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PaaS: Platform-as-a-Service (Platform-as-a-Service), helping enterprises customize and develop individual needs. Example: On the Funshare sales platform, you can use "custom object" to quickly create business objects to meet business scenarios, or configure business processes that meet the company's own needs based on "business process management", or quickly connect to the company's existing business processes based on OpenAPI. There are systems and other personalization capabilities.
PRM: Partner Relationship Management (Partner Relationship Management), PRM refers to partner relationship management, mainly to achieve complex revenue sharing, settlement, evaluation and partner product management with content and service providers, group customers and other partners Function.
Pipeline: Refers to sales funnel management, which generally refers to a sales process management tool for users.
Ordinary field work: a simplified version of advanced field work, which supports employees to formulate field work plans and accumulate field visit information. It can obtain employee sign-in information, employees can take photos with watermarks, fill in visit content, and help enterprise managers understand the situation of employees going out and customer visits.
Training Assistant: Provide a one-stop enterprise online learning platform for online learning, exams, training task management, open classes, knowledge base, interactive communication, learning data analysis and personalized settings, easily realize the mobilization of employee learning and exams, and quickly improve employees and partner capabilities. Note: 100 class hours are given as a gift by default. If you need more class hours, you can purchase resource expansion packs.
PRM: Partner Relationship Management (Partner Relationship Management), FanShare PRM can realize business interaction between upstream manufacturers and downstream partners - lead submission, customer reporting, business opportunity follow-up, order placing on behalf of customers and other complex scenarios.
Inventory inventory receipt: refers to the fact that the quantity of physical objects in the warehouse is greater than the quantity recorded in the system after the enterprise has taken stock (inventory inventory), find out the reason, and create an inventory inventory inventory in the system to achieve the consistency between the accounts and the facts.
Inventory loss delivery list: After the enterprise has been counted (inventory list), the quantity recorded in the system is less than the quantity of physical objects in the warehouse, and the reason is found out, and the inventory loss delivery list is created in the system to achieve the consistency between the accounts and the facts.
Inventory action: When the sales staff visits, they go to the supermarket or other retail stores to check the types and quantities of products on the shelves, and grasp the sales and inventory of the products.
PV: That is, page views (Page View). The number of page views is one of the most commonly used indicators to evaluate website traffic, referred to as PV for short. Monitoring the change trend of website PV and analyzing the reasons for its changes are the work that many webmasters do regularly.
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Qixin: enterprise instant messaging, which is an IM (Instant Messaging instant messaging) tool provided by FunShare to enterprise employees, helping enterprise employees to quickly realize internal work communication, realize communication business, and business communication.
Enterprise Service Account: The internal service account of the FunShare platform helps companies establish an internal service window for employees, covering functions such as group messaging, custom menus, mobile customer service and work orders, and provides powerful business services and management capabilities.
Enterprise Wallet: Provides enterprises with the ability to pay for enterprises, and supports functions such as quick payment, collection, query and reconciliation.
Enterprise red envelopes: Employee care, bonuses, holiday gifts, etc. can be distributed through enterprise red envelopes.
Company-wide: It is the top node of the organizational structure, representing all departments of the company. The default is "All Company", and the name can be modified.
Global variable: It is a variable that can be used in various scenarios such as calculated fields, default values, and validation rules in the CRM system. The preset global variables refer to the current time, current date, and current date and time, and enterprises can customize global variables.
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Warehousing list: It is a confirmation of the quantity of purchased physical goods in storage, and it is also a kind of monitoring of purchasing personnel and suppliers. If there is a lack of control of physical storage, it cannot prevent purchasing personnel from colluding with suppliers, falsely reporting purchase volume, and shortage of physical goods risks of. It is an important document for the internal management and control of the enterprise.
ROI: Return on Investment (Return on Investment), the ratio of input to output, refers to the state of expenditure and income of a company in the process of conducting business activities. Take SEM as an example, the expenditure is 100 turnover 200, and the ROI is 1:2, which is different Teams have different definitions of ROI, some are based on business opportunities, some are based on order turnover, and some are based on net profit.
