1. Sales management
1. Evaluation of advertising investment
The "Advertising Account" field is added to the marketing activity object, and the keyword delivery plan and keyword delivery details objects can refer to this field to realize data analysis and facilitate marketers to evaluate the delivery effect of different advertising accounts on the same advertising channel.
*Note: This ability is controlled by liscese and will be released after opening the marketing pass
2. The behavior record object supports hiding in the layout
- Behavior record objects support new creation, editing, and exporting;
- The layout of the clue details page supports the release of the "behavior record" component, according to actual business needs;
- The thread related object list supports new behavior records.
* Rules for distributing behavior record objects: 1. Ultimate version and above are automatically activated; 2. Automatically activate after purchasing the "Automatically Identify Duplicate" app separately.
3. When leads are converted into business opportunities, multiple conversions are supported
Main lead of business opportunity The associated data range is optimized to lead data of {status=converted}. (Before: The linkable scope of the main lead of the business opportunity is the lead data that has been converted and has not become the main lead of other business opportunities)
It needs to be used in conjunction with the implementation plan: configure the mapping relationship of lead conversion to business opportunity 2.0, and create a new [Convert to business opportunity 2.0] button under the lead object.
4. When initializing the clue pool/high seas, the parameters are set in batches
When initializing batch configuration pools, the corresponding parameters support matching settings.
5. Sales records and related teams are automatically brought in when leads are converted
Sales records and related teams are brought into Contacts and Opportunities 2.0 when leads are converted, which is selected by default.
6. Customer transaction status can be customized
The transaction status field supports adding custom option values. Transaction rules, under the preset transaction rules, you can choose to enable the action change after the flow is supported.
7. Select the data page, and the product list will bring out the matching price list price
- On the Business Opportunity 2.0/Quotation/Order Selection Data page, the [Price List Price] field is added to the product list (this field does not support sorting, filtering, and filtering), and displays the price list price in the price list with the highest priority for product adaptation.
* Note: [Price List] and [Enforce Price List Priority Optimum Price] switches must be turned on at the same time
- Opportunity 2.0/quote/order selection data page can be displayed in [tile structure] or [tree structure].
* Operation entry: Management>>Default Object Management>>Product>>Product Category>>Classification Structure Style
* Both the web and mobile terminals take effect at the same time
8. Copy the price list and copy the price list details at the same time
The price list copy copies the price list details at the same time.
* Note: Save and copy the price list details. The copying of the price list details is asynchronous processing. After the background processing is completed, it will be prompted in the CRM reminder.
9. CPQ: sub-product matching page, the searched products are highlighted
On the sub-product matching page, the searched products are highlighted.
10. Fixed combination promotion, multi-level free promotion and fun fancy promotion
- The CPQ product adapts the price policy and supports the promotion of the parent part for this product; at the same time, the CPQ product combination configuration supports setting the allocation ratio of the price adjustment of the parent part to each component part, and the discount amount of the parent part can be allocated to each component part.
* When the product and quantity of the component parts are not changeable, the promotion of the parent part is a fixed combination promotion.
- The same price policy supports multiple rules to use the same free combination of this product, thus supporting multi-level free combination promotion.
2. Service Management
1. New function of service process
- The service process has added functions such as rejecting orders, transferring orders, and receiving orders, and supports service groups and engineers to flexibly accept orders, reject work orders or transfer work orders to other engineers according to the current situation.
- Service process WeChat service account notifications and applet notifications support enterprises to flexibly customize content.
2. Add SMS evaluation for service evaluation
Added SMS evaluation for service evaluation, and optimized support for judging whether it matches a work order customer.
3. Small programs for service objects
The main objects of the APP-side service communication business are work orders, equipment, spare parts consumption, and return and pick-up orders. The app-side work order, equipment, etc. list page and search related page support full-field search.
4. Knowledge Base
The knowledge base has added the role of knowledge base entry officer, and the knowledge base administrator can quickly publish the knowledge base; support the first-level and second-level classification to add knowledge base content at any time, knowledge base query page, and the latest and hottest menu add open and close buttons.
5. SLAs
SLA is added to trigger the execution of custom functions, and enterprises can flexibly customize the actions after the timeout of the work order process.
