A
API: the application programming interface (Application Programming Interface). These are predefined functions designed to provide applications and developers with the ability to access a set of routines based on a piece of software or hardware without accessing the source code.
ABM: That is, Account-Based Marketing, which is often understood as a user-based marketing method, in order to contact target customers as the first priority, and to connect with customers through customized information.
AI shelf inventory: It is used in the fast-moving consumer industry. It means that the salesperson of the manufacturer/distributor regularly conducts a tally and inventory of the goods on the shelf, and reports the number of sides of each product to the manufacturer. It is convenient for manufacturers to understand the work execution of salespersons and the distribution of products in terminal stores. It has the characteristics of "extremely fast image analysis", "accurate product identification", "efficient distribution report", "reliable distribution data" and so on.
App customization: refers to the user interface customization in the FunShare App, which supports the customization of the main menu of the App and the customization of the enterprise homepage.
APL code: Advanced Programming Language, which is based on the Java/Groovy development language, which is the server-side customized high-code programming capability. By compiling the code online into Java bytecode, it runs directly in the JVM on the server side.
B
BI report: business intelligence (Business Intelligence), BI is a complete set of solutions, used to effectively integrate existing data in the enterprise, quickly and accurately provide reports and propose decision-making basis, and help enterprises make wise decisions Business operating decisions.
Baoshutong: Baoshutong is a terminal store data collection solution for the FMCG and catering industries. It has the characteristics of hierarchical store management, complete customization of the report form, flexible setting of reporting rules, and powerful BI statistical analysis.
Department Head: Refers to the person in charge of the department where the employee works.
Layout: The display interface of each field of an encapsulated object is called a layout, which determines which fields can be seen when creating or opening an object, and the display order of fields can be adjusted in the layout. An object can configure multiple layouts.
Layout rules: When creating or editing data, dynamic display effects can be set for the fields in the layout.
Boolean: Used to select "Yes" or "No", only two options are supported.
Parallel tasks: In a business process, multiple tasks need to be executed at the same time, and the next node can only be entered after the tasks are executed.
Visits: In order to better maintain customer relationships, sales need to visit customers regularly to understand customer needs or product usage and other information.
Visiting actions: When business personnel visit customers, they fill in the content according to the company's prefabricated visiting action module to guide salespeople to conduct customer visits correctly, and collect visiting data in a structured manner for behavior analysis.
Quotation: Quotation is a list of product quotations provided by an enterprise to customers during the sales process, and also provides a basic price information for sales orders.
C
CRM: Customer Relationship Management (Customer Relationship Management). In order to improve core competitiveness, enterprises use corresponding information technology and Internet technology to coordinate the interaction between enterprises and customers in sales, marketing and services, so as to improve their management methods and provide customers with The process of providing innovative and personalized customer interactions and services. Its ultimate goal is to attract new customers, retain old customers, and convert existing customers into loyal customers to increase the market.
CPQ: CPQ stands for Configuration, Price, Quote (Configure, Price, Quote), which is software that helps companies define product prices with a large number of and constantly changing variables.
CAC: refers to the customer acquisition cost (Customer Acquisition Cost).
C2M mode: namely, Customer-to-Manufacturer, is a new business model of industrial Internet e-commerce, also known as "short-circuit economy".
CCA: Certified CRM Administrator (Certified CRM Administrator), is a CRM special management talent exclusively created and professionally certified by the leading mobile CRM brand Fenxiang Sales.
Car sales: that is, the sales model in which vehicles are loaded with goods and drivers drive across the street to deliver. In fast moving consumer goods distribution companies, small customers such as small supermarkets, convenience stores, and mom-and-pop stores have the characteristics of small quantities of goods, high frequency of orders, and cash settlement. Therefore, the special sales method of car sales is derived.
Lookup association: Supports the definition of an association relationship; when an object (module) needs to have a corresponding relationship with another object (module), it needs to use a lookup association.
Duplicate check rules: In order to exclude duplicate information from human operations, you can configure duplicate check rules for the fields in the object.
