Early access for Team Pipelines: Bigin's next big update to transform the customer-facing operations for small businesses and teams

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?

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. 
 
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. 
 
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!



    • Recent Topics

    • zet pack not working

      We are using the zet pack command to package our Zoho extension. However, after running the command, the extension gets packed, but the resulting package is empty. We've attached a screenshot for reference. Could you please assist us with resolving this

    • CSV File Added to Form - Parse and Map to Fields

      Hi,  I apologize, I can't seem to find a clear explanation or help article on how to parse a CSV file. On validate, I process this deluge script. fileContent = Collection(input.File_upload.content); result = fileContent.values(); info result; What I want to do is create a record (in another form), and map certain fields to fields in the form.  I can get values, which is the whole file but no keys. If I use result = fileContent.keys(); I get "0" As you can see from CSV, my first line is my map and

    • Encountered an error while creating a bill in Zoho Inventory: {"code":6,"message":"Invalid data provided"}

      I attempted to create a bill using the Zoho Inventory API, but I received an error: {"code":6,"message":"Invalid data provided"}. However, when I made the same request again, it was successful. Does anyone have insights on why this happened?

    • Why do I need to send the Customer ID in the Create Purchase Order Request?

      I'm trying to create a purchase order using this endpoint https://www.zoho.com/inventory/api/v1/purchaseorders/#create-a-purchase-order Unfortunately, I'm getting this error { "code": 4, "message": "Invalid value passed for Customer ID" } The doc doesn't

    • How to Retrieve Serial Numbers of Items in Zoho Inventory via API?

      Hello, I am currently working with the Zoho Inventory API and need to retrieve the serial numbers associated with specific items in our inventory. After reviewing the documentation, I couldn’t find an endpoint dedicated to fetching serial numbers for

    • merging email accounts

      previously I was using 5 mail pop mailboxes within VO , 2 of them are becoming obsolete so I was thinking about deleting the obsolete ones and merge the remainders into my main account mailbox within VO , is this possible ? thnx in advance.

    • ZohoPeople API - Retrieve leave type IDs

      Hi All, I have created a leave type in Zoho People UI. Now I need to fetch the  Leave Type ID of it. As per the documentation[1] I used the  curl request [2]. But I ended up with the error response from the API.  {"response":{"message":"Error occurred","errors":{"message":"Server Error Occured","code":7031},"status":1,"uri":"/api/leave/getLeaveTypes"}} The new API[3] does not tell anything on how to retrieve the Leave Type ID.  Have you done any changes to the API recently. If so please let me know

    • Inadequate Customer Support

      Hello & Greetings! I have been a pro Zoho user since the last 2 years and I would admit that the apps that are being offered are good, however the support we receive has a lot more to achieve. This being a design issue rather than a staff issue. Being

    • Incorrect Closing Stock Amount value

      Act as Zoho Inventory Expert. We are a construction company, OVAL Projects Engineering Limited. We started using Zoho Inventory for Stock Management.I have multiple warehouses. I have encountered a problem while generating custom warehouse wise inventory

    • The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers

      #CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce

    • Zoho vault uses only password to unlock not a TouchID

      TouchID works when normally openning app but when called from keyboard while browsing or trying to log to another app it shows only password option to unlock. This behaviour is only on iPad Mini witch latest 18.2OS

    • Unable to add Guest Members

      We are having issues adding Guest Members to our Cliq account. We have sent out a number of request but it seems that only some people are able to access the platform. Others have received a message stating that they need to be granted access from an

    • Webhook when estimate is refused is not firing

      Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

    • Invoice status on write-off is "Paid" - how do I change this to "Written off"

      HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

    • Create a custom button to modify custom fields in zoho Inventory

      I am needing a script for two buttons, 1. Button will add todays date to a custom field named cf_sent_to_sov 2. Button will mark a checkbox or unmark a checkbox field named cf_parts_ordered I have been trying to figure out deluge but have not got anywhere

    • How to add a record for a different report

      I have one form and it has two reports I need to programmatically add records to both reports For example one report is draft and other is processed After the user performs some action on the draft report I want to create a new report in Processed and

    • Webhook 'when estimate is refused' is not firing

      Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

    • Amazon Integration

      Hi, I am seller on Amazon , & I would like to sign up for Zoho books. However my question is can we automate/integrate invoicing, charges and returns in amazon with Zoho using API? Do you have a developer for this? I did take a look at zapier however it just has a create Invoice function nothing else.

