9.2.0版本更新说明-版本发布价值综述

2024-09-19 15:35:58 317 本站

营销管理
1、会议营销签到页提供可视化配置页面,支持邮件签到、微信授权签到、引导关注公众号/企微、展示座位号信息等,提升客户体验。
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、微页面组件扩展及展示效果升级,满足渠道招募、招商加盟、问卷场景下对信息收集页面的诉求。
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、支持无CRM账号的员工、伙伴、客户注册成为推广用户,品牌方可以发布推广通知到相关人员,并追踪推广结果,助力品牌传播。
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.

销售管理
【售前】
1、客户经营计划工作台 Customer Management Plan Dashboard
1)基于单个客户的关系经营管理,打造一个供跟进者更简单易用、呈现从关系评估到规划、计划、执行闭环管理的工作台。
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)客户组织架构、商机决策链(鱼骨图)支持关系模板库。
Customer Organizational Structure, Business Opportunity Decision Chain (Fishbone Diagram) Support Relationship Template Library.
3)开通客户组织架构(客户部门对象)、商机决策链(鱼骨图)后,新建客户与商机时根据模板自动生成组织架构和决策链鱼骨图,再根据实际业务进行微调,提高录入效率。
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、商机C139画像 Business Opportunity C139 Profile
基于C139控单模型方法论,展示商机画像,了解当前商机情况,并给出下一步行动建议,推进商机进入赢单区。
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新增通过【高级公式】配置产品间的数量约束关系,支持可视化的业务维度配置,解决制造业等复杂产品的动态数量配比关系,实现销售产品配比自动化,规避人为配置错误,提升销售报价效率。
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报价器中的【高级公式】新增场景能力,支持通过可视化公式设置产品价格,解决复杂报价规则的报价问题。
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、价格政策简易模式满件促中,可选择本品的数量依据字段,按需支持“按指定单位的数量设置促销”和“按目标单位换算的结果数量设置促销”等不同场景,使促销配置更灵活便捷,提升产品体验。
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、业财新增自动认款功能
“自动认款”是回款管理中的一项自动化能力,能够自动从银行流水信息中找到来源客户,并与CRM系统中的客户建立关联。自动化的认款流程可以显著减少财务人员手动核对银行流水和客户回款记录的时间,从而提高工作效率
"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.

服务管理
1、新增「终端用户任务」模块,支持在工单流程触发外部用户执行任务,连接终端用户处理业务。
"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规则明细可设置工单流程的“跨多流程节点标准处理时长”,支持预警和超时提醒,拓展SLA的更多使用场景,以满足企业不同服务协议管理诉求。
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”类型的服务请求,终端用户可一键提交服务请求、物流下单、返修件签收等操作,极大地提升了终端用户操作体验。
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「集团版」行业开箱即用,支持按需启用多级订货,满足企业多种应用诉求。
The "Enterprise Edition" is industry-ready out of the box, supporting multi-level ordering on demand to meet various enterprise application needs.
2、完善渠道商家开通流程,预设商家可售范围和价目表,提升渠道分级管理能力。
Enhance the channel merchant onboarding process by presetting the merchant's sellable range and price list, thereby improving channel tiered management capabilities.
3、新增医疗器械DMS插件,提供行业化DMS解决方案。
Medical device DMS plugin, providing industry-specific DMS solutions, and empowering industry customers.

BI
1、数据驾驶舱支持转发功能,可以实现数据在不同部门和团队之间高效共享,增强信息透明度;数据驾驶舱支持订阅功能,用户可以根据自己的需求设置订阅内容和频率,提升个性化体验。
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、驾驶舱支持Tab页签组件,丰富了驾驶舱的组件,通过不同的Tab页签,用户可以从多个角度分析数据,帮助用户发现趋势和异常,获得更全面的洞察业务。
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、订阅失败消息推送到订阅最后修改人的CRM提醒中,便于订阅最后修改人及时了解订阅情况并进行调整,避免订阅接收人无法接受到订阅消息统计交叉表支持列维度的依赖排序。
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、统计图维度为空时支持下钻查看明细,提升了统计图的依赖排序场景,提升了用户体验。
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、拼表支持下钻可以帮助用户在发现异常或趋势数据时,通过下钻协助快速定位问题根源,从而制定有效的解决方案。
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、字段支持场景化展示,根据字段属性预设多种展示样式,提升用户的日常使用体验。
Field supports contextual display, offering multiple preset display styles based on field attributes to enhance the user's daily experience.
2、列表页支持多字段组合排序,用户可自由调整字段及排序设置,大幅提升业务操作的灵活性,满足用户多样化的诉求。
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、新增服务编排流程,利用大模型的智能分析与生成能力,对多个服务进行协调、组合,以帮助企业实现复杂业务流程或任务,效率更高,灵活性更强。
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.


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