Six areas to focus on to improve your experience with Zoho Bigin
Optimizing Contact Management
Master Your Contact Management with Zoho Bigin
- Segment Your Contacts: Use custom fields and tags to segment contacts based on industry, relationship stage, or other criteria for more targeted communication.
- Use Contact Scoring: Implement contact scoring to prioritize leads based on engagement, helping you focus on the most promising opportunities.
- Set Up Contact Views: Create custom views to filter and access specific groups of contacts quickly, such as “Top Customers” or “Recent Leads.”
- Leverage Contact Syncing: Sync your Zoho Bigin contacts with your email or phone contacts to ensure all your client information is up to date.
- Automate Data Entry: Use Bigin’s web forms or integrations with other tools to automatically capture and input contact details, reducing manual work.
Week 2: Streamlining Pipeline Management
Subject: Take Control of Your Sales Pipeline in Zoho Bigin
- Customize Your Pipeline Stages: Tailor the sales stages in your pipeline to match your business process, ensuring your pipeline reflects your actual workflow.
- Drag-and-Drop Deals: Easily move deals between stages using the drag-and-drop functionality, allowing for quick updates and a clear overview.
- Set Up Pipeline Automations: Automate repetitive tasks like sending follow-up emails or updating deal stages based on specific triggers, saving you time and reducing manual errors.
- Use Multiple Pipelines: If your business has different sales processes (e.g., for different products or services), set up multiple pipelines to manage them separately.
- Monitor Pipeline Metrics: Use the built-in analytics to track key pipeline metrics like deal velocity, conversion rates, and pipeline value to identify bottlenecks and areas for improvement.
Week 3: Enhancing Team Collaboration
Subject: Boost Team Collaboration with Zoho Bigin
- Use Activity Feeds: Keep your team informed by using the activity feed to share updates, comments, and collaborate on deals in real time.
- Assign Roles and Permissions: Set up roles and permissions to ensure team members have access to the right information while maintaining data security.
- Collaborate with @Mentions: Use @mentions in notes or comments to tag team members, bringing their attention to specific deals or contacts that need action.
- Centralize Communications: Sync your email and phone interactions with Bigin so all communication with clients is logged and accessible to the entire team.
- Share Reports and Dashboards: Create shared dashboards to give your team a unified view of performance metrics, helping everyone stay aligned with business goals.
Week 4: Automating Routine Tasks
Subject: Save Time with Zoho Bigin’s Automation Features
- Set Up Workflow Rules: Automate routine tasks like sending welcome emails, assigning leads, or updating fields based on triggers to streamline your processes.
- Use Email Templates: Create and use email templates for common client interactions to maintain consistency and save time on repetitive communication.
- Automate Follow-Ups: Schedule automated follow-up emails or reminders for deals that have stalled or contacts that haven’t responded.
- Implement Task Reminders: Set automated reminders for upcoming tasks or meetings to ensure nothing falls through the cracks.
- Create Conditional Fields: Use conditional fields in forms to show or hide certain fields based on previous answers, simplifying data entry and improving accuracy.
Week 5: Analysing and Improving Performance
Subject: Unlock Insights with Zoho Bigin’s Reporting Tools
- Customize Dashboards: Tailor your dashboards to display key performance indicators (KPIs) relevant to your business, such as deal closure rates or lead response times.
- Use Deal Reports: Generate detailed deal reports to analyse which stages are taking the longest or where deals are most likely to get stuck.
- Track Team Performance: Monitor individual and team performance using reports to identify top performers and areas where additional training may be needed.
- Share reports with your team: Help your team by giving them the information they need to do their job better
- Leverage Activity Reports: Analyse activity reports to understand how your team is engaging with clients, including the frequency and type of interactions.
Week 6: Integrating Zoho Bigin with Other Tools
Subject: Supercharge Your Zoho Bigin with Integrations
- Connect with Zoho CRM: If you’re ready to scale, consider integrating Bigin with Zoho CRM for more advanced customer relationship management capabilities.
- Sync with Google Workspace: Integrate Bigin with Google Workspace to sync your contacts, calendar, and emails seamlessly.
- Integrate with Zoho Books: Connect Bigin with Zoho Books to streamline your invoicing and payment processes directly from your pipeline.
- Use Zapier for External Integrations: Leverage Zapier to connect Bigin with other third-party apps like Slack, Mailchimp, or Trello for a more customized workflow.
- Explore Zoho Marketplace: Discover additional integrations in the Zoho Marketplace to enhance Bigin’s functionality and better fit your business needs.
P.S. Remember, these tips are just the beginning. Zoho Bigin has much more to offer, and I’m always available to help you explore new features and integrations that can further benefit your business.