To optimize management processes, enhance the working experience of the sales team, and preserve customer data as an invaluable shared asset, Techzen is officially putting the TechCRM system into operation.
This is an internal B2B CRM system built entirely by Techzen’s own development team – “Made by Techzen, for Techzen”, customized to fit the company’s exact processes and business realities.
1. The Real-World Challenge and the Solution Named TechCRM
Throughout its growth, traditional customer data management methods—relying on scattered Excel files, personal inboxes, or individual notes—revealed numerous drawbacks:
- Information was fragmented and difficult to look up.
- Duplication easily occurred when multiple staff members approached the same partner.
- Work history was disrupted whenever there was a personnel change.
- Aggregating sales reports consumed significant manual time.
TechCRM was created to thoroughly resolve these issues by bringing all data into a single centralized location:
| Situation | Before TechCRM | With TechCRM |
| Customer Information | Scattered across various personal files | A comprehensive 360° profile for each partner, easily searchable by anyone |
| Duplicate Outreach | Hard to detect, prone to stepping on each other’s toes | Automatic duplication alerts based on company name and tax ID |
| Email & Transaction History | Stored in private inboxes | Automatically linked to the customer profile and transparently recorded on a timeline |
| Job Handover | Told manually, prone to omissions | 100% of call, meeting, and email history readily available |
| Executive Reporting | Awaiting manual compilation | Real-time dashboard updates on sales funnels and closing rates |
2. Key Highlights Optimized for Business Efficiency
360° Customer Profiles & Visual Sales Funnel
TechCRM features 8 specialized modules covering the entire journey from lead generation to contract closure:
- 360° Profiles: Manages complete corporate data, contact persons, responsible owners, and associated documents, while automatically evaluating relationship “health” and scoring potential on a scale of 0–100.
- Sales Funnel (Deals): Designed as an intuitive drag-and-drop board across stages (Discovery → Evaluation → Proposal → Negotiation → Closed). The system triggers alerts if a deal shows no progress after 14 days.
Intelligent AI Assistant
Integrated Artificial Intelligence (AI) helps the sales team maximize time savings:
- Summarizes long email threads and partnership statuses.
- Suggests reply drafts and tags content inside messages.
- Operational Principle: AI strictly acts as a drafting assistant; users review and decide before sending.
Ready for the Japanese Market
Designed to meet strict standards when working with international partners:
- Multi-language support: Vietnamese, English, Japanese.
- Recognition of Japanese corporate legal entity numbers (法人番号).
- File-sharing protocol featuring password compression with passwords sent via a separate email—standardized according to Japanese business culture.
Flexible Experience Across Devices
TechCRM operates smoothly across computers, tablets (iPads), and mobile phones. The strategy module also integrates a touch whiteboard to sketch solutions collaboratively with clients right during meetings.
3. A Crucial Digital Transformation Milestone for Techzen
The official operation of TechCRM is not only a technological advancement but also reflects Techzen’s commitment to standardizing internal processes, enhancing customer service capabilities, and optimizing workflow efficiency.
Customer data has now become a shared asset that is protected and sustainably developed. Wishing Techzen’s Sales, Customer Management, and Leadership teams breakthrough experiences with TechCRM!
