Marketing Platforms and 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: https://zoho.to/KeepProductiveDitch the spreadsheets and notepads, try need Bigin, a simple CRM software platform designed for startups and small businesses. We know it’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 https://zoho.to/KeepProductive. 00:00 – What is Bigin by Zoho CRM? 01:34 – Deals inside CRM 02:45 – Managing Components 04:44 – Customer Insights & Notes05:30 – Workflows 06:12 – Stage Transitions & Rules 07:34 – Telephony & Settings 08:12 – Summary🍱 Bento is a new app focused on doing less, but more meaningful work. Our iOS app can be downloaded here: https://apple.co/39YP5nP👋🏼 WelcomeYour 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 — 📝 FIND US FUTHERPlaces to discover Keep Productive around the web & explore further 🎯 Become a Reader on Medium: https://francescod.medium.com/membership👩🏾‍🏫 Skillshare Free Trial: https://www.skillshare.com/r/user/francescodalessio1?gr_tch_ref=on&gr_trp=on– 🌿 BUY SOFTWARE WITH USFound 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. 🏛 ClickUp: https://clickup.com/?fp_ref=0226f🌲 Monday: https://mondaycom.grsm.io/275☀️ Sunsama: https://sunsama.grsm.io/alue5hr06fl6✅ Todoist: https://doist.grsm.io/cl_fdalessio📝 Asana: https://asana.grsm.io/5577fm270e2q✔️ Akiflow: https://akiflow.com/?ref=francescodalessio6🔐 1Password: https://1password.grsm.io/s9fd4ec12jau🧑🏼‍🎨 Notion: https://bit.ly/3Ammn9B 🍊 Coda: https://coda.grsm.io/k52szbl84r5j💙 Loom: https://loom.grsm.io/v7b5r65i7eg5📧 Sanebox: https://sanebox.grsm.io/6umkc3f4sejn– 🌲 COURSES WE LOVE!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. 🍱 The Bento Methodology: https://www.bentomethod.com🎧 Notion Mastery Solo: https://bit.ly/3Necksk🎧 Notion Mastery Teams: https://bit.ly/3MqSgmS🧑🏻‍💻 Second Brain Cohorts: http://bit.ly/2K6iUlR📹 Tool Academy Courses: https://keepproductive.podia.com🧠 Learn Asana as a Professional: https://keepproductive.krtra.com/t/IVoYS0iTHgYf– 💙 FOLLOW US📝 Twitter: http://twitter.com/keepproductiveWe spend most of our time on Twitter but we are looking at TikTok & others. — 💻 FINAL THOUGHTSAll 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. Thanks, Francesco – host of Keep Productive