1. Marketing Management
1. Continuous optimization of market activities
- Marketing automation: The three major event scenarios (event marketing, conference marketing, and online live broadcast) all cover and support marketing automation. Access triggers can initiate actions such as tagging, sending emails, text messages, or official account messages after the user accesses content or submits a form.
- Data analysis: The three major event scenarios (event marketing, conference marketing, and online live broadcast) support data analysis, and you can view the ranking of channel promotion, employee promotion, and content effect of the current event.
- SOP Kanban: Standardized marketing workflow. You can customize the activity stages and the specific items in each stage, and assign the items to an employee in the form of tasks to ensure that the activities are carried out on time and as planned. Organize and manage the progress of activities through the SOP Kanban.
2. Marketing channel optimization
- Added 2 default channels of "Official Account" and "Others" for content delivery channels.
- Official account: used for launching the official account channel;
- Others: Applicable to non-generic, commonly used custom channel delivery.
- Official account channel QR code automatic reply supports the development of reply content delivery channels
- Support data analysis of promotion channels
3. Small program employee workbench and external links
- Supports obtaining external links of WeChat Mini Programs.
- Support employees to access the employee workbench through a small program, and employees can complete all-employee promotion tasks and content promotion in WeChat.
- hosting applet
- Supports the automatic submission, review and release of the version update of the mini program that the enterprise is bound to Marketing Express
- The mini program business card supports the customization of business card page navigation, and enterprises can customize the content display on the employee business card page
- Small program business card support The administrator can lock the employee business card to display information externally, and the employee will not be allowed to modify it after locking
- The mini program business card page supports column name customization
[Note]: After the enterprise's own small program is bound to the marketing, when the version is updated, the system will automatically submit for review and release, eliminating the need for manual operation
4. Content Center
- Added image gallery.
- Added support for the image library, where marketers can manage their frequently used image materials.
- Supports local upload and online production, online access to maker post design tools, and provides a large number of exquisite scene templates and copyright materials.
- The application scenarios of picture content such as micro-page content and conference cover can be selected as picture materials in the enterprise picture library.
- company files
- 【Documents Promotion】upgrade to 【Company Documents】, where you can manage market materials, such as solutions, white papers, event PPTs, etc.
- Click on the micro-page to view information, download information, and switch [Get content from the company network disk] to [Get content from company files].
- Micro Page Optimization
- Click on the micro-page or the action after the form to add support for private message consultation, and support designated employees to receive and process customer message consultation
- Micro-page interaction experience optimization: component drag and drop interaction
- Multiple selection of pictures is supported in the slideshow component
5. Rights management
- Marketing Communications uses the member's Marketing Communications function menu permissions in Marketing Communications permission management settings.
When a user is added or removed in Marketing-Privilege Management, the CRM role will be added or removed automatically.
- CRM uses members to add or remove [Super Administrator] permission roles, and automatically adds or removes crm [Market Administrator] roles for them;
- When marketing users add or remove other permission roles, the crm [marketing personnel] role will be automatically added or removed synchronously;
- Marketing Communication uses members to add or remove the [Official Account Operation] permission role, and the crm [Official Account Operation] role will also be added or removed synchronously.
- Functional operation permissions and data permissions follow CRM role business function permissions and data permissions (mainly including: marketing activities, event members, marketing activities, marketing dynamics, sales leads, WeChat users, corporate WeChat customers, etc.).
When the marketing pass is activated, the function rights of marketing related objects such as marketing activities, marketing trends, WeChat users and other objects are automatically added to the CRM market roles [market administrator] and [marketing personnel].
2. Sales management
1. Lead conversion page, data verification
When a lead is converted to create a new business opportunity, the [Customer Name] field in the business opportunity is exposed, and the customer name in the business opportunity depends on the converted customer.
2. When creating/editing a business opportunity, the customer name is optional
The customer name field in the business opportunity can be set as optional.
3. The number of business opportunities varies from person to person
Supports setting fixed and dynamic number of business opportunities for employees, departments, and agents.
4. [Mobile terminal] "Save to mobile phone" contacts can follow the layout configuration
[Save to mobile phone] function on the mobile terminal can follow the layout configuration, if it is hidden in the layout, this button will not appear on the mobile terminal.
5. Market ROI preset report
- Newly added landing page and landing page access detailed objects, the access path is clearer, and the evaluation of landing page data indicators is more scientific.
- Compatible with a unified object acceptance scheme for both "keyword" and "creative" advertising data, so as to simultaneously undertake display advertisements and search advertisements. the
- The landing page data related to Marketing Link is connected with CRM, and falls under the relevant objects of [Landing Page], and is associated with marketing activities.
