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Intelligent Operations CRM Management System

YZH (Beijing) Technology Co., Ltd.: China's AIOps leader. To support rapid growth and fine-grained management, we designed and delivered a custom CRM system achieving a full customer-lifecycle closed loop from marketing lead generation to after-sales service, connecting sales, delivery, and operations.

Real Business Scenarios · Verifiable Delivery Results
Intelligent IT Operations数字化管理系统 - Intelligent IT Operations CRM Management System项目界面
CASE STUDYQingDaYun Client Case Studies
Project Outcomes

Key Metric Changes,
System Value at a Glance

Present real post-launch improvements with quantifiable business metrics, making project value more intuitive and easier to understand.

60%

Sales collaboration efficiency improved

30%

Project delivery cycle shortened

95%

Customer information completeness improved

Project Background

See the Business Clearly,
to Define the Right System Boundaries

YZH (Beijing) Technology Co., Ltd., founded in 2009, is China's leading AIOps company and a unicorn. Through years of continuous in-house R&D, it has completed the full industry transition from traditional IT operations to intelligent operations, covering ITOM, ITOA, ITSM, DevOps, IoT, and large language models. With an innovative technology stack, mature product matrix, and professional services, it has delivered comprehensive digital operations solutions to dozens of critical industries including finance, energy, government, transportation, telecommunications, and manufacturing.

Problems & Solutions

From Business Challenges,
to a Clear System Answer

Business Challenges

Sales processes lack standardization and cross-team collaboration is inefficient, blocking opportunity conversion and follow-up.

System Response

Build a fully visualized closed loop from lead to opportunity, significantly improving sales conversion

Business Challenges

Customer service and daily operations are hard to manage with fine granularity—a coarse model compromises quality

System Response

A unified customer view and data decision dashboard provide management with intuitive, precise analysis

Implementation Scope

How the System Truly Lands

Full-Chain Sales Closed Loop

Centered on key customer-journey milestones, the system delivers full visibility from lead entry, assignment, and follow-up to opportunity conversion. Contract and commercial processes support e-contract generation, approval, archiving, and receivables reminders; pre-sales and delivery support modules coordinate resources and track project landing. After launch, sales collaboration efficiency improved by 60% and project delivery cycles shortened by 30%.

Intelligent IT Operations系统实施效果 - Intelligent IT Operations CRM Management System

Fine-Grained Data Operations

Customer profiles, communication records, and service history are centrally maintained to build a complete customer view, raising customer information completeness to 95%. Process data dashboards provide management with sales forecasts, performance analysis, and operational insights—enabling standardized sales processes, refined customer service, and data-driven operational decisions, laying a solid foundation of operational management and digitalization for the company's rapid growth.

Frequently Asked Questions About the Intelligent Operations CRM Management System

Intelligent operations companies face insufficient sales process standardization and low cross-team collaboration efficiency—how to solve this problem?

Sales processes lack standardization and cross-team collaboration is inefficient, blocking opportunity conversion and follow-up. A fully visualized closed loop from lead to opportunity significantly improves sales conversion. QingDaYun implemented the corresponding system modules through custom development, proven effective across multiple intelligent IT operations projects.

Intelligent operations companies struggle to achieve fine-grained management of customer service and daily operations—how to solve this problem?

Customer service and daily operations are hard to manage with fine granularity—a coarse model compromises quality. A unified customer view and data decision dashboard provide management with intuitive, precise analysis. QingDaYun implemented the corresponding system modules through custom development, proven effective across multiple intelligent IT operations projects.

Digital System Construction Services for Intelligent IT Operations

More intelligent IT operations industry case studies are available in the Client Case Study Library, or learn about QingDaYun to understand our delivery methodology.

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