Stepan Ovchinnikov

Stephanie Fubara

The Ultimate Guide to Bitrix24 implementation


Bitrix24 is undoubtedly one of the most powerful CRM systems on the market - It has vast capabilities, is highly customizable and flexible. And what’s more, Bitrix24 even offers a free cloud version for Unlimited users! This is a deal no other CRM offers.

However, one of the most common issues users complain about is its usability. The most popularly listed downsides on Bitrix24 include

  1. Complex navigation and interface

  2. Lack of support

  3. No training for staff

  4. Lack of reports for employee performance

  5. Too many functions which cannot be switched off
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.



In this module, we go through the first steps

  1. Registering a cloud portal of Bitrix24

  2. Inviting employees

  3. Creating the organizational structure i.e departments.


1. Registering a cloud portal


Step 1: Go to https://auth2.bitrix24.net/create/

There are currently 2 methods for creating an account

  1. connecting Social media accounts (Facebook, Twitter, zoom, etc)

  2. Register with an email. 



We suggest using the 2nd method -  Registering your company Bitrix24 with the Company’s email, as this will be the “Owner” and “Super admin” of the Bitrix24 portal.
The rights of this Owner cannot be transferred to another person.


Step 2: Choose your main purpose of using Bitrix24

As this guide is meant for SMBs, we will select CRM (Sell more).
Our recommendation is to choose here what you will use your Bitrix24 for, as it will 

help the program choose Features that are most relevant to you.

After selection, Your Bitrix24 account is


Step 3: Change the name of your portal to your Brand name

After creation, you will be assigned a random address.
b24-8a77f2.bitrix24.ru




Changing this to your Company name makes the portal feel more like home to your employees and colleagues.

Step 4: General Settings
Click on “More” on the left Menu panel to show options, then scroll down, and click on “settings”

Here, you can set date/time formats, work hours, as well as more important settings like 

  1. Granting all users permissions to invite employees

  2. Making Two-factor authentication compulsory for all users


We also advise you to configure the menu

1. remove items you don’t need, so you have a less cluttered interface.

2. Drag hidden items that you need up above the hidden line




If there are items you need in the “Hidden” section, simply drag them above the hidden line, and they will be added to the visible menu items.


2. Inviting Employees to Bitrix24 portal




Click on “Invite” -> “+invite".  A side panel opens

Bulk invitation is the fastest invitation method.
Simply type in as many emails as you like, and separate them with commas.

Your colleagues will get invitation emails, all they need to do is follow the prompts to create login and passcodes for themselves

To use other invitation methods, please follow the link below

- https://helpdesk.bitrix24.com/open/12363538/


3. Creating departments in Bitrix24

The next step is to create departments, assign department heads, and members of those departments.

Step 1: add departments and sub-departments



1. Go to the Top right corner -> Structure

2. Click on the “+” to add departments.

3. To add sub-departments, hover on the created department, the “+” will appear.

 

Step 2: Assign department head and members

  1. Supervisor - Drag and drop employee in the “top” part of the department box

  2. Department member  - Drag and drop employee in the “bottom” part of the department box 


Repeat this procedure for all employees.

In a situation where there are too many employees, click on the pen icon in the department->select from structure -> search
Type in the employee names or email, and click on save.



With that, your company structure is set.


Chats

Bitrix24 helps increase the speed and transparency of ONGOING operations. With Bitrix24 implementation, all ideas, deliberations, feedback, dissatisfaction of colleagues can now be communicated through the portal with chats. This is GOOD.
If you have records of all negative feedback, it’ll be easier to track your progress in resolving them.


Tasks

Next, Organize all company projects - Do this by creating workgroups.
On the left menu bar, click on “Workgroups” -> + Create -> Choose workgroup type. (Private, for example)




   After creating projects, tasks can then be created within the project, and the responsible persons and moderators assigned.

   For each task, there are tons of available settings for time planning. Configure them as you need.






You can also save Bitrix24 tasks as templates.
Here’s how -
On the left menu bar, click on “Tasks and Projects” -> More -> Templates.




On the page that opens, click on “+ ADD” on the top right-hand corner



In order to avoid going back to a state of Chaos, you need to create work guidelines in the portal and require that they be followed. Good rules are short, logical, and fair.

Right after launching Tasks, we advise introducing the practice of employees making regular work reports to their supervisors. Reports should contain a summary of facts, results, and important emotions.

The benefit of reports is not so much in the strict control of employees, but to help form the habit of remembering what has been done on a daily basis.
Some employees can in such a way be taught to analyze and draw conclusions.

A typical set of rules:

  • General rules for working in Bitrix24 (what issues shall be read and answered by everybody)

  • Assigning responsibility (what should be done and by whom)

  • How tasks are set and what to do, if you have been assigned a task

  • Daily report -  Structure, requirements. Rules of communication with the supervisor through the report.

If you "share" this article, we'll send you a package of work rules in Bitrix24.

The good news is that all employees can create reports for their work, so it’s easy for them to see their efficiency and track their progress.

To add a new report for tasks,

Click on left menu item “Tasks and Reports” ->More -> Reports -> “+ ADD REPORT”




Stage 1 - Workgroups

The Activity stream, tasks, and private chat groups are suitable for communication in 80% of cases. However, in the remaining 20% they are inconvenient.

Workgroups are required in two cases. 

  1.  To create work guidelines for a team working on a project. Team members are invited to the group, tasks are set, and the necessary documents are uploaded. This was covered in module 2

  2. To organize communication of the departments and systematize its workflows. Here, permission to create groups should be given only to project or department supervisors.


The process for creating a department workgroup is the same as that for a project. 

