Bitrix24 Talks

New Mobile CRM Features Mobile CRM has been updated, and now it includes more useful features of the web version. Also, there are support articles in the Mobile app to help you figure out how to use the new options. Leads, Quotes, Invoices🧾 In addition to deals, you can create and manage leads, quotes, and invoices in Mobile CRM. Fill in CRM entity form, add products, and track CRM activities in timeline. Switch CRM Mode 👩‍💻 Now you can decide how to work with your clients in CRM and select CRM mode (simple or classic) right in the Mobile app. CRM Entities From Source In Mobile CRM, you can create an entity based on another and move a customer through a sales funnel. Generate Documents 📄 Generate a document from your own template and send it to your client from the Mobile app. Payment In Deal Form 💰 CRM.Payment is now available in Mobile CRM. Contact your client, accept payment, and track its status in the Mobile app anywhere at any time.

#bitrix24funny and useful :) News and updates: https://www.bitrix24.com/about/blogs/ Helpdesk articles: https://helpdesk.bitrix24.com/ How-to videos: https://www.youtube.com/@bitrix24 Webinars: https://www.bitrix24.com/support/webinars.php

Meet The New Bitrix24 🌸 The new Bitrix24 is everything you’d want a modern workspace to be: mobile-oriented, AI-powered, and user-friendly. It’s been improved in almost every aspect: sales, task management, collaboration, and analytics. Mobile CRM📱 There are a lot of new features in the mobile CRM: leads, quotes, invoices, the ability to change CRM modes, etc. Bitrix24.Sign ✍️ The Bitrix24.Sign tool will save you time and money: all information about your company and counterparty is downloaded from CRM. You can send a document to be signed by SMS or email. Calendar 🗓️ Now you can schedule meetings with partners who do not work for your company in just a few clicks. Sites and Stores 👩‍💻 We have added a new site mode. Now you can immediately see what your site will look like on a mobile phone or a tablet using a Visual editor. There are some tools we’re still working on right now. We hope to deliver them to you in the nearest future, so keep an eye out!

How to Automate Your Online Business Without Sacrificing Personalization? 🤔 The challenge for online businesses is to find ways to automate their operations without sacrificing personalization. This requires a careful balance between automation and the human touch. Using CRM automation to send personalized email campaigns or chatbots to provide quick and efficient customer support, for example, gives the customer the best of both worlds. 🙂 By using automation in a strategic way, they can increase their efficiency, without sacrificing their personalization efforts. 🤓Learn more - https://www.bitrix24.com/articles/how-to-automate-your-online-business-without-sacrificing-personalization.php

#apps Bot Integration for your CRM Edward is more than a bot. He is your secretary, manager and assistant in Bitrix24. Helps newcomers to have an effective start with Bitrix24 from day one. Helps not to lose clients due to missed calls Reminds you of forgotten activities in CRM Tracks your sales plan Sends regular KPI reports The main features of Edward are free to use. Edward.PRO contains additional features such as: Your own custom mini-course. Receive lessons to boost your sales directly to the Bitrix24 messenger Unlimited regular reports Smart fields to add custom features to your CRM See the integration on our website: https://www.bitrix24.com/apps/app/remark.edward_crm_assistant/

Document Storage Time On The Drive 📑 Bitrix24.Drive allows you to restore documents to one of the previous versions in the history of changes or return them to their original state. To prevent past versions of a document from taking up space on the drive, they are automatically deleted. Document storage time depends on your Bitrix24 plan. Each version file is stored for a certain period of time on the portal. If you exceed the limit of records in the portal settings, older versions of the file are automatically deleted. File Revision History Features 🖇️ Limits on the number of files and history storage time is applied only to Bitrix24.Drive. Versions of files used in Tasks, Feed and Calendar are stored indefinitely in all plans. The maximum number of records in the document history is set in the Bitrix24 settings. Each version file is stored for 90 days according to the plan on condition that it has not been superseded by a new file version due to the limit in the settings.

