Company Overview

Yun Zhang Fang (云账房), founded in 2015, is a leading tax and accounting platform in China. Built on a core team with over 30 years of expertise in corporate finance and taxation, it leverages cutting-edge technologies like artificial intelligence and big data to deliver solutions tailored for accounting firms and SMEs.  

With a nationwide footprint spanning  25 provinces and regions, Yun Zhang Fang has established strategic partnerships with nearly 10,000 bookkeeping firms, and now supports millions of SMEs with reliable tax and accounting services. 

Key Challenges 

1.  As Yun Zhang Fang’s customer base expanded rapidly, the sales struggled to manage customer information in a centralized and timely manner. The lack of real-time updates made it difficult to track customer engagement and led to delays in missed follow-ups. 

2 . Tracking daily workloads and performance across teams was challenging. Without a clear overview of team activities, managers were unable to make informed, strategic decisions.

Solutions with EC 

Smarter lead segmentation and follow-up

Yun Zhang Fang consolidated all client data into the EC CRM system, creating a unified client pool. With tools like tagging, the team created detailed profiles, identified high-intent leads, and drew up sales strategies at greater scale. 

Full visibility into sales activities   

With EC, all interactions between sales staff and clients are automatically archived, giving managers clear visibility for accurate issue tracing and more effective team oversight. EC’s data-generated dashboards provide instant access to key pipeline metrics, helping managers monitor team performance and adjust their management strategies.