    • Link project tasks to tasks in CRM and/or other modules.

      Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasks

    • Count the NUMBER of Contacts for an Account automatically

      Hello. Is there any way Zoho can count the number of CONTACTS for a particular ACCOUNT and have a field in the ACCOUNT module update itself automatically? Currently we use Zoho to administer our language school and the Contacts represent students and Accounts represent Grupos (Classes). It would be very useful for us to have a feature like this enabled, and I can see other similar applications requiring something like this. The solution would be even better if the Contacts met a specified criteria,

    • How to use Twilio to send appointment notification and reminder SMS in Zoho Bookings

      Hit no-shows out of the ballpark by combining Zoho Bookings and SMS providers. SMS notifications help you remind customers of their appointments and reduce no-shows by reaching out where they are. In this guide, we'll configure an SMS provider called

    • geographic search filter in map view

      Hi, I have a recruiting and timesheet system built in Creator. The client wants to enhance the search for candidates based on their location and filter by job skills - currently they look on the Map View which uses the geo location or post code of the

    • Announcement: Upcoming changes to the permission grant flow for OAuth apps

      This announcement is intended for app developers who use the Zoho API console. We're going to implement an important update to the way users grant permission for the OAuth apps created through the API console. What’s changing? Currently, users can grant

    • Add Google Workspace Module to Zoho Flow

      Dear Zoho Flow Team, I hope this message finds you well. We’d like to request the addition of a dedicated Google Workspace module in Zoho Flow. Currently, there are no triggers or actions for Google Workspace, which limits our ability to integrate and

    • How do i remove the Powered by Zoho logo from my careers page

      Can I remove this? ​

    • Totals on Pivot Table

      Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@

    • Team Inbox is not working AGAIN

      I like Team Inbox in general. It makes using a collaborative inbox easy - when it works. The problem is that it doesn't work at times - and it seems to not work, a lot. It's not catastrophic failure, it's little things. Unable to send messages Unable

    • HOW TO USE ZOHO

      IDK

    • Zoho account sign in with passkey

      Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly

    • Pivot table with Text values - "Matrix Report"

      User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the ability

    • Canvas View in Zoho Recruit

      Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

    • Can Wisestamp email signature be use with Zoho mail?

      Does a Wisestamp email signature work with Zoho mail?

    • WiseStamp

      WiseStamp is an excellent social media signature tool. It integrated seamlessly into Gmail and Thunderbird, plus a few more. Are there any plans to get this incredible app integrated into Zoho. check it out here: http://www.wisestamp.com/ thanks Tim

    • Power BI connector (Zoho Creator) to Zoho Projects

      How can i connect power bi to Zoho Projects? domain is zoho.com How can i find workspace name, application link name and Report link name?

    • Update your Google connection with Zoho TeamInbox

      Dear all, Wishing you a Happy New Year! Google has recently updated its security policy to enhance user protection, requiring all third-party apps and services to use OAuth authentication and password-less login methods. This update impacts users who

    • 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 Will

    • Sites Speed and Performance Grades

      I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,

    • Integrating Quotes with leads Information

      Our business requires giving a quote to a lead (not Account / Potential - as we define it differently). Currently, Zoho CRM's Quotes are integrated with Accounts / Potentials and not with Leads. Is there a way I could get the Lead information to the Quotes

    • Unknown error occurred

      Hi, When we want to publish or edit a page in our website, we encounter with "Unknown error occurred" problem. I share a screenshot here. Our website is www.essoft.com. It happens every page. We want to solve this ASAP.

    • Zoho one

      I am starting Zoho one as a beginner and there is Zoho crm and Zoho sales which i needed to work on but it appears in unassigned apps. What Should i do now?

    • Next Page