In B2B manufacturing companies, customer data and transaction data are often spread across multiple systems, such as ERP, sales software, or internal management tools. When information is fragmented, businesses face challenges in tracking customers, evaluating business performance, and making timely decisions.

This was also the challenge faced by Goldsun Packaging, one of Vietnam’s leading packaging manufacturers, during its growth journey. To address this challenge, Goldsun chose to implement Cogover CRM - A No-code & AI-native CRM platform that can be customized to unify customer data, standardize sales processes, and provide real-time business visibility for the company.

Source: Goldsun Packaging

About Goldsun Packaging

A pioneer in Vietnam’s printing and packaging industry

Goldsun Packaging & Printing JSC is one of Vietnam’s leading companies in packaging and printing, with over 30 years of operation. Goldsun serves a wide range of industries, from food and beverage to electronics and construction materials, with customers across both the domestic market and export markets such as South Korea, Japan, and China.

With a strong commitment to quality under ISO 9001 and ISO 14001 standards, along with the capacity to complete more than 15,000 projects each year, Goldsun has always positioned digital transformation as a strategic priority to maintain its competitive advantage in an increasingly challenging packaging industry.

Source: Goldsun Packaging

Challenge

When manual processes could no longer meet the requirements of B2B sales operations

Before implementing Cogover, Goldsun faced a series of challenges specific to the B2B packaging manufacturing industry. Orders were complex, and every error had the potential to cause losses worth tens of billions of VND.

• Lengthy quotation time, from one week to one month: Pricing in the packaging industry is highly complex, involving planned prices, standard costs, and market prices. Each quotation often had to wait for technical drawings and demo samples, which slowed down customer response time compared to competitors.
• Long B2B sales cycle with multiple stages: The process moved from prospecting → offering → quotation and sampling → contract signing → long-term customer care → repeat orders. Without a system to control this process, sales teams could easily lose track of customers along the way.
• Major losses caused by quality and delivery issues: Errors in quantity, print quality, and delivery timelines could result in significant losses. Customer complaints occurred, but there was no systematic way to control, classify, and manage them.
• Sales team management lacked data: KPI tracking, revenue performance, and target completion were still managed largely based on estimation. The leadership team spent significant time consolidating manual reports and lacked a visual dashboard for performance tracking.
• Large volumes of legacy CRM data that could not be re-entered manually: Goldsun already had an existing CRM system with a large amount of customer data accumulated over many years. The key requirement was to make use of this legacy data without having to re-enter everything from scratch.
• Security and access control did not meet business requirements: Goldsun needed flexible role-based access control, where salespeople could only view their own customers, managers could view the full team, and the Board of Directors could access consolidated reports. The old system could not meet these requirements.

Solution

Cogover CRM - A specialized CRM platform for manufacturing and packaging businesses

Cogover designed a dedicated CRM solution for Goldsun, focusing on six key pillars to solve the entire chain of challenges, from customer data and sales processes to sales performance management.

1. Unified 360° customer data for the packaging industry

All customer information from company profiles, packaging products purchased, monthly sales, competing suppliers, to complaint history is centralized on one platform. The 360-degree customer profile helps sales teams clearly understand customer potential, current share of business, and opportunities for growth.

Goal: Eliminate fragmented data across multiple sources.

2. Automated sales processes tailored to the packaging industry

The sales pipeline is standardized into clear stages: approach → quotation and sampling → contract signing and production. Each opportunity is tracked by status, win/loss reason, and quotation value, helping shorten the sales cycle and improve deal conversion based on real data instead of intuition.

Goal: Reduce quotation processing time by 70–90%.

3. Real-time dashboards and reports for every management level

Using the drag-and-drop Dashboard Builder, Goldsun can build different types of real-time reports to serve different management needs, including:

• Dashboard for the Sales Director: key accounts, overall pipeline, and share of business.
• Real-time sales versus target reports for the leadership team.
• Market-based filters for sales managers, including South Korea, Japan, domestic, and export markets.

Goal: Enable faster and more accurate decision-making.

4. Intelligent alert system to proactively retain customers

The system automatically detects customers with no sales activity for 3–6 months and sends alerts so sales teams can take timely action. At the same time, customers are ranked from A to E with defined care frequencies, ensuring that key accounts are never forgotten.

Goal: Prevent customers from being neglected.

5. Seamless ERP integration and mobile operations

Revenue and gross profit by customer are automatically synchronized from Bravo ERP to CRM, turning CRM into the single source of truth for business data. Sales teams can use the mobile app to update information immediately while working in the field, while the leadership team can view dashboards anytime, anywhere.

Goal: Maximize the value of existing systems and data.

6. Sales performance and KPI management

The system tracks revenue and gross profit target completion by week, month, quarter, and year for each individual and sales team. Bonuses and incentives can be calculated based on actual performance. The system also sends automatic alerts when employees fail to meet KPIs, allowing the leadership team to reassign resources or provide timely support.

Goal: Reward the right people and identify those who need support early.

“What we needed was not a conventional CRM software, but a system that could understand our business operations from complex pricing methods and competitor management at each customer account to ensuring that no key customer is ever forgotten. Cogover delivered exactly that.”

Goldsun Packaging’s leaders

Results

After implementing Cogover CRM, Goldsun Packaging achieved clear improvements in business operations and sales team management.

• Customer data and business data are no longer scattered across multiple systems, but unified on a single platform. The leadership team can access data faster and make decisions based on real data instead of relying on manual reports.
• For the sales team, the standardized sales pipeline provides clearer visibility into the progress of each sales opportunity while improving revenue forecasting capabilities.
• More importantly, the new CRM system has helped Goldsun shift from fragmented customer management to a more centralized and proactive customer management model.