Service 01 · Customer Operations Hub
Every lead,
on one timeline
Inquiries scattered across website forms, WhatsApp, email and social media are the most expensive form of waste in export sales. Marketing CRM consolidates interactions from 6 touchpoints into a single customer journey timeline — who is looking, what was discussed, and where the deal stands, all at a glance.
CORE ABILITIES
The customer journey, in a five-step loop
VisitIdentify visitorsWhat prospects viewed on your site, how long they stayed, and which channel they came from — synced in real time.
ConverseOmnichannel archivingWhatsApp chats, WeCom conversations, email threads and social DMs are automatically archived to the timeline.
Follow upCustomer segmentationSegment by intent and stage, manage shared and assigned pools, and hand over accounts in one click when staff change — no lead left behind.
PipelineDeal funnel managementTrack opportunities from inquiry to quote to closed deal, with bottlenecks visible at every stage.
OrdersClose and convertOrder data flows back into the system, so marketing spend and revenue can finally be reconciled.
ReviewAccumulated dataConversion data by channel, content and sales rep accumulates over time to guide the next round of investment.
IMPLEMENTATION
Rollout in four steps
- 01Journey mapping
Map your existing acquisition channels and follow-up process, and define how each touchpoint connects.
- 02System setup
CRM provisioning and integration with your website, WhatsApp, email and social media accounts.
- 03Team onboarding
Role and permission setup, follow-up SOP training, and customer data import and profiling.
- 04Ongoing calibration
Monthly funnel reviews to refine segmentation rules and follow-up strategy.