【营销】

1、营销助手新增个人资料库，支持上传个人营销物料，一键转发客户进行推广，追踪客户行为动态，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、新增小程序访问授权设置，用户需授权后（昵称头像、手机号）可继续访问小程序内容。用于明确用户身份，后续跟进转化。

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.

销售管理

【售前】

1、线索池支持从互联企业批量新建，满足多经销商、多门店、或子部门场景，解决线索池单个创建的效率问题。

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、线索池新增管理员协作人角色，屏蔽前台线索池中的线索池配置入口，实现管理和分配权限的隔离。

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、商机C139画像，支持展示总结的业务数据源，在C139 AI总结卡片中展示具体的业务对象和业务数据。同时支持在业务对象中进行跳转具体业务数据和创建业务数据。

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【选品下单】选择模式，支持以电商购物车方式，选配多个的产品，同时填写数量、配置属性等，一次性完成所有操作，大幅提升操作效率和体验。

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新增引导式销售选配能力，销售人员可通过按照场景细分的销售属性，逐层引导式选择销售属性，实现产品的推荐和配置，无需关注复杂的BOM结构，大幅提升报价效率，降低复杂BOM快速报价的门槛，轻松实现快速报价。

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、价格政策支持跨对象促销，支持一份促销政策对多个对象同时生效，实现交易流程全线统一标准的优惠计算，让企业的营销策略充分落地。

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.

【业财】

1、快捷应收

快捷应收是一款专为业务人员定制的提效工具，它通过辅助计算和金额分摊功能，简化了分期收款计划的创建过程，提供校验确保了计算的准确性，有效减少了手动操作中的错误，让业务人员可将更多精力投入到业务策略的规划中，从而提升工作效率和准确性。

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、收入确认自动化（自动核销）

收入确认是财务流程中的关键环节，它涉及到对客户的应收款项与实际收到的款项进行核对和匹配。收入确认自动化（自动核销）是一个基于预设规则函数自动运行的过程，它利用内置的筛选条件和可定制的筛选条件规则的函数，按照既定的匹配逻辑，自动将客户的应收账款与实际收款进行配对，从而提高了收入确认的处理的准确性和效率。

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.

【服务】

1、SLA升级：支持根据工单条件设置SLA规则，实现对工单整体时效管控，个性化能力得到极大增强。

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、服务商SOP升级：支持服务商SOP生成服务报告，有效提升下游工程师的工作效率。

Service Provider SOP Upgrade: Enables the generation of service reports by service providers, effectively improving the work efficiency of downstream engineers.

3、知识库UI全新改版：全面优化使用端、管理端页面效果，消除操作断层，提升使用体验。

Knowledge Base UI Redesign: Comprehensive optimization of the user and management interface to eliminate operational discontinuities and enhance the user experience.

4、客服工作台AI助手升级：支持意图识别，可根据当前聊天主题，自动触发不同技能，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、医疗器械DMS新增GSP首营校验，支持阻断订单，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、客户账户支出授权可关联配置解冻单据，提升校验规则的操作体验，满足企业复杂需求

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、移动端页面新增通用悬浮组件，预设了多种快捷操作，操作更便捷、体验更出色。

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修复。利用 AI 技术，一键修复代码错误，给出代码修改建议，大幅提升开发人员的开发效率。

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、统计图数据范围支持统计指标进行筛选，满足用户在使用统计图进行数据统计分析场景中对结果集和明细数据的筛选，丰富产品能力的同时，也拓展了统计图统计分析的适用场景。

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、统计指标支持跨对象创建统计指标，如员工-高级外勤-客户 即在员工统计主题下，选择高级外勤对象里的查找关联对象为客户时的指标，满足统计主题的跨对象分析，丰富了单主题下的多关联对象的统计指标的分析

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、基于用户使用情况统计这个产品，优化员工登录情况对象上的统计分析能力，把通过钉钉/飞书等登录方式及在线未退出的员工登录情况也涵盖进此对象中，优化员工对象使用情况的统计分析能力，可分析到对象后台所有预置按钮的操作行为数据，同时增加针对流程和从对象数据的统计分析，新增针对BI资源（报表、报表交叉表、统计图、拼表、数据驾驶舱）的查看统计分析，满足不同企业针对用户行为分析的多场景需求。

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、快消经销商版为经销商提供的全方位的人财货客管理平台，管理销售、采购、库存、资金，并提供多维度智能分析报表助力企业科学决策。

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、任务激励系统是一款专为提升渠道及人员效能设计的激励型管理工具。适用于门店拜访、陈列铺货、产品分销、销售绩效考核等多业务场景。其核心价值在于通过灵活的激励机制，有效激发个人或团队在不同业务场景下的积极性和动力，从而推动业务整体绩效的提升。

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.