【營銷】
1、營銷助手新增個人資料庫,支持上傳個人營銷物料,一鍵轉(zhuǎn)發(fā)客戶進行推廣,追蹤客戶行為動態(tài),洞察需求。
The Marketing Assistant has added a new Personal Marketing Database, which supports the upload of personal marketing materials, one-click forwarding to customers for promotion, tracking of customer behavior dynamics, and insight into customer needs.
2、新增小程序訪問授權(quán)設(shè)置,用戶需授權(quán)后(昵稱頭像、手機號)可繼續(xù)訪問小程序內(nèi)容。用于明確用戶身份,后續(xù)跟進轉(zhuǎn)化。
A new mini-program access authorization settings have been added, requiring users to grant permissions (nickname, avatar, phone number) before they can continue to access the mini-program content. This is used to clearly identify user identities for subsequent follow-ups and conversions.
銷售管理
【售前】
1、線索池支持從互聯(lián)企業(yè)批量新建,滿足多經(jīng)銷商、多門店、或子部門場景,解決線索池單個創(chuàng)建的效率問題。
Lead pool supports batch creation from interconnected enterprises, meeting the needs of multi-dealers, multi-stores, or sub-departments, and addressing the efficiency issue of individual lead creation in the lead pool.
2、線索池新增管理員協(xié)作人角色,屏蔽前臺線索池中的線索池配置入口,實現(xiàn)管理和分配權(quán)限的隔離。
Lead pool introduces a new role for administrator collaborators, shielding the lead pool configuration entry in the front desk lead pool, and achieving the isolation of management and distribution permissions.
3、商機C139畫像,支持展示總結(jié)的業(yè)務(wù)數(shù)據(jù)源,在C139 AI總結(jié)卡片中展示具體的業(yè)務(wù)對象和業(yè)務(wù)數(shù)據(jù)。同時支持在業(yè)務(wù)對象中進行跳轉(zhuǎn)具體業(yè)務(wù)數(shù)據(jù)和創(chuàng)建業(yè)務(wù)數(shù)據(jù)。
Opportunity C139 Portrait supports the display of summarized business data sources, showcasing specific business objects and business data in the C139 AI Summary Card. It also supports navigation to specific business data and the creation of business data within the business objects.
【售中】
1、CPQ新增【選品下單】選擇模式,支持以電商購物車方式,選配多個的產(chǎn)品,同時填寫數(shù)量、配置屬性等,一次性完成所有操作,大幅提升操作效率和體驗。
The CPQ has added a "Product Selection and Ordering" selection mode, which supports selecting multiple products through e-commerce shopping carts, while filling in quantities, configuration attributes, etc., to complete all operations at once, greatly improving operational efficiency and experience.
2、CPQ新增引導式銷售選配能力,銷售人員可通過按照場景細分的銷售屬性,逐層引導式選擇銷售屬性,實現(xiàn)產(chǎn)品的推薦和配置,無需關(guān)注復(fù)雜的BOM結(jié)構(gòu),大幅提升報價效率,降低復(fù)雜BOM快速報價的門檻,輕松實現(xiàn)快速報價。
The CPQ has added a guided sales selection capability, allowing sales personnel to select sales attributes layer by layer based on scene segmentation. This enables product recommendation and configuration without the need to focus on complex BOM structures, greatly improving quotation efficiency and reducing the threshold for quick quotation of complex BOM, making it easy to achieve quick quotation.
3、價格政策支持跨對象促銷,支持一份促銷政策對多個對象同時生效,實現(xiàn)交易流程全線統(tǒng)一標準的優(yōu)惠計算,讓企業(yè)的營銷策略充分落地。
Promotion Policys support cross-object promotions, allowing a single promotion policy to take effect for multiple objects simultaneously, achieving a unified standard for discount calculations across the entire transaction process, and fully implementing the company's marketing strategies.
