1. Marketing Management
1. Tencent advertising access
It supports binding multiple Tencent advertising accounts, and you can use the Tencent landing page or marketing channel landing page on the Tencent advertising platform to collect clue data, and at the same time, you can also pull Tencent advertising exhibition points and clue data.
2. Multi-advertising platform lead collector
After opening the connectors of each advertising platform and completing the corresponding configuration, the clues of the advertising platforms can be pulled or received through the connectors and synchronized to the CRM.
3. Added a video number component to the micro page
In the content of the applet, you can quickly jump to the content of the video account and the homepage of the video account with one click.
4. Video number live broadcast
A new type of video number live broadcast is added to the live broadcast event, which supports the video number live broadcast scene of the whole process before the meeting, during the meeting and after the meeting.
5. User label optimization
- Support label group setting mutual exclusion rules.
- The new label model supports the use of specified permission roles.
- Support setting whether the enterprise allows employees to add custom tags
6. Conference marketing sign-in function optimization
On the conference marketing sign-in success page, it supports custom display of event member custom field information.
7. Remove SDK dependencies from Goose Live
The SDK-free mode is now available, and the registration data of Gooselink conferences can be synchronized through the api interface.
8. Other optimization points
(1) All staff marketing
- In Data Analysis>All Staff Promotion Statistics>Employee Promotion Ranking, the fields of number of received tasks, number of promoted tasks, and promotion rate are added, and export is supported
- A withdrawal button has been added in all-staff marketing and partner marketing. After clicking the withdrawal, all promoted tasks will display that the content has been withdrawn and cannot be accessed. You can quickly modify it and quickly promote it again
- The QR code of the official account promoted by all employees supports the recording of employee identities and statistics of employee fan attraction
(2) Employee Live Code - Qiwei Moments, employee live code and welcome language support selection and configuration by department
(3) Interactive notifications in SOP-sop trigger actions support notifications to designated employees and support SMS notifications
(4) Micro page
- Micro-page custom layout component, which supports content scrolling in a small frame
- Event registration related components support automatic identification of registration status in the case of visitors and automatically change the current button
- In the case of multiple pages in a micro page, it supports specifying the preference
(5) Marketing to acquire customers
- The data related to the live broadcast (whether to watch, watch duration, whether to interact, the number of interactions) is synchronized to the display of event members, supporting later BI analysis
- In the analysis of the three major activities, it supports the distribution of new and old customers, the number of new fans, and the number of enterprises and micro customers
2. Sales management
1. Newly added RFM model to evaluate customer value
- In the background business management rules, the first level classification of [Intelligent Scoring and Rating Management] has been added, and [RFM Rules] has been added;
- According to the customer's recent consumption time, consumption amount and consumption frequency, the score dimension can be set and the customer situation can be evaluated, so as to better classify customers and carry out marketing, sales and service work for different types of customers.
2. Support bidding data to acquire customers
It supports mining potential customers from massive bidding data, and supports turning them into leads or customers, helping enterprises to open source efficiently.
3. Customer contact relationship map
- The display field of the customer contact relationship map card can be configured on the layout, and the display field is the field under the contact object;
- After the corresponding layout of the background is configured to display the card fields, the corresponding layout of the customer details in the front desk will be displayed according to the configuration of the background.
4. When converting clues, it supports inputting slave object information
Lead conversion When new customers and contacts are created, the master and slave of the customer and contact data are supported to be created at the same time.
5. During the joint duplicate check, the clues in the conversion log can be excluded
[Leads/Customers/Contacts] During joint duplicate checking, the clues in the conversion log can be excluded.
6. Product objects support copying
- The product object supports copying. If the following functions are not enabled, product file copying is supported, otherwise it will not support ① companies that have not enabled products; ② companies that have not enabled multi-units; ③ companies that have not enabled products and companies that have not enabled multi-units;
- For products involving BOM structure, only the top-level parent part is copied.
7. Optimize the promotion information page when placing an order on the mobile terminal
Optimization of the promotional information page when placing an order: the mobile policy view page is merged with the policy switching page, and it supports switching available policies and viewing all policies.
8. The details page of the promotional activity on the mobile terminal displays the activity summary and the activity product
When you enter the specific event details page to view the event products from the promotional activities on the mobile terminal, you can view the summary information of the event at the same time.
