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.
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.
Pour en savoir plus, cliquez ici.
Règles de flux de travail avancées
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.
Pour en savoir plus, cliquez ici.
Règles de transition d'étape
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.
Merci à tous,
L'équipe Zoho France
Merci à tous,
L'équipe Zoho France
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
Florence Barbier
Sticky Posts
Bigin - Astuce #5 : Comment transférer le statut Super Admin ?
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 transférerNouveau 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.Nouveauté Bigin : associez plusieurs contacts à une même affaire!
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 différentsPack débutant : vos premiers pas sur Zoho Bigin
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,Anniversaire Bigin : le CRM pour les petites entreprises évolue
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
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 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
Schedule Zoho CRM reports only on Business Days
Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. ThanksZoho Payroll's Year in Review 2024
As we roll into 2025, we'd like to pay tribute to all the milestones we hit in 2024! From releasing out new features that streamlined your workflows to updates that made payroll management smoother, we’ve had a prolific year—all while keeping you, ourUsing tickets to train Zia
Hi Team, I would like to know if there is any way that Zia can also learn from previous tickets in addition to the articles from the knowledge base. Since we have most of our knowledge curerently in the tickets and that this is hard to combine into aRecurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurringHow can the direct link to a ticket be created from ticket #?
Our agents will be using ZDesk but we will have to create direct link to tickets in another ERP by providing the Desk Ticket # Is there a way to create the direkt links from the ticket # alone? Do we have to use the API to get the direct links?Multiplying Weight of product by Quantity
I am facing an issue with creating a report that consolidates the total sales volume in kilograms. I have already specified the weight for each product. I have also aggregated the total sales quantity. The key question is: how can I create a report thatConfirmation prompt before a custom button action is triggered
Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it isFrontal interview scheduling - room availability in office using Google Workspace?
Hi, We're using Zoho Recruit as our ATS and Google Workspace as our email, calendar and resources management. We want to use the interview feature to schedule an in-person (frontal) interview with the applicants. How can we sync the room resources availabilityAdd and Remove Agents from Departments and Groups in Zoho One
Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option toExplication sur comment mettre en place des règles d'affichage ou "layout Rules"
J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un casIntroducing Hiring Pipeline for Vendor Portal
Keeping vendors informed about candidate progress is often challenging, leading to communication gaps and repeated follow-ups. To address this issue, we've released an update to the Vendor Portal feature that lets you choose to display candidates' hiringUnlocking New Horizons: A Year in Review
As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,Address Grabber function for Zoho
I converted from ACT to Zoho. With ACT, I used an add-on called AddressGrabber to scrape the contact information from leads that I buy and contact information contained on emails and websites and directly add it as a new lead or contact. Does anyone knowIntegrate zoom with zoho bookings please; or add optional times in zoho meetings
Just like events - these online meetings like zoom need to be integrated with zoho bookings, and there needs to be option for customer to book a time slot. It should not be dictated by CRM user.Add Owner to deluge-created module record note
Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));Directly 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 relevantUnique and Random IDs in Zoho Forms: Organize and Secure Your Data Efficiently
When it comes to form submissions, organizing and identifying entries effectively is crucial. Zoho Forms offers two versatile ID generation options for submissions: Unique ID and Random ID. Each serves distinct purposes, providing flexibility to meetSort By Date - Deluge
I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +Iteration through a list - Coming up against a "Failure to update function" error
Hi there! I've been attempting to get a deluge script working and am running into an error that I have been unable to resolve. The error I am getting is Failed to update function Error at line :18. Improper Statement. Error might be due to missing ';'Can you modify "Last Activity Time" in deluge? If so what's the field name?
