Leveraging ZOHO Bigin for End-to-End Customer Relationship Management 

Time: [4:00 – 5:00 PM] 
Duration: 60 minutes 

Topics Covered:  

1. Introduction  

• Brief overview of ZOHO Bigin 

• Importance of end-to-end CRM in managing customer relationships 

2. Lead Management  

• Lead Capture: Integrating lead sources (web forms, social media, etc.) 

• Lead Assignment: Automating lead assignment to sales reps 

• Tracking and Follow-ups: Using Bigin’s tools to monitor lead progress and schedule follow-ups 

3. Sales Pipeline Management  

• Pipeline Stages: Customizing pipeline stages to fit your sales process 

• Deal Tracking: Managing deals from initial contact to closing 

• Sales Forecasting: Utilizing Bigin’s forecasting tools to predict sales outcomes 

4. Customer Engagement  

• Communication Tools: Using email, calls, and messaging within Bigin 

• Task Management: Assigning and tracking tasks related to customer engagement 

• Meeting Scheduling: Integrating calendars to manage meetings with customers 

5. Customer Support and Service  

• Knowledge Base: Using Bigin’s knowledge base features to assist customers 

• Customer Feedback: Collecting and analyzing customer feedback to improve service 

6. Analytics and Reporting  

• Performance Metrics: Tracking key performance indicators (KPIs) using Bigin’s analytics tools 

• Custom Reports: Creating and customizing reports to monitor sales and customer interactions 

• Data Insights: Leveraging insights for strategic decision-making 

8. Q&A and Wrap-Up  

• Open the floor for questions from the audience 

• Summarize key takeaways and actionable steps 

• Provide resources or next steps for further learning about ZOHO Bigin