Bitrix24 - one of the best CRM systems on the market

"Cieľom podnikania je prilákať a udržať zákazníka" (Peter Drucker)
Bitrix24 obrázok 1
Day after day, a number of new small and large businesses are growing in the market. Every entrepreneur opens his business with a profit prospect. And therefore, businesses want to become increasingly different from their competitors. The best way to differentiate yourself from your competition is to have a perfect understanding of the needs and wishes of your customers, a personal approach to your customers, and an excellent level of service.

Do you think it is possible to know and fulfill the needs and wishes of all customers if the company has thousands of them?

Yes, it is possible and very simple with CRM systems. If you are interested in, we will introduce to you one of them.

WHAT IS CRM SYSTEM?

CRM (Customer Relationship Management) we have introduced customer relationship management systems in the previous article (see HERE). Their advantage is that they enable the enterprise to acquire, collect, sort and process large amounts of information about its customers. On the market you will find a wide range of different CRM systems, which is also dealt with article (see HERE) comparing several CRM systems. However, in this article, we will only address the number one in the market between CRM systems, which is Bitrix24.

WHAT IS Bitrix24?

Bitrix24 obrázok 2
Bitrix24 is a handy online business management solution for any business size. Established in 1998 in the US, it is still used by over 5 000 000 organizations worldwide. It is a highly secure, turnkey intranet solution designed to streamline collaboration, communication, business processes using knowledge management and social networks.

Bitrix24 can be used in cloud or can be installed on the enterprise server. Bitrix24 can be connected from anywhere, you need just the internet connection. Mobile and desktop applications for Android, IOS and Windows are developed for Bitrix24 software. Bitrix24 is also a CRM system that provides businesses with a platform for organizing and tracking interactions with potential or existing clients and partners.

WHO IS THE BITRIX24 CRM SYSTEM INTENDED AND WHAT DOES IT COST?

Bitrix24 is designed for businesses of all sizes. However, it has come up with small businesses by offering them free software. This free software is available for 12 users offering a 5GB storage. The price for other businesses in the cloud version is up to € 200 per month (regardless of the number of users and storage size), which is unimaginable lower than the amount that businesses pay for mobile flat rates. But let's finally look at what specifically the Bitrix24 CRM system can offer you.

FEATURES IN BITRIX24 CRM

Funkcionality CRM v Bitrix24 obrázok
What makes Bitrix24 the absolute best free CRM software?

  1. As mentioned above, all features in the CRM module are really free for 12 users, which most free CRM software can't offer. These features include a customer and contact database, customer segmentation, bidding, quoting, ordering and invoicing.
  2. It also offers the free version of Bitrix24 either in cloud or on server.
  3. Within Bitrix24 CRM comes free email and sms marketing and a virtual call center.
  4. Also, free to create templates (such as contact, order, email, or invoices) and even include a website creation tool.
  5. In addition, it offers free storage of documents, folders, customers, contacts, products, bids, quotes, orders and invoices.

Imagine opening a hairdressing saloon. It is easy to complete a hairdressing course, get a certificate, arrange facilities and equipment. However, getting customers is worse. A database of loyal customers with their personal data is the most valuable thing you can get. However, it also has one hook. In order for a database to become a full-fledged tool for managing your business, it must meet three basic conditions:

1. It must contain relevant and up-to-date customer information.
2. It must be able to sort customers into target groups.
3. It must be used on a regular basis, that is, reaching out to customers and staying in touch with them in the long term.

The third point is the most problematic. If you have 20-50 customers in your database, you will still be in contact with them. But how would you reach 1000 customers and more? It is not possible without an automated CRM system.

CUSTOMER DATABASE AND CONTACT DATABASE

Databáza zákazníkov a databáza kontaktov obrázok
One of the CRM systems that can reach several hundred or thousands of customers is Bitrix24. In the Customer Database module, Bitrix24 will help you truly track your customers and all your contacts effectively. Potential customers or contacts can be entered into the CRM system either manually or imported via CSV file or external sources. For each customer, all available information is stored in the Bitrix24 customer database. These are billing information, business opportunities, quotes, orders, invoices, and more. The Bitrix24 CRM system enables all authorized users to view the history of customer communications and to identify all interactions with him. Authorized users will be the users to whom the administrator grants access rights.

