7 Bitrix24 updates that every entrepreneur will appreciate
Miscellaneous / / April 05, 2023
When you run your own business, you have to control many processes: to conduct sales, create projects, effectively organize everything both in the office and remotely, make websites, sell on social networks, and much more other. Sometimes, to fix them, you have to resort to the help of many third-party services or hire additional employees. «Bitrix24» helps to successfully optimize these processes, because the service immediately replaces dozens of other applications and programs. This is faster and cheaper than trying to find a separate solution for each problem.
The service is regularly updated and improved to meet the demands of the time, to help companies become more modern and efficient. In the new update, "Polar Star", the creators focused on business mobility and added "Bitrix24» features that are available both from a computer and from a smartphone.
So, here are the new opportunities Bitrix24 offers.
1. Mobile CRM
It is difficult to survive without a CRM system. It helps to control operations with clients and customers, monitor the timely completion of tasks and optimize all business processes as a whole. Usually efficiency in working with CRM is one of the defining elements of success. The faster employees respond to notifications in the system, the faster the work will move - customers will be satisfied.
In the new version "Bitrix24.Polar Star» You can fully work with the CRM system directly from your smartphone. Now managers and executives will be able to track the stages of concluding, implementing and closing a deal even without a computer - anywhere and at any time. All the main CRM features are available in the Bitrix24 application: filling out deal cards, adding new ones to them fields, prioritization between tasks for the day, control over the timeline, creation of sales funnels and tunnels between them.
And through Bitrix24, the employee will be able to send an email to the client, discuss the details in the messenger or talk on the phone. By the way, the system records calls: the manager will not miss a single detail, even if he was talking on the street or in a cafe.
2. Digital signature for documents
The head or manager with the right to sign may not always be in the office. Therefore, sometimes employees are forced to wait for them to complete the necessary documents. Now there is no need to waste time on this. «Bitrix24» provided for the possibility of an online signature. Documents can be sent via WhatsApp, SMS or email - the manager will sign them by hand directly from the smartphone.
Same with partnerships. It is enough to share the link - and the client will instantly be able to certify the document by generating a signature from the name, drawing it on the screen or uploading a photo. So the company will close the deal faster and more environmentally: no need to buy paper and wait for a courier! "Bitrix24.Signature" is legally valid, as it meets the criteria of the federal law "On Electronic Signature": to confirm the identity, you will need to enter the code from the SMS.
Main - digital signature V "Bitrix24» integrated into CRM. You can send documents for signing directly from the task card, it is also easy to follow the process and resolve disputes there. And the signing process is easy to automate: entrust the routine to CRM robots and free up employees' time for more important things.
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3. Cloud technologies for medium and large companies
If the company has more than 200 employees, there are several branches or outlets, it can be problematic to control work on one screen. To facilitate this task, Bitrix24 launched the tariff "Enterprise package». By connecting it, you can add your own dedicated corporate portal to each business cell, and then combine them into one tree-like system. Employees inside the branches will see only their tasks, and managers from the head office will be able to monitor what is happening everywhere - access to the right point for managers opens in a couple of clicks.
The "Enterprise package" will allow you to quickly collect reports on each part of the business, as well as see general analytics. In addition, the tariff increases system performance by 10 times, increases the amount of disk space up to 10 TB, provides access to priority support service and enhanced security system.
4. Convenient task management from your smartphone
Create new tasks and add detailed descriptions of all required data in a new «Bitrix24» can be done in a couple of clicks from your smartphone. Through the application, it is easy to assign performers, build a checklist, attach the necessary files, set deadlines and even add priority - you just need to click on the "This is an important task" field.
There is no need to worry that an employee will get lost among a dozen comments and will not see new introductory or urgent deadlines. The creators have improved communications: all correspondence is conducted inside tasks and is highlighted in a separate tab, and there is a special counter for new messages. And tasks with unread comments rise to the first places in the personal planner - this is how the new system of focusing attention works. The new Bitrix24 mobile tasks will also allow performers to mark progress, and managers to monitor each stage of work. Thanks to this, the business will always remain under control.
5. Sales optimization
CRM updates have also affected the classic desktop version. Creators "Bitrix24» revised the very philosophy of working in the system and called it Push CRM, because it takes on some of the tasks. New features help her with this:
- Priority. The system ranks transactions by importance, which allows you to optimize work and increase productivity.
- Reminders. Bitrix24 will notify you about an upcoming call, burning deadline or any other business. You can set reminders yourself - choose the time and add a comment. When the deadline arrives, a notification will appear on the screen.
- Counters. Show all incoming and urgent cases. These can be customized for each employee. At the same time, the load is also visible to managers in real time - if someone gets overwhelmed with work, you can quickly redistribute tasks and maintain emotional comfort in the team.
As a result, Push CRM is useful for all employees. It helps new sellers to quickly integrate into the work process, managers - to control their workload and increase KPI, managers - to control all processes within the company and monitor the performance of employees, avoiding a mountain of complex reports.
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6. Access from devices on Mac 14.0 and Linux
Now the capabilities of the online portal are available on all operating systems and not only through a browser. Along with the updateBitrix24”launched a desktop application for computers on Linux and uploaded the latest versions for Windows and macOS 14.0 with an Apple M1 (ARM) processor. Apps for Windows and macOS will now consume less power, show download history, and suggest actions to take on new files. And they also received an upgrade in smart video processing: the background quality during calls will be better.
7. New themes
The ability to customize the workspace in "Bitrix24' was before. But in the new version of the choice has become more. The creators have uploaded seven themes that fans of minimalism and those who do not like to be distracted from tasks even for a second will especially appreciate: all designs have a calm background, without unnecessary details and ornaments. All the beauty of themes lies in juicy shades and contrasting combinations: for example, “Dark Silk” will paint the system deep blue, and the Milky Way in flashes of blue, pink, yellow and lilac.
Each employee chooses the theme for his screen independently. To install it, just click on its widget: all available design options will appear in a pop-up window. If the theme gets boring and stops inspiring, it can be replaced with a new one. There are no restrictions: it is allowed to “change clothes” on the screen at least several times a day.
Most of the possibilitiesBitrix24» can be used for free now. Any business can test them on real tasks: the number of employees, the time of use and the size of the company do not matter. To start a corporate portal, it is enough to go through a quick registration.
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