Bitrix24 Spring 2017 Release Presentation: new grid, filters, kanban, face recognition and much more!

1. Meet your new
Bitrix24 Spring 2017 Release presentation will start shortly

2. Dmitry Davydov
Chief Marketing Officer
Dmitry Valyanov
President, Co-Founder
Yana Prokopets
Social Media Manager

3. Launched April 12, 2012

4. 12
domains
12
languages
.COM .DE .ES .BR .FR .EU .CN .RU.IN .UA .KZ .BY .TR* .PL*
14
datacenters
300
servers

5. 2,000,000+Companies registered worldwide

6. Free.Unlimited.Online.
Your Company. United
Calendars
B24.Drive
Document management
Open Channels
Social network
Chat
Telephony
CRM Tasks and Projects
Mail
Workflows
Marketplace24

7. Communications Tasks and Projects
Open ChannelsCRM

9. 2013 2014 2015 2016 2017
Bitrix24.CRM

10. The Best CRM Software of 2017

11. Accounts work with
Bitrix24.CRM
Bitrix24.CRM
42%
Selected CRM
as primary tool
48%

12. Lead, deal,
contact management
Email
marketing
Telephony
CRM-forms
Integrations
Kanban
Client profile
Online invoices
Marketing automation
Multiple pipelines
Ecommerce plugins
Face-tracker
Visits
Reports &
analytics
Website widget
Project catalog
Mobile CRM
Access log
CRM
FREE

13. Simple idea behind Bitrix24.CRM
Messengers
and social
networks
Email
Phone
Website live chat
Comments
Office visit
Callback requests
Website forms
Call logging
1
2
51
Call recording
Call rating
Bitrix24.CRM

14. Powerful can be easy to use
Turn Your Bitrix24.CRM On

16. Winning CRM game!
Good CRM stores client information. Great
CRM tells you what to do with this
information and when to do it.
If someone can be forgotten, it will be
forgotten. Reminders are a must.
If you don’t control your routine, your
routine will control you.
You need to set your business process
only once. After that you only need to
follow the template

17. Counter = Requires attention
Beat The Counter 
Bitrix24.CRM tells you
what to do
No counters = no
problems

18. Activities for today
Overdue activities
No activities planned
3 counter types

19. Agent activity counters
Agent efficiency (sales)
Agent load
Supervision
New CRM reports for supervisors

20. Modern CRM
Quick search
Relevance
Smart filters
Single screen
Visual
360 degree view
Customizable

21. New Grid
Fast, simple, adjustable
Fully customizable grid
Pinned upper menu
New elements are added without
reloading
Smart scroll for grids that don’t fit
all columns on a screen
Smart group actions

22. Smart search
Searches ‘on the fly’ without
reloading page
Guesses what you are looking for
when you start typing someone’s
name, email or phone number
Search multiple elements without
special symbols (separated by
space)
Pre-set and custom filters

23. Kanban view in CRM
Search and filter
Smart scrolling inside columns
Full screen view mode
Animated new element
Supervisor mode

24. Client Profile
Everything about client in deal, lead, company or contact

28. Client Profile
A single page that contains client information,
deal history and all past activities. Data added or changed ‘on the fly’, without
reloading
Timeline view
New activities added automatically
Entire history of communications
Call, chat or send emails right from the client
profile.
Only fields that are filled out are displayed
Separate section for other contacts from
client’s company

29. CRM with Sales Automation
You need to configure sales and marketing automation rules only once.
The counters and notification will show your CRM agents what needs to be done next.
RULES – automatic actions inside
CRM that push clients down the
sales funnel.
TRIGGERS – signals for CRM that
lead or deal is ready for the next
stage.

30. New Automation Rules

31. Re-Assign Responsible
Selects responsible
from the queue.
When changing stage or
certain condition is met.

32. Send Email
Email automation
Visual editor
HTML templates
Attachments

33. SMS-apps
SMS providers wanted!
Open API

34. Advertising Networks

35. Conditional Rules
All rules support
conditional logic:
For example, leads from selected
sources will create deals for
selected pipelines

36. Wait Rule
The ‘do nothing’ rule. For
instance, «wait for 2 days»
or before client does
something.

37. CRM Lite
vs
Classic CRM

38. What are leads?
If you use Bitrix24 for sales tracking, you
may not need leads
Many clients want to use CRM only for
contact management, they don’t work
with leads
In some industries inquiry = guaranteed
sale. No lead creating necessary
If you use Bitrix24 for client support, you
may not need leads
Lead is anyone who might become your client.

40. All incoming=contacts or deals
Leads will be hidden from the menu
The leads are kept, but bot will
automatically convert them to contacts and
deals without anyone noticing.
You’ll be able to connect source to a deal
pipeline
You’ll be able to turn Leads back on at any
point in time.
Basic CRM (Lite Mode)

41. OPEN CHANNELS

42. Free.
Integrated with CRM.
Open Channels
Facebook
Messenger
Facebook comments
GroupMe
Website chat
Telegram
Callback
Website forms Viber
Skype
Youtube
Bitrix24.Network
Instagram

43. Open Channel
Advantages
Supports most popular networks and
messengers
Free without conversation limits
Integrated with CRM
Available in cloud and on premise

44. Jan 2017 May 2017
As soon as Whatsapp makes API available 
Messengers Are On The Rise

45. Custom Greetings
Increases
conversion
Matches your
website

46. Conversation Ratings
Great way to improve
service and build KPIs
for your contact center
Client rating
Like / Dislike
All ratings are
accumulated inside
Open Channel reports
Supervisor rating
5 Stars
By clients and supervisors

47. Automatic contact
information request
If all agents are offiline, client can leave
their email address and receive reply via
email.
Client is also able to forward the
entire chat conversation to his or
her email address (which you get
to keep in your CRM).
Bitrix24 asks client’s name, email and
phone number automatically.

