Unlocking the Full Potential of Customization in CRM

Every business, regardless of its size or the industry it operates in, has unique processes and requirements that set it apart from its competitors. This necessitates the use of a customer relationship management (CRM) system that can be easily customized according to the unique business needs. Recognizing this need, Bigin has introduced an array of user-friendly customization features that can seamlessly align with your business objectives.

Easy Customization At Your Fingertips

Finding the balance between a comprehensive CRM and an easy-to-use solution can be challenging. Bigin's easy customization features offer the best of both worlds. Here's how:

Custom Fields and Layouts

With Bigin, you can effortlessly create custom fields and layouts to capture and organize customer data in a way that best aligns with your business processes. Custom fields can contain specific information that's crucial for your business, ensuring you never miss out on critical data. Bigin's layouts are customizable too. You can structure your CRM modules as per your requirements, which can drastically improve your team's productivity.

Webforms and Email Templates

Customization does not stop at fields and layouts. Bigin allows you to customize webforms and email templates as well. Webforms help capture leads, contacts, and deals directly from your website. Meanwhile, email templates save you time and maintain a consistent communication pattern with your customers.

List View Customization and Default Values

Bigin's highly customizable features include the ability to set default values in your fields and customize list views. This ensures a more streamlined data entry and lets you view the data in a manner that is most convenient for you.

Workflow Automation

Workflow automation in Bigin helps free up your time by automating standard sales processes. This ensures that your sales team spends less time on mundane tasks and focuses on what they do best - selling.

Leverage the Benefits of Bigin's Customization Features with Consultants In-A-Box

While Bigin's customization capabilities promise great advantages, implementing them to fit perfectly with your unique needs can be a challenge. Enter Consultants In-A-Box. We specialize in implementing CRM solutions and can help you leverage the full benefits of Bigin's customization features. Our team's expert knowledge can guide you in configuring and customizing your CRM to align perfectly with your business processes.

Contact us to implement the benefits of customization in CRM seamlessly into your business. With Consultants In-A-Box, enhance the flexibility of your CRM, align it better with your business needs, and set yourself up for success.

← Previous Post Next Post →