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
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.
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.
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
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.
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."
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.
“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.”
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.
If you go to Activity list, you’ll see that commercial Bitrix24 users now have new activity type – Visit. Here’s how Visit is different from Meeting. Any time you schedule a meeting with your clients or prospects, in your office or theirs, you’d use Meetings. Typically, notes and comments are added to CRM AFTER the meeting to sum it up.
But there are instances when a client visits your office or you visit theirs, and you need to record the entire conversation. This is a typical scenario in many industries, like travel agencies or construction and home improvements, when many options are presented and client has to make the final choice. Sometimes a series of visits is required. Recording conversations during such meetings gives you two advantages. First, you can enter all relevant data inside your CRM after the conversation is concluded (just like many Bitrix24 users do with automatic phone call recording option available inside our CRM). Second, should any conflicts arise, you can play the recording back and hear who said what during the visit.
Again, this option is not available to Bitrix24 users who are on the free plan. Your computer needs to have a camera (to take visitor photos) and a microphone (to record audio).
Bitrix24 new automation rules are designed to help you automate work with CRM records (leads & deals).
Use automation rules to streamline client management process and help employees adhere to lead processing algorithm. Automation rules will perform actions in an unattended manner: send e-mails, make calls, etc.
An automation rule is linked to a specific status. As soon as a CRM entity moves to a new status, an automation rule specified for that status is activated. Automation rules can specify the activation time and an action: task, notification, e-mail, call or other action of your choice.
You can configure automation rules once & the only thing your sales agents will need to do is execute tasks & activities automatically set by the system.
Run – this is the key parameter which specifies when the rule should be applied and the action performed.
Now you can connect Instagram to Bitrix24 Open Channels in just a few clicks and enjoy new integration. All comments to your Instagram posts will appear in your Bitrix24 CRM and authors of these comments will be saved to the CRM database.
Instagram comments will appear in your Bitrix24 in about 15 minutes, your sales team can pick up the conversation and reply directly from Bitrix24 chat (there are several limitations set by Instagram, please read more here).
This option is available for all Bitrix24 plans, including the free one.
Instant messaging is an excellent way to efficiently communicate at work and easily streamline every single work process, which is why it has gained a lot of popularity in the business world. What’s more, instant messaging is great for collaboration within a company, since you can send messages in real-time in a group chat and, thus, efficiently and effectively work together on a project with as many people as you need. Instant messaging improves workplace productivity and can provide a company with a number of other benefits.
No matter how popular instant messaging is, there are still common etiquette mistakes which lead to relationship deterioration with colleagues, misunderstanding and a loss of time. We prepared basic rules to be followed when it comes to instant messaging and group chat in a professional environment, so take a look at what those are.
Many of you have requested Kanban view for Bitrix24 tasks and CRM entities. As promised, Kanban view prototype has been added to CRM for leads, deals and quotes. This is a beta version, so you are welcome to play around with it a bit and submit your feedback. The final appearance will probably be somewhat different and we appreciate any of your suggestions how to make it better.