Automatic generation of documents in Bitrix24 waited a long time. Previously, in the cloud it was possible to generate an invoice and commercial offer. The ability to customize the templates was, but minimal - insert your logo or change the field in some places.

Business needs much more:

1. Contracts;

2. Acts;

3. Invoices;

4. Management Notes;

5. Approval sheets.

Partially these tasks were closed by third-party applications. But the request was so powerful that Bitrix could not help releasing his tool.

The announcement of the designer of documents from Bitrix took place during the presentation of the new version of Bitrix24 at March 2018. Today we will analyze the release version.

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Today we are going to tell you about the CRM payments functional extension developed as a separate module. This module is ready for reuse.

As we wrote before INTERVOLGARU made integrations of Bitrix24 and BillMo, OpenPay, Extra, Oxxo, etc. payments systems for Prestalatino company. It should be reminded that the company gives out micro loans in Mexico.

At first we needed to integrate Bitrix24 and BillMo. The task was to add information about BillMo payments to Bitrix24. We developed a web-interface at Bitrix24 and started the integration.

Comparing CRM systems is a thankless task. Very much they are different in order to create, implement, in detail.

In this article we will try to separate flies from cutlets. The description of the systems given in it will help to make a choice or at least bring it closer to solving this task.

How to understand which CRM system to choose? You need to go from your goals and objectives, your willingness to pay for achieving your goals. We will understand everything in more detail.

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Our article on SMM promotion is the most popular in the blog. We realized that this format is interesting to readers. Therefore, inspired by the results, we decided to continue and write a step-by-step guide to SEO promotion. The plans - the same article about contextual advertising. Your rating is important to us - if you find something useful for yourself, please rate the article with stars :)

SEO (search engine optimization) — a set of measures to increase the visibility of the site in the search for user requests by increasing the position of the site on the results of the ranking of search engines.

The goal of SEO is highly dependent on the business and the project: for content projects - an increase in the number of visitors (traffic) to the site, for online stores - an increase in sales and conversion.

For several years, requests from our clients for SEO have changed a lot. “I want to be in the TOP-5” a couple of years ago came to replace “I want a lot of traffic”, now - “we want smart SEO with an understanding of the project payback and work on the quality of traffic”.

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In the updated Sydney, Bitrix has released a new product as part of Bitrix24: stores. You can create not only a landing page or a multipage website, but also an online store with a basket, delivery and payment services, and linking to CRM in the portal. The feature is available starting with the free cloud version.

We need to repeat the development for our client. He has already turned to us for setting up a ready-made solution and an advertising campaign.

Now the problem is solved now? Will the result be better or worse?

In the process of creating a store, we will show the steps below, and begin with the conclusion and evaluation.

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Quickbooks accounting service (https://quickbooks.intuit.com/) is finance management software. QuickBooks provides a real-time data to business. It gives a 360 degree view of sales – by customer, product, project, or location. It generates an accurate profit-and-loss statement, helps to identify and analyse trends in business, displays incomes and expenses in year-over-year comparisons using pie charts and bar graphs etc.

AfrikaLoan Company asked INTERVOLGARU to automate data transferring from Bitrix24 to Quickbooks.

What is a “captcha” today even a schoolboy knows. But “why” - site owners are well aware.

Any captcha is a double-edged sword. A complex captcha protects well against spam robots, but it also prevents customers from sending an application or order. Simple - on the contrary, it is convenient for people and vulnerable to robots.

To the rescue, with the motto “Just for people, difficult for robots”, hurries Google reCapthca .

Looking ahead, I’ll say that we’ve made our cool / universal / non-programming module to replace the standard captcha with reCaptcha .

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What formulas to calculate the conversion of sales in the online store? Almost a year ago I wrote an article about the payback of an online store. This article has surprisingly become popular and has collected more than 500 responses from people who have used the proposed calculation model.

We handed out this model in Excel to everyone who wanted to make a profitable online store. They could enter basic parameters and get an estimate of the payback period. This made it possible to select profitable niches for the online store.

We continued to work on the analysis of the online store and today we present to you our new development - Calculator of profitability of an online store.

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What is SMM? Do you need it?

SMM (Social Media Marketing) is a tool for customers and sales from social networks.

Today, SMM is not only cats and huskies, but also real sales. Of course, you can simply create a group, publish there 5 messages a week and wait for the crowds of new customers to come. It does not work. Without a systematic approach, there will be no result. 

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Carrot Quest (https://www.carrotquest.io/) is an online service of internet-marketing: eCRM, email-circulation, pop-ups, online chat, triggers and web-analytics.

