CRM System

Customer Relationship Management is referred to as CRM (Customer Relationship Management). It is based on the management of customer data, which can help you keep your customers’ contact information up-to-date, track their every interaction with the company and manage their accounts. Different from the ERP system, the CRM system is mainly aimed at establishing, developing and maintaining customer relationships. The essence is to attract customers, retain customers, and maximize customer benefits. The goal is to help you develop customer relationships, drive business growth and increase customer loyalty.

We will develop a unique CRM system which uses information technology as a means to effectively improve your business revenue, customer satisfaction, and employee productivity. It uses historical data analysis on customers and companies to improve business relationships with customers, thereby achieving sales growth and sales forecasts.

Our CRM system can also be used as a way to manage the interaction between your brand and your current or even potential customers. It improves customer loyalty by meeting the individual needs of customers, shortening the sales cycle, reducing sales costs, increasing sales revenue, and expanding the market, thereby comprehensively improving the profitability and competitiveness of the enterprise.

Apart from managing business relationships with customers, our CRM system can do more than only customer understanding. It enables you to focus on the relationship between the enterprise and various personnel, such as: employees, customers and users. 

CRM System: Loyalty scheme

Membership economy is to establish a continuous mutually beneficial relationship between enterprises and customers. Our developers will develop a platform to support your loyalty program in providing more convenient and attractive benefits, encourage customers to return and shop in the form of membership. Our CRM systems empower companies with analysis on market changes and customer consumption behavior patterns to improve your products and services.

Mobile apps and big data are undeniably the reason for the booming membership economy. 90% of mobile phone users spend their time on apps. In response to the mobile-centric trend, our membership system has changed from a physical membership card to a mobile App, with more diversified forms, from 2D to 3D designs, which provides a more personalized experience.

Our mobile app is an efficient and smart data collection platform that helps you collect customer data easily. Every time a user uses our mobile app for browsing, searching, clicking, shopping, etc. will directly generate a large amount of big data with analytical value. The effective collection of mobile apps can help you analyze in-depth customer patterns from big data, understand the customer characteristics, behaviors, and preferences. User behavior patterns are therefore easier to track and generate tailor-made services. It helps to increase the success rate of marketing activities, more effectively capture customer psychology, tailor-made membership systems, establish solid customer relationships, and drive membership economy.

CRM System: Personalization

Personalization refers to the goal of determining the interests of customers based on their preferences or behaviors by continuously adjusting the content and services of user profiles, establishing business rules and searching for relevant information content based on customer preferences and behaviors, and then an integrated, interconnected form to show these content to customers.

It can incentivize the purchasing behaviours of your customers. Personalization affects the success of your loyalty program directly. As an award-winning digital agency in Hong Kong, we integrate our AI, Chatbot/Livechat and Big Data technologies to provide dynamic personalization services to businesses. 

Personalized Push is one of our popular personalization strategies. It is a technology in which push notifications contents can be personalized based on users’ interests deduced from digital footprints.

Based on the online browsing behavior of users, we are able to provide targeted push notifications to users for better conversion rates.

CRM System: Customers survey

CRM System and survey software can play the best of each other. By combining the data and automation functions of CRM System with the market research functions of surveys, we empower our clients with a comprehensive dataset to formulate focused marketing strategy and sales strategy.

Our customer survey can provide you with the followings:

1.Introduce prospects and customers. 

To learn more about the makeup of your customers and what brings to your company’s doorstep. Our surveys ask for basic qualification information, such as company size, budget, and job title. Together with the areas of interest and topics that indicate whether someone is the main sales target.

After that, we enable you to keep your contact information up to date by adding survey data to your CRM system, while improving your ability to classify customers into different categories for targeted marketing.

In our customer survey, you can directly ask your potential customers for preferences or collect contact information, pain points and goals. Otherwise, you can add such questions to the feedback survey after conducting a transaction, webinar or training. In any case, integrating the survey with our CRM System will automatically collect information while dynamically populating the data from the survey into your sales records.


2.Collect feedback throughout the customer life cycle


To know what makes customers dissatisfied, and to discover any dissatisfaction before it is too late, timely feedback surveys can have a huge impact. In fact, 83% of companies think that they are successful will actively integrate their CRM  System with online surveys, and you can automatically perform feedback surveys on every major event in the customer/business relationship.

Our survey can serve at the following occasions: When buying, After training or employment, Customer service call, When renewing, Cancellation period etc. When you examine multiple aspects of the customer journey, you will definitely prefer our customer survey system to identify your business strengths and weaknesses at every step of connecting with customers. This step will allow you to create customized improvement plans for sales, marketing, customer success, and support teams. You can also set performance benchmarks and benchmarks to improve customer satisfaction across the organization.

3.Automatically trigger targeted follow-up care

If the customer’s evaluation to you is optional, the automatic “we’re sorry” message can save your representative’s time and make the customer feel heard by others.

Or, if the customer fills out a questionnaire and indicates that they have a large budget, they can send an automated response on behalf of the sales to identify opportunities in a scalable way.

Most importantly, when you have more data, you can well plan your CRM strategies to ensure that customers at satisfied at every step.

Rule-based engine

Our rule-based engine is a software that performs certain actions based on predefined situations and conditions in order to mimic human intelligence. In particular, our rule-based engine is used to teach the system pre-defined rules, such as “if statements”. By making use of the human-made rules, the system can store, sort and manipulate data like a human. With the rule-based engine, you can instruct the system to execute an action.

Our rule engine provides a more flexible parameter adjustment method. It may be used to read files in a specific format (csv or xls or json) to implement the rule setting, and these formats are also human-machine readable, allowing our client admin users to set more simple self-regulation. The second method is to provide the program interface by the rule engine, and our developer implements the operation interface for the admin users to use. This is of course complicated and requires effort to read the rules engine’s documents, but in the long run of a commercial system, it helps you to achieve a lower long-term maintenance cost with a rule engine.