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!




      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Unable to Access Application:

                                    Whenever I try to access my application from the desktop, say I am editing it and want to test something in the desktop environment I get: An error has occurred. An internal error has occurred. Please check the URL , or try refreshing the page I can edit
                                  • Cannot see Application from Lookup field

                                    Hi all, I am trying to access data for an application on our account via a lookup field; however, the application doesn't appear in the dropdown at all. Can anyone shed any light on this, please? I have asked Zoho support; however, they're just as confused,
                                  • Cannot see correct DNS config for mail after moving domain to another provider

                                    I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNS
                                  • Zoho CRM Meetings Module Issues

                                    We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by logging
                                  • Zoho Books integration sync from Zoho CRM does not work

                                    Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field names
                                  • P & L Sub-categorized accounts

                                    How can I show sub-categorized Income and Expense accounts on the P & L report?
                                  • Report showing Bill Details with Project and Sales Invoice Number

                                    Hi There, I am hoping that someone can help, I am looking for report that can show the bill and expense details along with project its as assigned to and the invoice number that the sales has been raised in. The goal is I can filter a customer/project
                                  • Advanced Payment for Inventory Items with serial numbers

                                    Hello, We sell equipment that we track the unique serial numbers on using Sales Orders. We can charge the customers an advanced payment, then the balance on delivery. We cannot figure out a way to do this in Books/Inventory: - Cannot part invoice a SO
                                  • Is it possible to restrict ZCRM user to see only custom views created by administrator

                                    I have segmented data in my CRM and I want to allow different users to be able to see only parts of it based on some criteria. I've tried to create and share a custom view, but then there is always an option for user to see all open lead for example.
                                  • Issues Logging into ZOHO

                                    Hello, one of my coworkers is having issues logging into ZOHO, she has requested a code when entering and the email is correct but she has not received the code. can you help us with this?
                                  • Google Fonts Integration in Pagesense Popup Editor

                                    Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
                                  • Add Popup Rejection Metrics to Reports

                                    Hello Zoho PageSense Team, We would like to request improved reporting for popup interactions. Current Limitation: PageSense currently provides conversion data, but there is no clear visibility into: Popup rejections Popup closes (✕ button clicks) Dismissals
                                  • Ability to Reset / Reinitialize Popup Cookies

                                    Hello Zoho PageSense Team, We would like to request the ability to manually reset popup cookies. Current Limitation: At the moment, it is not possible to initiate a new popup cookie from the our side. Visitors who rejected or closed a popup will not see
                                  • Control Popup Cookie Expiration Duration

                                    Hello Zoho PageSense Team, We would like to request an enhancement related to popup cookie management. Current Limitation: Currently, PageSense popup cookies remain active for 365 days, and this duration cannot be modified by us. If a visitor closes or
                                  • Clone / Export Popup Design Across PageSense Projects

                                    Hello Zoho PageSense Team, We hope you’re doing well. We would like to request an enhancement that allows popup designs to be reused across different PageSense projects. Problem Statement: Currently, Zoho PageSense allows popups to be duplicated only
                                  • Are there settings for hyperlinks?

                                    Clicking a hyperlinked cell in Sheet creates this little pop-up with the actual hyperlink inside. Is it possible to have a 1-click link where if you click the cell it opens the link directly with no pop-up?
                                  • Automatically include all ticket attachments in the ticket resolution email

                                    Hello Zoho Community, We are implementing Zoho Desk in a real customer-facing production environment and have run into a limitation that is becoming a blocking requirement for our clients. The problem When a ticket is closed or resolved, Zoho Desk sends
                                  • Finding text within a ticket: Expand All or Search this Ticket

                                    The auto-collapse feature within a ticket is nice for screen scrolling, however it makes it difficult to find text within the ticket if the email is collapsed. In fact you cannot find text if it is collapsed. I would like to propose a feature that allows
                                  • Books & Desk. Client mapping

                                    Hi, I’ve been using Zoho Books for several years and am now looking to improve my customer service. I'm experimenting with Zoho Desk and want to sync and map my client data from Zoho Books. However, it seems that mapping requires both contacts to have
                                  • String handling

                                    If I cut a currency string from a quote and try and paste it into the Deal "Amount", it will fail unless I manually delete any commas. Dollar signs are no problem, but comma's seem to fail. Please correct this Input Validation error.
                                  • Feature Request - Allow Customers To Pick Meeting Duration

                                    Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customers
                                  • YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.

                                    YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.
                                  • Feature Request - A Way To Search Item Groups

                                    Hi Inventory Team, I can't find any way to filter or search by fields of Item Groups. It would be great to see that functionality added. I have a use case where a single product might come from 5 or more suppliers and each supplier's item is an Item in
                                  • Feature Reqeust - Include MPN In Selectable FIelds

                                    I have noticed that the MPN is not available to show in the list view of Items. Please consider adding it as EAN, UPC and ISBN are all available, so it doesn't make much sense to exclude this similar option. Thanks for considering my feedback.
                                  • Feature Request - Option To Hide Default System Fields on Items

                                    Hi Zoho Inventory Team, As far as I know it is not possible to hid some of the defult system fields on Items, such as UPC, MPN, EAN, ISBN. A good use case is that in many cases ISBN is not relevant and it would be an improved user experience if we could
                                  • Making an email campaign into a Template

                                    I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?
                                  • Campaigns does not work!

                                    I am running into so many problems trying to use Zoho Campaigns, that I am seriously considering dropping the app from my (shrinking) list of Zoho applications I actually use. Apart from having to fight the software trying to create a design and email,
                                  • Feature Request - Make Available "Alias Name" Field In Item List View

                                    Hi Zoho Inventory Team, I have noticed that the "Alias Name" field does not appear on the list of selectable columns in the Customise Columns feature in the Items module. This would be very useful to see for businesses who are using the Alias Name field
                                  • Cliq iOS can't see shared screen

                                    Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                  • project name field issue- n8n

                                    Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrape
                                  • How to filter Packages in zoho inventory api

                                    Hi Team, I want to perform some tasks in a schedular on the packages which are in "Shipped" state. I tried to use filter_by in my api call but in return I get response as {"code":-1,"message":"Given filter is not configured"} My Api request is as follows
                                  • CRM

                                    Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious
                                  • Syncing with Google calendar, Tasks and Events

                                    Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning
                                  • How can i view "Child" Accounts?

                                    It can be very useful in our field of business to know the parent-child account relationship. However, there seems to be a shortcoming in the parent account view: no child account list. How can we view the child accounts per each account?
                                  • Ability to assign Invoice Ownership through Deluge in FSM

                                    Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This
                                  • Easily perform calculations using dates with the new DATEDIF function

                                    Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:
                                  • Adding Comments Using Workflows - How to Change User Attributed

                                    We have worklflows in Desk where a comment is added to a ticket based on certain criteria. It seems that the comment added is always attributed to the user who last edited the workflow. This does not make sense for us because: - It's misleading to other
                                  • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

                                    Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
                                  • Conect chat of salesiq with zoho cliq

                                    Is there any way to answer from zoho cliq  the chat of salesiq initiated by customers?
                                  • Les dernières avancées en saisie de données et collaboration

                                    Après une année dédiée à la recherche et au développement, notre équipe est prête à dévoiler des améliorations majeures pour Zoho Sheet. Ces nouveautés seront lancées par étapes afin d’en assurer une prise en main optimale. Nous commençons avec des fonctionnalités
                                  • Next Page