Project Background
The client is an industrial-trade company exporting to Europe and North America. Sales reps had been using Foxmail for email, mobile WhatsApp for chat, and Excel for customer notes—with information scattered everywhere. When reps left, customer assets walked out the door, and management had no visibility into follow-up activity.
The company wanted a unified SCRM platform that captures the entire journey from first inquiry to deal to repurchase—ensuring "when a rep leaves, the customer stays."
Core Challenges
- Customer info scattered across sales reps' personal inboxes and phones.
- Bulk emails frequently get flagged as spam, hurting EDM performance.
- Managing multiple WhatsApp accounts is hard and creates compliance risk.
- Sales reps take customers with them when they leave, company assets never accumulate.
Solutions
Build a customer-centric SCRM that connects email, WhatsApp, and WeCom. Every conversation is automatically archived to the customer profile, forming transferable "customer assets."
Customer 360
A unified view of profiles, follow-up records, orders, and emails
Email EDM
SMTP pool, open tracking, and templated broadcasts.
WhatsApp Aggregation
Unify multi-account access with automatic message archiving.
WeCom Private Domain
Scan-to-add WeCom at trade shows with auto-tagging and grouping.
Sales Follow-up
Standardized opportunity stages and follow-up SOPs.
Opportunity Dashboard
Sales funnel, win rate, and forecast revenue on a single screen.