Menu template management: CRM list page is also called CRM menu in the system. Employees/companies can adjust the order of modules in the menu, set grouping, and hide infrequently used modules.
Hierarchical Approval: Designate a certain level of department heads for approval.
CRM role: It is the coordinator of each role in CRM. To use the CRM module, employees must have a CRM role. Each role will have corresponding functional permissions.
Product: It is a variety of valuable items, services, information, human resources, organizations, etc., or a combination thereof, provided by an enterprise to customers, which may be tangible or intangible. But they can all be measured by a certain unit or combination of units, and at the same time indicate value. Products are the core of services provided by enterprises, and the marketing business of the entire enterprise revolves around products.
Warehouse: A warehouse is a container for storing goods. The purpose is to ensure the integrity of the products for the enterprise and to ensure the normal progress of production and business activities. It is a comprehensive management form that expresses the status of warehoused goods in terms of quantity and quality, as well as their geographical location, department, order ownership, and degree of warehousing dispersion.
D.
DaaS: Data-as-a-service (Data-as-a-service), which means that the cloud company is responsible for establishing the entire IT environment, collecting the basic data needed by users and doing data analysis, and finally providing a programming interface for the analysis structure or algorithm to make data a service .
DMS: Dealer Management System (Dealer Management System), refers to the relationship management system around the relationship between customers and manufacturers, customers and dealers, dealers and manufacturers.
Short message service: Support the exclusive short message channel of three networks in one, provide marketing short message, business notification short message service, support the sending of specific target group users, and make the short message reach more accurate.
Dianhutong: An exclusive omni-channel ordering platform specially designed for manufacturers and distributors, including goods on and off shelves, online ordering, online payment, logistics query\order status tracking, differentiated pricing, diversified promotions, online reconciliation confirmation, ERP Docking and other capabilities.
DDS: Distribution data system or channel data management system (Distribution Data System), a complete set of solutions for dealers to report data to brand owners and conduct omni-channel analysis. Capabilities include: data reporting, product downloading, and multi-level ordering piece. The data reporting includes two steps: from KA to the dealer version, and from the dealer version to the brand owner (professional version, flagship version, unlimited version).
Object: Each module displayed in the CRM list is called an object.
Object details page: The object details page refers to the detailed information display content of a certain data under a certain object.
Object list page: The leftmost list of CRM is called the object list page.
Scorer rules: means that enterprises can pre-set a set of scoring rules in the scorer rules according to actual needs, and the data will be [automatically] evaluated and scored according to the [rules].
Object mapping rules: When creating object B, some information of object A data needs to be synchronized to object B, which can be realized through object mapping rules.
Object template management: Customize the print templates of each object according to the business needs of the enterprise, so as to print out the Word/PDF version of the document.
Multi-person approval: If one of them passes, it is passed; if one person rejects, it is rejected.
Printing: Refers to printing data into PDF documents/Word documents according to actual business needs, and you need to select a printing template when printing. Print templates can be configured for the corresponding objects in the object template management.
Read and write: It means that those with permission can view and edit information.
E.
ERP: Enterprise Resource Planning (Enterprise Resource Planning), ERP is an integrated management of all resources of the enterprise, simply put, it is a management information system that comprehensively manages the three major streams of the enterprise: logistics, capital flow, and information flow.
f
FICO: Financial management refers to software management services based on the company's financial level. Generally, complete financial business management software is called financial software and general bookkeeping is called financial bookkeeping software. The financial system generally includes: general ledger management, fixed asset management, fund management, customer and receivable and payable management, report management, financial analysis, accounting system, etc.
FunShare mailbox: Bind corporate mailbox or personal mailbox, you can receive, send and manage emails in FunShare, support web version, FunShare PC client and Android/iOS client operation.
Service Link—Professional Edition: A comprehensive after-sales service management platform for enterprises, with the whole process of service work orders as the core, through the service force of internal and external partners of the enterprise, real-time grasp of on-site service progress and warehousing flow, and provide refined after-sales for enterprises Service whole process management.
