What is Bitrix24 in a nutshell. "Bitrix24" - what is it? Description, connection and configuration. Corporate service "Pulse"

Nowadays there are a huge number of business companies of different directions cannot do without systems for setting up projects and tasks. After all, it is really very convenient to know how the project is developing, who is responsible for the processes taking place in it (for example, responsibility for calls and transactions, employee training), how many employees are working on it, etc.

If there is demand, then there will be supply, which is why service developers have put a huge number of CRM systems for business on the market. Among all the diversity, the Bitrix24 system stands out, significantly simplifying all processes and having IP telephony (positive reviews and videos about it speak for themselves).

Corporate CRM Bitrix24 is a cloud-based system designed for more efficient collaboration, based on the idea of a social intranet. The service combines standard tools and a social communication format. The implementation of Bitrix 24 allows employees to become more organized: they will be able to independently set tasks for themselves through the website, receive tasks from their manager, transfer some of them to their colleagues, answer calls effectively, download documents and videos to disk, make lists for tasks, create reports, perform other business processes on the site (for example, integration, etc.).

The majority of Bitrix24 portal tools are designed to monitor the execution of business tasks in a department, which helps subordinates avoid common mistakes when performing them on the site, as well as complete them on time.

Within the framework of the project, it is possible to record the time and other resources required to complete tasks, including calls/transactions. In turn, tasks are integrated with calendars and documents. With CRM Bitrix24 Desktop, an employee will always know what tasks he needs to perform on the site, within what time frame, what lists are needed for tasks, and what calls to make.

Service "Gantt Chart"

Using a Gantt chart, in CRM 1C Bitrix you can visually view the time frame of tasks (and through lists), and in the order in which they should be completed during the course of the project. Having glanced at the diagram in CRM 1C Bitrix nulled, the employee will immediately understand what tasks are set for the project on the site, how many of them have been completed, how many of them are in the process of completion, which ones have an expired deadline, which calls need to be made, made lists for tasks/reports, and which tasks have no deadline at all.

To detect tasks on the portal with various types of violations, for example, an employee did not complete a task within the established time frame, did not view a task that required attention, did not answer calls, etc.

That is, the counter tells the user that something is going wrong in the tasks and it’s time to get these processes off the ground.

Roles in tasks

The user can quickly jump to the most important tasks that require attention. You can view the sections “I Help”, “I Do”, “I Observe”, “Assigned”, “Everything”. The employee will also be able to quickly move on to tasks for which he is personally responsible; view what his subordinates are currently busy with; Using the “Projects” section, you can monitor and manage the progress of work on the site, make the necessary calls, and make lists for tasks.

Integration of CRM Bitrix24 with disk and documents

The user can easily upload a document using Microsoft Office Web Apps or Google Docs (preliminary login to your personal account is required, this can be done through the mobile application), and immediately upload the document to a task. In this case, you will not need to save documents to disk and then attach them to tasks on the site. After creating the document, you can give access to employees (you can download it to disk for free), but you can also change it.

Project management and integration

The Bitrix24 nulled CRM system allows you to unite employees into working groups via desktop using intuitive mechanisms from social networks, which will allow you to organize collective work on projects (you can also log in through the mobile application). With the help of internal communication systems, it will be possible to significantly improve work communication and efficiency. In groups it will be possible to conduct not only thematic discussions, but also monitor their effectiveness, set tasks for completion, monitor their timely completion, conduct tests, and download files to disk.

A new project is quite simply created in a special form, and a simple visual editor for free will allow you to easily enter the task description through a mobile application. The “mail” service integrates quite easily with the system and allows you to make lists (learning this process is quick).

"Report Designer" service

Using the designer, employees will be able to collect, sort, filter data, and then present it to managers in the required form on disk. You can apply pre-prepared filters to the task list. The visual editor allows you to create an unlimited number of filters through the mobile application, which you can save to disk and use the required number of times for free.

Working in the extranet service

Working on the CRM nulled extranet has the advantage of being a neutral territory and a common work platform intended for the company’s business clients. This corporate resource works on the same principle as the intranet (almost an analogue), so managers will not have to retrain employees to manage new projects. Work on the extranet occurs in a similar way to other working groups in the corporate portal (the working environment is the same convenient and familiar, mail is convenient, transactions are easy to carry out).

