Bitrix24: a complete overview of the system — tools, comparison with «colleagues in the workshop», training
Krympress reports:
Bitrix24 is a comprehensive business management system, including CRM, tools for working together, automation of tasks and analytics. This platform is widely used in various areas of business — from small business to large corporations. It helps companies organize work processes, automate sales and manage a customer base.
The use of Bitrix24 gives companies the opportunity to increase the efficiency of work, reduce temporary costs for routine operations and improve communication within the team. A variety of functions makes this system universal, and a convenient interface allows employees to quickly master the platform and work with maximum productivity. The good news is that educational courses are available Bitrix CRM: training for allWho wants to master this business management system at a professional level.
Such training session may include aspects:
The basics of working with CRM:
- System interface navigation.
- Creation and management of contacts, transactions, companies.
- Setting up and using sales funnels.
- Customer base segmentation.
Working with tasks and projects:
- Creation and management of tasks and projects.
- delegation and tracking of tasks.
- Using a calendar to plan meetings and events.
Integration and settings:
- Integration with mail and messengers.
- Reporting and analysts.
- Setting up automatic processes and triggers.
Working with documents:
- The use of built -in tools for creating and storing documents.
- Joint work with documents and their editing in CRM.
Training for managers and administrators:
- Configure of access rights.
- Management and roles management.
- Reporting and creation of personalized reports.
If training is organized for all employees of the company, it can be divided into several levels: basic (for new users), in -depth (for experienced users) and specialized (for administrators and managers).
The main functions of Bitrix24
Bitrix24 offers a wide range of tools, among which:
- CRM system — Client management, setting up sales funnel, automation of applications processing.
- Tasks and projects — Convenient distribution of duties, time control, resource management.
- General chat and video calls — Support for corporate communication in real time.
- Documentation — Convenient storage, editing and approval of documents.
- Analytics and reports — Monitoring the effectiveness of employees and the sales department.
- Integration with other services — the ability to connect third -party applications and platforms.
Advantages of Bitrix24 over analogues
Bitrix24 is favorably different from competitors thanks to the rich functionality, ease of use and adaptation to business processes of any company. The table below is a comparison with other popular CRM systems:
Function | Bitrix24 | Amocrm | Salesforce | Hubspot CRM |
---|---|---|---|---|
Customer management | ✅ | ✅ | ✅ | ✅ |
Automation of tasks | ✅ | ✅ | ✅ | ⚠️ Partly |
Built -in telephony | ✅ | ✅ | ⚠️ Paid module | ⚠️ Paid module |
Documentation | ✅ | ⚠️ limited | ✅ | ❌ |
Price | Available | Average | High | Free tariff, but limited |
How to master Bitrix24: training and online courses
You can master the work with Bitrix24 in several ways:
- Official courses from developers — The platform offers free and paid webinars, training articles and video materials.
- Online courses — Specialized training centers and training platforms provide courses for tuning and working with Bitrix24.
- independent study — Available manuals and video tutorials will help master the main functions of the system.
- Training within the company -Experts can conduct trainings and master classes for employees.
According to experts, Bitrix24 is a powerful tool for managing a business that helps to automate processes, improve interaction with customers and increase the efficiency of the team. Thanks to a convenient interface, wide functionality and integration capabilities, the system remains one of the best solutions in the CRM market. Training in working with the platform is available to everyone, and the variety of teaching materials allows you to easily master all its capabilities.
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