Tip #2: Gestiona tus oportunidades de venta con Bigin
Tips and Tricks #2 para Bigin by Zoho CRM, por Alejandro Mora¡Hola usuarios!
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!
Topic Participants
Elsa Perpiñá Subiñas
Recent Topics
Workflow - Execute Based on Date
Hello, I have trouble understanding the documentation for Execute Based on Date or Date Time Field's Value. I want to send an email every time I have a Case opened for more than three days with its status unchanged. I set : This rule will be executed 3 days after [date]. Condition : Status is [New]. Instant Action : Send an email notification. However, I'm not sure I follow this part of the documentation: "For all the records matching the rule criteria, rule will be triggered either monthly or yearlyCan we set a BCC address as default to show while sending emails?
Two things inside ZohoCRM are annoying me because it's a repeated work. First one is that I always need to click manually to add the BCC field while sending an email to a lead. Can we set a default address so when I click to send a new email the BCC addressMake collecting payments from your customers in Bigin easier with payment links
Greetings, Efficient payment collection is crucial for business success. Bigin already helps your businesses manage and sell products effectively, but we can further enhance this by making payment collection easier. This integrated payment feature letsSend email is not authenticated
Hi, I’m getting an error in Gmail, when receiving an email from my account in zoho, my email is already authenticated in my domain, and I don't know why I keep receiving this message... also testing in outlook, the message goes directly to "junk".Inbox Preference - Saved replies based on message repsonse with specific word
Hi There, Can one create a workflow where the Save Reply will be generic for all messages that contains a specific word, various channels,. The saved reply should contain a link for download etc. that is a response to the word entered in the message containedBasic Price List Functionality Still Missing
I am having a problem with the most simple imaginable pricing scenario - you buy cheap, add profit, then sell high. Or in less simplistic terms: business buys a product at a given cost, then adds predetermined percentage markup, and finally sells thatHow do I hire employees????
Hi! I own a bookkeeping company, where a few of my clients use Zoho Books as their accounting platform . I started utilizing Zoho Practice to work on the books of my Zoho clients, some have Zoho One and some have Zoho Books plans. I just hired an employee,Automate data upload process like reports
I'll start with the end in mind. I want to basically keep certain creator tables updated with data that are in a sql database/tables in our office (employees, active jobs, employee positions) so I can reference that data and not have to duplicate it by hand every time someone adds a new job or employee in the office desktop software. Here are some thoughts I had about how to do this, but am unsure as to whether any of them are actually possible and how to go about it from there: Is there any wayGreylisted, try again after some time
Can you check my ip, i send to duyna@vietlinkjsc.vn but have an error; my ip is 112.213.94.12 Here is log: 2018-01-09 09:40:29 H=mx.zoho.com [204.141.32.121] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 H=mx2.zoho.com [204.141.33.55] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 duyna@vietlinkjsc.vn R=lookuphostEmails linked to Deal
Hello everyone, I’d like to ask a question to see if someone can help me out. We are requesting availability from suppliers by sending emails directly from the Opportunity. These emails we send are logged within the Opportunity; however, when we receiveHow to transfer all my mails from Zoho to Gmail or Office 365
is there any option to move my emails from zoho to gmail or office 365. i would like to export more than 25k emails from zoho to office 365 or gmail. can anyone help me to guide properly. this will help me to access my emails easily i have both account and can easily do it with office 365 or gmail. i want two options. direct from zoho to office 365 or exported eml files from zoho to gmail. please suggest me both if possibleInquiry Regarding Image Display Issue in Campaign Duplication
We are currently using Zoho Campaigns for email distribution to our clients. I would like to inquire about an issue we encountered. When duplicating a previously created and sent campaign from the "All Campaigns" section, the images used in the headerNew integrations for Bigin: Zoho Sign, SalesIQ, and Marketing Automation
Greetings, We're excited to share new integrations that make Bigin more powerful and useful for your business! Zoho Sign for Bigin Zoho Sign now integrates seamlessly with Bigin, enabling you to sign, send, and manage contracts or agreements without leavingAdd multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesmanWhat is Attendee Status 0 and 1?
