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Meet Your New
Webinar will start at 11 AM EST
Meet Your New
Dmitry Davydov,
Bitrix24 CMO
Yana Prokopets
Bitrix24 SMM
#bitrix24
Questions?
While You Were At The Beach
2012 20152013 2014 2016
Launched on April 12
Social Network
Tasks and Projects
Instant Messenger
Calendar
Workflows
CRM
Telephony
Drive
Documents
Mail
Telephony
CRM
Workflows
Tasks
CRM
Unlimited users
Bots
Open Lines
Tasks
CRM
Worldwide
bitrix24.ru
Russia, RUB
bitrix24.com
USA, USD
bitrix24.de
Germany, EUR
bitrix24.es
LatAm, USD
bitrix24.eu
EU, EUR
bitrix24.by
Belarus,
BYR
bitrix24.kz
Kazakhstan, KZT
Bitrix24 Localizations
bitrix24.cn
China, CNY
bitrix24.in
India, INR
bitrix24.com.br
Brazil, BRL
bitrix24.ua
Ukraine, UAH
bitrix24.ru
Russia, RUB
bitrix24.ua
Ukraine, UAH
bitrix24.com
USA, USD
bitrix24.de
Germany, EUR
bitrix24.es
LatAm, USD
bitrix24.eu
EU, EUR
bitrix24.by
Belarus,
BYR
bitrix24.kz
Kazakhstan, KZT
Bitrix24 Localizations
bitrix24.cn
China, CNY
bitrix24.in
India, INR
bitrix24.com.br
Brazil, BRL
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)
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 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
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 Routing
One 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:
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:
Meet Your New Bitrix24 October 2016 Presentation
• 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
• 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
Meet Your New Bitrix24 October 2016 Presentation
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
Personal
Talk 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
Email
• 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
Meet Your New Bitrix24 October 2016 Presentation
Meet Your New Bitrix24 October 2016 Presentation
• 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
ппулярный
CRMbot
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
Meet Your New Bitrix24 October 2016 Presentation
Meet Your New Bitrix24 October 2016 Presentation
Calendar Improvements
• New event planner
• Event planner in Activity Stream
• Quick Google Calendar integration
• Company calendar in cloud plans
Meet Your New Bitrix24 October 2016 Presentation
• 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?
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
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
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
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
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
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
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
Thank You
Meet Your New Bitrix24 October 2016 Presentation
#bitrix24
Questions?

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Meet Your New Bitrix24 October 2016 Presentation

  • 1. Meet Your New Webinar will start at 11 AM EST
  • 2. Meet Your New Dmitry Davydov, Bitrix24 CMO Yana Prokopets Bitrix24 SMM
  • 4. While You Were At The Beach
  • 5. 2012 20152013 2014 2016 Launched on April 12 Social Network Tasks and Projects Instant Messenger Calendar Workflows CRM Telephony Drive Documents Mail Telephony CRM Workflows Tasks CRM Unlimited users Bots Open Lines Tasks CRM
  • 7. bitrix24.ru Russia, RUB bitrix24.com USA, USD bitrix24.de Germany, EUR bitrix24.es LatAm, USD bitrix24.eu EU, EUR bitrix24.by Belarus, BYR bitrix24.kz Kazakhstan, KZT Bitrix24 Localizations bitrix24.cn China, CNY bitrix24.in India, INR bitrix24.com.br Brazil, BRL bitrix24.ua Ukraine, UAH
  • 8. bitrix24.ru Russia, RUB bitrix24.ua Ukraine, UAH bitrix24.com USA, USD bitrix24.de Germany, EUR bitrix24.es LatAm, USD bitrix24.eu EU, EUR bitrix24.by Belarus, BYR bitrix24.kz Kazakhstan, KZT Bitrix24 Localizations bitrix24.cn China, CNY bitrix24.in India, INR bitrix24.com.br Brazil, BRL
  • 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
  • 33. Email
  • 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
  • 36. Every employee can now connect their inbox to CRM
  • 37. Each Email Is Registered As CRM Activity
  • 38. Work With Email, Forget About CRM Bitrix24 will automatically sync emails and save all email exchanges to appropriate contacts.
  • 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
  • 52. How Much Are The New Features?
  • 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