Bitrix24 remote work cheat sheet

Apr 25, 2020Download as PPTX, PDF0 likes249 views

This document provides a cheat sheet for choosing the right remote collaboration tools for different purposes. It discusses tools for videoconferencing like Zoom for meetings and presentations. Shared calendars like Google Calendar are best for scheduling meetings and appointments. Workgroups/workspaces like Trello enable discussions, collaboration, and project management. Intranets and HR portals centralize access to resources. Group chat is for high-intensity collaboration. Contact centers and live chat enable customer support. CRMs help with sales and marketing. The document also provides tips on choosing tools from a single vendor and considering organization size for costs.

Remote work
cheat sheet
Quickly find out what remote collaboration tool is best for what
purpose

Welcome!
Remote work and telecommuting means having the
right tools to enable working from home. Obviously,
you need good ‘hardware’ – a computer, a camera and
a head set along with reliable internet connection. But
it’s actually what software and online services you
have at your disposal that determines how effectively
you can work remotely.
2

Team meetings
Progress updates
4
• 01
Use for:
Client meetings
Online presentation
Brainstorming

Pro tip #1
Most people first think about
videoconferencing when considering
telecommuting. But for productive
remote work you should actually limit
how often you use this tool to 1-2
hours per day max. Moreover, you
SHOULD NOT use video conferencing or
chat for things like assignment or
task assignments, work reports,
project or client management.
5

Meeting scheduling
Group meetings
Appointment scheduling
Planning
Absence management
7
• 01
Use for:

Discussions
Collaboration
Polling
Voting
Commenting
9
• 01
Use for:

Central access point
Search
Workflow automation
Employee request processing
11
• 01
Use for:

Pro tip #2
Go with vendors that provide all remote
tools you are going to be using in a single
package. Using Zoom for conferencing,
Google Calendar for scheduling, Trello for
tasks and Dropbox for file sharing does not
work very well as you’ll quickly run in
compatibility issues. Also, it means that
you’ll probably overpay and significantly
increase your downtime (all online services
experience outages from time to time but
using four different online services means
you’ll experience interruptions more 12

High-intensity collaboration in small groups
Real time updates
Urgent issue resolution
14
• 01
Use for:

Customer support
Pre-sale consultations
24-7 accessibility
16
• 01
Use for:

Sales management
Prospecting
Sales and marketing automation
Distributed sales team enablement
Client re-activation
18
• 01
Use for:

Pro tip #3
The size of your organization is very
important when picking the right
tools. This is especially true about
overall costs. You probably want to
avoid solutions with per-user pricing
as there are free remote team
management tools as well as those
where you pay a fixed priced for
unlimited user access.
19

File sharing
File syncing
File versioning
Document management
Online editing
21
• 01
Use for:

Assignments
Workload management
Deadline tracking
Time tracking
23
• 01
Use for:

Client and vendor communications
25
• 01
Use for:
.

Bitrix24 #1 free
collaboration platform with
unlimited users that powers
over
6 million organizations
worldwide

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Bitrix24 remote work cheat sheet

1. Remote work cheat sheet Quickly find out what remote collaboration tool is best for what purpose

2. Welcome! Remote work and telecommuting means having the right tools to enable working from home. Obviously, you need good ‘hardware’ – a computer, a camera and a head set along with reliable internet connection. But it’s actually what software and online services you have at your disposal that determines how effectively you can work remotely. 2

3. Videoconferencing 3

4. Team meetings Progress updates 4 • 01 Use for: Client meetings Online presentation Brainstorming

5. Pro tip #1 Most people first think about videoconferencing when considering telecommuting. But for productive remote work you should actually limit how often you use this tool to 1-2 hours per day max. Moreover, you SHOULD NOT use video conferencing or chat for things like assignment or task assignments, work reports, project or client management. 5

6. Shared calendar 6

7. Meeting scheduling Group meetings Appointment scheduling Planning Absence management 7 • 01 Use for:

8. Workgroup/ workspace 8

9. Discussions Collaboration Polling Voting Commenting 9 • 01 Use for:

10. Intranet/HR portal 10

11. Central access point Search Workflow automation Employee request processing 11 • 01 Use for:

12. Pro tip #2 Go with vendors that provide all remote tools you are going to be using in a single package. Using Zoom for conferencing, Google Calendar for scheduling, Trello for tasks and Dropbox for file sharing does not work very well as you’ll quickly run in compatibility issues. Also, it means that you’ll probably overpay and significantly increase your downtime (all online services experience outages from time to time but using four different online services means you’ll experience interruptions more 12

13. Group chat 13

14. High-intensity collaboration in small groups Real time updates Urgent issue resolution 14 • 01 Use for:

15. Contact center and live chat 15

16. Customer support Pre-sale consultations 24-7 accessibility 16 • 01 Use for:

17. CRM 17

18. Sales management Prospecting Sales and marketing automation Distributed sales team enablement Client re-activation 18 • 01 Use for:

19. Pro tip #3 The size of your organization is very important when picking the right tools. This is especially true about overall costs. You probably want to avoid solutions with per-user pricing as there are free remote team management tools as well as those where you pay a fixed priced for unlimited user access. 19

20. Online document storage 20

21. File sharing File syncing File versioning Document management Online editing 21 • 01 Use for:

22. Task and project management 22

23. Assignments Workload management Deadline tracking Time tracking 23 • 01 Use for:

24. Email 24

25. Client and vendor communications 25 • 01 Use for: .

26. Bitrix24 #1 free collaboration platform with unlimited users that powers over 6 million organizations worldwide

27. Thanks a lot!

�ݺ�ߣ

Bitrix24 remote work cheat sheet

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