Zoho Bigin Integration Services
Pipeline Design & Management
The process of managing incoming sales opportunities and tracking them across the different stages of the lead’s journey until they are finally closed as won or lost. A spreadsheet-based business may struggle to track sales and follow-ups as they grow and evolve. The modern solution for businesses looking to transition out of the messy world of spreadsheets is choosing a CRM with the best pipeline management capabilities.
Build & Customize Template
It has ready-made Bigin templates for all kinds of businesses and get to work, plug-and-play style. For example templates for businesses such as Real Estate, Software Consulting, Education and templates for team such as Sales Pipeline, Customer Onboarding , Customer Testimonials etc. Bigin templates for businesses come with modules, fields and pipeline stages tailored to provide businesses belonging to any industries the right fit.
Automate your Business Processes
By automating certain customer-oriented tasks, you can ensure that every customer interaction is seamless and fruitful. Zoho Bigin is designed to reduce your workload, and that starts with cutting down on redundant daily work like adding new contacts, updating a deal’s progress, or adding tags to the data you’ve imported from other sources. Just create a workflow and then forget about doing everything manually.
Collect Data Across Channels
The best thing about Zoho Bigin’s forms is that you can not only embed them in your website or app but also share them on multiple channels including email, text messages, WhatsApp, social platforms and print media with a unique QR code and generated link for each form. Zoho Bigin will automatically create a new entry in your contact list and place it in the appropriate stage in the relevant pipeline. Alternatively, you can review the data, assign it to the appropriate person, and then approve the addition.
Import Data into Bigin
Forget about manually adding each record from separate spreadsheets. We helps you import all your records with one click. All your spreadsheet data can be added to Bigin’s Deals, Contacts, Companies and Products modules, while your offline notes can be imported directly into Bigin’s Deals, Contacts and Companies modules. We can also export data from all the modules in your Bigin account and save it for later reference or undo imports that you don’t need.
Sort and Organize your Data
We can organize your data systematically with trusty rows and columns. Store a wide range of data types, from names and phone numbers to email IDs and pipeline stages. With the Sheets View, we can eliminate the need to export your data from your CRM every time you need to view or edit it in a spreadsheet format. With Bigin, we’ll always be able to store and access the required data in the desired format.
Workflows Rules Setup
Zoho Bigin workflows help you streamline your business process by automating recurring actions when a certain criteria is met. When records meet a certain condition, you can automatically assign tasks, send emails, update fields, and add tags to records. We can save time spent manually performing these actions and reduce the risk of human error.
Third Party Integration
Integration is one of the most effective ways to establish a seamless connection between Bigin and other applications. Applications include external third-party applications (like Twilio, Zillow, QuickBooks, HubSpot etc.) and other internal Zoho applications. Because each application provides a unique set of solutions, the integration allows your Bigin account to expand its capabilities instead of developing each solution from scratch.
#EveryoneCanBigin
Stop using spreadsheets or legacy CRM tools, start your CRM journey with bigin CRM, and grow your business. We help you by customizing the CRM for your business.
Software Consulting
Real Estate
Education
Insurance
Legal
Used Car Sales
Recruitment
Customer Onboarding
Order Fulfilment
Startup Fundraising
Website Launch
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