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Meet Your New
Webinar will start at 11 AM EST
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Meet Your New
Dmitry Davydov,Bitrix24 CMO
Yana ProkopetsBitrix24 SMM
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#bitrix24
Questions?
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While You Were At The Beach
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2012 20152013 2014 2016
Launched on April 12Social Network
Tasks and ProjectsInstant Messenger
CalendarWorkflows
CRM
TelephonyDrive
Documents
MailTelephony
CRM
WorkflowsTasksCRM
Unlimited usersBots
Open LinesTasksCRM
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Worldwide
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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
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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
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Omni-channel CRM
Multiple sales funnels in CRM
New Mobile App
New tasks
New event scheduler (Activity Stream)
Bitrix24.Drive
New Bitrix24
1
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3
4
5
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7
8
9
10
11
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Open channels
Website live chat
CRM web forms
Online Payments (Invoices)
New email Integration
360 View (Client Profile)
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Open Channels In CRM
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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
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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.
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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
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• 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
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Open Channels Are Integrated With CRM
CRM effortlessly keeps the entire history of communications in one place
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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:
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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:
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• 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
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• 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
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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
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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
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CRM Web Forms
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• 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
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• 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
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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
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• 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
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Say No To Manual Data Entry
Let your website visitors fill your CRM for you.
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Online Payments For Invoices
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Простое подключение платежных систем
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Online Invoice Payments
• Receive invoice payments online
• Create web forms with instant payments
• Provide payment links inside open channels
Coming Soon
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• 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
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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
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Every employee can now connect their inbox to CRM
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Each Email Is Registered As CRM Activity
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Work With Email, Forget About CRM
Bitrix24 will automatically sync emails and save all email exchanges to appropriate contacts.
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Profile View
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• 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
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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
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What Else Is New
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• 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
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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
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Calendar Improvements
• New event planner
• Event planner in Activity Stream
• Quick Google Calendar integration
• Company calendar in cloud plans
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• Document Lock(Standard, Professional)
• Public download link restrictions(Standard, Professional)
• Download all files as archive in Tasks and Activity Stream
New In Bitrix24.Drive
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How Much Are The New Features?
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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 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
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PlanFree 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 Freeunlimited1 2 4
CRM Web Forms
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PlanFree Plus Standard Professional
Free $39/mo $99/mo $199/mo
Users
Business tool users
unlimited unlimited unlimited unlimited
unlimited12 24 unlimited
FreeOnline Invoices unlimited unlimited unlimited unlimited
Invoices With Online Payments
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PlanFree 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 unlimitedFree
CRM Integrated Email Accounts
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PlanFree 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
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PlanFree 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
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PlanFree 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
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Thank You
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#bitrix24
Questions?