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
Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data
Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. Thanks
The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except that the outbound email does not appear (i.e, get linked to) the Contact such that
I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record that
Hi, I had created a pivot table with setup as below: Column: - Delivery Date Row: - Customer Group Data as column - Total amount (sum > normal) (show data of the month) - Total amount (sum > % difference from previous value) (compare between this month
I have imported some goods from a foreign vendor called ABC. to Bahrain. My Customs duty and VAT are paid by an agency called XYZ to authorities. I have paid the amounts to XYZ and they have paid to authorities in behalf of us using our TRN Number. Now
I have created certain notes in a new notebook in mobile app. The new notebook is also created using mobile app and when I logged in through web I am unable to see notebook that I have created using mobile app. there is no trace of notes in which i have created in mobile app on the web even after days of creating in mobile app This is not the case vise-a-versa. the notes and note book created on web are accessible on mobile app on real time. this is very inconvenient and big demotivating factor
The Filter function is useful for narrowing down to a specific set of transactions. It would be useful to have the ability to use wildcards in search. e.g. customer name "starts with" or " * " as a placeholder. e.g. "National * " instead of "National
Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this
I know you can convert a forum topic to a request and a request to a solution in the knowledge base, but how do you convert a request to a forum topic? Is this possible? If not is this a feature coming down the pipe in the near future? Thanks!
Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent. What I would like is an option on the pre-filled by you fields, to leave them
I have configured the brand, the operator, and the Zobot in Spanish. However, no matter what I do, it always says "YES" instead of "Sí" or "Sure, why not " instead of "Claro, ¿por qué no?" when asking if the user wants to contact a human operator. The
Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
I am getting this error but there is no way to debug what field is causing the issue . I have over 100 fields. Everything was working fine and then i fixed some fields that should have the same field names but had a typo and i am getting this error. It
Is it possible to integrate Zoho Desk with an instance from another organization? For example, creating a ticket in one organization can cause the creation of a ticket in the second organization? Or certain tickets from one organization be viewable by
It took me a while to figure this out, truly one of the most irritating bugs in Zoho. I hope you find this information helpful. When using the knowledge base to create articles, make sure your keywords are in lowercase and separated by commas. Otherwise,
My company is currently moving CRM's from Monday to Zoho One. Currently, our marketing lead process is send out 7 sms messages over 14 days if the lead is in a certain status. If we don't get a response the lead is put into a "Closed" status. Do we buy
Hello there, I need to create a portal access for the Customers. Customer data present in two applications namely Zoho CRM & Zoho Books. My requirement is to show the two different portals(Zoho CRM Portal & Zoho books Portal) in single login. I could
The article explains how to update Opt-outs from Campaigns to CRM, but not bounces. While Campaigns will automatically remove any bounced emails from future campaigns, is there a process by which a bounce will update or make a notification in the CRM
Dear Team, The webinar has made things quite easy and convenient for educators around the world. We are an art & culture-based organization where students and researchers are our major audience. While using the Zoho webinar platform, we have observed that the audio lags and the video is of poor quality and often freezes. Some participants don't hear what is being spoken. We also found that even a slightly slow internet connection disrupts the webinar while it should be working well even on lower
Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my current
Hey everyone, As we move into December, we're excited to share all the updates that went live in Social during November. View, monitor, and respond to your WhatsApp and Telegram messages from Inbox Take your communication a step further by integrating
I am trying to organize our main Marketing Automation email list in a way that segments contacts based on products they have purchased (for example in this case it is 3 different products). To my knowledge, this would require the sync from Zoho CRM to
Hi, I have been trying to verify the DKIM for the past month using your instructions as well as other resources. Unfortunately, I have not been able to resolve the issue, and it remains persistent. I need to address this problem as soon as possible so
Trying to import an XLSX schedule of bills into Zoho Books I ran across the problem of date formatting. To replicate: Build a CSV file with bill dates in whatever format you like and import it - this should work if you match the "dd/MM/yyy" etc. format
Hi, I am trying to attach a Salesperson to a Zoho Books invoice. In Zoho Flow, the salesperson field required an ID. However, I only have the salesperson name, I need to fetch salesperson by name and then provide the ID. There is no option to fetch salesperson...
Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,
Hi all, The current captcha integrated into Creator is very basic, and often near-impossible to read. I'm building an app for a charity which includes a couple of public-facing forms, and this is a real issue for people with dyslexia and related conditions - it's effectively excluding them if you want any form of spam protection at all on your published forms (and that being said, the current captcha doesn't even seem very effective - bots can often read it more easily than humans). I've raised this
Hello everyone! We are excited to announce that our highly anticipated snippet sharing feature is now available to all users. As you know, snippets are pre-defined message templates, or canned messages, that help agents respond to tickets with efficiency.
Hi Team, My Clients need to see their tickets created and the status of the ticket in the Zoho Support Desk itself. How can I do this? My Client doesn't have a Zoho Account. They need to access the ticket by the provided link without signing in.
Hi, I have a finite number of accounts set up in the CRM, and each new contact that comes in is automatically assigned to an Account according to a rule I set up. I want the Contact owner in the Contacts module to be assigned to the relevant Account owner.