Company Profile
Toppan Nexus is a top-tier provider of financial communications and printing services, trusted for secure, high-quality solutions in capital markets, regulatory disclosures, and corporate communications. Part of the Toppan Group (Japan), it operates across Asia with offices in Hong Kong, Singapore, Beijing, Shanghai, and Shenzhen.
Industry
Professional Services
Company Size
500-1,000
HQ Location
Hong Kong
Business Challenge
1. Localization and Regional Operational Alignment
The previous CRM system was designed with a U.S.-centric approach, and as Toppan Nexus continued to operate across Singapore, Hong Kong, and Greater China markets, there was an increasing need for a platform that could better align with regional operational requirements. Enhancing localization capabilities would help improve daily processes, support sales teams in managing complex financial communications, and better address region-specific business needs.
2. Data Compliance and Security Considerations
As Toppan Nexus managed sensitive client data across multiple markets, ensuring compliance with local data protection requirements became an important consideration. The business required a more flexible platform to support secure and localized data management while continuing to maintain the high confidentiality standards expected in the financial services industry.
3. Specialized RFQ Tools and Workflow Flexibility
With complex and compliance-driven workflows, improving the efficiency of the Request for Quotation (RFQ) process became an important focus for the sales team. Without a dedicated RFQ function, some processes relied on manual coordination, creating opportunities to further enhance efficiency and flexibility. A more configurable approach was needed to better support Toppan Nexus’s specific business workflows and maximize the value of the CRM platform.
Neocrm Solution
1. Flexible Platform Configured for Complex Sales Operations
Neocrm delivered a highly configurable platform tailored to support Toppan Nexus’s complex sales and operational workflows. The system was customized to align with the company’s multi-market business processes, enabling sales teams to manage opportunities, collaborate with internal stakeholders, and track project progress more efficiently.
2. Seamless Implementation with Rapid User Adoption
Neocrm ensured a smooth implementation process with minimal disruption to daily operations. Through structured onboarding and training, the sales and operations teams quickly adopted the new platform, enabling them to transition to more streamlined and efficient workflows while maintaining consistent service to clients.
3. Custom RFQ Module and Highly Configurable Workflows
A bespoke RFQ module was developed to meet the precise needs of the financial communications sales team, enabling faster and more accurate quoting. The powerful PaaS-based platform allowed extensive customization of workflows and integrations, perfectly matching Toppan Nexus’s complex processes and regulatory demands.
Result
Since partnering with Neocrm, Toppan Nexus has achieved a significant improvement in sales and operational efficiency. By adopting a highly configurable CRM platform tailored to its business processes, the company has eliminated workflow friction and enabled the sales team to manage complex quotations with greater speed and accuracy. The custom RFQ module has substantially reduced manual effort and quoting errors, directly improving productivity and increasing return on investment.
The smooth implementation and strong user adoption allowed teams to quickly transition to the new platform while maintaining continuity in client service delivery. Sales and operations teams can now collaborate more effectively, with centralized information and standardized workflows supporting day-to-day activities.
With enhanced visibility into sales pipelines, streamlined quotation processes, and flexible customization capabilities, Toppan Nexus is better equipped to respond quickly to client needs in the fast-paced financial communications sector. Management also benefits from clearer insights into sales performance and operational progress.
By implementing Neocrm, Toppan Nexus has built a scalable digital foundation that supports ongoing business growth. The platform’s flexibility allows the company to continuously refine its sales processes, expand RFQ capabilities, and further strengthen operational efficiency as the business evolves.
