Bitrix24 Solutions

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!

The number of software platforms available to businesses today is huge. Typically, businesses will use multiple platforms, either cloud based or via self-hosted options. Although businesses, and software and platform providers, aspire to consolidate all the functionality needed by a business into one space, it is usually not possible, practical, or economical.

In some cases, businesses have specific needs and therefore deploy functionally specific software platforms, which leads to a situation where there are multiple platforms. In other cases, businesses use all-in-one software but for those practical or economic reasons do not deploy all the software’s modules. And, more obviously, some platforms like social media remain outside of the business’s control but are an integral part of the business’s processes.

Whatever the reason a business ends up with multiple software platforms, the same question remains. How are the business’s operations and processes managed across the different platforms and how are the platforms kept synchronised? The answer: integrations!

Bitrix24, which is an all-in-one workspace, does provide business with the option to integrate with other platforms to consolidate information from various channels into one place. Bitrix24’s “native” integrations connect it to the business’s social media profiles, website’s forms and chat widgets, company mailboxes, and calendars. These integrations are built into Bitrix24 and are easy to connect, by simply going through a login process.

The Bitrix24 Market App’s expand the possible integrations with hundreds of app’s, developed by Bitrix24 and by third-party providers. These app’s are specifically developed to work with Bitrix24 and connect it to various other platforms, with a few easy installation steps, and in some cases, opening a subscription account with the respective third-party.

The last, and probably the most flexible and customisable, option is to use Bitrix24’s REST API. This option requires more skill and experience but allows for the most specific solutions. Bespoke API integrations can be set up using various methods, from developing applications in the coding language of choice to using low/no code integration services.

Do you need to integrate your Bitrix24 with other platforms and need to decide which integration option is available and best for your requirements? Optima provides expert guidance on integration options and assists client with those integration implementations.

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.