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Bitrix24 Solution

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Thị Thảo Trường Lê
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Bitrix24 Solution

Uploaded by

Thị Thảo Trường Lê
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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CONSULTING AND

IMPLEMENTATION
BITRIX24 - CRM & BUSINESS
MANAGEMENT SOFTWARE
Content

1. Introduction to EQVN
2. Bitrix24 Digital Transformation Solution
3. Implementation Methods and Costs
4. Notable Implementation Projects
1
Introduction to EQVN
EQVN
Consulting Solutions and Implementing
Digital Marketing and Bitrix24 Projects

Address: 343 Pham Ngu Lao, District 1, HCM


EQVN - History of Formation and Development

● 2003: Company established


● 2009: Launched Digital Marketing
specialist training courses and
have been developing the training
sector since then
● 2015: Implemented CRM for
customer and business
management
● 2018: Officially became a Bitrix24
partner and continue to be so to
this day
●
Some Notable Clients
Some Notable Clients
Some Notable Clients (Real Estate)
Ability
Technical Team
- Our technical team has extensive experience gained from hands-on implementation in
various projects and internal training programs that enhance knowledge and skills
about products and business processes.
Building Processes According to Business Requirements
- Bitrix24 is a software that allows free configuration of business process modules. EQVN
has extensive experience in implementing various processes and business models for
enterprises, making it easy to develop new processes for businesses.
Integration
+ Bitrix24 has an open two-way API that allows integration with other software. EQVN has
built many integrations for its customers to use.
+ Other Working Software: Google Sheets
+ Communication Channels:Zalo OA, ZNS, call center, SMS Brandname, Aha chat,...
+ ERP:Netsuite
+ E-commerce: Haravan, Kiot Việt
+ Features: Import data, distribute deals by ratio, level, check for duplicate data, etc
2
Bitrix24 Solution
Compatibility

- Web Version
- Desktop Version
- Mobile Version
Multinational Language Support
Open API and Over 350 Integrations
- Use Open API to Connect Your Bitrix24
with Third-Party Applications or Services
- Get Integrations and Custom Solutions
from the EQVN Consulting Team
- Readymade Integrations with
QuickBooks, Xero, RingCentral, TextLocal,
and More
- Migrate Your Data from Asana, Zoho,
Pipedrive, Trello, etc.
- Over 100 Custom-Developed
Applications Available on Bitrix24 Market
CRM - Customer Relationship Management
Sales - Marketing - CSKH
Awareness Attract Consideration Purchase Advocacy

Strangers Visitors Leads Customers Promoters

Marketing Sales Service

Re-marketing, Lead Nurturing

www.truongvanquy.com
Webinar

16 www.truongvanquy.com
Lead Processing Workflow

New Classification Cold Warm Hot

17 www.truongvanquy.com
New Classification Warm

Naturing Re-pitch

New Evaluation Pitch Negotiation Close

Customer Service New Survey Interaction Re-sales To-Deal

www.truongvanquy.com
CONTACT

- Storing personal information records


- Storing customer journey
COMPANY

- Storing company information records


- Storing customer journey
DEAL - DEAL - CUSTOMER TRANSACTION
MANAGEMENT

- Managing transaction
information: products, customer
journey, necessary information,
etc.
- Customer responsible person
- Customer source
- …..
Set up KPIs by employee or by revenue
Create multiple types of data fields
● String
● List
● Date/Time
● Address
● File
……
Customer care
actions
- Comment
- Call
- SMS
- Email
- Task
- Calendar
- Visit Ghi âm
Automation Rules

Actions to support customer care:


- Assign responsible person
- Reminder notifications
- Send information/notification
emails
- Create tasks
- Create posts
- Create automatic schedules
- Notify the manager
- ……………..
CRM form
Access Permission
27

Access
permissions Set up
for
individuals/ role-based
departments permission
groups for
each
status/
process
Report

- Employee performance and


KPI reports.
- Self-configurable reports
based on usage requirements
Easily configure various types of reports as needed
MULTI-CHANNEL CONTACT CENTER
AND MARKETING FEATURES
MULTICHANNEL CONTACT CENTER

• Live chat
• Social media and messengers
Facebook, Instagram, etc.)
• Email, SMS, Phone
switchboard
• Support center
• Bitrix24.Telephony
• Set up widget
DIRECT CUSTOMER INTERACTION FROM THE SYSTEM
DESIGN A FULLY CONTENTED WEBSITE/LANDING
PAGE WITH JUST DRAG-AND-DROP ACTIONS

- Includes header
- Includes body section
- Includes registration
form section
- Includes footer

Chương trình đào tạo MARKETING MANAGER 4.0


MARKETING CAMPAIGN: Email, SMS, Messenger,..

