Zoho CRM Bigin is an intuitive and uncomplicated CRM for the management of sales pipelines. It is very suitable for small and medium-sized companies (SMEs) because it does not overload them with unnecessary functions.
If you are an SME, you need to know that it is a big challenge to take care of the sales pipeline for various products/services, sales contacts, and business data. In addition, you have to follow up with customers to employ them with their offers or services.
To solve all problems in a single package, software-as-a-service (SaaS) providers have developed CRM software for customer relationship management hosted on-site or in the cloud.
But not all CRMs are suitable because of SMEs demand user-friendliness, user-friendliness, and affordability. To fill this vacuum, Zoho CRM has introduced a sales pipeline and a lead management app called Bigin geared to small companies. Read on to find out how easy it is to manage the sales pipeline with Bigin BY ZOHO CRM.
What is sales pipeline management?
The sales process is a complex series of events. Therefore, sales managers or managers divide all sales phases and put them on a table or whiteboard for simple visualization. Such a flow diagram of sales events is referred to as a sales pipeline.
A sales pipeline mainly includes tasks such as incoming sales options and leads them through different phases to either complete the business as obtained or lost. The process of administration of all of these tasks together with the seller involved in this cycle is referred to as sales pipeline management.
Before the digital age, sales teams used to visualize and manage the sales pipeline on whiteboards. But when digital technology developed and spread up, companies began to use tools like Microsoft Excel.
However, the management of different sales pipelines is difficult in spreadsheets and you need more robust software that automatically inserts the leads into the sales pipeline. In this way, you can manually reach and convince customers instead of managing spreadsheets.
Various CRM software developers have done their best to create complex tools for sales pipelines. However, most of them are so ambiguous that they only need several operators for the tool. But Zoho has created a simple CRM for sales that are intuitive and protect her wallet.
Get to know Bigin from Zoho CRM
Bigin is a new pipeline-based sales CRM based on the Zoho CRM platform. Zoho has developed the CRM, taking into account the requirements of small, small, and medium-sized companies, which must optimize their sales processes. The introduction of the tool comes just in time since global companies go through a challenging digital transformation that most companies have not prepared for in advance.
While companies at the company level have investments and resources to continue business without loss of sales, this is not the case with SMEs. With the corporate transformation, SMEs have to reconfigure the entire sales pipeline, which ultimately costs income. Instead, SMEs can start with bigin free of charge and upgrade to a subscription package that fits their sales activities.
Since the bigin app does not have learning curves, it is easier for business owners or small teams to operate the app in the cloud and see better results. It has an intuitive user interface with various sales pipeline fields, visualization filters, and custom fields.
The tool surface is highly organized and divides the work area into a navigation area on the left side and a taskboard on the right. You will also find an adaptation area directly above the taskboard in which you can change the pipeline, the deal, and the due dates.
The tool makes the management of the sales pipeline child’s play because they receive all resources and data in a cozy work area. You can simply switch from pipelines to contacts, companies, products, activities, and dashboards to monitor the entire sales process.
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Properties of Bigin
The main functions that you should pay attention to in a sales CRM for SMEs are listed below. Bigin offers all of these:
#1. Appealing business prospects
Communication with the sales managers is the key to successful shops. As soon as you have imported leads from your source, you can manage them on bigin to get a 360-degree view of the leads. You can contact customers seamlessly via telephone calls, emails, digital forms, and tweets directly from the bigin app.
#2. Manage sales pipelines
Pipeline management is the core function of bigin. Sub-functions such as several pipelines and the pipeline view keep their bigin work area clear. Nevertheless, you can access the sales process with a single click on all leads and their conversion.
It also offers custom CRM fields so that you can visualize sales data as you prefer. In addition, with activity monitoring modules, you can record any sales contact that is about to follow consequences and notify a team member to close the conversation.
#3. Security of business data
You can control CRM data access via rollers and profiles. In this way, you can ensure that only a specific person can access certain business data. If there are data incidents, you know who worked on the customer or deal.
You can also carry out the entire CRM to visualize who carried out which activity that has led to problems when completing the business. In addition, your company automatically corresponds to the GDPR because Zoho Bigin hosts it on its platform.
#4. App integrations of third-party providers
Bigin can be easily integrated into more than 100 apps from Zoho and third-party providers. For example:
- Integration with Zoho Forms and Zoho Analytics for Business Intelligence.
- Synchronize with MailChimp for effortless email marketing.
- Plan customer meetings via Zoom directly in the bigin app.
- Set up RingCentral or Constant Contact for Telephone Services.
#5. Mobile apps
Bigin is a mobile CRM. You can install Bigin from ZOHO CRM Appstore or game shop for compatible mobile devices. With the mobile app, you can do almost all tasks from a smartphone. Therefore, you can carry out sales processes on the go.
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How to complete more shops with bigin
The management of several pipelines is the key element to completing more business than before. You can create different sales channels for different customers and efficiently manage the work processes. You can also manually adjust the phases of the sale so that you do not miss an insight into the customer experience.
You can simply create several deals for different leads and products. Then assign the deals to one or more employees of your sales staff. The shops contain tasks in the Kanban style that the sales employees have to do promptly. You can display sales pipeline events on the “Activities” screen to check whether your team works or not.
You can also display the total sales status by watching the bigin dashboard. Here you will find important performance indicators such as won shops, lost shops, open shops, completed calls, etc.
