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    Marsden, 4132 QLD.
    07 3608 5853
    +61 4 75 692451AU QLD
    +61 29 059-2389AU NSW
    Request a Call
    Webbee Australia - Bitrix24 Gold Partner
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      Webbee Australia - Bitrix24 Gold Partner
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      Webbee Australia - Bitrix24 Gold Partner
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        • 07 3608 5853AU QLD
        • +61 4 75 692451AU QLD
        • +61 29 059-2389AU NSW
        • Request a Call
      Marsden, 4132 QLD.
      sales@webbee.com.au
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      • CRM Advanced training
      • Employee Advanced level

      Employee Advanced level

      Employee Advanced level

      Explore advanced Bitrix24 CRM features in our small-group training (3 seats per course).
      Prerequisite: Essentials Fundamental Training or 1 year of Bitrix24 experience.
      Receive a Bitrix24 Advanced Level Certificate upon completion.

      • Description
      • FAQ
      Description

      Part 1. Advanced CRM Features (Estimated time 1 hour 10 min)

      # Module Details Duration  
      1 Advanced Deal Management
      Pipeline Customization 20 min  
        Deal Stages and Progress Tracking

        Deal Dependencies and Automation

      2 Custom Fields and Entities Creating Custom Fields 15 min
      Customizing CRM Entities  


       
      3 Advanced Reporting and Analytics   Advanced Reporting Tools 20 min  


      Creating Custom Reports
       

      Utilizing Analytics for Strategic Decision-Making
       
      4 Workflow Automation Setting Up Workflow Automation 20 min  


      Automation Rules for Deal Progression
       


      Notifications and Triggers
       

      Part 2.  Integration and Collaboration (Estimated time 1 hour 20 min)

      # Module Details Duration  
      1 Third-Party Integrations  Integrating Bitrix24 CRM with External Tools 20 min  
        API Integration for Seamless Data Exchange
        Syncing with Email and Calendar
       
      2 Collaboration Features CRM in Workgroups: Enhancing Team Collaboration  20 min
       
        Document Management within CRM
       
      Task Integration for Workflow Efficiency
       
      3 Advanced Customer Management 
      Customer Segmentation and Lists 20 min
       

      Tagging and Categorizing Contacts
       
        Managing Customer Relationships Strategically  
      4 Security and Permissions Access Control and User Permissions 20 min  

      Data Security Best Practices  

      Implementing Role-Based Access  

      Part 3.  Practical Applications and Best Practices  (Estimated time 40 min)

      # Module Details Duration  
      1 Real-World Case Studies Success Stories with Advanced CRM Implementation  20 min  
        Overcoming Challenges with Bitrix24 CRM

       
       
      2 Q&A and Troubleshooting Session  Addressing Participant Queries 20 min
       
        Troubleshooting Common Issues
       
      Tips for Efficient CRM Use
       

      FAQ

      Training FAQ

      Do I need to complete the Bitrix24 Essentials Fundamental Training before enrolling in the Advanced Level Training?

      Yes, it's highly recommended. The Advanced Level Training builds on fundamental concepts, ensuring a smoother learning experience if you have a solid understanding of Bitrix24 basics.
      Those with at least one year of Bitrix24 experience can also benefit from the course.

      How is the Advanced Level Training structured, and what topics does it cover?

      The training is structured into modules covering advanced CRM features, integration, collaboration, and practical applications. Topics include deal management, workflow automation, analytics, and more.

      Can I interact with the instructor and other participants during the Advanced Level Training?

      Absolutely! The training encourages active participation with Q&A sessions, discussions, and collaborative exercises. Limited class sizes facilitate a more engaging and personalized experience.

      Is there a limit to the number of users in a training group for Bitrix24 Advanced Level Training?

      Yes, to ensure quality interaction, each training group is limited to a maximum of 3 users. This small-group setting allows for more personalized attention and better understanding.

      What certification will I receive upon completing the Bitrix24 Advanced Level Training?

      Upon successful completion, you will be awarded the Bitrix24 Advanced Level Certificate. This certification validates your mastery of advanced CRM features, integration, and collaboration within Bitrix24.


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      +61 29 059-2389AU NSW
      Mo - Fr: 9:00 - 6:00
      Marsden, 4132 QLD.
      sales@webbee.com.au
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