Early access for Team Pipelines: Bigin's next big update to transform the customer-facing operations for small businesses and teams
Dear customers,
Are you ready to check out Bigin's most exciting new update?
We're absolutely thrilled about this announcement!
Say hello to Team Pipelines - pipelines that unify all your customer-facing operations in one platform.
What's this new update all about?
What's this new update all about?
Every business, small or big, is characterized by multiple customer-facing operations like sales, marketing, or customer success. As a small business owner, you either have a team where everyone handles multiple operations, or individual members take care of specific operations. Ideally, every piece of information gathered from your customers needs to be added to your CRM so that you and your team can access it whenever necessary.
Ultimately, unifying customer information and streamlining every piece of your day-to-day operation becomes the key to getting a holistic view of your customers and scaling the difficult summit that is, achieving the single source of truth for customer data.
Currently, most of you use Bigin to manage your sales operations. Alternatively, you can rename modules, customize the fields and stages in your pipelines to manage operations other than sales like customer onboarding, marketing case studies, product delivery, etc.
But what happens when you want to simultaneously manage your deals, onboarding, and implementation, all in the same Bigin account?
What we have noticed with the current pipeline system is that, most customers either create multiple Bigin accounts, or resort to other tools like spreadsheets, help desk software, etc. to manage customer-facing operations other than sales.
But in such cases, your customer data gets scattered between multiple tools, resulting in a lack of coordination amongst your team members, leading to an overall delay in execution and non-satisfactory customer experience.
It is to address this lack of unification that we're introducing Team Pipelines in Bigin.
Introducing Team Pipelines
Now, let's see how a typical product purchase journey looks with the introduction of Team Pipelines.
During the purchase process, your customers talk to sales and that is usually tracked in the Deals pipeline. If there is a legal contract involved in the sale, the same can be managed in the Legal pipeline by the legal team. Once the deal is won, the product delivery can be captured in the Delivery pipeline, and at every stage of this pipeline, customers can be notified automatically on the status of the delivery.
Similarly, once the product is delivered, there may be further stages like installation and activation that can be tracked in the respective pipelines by the teams.
In the journey that we saw now, at least five different people are working together to deliver a great experience to customers.
In the journey that we saw now, at least five different people are working together to deliver a great experience to customers.
How will the new update help?
Before Team Pipelines, none of your team members would have had the visibility of the tasks and operations carried out by the other teams. They would have been forced to call, chat, or email each other at every single point, making the whole journey chaotic and inefficient for your customers.
Whereas, with Team Pipelines, every team's operation is now visible and accessible inside a single Bigin account. All you have to do is click on a contact, and you will know the status of every activity associated with the contact.
Team Pipelines and sub pipelines: The ideal tag team to manage your unique customer operations
Within each Team Pipeline, you can also create different Sub-pipelines. Sub-pipelines within a Team Pipeline differ only by stages. So within a Team Pipeline, if you need to have different sets of stages for different deals, you can create Sub-pipelines. In other words, Sub-pipelines in Bigin are nothing but the current multi pipeline functionality that you see.
Your Bigin account now becomes the single source of truth for customer information. It gives all your team members a 360-degree view of customer information, enabling them to handle customer relations and interactions successfully.
How is the new version different from the existing Bigin UI?
- Pipelines is now a separate module in Bigin. Where there used to be Deals/Opportunities before, you now have Pipelines. Within this module, you can manage multiple types of records like Deals, Tickets, Requests, etc.
- The older version of Pipelines you've created previously will be available as Sub-pipelines at the bottom inside each Team Pipeline.
- Each team pipeline can manage a different record type. For example, you can manage deals in sales pipeline, tickets in customer support pipeline, and so on.
- You can create pipelines from scratch or use any of the templates offered in Bigin.
- You can make your team pipelines extremely operation-specific by giving them relevant names, choosing the necessary fields, adding suitable stages, and assigning the right user profiles to access the pipelines.
- You can minimize the Team Pipelines panel when you don't need them by clicking on the Minimize Arrow Icon at the bottom left.
Please take a look at the help documentation for a detailed understanding of how you can implement Team Pipelines for your business
How to get early access?
