{"id":404364,"date":"2024-06-29T17:39:55","date_gmt":"2024-06-29T17:39:55","guid":{"rendered":"http:\/\/savepearlharbor.com\/?p=404364"},"modified":"-0001-11-30T00:00:00","modified_gmt":"-0001-11-29T21:00:00","slug":"","status":"publish","type":"post","link":"https:\/\/savepearlharbor.com\/?p=404364","title":{"rendered":"MUST HAVE FEATURES IN YOUR CRM<\/span>"},"content":{"rendered":"
<\/div>\n
\n
\n
\n
\n

Two of the major challenges facing companies that transitioned online as a result of the pandemic are<\/p>\n

    \n
  1. \n

    How to deliver quality personal service to their customers without face to face interaction.<\/p>\n<\/li>\n

  2. \n

    How to manage staff and ensure each employee is working towards the same goal without them being in the same location.<\/p>\n<\/li>\n<\/ol>\n

    It\u2019s true that technology can cause exponential growth to companies. However, business owners and leaders must also guard these important aspects of running a business. Fortunately, there are now a lot of CRM systems or customer relationship management systems available online.<\/p>\n

    What are the features and objectives of CRM tools? Its most basic definition is any technology in the form of a system or an app that aims to manage all your relationships and interactions with clients and potential customers.<\/p>\n

    Today, 91% of\u00a0businesses with at least 10 employees use a\u00a0CRM. That\u2019s because it enhances business relationships and operations by giving organizations a more streamlined way to interact with their leads and customers. A CRM system enables companies to engage their customers, simplify processes, and increase income generation.\u00a0<\/p>\n

    With Bitrix24\u00a0CRM, you can do much more than manage your clients. With a Bitrix24 On-premise version, you have access to the source code of the system and can implement any business tool you need right in Bitrix24.<\/p>\n

    Better Businesses with Bitrix24\u00a0<\/h3>\n
    \"Increase
    Increase sales.png<\/figcaption><\/figure>\n

    If you use a Bitrix24 CRM, here are some must have tools for your business<\/p>\n

    1. Two-way SMS integration<\/h3>\n

    Why is Two-way SMS important? Because in 2022, 70% of customers subscribe to SMS marketing, and 61% say they want the ability to text the business back.\u00a0According to survey results,\u00a01 in 3 consumers check their text notifications within one minute<\/strong>\u00a0of receiving a text, and 85% of consumers check their texts within 1-5 minutes of receiving a text.<\/p>\n

    Email marketing however, is on the decline —\u00a0 In 2021, only 41.5% of brands say that email marketing is critical to business success. That figure in 2020 was 78%! (research conducted by\u00a0Litmus<\/a>)<\/p>\n

    In Bitrix24 CRM, it is possible to send and receive SMS using Twilio and «Twilio SMS to CRM» module from INTERVOLGA.<\/p>\n

    When you create a Twilio account, you can buy a twilio number, which you can use for sending SMS from Bitrix24.\u00a0<\/p>\n

    To receive SMS, install our\u00a0Twilio SMS to CRM module<\/a>\u00a0from the Bitrix24 market.<\/p>\n

    Other features of the module include :<\/p>\n

      \n
    1. \n

      Sending and receiving SMS in a continuous chat thread using Bitrix24 Open channels<\/p>\n<\/li>\n

    2. \n

      You can manage different twilio numbers for the different offices of your business using one module<\/p>\n<\/li>\n

    3. \n

      You can choose what CRM entity to create (lead, contact) when you receive an SMS from an unknown number.\u00a0<\/p>\n<\/li>\n

    4. \n

      You can send and receive MMS<\/p>\n

      \"twilio
      twilio inbound open lines<\/figcaption><\/figure>\n<\/li>\n<\/ol>\n

      2. Business Processes Automation\u00a0<\/h3>\n

      Business processes are essential for any company to thrive and to continue running, and digital tools can help that. That\u2019s why the business process management industry has grown to\u00a0$11.84 billion. In the past, companies hired different people for different tasks important to the organization to deliver their products and services. Business processes like opening a branch,\u00a0applications for leave<\/a>, purchase of equipment, employee onboarding,\u00a0document and contract approvals<\/a>\u00a0were done manually.\u00a0<\/p>\n

