Welcome Neocrm V2111 with a Comprehensive Upgrade of Personalized Capabilities

On November 30, 2021, the Ministry of Industry and Information Technology of the PRC issued the "Fourteenth Five-Year"?Development Plan for the Deep Integration of Informatization and Industrialization"?(hereinafter referred to as the plan), which proposes that by 2025, the popularization rate of business management digitalization will reach 80%. To achieve that goal, China promotes enterprises to develop new smart products and to improve digital management, fosters business interconnection among enterprises to reach networked collaboration, and encourages personalized custom enterprises with mature experience and service patterns to accelerate the development and promotion of personalized models. In general, it has become an inevitable trend that enterprises popularize digital management tools, but they need personalized tools to meet their differentiated development demands.

As market demands increase, differentiated and personalized services will be a new trend in view of fierce competition of standardized general product services. With ten years of experience in digitalization, Neocrm is always committed to developing innovative CRM products. It analyzes enterprises’ business scenario demands based on their industry characteristics and customer development strategies, develops personalized and integrated "marketing, sales & services"?solutions around the businesses of enterprise customers, and implements the "customer-centric" operation principle into the business, management and operation of enterprises.

Recently, Neocrm has released its new version: Neocrm V2111.?It provides more personalized features for lead management, opportunity management, customer management, and customer services, along with the comprehensive upgrade of?visual experience, process operation, and system feedback.

Let’s see what new features that Neocrm V2111 provides together.

Refine Sales Management Process to Enable a More Scientific Management of Complex Businesses

Enterprises often encounter complex businesses in the sales process. With the expansion of businesses, a more and more refined CRM system is required. Therefore, Neocrm V2111 has added multiple custom rules in all stages of sales management, and fully optimized the processes of customer extension, lead management, and opportunity stage management to help enterprises conduct scientific business management.?

Filter Target Customers Online with More Efficient One-Click Conversion

"Finding?Customers"?is a long-term task for sales representatives. In the traditional sales process, sales representatives often meet customers by means of marketing activities or cold visit/call. However, this process takes a lot of time and energy with little effective leads.

To deal with that, Neocrm V2111 has added a?"Find?Customers"?feature. Sales representatives can filter and obtain target customer information by industry, region, attribute, size, etc. with one click, thus accurately and efficiently obtaining leads and quickly converting them to related objects in the CRM?system.

Neocrm V2111: "Find Customers"?Feature

Launch a Brand New Pool to Support All Standard and Custom Objects with More Flexible Configurations

Pools are core tools for enterprises to manage and assign leads/customers. Pools of the old versions were shown separately and independently, and were hard to distinguish based on actual businesses, which added the difficulty for enterprises to manage and assign leads/customers.

Neocrm V2111 has launched brand new "tree-shaped"?pools.Layering?rules are added for the new pools. Managers can customize pools by multiple dimensions such as territory, industry, and customer size, and assign leads/customers of the same dimension to proper sales representatives based on the?"tree-shaped"?structure layer by layer, which greatly improves the efficiency and accuracy of lead/customer assignment.

Neocrm V2111: Brand New Pools?-?Group Layers

Also, multiple custom configurations are added in the new pools, such as custom group private pools, custom cross-layer claiming/assignment, custom releasing conditions, and custom exception rules. Thus, enterprises can manage and assign leads/customers more scientifically.

Fully Upgrade Opportunity Stages with Cleaner?Visual Experience

Enterprises develop standardized sales processes with the CRM system to regulate behaviors of sales representatives. Percentage data is set for each process stage to show the stage win rate. However in the actual sales process, the win rate will be influenced by objective factors such as market, business, and customer changes, so how to calculate the stage win rate according to the actual situation?

The new version has fully upgraded opportunity stages and redesigned win rate calculation rules. The win rate calculation is supported for key information, and a new win rate calculation method is added (accumulative calculation of win rate of individual item such as event, information).?The newly added "Support Win Rate Calculation for Key Information"?method keeps the original "Stage Win Rate"?calculation method, and further reflects the phase win rate of key information/events.

Neocrm V2111: Opportunity Stage?-?Support Win Rate Calculation for Key Information

The brand new win rate calculation method ignores the original stage win rate, and each stage win rate changes with an individual?factor such as stage event or?information. This method will better show the actual business progress and then effectively guide sales behaviors.

