Nouveau forfait Bigin Premier : Multi-devises, flux de travail avancés et plus encore !
Nouveau forfait Bigin Premier : Multi-devises, flux de travail avancés et plus encore !
Bonjour à tous,
Nous sommes ravis d'annoncer une toute nouvelle édition de Bigin qui contient plusieurs nouvelles fonctionnalités comme la multidevise, des flux de travail avancés, des champs de recherche personnalisés et plus encore : l'édition Premier. Voici une vidéo de présentation (en anglais) .
À l'avenir, Bigin sera disponible en trois éditions : Gratuit, Express et Premier.
Qu'est-ce que l'édition Premier ?
L'édition Premier est dotée de fonctionnalités supplémentaires comparé à l'édition Express. Elle s'adresse aux entreprises qui ont besoin de fonctionnalités avancées. Voici les nouvelles fonctions :
Multi-devises
Toute organisation qui traite avec des clients de différents pays doit effectuer des transactions dans la devise locale. Mais convertir manuellement la devise est un processus fastidieux et complexe. C'est là que Multi-devises de Bigin vous fait gagner du temps et vous permet d'effectuer ces conversions facilement. Avec Multi-devises, vous pouvez définir différentes devises pour différents enregistrements de transactions et Bigin se chargera des conversions de taux de change. Pour en savoir plus, cliquez ici.
Champs de recherche personnalisés
Un champ de recherche permet de relier deux enregistrements dans des modules différents. Supposons que vous souhaitiez associer la société de votre fournisseur et la société du client à une transaction. Ici, vous pouvez créer un champ de recherche personnalisé pour associer le module Sociétés au module Affaires.
Vous pouvez maintenant configurer des déclencheurs basés sur la date et l'heure dans les règles de flux de travail. Par exemple, vous pouvez configurer une règle pour créer une tâche pour un utilisateur afin de suivre une affaire si elle est inactive pendant plus de 15 jours.
Vous pouvez planifier des actions telles que des notifications par e-mail, la création de tâches, la mise à jour de champs à exécuter à une date/heure spécifiée après le déclenchement d'un workflow.
Certaines des données capturées dans le pipeline sont des informations importantes qui aident à conclure l'affaire. Elles doivent être saisies par les représentants mais il n'est pas idéal de rendre ces champs obligatoires car les représentants peuvent ne pas disposer de ces informations lors de la création de l'affaire. Les règles de transition d'étape vous permettent de spécifier les champs qui doivent être remplis par les utilisateurs lorsqu'ils déplacent une affaire d'une étape à une autre.
Vous pouvez également créer des restrictions spécifiques au pipeline qui empêchent la clôture directe d'une transaction à partir d'étapes spécifiques. Cela évite qu'une transaction soit fermée prématurément et lui permet de traverser les étapes nécessaires. Par exemple, vous pouvez empêcher la clôture directe d'une affaire à partir des étapes "Non contacté", "Qualifié", "Analyse des besoins".
Prix
Le prix de Bigin Premier sera de :
12 € / utilisateur/mois, facturé annuellement
15 € / utilisateur/mois, facturé mensuellement
Y a-t-il des changements dans l'édition Bigin Express ?
Oui, Bigin Express offre :
1. Pipelines multiples : 3 pipelines au lieu de 5.
2. Balises : 10 balises par module, au lieu de 20.
3. Champs personnalisés : 10 champs personnalisés par module, au lieu de 20.
4. Règles de flux de travail : 10 règles de workflow par organisation, au lieu de 20.
5. Webforms : 3 webforms, au lieu de 5.
Note : Ces changements n'affecteront pas les clients existants de Bigin Express. Les changements ci-dessus ne s'appliqueront qu'aux nouveaux clients d'Express qui s'inscrivent à partir du 19 novembre 2021.
Quels sont les changements dans Zoho One ?
Jusqu'à présent, nous avons offert l'édition Express de Bigin aux utilisateurs de Zoho One. À partir de la semaine prochaine, nous offrirons l'édition Premier de Bigin aux utilisateurs de Zoho One.
