Bigin Prémium: nueva edición con multidivisa, flujos de trabajo avanzados y mucho más

Bigin Prémium: nueva edición con multidivisa, flujos de trabajo avanzados y mucho más

¡Hola a todos!

Nos complace anunciar la nueva edición de Bigin que contiene varias funciones nuevas, como la multidivisa, los flujos de trabajo avanzados, los campos de búsqueda personalizados y mucho más: la edición Prémium.




Ahora Bigin está disponible en tres ediciones: Gratis, Express y Prémium. 

¿Qué es la Edición Prémium?
La Edición Prémium tiene características adicionales en comparación con la Edición Express, y está dirigida a empresas que necesitan funciones más avanzadas. Estas son las nuevas características: 

Multidivisa
Cualquier empresa que trate con clientes de distintos países necesita realizar sus transacciones en la moneda local. Pero convertir la moneda manualmente es un proceso tedioso y complejo. Ahí es donde la Multidivisa de Bigin puede ahorrarte tiempo y te permite realizar estas conversiones fácilmente. Con la Multidivisa puedes definir diferentes divisas para diferentes registros de transacciones, y Bigin se encargará de las conversiones de los tipos de cambio.








Para saber más sobre la multidivisa, haz clic aquí.

Campos de búsqueda personalizados
Un campo de búsqueda permite vincular dos registros en módulos diferentes. Supongamos que quieres vincular la empresa de tu proveedor y la del cliente a una transacción. Aquí puedes crear un campo de búsqueda personalizado para vincular el módulo Empresas con el módulo Tratos.

         


Para más información sobre los campos de búsqueda, haz clic aquí.

Reglas de flujo de trabajo avanzadas
Ahora puedes configurar desencadenantes basados en fecha y hora en las reglas de flujo de trabajo. Por ejemplo, puedes configurar una regla para que se cree una tarea en la que un usuario tenga que hacer el seguimiento de un trato, en caso de que esté inactivo durante más de 15 días.



Para más información sobre las reglas de flujo de trabajo avanzadas, haz clic aquí.

Reglas de transición de las etapas
Algunos de los datos capturados en el canal de ventas son información importante que ayudan a cerrar un trato. Estos datos deben ser introducidos por las personas responsables de los mismos, sin embargo, hacer que estos campos sean obligatorios podría obstruir el proceso, ya que los representantes de ventas pueden no tener esta información cuando se crea el trato. En estos casos, las reglas de transición de etapas permiten especificar qué campos deben rellenar los usuarios al pasar un trato de una etapa a otra.

 

También puedes crear restricciones específicas en el pipeline que impidan que una transacción se cierre directamente desde etapas específicas. Esto evita que un acuerdo se cierre prematuramente y permite que pase por las etapas necesarias. Por ejemplo, puedes evitar que una operación se cierre directamente desde las etapas "No contactado", "Calificado", o "Necesita Análisis".

Para más información sobre las reglas de transición de etapas, haz clic aquí.

Precio
El precio de Bigin Prémium es de:
  • 12 €/usuario/mes (o 12 USD/usuario/mes), facturados anualmente.
  • 15 €/usuario/mes (o 15 USD/usuario/mes), facturados mensualmente.

¿Hay algún cambio en la edición Bigin Express?
Sí, ahora Bigin Express ofrece:
  1. Múltiples canales de ventas: 3 embudos en lugar de 5.
  2. Etiquetas: 10 etiquetas por módulo, en lugar de 20.
  3. Campos personalizados: 10 campos personalizados por módulo, en lugar de 20.
  4. Reglas de flujo de trabajo: 10 reglas de flujo de trabajo por organización, en lugar de 20.
  5. Formularios web: 3 formularios web, en lugar de 5.

Nota: Estos cambios no afectarán a los clientes de Bigin Express registrados hasta el 18 de noviembre de 2021. Los cambios anteriores sólo se aplicarán a los nuevos clientes de Bigin Express que se registren a partir del 19 de noviembre de 2021.

¿Cuáles son los cambios en Zoho One?
Hasta este momento habíamos ofrecido la Edición Express de Bigin a los usuarios de Zoho One. A partir de ahora ofrecemos la Edición Prémium de Bigin a los usuarios de Zoho One.

Puedes ponerte en contacto con nosotros a través de support@bigin.com en caso de tener alguna duda, o responder a esta publicación. 

¡Saludos!

    • Recent Topics

    • import .pdf with text

      can you import a .pdf with text fields and then edit in zoho to make a form?