#bitrix24funny

Marketing Automation For Solo Entrepreneurs 🤖 With so many hats to wear, finding the time and resources to promote your products and services effectively can be challenging. Here are the basics of marketing automation that will help you get started: Understanding Your Audience | A deep understanding of your audience allows you to create more targeted and relevant messages tailored to their needs, interests, and preferences. Setting Marketing Goals | Clear direction and purpose for your marketing endeavors, ensuring your automation efforts are focused. Choosing Marketing Automation Tools | The right marketing automation tool helps to streamline marketing efforts and reduce the time and effort needed to execute campaigns. Creating a Sales Funnel | Identifying prospective clients to creating brand awareness, generating and nurturing leads, converting leads to customers, and retaining customers. Identifying Key Metrics | Measure success, improve performance, and make data-driven decisions.

#apps Integration for regulations in leads, deals and smart processes If you have some regulations, concerning work process, and you want your employees to remember them, use them, put instructions right on the entity card! So when your team processes lead/deal/smart process entity, they don't have to keep crib notes in their pockets. See the integration on our website: https://www.bitrix24.uk/apps/app/avtomatizatory.regulations_en/

Creating a Communication Plan - 7 Important Steps 📢 A communication plan is important in defining, clarifying, and confirming your goals and outlining how you mean to achieve them. It gives you structure in finding out whom you need to communicate with and how. While you're in the process of creating a communication plan, bear in mind that things are always changing while the project is underway, so be ready to make adjustments as you go. Make sure that every member of your team - whether they're working on-site or remotely - is fully aware of what the plan is and what should be happening at any given time. 1. Specify Goals And What Needs To Be Communicated 2. Identify Your Target Audiences 3. Create Essential Points Or Key Messages You Want To Share 4. Pick Out Communication Strategies And Methods 5. Establish a Dissemination And Launch Program 6. Create a Timeline For Your Communication Plan 7. Officially launch the communication plan

#bitrix24funny Kind reminder: automation, unfortunately, does not do everything for you. Instead it reminds you and encourages you to get things done, improving your performance

Updated Bitrix24Care Articles 📄 We have updated some features in the following tools: Stock Transfers And Write-Offs In Mobile App Stock transfers and write-offs are now available in Bitrix24 Mobile app. You can work on all the basic inventory documents anywhere at any time. Knowledge Base Access Permissions In Workgroups And Projects Decide which users should have access to edit the knowledge base and which users should not. View Counter We have added a counter of views in any knowledge base. It displays the number of unique page visitors in the knowledge base. Request Debugging In Bitrix24 BI Connector Request debugging is finding and fixing errors in data extraction queries. If your reports are slow or contain incorrect data, debugging can help you find and correct errors. Profile Page You can configure a unified set of fields in the user's profile on your own with the help of the standard profile view.

⭐Top Sales Representative Skills That Will Make You a Sales Rockstar! When you think of skills for sales representatives, relationship building is surely high on the list. A sprinkling of charm, an injection of trust, and a genuine desire to help combine to make the same clients come back again and again! 🤩 ✨Developing empathy. Reading emotions is crucial to understanding how to approach your customers. ✨Problem-solving in a sales context. It’s no secret that problem-solving relies on an ability to think outside the box, but that’s often easier said than done. ✨Mastering the art of negotiation. Two key aspects to bear in mind are your customer's pain points and the unique selling proposition you bring. These two pillars help you negotiate effectively at every stage of the sales pipeline. 👉 Read more - https://www.bitrix24.com/articles/the-top-10-sales-representative-skills-that-will-make-you-a-sales-rockstar.php

#apps Integration of Payment Calendar Your sales managers do not have to fill in any additional fields to get sales analyzed by the Payment Calendar. All analytics is based on already existing CRM invoice data. The application will give you a quick answer to two important issues: 1. When and who will pay you? Data visualization makes it easy to determine what payments are expected for each day, get weekly earnings, or check status of your invoices, with the ability to open quickly an invoice card. 2. Sales plan delivery That allows you to understand at a glance to what extent the optimal sales plan for each day is being delivered. You can see on the chart which days were better or worse comparing to the optimal plan and understand whether the sales plan will be met, if the current payment dynamics continues. See the integration on our website: https://www.bitrix24.com/apps/app/atevi.payment/