CUSTOMER SEGMENTATION IN CRM SYSTEM BITRIX24

As you know, always reaching out to all potential customers is inefficient and even counterproductive. It is preferable to classify individual potential customers into multiple groups, so-called. segments with similar characteristics. This makes it much easier to reach out to groups of divided potential customers. In addition, the customer database in the Bitrix24 CRM system can always offer you up-to-date information about your market, allowing you to respond quickly and easily to its requirements. Customer segmentation in Bitrix24 is based on various analyzes. It is mainly used for sending individual or bulk email or messaging campaigns. By using email and SMS marketing, you can further analyze the effectiveness of your campaigns with conversion rates and create your own reports.

QUOTES IN CRM SYSTEM BITRIX24

Vystavovanie cenových ponúk obrázok
Quoting is part of the success of any business. Quality quotes can affect your business reputation and your profits. Therefore, if you lose the time you would use to make full-fledged quotes, you no longer have to do it with Bitrix24! Create quotes conveniently and then simply invoice them! The Bitrix24 CRM system offers free quotations.

The goal of the quoting module is to facilitate and accelerate the entire quoting process. Creating a quote is an intuitive process, so it can be handled by an ordinary user without any problems in a very short time, even in accordance with the corporate identity of the business. Bitrix24 can work with multiple currencies and languages. The VAT and excise duties of individual countries are already prescribed in this CRM software.

In order to create quotes, you must first prepare your quotes once. To do this, you first need to add your products to the Bitrix24 CRM system, and then prepare a quote template, including a stamp and an electronic signature. Quotes will be automatically numbered. In addition, Bitrix24 offers a unified store for quotes that are displayed based on user rights. Thus, in this CRM system, you can get a perfect overview of your in-process quotes and anticipate the development of business goals.

ORDER EVIDENCE IN CRM SYSTEM BITRIX24

Orders are one of the most important documents of any business. You can imagine how much work it takes to receive, create and register orders. The Bitrix24 CRM system makes it easy for you to work with orders and automate business processes, saving you a lot of time you can spend on more meaningful activities.

External orders and projects from your customers or suppliers can be stored in a folder with the Bitrix24 CRM system as soon as it is received . In the order logging module in Bitrix24, you can determine the number of pending orders and easily track inventory availability over time with a number of tools for automated optimization.

Bitrix24 enables Internal Orders and Customer Orders to create quickly and easily based on a pre-prepared ready made order template. Even there is a possibility of direct generation of orders by supplier. The Bitrix24 CRM system also allows you to track which orders have not yet been billed.

INVOICES IN CRM SYSTEM BITRIX24

Vystavovanie faktúr obrázok
Whether you are a business, entrepreneur or sole trader, you must issue invoices for your services. It is also possible to issue invoices correctly with the help of Microsoft Word or Excel, where you issue invoices manually. However, we have good news for you. You no longer have to worry about creating and updating tables every time you issue one invoice because the Bitrix24 CRM system does it for you! Even adding important data to the invoice, offering a price list, verifying the solvency and also reminding you of the payment of the invoice. Because, Bitrix24 issues professional invoices for free. Bitrix24 will help you with billing and therefore:

  • issue personalized invoices based on quotes along with electronic signature and stamp based on customer database data,
  • saves invoices in PDF,
  • email invoices directly to customer addresses from contact database,
  • prints invoices directly from a web browser,
  • automatically charges VAT,
  • performs re-invoicing,
  • checks past due invoices,
  • sends overdue invoice reminders,
  • checks the payment of invoices while calculating how much money has not yet been paid.

In addition, the Bitrix24 CRM system allows management to obtain information about unfinished transactions, the number of deals that individual vendors / sales representatives have made, the number of unbilled customers of individual vendors, the total invoiced amount or evaluation of individual vendors / sales representatives compared to others based on paid invoices.

As you have found out, the Bitrix24 CRM software knows really a lot. Be sure to build on Bitrix24 not only to satisfy the needs and wishes of all customers, but also to save a lot of time for yourself and your business colleagues! For more information, please contact us. We are here for you!
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