In an increasingly competitive world of work, where repetitive actions have become the order of the day, which can cost companies valuable time and can lead to human errors due to rush and distraction; from this perspective, everyday tasks and processes in Bitrix24 The automation of can perform extremely useful functions, allowing employees to save time and focus on the most important and strategic activities that cannot be delegated to software. In this way, risks due to careless errors or various forgetfulness are limited, and company resources are optimized. Obviously, in order to accomplish all this, it is necessary to rely on software that can fully assist and manage these processes, such as the very complete Bitrix24, a solution we have told you about in the past.
Automation of ongoing and repetitive workflows
cruciallyAutomate daily workflows Because it allows you to save time and energy in managing important but repetitive tasks that can be systemized and structured. In this way, by analyzing the process and developing it in the software, a series of automated operations can be set up to manage processes and processes. Let’s take an example, notifications can be automatically sent to customers or managers of various departments to inform them about the progress of an order or process. Additionally, reports and newsletters can be built automatically, company requests can be automatically managed, such as requesting holidays and time off, sending expense reports, reconciling invoices, sending estimates, and more.
In short we can summarize everything Tasks are actions designed to manage various stages of a process to achieve specific goalswhether internal or external to the company, such as when sending communications to customers or suppliers.
Job and project automation on Bitrix24
By viewing the Bitrix24 software, you can Automate various tasks and provide staff and collaborators with specific instructions for implementing the workflow. Beatrice 24 Provides a very simple and intuitive system for establishing tasks and assigning them to workers, including an overall view of the project andAllocate tasks in a timely manner through lists. In fact, it is enough to configure a process and then assign it to a collaborator so that he or she receives a complete automation checklist with all the steps that need to be followed to complete the task. In addition, through the platform, tasks can be discussed through comments and project chat to optimize various tasks.
There is no shortage of such possibilities Set assignments for groups (e.g. corporate sector) or singles (employees or collaborators) and set notifications to notify relevant parties immediately, as well as set personalized permissions to modify, delegate, create, and delete tasks. In this way, if there are often repetitive tasks in the business ecosystem, time and effort can be saved. Automatically create recurring tasks or through Create specific templates for certain jobs This way you can recall them with just a few clicks.
Additionally, you can set specific reminders Monitor how much time collaborators or work groups spend on tasks. The latter feature is great for monitoring your team’s productivity levels and analyzing statistics and details about your company’s time.
It’s all based on the following concepts: Robotic Automation,or Robotic Process Automation. In detail, this involves using the so-called Robot software (i.e., custom algorithms) are used to perform repetitive tasks typically performed by humans. The best thing about RPA is Easy to configureespecially inside Beatrice 24which allows companies to optimize and set up their business processes.
Specifically, the configuration of RPA consists of the sequential automation of elements and, therefore, we can think of it as a builder There you can build processes, manage approvals, and more. For example, approving permits, a week’s holiday, changes, etc. any created process Beatrice 24will have a kanban structure, i.e. customer relationship management for maximum familiarity and intuitiveness. If in internal processes automation is perfect for managing tasks, files, vacations, vacations, trips, expenses, etc., then in CRM automation can be used to make calls, send newsletters, text messages, emails, etc.
The benefits of automation go beyond eliminating Risk of human error Due to rush, distraction or forgetfulness, there are:
- Easy to set up: No coding skills required
- Dashboard view: All process steps displayed on one dashboard
- default: Large selection of preset robots for common processes
- Smartphone integration: Management of main activities, authorizations, etc. Via smartphone app
at last, Monitor automated business processes This is one of the most useful features for people who want to directly monitor the progress of a process, such as managers, managers or company leaders. As you move along the process, you can clearly see which stage the process is currently in pipeline until its completion. Additionally, if an error or event occurs that blocks the process (perhaps an unexpected anomaly), immediate action can be taken to resolve the issue manually.
Just list all the stages the process must go through, what must happen at each stage, and who is responsible, no coding required. The rest is up to you robotAccording to reports, who can even start a process at the end of another process based on a plan and well-established rules Beatrice 24.
Automated processes in Bitrix24 CRM
exist customer relationship management You can create, customize and automate new elements to support your business processes. For example, you can Automate routine processes such as sending emails and notifications to customersbuild quotes, invoices and reports, update the status of projects in your pipeline, send notifications to employees, and more. To work best, automation makes use of what is called trigger Move leads/deals from one stage to another and continue the business process.
Of particular importance is the pattern Proactive customer relationship management exist in Beatrice 24 That Automatically remind workers of scheduled tasksthose unfinished, those urgent. As a result, the system allows employees and collaborators to get real-time information on activities and allows managers to monitor their team’s efficiency through reports and data. key performance indicators performance.
Automate human resources management with Bitrix24
Many business processes involve employeeI department Hey collaborator Not just projects and customers or suppliers. For this purpose, through Beatrice 24 can manage them better Human Resources (HR) Rules and automation configured specifically for optimal management of business processes. For example, automation is great for helping employees manage their requests, indicating their status at work, and helping managers monitor their team’s performance, whether in the office or remotely.
For example, through automation Beatrice 24 You can clock in and out from your PC or smartphone. Additionally, you can monitor employee working hours, receive reports from your team, Management Company Attendancebetter plan shifts, automate permit request and approval processes, and more. Specifically, one of the most popular features is the ability to set up automated rules to request vacations and their approvals, request purchases, expense reports, and more.
Bitrix24 plans, free accounts and free trials of premium features
Beatrice 24 Free plans are available for an unlimited number of users, and you can start a 15-day free trial to test all the features included in the richer, more advanced plans. Additionally, depending on your business needs, it is important to know that Bitrix24 also offers a self-hosted version. All in all, you can customize the service to your needs to get the most out of the platform and improve your business.
From here you can quickly sign up and try out the service right away.
Article in partnership with Bitrix24.
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