The pipeline management has helped to streamline the sales processes in that I can develop the business pattern where we can send automated emails and automated calls at different stages. For example, when a lead enters a system, we can automatically generate welcome emails. Once any modification in the lead is done, such as when it's qualified, we can send them qualified emails or acknowledgment emails based on the business pipeline. This user-friendly interface has helped my customers adapt quicker to Bigin by Zoho CRM as, after customization or completion of the project, I will make a Loom video to train the clients through the sessions, and through the Loom videos and SOPs, they can adapt easily to Bigin by Zoho CRM. They can also adapt to all the applications.
