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A channel for everyone who uses Bitrix24. Here we will share important information: news and application updates, interesting articles, live broadcasts with the team and much more.
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Feeling overwhelmed? Don’t know where to start? Maybe you just want to take your Bitrix24 to the next level.
Don’t worry, Bitrix24 Partners have your back!
To configure and customize your Bitrix24 account according to your needs you can get in touch with our certified Partners.
Submit your Bitrix24 implementation request on our site, and our partners will contact you to offer a solution. Bitrix24 partners are companies officially licensed and trained by us to provide implementation, integration, and customization services to our clients in every part of the world.
Submit your request here: https://www.bitrix24.com/implementation-request.php
Learn more about Bitrix24 Partners near you: https://www.bitrix24.com/partners/
🎥 CRM Today Webinar Series
If you are looking for some helpful video material regarding Bitrix24, make sure to check out the Bitrix24 CRM Today Webinar Series.
CRM Today Webinar Series covers the essential steps you need to make in order to get the best out of Bitrix24.
Get effective visual insight into the Bitrix24 CRM. #CRMToday
Check out episode 1-7 today:
CRM Today #1. Sales Funnels
https://youtu.be/enrjWr6XmHk
CRM Today #2. Email & CRM forms
https://youtu.be/2dQ6KgI_eXU
CRM Today #3. Social media channels integration with CRM
https://youtu.be/pcCP6QY56KU
CRM Today #4. CRM documents and client automation
https://youtu.be/jYky1pHxV9Q
CRM Today #5. Bitrix24 Sites
https://youtu.be/bMyyMFIUYP0
CRM Today #6. CRM Marketing
https://youtu.be/7W7K4X27qa4
CRM Today #7. CRM Analytics
https://youtu.be/VZ2j6pNVp2w
How To Write a Perfect Meeting Agenda 👩🏾💻
If there's one thing that's crucial for successful meetings, it's preparation, and a big part of that is writing a perfect meeting agenda:
🗝 Set out your goals 🎯
🗝 Plan your note taking 📖
🗝 Focus on your time keeping ⏳
🗝 Leave time to review meeting ☝️
💡 Be sure that your meeting agenda allows for 5⃣ minutes or so to review what has been discussed, what decisions have been made, and what are the next steps to take 🪜. Of course, you don’t need to rely on your memory 😩 — 😉 take advantage of Bitrix24 meeting & project tracking tools. 👌
Start planning your meetings like a pro - https://www.bitrix24.com/articles/how-to-write-a-perfect-meeting-agenda.php
#apps
Bitrix24 has a smart-block knowledge bases editor in-built, but we also have integration app! Knowledge Base is a solution allowing to create, organize and store Wiki-type articles available for the company’s employees.
Add and read
— Any authorized user can add an article to the Knowledge Base, either making it open for all the colleagues to read or limiting access for certain groups of employees.
Snippets
— Snippet is a short informative text you can add to share a message with your colleagues. You can also insert snippets in to articles if needed.
Sections
— All types of content within the Knowledge Base can be divided into sections according to the topic. This helps you to find the needed content quickly and easily!
Archives
— Need some outdated content? It is all stored in Archive and can be accessed anytime!
Find more about features availabe and instruction on how create knowledge bases in this app here: https://www.bitrix24.uk/apps/app/mcart.knowledgebase/
📌 Different types of automation rules in Bitrix24
Automation rules are tools for automating the work process. They can perform a variety of actions: send SMS to customers or emails to employees, create documents or tasks. #tips
Here are 5️⃣ different types of automation rules in Bitrix24:
1️⃣ Triggers - they are rules that move the item to the stage where they are.
2️⃣ For employee - the automation rules perform any action within the CRM or with employees: change documents, send notifications to employees, set tasks.
3️⃣ Client communications - the automation rules communicate with the customer: send an SMS, a message to an open channel or make a call.
4️⃣ Advertising - the automation rule adds customer data to the audience. It is necessary to create an advertising campaign and an audience in the selected service.
5️⃣ Custom automation rules - they are webhooks and apps from the Market that add third-party automation rules.
Find the full article here: https://helpdesk.bitrix24.com/open/14960316/
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