Service Link—Standard Edition: Online customer service management platform, multi-channel connection to customers, intelligent work order system, provides customers with convenient after-sales service support, and helps companies improve customer satisfaction and repurchase rate. (The Standard Edition of Service Express can be upgraded to the Professional Edition of Service Express).
Subsidiary department: In addition to the main department, employees may need to participate in the business of other departments, and other departments can be set as subsidiary departments; multiple subsidiary departments can be selected, and the items are not required.
Person in charge: The person in charge is a field, mainly referring to the owner of a single piece of data in each object.
Branch node: Refers to the need to judge a field for a segment, and flow to different subsequent nodes according to different conditions.
Feed: refers to the information sent in the work module.
Rebate: Rebate refers to upstream manufacturers, brand owners, and distributors giving downstream distributors, dealers, agents, and customers a certain amount of cash rebates based on a certain period of sales performance or a single order quantity in order to improve sales performance. Can be used to deduct daily order payments.
Invoice: The invoice is a ticket document for an enterprise or company to send products to a designated person or company and serve as a ticket for the process of picking up, going out, transporting, checking and accepting, etc. It is one of the important basis for an enterprise or company to reflect sales.
G
Work Circle: A Weibo-style enterprise collaboration tool that promotes employee collaboration and information access. The content displayed on the work interface is collectively referred to as Work Circle.
Advanced field work: Based on Funshare's "PaaS platform, BI, and process", the refined closed-loop management of sales business from "field plan" to "field action execution" to "all-round statistical analysis" is realized. Supporting enterprises—setting field routes, customizing field types, customizing field actions, and customizing statistical reports. Have an easy-to-use interactive experience to improve employee productivity.
Industrial and commercial inquiry: Provide enterprises with a large amount of enterprise industrial and commercial data. It is a portable enterprise yellow pages library, helping business personnel to view enterprise data and obtain clue sources anytime and anywhere. Note: The data in the business inquiry is obtained through cooperation with third-party platforms.
Belonging Department: It is used to record the ownership of data and achieve accurate performance statistics. [Belonging Department] defaults to the main department corresponding to the person in charge of the current data. If there is no person in charge of the data, [Belonging Department] is empty.
Workflow management: When the data meets certain conditions, the system helps the enterprise to automatically perform a series of operations.
Replace the person in charge: replace the piece of data to another person.
High seas: Grouping customers in different industries and regions or by combining customers with the same characteristics is called high seas, such as high seas in Shanghai, high seas in Beijing, high seas in the education industry, etc.
Work order: Work order is a series of questions and requests that need to be managed, maintained and tracked according to the needs of different organizations, departments and external customers.
h
HR software: Human Resource Software (Human Resource Software), which is used to manage personnel-related systems, including recruitment management, employee management, labor contracts, reward and punishment management, office supplies, training management, performance management, attendance management, social security management, etc. .
Internet application basic package: the basic platform application for upstream manufacturers to manage downstream distributors/agents. This application base package includes by default: Internet Enterprise Trust, Notice Announcement, Internet Disk, Partner School, and Internet Service Account. Among them: 10,000 WeChat users and 100 enterprise Internet ports.
Interconnection: Interconnection refers to mutual connection. Currently, interconnection is divided into enterprise interconnection (connecting enterprises) and customer interconnection (connecting terminals).
Reporting object: The reporting object can be understood as the direct superior. In the work interface, there is no distinction between upper and lower levels, and information viewing is mainly realized by the scope of copying.
Countersigned approval: if all pass, it is passed; if one person rejects, it is rejected.
Internet quota: Internet quota needs to be purchased. The interconnection quota is equal to the number of partners that the paying company can connect to. The paying company creates a new corporate account for its partner and establishes an interconnection relationship with it, or the partner fills in the payment company's invitation code to establish an interconnection relationship. The interconnection quota will be deducted . It should be noted that even non-paying companies without interconnection quotas can establish interconnection relationships with paid companies by filling in the invitation code of paying companies. Paying company A fills in the invitation code of another paying company B to establish an interconnection relationship. The interconnection quota of A will not be deducted, but the interconnection quota of B will be deducted.
