營銷管理
1、會議營銷簽到頁提供可視化配置頁面,支持郵件簽到、微信授權簽到、引導關注公眾號/企微、展示座位號信息等,提升客戶體驗。
Conference sign-in page now offers a visual configuration interface, supporting email sign-in, WeChat authorization sign-in, guide user following official accounts/enterprise WeChat, and displaying seat numbers, enhancing the customer experience.
2、微頁面組件擴展及展示效果升級,滿足渠道招募、招商加盟、問卷場景下對信息收集頁面的訴求。
Micropage components have been expanded and display effects improved, meeting the requirements of information collection pages in scenarios such as partner recruitment, channel promotion, and questionnaires.
3、支持無CRM賬號的員工、伙伴、客戶注冊成為推廣用戶,品牌方可以發(fā)布推廣通知到相關人員,并追蹤推廣結果,助力品牌傳播。
Support for employees, partners, and customers without CRM accounts to register as promotional users. Brand owners can send promotional notifications to relevant personnel and track promotion results, helping to promote the brand.
銷售管理
【售前】
1、客戶經(jīng)營計劃工作臺 Customer Management Plan Dashboard
1)基于單個客戶的關系經(jīng)營管理,打造一個供跟進者更簡單易用、呈現(xiàn)從關系評估到規(guī)劃、計劃、執(zhí)行閉環(huán)管理的工作臺。
A dashboard designed for the relationship management of individual customers, creating a simpler and more user-friendly platform for followers, presenting a closed-loop management from relationship assessment to planning, planning, and execution.
2)客戶組織架構、商機決策鏈(魚骨圖)支持關系模板庫。
Customer Organizational Structure, Business Opportunity Decision Chain (Fishbone Diagram) Support Relationship Template Library.
3)開通客戶組織架構(客戶部門對象)、商機決策鏈(魚骨圖)后,新建客戶與商機時根據(jù)模板自動生成組織架構和決策鏈魚骨圖,再根據(jù)實際業(yè)務進行微調(diào),提高錄入效率。
After enabling the customer organizational structure (customer department objects) and the business opportunity decision chain (fishbone diagram), new customers and business opportunities will automatically generate organizational structures and decision chain fishbone diagrams based on templates. Then, minor adjustments can be made according to the actual business to improve the efficiency of data entry.
2、商機C139畫像 Business Opportunity C139 Profile
基于C139控單模型方法論,展示商機畫像,了解當前商機情況,并給出下一步行動建議,推進商機進入贏單區(qū)。
Based on the C139 control model methodology, demonstrate the business opportunity profile, understand the current status of the opportunity, and provide recommendations for the next steps to advance the opportunity into the win zone.
【售中】
1、CPQ新增通過【高級公式】配置產(chǎn)品間的數(shù)量約束關系,支持可視化的業(yè)務維度配置,解決制造業(yè)等復雜產(chǎn)品的動態(tài)數(shù)量配比關系,實現(xiàn)銷售產(chǎn)品配比自動化,規(guī)避人為配置錯誤,提升銷售報價效率。
The CPQ has added the use of advanced formulas to configure quantity constraint relationships between products, supporting visualized business dimension configuration, solving the dynamic quantity matching relationship of complex products such as manufacturing, achieving automated sales product matching, avoiding human configuration errors, and improving sales quotation efficiency.
2、 CPQ報價器中的【高級公式】新增場景能力,支持通過可視化公式設置產(chǎn)品價格,解決復雜報價規(guī)則的報價問題。
The 'Advanced Formulas' feature in the CPQ has added scene capabilities, supporting the setting of product prices through visual formulas to solve the problem of complex quoting rules.
3、價格政策簡易模式滿件促中,可選擇本品的數(shù)量依據(jù)字段,按需支持“按指定單位的數(shù)量設置促銷”和“按目標單位換算的結果數(shù)量設置促銷”等不同場景,使促銷配置更靈活便捷,提升產(chǎn)品體驗。
In the simplified mode of the Promotion Policys , you can select the basis for quantity of promotional products , and support different scenarios such as "setting promotions based on the quantity of specified unit " and "setting promotions based on the converted quantity by target unit" as needed. This makes the promotion configuration more flexible and convenient, enhancing the product experience.
4、業(yè)財新增自動認款功能
“自動認款”是回款管理中的一項自動化能力,能夠自動從銀行流水信息中找到來源客戶,并與CRM系統(tǒng)中的客戶建立關聯(lián)。自動化的認款流程可以顯著減少財務人員手動核對銀行流水和客戶回款記錄的時間,從而提高工作效率
"Automatic Reconciliation" is an automated capability in the management of receivables, which can automatically identify the source customers from bank transaction information and establish a connection with customers in the CRM system. The automated reconciliation process can significantly reduce the time that finance personnel spend manually checking bank statements and customer repayment records, thereby improving work efficiency.
