Bitrix24 Solutions – Collecting and Processing Client Information

A very common way to collect client information today is electronically, especially via websites and social media platforms. This is often done when clients, or prospective clients, provide information in the following instances:

• Survey participation
• Response to promotional offers
• Completing application/on-boarding forms
• Product/service offering inquiries
• Submitting support requests
• Scheduling calls or meetings

Unfortunately for many businesses today, the methods used to collect and process the client information are not always effective or efficient. Also in many cases the value of the collected information is not fully realised because:

• information is not consolidated from across the various channels , and;
• processing and using the information is not automated.

Bitrix24 CRM Forms provide an ideal way to collect client information. It is also easy to configure automation rules in Bitrix24 to process the collected information. Information collected using Bitrix24 CRM Forms is consolidated into the CRM and stored as:

• details relating to individual people;
• information associated with organisations;
• potential leads, and;
• confirmed deals

Once Bitrix24’s business process automation is configured, the incoming information can be processed according to the business’s sales & marketing processes and therefore eliminate manual admin work by staff. Bitrix24 CRM Forms can be used in the following ways to collect client information:

• by including clickable links in emails, which direct the client to the online form;
• by embedding the form into an existing web pages;
• by connecting the form to a website ‘widget’, so when a client clicks on the widget icon in a browser, the form pops up for completion, and;
• by integrating the form into Facebook Ad Campaigns, which will then feed the generated Facebook leads to Bitrix24.

Finally there are also various features which can customise the form’s ‘look-and-feel’ and ‘behaviour’, including field display rules, customer recognition, form formatting & styling, form submission messages/redirects and privacy policy acceptance.