(Source: https://pltfrm.com.cn)
Introduction China installed more solar capacity in 2024 than the rest of the world combined, and energy storage is following the same explosive trajectory. For overseas solar and storage providers, managing hundreds of GW-scale bids and multi-year relationships demands a CRM built for China’s unique tendering and financing environment.
- Tender & Bid Management Inside CRM
1.1 Centralized Bid Repository Store all historical bidding documents, pricing matrices, and competitor intelligence in one secure location compliant with Chinese data laws. Version control and permission settings ensure only approved pricing reaches local partners.
1.2 Automated Bid Qualification Set rules so the CRM instantly scores incoming tenders based on IRR thresholds, grid curtailment risk, and local content requirements. This allows sales teams to focus only on winnable projects.
- Financing Partner Ecosystem Management
2.1 Bank & Fund Tracking Maintain detailed profiles of policy banks, green funds, and provincial financing platforms with relationship history and approval success rates. Automated alerts notify teams when a partner releases new green financing guidelines.
2.2 Deal Room Collaboration Create secure deal rooms inside the CRM where overseas headquarters, local teams, and financing partners can review documents in real time.
- After-Sales & O&M Integration
3.1 Project Handover Automation When a deal closes, automatically push equipment lists and warranty details to the service module. Field technicians access everything via mobile CRM during installation and commissioning.
3.2 Performance Monitoring Dashboards Link inverter and battery telemetry data (via API) to customer records so account managers can proactively address under-performance before the client notices.
- Compliance & Localization Features
4.1 Golden Tax Invoice Automation Integrate directly with China’s Golden Tax system for instant VAT fapiao issuance after milestone payments.
4.2 Multi-Language Contract Generation Generate bilingual contracts that satisfy both overseas legal teams and Chinese counterparts without manual re-entry.
Case Study: A North American Energy Storage Leader
Working with PLTFRM, a top-tier North American battery manufacturer implemented a fully localized CRM with custom tender-scoring algorithms and WeChat lead capture. The system reduced bid preparation time by 45% and helped the company secure over 2 GWh of projects in Shandong and Inner Mongolia in its first 18 months.
Conclusion
In China’s hyper-competitive renewable tender market, a purpose-built CRM is the difference between reacting and leading. Overseas solar and storage brands that master these tools dominate project pipelines and build unbreakable local partnerships.
PLTFRM is an international brand consulting agency that works with companies such as Red, TikTok, Tmall, Baidu, and other well-known Chinese internet e-commerce platforms. We have been working with Chile Cherries for many years, reaching Chinese consumers in depth through different platforms and realizing that Chile Cherries’ exports in China account for 97% of the total exports in Asia. Contact us, and we will help you find the best China e-commerce platform for you. Search PLTFRM for a free consultation!
