- Software Development
- Cloud Services
Customized CRM for the pallet sales industry
The custom-developed CRM supports each store to operate independently, with operational data isolated from each other, and also meets the headquarters' requirement of centralized management of all stores.
Project Background
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
To optimize the redistribution and management process of customer resources, we have designed a comprehensive claiming mechanism for the High Seas customer module. When sales personnel reclaim customers, they need to submit a reason for the claim and receive approval from their supervisor, ensuring the transparency and standardization of the process.
The system automatically records every claim application and its approval progress, enabling sales and management teams to track them in real time. Additionally, a follow-up deadline mechanism and intelligent reminder function have been introduced to ensure that sales personnel complete customer follow-ups within the specified time. If a follow-up is not completed as scheduled, the system automatically returns the customer to the High Seas pool, effectively preventing customer loss.
After-sales module
To enhance after-sales service efficiency and customer satisfaction, we have developed a multi-mode after-sales processing system for this project, covering common scenarios such as refunds and returns, refunds only, exchanges, and reshipments to flexibly meet various after-sales needs.
The after-sales process includes a strict supervisor approval mechanism to ensure that key operations, such as refund amounts and product handling, are traceable, thereby enhancing internal control. Additionally, the system transparently displays the progress of after-sales processing within the order information and notifies relevant personnel in real time.
