![How to use Bigin by Zoho CRM: Zoho’s Dedicated CRM for Small Business [Video]](https://video.getpvd.com/wp-content/uploads/2023/10/mp_210899_0_0jpg.jpg)
In this Bigin by Zoho CRM tutorial, I help your small business get up and running with the Bigin CRM.Bigin launched in 2020 with a focus on creating a lightweight, agile and affordable CRM software for small businesses and startups.I talk a lot about Zoho products and how they work for SMEs, however, this is the first time I’ve discussed a product that is exclusively built for small, micro-businesses and start-ups. So, I’m excited to dive in and show you what Bigin is all about and how this dynamic CRM can benefit your business. Get started with the Bigin for free here ➜ https://zoho.to/BIGINSTEWARTGAULDMy audience will get a 50% discount up to $100 for new user signups. Coupon valid from 11-Oct-2203 to 30-Dec-2023.*(This Bigin link is an affiliate link, which means we will get a commission if you upgrade to a paid plan (with no extra cost to you) through this link, and this helps support our channel so we thank you in advance!) Why do I believe Bigin is a good CRM solution for small businesses?- Lightweight and agile.- Quick and easy to implement.- Team pipelines for streamlining all operations not just sales processes.- Excellent add-on features (Toppings).- One of if not the most affordable CRM.- Minimalistic yet powerful, ideal for small teams.- Extensive module and field customization.- Easy to manage and use like a Spreadsheet, yet more functional in every way. Helpful links and video resources that I mentioned in this video:- Setup Bigin in under 30 minutes (Users, Modules, Add-ons, and more): https://youtu.be/-mXerYUqvVU?si=SkBghGcV60AzZKR4- How to import records into Bigin:https://help.zoho.com/portal/en/kb/bigin/faqs/data-management/articles/how-to-import-contacts-into-bigin- Toppings and developer center breakdown: https://www.youtube.com/watch?v=MfBrVNbH8kM Today we navigate through the below chapters for this Bigin by Zoho CRM tutorial:0:00 Intro00:55 Getting started01:53 What you need to know02:15 What exactly is Bigin and who is it for?02:52 Bigin’s Modules04:02 Bigin settings04:14 Connect email04:51 Other channels05:24 Add users05:44 Customize modules and fields07:13 Team pipelines07:42 Create pipelines10:12 Sub pipelines11:58 Add company records12:29 Manage records13:15 Add contact records14:02 Workflows (Automate)16:48 Add products17:32 Create pipeline record (deal)18:35 Add tasks19:48 Toppings20:26 Email-in21:12 File Cabinet22:18 Forms23:27 Why do I like Bigin and who do I believe Bigin is best suited for?24:33 Support24:58 Outro Thank you Bigin by Zoho for sponsoring this video and supporting our educational channel for people to enjoy our content for free! Are you interested in joining our small business community? Join us to receive actionable tips, tutorials, and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this Bigin by Zoho CRM tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#bigin #zohocrm
Zoho CRM
![Streamline Sales Management [Video]](https://video.getpvd.com/wp-content/uploads/2022/12/mp_176993_0_0jpg.jpg)
Automate your sales process today!A sales process is a planned series of activities at every stage of your sales pipeline used as a roadmap for moving the sale forward. The sales process begins with the contacting of a lead and ends with the closing of a deal.One of the most important functions that you have as a sales manager is to set up and implement a sales process for your business. Let’s take a deeper look at crafting the perfect sales process for your business.0:00 Introduction 0:14 Lead Capturing02:04 Lead Distribution & Tracking02:40 Converting Leads03:08 Lead Conversion Mapping03:45 Deal Stages Customization06:06 ConclusionFor more information on our services and what we offer, visit our website:https://www.erphub.com/Looking to grow your business?Click on the link below to get in touch with our erphub team and get a free consultation to start growing your business today!Thanks for watching!
