Bitrix24 Spring 2017 Presentation
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The document outlines the key features and updates of Bitrix24's spring 2017 release, emphasizing enhancements in CRM, telephony, task management, and communication capabilities. It highlights improvements such as a new CRM interface, automation rules, telephony integration, and project management tools, making it a versatile platform for companies. The presentation also provides insights on user engagement and anticipated future developments in the Bitrix24 ecosystem.
Bitrix24 Spring 2017 Presentation
- 1. Meet your new Bitrix24 Spring 2017 Release presentation will start shortly
- 2. Dmitry Davydov Chief Marketing Officer Dmitry Valyanov President, Co-Founder Yana Prokopets Social Media Manager
- 3. Launched April 12, 2012
- 4. 12 domains 12 languages .COM .DE .ES .BR .FR .EU .CN .RU.IN .UA .KZ .BY .TR* .PL* 14 datacenters 300 servers
- 6. Free.Unlimited.Online. Your Company. United Calendars B24.Drive Document management Open Channels Social network Chat Telephony CRM Tasks and Projects Mail Workflows Marketplace24
- 7. Communications Tasks and Projects Open ChannelsCRM
- 9. 2013 2014 2015 2016 2017 Bitrix24.CRM
- 10. The Best CRM Software of 2017
- 11. Accounts work with Bitrix24.CRM Bitrix24.CRM 42% Selected CRM as primary tool 48%
- 12. Lead, deal, contact management Email marketing Telephony CRM-forms Integrations Kanban Client profile Online invoices Marketing automation Multiple pipelines Ecommerce plugins Face-tracker Visits Reports & analytics Website widget Project catalog Mobile CRM Access log CRM FREE
- 13. Simple idea behind Bitrix24.CRM Messengers and social networks Email Phone Website live chat Comments Office visit Callback requests Website forms Call logging 1 2 51 Call recording Call rating Bitrix24.CRM
- 14. Powerful can be easy to use Turn Your Bitrix24.CRM On
- 16. Winning CRM game! Good CRM stores client information. Great CRM tells you what to do with this information and when to do it. If someone can be forgotten, it will be forgotten. Reminders are a must. If you don’t control your routine, your routine will control you. You need to set your business process only once. After that you only need to follow the template
- 17. Counter = Requires attention Beat The Counter Bitrix24.CRM tells you what to do No counters = no problems
- 18. Activities for today Overdue activities No activities planned 3 counter types
- 19. Agent activity counters Agent efficiency (sales) Agent load Supervision New CRM reports for supervisors
- 20. Modern CRM Quick search Relevance Smart filters Single screen Visual 360 degree view Customizable
- 21. New Grid Fast, simple, adjustable Fully customizable grid Pinned upper menu New elements are added without reloading Smart scroll for grids that don’t fit all columns on a screen Smart group actions
- 22. Smart search Searches ‘on the fly’ without reloading page Guesses what you are looking for when you start typing someone’s name, email or phone number Search multiple elements without special symbols (separated by space) Pre-set and custom filters
- 23. Kanban view in CRM Search and filter Smart scrolling inside columns Full screen view mode Animated new element Supervisor mode
- 24. Client Profile Everything about client in deal, lead, company or contact
- 28. Client Profile A single page that contains client information, deal history and all past activities. Data added or changed ‘on the fly’, without reloading Timeline view New activities added automatically Entire history of communications Call, chat or send emails right from the client profile. Only fields that are filled out are displayed Separate section for other contacts from client’s company
- 29. CRM with Sales Automation You need to configure sales and marketing automation rules only once. The counters and notification will show your CRM agents what needs to be done next. RULES – automatic actions inside CRM that push clients down the sales funnel. TRIGGERS – signals for CRM that lead or deal is ready for the next stage.
- 31. Re-Assign Responsible Selects responsible from the queue. When changing stage or certain condition is met.
- 32. Send Email Email automation Visual editor HTML templates Attachments
- 35. Conditional Rules All rules support conditional logic: For example, leads from selected sources will create deals for selected pipelines
- 36. Wait Rule The ‘do nothing’ rule. For instance, «wait for 2 days» or before client does something.
- 38. What are leads? If you use Bitrix24 for sales tracking, you may not need leads Many clients want to use CRM only for contact management, they don’t work with leads In some industries inquiry = guaranteed sale. No lead creating necessary If you use Bitrix24 for client support, you may not need leads Lead is anyone who might become your client.
- 40. All incoming=contacts or deals Leads will be hidden from the menu The leads are kept, but bot will automatically convert them to contacts and deals without anyone noticing. You’ll be able to connect source to a deal pipeline You’ll be able to turn Leads back on at any point in time. Basic CRM (Lite Mode)
- 41. OPEN CHANNELS
- 42. Free. Integrated with CRM. Open Channels Facebook Messenger Facebook comments GroupMe Website chat Telegram Callback Website forms Viber Skype Youtube Bitrix24.Network Instagram
- 43. Open Channel Advantages Supports most popular networks and messengers Free without conversation limits Integrated with CRM Available in cloud and on premise
- 44. Jan 2017 May 2017 As soon as Whatsapp makes API available Messengers Are On The Rise
- 46. Conversation Ratings Great way to improve service and build KPIs for your contact center Client rating Like / Dislike All ratings are accumulated inside Open Channel reports Supervisor rating 5 Stars By clients and supervisors
- 47. Automatic contact information request If all agents are offiline, client can leave their email address and receive reply via email. Client is also able to forward the entire chat conversation to his or her email address (which you get to keep in your CRM). Bitrix24 asks client’s name, email and phone number automatically.
