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

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