New lead capture form for Online chat – now people visiting your website can be automatically added into your Bitrix24 CRM. After your website visitor sends a message to the Online chat, the capture form pops up, asking the client to introduce him or herself and provide contact information (name, email & phone). The option is automatically enabled, no actions are required at your end.
The information your website visitors have submitted will automatically appear inside your Bitrix24 CRM and Open Channels. A new lead will be automatically created for a new potential client. As for existing clients, chat conversations will be bound to the identified CRM records.
If you are a Bitrix24 Plus, Standard or Professional user with administrative rights, you are now able to access Event Log in your account settings. This means that you can see who has logged into your Bitrix24 account, when, and from which IP address. You can also use filters in order to see access logs for selected Bitrix24 user(s).
Your product and service offering is already solid enough, but your entrepreneur’s instincts are telling you that it can be better? Listen to them, and you’ll shortly realize that the best way to improve your business is by listening to your customers as well. Unfiltered feedback is one of the best customer retention strategies you can employ. The sooner you do so, the bigger your lifetime revenue will be.
Listening to customer feedback can help you develop better products and services, offer more value, build stronger relationships, increase customer satisfaction, reduce the customer churn, make better business decisions, stop recurring problems, identify “at risk” customers and discover potential advocates.
The benefits are truly endless, though they come at a petty price. You’ll need to establish an internal process to garner and track complaints, and make it easy for customers to express their problems. Here’s how.
Instant messaging and contextual chat are among the most popular business collaboration tools nowadays. But while chat is great for real time discussions, it comes with disadvantages as well. It can get too noisy, things tend to get lost quickly and so on. Wouldn’t it be great to seamlessly switch from chat to tasks and activity stream posts when it’s appropriate?
Meet new Bitrix24 chat options that will boost your productivity and help with daily routine!
We have recently updated Bitrix24 Open Channels. Clients relying on our solution for live chat and social media management now have even more tools at their disposal.
1. Distribute chat sessions to everybody
If you receive a large volume of incoming inquiries and employ multiple live chat agents, you can now distribute new messages simultaneously to everybody, much like it works with Bitrix24 telephony. This means than every Bitrix24 agent who’s online will receive notification about new chat session, but only the first one to respond will carry on with the conversation. This distribution method is specially designed for companies who put emphasis on speed of reaction. You need to have Bitrix24 Plus plan or above to take advantage of this feature.
In between confidence, integrity, and passion, the long list of “qualities that make a great leader” particularized a number of personality traits that, unlike these three, perfectionists rarely possess. Though their persistence, attention to details and unwavering ambition drive them forward, their overly (self-)critical nature is hardly ever a recipe for success. Whether in the form of unrealistic expectations or approval seeking, the negative traits of perfectionism plague all those who seek impeccability.
In the business world, just like in life, these individuals thrive only rarely. Here’s why perfectionism might be sabotaging your business as we speak, just as well as how to take a more balanced approach.
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.