Bitrix24 latest news and useful tips

  • Implementing business processes in your own company can be a challenging experience, we have tried to provide you with a “ready to go”  solution –  5 preset workflow templates:

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    Here are several types of actions that can be automated with the help of new Bitrix24 workflows:

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    Tags: business processes, workflows
  • If you haven’t been to Bitrix24 marketplace yet, you should visit it how. It contains a number of applications that integrate other online services with Bitrix24 (Mailchimp for example), help you migrate your data from other CRM or project management platforms, or add features that Bitrix24 doesn’t come with (web forms, sticky notes and so on). These apps were developed by Bitrix24 partners and until recently this was a requirement in order to create an app.

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    Now you can create your own private app, without getting a partner status first. Private app will only be available inside your own account. They don’t undergo moderation process and aren’t listed publically in the marketplace. API and all documentation necessary for developing an app are available here. You can also hire Bitrix24 partner to develop an app for you.

    To add an app, simply go to Applications menu that's on your left hand side when you are logged in and click 'Add application'.
    Tags: markeplace, apps
  • Now your Bitrix24 Deals section has a new dashboard – a bright report page which reflects deals analytics.

    When you first open your deals analytics dashboard – it will be displayed in a demo mode, which you can hide and use your actual deal data instead:

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    You will be able to easily switch between deals list and dashboard pages with the help of top bar tabs.

    New dashboard has 8 “ready to go” analytics widgets, which you don’t need to be specially configured  and can be used for sales analysis.

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    Tags: CRM
  • How & Why to Build Self-Directed Teams

    Dmitry Davydov 25 May 2015
    A traditionally managed team is a team that a team leader oversees; the team leader will assign goals, help develop projects, and bear the bulk of the decision making and the responsibility. There are varying levels of management, of course; some team leaders will allow and encourage autonomy, while others will manage to the most minute level.

    Self-directed teams, on the other hand, handle most of these traditional leadership responsibilities themselves. A team leader still exists, but takes more of a coach or mentor role, acting as a liaison between the team and the upper administration of the company.
    Are self-directed teams better than traditionally managed teams? It depends; businesses and business needs vary. Some departments, functions, or projects might benefit from a self-directed team, while others may require more oversight and day-to-day direction from a team leader.

    With self-directed teams, the intrinsic motivators of autonomy, challenge, and purpose are built into the very heart of the team. Research shows that self-directed teams produce higher levels of organizational effectiveness, better solutions, and increased levels of productivity and creativity.

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  • One of the world's leading experts on business etiquette and communications, Barbara Pachter shares her knowledge through seminars, keynote speaking, executive coaching and various print and digital resources including an e-newsletter and 9 business books covering everything from office tips to assertive communication.
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    You wrote an entire book on the subject of business etiquette and it was very well received, judging by Amazon reviewers. So what are the most common mistakes that you see people make regularly and what was the motivation behind writing the book?


    BP: Thank you. The Essentials of Business Etiquette: How to Greet, Eat and Tweet Your Way to Success has been well received as if fills a need for today’s business professional. The workplace has changed greatly over the last five years, including communicating via social media. People need updated information to make sure that their behavior doesn’t offend anyone and, as a result, hurt their careers. Some of the more common mistakes include: not greeting others, shaking hands incorrectly, making inappropriate small talk, being unaware of your negative body language, not looking at individuals, not being a gracious host, dressing inappropriately for work, answering a phone in front of others, using text shortcuts when not appropriate, getting drunk at a business social event, posting offensive pictures or nasty language, criticizing your company on social media, not being aware of cultural differences.

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    Tags: BusinessEtiquette, communication, expert, tips
  • Bitrix24 Tasks Widget for Android

    Yana Prokopets 18 May 2015
    If your team is mobile-friendly & is used to working on the go, then we have a good news for you:  Android users have now a fast and easy way to access Bitrix24 tasks list on their phones - via MyTasks24 - widget developed by our partner HTMLStudio.

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    You need to install MyTasks24 app to your Bitrix24 form the Marketplace & MyTasks24 mobile app from Google Play to start using the widget. Our partner has prepared a step by step installation guide .

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    Tags: androidapp, marketplace, tasks
  • Six Principles for Handling Email Overload

    Dmitry Davydov 18 May 2015
    Email offers a lot of benefits. It's quick, accessible, and can save a lot of time that would be spent on back-and-forth phone calls or in-person meetings. The problem is that email is overused and misused; the resulting email overload can quickly eliminate all the time saved and cause productivity to plummet.
    To benefit from email and keep it from becoming a burden, follow these six principles.

    Always Filter
    Not all email needs a response, or even a glance; if it's all flooding into your inbox, however, you have to view, decide, and act on every single email, even if that action is just to delete or archive the message. Use filters to set concrete limits on what even makes it into your inbox. For reference-only emails, such as bank statements, set up filters to send the emails to an appropriate folder. For those emails you don't want but can't avoid, like Aunt Judy's weekly update and your boss's endless CCs, se t up a filter and a folder.