* This ability is an independent selling ability, which can only be used after opening the "Marketing Integration" application. Ultimate and above are included by default.
6. Optimization of contact rules for joint duplicate checking of clues
Remove the "clue name and contact name" plagiarism check condition from the joint plagiarism check rule for clues and contacts.
7. The product-related object list displays order products & invoice products
The list of related objects on the product details page displays "Order Product" and "Invoice Product", and only its list data can be displayed, and [New] or [Association] operations cannot be performed.
8. The product name of multi-specification commodities can be modified
For multi-specification commodities, after the specification value is selected, the product is automatically combined by Cartesian product, and the product name is automatically combined according to: product name + specification value, and the product name supports modification.
9. For products with multiple specifications, the specification value of some products is supported to be empty
When creating or editing a product with multiple specifications, the specification value of some products can be empty.
10. Attribute price list details support update import
Added and updated import of product attribute price list.
11. Open CPQ, select the default price list display rule for components on the data page
Open the CPQ enterprise, add the switch configuration in the background, and the user can choose the display specification of the component price list by himself.
- [Select price list for sub-part products following the parent part]: Which price list is selected for the parent part, and the sub-parts follow the price list of the parent part. If the sub-parts are not in the price list selected for the parent part, the priority of the price list will be brought out with the highest priority price list price;
- [The component products are brought out according to the priority of the price list in the sales range adapted by the customer]: the existing logic remains unchanged: whichever price list is selected for the parent part, the components are still in the sales range, and the customer is matched, and can be In the sales range, the price list and price with the highest priority of the price list.
* Operation entry: Management→Business Rule Management→CPQ Management
12. When CPQ is turned on, the order/quotation print template can only display the master part
Added printing configuration in the management background [Quotation orders only include master product when printing], the default is off, after opening, the print template will display the master part and not the component part.
*Operation entry: Management>>CPQ Management>>Quotation/Order only includes master product when printing
13. More component parameters support batch maintenance
The price can be edited, the quantity can be edited, the pricing mode, default selection, remarks, and enabled status can be maintained in batches.
14. More CPQ optimization items
- When the product is invalidated, the BOM tree structure is updated at the same time: after the product is invalidated, the product in the product combination is deleted from the product combination at the same time;
- Select the product page, and the sub-levels of the product selection page can be collapsed by default: the default is to increase the memory function. After this collapse, the next time you enter the configuration page, it will be in the collapsed state; after this expansion, the next time you enter the configuration page, it will be expanded. state.
- After synchronizing the product structure, set the "whether it is a product combination" of the product to Yes, and synchronize the product structure to the new product at the same time.
3. Channel management
3.1 Order Express
1. Customer account verification rules
【Description of core functions】
Advanced Capabilities for Client Accounts - Freezing and Deduction.
Note: The gray elements in the figure are inherent functions, and the yellow elements are new functions.
【Function enabled】
After the customer account basic capability is enabled, the verification function can be enabled.
3.2 Proxy Link
1. Proxy pass configuration guide and configuration entry integration
- Open "Add custom object entry" and application home page (Web&APP home page configuration) under the agent pass application
*Configuration entry: Management>>Internet Management>>Internet Application>>Agent Communication Application
- Added the ability of configuration wizard or usage guidance to guide manufacturers and agents to familiarize themselves with the system and use the system independently, so that they can get started with the system faster and play a real role in the system.
2. The salable scope is divided into upstream and downstream
Turn on the partner switch, the available range will be under the [Partner Visible] field, the default is [Yes], this field can control whether downstream partners can see the "applicable price list and products".
3. Sales records can be written in the agency pass @, copy to the same company personnel
- Downstream write sales records in agent pass: add @ and cc entries;
- Support @, Chaosang the company's docking person;
- When the agent communicates with @downstream personnel, he can receive a reminder in the business notification.
4. Added "External Source" field to the filter conditions of Clue Pool/High Seas Rules
The external source field has been added to the filter conditions of clue pool, high seas/non-high seas management leader rules/recycling rules/allocation rules.
3.3 Internet Platform
1. Added an enterprise group to the Internet account
Docking enterprises support management by enterprise group.
The business type of customers and partners is preset as the enterprise group dimension. Under this dimension, an enterprise group is generated according to the business type to which the customers or partners associated with the docking enterprise belong. Custom enterprise group dimensions and enterprise groups support adding and deleting docking enterprises.