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SaaS: Software as a Service (Software as a Service), is oriented to software consumers. Users can use the software provided by the cloud computing platform through standard Internet tools (such as browsers and mobile APPs) without installation. Example: For Funshare, you only need to register a corporate account and purchase employee accounts and related applications to quickly use Funshare products, including Funshare CRM. Compared with traditional software, there is no need to purchase hardware servers, databases, or software upgrade service fees.
SCM: Supply Chain Management (Supply Chain Management), refers to the effective management of suppliers, manufacturers, warehouses, distribution centers and distributors in order to minimize the cost of the entire supply chain system under the condition of meeting a certain level of customer service. The management method of product manufacturing, transshipment, distribution and sales organized together. Supply chain management includes five basic contents: planning, purchasing, manufacturing, distribution, and return.
SFA: Sales Force Automation (Sales Force Automation), is a business component of the CRM customer relationship management system. SFA is the scientific and quantitative management and distribution of each customer, each professional field, and each sales opportunity based on the actions of each person in the sales process; it can effectively support sales executives, sales staff to manage customers, and Tracking of sales opportunities; able to effectively sell norms and realize teamwork.
SPU: Standard Product Unit (Standard Product Unit). Commodities with the same attribute value and characteristics can be called an SPU.
SKU: Stock Keeping Unit.
SQL: Sales-Qualified Leads. Compared with MQL, it is more likely to form a single order. The judgment standard is more than MQL, including budget, project cycle and estimated remittance amount. Different teams have different SQL judgment standards , usually SQL rep sales can be attributed to their own pipeline.
Scan code collection: an online mobile collection tool that supports scanning QR codes to collect money, and the account will be credited to the corporate account and stored in the corporate wallet.
Approval process management: In order to ensure the strict implementation of rules and regulations within the customer enterprise, the enterprise can configure the approval rules through the approval process, and approve the data and operations in sequence according to the approval rules.
Business opportunity sales process: The business opportunity sales process can set different sales stages for different products or customer characteristics, define the tasks of each stage, and the win rate of each stage; also configure the after-sales service process that needs to be executed
Deletion: Only the CRM administrator can delete obsolete data, and the data cannot be recovered after deletion.
Lock: In some cases, the user hopes that the data cannot be modified to ensure the correctness of the data and the status of the record at that time. The data can be locked by pressing the lock button, and all employees in the locked state cannot modify it.
Data rights management: It can control the scope of employees' visibility of CRM data.
Data sharing: refers to the sharing of data that is fully responsible for an object (such as a customer) of a certain department/employee (data source) with a certain department/personnel or user group (sharing scope).
Upstream companies: usually refer to paying companies that have purchased Internet quotas. Upstream companies can create FenShare corporate accounts for their partners and initialize members. If the partner already has an enterprise account in FUN, the partner can fill in the invitation code of the upstream enterprise to establish the enterprise interconnection relationship.
Business opportunity: It is the follow-up process of making a deal with a customer. If it is a corporate customer, a complete sales cycle probably includes product consultation, quotation, plan evaluation and the final win or loss.
Sandbox: The sandbox environment is a copy of the production environment. When creating a sandbox environment, the sandbox environment will copy the snapshot of the current production environment, including the configuration of the production environment, custom development content, permission structure, etc., but excluding business data. After the sandbox is created, it is independent of the production environment, so operations performed in the sandbox will not affect the production environment, and any changes in the production environment will not be automatically synchronized to the sandbox.
Sandboxed changesets: A changeset is a packaged collection of metadata. The role of change sets is to send metadata from one environment to other related environments for deployment.
Private domain traffic: Users who consume repeatedly, the traffic does not need to be paid, and can be accessed at any time. Users who are deposited in official accounts, WeChat groups, corporate WeChat and other self-owned channels are similar to fan traffic.
SEM: Search Engine Marketing (Search Engine Marketing), Internet marketing on search engine platforms, is usually considered equivalent to search engine paid promotion, such as Baidu promotion.
SEO: Search Engine Optimization (Search Engine Optimization), using the rules of search engines to improve the natural ranking of the website in relevant search engines, the better the search engine optimization is, the higher the page ranking is, and there is no advertisement at the end of the search results Two-word search results.
Event: Refers to the behavior of users on APPs, websites and other applications, that is, who, when, where, in what way, and what they did.
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Statistical field: refers to the data summary scenario that automatically counts related cross-objects through this field.
