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CRM

CRM Today Step #5: Bitrix24 Sites

During these live webinar series, we explain step by step how to set up core features of your business with the Bitrix24. Our 5th episode of the series is about creating your own website and establishing online presence using Bitrix24 Sites. In particular, we will speak on how to use templates and customise pages. Plus, we are going to connect widget and CRM forms to your CRM. If you struggle with Bitrix24 implementation, our best-certified partners can help. We will handpick the right partner for your project..

How to Test Salesforce Multi-Factor Authentication

Assuming you have correctly configured the user ids for MFA authentication in Salesforce, end-users should see the following screen when trying to login into the CRM application. The TOTP-based verification code is generated in third-party authenticator apps (Google or Microsoft) on your mobile device when you first scan the QR code or enter the key manually in the app. In this article, we’ll guide you through all the steps you need to set up our Salesforce MFA Web Sensor in your environment.

Configure Bitrix24.BI Analytics

Bitrix24.BI-Analytics is a new tool that allows you to use leading analytical packages to create reports in Bitrix24. Build PowerBI or Data Studio reports based on the CRM data (leads, deals, conversions, etc.) inside your Bitrix24 account (Bitrix24.BI-Analytics explained). Connect your analytics system and transfer data from Bitrix24. Then create a report in Microsoft Power BI or Google Data Studio, post it in your account and share it with your team.