      But with the\u00a0rise of CRM systems, one employee is all it takes to do a multitude of tasks efficiently with the help of\u00a0business process automations. This is one of the most helpful CRM features and benefits that Bitrix24 offers to businesses.\u00a0<\/p>\n

      There are\u00a05 business processes<\/a>\u00a0that every serious company should automate:<\/p>\n

        \n
      1. \n

        lead management;<\/p>\n<\/li>\n

      2. \n

        sales automation;<\/p>\n<\/li>\n

      3. \n

        contract negotiation;<\/p>\n<\/li>\n

      4. \n

        shipping and delivery;<\/p>\n<\/li>\n

      5. \n

        document preparation.<\/p>\n<\/li>\n<\/ol>\n

        3. HR management system<\/h3>\n

        This is even more important now that remote and hybrid work systems have come to stay.\u00a0<\/p>\n

        Employees constantly need to be hired, onboarded, trained and certified. During their lifecycle at the company, they should also have access to some services — request for leave, work equipment, organize document approvals, and so on.\u00a0<\/p>\n

        To meet this need, some companies are introducing new systems. This is not the best idea for a couple of reasons<\/p>\n

          \n
        1. \n

          it is more expensive,\u00a0<\/p>\n<\/li>\n

        2. \n

          Employees need to learn a new system<\/p>\n<\/li>\n

        3. \n

          It’s not convenient switching between systems when working.\u00a0<\/p>\n<\/li>\n<\/ol>\n

          In Bitrix24 On-premise, it’s possible to have your own HR system integrated.\u00a0<\/p>\n

          We recently published the\u00a0first HR system for Bitrix24<\/a>\u00a0«INTERVOLGA-RAE».\u00a0<\/p>\n

          The system is delivered in a module, which is installed in your Bitrix24 CRM.\u00a0<\/p>\n

          INTERVOLGA-RAE automates employee Recruiting, Adaptation(onboarding) and Education (training).<\/p>\n

          Some features include:<\/p>\n

            \n
          1. \n

            Integrating your Bitrix24 with job placement sites using a plugin. With one click, resumes of eligible job candidates are imported and saved to Bitrix24. All future actions with the candidate are carried out in Bitrix24.\u00a0<\/p>\n<\/li>\n

          2. \n

            Custom reports for HR managers.<\/p>\n<\/li>\n

          3. \n

            Managing vacancies.<\/p>\n<\/li>\n<\/ol>\n

            \"auto
            auto employee recruiting<\/figcaption><\/figure>\n

            4. Field level security\u00a0<\/h3>\n

            Data security and confidentiality are important.\u00a0<\/p>\n

            In Bitrix24, it is possible to hide CRM entities completely from employees who do not work with them.\u00a0For example, an employee in the production department of a company will have no access to leads, deals, contacts or companies in the CRM.<\/p>\n

            But sometimes, it is necessary for an employee to\u00a0have access to some fields of a CRM entity, without having access to others.\u00a0<\/p>\n

            How do you solve this?\u00a0<\/p>\n

            We created a field level security module for Bitrix24. — «CRM field level Permissions».<\/p>\n

            CRM field Access permission module helps you\u00a0to restrict the access of Bitrix24 users, user groups, or entire departments to specific fields in CRM cards, while granting them access (viewing or editing) to other fields on the same CRM card.<\/p>\n

            The security and confidentially\u00a0of fields is always guaranteed. Employees have access to only the information they need for their work at every time.<\/p>\n

            \"progress
            progress of deals in CRM-systems<\/figcaption><\/figure>\n

            Building stronger\u00a0Businesses<\/h3>\n

            The reason behind the CRM features list is to help you build a stronger business\u00a0by providing you with all the tools you need. INTERVOLGA specializes in developing solutions that solve complex business problems. We have all Bitrix24 competencies as certified by Bitrix Inc.<\/p>\n<\/p>\n<\/div>\n<\/div>\n<\/div>\n

            <\/div>\n


            \u0441\u0441\u044b\u043b\u043a\u0430 \u043d\u0430 \u043e\u0440\u0438\u0433\u0438\u043d\u0430\u043b \u0441\u0442\u0430\u0442\u044c\u0438 https:\/\/habr.com\/ru\/articles\/695850\/<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

            <\/div>\n
            \n
            \n
            \n
            \n

            Two of the major challenges facing companies that transitioned online as a result of the pandemic are<\/p>\n

