What you'll accomplish during onboarding
During the onboarding period, our specialists will guide you in organizing the essential building blocks
of your CRM so your team can start using Bigin effectively.
| SESSION | TOPICS | FEATURES COVERED |
|---|---|---|
| SESSION 1 | Getting started with Bigin's system essentials. | Users and control, organization and currency, modules, team pipelines and sub-pipelines, email integration, email templates, domain authentication, mass emailing, telephony integration, and Whatsapp integration |
| SESSION 2 | Data centralization and customization. | Field customization, data import, Email-In topping, built-in forms, stage customization, and LeadChain topping |
| SESSION 3 | Managing pipelines and automation. | Managing multiple pipelines, pipeline permissions and external sharing, setting up workflows in automation, custom views & filters, tags, and stage transition rules (based on edition purchased) |
| SESSION 4 | Dashboards and integrations. | Setting up dashboard components, data backup and logs, native integrations and the marketplace, and working with Bigin's mobile app (calls and card scanner) |
Note: Based on your subscription, you may be eligible for up to four sessions within a 10-day period. Please choose the days that work best for you when scheduling them.
What you get with structured onboarding
- 9/5 availability for product assistance
- Multichannel support options: email, toll-free calls, and chat
- A portal where you can book sessions individually or schedule all four at once
- Access to developer guides, articles, videos, webinars, and other on-demand resources for setting up, customizing, and adopting best practices for Bigin
A little about Bigin's onboarding specialists
Your onboarding specialist will walk you through your Bigin account so you can quickly familiarize yourself with the interface and begin using it. To do so, they'll take the following steps:
FAQs
Your onboarding specialist will guide you through the setup process and configuration, offer suggestions, and teach you the best practices to customize Bigin for your business. However, they will not directly make changes to your Bigin account.
By the end of your onboarding period, you can expect the following outcomes from your regularly scheduled sessions with your onboarding specialist:
Your teams will become familiarized with Bigin and will be able to navigate its user interface easily.
You'll be able to perform all administrative functions in order to set up and customize your Bigin account to suit your business.
No; you will continue to receive all other on-demand services from our Bigin Customer Support team via email, chat, and toll-free calls. However, you will not be able to schedule sessions with our onboarding team. Should you need further training, please write to us at sales@bigin.com.
We offer customized implementation through partners and a paid Jumpstart program to assist you. Send an email to sales@bigin.com and we'll suggest the best options for you.