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Meet Your New Bitrix24 October 2016 Presentation

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Overview of new features in Bitrix24 - live chat, open channels, mobile CRM, task and project management

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Meet Your New Bitrix24 October 2016 Presentation

  1. 1. Meet Your New Webinar will start at 11 AM EST
  2. 2. Meet Your New Dmitry Davydov, Bitrix24 CMO Yana Prokopets Bitrix24 SMM
  3. 3. #bitrix24 Questions?
  4. 4. While You Were At The Beach
  5. 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
  6. 6. Worldwide
  7. 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. 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. 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)
  10. 10. Open Channels In CRM
  11. 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. 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. 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. 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. 15. Open Channels Are Integrated With CRM CRM effortlessly keeps the entire history of communications in one place
  16. 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. 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:
  18. 18. • 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
  19. 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 • Website widget • Adaptable design Live Chat For Website Live chat is a part of open channels in Bitrix24
  20. 20. 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
  21. 21. 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
  22. 22. CRM Web Forms
  23. 23. • 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
  24. 24. • 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
  25. 25. 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
  26. 26. • 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
  27. 27. Say No To Manual Data Entry Let your website visitors fill your CRM for you.
  28. 28. Online Payments For Invoices
  29. 29. Простое подключение платежных систем
  30. 30. Online Invoice Payments • Receive invoice payments online • Create web forms with instant payments • Provide payment links inside open channels Coming Soon
  31. 31. Email
  32. 32. • 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
  33. 33. 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
  34. 34. Every employee can now connect their inbox to CRM
  35. 35. Each Email Is Registered As CRM Activity
  36. 36. Work With Email, Forget About CRM Bitrix24 will automatically sync emails and save all email exchanges to appropriate contacts.
  37. 37. Profile View
  38. 38. • 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
  39. 39. 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
  40. 40. What Else Is New
  41. 41. • 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
  42. 42. 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
  43. 43. Calendar Improvements • New event planner • Event planner in Activity Stream • Quick Google Calendar integration • Company calendar in cloud plans
  44. 44. • Document Lock (Standard, Professional) • Public download link restrictions (Standard, Professional) • Download all files as archive in Tasks and Activity Stream New In Bitrix24.Drive
  45. 45. How Much Are The New Features?
  46. 46. 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
  47. 47. 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
  48. 48. 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
  49. 49. 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
  50. 50. 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
  51. 51. 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
  52. 52. 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
  53. 53. Thank You
  54. 54. #bitrix24 Questions?

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