Bigin Prémium: nueva edición con multidivisa, flujos de trabajo avanzados y mucho más

Bigin Prémium: nueva edición con multidivisa, flujos de trabajo avanzados y mucho más

¡Hola a todos!

Nos complace anunciar la nueva edición de Bigin que contiene varias funciones nuevas, como la multidivisa, los flujos de trabajo avanzados, los campos de búsqueda personalizados y mucho más: la edición Prémium.




Ahora Bigin está disponible en tres ediciones: Gratis, Express y Prémium

¿Qué es la Edición Prémium?
La Edición Prémium tiene características adicionales en comparación con la Edición Express, y está dirigida a empresas que necesitan funciones más avanzadas. Estas son las nuevas características: 

Multidivisa
Cualquier empresa que trate con clientes de distintos países necesita realizar sus transacciones en la moneda local. Pero convertir la moneda manualmente es un proceso tedioso y complejo. Ahí es donde la Multidivisa de Bigin puede ahorrarte tiempo y te permite realizar estas conversiones fácilmente. Con la Multidivisa puedes definir diferentes divisas para diferentes registros de transacciones, y Bigin se encargará de las conversiones de los tipos de cambio.








Para saber más sobre la multidivisa, haz clic aquí.

Campos de búsqueda personalizados
Un campo de búsqueda permite vincular dos registros en módulos diferentes. Supongamos que quieres vincular la empresa de tu proveedor y la del cliente a una transacción. Aquí puedes crear un campo de búsqueda personalizado para vincular el módulo Empresas con el módulo Tratos.

         


Para más información sobre los campos de búsqueda, haz clic aquí.

Reglas de flujo de trabajo avanzadas
Ahora puedes configurar desencadenantes basados en fecha y hora en las reglas de flujo de trabajo. Por ejemplo, puedes configurar una regla para que se cree una tarea en la que un usuario tenga que hacer el seguimiento de un trato, en caso de que esté inactivo durante más de 15 días.



Para más información sobre las reglas de flujo de trabajo avanzadas, haz clic aquí.

Reglas de transición de las etapas
Algunos de los datos capturados en el canal de ventas son información importante que ayudan a cerrar un trato. Estos datos deben ser introducidos por las personas responsables de los mismos, sin embargo, hacer que estos campos sean obligatorios podría obstruir el proceso, ya que los representantes de ventas pueden no tener esta información cuando se crea el trato. En estos casos, las reglas de transición de etapas permiten especificar qué campos deben rellenar los usuarios al pasar un trato de una etapa a otra.

 

También puedes crear restricciones específicas en el pipeline que impidan que una transacción se cierre directamente desde etapas específicas. Esto evita que un acuerdo se cierre prematuramente y permite que pase por las etapas necesarias. Por ejemplo, puedes evitar que una operación se cierre directamente desde las etapas "No contactado", "Calificado", o "Necesita Análisis".

Para más información sobre las reglas de transición de etapas, haz clic aquí.

Precio
El precio de Bigin Prémium es de:
  • 12 €/usuario/mes (o 12 USD/usuario/mes), facturados anualmente.
  • 15 €/usuario/mes (o 15 USD/usuario/mes), facturados mensualmente.

¿Hay algún cambio en la edición Bigin Express?
Sí, ahora Bigin Express ofrece:
  1. Múltiples canales de ventas: 3 embudos en lugar de 5.
  2. Etiquetas: 10 etiquetas por módulo, en lugar de 20.
  3. Campos personalizados: 10 campos personalizados por módulo, en lugar de 20.
  4. Reglas de flujo de trabajo: 10 reglas de flujo de trabajo por organización, en lugar de 20.
  5. Formularios web: 3 formularios web, en lugar de 5.

Nota: Estos cambios no afectarán a los clientes de Bigin Express registrados hasta el 18 de noviembre de 2021. Los cambios anteriores sólo se aplicarán a los nuevos clientes de Bigin Express que se registren a partir del 19 de noviembre de 2021.

¿Cuáles son los cambios en Zoho One?
Hasta este momento habíamos ofrecido la Edición Express de Bigin a los usuarios de Zoho One. A partir de ahora ofrecemos la Edición Prémium de Bigin a los usuarios de Zoho One.

Puedes ponerte en contacto con nosotros a través de support@bigin.com en caso de tener alguna duda, o responder a esta publicación. 

