Customized CRM for the pallet sales industry

项目背景

The client is a company engaged in the production and sale of plastic pallets with an annual turnover of RMB 30 to 40 million through its online store platform. They needed a CRM solution to facilitate the company's growth.

After analyzing the client's requirements, they wanted each store to operate independently and isolate operational data from each other, while still meeting the headquarter's requirement of centralized management of all stores.

In 4 months, we developed this customized CRM for the client.

Data Kanban

Data Kanban helps sales teams get a better grasp of their business and is used to provide comprehensive summary statistics on system-generated data. It includes statistics on order information, total transaction amount, total number of orders, reorder rate, customer entry rate, conversion rate, positive feedback rate, return rate, churn rate, and other data from the previous cycle.

Data Kanban supports different time gradients (e.g., today, the last 7 days, the last 30 days), multi-platform store platforms, and statistical filtering of different salespeople, providing users with a full range of data insights.

Customer profiles

Customer Profile is designed to effectively manage customer information and follow-up records. This provides the sales team with a high quality customer management tool for a smoother workflow.

Key features include entering basic customer information, recording follow-up activities, creating quotes and managing order information.

Sales reps can track quote progress, set follow-up dates and configure reminders to avoid missing important opportunities. Customers not followed up as planned are automatically entered into a shared pool.

Contracting order

Order form is another core function of the system, and its process includes the steps of creating shipping order, creating order form, pending receipt, pending out, pending delivery, pending receipt, and completion.

On the basis of generating a quotation, you can generate a contracting order, the quotation process can be viewed in the past product transaction prices and calculate the discount rate.

When generating the contract, you can choose two modes of payment on delivery and delivery in arrears.

Finance Centre

Finance staff can summarize a list of all payments and receipts and view payment vouchers and related order information in real time to confirm the accuracy of payments.

On the collection side, the system supports multiple collections to ensure that all payments are properly managed and verified until they are all collected.

In addition, the system also integrates an invoice module, providing a convenient invoice management tool for sales and finance staff.

Enquiry Statistics

Inquiry Statistics is a data support module that consists of the number of inquiries and the number of new inquiries uploaded by the administration team for each platform per day, and the number of WeChat, the number of contacts and the number of WeChat screenshots uploaded by the sales staff.

The inquiry statistics module allows you to track the daily inquiry activity and understand the performance of your sales staff and the trend of conversion rates over time.

Customers on the high seas

为优化客户资源的再分配与管理流程，我们为公海（High Seas）客户模块设计了一套完善的认领机制。销售人员在重新认领客户时，需提交认领理由并经主管审批，确保认领过程的透明与规范。

系统自动记录每一次认领申请与审批进度，便于销售与管理层实时追踪。同时，引入了回访时限机制与智能提醒功能，确保销售在规定时间内完成客户回访，若超时未跟进，系统将自动将客户退回至公海池，有效避免客户流失。

After-sales module

为提升售后服务效率与客户满意度，我们为该项目构建了一个多模式的售后处理体系，覆盖退款退货、仅退款、换货及补发等常见场景，灵活满足不同售后需求。

售后流程严格设有主管审核机制，确保关键操作如退款金额、商品处理等均有据可查，提升内部控制力。同时，系统将售后处理进度透明化展示在订单信息中，并实时通知相关人员。