Manufacturing

How Estun Built a Customer-Centric Marketing Engine in Five Months

How Estun Built a Customer-Centric Marketing Engine in Five Months

The industrial robotics market has shifted from cyclical to structural growth. As manufacturers pursue smart manufacturing across Asia, Europe, and North America, demand for industrial robots, motion control systems, and integrated automation has compounded year on year. For robotics manufacturers themselves, the operational challenge has flipped: the question is no longer whether the market is large enough, but whether the internal operating system can scale fast enough to meet it — especially when growth comes through international acquisitions.

For Estun Automation, one of Asia's largest industrial robotics manufacturers by market share, serving customers across more than 60 countries, the question became urgent following two transformative acquisitions: UK motion control specialist TRIO in 2017, and German welding robotics pioneer CLOOS in 2019. Each move expanded Estun's technology base and global reach, but also surfaced a sharper question: how do you unify marketing operations across three continents while keeping every team focused on the same customers?

Company Background

Estun has grown into one of the largest publicly listed industrial robotics players in Asia, with overseas branches in Italy, Germany, and the United States. The Estun name itself combines EST and UN from Spanish, reflecting the founders' ambition to build an internationally recognized industrial automation brand.

The company operates two core business lines: automation core components and motion control systems — including servo systems, motion controllers, and CNC systems — and industrial robots paired with intelligent manufacturing solutions.More than 80% of the core components in Estun's industrial robots are produced in-house, giving the company a vertically integrated cost and quality position rare among global robotics manufacturers. By 2018, Estun was generating revenue across multiple downstream industries, from automotive and 3C electronics to packaging and metal forming.

The Challenge

Three forces converged to put mounting pressure on Estun's marketing organization.

Post-acquisition integration. The acquisitions of TRIO and CLOOS brought new product lines, new customer bases, and new sales channels into Estun's orbit. Without a unified customer view, the same end customer could be engaged separately by Estun, TRIO, and CLOOS teams — losing cross-sell opportunities and creating internal coordination friction.

A new dual-track marketing strategy. In 2018, Estun designated the year as its "Marketing Transformation Year," adopting a universal + segmented approach: scale in general markets, depth in vertical segments where Estun's product specialization could win. The strategy required clear corporate-level visibility into which downstream industries were producing the highest-quality opportunities — visibility Estun didn't yet have.

The customer-centric mandate. Sales teams could see their own pipelines, but customer feedback rarely flowed back to R&D, production, and supply chain teams. For a manufacturer that competes on engineering depth, this disconnect meant slower response to evolving customer requirements — exactly the wrong direction for a company scaling through global acquisitions.

The Solution

Under CIO Chang Xiaolei's broader IT strategy and led by CRM Project Manager Cao Jing, Estun's project team evaluated multiple CRM platforms before selecting ShareCRM. The deployment was deliberately phased: pilot in the East China region in November 2017, full marketing center rollout in January 2018, and marketing support functions onboarded by April 2018 — five months from first pilot to full deployment.

Why Estun chose ShareCRM, in a market with no shortage of enterprise CRM options:

  1. Enterprise-grade reliability for a listed company. As a publicly listed manufacturer subject to disclosure and data security requirements, Estun needed proven stability and data governance at scale. ShareCRM's track record across listed enterprises addressed this directly.
  2. Implementation experience with comparable customers. ShareCRM's existing customer base included a significant number of publicly listed companies and multinational subsidiaries — meaning the implementation playbook was already battle-tested in environments structurally similar to Estun's.
  3. Manufacturing depth — specifically Estun's peers and suppliers. This was the decisive factor. Several of ShareCRM's existing manufacturing customers were either direct peers of Estun or upstream suppliers in the same value chain. Their CRM workflows, opportunity stages, and pipeline structures were already aligned with how Estun ran its business — meaning less reconfiguration, faster adoption, and a richer set of reference workflows to learn from.

Once deployed, Estun structured CRM operations around a single principle the team calls "Connecting Customers, Creating Value Together" — the customer relationship as a single value chain across pre-sales, mid-sales, and post-sales.

Each stage is owned by a different organizational role with a different operational focus: the marketing team measures success in lead quality from marketing activities; the sales team measures success in customer conversion and revenue collection; the after-sales team measures success in equipment-level satisfaction and parts revenue. The shared language is customer value; the metric for each role is different.This operating model was tested under unusual conditions in 2020.

When pandemic restrictions disrupted industrial trade shows — historically a primary lead source for industrial robotics — Estun and ShareCRM jointly built a marketing-activity-to-lead workflow in a matter of weeks. It was Estun's first attempt at this kind of digital-first lead generation as a manufacturer. Inbound leads from website, social, mobile, and phone channels were automatically de-duplicated, cleaned, and routed by region, downstream industry, project size, and lead source into one of four pools — industry, major-account, region, or partner — for opportunity conversion.

What began as an experimental response has since become Estun's default mode of lead generation.Estun also tackled a specific operational friction: sales reps had been duplicating reporting across CRM and the OA system — daily reports, weekly reports, travel applications, and travel reports, each entered in a different place. By integrating CRM data with the OA system, Estun eliminated the duplicate reporting burden, which in turn improved the quality of data sales reps entered into CRM. With less friction, opportunity data became more accurate and complete.

The Results

A unified platform at meaningful scale. By the end of 2020, ShareCRM was serving approximately 400 sales staff across Estun's organization, managing relationships with around 10,000 customers and tracking 18,000 active leads. From that lead pool, the team had converted more than 6,000 opportunities — making ShareCRM Estun's operational nerve center for downstream customer relationships at full production scale.

Opportunity forecast error controlled within 20%. This is the single most consequential operating metric of the transformation. In industrial robotics — long sales cycles, distributed deal stages, multiple decision-makers per deal — opportunity forecasts are notoriously volatile, often missing by wide margins. With ShareCRM's standardized opportunity workflow and real-time pipeline data, Estun now keeps forecast error within 20%. For a manufacturer planning production capacity, working capital, and supply chain six months ahead, this translates directly into smaller inventory buffers, tighter board-level revenue commitments, and better-coordinated marketing spend.

Customer needs feeding directly into R&D and production. This was the single largest behavioral change inside Estun. With customer requirements visible in CRM and routed to internal teams, R&D and production decisions are increasingly anchored in current market signals rather than internal assumptions — bringing the customer-centric mandate from slogan to operating reality.

Higher-quality sales focus, grounded in lead-source analytics. With opportunity stage data and win-probability signals in CRM, sales reps concentrate effort on the highest-conversion opportunities rather than spreading attention across the full prospect list. As CRM accumulated lead-source data across multi-channel campaigns, Estun also gained the ability to analyze which marketing investments actually produced qualified pipeline — a critical input for budget allocation in an industry where trade-show and event spend can be substantial.

Conclusion

For Estun, ShareCRM is one of three pillars of its broader digital transformation — alongside ERP, the operations and supply chain backbone, and MES, the production execution layer. Together, these systems form an integrated data fabric that allows Estun to extract core operating indicators and use them to drive continuous business improvement.

In a market where industrial robotics demand keeps expanding across new applications and new geographies, that operating foundation is what allows Estun to keep scaling without losing the customer focus that defined its growth in the first place.Ready to unify your marketing operations across regions and post-acquisition entities? Talk to a ShareCRM specialist →

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