What you'll learn
Setting up your account
Managing contacts, and organizing deals
Automating tasks
Create custom Dashboards with KPI's and charts
Customize Zoho Bigin
Zoho Bigin fundamentals
Requirements
All you need is a computer or mobile device with internet access and a willingness to learn.
Description
Welcome to 'Zoho Bigin 101: A Beginners Guide'! Are you ready to unlock the potential of Zoho Bigin and transform your sales and customer relationship management (CRM) skills?I'll take you on a journey from Zoho Bigin novice to proficient user. Whether you're an entrepreneur, sales professional, or business owner, this course is designed to empower you with the knowledge and skills you need to streamline your sales process, manage your contacts, and boost your overall efficiency.In this comprehensive course, you'll become proficient in using Zoho Bigin to enhance your sales and CRM operations. From creating your account to configuring settings, importing records, optimizing customer interactions, and managing views and records, you'll gain the skills needed to excel in sales management. What you'll uncover:Master the Essentials: Begin with the basics as I guide you through setting up your Zoho Bigin account.Effortless Navigation: Demystify the user interface and effortlessly navigate through the system, maximizing your sales and CRM efficiency.Tailored to Perfection: Customize Zoho Bigin to your unique needs, manage user roles and permissions, and even build custom fields and modules.Data Migration: Learn the art of importing and managing contacts, companies, and products while maintaining data accuracy.Manage Customer Interactions: Dive into deal management, create and track opportunities, and discover the power of automation and communication.Visualize Success: Create and analyze customized dashboards, providing you with actionable insights and data-driven decisions.Throughout the course, you'll find practical examples to apply what you've learned to your specific business needs. Join us on this journey to mastering Zoho Bigin and boosting your sales efficiency.
Overview
Section 1: Introduction to Zoho Bigin
Lecture 1 Welcome!
Lecture 2 What is Zoho Bigin?
Lecture 3 Key Features and Advantages of Zoho Bigin
Section 2: Create an Account
Lecture 4 Create a Zoho Bigin Account
Section 3: User Interface and Navigation
Lecture 5 Navigating Zoho Bigin and understanding menus and modules
Lecture 6 Handling and configuring Views
Lecture 7 Navigating through records
Section 4: Settings and Customization
Lecture 8 Settings: Users and Controls
Lecture 9 Settings: Organization
Lecture 10 Settings: Fields
Lecture 11 Settings: Stages
Lecture 12 Settings: Forms
Lecture 13 Settings: Workflows
Lecture 14 Settings: Data Administration
Lecture 15 Settings: Toppings
Lecture 16 Channels: Email
Lecture 17 Channels: Messages, Phone, Social and Signals
Section 5: Import Records
Lecture 18 Import Products, Companies and Contacts
Section 6: Use and Interaction with Customers
Lecture 19 Operating Zoho Bigin
Section 7: Dashboards
Lecture 20 Visualizing data and building custom Components
Entrepreneurs,Sales professionals,Small business owners,Anyone interested in mastering Zoho Bigin

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