1. Marketing Management
1. Add enterprise micro SOP
Qiwei Marketing has added an automated operation SOP, which can automatically push messages and issue operational tasks after setting trigger rules.
2. Added Qiwei circle of friends
It is supported to send Moments promotion tasks to designated employees on Marketing Communications, and the employees will then confirm and release the enterprise micro Moments.
3. Added welcome words
It supports adding greetings for friends in the marketing communication configuration. You can set different greetings for different employees, including text, pictures, applet content, etc. It supports automatically sending employee business cards after adding friends.
4. Added 53 fast server plug-in
Integrate 53 fast service customer service tools, and synchronize the clue information generated by 53 fast service to crm for follow-up.
5. Added QR code for customer acquisition
Support the use of dynamic QR codes of Qiwei and Official Accounts to connect visitors and fans of the official website, and WeChat customer identities.
6. Docking Polyway live broadcast platform
Added the docking of the Polyway live broadcast platform, which supports the live broadcast created by the associated Polyway platform, and opens up live broadcast registration, watch replays, and interactive data.
7. Other optimizations
(1) Small program micro-site
Provide industry templates, support one-click adoption, and quickly publish the entire site after editing the copy.
(2) Email marketing
Email sending supports attachments within 10M.
(3) Target group
The target group supports circle selection of custom objects.
(4) Traceable Coupons
Support multi-level promotion plan, the brand will issue a coupon promotion plan, and after the participation of downstream agents or channels, it can be issued to the lower terminal store, and finally the terminal store will write off the order when ordering.
2. Sales management
1. Lead support is assigned according to employee weight
The lead pool assignment rules support assignment by internal employee weight, and the weight value is used to measure the employee's ability to manage leads. In principle, the greater the weight, the stronger the employee's ability and the more leads should be allocated.
2. New delivery project management suite
Added a new project management suite, including projects, project phases, tasks, task dependencies, project documents, time records, etc.
3. Upgrade of industrial and commercial inquiry capabilities
The advanced query of business information supports the access to Enterprise Chacha API: the new access API can directly access the business information of Enterprise Chacha and Tianyancha. Industrial and commercial labels, corporate shareholder information, corporate executive information, and corporate branches can support function calls.
3. Service Management
1. New rules and restrictions for manual order dispatching
New rules and restrictions have been added for manual order dispatching, and designated order dispatchers and designated engineers/service groups/service providers can be set.
2. Add service report
A new service report module is added to push the electronic version of the service report to the user after the work order is completed.
3. Added frozen status to personal spare parts inventory
Add the frozen status for spare parts consumption, spare parts return and spare parts allocation from the spare parts inventory in the personal warehouse, and deduct from the frozen quantity after the process is completed.
4. Equipment asset optimization
The device for automatically generating invoices supports associated invoices.
5. Reasons for order rejection/transfer
Order rejection/transfer allows setting to fill in the object field of the work order, which is convenient for counting the reasons for rejection/transfer.
6. Service group
The service group supports adding members by department, and new employees in the dynamic identification department are automatically added to the service group.
4. Channel Management
4.1 Order Express
1. The flexible configuration of the order mall supports the expansion of custom objects and reports
Enterprises can configure web channel portals and mobile portals according to needs, and can flexibly set the homepage, menu, toolbar, etc. of the mall, and support the opening of CRM custom objects, BI statistical charts/reports and custom pages to downstream. The mobile portal also supports bottom navigation configuration, which can adjust bottom navigation or shield navigation according to needs.
2. Improve the mall experience
- Added a thumbnail mode to the product list, which can display more valuable fields and highlight the real selling price.
- The order product component realizes the display of the order header and the order line on one page, highlights the core information of the order line, and can view all content without tab switching.
3. Fully adapt to the new promotion (price policy), and support various complex fancy promotions of brand owners
The ordering mall has been fully adapted to the new promotion (price policy). Dealers can view the promotional products and promotional activities on the homepage, and the promotion rules of specific products in the product list. The shopping cart settlement will automatically calculate the promotion results, and support switching promotions and giveaways etc.
4. The mall mode supports placing orders by order type, project, contract and other scenarios
When brand owners need to place separate orders based on different order scenarios (product ranges and prices selected in different scenarios), you can enable the filtering capability of the range of sales, and dealers can choose an order scenario to place an order when they enter the mall. The order scene supports filtering by order business type, contract, project, etc.
5. Adding a car supports the input of custom fields to improve the efficiency of ordering
Based on different sales forms of brand owners, many fields may need to be entered when submitting an order. After enabling the custom field capability, you can pre-enter the required content in the process of adding a cart and shopping cart settlement, avoiding entering too much content at one time in the process of submitting an order, reducing the difficulty of placing an order, and improving operational efficiency.
6. Small program hosting, highlighting corporate brand image
The platform applet provided by Funshare is used by default when ordering downstream, but customers can apply for their own applet as needed, define the name and icon of the applet, and then host it to Funshare. FenShare packs the channel ordering capability into the customer's own small program to support secondary development.
4.2 Proxy Link
1. External personnel can be configured to view and follow up dynamic permissions, making upstream and downstream collaboration more efficient
2. Added an external personnel field, and the process task handler can select external personnel
- Added "External Person" field type, which is applicable to preset objects and custom objects.
- Process and stage propeller task handlers, support selection of external personnel.
3. The agent homepage template supports more components, and the portal homepage is richer
In the agent pass application, the template of the home page of the app supports the configuration of collaborative functions such as partner school and Internet disk.
