Bitrix24 Blogs

Bitrix24 latest news and useful tips

  • The Best Gantt Chart Practices in Project Management

    Yuliya Skorobogatova 27 February 2017
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    A Gantt chart is one of the most popular tools used in project management for showcasing various activities and clear objectives displayed against the planned time for their completion, as well as the exact time of their actual duration. Unlike other methods, the Gantt chart uses a visual approach to clearly show upcoming tasks, as well as the time allocated for their development, and the next planned step.

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  • Social CRM is dead. Long live SocialCRM 2.0

    Dmitry Davydov 22 February 2017
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    Have you heard about social CRM lately? Probably not. The reason for that is simple — old social CRM model is dead, especially since the famed ‘LinkedOut’ event. For those not in the know, a bunch of early social CRM systems specialized in harvesting LinkedIn data. LinkedIn decided that this information is far too valuable, that LinkedIn users don’t enjoy being spammed, so they restricted API access to a group of selected CRM systems.

    Likewise, all ideas to use other social networks for prospecting, be they Facebook or Twitter or Instagram, have mostly failed as well. And, to be perfectly honest, this outcome could have been easily predicted. After all, social networks have the right and the obligation to protect their users from unsolicited marketing, and protecting personal data is the key to this process.

    Another early social CRM promise was data enrichment. CRM veteran Jon Ferrara founded Nimble CRM with this promise. It went something like this. Suppose you have a prospect named Peter. Peter uses social media, like Facebook and Twitter. If we import his recent tweets and Facebook posts to his CRM profile, then our sales person can sell to Peter more efficiently, because they’ll know what’s going on in Peter’s life from his social media activities.

    Alas, this promise didn’t pan out either. Seven years later, Nimble, like all other early social CRM tools, is very much a niche player with a very limited audience. Compare this to social media management and social listening tools, like Hootsuite, Buffer or SproutSocial, some of which claim to have more than 10 million users and valuation that exceeds one billion dollars. Ouch!

    Does this mean social CRM is dead? Well, yes and no. Yes, because prospecting, social listening and enrichment have demonstrated their practical limits and usefulness over the past 7–10 years. We know what works, what doesn’t work and to what extent. No, because social network potential is far beyond simple prospecting and data enrichment tools.

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    Tags: CRM, social crm, socialcrm
  • Jeffrey Kranz is a content marketer who co-founded Overthink Group. His agency manages content strategy for US and international brands in the SAAS, finance, publishing, and faith-based space. He writes about content, entrepreneurship, and how to run an agency at his personal site.

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  • Many of you asked if it’s possible to share your task templates with other users in Bitrix24 account. Now it’s possible and easy to do. First, open new template creation form or edit the template you want to share with others. Then open the full form and scroll to the very bottom until you see Access Permissions.

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    Now simply click ‘Add’ and share the template with other users. Please note that you can give ‘Read’ or ‘Full’ access level. If you give full access rights, that user will be able to edit your task template. Read only access right gives other users the ability to create tasks based on the template without being able to edit the template itself.

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    Company is a mechanism - even if separate parts work well, it doesn’t guarantee the organization as a whole functions efficiently. Today we will discuss one of the most common issues that can be potentially holding your business back. As soon as any company has more than 2 employees, cross-department or cross-functional conflicts are inevitable. The bigger the company, the more strained cross-department relations hamper its growth.

    In this article we prepared the most common causes of interdepartmental conflicts and strategies to prevent them.

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  • As you know, we've added new marketing automation rules and triggers for leads and deals recently. Bitrix24 partner Intreface has conducted a webinar covering most common scenarios for this new feature. Here's the recording


    Tags: CRM
  • Unstoppable Referrals - Interview With Steve Gordon

    Yuliya Skorobogatova 2 February 2017
    Steve Gordon is the Amazon #1 Bestselling Author of “Unstoppable Referrals: 10x Referrals, Half the Effort”. He is known as the sharpest new mind on referrals for high-trust, high-ticket sales. Steve became CEO of his first professional services firm at age 28, growing its revenue 10-times. He teaches professional service firms, and consultants how to build "by referral only" practices, without ever having to ask for referrals. You can find more articles to help you get referrals at UnstoppableCEO.net

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  • Customer Story: The Lost Dogs’ Home

    Yuliya Skorobogatova 30 January 2017
    "Bitrix24 opens up opportunities for small to medium sized organizations, which are seeking a quick and scalable implementation with modern features."

