9. Omni-channel CRM
Multiple sales funnels in CRM
New Mobile App
New tasks
New event scheduler (Activity
Stream)
Bitrix24.Drive
New Bitrix24
1
2
3
4
5
6
7
8
9
10
11
12
Open channels
Website live chat
CRM web forms
Online Payments (Invoices)
New email Integration
360 View (Client Profile)
11. 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 daily
27,541,430 companies
28,797,168 contacts
9,721,609 deals
43,175,129 leads
CRM
Telephony
+
Effortless CRM. No Manual Data Entry.
CRM + Telephony = Killer Combo
12. 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.
13. 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
14. • 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 Routing
One Open Channel = One Queue
15. Open Channels Are Integrated With CRM
CRM effortlessly keeps the entire history of communications in one place
16. 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:
17. 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:
19. • 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 Website
Live chat is a part of open channels in Bitrix24
20. • 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 Website
Live chat is a part of open channels in Bitrix24
22. 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
23. Are you open minded about trying Bitrix24 open channels?
Quick
Communicate in real
time
Relevant
Right answers from right
people
Personal
Talk to another human
being
1 2 3
25. • 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
26. • 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
27. 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
28. • 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
29. Say No To Manual Data Entry
Let your website visitors fill your CRM for you.
32. Online Invoice Payments
• Receive invoice payments online
• Create web forms with instant
payments
• Provide payment links inside
open channels
Coming Soon
34. • 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
35. 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
42. • 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
43. 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
45. • 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
ппулярный
CRMbot
46. 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
49. Calendar Improvements
• New event planner
• Event planner in Activity Stream
• Quick Google Calendar integration
• Company calendar in cloud plans
51. • Document Lock
(Standard, Professional)
• Public download link restrictions
(Standard, Professional)
• Download all files as archive in Tasks and
Activity Stream
New In Bitrix24.Drive
53. Plan
Free 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 unlimited unlimited
unlimited unlimited unlimited unlimited
unlimited
unlimited
12 24 unlimited
1 channel 1 channel 2 channels
Integrated with CRM + + + +
In queue
Free
Open Channels And Live Chat
54. Plan
Free Plus Standard Professional
Free $39/mo $99/mo $199/mo
Users
Business tool users
unlimited unlimited unlimited unlimited
unlimited12 24 unlimitedWorking with forms
Active Forms
Free
unlimited1 2 4
CRM Web Forms
55. Plan
Free Plus Standard Professional
Free $39/mo $99/mo $199/mo
Users
Business tool users
unlimited unlimited unlimited unlimited
unlimited12 24 unlimited
Free
Online Invoices unlimited unlimited unlimited unlimited
Invoices With Online Payments
56. Plan
Free Plus Standard Professional
Free $39/mo $99/mo $199/mo
Users
Business tool users
unlimited unlimited unlimited unlimited
unlimited12 24 unlimited
Users with email accounts 12 24 unlimited unlimited
Free
CRM Integrated Email Accounts
57. Plan
Free Plus Standard Professional
Free $39/mo $99/mo $199/mo
Users
Business tool users
unlimited unlimited unlimited unlimited
unlimited12 24 unlimited
Pipelines 1 1 2 unlimited
Multiple Sales Pipelines
58. Plan
Free Plus Standard Professional
Free $39/mo $99/mo $199/mo
Users
Business tool users
unlimited unlimited unlimited unlimited
unlimited12 24 unlimited
Custom Fields no no yes yes
Custom Fields In Tasks
59. Plan
Free Plus Standard Professional
Free $39/mo $99/mo $199/mo
Users
Business tool users
unlimited unlimited unlimited unlimited
unlimited12 24 unlimited
Document lock no no yes yes
Document Lock