Managing leads and customers is a given regardless of how small your business is or what industry you're in. But, if you're still using spreadsheets, files crammed with paper records, or multiple folders with saved emails to keep track of your customers' details and order deals, you're wasting valuable time and energy and missing an opportunity to increase your profitability. Luckily for you, we aren't here to only tell you what you are doing wrong, we are here to help. With Zoho's Bigin app, you'll be able to transform your business for the better. In this blog post, we'll be discussing 5 signs that indicate it's time to make the switch to Zoho Bigin and take your business to the next level. From struggling to manage customer information to feeling overwhelmed by daily tasks, we'll cover it all. So, let's dive in!
Zoho Bigin is a pipeline-centric CRM made and priced for small and micro businesses. Its goal is to improve the efficiency of your sales process. Without having to rely on other sources, Zoho Bigin provides all the features you require to run your business. The relationships you have with your customers are improved and your sales process is streamlined, allowing you to close deals effectively and swiftly. With Zoho Bigin, you can customise and manage multiple pipelines, as well as create automated processes for managing daily tasks and planning ahead for the week.
Here are 5 signs that it's time to sign up for a CRM application like Zoho Bigin:
1. You mainly make use of spreadsheets to store data
Spreadsheets are great for simple bookkeeping, storing data, and performing statistical operations. However, you can't run your entire business on spreadsheets. With spreadsheets adding to poor data organisation, and increasingly failing to detect duplicate entries, can cause your team's productivity to take a hit as they struggle to keep up with the admin coming their way.
Zoho Bigin allows you to move beyond spreadsheets with its multi-pipeline feature where you can design different stages for each pipeline and track its progress down to the smallest detail. It allows you to track leads, deals, and opportunities as they move through the pipeline, and provides an overview of the current status of each stage. The pipeline can be customised to match your specific sales process, and deals can be easily moved between stages with a drag and drop interface. It also has a feature for forecasting future sales and generating reports.
2. There is missing information in your customer data
With multiple employees working on various clients' accounts, some information is bound to get lost or be left out. A lack of good data can hinder the growth and development of your business and prevent you from expanding your offering or entering new markets. Accidents are bound to happen in a workplace especially if multiple people are working on the same accounts, at the same time. For example, someone deletes a customer profile because they accidentally clicked on the wrong button, or another person updated the wrong customer's phone number without realising it.
As everything on Zoho Bigin is synced with one another, the chance of something being left out is minimal. You'll be able to work with multiple employees on one account and all edits and updates done by one person will be automatically updated on everyone else's device. Another convenient feature Zoho Bigin has is profile roles. This is set up when you create your profile in Zoho Bigin. This feature creates a hierarchy of the people within your business. It prevents people of a lower ranking to gain access to information such as client accounts, financial statements and other confidential data that you might not want your employees to have easy access to. Zoho Bigin also allows you to have access to your Audit logs which shows you what data was changed by who and at what specific time it was changed.
3. Your data formats are inconsistent
You may have employees working with different data fields that are clashing across departments. This inconsistent approach leads to inadequate and inaccurate customer data. Implementing a CRM system requires consolidating all customer data and transferring internal information to a central location. This can be a challenging task, but it also presents the chance to review current processes, identify areas for improvement and develop a cohesive strategy that aligns with the chosen CRM platform. This not only helps to optimize the CRM, but also improves the overall customer experience.
To make everything easier for the user, Zoho Bigin lets you import your data from various spreadsheets or documents and automatically place it in one format when storing it in the app. After that, you can undo unnecessary imports or just simply delete the records that are no longer needed. It also forces employees to insert data into the same formats as everyone else. This will ensure your data to be more consistent throughout your small business and will help employees be more prepared when dealing with customers.
4. Your customer service needs to be improved
When your customers have to repeat and confirm their details over and over again just to resolve a minor issue, it can be incredibly frustrating - for your staff and customers. In addition, the lack of workplace organisation affects customer satisfaction and promotes a negative image of your business.
Zoho Bigin streamlines customer service by keeping track of recent interactions with each customer, making them easily accessible to all team members, even those working remotely. This eliminates the need for repetitive information sharing and allows for faster, more efficient customer support. Additionally, Zoho Bigin keeps track of which team members are working on specific customer accounts and ensures that data is correctly entered, making it easy to quickly address any issues or improve customer relations. Overall, Zoho Bigin helps to effectively manage your team by eliminating the need to search for misplaced information.
5. You struggle to see how your business is actually performing
With Zoho Bigin you can easily track your progress and the performance of your sales people using the wide variety of customisable dashboards. You are also allowed to create your own dashboard and share them with others. Zoho Bigin's dashboard feature allows you to monitor various sales statistics such as deals closed, tasks in progress, revenue generated, as well as internal breakdowns like deal owners and stage population.
Ready, Set, Bigin!
Zoho Bigin can be a new beginning for anyone self-employed, has a small business, or is a freelancer for example hairdressers, plumbers, florists, etc. It doesn't matter how you started, with cramped-up files, spreadsheets, or a cluttered CRM mess. It's always possible to start over. Your employees will learn how to easily navigate themselves within the Zoho Bigin App in a matter of hours.
With a subscription fee as little as R105 /user/month billed annually, you are allowed to create 50,000 records, 3 pipelines, 10 workflows and have access to 10 custom fields or modules designed by our Zoho Implementation team here at DSL Telecom.
Click here to sign up for a free 14-day trial of Zoho Bigin.
