Sales processes lack standardization and cross-team collaboration is inefficient, blocking opportunity conversion and follow-up.
Build a fully visualized closed loop from lead to opportunity, significantly improving sales conversion
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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.
Present real post-launch improvements with quantifiable business metrics, making project value more intuitive and easier to understand.
Sales collaboration efficiency improved
Project delivery cycle shortened
Customer information completeness improved
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.
Sales processes lack standardization and cross-team collaboration is inefficient, blocking opportunity conversion and follow-up.
Build a fully visualized closed loop from lead to opportunity, significantly improving sales conversion
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
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%.

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.
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.
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.
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QingDaYun provides custom digital system construction services for enterprises, with 100+ projects delivered.