intervolga

Anton Kolodnitskiy

Anton Kolodnitskiy
CASE: Implementation of Bitrix24 for VELESSTROY construction company

CASE: Implementation of Bitrix24 for VELESSTROY construction company


Implementing Bitrix24 in large companies has its own characteristics. They can be conditionally divided into two large categories:

  1. Implementing Bitrix24 for the sales department (CRM implementation);

  2. Implementing Bitrix24 as an HR portal, a system for working with employees.

The different goals for Bitrix24 implementation determine the set of priority tasks.

INTERVOLGA has strong industry expertise, working with the largest companies in the construction sector. We specialize in implementing Bitrix24 both as a CRM and as an HR portal.

Today, we’ll be sharing a vivid example of a project from the second category - Implementation of Bitrix24 in the Construction Company, VELESSTROY.




Intervolga

Anton Kolodnitskiy

Anton Kolodnitskiy
Why “Bitrix24 Smart Processes” is a breakthrough

Why “Bitrix24 Smart Processes” is a breakthrough



Clients often ask to add something "like deals, but with a  slightly different behaviour and name":

  1. I need a directory of objects with filters, statuses, business processes.

  2. We want to process customer complaints and link them to transactions.

  3. We use our CRM for hiring personnel, and we want a separate section and entity for this.

Taking into account the requests for updating Bitrix24 that are received by INTERVOLGA, I am sure that smart processes are the best novelty in Bitrix24 over the past few years.



Intervolga

Anton Ziryanov

Anton Ziryanov
Case study: "Invoice approval” business process with entry into the company’s payment calendar" for Bitrix24

Case study: "Invoice approval” business process with entry into the company’s payment calendar" for Bitrix24

Invoice approval is a routine but necessary process and usually before an invoice is sent to a client, 2 or more managers and the CEO need to give their approval.

If a company reconciles invoices at least once a week, the process needs to be automated.


Intervolga

Nikita Kalinin

Anton Kolodnitskiy

Anton Kolodnitskiy
Cut time spent on preparing Commercial Offers five times with Bitrix24

Cut time spent on preparing Commercial Offers five times with Bitrix24



Preparing commercial offers is an integral and compulsory part of the sales process. Whether a deal is struck or not, the time on this presale step is wasted.

When preparing a commercial offer, we spend the bulk of our time on two activities

  1. communicating with the client and 

  2. preparing the document itself.

For the first, implementing Bitrix24 CRM will help simplify correspondence with the client.

But when you need to make the commercial offer itself quickly, having it automatically generation will be a great plus. 

No need to waste hours drafting offers when you can get them in 1 click!


Intervolga

Stepan Ovchinnikov

Stepan Ovchinnikov
Implementing ITSM technical support in Bitrix24

Implementing ITSM technical support in Bitrix24



This post is another in a series of publications about the large implementation of Bitrix24 in a large and rapidly growing retail network.

Today we will focus on customizing Bitrix24 for the purpose of building technical support according to the ITSM standard and deep processing of tasks.


Intervolga

Mikhail Filippov

Mikhail Filippov
Bitrix24 migration: Cloud-to-self-hosted

Bitrix24 migration: Cloud-to-self-hosted


In this article, we will cover

  1. The advantages on both cloud and on-premise versions of B24

  2. How to know when it’s time to migrate to on-premise B24

  3. Steps for migration

  4. Problems that usually arise during migration process and how to solve them



Intervolga

Stepan Ovchinnikov

Mikhail Filippov

Aleksandr Davydov

Aleksandr Davydov
Bitrix24 Implementation for a Large Enterprise

Bitrix24 Implementation for a Large Enterprise


We have a modern well-organized factory, actively uses IT tools, works in accordance with International Quality Standards (ISO).

In fact, business processes at the enterprise are regulated and applied. The sales department works according to several dozen standard regulations and there are separately stipulated procedures for working with wholesale buyers.

Of course, a successful enterprise is more than regulations, it’s an important instrument of order, which this enterprise had.

So, what was missing? Why the need for “one more system” and all the more, why is Bitrix24 needed?


Intervolga

Stepan Ovchinnikov

Anton Ziryanov

Anton Ziryanov
"Vacation in order" for Bitrix24"

"Vacation in order" for Bitrix24"


The crux of the matter:

To arrange a vacation, you need to agree with your supervisor, write an application, get approval from managers, and so on... 

In some countries, for instance, each employee MUST go on vacation at least twice a year. In a company of 50 employees, that is at least 100 vacations to be arranged per year.  There are documents flying all over the place, some of which get mixed up and lost.
Other employees do not know who is going on vacation and when. They only find out when they need the employee’s input and they’re nowhere to be found.

But, there’s good news - We’ve devised a method to prevent all this!




Intervolga

Aleksandr Davydov

Aleksandr Davydov
ORGANIZATION OF A SALES DEPARTMENT BASED ON CRM. STAGES AND CASE STUDIES- Part 2

ORGANIZATION OF A SALES DEPARTMENT BASED ON CRM. STAGES AND CASE STUDIES- Part 2


In part 1, we talked about the first steps needed for creating the sales department your company deserves -

1. Outlining your company's goals
2. Performing a SALES AUDIT to see weak points, bottlenecks and all underlying issues. 

You can read more here: https://intervolgaru.com/blog/twilio-helpcentre/organization-of-a-sales-department-based-on-crm-stag...

In part 2, we are looking at practical steps that solve the problems that are revealed during AUDIT. 
1. Business Process Automation (what to automate, how to automate),
2. Refinement and customization of your CRM for sales purposes, and
3. keeping sales staff motivated using B24 tools. 


Let's dive right in 

Intervolga

Elena Fedianova

Elena Fedianova
Restricting access to fields and comments in Bitrix24 CRM : module for Bitrix24 on-premise

Restricting access to fields and comments in Bitrix24 CRM : module for Bitrix24 on-premise



Mary, a sales representative leaves a comment on a deal card and then, she changes the deal stage. In this new stage, Oliver, her colleague becomes the new responsible person. 
Oliver then edits Mary’s comments, but it appears as though Mary was the one who made the edit!  

With standard CRM functionality, this is allowed.

You can imagine the confusion and problems this can cause.
Our clients expressed their wish to have functionality in Bitrix24 that would prevent such, and also allow separating user accesses to Deal and Contact fields - to grant certain users access to fields while other users are restricted. 
We listened. 
This article is a description of our solution



Intervolga

Alisa Erofeeva

Alisa Erofeeva
Automating Employee Recruitment and other HR processes in Bitrix24

Automating Employee Recruitment and other HR processes in Bitrix24



This article is about how to make HR processes more organised and efficient, and make HR specialists happier through convenient, simple and intuitive automation in Bitrix24.

If you are a super cool, functional HR specialist who’s interested in getting a lot of work done with the least amount of effort, then, this article is for you!

Or if you are a  business owner, who has :

  • a small company, where you and your employees combine several functions,

  • a hiring process that needs to be optimized,

  • a desire and need to evaluate the work of the HR department.


Intervolga