1. Marketing Management
1. Add traceability coupons
- It supports the closed loop of coupon information generation, issuance, collection, and write-off, and can use data reconciliation, coupon information query and other supporting functions to complete coupon management operations.
- Multiple types of coupons are supported: discount coupons, discount coupons, and commodity exchange coupons.
- Supports coupon collection scenarios for members and downstream partners.
2. Added the sidebar of Qiwei Marketing Assistant
It supports quick sending of "marketing materials" and "promotion tasks" to designated customers. You can edit customer labels, push marketing materials to customers, and view all marketing behavior records of this customer in the sidebar of Qiwei.
3. Unified promotion channels
Added promotion history saving, which can quickly obtain previously generated promotion delivery records. the
4. New function of micro page
- Added conference landing page templates for some industries in the micro-page.
- The multi-select component supports other option configurations.
- In the micro-page settings, it is supported to set the access page label, which will be automatically marked when the user visits.
- When creating a new conference marketing, it supports map positioning selection; micro-page component text, buttons, and pictures support actions after jumping to the map.
5. Optimization of marketing activities
- For the leads stored in CRM by Marketing Communications, if there is no promoter, the creator of the leads is the person in charge of marketing activities, not the "system".
- Update the thread storage logic: first compare the submitted information with the mobile phone number. If the mobile phone numbers are the same, they will be merged into one participant. If the mobile phone numbers are different, then follow the thread to check the duplicates. automatically associated.
- Registration settings for live broadcast events and event marketing support a unified registration deadline, and customers are not allowed to register after the registration deadline.
6. Newly added all-staff promotion data permission configuration
It supports specifying an employee to view the promotion result data of employees in other departments (since the promotion records are not object-stored in the CRM, the Marketing Communications side does not support promotion-related data permission settings, and the superior sees the subordinate by default).
2. Sales management
1. The contact relationship graph supports hierarchical display
2. Marketing attribution supports evaluating the contribution of marketing activities to orders
【Function】
- Support analysis of contribution to orders by market activity;
- Optimize the attribution ratio assignment rules in special scenarios;
- Support recalculation of attribution results for a single piece of data or all data;
- The original "Marketing Attribution" function was renamed as "Business Opportunity Source Lead Setting, and the menu was moved to Business Opportunity Management.
3. Added follow-up records of clue process to help refine management
- The clue process follow-up record is released in the default object;
- Supports adding custom fields and assigning values automatically through functions.
4. Lead follow-up rules support the association of senior field workers
- The lead follow-up rule supports associating "advanced field work";
- Three follow-up behaviors can be set including "new field check-in", "complete field" and "release sales record", and based on the change of "follow-up behavior" to affect the lead's "last follow-up time", and then affect Lead recovery time.
5. Business opportunity 2.0 level components are supported under the business opportunity 2.0 object
- Business Opportunity 2.0 has added the business opportunity level function, and at the same time, you can configure the business opportunity level display field in the layout.
- Added the "Employee Commitment Win Rate" field;
- Support the import of business opportunities and business opportunity details master-slave together;
- The field of business opportunity search related customers must be filled and optimized. It is no longer checked whether the current business opportunity is related to the quotation and order. After the configuration is not required, it can be modified.
6. Business inquiry access to new partners
- Added access to Dun & Bradstreet Global Enterprise Information Query (supporting business objects: leads, customers, enterprise database, customer master data, partners)
- Added access API to directly call Tianyancha business information (supporting business objects: leads, customers, enterprise database, customer master data, partners).
* Note: The data interface needs to be purchased separately
7. Product classification objectification
- Added the default object "Product Category";
- Product classification adds multiple types of fields such as pictures, text, numbers, etc., with standard object capabilities;
- As a standard object, product classification can be searched and associated, and product classification can be referenced to facilitate the realization of product classification statistics and other functions;
- The maximum number of original categories is 2000, and there is a quantity limit. After the product category is objectified, the quantity limit will be broken.
8. Optimization of the task page in the business opportunity stage
The display optimization of business opportunity task page information reduces the gap between the upper and lower fields, adds task completion progress next to the task title of this stage, and adds an "expand, collapse" icon before the stage advancement name.
3. Service Management
1. Optimization of work order to-do function
- Newly added to-be-assigned, to-be-processed, to-door-to-door, and to-approval menus, the to-do list is mini-programmed, and the to-do list process button is supported to be exposed.
- Support shortcut keys for clicking address navigation and making calls in the to-do list, allowing you to quickly navigate or contact customers.
2. Add online customer service
Added an online customer service automatic reply assistant. After setting the automatic reply rules, visitors can get automatic reply messages by entering keywords.
