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zoho bigin for small business
  • January 5, 2024
  • CRM-Masters
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Zoho Bigin Sales Pipeline Management Solution For Business

When you are running a small business, building trust with your customers is essential; the best way to do that is by using Zoho CRM for your small business.

If your current Customer Relationship Management (CRM) system is not enabling you to engage with potential customers effectively, it is time to consider replacing it with a more effective solution with the help of the best Zoho Consulting Services. One of the most attractive CRMs for small business owners is Zoho Bigin, which is specifically designed to meet the needs of small businesses. Zoho Bigin provides comprehensive customer relationship information access in a user-friendly platform, enabling businesses to close deals promptly and securely.

This blog post will provide an in-depth analysis of Zoho Bigin’s features and capabilities in sales pipeline management.

What is Pipeline Management in CRM?

The term “Sales Pipeline management” is often used to describe how incoming sales opportunities are managed and tracked throughout the lifecycle of a lead until they are closed as won/lost. For a business that relies on spreadsheets, tracking sales and subsequent follow-ups can be a pain point as it grows and changes over time. The modern solution for businesses that want to move away from the cluttered spreadsheet world is to choose a CRM with Sales pipeline management tools.

Why Sales Pipeline is Essential in CRM

A sales pipeline provides a real-time view of each customer’s stage in your sales lifecycle. This data makes informed decisions about how to step closer to closing a deal. A sales pipeline track to achieve your weekly or monthly sales goals. It can also provide insight into your sales reps’ performance based on your lead conversion rate. Pipeline management software is at the core of every business’s sales funnel. It’s a changing thing that must be monitored regularly to keep business successful.

All About Zoho Bigin?

Zoho Bigin is a pipeline-focused CRM powered by Zoho CRM. It is developed and priced to meet the specific needs of small enterprises; the CRM is specifically designed to improve your customer-centric operations.

As we all know, small businesses have limited resources, so they must manage many different business activities. Small business owners must rely on various software tools, such as spreadsheets, helpdesk, CRM, project management apps, etc. When you choose an effective CRM, you can engage with your leads, organise your contacts, manage your pipelines, and understand where you are doing well and where you are not doing well. Zoho Bigin is one of the best CRMs for small businesses.

Benefits of using a Pipeline Management Software

  • Handle Multiple Sales Pipelines
  • Analyse Sales Strategy
  • Zero Errors
  • High Revenue Growth
  • More leads
  • Improve sales performance
  • Generate Pipeline Reports
  • Proper sales strategy
  • Guides for shortening the sales cycle
  • Predict Revenue

Features of Zoho Bigin

Bigin provides a range of features to enable users to interact with potential leads in various ways. These features, such as emailing, Twitter, and Webforms, as well as integrated telephony capabilities, enable users to reach their leads in a manner that is convenient for both parties. Users can first capture leads through Bigin’s tailored Webforms components and convert high-intent website visitors into leads.

Once you’ve got a couple of leads, try integrating your business email with Bigin. It’s an excellent way to send bulk emails to prospects, save time on email templates and signups, and see insights and reports. Bigin also has Twitter integration to get a complete history of your contact’s tweets, likes, and followers. You can even follow them back to stay on top of the conversation without leaving your CRM.

A visible pipeline is one of the most critical features of any CRM. With Bigin’s pipeline management tool, you can view all the details about your deals in real-time, manage individual deals pipelines for different stages of your daily sales cycle, personalise data with intelligent filters to quickly find what you’re looking for, and keep a clear view of activities such as tasks, calls, and events.

Some other features of Zoho Bigin Include:-

  • Industry-specific templates
  • Task workflows and automation
  • Pre-built dashboards
  • Mobile Optimization
  • Integration with other Google Workspace and Microsoft 365
  • Custom Roles and Profiles
  • Real-time notifications

How can small businesses benefit from using Bigin?

When running a small business, you know that tracking your leads and customers is one of the most critical tasks on any growing business owner’s checklist. And it’s just one more thing to keep an eye on. That’s why we recommend a CRM solution for every business, regardless of size.

Bigin is a powerful tool that enables organizations to effectively organize their business data into contact, company, pipelines, and activities, enabling them to identify which areas require the most attention. Additionally, Bigin facilitates effective team communication, allowing them to collaborate more effectively and maximize productivity.

1. Manage Multiple Pipelines

Small businesses that have multiple operations may not be able to benefit from homogenous pipelines. For example, small business owners may require specific tasks to be completed, which may necessitate the involvement of a small team. Examples of such tasks include:

  • Following up with Prospects
  • Onboarding new customers
  • Issuing Refunds
  • Addressing customer tickets

So, in this situation, a single pipeline isn’t enough. That’s where Team Pipelines come in. Every time you use Zoho Bigin, you’ll have access to dedicated pipelines to execute various business processes effectively. You can customize them with specific fields, pipelines, stages, record types, profiles, and permissions.

2. Facilitates Automation of Your Business Processes

No matter what industry you work in, some tasks need to be done repeatedly. For example, you must follow up with a client, assign follow-up tasks to your salesperson, and let your sales manager know when a new customer is added. These tasks may seem simple, but doing them repeatedly can quickly become tedious.

You will likely need to remember some of these tasks, which could lead to difficulties in the future. Automating these tasks can be highly beneficial, and Zoho Bigin provides the automation of business processes to ensure that you do not miss tasks or activities.

3. Capture Website Visitors as Contacts

Another significant benefit of using Zoho Bigin is that it helps you capture website visitors as leads. Your customers are more likely to know about your products if they visit your website. Zoho Bigin allows you to create and include web forms on your website. This way, genuine customers can submit their information and be recorded as leads in your account.

4. Easy Customization

You can easily set up a Bigin account and customize what you see and how it’s displayed. Plus, you can add custom fields to your modules to see the data differently.

5. Easy Implementation

A comprehensive pipeline management tool is designed to be operational quickly, eliminating the need for personnel training or instructional videos. The user interface is straightforward and user-friendly.

6. Create Activities

If you’re a small business owner, you know how important it is to keep track of all the tasks in your business. You also know that you need to keep a record of all the activities that happen in your business. For Bigin, all the calls, all the events, and all the tasks are categorised as activities.

The activities modules of a Bigin account provide a convenient way to create follow-up tasks and assign them to sales representatives. Additionally, customers can be provided with call details, such as the call’s purpose, duration, and outcome. Furthermore, customers can be invited to an event for an on-site demonstration.

7. Allows you to Stay Connected Across Channels

As technology improves, there are more ways for customers to contact you, such as phone calls, Twitter, Email, and even support tickets. As a result, it usually involves switching between different applications, which makes it easier to complete tasks.

Bigin is renowned for bringing all its components together in a single window, enabling users to effectively manage all aspects of their business from a single, centralised platform. All that is required is to open the record details page to view all interactions between the company and its customers. Additionally, Bigin provides notifications when someone tags the company on Twitter, as well as the ability to make calls and respond to customer support tickets in a single, user-friendly interface.

8. Protects your Sensitive Business Information or Data

Since all your data is stored in the exact location, it is essential to protect sensitive information. In any company, restricting access to your company’s data to specific users is often necessary. You can address this issue whenever you use Zoho Bigin.

If you’re looking for a way to manage and protect your data, profiles, and roles, Zoho bigin is best for your business.


Zoho Bigin is an ideal solution for small businesses sales pipeline management. Its user-friendly interface, customization options, and cloud-based accessibility make it a powerful tool for streamlining the sales process and driving growth for your business. With features customized for small businesses, it simplifies complex sales tasks and provides valuable insights to help you close deals faster.

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