¡Saludos!
    • Recent Topics

    • Invalid OAuth Token

      Hi, I'm currently attempting to retrieve Contacts field metadata for testing as documented here: https://www.zoho.com/crm/developer/docs/api/v7/field-meta.html At https://api-console.zoho.com/, I have created a Self Client application, and generated a
    • Enabling Call as an Activity type

      Hi all We've seen this video on using Calls to log, well, calls to clients. However we don't have the Calls activity type showing under the + next to Activities. I can't see any mention in the settings either. https://youtu.be/pyK1kNUcBjY Does anyone
    • How do I delete my website?

      My website on Sites is no longer valid. How do I take down my website?
    • WhatsApp and Zoho Creator Integration

      #Tips of the Day ======================================================================================== How to Connect WhatsApp With Zoho Creator. -> Create an account on WATI API EndPoint https://app-server.wati.io/api/v1/sendTemplateMessages Pass
    • Enhanced duplicate check for Leads in CRM

      Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This
    • Adda signature in a quote

      Hi there, how can one place a signature in a quote?.. thanks!.. Alex.
    • Zip Code or Post code assignment in Territory manager to distribute leads

      Hi, I am quite interested in Zoho due to multiple functionality but wanted to understand as a multinational multi- dealership infrastructure where we need our leads to flow through to various outlets based on their Zip or Post code, how do you assign
    • Can I export to PDF in Zoho Learn

      I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals
    • Beginner - How to Preserve Opt Out Status When Importing Contacts?

      Greetings. Please forgive the elementary question. We’re struggling to get started in Campaigns. We have 2,500 customers in Lightspeed Retail POS. In the Lightspeed interface, some are marked as opting in to email marketing and some as opting out. Our
    • Issue Uploading Attachment with Zoho Mail360 API using Deluge

      Hi everyone, I'm trying to upload an attachment using the Zoho Mail360 API in a Deluge function, but I'm running into issues. Here is the documentation I’m referring to: 🔗 Upload Attachment - Mail360 API According to the docs, the upload is done with
    • Creating automation workflow to send a Zoho Forms

      Hi, Is it possible to create a workflow (automation) which sends a Zoho Forms when someone is adding to a specific segment?
    • Meta and Facebook data report discrepancy

      I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there way
    • Received fatal alert: handshake_failure

      We have for most than 2 weeks these error, it is the third time these year webhooks arent working how they are supposed to. If we use an external sender ( POSTMAN) the webhooks work smootlhy Does anybody have the same error?
    • Did Zoho have any solutions to manage distribution

      Hi guys. I just want to know if there are any solutions in Zoho inventory or any other Zoho product to manage distribution (Delivery tour) and track and transfert the stock from the warehouse to the van vendors The vendors sell many products for clients
    • How to update Shipments >> Salesperson (External Lookup) custom field?

      Hi, I am creating Shipment and passing Salesperson(Custom Field - External Lookup) data from Sales Order but it will not updating, if anyone have any idea then guide me! FYI, I tried 1. customfield_id 2. api_name 3. label but not worked any of above.
    • How to best import Downloadable Digital Products into Inventory

      I have a large number of downloadable digital products that are sold B2B (think PDFs) that I want to track the sales of alongside their physical counterparts in Inventory and be able to send Invoices for these digital products. These items have no cost
    • Update Quantity in Item Table under PO with other custom fields

      Is there a way to multiply two custom fields to automatically update the quantity column on an item table under a Purchase Order? I'm looking for fool-proof way to update our quantities of loose items based on the different sizes of packs we receive inventory.
    • RFID Scanning

      With the Stock Count Module and ability to have multiple Warehouses, the ability to scan items via RFID Scanners is a HUGE advancement and time saver. While RFID tags can be assigned we need to be able to connect the RFID scanner to Zoho Inventory app
    • Zoho items price not fetch in shopify store

      why not fetching pricing with shopify store
    • Route Optimizer

      Does Zoho Inventory offer route optimization for our in-house deliveries? It will save us time to manually route our daily orders. Thank you
    • Blocking Specific Emails in Zoho Desk

      Hello! I would like to know if it’s possible to block a specific email in Zoho Desk so that tickets are not created from it. Could you guys help me with this question?
    • Unable to Access cPanel - Site Can't Be Reached

      I am unable to access my cPanel at the following URL: https://mailadmin.zoho.ca/cpanel/home.do When I try to visit the page, I receive the message "This site can’t be reached." I have attempted to clear my browser cache and use different browsers, but
    • Combine Zoho Social/Assist/Site24x7 and Patch Manager accounts