Task reports

Business managers of the out-of-the-box CRM nulled can quickly evaluate work with tasks, check how long it took to complete a particular task, how many tasks it has in progress, the status of the deal, how many were completed, other business processes, etc. All employee data can be obtained for a week, month, year or any other period. A simple analysis of reports allows you to quickly determine how effectively a certain employee or department performs tasks, how training is going, and if necessary, reports can be easily downloaded for free to disk in Excel format.

Service "Live feed"

Bitrix24 has a single live interactive feed showing all changes on the portal, including changes in IP telephony. This tool also includes work reports, tasks, blogs and photo galleries. All communication in the Bitrix24 CRM live feed is truly live: all comments, voting results, likes, mail, training, tests, contacts, tests, templates, deals, changes on disk - everything is shown in real time, without the need to reload the page.

If employees scroll through the live feed, they will always be aware of business events, will be able to quickly respond to changes, download to disk, create documents necessary for work, conduct training, view new discussions, tests, deals, leads and connect to them, produce calls.

Telephony and its configuration

Use all the possibilities of telephony to develop your project and increase sales:

automated telephony operation;
control over employee phones;
savings on equipment/telephones and calls;
With the help of high-quality IP telephony, differentiate yourself from your competitors.

Telephony from Bitrix is more understandable, setting it up does not take much time, is inexpensive, and easy to use. With telephony from Bitrix, you no longer need to be tied to the office.

Corporate intranet service

If you use at least one of the social networks through a desktop or mobile application, then you probably really like the ease, convenience, customization and accessibility of this resource. With the help of an intranet, it also becomes possible to quickly and easily communicate, conduct training, and transact with colleagues on business issues. The Bitrix24 CRM mobile application is designed in such a way that many of its tools are closely intertwined with social networking services (there are instructions for use and configuration that provide answers to all questions, mail works properly).

Corporate service "Pulse"

This functionality allows you to master (training, tests, configuration) all the tools in the Bitrix24 portal much faster. You can get interested in the work process by simply adding a competitive element. Pulse of the company:

shows what corporate Bitrix24 is in general;
training in working with key tools via a mobile application or desktop;
shows the main processes of using Bitrix 24;
shows the level of portal implementation (integration) into the company;
measures the activity of using tools (including calls, mail) by employees.

Always in touch

Company employees have the opportunity to install boxed mobile and desktop applications, thanks to which they can always stay in touch, make calls, make transactions, tests, and train other employees. Thus, it will be possible to carry out processes in Bitrix24 from anywhere where the Internet is present. The mobile application allows employees to comment, like, discuss projects, and also send photos directly to the feed (employees will be able to download them to disk). Reviews about the Bitrix system are only positive, you can verify this by looking through several resources about the operation of the system.

In conclusion, I note that each user can link their page on the Bitrix 24 portal with profiles of popular social networks. So, if you indicate a link to your Twitter account in your profile, then messages with a given hash tag will be broadcast to the company’s “live feed” (a kind of integration, it’s easy to set up).

By analogy, you can set up the transfer of information from the portal to “My World”, Facebook and other social networks (can be through an application or desktop), as a result of which your friends will always be in the know (how many tasks they completed, how many meetings they held, what calls and leads, what time the working day ends, how training is going, view new mobile templates and other workflows).

About CMS 1C-Bitrix

The system is focused on corporate websites, information and reference portals, social networks, online stores, media sites, and is suitable for creating other types of web resources.

A relational DBMS is used to store site data. The following DBMSs are supported: Oracle, MS SQL. The product runs on Microsoft Windows and UNIX-like platforms, including GNU/Linux.

“1C-Bitrix: Site Management” is sold in one of seven editions compiled by the developer (Start, Standard, Expert, Small Business, Business, Portal, Large Business), which determine the set of modules and functionality of the system. Today, the system has 26 modules available: Main module, Structure management, Information blocks, Search, Social networks, Proactive protection, Compression, Web forms, Forums, Subscription, Mailing lists, Polls, Blogs, Photo gallery 2.0, Web analytics, Advertising , Technical support, Mail, Training, Testing, Translation, Currencies, Web services, Trade catalogue, Online store, Document flow, AD/LDAP, Performance monitor.

To work correctly with this management system, users without knowledge of HTML and PHP languages must first configure the system (creating a template based on graphic design, creating a structure of sections and pages, as well as connecting system modules). This opportunity is provided by the company’s partners 1C-Bitrix.

