In today's dynamic business landscape, building and nurturing strong customer relationships is essential for sustainable growth. At The Academy World, we're dedicated to empowering entrepreneurs with the tools and knowledge they need to thrive. That's why we're excited to introduce you to Zoho Bigin, a dynamic CRM designed to streamline your sales process, enhance your efficiency, and free you to focus on what matters most: growing your business.
This guide explores Zoho Bigin's core modules, including Contact Management, Deal Creation, Company and Product Management, Activity Tracking, Dashboard Insights, Setup and Customisation, Workflow Automation, Data Management, and Communication Integrations. Together, these powerful features will transform your customer relationships and propel your business forward.
Contact Management in Zoho Bigin: Building Strong Foundations
Your contacts are the heart of your business relationships. Zoho Bigin makes it effortless to manage them effectively:
Quick Contact Creation: Creating a new contact is simple and intuitive. Just click on the contact icon, enter the details, and start building a comprehensive record for each prospect and lead. You can even transfer ownership of contacts between team members, ensuring that everyone receives personalised attention.
Customising Contact Fields: Zoho Bigin offers default contact fields like phone, email, and address, but you can also customise fields to capture the specific information that's most relevant to your business. This flexibility allows you to tailor Zoho Bigin to your unique needs and strategies.
Deal Management: Your Sales in Motion
Zoho Bigin's Deals Module brings your sales pipeline to life, allowing you to track every step of the sales process, from initial contact to close:
Creating and Tracking Deals: Effortlessly create new deals, assign them to contacts, choose a sales stage, add a projected closing date, and even link specific products. This organised approach provides valuable insights into your sales progress, allowing you to forecast revenue and maximise every opportunity.
Pipeline Customisation: Zoho Bigin's sales pipeline stages are fully customisable. Rename, add, or adjust stages to reflect your unique sales journey. The drag-and-drop interface makes it easy to move deals between stages, ensuring a smooth and organised workflow.
Company and Product Management: A Holistic View
Zoho Bigin provides a centralised hub for managing your company and product data, giving you a comprehensive understanding of your business relationships:
Managing Company Information: The Companies Module offers a detailed view of each organisation linked to your contacts. Track associated deals, emails, notes, and interactions to gain a deeper understanding of each company's needs and goals.
Product Listings and Association with Deals: Add your products to Zoho Bigin with ease. Simply enter the product name, category, unit price, and mark it as active. When creating a deal, you can link it directly to specific products, allowing you to track product-specific sales performance and identify your top sellers.
Activity and Task Management: Stay Organised and Efficient
Zoho Bigin's Activities Module keeps your tasks, events, and calls organised, ensuring that nothing slips through the cracks:
Creating and Managing Tasks: Create tasks, assign priorities, set due dates, and link them to specific contacts or deals. You can even assign tasks to other team members, fostering collaboration and accountability within your team.
Setting Up Events and Calls: Schedule meetings and phone calls with ease. Link events to contacts or deals and set reminders to ensure that everyone is prepared and informed.
Dashboards: Real-Time Sales Insights at Your Fingertips
Zoho Bigin's Dashboard provides a powerful overview of your sales performance, allowing you to track key metrics, visualise trends, and make data-driven decisions:
Customising and Using Dashboards: Add new KPIs, set up unique charts, or customise existing components to focus on the data that matters most to you. Predefined dashboards offer quick insights into your open deals, sales by stage, and other key performance indicators.
Setup and Customisation: Tailor Zoho Bigin to Your Needs
Maximise Zoho Bigin's potential by customising it to align with your unique business processes and organisational structure:
Configuring Roles and Profiles: Define roles and profiles to control data visibility and user permissions. This ensures that each team member has access to the information they need while maintaining data security.
Customising Fields and Pipelines: Tailor Zoho Bigin to your specific workflows by customising fields and pipelines. Create multiple pipelines for different product lines and adjust the pipeline stages to mirror your sales process.
Workflow Automation and Data Management: Work Smarter, Not Harder
Zoho Bigin's workflow automation tools streamline your operations and free you from repetitive tasks:
Setting Up Workflow Automation: Define conditions, set triggers, and select actions to automate tasks like sending welcome emails, assigning follow-up tasks, and updating deal stages. This allows you to maintain consistency in your customer interactions and focus on higher-value activities.
Importing, Exporting, and Backing Up Data: Easily migrate and manage your data with Zoho Bigin's import/export features. Use the recycle bin and audit logs to maintain data integrity and ensure that your valuable information is always protected.
Integrations and Communication Tools: Keeping you Connected
Zoho Bigin integrates with essential communication tools to consolidate your interactions and help you build stronger customer relationships:
Email and Social Media Integrations: Connect Zoho Bigin with your email provider and social media platforms to centralise your communication and track customer interactions across channels.
PBX Services for Seamless Communication: Make and receive calls directly from Zoho Bigin with integrated PBX services. Additional tools like Email Insights and Signals alert you to missed calls or email opens, ensuring that you never miss an opportunity to connect with your customers.
Mastering Zoho Bigin with The Academy World
Zoho Bigin is more than just a CRM; it's a tool that embodies The Academy World's commitment to empowering entrepreneurs. By integrating customisable CRM features with your sales and customer engagement processes, Zoho Bigin enables you to grow confidently, make data-driven decisions, and build strong, lasting relationships.
Ready to embark on your journey with Zoho Bigin? Contact The Academy World today and take the first step towards a more organised, empowered, and strategic future for your business.
