Bitrix24 is a constantly evolving and high complexity system. The software encompasses 4 main blocks:
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CRM
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External Communications
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Project Management
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Company Intranet
To get the perfect management tool you and your team need to become advanced users and navigate freely in the system. Smartly built processes are what make your Bitrix24 portal ideal for your business.
If you are already a savvy user, check out our training on workflows in Bitrix24!
WHY YOU NEED IT
Practice shows that holding initial training facilitates effective use of the system and yields instant results in terms of optimization and automation of your work.
WHY INFORMUNITY
InformUnity team has been implementing and customizing Bitrix24 for more than 10 years. Being a certified training provider we prepared a comprehensive course especially for Bitrix24 new users.
ALL YOU WANT TO KNOW
The course is held online for a group of 10-15 persons. After each session you get a recording and can spread the knowledge among other company members.
4 SESSIONS x 2 HOURS
Each course is unique and can be adjusted to match your company needs.
Core topics to be covered:
CRM
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CRM entities and their dependencies
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Activities in CRM
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Leads and Deals management
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Access permissions
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History, reports and CRM analytics
Client communications
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Email and telephony connection
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Lead channels setup
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CRM forms
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Your site integration
Project management
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Tasks and time-tracking
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Projects and custom filters
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Reports
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Workgroup tools
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Extranet
Intranet
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Chats and Feed
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Calendar
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Time management
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Supervisor tools
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Ready-to-use workflows
The scope will expand as we go based on your areas of interest. Best practice is to hold the training after the implementation process.
We will be happy to discuss your project!
Order the training
Make the software work for you!