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Услуга · Bitrix24 and portals

Bitrix24 rollout

Failures here are almost never technical. The system is built, the buttons work, and the managers keep tracking customers in a notebook. So we start not with settings but with a conversation about how your sales actually run and what really should end up in the system.

Send a request What is included
The pipeline
to match your process
Calls
audible on the record
Accounting
invoices and payments inside
Training
before work starts

What the work includes

We start from the process rather than the feature list. Switching everything on at once is the surest way to end up with a portal nobody opens.

Discuss the scope

Deal stages

The stages describe your real sales process rather than being taken from a demo template.

Record fields

We keep what is necessary. Every extra field lowers the chance of it being filled in honestly.

Telephony

The call is linked to the customer, the conversation is recorded and incoming calls are routed by rules.

Mail and enquiries

Enquiries from the site and emails land inside automatically, bypassing managers' personal inboxes.

Accounting integration

Invoices, payments and shipments are visible on the record, and nobody runs to accounts to check.

Permissions

We decide who sees what. The ability to export the whole database is not something everyone needs.

How it goes

A basic launch takes three or four weeks; with integrations and customisation, from six weeks.

01

The process

We look at how the sale runs today, where enquiries are lost and what is done by hand.

02

The build

Stages, fields, permissions, integrations. The necessary minimum first, expansion later.

03

Training

We run it before go-live and on the managers' real deals rather than invented examples.

04

The first month

We answer questions and adjust the settings based on what the users themselves say.

If the boss does not look at the system, nobody will. Managers quickly work out which data they are judged on and fill in exactly that. While the sales report is still assembled by phone and in a spreadsheet, any amount of portal configuration remains decoration.

Questions and answers

You need one person with authority, usually the head of sales. They settle disputes about the working rules and see that they are followed. Without that role the settings drift apart and within six months everyone works however they are used to.

With one pipeline and a short list of mandatory fields. Trying to launch sales, tasks, document flow and HR processes at once ends with nothing taking root. Expanding makes sense once the first part has become routine.

We migrate it, but with a clean-up: duplicates, stale contacts and records without a phone number only get in the way. Loading an unsorted spreadsheet of several thousand rows is a sure way to put the managers off the system in the first week.

More in this area

Open the area
Service Bitrix24 licences Choosing a plan, renewals, migration to the cloud Service 1C-Bitrix: Site Management licences Editions matched to the site's needs, and renewals

We will get Bitrix24 running

Describe how your sales work and how many people are in the team. We will propose the scope of the first stage without trying to cover everything.