Customer Success Stories

Spectra Technologies Holdings Co. Limited    forever couple_2



Spectra founded in 1993 and is the Greater China Leader in design and development of electronic transaction solutions.



Spectra designs and develops future-ready technologies and solutions aiming to provide their customers with pioneered and value-added services meeting consumers’ demand.



Sales team was using excel to record all the customers and related activities, all the data are on their own hand, there are few challenges with this.

  • No statistic way to qualify or prioritize the customers.  This may seriously impact the win rate, and is time consuming to handle the one for a long time that is actually unqualified.
  • Sales head has no full visibility into performance of each sales so it is very hard for them to have a clear picture on the actual business situation, for example, sales pipeline and to carry out the corresponding adjustment.
  • It takes time for sales manager to generate a report for management once he need it, and thus, it’s hard to have any immediate action or sales & business planning according to the current market trend.


Results & Benefits

The project has been done in a short manner – just 6 days.  With our quick implementation, Spectra can adopt the new system in just few days and focus on their main business for a quick and better results.

  • With lead scoring, the lead handling process has been improved and sales can focus more on those customers who is more valuable to their business.  Sales head and his team can take immediate action to improve the sales performance proactively.
  • A clear report and a specify dashboard can be generated by just a few clicks, so sales head and management can now easily view the real-time business performance whenever he want and plan for a better future.
  • Purchase order and quotation format is being standardized and they can now pair the products with the factory in order to make sure the right production time with the right product.