![CRM Zen Show Episode 219 – Ship Happens [Video]](https://video.getpvd.com/wp-content/uploads/2022/10/mp_155877_0_0jpg.jpg)
Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded Friday, October 7, 2022, and hosted by Brett Martin & Tyler Colt. 🚨 UPCOMING LIVE STREAMS 🚨Zoho Learn Full Product OverviewSeptember 20, 2022, 10:00 AM Pacific TimeRegister at – https://zenatta.com/events/🎬 *TIMESTAMPS* 🎬0:00 Intro0:44 Podcast Production By Podcaster Zen—-https://podcasterzen.com/2:30 Announcements & Events*Zoho News*3:29 Zoho Bookings October Updates4:29 Zoho Inventory October Updates5:57 Zoho Analytics Shopify Integration Update6:59 Zoho Meeting October Updates9:17 Zoho Backstage September Updates9:49 Zoho CRM September Community Digest11:10 Enhanced Notifications for Zoho Projects Android App11:59 Zoho Community SuperBuds*Implementation of the Week*15:37 CRM Outreach Automation based on Web Visit Data*Code Share Of The Week*19:01 Custom Lead Conversion—-https://club.zenatta.com/forums/topic/custom-lead-conversion/*This Week’s Read*22:08 Can You Create a Wikipedia Page for Your Company? [Best Practices & Guidelines to Know]—-https://blog.hubspot.com/marketing/create-company-wikipedia-page*New On Zenatta*24:50 What To Do If Your Email Is Blacklisted—-https://zenatta.com/what-to-do-if-your-email-is-blacklisted/*Pick of the Week*26:42 MXToolbox—-https://mxtoolbox.com/*Tip Of The Week*28:19 Email Verification Using Clearout—-https://youtu.be/DllrS7tytPQ30:09 *Q&A*👇 *SUBSCRIBE* 👇️ ♦️YouTube – https://www.youtube.com/channel/UCKRz7KrqKevWsu-frt9ELfg?sub_confirmation=1️ ♦️Newsletter – https://zenatta.com/newsletter/️ ♦️Zenatta Consulting Twitter – https://twitter.com/zenattaconsult/ ♦️CRM Zen Show Twitter – https://twitter.com/CRMZenShow️ ♦️Zenatta Consulting Facebook – https://www.facebook.com/ZenattaConsulting ♦️CRM Zen Show Facebook – https://www.facebook.com/CRMZenShow/️ ♦️Zenatta Consulting LinkedIn – https://www.linkedin.com/company/zenatta/ ♦️CRM Zen Show LinkedIn – https://www.linkedin.com/company/crmzen/🧠 *OTHER RESOURCES* 🧠️ ♦️Resource Library – https://zenatta.com/resources/️ ♦️Events – https://zenatta.com/events/️ ♦️Club Zenatta – https://club.zenatta.com/💻 *ABOUT US* 💻At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business. Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.🛑 *NEED ZOHO HELP?* 🛑Visit – https://zenatta.com/#CRMZenShow #Zoho #Zenatta
![Zoho CRM Dashboard & Reports Overview [Video]](https://video.getpvd.com/wp-content/uploads/2022/09/mp_147338_0_0jpg.jpg)
Zoho CRM Tutorial Video #43 Today, we’ll be discussing the Zoho CRM dashboard and reports overview.You could use the Reports module in Zoho CRM for tracking your company activity. There’s a list of system default reports available in this module, but you could also create custom reports. This is an example of the report pipeline by stages; you could see all deals pipeline groups by the stage, every account, every deal, closing date, probability, and total sum of amount. It is also possible to create a chart for some reports. When you build your report, you could select multiple modules; you could select a parent module, then additional child module, and even more. For example, you could see a report for all accounts with all invoices and all meetings inclusive or exclusive. An additional module in Zoho CRM is the analytics module. Here you could also check the system default dashboards, but also create your custom dashboard with different components. This is an example of lead conversion to the deal. So you could build a component where you could see the total number of leads, total number of leads converted into clients, number of deals created, deals won, and total conversion rate. It is also possible to create different kinds of analytics here. Charts, lists, and some other. That’s it for today’s Zoho CRM setup guide.______ BONUS !!! Open a free Zoho One trial account and get a free demo from Zoho.Follow this link to open Zoho One Free Trial: https://rebrand.ly/8lq6o6h______ BONUS !!! Upgrade your free Zoho account to paid within 25 days and get a free consultation from our expert. Book your consult: https://rebrand.ly/bth0yk9______OUR SERVICESFully utilizing ZOHO’s potential requires specific expertise. Our team can quickly handle any implementation – from the simplest to the most complex – from speedy CRM configuration to integration with your ERP system and data migration, to effective training and user adoption.Quick Start CRMA functioning Zoho CRM up and running in just two weeks.Full Business PlatformAll Zoho applications and modules, 3rd party software tools integrations, data migrationsManaged ServicesOngoing support – multi-month SLA agreements or bank of hoursRequest more info at knowhow@customerization.ca training and user adoption.______ Important linksTag Customerization as your Zoho Partner: https://rebrand.ly/283zhcb______ Connect with us on Social Media: LinkedIn: https://www.linkedin.com/company/cust…Personal LinkedIn: https://www.linkedin.com/in/kiratcher…______ CONTACT USWebsite: https://customerization.ca/Email: knowhow@customerization.ca See you soon!
