Bitrix24 Blogs

Bitrix24 latest news and useful tips

  • Now the Activity Stream is the main tool for information exchange in the intranet, and we have made a number of changes that make it even more useful for daily communications.

    Changes in the Activity Stream:
    - polls
    - appreciation (acknowledgement badges)
    - smart follow mode

    Let’s look at these in detail:

    Read more...
    Tags: activity stream, badges, polls
  • We have broadened the scope of our popular cloud service in nearly every direction with its latest update. With greatly expanded mobile functionality, a desktop app, included cloud backup, and a revamped CRM, the new service update has improvements for all user types, but especially for small businesses.

    Mobile applications for both iOSand Android are ready for use in both Bitrix24 and in Bitrix Intranet, and now include file and task management. Another innovation that expands access to the intranet is a new Desktop App for Mac and Windows that serves as an internal IM manager now and will include file management in the near future.

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    Read more...
    Tags: android, apps, bitrix24, crm, desktop app, facebook, iphone, twitter, update
  • Assign Leads Automatically using a Business Process

    Stephen Ankenman 26 October 2012
    There is a powerful tool lying under the surface of Bitrix24. It is a workflow modeler which can operate in the framework of the CRM and document libraries (public and group libraries, not personal ones).
    Here, we are going to address an extremely important issue concerning customer relations – assigning a responsible sales associate. Clearly, if it is possible to do this automatically, that is optimal, since a sales lead from a website may come in at any time. This is an ideal operation for Bitrix24’s business processes.

    In the Template: Lead page, which can be found under CRM>Settings>Business Processes, new templates can be created and existing ones can be opened for editing or export.  
    Read more...
    Tags: crm, workflow, business processes, lead processing
  • Wikis for small business collaboration

    Stephen Ankenman 22 October 2012
    Wikis in Bitrix24 for small business.
    The wiki format for storing information has more than proved itself in the single most-used repository of human knowledge ever created, Wikipedia. In business, wikis function in two main ways:  as a knowledge base and as a collaboration area. Although wikis are no longer at the cutting edge of office software, they are still a very useful tool, as they bring high-level functionality without any technical knowledge needed.
    In Bitrix24, each workgroup has a wiki.  Thus, to create a knowledge base that is accessible to everyone, use the wiki in a public group. You can use the roles in groups if for any reason you want to provide only read access rights to certain users.
    A wiki used as a knowledge base is rather easy to imagine, as Wikipedia is a prime example. Note that images and timestamps can be added to any entry.
    Read more...
  • Introduction
    This article provides an example of a micro business moving up to the SMB league with minimal investments in software and equipment. It uncovers how a small biz venture can implement a successful and cost-effective business model using Bitrix24 online services.

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    Situation
    Let's say you run a floral shop that delivers wreaths, bouquets, and greetings cards to people and companies in your neighborhood. Your team includes 4 persons, plus, you have a number of people working outside your company:
    • one freelance designer ( greeting card design);
    • a dedicated print shop manager (delivers printed materials once a week);
    • a few couriers on bikes or vans (outsourced from a major courier company).

    Read more...
    Tags: bitrix24, howtos, intranet, smb. small business
  • The many functions of calendars in Bitrix24

    Ann Slyshkina 8 October 2012
    It might seem that a calendar is one thing that does not need much explaining or instructions – put in an event, save – done.

    Of course, it is like that, but aside from creating events, the calendar includes several other nice functions like synchronization with Outlook and Google calendars, coordination with the CRM and tasks, and favorite calendars.  

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    I’d like to share all the possibilities which Bitrix24 calendars present.

    Read more...
    Tags: CalDav, calendar, google calendar
  • Originally published on business2community.com  

    Social intranet is one of the hottest enterprise 2.0 trends right now, with Microsoft recently paying $1.2 billion in acquisition costs just to catch up. Yet, as with any ‘hot new thing’, there’s just as much hype about social intranet as there are real benefits to having a successfully implemented one. So how do you end up among the companies that increase productivity with social intranet, instead of spending your time and resources on something that will be used to store cookie recipes? Here are some pointers collected from people who develop and deploy social intranet solutions for a living.

