ShanghaiChangyun
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INDUSTRIES · TRADE & EXPORT

One CRM for teams that sell across borders

For Chinese manufacturers selling worldwide and global companies selling into China: one Salesforce platform for every region, field sales in WeChat or the Salesforce app, orders flowing to SAP, and customer data handled under China's cross-border data rules.

01 — WHAT WE DO

Built for companies that sell abroad

One platform for every region

China and overseas teams on one Salesforce org, in their own language, currency and time zone, with shared definitions.

Multi-language Multi-currency

Field sales anywhere

Reps log visits and follow opportunities in a WeChat mini-program or the Salesforce app, at home or abroad.

Mini-program Mobile

Orders that reach the ERP

Orders reviewed across departments in Salesforce, then passed to SAP or your ERP for shipping.

Order review SAP

After-sales for global customers

Service Cloud for complaints, RMA, failure analysis, credit notes and invoices, with SLA alerts.

Service Cloud SLA

Cross-border data, handled

Design for China's data rules: the global edition with field encryption, or Salesforce on Alibaba Cloud.

Encryption Data localization

A team that speaks your language

English-speaking consultants with years of overseas delivery for multinational clients.

English Overseas delivery

02 — CROSS-BORDER DATA

Customer data that may leave China

Some customer data falls under China's cross-border data rules. We help you work out what applies, then design for it. Both encryption options below are running in real projects.

Encryption service in China

Sensitive fields are encrypted by a service hosted in China (AES-256) before they are stored in Salesforce; users see plain text only through a secure component.

good

  • Keys and decryption stay in China
  • Fields and objects set in a mapping table

trade-off

  • Each call goes out to the service, so it is slower

Encryption inside Salesforce

The same AES-256 encryption runs as shared methods inside Salesforce, configured per object and field.

good

  • Fast: no external calls
  • No extra system to run

trade-off

  • Keys live in Salesforce, so it is less isolated than option 1

or keep it all in China

Salesforce on Alibaba Cloud

Run the org in China and keep data local. We moved HOMAG’s 15-year org there with zero business interruption.

Read the HOMAG story

03 — CLIENT STORIES

Projects for companies that sell worldwide

Client names are withheld; ask us for references.

A global solar module maker

SOLAR PV · CUSTOMERS IN 170+ COUNTRIES

After-sales complaints, run on Service Cloud

6

complaint business lines in one process

100%

of cases handled online

  • Module repair, RMA replacement, failure-analysis returns, credit-note compensation, invoices and replenishment in one Service Cloud process
  • Cases picked first in, first out; email templates, knowledge suggestions, approvals and settlement reports
  • SLA alerts and satisfaction surveys built in, so every case can be traced
Service Cloud SLA Knowledge

A solar manufacturer with 14,000+ staff

SOLAR PV · 100+ COUNTRIES

Order review and SAP, in one CRM

  • Orders reviewed in Salesforce, with every department's sign-off visible in one place
  • After-sales orders linked to the original sales orders
  • Order data passed to SAP for shipping; single sign-on and two-factor login for users
Sales Cloud SAP integration SSO

A consumer-products group in Hong Kong and Jiangsu

CONSUMER PRODUCTS · OVERSEAS SALES

Salesforce plus a WeChat mini-program

  • Sales teams, overseas sales included, log visits, check in and follow opportunities in a WeChat mini-program linked to Salesforce
  • A custom app for the factory team, on MySQL, Redis and a CDN, synced through our Salesforce connector
  • Not every user needs a Salesforce licence, which keeps running costs down
  • Power BI for charts and analysis
Sales Cloud Mini-program Custom app

Keep exploring

SalesforceConsulting, implementation, integration, support IT DeliveryCustom apps, mini-programs, integration, BI ManufacturingFrom lead to after-sales, tied to ERP Project ManagementPlans, milestones, change control, SLAs

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