Internet administrator: a user role that has the highest authority for Internet business, can manage partners, Internet users, application administrators, and configure the use rights of Internet applications. In this article, the Internet administrator is initially the FanShare system administrator. The system administrator can designate employees to become this role in the rights management, similar to other log administrators and approval administrators.
Interconnected applications: business bearer between upstream and downstream enterprises, including pre-sales agency link, in-sale ordering link, Fanxiang FMCG, after-sales service link, also includes commonly used upstream and downstream collaborative applications, such as Internet Enterprise Trust, Partner School, Internet disks, notification announcements, etc.
Internet companies: generally refer to downstream distributors, agents, service providers, etc., generally have physical organizations, and there are many employees in the organization. When conducting business related to the enterprise type, users generally need to have an Internet enterprise.
Internet users: There are two types of Internet users, one is the Internet users under Internet enterprises, that is, employees of distributors, agents, and service providers. The other is retailers and end consumers. Internet users are actually the login account management of downstream users.
Interconnected roles: role management for interconnected users, supports setting available applications for roles, and also supports setting function permissions and field permissions of objects. Connected users have roles, that is, relevant operation permissions for user applications and objects.
Interconnection settings: interconnection-related quota and business setting management module.
Contract: The contract is an important part of the sales process, and it is a common legal activity in marketing activities. Because of the various legal characteristics of contracts, contract management is the top priority of sales process management.
Payment: Payment is an important part of corporate marketing activities. For a specific sales order, the actual received payment is recorded.
Repayment plan: The repayment plan is a repayment plan established by the enterprise for the long repayment period and multiple repayments, and a reminder is given according to the repayment plan to facilitate the repayment.
I
IaaS: Infrastructure as a Service (Infrastructure as a Service), providing consumers with the use of all computing infrastructure, including processing CPU, memory, storage, network and other basic computing resources, users can deploy and run arbitrary software, including operating system and applications.
J
Invoicing: Refers to the three management processes of purchasing (purchase)→warehousing (inventory)→sales (sales) in the process of enterprise management. These three processes are the core business processes of general enterprises, especially small and medium-sized merchants. The system used to manage these three processes is the invoicing system, referred to as invoicing.
Leave management: The leave management module can customize leave/overtime matters and application units, which facilitates the management of leave/overtime applications; automatically summarizes the application time of various types of leave/overtime and transfer leave for administrators to view; supports the import of employees who should The total number of days of annual leave taken, and the remaining days of annual leave will be automatically calculated according to the annual leave applied by the employee.
Calculated field: It is used to automatically calculate the result through the calculation formula, and fill the result into the field, which is called a calculated field.
Stage promotion process: It is to promote the whole process flow of a business life cycle in the form of a process, match the standard business actions defined in different stages of the life cycle, and promote business success.
Basic data permissions: Private means that all data in the CRM object follows the data visible to relevant team members (including the person in charge) and their superiors, but not to other employees; public read-only means that the data in the CRM object is open to the entire company and has business function permissions Employees can view the data; open access means that the data in the CRM object is open to the entire company, and employees with business function permissions can edit the corresponding data.
Price list: It is a product list defined based on the differences in the products sold by different types of customers and the differences in the discounts of the products sold when the company sells products to customers.
K
Attendance: Attendance is a management system for enterprises to inspect and manage employee attendance. Funshare Attendance supports three attendance systems: fixed shift system, shift system, and flexible system. Attendance has flexible attendance rule settings, powerful attendance statistics, The convenient attendance check-in/check-out page helps enterprises fine-tune the management of employee attendance information.
Kemai: Kemai is a WeChat mini-program independently developed by FunShare. Based on personal business cards, it focuses on creating group promotion capabilities. Sales staff can spread graphic pages in WeChat groups, share pictures or recommend in the group article. All dissemination content is attached with personal business card information. Interested customers can click to view, exchange business cards, and communicate with private messages, which greatly facilitates sales staff to tap the value of social resources and easily expand contacts and customers. The data radar records the data of group promotion, forwarding, and interaction in real time, so that sales staff can control the efficiency and effect of content marketing.
