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Solutions / CRM
Customer Relationship Management (CRM)

One CRM your sales, service, and marketing teams will actually use

No more chasing customer history across spreadsheets and inboxes. 

AL
Aisyah LimIs my renewal discount still on?
Lifetime value
RM 48K
+12% this year
Powered by Sales Cloud Service Cloud Marketing Cloud Agentforce
Why It Happens

Winning a customer costs five times more than keeping one. Growth starts with retention.

A CRM that connects every touchpoint means no customer falls through the cracks after the deal closes - so the relationships you've already won keep compounding into referrals, renewals, and expansion revenue.

How Salesforce CRM works: phone and email, WhatsApp and web, Slack, and billing and orders feed one customer record covering pipeline and forecasting, 360-degree customer view, service and cases, marketing journeys, Agentforce and CRM in Slack, so every team sees the same customer
CRM in action

One customer journey, start to finish.

Prospect

Find the right-fit accounts before a rep lifts a finger.

What happens here
Match accounts to your ICP
Prioritise by fit and intent
Sales

Lead

Capture interest and let scoring point reps at what matters.

What happens here
Capture leads from every channel
Auto-score so reps chase what matters
Sales

Opportunity

Every active deal in one shared, always-current pipeline.

What happens here
One shared pipeline, live
Every stage and next step visible
Pipeline

Quote

Pricing, negotiation and approvals in one tracked thread.

What happens here
Send pricing in a tracked thread
Approvals built into the flow
Deal

Customer

Deal won and handed off with full history intact.

What happens here
Deal won, handed off cleanly
Full history follows the account
Won

Service

Every case lands with the customer's full context attached.

What happens here
Cases land with context attached
Resolved across every channel
Support

Retain & Grow

Surface renewals and upsell before churn risk sets in.

What happens here
Spot renewal and upsell early
Act before churn risk sets in
Grow
Every cloud, one customer record

What your teams actually see day to day.

Every deal, stage, and forecast in one pipeline.

Reps stop reconciling spreadsheets at month-end and managers forecast from live data - so the number you commit to is the number you can see.

One customer record every team can trust.

Sales, service, and marketing all work from the same history, so nobody asks the customer to repeat themselves and every conversation picks up where the last left off.

Every channel, one queue, full context.

Phone, email and chat land in a single queue with the customer's history attached, and Agentforce resolves simple requests like a plan change on its own - so agents resolve faster and nothing slips between systems.

Draft the journey once; it runs itself.

Build the path from lead to customer once, and AI decides send-time and content per person - the platform handles the scheduling and follow-through.

Routine requests, resolved end-to-end.

Agentforce works inside the CRM - closing simple cases on the spot, in English and Malay, and handing the rest to staff with full context. Refunds wait for a person to approve, and every action is logged.

Make selling a team sport.

Each deal gets its own Slack channel with the Salesforce record shared in the conversation. Approvals given in Slack are logged against the record, and keyword alerts pull in the right people automatically - so cross-functional teams and decision-makers move together, in real time.

Sales Cloud pipeline: RM 2.4M open pipeline at 108% of quota, Einstein forecast, approvals and pipeline by stage
Customer 360: one unified record with lead score, lifetime value, renewal reminder and past orders
Service case queue: open cases, first response and CSAT, with a plan change resolved by Agentforce and a case summary drafted automatically
Marketing journeys: open rate, predicted uplift, the next best journey and an AI send-time recommendation, with campaign history per customer
Agentforce activity: actions today by agent, cases resolved without staff, and refunds that wait for staff approval, all logged and reviewable
CRM in Slack: the Megah Holding deal channel with the Salesforce opportunity shared in the conversation, margin approved and logged against the record, and the deal desk invited automatically by a keyword alert
Business impact

What changes when every team works from one customer record.

The shift that matters

One Customer Record The Whole Company Can Act On

Sales, service and marketing stop keeping their own version of the customer. When history, cases, orders and conversations sit on one record, nobody asks the customer to repeat themselves and nobody works from a stale spreadsheet.

Pipeline You Can Trust

Opportunities updated where the work happens, so the forecast reflects reality instead of end-of-quarter guesswork.

Handovers That Do Not Drop

Marketing to sales to service moves with full context attached, so nothing restarts at zero.

Faster Answers For Customers

Whoever picks up the conversation already knows the history, so first contact resolves more often.

Less Admin, More Selling

Data entry, follow-up reminders and reporting run automatically rather than consuming rep time.

Decisions From One Set Of Numbers

Leadership reports from the same record the teams work in, so there is one version of performance rather than three reconciled after the fact.

The business case

Organisations running a connected CRM see it in the numbers.

29%
increase in sales
34%
increase in sales productivity
42%
increase in forecast accuracy
Source: Salesforce, Sales Cloud customer outcomes

Your CRM is the Front Office - every first contact, deal, and renewal in one place.

Why Telcowin

Most CRM rollouts fail at adoption, not at the software.

As a Salesforce partner across Malaysia and Indonesia, Telcowin doesn't stop at switching on a platform. We migrate your legacy data, wire it into the tools your teams already run on, and stay on after go-live to tune it as your business changes - so the CRM keeps earning its keep instead of becoming shelfware.

What growth breaks without it
✕ Customer information is spread across multiple systems.
✕ Sales teams lack visibility into opportunities and pipelines.
✕ Marketing, sales, and customer service operate in silos.
✕ Reporting and forecasting take too much time.
FAQ

Frequently asked questions

What is the difference between CRM and ERP?+

CRM manages Front Office customer relationships and sales, whereas ERP handles back-office operational logistics and corporate finances. They connect natively so all teams share data.

Can CRM integrate with our existing systems?+

Yes. Modern CRM platforms can integrate with ERP, finance, HR, contact centre, marketing, and other business applications, creating one customer ecosystem across your organisation.

How long does a CRM implementation take?+

Implementation timelines vary depending on your business requirements, integrations, and project scope. Many organisations adopt CRM in phases to accelerate time to value while minimising business disruption.

Can we start with one department and expand later?+

Absolutely. Many organisations begin with Sales or Customer Service before expanding to Marketing, AI, automation, and additional business functions as their needs evolve.

How do we choose the right CRM platform?+

The right CRM depends on your business objectives, industry, existing technology landscape, and long-term growth plans. Our consultants help you evaluate and implement the solution that best fits your organisation.

What results can we expect from a CRM?+

A well-implemented CRM helps organisations strengthen customer relationships, improve collaboration across teams, increase sales productivity, enhance customer service, and make better business decisions through connected customer data.

What is the best CRM software for a business in Malaysia?+

It depends on your size, processes and the systems you already run. Salesforce is the most widely used CRM platform worldwide and scales from small teams to large enterprises. We start with a short discovery to check the fit before recommending any CRM system.

Related solutions

Continue your customer experience transformation.

Ready for a CRM your teams will actually adopt?

We'll assess how your teams sell, serve, and market today, then map the CRM rollout and adoption plan that gets it used from day one.