Bitrix24 Blogs
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Sales targets are now available to commercial Bitrix24 CRM users. This means you can set goals for each of your sales agents, pipelines or company and track their progress. Importantly, the quotas can be set in two different ways. First, you can enter a number of deals that have to be won for a set period of time. Or, if you prefer, the goal can be set as a required sales volume.
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You can now accept payments for Bitrix24 CRM via Braintree (in addition to PayPal and Stripe). Simply use this free app in our marketplace.
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The article has been provided by YouNet SI, one of the leading Bitrix24 partners in Vietnam & S.E.A. Please contact them directly regarding installation or additional details.
Every recruiter is well aware of how nightmarish the candidate filtering process can be. Especially when they have to manually manage hundreds of candidate profiles and job order requests.
According to a recent study, 73% of HR leaders now consider “digital HR” to be a significant trend, and having a good management software can help HR personnel streamline the recruitment process, thus enabling them to identify and hire the best talents.
HOW CAN RECRUITMENT MANAGEMENT MODULE HELP?
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You can finally synchronize your data between FreshBooks and Bitrix24. If a Company and Contact details or an Invoice are modified in FreshBooks, the app will automatically make changes in Bitrix24. All of changes in Bitrix24 Company and Contact details will be automatically synchronized to FreshBooks as well.
How to create invoices in Freshbooks from your Bitrix24 account.Create an Invoice in FreshBooks from a Bitrix24 Contact, Company or Deal. Select a Contact, Company or a Deal from the list in Bitrix24 CRM, click on «Create invoice in FreshBooks» widget, select a product or a service in the window that will open, and switch to creation of an invoice in FreshBooks interface. A link to the Invoice will appear in FreshBooks, after the Invoice is saved in the additional field of a Bitrix24 Contact, Company or a Deal. If the status of a FreshBooks Invoice changes to «Paid», the app will automatically change the status of the corresponding Invoice in Bitrix24 and will send a notification to a responsible manager.
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Firing employees presents certain difficulties to managers and the business in general. It’s usually the hardest part of the working process. No task or business problem is as emotionally charged and as important fr om a team health perspective as the firing process.
Let’s admit it - no one likes to fire people. After all, we are social creatures and maintaining well-balanced relationships is part of our nature. This is especially true for startups and small businesses because in a small team everyone knows each other all too well. But you didn’t start a business to see it being destroyed by an underperforming employee. Knowing how to fire employees is a leadership skill that you need to master if you want to see your business succeed.
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We are happy to announce that Stripe has been added to the list of payment processors now integrated with Bitrix24. This means that in addition toPayPalyou can now accept payments inside your Bitrix24 account from credit and debit cards, ACH payments and other sources supported by Stripe.The Stripe appis currently 100% free and available to all Bitrix24 account users. -
Yesterday we’ve introduced new Bitrix24. If you’ve missed the webinar, here’s the recording
If you are pressed for time, here’s what’s new.
Bitrix24 Sites
Yes, you can now create websites and landing pages directly from inside your Bitrix24 account. Here’s an example what a website created with Bitrix24 free site builder looks like.
Bitrix24 CRM
We’ve completely redesigned CRM interface and introduced sales targets, integration with Google Maps and marketing campaigns. You will soon be able to send bulk emails, bulk SMS and do voice broadcasting campaigns.
Bitrix24 Tasks and Projects
We’ve introduced Projects and linked Kanban stages to task statuses – something that many of you have asked us to do. And Efficiency Reports inside your Bitrix24 account will soon help you understand which employees and departments are the most productive.
Bitirx24 Open Channels
If you relied on Bitrix24 for providing customer support via live chat, you’ll appreciate the fact that canned replies are now at your disposal.
Bitrix24 Communications
We’ve done a lot to beef up our communications and collaboration module. Post view statistics, video announcements, drive use statistics, safe drive cleanup, new mobile app are already or soon will be available to you. Oh, and don't forget to check out beta version of new Bitrix24 calendars.
For more details, please see https://new.bitrix24.site/
P.S. Our Brazilian partner Br24 has recorded this webinar in Portuguese as well.
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Our partner Make Interactive has released a new app that allows you to migrate to Bitrix24 from Asana, Basecamp, Wrike, Trello or any other task manager where tasks can be exported to Excel (CSV) file. Here's a short video overview of the app
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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.
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Increase Holiday Sales Numbers by Understanding Your Customer Purchasing Behavior
Yuliya Skorobogatova 9 November 2017
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:
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Please join us on November 21 at 10 AM EST to learn more about our new massive release. New CRM, new tasks and project management, new communication tools and even a brand new Bitrix24 service that we can't yet talk about. Register today and make sure you watch the live webinar, because we'll be giving away special gifts to attendees.
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We have added recurring deals to our CRM. Right now this feature is in beta and thus available to all users. Once the testing is over, this feature will be limited to Bitrix24 Standard and Professional plans, so keep this in mind.
Who needs recurring deals in CRM? Any business that uses subscription or retainer model instead of one off sales. Once you select the interval that appropriate for your business, new deal will be automatically created when it’s time to talk to your clients about renewal. -
We've added a free app that allows you to easily migrate from Pipedrive to Bitrix24 CRM
The following Pipedrive CRM entities can be transferred to Bitrix24 CRM:
- Users
- Organizations
- Persons
- Currencies
- Deals
- Activities
- Notes
- Pipelines
- Products
- Stages
- Users
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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:
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Ready to migrate to Bitrxi24 from another CRM, such as Salesforce, Zoho or Pipedrive? Take advantage of this special offer from our CRM data migration partner Data2CRM.
are already using Bitrix24