The Products module in Bigin by Zoho CRM helps you manage your product catalog, track product information, and associate products with your deals. This feature streamlines your sales process by maintaining a centralized repository of all your products and services.
The Products module offers several powerful capabilities:
Product Catalog Management: Create and maintain a comprehensive list of all your products and services in one place. Each product can include details such as product name, code, description, pricing, and availability.
Product Association: Link products directly to your deals and pipelines, making it easy to track which products are being sold and to whom. This integration helps you understand product performance and sales trends.
Pricing Information: Store detailed pricing information for each product, including unit price, quantity discounts, and any special pricing tiers. This ensures your sales team always has access to accurate pricing data.
To add a new product to Bigin, navigate to the Products module and click the "Add Product" button. You'll need to provide basic information such as product name, product code (optional), unit price, and any relevant description. You can also categorize products using custom fields to organize your catalog effectively.
When creating or editing a deal, you can add products from your catalog. Simply select the product, specify the quantity, and the total value will be calculated automatically. This feature helps you generate accurate quotes and track deal values more precisely.
To get the most out of the Products module, consider these recommendations:
Keep your product catalog up to date with current pricing and availability information. Regularly review and remove obsolete products to maintain a clean, accurate catalog.
Use consistent naming conventions for your products to make searching and filtering easier for your team.
Leverage custom fields to capture product-specific information that's relevant to your business, such as supplier details, lead times, or product categories.
The Products module integrates with Bigin's reporting features, allowing you to analyze which products are most popular, which generate the most revenue, and how product performance varies across different time periods or sales teams.