Revolutionize Your Sales Workflows with Zoho Bigin Enhancements

Posted on May 15, 2024

By Chad Dewing

June 17, 2024

In any sales process, timing and prompt action are crucial to success. As deals move through various stages, from initial contact to final closure, each transition presents an opportunity to nurture the relationship and advance the deal. However, managing these transitions manually can be time-consuming and prone to errors. This is wherethe Zoho Bigin Stage Automation enhancement comes into play, automating these critical steps to ensure consistent follow-through and allowing your team to focus on what they do best—selling.

Bigin’s Broad Range of Automatable Actions

Previously, triggering actions at specific stages required setting up complex workflows that could be cumbersome to manage. With Stage Automation in Zoho Bigin, you can now configure these actions directly within your pipeline view, making the setup process as straightforward as it is powerful.

Here are some of the actions you can automate:

  • Send Email: Automatically send personalized emails to nurture leads or communicate with stakeholders.
  • Update Field: Modify deal fields on the fly to reflect new developments or stage changes.
  • Assign Owner: Automatically assign new owners to deals based on predefined criteria, ensuring balanced workload and specialized attention.
  • Create Records and Tasks: Generate connected records, tasks, activities, or events necessary for upcoming stages without manual input.
Screenshot of the Zoho Bigin interface displaying a drop-down menu for a deal with options like "new stage," "stage automation," with "stage right" highlighted.

Screenshot from Zoho

Streamlined Setup for Powerful Outcomes

There are plenty of benefits to this new automation within Zoho Bigin, including:

  • Increased Efficiency and Time Savings: Automation reduces the need for manual input and intervention, speeding up processes and freeing up time for your employees to focus on more strategic tasks. For instance, automating follow-up emails and task assignments ensures that these actions happen instantly upon stage transitions, eliminating delays and reducing the workload on your team.
  • Enhanced Accuracy and Consistency: By automating routine tasks, such as data entry and updates, you ensure that the actions are performed consistently every time, maintaining data integrity and ensuring that all customer interactions are handled according to predefined standards.
  • Improved Lead Management: Automated workflows can ensure that leads are consistently nurtured with the right messages at the right times, increasing the chances of conversion.
  • Better Customer Experience: By ensuring that no customer query or interaction slips through the cracks, Bigin’s automation improves the overall customer experience. Automated responses to initial inquiries and regular updates keep customers informed and engaged, leading to higher satisfaction rates.
  • Faster Response Times: In today’s fast-paced market, response time can be a critical competitive advantage. Automation in Bigin ensures that actions like emailing a client, updating records, or assigning tasks are executed immediately after a trigger event, significantly reducing response times and ensuring your business stays top of mind.
  • Improved Team Collaboration: Automating these routine actions will facilitate better collaboration across teams by synchronizing workflows and ensuring that all your team members have the latest information on customer interactions, deal statuses, and tasks, preventing overlap and gaps in handling customers and projects.

Getting Started with Zoho Bigin Stage Automation

Setting up your first Zoho Bigin Stage Automation is simple. Navigate to your pipeline view, select the stage you want to automate, and choose from the list of available actions. You can define criteria for each action, ensuring they trigger exactly when and how you need them.

This feature is not just a new tool—it’s a way to transform how your team interacts with your CRM system, making every stage transition an opportunity to optimize and grow your business.

Ready to Put Automation into Action?

Whether you’re looking to implement Zoho Bigin’s new Stage Automation feature or explore other technological advancements that can streamline your processes, KDG has the expertise and resources to guide you through every step. We offer personalized consultations to understand your unique challenges and goals, ensuring that the solutions we provide are tailored to meet your specific needs. Contact our Zoho Partner team to get started.

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Chad is a Lead Zoho Developer at KDG. Here he helps businesses outline their requirements, takes time to understand their needs, and expertly communicates with clients throughout their project life cycle. As a self-proclaimed “jack of all trades,” he is always ready to learn new things and lend a hand where needed.

Want to learn more? Book a meeting with us today!

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