We have introduced a new tool in Bitrix24 tasks called Efficiency Indicator. As the name suggests, it measures how good Bitrix24 users are at completing their tasks on time and without objections. If you complete all your tasks without deadline violations and you aren’t asked to redo anything, your efficiency will be gauged at 100%. If you complete 9 out of 10 tasks successfully on time, the indicator will show a 90% rating.
In addition to building individual reports, you can select Workgroups and Projects among filters. When this is done, the indicator will show how many tasks were completed on time for a given project.
You can use Efficiency as one of your KPIs and improve performance. After all, what gets measured, gets improved!
This is a partner post from MAKE Interactive. Available in self-hosted currently.
MAKE Pages is an add-in for your on premised (self-hosted) Bitrix24 for user-driven content creation. Using the simple categories and page creation, you can create content that is easily navigated, fully indexed by the global search, and categorized. Note that it is not available in the cloud version of Bitrix24.
In practice, the functionality of MAKE Pages can perform any (or all) of the following duties in your intranet:
*Wiki. Content divides into categories and searchable, has internal linking and other wiki-type features. Regular users can make content without access to the Bitrix24 Control Panel.
*Standard Procedures / Formal Documentation: standard operating procedures, policies, by-laws, or rules of conduct can be officially documented along with a history of changes. This add-in was originally developed to provide ISO compliance.
Meet new Leave Management application for Bitrix24, developed by Bitrix24 partner YouNetSI. This app allows to manage staff leave requests flexibly and efficiently. All leave related activities can be performed via Bitrix24: request, review, approve, view history, report, etc. You can also export this report into Excel.
Here is what you can do with this app:
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.
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.
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.
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.
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/
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: