About

This is a one-day virtual training program for Bigin. The training duration is for seven hours (including breaks).

Who is it for?

Bigin is a pipeline-centric CRM solution focused exclusively on small and micro businesses who are still stuck using spreadsheets and have never tried a CRM solution for their business before. It's also an ideal fit for freelancers and individuals who want to manage their business pipelines online. With features like multiple pipelines, built-in telephony, and workflow automation, Bigin contains just the right feature set to help small businesses run a full-scale customer-facing process inside their CRM.

Agenda

Getting started
  • Introduction to Bigin
  • Basic app terminologies
Data organization and process management
  • Team Pipelines
  • Contacts
  • Companies
  • Products
  • Activities
Users and control
  • Roles and profiles
  • Add users
Import
  • Import from a file
  • Import from other CRMs
Email integration
  • Email configuration
  • Org emails
  • Email insights and Signals
  • Email-In topping
Advanced features
  • Webforms
  • Email templates
  • Mass emails
  • Workflow rules
  • Stage transition rules
Other channels
  • Telephony
  • Twitter
Data analysis
  • Managing dashboards
  • Adding KPIs and charts
Data administration
  • Export
  • Data backup
  • Recycle bin
  • Audit log
  • Storage
Toppings and Marketplace
  • Zoho applications
  • Third-party apps
  • Toppings
Mobile apps
Subscription management
  • Pricing plans explained (if prospects are present)
  • Upgrading to a paid plan (if prospects are present)
  • Increase feature limits through add-ons (for existing customers)

Through online training, we aim to offer a completely personalized online training package tailored exclusively to meet the trainees' business requirements.

register now