1."Data Migration" of the Vertical Market Leader — A Snapshot of the Initial State
While engineers at CFE (Dongguan Chuanfu Electronics) were designing high-precision connectors, the company’s core data was undergoing endless "migration" across numerous Excel spreadsheets. The marketing department’s folders were piled with repeatedly revised "final versions" of activity reports, yet a complete panoramic view of marketing efforts remained elusive. Inquiries from the official website "lost frames" during manual data transfer, with key information disappearing inexplicably. The cost accounting team searched through file histories like archaeologists for cost parameters from two years ago, while the latest file was always labeled "This is the final version (new)".
2.Connecting the LTC Process System to Drive CFE's Digital Transformation
To address data silos and process fragmentation, CFE designed its CRM system with a four-step breakthrough strategy:/p>
1.Unify the Operational Map
Establish a 360° customer profile to integrate scattered customer data and standardize core tags such as industry attributes and demand categories. Meanwhile, solidify the core LTC process, enabling automatic verification at key nodes — from lead auto-capturing and opportunity grading to quote linkage with the PLM cost database.
2.Build Data Bridges
Automatically synchronize official website inquiries to the system to avoid field loss during manual transfer. Connect PLM and ERP (Order Data) to eliminate cross-system duplicate data entry. Additionally, standardized interfaces reserve channels for future OA integration.
3.Activate Data Value
Generate real-time data to support quantitative calculations such as marketing ROI and lead conversion rates. Issue alerts for risk points like long-unfollowed leads and abnormal customer order statuses./p>
4.Reconstruct the Quotation System
Build a cost center by pushing real-time cost data from the PLM system to CRM, enabling dynamic cost synchronization and reducing cross-department coordination costs. Quotation sheets are automatically linked to the latest cost versions, and historical modification records can be traced to specific responsible persons, realizing full-link quotation version traceability.
3.Dual-Track Breakthrough: Customer Deepening and Data-Driven Management
(I) Full-Link Implementation of Customer Deepening
By implementing customer visit plans and the TAM/SAM/Competition module, CFE achieves end-to-end customer deepening:
Planning Layer: Develop an industry customer visit priority map based on the TAM/SAM model in CRM;
Execution Layer: Record customer visit plans, including historical cooperation records, competitive analysis, and demand pain points
Insight Layer: Regularly generate reports to identify fluctuations in cooperation share and early warnings of demand shifts.
(II) Data-Driven Closed-Loop Goal Management
Based on the connected LTC process system, a complete data closed loop from goal-setting to forecasting is realized for CFE
4.Building and Extending the Digital Foundation
With the successful system launch on April 22, CFE’s sales management system officially entered a new phase. The project team focused on actual business needs, repeatedly verifying key links such as lead conversion and opportunity approval to ensure each functional module matches frontline operational scenarios.
Today, the marketing team can track the correlation between activity investment and opportunity conversion in real time. The sales team can view customers’ historical cooperation records and demand pain points instantly, enabling more efficient visit planning and sales strategy formulation. The integration of these capabilities marks CFE’s core business has completed a paradigm shift from experience-driven to data-driven operations.
As CFE’s high-precision connectors continue to integrate into the global industrial chain, this transformation initiated by data governance is opening up broader space for digital applications. As a long-term partner in enterprise digital transformation, Celnet will continue to provide customers with high-quality system consulting, implementation, and operation services, empowering enterprise digital transformation and supporting more companies to move forward steadily on their global development journey.
