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 personnel handle this better and save time? By simply automating leads distribution process!


Intervolga

Aleksandr Davydov

Aleksandr Davydov
CRM Field level permissions module for Bitrix24: how it works

CRM Field level permissions module for Bitrix24: how it works

Our "CRM Field level permissions" module for Bitrix24 CRM helps you set access permissions and restrictions to CRM fields. 
This is a guide on how to use it. 

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 shop

How to create a Bitrix24 ecommerce shop


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

Anatoly Erofeev

Elena Fedianova

Elena Fedianova
How to guide: Bitrix24 and Twilio SMS integration

How to guide: Bitrix24 and Twilio SMS integration

Twilio inbound SMS


SMS is a popular means of communication, so it only makes sense for companies to also have this as a channel of communication with their clients, through their CRM.

In Bitrix24, it is possible to send Twilio SMS to clients from the CRM cards. The problem is receiving Twilio inbound SMS.
We developed a solution that integrates Bitrix24 CRM and Twilio, to help you receive Twilio inbound SMS.

Using Bitrix24 Open channels, you can send and receive Twilio SMS in a continuous chat.


Intervolga

Stephanie Fubara

Stephanie Fubara

Stephanie Fubara
Bitrix24 CRM as a Marketing tool : Case study of a Dental clinic

Bitrix24 CRM as a Marketing tool : Case study of a Dental clinic


Our clients were already doing a great job with their business. However, they wanted to take things some notches higher!

They wanted to be able to give their customers specialized packages and offers. 

One sure way to go about this was to implement Bitrix24 CRM for effective Marketing. 

Our clients' main purposes for the Implementation were to

  1. offer their clients better service

  2. build longer-lasting relationships with them.

  3. categorize leads for effective marketing.

These were their goals, and they became ours!


Intervolga

Mikhail Filippov

Mikhail Filippov
Development of business processes for “MYBOX sushi and wok”

Development of business processes for “MYBOX sushi and wok”

MYBOX (https://mybox.ru/)  is a large and well-known restaurant, a network of Japanese and pan-Asian cuisine. The company has a presence in several dozen Russian cities and has deployed a network structure. The complexity of managing distributed units led to the need to use the appropriate instrument - Enterprise portal Bitrix24.

The company actively applied the tools of goal setting, time tracking, scheduling meetings, internal correspondence, etc.
However, their work process consists of the same types of projects that require precise execution of repetitive tasks. But here is the major problems of such projects - The staff usually forget to move on to the next implementation stage, they forget to pass the baton on to other departments, and to make reports within a specified time.

To solve this problem, we automated their Business Processes.




Intervolga

Mikhail Filippov

Mikhail Filippov
Increasing the efficiency of “Smolmash” engineering company

Increasing the efficiency of “Smolmash” engineering company

In this project, we were presented with a classic problem:

Here is a large engineering company that manufactures and sells construction equipment throughout Russia, but whose Sales department lacked effectiveness, manageability and transparency in its relations with clients.

How did we solve this problem and increase their efficiency?



Intervolga

Mikhail Filippov

Mikhail Filippov
Implementing Bitrix24 CRM for "RISE" IT company to Optimize Sales Processes

Implementing Bitrix24 CRM for "RISE" IT company to Optimize Sales Processes

INTERVOLGA has considerable experience in implementing Bitrix24 in different companies and can solve complex problems, a skill which is appreciated by our colleagues from "RISE" IT.

Today, we'll take you through our Bitrix24 CRM implementation with the aim of optimizing Sales Processes. 



Intervolga

Alisa Erofeeva

Aleksandr Davydov

Aleksandr Davydov
Organization of a sales department based on CRM. Stages and case studies-1

Organization of a sales department based on CRM. Stages and case studies-1

The Recommendations enlisted in this guide have been tested and proven by our clients to 

  • Increase lead-to-sales conversions by 10% in 3 months

  • increase profits up to 20% in the first year alone,

  • increase Advertising ROI by 10%,

  • build cross-selling,

  • build long-term relationships with customers, 

  • Properly tune sales. 


Intervolga

Aleksandr Davydov

Aleksandr Davydov
How to install and setup Google Analytics on your web site

How to install and setup Google Analytics on your web site

Have you ever wondered how many people visit your website? What they do on the pages? or  How long your website visitors spend reading articles?

Or maybe you might want to know  How much business you get via your website

There is a service that helps answer such questions- Google Analytics is the most famous and worldwide tool for site analysis.

The trick is knowing "HOW TO SET IT CORRECTLY"


Intervolga

Anatoly Erofeev

Dmitry Matyushechkin

Dmitry Matyushechkin
CRM integration with Sage Accounting : module for Bitrix24

CRM integration with Sage Accounting : module for Bitrix24



The module creates a two-way integration between Bitrix24 and Sage for uploading companies and invoices linked to them from Bitrix24 to Sage, downloading invoice paid status from Sage to Bitrix24, changing the payment status of invoices in Bitrix24 by clicking on “Create Receipt” in Sage.


Intervolga

Anatoly Erofeev

Stephanie Fubara

Stephanie Fubara
Twilio SMS to CRM module update: Choose what CRM entity to create

Twilio SMS to CRM module update: Choose what CRM entity to create

With this new  update, you can now choose what entity to create in Bitrix24 CRM when there is an inbound Twilio SMS from an unsaved number -LEAD or CONTACT.




Intervolga

Stephanie Fubara

Stephanie Fubara
How we integrated Stripe and Bitrix24

How we integrated Stripe and Bitrix24

With payment gateways like Stripe, businesses can guarantee their customers the security of their details and with Bitrix24 CRM, they can control every other aspect of their businesses.

We will tell you how is it possible to intagrate 2 systems Stripe and Bitrix24 to automate your business.


Intervolga