Bitrix develops and promotes corporate web applications and professional project management systems. Cloud service for Bitrix24 organizations is one of such products.
Any manager can register his company in the system, and later add other employees to the Bitrix24 personal account to work together on the task.
Personal account features
Employees added to the company page can perform the following actions through their Bitrix24 personal account:
- Discuss project details with the whole team in an online business chat.
- Arrange a video conference for four employees.
- Add tasks and control their implementation, assign performers.
- Systematize customer interactions using CRM.
- Invite new employees to the portal page.
- Store files and correspondence in the cloud service.
- Create a visual structure of the company's personnel structure.
- Exchange documents, make edits to them, watch the history of editing.
- Create calendar events.
- Keep track of hours worked.
- Start mailboxes from Bitrix24 and check mail from your personal account.
- Upload corporate photos to the photo gallery.
- Reward performers with electronic badges.
Registration and login to your personal account
You can go to your personal account through the official Bitrix24 website by clicking on the "Login" button on the right side of the site header. Login to the system is performed by entering an email and password or through a social network account.
The administrator signs up first and adds the rest of the staff later. The site carries out a two-stage registration for the administrator:
- Registration of e-mail and its confirmation OR authorization through an account of one of the social networks. Bitrix24 wants to make sure that you register your valid email address on the site. To do this, a letter is sent to him containing a link, the click on which directs you to the page with the company registration form and confirms the email address. If you register through a social network account, the system automatically gains access to the email address of the account and does not need to be confirmed separately.
- Registration of the company on the site. You are invited to fill out a detailed form and indicate the name of the company, your first and last name, the chosen name (subdomain) of the page on the bitrix24.ru portal and the password, and then read and accept the terms of the license agreement. If you have a promo code that allows you to get additional options in the system, you can enter it right there. By clicking the "Create" button, you create a company account in the application.
When registering via e-mail, it is better to carry out the second stage of registration immediately, without delay, since later, for authorization in order to create a company account, the system will require a password that has not been set. In this case, the system may not accept the new password obtained through recovery.
Quite a few people involved in entrepreneurship are probably not aware of the Bitrix24 application. What it is? What is it for?
general information
The Bitrix24 application is a customer relationship management and automation system. It can be applied not only to large businesses, but also to small and medium-sized enterprises. The article will evaluate both the positive and negative aspects of this system. So, let's define what Bitrix24 is used for and what it is.
Business processes, automation of interaction and optimization of employment of enterprise personnel - this system can be briefly described. It is a huge corporate portal that tries to cover almost everything that is possible. Here you can find social networking functions, build projects, negotiate tasks, manage staff, and much more. A very helpful guide is offered to all new users to help. We will not consider it, since this is beyond the scope of the article.
Usage rate
Reading reviews about the Bitrix24 application, it is difficult that among the negative, such a parameter as the need to buy a system is often overlooked. Alas, free use is not provided. There are two main options:
- purchase of a boxed solution;
- work in the cloud.
In the first case, a separate copy of the software product is purchased for subsequent installation on your own server. Working in the cloud means using the network resources offered by the company for the needs of the enterprise. In this case, connection to Bitrix24 can be made from anywhere in the world, if there was only the Internet.
If you familiarize yourself with the choice that is present on the official website, you will notice that there is also a free tariff plan. But do not rejoice ahead of time - these are rather than usable developments. It is important to understand that this is a whole multifunctional corporate system, so you shouldn't be surprised that you have to pay for it.
Initial installation
So, we already know what Bitrix24 is. We will now figure out how to use this system in business. So, first you need to start the workspace. This will display the general portal tools. Initially, the following components are presented:
- messages;
- my disk;
- tasks;
- the calendar;
- ribbon.
Many people are perplexed about this. Like, there is a working area of the Bitrix24 application, but there is no entrance to the control system itself! Where is he? we'll figure this out too. It should be noted that initially a list of functions is displayed to the user. And only after that you can enter the system itself.