Refund: Refund refers to the situation that customers are refunded for various reasons in the actual marketing process of the enterprise.
Return form: The return form is generally used for the goods purchased by customers. Due to errors or quality problems, the documents need to be returned to the enterprise.
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UV: unique visitor (Unique Visitor), if it is judged based on the browser's "cookie". If the browser cookie data is not cleared, even if multiple IP switches are used to log in to a website, it will only be counted as one visitor.
UTM parameter: It is the abbreviation of Urchin Tracking Module, which is a functional module developed by Urchin Company. Google acquired Urchin in 2005, and GA continues to use UTM to track the activities created. Now it has been used by the industry to uniformly track traffic sources. You can set corresponding UTM parameters on the target page URL on the advertising platform. The most common UTM parameters are defined as follows:
- Ad Source (utm_source): Used to identify the traffic source website, search engine, or other source. Example: utm_source=baidu
- Advertising Medium (utm_medium): Used to identify the medium, such as email or CPC. Example: utm_medium=cpc
- Ad Name (utm_campaign): Used to identify a specific product promotion. Example: utm_campaign=B2B_CRM system promotion
- Ad content (utm_content): Use utm_content to distinguish ads or links pointing to the same URL. Example: utm_content=logolink
- Ad keywords (utm_term): Common words used in paid keyword ads or alt text for link names and images. Example: utm_term=CRM
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WeChat Service Account: It is an account type of WeChat Official Account, which aims to provide services and user management capabilities. The WeChat service account is suitable for organizations, and the messages of the service account will be displayed in the conversation list.
Network disk: the company's exclusive network disk and personal network disk.
Weilian service account: Weilian service account is the ability to sell products to customers. Only through Weilian service account can companies get through the WeChat service account and provide terminal customers with a seamless and efficient customer service experience before and after sales. The whole process automation of customer business communication and problem handling.
Uniqueness rule: When importing data in batches, it is used to judge whether the imported data is duplicated with the existing data in the system, and the weight judgment rule can be customized.
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Create: refers to the employee creating a piece of data information under a certain object, and clicking the New button will pop up the layout interface corresponding to this object.
Related team data permissions: Each piece of data can add related team members, and all members of the related team can see this piece of data.
Downstream companies: or partners, companies that have business dealings with upstream companies, such as subsidiaries, lower-level agents, suppliers, stores, etc. Partners usually do not need to purchase interconnection quotas, and can establish interconnection relationships with upstream companies by filling in the invitation codes of upstream companies.
Sales leads: Sales leads are the original information obtained from the initial contact with customers, which can be business cards obtained from exhibitions, telephone numbers obtained through promotional activities, or simple customer information obtained from meetings, advertisements, external purchases, etc., and then through Management and follow-up can be converted into customers.
Lead pool: Lead pools are formed by combining leads in different industries and regions or in other ways, such as lead pools in Shanghai, lead pools in Beijing, lead pools in the education industry, and lead pools in the financial industry.
Sales process: A set of sales solidification process formulated to standardize the sales process of enterprises, to help sales staff execute and close the process step by step and stage by stage.
Sales order: A sales order is a sales agreement signed between an enterprise and a customer. The sales order realizes the communication between the enterprise and the customer, realizes the customer's request for the goods to be sold by the enterprise, and is also a kind of sales from the enterprise to the customer. promise. Through the maintenance and management of order information, the company realizes the planned control of sales, so that the company's sales activities, production activities, and procurement activities are in an orderly, smooth and efficient state.
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Employee point system: Through the employee point system, administrators can configure the rules of point rewards for employees in their daily work, and view the employee point rankings, so as to improve employee enthusiasm and improve corporate performance.
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Preset objects: The native built-in objects in the CRM system are called preset objects.
Business type: In the same object, enterprises may be divided into multiple types, which can be viewed by different roles for different types.
Reference field: Field references across objects are supported and cannot be modified.
Validation rules: Refers to setting validation rules for the creation and editing operations of an object to control whether business data that does not meet the requirements can continue to be created.
Email template management: Customize email templates for each object according to the business needs of the enterprise.
Business Process Management: Business Process Management is a set of business processes sorted out by enterprises. The essence is a management method for a topic/event, multi-party personnel participate and complete related tasks in sequence, continuously monitor the execution process, and continuously analyze and improve.
