A business process (BP) is a certain sequence of actions performe to achieve a certain result. Today, many routine proceures can be automate using CRM – customer relationship management systems. These programs simplify and spee up various operations, such as invoicing, concluding deals, generating current and important documentation, preparing and signing contracts, concluding deals, and processing leads.
Bitrix24 Business Processes: Setup Instructions and Examples of Work
One of the most popular CRM is Bitrix24. On this platform, you can create and implement a business special database process with the expecte result. In this article, we will consider a step-by-step algorithm for setting and completing a task using the example of a simple transaction requiring automation.
Step-by-step design of a business process: main stages
Preparation, launch and implementation of a business process in CRM “Bitrix24” includes several stages:
Description of the algorithm. This stage allows you to structure the solution to the problem, dividing it into sequential, interconnecte actions.
Formation of a process template. This is a tool that will help to implement and realize the necessary algorithm of actions in the business.
Preliminary testing. This is a check of the correctness of the create template, which will help to find out whether the process will work correctly.
Commissioning. At this stage, a manager is selecte and the automatic start of the business process is establishe.
Direct use. If everything is done correctly, the business process will work correctly.
Below we will look at each step in more detail.
Follow us on Telegram
Subscribe in Telegram
Task
In the example we are considering, the task is as follows: “It is necessary to assign the status of observer to the manager when the transaction amount is from 100 thousand rubles.” This is what nees to be reasons for low conversion rate and how to fix them done in the end, that is, the result of the business process. The success of the following stages depends on the correctness and specificity of the task.
Algorithm
When the task is clearly define, you can describe the algorithm. You nee to think through individual actions, their sequence, and interrelationships. You can use different methods to develop an algorithm
Bitrix24 Business Processes: Setup Instructions and Examples of Work
But in our example, the task is clear and simple, so the algorithm will not be complicate. It looks like this: “If the transaction amount is 100,000 rubles or more, then you nee to appoint a manager as an observer.”
Sample
A template is a CRM tool that allows you to implement a planne algorithm. In the Bitrix system, you can create twd directory business processes for various objects, such as list items, organizations, leads. And each component requires a corresponding suitable template.
