Robots and triggers in Bitrix24: what are their capabilities?
2 September 2021next article
Many people who have heard about CRM systems or have ever thought about implementing them in a company, have never head about business processes, robots and triggers before. Whereas these tools significantly simplify the work processes, the interaction with the client for any business.
Especially this remains pertinent for a large-scale of enterprises or companies, as the number of routine tasks grows along with the number of employees. CRM implementation and the transfer of work into a corporate portal helps to simplify the sales targeting and automatize the performance of the repetitive tasks depending on specific conditions. Bitrix24 allows you to create an algorithm that makes life easier for your employees by automatically completing the repetitive tasks.
What does it all mean?
The robot is an algorithm for processing Deals and Leads, re-configured to be launched when an item transitions to the required status. In simple words, this is a process that begins without human involvement. For instance, if you receive a request or a letter from a client, the system will immediately create a task, set a reminder and notify you or the other employees involved.
To trigger, you need a specific action that will transfer the Lead or Deal into a required state; such as an incoming call or a client visiting the web-site. You can set up the required conditions directly in the Lead or Deal's card.
The main difference between robots and triggers:
The robots start the processes;
The triggers transfer the CRM entity into a required stage.
Robots and triggers are available in all commercial Bitrix24 tariff plans with no limitations, free of charge — only five to choose from.
Capabilities of the automatization tools
The robots are responsible for many useful functions for the employees, the ads, the communication channels with the clients and individual work. Let's review some of them:
● Creating tasks for specific employees;
● Planing meetings, calls or conferences both with clients and internal ones;
● Sending e-mails, SMS or notifications;
Triggers automatically transfer the Lead or Deal into the required stage, if provided the existence of specific events:
● Feedback from the client;
● A click on the link;
● When connecting telephony — an incoming call;
● CRM application is filled out;
● A recurrent visit to the web-site.
Bitrix24 BPV system as an assistant when dealing with business processes
There might be many conditions and automatic actions, and users need to have the possibility to deal with all of them. BPV (Business Process Management) is a set of tools for assistance, management and control of all the automated actions. Bitrix24 also has this section, and it works with minimal human involvement. The user needs to provide the name and description of the process, and to collect all the possible actions in the system to put them together in the block schemes constructor mode. No special education is required: only logical thinking, understanding of what and when has to happen and attentiveness.
A separate card is defined for each business process, where all the data can be reviewed, and the edits can be made. This is a way to control the accuracy of the work and, in case of inefficiency, to shift employees or amend the subsequence of the processes.
As you can see, Bitrix24 has all the required aspects to efficiently automate the routine working processes of your company using robots and triggers. For sure, you can configure them manually in any convenient business process designer, or have the CRM automatization set up, but if you require more sophisticated solutions, the Avivi team is always ready to assist you in the Bitrix 24 CRM development and implementation of business processes of any complexity.
Proper use of Bitrix24 inevitably brings benefits to its owners, and this means the business development. Consequently it’s an increase in the load and the need for new CRM-system tools. This is a vicious circle, which is successfully expanded in the conditions of the on-premise version by updating the existing one or creating custom functionality. But if you have a cloud version, then over time in the cloud will become quite crowded.
As the CEO of the Bitrix24 integrator company, I see the CRM implementation processes from both the potential customer’s side and my employees’ side: managers, programmers, and marketing specialists. Relying on multiple cases, as well as personal experience, I want to save time, money and nerves of many who want to work with CRM.
“Where is your company in the list of sales of Bitrix24?” — someone recently asked our sales manager on the phone, having first asked about the purchase of an inexpensive tariff. “We are in the top ten, but the main thing is that we have one of the largest teams of certified developers for Bitrix24 and ...” - they hung up the phone without hearing the answer. This article is written for those who will also pick up soon the phone to look for a contractor to work with Bitrix24: what to look for and where to be alert.
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