MD-CRM System‌

Customer Relationship Management System‌

Comprehensive Integrated Solutions, Making Intelligent Manufacturing Simpler‌

Product Introduction‌

MD-CRM Customer Relationship Management System‌

Centered on customer data management, it is a software tool that automates marketing, sales, service, and other processes through information technology. It also serves as a digital carrier for the customer-centric management philosophy. Its core functions revolve around the entire customer lifecycle management, covering the complete chain from customer acquisition to repurchase.‌

Core Functional Modules‌

"Customer Management"‌

1、Centralized Storage and Management of Customer Information‌ 2、Customer Classification and Grading‌ 3、360-Degree Customer View Display‌ 4、Customer Lifecycle Management‌

"Sales Management"‌

1、Sales Opportunity Tracking‌ 2、Sales Pipeline Visualization‌ 3、Sales Forecasting and Analysis‌ 4、Quotation and Contract Management‌

"Marketing Management"‌

1、Marketing Activity Planning and Execution‌ 2、Lead Nurturing‌ 3、Marketing Effectiveness Analysis‌ 4、Customer Segmentation and Precision Marketing‌

"Service Management"‌

1、Service Request Management‌ 2、Customer Feedback Handling‌ 3、Knowledge Base Management‌ 4、Service Ticket Tracking‌

System Features‌

Customer-Centric‌

Customer-centric data integration‌

Process Automation‌

Standardized sales and service processes‌

Data Analysis‌

Provides customer behavior analysis and business insights‌

Mobile Support‌

Supports mobile access and operation‌

Application Value‌

Improve sales conversion rate‌

Enhance customer satisfaction and loyalty‌

Optimize marketing resource investment‌

Improve team collaboration efficiency‌

Support data-driven decision making

Service Commitment

Pre-sales Service Process

1.Demand research and proposal development. Conduct research to understand the company’s current status and future development strategy, clarify functional planning requirements for the factory, and develop targeted factory layout planning solutions.

2.Business negotiation and contract signing. Budget quotation + business negotiation confirmation; contract terms drafting + contract communication and signing.

3.Planning and project monitoring. Submit implementation results in stages: new plant planning functional division, large logistics flow design, production mode optimization, capacity design, warehouse configuration planning, etc. Conduct confirmation of planning results.

4.Implementation guidance and continuous follow-up. Provide guidance for the implementation of planning solutions and follow-up services.

01-Project Initiation

Project Scope

Project Organizational Structure

Project Technology

02-Requirements phase

Define user requirements

URS/RTM/RAM

Project plan

Validation plan

Deliverables list

03-Design phase

PS

DS(IDS/HDS/FDS)

Test plan and procedure

DQ

04-Implementation phase

Development environment
Test environment
Production environment
Implementation records
Issue tracking
Change and deviation handling
Internal testing

C&Q

05-Acceptance Phase

Operating Environment

System Import

User Training

Test Records

FAT(IQ)

SAT(OQ)

06-System Go-Live

Sign Off

System Handover

Document Delivery

Maintenance and Technical Support

Project Quality Assurance

  • Project Quality Control

  • Project Team Consultant Expertise Guarantee

After-sales Service Guarantee

  • Turnkey Project

  • 24/7 After-sales Service

  • Additional Services

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