Business activity: When the process reaches a certain node, it is used when employees are required to perform specific operations (editing/replacing the person in charge/creating a new associated object, etc.).
Application node: A node that can trigger work order assignment/service evaluation/field planning/external enterprise processing processes.
User Groups: Add multiple employees to a group in CRM, regardless of the department of the organizational structure. It is mainly used to quickly select users in batches or select users who use roles for a certain type of business.
Business function permissions: Function permissions can be configured for all CRM objects to control the visibility of employee object entries and the operation permissions for business data.
Invitation code: The invitation code is an effective identity verification code for establishing interconnection between enterprises. Only paying enterprises have enterprise invitation codes. Other companies can establish a connection relationship with the company by filling in the company invitation code of a paying company.
Application administrator: A type of user role that has application management permissions. The administrator of each interconnected application (notification, network disk, ordering) shall be designated by the interconnection administrator. Only paid businesses have app administrators.
Pre-deposit: Pre-deposit is the prepayment paid by downstream distributors, dealers, agents, customers, etc. to upstream suppliers in advance. It can be a deposit, deposit, part of the payment from the project, etc., which is used to offset the daily order payment .
User behavior path: The behavior trajectory of users on platforms such as websites or apps, such as visiting pages and clicking buttons, will be recorded to form a behavior path.
User grouping: User grouping is about labeling users, and clustering users with the same characteristics and behaviors is used to refine operations. Compared with user stratification, there is no obvious level, and the purpose of grouping is stronger.
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User-defined functions: User-defined functions can update data in relevant CRM modules or third-party applications by executing simple program scripts, and can perform data verification judgments and execute actions. When records match workflow standards, the workflow engine Automatically trigger custom functions and update CRM records. With custom functions, you can use the function editor to write program scripts, associate them with workflow rules and automate business processes.
Main Department: Refers to the main business department of the employee. There can only be one main department of the employee, and it must be filled in.
Custom objects: In addition to the preset objects in the system, enterprises can create custom objects (modules) according to their own business needs; the objects customized by enterprises are called custom objects.
Field: The specific information content of each object is carried by the field, so the field is an important part of the object. There are many types of fields (single-line text, single-choice, multi-choice, mobile phone number).
Field dependency: refers to the front and rear dependency between a radio field and another radio field in the same object, and the optional value of the subfield depends on the value of the parent field.
Main attribute: Each object has a main attribute field. Currently, the system supports two types of main attribute fields: single-line text and auto-increment number. When [viewing/importing/exporting] data across objects, only the main attribute fields of the object will be displayed.
Master-slave relationship: supports the definition of a special master-slave object association relationship, and the data permissions of the subordinate objects are controlled by the data permissions of the master object. When the company's actual business requires the master table and the detail table to be created at the same time, the master-slave relationship will be used to facilitate the master table to count the detail table data.
Smart form: A smart form is an external collection method for a certain object, which can widely collect data in three forms: QR code/link/web page embed code.
Automatic node: When the business process is executed to this node, the system needs to automatically perform certain actions.
Level-by-level approval (fixed number of levels): No matter which department employee initiates the approval, it will go up several levels.
Level-by-level approval (fixed level): Approval to a fixed level, no matter which department employee initiates the approval, it needs to go through the person in charge of the department at the same level, the person in charge of the department at the next level, and up to the set approval level.
Conversion: Each lead information can be converted into (customers, contacts, business opportunities) at the same time. This ability is also known as Clue One to Three.
Invalidation: If the data in the object is invalid, the data can be invalidated. After invalidation, only the CRM administrator can see it, and the CRM administrator can restore or delete the invalidated data.
Primary role: When assigning roles to employees, when an employee has multiple CRM roles, the primary role to which the employee belongs can be specified. The main role is used in the object. When an employee has multiple types, it will be displayed according to the type and layout supported by the main role.
Field-level permissions: Control the visibility/editability of a field for a role.
Read-only: Means: people with permission can only view it and cannot edit it manually. Applied to read-only for a field, read-only for all data in an object, and read-only for a piece of data.
Landing page: also called landing page (landingPage), the first page that visitors see is very important for advertising. The quality of the landing page determines the conversion effect of the advertisement.