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

    • Payment

      I’ve been trying upgrade notebook to pro for a week now. I can’t make payment in your app or site. It might be because Ci don’t have VAT number ?? I’ve emailed you twice but burning back! By the way , your site and app give me different prices and have

    • Zoho CRM not working

      We cannot seem to access Zoho CRM. We can login, but that's as far as it goes.

    • How do I use Deluge to search a Ticket by its Account?

      Usecase: with Zoho Flow, my task is to filter Tickets in Zoho Desk based on a few criteria and then use that information to edit and invoice in Zoho Billing. To achieve that, I'm using the Deluge search API to get all tickets from each Account (our clients)

    • WorkDrive Download Issue

      My client has been sending me files via WorkDrive, which generally has worked fine. Recently files won't download at all. If you try and individually select and download a file, a popup will appear in the bottom right saying it's preparing and then it

    • Stock function not working for Brazil (Bovespa)

      Hi, The STOCK function in not working for the Brazil Exchange "Bovespa". This is the syntax I´m using: =STOCK("Bovespa:BBAS3";"PRICE"). Thanks for any help. Ale

    • How to Prevent Guided Conversations from Restarting After Completion?

      Hi all, I have built a Guided Conversations (GC) bot that asks clients a series of initial questions, such as their name and the service they are interested in. Once the conversation is completed, I want the bot to stop and assign the conversation to

    • Due Date within Business Hours

      I have automated rules for Due Date based on a ticket's urgency, which can be 1 hour, 4 hours, or 24 hours. However, I would like the ticket closure time to consider only business hours. For example, a priority 1 ticket (1-hour SLA) received after business

    • Zoho Recruit - Resume Parsing Failure Notification

      Dear Recruit team - For the Resumes where Parsing fails, is there way to get a notification over email? I tried looking into the KB articles but was not able to find one. Kindly point me to an article if there is one. Right now, we do not get to know

    • Auto Reply on Zoho Desk

      Can we set an Auto Respond to every email that Zoho Desk receives? Is there a way that any of the information in the original email can be pulled through to that reply? Like a mail merge?

    • Question Regarding Communication Integration with Zoho Desk and Line

      Hello everyone, I have a question regarding the integration capabilities of Zoho Desk with the messaging application Line. I understand that Zoho Desk allows automatic ticket creation for customer complaints, enabling real-time communication with clients.

    • Identifying a collegue in remark section - Zoho CRM

      When I mention my colleague in the Remarks section (Contact CRM), she should receive an email notification. However, I receive them, but she does not. How can she enable notifications? Thanks!

    • zoho crm is not working

      no one of our team gets in

    • Possibility to show Images during Blueprint Transitions

      We use Blueprints heavily in our business to keep a structured process and to use a lot of automations. In fact, we automated so much, that our co workers sometimes don't know what really is happening. It would be helpful if we could show the users a

    • Multi Step Parallel Transitions for Blueprints

      We have two processes, that are sequential and can be done simultaneously inside of one module. For example: For order processing, we have to kinds of tasks: tasks that need to be done at the car directly (for example repairs) and tasks where the physical

    • How can I format numbers in an html table?

      I am building an html table to display how much people have paid, but the numbers are losing their formatting: application_table = application_table + "<td style='text-align: right;'>" + payment_row.Amount_Local + "</td>"; Amount_Local is a decimal field,

    • Deluge Create Task For Contact - $se_module not accepted...

      I have created the following script to add a Task to a Contact But the system does not like "Contacts" for the "$se_module" function. Is there a different method/script to create a Task directly associated with a Contact? Here is the function: ************

    • Zoho Analytics Triggers & Action Deprecation - Why So Much Manual Intervention Needed?

      I understand that APIs evolve and that updates need to happen. However, the way that the Zoho Analytics update is being rolled out is making life on users very difficult. First of all, the whole idea of forcing users to manually reconstruct Flows with

    • Integration of Zero Accounting to Zoho CRM

      Hello, do you support integration of zero to crm Thanks Job

    • Company ownership

      Hello all, My name is Harry Froget and im currently performing an audit on all processes and systems and found out that Mr. Eric Kern is listed as the owner of our organization, he should be removed as such inmediately. Please contact me as soon as possible

    • How do I categorize a payment made to one of our contractors?

      Our company paid a contractor (via bank transfer).  When I try to categorize this payment, the only options I have are:  Asset Cash Credit Card Equity It should be categorized as an actual expense, paying a contractor.  The closest thing I see, is under

    • How to auto-update a task owner in a preset list of tasks on a new project?

