hello everyone it's francesco here today we're going to be diving into biggin by
zoho crm this video will overview how it works how it operates and the elements of
this customer operation crm to give you an idea if it's right for you and your team
now this video is a sponsored overview you can check out the link in description
for a 15 day free trial and an exclusive 50 discount so i want to dive into the features
but first i want to overview i guess why and who this is best suitable for so big in by zoho crm
offers you a customer operation style crm allowing you to manage a wide variety of experiences
one of the things that they do have from the get-go is templates so you can use this in a wide
variety of situations some of the popular templates are for example sales event
management real estate legal used car sales and education but it's designed for small businesses
moving away from that sort of daily management of their crm and deals and pipeline from say like a
simple google spreadsheets or spreadsheets in general over to something more comprehensive and
the sort of key areas or key highlights that make them special is the sort of mobile element you can
get access to this on a wide variety of devices it's also affordable and it is easy to use now
i'm going to overview how it operates so let's dive in you can create some different pipelines
and as you can imagine you can create custom filters over the top to save you a lot of time
now inside of big in by zoho you can actually manage all of your deals in all of your wide
variety of situations but you can also manage the contacts the companies and different elements of
the experience what's cool is you can manage your deals and your deals can be adapted in this page
there's a high level of customization inside of the settings for each pipeline this could be
used in a wide variety of situations like marking the progress of your deal from the initial stages
to discussions to work in progress to a closed win so it's really flexible in the side of settings
you can go into much more detail as i said at the top you can modify whether you're changing
your pipeline or moving over to another one and even using some of the filtering that for example
if you're using a kind of a small team can be helpful to create your own view for the day ahead
you can also connect contacts you can actually upload them in a bulk format and you can also do
this with companies as well contacts is actually a great location for managing who the people you're
talking to and companies is great for managing a collective overview as you can imagine over
time your contacts might change in the company so that's why they're separated and handy to
be able to monitor you can also add products and these are particularly helpful when you're
managing your deals because if you for example created a deal and you wanted to be able to see
that you had the 300 products associated with that deal and to have the outcome of
that managed all the way through the process then that really does help because it not only provides
an insight into when the sales been performed so you can add as many products as you like
and be able to keep track of that per deal as well one of the handy things is if you're
moving from another service you can bring in all sorts of information and import it into the
template that you've chosen including products services deals companies contacts and much more
activities is a really helpful area you can keep track of any tasks that are coming up with due
dates status priority related to and owners and as well as any events that are coming up too
and you can even use some of the more advanced filtering to make sure that you keep on track of
what is yours and what is other people's but also much more granular insight into what work you need
to be doing this is perfect for tracking events and tasks that are associated to specific deals
and you can also manage dashboards as well begin by zoho crm comes with a pre-built and customized
dashboards for an easy way to zoom out and see whatever now in terms of the deals process you
can simply drag things from the different stages of the pipeline and if you click into each of your
cards you'll get a wide insight of knowledge about the timeline the notes the activities the emails
that have been interacted with stage history file and products as well as all of the related
contact and company information tags and much more been in a really consumable experience as well
this is particularly helpful for passing over different deals to certain team members
and to be honest when you're managing a lot of information particularly when it comes to notes
and activities and even emails that have been transferred between a certain client and the
company it's really helpful to have all of that clarity so you don't miss anything when you're
trying to close a deal in the future so when it comes to that side of stuff there's actually quite
a high level of customization when it comes to the workflow inside of settings you can set up some
really powerful ways to save yourself some time so for example when you want to trigger a automatic
action when records match specific criteria you can actually trigger email alerts create tasks
update fields and even tag or untag matching records this is really helpful for when you've
got your pipeline set up and you want to be able to make it pretty consistent and pretty easy to
manage over the experience and this can all be done inside of settings while we're on the topic
of settings you can also customize your pipeline and settings as well as set up stage transition
rules which are perfect for saving you time as well so transition rules are particularly helpful
because they let you specify fields that need to be filled by users when you move from a deal from
one stage to another this is particularly helpful for the administration of tasks to be pretty
foolproof so you don't miss anything when you're transitioning to the next stage of the process you
can also manage fields in a much higher level of detail being able to capture the right information
per deals contacts companies products and and much more including the likes of the activities as well
from the settings you can also manage your user controls and organization but there's a
huge element to this that can really be unlocked and that's the integration and toppings inside of
biggin by zoho crm you can actually connect up all of the other zoho services like zoho books zoho
desk or campaigns or even zoho meetings you could also integrate your other experiences like zoom
mailchimp office 365 google xapia and much more this in particular is really helpful for being
able to keep connected with existing accounts for example when you've booked a meeting to be able to
populate your google calendar instantaneously is a huge time saver and potentially if you were to use
zoom then you could for example have that set up so it automatically creates a meeting link
there which makes it a really seamless part of the experience
they've also taken this approach with the email side of stuff but also the phone sign of stuff
they have a telephony service where you can either create a pbx contact center or
if you don't have an account you can set up using zoho's built-in contact center
but you for example if you already had one that was connected and you wanted to connect your
phone that you use to manage your calls then you can connect a wide variety of providers
but you can also create one from scratch as well now heading back to the email side of
stuff you can naturally be able to manage email and send email outwards you can for
example share your emails via a workflow creating email sequences for almost any customer operation
so one thing you can do is you can actually connect a twitter profile and that will connect
to your organization's twitter profile and it will help your organization keep track
of all the companies and contacts and what they're tweeting about to give you context
around anything that you might need to know so this is a tool that is used by small business
owners solopreneurs freelancers agencies and startups and it's really designed for that natural
transition from moving from spreadsheet to crm you can check out big and by zoho as it has a forever
free plan for businesses to get started and the paid edition starts at just seven dollars per
user per month you can check it out in the link description there is also a deal offered by zoho
which i'll include that is very specific to us so if you want to check that out you can below
so folks hopefully that was a helpful overview of giving you what's inside of bigen by zoho crm
it offers pretty wide range of abilities and it's much more friendly easy to use
and i guess mobile and affordable for those who are out there so well worth checking again out
and i'll put all the links in description anyway folks thank you very much cheerio
i'm