- Create customer
segments according
to campaign goals
- Create campaign
templates
- Schedule campaign
launch
- Measure campaign
performance
CONNECT ADVERTISING CHANNELS
ADVERTISING CHANNEL REPORTS

- Marketing ROI metrics


- View complete customer journey
- Update costs automatically and
manually
- Accurate reporting of traffic
sources generating revenue
INTERNAL BUSINESS MANAGEMENT
Manage organizational chart

- Manage by departments/subsidiaries
- Assign feature/data access permissions
by individual/department/subsidiary
Calendar

● Personal, Department, Company


Calendars
● Public and private events
● Schedule events and send invitations
● Check availability of members and
meeting rooms
● Two-way synchronization with
Outlook and Google Calendars, etc.
Internal communication

● Create various types of group chats


● Unlimited call duration
● Invite external users to join your call
● Call recording, Custom backgrounds,
and Screen sharing
Quick communication via mobile app

● Mobile app enables fast and


convenient communication
anywhere
● Can notify tasks and information
on the mobile app
● Use features quickly even without
a desktop
Department/Subsidiary Workgroups

● Internal work
communication using tools:
● Feed: Post announcements,
recaps
● Calendar: Schedule
meetings
● Drive: Store data
● Task management
● Collaborate with
● Extranet users
Data Storage on Bitrix24’s Drive
● Store various types of files on the drive: Files created from Bitrix24
applications, Google ecosystem, or MS Office
● Assign multiple access permissions for both internal and external users
● Data is not lost even when employees leave the system
Knowledge Base

● Visualize Internal Training


Documents
● Assign access permissions
for employees
● Easily create and update with
drag-and-drop actions
Report

● Daily, Weekly, Monthly


Reports
● Customizable as desired
● Accept/Reject + Rate
reports
● Automatic reminders
and notifications
Task Management

● Tasks assigned to employees


with roles: Responsible person,
Participant, Supervisor
● Specific deadlines assigned
● Automatic reminder notifications
● Ability to measure overall
performance
Extranet Users

- Not Appearing on Company Org Chart,


Only Exists in Workgroups
- Can use most features within
workgroups: Feed (announcements,
polls, etc.), Create shared calendar,
Create tasks, Drive for group
documents
- Users within the system can easily
contact and connect with Extranet
users
CoPilot
- AI Chatbot Designed to Help Users
Perform Tasks More Quickly
- Available in many Bitrix24 features
such as Chat, Mail, CRM, Task, Feed,
Bitrix24 Site, etc.
- Can answer questions about using
Bitrix24 according to customer
needs
SPA Module

With the SPA Feature, You Can Easily:


- Build new processes according to
the specific requirements of each
business
- Create new data fields to manage
- Manage each task/employee card
by status
- Connect with Looker to build reports
3
Implementation
Methods and Costs
Bitrix24 Implementation Items
✔ Implementation consulting
✔ System installation
✔ Training & education
✔ System integration –
Custom code
✔ System administration &
operation
Bitrix24 Implementation Process

Installation
Prepare Trial Operation Operation
/Customization

1. Set Priority 3. Analyze & build 6. Trial operation 9. Data migration


Goals suitable processes 7. Adjust settings 10. Official operation
2. Organize 4. Structure the 8. Training and education
participating information data to be
personnel managed
5. Install and advanced
configuration
Budget
Bitrix24 License: Cloud/On-premise

System Installation
and Operation

Training for
staff/technical team
Communication Methods

- Zalo: Instant project information exchange


- Zoom: Weekly/monthly meetings to report implementation
progress
- Mail: Official reports and summaries of implementation issues
- Bitrix24 Live Chat: Technical support after the implementation
procesS
Pre- and Post-Implementation Support
Post-Implementation Training on Demand Warranty for integrations built by EQVN

User guidance through documentation and Technical support after installation via live
video tutorials chat

Knowledge and new feature updates Operational and development consulting to


optimize the system before and after use
WHY SHOULD BUSINESSES CHOOSE EQVN FOR
BITRIX24 CONSULTING AND IMPLEMENTATION?

✔ EQVN is an official Gold Partner authorized by Bitrix24 in Vietnam with over 6 years
17 năm kinh nghiệm thực
of experience in Digital Transformation and CRM application
thi for businesses.

✔ EQVN has a reputable 19-year track record in training, consulting solutions, and
implementing Digital Marketing for businesses.
✔ EQVN employs a consulting and implementation method that combines training and
technology transfer, making it easy for businesses to adopt Bitrix24.
✔ EQVN has built a technical team that accompanies and supports businesses
Chứng chỉ giá trị toàn quốc
throughout their use of Bitrix24.
Sử dụng để ứng tuyển tại mọi doanh
nghiệp
4
Notable Implementation Projects
ECOGEN

● Sales Management - CRM


● Internal communication
● Leave requests
● IP-based attendance tracking
● Annual leave management: automatic
deduction of taken leave, monthly leave
accrual, seniority leave accrual
● Training for employeeS
EIU

● Class and Course Management Process


● Enrollment process
● Customer marketing
● Multi-channel connection
● Digital Marketing campaign training, user
training
Smartland

- CRM Implementation -
Customer Management
- Training for employees
- Integration of customer
interaction channels
EPAN

● Data Distribution Process by Employee


Level and Project**
● Department linkage
● Customer care process
● Multi-channel connection
● User training
Răng Hàm Mặt
- Customer Management on CRM:
Scheduling Consultations, Follow-up
Appointments, etc.**
- Customer care process
- POS integration
- Integration of interaction channels:
Fanpage
- Integration of telephone and SMS
systems
- Google Sheets integration
- Building a reporting dashboard
Thank you for your interest in Bitrix24
Don't hesitate to contact us if you have any questions
or need further discussion

I hope this help


CONTACT US
Phone: 0283 836 5255
Email: [email protected]

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