Bigin CRM Tutorial 2024 | How to Use Bigin by Zoho (Step-By-Step Tutorial)

Introduction

Customer relationship management (CRM) software has become indispensable for managing sales pipelines, tracking leads, and providing high-quality customer service. Zoho recently launched Bigin, its next generation CRM offering an innovative new take on CRM. 

This "Bigin CRM Tutorial 2024, How to Use Bigin by Zoho" guide will walk you step-by-step on getting started with Bigin, taking advantage of its powerful yet intuitive features to organize your contacts, landed accounts, leads and deals. By the end, you’ll be fully equipped to drive sales growth and account management using Bigin. Let’s get started!

VIDEO TUTORIAL:-

Onboarding to Bigin

After signing up for a free trial Zoho account, you can access Bigin under the CRM module. The first step is importing contacts – click on the Import button in the Contacts section to bring in data from spreadsheets or other sources using the intuitive data mapper. 

Next, customize Field Labels under Setup to match your business terminology – for example, rename “Account Name” to “Client”. Define any additional custom fields that are specifically relevant as well.

Finally, map imported Contacts to Accounts to create unified profiles for your customers and leads under one roof. Simply drag contacts onto accounts to build hierarchical relationships in just a few clicks.

Organizing Your Data

A key Bigin capability is creating custom Objects – essentially custom data modules beyond standard contacts/accounts/deals to manage your unique business functions. 

For a recruiting firm, Objects may include Candidates, Job Positions, Interviews while a product company may utilize Objects for Inventory, Orders and Returns. Click on Setup > Objects to get started.

You can track detailed client Interactions including touchpoints via calls, emails, meets and custom interactions for complete visibility. Bigin’s Activity Dashboard collates this data beautifully for pipeline analysis. 

Building Your Sales Pipeline  

Of course, relating leads and closing deals is the heart of Bigin. First, segments Contacts into Lead, Account or Deals stages. Assign relevant Lead Scores to gauge interest levels based on activity and criteria. Define your sales process by customizing pipeline Stages – typical ones include Prospect, Qualified, Negotiation, Closed/Won.

Creating Deals links them to the parent Account while housing deal-specific details. Attach multiple Contacts to deals to represent key decision-makers. Set Expected Close Dates, Values, Probabilities and priority Tags.

Advanced Capabilities to Leverage

Beyond basics, Bigin offers incredible capabilities through AI and automation. Its Sentiment Analyzer gauges emotions in customer interactions to highlight pain points or enthusiastic interests. Intelligent Assistant surfaces recommendations and reminders to follow up with hot leads. 

Complex workflows can be automated via Pre-built and customizable Rules determining actions based on triggers. Email templates with merge fields enable personalization at scale.

Robust Analytics and Reporting

Bigin equips managers with 360-degree pipeline visibility through Kanban boards granting deal progress oversight. Charts summarize deal values, confidence levels, and more while Reports compile detailed cross-sections of metrics.

Dashboards offer unified views of critical KPIs. Click on Insights for an interactive birds-eye perspective powered by AI, instantly filtering data by Segments, Timelines and Metrics for quick analysis. Custom reporting is also available.

Integrations and Apps  

A major advantage Bigin provides is deep integration across Zoho’s 30+ app ecosystem including Zoho Mail, Books, Desk and more. Connect to 100+ third-party tools like Gmail, Slack, HubSpot and PayPal as well via Zapier.  

Install Apps from the Zoho Marketplace for added functionality - the SurveyGizmo app enables sending surveys to contacts while Dropbox Sync backups all CRM data automatically. Explore the Apps tab within Bigin to bolt on tools catered for your workflows.

Get Expert Support

As you onboard your team onto Bigin CRM, leverage Zoho’s multi-channel customer support including forums, an extensive knowledge base, live chat, email, and phone assistance. Zoho also offers training services to help you gain full command of advanced features.  

Conclusion

Zoho Bigin represents the cutting-edge of CRM solutions with its easy yet customizable nature, AI analytics, automation capabilities, ecosystem tie-ins and stellar support. Following this "Bigin CRM Tutorial 2024, How to Use Bigin by Zoho" guide, you can get started organizing contacts, tracking the full sales cycle in customizable pipelines and ultimately driving more deals with Bigin. Sign up today for a free trial!