One Signal (https://onesignal.com) is a service for sending messages and push-ups by events.

AfrikaLoan Company asked INTERVOLGARU to send information about events from Bitrix24 to Carrot Quest and One Signal services.

In this article we described the business processes, the automation of which is ordered most often.

Each large commercial or manufacturing company, despite the nuances of the business, has the same type of processes for working with clients, paperwork, shipping goods or providing services. Taking into account the experience of automation of management processes in various companies, we can recommend the following five main business processes that will allow you to improve customer service, speed up paperwork, reduce non-manufacturing costs, improve the conversion of transactions, improve employee KPI.

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Social networks are primarily a place where people have fun, communicate, learn news, watch fun content.

Promotion of medical services in social networks often has some difficulties. For example, a small number of subscribers compared to groups of entertainment topics, goods and services of frequent demand. Even with high attendance, such groups rarely enter and often unsubscribe, having received the necessary information. Particularly reluctant to join groups of clinics that provide specific services: the restoration of reproductive functions, urological centers, etc.

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For a company, it is important that employees share its principles. Thought in one direction. We saw the goal, felt responsible for the result. Then people work better. And they become happier (but this is not certain).

When you have 20 people, there are no problems with this. When 50, begin. When 500 or several thousand is no longer a problem, but pain.

It is like a garden - while it is small and picked up from congenial people, it is enough to water and weed in time. But if there are many different colors, more effort is needed. What are the tools for garden care, we describe below.

To unite people, you need to gather them in one place, inspire, teach, entertain, reward, punish, give responsibility, give information and do a dozen more HR pieces. Some corporatives in the fresh air here will not do. We need a permanent platform for such activities.

Internal HR portals are a good solution. If you do it right, they live, grow and help the company grow. Not in words, but in life.

We share the experience of creating such portals on Bitrix24.

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INTERVOLGARU has completed the Bitrix24 and Kenya’s eCitizen portal integration for AfrikaLoan.

The Kenyan government’s eCitizen portal provides such services as booking a driver’s test with the National Transport Safety Authority, applying for a passport from the Immigration Department and others. So the portal collects a lot of data about Kenya’s citizens.

Kenya’s eCitizen portal also allows financial institutions such as banks and insurance companies to check and verify whether the information and identification documents provided by their clients are legitimate.

The task was to verify clients’ personal ID data at Bitrix24 with Kenya’s eCitizen portal.

An article about the safe work in Instagram using automation software. 

Instagram is hard to automate, and most operations are a solid routine. The platform is closed, strict paranoid security requirements.

When one specialist works with several accounts, there is not enough time for thorough study. We'll tell you about the services - assistants in promoting Instagram.

Instagram algorithms regularly undergo changes. To promote your account, you need to consider a large number of factors. Therefore, for promotion we recommend using popular and proven services that monitor changes in algorithms daily and take into account these changes in the operation of services.

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Today we will talk about one of the new Bitrix24.Sydney release.

Bitrix24. Mail is a full-fledged email client with integration with other sections of Bitrix24.

Waited for such a module for a long time. The request “we want managers to use the portal as a mailer” we have heard repeatedly. Let's see if the new section responds.

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Goal

Increasing the flow of applications due to the promotion of groups in social networks on Instagram and Facebook.

Tasks

• monthly increase in subscribers,

• building up a loyal user base for the word of mouth effect,

• attracting clients to training programs

We notice the general trend of simplifying content and delivering marketing messages to consumers. Landing page designers (landing pages) are a prime example. Tilda, LPGenerator, PlatformaLP - tools that do not require serious skills in web development. If you do not require a wow design, the site can be made in a few hours. This will be a full-fledged web page. There will be forms on it, you can sell something with it.

Bitrix released its designer landing pages in October 2017. In the first six months, users created hundreds of thousands of pages. At the presentation in October 2018, ~ 100 thousand pages of shared access were announced.

The next stage is an army of marketers, promoting the sites of Bitrix24 in various channels from all sites. This stage is in full swing. The volume of traffic will only grow.

The next wave - the heroes-analysts who rake up the traffic debris, sift valuable ore, indicate the direction of development.

What stage are you now? When will you go to the next?

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Say “online store” - what is remembered? Beautiful site for retail sales.

Shopping cart, large photos, “selling card product”, “place an order” and so on.

Thousands of articles have been written about such stores, templates of such stores can be downloaded on the Web or installed along with the content management system.

The owners of such stores integrate them with trading platforms (Google Merchant Center and others), working to increase conversion. The main question is “how to attract? how to sell?

But the online store may be different. The online store can be focused on wholesalers, on regular customers, on interaction with branches and distribution networks.

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