I need to perform some bulk modifications on records in the Leads module, but I need to avoid changing the "last activity time" or "date modified" because I am using those fields to filter and sort leads for follow-up action. I cannot find an answer anywhereHow do I define a weekend
I noticed the default for weekends does not seem to include Saturdays. How can i define weekends to include both Saturdays and Sundays? Thank you.【Zoho CRM】ポータル機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からポータル機能のアップデートをご紹介します。 今回の機能アップデートにより、CRMのポータルへのログインがより簡単にできるようになりました。 【目次】 SAMLベースのシングルサインオンについて ポータルへのアクセスリンク送付について 今回のアップデートにより、アイデンティティプロバイダー（IdP）を利用している組織において、SAMLベースのSSO（シングルサインオン）を有効化できるようになりました！Getting error during inserting a record in form of zoho people using zoho api
import requests import json # Set your access token and Zoho People API base URL access_token = '1000.XXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXX' api_base_url = 'https://people.zoho.in/people/api/' # Set the form name and data to be inserted form_link_nameUI Arabic
can i change the member portal UI to arabic in zoho community?Resume template to include profile photo
Hi, We would love the Resume Template to be able to include their profile photo. How can this be done? MiriamMarking a form as 'done'?
Hi! I've got a form that staff fill in when moving stock from location to location. I see the entries they've sent across and I input them into my stock control system. Is there a way to mark a form as 'done'? So that I know which entries I've input,Zoho CRM - best way to search an account and assign to a deal
Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideallyHow to easy change layout in existing records in Deals?
Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?Zoho Rating
When I close a ticket, the zoho system automatically sends an email to the customer for them to leave a rating. When they leave a rating, the ticket re-opens and I have to close it again. When I close it again, the zoho system sends the customer an emailZoho GC Flow is not showing in IM Channels
I have added my social IM channels in zoho desk. Created a GC Flow to automate conversations. But Guided conversations are not showing in any platforms I have chosen; WhatsApp Instagram Messenger Web (Business Messaging) In the flow I mentioned theseSharing Knowledge Base articles across multiple departments
It would be useful to share some Knowledge Base articles across multiple departments where they are applicable, rather than having to go into other departments to find the article you're looking for. For example. Our reception uses the 'Admin' desk whereas our IT guys use the 'Support' desk, however both divisions would find KB articles about our company intranet useful. Reception does not have access to the support desk, so cannot see articles created in the Support KB. Perhaps you could installContacts marked as Spam are shown as Contacts in tickets.
Hi Zoho, If a ticket is marked manually as Spam you get an option to set the contact as Spam as well. It would be great if there was another option to delete this Contact. This would be based on the understanding that it wouldn't be marked automaticallyIs possible to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} for to detect inline a null parameter
Hi Team I need to know if it's possible to evaluate inline the following parameter, with the objetive to detect a null value ? I would like to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} Regards, PabloReal Estate CRM
How can I tailor my CRM for real estate? I had seen an image where the CRM included property tabs.Issue with Bulk Edit Triggering Function Multiple Times in Zoho Report
In our Zoho report, we have observed an issue where executing a function during a bulk edit operation runs the function multiple times—once for each selected report entry. This behavior is causing errors due to overlapping or redundant executions. OurIs there a Kanban view of Tasks across all Projects?
As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.Set recurring tasks in Zoho Support?
Hello, We use the task function in Zoho Support to set reminders for "due dates" of important events, such as lease expirations, etc. Is it possible to set some of these as recurring yearly? As of now, we have to reset every task manually after one year. Is there a way to have it reset automatically? Additionally, is there a way to import a list of tasks and their dates into Zoho Calendar? I have not been able to do it from Zoho Support to Calendar. I tried exporting tasks from Zoho Support,Help - How Can I Enter a Hourly Rate (Global Cost) for our Team for Profitability Reporting?
Hi everyone, I'm hoping someone can help as I am at a loss and am quite shocked (if true) at the lack of functionality in Zoho Books. We run a company in which we do hourly jobs for clients and we bill based on the hours of work completed. Projects areSchedule a regular backup
In CRM I have a regular backup setup. I cannot find an option to backup Desk? I would like to take a backup before I test syncing products between CMR and Desk.Limit who can submit a support ticket to your site?
Does anyone have a use case for needing to limit who can submit tickets via your help portal? Some of our customers want to have end-users view our knowledge base articles and see tickets their IT groups have submitted but they do not want end-users toNext Page