Blog/CRM/Salesforce on Alibaba Cloud Consulting & Implementation Services
Empower enterprises with compliant China operations and deliver targeted B2C/B2B experiences through expert Salesforce on Alibaba Cloud CRM deployment and local integration.
Why Customer Relationship Management (CRM) in China Demands a Localized Approach
Distinct Digital Landscape
China’s digital ecosystem is dominated by local platforms, such as WeChat/WeCom, Tmall, and Xiaohongshu, which require CRM solutions to integrate seamlessly with these channels for effective customer engagement.
Strict Data Regulations
China’s Personal Information Protection Law (PIPL) and cross-border data transfer policies mandate that brands operate with stringent data privacy and security measures, making compliance a top priority for any CRM initiative.
Performance Considerations
Due to the Great Firewall, China’s network environment, especially cross-border access, can slow response times. Organizations need to use localized infrastructure to ensure fast and reliable access.
Global Headquarters Visibility
Multinational companies need real-time transparency and control over their China operations to align local execution with global standards, drive business growth, and mitigate risks.
Salesforce on Alibaba Cloud (SFOA) for CRM Success in China
Salesforce on Alibaba Cloud is a localized version of the CRM leader Salesforce, hosted on Alibaba Cloud, and integrates seamlessly with the country’s unique digital ecosystem.
Key Benefits
Regulatory Compliance: Ensure all customer data is stored and processed within China, meeting PIPL and cross-border data transfer regulations.
Global Visibility & Control: Gain real-time insight into the China operations (customer acquisition, engagement, and retention), aligning local execution with global CRM strategies and reporting standards.
Seamless Integration with Local Platforms: Connect with Chinese digital channels and local business systems (including clienteling and marketing automation tools).
Data-Driven Personalization: Leverage localized Salesforce solutions for hyper-personalized experience delivery across channels, increasing conversions, and maximizing customer lifetime value.
Scalability & Security: Benefit from enterprise-grade security, high performance, and scalable solutions specifically designed for China, powered by Alibaba Cloud’s robust infrastructure.
How We Help
2023 Gold & 2024 Bronze Agency of the Year Winner
Top Global & China Salesforce Consultancy in 2024
End-to-End CRM Strategy Consulting & Technical Implementation
Leverage our dual expertise in strategy consulting and hands-on technical development — guiding you from solution selection, functionality and architecture planning, to seamless system integrations with both local and global platforms, deployment, and change management.
China Data Compliance & Cross-Border Transfer Advisory
Navigate China’s regulatory landscape with expert guidance on compliant data export from China to overseas systems — including secure methods and encryption — and seamless integrations for Salesforce on Alibaba Cloud (including with your global clienteling app, CRM, and CDP).
Collaborate Globally, Execute Locally
Work with lTC’s multilingual teams based across China, Vietnam, and Singapore for seamless project delivery and effective communication with both Chinese and international stakeholders.
Proven Process We Follow
1. Onboarding & Stakeholder Alignment
Lead cross-functional alignment with your local and global HQ teams, as well as internal and external stakeholders, by conducting in-depth research and interviews to clarify goals and map your current digital operations and strategic priorities.
2. As-Is System Understanding
Evaluate your digital and offline assets, internal capabilities, and technology stack through expert analysis and mystery shopper programs to establish a clear baseline for transformation readiness.
3. Competitive Analysis
Analyze digital initiatives of both direct and cross-category leaders to identify best practices, competitive advantages, and opportunities for differentiation in your CRM strategy.
4. CRM Solution Vendor Selection
Advise you on selecting the most suitable CRM platform — such as Salesforce on Alibaba Cloud — by evaluating your business model, compliance requirements, and integration needs, and providing a clear rationale for why SFOA is the strategic choice.
5. Salesforce Products Consulting
Consult with you to identify which Salesforce on Alibaba Cloud modules (Sales Cloud, Service Cloud, etc.) best address your unique needs, design the optimal usage strategy, and create a phased implementation plan to drive business impact.
6. Technical Architecture Design & System Integrations
Define the target-state technology and data flow architecture, plan system integrations, study technical feasibility, and localize Salesforce CRM for China’s compliance, security, and performance requirements.
7. Salesforce Environment Configuration & Customization
Complete end-to-end configuration and customization of the Salesforce on Alibaba Cloud production environment, including metadata setup, user roles, permissions, and data models.
8. Core Business Data Migration
Plan and execute secure Salesforce data migration of core business entities — such as Accounts, Leads, Contacts, Engagement History, Relationships, Orders, and Order Items — ensuring data integrity, accuracy, and minimal business disruption.
9. Salesforce Platform Development
Build and enhance Salesforce platform features and integrations to support your unique workflows and business objectives.
10. System Testing & Performance Optimization
Conduct collaborative system testing (functional, integration, UAT) and SFOA performance optimization with your China business team to ensure operational excellence and local fit.
11. SOP Development & Training Workshops
Develop standard operating procedures (SOPs) and deliver tailored training workshops for each relevant department to drive adoption and maximize value.
12. Post-Launch Optimization
Monitor and optimize key KPIs — such as First Response Time (FRT), Average Resolution Time (ART), First Contact Resolution (FCR), and Customer Satisfaction (CSAT) — to accelerate engagement, enhance service, and fuel ongoing customer-centric growth.
Additional: WeCom x Salesforce on Alibaba Cloud Integration
Enable seamless WeCom and Salesforce CRM integration and localize your global clienteling apps to optimize customer engagement in China.
Additional: GenAI x Salesforce on Alibaba Cloud
Enable AI-driven workflows in CRM — such as automation, customer data analysis, personalized recommendations, and chatbots — that fully comply with PIPL and China’s data regulations.
Salesforce on Alibaba Cloud Implementation for B2C vs B2B Sectors
For B2C Enterprises
- Use Service Cloud as the primary solution for customer service and support.
- Integrate Service Cloud with WeCom and local marketing automation/data vendors.
- Unify customer data and deliver high-volume, personalized experiences across all channels.
- Enable seamless omni-channel engagement and rapid response to market trends.
For B2B Enterprises
- Use Sales Cloud as the primary solution for pipeline and opportunity management.
- Manage complex, long-term sales cycles and multi-stakeholder deals.
- Enable secure, role-based data sharing and cross-team collaboration.
- Integrate SFOA with global CRM platforms for real-time HQ visibility and local compliance.
Impact We Deliver
Elevating Luxury CRM Strategy in China with Salesforce on Alibaba Cloud
Discover how IT Consultis (ITC) empowered luxury retailers to elevate their CRM strategies in China by integrating Salesforce on Alibaba Cloud (SFOA) with WeCom, enabling compliant, personalized customer engagement and driving growth.
Explore Other CRM Solutions
Salesforce Global for Global Markets
Execute global Salesforce strategies by designing compliant, unified CRM architectures, scaling workflows, and supporting end-to-end project delivery for consistent global operations.
Other CRM Solutions for the Chinese Market
Guide you to select and implement the optimal CRM for China (e.g., Shuyun, Tencent) by matching unique business needs with platform capabilities, compliance, and scalability.