服務管理
1、新增「終端用戶任務」模塊,支持在工單流程觸發(fā)外部用戶執(zhí)行任務,連接終端用戶處理業(yè)務。
"End-User Task" module that supports triggering external users to execute tasks within the work order process, connecting end users to handle business operations.
2、SLA規(guī)則明細可設置工單流程的“跨多流程節(jié)點標準處理時長”,支持預警和超時提醒,拓展SLA的更多使用場景,以滿足企業(yè)不同服務協(xié)議管理訴求。
In the SLA (Service Level Agreement) rule details, it is possible to set the standard processing time for ticket workflows that span multiple process nodes, and support for early warning and timeout reminders is provided. This expands the use cases for SLA to meet the management requirements of different service agreements.
3、支持“寄送修”類型的服務請求,終端用戶可一鍵提交服務請求、物流下單、返修件簽收等操作,極大地提升了終端用戶操作體驗。
Supports "send-in repair" type service requests, where end-users can submit service requests, place logistics orders, and sign for repaired items with just one click, greatly enhancing the operational experience for end-users.
渠道管理
1、新增「集團版」行業(yè)開箱即用,支持按需啟用多級訂貨,滿足企業(yè)多種應用訴求。
The "Enterprise Edition" is industry-ready out of the box, supporting multi-level ordering on demand to meet various enterprise application needs.
2、完善渠道商家開通流程,預設商家可售范圍和價目表,提升渠道分級管理能力。
Enhance the channel merchant onboarding process by presetting the merchant's sellable range and price list, thereby improving channel tiered management capabilities.
3、新增醫(yī)療器械DMS插件,提供行業(yè)化DMS解決方案。
Medical device DMS plugin, providing industry-specific DMS solutions, and empowering industry customers.
BI
1、數(shù)據(jù)駕駛艙支持轉發(fā)功能,可以實現(xiàn)數(shù)據(jù)在不同部門和團隊之間高效共享,增強信息透明度;數(shù)據(jù)駕駛艙支持訂閱功能,用戶可以根據(jù)自己的需求設置訂閱內(nèi)容和頻率,提升個性化體驗。
The dashboards supports forwarding function, which enables efficient sharing of data between different departments and teams, enhancing information transparency; The dashboards supports subscription function, allowing users to set subscription content and frequency according to their own needs, enhancing personalized experience.
2、駕駛艙支持Tab頁簽組件,豐富了駕駛艙的組件,通過不同的Tab頁簽,用戶可以從多個角度分析數(shù)據(jù),幫助用戶發(fā)現(xiàn)趨勢和異常,獲得更全面的洞察業(yè)務。
The dashboards supports Tab components, enriching the components of the cockpit. Through different Tab , users can analyze data from multiple perspectives, helping them discover trends and anomalies and gain more comprehensive insights into the business.
3、訂閱失敗消息推送到訂閱最后修改人的CRM提醒中,便于訂閱最后修改人及時了解訂閱情況并進行調(diào)整,避免訂閱接收人無法接受到訂閱消息統(tǒng)計交叉表支持列維度的依賴排序。
The subscription failure message is pushed to the CRM reminder of the last modified person of the subscription, making it easier for the last modified person to understand the subscription situation in a timely manner and make adjustments, avoiding subscription recipients being unable to receive subscription message statistics. The cross table supports column dimension dependency sorting.
4、統(tǒng)計圖維度為空時支持下鉆查看明細,提升了統(tǒng)計圖的依賴排序場景,提升了用戶體驗。
When the dimension of the statistical chart is empty, it supports drilling down to view details, which improves the dependency sorting scenario of the statistical chart and enhances the user experience.
5、拼表支持下鉆可以幫助用戶在發(fā)現(xiàn)異?;蜈厔輸?shù)據(jù)時,通過下鉆協(xié)助快速定位問題根源,從而制定有效的解決方案。
Joined Report support for drilling down can help users quickly locate the root cause of problems and develop effective solutions when discovering abnormal or trending data.
PaaS
1、字段支持場景化展示,根據(jù)字段屬性預設多種展示樣式,提升用戶的日常使用體驗。
Field supports contextual display, offering multiple preset display styles based on field attributes to enhance the user's daily experience.
2、列表頁支持多字段組合排序,用戶可自由調(diào)整字段及排序設置,大幅提升業(yè)務操作的靈活性,滿足用戶多樣化的訴求。
The list page supports multi-field combination sorting, allowing users to freely adjust fields and sorting settings. This significantly enhances operational flexibility and meets diverse user needs.
3、新增服務編排流程,利用大模型的智能分析與生成能力,對多個服務進行協(xié)調(diào)、組合,以幫助企業(yè)實現(xiàn)復雜業(yè)務流程或任務,效率更高,靈活性更強。
The service orchestration process, leveraging the intelligent analysis and generation capabilities of large models to coordinate and integrate multiple services, helping enterprises achieve complex business processes or tasks with higher efficiency and greater flexibility.