Salesforce CRM CN Pro Edition on Alibaba Cloud is tailored specifically for the Chinese market, catering to businesses that require flexibility, automation, and lightweight CRM integrations, along with out-of-the-box tools for rapid deployment. CN Pro Edition provides key functionalities across both sales and service, consolidating these core business functions into a single, easy-to-use platform. It equips you with all the essential tools to accelerate growth and address your needs in one place.
Accelerate the Sales Process
During business operations, sales teams often face challenges in effectively managing customer relationships and tracking deal progress, resulting in lengthy sales cycles and inefficient resource allocation. CN Pro Edition addresses these issues by automating sales processes and centralizing customer data, thereby boosting deal closure rates and optimizing resource allocation. Key features include:
Account, Contact, Lead, and Opportunity Management: Provides centralized management of complete customer lifecycle data, encompassing Account, Contact, Lead, and Opportunity Management, along with support for custom fields and automated workflows.
Task Management and Activity Feed: Tracks team member tasks (e.g., calls, meetings, emails) and system events, updating the activity feed in real time, with support for comments and @mentions for collaboration.
Customizable Reports and Dashboards: Create custom reports and real-time dashboards based on sales, service, and other data, with support for various visualization charts (e.g., bar charts, line charts, heat maps).
Salesforce Meetings: Built-in calendar and meeting management features allow for quick scheduling of meetings, sending invitations, and synchronizing attendee calendars.
Products and Price Books: Manage product catalogs and multi-version price books (e.g., standard pricing, promotional pricing), with support for custom pricing strategies based on customer, region, or channel.
Quote Creation and Management: Automatically generate professional quotes with customizable product bundles, discount strategies, and terms, directly from Opportunities.
Quickly Resolve Customer Service Cases with Automation
Customer service teams often grapple with multi-channel support demands without a unified platform, leading to delayed customer responses, high rates of repeat inquiries, and difficulty tracking customer issue history. CN Pro Edition addresses these challenges through omnichannel case management, knowledge base self-service, and case lifecycle tracking, thereby improving service efficiency, reducing labor costs, and driving continuous improvement in customer satisfaction. Key features include:
Email To Case: Synchronize corporate email with Salesforce, automatically associating emails with relevant accounts, cases, or tasks.
Case Management: Centrally manage customer support cases, enabling multi-channel access and automatic assignment to the appropriate support teams.
Knowledge Management: Build an enterprise-grade knowledge base with customizable categories and search functionality for both customer self-service and agent use.
Custom Email Templates: Preset standardized email templates (e.g., quote confirmations, service notifications) with dynamic insertion of customer/product information.
Macros: Automate repetitive tasks with preset sequences of actions (e.g., updating case status, sending template emails), executable with a single click.
In-App and Web Messaging: Engage with customers in real-time through embedded chat windows (e.g., on websites, in apps), with support for multiple languages and personalized response rules.
Enhanced Features
In addition, to better meet businesses' flexibility and automation needs, CN Pro Edition also provides the following features to help drive revenue growth and deliver exceptional customer service:
Guided Onboarding: Onboard new users quickly with interactive tutorials and helpful tips on core features.
Custom Fields: Add custom fields to extend the data structure of standard objects based on business needs.
Custom Apps: Build custom apps tailored to specific business processes (e.g., sales, service, procurement) through App Builder.
Custom Objects: Define new data entities and establish relationships with standard objects (Account, Contact).
Process Automation with Flows: Create automated processes using the low-code tool (such as Flow Builder).
Sandbox for Testing and Training: Provide isolated sandboxes for development, training, and business scenario simulations, separate from the production environment.