              \n
            1. \n

              How to deliver quality personal service to their customers without face to face interaction.<\/p>\n<\/li>\n

            2. \n

              How to manage staff and ensure each employee is working towards the same goal without them being in the same location.<\/p>\n<\/li>\n<\/ol>\n

              It\u2019s true that technology can cause exponential growth to companies. However, business owners and leaders must also guard these important aspects of running a business. Fortunately, there are now a lot of CRM systems or customer relationship management systems available online.<\/p>\n

              What are the features and objectives of CRM tools? Its most basic definition is any technology in the form of a system or an app that aims to manage all your relationships and interactions with clients and potential customers.<\/p>\n

              Today, 91% of\u00a0businesses with at least 10 employees use a\u00a0CRM. That\u2019s because it enhances business relationships and operations by giving organizations a more streamlined way to interact with their leads and customers. A CRM system enables companies to engage their customers, simplify processes, and increase income generation.\u00a0<\/p>\n

              With Bitrix24\u00a0CRM, you can do much more than manage your clients. With a Bitrix24 On-premise version, you have access to the source code of the system and can implement any business tool you need right in Bitrix24.<\/p>\n

              Better Businesses with Bitrix24\u00a0<\/h3>\n
              Increase sales.png<\/figcaption><\/figure>\n

              If you use a Bitrix24 CRM, here are some must have tools for your business<\/p>\n

              1. Two-way SMS integration<\/h3>\n

              Why is Two-way SMS important? Because in 2022, 70% of customers subscribe to SMS marketing, and 61% say they want the ability to text the business back.\u00a0According to survey results,\u00a01 in 3 consumers check their text notifications within one minute<\/strong>\u00a0of receiving a text, and 85% of consumers check their texts within 1-5 minutes of receiving a text.<\/p>\n

              Email marketing however, is on the decline —\u00a0 In 2021, only 41.5% of brands say that email marketing is critical to business success. That figure in 2020 was 78%! (research conducted by\u00a0Litmus<\/a>)<\/p>\n

              In Bitrix24 CRM, it is possible to send and receive SMS using Twilio and «Twilio SMS to CRM» module from INTERVOLGA.<\/p>\n

              When you create a Twilio account, you can buy a twilio number, which you can use for sending SMS from Bitrix24.\u00a0<\/p>\n

              To receive SMS, install our\u00a0Twilio SMS to CRM module<\/a>\u00a0from the Bitrix24 market.<\/p>\n

              Other features of the module include :<\/p>\n

                \n
              1. \n

                Sending and receiving SMS in a continuous chat thread using Bitrix24 Open channels<\/p>\n<\/li>\n

              2. \n

                You can manage different twilio numbers for the different offices of your business using one module<\/p>\n<\/li>\n

              3. \n

                You can choose what CRM entity to create (lead, contact) when you receive an SMS from an unknown number.\u00a0<\/p>\n<\/li>\n

              4. \n

                You can send and receive MMS<\/p>\n

                twilio inbound open lines<\/figcaption><\/figure>\n<\/li>\n<\/ol>\n

                2. Business Processes Automation\u00a0<\/h3>\n

                Business processes are essential for any company to thrive and to continue running, and digital tools can help that. That\u2019s why the business process management industry has grown to\u00a0$11.84 billion. In the past, companies hired different people for different tasks important to the organization to deliver their products and services. Business processes like opening a branch,\u00a0applications for leave<\/a>, purchase of equipment, employee onboarding,\u00a0document and contract approvals<\/a>\u00a0were done manually.\u00a0<\/p>\n

                But with the\u00a0rise of CRM systems, one employee is all it takes to do a multitude of tasks efficiently with the help of\u00a0business process automations. This is one of the most helpful CRM features and benefits that Bitrix24 offers to businesses.\u00a0<\/p>\n

                There are\u00a05 business processes<\/a>\u00a0that every serious company should automate:<\/p>\n

                  \n
                1. \n

                  lead management;<\/p>\n<\/li>\n

                2. \n

                  sales automation;<\/p>\n<\/li>\n

                3. \n

                  contract negotiation;<\/p>\n<\/li>\n

                4. \n

                  shipping and delivery;<\/p>\n<\/li>\n

                5. \n

                  document preparation.<\/p>\n<\/li>\n<\/ol>\n

                  3. HR management system<\/h3>\n

                  This is even more important now that remote and hybrid work systems have come to stay.\u00a0<\/p>\n

