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
Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields to
You can mass do everything else, so maybe I'm missing something. But if I have a bunch of tasks and want to assign multiple tasks within a date set, how do I do that without doing them one by one?
Hello Community, Trident for macOS has quite a few new features that will improve your business email communication. Let's take a quick look at them. Creating templates Earlier, you could save email drafts as templates in Trident. With the current update,
Given the current political situation in the U.S. and possible near future implications for data privacy and security, I am curious about Zoho’s obligation to comply with the U.S. cloud act or other U.S. requests for private customer information from
We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! This is your chance to shout about the amazing things you've created, connected, or achieved with Zoho's developer application!
We wonder why the "balance due" for the VOIDED INVOICE is not zero? For example our case, we issued invoice for a client for MYR1000, then after client request for cancellation. Client haven't make payment yet. So we marked the invoice as void. We think
Hi, I'm having an issue when merging a document using a custom function when with decimal numbers. In my template preview, it's seems correct ,but when I do the merge and attach the file to a record, all types of docs aren't displaying the number correctly.
Hello everyone! Trident for macOS is here with interesting features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them. Change the "From" email address easily. When composing or replying to an email,
Hello Community, Trident for Windows is here with exciting new features to elevate your email communication. Let’s dive into what’s new! View and manage .pst files. A .pst (Personal Storage Table) file is an Outlook Data Storage file format for storing
I'm assessing whether zoho crm will work for our startup, however I tried to send emails to my leads and after 12 emails got the notification that email limit has been reached. That is ridiculously low. Whats wrong and how can you fix that. I am still
Do you have a list in Excel that you would like to import into Zoho CRM? If your administrator has not restricted your ability to import, the process is fairly easy to accomplish, but understanding the options can make everything go smoother. First you may need to prepare the spreadsheet Remove any extra rows from the top of the spreadsheet, like titles or blank lines. Row 1 should be the column headers. Row 2 should be where the data starts. Make sure that there is a column for any required fields
I need to display the Name of the User who created a deal and the Deal Owner. Since both fields are lookups to the same table (Users), it defaults to the user record of the Deal Owner and I cannot display the name of who created it. I can generate the
I'm trying to import products from csv/xls files, but I can't get the Sales Start Date field to import. I know the import is working because all the other information is imported, but the Sales Start Date field is left empty. I think it must be a format
Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will show the module and total number of records. Is there a way of indicating this
Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which
Hi, I've been using Workdrive for a few days and lately, the files I added in Workdrive don't appear in the search. It looks like my latest files aren't indexed. Are you aware of this issue ?
We’re excited to invite you to an exclusive 1-hour webinar where we’ll demonstrate how to bring the power of Google’s Gemini AI into your Zoho ecosystem using Deluge scripting. Whether you're looking to automate data extraction from PDFs or dynamically
I got a message from Zoho saying that the Warehouse and Branch has been merged into one category "Locations" Once I migrated to this setup I was no longer able to edit any invoice / create creadit notes - got an error saying "invalid warehouse_id" I never
I have been appreciating the new Kits feature quite a bit, it is exactly what we were looking for in Zoho to solve many pain points. However, there is 1 problem I am running into and that is the fact there is no stock information that can be pulled for
I am currently setting up my Zoho Inventory system and would like to implement an automatic pricing feature for sales orders. We have created a custom field called "brandline" for our items. All products with the same brandline value should have the same
Maybe I'm missing something....I hope so... Using tags for triggers is a key need. This prevents us from having a ton of different lists. I am trying to find out how to add a tag using zapier when someone makes a purchase....but it doesn't seem to be
Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers
We all spend a good amount of time building presentations for meetings, reports, and pitches. But even with good content, slides can sometimes feel basic or less engaging. That’s where having the right tools helps. With Zoho Show’s add-ons, you can embed
We mainly supply contract staff, so there is an end point to when they are 'Hired'. The problem we have is that once we have marked the candidate as 'Hired' there is no way that we can change their status afterwards without 'unhiring' them against the job. We need to be able to hire people for a fixed period of time, after which they would become 'available' again. How do we go about doing this?
I am finding Writer to be very buggy and glitchy while using it. I've tried it in Firefox, Chrome, Safari... all Mac. Complete words get deleted on backspace (probably a feature, but disconcerting and bad design, esp. if you just want to delete a couple
I need to be able to add a drop-shipping address for one-time use to a sales order via the API. Adding every such address to the contact (customer), then feeding the shippingaddress_id into the sales order, is not an acceptable approach; we have some
I created a website on zoho and associated my domain (bompescado.com) on it. You can see the A record and CNAME are working to it. Now I need to associate the same domain as webmail, but when I try it return with: " This domain name seems to be already associated with another account. If you own this domain, please contact us for assistance." Im following the advice and conctacting you to say I've not been associated this domain on zoho before. What do I need? Well, I need you manually remove it
Dear Zoho CRM Team, We’d like to request a feature enhancement regarding the handling of attachments. Use Case: We have a custom module that stores invoices uploaded by our affiliates. Currently, we need to open each record individually to print these
I think the first request I found for in-line editing from grids was approximately 12 years ago - that post was locked because it was suggested Zoho sheetview solved the problem. However, it's now 2024, and in-line editing from grids is just a basic expectation.
Hello, I am in the middle of integrating some 3rd party Call center API with Zoho CRM and going through our logs I see some discrepencies. We sometimes get an error: {"data":[{"code":"INVALID_DATA","details":{"api_name":"Call_Duration","json_path":"$.data[0].Call_Duration"},"message":"Please
Hello, I have a small problem. I have created a custom module. The data records are only labeled with the last names. Also in the lookup etc.... It's stupid if you have different first names with the same surname. Then I only ever see the surname. In
Hello, I'd like to be able to iterate through all the rows in a CSV or Excel/Zoho Sheet file to perform actions on them. How is this possible in Flow? Thanks in advance! Best regards, Sven
Is there a way to automate the import of contacts from Zoho Flow to Zoho CRM? I have a csv file on a remote server that I would like to pull off and import/update on a schedule. I know you can do it with Zapier but I would like to stay within the Zoho
Is there any option for automatic 26Q and 24Q filing in Zoho books. Even Tally has this option. Why don't Zoho has this ? Is there any customisation available for this ?
This is the premium support answer from zoho. It means we cannot merge and send thru deluge related records (sub forms) items... Has anybody suffered from the same ordeal ? DO you have a workaround ? If not can you vote for this feature to be added to
Has anyone figured out how to automatically upload a quote that was signed via Zoho Sign and insert it directly to that leads file and push it through the pipeline to proposal signed status?