營銷管理
1、會(huì)議營銷簽到頁提供可視化配置頁面，支持郵件簽到、微信授權(quán)簽到、引導(dǎo)關(guān)注公眾號(hào)/企微、展示座位號(hào)信息等，提升客戶體驗(yàn)。
Conference sign-in page now offers a visual configuration interface, supporting email sign-in, WeChat authorization sign-in, guide user following official accounts/enterprise WeChat, and displaying seat numbers, enhancing the customer experience.
2、微頁面組件擴(kuò)展及展示效果升級(jí)，滿足渠道招募、招商加盟、問卷場(chǎng)景下對(duì)信息收集頁面的訴求。
Micropage components have been expanded and display effects improved, meeting the requirements of information collection pages in scenarios such as partner recruitment, channel promotion, and questionnaires.
3、支持無CRM賬號(hào)的員工、伙伴、客戶注冊(cè)成為推廣用戶，品牌方可以發(fā)布推廣通知到相關(guān)人員，并追蹤推廣結(jié)果，助力品牌傳播。
Support for employees, partners, and customers without CRM accounts to register as promotional users. Brand owners can send promotional notifications to relevant personnel and track promotion results, helping to promote the brand.
銷售管理
【售前】
1、客戶經(jīng)營計(jì)劃工作臺(tái) Customer Management Plan Dashboard
1）基于單個(gè)客戶的關(guān)系經(jīng)營管理，打造一個(gè)供跟進(jìn)者更簡單易用、呈現(xiàn)從關(guān)系評(píng)估到規(guī)劃、計(jì)劃、執(zhí)行閉環(huán)管理的工作臺(tái)。
A dashboard designed for the relationship management of individual customers, creating a simpler and more user-friendly platform for followers, presenting a closed-loop management from relationship assessment to planning, planning, and execution.
2）客戶組織架構(gòu)、商機(jī)決策鏈（魚骨圖）支持關(guān)系模板庫。
Customer Organizational Structure, Business Opportunity Decision Chain (Fishbone Diagram) Support Relationship Template Library.
3）開通客戶組織架構(gòu)（客戶部門對(duì)象）、商機(jī)決策鏈（魚骨圖）后，新建客戶與商機(jī)時(shí)根據(jù)模板自動(dòng)生成組織架構(gòu)和決策鏈魚骨圖，再根據(jù)實(shí)際業(yè)務(wù)進(jìn)行微調(diào)，提高錄入效率。
After enabling the customer organizational structure (customer department objects) and the business opportunity decision chain (fishbone diagram), new customers and business opportunities will automatically generate organizational structures and decision chain fishbone diagrams based on templates. Then, minor adjustments can be made according to the actual business to improve the efficiency of data entry.
2、商機(jī)C139畫像 Business Opportunity C139 Profile
基于C139控單模型方法論，展示商機(jī)畫像，了解當(dāng)前商機(jī)情況，并給出下一步行動(dòng)建議，推進(jìn)商機(jī)進(jìn)入贏單區(qū)。
Based on the C139 control model methodology, demonstrate the business opportunity profile, understand the current status of the opportunity, and provide recommendations for the next steps to advance the opportunity into the win zone.
【售中】
1、CPQ新增通過【高級(jí)公式】配置產(chǎn)品間的數(shù)量約束關(guān)系，支持可視化的業(yè)務(wù)維度配置，解決制造業(yè)等復(fù)雜產(chǎn)品的動(dòng)態(tài)數(shù)量配比關(guān)系，實(shí)現(xiàn)銷售產(chǎn)品配比自動(dòng)化，規(guī)避人為配置錯(cuò)誤，提升銷售報(bào)價(jià)效率。
The CPQ has added the use of advanced formulas to configure quantity constraint relationships between products, supporting visualized business dimension configuration, solving the dynamic quantity matching relationship of complex products such as manufacturing, achieving automated sales product matching, avoiding human configuration errors, and improving sales quotation efficiency.
2、 CPQ報(bào)價(jià)器中的【高級(jí)公式】新增場(chǎng)景能力，支持通過可視化公式設(shè)置產(chǎn)品價(jià)格，解決復(fù)雜報(bào)價(jià)規(guī)則的報(bào)價(jià)問題。
The 'Advanced Formulas' feature in the CPQ has added scene capabilities, supporting the setting of product prices through visual formulas to solve the problem of complex quoting rules.
3、價(jià)格政策簡易模式滿件促中，可選擇本品的數(shù)量依據(jù)字段，按需支持“按指定單位的數(shù)量設(shè)置促銷”和“按目標(biāo)單位換算的結(jié)果數(shù)量設(shè)置促銷”等不同場(chǎng)景，使促銷配置更靈活便捷，提升產(chǎn)品體驗(yàn)。
In the simplified mode of the Promotion Policys , you can select the basis for quantity of promotional products , and support different scenarios such as "setting promotions based on the quantity of specified unit " and "setting promotions based on the converted quantity by target unit" as needed. This makes the promotion configuration more flexible and convenient, enhancing the product experience.
4、業(yè)財(cái)新增自動(dòng)認(rèn)款功能
“自動(dòng)認(rèn)款”是回款管理中的一項(xiàng)自動(dòng)化能力，能夠自動(dòng)從銀行流水信息中找到來源客戶，并與CRM系統(tǒng)中的客戶建立關(guān)聯(lián)。自動(dòng)化的認(rèn)款流程可以顯著減少財(cái)務(wù)人員手動(dòng)核對(duì)銀行流水和客戶回款記錄的時(shí)間，從而提高工作效率
"Automatic Reconciliation" is an automated capability in the management of receivables, which can automatically identify the source customers from bank transaction information and establish a connection with customers in the CRM system. The automated reconciliation process can significantly reduce the time that finance personnel spend manually checking bank statements and customer repayment records, thereby improving work efficiency.