The Team Pipelines feature is now up for early access for all our customers, and as always, we look forward to your first-hand feedback after using the feature. Please visit this web page and fill up the form. You'll be notified once we enable Team Pipelines to your account.
You can write to us at support@bigin.com anytime with your comments and feedback.
How to get early access?
The Team Pipelines feature is now up for early access for all our customers, and as always, we look forward to your first-hand feedback after using the feature. Please visit this web page and fill up the form. You'll be notified once we enable Team Pipelines to your account.
You can write to us at support@bigin.com anytime with your comments and feedback.
PS: I'll be around whenever you need any help with the new update. Simply leave a comment in this post to get your questions answered
Have a great day!
Have a great day!
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Farah Naseem N
Paula Costa
Farah Naseem N
CRYPTOS SYSTEMS SA DE CV
Emmanuel
Sticky Posts
[New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!
Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge TemplatesIntroducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings
Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some greatAnnouncing #BiginnersClub meetups in US, Middle East, India & UK (Free Event)
Exciting news, Bigin enthusiasts! #BiginnersClub meetups are back, and we're hitting some major cities this time, starting from October. Here's what you can expect: Meet our experts face-to-face Deep dive into Bigin and its advanced features PersonalisedIntroducing Forms: Streamline data collection with Bigin's new form builder.
Hello everyone, Bigin's web forms just got a makeover! We are excited to introduce Forms: an online form builder designed to meet all your data collection need. This revamp was inspired by your feedback, resulting in an upgraded and versatile versionAnnouncing #BiginnersClub meetups in India, Middle East & Africa, and UK
Yes, you heard it right! #BiginnersClub meetups are back. Whether you're a long-time customer looking to learn more about Bigin, or a new customer trying to explore Bigin, our in-person meetup is definitely the right place to get a deeper understanding
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Custom view for Milestones
Hi, Just an idea for the future... would it be possible to create custom views for the Milestones view under Work Overview ? I usually need to look at this view filtered by project group but the filter doesn't remain when navigating away. A custom viewZoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!
The 2,500 API call limit in Zoho Books is about as useful as AOL dialup. Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wantsjavax.mail.authenticationfailedexception 535 authentication failed
Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, RekhaOut of Office not working
I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this isAlways display images from this sender – Is this feature available?
In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from severalSimplify your day-to-day sales operations with new List View actions
Greetings everyone, Here are a few enhancements for quick actions in modular List Views that will make your day-to-day CRM operations much easier. List Views in modules display records in rows and columns based on set criteria, and are useful for presentingSome emails are not being delivered
I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, andUnbilled Items Report?
Hello! Is there any way to display a list of items that remain unbilled, without creating an invoice for each customer to see if the unbilled items box is displayed? ;-) BenMaking Calls Using ZDialer on Zoho Creator Widgets
The Zdialer Browser Extension does not seem to recognize phone numbers on custom widgets. What is the best way to work around this?ALL sent mails from my zoho email id go to spam
when we send emails out of Zoho as like Gmail , ALL mails go to spam... more than urgent to get a solution !!!!!!Não consigo enviar e nem receber e-mails
Estou com problemas pra enviar e receber e-mails. Não consigo enviar (recebo uma mensagem de domínio inválido) e os e-mails que recebo estão voltando. Como devo proceder?Time Field
Good Day, I have a question, when I save a draft and reload it. Why does the time field format keeps goes from hh:mm to hh:mm:ss? Is there a way I can force it to load to hh:mm only? I have tried example = totime(input.TimeField, "hh:mm") in the -createdReceiving email problem
I can send an email but can't receive from other platform like GmailMas de 48 horas sin correo
Estimados, llevamos más de 48 horas sin poder recibir correo y en este periodo hemos recibido información confusa y lo mas relevante es que Zoho dice que esta todo bien y no encuentra el error. Como deben comprender el perjuicio de no contar con un correoYour account has been blocked due to security reasons.