【業(yè)財】
1、快捷應(yīng)收
快捷應(yīng)收是一款專為業(yè)務(wù)人員定制的提效工具,它通過輔助計算和金額分攤功能,簡化了分期收款計劃的創(chuàng)建過程,提供校驗確保了計算的準確性,有效減少了手動操作中的錯誤,讓業(yè)務(wù)人員可將更多精力投入到業(yè)務(wù)策略的規(guī)劃中,從而提升工作效率和準確性。
Quick Receivables is a productivity-enhancing tool specifically designed for business personnel. It simplifies the process of creating installment receivable plans through auxiliary calculation and amount allocation features, ensuring accuracy with validation checks, effectively reducing errors in manual operations. This allows business personnel to focus more on strategic planning, thereby increasing work efficiency and accuracy.
2、收入確認自動化(自動核銷)
收入確認是財務(wù)流程中的關(guān)鍵環(huán)節(jié),它涉及到對客戶的應(yīng)收款項與實際收到的款項進行核對和匹配。收入確認自動化(自動核銷)是一個基于預(yù)設(shè)規(guī)則函數(shù)自動運行的過程,它利用內(nèi)置的篩選條件和可定制的篩選條件規(guī)則的函數(shù),按照既定的匹配邏輯,自動將客戶的應(yīng)收賬款與實際收款進行配對,從而提高了收入確認的處理的準確性和效率。
Revenue recognition is a critical component of the financial process, involving the verification and matching of customers' receivables with actual payments received. Automated revenue recognition, also known as automatic write-off, is a process that operates based on preset rules and functions. It utilizes built-in filtering criteria and customizable filtering rules to automatically match customers' receivables with actual payments received according to established matching logic. This automation enhances the accuracy and efficiency of the revenue recognition process.
【服務(wù)】
1、SLA升級:支持根據(jù)工單條件設(shè)置SLA規(guī)則,實現(xiàn)對工單整體時效管控,個性化能力得到極大增強。
SLA Upgrade: Support for setting SLA rules based on ticket conditions to achieve overall time management of tickets, significantly enhancing the ability to provide personalized service.
2、服務(wù)商SOP升級:支持服務(wù)商SOP生成服務(wù)報告,有效提升下游工程師的工作效率。
Service Provider SOP Upgrade: Enables the generation of service reports by service providers, effectively improving the work efficiency of downstream engineers.
3、知識庫UI全新改版:全面優(yōu)化使用端、管理端頁面效果,消除操作斷層,提升使用體驗。
Knowledge Base UI Redesign: Comprehensive optimization of the user and management interface to eliminate operational discontinuities and enhance the user experience.
4、客服工作臺AI助手升級:支持意圖識別,可根據(jù)當前聊天主題,自動觸發(fā)不同技能,有效提升客服效率。
Customer Service Dashboard AI Assistant Upgrade: Supports intent recognition, capable of automatically triggering different skills based on the current chat topic, significantly enhancing customer service efficiency.
【渠道】
1、醫(yī)療器械DMS新增GSP首營校驗,支持阻斷訂單,提升交易安全性
Medical device DMS has added a new GSP first-time business verification, supporting the blocking of orders to enhance transaction security.
2、客戶賬戶支出授權(quán)可關(guān)聯(lián)配置解凍單據(jù),提升校驗規(guī)則的操作體驗,滿足企業(yè)復(fù)雜需求
Customer Fund Account expenditure authorization can be associated with the configuration of unfreezing documents, improving the operational experience of verification rules and meeting the complex needs of enterprises.
【PaaS】
1、移動端頁面新增通用懸浮組件,預(yù)設(shè)了多種快捷操作,操作更便捷、體驗更出色。
The mobile page has added a universal floating component with a variety of preset shortcuts, making it easier to use and providing a better experience.
2、ShareAPL支持AI修復(fù)。利用 AI 技術(shù),一鍵修復(fù)代碼錯誤,給出代碼修改建議,大幅提升開發(fā)人員的開發(fā)效率。
ShareAPL supports AI Fix. Using AI technology, one-click fixes code errors and gives suggestions for code modification, dramatically improving developers' development efficiency.