    1.    Determine what you specifically want from your social intranet.
    60% of Bitrix24 users log in on weekends. That’s one of the benefits social intranet can provide. People will use corporate intranet during off hours, if it makes their work easier. It’s your job to cut through the marketing hype and determine – what exactly do you want to do with social intranet? Which social intranet provider can do that?

    2.    Make sure your social intranet has the tools you need.
    If you work in a law office, you probably need a strong document sharing option. If you work in sales, integrated CRM for your social intranet is a must. If you develop new products, you probably need project management module. Some older generation intranets don’t offer any business tools, so stay away from them. Find a social intranet that either has tools you need already built in or that supports easy integration of such tools.

    3.    Talk to your employees about their social network experience.
    Most social intranets look very similar to Facebook, LinkedIn or Twitter. The reason for that is that workers are already familiar with these networks, so they can start using social intranet right away. However, some people have lim ited social network experience, so you’ll have to teach them how to use an activity stream or how to send instant messages to a specific employee or group. The more ‘social’ your employees are, the easier it’ll be for them to use social options in your corporate portal.

    4.    Make sure your intranet is appropriate for your company size.
    Some social intranet makers make claims along the lines “Fortune 500 companies use our product”. Which is great IF you work for a Fortune 500 company. However, if you work for a small company, and a lot of us do, you probably won’t be happy with a solution that’s tailored for industry giants. Luckily, Bitrix24 targets small and midsize business, so you can find a solution that’s perfect for a company of your size.

    5.    Watch the costs.
    Social intranet costs are anywhere from zero to tens of thousands of dollars. The costs depend on whether you are going to use a cloud based solution (less expensive) or deploy it on your own servers (takes more time and costs more money, but is generally more secure). Another factor is the pricing policy of the intranet provider. Some developers charge per user, which quickly adds up if your company is large. Others offer unlim ited users but charge for space used (which is a lot more economical, unless your company works with hundreds of gigabytes of data).
  • Why Compare?
    Because it's always fun to compare other products with your own just to find out how good or bad you are at something. Also, it makes it easier for you guys to get a better understanding of what business tasks we can solve (and what we can't).

    What are social intranets and how they differ?
    The three products we're about to analyze are social intranet with main purpose to serve small and medium sized companies improve their internal and external communications. They offer a wide range of communication and collaboration tools that can be used by companies with different profiles and business needs.


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    Read more...
    Tags: bitrix24, compare, features, podio, table, yammer
  • Project Management software has become a standard business tool for companies in nearly every business sector. Bitrix24 has a number of project management features that can be extremely useful for small and medium-sized companies to manage their daily workflow.

    One of the tools present in Bitrix24 is Workgroups.  Workgroups, which can be thought of as project groups, allow you to monitor all active projects or easily find information about finished projects which had been archived. Each Workgroup can be created and made accessible for all Employees of your Company, for the Employees of a certain Department (or several Departments), for any set of individual Employees, etc.

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    You can also create and manage Projects with for people outside your company using the Extranet (a place with restricted access that you can make available to business partners, clients, suppliers, etc., without compromising the sensitive data which is stored in your Intranet)

    The actual process of using the Workgroups for Project Management can be divided into two major steps:
    (1) Setting up a Workgroup
    (2) Working inside the Workgroup


    Read more...
    Tags: calendars, files, project management, sharing, tasks, workgroups
  • The CRM in Bitix24

    Ann Slyshkina 19 July 2012
    The CRM (Customer Relationship Management) System in Bitrix24 handles interactions with clients and potential clients, and/or with partners, journalists, and other persons. Its objective is to provide a convenient and transparent tool which improves relationship quality and therefore the bottom line.

    How Does the CRM Work?

    CRM (Customer Relationship Management) is a class of software which provides structure and coherency in the management of business contacts and potential contacts. “Leads” obtained through any number of methods can be entered into the system, assigned to responsible employees, and developed into clients, customers, or partners with a full record of all interactions. The CRM organizes information about customers and the various interactions with them from the qualifying stage through closing of sales.

