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 Open Channels integration

Twilio SMS to CRM Open Channels integration

Twilio SMS to CRM module can now be added to Bitrix24 Contact Center and connected to Open channels. This will allow you send and receive Twilio SMS and MMS in a continuous chat thread. 

You can add users, groups or even departments to a created open channel.


Intervolga

Anton Kolodnitskiy

Anton Kolodnitskiy
CASE: Bitrix24 Implementation for a construction company

CASE: Bitrix24 Implementation for a construction company


Bitrix24 is a great Enterprise CRM solution because it offers total control - data on your own servers, the ability to rebrand it to portray the Brand image, the ability to modify and customize pre-existing features and add new ones, the ability to integrate with any System.

Today, we’ll describe our project for a big Construction Company, VELESSTROY.

Our project involved 

  1. Integration with ERP systems
  2. Bitrix24 Redesign to fit the Brand image
  3. Implementation of Federal Government services within Bitrix24

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.


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-2

Organization of a sales department based on CRM. Stages and case studies-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, after which 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 Bitrix24 CRM functionality, this is allowed.
You can imagine the confusion and problems this can cause.

Our clients requested to change this functionality, so that no Bitrix24 user is allowed to edit another user's comment.
The second functionality they wanted is to separate user access to CRM fields - to grant certain users access to fields while other users are restricted. 
We implemented both solutions. 
This article is a description of how we achieved these customizations


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

Anatoly Erofeev

Anatoly Erofeev
Automatic lead distribution in Bitrix24

Automatic lead distribution in Bitrix24


If your company has at least two employees responsible for working with deals in Bitrix24, sooner or later the question arises of how to distribute leads between them. While there are few managers and the number of inquiries you get is small, the head of the Department or senior Manager can take care of lead distribution. But it won't be long before distribution becomes a constantly distracting routine. 

How can you help your sales Manager handle this better and save time? Simply automate this process!


Intervolga

Aleksandr Davydov

Daria Kireeva

Daria Kireeva
Overview of services for integrating WhatsApp with Bitrix24

Overview of services for integrating WhatsApp with Bitrix24


WhatsApp integration with Bitrix24 is directly possible via the WhatsApp Business API, but access to it is limited. To get access, you need to submit your company's data for review. This is a long process, and access is often denied. Therefore, we have to integrate via external connectors.

In this blog post, we show you how



Intervolga

Anton Kolodnitskiy

Anton Kolodnitskiy
Electronic Document Approval in Bitrix24 - Simplifying bureaucratic procedures

Electronic Document Approval in Bitrix24 - Simplifying bureaucratic procedures



Having tons of paper documentation is an integral part of the life of any organization. As the organization grows, so does its paper load - contracts, invoices, legal acts and internal documentation. "Paper" begin to interfere with real work:

  1. Signing contracts with an important client is delayed for a month or more;

  2. Documents are lost within the organization;

  3. It is not clear what is expected, and from whom it is expected;

  4. Electronic versions of documents are stored on employees' computers and sent to each other by mail or on flash drives; 

  5. To find a contract or necessary document, you need to go through a chain of three, five, fifteen people.

Does your company have at least two of these symptoms? 

Congratulations, you suffer from paperwork disease!




Intervolga

Vasiliy Shevyakov

Vasiliy Shevyakov
How to create a Bitrix24 ecommerce store

How to create a Bitrix24 ecommerce store


From the Sydney update, Bitrix released a new product as part of Bitrix24: sites!
It’s now possible to build not just a landing page or a multi-page site, but even an online store - with a shopping cart, delivery and payment services, and a link to the CRM in the portal. The feature is available on ALL Bitrix24 plans.





Intervolga

Anton Kolodnitskiy

Anton Kolodnitskiy
Bitrix24 Integration with Website

Bitrix24 Integration with Website

bitrix24 integration with website

In this article, we have listed the most popular, good, and bad methods of integrating any website with Bitrix24 CRM for lead capturing. We also assess each method and give our recommendations (or non-recommendation) for use.  Feel free to use this guide. If you encounter any difficulty, write to us at info@intervolgaru.com - we’d be glad to help.




Intervolga