【BI】
1、統(tǒng)計圖數(shù)據(jù)范圍支持統(tǒng)計指標進行篩選,滿足用戶在使用統(tǒng)計圖進行數(shù)據(jù)統(tǒng)計分析場景中對結(jié)果集和明細數(shù)據(jù)的篩選,豐富產(chǎn)品能力的同時,也拓展了統(tǒng)計圖統(tǒng)計分析的適用場景。
The data range of statistical charts supports filtering by statistical indicators, meeting users' needs to filter result sets and detailed data when using statistical charts for data analysis. This not only enriches the product's capabilities but also expands the applicable scenarios for statistical analysis using charts.
2、統(tǒng)計指標支持跨對象創(chuàng)建統(tǒng)計指標,如員工-高級外勤-客戶 即在員工統(tǒng)計主題下,選擇高級外勤對象里的查找關(guān)聯(lián)對象為客戶時的指標,滿足統(tǒng)計主題的跨對象分析,豐富了單主題下的多關(guān)聯(lián)對象的統(tǒng)計指標的分析
Statistical indicators support the creation of indicators across different objects, such as "Employee - Senior Field Staff - Customer." This means under the employee statistical theme, when selecting the senior field staff object and looking for a related object as a customer, the indicators are met to satisfy cross-object analysis within the statistical theme. This enriches the analysis of statistical indicators with multiple associated objects under a single theme.
3、基于用戶使用情況統(tǒng)計這個產(chǎn)品,優(yōu)化員工登錄情況對象上的統(tǒng)計分析能力,把通過釘釘/飛書等登錄方式及在線未退出的員工登錄情況也涵蓋進此對象中,優(yōu)化員工對象使用情況的統(tǒng)計分析能力,可分析到對象后臺所有預(yù)置按鈕的操作行為數(shù)據(jù),同時增加針對流程和從對象數(shù)據(jù)的統(tǒng)計分析,新增針對BI資源(報表、報表交叉表、統(tǒng)計圖、拼表、數(shù)據(jù)駕駛艙)的查看統(tǒng)計分析,滿足不同企業(yè)針對用戶行為分析的多場景需求。
Based on user usage statistics, optimize the statistical analysis ability of employee login objects, including login methods such as DingTalk/Feishu and online login situations that have not logged out. Optimize the statistical analysis ability of employee object usage, which can analyze the operation behavior data of all preset buttons in the object's backend. At the same time, increase the statistical analysis ability for processes and object data, and add viewing and statistical analysis for BI resources (reports, cross tables of reports, statistical charts, spreadsheets, data cockpits) to meet the multi scenario needs of different enterprises for user behavior analysis.
【快消】
1、快消經(jīng)銷商版為經(jīng)銷商提供的全方位的人財貨客管理平臺,管理銷售、采購、庫存、資金,并提供多維度智能分析報表助力企業(yè)科學決策。
The FMCG Dealer Edition provides a comprehensive management platform for dealers, covering personnel, finance, inventory, and customers. It manages sales, purchases, inventory, and funds, while offering multi-dimensional intelligent analysis reports to facilitate scientific decision-making for enterprises.
2、任務(wù)激勵系統(tǒng)是一款專為提升渠道及人員效能設(shè)計的激勵型管理工具。適用于門店拜訪、陳列鋪貨、產(chǎn)品分銷、銷售績效考核等多業(yè)務(wù)場景。其核心價值在于通過靈活的激勵機制,有效激發(fā)個人或團隊在不同業(yè)務(wù)場景下的積極性和動力,從而推動業(yè)務(wù)整體績效的提升。
The Task Incentive System is an incentive-based management tool specifically designed to enhance the efficiency of channels and personnel. It is applicable to various business scenarios such as store visits, product display and stocking, product distribution, and sales performance evaluation. Its core value lies in effectively stimulating the enthusiasm and motivation of individuals or teams in different business scenarios through flexible incentive mechanisms, thereby driving the overall business performance improvement.