Total sales force management in Bitrix24 CRM

Bitrix24 goes beyond simply providing sales tools, such as CRM, and can be used for total sales force management, because it comes with a built-in human resources information system (HRIS).

Time Management

The time management system in Bitrix24 installs discipline in the work schedule without creating a high pressure atmosphere. Employees may be required to clock in to start their workday and clock out to finish it. Because Bitrix24 tracks IP addresses, managers can easily determine if a person clocked in or out from the office or home, and be alerted when someone was late to work or left early.

Workload Management

Employee workload planning in Bitrix24’s project management system lets you allocate time for each task subordinates are supposed to complete and after completion, compare the allotted time to how much has actually been spent.

Sales Reports

There are two types of work reports available in Bitrix24 for the sales force. CRM reports (based on Leads, Managers, and Invoices) can be used to see what each of your sales managers has been doing over a chosen time period - for example, how many calls or customer meetings took place last month. Daily, weekly or monthly work reports can be sent to supervisors by employees who aren't directly involved in sales so that their performance and efficiency can be assessed accurately as well.

Calendars

Private and shared calendars are available in Bitrix24 in order to coordinate sales activity and group projects, schedule meetings and discussions, or set up appointments with clients and prospects directly from CRM. Bitrix24 even comes with its own leave management system that allows your employees to schedule vacations, request time off or get approval for business trips.

More Features

Other tools that will help you manage your sales force and employees effectively available that come with Bitrix24 are Employee Self Service Portal, Recruiting Tools, HR Forms, and Dynamic Organizational Chart.

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Total document solution for CRM and other business functions.

The Bitrix24 CRM is fully integrated with document management. Documents can be added to CRM entities via their stream, commented on, shared and worked with. Importantly, Bitrix24 does not require MS Office or other suites to be installed locally in order to work with documents.

Document management system

The fully-featured document management system in Bitrix24 allows you to create, edit and share documents with your co-workers or outside users, such as contactors, freelancers or clients. Access to private and shared files is given in accordance to access rights. Online multiuser editing is supported through integration with Google Docs and MS Office Web Apps.

Workload Management

Employee workload planning in Bitrix24’s project management system lets you allocate time for each task subordinates are supposed to complete and after completion, compare the allotted time to how much has actually been spent.

Version History

Each document stored in a Bitrix24 library has a Change Log. When a new version of the file is uploaded, the previous version is not deleted, but rather saved such that it can be recovered at any time. The Version history also contains the time when the version was created and the user who created it.

Bitrix24.Drive

There are a number of tools that make working with documents in Bitrix24 easy and convenient. Bitrix24.Drive can be used as a free Dropbox alternative. It synchronizes personal, group and company files between your Bitrix24 and PC in both directions. Bitrix24 accounts come with 5GB of online storage for the free plan and up to 1TB for paid plans.

Files in Mobile App

Bitrix24 Mobile app allows to view documents and images. Everything, that you have access to on your Bitrix24 account - files stored on your Bitrix24.Drive, public files on Company drive, your workgroups files, etc. The following formats are supported: TXT, PNG, PDF, JPG, XLS, XLSX, DOC, DOCX, PPT, PPTX.

You can upload files from your phone to your Bitrix24.Drive or attach them to tasks or send to Activity Stream.

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Bitrix24 competitive review

With the development of information technology, its increased application in the organization of the business process has emerged. In order to manage and keep track with shifting modern markets, companies started to automatize its processes and improve internal and external communication, as a first postulate of agility to keep track with new trends. The implementation of complex, integrated business and information systems is the first step. This paper gives the  overview of Bitrix24 system basic functions as a cloud network solution that integrates the customer relationship management (CRM) with the information systems of the entire company.

Bitrix24 is an integrated business system, realized as an intranet network in the cloud environment, that connects multiple information systems of various business processes in the company. The base system is a CRM (Customer Relationship Management) system,  which requires joint efforts of all departments of the company, supporting marketing and sales business functions. Regarding the purpose and use of such systems, Bitrix24 is a compound system of customer relationship management.

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