Implementing Bitrix24: Nuances Clients Need to Know
Bitrix24 can be purchased as a boxed version or subscribed to as a cloud version.
Bitrix24 is a highly popular multifunctional platform in Russia. It combines CRM capabilities, automation and communication systems, and a corporate portal. Implementing Bitrix24 is the choice of modern business.
First and Foremost: Analysis of Business Processes
One of the most important stages of implementation is a thorough analysis of business processes. It is this that allows understanding what specific tasks to set for the platform.
For this, it is necessary to find out:
how incoming applications are processed;
how the sales system is structured;
what stages of a deal exist;
how existing departments interact with each other.
Such analysis allows setting up sales funnels, debugging automation, implementing real reporting. Only this way can the platform become a truly effective and convenient working tool.
Choosing the Edition and Format
Currently, Bitrix24 can be purchased as a boxed version or subscribed to as a cloud version. The latter allows for quicker launch into operation and does not require serious administration. The boxed version is better suited for those who require serious customization and integration with other systems.
CRM — The Heart of the Platform
It is the CRM that is responsible for many processes that occur on the platform. Deals are concluded in it, clients are managed, analytics are collected. At the same time, it is important to configure all of this precisely for oneself. Standard scripts often do not fit. Therefore, it is necessary to thoroughly think through how the deal will proceed, what user fields and forms should be, and so on. It is also necessary to set up access rights.
Setting Up Integration
The strong side of Bitrix24 is its wide integration capabilities. It can be connected to email, messengers, accounting systems, communications, and marketplace platforms. It is easiest to think through all these connections at the implementation stage. Each integration requires setup and testing; it is logical to do all this before it is operating at full capacity.
The Role of the Contractor
It is very important not only to decide on the versions of Bitrix24 and its setup but also to entrust the implementation to a good contractor. An excellent example of this is the company IVIT, which has been engaged in implementing various automated systems, including Bitrix24, for quite some time. It approaches work comprehensively and takes into account the individual characteristics of the business. At the same time, certified specialists in all necessary areas are engaged in this.