    • Web Tabs in Zoho Projects

      Web Tabs are browser tabs that can be accessed within Zoho Projects. You can associate a web tab to specific projects and user profiles. By doing so, only the users of that particular project will be able to access the web tab. To create a Web Tab, you

    • Urgent: Slow Loading Issue on Zoho Commerce Website

      Dear Zoho Support Team, I am experiencing slow loading times on my Zoho Commerce website, which is affecting its performance and user experience. The issue persists across different devices and networks. Could you please investigate this matter and provide

    • Candidate Interview Feedback

      How can we define ratings for candidate feedback post her interview

    • How to add a banner at top for sales or announcements

      Hello, I am trying to create a banner at top, which is gonna remain there above header. I tried to use message bar, but it comes with an agree button, and on click it disappears. Instead o want to use a banner for a promotion, sales etc. How to create

    • The Social Wall: March 2025

      Hey everyone, From threaded posts to new channel integrations on the mobile application, March saw some big updates. Let's take a look at everything that went live: Onboard your Instagram account directly via Instagram login credentials You can now add

    • contacts & their emails don't show up in Zoho mail on computer, I can't import from Google

      good afternoon, I successfully cleaned up my Google contacts (the list off which I'd like to work) and deleted all my Zoho contacts. Zoho mail on my phone works great. all the contacts pop up as I'm typing the contact's name or email address, clearly

    • Zoho API COQL authorization problem

      Hello! I am encountering a problem while executing a COQL endpoint request. I'd like to execute a simple COQL request, but whenever I try sending a POST request I get this response: {'code': 'OAUTH_SCOPE_MISMATCH', 'details': {}, 'message': 'invalid oauth

    • Fetch extra products data from invoice in one query with invoice record

      Hello, community Is it possible to fetch extra products data from invoice in one query with invoice record? With /crm/v6/Invoices/{some_invoice_id} we could get Invoiced_Items with some products data in Invoiced_Items field If we need extra data we should

    • how to import products and unable to change home currencies

      i am unable to upload products, i want to change home currencies from usd to inr,

    • Chromebook Filemanager integration with Zoho

      I would like to be able to see documents stored in Zoho Docs through the native File manager on my Chromebook. I found an article from Zoho at https://www.zoho.com/news/zoho-extends-zoho-docs-to-googlechromebooks.html which hints at it but the extension isn't available in the Chrome Store. In the Chrome OS beta channel there is now the option to add new services such as Dropbox and OneDrive and WebDav based services but Zoho isn't one of them. Can you tell me if this is currently possible or if /

    • Please create a "TAG" custom field type

      We need a "Tag" field type for multiple value situations that are large and grow or vary more than a select list can handle, but more restrictive than a textbox with values separated by commas so that users must use predefined/pre-used and formatted values . This would be for fields like: Vocation - Attorney - Estate/Trusts, Attorney - Personal Injury, MD - Osteopath, MD - Pediatrician, MD - Oncologist Interests - Skiing, Swimming, Equestrian, Golf, Sailing, Fencing, Baseball, Crickett Groups - Veteran,

    • ID caller with iOs App / Please your reviews

      Hello,  I would like to understand a bit better the ID Caller function for people who have the Zoho Recruit app on their phone. I understood that this feature is only available on iOs. I am an Android user and this feature could definitely make me become an Apple user. However, before spending hundreds of euros in a new phone, could you give me  some details about out it works. I am also interesting in Zoho Recruit users' opinion who have an iPhone. Do the phone number in Zoho Recruit has to be under

    • Zoho marketing hub integration with WordPress WooCommerce

      Hello All,  I am a Zoho One User and we are using Zoho Marketing Hub we also have a website on Wordpress and we use Woo Commerce as our store.  im looking to find out if Zoho Marketing Hub Integrates with WooCommerce   ideally we would like to create Journeys or campaigns series based on customer behavior such as buying or already have purchased specific products. or if they go to the store but don't buy (abandon cart follow)  i saw that there is a wordpress plugin for Zoho Campaigns https://wordpress.org/plugins/zoho-campaigns/ but

    • What is deploy conflict: module field(s) is more than the length of the mapped fields in the production account.

      Hello I am trying to deploy changes to our Quotes module from a Sandbox to Production and my subform is erroring with "module field(s) is more than the length of the mapped fields in the production account" We can't figure out what is causing this error.

    • New User Invite Changes Email Address

      Hello, When inviting a new user, I noticed that after I keyed in the email address and sent the invite, that the invite had changed the email address. Is this because the address may have been an alias? This was a gmail based account with a company domain.

    • Is there API Doc for Zoho Survey?

      Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than

    • Mail app on iOS and push notifications

      Hi, I just upgraded from a free account to a paid 10gb account so that I could integrate my email into the Apple Mail app, and the IMAP configuration worked and my emails were loaded into the Mail app. However I have discovered that there is no "Push"

    • Zoho Desk Time Entry Created Trigger

      I have a flow that has been working for months but now the Time Entry Created Trigger from Zoho Desk is no longer working. Can some one please help?

    • Two footers in dialogue module

      This makes the design look messy. We just want one. We would also like to customize the things that we want there.

    • Canadian Data Center

      Hi I am wondering if Zoho has a Canadian Data Center? if so, where? And how would I go about getting our information transferred there Thank You -------------------------------------------Moderated on 3rd Nov'23--------------------------------------------------------

    • Introducing the locking option for CRM records

      Last modified on 06/04/2023: Record locking option in CRM is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, Hope you're doing well! We're thrilled to introduce our latest

    • Zoho Learn - URL Parameters for Externally Shared Articles?

      Hey Folks, Are there any parameters one can append to URLs for externally-shared articles? Specifically, can I add a parameter that hides the Manual name (use case being I want to embed the article in another webpage)? Also, can one password-protect an

    • Issue with Job ID Display in Quick View (Card View)

      Dear Zoho Support Team, We are experiencing an issue where the Job ID field(field type is Number) value is not displaying in the card view of our Quick View setup. Although the Job ID has a value and is correctly displayed in the detailed view, it does

    • detect incoming calls right, correct allocation of incoming calls for workflow rules (calls -> leads)

      hello, i have a question about processing incoming calls. I use placetel with phonemondo. However, my workflow does not work. Module: leads This rule will be executed when an incoming call is logged or modified. This rule will be applied to incoming calls

    • Zoho Writer and Workdrive

      I am finally making the last major step into the Zoho One realm (been for 5 years) by migrating from Google Drive/Docs/Sheets. I'm fairly happy with the other apps, but Writer got me concerned in the first few days of using it. I installed the Writer

    • [Webinar] Streamline your document review process with Zoho Writer's workflows

      Hi, We're excited to announce Zoho Writer's upcoming webinar: Streamline your document review process with workflows. Learn how workflows can help improve and expedite your document review and approval processes. This webinar will take place on May 11,

    • 1st Initial in Name Fields should automatically be capitalized

      Need to have the 1st initial in the First Name and the 1st initial in Last Name fields to always or automatically be upper case when entering data from the web or the system, but especially the web. It provides clean data, if we are capturing names of

    • Zoho Recruit - Blueprint and ZIA

      If I activate the Blueprint for Jobs in Zoho Recruit, Zia disappears for matching canddiates, why is that?

    • Introducing Functions IDE in Zoho CRM

      Hello everyone! We hope you are doing great! We're excited to enhance your coding experience with a new IDE for Functions! This IDE is more powerful and is equipped with developer-friendly features such as executing the function without affecting the

    • People 5.0 widget and API questions

      While creating Widget for People 5 I found couple issues that I can’t find answer on my own: 1) How to get leave requests according to this API https://www.zoho.com/people/api/get-records-v2.html. I tried: requestData = { "url": "https://people.zoho.eu/api/v2/leavetracker/leaves/records",

    • Template Linkage invalid

      I am trying to add a website linkage in our Inventory Template. When I click preview template, linkage is clickable, while I try to export , the linkage is being invalid... Is this a bug in PDF exportation?

    • Invalid OAuth Token

      Hi, I'm currently attempting to retrieve Contacts field metadata for testing as documented here: https://www.zoho.com/crm/developer/docs/api/v7/field-meta.html At https://api-console.zoho.com/, I have created a Self Client application, and generated a

    • Enabling Call as an Activity type

      Hi all We've seen this video on using Calls to log, well, calls to clients. However we don't have the Calls activity type showing under the + next to Activities. I can't see any mention in the settings either. https://youtu.be/pyK1kNUcBjY Does anyone

    • How do I delete my website?

      My website on Sites is no longer valid. How do I take down my website?

    • WhatsApp and Zoho Creator Integration

      #Tips of the Day ======================================================================================== How to Connect WhatsApp With Zoho Creator. -> Create an account on WATI API EndPoint https://app-server.wati.io/api/v1/sendTemplateMessages Pass

    • 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

    • Adda signature in a quote

      Hi there, how can one place a signature in a quote?.. thanks!.. Alex.

    • Zip Code or Post code assignment in Territory manager to distribute leads

      Hi, I am quite interested in Zoho due to multiple functionality but wanted to understand as a multinational multi- dealership infrastructure where we need our leads to flow through to various outlets based on their Zip or Post code, how do you assign

    • Can I export to PDF in Zoho Learn

      I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals

    • Next Page