N'hésitez pas à nous contacter à l'adresse support@bigin.com si vous avez des questions.
Bonjour Community France, Découvrons comment transférer le statut de Super Administrateur. Sachez que le statut de super administrateur ne peut être transféré à un autre utilisateur administrateur que par le super administrateur lui même. Pour transférer
Bonjour à tous, Nous sommes ravis d'annoncer une toute nouvelle édition de Bigin qui contient plusieurs nouvelles fonctionnalités comme la multidevise, des flux de travail avancés, des champs de recherche personnalisés et plus encore : l'édition Premier.
Bonjour à tous, Une transaction implique souvent plusieurs décideurs. Prenons l'exemple de l'entreprise Zylker qui utilise Bigin pour gérer ses pipelines de vente. Ils souhaitent acheter des meubles. Pour valider la vente, différents employés, de différents
Dans cet article nous verrons comment paramétrer votre CRM Bigin en 4 étapes : renseigner vos informations, gérer vos utilisateurs ainsi que leurs rôles et profils. Renseigner les informations de votre organisation Vous venez de vous inscrire à Zoho Bigin,
Bonjour à tous ! Nous sommes de retour avec quelques annonces passionnantes. Mais d'abord, joyeux anniversaire à nous ! Bigin a eu un an récemment et nous avons un nouvel ensemble de fonctionnalités que nous sommes impatients de partager avec vous. Nous
I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors
I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want
currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will
I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in
We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No
I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with only
Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive
Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific data
Hello, I have a Flow that executes correctly but I only want it to execute once when a particular field on a record is updated in TrackVia. I have the trigger filters setup correctly and I want to add an "update record" action at the end of the flow to
I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link
Hi, I have set up a Supervisor Rule in Zoho Desk to send an email alert when a ticket has been on hold for 48 hours. Is there a way to change it so that the alert only sends once and not on an hourly basis? Thank you Laura
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within
Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for
Hello, I am trying to register a webhook in Zoho CRM programmatically (using the API). Specifically, I want to register a webhook that is fired when new Contacts are created in the CRM. I was able to setup a webhook using the UI, by creating a rule that
Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the
When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?
Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due
There are no examples of analysis with analytics of zoho survey data. Only survey meta data is analyzed, such as number of completes, not actual analysis of responses, such as the % in each gender, cross-tabulations of survey responses. One strange characteristic of Zoho analytics is that does not seem aware of how Zoho Survey codes 'multiple response' questions. These are questions where more than one option can be selected from a list. Zoho Survey stores this data as text, separated by commas within
Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?
When the user is in an active chat (chatbot) and is provide with an internal link, when they click the link to go to the internal page the chat opens again. This is not a good user experience. They have been sent the link to read what is on the page.
Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report with
Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attaching
Hi In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to show alert. How We can achive in Zoho CRm Using custom
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Hello! We’re conducting a hands-on workshop series to help simplify appointment scheduling for your business with Zoho Bookings. We’ll be covering various functionalities and showing how you can leverage them for your business across five different sessions.
Hello Everyone I hope everything is fine. I've tried to To change the layout of the reports, especially the summary page report, and I want to divide summary of each section in the survey but I can't For example: I have a survey containing five different
I’ve encountered an issue while working with a journey in Zoho Marketing Automation. After creating the journey, I wanted to edit the "Match Criteria" settings. Unfortunately: The criteria section appears to be locked and not editable. I’m also unable
I created a couple of custom fields. e.g Country of Origin and HS Tariff Code. I need these to appear on a clone of a sales order PDF template but on on the standard PDF template. When I select "appear on PDFs' it appears on both but when I don't select
Hello, I'm not sure if this has been asked before so please don't get mad at me for asking. We're an NDIS provider in Australia so we need to draft a Service Agreement for our client. With the recent changes in the NDIS we're now required to also include
I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would
Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running
In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple