Bitrix24 Solutions

There are businesses that provide technical or engineering field services to their clients where a technician often provides the service on the client’s site. This often involves using test or maintenance equipment to inspect or maintain the client’s plant or machinery, as well as possibly providing spares or consumables necessary to complete the job. Typically the business invoices the client for the time allocated to the job, for the spares or consumables used during the job and for other expenses.

It is imperative that an accurate and up-to-date spares or consumables list is maintained, which includes all of the items and variants that may be required for the client jobs, and which includes the most recent purchasing and selling prices for the items. This will ensure that the technicians can successfully complete the jobs and that items are correctly charged to the client’s account. It is also critical that a system is in place for the technicians to record the time allocated to the client job. The hours allocated to the job need to be accurately allocated to the job, signed off by the client once the job is completed and then accurately invoiced to the client. The system should also allow for recording other expenses incurred on the client job which are charged to the client’s account.

Bitrix24 provides features for all of these requirements. Bitrix24 Tasks can be used to plan and track the time for the client job. Spares and consumable items can be imported as Bitrix24 Products, which can be linked to the client jobs and the Bitrix24 Invoices that are generated. Every client job can be processed through customisable stages in the sale pipeline (e.g. In-Progress, Sign-Off, Invoicing) as a Bitrix24 Deal. Bitrix24’s Contacts and Companies will not only store all the client contact details, but also link to all jobs and communication associated with that client. The Bitrix24 collaboration and communication tools, such as Chats & Calls (audio/video), Webmail, personal and shared Calendars and file sharing on the Bitrix24.Drive will keep all staff ‘in-sync’ whether they are in the office, working remotely or on the client’s site. For the field staff, the Bitrix24 Mobile Apps ensure they are connected even when away from a computer.

So whether the engineering services business is small or large, Bitrix24 will provide the right tools to deliver the best customer service.

In the information age today, data privacy and security is not only critically important to any business’s success and survival, it is also a legal requirement in many countries that data is protected. To ensure data privacy and security, access to data must be managed and controlled. Systems must be able to limit data access to specific groups of people based on the need to access and use the data. Also, when data is accessed, the system must be able to trace which data was accessed and track the dates and times it was modified.

This is crucial when handling customer information in a CRM (Customer Relationship Management) system. The system’s access permissions should be configured such that only selected employees can read, create, update and/or delete any customer related records. In the Bitrix24 CRM, access permissions can be configured for any group of users for unique access levels (read, create, update or delete) and which can be applied to customer or company contact information, leads or deals in any sales & marketing pipelines and to CRM documentation such as quotes, orders and invoices.

Access to marketing and advertising campaigns, as well as the targeted market segments, is also information that must be controlled through access permissions. It could be disastrous if marketing campaigns “fell into the wrong hands” and even worse if competitors could pre-empt the market activity because it was leaked through unauthorised means. Access permissions can be configured for Bitrix24’s CRM Marketing Campaigns, Ads, Segments and Templates for any group of users and for any sales & marketing pipeline.

Besides the information directly related to customers and marketing efforts, there is also a lot of other information shared internally in a business that is linked to the customer and marketing information. This information is stored in calendars (e.g. customer meetings; sales & marketing planning meetings), in shared files & folders (e.g. product & market analysis; marketing collaterals), in sent & received emails, and in task lists & project plans. It goes without saying that adequate access permissions must be configured in these areas as well. Bitrix24 not only includes all of these system features which are integrated with its CRM & CRM Marketing, but also provides access permissions for all of these features.

Look no further than Bitrix24 to provide powerful access control and permission management to give you peace of mind.

To ensure that consulting assignments with clients are successful, every business consulting company must closely manage various aspects of the assignment. Some of the key aspects include:

• Storing and sharing up to date documents with all consultants involved in the assignment, as well as with the client
• Proving visibility to the internal and client team members of the dates and times for all planned activities and meetings
• Plan and track the progress of all projects and tasks, and communicate progress updates to the relevant stakeholders
• Generate consultant time-sheets and materials usage reports for billing purposes

It is essential that documents are stored in a central location, which is accessible by all the consultants assigned to working with the client, as well as by the relevant client staff. Document repositories which are available via a cloud service are the most convenient as they are accessible by both internal and client staff, and these services usually offer customisable access permissions to ensure the appropriate levels of document control and confidentiality are in place. The Bitrix24.Drive provides a cloud storage space where access rights can be set at a drive, folder or file level for internal and extranet users, as well as the ability to integrate with external services like Google Drive and One Drive.

