Zoho FSM for Bigin Topping: Unify Your Sales and Service Operations

Previously, we had introduced the Zoho FSM Extension for Zoho CRM. Adding to that umbrella of tools to unify your sales and service operations is the Zoho FSM for Bigin topping. The Zoho FSM for Bigin topping is essential for enhancing collaboration between your sales and service teams and accelerating your business. If you want to up the ante on your sales and service operations, this topping is a necessity.

 

 

Why use this?

• Streamlined Support Processes: The Zoho FSM for Bigin topping enables a seamless support process that leads to faster and more effective resolutions. With the systems recording and sharing information, customers no longer have to provide data repeatedly, resulting in shorter resolution times and higher customer satisfaction. By merging the data from both applications, businesses can promptly address customer inquiries and requests. The information regarding Requests, Estimates, Work orders, and Service Appointments in Company or Contact records within Bigin can be utilized to review customer service histories, evaluate performance, and guide future decision-making.
  
  
• Improved Collaboration: The Zoho FSM for Bigin topping offers a unified perspective, allowing both the sales and service teams to use Bigin and Zoho FSM simultaneously. In Bigin, you can observe the related transactions (such as Requests, Estimates, Work Orders, and Service Appointments) associated with each Company or Contact. This provides a holistic understanding of the company's operations, enabling seamless customer tracking from initial contact to final sale, and offering valuable insights into customer data that was previously unattainable.
  
  
• Consistent Customer Interactions: The Zoho FSM for Bigin topping enhances customer service by promoting smooth and uninterrupted customer interactions, thereby ensuring a consistent experience. With access to a centralized and updated customer database, the sales and service teams can provide precise, efficient, and timely customer service, ultimately improving overall satisfaction. Additionally, services for the sold products can be easily facilitated by converting them into Zoho FSM Assets within Bigin and generating corresponding work orders. Such consistent customer interactions make the customers feel more valued, and the relationship between them and the company generally increases.
  
  
• Improved Lead Management: Using the Zoho FSM for Bigin topping, your sales and service teams can effectively focus on leads. This topping allows you to conveniently view the activities related to a particular Pipeline (Deal), such as Requests, Estimates, and Work Orders. This information helps determine how to best approach the lead, whom to assign the lead, and what services the lead will need. As a result, your sales and service teams can offer tailored solutions and personalized offers based on the unique needs and requirements of each lead, resulting in a higher conversion rate.
  
  
• Enhanced Automation: The Zoho FSM for Bigin topping allows for seamless data syncing between Zoho FSM and Bigin, resulting in reduced manual work and errors, enabling teams to prioritize more valuable tasks. As a result, customers experience quicker response times and improved service quality.
  

What does it offer? 

1. Within Bigin, access all the information about the services (Requests, Estimates, and Work Orders) provided to Contacts and Companies.
   
2. Easily create Zoho FSM Assets for Bigin Products.
   
3. Convert with ease your Bigin Pipelines (Deal) into Zoho FSM Requests, Estimates, or Work Orders.
   
4. Create Pipelines (Deal) in Bigin using Zoho FSM data.
   
5. Sync data between Bigin and Zoho FSM enabled via the Zoho Books/Invoice integration.
   

 

For in-depth details of the extension, how to install it, uses etc, refer to the links below:

• Help Doc
  
• Video Tutorial 

Please feel free to leave a comment below or email us at support@zohofsm.com if you have any questions.

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• Latha Velu

  

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