Tip #1: Cómo importar tus contactos a Bigin

Tip #1: Cómo importar tus contactos a Bigin

Tips and Tricks #1 para Bigin by Zoho CRM, por Alejandro Mora
¡Hola usuarios!

Hoy iniciamos una nueva serie de Tips and Tricks, esta vez sobre uno de nuestros productos más intuitivos, Bigin. ¡Bienvenidos a los Tips and Tricks de Bigin by Zoho CRM!

El uso de herramientas de gestión de clientes, oportunidades y procesos de venta se ha convertido en una parte esencial y fundamental dentro del buen funcionamiento de cualquier empresa que desee comercializar sus productos. Normalmente, este tipo de herramientas suele recibir el nombre común de CRM (Customer Relationship Management).

No todos los CRM son iguales ni todos los CRM solucionan los mismos retos que como empresa te puedes llegar a plantear durante tu actividad. Es por ello que, a la hora de elegir una herramienta, es importante que conozcas bien en detalle todos los aspectos que puede ofrecerte, cómo se compenetra con tus objetivos y cómo los puede potenciar para asegurar el éxito de tu organización.

Tip #0 ¿Qué pasa con mis clientes?

Para poder alcanzar los éxitos de tu empresa tenemos que empezar por la génesis de todo, tus clientes. Sin ellos nada es posible y sin ellos poco puedes hacer como compañía. 

Existen infinidad de métodos para conseguir nuevos clientes y potenciales clientes con sus contactos correspondientes. Y aunque a primera vista parece algo positivo es en cierta medida un regalo envenenado. Tarjetas de presentación, correos electrónicos, contactos en LinkedIn, llamadas telefónicas, reuniones en eventos, seminarios, amigos de amigos... Todo esto son fuentes diferentes de información con las que poco a poco vas construyendo tu cartera de clientes pero observarás que cada uno puede venir de una parte muy diferente. Esto puede hacer que acabes teniendo decenas de ficheros con contactos que en muchos casos puede que estén duplicados y te acabe restando eficiencia en tus negocios. Otro problema es que con diferentes archivos no tendrás una imagen completa de cuál es la situación del cliente y si tienes algún acuerdo próximo a cerrar.

Tip #1 Cómo importar mis clientes a Bigin

Para ello, Bigin by Zoho CRM es una de las mejores soluciones en el mercado. Con su capacidad de poder importar contactos desde prácticamente cualquier fuente de origen, Bigin te permite tener centralizados todos tus contactos y poder establecer un seguimiento de los mismos para poder cerrar tratos (pero esto te lo explicaremos en el siguiente Tip).

Para poder importar los contactos primero de todo debemos ir a la sección de contactos y en la esquina derecha pinchar en la flecha y seleccionar la opción Importar Contactos.




Aquí tendrás que subir todos los archivos en hojas de cálculo en los que tienes tus contactos. Si este no es el caso, no te preocupes, ya que te facilitamos un fichero de ejemplo para que puedas llevar a cabo la importación de manera óptima.

Una vez completado el proceso, podrás personalizar los últimos detalles para tener todo listo para ponerte manos a la obra.

Esperamos que os haya gustado este primer Tip y la serie de consejos sobre cómo utilizar Bigin by Zoho CRM que empezamos hoy. Esperemos que os sorprendan. ¡Nos vemos en los comentarios!

    Nederlandse Hulpbronnen


      • Recent Topics

      • Sending gmail to a particular person fails because the address gets changed to "gmaill", with a second "l" typo somewhere

        I send to bob@gmail.com (example) and get an error sending to bob@gmaill.com, only for this one person. Note the extra "l" in the email the system tried to send to, which was not in the address I entered. Can't find a typo in the contact or anywhere else
      • Emoji Support in Bigin CRM

        We request the implementation of emoji support across Bigin CRM. This feature should allow users to seamlessly use emojis in text fields, headlines, and deals. It would enhance communication, improve the visual appeal of records, and bring more personalization
      • Bigin Booking Pages enhancements

