01 · ZOHO BIGIN
Set up properly
Built around how you actually sell: your stages, your products, your details, with the repetitive bits automated. A working system in two weeks, not six months.
- Shaped to your sales process
- Repetitive steps automated
- Who-sees-what controls
02 · ZOHO BIGIN
Your data moved in
From spreadsheets, HubSpot, Salesforce, Pipedrive or Outlook contacts. Duplicates removed, everything cleaned and checked, with a sign-off step before anything goes live — not a quick copy-paste job.
- From wherever it lives now
- Duplicates removed
- Checked before going live
03 · ZOHO BIGIN
Email, calendar & the Zoho family
Connected to Microsoft 365 or Google, so emails attach themselves to the right customer, and calls from our phone systems show up too. And because Bigin is part of the wider Zoho family, if you ever add other Zoho tools — invoicing, support, marketing — they slot straight in and your data moves freely between them.
- Works with Outlook & Gmail
- Calls logged automatically
- Grows into the Zoho family
04 · ZOHO BIGIN
Training
A 90-minute live session for the sales team, a 30-minute one for managers and a quick-reference card. People learn it; they don't suffer through a course.
- Live team training
- Manager session
- Recorded refreshers
05 · ZOHO BIGIN
Reports & dashboards
What's coming in, what's likely to close, who's selling what, and where your best leads come from. A dashboard people will actually open on a Monday morning.
- Live sales picture
- What's likely to close
- Where leads come from
06 · ZOHO BIGIN
Ongoing admin
New users, leavers, changes, things that stop working — handled by us as part of the service. Your sales manager stops being the part-time system admin.
- Users & licences handled
- Changes made for you
- Tidy-ups as needed