Tip #2: Gestiona tus oportunidades de venta con Bigin

Tip #2: Gestiona tus oportunidades de venta con Bigin

Tips and Tricks #2 para Bigin by Zoho CRM, por Alejandro Mora
¡Hola usuarios!

Continuamos con nuestros Tips and Tricks de Bigin, esta vez con la segunda edición. 

En la última publicación, nos encontrábamos en un escenario en el que acabábamos de empezar con nuestro CRM particular y necesitábamos importar los contactos que hemos ido acumulando sobre clientes, potenciales clientes y antiguos clientes que ya no trabajan con nosotros. Por ahora ya tenemos una parte del proceso de adopción de Bigin completada, pero nos queda mucho por explorar, aprender y adaptar para nuestra empresa.

El siguiente paso que recomendamos realizar en la adopción de nuestro nuevo CRM Bigin es transformarlo y adaptarlo a lo que verdaderamente necesitamos de la herramienta, ser capaces de gestionar de manera eficiente nuestros clientes y sus oportunidades. Para ello, esta vez iremos al apartado de Ciclos de venta. Este módulo de Bigin será a partir de ahora nuestro centro neurálgico para todas las actividades que llevemos a cabo relacionadas con nuestros clientes o las oportunidades relacionadas a los mismos.



La primera vez que accedamos al módulo, encontraremos algo parecido a la imagen anterior, que se trata de un diseño básico de cómo gestionar las oportunidades de nuestros clientes a través de las diferentes fases del embudo de ventas. A partir de aquí es donde empieza lo divertido y es el punto de partida para poder crear tu 'opera prima' en la gestión de clientes. Para poder hacerlo un poco más sencillo, supongamos que el proceso de ventas de nuestra empresa tiene 7 fases principales que deseamos representar en Bigin. Para ello, disponemos de diferentes alternativas dentro de Bigin para hacerlo lo más sencillo posible:
  • La primera de ellas es cambiando los nombres de las fases del proceso de ventas que ya tenemos y añadiendo las fases que sean necesarias para nuestra gestión de clientes eficiente. Para ello deberemos clicar en los 3 puntos de nuestro Proceso de ventas y tendremos la posibilidad de editar la información básica y administrar las etapas.
.     

  • Otra de las maneras en las que puedes crear tu propio proceso de ventas es haciéndolo desde cero. Para ello tenemos que volver a acudir a la misma parte de la página que en el punto anterior, pero en esta ocasión deberemos pulsar en el icono + con sombreado azul. Una vez pulsado el botón, Bigin nos ofrecerá dos alternativas: Crear desde cero o Clonar una plantilla por defecto que incluye Bigin. En esta ocasión clicaremos en Crear desde cero y nos pondremos manos a la obra.


Una vez dentro, tendremos que completar las 3 fases básicas para poder tener nuestro proceso de ventas listo para utilizar. La primera fase consiste en darle nombre a nuestro proceso y a cómo vamos a llamar a nuestras oportunidades, contratos, acuerdos, etc. Además seleccionaremos quiénes tendrán permisos de acceso a dicho proceso de ventas.



La siguiente fase de creación de nuestro proceso de ventas personalizado se centra en cómo consideramos que se compone nuestro proceso de ventas total. Como ya hemos visto anteriormente, nuestro proceso de ventas se compone de siete fases principales.


Por último pero no menos importante, deberemos establecer los campos de información más relevantes a conocer dentro de nuestro proceso de ventas. Estos campos pueden ir desde el nombre de la oportunidad hasta el nombre de la empresa asociada, fecha de cierre esperada, probabilidad de cierre, etiquetas de nuestros clientes o incluso campos personalizados. En definitiva las opciones son infinitas. También tenemos la posibilidad de marcar los campos obligatorios que nos permitan tener una imagen rápida de la situación de cada oportunidad y saber a qué cliente se asocia.



La creación de nuevos embudos no tiene por qué ceñirse exclusivamente a embudos de venta, si no que hay muchas más alternativas para diferentes departamentos tales como Recursos Humanos, Marketing, TI o Atención al cliente entre otros.

Con esto llegamos a la conclusión de la segunda publicación sobre Tips & Tricks de Bigin. ¡Nos vemos en los comentarios!




        • Recent Topics

        • Request for Creating Multiple Email Accounts on One Mobile Number

          Dear Zoho Team, I am planning to shift all my work-related communication to Zoho Mail because of its reliability and features. For my work, I need to create 3–4 separate email accounts for different purposes. Could you please confirm if it is possible

        • Signature issue

          Problem: The signature does not appear when replying or forwarding an email. solve issue: settintgs/Signature Check option place a signature above the content with quotation marks

        • mail admin not loading

          i am trying to login to mailadmin ... gears keeps rotating forever... its not a password issue whats so ever ... not cookies issues whatsoever from android app i can login but there so few things to do from there .. i changed ip address the same... i

        • Unify All Zoho Video Meeting Experiences into One Standardized Platform

          Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho

        • Changing Account in Quote form does not update address information.

          I am trying to update the address information in a quote I've created. I corrected the address in the "Account" but that did not change in the quote. If I re-enter the Account Name in the Quote form, nothing updates. How do I fix this?

