How to use Bigin by Zoho CRM: Zoho’s Dedicated CRM for Small Business
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- Опубликовано: 24 июл 2024
- In this Bigin by Zoho CRM tutorial, I help your small business get up and running with the Bigin CRM.
Bigin launched in 2020 with a focus on creating a lightweight, agile and affordable CRM software for small businesses and startups.
I talk a lot about Zoho products and how they work for SMEs, however, this is the first time I've discussed a product that is exclusively built for small, micro-businesses and start-ups.
So, I'm excited to dive in and show you what Bigin is all about and how this dynamic CRM can benefit your business.
Get started with the Bigin for free here ➜ zoho.to/BIGINSTEWARTGAULD
My audience will get a 50% discount up to $100 for new user signups. Coupon valid from 11-Oct-2203 to 30-Dec-2023.
*(This Bigin link is an affiliate link, which means we will get a commission if you upgrade to a paid plan (with no extra cost to you) through this link, and this helps support our channel so we thank you in advance!)
► Why do I believe Bigin is a good CRM solution for small businesses?
- Lightweight and agile.
- Quick and easy to implement.
- Team pipelines for streamlining all operations not just sales processes.
- Excellent add-on features (Toppings).
- One of if not the most affordable CRM.
- Minimalistic yet powerful, ideal for small teams.
- Extensive module and field customization.
- Easy to manage and use like a Spreadsheet, yet more functional in every way.
► Helpful links and video resources that I mentioned in this video:
- Setup Bigin in under 30 minutes (Users, Modules, Add-ons, and more): • Set up your CRM in und...
- Read my full Bigin CRM review here:
stewartgauld.com/bigin-crm-by...
- How to import records into Bigin:
help.zoho.com/portal/en/kb/bi...
- Toppings and developer center breakdown:
• Feature Spotlight: Top...
► Today we navigate through the below chapters for this Bigin by Zoho CRM tutorial:
0:00 Intro
00:55 Getting started
01:53 What you need to know
02:15 What exactly is Bigin and who is it for?
02:52 Bigin's Modules
04:02 Bigin settings
04:14 Connect email
04:51 Other channels
05:24 Add users
05:44 Customize modules and fields
07:13 Team pipelines
07:42 Create pipelines
10:12 Sub pipelines
11:58 Add company records
12:29 Manage records
13:15 Add contact records
14:02 Workflows (Automate)
16:48 Add products
17:32 Create pipeline record (deal)
18:35 Add tasks
19:48 Toppings
20:26 Email-in
21:12 File Cabinet
22:18 Forms
23:27 Why do I like Bigin and who do I believe Bigin is best suited for?24:33 Support
24:58 Outro
► Thank you Bigin by Zoho for sponsoring this video and supporting our educational channel for people to enjoy our content for free!
► Are you interested in joining our small business community? Join us to receive actionable tips, tutorials, and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: mailchi.mp/71ac3fcdbfdf/stewa...
Let me know if you found this Bigin by Zoho CRM tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.
Thanks for watching and enjoy!
#bigin #zohocrm 
Хобби
Will be using this as our team tutorial, thanks a lot!
Go for it! Let me know how you go 🤗
thank you , I appreciate your help
Glad to help! I hope you got value from this.
this was great
Thanks!
thank you
You're welcome
Hi Stewart, can we use Bigin to send offers / quotations to customers? Couldnt find this feature, would be glad if you could elaborate please.
Hey!
Yes you can through connecting over Zoho apps to Bigin.
Can you create events with microsoft teams as online meeting provider? I have seen zoom and zoho meetings integration but cannot find anything about MTeams. Thank you for review
Hey!
I'll have to look into this.
What CRM would you recommend for cold email delivery and has CRM functionality? Have you done a review video on this topic? If so, can you send me the link. Thanks
Hey mate,
I would use a tool like ActiveCampaign.
I see Bigin is included in Zoho One. For a small business, sales and marketing only 4 people, is Bigin a better option than the Zoho CRM?
Yes that is exactly the type of business Bigin is designed for.
Quick question Stewart, can you add a whatsapp business per user or is it per account?
One WhatsApp business account. Then you can assign users or roles to access the messages inside the account.
Zoho mail simply goes to JUNK/SPAM folder of Microsoft Servers (Outlook / Hotmail). This is a reported error without any solution so far.
Are you sure? I will ask them about this.
@@StewartGauld 100% sure. This is super annoying and undermines the possibility of using Zoho as an alternative solution to Google or Microsoft.
@@StewartGauld would be of great help if you share the reply from Zoho in regard to this issue. We are considering giving up and move on to another provider.