Anatoly Erofeev, Elena Fedianova
Prestalatino gives out micro loans in Mexico. This company successfully operates in Russia and enters the market of several developing countries. Below we will discuss the entry into the market of Latin America - the Prestalatino project.
The client invests in automation and business processes. To be faster and more efficient, they actively use online databases and services. Starting with the bailiffs' database and ending with the automatic transfer of the debtor’s case to court.
This material is of relevance for synchronizing self-hosted Bitrix24 with Active Directory and LDAP.
The article is long, so let us start with the conclusion. We often have to solve the task of synchronizing Active Directory with Bitrix24. The tools needed are available, but some additional setups are required. This article is about fine-tuning methods and solving problems related to such informational exchange.
We will consider a specific example. Our customer is a large production company. There is a configured domain controller and Active Directory with a list of users.
The task is to transfer users to Bitrix24 and set up synchronization. For the purpose of synchronizing information from the user fields and during user deactivation in Active Directory, it was deactivated in Bitrix24.
The self-hosted Bitrix24 version has a standard module for this task - “AD/LDAP integration”.
Prior to synchronization, this module needs to be installed or updated.
It is possible to set up periodic synchronization. The basic setup makes it possible to define periodicity only in hours. We set synchronization for every hour. It makes sense to increase this time to 24 hours after portal setup is complete, as Active Directory data normally seldom change.
Important! The synchronization itself occurs only after user authentication at the portal. If the user has not visited the portal, it is necessary to press ‘Activate’ in the user list to enforce synchronization. Otherwise, the user will not be synchronized until they enter the portal.
Developers of cloud-based CRM Bitrix 24 are quick in reacting to changes in demand and often release new versions.
Another large-scale update was presented in spring, 2018.
Let us go over all the new features in detail.
In this article:
What is the most important thing about the Bitrix24 Hong Kong update?
How will the work of clients and implementers change?
Which new market is Bitrix gaining a foothold in?
The most important question is who stands to gain from using Bitrix24? What sort of companies should adopt Bitrix24? What does the future hold?
Why "migrate" from the cloud version of Bitrix24 to the on-premise edition, how to prepare correctly for the migration and what surprises you may be waiting for along the way - we will try to understand in the article.
First, let's look at the advantages and disadvantages of the cloud version and on-premise edition of Bitrix24 and the signs that it's time for you to migrate to the on-premise version.
Bitrix24 developers are taking serious efforts to ensure that it is possible to provide informational exchange between Bitrix24 and different systems. We will look at how such informational exchange is possible with a corporate website and show how to set up leads using the B24+Website connection.
We are going to use the cloud version of the Bitrix24 service.
Your website can be built on any platform: Wordpress, Drupai or Joomla. We will just add to it the html code created by Bitrix24 at the end.
For demonstration purposes, we will use a test website built on the Bitrix platform, but the setup can be performed on ANY platform.
More than a million companies use Bitrix24. I believe there are at least 60% of them are inactive or just trying B24 for testing.
Therefore, consider 400 thousand of them. Let's drop those who are completely satisfied with the cloud version and do not want anything more.
Let it be 200 thousand. Let's drop those who do not want to spend money and energy on the boxed version (the financial costs at the initial stage for the cloud version - at least 20 times less).
So, there are 20 thousand customers left. These are companies that have bought or are ready to buy a self-hosted version and invest in the development of the system "for their needs." These are serious customers. They are waiting for a good job.
Bitrix24 software improvements are complex. To fulfill them, you must understand the tasks of the business, know the structure of the system and be able to solve problems. Competent developers are few. There are even fewer active developers.
The market is promising but empty. We develop and support corporate portals on a self-hosted version of Bitrix24. Our goal is to take a larger share of this growing market.
An important step towards this goal is to have a broad outlook and deep competence in how to create extensions for Bitrix24, how to evaluate this work and how to properly do it. The price of the error is high.
The article gives an overview of the tasks of extending the functions of Bitrix24 for the summer of 2016. Each task is commented and evaluated.
In latest Bitrix24 Update «Corsica» there are some new functions — Open Channels, CRM-forms, E-mail- и 1C-trackers. We have examinted them and are ready to share our results. We will tell you about Email-tracker for workflow automation in your company.
Bringing order in the organization is a creative task. You must push yourself and your colleagues, perform qualitative changes. It can only be fulfilled by a strong-willed and wise leader.
This article describes how it can be done with the use of Bitrix24. We advise you to read the article Manifesto of Bitrix24 implementation, where the main "commandments", i.e. principles of work are summarized.
To experienced administrators and IT-employees we recommend to explore a high quality (though voluminous and complicated) training course (in Russian) on the portal implementation from 1C-Bitrix.
This article describes the sequence of Bitrix24 implementation steps within 7 steps - "dys". Every step is not 24 hours, but a more extended time period, usually 1-2 business weeks.
We are going to talk about a small or a medium-size company without any experience in the serious automation of processes.
The key thesis is the following: the Bitrix24 implementation is based on the employees' constructive attitude and diligence.
Work with people is about love and not about violence.
It is a real story about the project of Bitrix24 implemantation at an enterprise.
We signed a non-disclosure agreement (NDA), according to which we could not name the exact field of the Customer's activities (the company is specific, almost unique), show screenshots and say aloud any kind of particularities.
A serious implementation of Bitrix24 will surely require integration with the external systems. For example:
Uploading the products database to the CRM from the warehousing or another accounting software.
Synchronizing counteragent companies with the accounting or recording program.
Binding leads and transactions to the requests for the warehouse or production.
Creating leads at registration of new applications in other systems (sites, email, electronic archives, etc.).
Receiving reports, including data from Bitrix24 and other systems.
Bitrix24 is used to solve management tasks in different organizations.
In some cases there are 5 employees, in other cases - 500.
Maybe you have 5 transactions a week in CRM, or maybe 500 calls a day.
Even the concept of "project", "transaction", "offer" have different meanings in different organizations.
How do you use it then? Why does it work at all?
I must say that creation of a software product "for any company", what Bitrix24 has become, is a surprising phenomenon. Who is this system for? What organizations is it for?
For everybody? or for "nobody"?
You can say that Bitrix24 is suitable for everybody to solve 80% of tasks. And for the remaining 20% everybody needs a fine setting and update.
In accordance with the principle of Pareto the first 80% are easily implemented. We are trying, studying, watching videos, getting used. Everything works. This is a small implementation.
The remaining 20% are more difficult. You need the research and the expert's work. Sometimes - "in terms of workflows". Sometimes - a database designer, a REST API expert and a programmer on some kind of React JS.
In this article we talk about a most interesting case of developing "the second type applications" for cloud Bitrix24 and show the possibilities of expanding the service functionality.
Last Bitrix24 reports and webinars were dedicated to business processes in general sense and says almost nothing about their implementation in CRM. We are sure that every specialist who work with Bitrix24 CRM can name several problems which should be automated. Let's examine below one of them and offer an algorithm to solve it using business process.