OS-EASY CRM System

I. Project Background:
1. Management Challenges
① The existing CRM system lacked alignment with evolving sales strategies, limiting its strategic value.
② System Constraints and Maintenance Burden.
③ Lengthy processes and poor cross-department coordination.

2. Challenges in Business Model
① The existing CRM lacked of flexibility to support both direct and distributor-based sales models, limiting responsiveness to diverse sales channels.
② The system did not support integration with external platforms, resulting in isolated workflows and reduced operational efficiency.

 II. Solutions:
1. CRM System Restructuring
① Support both direct and distributor sales models to streamline the sales process.
② Build a flexible and scalable marketing management system based on a low-code platform.
③ Integrate core modules including customer management, sales tracking, and predictive analytics.

2. Data Intelligence & Analytics
① Visualize the entire sales process and generate accurate revenue forecasts.
② Automate lead assignment and map the sales funnel to boost conversion efficiency.

3. Cross-System Integration
① Eliminate departmental silos and enhance collaboration across upstream and downstream workflows.
② Achieve real-time data synchronization with OS-EASY’s internal business platforms.

4. Granular Permission Management
① Clarify user roles and responsibilities, with full audit trail support.
② Safeguard data through role-based access controls and hierarchical permission settings.

III. Solution Value
The G2 CRM platform streamlines operations by unifying direct and distributor sales workflows for OS-EASY, significantly improving operational efficiency and boosting sales performance.
It standardizes business processes across three core functions—customer management, opportunity tracking, and sales forecasting—ensuring high data granularity and process consistency.
 
Powered by G2’s mature low-code architecture, the platform enables rapid deployment and continuous optimization, enhancing team productivity and facilitating seamless cross-platform collaboration—laying a solid foundation for OS-EASY’s digital transformation journey.