Bitrix24 Solutions

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.