      We have automation set up between the CRM and Projects that will automatically create a new project with a preset list of tasks when a sales order is created for specific products. Of the tasks that are automatically populated in these new projects, we

    • Closing a Stateless Window

      Hi! I have a stateless form that I'm displaying with openUrl("https://creator.zohopublic.com/company/application/form-perma/ISN_Stateless?Trade_Order_Id1=" + input.ID,"popup window","height=300, width=500"); and that works great. The form has an 'OK' and a Cancel button.  At the end of either event (OK & Cancel) script I put openUrl("http://creator.zoho.com" + zoho.appuri + "#Script:script.close","same window"); but the popup window merely 'refreshes' and the window stays.  A cancel will not kill

    • Zoho Forms Webhooks - Only sends on submission not on edit.

      Hi There, We have a slightly unique use case for Zoho Forms. We used Zoho Forms for the collection of Guest Lists. When a customer submits their guest list they get an email confirmation. Within this is a link for them to update their guest list before

    • [WEBINAR][Feb 2025] Automate your entire financial operations from receipts to reconciliation with Zoho Books & Zoho Expense integration

      Hello there, We are hosting a free, live webinar on the importance of travel and expense management solutions for businesses, and how Zoho Expense automatically syncs with Zoho Books to simplify your accounting even further. The webinar is on February

    • ZOHO Sites Domain Mapping

      Hello, I hope someone can help me understand. I have not gotten a clear response from support yet. Basically, I am using Zoho Sites, but it is asking me to verify my site. I am unable to log into a third party host to point the domain to zohosites, because

    • [Webinar] Simplify real estate operations with Zoho Writer

      Hi Zoho Writer users, Is managing extensive documentation, client information, and property data time consuming for your firm? Are you ready to simplify processes and focus on building client relationships? Join us on February 13, 2025, for a Zoho Writer

    • Adding pages to Zoho Sites

      I went to add pages to my website and it comes up Page Limit Reached. I upgraded and paid for 200 pages but the error still comes up?

    • Mantener visible solamente el primer nivel de la vista dinámica.

      Saludos. En esta ocasión ocupo su atención para preguntar de que forma puedo mantener solamente visible el primer nivel de la información colocada en el campo filas de la tabla dinámica y que se visualice únicamente esa etiqueta y su consiguiente sub total. En el caso del ejemplo que adjunto, allí quisiera ver los estados con el sub total de cada uno de ellos. Como siempre, Gracias por su atención. Saludos. Adel Bahsas El Maaz.

    • How to extract URL parameters with Zoho Flow

      Hello, I try to extract different parameters like UTM and Ads platform id like MSCKLID. Ex. mydomain.com/?utm_source=1234 They aren't necessarly all filed due to the usage of different platform. I have a field with the URL in Zoho CRM I have individual

    • Power of Automation :: Auto update the Project status based on the count of completed Milestones

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • Zoho CRM Reports Module on Mobil App

      I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.

    • uploading a document 15 mins. its still scanning for virus

      Hi there,   I tried uploading a document. A 75 KB .xls file, its been more than 15 mins. and it is still going about saying "Scanning for Virus" . There is also no idea whether the doc. has been uploaded or not ?  Update :- It seems to have uploaded the .xls file but something doesn't work. It is not opening the .xls file.  (I know the file is uploaded because I opened another tab and it shows the file has been uploaded.) It is showing "Unable to open xls file" . 

    • The app shut down and everything written disappeared

      Hello! I had a problem while using the app. Due to a crash, the application was closed, and after re-logging in, the document was empty. I know for sure that it was saved all the time while I was updating it for these two days, but neither the old changes

    • Consulta sobre funcionalidades de ZOHO

      Estimado equipo de ZOHO, Buenas tardes. En nuestra organización estamos evaluando la posibilidad de contratar ZOHO y nos gustaría conocer más sobre sus funcionalidades. Específicamente, queremos saber si es posible crear una landing page, integrar una

    • Is a record ID in Zoho Books always numeric?

      Hi Support Team, For storing Zoho Books' contact, invoice and other record IDs in an external app, I wanted to know if the IDs are always numeric. As far as I can see in Books, they are all numeric and while fetching a record via the Zoho Books API, passing

    • Zoho mail to contacts and leads, but not to accounts?

      We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenient

    • Check all user mails in one inbox

      Hello, I would like to integrate all my users into one inbox. The idea is to only log in once and see all my user inboxes in one place. How can I do this?

    • Product Quantity Report in Dashboard

      I wanted to extract products and its quantity report from deals (with specific stage). Can anyone help me on this?

    • Zoho One Admin Panel API

      Dear Zoho One Support, We are currently utilizing the Zoho One Admin Panel for managing our organization's user accounts, app assignments, and security settings. While the panel offers a user-friendly interface, we believe that an API for these functionalities

    • Call Logs not showing up in the leads module

      Hi there, I've been making calls to the leads in my Zoho CRM, however, the calls aren't showing in the close activities history, in the lead profile. I have my phone system connected and the settings are all correct. Is there a way to fix this.

    • Next Page