Inventory: It refers to the products actually stored in the warehouse. Control a reasonable inventory level, that is, maintain a reasonable inventory with the least investment and the least inventory management costs, so as to meet the needs of enterprises and reduce out-of-stock losses.
Inventory classification: Class A inventory is the full version of Funshare inventory, which cannot be connected to ERP, including all objects in the inventory, and all logic is processed in Funshare; users can manually open it; Class B inventory is an advanced docking version of Funshare inventory, which supports docking with mainstream ERP, including five objects of warehouse, inventory, delivery note, batch, and serial number, excluding storage order, delivery order, transfer order, inventory list, and storage and delivery details. The maintenance of inventory data is carried out in ERP. It cannot be opened manually, but can only be opened by Fanxiang technicians; Class C inventory is the standard docking version of Fanxiang inventory, which supports docking with mainstream ERP and ERP inventory, including warehouse and inventory, excluding invoices, batches, The maintenance of serial number, warehousing form, warehousing form, transfer form, inventory list, warehousing and warehousing details, and inventory data is carried out in ERP. Users cannot open it manually, but can only be opened by FanShare technicians.
Customers: refer to enterprises, groups or individuals that have business dealings with the enterprise, and are important resources of the enterprise, which can be acquired through various channels such as lead conversion or sales mining.
Customer account: The customer account is the asset management account of the customer, including cash assets, cash equivalents, and valuable coupons. The specific forms include pre-deposits, rebates, credits, and other forms. In addition, transaction methods are also stored. Including prepayment, cash payment and credit sales.
Application for invoicing: Issuing invoices refers to the circumstances under which invoices are issued according to laws and regulations. Based on the need to prove the transfer of ownership of goods and funds, the need for accounting and the need for tax management, the invoice should be confirmed when the business occurs. When the receipt is received, it will be issued by the payee to the payer, and under special circumstances, it will be issued by the payer to the payee.
L
Connected CRM: Fanxiang’s connected CRM is based on enterprise-level communication, and its mission is to connect internal employees, businesses, customers, partners, and systems. It integrates CRM, PRM and SCRM to serve the enterprise Provide mobile customer life cycle management integrating sales management, marketing management and service management. Help enterprises realize the interconnection of external customers, internal employees and external partners, and build a business value chain connecting internal and external for enterprises.
LTC: L2C (Leads To Cash), refers to the enterprise operation and management idea from leads to cash, and creates a closed-loop platform-type ecological operation system from market, leads, sales, R&D, projects, delivery, cash to services.
LTV: Life Time Value, which means customer lifetime value, is the sum of all economic benefits that a company gets from all user interactions. It is usually used in the field of marketing to measure the value generated by corporate customers to the company, and is determined as an important reference indicator for whether the company can achieve high profits.
Temporary permission: for pending approval flow, pending business process, when the current processor does not have the permission to view the data, the temporary permission is granted. This permission requires the administrator to configure the number of days for the temporary permission according to the company's needs, and to read the data. Write, read-only permissions.
Contact person: that is, the relevant person on the customer side who is in direct contact with the enterprise. If you are an enterprise customer, the contact person is the person you communicate with the enterprise. In the case of a person account, the contact can be a communication contact who has a relationship with the account.
m
MQL: That is, Marketing-Qualified Leads, which have initial quality, and the judgment criteria are stricter than potential leads Raw Leads, such as company name, mobile phone number, position, and clear needs. Different teams have different MQL judgment standards. Usually, MQL is a lead that can be transferred to sales.
MarTech: Marketing Technology refers to the technologies and methods used to manage and evaluate the entire marketing process of digital marketing activities.
Target rules: target assessment rules defined by the enterprise, including who to assess (personnel, customers, or products), what to assess (signed orders, visits, sales), which departments are applicable, etc.
Buried point: It is a commonly used data collection method in website analysis and APP analysis. There are several methods of full burying point, code burying point, and visual burying point. Code burying point is divided into front-end burying point and back-end burying point.