Zoho Bigin

Simple, powerful CRM to grow your business with confidence

Course Brief

The Zoho Bigin onboarding course by Pinnacle Business & Marketing Consulting is designed to give small businesses and startups a complete foundation for success with CRM. Whether you are completely new to customer relationship management or moving away from spreadsheets, this course will guide you step by step through everything you need to know to make Bigin work for your business.

The program begins with an introduction to the Bigin interface, pipelines, and contact management, ensuring you quickly become comfortable navigating the system. From there, you will learn how to capture leads, track deals, and set up customized sales pipelines that reflect the unique stages of your sales process. Practical lessons show you how to centralize communications by integrating calls and emails, so every customer interaction is recorded in one place.

Beyond the basics, the course explores workflow automation, activity tracking, and dashboard reporting, helping you save time and gain actionable insights into performance. You will discover how to use Bigin on mobile devices, enabling your team to stay connected on the go. Integration modules explain how to connect Bigin with other Zoho applications like Zoho Books and Zoho Campaigns, as well as with popular external tools, giving your business a fully connected system.

By the end of this course, you will be equipped with the knowledge and confidence to manage customer relationships effectively, improve team productivity, and make data-driven decisions that accelerate business growth. This is practical training tailored to help you succeed from day one.

Curriculum

Chapter 1: Introduction to Zoho Bigin

Lesson 1.1: What is Zoho Bigin?

Lesson 1.2: Benefits of Using Bigin for Small Businesses

Lesson 1.3: Navigating the Bigin Interface

Chapter 2: Getting Started with Bigin

Lesson 2.1: Setting Up Your Bigin Account

Lesson 2.2: Configuring Company Profile and Settings

Lesson 2.3: Understanding Pipelines in Bigin

Chapter 3: Managing Pipelines and Deals

Lesson 3.1: Creating and Customizing Pipelines

Lesson 3.2: Adding and Managing Deals

Lesson 3.3: Best Practices for Pipeline Management

Chapter 4: Working with Contacts and Accounts

Lesson 4.1: Adding and Importing Contacts

Lesson 4.2: Linking Contacts to Accounts and Deals

Lesson 4.3: Maintaining Clean and Updated Records

Chapter 5: Activities and Tasks

Lesson 5.1: Scheduling Calls, Events, and Tasks

Lesson 5.2: Using Reminders and Notifications Effectively

Lesson 5.3: Daily Productivity Tips with Bigin

Chapter 6: Email and Communication Management

Lesson 6.1: Setting Up Email Integration

Lesson 6.2: Sending, Tracking, and Organizing Emails

Lesson 6.3: Communication Best Practices in Bigin

Chapter 7: Automation in Bigin

Lesson 7.1: Understanding Bigin Workflows

Lesson 7.2: Automating Tasks and Notifications

Lesson 7.3: Using Blueprint for Process Automation

Chapter 8: Reporting and Dashboards

Lesson 8.1: Introduction to Reports in Bigin

Lesson 8.2: Creating Custom Reports

Lesson 8.3: Building Dashboards for Insights

Chapter 9: Bigin Integrations

Lesson 9.1: Integrating with Zoho Apps

Lesson 9.2: Connecting with Third-Party Tools

Lesson 9.3: Mobile App and Cloud Integrations

Chapter 10: Data Management and Security

Lesson 10.1: Importing and Exporting Data

Lesson 10.2: User Roles and Permissions

Lesson 10.3: Ensuring Data Security and Privacy

Chapter 11: Advanced Features

Lesson 11.1: Custom Fields and Layouts

Lesson 11.2: Using Widgets and Extensions

Lesson 11.3: Advanced Search and Filters

Chapter 12: Final Setup and Ongoing Success

Lesson 12.1: Final Setup Checklist

Lesson 12.2: Best Practices for Ongoing Support

Lesson 12.3: Leveraging Pinnacle and Zoho Support

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Legal Notice

The content of this onboarding course is provided for educational and instructional purposes only. All information is based on the current functionality of Zoho products at the time of development. Zoho frequently updates its solutions, and while we strive to keep course content accurate and up to date, Pinnacle Business & Marketing Consulting, LLC is not responsible for any discrepancies, changes, or feature updates made by Zoho Corporation Pvt. Ltd. after course publication.

“Zoho” and all related product names and logos are trademarks of Zoho Corporation Pvt. Ltd., used here under fair use for training purposes. This course has been independently developed by Pinnacle Business & Marketing Consulting, LLC, an authorized Zoho Partner since 2020, and is not directly affiliated with or endorsed by Zoho Corporation Pvt. Ltd.

By using this course, you acknowledge that all materials are protected by copyright and may not be copied, distributed, or reused without written permission from Pinnacle.