9. Connected Master Data Applications
Support functions such as duplicate checking, cleaning, association, and master data code generation of customer master data. It specifically includes: the creation and application of master data in sub-business units; the delivery of the master data of the master account set to the master data of the sub-account set (including master data coding); the setting, synchronization and locking of master data fields.
10. Partner contact logic adjustment
- To create a new contact, after selecting the "Partner Contact" business type, whether the "Partner Belonging Field" is displayed follows the layout configuration, and is hidden by default;
- When creating a new partner contact under the partner object related object, whether the "belonging partner field" is displayed follows the layout configuration, and is hidden by default. When released in the layout, the current partner information is brought out by default, read-only;
- The two fields "partner" and "external person in charge" are blocked in the partner contact layout.
3. Service Management
1. Add service report
A new service report module is added, which pushes the electronic version of the service report to the user after the work order is completed, and supports remote/on-site invitation of customers to sign for confirmation.
2. Add manual dispatch rules
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.
3. Service group dispatch order upgrade
The automatic dispatching upgrade within the service group supports automatic dispatching according to rules. The lower the priority value, the higher the priority when the rule matches.
4. To-do list assignment supports map dispatch
The work order to-do list page dispatch supports map assignment.
5. Spare parts consumption supports consumption from the spare parts warehouse and recycling of old parts to the old parts warehouse
Spare parts consumption supports direct consumption from the warehouse inventory of the spare parts warehouse, and supports direct recycling of old parts to the warehouse.
6. Add personal library adjustment list
Added a personal spare parts warehouse adjustment list, which supports adjustment of storage and adjustment of storage.
4. Channel Management
4.1 Order Express
1. Order Express works out of the box
(1) New out-of-the-box capability
Through the configuration guide, quickly build an enterprise exclusive mall in 5 steps. After opening Order Express, the order administrator/CRM administrator will receive a notification link, click to enter order management. Then configure according to the guide to quickly build the enterprise's order mall.
(2) Optimizing the data permissions of OrderPass
Based on the data permissions of objects associated with customers and orders. If you can see the customer downstream, you can see the contact person and address, and if you can see the order, you can see the invoice, return order, etc.
(3) Default channel report and cockpit
In the upstream order management and order pass menu, the channel report and cockpit are preset.
2. Mall mode
(1) Mall mode adapts to CPQ
Support cpq selection on the homepage, mall, and shopping cart to meet customers' differentiated purchase needs.
(2) The Mini Program shopping cart supports field configuration
The shopping cart adapts to the order product component, and supports product row field configuration and bottom summary field configuration.
(3) The web mall adapts to the SPU selection SKU scenario
After enabling the product object, according to the background configuration, the mall also supports direct display of the product list.
(4) The product card is adapted to the product display field
The product/commodity object sets the display field, and the mall card is the same as the lookup, displaying the display field and optimizing the display.
3. Channel portal
The applet supports multi-page templates. The homepage has multiple templates that can be switched, can be pulled down to refresh, and can be adapted to a single-page template.
4.2 Invoicing
1. Spare parts inventory
- New batch inventory of spare parts is added, and batch management of spare parts can be carried out.
- A new spare parts count list is added, which can carry out inventory and correction on the quantity of spare parts inventory.
2. Warehousing order/outbound order
Let go of the storage type/outbound type setting, allowing the default value to be set.
3. Outbound order
Outbound single product slave object, supports importing data from excel (needs to cooperate with UI events).
4. Interconnect plug-in
When the downstream distributor confirms the receipt of the goods on the order pass side, a verification condition is added, and the delivery order can only be confirmed on the premise that the sales order associated with the delivery order has been synchronized to the downstream to generate a purchase order.
5. Objectification of logistics information
The objectification of logistics information can now be applied to any object, and supports setting sign-in reminders and configuring actions after sign-in (certain configuration is required).
4.3 Internet Platform
1. Internet user optimization
(1) Internet users support account and password login.
- Internet users support mobile phone number and password login, support email password login
- Internet users support login at www.fxiaoke.com
- Internet user passwords currently support direct editing by administrators
(2) Internet user login.
If the person in charge of the account associated with the Internet user is empty, the login is allowed, but the upstream administrator will be notified: remind him to complete the person in charge of the account associated with the Internet user.
(3) The Internet user adaptation approval flow of the Internet enterprise, the approval flow of the new Internet user has not passed, and it is not allowed to log in to the Internet business.