48. BITRIX24.TELEPHONY

49. Bitrix24.Telephony
14 000companies use
telephony
9 500calls each hour
7 600numbers rented
55countries
$4local US
number
$6toll-free
number

50. New CRM Caller ID
Minimized during call
Clients and partners can integrate
marketplace apps inside
Can be fully customized

51. Automatic
Call Transcription
Automatic call recording to text
transcription for 80 languages
Distinguishes client and agent
voices
Search through transcriptions
Money deducted from your telephony
credits ($0.05/min)
CLOUD SPEECH API

52. Interactive Voice Response
Unlimited IVR menus (Bitrix24
Professional)
Upload your mp3 file
Text to speech (80 languages, male
or female)
Forwarding to user or queue groups
Forwarding to internal extension

53. AUTOMATIC DIALER

54. Pick your flavor
Bitrix24.Telephony
Marketplace apps
SIP-connector
Asterisk, 3CX

55. Asterisk & 3CX
Free!
Direct connection between Asterisk/3CX
and Bitrix24.
In cloud and on premise
All Bitrix24 scenarios supported
informUnity

56. Telephony API
Any telephony provider can offer their services to 2+
million companies registered with Bitrix24
Integration without the middle man
SIP-connector purchase not necessary
Telephony works exactly how you have it set up on
your side
API documentation available
Calls go through your telephony provider of choice

57. Telephony, SMS providers
wanted! 

58. TASK AND PROJECTS

59. Bitrix24.Tasks
26%
Use Bitrix24 exclusively
for task management
Tasks completed
In Bitrix24
67 000 000

60. Task is just a click away
from any Bitrix24 page
from tasks
from Activity Stream
from chat
from email
from Open Channels (tied to CRM
record of the client)

61. Task list
Fast, simple, adjustable

62. New search in Tasks
Smart search
Customizable grid
Slider form
Drag & Drop in task list

63. KANBAN
virtual board for managing tasks and projects.
shows all stages of the process from start to
finish

64. Kanban for tasks/projects
Creator and responsible
Deadline
Comment counter
Files
Checklists
Custom stages (can create
template for your company)

65. The world’s only
free project management platform that gives you Kanban,
Gantt, task dependencies and time tracking

66. TASK PLANNER

68. FACE RECOGNITION

69. Doesn’t store personal data
Bitrix24 – the only CRM
with face recognition
Word’s leading face recognition
technology
Able to recognize sex, age and
ethnicity

70. Face-tracker
Automatically
tracks this
information
inside CRM
Counts visitors in
store or office: new
vs returning.

71. Free app for Bitrix24
Professional users
Works on any Android
device
Bitrix24.Time
Tracks who’s in the office now
Records clock in/out time and
breaks
Doesn’t require employees to
log into your Bitrix24 account
Based on face recognition
Working time management
Can’t be cheated with a
photograph or a video

72. COMMUNICATIONS

73. Communications inside Bitrix24
likes
20
million
activity stream posts
540
million

74. Internal Communications
Activity stream
Chat
Videoconferencing
Bitrix24.Drive
Workgroups
Appreciation badges
Polls
Document management
Workflows
Mobile
Search

75. Smart search
Search throughout the
Activity Stream
Instant results
Indexes new content as soon as
it’s added

76. Project chat

77. NEW BITRIX24.DRIVE

78. Syncing for large volume of files and XXL
folders
Bulk file renaming
Frequent renaming for files and folders
New Desktop App
We did test loading that involved 1,000,000
documents
19 hours to download
48 hours to upload

79. New Bitrix24
New CRM New Tasks
Open ChannelsCommunications
New Start CRM page
Counters
New grid
Smart search
Client profile
New automation
New grid
Kanban for tasks
Kanban for projects
Smart search
Planner
Shared templates
Ratings
Contact information request
Smart search
Bitrix24.Time
Face-карт для 1С
Automatic dialer
IVR
Transcription
And much more 

80. ON PREMISE BITRIX24

81. Bitrix24.CRM
Everything a sales department needs
CRM
Telephony
Open channels
Tasks and projects
Activity stream
Calendars
Document management
Marketplace, desktop and mobile apps
Limitations: no extranet users, no
helpdesk, 12 users max

82. New On Premise Editions
Business 50
CRM
Business 100
Business 250
Enterprise 1000
Enterprise Unlimited
$1,490
$2,990
$4,990
$8,990
$24,990
$59,990
50 users
12 users
100 users
250 users
1000 users
Unlimited users
Bitrix24

83. When do sales start?
May 1, 2017
Clients using Bitrix24 BizPace and BizPace Enterprise can upgrade free of charge to
new editions.

84. New distribution file
Can be installed on your PC or
a remote server
Virtual appliance + installation
file
Deployment ready for
Windows, Linux and
Mac-environments

85. WHEN DO I GET NEW
BITRIX24?

86. MARCH: APRIL:
IVR
Automatic dialer
New CRM grid
CRM Smart search
Chat ratings
Contact information request
Task smart search
Roadmap
New features are released as they are completed
5% 25% 100%
MAY-JUNE:
CRM Profile
Kanban in tasks
Task planner
AS smart search
Bitrix24.Time
everything else

87. Developers, Developers,
Developers!

88. THANK YOU EVERYONE 
It’s been amazing five years!