CRM ARTICLE

What’s New in Bigin by Zoho CRM?

SmallBizCRM – 16th March 2023

 

Bigin by Zoho CRM is a powerful customer relationship management (CRM) platform that helps businesses cultivate relationships and improve the client experience. With the recent release of its newest iteration, Bigin 3.0, there has been an even bigger emphasis on features to make managing customers easier while providing more valuable insights into how they engage with your organization. In this article, we’ll look at some of the most exciting new updates to what was already one of the top-rated CRMs available today.

 

  • New & Improved User Interface

The first thing users will notice about Bigin 3.0 is that it comes complete with a modernized user interface designed for better workflow efficiency and an overall improved user experience. It also now supports up to 100 custom fields so you can further customize based on individual needs, allowing things like tracking account histories or applying specific filters faster than ever before! Additionally, users are now able to store related files directly within contact records instead of having separate documents taking up extra space elsewhere in their system as well as view activities associated with contacts/accounts through interactive timelines giving them clearer insight into each interaction’s past performance when needed quickly access archived data right away if need be during any given situation where research may otherwise take too much time out of our day-to-day operations here due principally being sortable/searchable etc..

  • Mobile App Integrations

Users no longer have to worry about carrying around additional devices such as laptops or tablets just to manage their clients from anywhere; thanks to mobile app integrations both iOS & Android compatible platforms which offer similar levels quality control found desktops making sure that experiencing interactions across multiple integration points remains smooth regardless presence physical device use not necessary anymore either go daily business runs wherever possible whenever check something real quick – allowing us navigate simpler viewing source info quicker enabling feedback immediately deliver efficiently results requested type questions gotten answered fast helping partners reach greater success heights due particular degree optimization achieved accessing everywhere once used only limited computer settings locations previously offered big gain terms outright productivity returns reduced cost savings efforts combined streamlining rest processes makes everybody involved happy then passes along bottom line gains plus improvements arrive home office desks themselves via aforementioned power device autonomy options presented opportunities grow larger scale correlations between industries working together trends affect current times ongoing process improvement directions move forward.

 

  • Enhanced Automations

Track timeframes more accurately with automations triggered for even specific changes within client relationships or transactions. This helps streamline workflows so updates are always kept up date.

  • Customizable Dashboard Views

View data quickly across multiple objects at once on an easy-to-customize dashboard page featuring embedded reports & dashboards as well as custom HTML created especially for each user’s needs.

  • Intelligent Solutions Integrated With Work Processes

Harness advanced AI to simplify sales forecasting, email tracking, lead scoring and more while seamlessly integrating into processes already developed in your organization.

Conclusion

Bigin by Zoho CRM has made huge strides with version 3.0 becoming arguably the frontrunner amongst enterprise level CRMs available currently on market  Having looked at some of the amazing new features available in Bigin By Zoho CRM, itʼs clear why businesses around the world should be considering moving away from traditional methods and taking advantage of modern tools like those offered by Bigin by Z oho! Not only do they help you save time managing customer relationships but also eliminate manual tasks and provide accurate data points which make decision making process easier!