It stands to reason that meetings with clients need to be scheduled and confirmed. Also, it is important that key meetings are visible to not only all of the consultants engaging with a particular client, but also with the client’s representatives who are attending the meeting. By booking these meetings on one central platform ensures that any changes to scheduled meetings and/or venues are available immediately to ALL attendees. It is also important that meeting details like the list of attendees, location of the meeting venue and the meeting duration are saved for record keeping and billing purposes. The cloud-based Bitrix24 personal, group and company calendars are available centrally to internal and extranet users alike. The calendars are integrated to the platform’s CRM and Project/Task management features ensuring key events are linked to clients and all related meeting tasks are tracked respectively.

The majority of consulting engagements are conducted on a project basis, where defined tasks must be completed by agreed due dates and where agreed deliverables must be achieved by certain milestones. It is necessary to regularly monitor the percentage completion of the projects or tasks against the agreed plan and communicate the progress to all of the key stakeholders. The Bitrix24 Tasks can be linked projects or parent tasks, assigned to people as the responsible, participating or observing party, linked to specific clients in the CRM, and have the actual time take to complete versus the planned time to complete recorded.

Processing the time and materials used for consulting assignments needs to done using accurate and up to date information, so that client invoices are raised timeously and without errors. It is best to capture the consulting time and resources allocated to each client in a central ‘system’, which provides some automation to aggregate the time and costs by each consultant or each client contract. It is also critical that the actual time and resources allocated to a client’s account are reconciled against the originally quoted and planned time and resources. Bitrix24 has the capability collate the consultants’ billable consulting hours from work time reports and the products sold as materials during the engagement, and raise client invoices which are linked to the original quote.

Regardless of the size of the consulting company or the industry that it services, consulting businesses will be in the best position to deliver on their customer service and contract profit objectives with Bitrix24.

More and more of the work force today is becoming more mobile and working remotely. This has largely been enabled with the advances in and accessibility to technology. Many employees can work effectively outside of the traditional office, making use of client locations, coffee shops, co-working spaces and even their homes. Many companies promote this approach, with employers investing in the right tools and empowering their staff with the right training and development.

For some companies, developing a workforce that is capable of working remotely is an intentional choice, because they believe the advantages outweigh the disadvantages. However, there are often circumstances which force other companies to permit staff to work remotely, rather than this being as a result on an intentional choice. Extreme personal circumstances like an extended or chronic illness of a close family member, mixed with the employee’s ‘irreplaceable’ value to the company, force the company into permitting the employee to work remotely. Alternatively, unexpected or uncontrollable circumstances like natural disasters disrupt the physical workplace, forcing employees out the door to work remotely.

It is better for companies to embrace a culture of a remote workforce and prepare themselves to have staff operating remotely rather than being forced into this way of operating due to uncontrollable or unforeseen circumstances. Bitrix24 Cloud is the perfect tool for companies to create the digital workplace for staff to communicate and collaborate with each other, plan and track projects, deliver the desired customer service right from the first lead to the final invoice. Bitrix24’s CRM Marketing, Contact Centre and integrated Telephony ensure companies stay connected with their customers via multiple communication channels.

Bitrix24 is used in numerous industries including manufacturing, financial services, retail, travel & hospitality, information technology, logistics and non-profit organisations. The ability to simply and quickly implement Bitrix24’s extensive features makes this platform an obvious choice for many applications. For those applications which require more specialised solutions, Bitrix24 can be customised to deliver the ideal solution for almost any industry.

This couldn’t more true for the property industry, whether it is for residential or commercial properties that are bought & sold or rented. Bitrix24 is ideal as a communication and collaboration platform for any size real estate agency. Shared calendars ensure all agents are up to date where show houses are concerned, while client emails sent from the webmail are recorded on the client’s timeline. Key documents can be publicly or privately stored online and linked to the specific deal. Bitrix24’s project and task management is also perfect for managing processes, ensuring each process step is tracked and assigned to the responsible person. The CRM module assists with managing client contact details and relationships, as well as managing marketing campaigns and providing SMS updates to clients.

The Bitrix24 Cloud plans cater for any size real estate agency and the extensive global Partner network ensures it can be quickly and effectively implemented. Over and above the available Partner assistance, the extensive online support and resources ensure using Bitrix24 is successful and sustainable.