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
Dear Zoho SalesIQ Team, We would like to request a new feature in Zoho SalesIQ: the ability to duplicate an existing card within the same canvas while retaining all of its information and settings, including conditions, configurations, and display preferences.
Sales IQ chat only has one field for name. When this then syncs with Campaigns, the field populates the "last name" field in Campaigns. However most people fill in the "name" field of Sales IQ with either their full name or their Christian name. This
Dear Zoho SalesIQ Team, We’d like to suggest a productivity-enhancing feature for the Zobot builder in Zoho SalesIQ: the ability to select multiple cards (modules) at once using a selection area, and then copy-paste them either within the same canvas
with zoho meetings do I have my own personal link to my 'meeting space' ? I have an email template in Zoho CRM which confirms people's appointment with me, I would like to include the link to my Zoho Meetings so that they have it in advance. How do I
Hi Zoho SalesIQ Team, I hope you're doing well. I understand that with the WhatsApp integration in SalesIQ, clients can contact us via WhatsApp, and we can use WhatsApp templates to send messages outside of the 24-hour window by reopening an existing
I have Contacts showing in our Accounts module. I customized the Contacts module with an Employment Status field, with the following picklist options: "Primary Contact", "Secondary Contact", "Active Staff(not a main contact)", and "No longer employed".
Hello folks, The company I work for will host an online event through Zoho Webinar. I want to add an overlay (an image) at the bottom of the screen with all the sponsors' logos. Is it possible to add an image as an overlay during the live stream? If so,
Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
Hello! I’m currently facing an issue with my Zoho website that I created for my small business. After the recent updates, I’ve noticed that my site is not displaying correctly on mobile devices. Specifically, the layout appears distorted, and some elements
We use Zoho Desk to run one ticket per client per month. All time entries go to the ticket, we have to enter hourly rate manually and then correct it when we do the invoicing at the end of the month. So, our workflow is as following: I worked for 30 minutes,
I am trying to add agents to my account. While filling the details and sending invitation, the system mentions that invitation is sent. But no email is received on the user side. I have tried this multiple times and have also checked Spam and other
Searched and searched and cannot find anywhere. Why is everything so hidden in zoho! Why is there not a button right here that allows me to create a new one, why is it buried somewhere else! Zoho's UI is so infuriating
Hi I would like to create new tickets from our custom form on our website including some custom fields like serial number. I would prefer PHP to create the ticket. I know there is the Zoho webform but we would like to create our own. I have now read into the API and with AuthToken this would work with PHP but it is deprecated and will not be supported any more in the future, so this not an option. OauthToken on the other hand needs an interaction from the ticket creator (customer) which we would
Hi, I would like to customise the Sign Up page in my Help Centre Sandbox Environment but when I try to access it I get this message: What setting or permission do I need to achieve this? Many thanks, Kunal
How can I interact webhooks from external websites with Zoho Creator? I'd like to get notifications from external websites (Stripe, Zoho Subscription, etc.) These notifications are coming as HTTP POST request from those servers, on maybe daily, monthly or based on any events. How should I prepare my app in creator to receive these requests? Where and how to should I program in Deluge if I'd like to add some part of the JSON/XML data to my form? Thank you BR, Balazs
I have an experiment running for five days. PageSense web analytics data shows the page is getting visitors, but the experiment data itself says zero visitors. I am in trial mode, not sure if that's related. A week ago, I contacted support through chat
Hi, Zoho Newbie here - I'm helping to support an existing Zoho installation, so this is all a bit new to me. I have to say, I'm liking what I've seen so far! We've just spotted that we have a number of respondents to our forms who don't end up submitting
I wanted to share this solution as I wasn't able to find it when searching through the Zoho community and via web search. The issue: When requestor books a meeting through Zoho Bookings, the requestor receives a confirmation email from both Bookings and
Now that our company has a good data set to work with we want to use ZCRM reports ways to track the performance metrics we have established. Specifically, I want to be able to calculate closing % for individual salespeople and individual support people.
Hi: I'm trying to implement a calendar which displays all of my customer appointments. Currently, the calendar shows all 24 hours of the day. Is there a way to restrict the hours to simply the times my business is open? Thanks!
Hi, It would be great to be able to use the same functionality within the App, so create the Static Prefill URL as today and be able to use online as today, and then have an area within the App showing these Entries that can be pressed and opens the form
Hi, Is it possible to configure the Outbound Gateway to route external domains only and keep inter-domain emails locally delivered? When one of my users sends an email to another user within our own domain, I want user1@mydomain.com to user2@mydomain.com not to exit. However, if anyone within our domain sends to an external address, I want that email to be routed using the Outbound Gateway. Thanks. P.
Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn
When I create any Delivery note with product like mobile In our stock if it was 10 Unit I sold thru invoice, 4 unit And thru Delivery note, 2 Unit and I also change Delivery note status as delivered So in my stock it should display remaining 4 unit But write now it display 6 unit only. Please help me for that Because when I creating new invoice it display 6 unit in stock but actually in my physical stock its only 4. So I miss guide with stock display
Response time when adding customers to the ZoHo books database is increasing over time. The response time to retrieve a newly added customer is now 1.5 to 2 minutes. The database has approximately 2,000 customers. I think you need to reorganise the
Why are the payees not checked when 2 payments are for the same amount to avoid exclusion? If there are 2 ( or more ) payment amounts which are the same then they are automatically excluded, this should not happen unless the payee names are the same
AI is no longer a distant concept. It’s one of our everyday tools, from answering casual questions to generating critical business documents. And presentations are one area where AI can be especially helpful. At Zoho Show, we’ve been deliberate in how
Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Desk. When a customer reports an issue/request during chat, it's logged as a ticket on Desk. When they return for updates, you end up searching through
First of all, thanks for shipping the new Choice Availability counter. It solves the basic “stop over-booking” problem. What’s missing, though, is a way to react when an option is sold out. Right now we can only disable/hide the choice; we can’t fire
I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollment
Hello All I am using this 2 users to test out how it work on Performance Management User 1 - Reportee User 2 - Reporting Manager : Li Ting Haley User 1 : Self Appraisal Error How do i fix this error?
Plans change. People cancel. Tickets get handed off. It happens, and we understand. As an organizer, you need tools that offer flexibility for attendees while protecting your event’s integrity. That’s why we’ve built features to help you manage these
Dear Zoho SalesIQ Team, Greetings, We are using the integration between Zoho SalesIQ and Zoho Desk to sync articles from the Zoho Desk Knowledge Base into SalesIQ. As part of this integration, we receive the following email notification: "Your scheduled
When I go to Visitor History to manually associate a visitor with a known contact, I press the pencil symbol next to the system-generated ID number. I enter first and last name, then email. Looks good so far. However, when it syncs with CRM, first name
Hi, got an issue with syncing cards across windows app, web app and iphone app. If I create a card and add some text content then everything syncs across all platforms ok. If I create a card and add an attachment, be it pdf, jpg or movie then the card
For default modules in CRM, whenever I create a task for a contact, the task also appears in the record for the parent account. How do I replicate this with custom modules? My specific situation is that I have a custom module as a child module to Accounts.
In My zoho crm i have created a button automation which basically is it converts a quote into invoice and sales order , so initially when a person who is my app user submits a quotation form it goes into quote module and record is created and in each