Transitioning between CRM systems is a momentous occasion. There’s excitement, since this means that your business is now looking for new, better ways to improve. But, there’s anxiety too. Data migration is a delicate and complicated process, and there’s always a possibility of something going terribly wrong. Customer relationship management systems are built to support multiple users and hundreds of contact records, all of which need to be transferred without any potential loss.
There are many things to take into account, but it doesn’t get simpler than these five steps.
Interactive voice response (IVR) is a technology that allows Bitrix24 Telephony and CRM to interact with your clients through dialpad input.
If you receive large volume of incoming calls, it may be helpful to have IVR system filtering them for you and routing these calls to desired destination.
Another popular use case scenario is when the client needs to get some basic information & human call operator participation is not required. In these instances, you can record voice message response and play it to the client.
Bitrix24 IVR Options
● Transfer client’s call to the particular operator or to the operators list ● Redirect calls to another phone number (outside Bitrix24 telephony system) ● Clients can enter an extension number to reach a particular person. ● Leave a voice message ● Replay voice menu record ● Quit voice menu (the call will be processed based on configured phone number settings) ● Go to another level voice menu
How to configure IVR
Important: you should have main telephony number configured before going to IVR Setting.
Meet new automatic dialer option for your Bitrix24, that automatically dials telephone numbers of the selected clients list. Once the call is answered, the autodialer connects the call to a live person.
How To Start Dialing
Open CRM contacts list & select clients you need to call. Tip: to prepare clients list you can either select “all contacts” or use filters to make your custom parameter list (e.g. clients created this month).
While mobile apps like Netflix or the Candy Crash Saga are everyone’s guilty pleasure, others offer a bit more than a pleasurable pastime. The App Store is currently teeming with productivity tools that tend to motivate, inspire, and drive changes to our everyday lives, professional and personal alike. And, to a busy businessmen, they are nothing less than a necessity.
After all, what is the point of carrying around a pocket-size supercomputer if it can’t bring you a step closer to your business goals? All-in-one solutions like Bitrix24 are invaluable, but in case you still prefer using separate apps, our list will hopefully help you pick the best ones.
The following is a guest post by Julia Bedrosova, one of the leading Bitrix24 consulting and customization providers at Upwork.
One of our customers asked us to add a tasks list grouping by responsible person feature in Bitrix24. It is also required to be able to change a responsible person by simple dragging tasks to the appropriate group. This customer has self-hosted Bitrix24, so we were able to add a required functionality.
Tasks list in Bitrix24 may be sorted and filtered by responsible person, but the customer was not satisfied with these both options, he would like to have an ability to group tasks list by responsible person as additional grouping level.
Most small businesses that consider employing marketing automation have concerns about the budget, time and effort. Does it pay off? 79% of your top-performing competitors say yes. Marketing automation allows you to target the right customers with the right message at the right time, which can work wonders for your lead management, conversions, and long-term ROI. And, that’s not where the benefits end.
Here’s why you should start automating your marketing workflow with CRM software, plus how to do it.
"Many employees immediately began organizing numerous work & project groups. They are now communicating internationally and collaborating on documents without having to resort to unsightly e-mail newsletters or time-consuming searches for the most relevant and latest document versions."
It was a major challenge for us to bring together all 1,600 workers at a virtual location in order to enable them to communicate better and work more effectively. Since our company is in the production sector, only about 1/3 of the employees have network access with an e-mail account, meaning that 2/3 of our staff were not being sufficiently informed.
As artificial technology continues to lead us forward, we cannot but look around and ask: should we rejoice the newly-established order or fear its eventual ascendancy? We’ve left the Dark Ages far behind, but what for? Is Westworld the framework for the future?
Since curiosity is innately human, these and similar questions will remain. By 2020, conversation agents will manage 85% of B2C relations. If their development continues at a similar pace, perhaps some of our questions will finally be answered.
What separates Hard Rock Cafe from any other restaurant? Do we collect their t-shirts to publicly brag about all the cities around the world we’ve travelled to? Is their logo a nice way to flaunt our dedication to the company’s brand, thus expressing our cosmopolitan lifestyle? If so, then what makes this phenomenon so tempting, so distinctive in comparison to others in the industry?
Business process management, the latest corporate buzzword, is extremely valuable to business. Why? It allows companies to maximize profitability and gain a competitive edge over their rivals. Using BPM makes it quicker and easier to develop and deploy custom applications, while enabling a fast response to any changes in regulatory, customer and market demands.
What exactly does business process management mean? According to the United Nations, BPM is a system that supports the workflows necessary for running a successful company. You can invest in BPM software for all aspects of your business, from design, control, enactment, and even analysis of performance and data.
Many of you have seen your newest team member MIA (My Intelligent Assistant). MIA is a chat bot and you can ask her questions about Bitrix24 or anything, really. We’ve created MIA with two goals in mind. First, this bot helps with new user engagement by encouraging them to start talking with other Bitrix24 users. Second, the bot helps these new users learn about Bitrix24 by answering user questions.
As we are beta testing MIA, we are looking forward to hearing your feedback how MIA helps you and what improvements you’d welcome. If you’d like to stop receiving MIA’s notifications, simply enter this command – “/disableNotify welcome”.
Bitrix24 Gold partner MAKE Interactive has released a new free app that allows you to convert .docx files to PDF quotes. See CRM PDF.
This app allows the creation of PDFs from Quotes in the Bitrix24 CRM using templates that can be built by the user. Templates are in .docx format and can be stored in a folder in any Bitrix24 Drive. Templates support variables from Quote fields as well as images, headers, and footers.
Quotes made with the app can also include additional columns in the product table, such as product description, discount description, etc. The app does not yet support invoices but does support custom fields created in Quotes.
Tags: CRM, marketplace