Telephony in Bigin

Telephony in Bigin

A day in the life of a sales person is filled with calls to prospective customers, trying to sell their products. They also receive various support calls from their customers.

Let's look at it this way.
A sales person who hasn't integrated phone with Bigin, has to call the prospective customer manually and then switch to Bigin to get the necessary information. Then once the call is over he has to manually enter the details in Bigin.
 
So his day goes by, making calls, searching for relevant data, and recording the call details. 
 
What if we bring phone inside Bigin?
He can make a call right from Bigin, has all the details of the record right in front and the call log is added automatically. 

Setup Phone in Bigin

To setup phone in Bigin 
  1. Go to Setup > Phone.
  2. Under Phone Settings click Buy a Number.

  3. In the Buy a Number popup, do the following:
    1. Select the Country from the drop-down list.
    2. Select the Number Type.
    3. Choose a number from the options available.
    4. Click Buy.

  4. Choose the Payment Duration.
    You can choose either Yearly or Monthly.   
  5. Enter the price and click Continue.
  6. Enter the Billing Details and click Proceed to Pay.
Note
  • The voice data is transmitted over the internet via WebRTC. Kindly make sure your browser is supported. 

    • Related Articles

    • Telephony

      Make and manage calls with your customers from CRM using Telephony Help guide Telephony - An Introduction Working with Telephony

    • Set up telephony

      Use telephony to create an integrated phone system and let your users complete calls with a single click from Zoho applications.   Your telephony integration: Gives pop-ups on all incoming calls. Notifies users of any missed calls and lets them set ...

    • Sending Email from Bigin

      You can send emails to your customers from Bigin account even without configuring your own personal email. However, the interactions will not be available inside your Bigin account. Once your email account is configured, email interactions with a ...

    • Pipelines in Bigin

      For any business, deals generate the revenue needed for the organization. In order to close the deal with your customer on a winning note, you need to have a suitable sales process.    Bigin allows you to replicate the sales process as pipelines. ...

    • Bigin add-on for Gmail

      Email is one of the primary means of communication for all businesses. These interactions can be with a customer or with a prospect who is interested in your business or service.    So, you use Gmail to manage these interactions and Bigin has all the ...