Consequences
So, the user launched the Bitrix24 application. "What it is?" - his first thought. But over time, everything can be dealt with calmly. This approach of the company has both positive and negative sides. The first can be attributed to the fact that users receive much more than they planned, thanks to which they can deploy in full force. Initially, this arouses genuine admiration. But over time, the understanding comes that the presence of a large number of unnecessary tools makes it difficult for a person to move and work in the system.
In addition, the presence of additional functions always requires resources. And this despite the fact that they are not used! The problem with this system is that it is extremely difficult to remove unnecessary tools. This can only be done by programmers who specialize in Bitrix24. What does this mean for the average entrepreneur? If you want to modify the control system for your specific needs, you need to fork out for an additional specialist.
Opportunities
But, undoubtedly, the main advantage of the considered control system is its wide possibilities. So, it is aimed not so much at sales and enterprises as at other tasks. Some of them are considered necessary and extremely useful, for others they are rubbish. But if you read reviews about Bitrix24, then very often you can find complaints that in such cases human labor is used irrationally.
So, the user gradually scatters his efforts when he starts working with different possibilities that are provided by the system. And what Bitrix24 was bought for is gradually fading into the background. And instead of selling, the user starts storing files, writing messages, experimenting with options for controlling the working time for their employees, and so on. This is the disadvantage, according to people, Bitrix24 has. These processes, of course, can be minimized, but they can hardly be completely avoided.
Let's say a word about software
To consider the Bitrix24 application (what it is and how it works) without a software component is ineffective and of little value. But attention will not be paid to the entire complex, but directly to the control system. Indeed, a whole book can be written on the Bitrix24 product. And we are limited by the size of the article. So, initially it should be noted that Bitrix24 is a full-fledged portal. It provides ample opportunities for both ordinary users and administrators. It is important that the Bitrix24 application is monitored by an experienced person who understands what he is doing. After all, the administrator who will configure the program is faced with a large number of questions that need to be answered.
The end result and its quality largely depend on whether the clients themselves have decided what they need the system for and how it will work. Here, there is a module responsible for document management. This feature is definitely useful. But the transition to electronic document management requires a significant amount of time, effort and resources. Are businesses willing to spend it? Or can you disable this feature? But sooner or later (everything goes to that) you will have to use it. And what, then activate it again?
Work structure
Let's pay attention to the work of the sales management system. How is it going? The sequence of actions during the sale process looks like this:
- The system receives a request that someone wants to make a purchase. He, as well as the received contact details of the client (so far potential) are registered, and the free seller receives a notification about him. For this, both the system itself and the mail can be used.
- A potential deal is being created. On its basis, an invoice is generated, which is sent along with a commercial offer.
- After obtaining consent from the client and concluding a contract, a contact is created.
- Based on the data from clause 3, the sale is made out according to internal documents, the products are shipped and the payment is made.
- The deal is closed.
How is all this implemented?
To answer this question, let's look at the contents of the control workspace. As part of the sale process, three points are of interest to us:
- This includes people who are still not buyers, but have already shown a certain interest in the company and the goods or services it offers, so much so that they decided to leave their data.
- Contacts and companies. This includes those people and organizations that are in the process of processing. That is, their order is already being executed.
- Potential deal. Can create based on individual customers or contacts.
In general, any of these points can be used to implement the sales process. The main question is what will have to be filled in in this case (that is, what information should be indicated in the data blocks). To set up work with the system, it is practiced to invite specialists who work out organizational issues. For example, they often recommend splitting like this:
- Potential clients. People who are interested in the activities of the company, but have not purchased anything yet.
- Contacts. People who have already purchased something or are in the process of buying.
- Companies. The same as contacts, but at the level of legal entities.