                  Employees constantly need to be hired, onboarded, trained and certified. During their lifecycle at the company, they should also have access to some services — request for leave, work equipment, organize document approvals, and so on.\u00a0<\/p>\n

                  To meet this need, some companies are introducing new systems. This is not the best idea for a couple of reasons<\/p>\n

                    \n
                  1. \n

                    it is more expensive,\u00a0<\/p>\n<\/li>\n

                  2. \n

                    Employees need to learn a new system<\/p>\n<\/li>\n

                  3. \n

                    It’s not convenient switching between systems when working.\u00a0<\/p>\n<\/li>\n<\/ol>\n

                    In Bitrix24 On-premise, it’s possible to have your own HR system integrated.\u00a0<\/p>\n

                    We recently published the\u00a0first HR system for Bitrix24<\/a>\u00a0«INTERVOLGA-RAE».\u00a0<\/p>\n

                    The system is delivered in a module, which is installed in your Bitrix24 CRM.\u00a0<\/p>\n

                    INTERVOLGA-RAE automates employee Recruiting, Adaptation(onboarding) and Education (training).<\/p>\n

                    Some features include:<\/p>\n

                      \n
                    1. \n

                      Integrating your Bitrix24 with job placement sites using a plugin. With one click, resumes of eligible job candidates are imported and saved to Bitrix24. All future actions with the candidate are carried out in Bitrix24.\u00a0<\/p>\n<\/li>\n

                    2. \n

                      Custom reports for HR managers.<\/p>\n<\/li>\n

                    3. \n

                      Managing vacancies.<\/p>\n<\/li>\n<\/ol>\n

                      auto employee recruiting<\/figcaption><\/figure>\n

                      4. Field level security\u00a0<\/h3>\n

                      Data security and confidentiality are important.\u00a0<\/p>\n

                      In Bitrix24, it is possible to hide CRM entities completely from employees who do not work with them.\u00a0For example, an employee in the production department of a company will have no access to leads, deals, contacts or companies in the CRM.<\/p>\n

                      But sometimes, it is necessary for an employee to\u00a0have access to some fields of a CRM entity, without having access to others.\u00a0<\/p>\n

                      How do you solve this?\u00a0<\/p>\n

                      We created a field level security module for Bitrix24. — «CRM field level Permissions».<\/p>\n

                      CRM field Access permission module helps you\u00a0to restrict the access of Bitrix24 users, user groups, or entire departments to specific fields in CRM cards, while granting them access (viewing or editing) to other fields on the same CRM card.<\/p>\n

                      The security and confidentially\u00a0of fields is always guaranteed. Employees have access to only the information they need for their work at every time.<\/p>\n

                      progress of deals in CRM-systems<\/figcaption><\/figure>\n

                      Building stronger\u00a0Businesses<\/h3>\n

                      The reason behind the CRM features list is to help you build a stronger business\u00a0by providing you with all the tools you need. INTERVOLGA specializes in developing solutions that solve complex business problems. We have all Bitrix24 competencies as certified by Bitrix Inc.<\/p>\n<\/p>\n<\/div>\n<\/div>\n<\/div>\n

                      <\/div>\n


                      \u0441\u0441\u044b\u043b\u043a\u0430 \u043d\u0430 \u043e\u0440\u0438\u0433\u0438\u043d\u0430\u043b \u0441\u0442\u0430\u0442\u044c\u0438 https:\/\/habr.com\/ru\/articles\/695850\/<\/a>
                      <\/br><\/br><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-404364","post","type-post","status-publish","format-standard","hentry"],"_links":{"self":[{"href":"https:\/\/savepearlharbor.com\/index.php?rest_route=\/wp\/v2\/posts\/404364","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/savepearlharbor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/savepearlharbor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/savepearlharbor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/savepearlharbor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=404364"}],"version-history":[{"count":0,"href":"https:\/\/savepearlharbor.com\/index.php?rest_route=\/wp\/v2\/posts\/404364\/revisions"}],"wp:attachment":[{"href":"https:\/\/savepearlharbor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=404364"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/savepearlharbor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=404364"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/savepearlharbor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=404364"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}