3. Ding Ding version of the service is online
DingTalk has launched a sharing service application, and customers of DingTalk channels can directly use the service business.
4. Channel Management
4.1 Proxy Link
1. Partner target management
Support setting goals for partners and checking their completion, including:
- Added a new assessment dimension to target rules - partners;
- The partner theme supports target analysis, and with the partner viewing permission, you can view the target value and completion value set for the partner.
2. Agent Tongzhong supports the setting of field work plans and refers to the execution of field work
- Added a new application, which can set field rules, field types, and field actions for external personnel;
- Upstream channel managers can formulate field rules for partner members and view field execution data of partner members;
- Downstream partner members can formulate field work plans and execute field work in Agent Communication.
3. External related team members can be reminded when they are added/removed
Relevant external team members of Duoyong are added and removed, and the downstream can receive reminders in Duoyong_Business Notification.
4. The smart form supports fields such as partners and external persons in charge
The smart form supports partner, external person in charge, and external source fields as preset items.
5. Replace the external person in charge, and optimize the authority of the original external person in charge
When changing the external person in charge, it can be configured to turn the original external person in charge into an ordinary member or remove it.
* Note: Among the external team members, those with read-only authority cannot change the external person in charge
6. Approval flow supports upstream and downstream reminders
Internet approval, support upstream and downstream to urge each other, the downstream approver supports the upstream and downstream in the proxy pass, and the upstream approver urges to support the selection of the downstream.
7. You can view the attachments in the reply in the proxy pass
It supports the approval in the proxy link, and the attachments/pictures uploaded by the upstream when replying to the approval can be viewed, previewed, and downloaded downstream.
4.2 Invoicing
1. New spare parts inventory management
Added a spare parts inventory management module to support spare parts warehouse, spare parts inventory, spare parts storage, spare parts delivery, spare parts allocation and other businesses.
2. Added negative inventory plugin
Added a negative inventory plug-in. After opening this plug-in, the actual inventory is negative and it is allowed to leave the warehouse.
3. Inventory list optimization
The inventory product type of the inventory list can adjust the option order of the inventory product type. For example, in the fast-moving consumer industry, you can set priority inventory batch products.
4.3 Internet Platform
1. Objectification of Internet Enterprises and Internet Users
- Internet Enterprise: Customers and partners can be selected to create Internet Enterprises, with or without tenants. By default, the tenant-less downstream is created. When there is a channel version of the upstream quota package, you can activate the corresponding version of CRM, or you can upgrade the tenant-free downstream to have tenants. If an Internet enterprise wants to use AgentPass and other Internet applications at the same time, it needs to associate both customers and partners. The creation of the Internet of Things is consistent with the creation of standardized objects.
- Connected user: Select a contact under a customer or partner to create a connected user. Administrators can create enterprise-type Internet users, and self-registration supports individual-type and enterprise-type Internet accounts according to the parameters set by the Internet.
- Upstream enterprises: Downstream enterprises with tenants manage their Internet accounts, enter the upstream enterprises, and view the details of the upstream enterprises for management.
- It supports opening interconnection accounts among customers, contacts, and partners, and assigning related interconnection roles.
5. PaaS platform
5.1 Object customization
1. Improve the ability of translation workbench
The translation workbench supports translation of group names, page header names, and field descriptions.
2. Object supports "common option set"
The object supports the [General Option Set] function, and the option values of single-selection and multi-selection fields can refer to the common option set, which greatly improves the efficiency of implementation configuration.
3. CRM tenant-level user usage analysis
- Added default objects: [login usage] [object usage];
- CRM tenant-level user usage analysis, administrators can turn on the login and object switches that need to be analyzed on the [Employee Usage Analysis] page under the [Enterprise Log] menu, and the system will generate corresponding objects to store their data. You can configure about this in the BI report Analysis report for the object.
4. The universal button "Save" is renamed to "Submit"
The universal button "Save" is renamed "Submit". The meaning of "Save" is inconsistent with the meaning of many customer products. Save is actually temporary storage, and submission is the review.
5. The mask field can be customized to mask and display the role
The mask field can be customized to remove the mask to display the role. For the mobile phone and amount fields, when [Whether to mask and display] is Yes, the configurable ability of [Remove the mask to display the role] is enhanced, and the role dimension configuration is added.
6. The percentage field supports setting decimal places
Percentage fields support setting decimal places.
7. UI event capability improvement
- UI events support controlling the display and hiding of slave object business types;
- Support for hiding option values;
- UI events can control button display/hide;
- Support to control the read-only and hidden fields of slave objects. When editing records, some fields of slave objects are not allowed to be modified;
- The UI event can specify the error prompt display position & clear the error prompt of a specific field.
8. Print templates support word format templates
The print template supports word format templates.