服務(wù)管理
1、新增「終端用戶任務(wù)」模塊，支持在工單流程觸發(fā)外部用戶執(zhí)行任務(wù)，連接終端用戶處理業(yè)務(wù)。
"End-User Task" module that supports triggering external users to execute tasks within the work order process, connecting end users to handle business operations.
2、SLA規(guī)則明細(xì)可設(shè)置工單流程的“跨多流程節(jié)點(diǎn)標(biāo)準(zhǔn)處理時(shí)長”，支持預(yù)警和超時(shí)提醒，拓展SLA的更多使用場(chǎng)景，以滿足企業(yè)不同服務(wù)協(xié)議管理訴求。
In the SLA (Service Level Agreement) rule details, it is possible to set the standard processing time for ticket workflows that span multiple process nodes, and support for early warning and timeout reminders is provided. This expands the use cases for SLA to meet the management requirements of different service agreements.
3、支持“寄送修”類型的服務(wù)請(qǐng)求，終端用戶可一鍵提交服務(wù)請(qǐng)求、物流下單、返修件簽收等操作，極大地提升了終端用戶操作體驗(yàn)。
Supports "send-in repair" type service requests, where end-users can submit service requests, place logistics orders, and sign for repaired items with just one click, greatly enhancing the operational experience for end-users.
渠道管理
1、新增「集團(tuán)版」行業(yè)開箱即用，支持按需啟用多級(jí)訂貨，滿足企業(yè)多種應(yīng)用訴求。
The "Enterprise Edition" is industry-ready out of the box, supporting multi-level ordering on demand to meet various enterprise application needs.
2、完善渠道商家開通流程，預(yù)設(shè)商家可售范圍和價(jià)目表，提升渠道分級(jí)管理能力。
Enhance the channel merchant onboarding process by presetting the merchant's sellable range and price list, thereby improving channel tiered management capabilities.
3、新增醫(yī)療器械DMS插件，提供行業(yè)化DMS解決方案。
Medical device DMS plugin, providing industry-specific DMS solutions, and empowering industry customers.
BI
1、數(shù)據(jù)駕駛艙支持轉(zhuǎn)發(fā)功能，可以實(shí)現(xiàn)數(shù)據(jù)在不同部門和團(tuán)隊(duì)之間高效共享，增強(qiáng)信息透明度；數(shù)據(jù)駕駛艙支持訂閱功能，用戶可以根據(jù)自己的需求設(shè)置訂閱內(nèi)容和頻率，提升個(gè)性化體驗(yàn)。
The dashboards supports forwarding function, which enables efficient sharing of data between different departments and teams, enhancing information transparency; The dashboards supports subscription function, allowing users to set subscription content and frequency according to their own needs, enhancing personalized experience.
2、駕駛艙支持Tab頁簽組件，豐富了駕駛艙的組件，通過不同的Tab頁簽，用戶可以從多個(gè)角度分析數(shù)據(jù)，幫助用戶發(fā)現(xiàn)趨勢(shì)和異常，獲得更全面的洞察業(yè)務(wù)。
The dashboards supports Tab components, enriching the components of the cockpit. Through different Tab , users can analyze data from multiple perspectives, helping them discover trends and anomalies and gain more comprehensive insights into the business.
3、訂閱失敗消息推送到訂閱最后修改人的CRM提醒中，便于訂閱最后修改人及時(shí)了解訂閱情況并進(jìn)行調(diào)整，避免訂閱接收人無法接受到訂閱消息統(tǒng)計(jì)交叉表支持列維度的依賴排序。
The subscription failure message is pushed to the CRM reminder of the last modified person of the subscription, making it easier for the last modified person to understand the subscription situation in a timely manner and make adjustments, avoiding subscription recipients being unable to receive subscription message statistics. The cross table supports column dimension dependency sorting.
4、統(tǒng)計(jì)圖維度為空時(shí)支持下鉆查看明細(xì)，提升了統(tǒng)計(jì)圖的依賴排序場(chǎng)景，提升了用戶體驗(yàn)。
When the dimension of the statistical chart is empty, it supports drilling down to view details, which improves the dependency sorting scenario of the statistical chart and enhances the user experience.
5、拼表支持下鉆可以幫助用戶在發(fā)現(xiàn)異?；蜈厔?shì)數(shù)據(jù)時(shí)，通過下鉆協(xié)助快速定位問題根源，從而制定有效的解決方案。
Joined Report support for drilling down can help users quickly locate the root cause of problems and develop effective solutions when discovering abnormal or trending data.
PaaS
1、字段支持場(chǎng)景化展示，根據(jù)字段屬性預(yù)設(shè)多種展示樣式，提升用戶的日常使用體驗(yàn)。
Field supports contextual display, offering multiple preset display styles based on field attributes to enhance the user's daily experience.
2、列表頁支持多字段組合排序，用戶可自由調(diào)整字段及排序設(shè)置，大幅提升業(yè)務(wù)操作的靈活性，滿足用戶多樣化的訴求。
The list page supports multi-field combination sorting, allowing users to freely adjust fields and sorting settings. This significantly enhances operational flexibility and meets diverse user needs.
3、新增服務(wù)編排流程，利用大模型的智能分析與生成能力，對(duì)多個(gè)服務(wù)進(jìn)行協(xié)調(diào)、組合，以幫助企業(yè)實(shí)現(xiàn)復(fù)雜業(yè)務(wù)流程或任務(wù)，效率更高，靈活性更強(qiáng)。
The service orchestration process, leveraging the intelligent analysis and generation capabilities of large models to coordinate and integrate multiple services, helping enterprises achieve complex business processes or tasks with higher efficiency and greater flexibility.