6. Work order management
The work order phone supports filling the customer phone number by default, and the work order assignment supports pinyin search.
3. Channel management
3.1 Order Express
1. Perfect account verification rules
Account verification rules support triggering of field changes, adapting to verification in more business scenarios.
3.2 Proxy Link
1. Partner self-registration
Users can independently register an enterprise account through their mobile phone number and use the inter-agent communication service.
2. Agent Tongzhong supports the setting of field work plans and refers to the execution of field work
- Added a new connected field 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. You can view the custom search association partner field in the proxy pass
The upstream customizes the field to search for the associated partner, which is released in the layout and has field permissions, and the downstream can view, create, and edit in the proxy pass.
4. After the approval is initiated in the proxy pass, the external personnel will be displayed
The approval initiated by the downstream supports the display of the name of the downstream initiator in the foreground.
5. Phase propeller distinguishes upstream and downstream
The downstream can only initiate the phase booster of "enabling the interconnection process" in Proxy.
3.3 Invoicing
1. Sales order
- After the purchase of Tradelink, the interconnection between upstream and downstream enterprises has been established. After the upstream sales order is confirmed, the corresponding purchase order will be automatically generated downstream.
- After setting the corresponding parameters for automatically generating invoices, when the sales order is confirmed, the corresponding invoices will be automatically created to complete the delivery.
2. Invoice
Purchased Shangmaotong and established the interconnection relationship between upstream and downstream enterprises. After the downstream dealers confirm the receipt of the upstream invoice through Ordertong, the system will automatically generate the corresponding purchase order in the downstream and increase the inventory. .
3. Purchase returns
- Added a purchase return module to handle the return business after purchase. After the return is confirmed, the corresponding inventory will be deducted.
- The downstream distributor submits the purchase return application on the manufacturer's portal. After the upstream review, the upstream returns and exchanges are generated to increase the inventory; the downstream purchase returns are generated and the inventory is reduced.
4. PaaS platform
4.1 Object customization
1. The mobile list page layout supports table layout
- The master and slave of the mobile terminal are newly created at the same time, and the slave object supports table mode and card mode;
- Mobile list page & related object list & selected data list support switching table mode and card mode.
2. The scene supports displaying by summary field on the mobile terminal
- The display fields on the mobile list page can refer to the configuration in [Scene Management-Mobile Display Fields];
- The scene management under object management can display the last modification person and the last modification time.
3. The positioning field supports automatic positioning and backfilling
Positioning (including positioning in the country, province, city) supports configuration: automatic positioning and backfilling, and supports configuration of the optional range of positioning.
4. Optimization of draft box ability
- When saving a draft with no main property fields filled, the draft title appears as the first field filled.
- The default value fields that have been manually modified when editing data in the draft box are not recalculated by default when saved;
5. The print template supports printing referenced pictures
Print templates support printing reference fields that reference images.
6. The edit button supports displaying after conditions are met
The edit button supports configuring display conditions.
7. Relevant object list page display optimization
When "Only display existing data list" is enabled in the background, only the data of existing business types will be displayed.
8. Update import to support specifying any field as a unique value
When updating the import, any field can be selected as the unique value for the data import identification method.
*Note: Any field only supports setting the field property as non-repeatable. The supported field types are single-line text, auto-increment number, mobile phone, email, and URL.
9. Management background log management optimization
Management background log management, integrated into management log, operation log, login log, and supports filtering.
- Management log: manage background related operations, including object management operations
- Operation log: record the behavior of foreground object-related operations
- Login log: login log, abnormal login log
10. Enterprise Security Settings
The enterprise security setting has added the [Access Restriction Setting] function. Enterprise managers can set the IP range for the organizational structure or personnel, and stipulate that only one or some departments and personnel can log in to the system under the set IP range.
11. Add whatlist type field, support to associate multi-object and multi-data
Added support for whatlist type fields, and multiple pieces of data under multiple objects can be selected for association.
4.2 Process customization
1. Optimization of pending business flow page
- The list adds shortcut operations, which can be quickly triggered, obtain information and complete task operations;
- Support filter field exposure (associated object, initiator, start time);
- Waiting for my processing and I have processed are filtered separately. When switching, the original screening configuration is retained.
