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.



Intervolga

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.


Intervolga

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. 


Intervolga

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

Intervolga

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 Guide - How to do it correctly

Bitrix24 Customization Guide - 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.



Intervolga

Stepan Ovchinnikov

Stepan Ovchinnikov
How to carry out large Bitrix24 development projects

How to carry out large Bitrix24 development 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.

This article is a guide on “the best practises when working with large projects”, “How to organize and maintain the quality of the development process at a high level” and all things “Large project”. 

Get your notepad, make yourself a nice cup of coffee or tea, and let’s begin!


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

Anton Kolodnitskiy

Anton Kolodnitskiy
Case: Bitrix24 Implementation project for a construction company

Case: Bitrix24 Implementation project for a construction company


Bitrix24 CRM is a great enterprise solution because it offers total control - data on your own servers, the ability to completely redesign it to portray your brand image, and customize pre-existing features and add new ones, and the ability to integrate it with any system.

Today, we’ll describe our Bitrix24 implementation project for a big Construction Company, VELESSTROY.

Our Bitrix24 implementation project for this client involved 

  1. Integration with ERP systems
  2. Bitrix24 customization - redesigning the CRM to fit the brand image
  3. Development - Implementation of Company services in Bitrix24

INTERVOLGA has strong industry expertise, working with the largest companies in the construction sector. We specialize in Bitrix24 implementation both as a CRM and as an HR management system.


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 guide: Cloud to On-premise

Bitrix24 migration guide: Cloud to On-premise


In this article, we provide answers to the following questions: 

What are the advantages of Bitrix24 cloud and Bitrix24 On-premise versions? when is it time to migrate from cloud to On-premise? what steps are involved in the migration process? what are some problems that arise during migration? and how can you solve them?


Intervolga

Stepan Ovchinnikov

Mikhail Filippov

Aleksandr Davydov

Aleksandr Davydov
Bitrix24 Implementation for a Large Enterprise

Bitrix24 Implementation for a Large Enterprise


Our client is a well-organized modern factory that actively uses IT tools and works in accordance with International Quality Standards (ISO).

In fact, the enterprise carefully regulates its business processes. 

  1. The sales department works according to several dozen standard regulations

  2. There are separately stipulated procedures for working with wholesale buyers.

Of course, a successful enterprise is more than regulations, but regulations are an important instrument of order.

So, what was missing? Why was it necessary for such an established enterprise to implement Bitrix24?


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

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

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