![CRM Zen Show Episode 203 – Return Of The Tyler [Video]](https://video.getpvd.com/wp-content/uploads/2022/06/mp_126351_0_0jpg.jpg)
Welcome to the CRM Zen Show, where we talk about all things Zoho! This episode of the CRM Zen Show was recorded Friday, June 17, 2022, and hosted by Brett Martin & Tyler Colt. 🚨 UPCOMING LIVE STREAMS 🚨Zoho Marketing Automation & Campaigns Full Product Overview – 2022June 21, 2022, 10:00 AM Pacific TimeRegister at – https://zenatta.com/events/🎬 TIME STAMPS 🎬–0:00 Intro–0:36 Public Service Announcement: Zoho Unable To Fetch Bank Feeds Update–1:47 Announcements & EventsZoho News–5:34 WorkDrive 3.0 Part 2–8:18 Zoho Meetings Forever Free Edition Gets More Features–11:43 Zoho Workerly Adds Job Rosters in the Shifts Module Implementation of the Week–13:05 Product Sample Management via Zoho CRM + InventoryCode Share Of The Week–17:36 Passing Path Parameters As A Key-Value Map Structure—-https://club.zenatta.com/forums/topic/short-and-sweet-code-for-passing-path-parameters-as-a-key-value-map-structure/This Week’s Read–21:09 How to Leverage the 5 Stages of the Customer Buying Cycle for More Sales—-https://blog.hubspot.com/blog/tabid/6307/bid/19022/how-to-leverage-the-5-stages-of-the-customer-buying-cycle-for-more-sales.aspxNew On Zenatta–23:05 Our 10 Favorite WordPress Plugins – 2022 Update—-https://zenatta.com/10-favorite-wordpress-plugins-2022Pick of the Week –28:19 Elgato Stream Deck—-https://www.elgato.com/en/stream-deckTip Of The Week–33:28 Getting Started on WordPress with Zoho PageSense —-https://youtu.be/LSNwjTF45aQ–35:58 Q&A 👇 SUBSCRIBE 👇️ YouTube – https://www.youtube.com/channel/UCKRz…️ Newsletter – https://zenatta.com/newsletter/️ Twitter – https://twitter.com/zenattaconsult/️ Facebook – https://www.facebook.com/ZenattaConsu…️ LinkedIn – https://www.linkedin.com/company/zena…🧠 OTHER RESOURCES 🧠️ Resource Library – https://zenatta.com/resources/️ Events – https://zenatta.com/events/️ Club Zenatta – https://club.zenatta.com/💻 ABOUT US 💻At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business. Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.🛑 NEED ZOHO HELP? 🛑Visit – https://zenatta.com/https://www.youtube.com/channel/UCKRz7KrqKevWsu-frt9ELfg?sub_confirmation=1️ Newsletter – https://zenatta.com/newsletter/️ Twitter – https://twitter.com/zenattaconsult/️ Facebook – https://www.facebook.com/ZenattaConsulting/️ LinkedIn – https://www.linkedin.com/company/zenatta/#CRMZenShow #Zoho #Zenatta
![3 Pro Tips for Lead Conversion Mapping in Zoho CRM [Video]](https://video.getpvd.com/wp-content/uploads/2022/06/mp_121129_0_0jpg.jpg)
There is often some misunderstanding of the main modules inside the CRM and their overall relationship with one another. In this tutorial, we focus on where it all starts, the Leads Module, and how it relates to the other modules.🎬 TIME STAMPS 🎬 –0:00 Intro–0:23 #1 – Defining a Lead–1:17 #2 – Lead Conversion Mapping– 2:35 #3 – Converting a LeadHow to Set Up the NEW Zoho Campaigns Sync – https://youtu.be/zydxhnkRZZg🚨 UPCOMING LIVE STREAMS 🚨Zoho Marketing Automation & Campaigns Full Product Overview – 2022June 21, 2022, 10:00 AM Pacific TimeRegister at – https://zenatta.com/events/👇 SUBSCRIBE 👇♦️ YouTube – https://www.youtube.com/channel/UCKRz7KrqKevWsu-frt9ELfg?sub_confirmation=1♦️ Newsletter – https://zenatta.com/newsletter/♦️ Twitter – https://twitter.com/zenattaconsult/♦️ Facebook – https://www.facebook.com/ZenattaConsulting/♦️ LinkedIn – https://www.linkedin.com/company/zenatta/🧠 OTHER RESOURCES 🧠♦️ Resource Library – https://zenatta.com/resources/♦️ Events – https://zenatta.com/events/♦️ Club Zenatta – https://club.zenatta.com/💻 ABOUT US 💻At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business. Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.🛑 NEED ZOHO HELP? 🛑Visit – https://zenatta.com/ #ZohoCRM #LeadConversion #Zenatta
![How To Use Zoho CRM | Free CRM Software for Small Business [2022] [Video]](https://video.getpvd.com/wp-content/uploads/2022/03/mp_94732_0_0jpg.jpg)
