Marketing Platforms and CRM

Bigin: How it Works | Zoho CRM [Video]

Bigin: How it Works | Zoho CRM

This is a content partnership between Zoho and Keep Productive. Bigin by Zoho CRM is a new custom-operations CRM focused perfectly for small businesses. We’ll explore how it works, and how to manage pipelines & special features. Get Bigin by Zoho:

Ditch the spreadsheets and notepads, try need Bigin, a simple CRM software platform designed for startups and small businesses. We know itโ€™s hard to acquire leads, send timely follow-ups, and ultimately win customers. By unifying all customer information in one place, Bigin helps business owners spend more time on things that matter the most and less time on manual work.To get 50% off on Bigin by Zoho CRM by clicking this link

00:00 – What is Bigin by Zoho CRM?
01:34 – Deals inside CRM
02:45 – Managing Components
04:44 – Customer Insights & Notes
05:30 – Workflows
06:12 – Stage Transitions & Rules
07:34 – Telephony & Settings
08:12 – Summary

๐Ÿฑ Bento is a new app focused on doing less, but more meaningful work.
Our iOS app can be downloaded here:

๐Ÿ‘‹๐Ÿผ Welcome
Your host Francesco will explore productivity software, news & lessons each week
We’re excited to help you in your journey to a more productive work & life

Places to discover Keep Productive around the web & explore further

๐ŸŽฏ Become a Reader on Medium:
๐Ÿ‘ฉ๐Ÿพโ€๐Ÿซ Skillshare Free Trial:


Found a tool we’ve covered, buy a productivity software with us – allowing us to earn commission on the recommendation. All our recommendations are our own personal thoughts and opinions.

๐Ÿ› ClickUp:
๐ŸŒฒ Monday:
โ˜€๏ธ Sunsama:
โœ… Todoist:
๐Ÿ“ Asana:
โœ”๏ธ Akiflow:
๐Ÿ” 1Password:
๐Ÿง‘๐Ÿผโ€๐ŸŽจ Notion:
๐ŸŠ Coda:
๐Ÿ’™ Loom:
๐Ÿ“ง Sanebox:


The world of learning productivity and software is something we adore. Here are a few courses we make and we recommend from the world’s productivity experts.

๐Ÿฑ The Bento Methodology:
๐ŸŽง Notion Mastery Solo:
๐ŸŽง Notion Mastery Teams:
๐Ÿง‘๐Ÿปโ€๐Ÿ’ป Second Brain Cohorts:
๐Ÿ“น Tool Academy Courses:
๐Ÿง  Learn Asana as a Professional:


๐Ÿ“ Twitter:
We spend most of our time on Twitter but we are looking at TikTok & others.


All our thoughts on Keep Productive are our own.

Whilst we have affiliates and sponsors when recommending tools we believe in the highest quality of information, research and insight to help you make the most informed decision to choosing a tool.

Keep Productive offsets carbon with Bulb and currently is a small team consisting of long-time friends of 25 years – Francesco (host) and Steve (editor/film-maker).

Our mission is to help you pick the best software for work and life.

Francesco – host of Keep Productive

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Marketing Platforms and CRM

Salesforce Digital Experience - Improving Talks Series [Video]

Are you curious as to how Salesforce(SF) can be used other than a Sales customer relationship management (CRM) tool? SF provides CRM software and applications for not only for sales but also customer service, marketing automation, analytics, and application development.ย Specifically for Customer Service where SF allows the creation of a Portal or Digital Experience Site allowing external access to SF Resources. Join Marcus Vandenbent as he demo's a fully functioning SF Digital Experience site with not just the ability to log or view a clients cases but also have the ability to use AI to retrieve recommended Wiki articles based on the content of a case or a search.About Marcus - Marcus Vandenbent is a consultant for Improving Atlanta (IA) for close to five years and specializes in explaining the needs of a business in how it relates to relevant technologies, specifically the Microsoft Office 365 platform. Marcus has over 25 years of experience in Information Technology, implementing everything from the architecture of both small and large data centers, to providing IT related training, to designing enterprise disaster recovery solutions, to creating small simple content management sites, to administering internal business management systems, and to implementing large scale/high volume cloud based sites.Prior to joining IA, Marcus was a Sr. SharePoint Architect for ATT where he focused on architecture, supporting and maintaining a hosted SharePoint enterprise environment. Marcus has experience with many types of businesses including Healthcare, Staffing, Credit Providers, Telecom, Marketing, and Facilities Management.