9. The object display field supports whatlist relationship
Object display fields support whatlist relationships.
10. The attachment field supports configuring the upload method
The attachment field supports configuring the upload method.
11. The optional data range of statistical fields supports finding related fields
The optional data range of the statistical field is released to search for associated fields as filter conditions.
12. The void button supports custom input fields
The void button supports custom input fields.
13. Added mailbox login method for Funshare account login
Added email login to the FunShare account login method.
14. Relevant team data permission interaction optimization
- Switch between different related team roles, set the data permissions of different related objects under the current object, this configuration supports memory;
- The configuration of all relevant team roles is saved centrally.
5.2 Process customization
1. Approval roles support customization
Process node process person selection control, add "approval role label", support for setting approval department permissions for custom roles, and reviewers for different departments can be set for different roles.
2. Approval flow: when the process initiator and processor are the same, it can be passed automatically
When configuring the approval flow in the background, the process node allows setting "the current node approver and the process initiator are the same person, automatically pass".
3. When processing approvals in batches, approvals with required items cannot be processed
When selecting multiple approval to-dos in batches for processing, if the approval node is configured with "Required Approval Content", batch processing will not be possible, and the system will prompt the number of to-dos that cannot be batch-processed, displaying "X to-dos have been successfully processed , failed X items, a total of X items"; and the reason for the processing failure.
4. Business flow: APL function can be customized when terminating the process-post-action
When defining a business flow, the action after terminating the process - the action after adding, supports adding "execute APL code".
5. Business flow: edit slave objects, support selection of default slave objects
In the business activity node, select to edit the slave object, and set the slave object entered by default.
6. Create associated objects in batches, support saving and completing
Create associated objects in batches_When creating associated objects, it supports saving and completing.
7. Business flow to-do list, support card mode
Business flow to-do-list, supports card mode.
8. The task landing page of the business flow displays the detailed information of the object
The business flow-task landing page is optimized to display the detailed information of the object and the details of the object to speed up the decision-making process and processing speed of the process.
5.3 Interface Customization
1. The mobile startup page supports customization
The startup page is customized. In order to adapt to different models of mobile phones, it is necessary to upload a picture of a specified size (width x height), all in pixels (px); jpg and png formats are supported, and the size of the picture does not exceed 1M.
2. Mobile page layout supports bottom navigation
The mobile page layout supports bottom navigation, the applet engine supports tabs, and the platform side is supporting the Fanxiang applet. We also consider a solution that is compatible with WeChat applets.
* Note: Only OrderPass is supported.
3. Channel portal adds custom menu items
The interconnection side supports custom menus and reuses platform custom menu capabilities.
4. The detail page layout template supports two styles
- The layout of the details page supports switching layout templates: you can choose the banner column or the left and right columns;
- The layout of the details page can be configured whether to display the label entry.
5. What you see is what you get in mobile list page layout
The layout of the list page on the mobile terminal is consistent with the UI style of the mobile phone and the front desk.
6. Data intelligence platform BI
1. Global setting function adjustment
- Optimize the display of the original global settings;
- The original setting of "Whether to view the ranking index value on the leaderboard" is migrated to the global setting;
- Added 4 settings for business opportunity 2.0 stage conversion analysis preset chart custom data range, configuration value display format, selection of conversion rate display and selection of skip status.
* Note: The roles that can configure this function: report administrator and CRM administrator.
2. The report supports custom calculated columns
Ordinary reports support the function of adding custom calculated columns. You can set calculated columns for the current report, and you can continue to set the statistical method for the added calculated columns.
3. The report header supports modifying the field name
Ordinary report headers support modifying the field display name and the exposed object. The original field name, the modified field name, and the object information of the field are displayed after hovering the mouse and clicking the drop-down selection.
4. Global screening is supported in cockpit projection mode
Global filtering is supported in cockpit projection mode.
5. KPI card supports configuration icon display
A new [Advanced] button is added to the KPI card indicator configuration, and the display icon can be set after it is turned on.
7. Business collaboration
1. Improve schedule ability
The calendar view supports multi-object access: it supports multi-object access to the calendar view independently, which is convenient for enterprises to manage work portals through the calendar.
2. Log ability improvement
When viewing historical logs/weekly reports, it supports one-click copying and creating new logs/weekly reports.
3. Improvement of corporate credit ability (gray scale)
- Integrate CRM reminders and work reminders into Enterprise Credit, aggregate and display CRM and work notification messages
- After the Qixin graphic message is withdrawn, it can be edited again;
- Qixin search, supports searching by adding spaces between the pinyin of the person's name, and marking the current search results
- Qixin-Picture tab, when viewing pictures up and down, supports viewing in forward and reverse order