MAKE Interactive, a Bitrix24 gold partner, has updated it's CRM PDF app. This app lets you flexibly and attractively design quotes and invoices in your Bitrix24 Cloud service.
A compelling statement from one of our clients that triggered the development of this app was that a quote is often the first impression that the customer gets, since it is the first thing that they see with the company name and logo on it. Furthermore, the PDF or printed quote is an instrument of the most fundamental part of the relationship, payment for products or services.
The existing quotes in Bitrix24 are rather limited, especially concerning the layout of the components of the quote on the page. MAKE Interactive has solved this issue in an elegant way: by saving a .docx file in a special folder in the Drive, it becomes a template for your quotes. More than 1 template can be created and selected. After a Quote is made for the CRM, it can be selected in the App’s page, and the information from the quote will go into the template.
Every year something exciting happens. We imagine ourselves millionaires and want to spend hours browsing retail shelves in a search for that perfect gift for a loved one. Tis the season. For business owners this period is marked by incessant anxiety and frustration. There are way too many things to deal with! Worse even, customers are jumping ships and flee to your competitors because you happened to have missed some valuable insights about customer preferences.
But fear not. Thankfully, there is a plethora of information and research online that reveals the needs and wants of customers.
Based on the forecast for this year, the holiday retail season will be a blast. US consumers are planning to spend between 3.5 - 4.5% more than they did in 2016. Sounds like good news, doesn’t it?
But let’s look at all the data to get a comprehensive picture:
The following Pipedrive CRM entities can be transferred to Bitrix24 CRM:
CRM is evolving and changing all the time. It’s one of the fastest growing industries, that brings innovation and simplifies lives of thousands people and businesses.
CRMs are no longer viewed as an option, it’s a must. In 2018 this tendency will continue, with more companies shifting to cloud-based CRM solutions.
Trends in CRM are largely influenced by the trends in the software industry. These were defined by Kevin Kelly in the book “The Inevitable: Understanding the 12 Technological Forces That Will Shape Our Future”. The author provides a big picture view on the future of technology and how it will affect our lives. Interacting, cognifying, flowing, screening, accessing, sharing, filtering, remixing, tracking, and questioning are the 12 trends that already started revolutionizing the way we live and work. CRM trends, even though on a smaller scale, follow the same defined pattern.
If you’re using CRM in your business and want to know about latest developments in the industry, here is the list of key CRM trends to look out for in 2018:
Every marketer or a business owner wants to see their sales skyrocket. And there are numerous ways to promote the business and turn this vision into reality.
Social media is one of the recent advertising methods. But in order to fully benefit from the opportunities that social media has to offer, it’s important to think strategically and optimize ad performance.
This article is intended to explore Facebook advertising basics and psychological tricks to help you create a successful Facebook campaign.
Customer success depends on so many factors. Not only your product should meet customers’ expectations, but all brand touchpoints are supposed to be smooth and pleasant. Unfortunately, we cannot overrule the human factor and all companies have to deal with accidental bugs, complaints and grumpy customers. Here is where customer service communication comes in. Be it verbal or written, it is like the glue that spell all the differences between churn and loyalty, between dissatisfaction and success.
We prepared a list of rules Bitrix24 success team uses to communicate with customers. Some of them you’ve probably heard of, but we also share our “secret” gems. Applied to any human interaction, these rules will make you an effective communicator and level up customer service communication in any company.