CRM Solutions

Since 1993 when the "Shun Feng Man Fan" was first launched by CEC(Shanghai), we have provided SFA/CRM systems for over 500 customers. Relying on our rich accumulated experience, our solutions can not only make the most use of the standard functions of Microsoft Dynamics CRM, but also provide business value for our customers.

Through Microsoft Dynamics CRM, we can integrate all customer information collected throughout the marketing and sales process: from initial contact, negotiation management and after service and accurately grasp the demands of customers, establish long-term and fine fiduciary relationship with customers and improve customer satisfaction so as to boost sales of our customer.

Key Functions

• Marketing：manage potential customers, marketing activities and marketing lists, etc.
• Sales： manage business opportunities, quotations, orders and bills, etc.
• Service： manage service contracts, cases, personnel and equipment required by the service, knowledge base, etc.
• Activity Management：manage calls, visits and other activities, individual and team goals.
• Data Management and View：detect duplicate data, data auditing and instrument panels.

"Quick Start Implementation Package" is an offer for agile and fast implementation for our customers. This service provides you of our professional knowledge and experience in a supportive position, also advisory services to help you to analyze your business requirements and import initial data. The package includes a fruitful set of know-how derived from our extensive experience in CRM implementations, and it can help you to have your CRM and running in 2 weeks after all the phases of system form design, user-training and data migration.

Package includes:

Schedule/task list, item setting form, data import template and operation manual.

Quick Start Implementation Package Flow

Service Overview

Terms and conditions

• The purchase of Microsft Dynamics CRM Online license is not included in this package.
• The service starting time can be adjusted beforehand.
• The deliverables are as follows:
  
  
  • Schedule/task list
  • Item/field setting format
  • Data import template
  • Operation manual
• The Requirement Analysis Form and Screen Design Form shall be filled out by the customer beforehand.
• The data shall be prepared and imported by customers. (For operation methods like application order, please refer to User Manual on "Dynamics CRM Online" provided by Microsoft)
• Five entities are included in this package; lead, account, contact, opportunity, and appointment (as a part of the activity). (This program includes screen layout customization for each entity, up to 50 fields editing, i.e. adding, deleting, replacing fields, or changing field name, etc.)