快鹭图片

Egret Cloud CRM: Integrated Engine + Customizable Framework for End-to-End Growth Control

"Why do some businesses face chaos after CRM implementation?"

Challenges in Customer Management：Duplicate customer information, making it impossible to avoid duplicate orders.Complex and unstandardized information that cannot be managed in layers.

Uncontrollable Sales：Lack of standardized processes, making it hard to locate problems.Difficulty in controlling each link of the sales process and correcting behavior in time.

Difficult Sales Data Analysis：Sales performance and targets are not intuitive.Time - consuming and labor - intensive to create salary charts, unable to view quickly.

Lack of Automation：Many repetitive tasks need to be done manually.Increased labor costs and reduced work efficiency.

— Customer data scattered in Excel, sales processes with poor adaptability, reports never meeting leadership requirements. Traditional CRM's "standardization shackles" trap enterprises in a "system-adoption-increased-burden" paradox.

Egret Cloud CRM resolves this via dual engines:

image.png

• Horizontal Integration: Unifies customer, lead, sales, product, and finance modules to eliminate data silos with real-time synchronization.
• Vertical Customization: Empowers 100% business-DNA alignment through configurable forms, reports, workflows, and dashboards.

Deep Dive: Egret Cloud Unified CRM Capabilities

I. Unified Hub: Monetizing Data Flow

① Product Lifecycle Hub — Master Data Management

• Centralized product repository (SKU/Pricing/BOM) ensuring cross-departmental consistency
• End-to-end lifecycle tracking: Introduction → Growth → Maturity → Decline

② 360° Customer Intelligence Engine — Holistic Asset Management

• Intelligent data cleansing & deduplication with unified ID system
• Dynamic RFM-based tiering + LTV-driven precision marketing
• Centralized management, granular segmentation, and personalized service with lifecycle tracking

③ Lead Orchestration — Multi-Channel Attribution

• Consolidated lead acquisition with real-time tracking
• Auto-routing by region/product line/sales capacity

④ Sales Control Tower — Visual Workflow Engine

• Customizable sales stages (POC/Quotation/Negotiation)
• Real-time deal health alerts for stalled/overdue opportunities
• Resource allocation optimization via standardized tracking

⑤ Finance Automation Hub — Integrated Billing Engine

• 3-way matching: Order/Delivery Note/Invoice verification
• OCR-driven processing boosting speed & accuracy by 300%

II. Quad-Customization: Evolutionary System Architecture

image.png

①Customized Business Forms

▶︎ Drag-and-drop builder: Flexible field configuration (e.g., medical device serials, course cycles)
▶︎ 5-minute business adaptation

②Customized Business Processes

▶︎ Role-based views: Funnel conversion (Sales), AR cycles (Finance), LTV (Executives)
▶︎ Cross-dimensional analytics (Region × Product × Sales Stage)

③Customized Business Dashboards

▶︎ Visual designer: Dynamic approval chains & rule adjustment
▶︎ Enable remote workflow construction with zero-touch provisioning for instant system availability

④Customized Data Reports/Views

▶︎ Unified KPI monitoring: Sales attainment, customer health, inventory turnover
▶︎ Executive mobile alerts for critical anomalies

III. Low-Code Engine: Business-Led Digital Revolution

image.png

• Seamless System Integration:

▶︎ API connectivity with ERP/WeCom/eCommerce platforms

• Drag-and-Drop App Development

▶︎ Zero-code custom form design

• Prebuilt Component Library

▶︎ 30+ OOTB elements: Text/Date/Tables/Charts/Carousels/Calculators

• Agile Process Management

▶︎ Visual workflow builder for instant modification

• Multimodal Data Visualization

▶︎ Embedded reports: Pivot tables/Bar charts/Pie charts with real-time monitoring

Industry-Validated Outcomes

• Retail: Custom member tags + promo ROI dashboards → 35% repeat purchase ↑
• Manufacturing: Equipment service workflows → 60% faster complaint resolution
• SaaS: Automated churn analytics → 28% attrition ↓

Why choose Egret Cloud Integrated CRM Management ?

"We deploy not standardized systems, but evolutionary architectures symbiotic with corporate DNA - delivering bespoke growth engines."Integrated CRM Management — Continuously transforming customer data into profit explosion!

image.png

  • ✓ Controlled Growth: 50%+ LTV increase
  • ✓ Cost Reduction: 70% repetitive labor elimination; Zero IT development cost
  • ✓ Risk Immunity: Real-time regulatory/market adaptation
  • ✓ Genetic Business Alignment: Metadata-driven atomic recombination of forms/workflows/reports/dashboards
  • ✓ Sustainable Architecture: Instant process reconfiguration
  • ✓ Low-Code Layer: ≤7-level complexity configuration by business users
  • ✓ Decoupled Engine Design: Zero-downtime deployment
  • ✓ Dynamic Metadata Management: Auto-inherited permissions/audit/encryption for new fields
  • ✓ Real-Time Data Fabric: Unified CRM/ERP/SCM via metadata engine with sub-second latency