Lao A's Guideenterprise cost reduction and efficiency improvemententerprise digital officeenterprise digitalizationR&D expense trackingR&D time managementR&D expense allocationR&D complianceR&D cost allocationproject standardization managementproject management digitalizationMulti-project work-hour allocationR&D project management

Episode 22: Managing Customers Starts with Managing Information

Name: Episode 22: Managing Customers Starts with Managing Information
Uploaded: 2026-09-29T09:39:41.820Z

9/29/2026

Lao A is back at pre-sales support for a new project—doing product demos, solution discussions and customer communication with sales rep Xiao Yi. Xiao Yi works relentlessly, making dozens of calls a day, but there's a problem: all customer information lives in a little notebook, and every conversation is remembered by memory alone. Every request for Lao A's help comes at the last minute, shredding his daily work. Lao A wants to find a CRM tool for Xiao Yi, so she can manage customers well and he can finally breathe. But the idea keeps getting delayed—because he has no spare time either. Days pass, no project closes, and the boss keeps painting big pictures. Lao A even dreams about pitching projects and debating solutions. The pressure is suffocating.