Crinnolabs - Bitrix24 Training
Empowering the Crinnolabs team with hands-on training on Bitrix24 Advanced Tools for collaboration, analytics, and productivity.
Training Objectives
- Enhance collaboration and resource management using Bitrix24 tools.
- Manage Lead and Deal workflows efficiently through structured CRM.
- Utilize Reports and BI Builder for data-driven decisions.
- Adopt AI tools like Copilot and AI Scripts for productivity.
- Define clear company structure and access permissions.
Key Training Modules Covered
CRM Core & Structure
- Lead & Deal Management: Hands-on practice managing complete CRM lifecycle.
- Data Handling: Data import/export using Excel for seamless integration.
- Access Control: Roles and permissions for accountability.
Advanced Tools & Intelligence
- BI Builder: Build dashboards for real-time analytics.
- Collaboration Suite: Effective use of chats, channels & document sharing.
- AI Adoption: Using AI Copilot for automated assistance.
Resource & Workflow Management
- Resource Allocation: Optimize shared resources with automated reminders.
- Platform Updates: Learn new features to improve workflow synergy.
Key Outcomes
- Full adoption of CRM and BI functionalities across teams.
- Improved scheduling and automated resource allocation.
- Enhanced report creation through BI Builder.
- AI tools successfully introduced for improved productivity.
Tally Software
Customization
Tally Services
Tally Modules
CRM
Contact and Lead Management
Sales Automation
Pipeline Management
Reporting and Analytics
Contact center
Marketing
Tasks & Projects
Tasks Assignment and tracking
Project Planning and Management
Gantt chart
Time tracking
HR & Automation
Employee Engagement Tools
Workflow automation
Worktime tracking & reports
Absence management
Announcements & appreciations
Requests & approvals
Collaboration
Project Colabration Tool
Document Sharing and Management
Online documents
Drive
Webmail
Copilot
CoPilot in CRM
CoPilot in Tasks
CoPilot in Chat
Mobile & SEO friendly
CoPilot in Feed
CoPilot in Sites & Stores
Financial management
Accounting
Controlling
Fixed asset management
Banking and reconciliation
Financial reporting and analysis
Manufacturing
Production engineering
Production planning
Quality management
Manufacturing options
Manufacturing operations
Sales and customer management
Customer order management
Billing and invoicing
Customer returns
Price management
Sales rebate management
Supply chain
Inventory management
Order promising
Asset management
Technical asset management
Demand monitoring
Maintenance execution
Planning, scheduling and dispatching
Reporting
Accounting
Accounting Masters
Payments
Tax Masters
Share Management
Banking
Manufacturing
Production
Bill of Materials
Reports
Tools
Assets
Maintenance
Asset Movement
Asset Activity
Asset Maintenance
CRM
Sales Pipeline
Masters
Reports
Campaign
Website
Blog
Web Site
Support
Issues
Maintenance
Warranty