Bigin
Integrating with Zoho Meeting
When it comes to sales, it involves multiple meetings with the contacts say for a demo, negotiation or a discussion. It involves identifying a suitable time, the location, and booking a conference room. This is not always easy and a lot of time is ...
Integrating with Google
Integrating Google with Bigin allows you to synchronize all the contacts' information and the calendar events from Bigin with Google and vice versa. So, when a contact or an event is added on one account (Bigin/Google) the same will be updated in the ...
Integrate with Office 365
Integrating your Office 365 and Bigin accounts allows you to synchronize contacts and events from Bigin to Office 365 and Vice Versa. This ensures that whenever a Contact or an Event is added in one account, it will be updated in the other ...
Integrating with Zoho Desk
What is Zoho Desk? Zoho Desk is a help desk management software for your business that helps you provide solutions to problems faced by your customers. You can manage the support tickets across various channels such as email, phone, web forms, or ...
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 ...
Configure Signals
Gone are the days when everyone used to get in touch in person. With the advent of social media, customers take their feedbacks and queries to the social media platforms available such as twitter. When that is the case, you should be informed about ...
Configure Outgoing Call Users
Here you can specify the users from your Bigin account who can make an Outgoing call by assigning a number. Once that is done, the user can make outgoing calls from the appropriate number. To configure Outgoing call users Click the Outgoing call ...
Configure Incoming Call Routing
You can define what needs to be done when an incoming call is received. Either configure an IVR menu or Associate User to the call. Configure IVR - Interactive Voice Response is an automated system that interacts with prospects on your behalf and ...
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 ...
Actions that can be performed
Actions that can be performed by associating the twitter profile Follow the record - Click the twitter icon next to the record name and click Follow. Send a tweet Go to the record details page and click the Social tab. Click Tweet to [Record ...
Configure Social Profile
Social media has completely changed the way we communicate, market, sell and offer customer service. This helps in getting an idea about what your prospects are looking for, what interests them, etc. as they take all their feedbacks and suggestions ...
Troubleshooting tips for integrating Gmail account via IMAP
While configuring Gmail in Bigin using the IMAP Protocol, you might encounter the following error: 'Looks like the entered password is wrong or 'Allow less secured app access' is turned off in your Gmail account'. In that case, ensure that you do ...
Generate an App-specific Password
What is TFA (Two factor Authentication)? TFA adds a layer of security for your email account as your email and password is not enough for you to login. An unique code will be sent to the registered mobile number and you will be granted access upon ...
Configure Organization Emails
When communicating with your customers via email, it's best to make use of the organization's email rather than your own. Your personal email address might be flooded with emails and there is a high change of missing an important mail from your ...
Email Sharing
User's emails can be shared with other users in the organization's Bigin account. You can choose to share all the emails, share only the emails from selected customers or keep your emails private. The email sharing settings can be configured only by ...
Email Insights
Any business communication revolves around email communication and it is difficult to figure out how effective your email is. You are filled with these questions like, did he receive my email, did it open it? What if he didn't receive my email? ...
Manage Email Templates
View Template Bigin offers the following views: All Templates - All the templates in your Bigin account will be displayed. Favourites - The templates which you have marked as favourites will be displayed here. Created by me - Only the templates you ...
Create Email Templates
Email templates come in handy when you have to send one email to multiple recipients. You can customize the template to look exactly the way you want it to be. Create Email Template Bigin allows you to create email templates for the module of your ...
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 ...
Managing Email
One of the major modes of communication in any business is via email. When such is the case, imagine how easy it would be to view all the email conversations related to a contact or account right from Bigin? Bigin allows you to configure your IMAP ...
Bulk actions in List View
You can carry out certain actions from the list view of a module. These actions include: Send Email - Opens the email composer where you can compose your email and send it to the respective record. Call - Call the respective record. Create ...
Advanced filters
Apart from the various views available, you can filter records based on their field values. For example, you want to filter out the records whose Deal closing date is due in 2 days, and is tagged as a Premium Contact, you can apply those filters ...
Manage List View
List view allows you to group records present in your Bigin account based on a specific criteria. Viewing all the records without any order will be hard for you to pull the required record immediately. For example, you may want to view the contacts ...
Working with Dashboards
Dashboards are used to monitor business performance and the reports are shown to provide a quick and easy overview of how your business is performing with the help of charts, KPIs. You can create a dashboard and share it with all the users or few ...
Logging Calls
The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who ...
Creating Events
Events are carried out at the given place and given time for your customers. You can repeat the event that you have created and also set up a reminder. There are two ways of creating an Event. From the activities module. From the record details ...
Creating Tasks
Bigin allows you to carry out actions such as events, tasks or calls with your customers. Ideally, a salesperson has to manually keep tabs on the pending follow-ups or product demos that he has with his customers. With no actual means to remind him ...
Bulk actions in List View
There might be situations in your organization where you have to perform the same action for a set of records. Bulk actions in Bigin allows you to perform the action for the selected records from list view. For example, you might want to send the ...
Add Custom Fields
At times, the default fields available in the companies module might not suite your requirement. In that case, you can create custom fields of your choice. By default there are two sections in the companies module: Company information, Address ...
Use filters to find products
When there are lot of records in the products module, using filters will help find the required set of records easily. There are various set of advanced filters available such as: Time based filters, based on activities carried out, deal stage, ...
Manage List Views
The Products module will have lot of records and viewing them all at once is ineffective. Bigin allows you to group records of the same kind in a particular view. There are various standard views available such as All Products, My Products, Active ...
Manage Products
Products can be either goods or services, which are sold or procured by your organization. In Bigin, you can manage your company- wide products that are sold to the customers as well as procured from vendors. Both sales and purchasing departments can ...
Bulk Action in Deals Module
There might be situations in your organization where you have to perform the same action for a set of records. Bulk actions in Bigin allows you to perform the action for the selected records from list view. For example, you might want to send the ...
Move deals through stages
There are two ways in which you can move a deal to the next stage in your pipeline. You can simply click and drag the deal to the pipeline stage of your choice. When you start moving a deal, a toolbar appears at the bottom with the options such as: ...
Filter Deals
When there are lot of records in the Deals module, using filters will help find the required set of records easily. There are various set of advanced filters available such as: Time based filters, based on activities carried out, deal stage, email ...
Add Activities to a deal
Activities are the actions carried out by you, to successfully close a deal. It can be a phone call or a casual meeting. You can schedule that with a deal in your Bigin account. You can add Activities to a deal from the List view, Stage View or from ...
Add Custom Fields
At times, the default fields available in the Deals module might not suite your requirement. In that case, you can create custom fields of your choice. By default there are two sections in the contacts module: Deal information, Address information. ...
View Deals
The Deals module will have lot of records and viewing them all at once is ineffective. Bigin allows you to group records of the same kind in a particular view. There are various standard views available such as My Deals, Closing this Week, Closing ...
Manage Deals
Deals are important as they generate revenue for the organization. Ideally, Deals undergo the complete sales cycle, right from identifying the right prospect to the deal being won or lost. For example, you own a web hosting company called Zylker. ...
Bulk Actions in List View
There might be situations in your organization where you have to perform the same action for a set of records. Bulk actions in Bigin allows you to perform the action for the selected records from list view. For example, you might want to send the ...
Next page