2. Self-registration
The self-registration settings page is optimized to support self-registration for business inquiries and self-registration only by selecting existing customers.
5. PaaS platform
5.1 Object Management
1. The mobile terminal list summary supports multiple layout configurations
The summary display of the object mobile terminal list can be configured according to the business type.
2. Custom objects can find and associate with each other
Two custom objects can be added to each other as a lookup association, supporting bidirectional many-to-many.
3. What field supports filtering by object name field
On the mobile side, the what field supports filtering based on the object name field, and the capability is aligned with the web side.
4. The scene can restore the system settings
In the personal setting of the preset scene, the field setting supports one-click recovery of system settings.
5.2 Process Management
1. Edit and approve the content, support "save and agree"
When the approver edits the approval content, a "Save and Agree" button is added
2. Process nodes support CC reminders and replies
In the process node of the approval flow, it supports copying to remind other colleagues and reply to approval comments.
3. Pending tasks support quick processing
For the business process to be processed, if the next node task handler is the same person, it will automatically jump to the next task node after processing the current task.
4. Process processing supports delayed execution
The process definition adds waiting nodes to distinguish between delayed waiting and conditional waiting.
5.3 Interface Management
1. Xinqixin interactive optimization
- The enterprise credit configuration is moved to the personal configuration, which makes it easier to initiate a session;
- Support suspension mode and channel mode switching. It is more convenient to communicate around data.
2. Custom menu items support data cockpit
The custom menu item supports multiple selections in the data cockpit, and supports echoing in the box after multiple selections.
3. The bottom navigation of the mobile terminal can be configured with schedule and address book
In the collaborative business, the bottom navigation of the mobile terminal can not only configure the address book, but also configure the schedule and address book.
6. Business collaboration
1. The log supports the standardization ability of multiplexing objects
- Log object_new/edit page layout, support drag and drop table control;
- Log object_new/edit page, detail page layout, support for finding associated (multiple selection) fields;
- Log object_new/edit page, detail page layout, release the [field grouping] field;
2. The calendar supports a large calendar view
Add a large calendar view, add a small calendar entry and a schedule list entry on the left, you can quickly view all the schedules of the day, and the schedule list is updated synchronously when switching.
3. Working status supports custom time period
Add "custom time" to the status aging, select the custom time, add the "expiration time" configuration item, after setting, the "set time + expiration" prompt will be displayed in my status.
7. Enterprise application
1. Add learning map
The learning map function is added to support the map mode learning of multi-stage, multi-course and multi-examination. The learning map task is issued to the students. The students can unlock the courses by breaking through the challenges, follow the map guidance to study and take the exam in an orderly manner, bid farewell to the boring learning method, stimulate the enthusiasm for learning, and realize self-improvement.
2. Task management optimization
- Create a new task page, and combine the original task types [Learning] and [Learning + Exam] into [Learning Task]. .
- Added [Learning Map] task type.
3. Exam management optimization
- Examination management reform and optimization. The completed exam will be used as the basic material in the exam management, and one exam supports the creation of multiple exam tasks. Supports copying, editing, task creation, and deletion of exams.
- The original [Score] query is transferred to the [Statistics] page of the task.
8. Integrated platform
1. Connector
The Database connector is preset to support the connection with the enterprise relational database.
2. Integration flow
- Integrate the full-link call log at the "integration flow" level, entry: integration flow list, click on a line to enter the integration flow details page to view (read interface → temporary library → data filtering → function before synchronization → function in synchronization → write interface → function executes after synchronization).
- Integrate the full link call log at the data level, entry: integrated flow list, click to enter the integrated flow details page, under the "Synchronization Data" tab, click Details to enter the synchronization data details, in the synchronization log on the right, click "Call Details" to View the full link call log for this data.
3. Menu integration (optimization)
- In the integrated flow list, you can view the latest synchronization time and abnormal data volume.
- On the integration flow details page, you can view (read interface → temporary library → data filter → function before synchronization → function during synchronization → write interface → function execution after synchronization). The read-write interface here corresponds to the original interface management menu. The temporary library corresponds to the original data monitoring menu.
- On the integration flow details page, you can view the synchronization data, corresponding to data maintenance.
- On the integration flow details page, historical data synchronization can be performed, corresponding to the original historical data synchronization.
