CRM management software of CLOUDCC Liberation Enterprise

At home, after a period of development, CRM customer Relationship management software has a relatively mature package software. However, in the process of implementation, because customers in different industries have different business models and system requirements, so almost every company will make the system customization requirements, which is what we call "two development."

Two development is by CRM developers in accordance with customer business processes and patterns to redesign or modify objects, but often because of its huge development costs, complex implementation training, lengthy development cycle and can not enjoy the product automatic upgrade services, etc. become the bottleneck of project progress.

So are there any other ways to help businesses meet their business needs quickly and cheaply, in addition to two development? The answer is yes. Through the domestic high-end CRM first brand CLOUDCC (Cloud Computing china& Cloud computing China) 's custom platform can well solve the enterprise management software standardization and the enterprise demand difference problem.

In terms of product customization, cloudcc.com CRM has both standardized and deployed a large number of custom tools, including: Home portal customization, knowledge management platform, workflow platform, custom object platform, custom relational platform, and a large number of settings and switches and support the above object definition of the basic customization content , such as: Data table customization, form customization, channel customization and so on, through these functions or tools, so that enterprises to control the system greatly enhanced, in the day-to-day use of software developers no longer rely on, can make the system quickly adapt to management changes.

1, custom Fields

Without any programming knowledge and without code development, users can create various types of fields in all objects of the CLOUDCC (http://www.cloudcc.com) system, including: Lookup Relationships, single selection fields, two-item selections, formulas, AutoNumber, URL, phone, fax, e-mail, check box, date, time, number, text, text area, List of options (Radio/multiple selections), currency, and so on. and support the field of new, modify, delete and other operations, support for each field is required to fill, whether to check the weight, whether it can be modified, whether to hide, whether to track changes, whether Fuzzy query, whether batch updates, whether or not to support Pinyin query settings.

2, custom objects

When a business wants to add a new set of applications, or a new feature, it can be implemented through the creation of objects and application features provided by the system. Each object can customize the user's permission to manipulate the object individually. such as all data read-only, all data read and write can be deleted, the object can be new, delete, modify, copy, print, import, export, tracking field changes, bulk deletion, batch update, bulk change in charge, bulk sms, bulk printing Express single, Data sharing.

3, customizing the View/page layout

The page detail layout of the field in the object, the list display layout, the object's relational object, and so on are customizable. Unlike other products, CLOUDCC support the Torah-drag view adjustment, the user does not need code development, through the mouse drag-and-drop way, you can achieve all the page elements of the classification display, layout adjustment, and set the page on the field of read-only, required to fill properties.

4, customizing the report

Cloudcc.com CRM can provide flexible, fully customizable report chart for each object (sales, marketing, support, invoicing). The user can complete the report definition by clicking the mouse without programming and following the steps of the system prompts. The system has the list report, the summary report, the matrix type report to be able to choose, simultaneously includes, the strip shape, the line, the annular, the funnel, the cake shape and so on many kinds of graphic display, facilitates the enterprise to the monthly, the Annual Information summary, and compares with the historical information.

5, custom process

The third generation cloud platform workflow rules can automate the support process of your sales, marketing, and other objects. The main benefit of workflow management is to improve work efficiency by eliminating many unnecessary operations while updating records, improving business processing level by standardizing working methods, reducing operating costs, and optimizing control processes. Support the unlimited approval of any object, at the same time can trigger reminders, message reminders, Tasks, field updates and other functions.

6, Custom permissions

The system's enterprise-level permissions setting allows you to control the user's permissions when working with data and modules. Role-based permission settings also include user positions, groups, roles, data sharing rules, and field-level security controls to achieve data sharing among different people and departments.

CLOUDCC third-generation platform CRM customization features do not need to write any code, to solve the traditional code based on the two customization, maintenance costs, upgrade difficulties and so on, enterprise users can according to their own business logic to the table configuration design, simple operation, Let the system interface generous and simple at the same time, can maximize the integration of business and management software.