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Bigin by Zoho is a CRM platform designed for small businesses to optimize sales and marketing operations in one place. By centralizing contacts, deals, campaigns, analytics and automation under a simple interface, Bigin accelerates growth. Here is how to effectively use key capabilities as a beginner.
Getting Started
Sign up for a free Bigin account. You can import contacts or start fresh by adding leads to build up your pipeline with key details like lead source, value and status updated continually. Enable notifications to stay updated on deal movements.
Managing Contact Profiles
Consolidate all customer interactions under unique contact profiles in Bigin. Beyond basic details, track associated deals, notes from meetings, attachments, follow ups and notifications for a 360-degree view of the customer relationship through the sales funnel.
Creating Email Campaigns
Design visually appealing email campaigns through an intuitive drag-and-drop editor without technical expertise. How to Use Bigin by Zoho with merge tags based on interests, purchase history. Send to targeted contact lists and track open rates, click rates for continual optimization.
Building Landing Pages
Expand digital footprint through customizable landing pages that capture visitor information. No coding required to set up forms to generate quality leads directly from landing pages. Track lead quality over time and pages driving conversions.
Leveraging Reports & Analytics
Tap into dozens of pre-built reports and intuitive dashboards to gain key insights around deal pipelines, lead conversion trends, rep performance and much more. Scheduled and customized reporting ensures data visibility.
As a unified small business management platform, Bigin by Zoho enables teams to engage customers, uncover growth opportunities and align sales execution - accelerating revenue growth. Adopt Bigin to drive impact through informed decision making powered by data.
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