New Releases Value Overview

Marketing Management

AI-Powered Full Marketing Chain: From precise target audience selection to intelligent email generation, AI Marketing Agent creates a one-stop intelligent workspace for marketers. One-click WhatsApp record import accelerates sales lead conversion, comprehensively enhancing marketing automation and conversion efficiency.

Sales Management

Intelligent Upgrade of Full Sales Process: Covering all business scenarios including customer management, CPQ configuration, price management, and transaction documents. Through 30+ capability enhancements such as intelligent customer recovery mechanisms, flexible BOM discounts, rebate calculation, and meeting notes, significantly improve sales team collaboration efficiency and performance conversion, building a more agile sales operation system for enterprises.

Service Management

Comprehensive Service Experience Refresh: Customer service workspace UI upgrade and sidebar optimization deliver smoother operations. Intelligent work order assignment achieves precise routing and rapid response through skill matching, service area division, and multi-person collaboration. 13 service capability upgrades including multilingual online customer service, email channel enhancement, and parts mall make enterprise services more efficient, intelligent, and attentive.

Channel Management

Building Channel Digital Operation System: 9 capability upgrades including independent web ordering site, account balance management, and precision advertising placement. Combined with partner portal information visualization and channel login activity reports, help enterprises achieve full-chain digital management of channels, improving channel operation efficiency and partner satisfaction.

FMCG Industry Solution

Deep Empowerment for FMCG Industry Scenarios: Product code marketing incentive loop supports store unboxing scan rewards with flexible role-based reward strategy configuration. Car sales/pre-sales scenarios support automatic population of previous order information to improve ordering efficiency. Focusing on characteristic FMCG industry scenarios, through 4 core capability upgrades, help enterprises activate channel dynamics and boost terminal sales.

Integration Platform

Continuous Enhancement of Data Integration Capabilities: New Salesforce migration tool enables rapid data migration. 5 capability optimizations including batch interface support for creation time synchronization and non-blocking exception handling make cross-system data flow more efficient, stable, and reliable, helping enterprises build a unified data foundation.

PaaS Platform

Comprehensive Low-Code Platform Capability Upgrade: New UI design brings modern visual experience. Page configuration capabilities such as sidebar layout for object detail pages, three-column layout, and role-based field visibility are significantly enhanced. Process engine supports intelligent upgrades including PWC plugin configuration, post-action field updates, and commonly used approval comments. 34 core platform capability optimizations including internationalization and development platform enable enterprises to build and iterate business applications faster and more flexibly, accelerating digital transformation.

Business Intelligence Platform

Data Analysis Experience Upgrade: 10+ visualization enhancements for report styles including Excel-like operations, theme colors, and font customization. Color schemes perfectly adapted to new UI. Target management supports completion status cockpit and preset target visualization for more intuitive data monitoring. 14 analysis capability upgrades including Share AI-BI intelligent Q&A, BI internationalization, and data upstream/downstream enable business users to complete data configuration and analysis more quickly, allowing managers to monitor business progress and adjust decisions promptly.

Enterprise Applications

Knowledge Management Capability Optimization: Through knowledge base function enhancement, provide enterprises with more efficient knowledge accumulation and sharing tools, helping organizational knowledge asset accumulation and inheritance, improving team collaboration efficiency.

1. Marketing Management

1.1 ShareMarketing

1.1.1 Precise Target Audience Selection by Business Object

Release Status: General Availability
Impact on Existing Systems: No impact
Feature Category: ShareMarketing / Customer Relationship
Supported Platform: Web

Scenario

Background

Marketing teams often need to send large-scale campaign invitations via SMS or email. To improve credibility and open rates, each message must include accurate and up-to-date personalized information, such as the recipient’s current company name, job title, and name.

Pain Points

With the current Target Audience selection logic, personalized content in outbound messages may become outdated or mismatched, failing to reflect the customer’s latest status.

• Audience Filtering: The system first filters business records (such as leads, customers, or contacts) based on defined criteria (e.g., “all leads with Director-level titles”).

• Recipient Matching: It then identifies all associated marketing users (i.e., contact methods such as phone numbers or email addresses) linked to those records.

• Data Population: When sending messages, the system selects one record (not necessarily the most recent) from all business records associated with the contact method to populate fields such as name, title, and company.

Resulting Issues:
A single contact method (e.g., a phone number) may be associated with multiple records created at different times and reflecting different customer statuses. If the system cannot intelligently identify and select the most recent and most accurate record, outbound messages may contain outdated information. For example, a customer may have been promoted, changed companies, or updated their profile, yet still receives an invitation using their old identity—making the communication feel impersonal and unprofessional.

Feature Enhancement & Business Value

This enhancement introduces Precise Selection by Business Object, with the core value of ensuring that the data source used for outbound messaging is exactly what you intend. You can now directly select audiences and extract information from core, continuously updated business objects such as Customers or Contacts, instead of relying on historical or indirect data mappings.

Product Demo

coming soon...