On the left menu bar, click on “Workgroups” -> + Create -> Choose workgroup type -> Private




Make sure to have the following settings
  1. Workgroup type - Uncheck the Project box  (No selection)

  2. users allowed to invite to the workgroup - group owner only or group owner and moderator 


Stage 2- CRM

CRM in the hands of an experienced supervisor is a great tool for improving client service. The trick is to start small.
In this guide, we’re setting up the CRM for a new company, so the first step would be to configure CRM settings 

From the left menu bar, select CRM->settings 



It will take a while, but please go through all the tabs, from "Start point" to "other". This will help you set up your CRM fully.

We’ll look at a few cases that are applicable to almost all companies.


1. Bitrix24 integration with mailbox.

  1. On the left menu bar, select “webmail”

  2. In the side pane that opens, choose a mail provider, then, click on “authentication”

  3. Bitrix24 will request for permissions, accept.
P.S This feature is not available on the FREE version

Bitrix24 supports sending emails using SMTP server. You need to specify the SMTP server address, port, login and password.




Next, You need to set what should happen when you receive an email - 

  1. What CRM entity should be created?

  2. Queue - what users should new emails be forwarded to?

  3. Who should have access to the mailbox?




If you have a private server, email Integration will require the services of a certified integrator.
You can leave a request in the form below if you would like us to help.


2. Bitrix24 Integration with Website 

We have studied 8 methods of integrating Bitrix24 with websites, and we describe each of them in full. We also explain what cases they are best for.

The simplest and quickest integration method is CRM form.


  1. In the top search bar, type in CRM  and select CRM forms -> add new form



  2. There’s a new form designer, so we select this to have more options

  3. From the “fields” menu item, you can choose what appears on the form





  4. By selecting page design, you can set a custom image, and colour that matches your brand identity.

  5. In the CRM entities tab, you can choose what CRM entity is created when the form is submitted.

    You can also set orders to be created automatically.






3. Creating pipelines


CRM -> deals-> Sales funnels and tunnels -> add funnel




Stage 3 - Automation

When should you use CRM Automation?
  1. For creating leads from emails and contact forms on the site,

  2. For creating deals and contacts from online store orders, and website pop-ups. 

  3. For calls

  4. For emailing customers about offers, new products, 

  5. for marketing campaigns, 

  6. The list goes on...

Having a CRM should save time for your company. There should be a drastic reduction in the number of hours you spend working with client data.

CRM is implemented in stages. As your company is developing and changing, your style of working in CRM will change too. This is where a skillful supervisor is needed - to keep a balance between flexibility and orderliness.

Specify the stages of a deal, and then, set automation rules for what should happen in each stage.
As an example, we created 2 funnels 

  1. Orders from website

  2. Remarketing

and connected the “deal won” stage of the first tunnel to the first stage of the second tunnel.

This way, we can set emails to be sent automatically regularly to our customers. 

Automation isn’t meant for CRM alone.

Our advice is to turn all tasks, document flow, HR processes into automated workflows. This is neither easy, nor cheap in some cases, it's not an end in itself, but it's strategically the right move for your company.

Here are 5 business processes that every company should automate


Any work sometimes feels like routine and is tedious. Even motivated employees could sometimes follow "the path of the least stress". Only very few have the self-discipline of doing things properly.

That means that even after completing the basic implementation you will have to devote some time explaining the rules of work and controlling the process.

How do you control work?

We recommend control by the "touch" approach. It means that you control work without getting deep into it, but only checking task readiness and asking a few questions.

Quick control tools
Bitrix24 has a number of convenient means of such "quick control". These include: 

    • a panel with work reports and time spent on tasks

    • Task lists 

    • CRM counters


Task lists


On the left menu bar, click on tasks  -> deadline.

This gives a full picture of the state of tasks at a glance





If you prefer a list view, click on list, then select the wheel icon just below list to select what details you’d like to see.










Time and Reports
Setting up reports requires a few steps

  • Setting up a work schedule
  • Access permissions - who should be able to see reports. Usually, employees should be able to see their own report, while supervisors and department heads should be able to see reports for everyone.


i. Setting up Bitrix24 work schedule


On the panel that opens, you can select from a fixed schedule or shifts, reporting period, what employees to apply this schedule to and the employees to be excluded from it. 

In our example, we set this schedule for the sales department.

We excluded part-time workers and interns in this department and created a separate work schedule for them.




To control the number of hours employees put in at work, scroll down to the “Working time control” section. 

Set the minimum number of work hours per day and who should be notified when employees haven’t put in this number of hours.

In our case, we set the department head.


Save the settings. 


ii. Access permissions for reports

Time and Reports - >Access permissions -> add access permission

Here, you can add who will have access to see reports of all employees.

Portal Administrators have access to all employee reports

2.  Automation rules

Use automation rules to remind employees what to do, and to send messages to supervisors when employees do not do what they are supposed to.

Bitrix24 already has some preset automation rules for when a deal is created.

Notifications to the responsible person and a control message to the supervisor when the employee doesn’t take action.




How to set automation rules 

Select CRM on the left menu bar -> deals tab -> sales funnels and tunnels -> [Scroll to the deal pipeline you want to configure rules for] -> click on “configure automation rules”





For our case, we’ll set automation to “remind” the employee to place a call to the client after a new deal is created, and set a control message to his supervisor after 3 days when he doesn’t place the call.

“+add” ->for employee -> schedule a call


On the card that opens, we set the parameters as in the screenshot below. 



We also set a control notification for the supervisor

“+ add” ->for employee -> control


Setting up your CRM with automation rules ensures that the supervisor has current information in the form of "everything's fine" and is only notified when something needs his attention. 




For questions about this article, or if you'd like us to carry out the implementation for you, 
Please fill the form below

  • 16.11.2021