        • Zoho One Backup of entire account

          Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,

        • ZIA in Zoho Cliq

          Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?

        • Issue with “CC” and “Subject Details” of the initial mail when reply / replied all / forward using Zoho Mail Client (Desktop / Web Mail / Mobile App)

          It is observed that when I reply / reply all / forward a mail using Zoho Mail Client (Desktop / Web Mail / Mobile App), the “CC” and “Subject Details” are omitted from the mail which was replied/forwarded. However this is not the case with outlook mail

        • Unable to send Emails - 452 4.3.1 Temporary System Error

          Whene ever i request smtp server to send the email (without attachment). i recieve error "452 4.3.1 Temporary System Error"

        • I can't receive email

          I cannot receive any email sent to my Zoho email after the free upgrade plan trial is finished.

        • Help for the alisa adding

          Sorry, I would like to add a paypal alias on my domain email address. However, the system blocked it. How can I do it?

        • Problem with Writer and Workdrive

          Hi team, I’m the super admin for our Zoho One org. WorkDrive is active, and Zoho Docs is deprecated for our org. However, Zoho Writer cannot connect to WorkDrive at all — we’ve cleared cache, tried incognito, and restarted several times. I was able to

        • Lite plan attachment said 250mb but actually 25mb ?

          Lite plan attachment said 250mb but actually 25mb ? I can't attach over 25mb files, and can't receive mails has attached files over 25mb too

        • Zoho Books | Product updates | August 2025

          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.

        • Constant color of a legend value

          It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

        • Can no longer export as pdf

          In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.

        • Option to Customize Career Site URL Without “/jobs/Careers”

          Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to

        • Old vs New Value for Deleted Lookup Values

          Suppose the following scenario, where a value in a lookup is deleted: 1. User has countries form 2. Form A has a lookup to countries form 3. User selects Italy in Form A and saves it with the Italy ID 4. Form A report shows Italy 5. Italy is inadvertently

        • Desktop app doesn't support notecards created on Android

          Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

        • customize payment page

          Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at

        • Are Environments Worth It?

          In concept, Environments in ZC is a great idea. I think the flow is pretty smart when you compare it to GitHub, especially for a low code audience. However, in practice, I've found it to be unpredictable, and I've only used it a few times. Aside from

        • Enhanced duplicate check for Leads in CRM

          Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This

        • Pause(1);

          I'm using scheduler to invoke an interaction via http post with an external service. The schedule code uses a for-each loop that runs so fast my external application's log files get messed-up (they are named by date-time stamp). What I'm suggesting is

        • Integration Request: Elementor

          Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run into

        • Vertical images displayed as horizontal

          Some pictures that originally are in vertical position are displayed in horizontal after the upload. It seems that system rotates them by 90 degrees. How can I fix this issue?

        • Ability to Change Visibility of Published YouTube Videos

          Hi Zoho Social Team, How are you? We would like to request an enhancement in Zoho Social regarding the management of already published youtube videos. Currently, after publishing a youtube video through Zoho Social, there is no option to change its visibility

        • Adding anchor links in Zoho CRM email templates

          I know you can add anchor link in Campaigns, but I dont see the option to that in the CRM email template. Am I missing something?

        • Support “Never End” Option for Recurring Meetings in Zoho Meeting

          Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.

        • openUrl in blueprints

          My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically

        • Is it possible to pull the Zoho desk data into Zoho analytics in real time

          Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?

        • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

          Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

        • Introducing the revamped What's New page

          Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

        • Ability to Add YouTube Video to Playlist During Publishing

          Hi Zoho Social Team, How are you? While publishing YouTube videos through Zoho Social, we noticed that the platform currently does not allow selecting a playlist at the time of publishing. Instead, we can only add the video to a playlist after it has

        • Introducing Zoho Creator's 2025 Release Projection 2

          Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilities

        • Sharing Form Ownership Among Multiple Users

          I would really like the ability to share form ownership among multiple users. It's frustrating to me that if a co-worker wants to make an edit to a form, I have to transfer ownership to them. It would be great if forms could act like google forms, where multiple people can edit a form and view responses. 

        • Marketer’s Space - Ace Your Spooky-Season Marketing with Pre-designed Templates in Zoho Campaigns

          Hello marketers, Welcome back to another post in Marketer’s Space! We’re in Q4, which means that you have endless opportunities to connect with your audience, starting with Halloween campaigns! In this post, we’ll show you how to design the perfect Halloween

        • Zia expands to China with native features and DeepSeek-powered generative AI features

          Hello everyone, We are glad to support Zia native features and Zia generative AI features for our customers in China. From hereon, all AI-features in Desk will be accessible in China data center with the integration of DeepSeek generative AI model. DeepSeek

        • Email in each module

          We have a contact ,module which then has a link to customer assets which in turn the asset has a multiple link to service visits. When we link assets to customers we choose by name and it brings over the associate email via the lookup. Great feature.

        • Global Search placement in the new UI

          Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has

        • Introducing Skill-Based Ticket Assignment

          The goal of every support team is to provide great support, and to do so as fast as they can. To make this possible, it is important that agents spend their time judiciously, especially when they're dealing with a large number of tickets of varying urgency

        • Next Page