    The fundamental process which a CRM enables is the development of a potential client (a sales ‘lead’) into a paying customer.
     
    Read more...
    Tags: crm, send&save, tasks
  • Bitrix24 Mobile Version Preview

    Alex Reznor 17 July 2012
    Hi,

    I've got something really awesome for you guys today! Our business partner AIC, a creative agency, and Bitrix are finishing work on an App that allows you to use Bitrix24 and Bitrix Intranet in your iPhone or Android-based mobile device!

    Bitrix24 is still in 'beta', but we're planning to have it out of that phase by the time our mobile app is ready. And that's going to be very soon! This is very important for Bitrix24 because we strongly believe that in the nearest future most people's daily tasks will be accomplished through a mobile device.

    I manage my tasks and communicate with my colleagues from different departments and offices through Bitrix24 every day. But heaven knows how I need the mobile version of Bitrix24 to in touch with my colleagues, clients and business partner!

    But do consider this: Bitrix24 is truly addictive! One of my colleagues told me that his spouse was very upset with him because 'he never leaves his laptop with Bitrix24'. I can imagine him getting a divorce notice shortly after the mobile version of Bitrix24 is released 8) She's no competition for Bitrix24 whatsoever

    Ok, here is the plan. After our free App goes live, you'll need to find it in the App Store or in the Android Market and install it on your mobile device. I've prepared several screenshots and photoshop'ed them with an iPhone 4s case so that you have a better understanding of what we're working on.

    First of all, you need to get authorized. You can use this free app to get connected to your Bitrix24 or to your on-premise Bitrix Intranet (www.bitrixsoft.com/intranet/).

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    There you go! The main page of your intranet appears on the screen. Now you can read the latest news in your personal Activity Stream.  Using your mobile device, you can post comments, like posts, and add to favorites. Just a single click - and you open the main menu to start the navigation on your mobile intranet.  


    Read more...
    Tags: bitrix24, mobile version, iphone, android, ios, app, free app, contacts, wifi
  • Access rights in CRM

    Ann Slyshkina 12 July 2012
    General information

    Access rights in the CRM are based on roles. That is, roles can be created and the access levels for those roles can be assigned, and then users can be assigned certain roles.  Importantly, roles can be assigned to individual users, entire user groups, project groups, or to departments in the company structure.  



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  • Ways to share files in Bitrix24

    Ann Slyshkina 3 July 2012
    There are a few methods for sharing files in Bitrix24:

    Read more...
  • Workgroups. Extranet.

    Ann Slyshkina 19 June 2012
    Extranet is a web zone inside your Bitrix24 instance created so that company employees can productively collaborate with authorized users from third parties such as clients, suppliers, or partners.

    The extranet is based on the workgroups. External users are invited to a workgroup, communicate with the workgroup members and are allowed access only to that workgroup and their own profile.

    For example, web studios can create a separate workgroup that is available in the extranet for each project, invite clients there, discuss the project, store related documents and media files, manage tasks, schedule events, and so on.

    Each Extranet workgroup is divided among employees and outside users. The activity stream in the group’s main page shows the workgroup’s events. Employees who are members of the Extranet group will see its activity in the main Activity Stream, noted as coming from the Extranet. Extranet users will see the activities of the workgroup(s) in which they are members. IM messages can be sent to and from Extranet users, but only by employees who are members of the given Extranet group. Furthermore, tasks from the extranet group are listed and marked clearly in each employee’s personal task section.

    Read more...
  • The workgroup is a virtual community of users created for discussing and solving of defined issues, goals and tasks.

    By uniting users into workgroups for collaboration and projects, all the communications and data related to a given project or team is organized in a single place. All tasks inside the group can be viewed in relation to each other and access to information can be shared to users outside the group if needed.

    Groups have individual permission settings and roles such as moderators, owners, and members. New members are added via invitation.

    Read more...
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