1.1.2 One-Click Import of WhatsApp Messages to Create Sales Records

Release Status: Limited Availability

Impact on Existing Systems: No impact

Feature Category: ShareMarketing / Customer Relationship

Supported Platform: Web

Scenario

Currently, although WhatsApp conversations with customers are already synchronized into the system, they are scattered across multiple related objects under a customer profile. Sales representatives must open and review several related records to identify and analyze key information, making it difficult to quickly present meaningful progress to the team.

As a result:

• Sales teams struggle to clearly showcase critical updates.

• Managers cannot easily grasp key discussion points or customer signals at a glance.

• Important insights are buried in a “sea of data,” preventing their value from being effectively utilized.

Feature Enhancement & Business Value

Enhancement Overview

This upgrade enables sales representatives to manually select key WhatsApp conversation snippets—such as a critical price negotiation or requirement confirmation—and generate a structured sales record with one click. The generated record is directly attached to the customer’s unified activity timeline (Sales Records). When AI capabilities are enabled, the system will: Automatically summarize the core content of the selected conversation; Generate a structured, concise summary that highlights key points and outcomes.

Business Value

• For Individual Sales Representatives: Transforms passive archiving into proactive storytelling. Sales can instantly convert their most valuable communication moments into impactful sales records for reporting, collaboration, and future reference—significantly reducing time spent on manual documentation and reporting.

• For Team Collaboration & Efficiency: Completely changes the team’s “information treasure hunt” model. Every sales record on a customer’s timeline becomes a curated, high-value insight, eliminating the need to sift through lengthy raw chat histories. This dramatically lowers information retrieval costs and accelerates collaborative response.

• For Management Insight & Decision-Making: Managers gain access not just to raw data, but to AI-processed insights. They can quickly review key communication themes and trends across customers, accurately assess the effectiveness of sales strategies, understand real customer feedback, and deliver more precise coaching and decision-making.

Product Demo

coming soon...

1.2 Marketing_AI

1.2.1 Marketing Agent: A One-Stop Intelligent Marketing Workbench

Release Status: General Availability

Impact on Existing Systems: No impact

Feature Category: AI – Marketing

Supported Platform: Web

Scenario

Traditionally, planning an offline event or launching an online marketing campaign requires close collaboration among multiple specialized roles—such as event managers, designers, brand managers, digital marketers, and even developers. The process often involves multiple approval layers, repeated meetings, and numerous revisions, resulting in campaigns that take weeks or even months to go live. As enterprises scale, they must expand both the number of marketing channels and the volume of campaigns. This typically leads to hiring more specialists to meet operational demands. However, as organizational structures grow increasingly complex, efficiency inevitably hits a bottleneck.

Feature Enhancement & Business Value

By combining Marketing Agent with marketing scenario tools, this upgrade enables automation and scalability across marketing operations. Marketing Agent empowers teams to:

• Automate repetitive marketing tasks

• Rapidly execute campaigns across multiple channels

• Scale marketing output without proportionally increasing headcount

Business Impact:

• 1 marketer delivers the productivity of a traditional 20-person team

• Dramatically improves marketing efficiency and execution quality

• Frees up resources to focus on more creative, strategic, and high-value initiatives

This represents a fundamental shift in how marketing teams operate—transforming marketing execution from labor-intensive workflows into an intelligent, AI-driven system.

Product Demo

coming soon...

1.2.2 SDR Email Agent

Release Status: Limited Availability

Impact on Existing Systems: No impact

Feature Category: AI – Marketing

Supported Platform: Web

Use Case

When SDR teams or sales teams process large volumes of Marketing Qualified Leads (MQLs), they often fall into inefficient manual workflows. Sales representatives must individually review lead profiles, recall each lead’s follow-up stage, and manually draft personalized emails. This process is highly time-consuming and results in:

• A large number of leads being lost due to delayed or inconsistent follow-up

• Limited capacity for SDRs and sales reps to continuously nurture leads that are not yet sales-ready but require long-term engagement (SQLs)

• Wasted potential opportunities due to insufficient and irregular content outreach

Feature Enhancement & Business Value

Enhancement Overview

This release introduces the SDR Email Agent, enabling automated and intelligent lead nurturing at scale. By configuring automated follow-up rules—including follow-up cadence, tone, and language style—the AI automatically generates context-aware email content. Emails can be reviewed and approved by humans before sending, ensuring both efficiency and quality.

The SDR Email Agent supports:

• Automated lead nurturing and qualification

• Lead cleaning and prioritization

• Driving leads to complete defined CTAs (Calls to Action)

Business Value

For Individual SDRs: Fully frees SDRs from repetitive tasks such as manual email writing and follow-up tracking. This allows them to focus on engaging high-potential leads, significantly improving individual productivity and lead conversion rates.

For Team Management & Collaboration: Automated workflows ensure that every lead is nurtured in a standardized, timely, and consistent manner, eliminating lead loss caused by human oversight. This enables unified quality control and measurable management of the entire lead follow-up process.

For Business Outcomes: Through continuous and personalized content engagement, potential demand is effectively nurtured, accelerating lead movement through the conversion funnel. Ultimately, this drives higher marketing-to-sales conversion rates and increases the volume of qualified opportunities.

Product Demo

coming soon...