Grow Your Business with Bigin by ZOHO: Easy CRM for Small Businesses

To succeed as an entrepreneur, understanding your customers is crucial. This will be a comprehensive workshop on how to effectively identify and engage with your target market. This session will guide you through the essential processes of gathering and managing customer data, building meaningful relationships, and tracking the key customer metrics that drive success.

Join Smart Tech Inc. every Thursday for a free, expert-led, hands-on workshop designed to help you implement Bigin by Zoho, a CRM made specifically for small businesses.

This interactive session not only teaches you how to set up and use Bigin effectively, but it also delivers powerful insights drawn by Ritu Thakur, Founder and Practice Director of Smart Tech Inc. Her proven strategies on customer understanding and business growth have been spotlighted by the CSUF Startup Incubator and are at the heart of this training experience.

Workshop Highlights:

• Approaches to understanding customer needs and journeys
• Building and nurturing effective customer relationships
• Identifying and tracking key customer metrics
• Best practices for gathering and managing customer data

Workshop Objective:

This workshop is perfect for entrepreneurs who are looking to understand their target market segments, gather relevant customer data, and learn how to use that data to make informed business decisions. By the end of the session, you will have a clear understanding of how to engage your customers and leverage insights to drive business growth.

What You'll Learn

CRM Setup and Navigation:

• Create your Bigin account from scratch

• Understand key modules: pipelines, contacts, companies, products, and activities

• Navigate the interface confidently

Business Customization:

• Add and manage company details

• Invite team members, set roles and permissions

• Create branded communication

Sales Pipeline Management:

• Build custom pipelines for your business model

• Manage deals and stages effectively

• Keep your team organized and aligned

Contact and Company Management:

• Add or bulk import contacts

• Use filters, tags, and fields for segmentation

• Capture leads through embedded forms

Activity Scheduling:

• Plan calls, tasks, and meetings

• Leverage calendar views and reminders

• Reschedule easily with drag-and-drop tools

Product and Deal Linking:

• Manage product/service lists

• Connect products to specific deals

• Import product data in bulk

Dashboards and Reporting:

• Visualize performance metrics

• Track team progress in real time

Automation and Integrations:

• Link Bigin to email, forms, and external tools

• Set up workflows for follow-ups and reminders

Exclusive Benefits for Attendees:

All eligible participants will receive:

• A one-year free Bigin CRM license for one user (no credit card required)

• Full access to workshop recordings and setup guides

Ready to Take Control of Your Growth?

• Transform how you manage customers.
• Clarify your processes.
• Empower your team.

Join us this Thursday.

Let Smart Tech Inc. help you turn relationships into results—starting with Bigin.