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A Complete Guide to Bitrix24 CRM

Learn Bitrix24 CRM Tool to efficiently execute Customer Relationship related Tasks and Projects
Rating: 3.6 out of 53.6 (36 ratings)
3,671 students
Created by SkillTech Academy India
Last updated 11/2018
English
English [Auto]
30-Day Money-Back Guarantee

What you'll learn

  • Master working with Leads/Contacts/Companies and Campaign, working with Sales Funnel
  • Learn in Bitrix24 CRM working with Billing and Invoicing, Tasks and Calendars, Call Logs and Customer Support
  • Learn about Customer Relationship Management with the powerful SAAS based CRM software Bitrix24 CRM

Requirements

  • Knowledge of basic Business Processes
  • Concept of Cloud Based works and Software as a Service should be clear.

Description

The Topics we have covered in the Bitrix24 CRM Course are deep insight to User Interface, Settings, working with Leads/Contacts/Companies and Campaign, working with Sales Funnel, Billing and Invoicing, Tasks and Calendars, Call Logs and Customer Support. This course is for Business Administration Students and Corporate Employees who want to learn about Customer Relationship Management with the powerful SAAS based CRM software Bitrix24 CRM. This tool helps in dealing with daily business processes like managing Projects, Tasks, Campaigns, EMails, Support Centre, Sales Funnels etc. If you are a Sales Professional the with the help of Bitrix24 CRM you can efficiently follow Leads and convert them into Deals by sending Quotations. After that when the Purchase Order gets sanctioned by the Client you can also send an Invoice from a Central Control Panel. If you are a Marketing Professional with the help of Bitrix24 CRM you can efficiently create Campaigns and Promotional Projects and collaborate with others online and execute those projects. The system helps you to efficiently create campaigns and follow things up. If you are Support/Service Personnel with the help of Bitrix24 CRM you can efficiently follow up various Support Issues and Service Requests that has been generated by your customers. The system helps you to efficiently manage customer specific support request. If you are a Management Professional with the help of Bitrix24 CRM you can efficiently follow activities undertaken by various departments and pull reports on Work Progress and Sales Funnel etc. The system helps you to track all your employees business activities and progress from a central interface.

Who this course is for:

  • Business Administration Students
  • MBA Professionals
  • Sales and Marketing Professionals
  • Support and Service Centre Personnel

Course content

11 sections • 40 lectures • 5h 14m total length

  • Preview06:54
  • Preview08:39

  • Overview of Bitrix24
    07:56
  • Telephony and Private Cloud
    09:02

  • Pricing and Activation
    08:03
  • Plans and Pricing Continues
    09:44

  • User Interface
    06:43
  • Activity Stream
    08:17
  • Chats and Call
    08:00
  • Doc Designer
    07:57
  • CRM and Other Options
    06:40
  • Currency and Company Details
    07:42
  • Workflow Business Trip
    06:49
  • Widget and SIP Phones
    07:42
  • Global Settings
    06:58
  • May Task and Conversation
    07:06

  • Users and Departments
    07:44
  • Company Structure
    09:00

  • Work Groups
    09:03
  • Work Groups Continues
    08:57
  • Working with Tasks
    06:48
  • Invite New Employees Task
    08:03

  • Working with Calendar
    07:06
  • More on Calendar
    06:33
  • Working with Products
    07:25
  • Adding New Product
    07:47

  • Working with Leads
    07:17
  • Working with Leads Continues
    07:48
  • Working with Contacts
    09:22
  • Working with Companies
    07:28
  • Working with Quotes
    06:56
  • Hoe to Create Quotes
    08:25

  • Working with Deals
    08:53
  • Working with Invoices
    07:50
  • Sales Funnel
    07:42
  • Sales Funnel Continues
    07:56

  • Working with Reports
    06:49
  • Report name and Activity Report
    06:53

Instructor

SkillTech Academy India
Learn Tech Skills Online Anytime Anywhere
SkillTech Academy India
  • 3.4 Instructor Rating
  • 872 Reviews
  • 58,037 Students
  • 14 Courses

The SkillTech Academy, an Indian based company, is a specialist creator, publisher and distributor of high-quality courses. We offer online courses exclusively in Udemy as we believe that Udemy has the best e-Learning platform.

We believe that there is a huge gap exists between Academics and Practical Industry and we try to fill that gap through our skill based programs. We have been catering this area for some years visiting colleges and Universities and educating students about real life hands-on training. That experience has taken shape in our online courses and We have started offering a huge range of high quality courses which are practical hands-on. We bring together leading experts so you can learn from the best. Courses are created by trained educators and experts from the industry. SkillTech Academy courses and resources are trusted by many to develop and improve the skills. The emphasis is on teaching real life skills.

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