Hi there, I recently stumbled upon the API to get the attendee list and in the return value, there is a parameter called "status", and 0 supposed to mean not_attending, and 1 means attending. I cannot find this representation anywhere in the attendeeZOHO BackStage
How to get list of events, using ZOHO BackStage APIs. Is it possible OR not?How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?
Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.Zoho Meeting iOS app update - Join breakout rooms, access polls, paste links and join sessions, in session host controls
Hello, everyone! In the latest iOS version(v1.7) of the Zoho Meeting app, we have brought in support for the following features: Polls in meeting session Join Breakout rooms Paste link in join meeting screen Foreign time zone in the meeting details screen.Calculate hours between 2 date/time fields
Hi, Does anyone know if it is possible to get the number of hours between 2 date/time fields in a zoho crm custom function? Thanks, MichaelExternal ID validation.
I added an external ID field as below in one of my custom modules: When creating records via the API using some value (eg: 762115b2-097e-43b2-bdba-f3924a5371a6) for this field, it works without any problem. I can create and even see the records on theCRM 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 filesRemove Address from credit card payment
I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.Create a button that executes a customized function
Hello, I have created a summary view in which I combine the data from my items table and suppliers table. I would like to know if there is the possibility of adding a button somewhere in the view to be able to execute a function when clicked on it. ICustom field doesn't fill when converting sales order to invoice
Hi, When I convert a Sales Order to an Invoice one of the custom fields on a product line names "Subsidie" does not seem to fill in automatically. I manually have to select the product again by clicking on the product name in the order line en re-selectCan I use ZOHO calendar to schedule a Youtube video that is already in my youtube account, but listed as private or unlisted?
I am creating Youtube videos and shorts and then uploading them to our Channel so others can view and approve. Once approved I would like to just schedule them over the next few days within Zoho. So far it looks like I have to re-upload the video to ZohoHow to Display a Logo Image on a Public Form?
I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:Advice for my first project in Zoho
Hello, how can I design and implement a customized ERP and CRM system using Zoho to automate and manage core business functions, including customer relationship management, property inventory, sales tracking, and financial processes. This is one of myAssociate Email API Internal Error
I am trying to associate an already existing email within a function using the Related Emails API. To provide more context, I also have admin permissions and have ensured that the fields are correct and that I have admin permissions when associating theProfit on Sales order
Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to getSubform Data in v2 REST API
What is the mechanism for adding subform data in the Creator v2 REST APIs? There is nothing documented in the Data APIs documentation (https://www.zoho.com/creator/help/api/v2/). I was able to determine how to GET the subform data by adding it to theIs the filename of an attachment restricted to only certain languages?
Hi, I tried to create a file card in a notebook, but I encountered an issue: when the filename of an attachment is in languages other than the main ones (such as English, Japanese, or Simplified Chinese......), syncing stops or the filenames become garbledHow to create comparison time periods like these examples
In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selectedOverwrite Option for custom modules
Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25Zoho Creator - Zoho Analytics
I am facing an issue in Zoho Analytics where I am still seeing deleted data from the Zoho Creator form I created. Could you please look into this and let me know what needs to be done?Unable to send emails
I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?Notifications push : Encourager le réengagement et renforcer la fidélité des utilisateurs efficacement
Vous avez déjà souhaité engager et communiquer de manière proactive avec les utilisateurs, y compris lorsqu'ils utilisent votre application de manière peu active ? Zoho Apptics vous offre déjà des fonctionnalités qui vous permettent d'évaluer la performance,Easy way to delete attachments
I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments WillHow to add new deal to existing contact
Hi, I want to add new deal to existing contact.Domain verification is in progress... (How long do I need to wait?)
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 Dataemail address autocomplete
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. ThanksNext Page