Version 9.8.0 is designed around one core goal: help enterprises run a true end-to-end growth and operations loop—from acquisition to conversion, from transaction to delivery, from execution to insight—by combining stronger automation, more practical AI Agent capabilities, and more configurable workflows and analytics.

This release includes major updates across Marketing, Sales, Service, Channel Distribution, Integration, PaaS, Analytics, Interconnection, and an industry-focused enhancement for FMCG.

Marketing Management: From “sending” to measurable conversion optimization

The Marketing Management upgrade strengthens enterprise marketing automation by making campaigns more testable, trackable, and optimizable:

• Email A/B testing to validate subject lines, content, and sending strategies and improve conversion rates
• Draft management to support iteration and collaboration while reducing the risk of mis-sends
• End-to-end tracking to connect engagement → leads → conversion outcomes
• Twilio SendGrid integration to support global email delivery at scale
• Campaign task data objectification (re-architecture) enabling flexible custom analytics
• WhatsApp SDR Agent for outbound/global expansion scenarios—an AI-driven assistant that improves lead nurturing efficiency and international market penetration

Best for: Teams running multi-channel demand gen, especially with global email reach and structured lead nurturing needs.

Sales Management: AI-assisted execution + faster quoting + stronger deal closure

Sales Management focuses on dual improvements: intelligence and business agility. The updates fall into three practical areas:

1) AI Agents embedded across the sales workflow

• Intelligence Assistant to support information gathering and key-point extraction
• Smart Price Comparison for pricing decision support
• Multimodal Order Placement to accelerate ordering with more flexible inputs

2) More flexible product configuration and quoting

• Enhanced product bundle configuration and attribute selection, improving quoting efficiency and configuration flexibility
• Upgraded rebate policy and pricing strategy management to support complex business scenarios

3) Tools to accelerate transaction closure and revenue handling

• Contract renewal workflows to manage renewals as a trackable business process
• Multi-scenario revenue setup to fit different revenue models and rules
• Improved mobile capabilities and an intelligent meeting assistant to boost collaboration and execution quality

Best for: Organizations with complex product configurations, frequent quoting, granular pricing/rebate rules, and high demands on sales execution.

Service Management: Quality control and field productivity—built for real operations

Service Management upgrades focus on process intelligence and field service efficiency:

• Intelligent conversation QA to strengthen service quality control
• Optimized Standard Operating Procedures (SOPs) with flexible decoupling of check-in and action handling
  • supports pre-validation, on-demand triggering, and precise task allocation in multi-user collaboration
• New Field Service Comprehensive Assistant Agent integrating:
  • multimodal interaction
  • intelligent route planning
  • knowledge recommendations
    to significantly improve field engineer productivity
• Enhanced implementation guidance to support service operations digital transformation

Best for: Teams that need consistent service quality and higher productivity in complex, collaborative field scenarios.

Channel Distribution Management: End-to-end efficiency from customer engagement to settlement

This release strengthens channel distribution execution across engagement, ordering, warehouse operations, finance, and compliance:

• Expanded mobile portal and exploded-view visualization configuration to improve customer engagement and product selection experience
• Optimized ordering via sales multiplier and improved online customer service in the ordering system
• Batch creation of reconciliation statements to improve finance collaboration
• Intelligent FEFO (First Expired, First Out) batch management to automate warehouse operations and reduce labor and errors
• Strengthened compliance via medical device DMS authorization and agreement management

Best for: Distribution-heavy businesses with complex ordering and fulfillment, strict compliance requirements, and a need for operational scale.

Integration Platform: More open, more secure, and easier to evolve

The Integration Platform update improves system evolution and security posture:

• Salesforce module migration guide to provide a clear upgrade path and reduce system evolution risk
• New Microsoft Entra ID connector to strengthen identity and access management and elevate security/compliance
• Lark multidimensional table connector to bridge collaboration workflows with business data flows for cross-system synchronization

Best for: Enterprises operating in multi-system environments with strong requirements for IAM, migration clarity, and integration governance.

PaaS Platform: Faster work, smarter workflows, and better cross-region collaboration

The PaaS update delivers dual enhancements in user experience and workflow automation:

• Optimized global search, intelligent data filtering, and batch tag management to improve data processing efficiency
• Enterprise workflow upgrades:
  • conditional approval nodes
  • cross-border email approvals
  • visual stage tracker
    enabling flexible orchestration and efficient collaboration
• A redesigned task center plus mobile quick-processing for unified multi-channel task management

Best for: Organizations with complex workflows, long approval chains, and distributed teams that require configurable process automation.

Intelligent Analytics Platform: From reporting to insight—and toward intelligent decision-making

This upgrade enhances both insight depth and collaboration efficiency:

• Reporting and chart upgrades including:
  • custom subtotals
  • real-time querying
  • multi-dimensional field support
• Refined cross-tabulation and dashboard sharing with granular permissions and personalized filter configurations
• Multi-dimensional target management with workday-based subscription cycles
• New AI-powered data interpretation to help teams surface insights faster and move from visualization to decision-making

Best for: Teams that rely on dashboards, complex permission models, and want to operationalize analytics with smarter interpretation.

Interconnection Platform: Better access experience and refined governance

Interconnection Platform upgrades focus on user experience and ecosystem governance:

• Improved authorization conflict prompts
• Automated user activation status updates
• Intelligent unbinding mechanisms to improve multi-channel access convenience and security
• New auto-association for tenant contact persons to strengthen cross-organization collaboration
• Deactivated user filtering to improve external user lifecycle management

Best for: Ecosystem collaboration scenarios with complex access control and external user governance needs.

FMCG Industry Solution: Field execution and order processing efficiency (+40% overall)

This release upgrades FMCG end-to-end operational efficiency with practical execution enhancements:

• AI 4-in-1 verification, PDA barcode scanning order placement, and multi-order caching to optimize field visits, vehicle sales returns, and order processing
• New real-time inventory inquiry, custom field configuration, and multi-cycle performance incentives
• Overall order processing efficiency improves by 40%+

Best for: FMCG distribution operations with high-volume field execution and tight inventory/order coordination.

Summary: Three value themes in 9.8.0

1. More controllable growth: Marketing automation evolves from “send” to “test, track, optimize.”
2. Smarter execution: AI Agents assist critical workflows across sales and service for faster, more consistent outcomes.
3. Stronger end-to-end operations: Channel distribution, integration, PaaS, and analytics work together to improve execution, governance, and decision-making.

For module-level details and scenario-based recommendations for 9.8.0, please refer to the official release notes at launch.