Neocrm V2111: Opportunity Stage?-?Small Win Rate Calculation

Also, the new version has launched a "clean style"?for opportunity stages. The new style unifies the interaction logic of all stages and presents very clear page contents, greatly optimizing user operations.

Neocrm V2111: Clean Style in Web Terminal

Specify Customer Service Demands to Improve Customer Service Experience and Satisfaction

In a "customer-centric"?era, enterprises must improve their ability to meet diverse customer demands and improve?customer service experience. Neocrm V2111 has mainly optimized work order services, questionnaire forms, and service contracts in the Field Service Cloud to help enterprises refine work order services, follow up customer evaluation feedback in real time, and improve service quality.?

Support Assignment to Multiple Engineers & Add Offline Work Order Services

In the customer service process, the following cases often occur: Multiple engineers are needed at a customer site, or a service lasts for multiple days. However, the old versions only support assigning one work order to one engineer per day.

Neocrm V2111 has upgraded the assignment method.?One work order can be assigned to multiple engineers at the same time, and each engineer can set the on-site service time based on customer needs; Detailed time and location records are available for an engineer's departure, check-in, check-out and return. It can meet the demands for several consecutive days of service, record the attendances in detail, and refine expense calculation.

Neocrm V2111: Assignment to Multiple Engineers and Attendance Record

Due to special attributes of certain industries or businesses, service engineers occasionally go to the customer sites without network signals. How to manage attendances and record services in this case?

The new version has released the "Offline Work Order Service"?feature. Engineers only need to download and install offline data, use the data to record the service process in non-networked environments, and then upload them when in networked environments.

Neocrm V2111: Offline Work Order Service Guide

Optimize Customer Feedback in Questionnaire Forms to Improve Customer Service Experience

After work order services end, how to further contact with customers and obtain customer evaluation feedback?

To help enterprises improve customer experience, the new version has added an "Evaluation"?control in the questionnaire form which is used along with picklist and text options for customers to make evaluations and feedback.

Neocrm V2111: Questionnaire Form?-?Evaluation Mechanism

Also, external business forms support the H5 style. After a work order ends, the engineer clicks "Generate Service Report", and the system will quickly generate an H5 page that can be shared with the customer along with the PDF version of service report, thus helping enterprises create "more intimate" customer services and experience.

Neocrm V2111: Service Report?-?Generate H5 Style of External Business Form

Enable?More Flexible System Configurations & More Clear Scenarios

While using the Neocrm system to create standardized business processes such as marketing mode, sales management, and customer service, enterprises will also propose?personalized demands that meet their own development. Therefore, Neocrm V2111 has added multiple custom configuration features, allowing enterprises to flexibly configure the system; It has also added a?"Redirect"?feature to help enterprises find specific scenarios quickly.

Customize NeoUI to Get Brand Vision with One Click

Considering that many enterprise users want the appearance of their IT systems to reflect their own brand color, the new version has added "Appearance Theme Settings", with the default 6 theme options in the web terminal and the color value customization option in the mobile terminal, to help enterprises develop interfaces meeting?their brand VI requirements.

Neocrm V2111: Customize NeoUI

The customized NeoUI applies to not only system interfaces but also quotes and orders.

Upgrade Redirect Feature of BI Dashboard to Enable Analysis of Specific Scenarios

BI charts can provide effective feedback about sales data, reflect business vulnerabilities, and help managers make analyses and decisions. When a business is associated with multiple charts, however, managers need to open and view them one by one, which is time-consuming.

Neocrm V2111 has upgraded the dashboard redirect feature. Enterprise users can click an element in the view to be redirected to a specific dashboard, thus quickly locating the target scenario and viewing work details in the scenario.

For example, an enterprise has created two dashboards: overall "Daily Business Data Analysis Report", and "Partial Business Data Analysis Reports" composed of sub-dimensions such as regions/sales teams/sales categories. When an enterprise user views?the overall dashboard and finds?an abnormal data, he/she?can be redirected to the partial dashboard by clicking only the abnormal data, trace back to the sub-dimensional data, and then analyze the specific reason.

Neocrm V2111: BI?-?Dashboard Redirect Feature

Compared with the old versions, Neocrm V2111 has added multiple personalized features and custom modules to be flexibly adapted in accordance with diverse demands for enterprise development, helping enterprises deal with complex business challenges and achieve large-scale growth.?

Also, the new version has upgraded multiple modules such as customer middle platform component, user permission, object domain, and developer platform. To try more new features, please click 【Read More】?to apply for a trail now.