Bitrix24’s Customer Relationship Management (CRM) is one of the versatile CRM platforms available, where the ready-to-use, pre-configured CRM can be customised to suit any business and any type of product or service offering the business offers to its customer. However, many businesses have certain processes and workflows that are not the typical sales and marketing type processes, where these processes have touch points with the typical sales and marketing processes, and/or other internal processes. That’s where Bitrix24’s Smart Process Automations (SPA’s) come in.
Bitrix24’s SPA’s are built on the feature-rich CRM functionality but can be configured to suit any requirement exactly. SPA’s can be setup with no, one or more pipelines, any number of stages for process steps, utilise default Bitrix24 fields and user-defined custom fields, configure custom form layouts, have dedicated access permissions, fully automated workflows, and much more. Each SPA can be fully integrated with the other Bitrix24 modules and features, for example the CRM, Tasks and Projects, Calendars, Document Templates, online CRM Forms and BI Builder.
Some examples of non-typical sales and marketing processes that SPA’s can manage perfectly could be:
- Managing the receiving, reviewing and short-listing of incoming job applications to a recruitment agency.
- Creating and managing job cards for field technicians going to customer sites.
- Onboarding and inducting new employees into the business.
- Logging and processing internal service requests for IT support, financial approval for capital expenditure, or HR related requests like training, expense reimbursements or staff event planning.
An actual SPA implementation that Optima did for a client was to setup a process to manage customer surveys, which the client did twice a year as a general survey and after each completed customer project as a post-project survey. Online survey forms were setup for the bi-annual and post project surveys for the two different business units at the client. Twice a year the link to the general survey online form was sent to customers via Bitrix24’s Marketing, and after the completion of each customer project, an automated email with the post project survey form link was sent to the customer. The completed survey forms would bring the results in Bitrix24, where automations would prompt internal staff to take any necessary actions, and the incoming data would be aggregated with other survey submissions in a BI Builder dashboard.
Does your business have specific or unusual processes that need to be managed, controlled, and integrated into other business processes? Then get started with Bitrix24 SPA’s right away!