The ideology of the system represents the division of logic into modules and components. Modules in “1C-Bitrix: Site Management” are a set of software components responsible for working with various types of databases, as well as providing a unified system API. The components serve to connect the final presentation of information on the website with the software core of the system. They use the API created by the modules to organize retrieval, modification, and management of information in the database. Components are much simpler than modules, so changing the logic of the site is quite simple. At the same time, the provided API functionality is quite flexible and each component can use it in its own way. For example, on the basis of the “Infoblocks” module, you can organize any catalogs: news, product catalog, partner catalog, photo gallery. To organize a separate type of directory, its own component is responsible, although the module is the same.

The first version of the system was released in 2001. More than 20,000 websites have been created on the system. In Russia and the CIS, sites on 1C-Bitrix are developed by more than 3,000 web studios.

Currently version 8.0.3 is available.

About the corporate portal 1C-Bitrix

“1C-Bitrix: Corporate Portal” is a software product for creating an internal corporate information resource that solves the communication, organizational and HR tasks of the company. Which includes 23 modules for managing content, structure, forums, advertising and other site features.

Disadvantages of the system

List of changes in 1C-Bitrix module versions

Module versions (as of 05/09/2009)

MODULE - VERSION - CHANGE
Main module - 8.0.4 - 04/21/2009
Proactive defense - 8.0.5 - 04/21/2009
Structure management - 8.0.3 - 04/14/2009
Information blocks - 8.0.2 - 04/22/2009
Search - 8.0.2 - 04/20/2009
Compression - 8.0.0 - 04/07/2009
Web Forms - 8.0.2 - 04/07/2009
Forum - 8.0.8 (beta) - 05/05/2009 (new)
Subscription, mailings - 8.0.1 - 04/20/2009
Polls, voting - 8.0.2 - 04/23/2009
Blogs - 8.0.3 - 04/23/2009
Photo gallery 2.0 - 8.0.0 - 04/07/2009
Social network - 8.0.3 - 04/23/2009
Statistics - 8.0.1 - 04/21/2009
Advertising, banners - 8.0.4 - 05/06/2009 (new)
Technical support - 8.0.1 - 04/21/2009
Mail - 8.0.1 - 04/21/2009
Training - 8.0.1 - 04/21/2009
Translation - 8.0.1 - 04/21/2009
Currencies - 8.0.1 - 04/21/2009
Web services - 8.0.0 - 03/27/2009
Trade catalog - 8.0.1 - 04/21/2009
Online store - 8.0.1 - 04/21/2009
Document flow - 8.0.2 - 04/21/2009
AD/LDAP integration - 8.0.0 - 04/07/2009
Performance Monitor - 8.0.0 - 03/28/2009

Notes

Wikimedia Foundation.

2010.

Books 1C-Bitrix. Corporate portal. Increasing the efficiency of the company, Robert Basyrov, The book tells how to increase the efficiency of the company using the product “1C-Bitrix: Corporate Portal”. A new product will help your company organize teamwork,... Category: Programs, Publisher: Peter eBook

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Quite a lot of people involved in entrepreneurship are probably unaware of the Bitrix24 application. What it is? Why is it needed?

general information

The Bitrix24 application is a system for managing and automating relationships with clients. It can be applied not only to large businesses, but also to small and medium-sized enterprises. The article will evaluate both the positive and negative aspects of this system. So, let's define what Bitrix24 is used for and what it is.

Business processes, automation of interaction and optimization of employment of enterprise personnel - this is how this system can be briefly described. It is a huge corporate portal that tries to cover almost everything possible. Here you can find social networking functions, build projects, discuss tasks, manage staff and do much more. A very useful guide is provided to help all new users. We will not consider it, since it is beyond the scope of the article.

Usage tariff

Reading reviews about the Bitrix24 application, it’s difficult that among the negative, such a parameter as the need to definitely buy the system often pops up. Alas, free use is not provided. There are two main options:
purchasing a boxed solution;

In the first case, a separate copy of the software product is purchased for subsequent installation on your own server. Working in the cloud involves using the network resources offered by the company to meet the needs of the enterprise. In this case, connecting to Bitrix24 can be done from anywhere in the world, provided there is only the Internet.

If you look at the selection that is present on the official website, you will notice that there is also a free tariff plan. But don’t rejoice ahead of time - these are rather than usable developments. It is important to understand that this is an entire multifunctional corporate system, so you should not be surprised that you need to pay for it.

Initial installation

So, we already know what Bitrix24 is. We will now figure out how to use this system in business. So, first you need to launch the workspace. This will display the portal's general tools. The following components are initially presented:

messages;
my drive;
tasks;
calendar;
ribbon.

