How bidirectional data sync between Salesforce CRM and Bigin helps enhance sales teams' productivity

This is a guest post by YAALI BIZAPPLN SOLUTIONS.

Managing customer relationships in today's business world can either make or break your success. Salesforce and Bigin have revolutionized the way businesses manage customer data by providing robust features and comprehensive customer management capabilities.

By integrating these platforms, you get a comprehensive CRM system that not only keeps your data synchronized in real time but also helps manage your customer relationships efficiently and cost-effectively.

Picture this scenario: In your organization, the inbound sales teams, sales managers, marketing managers, and admin staff all rely heavily on Salesforce CRM. Meanwhile, your field sales reps, consultants, and account managers (who only need occasional CRM access) use Bigin to update data on the go. Even with your best efforts, critical data could slip through the cracks. 

That’s why you need bidirectional data synchronization between Bigin and Salesforce. With this, your data stays consistent across both platforms in real time, and you eliminate the risk of manual data entry errors.

The Salesforce CRM for Bigin integration connects the two platforms to create a seamless, integrated ecosystem where data flows effortlessly between Salesforce and Bigin. Here are some of the major benefits that help you maximize your sales team's productivity:

• Sales teams often spend a significant amount of time on repetitive tasks like data entry and updating records. The extension can help automate these processes by syncing data between the two platforms, allowing your sales team to focus on high-impact activities like building relationships with customers and closing deals.

• Sales is all about timing, and having the right information at the right time can make all the difference. The data sync between Bigin (Contacts, Companies, Products, and Pipelines) and Salesforce CRM (Contacts, Accounts, Products, and Opportunities) ensures that your sales team always works with the most current data. Whether it's updating a contact, tracking an opportunity, or reviewing pipeline stages, having real-time data enables your team to make faster and more informed decisions.

• The extension also streamlines deal management by automatically syncing Pipelines (standard and custom) in Bigin to the Opportunities in Salesforce and deal stages between platforms. 

• Collaboration is crucial for a high-performing sales team to handle a deal efficiently. Real-time data sharing between team members ensures that everyone on your sales team—whether they're using Salesforce or Bigin—has access to the same up-to-date information. This unified data streamlines communication and fosters a collaborative environment while handling a deal. 

In short, the Salesforce CRM Extension for Bigin boosts your sales team's productivity, helping them close deals faster and drive more revenue. 

Here's the best way to experience the power of both platforms: Check out the Salesforce CRM Extension for Bigin on the Bigin Marketplace. 

The best part? You can avoid purchasing additional licenses for entry-level or occasional users by adding them to Bigin instead. This preserves Salesforce licenses for your core team, ultimately reducing subscription costs by minimizing the need for expensive Salesforce licenses.

Try Salesforce CRM for Bigin