4. Added the function of viewing attachments in the upstream and downstream of sales records, making collaboration more efficient
When upstream users upload sales records to attachments, downstream users can view them. Similarly, when downstream users publish or reply to sales records by uploading attachments or pictures, upstream users can also view them.
5. Approval during the stage promotion process, supporting separate internal and external control
When the approval flow is in phase change, the phase handler is an external person, and the system will trigger the approval mechanism.
6. Optimize the clearing rules of the clue pool and the external person in charge in the high seas, and the business processing is more flexible
In the clearing rules of the thread pool and open sea, when the user clears the person in charge, you can configure "whether to clear the external responsible person"; when clearing the external responsible person, you can configure "whether to clear the external related team members synchronously". And, when the thread is transferred to the thread pool, the lead person in charge and the external person in charge can be configured separately.
4.3 Invoicing
1. New interconnection plug-in
The interconnection plug-in for invoicing supports multiple units when realizing the business linkage in the three scenarios of upstream and downstream sales-purchase, delivery-warehousing, and return.
2. Add invoice product components
Added [Invoice Product] component to the invoice applet, and the invoice page synchronizes the order optimization and provides a simple mode for operations on the confirmation receipt page.
3. The web details page is adapted to UIPaaS components
The details page on the web side is adapted to the latest UIPaas components. After the relevant team clicks to close it, there will be a memory effect, and the details will also be closed when it is opened again later.
4. The serial number supports multiple selection
After enabling the relevant parameters, multiple serial numbers will be displayed in a line of invoice products (limited by PAAS restrictions, each line supports up to 10).
4.4 Internet Platform
1. Internet enterprise, Internet application
- The function authority [activate] of the Internet enterprise adapts to the license quota. When the tenant has channel version quotas, it supports no tenant [activate] to have tenants. When the tenant does not have channel version quotas, the operation of [activate] is not supported.
- Downstream Internet user login logs are written to employee login usage and support bi analysis. The login status of Internet users will be written to the upstream employee login usage object, and this object supports bi analysis.
2. Login process
Newly added: Tenants can customize the abnormal prompts for users who fail to log in to the Internet.
3. WeChat official account
Added: In the official account menu management, when jumping to the settings of the Internet application, it supports copying the application address.
4. Connected users
- Added: Internet users support international mobile phone numbers.
- Added: Batch adding Internet companies to support internationalized mobile phone numbers.
- Optimization: Added a list of international codes for self-registration, users can choose their own country's area code and log in with their mobile phone number in the local country.
4.5 Data Synchronization
1. Synchronization strategy
- Optimization: In the editing of the synchronization strategy, regarding the locking ability of downstream fields, it is supported to set the non-locking setting for the required fields.
- Added: When no value is added to the synchronization policy, the operation of writing the default value is supported.
4.6 Technical Capabilities
1. Small program
Added: After clicking on the template message of the official account, the mini program (Order Express) can be invoked.
2. Public account
Added interface: official account obtains the authorization of current WeChat user's avatar and nickname.
5. PaaS platform
1. International map access
The Google Maps extension package has been added, and enterprises can normally use functions such as time attendance, field work, and location search overseas. At the same time, in this scenario, the map view also supports information display on international maps.
2. Printing capability upgrade
- Batch printing supports printing QR codes: that is, after the print background designer inserts QR codes, batch printing on the front-end list page supports displaying QR codes.
- Printing supports custom field sorting: that is, related objects support field sorting, you can choose descending order or ascending order (descending order by default), and the field defaults to the "last modification time" field of the current object.
3. The sign-in component supports configuration tolerance range
The "Sign-in component" field supports the configuration of "whether to enable the target location". When signing in, you can configure the default value. The default value can be set for the fields under this object and the fields under the associated object, and the tolerance range for positioning is limited according to the actual business scenario.
4. The mobile terminal supports custom menus
The same object can be split into multiple submenus according to business type to improve business processing efficiency.
6. Data intelligence platform BI
1. The chart in the cockpit supports setting linkage
In the process of editing the cockpit, you can set the linked chart for the statistical chart module.
7. Integrated platform
1. The synchronization strategy is upgraded to an integrated stream
- The synchronization strategy is upgraded to an integrated flow, and the rules for synchronizing data from the source system to the target system are configured in a process-based manner;
- Optimize the "field mapping" configuration to improve configuration efficiency.
2. Sandbox changesets
The relevant configuration of the integration platform supports sandbox change set migration.
3. Connector upgrade and optimization
- Added UFIDA EAI connector, the original UFIDA U8 connector is offline (does not affect the use of old enterprises), the new connector is compatible with the old connector, and the connection with EAI has been added.
- The concept of the original account set is upgraded to a connector, and the unified integration platform connector: the original "OA to-do", "Enterprise WeChat docking", and "Dingding docking" menu entries are unified under the "Connector Management" menu (the original " Data Synchronization Settings" menu). Displayed as a connector.
4. Nail connector
- Added: "Mode 1" supports automatic binding of employee accounts.
- Optimization: Employee number and email fields are added synchronously, and the value of the prohibited login field for personnel is Yes.
5. Other
(1) Object and field management (optimization): Support adding new fields by importing. Improve configuration field efficiency.
(2) Data maintenance (optimization): For data that has been successfully synchronized, a single item can also be re-synchronized.
(3) Other optimizations:
- When the product is opened, the product name can be modified independently.
- A circuit breaker message will be sent to the customer base.
- [Jinxinnong] Solve the problem of return notices and sales forecasts returning multiple detailed IDs.