2. Optimize the ability of interconnected characters
The basic role supports setting object function permissions;
All preset interconnected roles support adding interconnected users;
3. Interconnected roles - data sharing rights
Data sharing not only supports data sharing within downstream enterprises, but also supports data sharing between upstream enterprises and downstream enterprises. Supports data sharing by data source and condition-based sharing. Data sharing sources support: employees, departments, user groups, roles, and also support selecting objects and setting object conditions for sharing.
4. Internet settings - account activation settings optimization
Internet account personal account activation method supports salesperson activation, when the personal type account is not convenient to open self-registration, and needs to be bound after the salesperson creates the user, use this ability.
4. PaaS platform
4.1 Object customization
1. The option values of single-choice & multi-choice fields support color configuration
Added support for color configuration for single-select & multi-select field option values.
2. The object supports rich text type fields (grayscale)
All objects support configuring rich text type fields.
- An object has at most one rich text type field;
- Creating rich text type fields is not supported from objects;
- Objects with rich text fields cannot create a master-slave relationship;
- Maximum length: 131,072 characters (128KB).
3. Calculated fields support referencing personnel object variables, and support filtering at the same time
Calculated fields support referencing Person object variables, and support filtering at the same time.
* Operation entry: Management>>Object>>Add Field>>Calculated Field>>Calculated Settings>>Insert Field
4. Add personnel (multiple choice), department (multiple choice) type fields
- The personnel (multiple choice) field is used to select multiple personnel in the company;
- The Department (Multiple Choice) field is used to select multiple departments within the company.
5. The department field supports setting the optional range
Supports setting optional ranges for department fields, allowing manual settings and functions.
6. The positioning field supports backfilling townships
After entering the positioning information, the page will backfill the detailed address to the township to make the positioning more accurate.
7. Support the mixing of slave object components and main object form components
The new edit page supports multiple form components, and the fields in a form component can be dragged to other form components.
8. New/edit page UI events support page load event types
New/Edit Layout & Detail Page Layout-UI Events, Added [Page Loading Events] for event classification, the core implementation of the following two scenarios:
- Get context: Get the current object, current login person, current page source, current page information, etc.;
- Backfill interface information: backfill field information, page style.
9. The check-in component supports configuration and cannot manually modify the positioning
The check-in component supports configuring whether to manually modify the positioning.
4.2 Process customization
1. All processes support one-click copy
- Approval flow: copy and create a new one, you can re-select objects + trigger actions;
- Workflow: Copy and create new capabilities, support the same object, workflow copy of different trigger actions;
*Note: 1) Business flow: support copy and create, can modify the trigger action, only for the same object; 2) Stage booster: support copy and create, only for the same object.
2. Approval nodes can choose multiple groups of processors
- Ordinary nodes and task collaboration nodes support the selection of multiple groups of node processors, each group of node processors supports configuration conditions, and can set priorities;
- When multiple sets of conditions are met, the one with the higher priority will be processed, and default conditions can be configured;
Note: Up to 20 groups are supported, and currently a maximum of 20 conditions can be configured in each group
3. The first stage of the stage thruster supports entry conditions
- The stage propeller falls back to the first stage to support verification;
- The finalization phase supports the creation of Lookup objects.
4. Approval flow/business flow function permission support setting
- It supports setting the functional authority of the approval flow. Whether you can "view the approval configuration" and "view the approval opinion" is controlled by the functional authority.
- It supports setting the functional authority of the business flow. Whether you can "view the business flow chart" and "view the business process log" is controlled by the functional authority.
5. Process to-do migration supports selection of to-do data
Process to-do migration supports the selection of to-do data, that is, it supports the selection of different to-be-processed data for batch transfer to different personnel for processing.
4.3 Interface Customization
1. Customize the login page
The login page can be configured: corporate icon, login page background, advertising operation map, theme color, etc.
*Operation entry: Management>>Enterprise Settings>>Enterprise Information Settings
Note: Up to 10 custom login pages can be added, and the login page names cannot be repeated.
5. Business collaboration
1. Log objectification
Added preset object object - log, a new rich text field under the object layout, preset three layouts and business types: daily plan, weekly plan and monthly plan,
Four feed scenarios are preset: all, sent by me, commented, and to be commented. At the same time, it supports custom scenarios and business rule settings: scope of application, reporting cycle (day, week, month), setting reviewers and minimum Cc range.
2. Schedule objectification
- The schedule is objectified, and the ability is aligned with the standard business logic of the preset object;
- Participants can edit the schedule.