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    Joanne Dinh
    Application Support and Development Analyst


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  • Fast Bitrix24 Integration: Webhook Street Magic

    Yana Prokopets 30 January 2017
    As you may know, Bitrix24 includes extensive REST API that can be used to extend Bitrix24 features and integrate third-party systems. The REST methods can create and edit CRM entities and tasks, post messages to Activity Stream – in fact, they can do almost anything.

    Until recently, however, a seemingly nonchalant REST developer's life was troubled by a looming shadow of OAuth 2.0 protocol which had been a requirement, and a tricky one to implement at that. Even though it has now been quite a while since it was introduced, and is currently in use by major software companies, many developers are still faint-hearted when the protocol needs to be implemented from scratch. Another disadvantage is you would have to update authentication tokens now and again should your requirement be an automated, unsupervised continuous data exchange with Bitrix24.

    Sometimes all a developer is asked of is connect a Bitrix24 instance to a known third party system, or just to a simple web form. Say the boss suffering from a terrible headache after a yesterday's backyard party suddenly wants to have warehouse reports posted to Activity Stream. What say you?

    At ease, gentlemen. We have just made your life easier: a new Bitrix24 integration system was devised, and it's just a perfect fit for in-house solutions. I'm talking about the notorious web hooks. Well, notorious may be a wrong word indeed: they are famous for making developer happy!

    With webhooks you can take advantage of the REST API methods while saving the trouble of having to implement OAuth 2.0.

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  • You Are No Longer Solo Entrepreneur, What's Next?

    Yuliya Skorobogatova 27 January 2017
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    You started as a solo entrepreneur, but now your startup is growing and you face the need to scale your business. Easier said than done… What should you start with? How not to mess up? Our practical tips will help you make the right choices.

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  • Bitrix24 Integration With 3CX PBX

    Dmitry Davydov 25 January 2017
    Our friends at 3CX have released a plugin that connects their PBX with our CRM. It's a simple free plugin that lets you log all incoming and outbound calls made through 3CX PBX in Bitrix24 CRM, automatically create new leads for phone calls made from a number that's not currently in your CRM and do much more.

    We are happy to see 3CX join Asterisk, FreePBX, Zadarma, VoxImplant and other VoIP platforms that can easily be integrated with Bitrix24 directly, through SIP connector, proprietary plugin or marketplace app. We'd also like to remind all interested parties that Bitrix24 Telephony API is completely open and any VoIP provider is welcome to offer their services to almost two million companies that use Bitrix24 worldwide. Hint: if you create a plugin or a marketplace app, we'll actually advertise it for you  
    :)
    Tags: CRM, telephony
  • 5 Profit-Boosting Benefits of CRM Software for Freelancers

    Yuliya Skorobogatova 19 January 2017
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    Whether you write blog posts in your favorite pajamas or file invoices from the café, there’s still a horde of co-workers, clients and customers relying on you. Managing workload doesn’t come much easier for freelancers, especially since they have nobody to structure their projects and daily tasks in their stead. And, when it comes to converting new customers and building long-lasting, profitable relationships, freelancers simply cannot do without a little help from automation.

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  • Customer Story: KinderRechteForum

    Yuliya Skorobogatova 16 January 2017
    Üwen Ergün, CEO of KRF (KinderRechteForum) LLC: "Bitrix24 CRM is an excellent tool for improving interaction with your customers, as it includes instruments for creating reports and analyzing sales and marketing campaigns, so that you can gain a clear insight into your company’s results and know whether or not your efforts are paying off."

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    Üwen Ergün
    (Children’s Rights Forum LLC)

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  • 5 Tips To Make 2017 The Most Successful And Fulfilling

    Yuliya Skorobogatova 13 January 2017
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    How many opportunities have you lost? How many times have you failed yourself? There is a saying that on your last day on earth, the person you became will meet the person you could have become. The biggest regrets are not always about doing, but rather not doing something – not getting a degree, not asking that woman/man out, not changing a job, not trying harder… No matter what you have achieved so far, the question is what you will do with the rest of your life to be sure you won’t regret wasted time and lost opportunities in your elderly years. Our tips will help you achieve the maximum of your potential.
     
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  • Customer Story: Rajlaxmi Solutions

    Yuliya Skorobogatova 11 January 2017
    “Our team believes that Bitrix24 improved our productivity, as the tasks are getting more organized, we are able to meet deadlines and scheduling meetings became easier. I should say that my overall organization is now depending on Bitrix24.”

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    Mr. Bhagwati Dhandharia
    Director of Rajlaxmi Solutions Pvt Ltd

    Rajlaxmi Solutions Pvt Ltd is one of the best IT service providers of ERP solutions for SMEs & large businesses in India. We are proud of more than 20-year history of selling & developing the best accounting software products at the best value.
     
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