Portugal-based company Lisbon Sintra Tours has achieved time savings of approximately five hours per week since implementing Bigin.

The company

Founded with a passion for sharing the history, beauty, and surprises of the city of Lisbon, Lisbon Sintra Tours has established itself as a highly sought-after provider of memorable tours in this enchanting city. With a team of local experts who possess an intimate knowledge of Lisbon's culture, attractions, and events, Lisbon Sintra Tours is committed to delivering exceptional customer experiences. Initially, the company's focus was only on providing high-quality tours to Sintra, but as business picked up, they began offering single-day and multi-day tours throughout Portugal. The company is owned by Robin Savile and has been in operation since 2021.

The challenge

The company previously utilized a piece of software called Notion to keep track of their customer details and daily activities, but they soon realized it wasn't robust enough to build their business process around in the run long. Hence, they began looking for a CRM. Their primary challenge was to find a CRM that could integrate a single form in their website, creating two separate yet interconnected database entries: one for potential customers and another for deals. This capability was essential for managing client information effectively and tracking the progress of the deals. Additionally, they needed a CRM that could seamlessly integrate with their email system, Google Workspace, and enable them to manage their emails efficiently. Lastly, they wanted a tool that offered flexibility in terms of commitment until they had proven its value for their business.

The solution

During the evaluation process, Robin explored various CRM options, only to find that most fell short in meeting their specific requirements for a well-structured sales funnel and workflow management. However, with Bigin, they found the ideal solution that checked all their boxes and aligned perfectly with their requirements.

How Lisbon Sintra Tours uses Bigin for their business

Responding to new inquiries and emails

Bigin's integration with Google Workspace allows for smooth collaboration and communication through email. Also, the ability to create shareable templates for email responses has been a valuable feature for the company. This saves time as the templates as standardized and shared within teams. They also manage incoming inquiries effectively using Tasks features in Bigin ensuring a seamless experience for their customers as well as their teams. Furthermore, Bigin's Signals feature certifies the team doesn't overlook important notifications.

Managing payments

Lisbon Sintra Tours manage their financial process smoothly in Bigin, where they can monitor customers' payment statuses and record transactions in the system. The platform's integration with Zoho Invoice and Stripe further simplifies the invoicing and payment collection process and streamlines their financial operations.

Built-in telephony (pending authorization)

The company is currently awaiting authorization for phone calls with a Portuguese number. Once the authorization is granted, they plan to utilize Bigin to make and receive calls, and thereby consolidate their communication channels under one roof.

Integration with Zoho Flow

To connect their contact form (Paperform) with Bigin, Lisbon Sintra Tours leverages the power of Zoho Flow. This integration enables them to automate data transfer between the contact form and Bigin, ensuring a smooth lead capture process. They plan on using Bigin's new forms features soon.

Benefits and ROI

These benefits highlight the positive impact Bigin has had on Lisbon Sintra Tours' operations and overall business success:

• Saved an estimated time of five hours per week using Bigin.
• Improved connectivity between business systems.
• Achieved an elevated perspective on business performance using Bigin's dashboards.
• Increased efficiency in day-to-day operations using tasks and Signals.
• Achieved a solid base for business development and growth.

Looking forward

Moving forward, the company plans to leverage more automation to streamline their business processes and optimize efficiency.