Zoho Bigin
Struggling to keep your sales pipeline moving smoothly? Zoho Bigin is here to simplify, streamline, and supercharge your sales process — and we’re sharing a few pro tips to get your sales engine running smoother than ever
- Use Pipelines Effectively
Zoho Bigin allows you to create customizable sales pipelines that visually represent every stage of your sales process. Whether it’s lead qualification, proposal sent, or deal closure — each step is clearly laid out. This visualization helps your team stay focused, track progress, and take immediate action where needed. It simplifies prioritization and ensures that no deal slips through the cracks.
- Automate Follow-ups
Manual follow-ups can be time-consuming and error-prone. With Bigin’s automation capabilities, you can set up workflows to automatically send reminder emails, schedule follow-up tasks, or notify your team when a deal has been inactive. This reduces the chances of losing potential customers due to delays or forgetfulness and keeps your pipeline consistently active.
- Go Mobile-First
Zoho Bigin comes with a powerful mobile app designed for sales teams on the move. Whether you’re in the office, at a client meeting, or traveling, you can access customer data, update deals, schedule tasks, and respond to leads in real-time. This mobile-first approach ensures that you’re always connected and can close deals faster, no matter where you are.
- Integrate Seamlessly
Bigin supports integrations with tools like email platforms, telephony systems, and other Zoho apps (e.g., Zoho Books, Zoho CRM, Zoho Desk). This means all your communications, customer interactions, and support data are connected in one place. It eliminates data silos, improves productivity, and creates a smooth flow of information across your sales process.
- Track Real-Time Insights
With Bigin’s built-in dashboards and reporting tools, you get instant visibility into key sales metrics — such as win/loss ratios, deal velocity, and team performance. These real-time insights help you identify bottlenecks, optimize strategies, and make data-driven decisions to improve overall sales performance.
At AGSuite Technologies, as an advanced Zoho partner, we help businesses unlock the full potential of Zoho Bigin. Let us guide you in automating your workflows, improving your sales flow, and driving growth!
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