Tip & Tricks #01: Ontdek de instellingen van Bigin
Beste Community leden,
In dit artikel maak je kennis met ons CRM voor kleine bedrijven: Zoho Bigin.
We beginnen met de basisinstellingen. Bigin heeft veel functies die beheerders eenvoudig en intuïtief vanuit het menu kunnen instellen.
Gebruikers en bediening: Hier kan je gebruikers toevoegen, profielen en rollen aanmaken en regels instellen.
Organisatie: In deze sectie kan je alle details met betrekking tot jouw bedrijf toevoegen, zoals jouw contactgegevens.
Velden: Hier vind je de standaardvelden van de verschillende modules, deze kan je aanpassen naar jouw behoeften. Door bijvoorbeeld de velden opnieuw te rangschikken of de Modulenaam aan te passen.
Pijplijnen en fases: Wijzig de verschillende stappen die nodig zijn om van een prospect een klant te maken. Pas dit aan jouw bedrijf aan om de efficiëntie te verhogen.
Webformulieren: Maak een formulier aan om op jouw website te integreren, zodat respondenten rechtstreeks aan jouw CRM worden toegevoegd.
Workflows: Automatiseer bepaalde acties. Zodra je bijvoorbeeld een nieuwe contactpersoon toevoegt aan jouw CRM, kan automatisch een e-mail worden verstuurd met informatie over jouw bedrijf.
Gegevensbeheer: Beheer de gegevens in jouw CRM. Je kan zien welke records zijn geïmporteerd, geëxporteerd, laatste backup, verwijderd, ondernomen acties en opslag.
Integratie: Ontdek alle mogelijke integraties met Bigin.
Heb je verder nog vragen over Bigin? Aarzel dan niet om deze te stellen, wij beantwoorden alle vragen met veel plezier.
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Tip & Tricks #02 Maak kennis met de termen van Bigin
Beste Community leden, Om vertrouwd te raken met jouw eigen CRM is het belangrijk dat je de specifieke termen ervan kent. Hieronder vind je een lijst van woorden die tot de CRM taal van Bigin behoren. Modules Alle gegevens in jouw CRM zijn onderverdeeldTip & Tricks #01: Ontdek de instellingen van Bigin
Beste Community leden, In dit artikel maak je kennis met ons CRM voor kleine bedrijven: Zoho Bigin. We beginnen met de basisinstellingen. Bigin heeft veel functies die beheerders eenvoudig en intuïtief vanuit het menu kunnen instellen. Gebruikers en
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