Bigin Full Product Overview

Are you looking at getting started with Bigin by Zoho CRM? In this tutorial, Tyler will walk you through a general overview, basic customization, and some workflow setups in Zoho's lightweight CRM application.
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🎬 TIME STAMPS 🎬
--0:00 Intro
--0:53 Tutorial Overview
--2:19 Product Overview
--6:04 Creating a Deal
--9:17 Settings
--10:35 Adding Custom Fields
--12:15 Customizing Pipelines & Stages
--15:19 Building Web Forms
--16:27 Workflows
--20:09 Data Administration
--20:57 Integrations
--23:14 Channels Overview
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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.
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[@NerdDiva]

Great overview!

[@posturestars]

Awesome job on this training video, you nailed everything I needed to know 👍👍

[@angelaamsterdam]

Hi Tyler, thank you for this great tutorial. I am new at your channel and I'm impressed by all the very useful content. Bigin looks like the perfect app for my start-up and I am already looking forward to using it. I'll be watching more of your video's. Thanks!

[@daviddutymentor]

I'm a one man band and only have individuals that I sell to. Zoho CRM while I was excited years ago when I started using it I soon lost interest. Bigin seems like it is going to be perfect. It would have been nice if you could have set up a new company and person, etc. created a deal, sent an email, task etc. so I could see how it all fit together.

[@scientificapproach6578]

Can yo show how to sync the calendar to Google, still not working for me.

[@Zenatta]

Hi ScientificApproach! We may circle back and record a full video on this, but for now, here are the steps in Bigin: Access Settings (cog icon in top right hand corner) > Toppings submenu in right-hand vertical menu > "Setup Now" button in the Google placard. I hope this is helpful!

[@scientificapproach6578]

@@Zenatta did that 3 months ago. Events Sync Status is active Contacts Sync Status is active Still no calendar appointments from my business Gmail Sync to Bigin.

[@thomashartmann5037]

Thanks for the overview, but it's a bit annoying that you keep repeating that this a very down-sized version. I would guess that the majority of the viewers are looking for a simpler and not to expensive solution suited for small business customers. It is obvious for the viewer that there is far more powerful CRM solutions out there.

[@Zenatta]

Thanks for the feedback Thomas! We're always looking for ways to make our content more succinct and helpful for our viewers.

[@vaporwareproducts]

Thx how can I get my Facebook and other SoMe contacts into my Bigin platform, it would be great to easily integrate my FB or other SoMe activities into Bigin. Thx!

[@vigneshharidas5188]

Can I integrate Bigin with Power BI. Please help me out @zenatta

[@Zenatta]

Hi Vignesh, We answered your question in the latest CRM Zen Show episode, you can jump right to it here, kzbin.infoJ1RteFwD0F4?feature=share&t=2539