Bitrix is a well-known developer of corporate web applications and project management systems. One of the company's products is the Bitrix24 cloud service. The functionality of the service includes a full set of tools for effective activities: calendars, social network, remote work with documents, chat, video calls, telephony and CRM. Bitrix24 service is needed to solve a wide range of tasks:
- creating a single workspace;
- ensuring prompt communication between employees;
- control and accounting of personnel working time;
- organization of work in remote mode;
- creating a centralized customer base, attracting new and retaining existing customers;
- analysis of individual and general business indicators.
The Bitrix24 service allows you to fix all tasks in a single system, appoint executors and project managers, distribute the workload between team members, and set deadlines. Bitrix24 is designed to carry out current affairs and implement long-term large-scale projects. Using the service implies registering a company in the system and opening a Personal Account. As a rule, registration is handled by the system administrator of the organization. He can subsequently add other employees to the Personal Account.
Functionality of the Bitrix24 Personal Account
Since the Bitrix24 service is primarily intended for effective communication, the functionality of the Personal Account ensures quick and clear interaction between company employees. In addition, the Personal Account serves as a storage, accounting and promotion tool. Thanks to the Personal Account, registered users can perform the following actions:
- Arrange a video conference with four employees.
- Discuss the nuances of the project in the business chat.
- Add new tasks, assign performers, set deadlines and control the workflow.
- Store files and business correspondence in the cloud service.
- Keep track of working hours.
- Create calendar events.
- Invite new employees.
- Systematize customer interactions.
- Exchange documents, edit them and view the revision history.
- Create Bitrix24 mailboxes and read mail from your Personal Account.
- Reward the best workers with electronic badges.
With the help of the Bitrix24 Personal Account, you can effectively coordinate business processes, optimize personnel management and automate the interaction between employees and customers of the company. The Bitrix 24 application has elements of social networks familiar to many. Thanks to this, the use of the Personal Account does not require special skills.
Registration in the Personal Account
To enter your Personal Account, you need to go to the main page of the official website and click on the "Login" link in the right corner. The system will offer two options: log in with your email and password, or through an account of one of the social networks. First, an administrator is registered in the Personal Account. The procedure is performed in two stages:
- The first stage is registering an email with its subsequent confirmation or authorization using an account on the social network. If the user specifies an email address, the system must check its relevance. To do this, an e-mail will be sent a letter with a link, which, when activated, sends the user to the page with the registration form. When you log in with your account, the email address is automatically verified.
- The second stage is the registration of the company. To create a Personal Account, you will need to fill out a form indicating the name of the company, as well as the name and surname of the person who is registering. Then you need to enter in the required field the name for the company page on the portal and come up with a password. To complete the registration, the user must read and accept the terms of the license agreement. The last step to create a company account is to click the "Create" button.
When registering via e-mail, it is recommended to immediately proceed to the second stage. If you postpone the completion of registration, the next time you log in, the system will ask for a password that was not recorded. When trying to recover the password, the system may refuse to log in.
Authorization in the Personal Account
When you next enter your Bitrix24 Personal Account, you will need to enter the e-mail and password specified during the registration process. If the password is lost, it can be restored by clicking on the "Forgot your password?" Link. A letter with a hyperlink to re-create the password will be sent to the contact email address.
You can log in to your Personal Account through your Bitrix24.Network social network account. After going to the social network site, you must specify the login and password from the Personal Account in the authorization form. When authorization is complete, the user should open the drop-down list in the upper right corner and select their company. After that, he can enter the Bitrix24 Personal Account.
Portal employees in their work with clients and contractors can use the network Bitrix24.Network The module must be installed on the portal Social services... Contact the administrator if registering in Bitrix24.Network fails.
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Bitrix24.Network- a network for business communications that brings together partners, colleagues, suppliers and other contractors in one environment, which allows you to minimize the use of various communication tools and keep the history of communication in one place.
Registration in the network is carried out at the link https://www.bitrix24.net. If necessary, you can link your accounts in other social networks to Bitrix24.Network, in this case you will be able to use your contacts from these networks.