Many people are puzzled by this. They say that there is a workspace for the Bitrix24 application, but there is no entrance to the management system itself! Where is he? We'll figure this out too. It should be noted that the user is initially presented with a list of functions. And only after that you can enter the system itself.

Consequences

So, the user launched the Bitrix24 application. "What it is?" - his first thought. But over time, everything can be calmly sorted out. This approach of the company has both positive and negative sides. The first is that users receive significantly more than they planned, thanks to which they can expand to their full potential. Initially, this causes genuine admiration. But over time, the understanding comes that the presence of a large number of unnecessary tools makes it difficult for a person 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 with the system in question is that it is extremely difficult to remove unnecessary tools. Only programmers who specialize in Bitrix24 can do this. What does this mean for the average entrepreneur? If you want to modify the control system to suit your specific needs, you need to fork out for an additional specialist.

Possibilities

But, undoubtedly, the main advantage of the control system under consideration is its broad capabilities. So, it is aimed not so much at sales and enterprises, but at other tasks. Some of them are considered necessary and extremely useful, for others they are garbage. But if you read reviews about Bitrix24, you can often come across complaints that in such cases human labor is used irrationally.

Thus, the user gradually disperses his efforts when he begins to work with different capabilities that are provided by the system. And what Bitrix24 was bought for is gradually fading into the background. And instead of selling, the user begins to store files, write messages, experiment with options for controlling working time for his employees, and so on. This is the drawback, according to people, that Bitrix24 has. These processes, of course, can be minimized, but they are unlikely to be completely avoided.

Let's say a word about the software

Considering the Bitrix24 application (what it is and how it works) without the software component is ineffective and of little value. But attention will be paid not to the entire complex, but directly to the control system. After all, you can write a whole book on the Bitrix24 product. And we are limited by the size of the article. So, initially it is necessary to note that Bitrix24 is a full-fledged portal. It provides ample opportunities for both ordinary users and administrators. It is important that the Bitrix24 application is monitored by an experienced person who understands what he is doing. After all, the administrator who will configure the program faces a large number of questions that need to be answered.

The final result and its quality largely depend on whether the clients themselves have decided why they need the system and how it will work. Here, there is a module responsible for document flow. Of course, this feature is useful. But the transition to electronic document management requires a significant amount of time, effort and resources. Are businesses ready to spend it? Or can I disable this feature? But sooner or later (everything is heading towards that) you will have to use it. So what, then activate it again?

Work structure

Let's pay attention to the operation of the sales management system. How is everything going? The sequence of actions during the sales process looks something like this:

The system receives a request that someone wants to make a purchase. It, as well as the received contact information of the client (currently potential) are registered, and the free seller receives a notification about it. For this, both the system itself and mail can be used.
A potential deal is created. Based on it, an invoice is generated, which is sent along with the commercial offer.
After receiving consent from the client and concluding an agreement, a contact is created.
Based on the data from point 3, the sale is formalized according to internal documents, the products are shipped and payment is made.
The deal is closed.

How is all this implemented?

To answer this question, let's look at the contents of the control system workspace. There are three points of interest to us as part of the sales process:

This includes people who are still not buyers, but have already shown some interest in the company and the goods or services it offers, so much so that they decided to leave their data.
Contacts and companies. This includes those people and organizations who are in the process of processing. That is, their order is already being fulfilled.
Potential deal. Can create based on individual clients or contacts.

In general, any of these points can be used to carry out the sales process. The main question is what will have to be filled in (that is, what information to indicate in the data blocks). To set up work with the system, it is common practice to invite specialists who work on organizational issues. For example, they often recommend dividing according to this principle:

Potential clients. People who are interested in the company's activities, but have not yet purchased anything.
Contacts. People who have already purchased something or are in the process of purchasing.
Companies. The same as contacts, but at the level of legal entities.

The Bitrix24 corporate portal is a system for managing the company’s internal information resources. Purpose - work with goals and objectives, projects and documentation. The system is automated and synchronized with most computer and mobile devices and applications.

Implementation

Working with tasks and projects

Bitrix24 allows you to manage the list of tasks and projects. Functional part: integration of the service with a calendar, delegation, check-lists, templates for tasks, designing filters.

A Gantt chart allows you to track the progress of project tasks (which tasks are completed, which are in the process of being resolved, which are “overdue,” which have no deadlines).

