Trade customer management goes beyond "entering business cards" — follow-up records, opportunity stages, deal forecasts, lead-pool recovery and performance allocation matter just as much. SBK's CRM module shares the same customer data as the Import & Export module, managing export and domestic customers together, with trade-order data feeding back into the CRM profile.
Shared customers + opportunity linkage + lead pool + 360-degree view
Shared customer master data: multi-language contacts, country time zone, holidays and preferred payment currency, used by both CRM and trade
Email / call / visit records are collected into the customer profile, with inquiries, quotes, contracts and PIs auto-added to the timeline
Five-stage management — inquiry → quote → negotiation → signing → closed — with a visualized conversion funnel
Unfollowed customers auto-return to the lead pool, with export-customer follow-up rules differentiable by region / industry
One table aggregates a customer's inquiries / quotes / contracts / orders / FX receipts / tax rebates, so a salesperson sees everything in 5 seconds
Multi-dimensional scoring on cumulative order value / profit / repurchase cycle / payment timeliness, with automatic A/B/C tiering
crm_customer single company-wide source
The CRM system, trade system and finance system each used to have their own customer data; update one and the others go stale, and finance had to match customer names line by line for reconciliation. SBK's CRM and Import & Export modules share the same crm_customer table, so whether you create a customer from CRM or from an inquiry, it goes into the same table.
Acme — LED Fixtures
Euro — M&E Parts
SEA — Stainless
An inquiry entering the system isn't just an inquiry — it's also a CRM opportunity. Salespeople see opportunity stages in CRM and inquiries and quotes in trade. The data is connected both ways: when an opportunity reaches "signed," a trade contract is auto-created, and when a trade contract is signed, the CRM opportunity advances to "closed."
Six-dimension profile
For a longtime German customer, Hans, a salesperson needs to check "how many orders he placed over 3 years, how much profit, average payment cycle, any quality complaints, were all tax rebates received" — viewing six key data dimensions right on the customer card. A new salesperson taking over a longtime customer grasps the profile in 30 minutes.
At the Canton Fair, scanning a customer's card simultaneously creates an opportunity; the salesperson follows up within 24h = the opportunity stage advances.
For a longtime customer who hasn't ordered in 3 years, the system prompts an "activation visit," and the salesperson proactively re-engages.
A customer assigned to a salesperson but unfollowed for 90 days auto-returns to the lead pool, where other salespeople can claim them.
When a salesperson leaves, the manager reassigns the customer to a new hire, who grasps the profile in 30 minutes via the 360-degree view.
CRM is SBK's customer hub, fully connected to trade / inventory / email
Complete customer-relationship-management capabilities: customer profiles, opportunities, follow-ups, lead pool and performance analysis
Trade inquiries are also a source of CRM opportunities
Customer emails are auto-filed to the CRM timeline
WhatsApp conversations sync to CRM customer follow-up records
Sign up to explore the 360-degree customer view and opportunity management for free