What kind of reporting does Bigin offer for sales and performance tracking?
Zoho Bigin provides key sales insights with built-in reports such as:
Sales by Pipeline Stage: Track how many deals are in each stage and their values.
Deal Conversion Rates: Understand which stages are bottlenecks in your process.
Activity Reports: Monitor team performance based on calls, tasks, or meetings completed.
Custom Reports: Build reports based on fields like source, close date, or deal size.
Funnel Reports: Visualize conversion flows to optimize your sales process.
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How can Managed Services Providers use Bigin to offer CRM as a Service?
MSPs can offer Zoho Bigin as a lightweight CRM solution to their SMB clients by: Setting Up Custom Pipelines: Align Bigin with the client’s industry and process. Training Users: Educate client teams on deal handling, contact management, and ...Can Bigin be used for client relationship management in non-sales use cases?
Yes. Bigin’s versatility makes it suitable for non-sales CRM use cases like: Donor Management for NGOs. Applicant Tracking for small HR teams. Project Inquiry Tracking for construction firms or freelancers. Event Registration Management for planners ...How does the Pipeline Management system in Bigin help streamline deal tracking?
Bigin’s pipeline-centric approach is one of its strongest features for tracking deals. It offers: Drag-and-Drop Interface: Move deals across stages like ‘Prospect’, ‘Negotiation’, ‘Won/Lost’ with ease. Multiple Pipelines: Create different pipelines ...What is Zoho Bigin, and how does it support small business sales operations?
Zoho Bigin is a lightweight, pipeline-focused CRM designed specifically for small businesses that need to manage customer relationships without the complexity of enterprise-level tools. It offers: Simplified Sales Pipelines: Visual pipelines that map ...How does Zoho Bigin support collaboration between sales team members?
Bigin encourages internal collaboration through features like: Deal Ownership: Assign team members to deals, ensuring clear accountability. Notes & Mentions: Leave contextual notes on deals or contacts and tag colleagues for input. Shared Pipelines: ...