        I would like to ask for several enhancements for the brand new (and promising) Booking feature. 1. Add "Contact/Mobile" Field to Booking form We use Mobile as key (id), but unfortunately it is missing from the Booking form, only Home Phone is available.
      • Amount in words in Indian format

        Hi, I had coded the following code to convert amount in words. But in the code in the format of US like million. But i need in Lakh and Crore. So pls suggest ideas r post corrected code string Num2Words(int val) {     val_s = input.val.toString();     th = {"", "thousand", "million", "billion", "trillion"};     // uncomment this line for English Number System     // th = {"","thousand","million", "milliard","billion"};     dg = {"zero", "one", "two", "three", "four", "five", "six", "seven", "eight",
      • What are people using to send Service based emails?

        Zoho Campaigns is for marketing. Users can unsubscribe from these emails. Service based emails need to be delivered and can without the worry of Can-spam act. What are people using to send service based emails? My mailing list is derived from a database
      • Standalone LMS tool

        Will Zoho release a standalone LMS (Learning management System) than can be used by external parties (guest)?
      • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

        Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,
      • An Overview of Dario Schiraldi Deutsche Bank Executive

        Hello Community, Dario Schiraldi is an executive at Deutsche Bank, focused on advancing the firm’s financial services and crafting its global strategic vision. With 20 years of expertise in leadership roles, he has spearheaded successful market acquisitions
      • Emailing a document to WorkDrive

        Does WorkDrive include the ability to upload a document by sending an attachment to an email address? (Books and Expenses include this functionality) If it doesn't is it under consideration? on the Road Map?
      • Allow Changing Appointment Status from "Completed" to "No Show" or Other Valid States

        Hi Zoho Bookings Team, We hope you're doing well. We would like to submit a feature request regarding appointment status management in Zoho Bookings. 🎯 Use Case Sometimes, an appointment is mistakenly marked as Completed, but later we realize that the
      • Ability to modify what displays in calendar invite?

        I am a long time calendly user and want to make the switch to bookings.  I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link?  I can add it to the emails no problem, but I would also like it to display on their calendar.  Is there some work around I can do to get it on the calendar?  Also am I able to modify the calendar event title?
      • Zoho One and Tally Integration

        Has Anyone in this forum done any implementation with Zoho CRM and Tally accounting software. If so who have you used and how easy was it?
      • Microsoft PowerPoint files Extremely slow to save

        I and others on my team have noticed that Microsoft PowerPoint documents are extremely slow to save when using WorkDrive. It always takes over 30 seconds to save a file. Word and Excel files seem to save in a typical length of time, but PowerPoint is
      • How can users unblock their blocked Zoho Mail accounts?

        After the reason for the account block (storage exceeded, spam detection etc.) has been rectified, the user can unblock the account from the UnBlock Me page. Account support@edu2review.com  Edu2Review is an education review platform, we rate the quality
      • Adding additional fields for batch information

        Hello, I am looking at adding additional information into our inventory module. we would like to be able to see up to 8 attributes that will be individual & different for each batch (i.e. batch specific information) but currently I seem to only be able
      • Dynamic Pickup List Values using Deluge and Client Script

        I would like to dynamically show Pickup List Values For example we need to fetch some data from an on premise application and display it so they can choose and pick This can be done in Creator but I didn't find anything for CRM
      • Validation Rule for Controlled Stage Movement in Deals Module (Deluge Script)

        For keeping a control over module stage or status, you can use the below deluge script. The below deluge script defines validation control over deals module stages: // Function to validate allowed stage transitions in the Deals module map validation_rule.LeadStatustValidation1(String
      • Pick List Issues

        I have created a pick list that looks at a table in a sheet, it selects the column I want fine. Various issues have come along. The option to sort the pick list is simplistic, only allows an ascending alphabetical sort. Bad luck if you want it descending.
      • Four types of task dependencies

        "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
      • 1099 tracking

        Do zoho books offer feature of tracking for 1099's for contractors, etc? Quick books offers this feature and wondered when/if Zoho books will do same
      • VAT-type Taxes in US Edition?

