SaaS + Managed Operations Solution

From system deployment to operational execution, professional support throughout

Standardized Delivery Process

5 steps to complete system deployment and go-live

1

Data Preparation

Define customer/lead fields and tag taxonomy

2

Data Import

Bulk import historical customers and leads

3

Permission Setup

Teams, roles, ownership and visibility scope

4

Outreach Config

Template library, rate limits, unsubscribe & blocklist rules

5

Pilot & Review

Metrics dashboard, segmentation strategy & messaging iteration

Service Content

Professional team support throughout, ensuring maximum system value

System Configuration & Rule Setup

Based on your business needs, complete system initialization, field definitions, and business rule setup to ensure seamless workflow integration.

Template Library & Segmentation Strategy

Help develop message templates and scripts, design customer segmentation strategies to build a solid foundation for bulk outreach.

Operations Cadence & Periodic Reviews

Develop operations SOPs, establish periodic data review mechanisms, continuously optimize outreach effectiveness and conversion rates.

Continuous Optimization & Iteration Support

Based on business development needs, provide ongoing feature updates, strategy adjustments, and issue resolution support.

Security Assurance

Enterprise-grade security mechanisms protecting data and operations

Permission Isolation

Separate role and data permissions with clear ownership. Ensure different teams and roles can only access authorized data, preventing data leaks and unauthorized access.

Audit Trails

Critical operations are fully traceable to meet compliance requirements. All important actions are recorded and preserved, supporting audit reviews and ensuring transparent operations.

Get Your Custom Solution

Based on your business needs, we'll create a tailored growth plan

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