Bitrix24 - what is it? Description, connection and configuration

Quite a lot of people involved in business, perhaps unaware of the application “Bitrix24”. What is it? Why is it necessary?

General information

The “Bitrix24” is a management system and automation of customer relations. It can be applied not only for big business, but also in relation to small and medium enterprises. The article will be evaluated and positive and negative sides of this system. So, let's define what is and what is “Bitrix24”.

Business processes automation, collaboration and optimization of employment of the staff of the enterprise – so short you can describe this system. It is a huge corporate portal, which tries to cover almost everything possible. Here you can find a social networking, building projects, negotiate tasks, manage staff and do many other things. All new users help offers a very useful guide. It will not be considered because it is beyond the scope of this article.

Usage Rate

Reading about the application “Bitrix24" reviews, it's hard not to notice that among the negative often slips such as the need to necessarily purchase the system. Alas, the use on a free basis is not provided. There are two main options:

• The acquisition of packaged solutions;
• Work in the cloud.

In the first case sold separate instance of the software product for installation on your own server. Working in the cloud involves the use of the needs of the enterprise offered by the company network resources. A connection to “Bitrix24” in this case, can be carried out from any point of the globe, there would be only the Internet.

If you see the choice that is present on the official website, you will notice that there is a free plan. But do not rejoice too soon – it's more of a marketing ploy than usable experience. It is important to understand that this is a multi-enterprise system, so do not be surprised what for it is necessary to pay.

Initial setup

So, we already know what is “Bitrix24”. How to use this business system, we'll see. So, initially you must run the workspace. The result will be shown in the tools portal. Initially, the following components:

• Messages;
• My disk;
• Tasks;
• Calendar.
• Tape.

Many people in this regard, puzzled. That is, the workspace of the application “Bitrix24" of the entrance of the very system of management! Where is he? Don't worry, we'll figure it out. It should be noted that initially, the user displays a list of functions. And only after that you can log into the system.

Consequences

So, the user launched the application “Bitrix24”. "What is it?" – the first he thought. But with time anyone can easily understand. This approach has both positive and negative sides. The first is the fact that users get much more than they planned, so you can turn around in full force. Initially, it causes genuine admiration. But with time comes the understanding that the large number of unnecessary tools makes it difficult to move and work in the system.

In addition, the presence of additional functions always requires resources. And this despite the fact that they are not used! The problem of the system is that to remove unnecessary tools is extremely difficult. It is only programmers that spetsializiruyutsya on “Bitrix24”. What it means for the average entrepreneur? If you wish to Refine the management system to fit your specific need, you need to shell out an additional specialist.

Facilities

But, of course, the main advantage of the system control – opportunities. So, it is aimed not so much at selling and working with enterprise clients, how much to other tasks. Some of them are recognized as necessary and extremely useful, for others it's garbage. But if you read about “Bitrix24" reviews, it is very often possible to meet the criticism that in such cases, inefficiently used laborperson.

So, the user gradually disperses the effort when it begins to work with different capabilities that are provided by the system. And for the sake of what was bought “Bitrix24” gradually fades into the background. And is sales the user starts to store files, write messages, experiment with options to control working time for their employees and so on. That's a drawback, in the opinion of the people has “Bitrix24”. These processes, of course, you can minimize it, but completely avoiding them is unlikely to happen.

About the software to say a word

To Consider the application “Bitrix24" (what it is and how it works) without component ineffective and of little value. But will be paid attention not to the entire complex, but directly to the control system. After all, the product “Bitrix24” you can write a whole book. But we are limited by the size of the article. So, initially it should be noted that “Bitrix24” – a full-fledged portal. It provides opportunities for ordinary users and for administrators. It is important that the application “Bitrix24" was watched by an experienced person who knows what he's doing. After all, before the administrator will set up the program is a large number of questions that must be answered.

The End result and its quality largely depend on to determine whether the customers themselves what they need the system and how it will work. Here is the module responsible for document management. Of course, this feature is useful. But the transition to electronic document management requires a considerable amount of time, effort and resources. Are businesses ready to spend them? Or maybe disable this feature? But sooner or later (everything is going to) have to take it. And what if it to activate again?

The Structure

Let's pay attention to the work of a control system of sales. How is it done? The sequence of actions during a sales process looks like this:

1. The System receives a request that someone wants to make a purchase. He, as well as contact data of the client (yet potential) are recorded, and free the seller gets a notification about it. This can be used as the system itself, and a post office.
2. Creates the potential deal. On its basis formed the account which is sent along with the offer.
3. After obtaining consent from the client and contract, contact is created.
4. Based On the data from paragraph 3 is made sale home, ship products and perform the payment.
5. The Transaction is closed.

How it is implemented?

To answer this question let's examine the contents of a workspace management system. In the process of sale of interest provide three options:

• Potential customers. This includes people who still are not buyers, but have already shown some interest in the company and its proposed products or services so that you decided to leave your details.
• Contacts and companies. These include those people and organizations that are in the process of treatment. That is, their order is executed.
• The Potential deal. Can create based on specific clients or contacts.

In General, the process sales can be used any of these items. The main issue is that you have to fill out (i.e. what information to specify in the data blocks). To configure the system, the practice of inviting experts, who are working out organizational issues. For example, they often recommend to take a division on this principle:

1. Potential customers. People that are interested in the activities of the company, but so far nothing gained.
2. Contacts. People who have acquired or are in the process of purchase.
3. Company. Same as contacts, but at the level of legal entities.

Reviews

That comes to a logical end the article. What is the application “Bitrix24”, was considered. But it should be noted that when the decision to use this system of control must be well prepared to take this step. Thus, in the opinion of the users should decide which features of the enterprise can be transferred to “Bitrix24” in order to facilitate the operation. It can be report generation, and communication between different departments or just the creation of a common system of schedules. People like that you can add a separate module control the working time of the employees.

But as already mentioned above,behind all these concerns, you must ensure that they do not overshadow the main purpose of the system – sales. Everything else – it's just a Supplement. They should only facilitate the work of the enterprise. So, according to users, the formation of electronic reporting will allow you to save on printers, ink and the time required to classify a document. But if you add the possibility of writing messages, a situation may arise when employees work instead will engage in conversations on random topics.