Anatoly Erofeev

Anatoly Erofeev
Automatic leads distribution in Bitrix24 CRM

Automatic leads distribution in Bitrix24 CRM

If a company has two or more employees responsible for leads at CRM Bitrix24 there arises a question of distributing leads among the employees. At present CRM Bitrix24 has no such function and every time the responsible person is assigned by the manager. How to automate the process? INTERVOLGARU offers several simple decisions to  solve the problem.

At first you should define the order for the leads distributing. We identified several most common decisions.




Intervolga

Stepan Ovchinnikov

Aleksandr Davydov

Aleksandr Davydov
Contract approving in company. Document automation

Contract approving in company. Document automation

The business produces a lot of documents: mails, contracts, acts, bills, invoices, reconciliation acts, etc. This paper work is enjoyable for young businessmen , because it gives the feeling of company’s growth.

If a  company has more than 10 employees, then the number of people  who are responsible for approving of and signing documents grows. The new positions appears: project managers, sellers, lawyers and bookkeepers. All of them participate in the workflow. Clients and vendors also edit the documents and wait for a quick response.

You just can’t waste your time running around, looking for versions of documents, sending mails with the edited contracts. And the person in charge will never know where the exact document or person is.

Paper work and sending e-mails is time-wasting and can spread chaos.

The solution we would recommend is Document Automation Systems (DAS).



Intervolga

Ekaterina Bogachenkova

Ekaterina Bogachenkova
How Bitrix24 fits a fitness network

How Bitrix24 fits a fitness network

It happens that business growth generates problems. It becomes difficult to follow  every current process, deal and request. It is almost impossible to analyze the database of contacts by hand.

Employees control is complicated due to the lack of bounds between the client base and documents. Sometimes there is no actual client base.

Our clients often come to INTERVOLGARU with similar problems.



Intervolga

Anton Kolodnitskiy

Anton Kolodnitskiy
Bitrix24 implementation for Sales Department

Bitrix24 implementation for Sales Department

The article is written for heads of sales departments. The information is useful for IT directors who are looking for features to boost sales .
Heads of sales departments pick up sales information, seek for sales growth and sales team efficiency.
We will tell you how to customize Bitrix24 for the objectives.

Intervolga

Anatoly Erofeev

Elena Fedianova

Elena Fedianova
Incoming SMS within Bitrix24

Incoming SMS within Bitrix24

There is an Australian coach. He uses free cloud version Bitrix24 for managing trainings. Bitrix24 sent info SMS to clients using Twilio (https://www.twilio.com/) as the SMS provider.  Currently there is an SMS integration between Twilio and Bitrix24. The problem is that Bitrix24 not receive the messages from Twilio or no two way SMS communication. Incoming SMS was available at Twilio Personal Account only.




Intervolga

Anton Kolodnitskiy

Anton Kolodnitskiy
Case of Bitrix24 integration for Prestalatino company

Case of Bitrix24 integration for Prestalatino company

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.





Intervolga

Mikhail Filippov

Mikhail Filippov
Synchronizing Bitrix24 with Active Directory. Problems and solutions

Synchronizing Bitrix24 with Active Directory. Problems and solutions

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.



Intervolga

Stepan Ovchinnikov

Stepan Ovchinnikov
CRM Bitrix24 in 2018

CRM Bitrix24 in 2018

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? 



Intervolga

Mikhail Filippov

Mikhail Filippov
Bitrix24 migration: Cloud-to-self-hosted

Bitrix24 migration: Cloud-to-self-hosted

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.




Intervolga

Mikhail Filippov

Mikhail Filippov
Embedding Bitrix24 into a website using a widget and a CRM form

Embedding Bitrix24 into a website using a widget and a CRM form

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.

Let’s start.

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.


Intervolga

Anton Kolodnitskiy

Anton Kolodnitskiy
Bitrix24 new CRM card. What has become better and what should better be reinstated

Bitrix24 new CRM card. What has become better and what should better be reinstated

On the 10th of October 1C Bitrix released a lot of new updates in the cloud version of Bitrix24. Traditionally, such massive changes influences the name of the product. Therefore, we would like to welcome you to “Bitrix24 Tokyo”. My colleagues and i decided to reveal the most interesting updates in the series of articles.

Intervolga

Mikhail Filippov

Anton Kolodnitskiy

Anton Kolodnitskiy
Bitrix24, BPM'online, amoCRM and SugarCRM comparison

Bitrix24, BPM'online, amoCRM and SugarCRM comparison

In INTERVOLGA I am occupied with Bitrix24 implementation and customization and often asked about other CRM systems. The questions are very different: someone wants to move from amoCRM and asks if we can transfer existing data to Bitrix24 and how much it will cost, someone examines different CRM systems to choose from before implementation and asks questions about their differences, another one has faced some strong technical limitations customizing an existing system and wants to be sure it won’t happen again if they decide to move to Bitrix24 etc. It is difficult for me to give a fair answer since we work only with Bitrix24. In order to close this knowledge gap I’ve decided to “touch” most popular of them and compare them with Bitrix24.


Intervolga

Stepan Ovchinnikov

Stepan Ovchinnikov
Implementation of self-hosted Bitrix24. Cost of 50 typical tasks

Implementation of self-hosted Bitrix24. Cost of 50 typical tasks

How many customers use the self-hosted Bitrix24?

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.




Intervolga

Aleksandr Davydov

Aleksandr Davydov
E-mail tracking in Bitrix24: Your CRM takes your letters automatically

E-mail tracking in Bitrix24: Your CRM takes your letters automatically

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.



Intervolga

Alex Shkarupa

Dmitry Matyushechkin

Stepan Ovchinnikov

Stepan Ovchinnikov
Manifesto of Bitrix24 implementation

Manifesto of Bitrix24 implementation

How should Bitrix24 be implemented? Is it possible to be prepared for this task? The implementation of a new system is always an answer to a specific problem. And the company managers and especially employees can rarely imagine a way to success. We have analysed a big amount of implementation projects and have prepared some recommendations regarding the technology of the successful implementation. 

Intervolga

Stepan Ovchinnikov

Stepan Ovchinnikov
Creation of the world in the company by implementing Bitrix24

Creation of the world in the company by implementing Bitrix24

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.



Intervolga

Aleksandr Davydov

Aleksandr Davydov
Privilege tuning for regional departments in Bitrix24 CRM

Privilege tuning for regional departments in Bitrix24 CRM

We have heard many times from our customers the following question: how to tune a cloud version of Bitrix24 for correct work with several regional representative offices in the same portal. Company Management wants to rule and collect accounts in one place, but be sure that access rights and scopes between regions are strictly determined. Such organizational schemes suit for any net structures or franchise companies. See details in the article.

Intervolga

Stepan Ovchinnikov

Mikhail Filippov

Aleksandr Davydov

Aleksandr Davydov
Project case: Bitrix24 is now used at the manufacturing enterprise

Project case: Bitrix24 is now used at the manufacturing enterprise

NDA and features of the case

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.



Intervolga