Traditional CRM systems struggle to meet the needs of businesses seeking efficient customer relationship management and improved performance due to data fragmentation, difficulties in managing sales personnel, concerns about customer privacy data, and a lack of intelligent analysis. The rapid development of large language models and Agent technology has ushered in the era of intelligent CRM, enabling full-process automation from lead generation to customer conversion, project management, and financial data processing, thereby improving operational efficiency and creating incremental value.
Tongfu Shield CRM Intelligent Agent "Lucky Cat"
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AI Agent Empowers Intelligent Sales for Enterprises
Tongfu Shield introduces its CRM Intelligent Agent (CRM Agent), codenamed "Lucky Cat (CAT)," to empower businesses with intelligent automation throughout the entire sales process, from lead generation to deal closure. Supporting self-organized management and self-hosted deployment models, it ensures complete control over core confidential data, eliminating privacy and security concerns, and helping businesses build sustainable customer-centric business relationships.
Core Advantages
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Facilitates Lead Generation, Deal Closing, and Profit Maximization
I. Comprehensive Scanning, Intelligent Prospecting
1. Efficient Lead Mining
Data is mined from multiple channels, including company websites, social media, and bidding platforms, to accurately identify potential customers and generate high-intent prospect lists. This significantly reduces the manual search burden for sales teams, improving lead acquisition efficiency and accuracy.
2. Secure Customer Resources
Automatically stores customer contact information in an on-chain business card database, ensuring that customers are not lost when sales personnel leave, helping businesses build a stable and growing customer asset pool.
II. Deep Insight, Precise Marketing
1. Customized Sales Strategies
Deeply analyzes historical customer communication records and, based on customer preferences, customizes exclusive sales scripts and product recommendations for sales personnel, helping sales teams accurately reach customer needs.
2. Enhanced Service Efficiency
Responds to customer inquiries in real-time. With automatic replies and intelligent recommendations, it quickly resolves customer issues, significantly improving customer satisfaction, boosting sales conversion rates, and adding greater value to each customer interaction.
III. Intelligent Risk Control, Comprehensive Protection
1. Intelligent Risk Identification
Automatically scans for enterprise credit, litigation risks, and app security vulnerabilities, generating detailed reports to help businesses quickly identify potential risks and avoid cooperation risks.
2. Reliable Cooperation Guarantee
Uses blockchain technology to record qualification documents and due diligence conclusions. Verification can be done quickly by scanning a code, significantly improving due diligence efficiency and trust in cooperation.
IV. Intelligent Collaboration, Efficient Closed-Loop
1. Intelligent Meeting Assistant
Automatically summarizes meeting minutes, accurately updates customer information, and intelligently schedules subsequent agendas, improving the collaboration efficiency of sales teams.
2. Full Lifecycle Contract Management
Covers the entire lifecycle of contracts, from template generation and electronic signatures to performance progress monitoring, comprehensively ensuring contract execution, accelerating corporate collections, and improving capital turnover efficiency.
V. Financial and Operational Transparency, Data Empowerment
1. Real-time Linkage and Automatic Synchronization
Achieves real-time linkage between project progress, cost consumption, and customer needs, while the financial system automatically synchronizes contract amounts and invoice information, reducing manual intervention and lowering the risk of errors.
2. Precise Decision Support
Enterprise managers can obtain real-time insights into project financial status and adjust strategies promptly, providing solid data support for accurate decision-making.
VI. Data Security, Worry-Free Privacy
1. Self-Organized Management
Introduces a new organizational form using blockchain technology, achieving self-organized operation through smart contracts and decentralization, resulting in flexible and efficient customer management.
2. Self-Hosted Deployment Model
Employs a flexible self-hosted deployment model, allowing enterprises to have complete control over their core confidential data, addressing data security and privacy protection needs from the bottom up.
Use Case Demonstration
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Automated Lead Generation, Project Management, and Financial Analysis with "Lucky Cat"
Conclusion: Whether AI Agents can create business value is the new AI Turing test. CRM, with its high-density customer data, short-chain business scenarios, and explicit value feedback mechanism, has become a key entry point for enterprise AI Agent deployment. Tongfu Shield's CRM intelligent agent "Lucky Cat (CAT)" accurately injects AI Agent capabilities into the entire sales chain while ensuring enterprise data sovereignty. It builds a closed loop of "data perception - privacy computing - intelligent decision-making" centered on the customer journey, solving the data security dilemma in traditional AI deployment and achieving dynamic optimization from lead cultivation to deal closure through lightweight model clusters. This marks the official entry of enterprise-level AI applications into a new paradigm driven by both "secure and controllable" and "business value."