Note: it is possible to bind the Bitrix24.Network profile to the user of the boxed version of Bitrix24 as an external social network (along with Facebook and others), and, accordingly, authorization through it.
The transition to the network page from the existing portals of the Bitrix24 service is carried out by the command My Bitrix24.Network page from the menu Personal page:
By this command, you will be redirected to your page on this network:
Bitrix24.Network is, in fact, a messenger with chat, voice and video calling capabilities used for business communications. All features of the messenger are available not only to Bitrix24 users, but also to those who were invited by the participants. The portal works in different languages.
Working with Bitrix24.Network
Working with the Bitrix24.Network messenger is absolutely similar to the normal Bitrix24 service, except for the Bitrix24.Disk capabilities, the transition to Live Stream and telephony. If you already have a desktop application installed, then it is better to communicate through it.
If messages from your correspondent were not delivered on time for some reason (you are not online, for example), then these messages will be sent to you by e-mail. The peculiarity is that messages will come in the language of the Bitrix24.Network interface that your client uses. For example, a client uses a Spanish interface, an email message will look like this (although the correspondence is in Russian):
From your personal page on the network, you can quickly go to any of your portals, create a new one and set the single sign-on parameters for all portals in which you work.
To combine accounts:
- Go to the page Single sign-on,
- Add all your accounts (e-mail + password),
- Set one of the main e-mail.
Attention!:
- Changing the password for your Bitrix24 corporate portal is possible only through your profile in Bitrix24.Network, link Edit profile.
- You cannot link more than 7 portals to your account.
Invitation to Bitrix24.Network
To invite colleagues to the network, just use the "Invite to Network" button and either invite by e-mail, or, if you have a contact in any of the social networks, find it through the search bar.
Bitrix24 is a complete set of tools for the fast and efficient development of your business.
The system allows you to solve many tasks:
- Create a single workspace for your company;
- Ensure operational communication between employees, exercise control over the performance of work;
- Communicate with colleagues and collaborate with external partners;
- Create a customer base and store all contacts in it, work with leads, attract new customers, conduct repeat sales and record all actions in the CRM system;
- Monitor transactions and keep all records of the organization;
- Automate your company's business processes.
This is just a small part of Bitrix24's capabilities!
In this article, we will tell you in detail how to create a personal account and enter the Bitrix24 system.
If you do not have your own portal yet, then to register in the system, go to the page official site of Bitrix24 and click "Entrance" > "Create Now" or "Create for free" in the center of the page.
Stage 1. First in Personal account need to register one from users or administrator portal. To do this, choose the appropriate registration option - via e-mail or social network.
After that, a letter will be sent to the specified e-mail address with a link to the portal, with which you can carry out login to Bitrix24.
Stage 2. Now you need to register a company. Fill out the form indicating the name of the company and the data of the user who is registering. Next, enter in the required field the name for the organization page on the portal and come up with a password. After accepting the terms of the license agreement, click "Create".
Attention! If you register via e-mail, it is better to proceed to the second stage of creating a Personal Account immediately after receiving the letter. Otherwise, the system will ask for a password that has not been fixed again. Thus, you will not be able to log into your Bitrix24 account.
How to enter your personal account?
To enter Personal account Bitrix24 go to the page the official Bitrix24 portal and click the button "To come in" in the upper right corner of the page. You will be able to enter your registered Bitrix24 corporate portal (by entering e-mail and password) or select the one you need from the previously created ones.
Also enter Personal Area you can use the site Bitrix24. Network... To do this, enter your email address and password from your account. By clicking on the button, you can select the desired account and start working in the system.
It's not scary if you suddenly forget your account password. Bitrix24 has a button "FORGOT YOUR PASSWORD?" by clicking on which, you can restore access to the system by e-mail.
If a colleague invited you to the portal, and you want to enter Bitrix24 for the first time, check your email. A letter with a link to enter the corporate portal will be sent to your e-mail. This link is one-time use, so you will need to create a new password. Ready! Start developing your business with Bitrix24.
