Demyan Seleznev

Demyan Seleznev
Setting access permissions in Bitrix24 CRM

Setting access permissions in Bitrix24 CRM

In this article, we will show you how to set access permissions for different sections of Bitrix24 CRM :
  1. Workgroups and projects
  2. CRM entities
  3. Telephony
  4. workflows and business processes
  5. files and folders in Bitrix24.drive
  6. Open channels

Intervolga

Daria Kugatova

Aleksandr Davydov

Stephanie Fubara

Stephanie Fubara
“Twilio SMS to CRM” Presented with Communication Software Special Recognition from Leading B2B Review Platform

“Twilio SMS to CRM” Presented with Communication Software Special Recognition from Leading B2B Review Platform

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.


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Anton Kolodnitskiy

Anton Kolodnitskiy
Five business processes that you must automate to increase productivity

Five business processes that you must automate to increase productivity


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.



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Aleksandr Davydov

Aleksandr Davydov
How to create and use Bitrix24 CRM business processes

How to create and use Bitrix24 CRM business processes



What are Bitrix24 CRM business processes used for? To solve organizational problems.

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.


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Elena Fedianova

Aleksandr Davydov

Aleksandr Davydov
How to configure Bitrix24 Sales Intelligence

How to configure Bitrix24 Sales Intelligence

track the efficiency of ad channels

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.




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Stepan Ovchinnikov

Stepan Ovchinnikov
Organizing Document Approval in Bitrix24 from Contractors’ Personal Accounts on website

Organizing Document Approval in Bitrix24 from Contractors’ Personal Accounts on website



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

Our task was to develop a tool that would allow contractors who are registered on EVRAZ's website to initiate and organize approval of documents in EVRAZ's Bitrix24 quickly and conveniently without having access to the portal.

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.



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Yuliya Krykhtina

Stephanie Fubara

Stephanie Fubara
Must Have Features In Your Bitrix24 CRM

Must Have Features In Your Bitrix24 CRM


One of the major challenges facing companies that transitioned online is how to deliver quality and personal customer service to their clients without face-to-face interaction. It’s true that technology can cause exponential growth to companies. However, business owners and leaders must also guard this important aspect of running a business. Fortunately, there are now a lot of CRM systems or customer relationship management systems available online.

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. 


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Daria Kugatova

Stepan Ovchinnikov

Stepan Ovchinnikov
Case: Implementing "HR processes automation" for a large pharmaceutical company

Case: Implementing "HR processes automation" for a large pharmaceutical company


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.



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Aleksandr Davydov

Aleksandr Davydov
What Bitrix24 business processes are and how to manage them

What Bitrix24 business processes are and how to manage them



In this article, we show you how to work with Bitrix24 Business processes. You'll find answers to questions like
  1. where to find running business processes, 
  2. how to edit and delete them, 
  3. how to change CRM workflow participants
  4. how to grant users and user groups permissions to enable them to monitor and control business processes in Bitrix24.


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Ivan Abashin

Daria Kugatova

Daria Kugatova
Bitrix24 Visual editor customization

Bitrix24 Visual editor customization

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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.




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Lolita Lutsenko

Anton Kolodnitskiy

Anton Kolodnitskiy
Automation of HR processes - 2022 HR trend

Automation of HR processes - 2022 HR trend

2022 HR trends.jpg

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.


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Lolita Lutsenko

Lolita Lutsenko
360-degree feedback assessment in Bitrix24

360-degree feedback assessment in Bitrix24

360 degree feedback in Bitrix24.png

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.



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Aleksandr Davydov

Aleksandr Davydov
How to speed up Document approvals in your company: Electronic Approval System for Bitrix24 cloud

How to speed up Document approvals in your company: Electronic Approval System for Bitrix24 cloud

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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.


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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.


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Aleksandr Davydov

Aleksandr Davydov
Automate Document Approval Processes

Automate Document Approval Processes

MicroEDA.png
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


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Stephanie Fubara

Stephanie Fubara
Bitrix24 CRM and Billing Software integration

Bitrix24 CRM and Billing Software integration



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. 


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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

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Stepan Ovchinnikov

Stepan Ovchinnikov
Roadmap for the implementation of Bitrix24 in a large company- Part 1

Roadmap for the implementation of Bitrix24 in a large company- Part 1


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
Bitrix24 Customization - How to do it correctly

Bitrix24 Customization - How to do it 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 features and customize 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 customize Bitrix24 correctly.

How can you do Bitrix24 Customization correctly?

We'll tell you.



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