- 49. Bitrix24.Telephony 14 000companies use telephony 9 500calls each hour 7 600numbers rented 55countries $4local US number $6toll-free number
- 50. New CRM Caller ID Minimized during call Clients and partners can integrate marketplace apps inside Can be fully customized
- 51. Automatic Call Transcription Automatic call recording to text transcription for 80 languages Distinguishes client and agent voices Search through transcriptions Money deducted from your telephony credits ($0.05/min) CLOUD SPEECH API
- 52. Interactive Voice Response Unlimited IVR menus (Bitrix24 Professional) Upload your mp3 file Text to speech (80 languages, male or female) Forwarding to user or queue groups Forwarding to internal extension
- 53. AUTOMATIC DIALER
- 54. Pick your flavor Bitrix24.Telephony Marketplace apps SIP-connector Asterisk, 3CX
- 55. Asterisk & 3CX Free! Direct connection between Asterisk/3CX and Bitrix24. In cloud and on premise All Bitrix24 scenarios supported informUnity
- 56. Telephony API Any telephony provider can offer their services to 2+ million companies registered with Bitrix24 Integration without the middle man SIP-connector purchase not necessary Telephony works exactly how you have it set up on your side API documentation available Calls go through your telephony provider of choice
- 59. Bitrix24.Tasks 26% Use Bitrix24 exclusively for task management Tasks completed In Bitrix24 67 000 000
- 60. Task is just a click away from any Bitrix24 page from tasks from Activity Stream from chat from email from Open Channels (tied to CRM record of the client)
- 61. Task list Fast, simple, adjustable
- 62. New search in Tasks Smart search Customizable grid Slider form Drag & Drop in task list
- 63. KANBAN virtual board for managing tasks and projects. shows all stages of the process from start to finish
- 64. Kanban for tasks/projects Creator and responsible Deadline Comment counter Files Checklists Custom stages (can create template for your company)
- 65. The world’s only free project management platform that gives you Kanban, Gantt, task dependencies and time tracking
- 66. TASK PLANNER
- 68. FACE RECOGNITION
- 69. Doesn’t store personal data Bitrix24 – the only CRM with face recognition Word’s leading face recognition technology Able to recognize sex, age and ethnicity
- 70. Face-tracker Automatically tracks this information inside CRM Counts visitors in store or office: new vs returning.
- 71. Free app for Bitrix24 Professional users Works on any Android device Bitrix24.Time Tracks who’s in the office now Records clock in/out time and breaks Doesn’t require employees to log into your Bitrix24 account Based on face recognition Working time management Can’t be cheated with a photograph or a video
- 72. COMMUNICATIONS
- 73. Communications inside Bitrix24 likes 20 million activity stream posts 540 million
- 74. Internal Communications Activity stream Chat Videoconferencing Bitrix24.Drive Workgroups Appreciation badges Polls Document management Workflows Mobile Search
- 75. Smart search Search throughout the Activity Stream Instant results Indexes new content as soon as it’s added
- 76. Project chat
- 78. Syncing for large volume of files and XXL folders Bulk file renaming Frequent renaming for files and folders New Desktop App We did test loading that involved 1,000,000 documents 19 hours to download 48 hours to upload
- 79. New Bitrix24 New CRM New Tasks Open ChannelsCommunications New Start CRM page Counters New grid Smart search Client profile New automation New grid Kanban for tasks Kanban for projects Smart search Planner Shared templates Ratings Contact information request Smart search Bitrix24.Time Face-карт для 1С Automatic dialer IVR Transcription And much more
- 81. Bitrix24.CRM Everything a sales department needs CRM Telephony Open channels Tasks and projects Activity stream Calendars Document management Marketplace, desktop and mobile apps Limitations: no extranet users, no helpdesk, 12 users max
- 82. New On Premise Editions Business 50 CRM Business 100 Business 250 Enterprise 1000 Enterprise Unlimited $1,490 $2,990 $4,990 $8,990 $24,990 $59,990 50 users 12 users 100 users 250 users 1000 users Unlimited users Bitrix24
- 83. When do sales start? May 1, 2017 Clients using Bitrix24 BizPace and BizPace Enterprise can upgrade free of charge to new editions.
- 84. New distribution file Can be installed on your PC or a remote server Virtual appliance + installation file Deployment ready for Windows, Linux and Mac-environments
- 85. WHEN DO I GET NEW BITRIX24?
- 86. MARCH: APRIL: IVR Automatic dialer New CRM grid CRM Smart search Chat ratings Contact information request Task smart search Roadmap New features are released as they are completed 5% 25% 100% MAY-JUNE: CRM Profile Kanban in tasks Task planner AS smart search Bitrix24.Time everything else
- 88. THANK YOU EVERYONE It’s been amazing five years!
Editor's Notes
- #11: http://www.pcmag.com/article2/0,2817,2367263,00.asp