In this updated Zoho CRM tutorial for beginners, I walk you through all the essential features and activities that you can leverage within Zoho’s free CRM.Zoho is an all-in-one business suite, that offers an overly generous free CRM software for small businesses (up to 3 users). Simply engage in deal, task, lead, contact and account management all within Zoho’s free CRM. One of our favourite aspects of Zoho is their extensive integrations with other Zoho applications (Most offer free plans too!). Get started with the Zoho CRM for free here:https://go.zoho.com/uuY*(This Zoho CRM link is an affiliate link, which means we will get a commission if you upgrade to a paid plan (with no extra cost to you) through this link, and this helps support our channel so we thank you in advance!)Want to learn about Zoho projects? Check out this tutorial:https://youtu.be/UOx9RGlPfwcWant to learn about Zoho mail? Check out this tutorial:https://youtu.be/bUSE7K7o5YwWant to learn about Zoho Desk? Check out this tutorial:https://youtu.be/pCcUD5c9LZw Today we navigate through the below chapters for this Zoho CRM tutorial:0:00 Intro01:35 Getting started03:21 Sign up for free04:48 Settings05:46 Add users (team members)07:00 Zoho applications07:52 Home dashboard08:44 Customize home page11:44 Leads13:31 Convert leads15:41 Contacts17:16 Accounts18:46 Deals21:04 Customize sales pipelines22:03 Tasks24:11 Meetings25:38 Calls26:33 Reports27:19 Feeds27:51 Add modules29:06 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this Zoho CRM tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#zoho #crm
![How to Convert a Lead in Zoho CRM | RFDM Solutions [Video]](https://video.getpvd.com/wp-content/uploads/2021/12/mp_59712_0_0jpg.jpg)
Learn about proper lead conversion steps, including field mapping from Lead to Account, Contact, and Deal, when converting a lead in Zoho CRM. This is a snippet from our on demand webinar on Next Level Sales Growth in Zoho CRM: https://www.rfdmsolutions.com/webinars/on-demand-webinar-next-level-sales-growth-in-zoho-crm-2https://www.rfdmsolutions.com/
![How to select an opportunity record type on lead conversion [Video]](https://video.getpvd.com/wp-content/uploads/2021/11/mp_44092_0_0jpg.jpg)
When converting a lead from salesforce, and when you have multiple opportunity record types, you may want to selectively add the record type without having to go into the opportunity and then convert the record. This is particularly true if you do not have multiple lead record types. If you had multiple lead record types you would simply map the two but this video shows you how to select the record type on opportunity conversion.Relevateconsulting.com.au is a CRM and Marketing Automation consultancy that helps people create amazing customer experiences. Rippahosting.com.au is our web hosting business.
![Zoho CRM – Lead Conversion Mapping [Video]](https://video.getpvd.com/wp-content/uploads/2021/10/mp_43066_0_0jpg.jpg)
https://www.upwork.com/fl/~01124c4e8a23933311*** Zoho Training Available ***JosephZoho CRM Consulting – ZCRMCHiring an amateur is twice as much as hiring a professional – Knowledge Matters!
![ActiveCampaign Customer Relationship Management (CRM) Software | AnyTechTrial.Com [Video]](https://video.getpvd.com/wp-content/uploads/2021/06/mp_19287_0_0jpg.jpg)
Active Campaign CRM is a CRM (Customer Relationship Management) that active your entire customer experience by giving you the power needs, flexible, and easy-to-use tools that you need to create an amazing customer experience. This experience is available for all sizes of businesses from small to large and is also integrated with 300+ tools including Shopify, Square, Salesforce, Facebook, Eventbrite, and WordPress.Active Campaign is a cloud-based CRM is a one-stop marketing solution that provides pre-built automation including email marketing, marketing automation, and CRM tools for personalization across social, email, messaging, chat, and text. With this solution, we can remove the silos between data sources, communication channels, and teams that help to grow your organization and create a personalized customer relationship.Available for free trial @https://www.anytechtrial.com/categories/crm-software/most-popular-top-best-crm-software/activecampaign-crm-software-free-trialFind other most popular CRM software @https://www.anytechtrial.com/categories/crm-software/crm-software-top-10-most-popular-best-customer-relationship-management-toolsAnd off-course like 10000+ more software you can access free trials here at www.anytechtrial.comWebsite @ https://www.anytechtrial.com/