        I'm located in the US, and I use the Zoho One US edition of Books. We are in the process of registering with Canadian authorities for their GST / HST, which is a VAT-type of scheme. It is not immediately obvious to me how one would deal with input tax
      • 2 users editing the same record - loose changes

        Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,
      • Schedule sms to be sent later

        When will you make available an option to send sms's at a later time??? You finaly have this option available on emails, so it will be very useful to have it also with sms. Our sms provider, has already this available but we cannot use it because you
      • Ecommerce integration with prestashop

        Development of campaigns integration with prestahop. When???
      • How to create an article containing images and rich text via the api?

        Hi, I'm trying to migrate our kb articles from our previous helpdesk service, and import them to ZohoDesk. Is there any way to create an article that contains images?  Is it possible to add formatting to articles created via the API? Thanks, Adam.
      • Number of statement execution limit exceeded on deluge scheduled function

        I'm working on a send email functionality in creator that sends out crew work orders at the end of the day each day for the next day. I'm running into the issue that zoho is unable to handle the number of statements that I am doing to be able to successfully
      • Color of Text Box Changes

        Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and
      • Zoho SignForm In Progress But Cannot Be Completed

        If a person starts signing a document (via SignForm), but closes the window before submitting, Zoho marks the document "in progress", but how do they finish signing it?
      • How to show Assemblies AND component items in a report

        Hi Is there any way in Analytics to create a report that shows the Composite Item AND the Component Items with mapped quantity? It seems that the component item is not exposed in any table that I can find. Also, the same question but for Stock on Hand.....this
      • Mandatory Messages for Specific Members in Zoho Cliq Channels

        Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement to Zoho Cliq that would allow marking certain messages in a channel as mandatory for specific members — with built-in tracking and reminders. 🎯 Use Case:
      • Admin Access to Message Read Statistics in Zoho Cliq

        Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement that would allow admins or channel owners to view read/unread statistics for messages, even if they were not the original sender. 🎯 Use Case: Currently, in
      • Online Member Visibility in Channels (Similar to WhatsApp Group Presence)

        Hello Zoho Cliq Team, We hope you're doing well. We’d like to request an enhancement to Zoho Cliq’s channel experience by introducing online presence indicators for channel members — similar to how WhatsApp shows how many people in a group are currently
      • Show ticket field in Zoho Desk only if that same field is not empty (API‑created records)

        Zoho Team , We have a ticket workflow where every ticket is created via API based on dynamic logic from an external form. That form has complex logic and already decides what’s relevant to ask, and the API only populates fields in Zoho Desk based on that
      • Multiple Products on Ticket

        Good morning. We will classify all tickets based on the product. Users sometimes send different requests on the same ticket, so we are facing some challenges. Is there a way to add more than one product to the ticket, or is there a way to tie the product
      • Não recebo Email de confirmação e validação de cadastro do PagSeguro

        Olá, utilizei uma das minhas contas de email Zoho para criar um cadastro no PagSeguro, contigo o email com o link de confirmação da conta não chega no meu email Zoho (nem.ma caixa de spam, nem na lixeira, e nem em outras pastas). Outros emails do PagSeguro
      • Does Thrive work with Zoho Billing (Subscriptions)?

        I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you
      • accounts payable and receivable subaccounts

        How to create accounts payable and receivable subaccounts? Being that I have several clients and in my balance sheet have to specify the accounts of each client and not only appear "accounts receivable or accounts payable" ??
      • DUPLICATING WORKFLOWS IN CREATOR

        Hi all, I want to duplicate and slightly amend 3 workflows in Creator so that I don't have to keep typing in all the rules and properties each time. I can see lots of videos on CRM with the 3 dots at the top of the workflow, but nothing like that in Creator.
      • Add SKU to query options in `items` API endpoint

        It would be very useful to be able to pull items by SKU in the API as this is a commonly used unique ID that tends to be consistent across systems.
      • Estimates and invoices being sent from company-wide address, rather than individual

        In our organization, team members send estimates and invoices through Zoho Books by using the "Send Email" function. However, for certain users, the system defaults to sending estimates and invoices from a shared organizational email address (e.g., company@example.com)
      • Next Page