Work with documents

The portal allows you to work with documents not only using the company’s “native” applications, but also in the absence of special office software. Work can be carried out using “cloud services” (Google Docs, MS Office Online). On the other hand, you can work with documents through your own software installed on your work computer. The portal saves the entire history of edits and versions of documents.

A discussion of the progress of work is available in the Live Feed service; you can also provide external links for social networks.

CRM system

the ability to enter the entire database of contacts and clients of the company.
lead and deal management;
recording events (calls, letters and meetings);
task design;
making report;
synchronization. If you link any web form on the site with your own Bitrix24, then the data from this web form will be automatically sent to the CRM system.

Personnel management

In visual mode (having previously included employees in the service), you can interactively manage personnel within the portal - adding/removing employees, changing managers, hierarchy within personnel.

Also here, in real time, you can receive and implement information about employees (absence, maternity leave, business trips, vacation distribution, drawing up all necessary work and rest schedules).

The above-described “Live Feed” allows you to organize interactive communication with staff: creating surveys and announcements (with the obligatory condition of familiarization), discussing the approval of documents, conducting surveys and research and voting. As an addition to the corporate culture: there is a system of awards (“badges”) and gifts for the holidays.

Wiki- this is exactly the same tool as the “big” Internet encyclopedia Wiki, which allows you to create your own texts and files together and then work on them collectively on your website.

Wiki on the site

You can change the structure and content of the Wiki according to your Wiki permissions. Each page has a history where you can return to any previous version of the page. Anyone who has access to the general Wiki of the company or the Wiki of a separate working group will be able to quickly create an article page here or make changes to published texts. Each page has comments and a version control system. The first function allows you to discuss the content of the page “without leaving the cash register.” The second is to control who made what changes, and if necessary, return to one of the previous versions.

All Wiki features* :

You can edit Wiki texts as much as you like, and no special applications are required.
Changes are visible instantly - as soon as you make them.
Wiki content is immediately organized by page titles.
You can not only edit any page, but also discuss it - write your comments on it.
Wiki keeps a record of changes for each text, you can compare editions (versions) of texts and roll back to earlier ones.
Working with Wiki texts is easy and convenient, since there is a visual page editor.
An access control system monitors who can work with the Wiki (edit or delete texts).
A Wiki can be either general - for an entire site, or for a social network or group.

Creating a Wiki Section

Wiki at a glance - a directory of pages. But not a simple directory, because its contents can be edited by users of your site. Users registered on the site can change its pages in any way they want: add something on their own, add to it, rewrite what is already there, and correct it - in general, edit and even delete. However, for all this to become possible, the Wiki needs to appear on the site.

Hosting a Wiki on a website

To do this, you need to place on the website page where the Wiki will “live” a complex component with the same name - Wiki. Configure this component in accordance with the product documentation in the section. Also, for Wiki to work, an information block type and the information block itself must be created. All this will be done by the site administrator, and ordinary users will be able to start filling out the Wiki.

Creating Wiki Pages

To publish texts, you do not have to send articles to administrators. Wiki pages are created and edited in simplified visual editor. Click the “Article” or “Edit” buttons and create or edit an article. Click “Publish” - and the changes are before your eyes. And unnecessary articles are deleted by clicking on the “Delete” button. And the first thing you will create is the Wiki Home Page.

The simplified visual editor works in the same way as the familiar page editor built into 1C-Bitrix products. But especially for working with Wiki, new functions were added to it, each of which is represented by a button on the editor toolbar:
Very convenient to create pages via red links. If you click on this link, the form for creating a new page will immediately open. Conversely, a new page is automatically linked to the Wiki if its link matches the “red” one.

Break up Wiki pages by categories, combining those that are similar in meaning and taking into account that categories can be nested, and one page can be assigned to several categories. Mark the pages tags, and you can quickly find them by tags in the search. Provide external links if required. Design the page in the editor as usual and click the button Publish- the page is ready!

Page history

Wiki leads history, where you can clearly see who, when and how changed an article. You can immediately compare versions of texts and restore the original ones. That is, work with Wiki is carried out under control and nothing from the developments is lost. This is why Wiki is ideal for creating a knowledge base for a single project and having multiple users collaborate on it.

If several people are working on a document at the same time, the site will display version, saved last. All other versions will be available in history. Here, in the history of each page, you can select any two versions of it and run comparison. In this case, changes will be displayed: in red - what has been removed from the old version compared to the new one, and in green - what has been added to the new version. If you wish, you can make an earlier version current by clicking on the link "Restore to current."

* - For full functionality of Wiki, the following modules are required to be installed on the system: