Project Background
The client is a Ningbo-based motor export company with annual export value of USD 150 million, covering 50+ countries and 800+ overseas customers. Electromechanical products have complex SKUs, a high customization ratio, long order cycles (3-6 months), and frequent letter-of-credit settlement.
In the past, order tracking relied on Excel; as orders piled up, follow-ups were missed and errors occurred. There were many inquiries but a low conversion rate, with no standardized quotation or opportunity management. Reviewing L/C terms required documentation clerks to check each clause one by one—one wrong clause meant payment refusal and heavy losses.
Core Challenges
- Many inquiries but a low conversion rate, with opportunities hard to manage in one place.
- Product customization makes quotations complex and time-consuming, with errors frequently causing loss-making orders.
- The full order cycle (procurement/production/customs/logistics/payment) spans multiple departments and is hard to coordinate.
- L/C term review is difficult (discrepancies leading to payment refusal cause heavy losses).
- Customer after-sales service (spare parts/warranty/training) is hard to track continuously.
Solutions
Built on Hoobang's Foreign Trade ERP + CRM + Documentation Center, digitizing the entire electromechanical export process from inquiry to after-sales.
RFQ Inquiries
A centralized RFQ workbench + opportunity progression + conversion funnel.
Custom Quotation
Product configuration + auto BOM + profit accounting.
Contract Management
Multi-version contracts + clause library + e-signature.
Customs & Documentation
One-click generation of packing list / invoice / certificate of origin.
L/C Review
Clause comparison + discrepancy alerts + advisory notes.
After-sales SLA
Equipment records + warranty period + spare parts + training.
Implementation Results
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