How To Reduce Customer Churn? Tips You Should Apply 📊 Customer churn refers to the number of customers who stop using your products or services over a specified period. A high customer churn rate indicates that your company is losing customers, which usually leads to reduced revenue and business growth. Here are 3 tips to apply to help reduce customer churn: 1. Understand Your Target Audience | To effectively reduce customer churn, you must first thoroughly understand your target audience. This means identifying their demographics, preferences, behaviors, and pain points. 2. Offer Excellent Customer Service | When customers feel valued and supported, they are more likely to remain loyal to your business. Keep your customer service team well-trained, knowledgeable, and empathetic. 3. Personalize Communication | By tailoring your messages to individual customers, you demonstrate that you understand their needs and provide relevant offers, leading to increased engagement.

Happy Easter to all of our wonderful clients! We hope that your day is filled with joy, peace, and happiness. We are grateful to have you as part of our community and want to take a moment to appreciate all that you do. From our team to yours, have a wonderful Easter celebration!

Increase Sales Using These Top 10 Sales Tracking Techniques If you’re having trouble boosting your sales numbers, the solution might be easier than you think. We are talking about purpose-built software where you can craft and track every aspect of your sales process, from lead generation to conversion and beyond. By automating tedious tasks, providing valuable insights into customer behavior, and much more, a sales tracking system can help you double your deals without doubling the hours you put in. Here are 10 sales tracking techniques that can help you increase sales: 1. Start By Setting Clear Sales Goals 2. Break Your Goals Down Into KPIs 3. Get Familiar With a CRM System 4. Create Data-Driven Sales Workflows 5. Track Sales Team Performance On a Granular Level 6. Understand Your Customers’ Behavior 7. Looking To The Future: Sales Forecasting 8. Don’t Neglect Your Marketing Campaigns 9. Keep An Eye On Your Competitors 10. Regularly Review And Refine Your Processes

NEXT LEVEL CRM Webinar - 3PM UTC, April 18 An introduction to managing interactions with customers and prospects within Bitrix24 CRM, and using business processes to automate your sales and prospecting activities. Topics to cover: 🤓Customising the company and contact pages and creating bespoke quote and invoice PDF’s 🤓 Managing day-to-day activities so users see the full picture of all customer interactions 🤓 Developing processes to assist sales teams in understanding customer needs and close more deals *Webinar conducted by Bitrix24 Gold Partner Intreface. 🎶 Join here - https://us06web.zoom.us/webinar/register/WN_BvZqZRU3T_ahk-hMkmibqw#/registration

#apps Integration of Google Forms and Bitrix24 creates Leads or Deals after filling out the form. Features: - The completed form creates Lead or Deal in CRM; - Supports all fields types; - Field matching; - Search for existing contacts and companies (by phone and/or mail); - Setup without a programming specialist; - Connection of an unlimited number of forms and fields. See the integration on our website: https://www.bitrix24.com/apps/app/flamix.gforms_pay/

📞 Top 5 Tips To Improve Your Cold Calling Skills The skill of cold calling can be learned through practice and experience. Cold calling might seem to be challenging for beginners. For maximum lead generation, consider the following five useful cold calling tips: 1. Always Do Your Best | You need to practice hard, practice again and again, and monitor your pitch’s progress. 2. Keep Track Of All Conversations | With Bitrix24, you can keep all the information regarding your clients in one place and access it instantly. 3. Communicate In a Better Setting | Your surroundings have a direct influence on the conversation. 4. Lead The Conversation Using Open Questions | A good conversation always gets the potential client to talk to you. Therefore, if a prospect asks you specific questions, always respond to them well. 5. Keep Your Script Ready The conversation as a whole will be shaped by the script, which will also help the conversation flow more smoothly.