Enhance Your CRM
Deliver a configured and customized platform to meet your unique business needs
Rename standard objects and fields. Customize page layouts by dragging and dropping. To ensure that the data is clear, you can create validation rules to prevent duplicate records from being saved.
Create apps, objects and fields. Provide 28 types of fields for users, such as formula, text, auto-number and so on, to meet their diverse and evolutional needs. Use powerful CloudCC tools to submit approvals, assign tasks or events, update records and so on, automate your works.
Customizing your CRM ensures that your system works best for your company. Classes, scheduled jobs and triggers can get your job done more quickly, easily and smartly. JSP pages can site and capture more leads in less time.
There are many routine tasks in your daily marketing and sales, you can configure workflow rules to finish the routine tasks automatically and make your business hours more productive, focus on closing more deals. Your team can make the routine tasks automatically based on workflow criteria and action, such as the works you normally assign, the emails you regularly send and record updates.
Just like workflow, an approval process is an automated process which is implemented to approve or reject records stored in CloudCC. You can specify the steps necessary for the whole yeses or nos situation in your organization’s in-house and managerial approval processes, allow one step to apply to all records or some records with certain attributes, and specify who is the approver at each step. What’s more, you can also specify the operation to be performed when a record is approved, rejected, or recalled.
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