Hi everyone. Faced a problem that is wreaking havoc on my business! On December 14, blocked login via WEB, IMAP and POP3 with the reason of unusual activity, allegedly because of VPN/Proxy and suspicion that my account was hacked. I created a ticket toDisplaying related quotes in sales order and back
Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? ThankDetails & Limitations of the Free Forever Plan
I cannot find any comparison/details about the Free Forever Plan. Can you please publish details of what are its limitations?Missing Folders on iPhone Zoho Mail
Under mailboxes on my iPhone, I don't have an inbox, sent folder, deleted photo, etc. See pics.Functions - How to pass Dynamic Parameters / Arguments?
I am trying to create a generic function that I can use to update a given field with the name of the user and a given field with a datetime. The purpose of this is to have a history of major actions within the CRM record itself so it is easier to queryDirectly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantQuery table pull last 12 months
I am tying to pull the following criteria and the date is always what causes me the issue. I want to pull people (pco_id) who have entries of "event_id" being these 2 events and whos "kind" is Regular or Guest and where the event_starts_at (date column)ChatGPT only summarize in English
Hello i' v enabled chatgpt in salesIQ, it works great inside conversation (revise, Rephrase etc) add tags works well with another language than English. But when I want to summarize it render only in English, despite sales IQ is set to another language.Vendor Assignment issue for staff in User Roales
there is a limitation in software that we can't assing Vendors to our staff - we can only assign Customers on staff wise!! There is a limitation of this software that in case i want to assign limited vendors to my staff - it's not possible. Either i willNo Hope for Zoho Meeting
Zoho Meeting is just the poorest meeting app I've come across in a long time. The support sucks too. I called to see if there was anything that could be done on the backend and while I was on a test meeting with support the video was lagging and freezingInventory Management for Manufacturer
Hello, We are a manufacturing company in the FnB industry. We want to use the inventory management system to manage our raw material stocks and at the same time once we produce items, we need to increase our final product inventory while decreasing theMultiple templates (Settings > Email templates)
Hi Zoho, We would like to have more options to select a template when sending an email in Zohosign. Currently we can only add 1 template per option: Is this possible? Kind regards, TristanDoes Zoho campaign de-duplicate based on mobile for SMS campaigns?
Hi - We recently sent our first SMS campaign using Zoho Campaign integrated into Burst SMS and got feedback that some of our customers received multiple messages. Upon inspection, this was due to multiple contacts in our list containing the same mobileWhy is Zoho Meeting quality so poor?
I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going onChat issues
I am having a couple problems with the zoho chat feature. When I use Chat from the App bar, not everyone is getting messages (these are to different accounts, Yahoo & Gmail). I did finally get the Users to show up correctly. However, when in an active chat with someone, I only get one sound notification. No other notifications, pop up or otherwise, come through to alert if another message was sent. Also, the bottom Chat bar that shows Active chats while I am in email does not show any online contactsHow to Download Expense Attachments from Zoho Expenses Using Document Details?
I am currently working on syncing Zoho Expenses with our internal portal. While syncing, I can successfully retrieve expense details, including document-related information such as file_name, document_id, and other metadata. However, I am facing an issueZoho Creator Upcoming Updates - December 2024
Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multiHow to Retrieve and Store Expense Attachments from Zoho Expenses?
I am currently syncing Zoho Expenses with our internal portal. During the sync process, I can successfully retrieve expense details, including document-related information such as file_name, document_id, and other metadata. My goal is to retrieve theseIntroducing Formula Fields for performing dynamic calculations
Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. ThisSending my emails to Spam Folder
I am loosing my business because of this issue, many of my customers are receiving their email in the spam sometimes no one checks them5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ （12/19）
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 12月開催のZoho ワークアウトについてお知らせします。 ※定員に達したため、受付を終了しました。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、 他の参加者と同じ空間で作業を行うイベントです。先輩ユーザーや他の参加者と意見交換をしながら集中して作業に取り組むことが可能です。Does an email preview pane view register as opened?
Hi, If a recipient of one of my campaigns views it in a preview pane, opposed to opening the email, does Zoho Campaigns register that email as being opened (viewed)?Display duplicate image canvas
Now in canvas view image field, It will display both normal and conditional styling image. Please help with this bug.Portal orders
Is it possible to set up an ordering system through the portal so that my customers can place orders through their portal?CLIENT PORTAL (If clients can place orders directly on the portal)
Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.Portal Default View
Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.Next Page