Product and Service Settings in Bitrix24 CRM

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sohanuzzaman53
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Joined: Sun Dec 22, 2024 3:26 am

Product and Service Settings in Bitrix24 CRM

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How to sell more with Bitrix24 CRM ? Add your products or services to the Bitrix24 product catalog, add them to your website or online form and start selling. Set SEO parameters for the catalog or configure a sourcing script to drive more sales.

Product Catalog SEO Settings
Setting SEO parameters within the Bitrix24 product catalog allows search engines to rank information from your website higher in search results.

Set META title, keywords and description templates manually or apply auto-fill.

configure full image parameters, set ALT korean girl whatsapp number and TITLE attributes and add file name.

Configured SEO parameters help your customers find your website and products more easily and increase your sales.

Setting SEO parameters for product catalog
SEO is a set of practices that aim to direct your website to a higher rank on a search engine results page.

Image


Setting SEO parameters allows search engines to rank information from your website in search results. The higher the website ranks in the search engine for certain requests, the more customers will be able to see and buy your products. In Bitrix24, you can specify SEO settings for the entire product catalog, as well as for its sections, images, etc. You can also use unique settings for specific products.

How to set SEO parameters for product catalog?
To configure SEO settings for the entire product catalog, go to CRM > Inventory > Product catalog .

Product And Service Settings In Bitrix24 CRM
Product Catalog

Click the gear button and select Catalog SEO settings.

Product And Service Settings In Bitrix24 CRM
Catalog SEO Settings

Let’s take the example of using SEO parameters for an online clothing store. First, add meta tag templates for product catalog sections and products.

Product And Service Settings In Bitrix24 CRM
Section Settings

NOTE: Meta tags are HTML elements that provide search engines with information about a website page. Search engines like Google or Amazon use them to rank search results.

You can manually fill in the template with meta tags or auto-complete them using the catalog item fields.

Product And Service Settings In Bitrix24 CRM
Top Areas

The browser tab title and section title depend on the META TITLE and Section title templates.

Product And Service Settings In Bitrix24 CRM
Meta Title Template



Product And Service Settings In Bitrix24 CRM
Section Title

With the help of META KEYWORDS and META DESCRIPTION templates, you can specify keywords and section description. So, if someone enters a search for a phrase that contains the section's keywords, the section will appear in the search results with a corresponding description.

Product And Service Settings In Bitrix24 CRM
Meta Description Template

You can check if the meta tags have changed by inspecting the HTML code in your browser.

Product And Service Settings In Bitrix24 CRM
Meta Tags

Additionally, configure full image parameters. You can set ALT and TITLE attributes and add file name templates.

Product And Service Settings In Bitrix24 CRM
Full Image Parameters

ALT template – provides alternative text information for an image that cannot be displayed (for example, due to a slow connection or if a user has disabled display of images in a browser).
TITLE template – provides additional information about the image. You can view it by hovering the mouse over the image.
File name template – allows specifying an easy to read name for the file.
In the Manage section, check the Clear cache checkbox to clear the cache and view the changes immediately .

Product And Service Settings In Bitrix24 CRM
Clear Cache

After saving the changes, the SEO settings will be applied to all products. To edit the parameters of a specific product, open the product form > click the gear button > select SEO settings .

Product And Service Settings In Bitrix24 CRM
SEO Settings

The right SEO parameters will increase your website's ranking in search engines. Customers will find your products easily and you will increase your sales.

Service Units of Measure
Added support for any unit of measurement for services in the product form. Previously, services could only be measured in units. It was inconvenient to work with them.

You can now measure services in minutes, hours, days, etc. Specify the appropriate units of measurement and the cost of the service.

How to add units of measure to services?
First, you need to configure the units of measurement. Go to the CRM section – Settings – CRM Settings .

How to add units of measure to services?
CRM Settings

In the Origin tab, click Units of measurement.

How to add units of measure to services?
Units of Measurement

Click Add and specify the unit of measure information.

How to add units of measure to services?
Add Measurement



How to add units of measure to services?
Unit Name

After that, open the Product catalog and create a service. In the Create button menu, select Service .

How to add units of measure to services?
Create Service

Fill in all required fields in the service form, specify the desired units of measurement and save the changes.

How to add units of measure to services?
Select Units of Measurement

How to work with services?
Services as well as products can be added to invoices, agreements, CRM forms , and other entities.

First, let's create a service that we will use in the CRM form in the product catalog.

How Does It Work With Services?
New Service

Configure the Book a resource field on the agreement form.

How Does It Work With Services?
Resource Reservation

Then create a CRM form and add service and resource booking fields to it.

When the customer fills out the form on the site, an agreement will be created in the CRM that will save the customer's contact information and all reservation information. Administrators will be able to contact the customer and confirm the reservation.

How to use the resource allocation option?
Resource booking is a script for selling services. When working with reservations, you can specify not only the service itself, but also the date, time, duration of the service, and the specialist who will provide it. This script is great for companies working in the health and beauty industry, car and apartment services, etc.

Let's take an example of booking resources using car rental and figure out how to track resource bookings in the calendar.

Booking resources with car rental example
For this script, you need the following fields:

Domain name – specify the name.
Resources – we will use these types of fields.
Resource name – specify several types of cars.
Add services and duration – 1, 2 and 3 days.
Specify your time zone .
Allow overbooking – uncheck if you have only 1 car of each type.

Resource Allocation
Reserve Resources

When a customer comes to your office, you can fill out their booking information in just a few clicks.

Resource Allocation
Vehicle Reservation

When filling in the Source field, you will see if the cart is available for the selected time period. Click the Scale button on the calendar to select the appropriate display option.

Resource Allocation
Scale

After filling in the field, the Vehicle reservation section will appear in the form.

Resource Allocation
Agreement Form

How to track resource reservations?
You can track resource bookings via the CRM Calendar. To do this, exit the agreement form and click Calendar next to Kanban and List.

How to track resource reservations?
Calendar

Click the term in the calendar and select Resource Reservation and an available time slot.

How to track resource reservations?
Reservation Calendar

Each deal gets the same time slot on the calendar as the resource booking within the deal, for example, from 3:30 PM on February 21 to 3:29 PM on February 22.

How to track resource reservations?
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