Preparing for a conversation with a Bitrix24 partner

4 March 2021

next article
Slava Nahnybida

PR manager

Slava Nahnybida
Preparing for a conversation with a Bitrix24 partner

Time is not only money, but it's always good when its consumption is proportional to the result you get. We value your time as well as our own, so we have prepared an article about how to prepare for the first conversation with a Bitrix24 partner. Over many years of successful work in the market, we have seen made sure that all customers and businesses are different, but most relationships start almost the same way. Moreover for the first impression to be positive for both parties and it grows into a long and productive business relationship, let's prepare for the first contact together.

Start at the beginning

Oddly enough, this is exactly what you should do. A meeting with your partner – online, on the phone, or in-person – is not a psychic session and your contacts are unlikely to know anything about the specifics of your business. Of course, the partner representatives themselves will ask questions, the first of which will be: "Please tell me about your business." As you understand, this is not out of idle interest, and the more detailed you describe your business and the tasks you want to assign to Bitrix24, the faster you will get help in choosing the right plans. It is important because many customers are not aware of the implementation.

A must-know

And so, on the basis of a detailed description of your business partners will already be able to make preliminary conclusions about the upcoming project, the necessary functionality and possible business processes. Next, you need to be prepared for the questions, which will determine the amount of the future check. Here is a checklist of the most important points with 1. an explanation of their meaning:

  1. The number of Portal users. The tariff plan directly depends on it. In addition, you need to clarify the access rights of employees or entire departments to different elements of the software and whether all employees should be full-time. Some of the Bitrix24 plans allow working with extranet-users, and in some cases, this plays into the hands of the customer. One of such Avivi cases is this project.

  2. The main tasks of Bitrix24 and its components. This software is a wide range of tools for modern business, so there is a lot to choose from. In most cases, Bitrix24 is used as a CRM system for sales and working with clients. However, many people, especially large companies, are interested first of all in ERP capabilities, i.e. in company management, and CRM is not concerned at all.
  3. Plans, at least roughly, for the foreseeable future. Any Bitrix24 cloud-based plan can be paid for a maximum of 2 years in advance – in which case you will get the maximum and tangible discount. You should always keep this in mind, especially when you're on a budget. But if you have far-reaching plans for business development or its further scaling, then maybe it makes sense to think about the boxed edition, where there are always more opportunities?
  4. Certain processes automation. Bitrix24 is needed to facilitate work, increase its speed and efficiency with automated algorithms. And if you start using the software, it makes sense to put more work on the shoulders of robots. The logic of automated business processes is entirely invented and implemented by partners. But the very essence and steps are explained by the customer. A good example is our case for a customer from Toronto, Ontario.
  5. Integrations. Finally, and no less importantly point on the checklist – is the story of all the necessary integrations, that is, setting up links between Bitrix24 and other IT products of your business. Often customers come to partners with a ready site that needs to be integrated, or with a business telephone system that they have been using for a long time. But there are cases when customers have very rare and little-known or even home-made software which must be integrated with Bitrix24. In this case, be prepared that you have to provide more detailed information about the programs, and partners need to spend more time to assess the integration, which will go to study the functionality.

Let's test it in practice

Therefore, you, as they say, took a "young fighter course" before the meeting with the Bitrix24 partners. We hope that this article will help you to structure the information so that the meeting will be most productive. And if you are in search of a partner – let's try to talk. Sign up for a free consultation in the form on the site or suggest a time in an email to

Get more with Avivi!

Similar articles
Apply for a consultation

We will reach out to within 10 minutes