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.
As you know Viber offers its users to create public accounts – chats that any user can join, read and follow. There are 3 types of public account users in Viber:
- Followers – users, who get notifications about public chat updates and can read public chat.
- Participants – users who can submit messages to public chat.
- Administrators - users with full access to public chat.
Since Viber is available for several devices with different interfaces, below you will find samples of interfaces for Viber public accounts.
Here is where to find public accounts on your device:
Contrary to popular belief, it’s not a cubicle that kills a creative brain, but the assumption that everyone needs it. However efficient, an office thrives exactly because of its diversity – if each and every one of us was the same kind of achiever, our personalities would necessarily clash. Luckily for us and perhaps not so much for them, our team managers are allocated with a responsible role of conciliating our differences.
Whether you’re one of them or one of us, it’s important to remember that our ultimate goal is the same: building a richer, more comfortable and productive environment that will be suitable for all. Here’s how. Read more...
The winter holidays are almost here. Chances are you will be busy with holiday shopping and family affairs, so we are going to keep our Winter Special brainlessly simple – 25% off everything.
If you are currently using a free plan in cloud, you can get 25% off any plan for any duration option available. Please note if you select monthly billing, you’ll save 25% on your FIRST month only, so you’ll probably want to pick 6 or 12-month subscription.
Use coupon code WINTER2016 to claim your discount at checkout.
If you are already a commercial cloud Bitrix24 user, you can purchase 12-month subscription at a discount by contacting firstname.lastname@example.org
On premise Bitrix24 customers, current or future, are eligible for 25% savings on purchasing BizPace and BizPace Enterprise licenses, extra users or renewals (both late and early).
Light: you can finally hide your left-side menu & get extended workspace
Handy/Intuitive: meet new top bar menus that can be easily adapted to your needs – you can put most often used menu sections to the front.
Personalized: customize all menu bars as you like – reorder, hide items, add Bitrix24 sections to the left-side menu, add custom menu items, and save menu design for all portal users.
Adaptive: select your Bitrix24 most used items - communications, CRM or tasks. Help your employees to adapt to Bitrix24 faster - choose what Bitrix24 tools you need, then add left-side menu items & configure home page for all users of your Bitrix24 account.
Select Your Bitrix24 Most Used Tools
This option will streamline your daily routine: the selected tool will show up first when you open your Bitrix24, and the left-side menu will include only the required items.
MAKE Interactive, a Bitrix24 gold partner, has made a new app for the Bitrix24 CRM which lets you flexibly and attractively design quotes (or invoices) in your Bitrix24 Cloud service. Currently, the app is not available through marketplace and you need to contact MAKE Interactive directly for it.
The compelling statement from one of our clients that asked for a service like this was that what you present to the customer, your quote, is often the first impression that the customer gets, since it is the first thing that they see with your logo and name on it. The pdf or printed invoice is the instrument of the most fundamental part of the relationship, payment for products or services.
The existing quotes in Bitrix24 have limited flexibility. 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 in the CRM, it can be selected in the App’s page, and the information from the quote will go into the template.