    Reduce the Inflow
    Unsubscribing takes a moment or two and can clear a lot of unnecessary clutter from your email life. Use a tool such as unroll.me to make it even simpler. There's no need for you to keep sorting through the digital equivalent of junk mail. Say no to email notifications from apps and social media; you're going to check in on your social accounts anyway. There's no point in receiving an email about it, too.

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    Tags: email, productivity, tips
  • How do you move from idea to something real?

    Once your inspiration system is up and running, having plenty of ideas will not be a problem. Now you simply need to have the right processes in place to handle the ideas.

    Screening
    To decide if an idea is right for development, you need a screening process. Base it on specific criteria, not a subjective feel. Having a "gut instinct" about an idea isn't good enough unless you're Warren Buffet.

    When you've pulled a list of potential ideas from your inspiration system, or your last team meeting, or your employee suggestion box, put them next to the criteria you have in place. Some will fit. Some won't.

    Decision
    The options for a decisions are few: for each idea, you can hold it, get rid of it, or move forward with it.

    Ideas that don't pass the initial screening are automatically eliminated. The others? Well, you only have so much time, attention, and resources to put into idea development.

    Which of the screened ideas fit best with the current priorities, interests, and capabilities your business has? Choose the best fits for moving forward. Mark the rest for holding and toss them into storage.

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    Tags: ideas, tips
  • Lori Kleiman  is a Chicago based business expert and author with more than 25 years of experience advising companies on HR issues. Lori has a master’s degree in human resources, has been certified as Senior Professional in Human Resources (SPHR) by the HR Certification Institute and is a member of the National Speakers Association.

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    Telecommuting and remote work remains a hotly debated topic with high profile supported and defectors alike. How do you personally see this trend develop? Have we hit peak ‘telecommuting’ or will the remote workforce keep growing significantly for the foreseeable future?

    LK: I believe that flexible work schedules are essential, but full scale telecommuting can be difficult to maintain. There is no doubt that there is a loss of camaraderie and teamwork with workforces that do not interact on a regular basis. I recommend organizations use telecommuting for those that have earned the trust on an occasional basis as employee needs warrant.

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    Tags: expert, hr, hris, telecommuting
  • Coming up with great ideas seems like an easy task, until you sit down and stare at the blank screen. Set up your own inspiration system so you have a deep pool of ideas to draw from, anytime you need them.

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    Identify Your Inspiration Sources
    They might not be what you think they are.

    Spend a week or two noticing when you get ideas. When does inspiration strike? Backtrack from that moment until you find the ignition for the spark.

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    Tags: ideas, productivity, tips
  • Bitrix24 Spring 2015 Release Webinar Recording

    Yana Prokopets 30 April 2015
    If you've missed our Bitrix24 Spring Release Presentation, you can find it on Slideshare or watch the webinar on Youtube:



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  • You can put unproductive people into great systems, but you can't make them work the systems.

    Organizational productivity and personal time management really can't be separated. Efficient, well-designed systems still fail due to user error. Lack of user motivation is a common error.

    To get better organizational productivity, think smaller. Think one at a time. Think about the individual. Encourage better time management skills on a personal level. Then you can spend money on improving systems and it will actually be money well-spent.
    Provide One-on-One Encouragement
    As the team lead, you probably already know who's got this time management thing down and who struggles to stay focused. Everyone struggles with distraction and focus. Give verbal encouragement to your team members for the small wins and the big wins. Help your team members feel motivated to put forth their best effort. Do your best to notice, and praise, their attempts and successes at better time use and greater productivity.

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    Tags: tips, time management, productivity
  • Those of you who use Spanish interface for their Bitrix24 accounts will notice that iOS and Android apps are localized too!

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    Gracias por usar Bitrix24
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    Most likely you already know about built-in telephony that Bitrix24 comes with. Many of our clients use Bitrix24 as their virtual call center but even more couldn’t, because we did not support local telephony in their countries.

    That changed yesterday. We’ve just expanded the list of countries where you can rent a local phone number and call at local rates from 4 to 43. We’ve also dropped the price for renting a phone number from $25 to $6 a month ($11 in some locations).


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    Tags: telephony
  • Matt Abrahams is a passionate, collaborative and innovative educator and coach who teaches Strategic Communication for Stanford University’s Graduate School of Business and Presentation Skills for Stanford’s Continuing Studies Program, and De Anza College. He has published research articles on cognitive planning, persuasion, and interpersonal communication. Matt is also Co-Founder of Bold Echo Communication Solutions, which is an industry leading communication coaching consulting practice. Matt recently published Speaking Up Without Freaking Out, a book written to help the millions of people who suffer from anxiety around speaking in public.

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    What is the number one problem for communications inside companies in your experience?

    MA: The number one communication problem within companies is the sheer volume of it. There are so many channels of communication (phone, text, email, conference calls, chats, etc) that people are inundated with messages. Prioritizing and acting on this communication is hectic, sporadic, and at the worst, chaotic.

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    Tags: communication, expert, tips
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