Bigin by Zoho CRM vs. CRM and Deals for Zendesk

- Multiple pipelines let me organize processes like sales, marketing, customer support, and assets clearly. - The forms builder allows me to gather leads, sign-ups, and customer requests from my website directly into the Bigin by Zoho CRM. - Integrations with Zapier and Make connect website orders and data from other sources smoothly. - Email templates make it easy to send professional, branded communications. - Automations handle repetitive tasks like managing customers, orders, and team tasks, saving me time.

It is well suited when the business needs to send out communication to customers and it is fast and convenient and easy to use. It is very easy to find open tickets that the business needs to attend to. CRM and Deals for Zendesk makes it easy for day to day business communication.

Incentivized

• Manage big databases. We have a large database of contacts and partners (more than 5,000 contacts), which are updated day by day, as a result of our participation in conferences, webinars, etc. For this reason, we needed a platform that would allow us to always have our database up to date, and accessible and editable by any member of the company.
• Pipelines. Pipelines are very necessary in our daily lives, since we present many service proposals to different clients, and until now we control the status very manually. With Bigin by Zoho CRM, we can have all this information centralized in a single place, and know at all times the status of the service proposals we present (sent, pending decision, lost, won...).
• Product definition. The product definition block has allowed us to further structure our typologies of products and services. At least, it has allowed us to reflect on them and what is the best way to package the service offered.
• Control panel. The control panel has been very useful for us to be able to quickly see the main indicators (offers presented, next actions to be taken, etc.).

• Enhance customer interactions
• Track Sales opportunities
• Manage leads effectively

Incentivized

• Limited Customization Options for Reporting and Dashboards:
• While Bigin offers simple automation tools, setting up more complex workflows can be somewhat challenging. For instance, setting up multi-step workflows or integrating conditional logic can become a bit complicated for users who are not very technical.

• Customers should be able to rate tickets
• A feature to add alternative email address
• Add notification to manager when there is a ticket with bad rating

Incentivized

Sales Development Representative Account Executivessss sssssssssssssssss ss ssss s ss s ssssss ss s s ss sss sssssss sssss s ssssssss sssss sss sssssssssssssss ss ss sss sssss s ssss sssssss s s s s ssss sss s s ss ss ssss s s sssssss s ssssssssss sssss sss ss eads sd

Incentivized

I would likely recommend the organization to renew my use of CRM and Deals for Zendesk because it is very user friendly; it's is easy to understand and its also makes its easy communicate with customers and to keep track of all the customer interactions. CRM and Deals for Zendesk is a great tool for communication because its also allows you to personalize interactions.

Incentivized

The overall usability has been great! From a team that was outright rejecting CRMs to giving Bigin a chance to adopting it - it has been amazing. It is easy to use - easy to train and the support has been great!

I am giving CRM and Deals a rating of 9 because of the benefits it has given us in terms of how they supported our customer support operations. While there are improvements that are identified and need to be worked on, overall it was a great tool for us at customer support.

Incentivized

The support is all international and it takes a while to get support as you have to go through chats and set up times, not as easy to just call and get the support you need. They are very nice when you do finally connect with someone and they are knowledgeable, just challenging being international sometimes.

Incentivized

Simplicity Without Sacrificing Core Features
Unlike full-scale CRMs that often feel overwhelming, Bigin by Zoho CRM provides a focused set of features that are perfect for managing deals, contacts, and activities. It’s not bloated, and that was exactly what we needed for a lean, fast-moving team.

CRM and Deals for Zendesk have more features that can support various businesses compared to Assembled. Whilst Assembled is more suited for workforce management and forecasting, it lacks the features that are needed in addressing customer support requirements and integration, which CRM and Deals for Zendesk can definitely provide. I can say Deals and CRM are more advanced compared to Assembled.

Incentivized

• Zero deals closed yet – earliest expected close is +6 weeks away.
• No marketing-source conversion data – will need 2-3 months of traffic to quote real CAC or ROMI
• No paid automation – manual follow-ups still dominate, so time-saving metrics are anecdotal, not measured.

Incentivized

• Its positive impact is that you can create micros which saves the agents time
• It easy to browse for tickets
• It easy to add internal notes for other agents to have an understanding what has been done on that particular ticket

Incentivized