Zoho Bigin CRM Operations

Use this guidance-only skill to design sales process governance in Zoho Bigin. It does not execute tool commands.

When to use

• You need structured lead-to-deal workflows.
• You want more predictable follow-up and conversion performance.
• You need cleaner CRM data for reporting and forecasting.

Core workflows

1) Lead intake and routing

• Define qualification fields and minimum data requirements.
• Set routing logic by segment, territory, or owner load.
• Track first-response SLA adherence.

2) Pipeline management

• Define stage criteria and required next-step updates.
• Monitor stalled deals with escalation triggers.
• Enforce weekly hygiene on close dates and deal values.

3) Activity and follow-up discipline

• Standardize follow-up cadences by stage.
• Track missed follow-ups and conversion impact.
• Use review checkpoints for high-value opportunities.

Risk controls

• Avoid stage inflation without evidence of progress.
• Prevent duplicate contacts/deals with periodic dedupe audits.
• Keep critical CRM fields mandatory for reporting quality.

Output format

When asked for help, provide:

• A lead-routing policy.
• A pipeline hygiene checklist.
• A sales follow-up cadence template.