Bitrix24 Solutions

Like any other business, legal firms need to keep client records up to date and accurate, and available for all client facing staff, whether they are working in the office, at home or at client offices. Bitrix24 is a cloud platform that can be accessed in and out of the office, using a computer or mobile devices. Any updates made by office-based administrative staff will be immediately available to attorneys while meeting at client offices. Also, with customisable CRM fields, any information that is specific to legal firms and the various fields of law can be included in the CRM database. Keeping accurate records can even extend to telephone calls with Bitrix24’s Telephony. All Telephony calls can be recorded and transcribed to text for later reference. Lastly, in the digital era, email communication has become the norm. It is particularly important that legal firms can not only send emails using Bitrix24’s Webmail, but that all email communications are stored in the respective client contact card and can be referenced later.

Most legal firms develop a library of document templates, such as contracts, agreements, memorandums of understanding, powers of attorney, etc, which needs to be populated with client specific information. These document templates can be configured and uploaded as CRM Document Templates, which are then quickly generated within Bitrix24 by populating the client relevant information from the CRM.

Every legal firm always needs to make sure that they “dot the i’s and cross the t’s”. This can be onerous in bigger law firms which employ many people, with dedicated departments which are responsible for specific functions. Bitrix24’s Tasks & Projects ensures that assigned tasks are tracked and visible to all those concerned with a particular law suit, property sale or commercial transaction. It is even possible track the time taken to complete Tasks so billable hours can be calculated for clients. The tracking of overall staff working hours for remuneration purposes is made possible with Bitrix24’s Time and Reports, with worktime report approvals being routed according to the Company Structure. Any internal staff requests, for example leave requests, are also routed using the Company Structure and Bitrix24’s preconfigured Workflows.

There are several other Bitrix24 features which lend themselves to legal firms, like editing & storing online documents, private & company calendars, video conferencing, quoting & invoicing, email marketing and business process automation. To find out more, request a free demo now.

Financial service providers (FSP’s) need a suite of software tools to provide products and services to their clients, as well as to manage their internal business processes and to satisfy industry regulations.

Bitrix24 provides a broad spectrum of customisable features which cover customer relationship management, internal and external communications, task management, online document storage, workflow management and much more.

With Bitrix24’s CRM, all client contact details are stored in one place with specific documents like application forms, contracts or financial service agreements. Uploaded files can be stored with the client Contact, the particular Lead or Deal, or on the Bitrix24.Drive.

The CRM Pipelines can be uniquely configured to the FSP’s internal processes. Also, custom fields can be configured to capture any information that is specific to the financial sector, the client, or the product or service provided. Specific information is easily collected using CRM Forms, which can be embedded in webpages and the submitted information is automatically updated in the CRM.

Keeping track of client communications is essential for FSP’s. The Contact Center provides a central place to manage all communication channels. It is possible to integrate Bitrix24’s Webmail with various email services, for example Gmail or Office365. All inbound and outbound client emails are linked to the respective Contact, Lead and Deal. Client communication via social media integrations (Facebook and Instagram) and messaging platform integrations (WhatsApp and Telegram) is also channelled back with the Contact Center.

To ensure that workflow is effectively managed with clear responsibilities and traceability for audit purposes, internal or client-related Tasks can be tracked against plan through to completion. Bitrix24 Tasks are also fully integrated with the CRM to ensure client related deadlines are achieved.

There are many other Bitrix24 features which are ideal for FSP’s, like Telephony, Marketing, Business Process Automation, HD Video Conferencing, integrated Calendars and much more.

Students are not always seen as the typical customer and educational organisations are not always seen as the typical company. However more and more educational organisations are focussing on providing higher quality and more cost-effective services, adopting a more customer-centric approach and are learning to become more agile and efficient. The substantial workload and degree of complexity that educators face can no longer be managed using outdated resources and methods, and many educational organisations are turning to information technology for solutions. More and more organisations are turning to CRM systems to manage the relationship with students and the account holders, right from the time of the first inquiry through to graduation. The typical CRM approach of managing of leads and deals through a pipeline can easily be used to manage the engagement with prospective students (as leads) and to process student applications through the registration process (as deals). The use of task & project management tools is also finding a home inside educational organisations. These tools are useful to manage: • faculty, departmental or course projects, • annual events like registrations & enrolments or graduation ceremonies, or • individual and team tasks. Like any organisation, it is essential for educational organisations to have communication and collaboration platforms for all employees, and ensure there are open channels of communication to maintain student contact. Many organisations choose to have one platform for communication and collaboration tools which includes direct messaging, audio & video calling, video conferencing, document sharing & storage, and event & meeting planning. To improve efficiency, educational organisations will also need process automation tools. Process automation tools can: • increase the speed of processing student applications and registrations, • reduce errors by eliminating manual data capture at each step in the process, and • free up administrative staff from repetitive tasks to handling queries and exceptions. Some educational organisations are turning to Bitrix24 as the one platform to satisfy their needs. Bitrix24 offers a CRM, CRM Marketing, Task & Project Management and Business Process Automation, as well as communication and collaboration tools like Webmail, Calendars, Drive Storage, Document Sharing, Audio and Video Calls, HD Video Conferencing and Open Channels for incoming communications via messaging, websites and social media platforms.

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.

Unless your business is a ‘one-man-band’, your business will have to manage employees. A key part of managing employees is providing open channels of communication from the employees to the business, as well as from the business to the employees. Regular team meetings, company newsletters, one-on-one engagements and employee surveys are invaluable tools to keep communication flowing. Additionally, it is essential that formal processes are available to receive requests from employees, as well as to request information from employees for company records.

Providing a system whereby employees can submit specific requests, such as leave requests, expense claims, business travel bookings, purchase order requests or personnel record updates, in an accurate and efficient way is critical. Employees should be able to submit these requests whenever needed and with minimal effort, with the assurance that the request will be routed correctly for approval and processing.

Likewise the company needs systems in place which provide an efficient way to send out individualised requests to all employees, and whereby the employees’ replies can be collected and aggregated without too much or any manual intervention by HR staff. Employee surveys and polls can provide key insights for management and HR departments, especially if the data is collated quickly and meaningful results are available on which to take action.

Employee Polls can be quickly and easily setup in Bitrix24 whenever feedback is needed on a particular topic. Polls allow for multiple questions and multiple responses to each question, can be sent to everyone or a defined group of employees and can be set as anonymous or public polls.

Every Bitrix24 account comes with pre-configured Workflows to process requests from employees, including Leave Approval, Business Trips, General Requests, Purchase Requests and Expense Reports. It is also possible to create customised Bitrix24 Workflows for any other type of employee requests. Workflow requests provide an easy way for employees to submit the request, which are then routed to the approving supervisor and then to whoever will process the request. With the extensive list of actions, Workflows can be configured to send Emails or Notifications, set Meetings or Tasks, and create or edit CRM items.

If you need to improve employee communication, Bitrix24 is the perfect tool.