
Explore how Bitrix24 functions as a cloud CRM and company intranet, providing tasks, calendars, email, document management, drive, social network, chat, telephony, and group collaboration.
Explore Bitrix24 CRM pricing across cloud and self-hosted plans, compare free sign-up, data allowances, telephony credits, and features like CRM, automation, and project management.
Explore how to use the activity stream in Bitrix24 to send messages to all or selective employees, attach files, run polls and announcements, and manage clock in/out and conversations.
Explore setting up website widgets and sip phones within Bitrix24 crm, including widget options, crm button, open channel, and telephony for calls and customer interactions.
Learn to manage tasks in Bitrix24 CRM by creating tasks, assigning responsible parties, setting deadlines, attaching documents and pictures, and linking tasks to projects.
Explore calendar and tasks in Bitrix24 CRM, create events with YouTube videos or links, and manage attendees from marketing and sales for a London trade fair.
Learn how leads convert into companies or accounts and generate contacts in Bitrix24 CRM, including sources, statuses, and opportunities. Connect email and telephony to capture lead data.
Create a quote for crm training, convert it into a deal, and generate an invoice in Bitrix24 crm, detailing products, currency, and net seven payment terms with Plan-B.
Learn to manage the crm in Bitrix24, moving from quotations to invoices, creating deals, and navigating the sales funnel stages, pipelines, and conversions.
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.