About JAKA

JAKA Robotics, a high-tech enterprise engaged in the innovative research and development of collaborative robot bodies and smart factories worldwide, its business is growing rapidly and has covered multiple countries and regions such as Shanghai, Japan, Germany, and Malaysia. With the expansion of the company's scale and the continuous expansion of its business scope, the company's existing management model and processes are unable to effectively support the sustainable development of its business. Therefore, the introduction of professional CRM tools has become the key to improving the company's overall revenue and operational efficiency.

Business pain points

· Lack of an effective system to carry key business processes: Currently, JAKA Robotics' overseas branches lack an effective system to carry core business processes such as sales leads conversion, business opportunity management, procurement processes, supplier management, and after-sales service. This leads to the lack of core information, low management efficiency, and a large amount of ineffective repetitive labor.

· Difficulties in cross-border business management: Especially, there are significant challenges in cross-border business management between the German branch and the Chinese parent company. Such management deficiencies have led to possible order errors, delays, and untimely shipments, affecting the normal operation of the business and customer satisfaction.

· Insufficient supply chain management: Due to the lack of effective and timely core information support, the company is currently unable to effectively manage the supply chain, which affects the company's ability to respond quickly to market demands and cost control.

· Lack of effective system integration with ERP: There is a lack of effective integration between the existing management system and the ERP system, making it impossible to achieve efficient and automatic synchronization of financial information. This results in the inability to produce financial statements and financial insights in a timely manner, affecting the company's decision-making and financial health.

Solution

• Dynamics 365 CRM system development, from management dimensions such as sales, contracts, and orders, to help customers achieve end-to-end business process management.
• Deep integration of the CRM system with the ERP system to achieve financial consolidation, procurement order docking, and procurement order status query, etc.

Customer benefits

• Improve sales and marketing efficiency:
      Achieve efficient tracking and conversion of sales leads, reducing the need for manual input and management.
      Optimize the business opportunity management process to improve conversion rates and the efficiency of the sales team.

• Achieve seamless management of cross-border business:
      Design and implement customized processes for cross-border business management to reduce order errors and processing delays, ensuring timely delivery.
      Realize real-time data sharing and process collaboration between the German branch and the Chinese parent company, improving the collaboration efficiency of cross-border business.
• Support data-driven decision-making:
     Utilize the built-in analysis tools of the CRM system to provide real-time business insights and data analysis, supporting data-based decision-making.

• Integrate the ERP system to optimize supply chain management:
     Through the integration of ERP supply chain management tools, realize real-time monitoring and dynamic management of the supply chain.
     Optimize the procurement process and inventory management, reduce costs, and improve the ability to respond to market changes.

• Integrate the ERP system to improve financial management efficiency:
     Achieve deep integration of the CRM system and the ERP system to ensure the accuracy and real-time availability of financial data.
     Automate financial processes, reduce manual intervention, improve the generation speed and accuracy of financial reports, and support more precise financial decision-making.

• Establish a unified data platform and standardize business processes:
     Build a globally unified data management platform to ensure the consistency and real-time availability of data.
     Realize the standardization and automation of global business processes, improve overall operational efficiency, and reduce operating costs.