      I have an account (info@b__.org) account that I use to admin Social/Assist/Site24x7 and an account I manage Patch Manager with (kitv@b__.org). I'd like to combine the 2 and just use the info@ account to manage all products. Is that possbile?
    • Message Id of emails from IMAP is not the same as Gmail's message id

      Hi, I'm working in deluge functions that get all emails of a module (zoho.crm.getRelatedRecords("Emails","Contacts",contact_id,1,200,{"type":5});), but the response message id of the email is not the same as Gmail's message id, Can you explain to me why
    • Send out follow-up email in the same thread (threaded conversations in individual emails) from Zoho CRM

      Hi, I'm new to Zoho. I'm trying to send individual emails to my leads one by one. And I'll send out follow up email if I don't hear back from them later. However, instead of sending a new email, I want to reply in the same email thread so that the recipients
    • Zoho Creator - Revamped Release Notes

      Hello everyone! We're thrilled to announce the launch of our revamped Release Notes page. We'll now be saying goodbye to the current layout and introducing a fresh, updated Release Notes page in its place. A wide range of people have provided us with
    • Zoho Assist: soft focus remote image (remote is macOS)

      Hello Scenario: - Technician: macOS Sequoia - User: macOS Sequoia - Problem: The image on the technician side is a little blurry. I can describe it only as "soft focus". No changes to color quality of remote screen resolution make any difference. But
    • Zoho Flow Debugging

      Hello I built a custom function that takes input via a webhook trigger into the flow. The custom function has input as strings and I have one single line that info each of the variables to debug. However, for each of the tests (instances of webhook triggers)
    • Reports: Search Function

      Hello, Is there a way to fully customize the SEARCH. Instead of populating all of the available fields on form, is there a way to just select a few? Searching in KB but got no luck of finding a way..or how about on the Application IDE?
    • How do you convert a deal to an invoice?

      I am trying to auto generate an invoice when a deal is marked as "closed won" and "payment status" (a custom field) is set to "Invoice". I then want to automatically send the invoice to a client to pay with credit card via the PayPal integration (or another option if one exists that allows credit card). I am using the "payment status" field to differntatie between deals closed won that were payed with cash from those that need to be invoiced etc. What is the best way to handle this?
    • Is it possible to customise the lead conversion page in Zoho CRM?

      I am looking to add/remove some fields and permissions on the lead conversion page when you convert a lead. I can't seem to find any information on whether this is possible or not.
    • how to unlock my domain with photos

      please give instructions
    • Tag Limits for contacts module

      Hi,  I don't really understand the limits for tags which are mentioned here: https://help.zoho.com/portal/en/kb/crm/manage-crm-data/record-management/articles/tagging-records#Tag_limits Edition No. of tags per record No. of tags per module Standard 5
    • Zoho CRM Recurring Tasks creates the entire series

      Hello all, we have the following issue. We use Zoho CRM tasks and we use them as recurring. at the moment however if you set a task to “repeat monthly” and “never end” it automatically creates a monthly task for each month until 2028. is it possible that
    • Direct URL to "View Record"

      I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your help
    • Zoho FSM says "null"

      Hey everyone. I am trying to create a flow for when a 'Service Appointment' is created/updated in FSM. I have created everything and when I try to turn the flow on it says "Zoho FSM says 'null'". I have no clue what this means or what is wrong. Has anyone
    • Payment before Submussion

      Hi, would like to create a form in Zoho Creator, in which at the end a payment is made. Right now, i only can submit the form and then the payment process is started. But the payment process needs to be finished BEFORE the submission of the form. Can
    • Please turn on SMTP Authentication in your mail client.

      We are unable to send mails. The reported error:  Please turn on SMTP Authentication in your mail client. sender-of-o52.zoho.com [135.84.80.217]:21324 is not permitted to relay through this server without authentication. This is a newly setup domain
    • Zoho Projects API v3 - How to format filter critera in deluge

      I'm trying to return the id of a client company in the Zoho Projects API using Zoho Flow and am running into issues about how I format critera in deluge. https://projects.zoho.com/api-docs#clients#get-clients I have several hundred Client Companies, and
    • Not possible to remove mandatory system fields?

      Is there no way to make things like under Calls "Call Duration" or "Call Start Time" or under Potentials "Close Date" not mandatory? These fields are useless for my organization and waste time but the box is grayed out to not make them mandatory. It's
    • Next Page