Bigin: How it Works | Zoho CRM

00:00 - What is Bigin by Zoho CRM?
01:34 - Deals inside CRM
02:45 - Managing Components
04:44 - Customer Insights & Notes
05:30 - Workflows
06:12 - Stage Transitions & Rules
07:34 - Telephony & Settings
08:12 - Summary

Ditch the spreadsheets and notepads, try need Bigin, a simple CRM software platform designed for startups and small businesses. We know it’s hard to acquire leads, send timely follow-ups, and ultimately win customers. By unifying all customer information in one place, Bigin helps business owners spend more time on things that matter the most and less time on manual work.

🍱 Bento is a new app focused on doing less, but more meaningful work.

👋🏼 Welcome
Your host Francesco will explore productivity software, news & lessons each week
We're excited to help you in your journey to a more productive work & life

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Places to discover Keep Productive around the web & explore further

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💻 FINAL THOUGHTS

All our thoughts on Keep Productive are our own.

Whilst we have affiliates and sponsors when recommending tools we believe in the highest quality of information, research and insight to help you make the most informed decision to choosing a tool.

Keep Productive offsets carbon with Bulb and currently is a small team consisting of long-time friends of 25 years - Francesco (host) and Steve (editor/film-maker).

Our mission is to help you pick the best software for work and life.

Thanks,
POPULAR TOOLS

[toolfinderhq]

*This is a content partnership with Zoho CRM* 

Bigin by Zoho CRM is a new custom-operations CRM focused perfectly for small businesses. We'll explore how it works, and how to manage pipelines & special features. 

[thomashartmann]

First of all! I love your tutorials, informative with your very personal touch. We are trying to select a simple CRM for our family business (and also recommend it to our partners), which for the most part are solo entrepreneurs.
We have two, somewhat interlinked legs in our business: 1. Courses about online work with social media and email funnels for entrepreneurs, and 2. Network Marketing (recruiting, on-boarding, training). Earlier we have dabbled with Trello, Asana and Airtable, but we have a feeling a true CRM could be the thing to be able to overview our sale process, as long as it won't take us forever to set up. We have no physical products. Our prospects, customers and partners are spread over 40 countries and they are a mainly Spanish speaking audience.

[TheRealQuoteOasis]

can you make required checklists in each stage of the pipeline that must be completed to move to the next stage