Built for growing teams that
need more from their CRM

As your team grows, your CRM setup becomes more layered. Multiple users, pipelines, and workflows require more time as well as coordination to get right. With guided onboarding, you can move beyond setup and focus on refining how your team uses Bigin day to day.

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What you'll accomplish during guided onboarding

During the onboarding period, our specialists will work closely with you to configure, refine, and optimize your Bigin account across multiple areas.

What you get with guided onboarding

  • 15 guided sessions over a 30-day period.
  • 9/5 availability for product assistance.
  • Multichannel support options: email, toll-free calls, and chat.
  • Access to developer guides, articles, videos, webinars, and other on-demand resources.
  • A portal where you can book sessions individually or plan them across your onboarding period.

How the onboarding process works

  • Schedule your sessions

    Based on your subscription, you will be eligible for up to 15 onboarding sessions within a 30-day period. Use the calendar link shared via email to book sessions at your convenience.

    01

  • Join guided working sessions

    During these session you can elaborate your business process such that experts can guide you with relevant features, suggestions and optimize based on your needs.

    02

  • Build and refine your CRM

    With more sessions available, you can revisit configurations, test workflows, and fine-tune your setup as your team starts using Bigin.

    03

  • Extend support if needed

    If you require additional assistance beyond the onboarding period, you can contact our team at sales@bigin.com to explore further options.

    04

A little about Bigin's onboarding specialists

Your onboarding specialist will work with you across multiple sessions to help you configure and refine your CRM.

FAQs

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Will the onboarding specialist implement Bigin for our business?

Your onboarding specialist will guide you through setup and configuration, offer recommendations, and share best practices. However, they will not directly make changes to your account.

What can I expect by the end of the onboarding period?

By the end of guided onboarding:

  • Your team will be comfortable using Bigin across daily workflows

  • Your CRM will be customized to reflect your business processes .

  • Automation and integrations will be set up based on your requirements .

Once my onboarding period ends, will I stop receiving support from Zoho?

No. You will continue to receive support via email, chat, and toll-free calls. However, onboarding sessions will no longer be available. For further assistance, contact sales@bigin.com.

What if I need more advanced or hands-on support?

We offer customized implementation through partners and a paid Jumpstart program. Reach out to sales@bigin.com to explore options.

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