For complex B2B transactions that require multiple stages of negotiations, meetings and presentations, a systematic approach is important. This cannot be achieved without implementing a CRM for wholesale sales.

To unite employees in the common goals of a company, you need to get them in one location, train, motivate, assign responsibilities, reward them and carry out a dozen more HR management tasks. 

Using a different HR management system for each task is bad practice for several reasons. It is also a lot more expensive to use and maintain. To get the full benefits of using HR systems, you need to have ONLY one HR management system with the features your company needs, as well as the possibility to implement any other HR features you may need in future as your company scales and expands. 

Correctly implemented, a Bitrix24 HRMS grows (in functionality, sophistication) and helps the company grow too. 

These are not just words. Our results from several HR management systems implementations in Bitrix24 prove this. 

Bright Way is a dynamically developing group of companies whose strategy includes the implementation of many significant projects in the pharmaceutical industry. The company has over 400 employees. The company's offices are located in several European cities.

The company's HR specialist performs important tasks such as organizing training programs for employees, developing and updating job descriptions, organizing and announcing events in the feed.

This is a ton of work for one HR specialist. it is also time consuming. Also, the standard Bitrix24 e-Learning module can be used to publish training courses for employees, but you can't set access control to courses, or implement a development path for each employee.

This is why Bright Way decided to use Bitrix24 to automate HR processes.

We helped our client - an industrial refrigeration plant migrate from Salesforce to Bitrix24. 

Today, we’ll dwell on the key aspect - the Sales Process.

This article is useful for companies currently using Salesforce and would like to migrate to a more affordable platform with the same features as salesforce.

Today's article is a guide on how to embed Bitrix24 widget with a company website to create new leads.

For demonstration purposes, we will use a test website built on Wordpress and Bitrix platforms.

The same process applies to any platform: Wordpress, Drupal or Joomla.

Sometimes documents need to be signed and sent, but the manager whose signature is required is on vacation. While waiting for him/her to return, it is possible to forget about them, or miss the deadline for sending them.

In cases where “missed deadlines” isn’t an issue, the manager is welcomed back to the office with piles of documents. This is how he spends the first few days back - signing documents.

Implementing Electronic signatures in your CRM or Intranet gives trusted employees access to required signatures at any time.
Qualified E-signatures comply with eIDAS regulations, have legal power and can be used in transactions with clients, government agencies and other legal entities

When a company makes a decision to migrate from one CRM solution to another, it’s usually due to low performance, high cost of maintenance, data loss, lack of integration possibilities with other systems. 

Bitrix24 is a CRM solution that offers high performance, has competitive pricing, is secure(you can even host the on-premise solution on your private servers), and is completely integratable with other systems. 

When you migrate from any other CRM to Bitrix24, you can be sure that all your processes can be replicated in Bitrix24.

How can lead capturing and processing in Salesforce be duplicated in Bitrix24?

The ability to generate document templates is a necessity in any CRM. In Bitrix24, it’s possible to generate templates for invoices, quotes, packing sheets, order confirmation, and more. 

The list of document templates available by default vary depending on the locale of your Bitrix24.
But, you can always load more ready-made templates or create your own templates.

In this article, show you how to use the Bitrix24 template designer.

This article is a guide for integrating Bitrix24 on-premise with Active Directory and LDAP.

The tools needed for this task are readily available in Bitrix24, but some additional configurations are required. We also share configuration methods and how to solve problems that may arise during the integration.

We will consider a specific example of integration for one of our customers - a large production company.
There is a configured domain controller and Active Directory with a list of users.

The task is to import users from Active Directory to Bitrix24, and set up synchronization. Bitrix24 on-premise has a standard module for this task - “AD/LDAP integration”. Prior to synchronization, this module needs to be installed or updated.

This article is a guide for Company leaders (CEOs, IT directors, Managers, Heads of Sales Departments) who are looking for new ways to increase returns and work more efficiently by implementing a Sales CRM. It is the responsibility of these company leaders to pick up new information, introduce innovation, and seek new ways of making the company more efficient. 

In this article, we will tell you all you need to know about implementing Bitrix24 for a Sales Department. We explain why it is important, what stages are involved, and how to prepare for them.

All large commercial and manufacturing companies, irrespective of the nuances of the business, have similar processes for working with clients, paperwork, shipping or providing services.

From our experience in large systems automation and management processes in various industries, we can recommend the following five main business processes that will help you improve customer service, speed up paperwork, reduce overhead costs, increase conversions, and improve employee KPI.

What are Bitrix24 CRM business processes used for? To solve organizational problems.

With the help of CRM business-processes you can make organization easy for staff. You can set automatic reminders for CRM entities, set automatic tasks for sales people for different CRM stages. 

In a nutshell,  CRM business processes should be a vital part of your sales funnel!

How many times have your sales team left leads in the same stage for several weeks simply because everyone forgot about them?

Set up a business process which will set tasks and send reminders to the entity responsible persons!  This way, you ensure a smooth workflow for closing deals.

The average B2B company spends 2-5% of their annual revenue on advertising, while B2C companies spend 5-10%. To bring that into perspective, if the yearly revenue of your company is 10 million dollars, you spend between 200 thousand to 1 million dollars on advertising - creating a website, running adverts on search engines, on social media and offline (billboards, flyers, posters).

When considered as a whole, these advertising efforts may “seem” to bring good results in the form of “leads”. 

We say “seem” because if you don’t have data to help you understand which advertising channels are effective and which are not, then, chances are that a huge chunk of your advertising and marketing budget is being wasted. In a recent survey by Rakuten Marketing, marketers admit to wasting 26% of their marketing budget on ineffective ads

With Bitrix24 Sales intelligence, you can track the effectiveness of all your advertising channels and sales managers, to maximize your advertising ROI.

This article is a guide on how to configure Bitrix24 Sales Intelligence by yourself.

EVRAZ is one of the largest vertically integrated steel companies in the world. The company actively uses external contractors to solve project and everyday tasks.

Once a contractor has been selected, they need to begin work. Incorporation into the project is an important and complex process. The key stage of incorporation is the approval of documentation for organization and implementation of work.

Previously, document approvals were carried out during private meetings between contractors and project coordinators. This approach led to delays in timelines, and the danger of postponing projects. It was an imperfect process

Our task was to develop a tool that would allow contractors who are registered on EVRAZ's website to initiate and organize approval of documents in EVRAZ's Bitrix24 quickly and conveniently without having access to the portal.

We helped EVRAZ move from personal document approval meetings to online document approvals. When a document is finally agreed upon, digital signatures are placed to make the contract legally binding.

What are the features and objectives of CRM tools? Its most basic definition is any technology in the form of a system or an app that aims to manage all your relationships and interactions with clients and potential customers. 

Today, over 87% of businesses use a cloud-based CRM. That’s because it enhances business relationships and operations by giving organizations a more streamlined way to interact with their leads and customers. A CRM system enables companies to engage their customers, simplify processes, and increase income generation. 

Having people in companies is not only very important, but also very expensive. Literally.

And we’re not even referring to wages and salaries. An organisation with a staff of 1-3 thousand people spends huge resources on recruiting, preparing, training, team building and organising the work of new employees.

According to data received from our clients, 1 office employee requires at least 30 hours of recruiters time to hire, and at least 50 hours of training to be effectively incorporated into work processes. This is the time of the HR department, managers, colleagues and the employee himself.

The constant complexities of personnel processes requires the HR department to be enhanced, but the full scope of HR work does not always seem clear to management. 

It becomes imperative to automate to make HR processes efficient.