Meet Your New Bitrix24 October 2016 Presentation

Meet Your New

Webinar will start at 11 AM EST

Meet Your New

Dmitry Davydov,Bitrix24 CMO

Yana ProkopetsBitrix24 SMM

#bitrix24

Questions?

While You Were At The Beach

2012 20152013 2014 2016

Launched on April 12Social Network

Tasks and ProjectsInstant Messenger

CalendarWorkflows

CRM

TelephonyDrive

Documents

MailTelephony

CRM

WorkflowsTasksCRM

Unlimited usersBots

Open LinesTasksCRM

Worldwide

bitrix24.ruRussia, RUB

bitrix24.comUSA, USD

bitrix24.deGermany, EUR

bitrix24.esLatAm, USD

bitrix24.euEU, EUR

bitrix24.byBelarus,BYR

bitrix24.kzKazakhstan, KZT

Bitrix24 Localizations

bitrix24.cnChina, CNY

bitrix24.inIndia, INR

bitrix24.com.brBrazil, BRL

bitrix24.uaUkraine, UAH

bitrix24.ruRussia, RUB

bitrix24.uaUkraine, UAH

bitrix24.comUSA, USD

bitrix24.deGermany, EUR

bitrix24.esLatAm, USD

bitrix24.euEU, EUR

bitrix24.byBelarus,BYR

bitrix24.kzKazakhstan, KZT

Bitrix24 Localizations

bitrix24.cnChina, CNY

bitrix24.inIndia, INR

bitrix24.com.brBrazil, BRL

Omni-channel CRM

Multiple sales funnels in CRM

New Mobile App

New tasks

New event scheduler (Activity Stream)

Bitrix24.Drive

New Bitrix24

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Open channels

Website live chat

CRM web forms

Online Payments (Invoices)

New email Integration

360 View (Client Profile)

Open Channels In CRM

5,438 rented numbers 37,409,789 calls made

674,000 hours recorded 161,000 calls a day(average)

90,458 accounts working with CRM daily27,541,430 companies28,797,168 contacts9,721,609 deals 43,175,129 leads CRM

Telephony+

Effortless CRM. No Manual Data Entry.

CRM + Telephony = Killer Combo

IM and Social Media:

• Quick: instant reaction• Easy: nearly everyone has a smartphone• Handy: your phone is always with you

We All Do It* - Use Messengers And Social Networks For Communications

Customer support in 2016 has to be:

• Quick • Simple• Personal

Most companies CAN’T offer this right now.

Pre PBX and CTI

Telephony before PBX: • You don’t know who’s calling• Can’t transfer call• Long waiting time• Unhappy client

Deja vu?

Messengers

Clients contacting companies via social media:

• Can’t easily forward request• Have to constantly check different

accounts• Delays before replies • Unhappy client

VS

• You can set different routing rules for different open channels

• Even distribution or exactly as enqueued

• Transfer conversation to another employee or Open Channel.

• Greetings, Whisper mode, After hours processing

• Back to queue option (automatic or manual)

• If employee did not log in or is on break, he or she won’t receive messages

• Smart routing – repeat requests are forwarded to user that dealt with this client before

• Works on your smartphone as well

• History log saved to CRM!

Smart RoutingOne Open Channel = One Queue

Open Channels Are Integrated With CRM

CRM effortlessly keeps the entire history of communications in one place

If A Person Is On Your Website, Using Live Chat Is The Best Option

Source: marketingtechblog.com

Website chat is a great communication channel. You should use it, if you can.

Live chat has the highest satisfaction rating:

https://www.marketingtechblog.com/live-chat-statistics-infographic/

• One chat – one open line

• Easy to embed (embed script provided)

• Customizable

• Custom display settings

• No website required – Bitrix24 hosted page available (great for businesses with no website)

• Integrated with open channels

• Integrated with CRM

• Canned replies (soon)

• Adaptive design

• Website widget (chat+callback+form)

Live Chat For WebsiteLive chat is a part of open channels in Bitrix24

• One chat – one open line

• Easy to embed (embed script provided)

• Customizable

• Custom display settings

• No website required – Bitrix24 hosted page available (great for businesses with no website)

• Integrated with open channels

• Integrated with CRM

• Website widget

• Adaptable design

Live Chat For WebsiteLive chat is a part of open channels in Bitrix24

The Many Benefits Of Open Channels

1. Do pre-sale via social networks and messengers

2. Build online relationships

3. Receive feedback

4. Technical support (flat or multitier)

5. New lead source for your CRM (don’t forget callback request)

6. Upsale and repeat sales

Are you open minded about trying Bitrix24 open channels?

Quick Communicate in real

time

Relevant Right answers from right

people

PersonalTalk to another human

being

1 2 3

CRM Web Forms

• Feedback

• Contact Us

• Quote Request

• Registration

• Order

• Application

• Callback Request

• Etc.

