(Source: https://pltfrm.com.cn)
Introduction
Chinese enterprises and HNWI now spend an average of ¥8.5 million annually on trusted overseas professional service partners. The firms commanding premium fees and unbreakable loyalty all share one advantage: a CRM system engineered for Chinese relationship culture and digital habits.
1. Turning One Project into a Lifetime Relationship
1.1 The 100-Day Golden Window CRM data shows 84% of retainer decisions happen within 100 days post-project. Automated “relationship warming” sequences — festival greetings from senior partners, industry updates, birthday gifts — keep your firm top-of-mind.
1.2 Family Office Succession Planning Triggers When the CRM detects children of founders studying abroad, it alerts the education and wealth-planning teams to offer seamless cross-border solutions.
2. Seamless Multilingual & Multi-Channel Service Delivery “2.1 One Client File Across Shanghai, London, and Singapore Global teams access the same Mandarin-first CRM interface with real-time translation of notes, ensuring zero information loss during handovers.
2.2 WeChat Video + Screen Sharing as Standard 95% of follow-up meetings now happen inside WeChat. CRM automatically records calls, transcribes content, and updates project status — eliminating version chaos.
3. Referral Engine Powered by CRM Intelligence
3.1 Identifying Your Silent Champions The system scores clients by referral potential (past introductions, industry influence, community activity) and prompts partners with pre-written introduction requests at the perfect moment.
Case Study: Swiss Wealth Advisory Firm That Grew AUM 680% in China
A 170-year-old Swiss private bank targeted Chinese ultra-high-net-worth families. Using advanced CRM:
- Sent hand-written Mid-Autumn Festival cards with family constellation artwork based on CRM family tree data
- Created invitation-only “Next Generation Leadership” program for heirs
- Automated annual wealth health reports in classical Chinese aesthetic Result: AUM from Chinese clients grew from $180 million to $1.4 billion in four years, with 40% from direct referrals.
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!
