Teams | Collaboration | Customer Service | Project Management

April 2021

Bitrix24 Facebook Lead Ads Integration

More & more businesses today are using social media lead generation strategy to increase sales funnel conversions. Facebook Lead Ads is a great option to capture qualified leads easier. Use Bitrix24 CRM web forms in Facebook Lead Ads. When a client fills out a form on Facebook, information is automatically sent to Bitrix24 CRM, and a new lead is created.

Streamline Your Xero Invoicing With Bitrix24 Self-Hosted

Wouldn’t it be great to get your quotes and invoices sorted in both Bitrix24 and Xero and have matching automatically? Tired of double job creating the same document in 2 systems? Data sync between Xero and Bitrix24 Self-Hosted is now available in auto mode with Bitrix24 to Xero connector by Webbee Ltd.

New: Video Call Recordings From Desktop App

There is no doubt that having your meetings, discussions & screen demonstrations recorded can come in handy in particular situations. From now on video call recordings are available in Bitrix24. Note: you need to update Bitrix24 desktop app beforehand and click the record button during a video call.

The Best CRM Use Cases Beyond Sales Management

A CRM system contains plenty of information about the company's clients. You can check customers' profiles and the history of their interactions with your firm. You can analyze whether and how you meet their demands and what you can do to do it better next time. This will increase the loyalty of your audience and boost your revenue. In a CRM, business owners and managers can discover exhaustive data about sales conversions, proposals, meetings and so on.

Multiple currencies in Bitrix24 CRM

Bitrix24 allows you to use different currencies for financial operations. In the CRM settings, you can select the desired world currency from a predefined list or even add your own if needed. However, monetary transactions in Bitrix24 have several features that might make working with multiple world currencies difficult. To counter this, Bitrix24 partners have created a custom solution that facilitates the process of working with multiple currencies.

Steps to an Effective Sales Compensation Plan

When compiling a sales compensation plan, you need to take into account all the subdivisions of the organization. This is why the team of experts that determines sales compensation should include representatives from all departments. If you believe that a small team will be more efficient, consider inviting representatives from the following departments: It would be wise to invite independent experts to assess your sales compensation plan.