Why Bigin for Sales Pipeline Management?
Startups, micro, small and medium-sized companies have to concentrate on sales with balanced customer service. In addition, these companies have to concentrate on internal sales and not on outsourcing. While automation for such scenarios is a decisive advantage, you must also prepare for do-it-yourself solutions (DIY).
Experience streamlined sales pipeline management with Bigin. This dynamic solution, integrated with data automation tools, empowers your team to efficiently track leads, automate tasks, and drive conversions. Maximize sales potential, enhance customer relationships, and achieve business growth with Bigin’s user-friendly interface and data automation capabilities.
Bigin offers you all of the above. You can skip the CRM settings phase and start selling directly. Thanks to the prefabricated and editable templates by Bigin. You can also change the sales pipeline at any time if the sales strategy or customer type changes.
You can choose from real estate, software advice, law, insurance, etc. templates for sales management. You can also set up various teams such as customer onboarding, order fulfillment, website launch, startup fundraising, etc. if you wish for dedicated groups that work in various business areas.
That’s not all! There are more reasons for the use of bigin, namely:
- Tables calculations take a lot of time for the furnishings, formatting, and maintenance. The time you invest does not bring any value to your company because it is largely manual and offline.
- Spreadsheets can go wrong at any time, e.g. B. if someone makes irreversible changes, a customer cannot understand the numbers, etc.
- Kanban boards could look like a CRM alternative, but it does not help you with automatic customer or lead management.
- Kanban boards do not offer sales workflow automation.
Advantages of Bigin for KMUS
While companies need a complex sales CRM, SMEs need the opposite. You need a simplified tool that does not require a specialized team for the company and is also inexpensive. Bigin is exactly the sales CRM that your small or medium-sized company needs. Here are the advantages you will enjoy:
#1. Suitable functional packages
Bigin has all the functions that you need for efficient management of sales processes. It does not contain unnecessary modules or complicated work processes that force you to hire a dedicated manager for the tool management.
It has integrated emails, social media intelligence, language calls, survey forms, data conformity, and audit tools. So if you have to track a CEO meeting with a potential customer, you can call the customer or send an email directly from Bigin.
The tool processes all this data in the cloud and you can simply download it in reporting form for investor or authorities reports.
#2. User-friendliness
The tool is not a spreadsheet, but it looks similar so that existing employees can easily catch up. Therefore, you do not have to train your sales employees for the app or a new team, which could affect the company’s profitability.
In the beginning, you can simply select a sales pipeline template that fits your company and start managing the sales processes. You can also adapt the template fields when a new requirement occurs. So you can get started directly from the first day of the subscription. In addition, you do not have to wear sales lead losses from the tool device and the associated downtimes.
#3. Economically for SMEs
Small, small, and medium-sized companies can test the core functions of bigin free of charge. The free plan includes up to 500 data records, a sales pipeline, three sales workflows, customer calls, zapier integrations, Zoho forms as well as Android and iOS apps.
If you like the tool and would like more functions, you can subscribe to express or premier plans. There are also affordable add-ons with which you can scale the operation, e.g. B. additional data records, file storage, and one-off data backup.
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Alternatives to Bigin from Zoho CRM
Explore Zoho CRM’s diverse features and consider alternatives to Bigin to align your business with a robust CSR strategy for long-term growth.
#1. Salesmate
Salesmate is one of the most popular alternatives to bigin. It helps them convert leads into satisfied customers and to do more successful business than lost. You can also personalize any trip from the sales pipeline by the customer. In addition, the user interface is simple yet productive for your sales pipeline management team.
In essence, there is a sales pipeline module for optimized sales processes, the management of several sales channels, business status, automated tasks, and notifications. Around him, there are other standard functions such as the persecution of sales activities, contact management, product management, meeting planning, and a joint team mailing entrance for cooperation.
#2. Pipedrive
Pipedrive is another CRM for sales pipeline management, which you can try without paying for the actual product. It only takes a few minutes to set up CRM according to your company’s sales activities. As soon as you are finished, you can easily concentrate on actions that lead you to a completed business instead of visualizing it virtually.
The Pipedrive app is suitable for all types of sales-bound companies. Whether you sell computer applications or car accessories is the right sales CRM for you. The core sale function is the pipeline and deals. In addition, there are other extended functions such as drag-and-drop pipeline design, custom pipeline fields, a chatbot for lead generation, mobile apps, and much more.
#3. Keap
Keap is a sales and marketing automation tool that offers a variety of functions for SMEs. For example CRM, text messages, target pages, email marketing, payments, e-commerce, and sales pipeline in an intuitive application.
His sales pipeline management function gives you a comprehensive image of business processes without the disorder. You can use the drag-and-drop function to move the leads into different statuses as qualified, obtained, etc. In addition, Keep automatically reminds her team of follow-up calls or emails until the business is completed.
Conclusion
So far, you must have found that Bigin has refined tools and a simple user interface and is still able to manage several sales pipelines for various services or products. In addition, it has a chronological interface with which you can easily determine how customers interact with your company.
Bigin also facilitates the management of records, files, products, services, and data. And the best thing is that it is very economical as an alternative option from which SMEs can choose.
In short, Bigin BY ZOHO CRM is suitable for smaller companies because it offers complete control and provides the processing performance of the sales pipeline that cannot offer simple CRMS or ERP tools (Enterprise Resource Planning) in the office.