Most online businesses use web forms in one way or another.

Web Forms For Everything

• First, you need a website to place the form on

• You have to be/hire a developer for complex web forms

• Processing data from web forms takes time and effort

• Integrating/transferring data to CRM takes time and effort

• Don’t forget Google Analytics and other metrics

In short, what you need are website, developer, time and money.

So You Need A Website Form

Really, the only reason for a web form is to get information about your client/lead into CRM and work with that information. Every web form has to be integrated with CRM.

Web Form vs CRM Web Form

• You can use any CRM entity for website (lead, contact, company, deal, quote, invoice)

• New form fields automatically create the same fields in your CRM

• Integrated with product catalog

• Own analytics + Google Analytics integration

• Existing clients who fill the form are automatically detected in CRM

• Assign responsible user for each form

• New form submission notifications

Fully Integrated With CRM

Say No To Manual Data Entry

Let your website visitors fill your CRM for you.

Online Payments For Invoices

Простое подключение платежных систем

Online Invoice Payments

• Receive invoice payments online

• Create web forms with instant payments

• Provide payment links inside open channels

Coming Soon

• Clients still use email for communications

• Employees use email clients to send and receive emails.

• Not everyone syncs emails with CRM

• This means that history of interactions is stored in someone’s inbox, not CRM.

Email ain’t dead yet

Some employees still use their personal email accounts to communicate with clients

Email – important lead source

Incoming/outbound email and CRM integration for EACH CRM user (IMAP)

• Agent email accounts as a lead source:

o Any CRM user can connect their personal email account and integrate it with Bitrix24 CRM.

• Incoming email processing:

o Separation between personal and business correspondence.o Automatic creation of leads from new senders. o Automatic connection to existing clients, complete

communication history.

Separate Email Address For EACH CRM user

Every employee can now connect their inbox to CRM

Each Email Is Registered As CRM Activity

Work With Email, Forget About CRM

Bitrix24 will automatically sync emails and save all email exchanges to appropriate contacts.

Profile View

• All communication channels inside your CRM

• 360 degree in client profile

• Happy customers

CRM that actually makes your life easier.

Bitrix24 Is Now Omni Channel CRM

Multiple Pipelines In CRM

• Separate pipelines for separate business lines• Separate fields for deals• Separate statuses • Separate access rights• Separate reports

For multiple profit centers

What Else Is New

• 17 chat bots added to various Bitrix24 marketplaces

• 10 partners created their bots

• 2,000 installs

• Microsoft Bot Framework as Open Channel (Kik, Twilio, Slack, GroupMe, and many, many more)

Bots Inside Bitrix24

Microsoft Bot Framework Supported As Well!

Самый ппулярныйCRMbot

Great feedback on new tasks

• Simple and advanced modes• Custom forms• Custom fields• Email to task, task to email• Task from post/comments• Mobile tasks• Task involvement• Flat interface

New Tasks #2 Most Popular Tool In Bitrix24 After CRM

Calendar Improvements

• New event planner

• Event planner in Activity Stream

• Quick Google Calendar integration

• Company calendar in cloud plans

• Document Lock(Standard, Professional)

• Public download link restrictions(Standard, Professional)

• Download all files as archive in Tasks and Activity Stream

New In Bitrix24.Drive

How Much Are The New Features?

PlanFree Plus Standard Professional

Free $39/mo $99/mo $199/mo

Users

Business tool users

Open Channels

Live Chat

Connectors

Sessions

unlimited unlimited unlimited unlimited

1 chat 1 chat 2 chats unlimited



unlimited

unlimited

12 24 unlimited

1 channel 1 channel 2 channels

Integrated with CRM + + + +

In queue

Free

Open Channels And Live Chat


Free $39/mo $99/mo $199/mo

Users

Business tool users


unlimited12 24 unlimitedWorking with forms

Active Forms Freeunlimited1 2 4

CRM Web Forms


Free $39/mo $99/mo $199/mo

Users

Business tool users


unlimited12 24 unlimited

FreeOnline Invoices unlimited unlimited unlimited unlimited

Invoices With Online Payments


Free $39/mo $99/mo $199/mo

Users

Business tool users



Users with email accounts 12 24 unlimited unlimitedFree

CRM Integrated Email Accounts


Free $39/mo $99/mo $199/mo

Users

Business tool users



Pipelines 1 1 2 unlimited

Multiple Sales Pipelines


Free $39/mo $99/mo $199/mo

Users

Business tool users



Custom Fields no no yes yes

Custom Fields In Tasks


Free $39/mo $99/mo $199/mo

Users

Business tool users



Document lock no no yes yes

Document Lock

Thank You

#bitrix24

Questions?

Meet Your New Bitrix24 October 2016 Presentation

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Transcript of Meet Your New Bitrix24 October 2016 Presentation