Customer Relationships Leave with Sales Staff
Reporting, reception, and follow-up records are scattered in sales personal mobile phones and forms. Customer relationships and follow-up processes are taken away together as soon as sales leave.
YOUKE CLOUD · CUSTOMER & SERVICE OPERATIONS
Run Customer Acquisition, Online Service and Value-added Operations across the Customer Lifecycle
Youma Marketing and WeCom SCRM manage acquisition, follow-up, and conversion. Youma Handover and Youma Service provide online customer services and support continued satisfaction. Youma Membership Center and User Operations connect benefits, events, and communities to grow value-added revenue and encourage referrals across asset types.
01customer acquisition and conversionOnline capture of leads, follow-up, lead validation and conversion process
02Online ServiceDelivery, customer service and satisfaction form a continuous service record
03Value-added OperationsRights, activities, communities, and cross-business diversification
When do you need Youke Cloud?
Disconnected Acquisition, Service and Value-added Operations Prevent Customer Relationships from Accumulating
There are more and more customer touchpoints, but acquisition, ticket and membership operations are still scattered among individuals and multiple systems.
Lead Validation and Commission Trigger Disputes
Channel leads, walk-ins, and referrals are registered separately, without consistent ownership or protection-period rules. After conversion, marketing and channel teams may still disagree over commissions.
Work Orders Are Scattered across Channels
Requests arrive by phone, WeChat, and in-person visits, but inconsistent registration and manual dispatch follow-up make progress and reinspection difficult to track.
Member Identities Are Inconsistent
Levels, points, and benefits are scattered across multiple systems, and activities rely on one-time lists. There is a lack of unified data and settlement basis for multiple transactions and value-added.
Youke Cloud Business Architecture
See How Six Products Work Together from Acquisition and Service to Value-added Operations
Six mature products share customer identity, permissions, messaging and rules. Each can solve a focused problem or combine across the full customer journey.
01Youma MarketingChannels, campaigns, WeCom and unified identity
02Youma HandoverLead assignment, tags, SOP and activity history
03Youma ServiceTransaction relationship, order and benefits
04Youma Membership CenterBooking, inspection, rectification and signing
05User OperationsOmnichannel intake, knowledge, dispatch and feedback
06WeCom SCRMTier, points, benefits, activities, communities and commerce
View the complete business architecture horizontally on a smaller screen.
A customer walks through
Follow One Homebuyer across Six Products and the Full Customer Lifecycle
The results of each step are written back into the same customer file, and satisfied owners bring new leads.
- 01
Channel Registration
Youma MarketingReport to Youma Marketing, and the attribution judgment and protection period will take effect immediately
- 02
WeCom Follow-up
WeCom SCRMSession archiving, SOP reminders, personnel changes, customer asset retention
- 03
Contract and Closing
Unified customer profileThe identity is merged as the owner, and the follow-up records are entered and delivered with the file.
- 04
Handover
Youma HandoverAppointment, sign-in, online processing and payment, inspection and rectification, leaving marks throughout the process
- 05
Service Requests
Youma ServiceConnect Intake, Dispatch, Repair, Follow-up, and Evaluation in One Workflow
- 06
Benefits Operations
Big Member + User OperationsBenefits activities are reached according to the portrait, and the community entrance continues to serve
- 07
Referral Loop
fission refluxSatisfied Owners Refer New Prospects into the Next Acquisition Cycle
The results of each step are written back to the same customer profile; the full journey can be viewed by swiping horizontally on a smaller screen.
product capability
Six Products Organized around Three Customer-lifecycle Stages
It can not only solve a problem independently, but also cover the complete operation from customer acquisition to value-added; WeCom SCRM acts as a connection base throughout the entire cycle.
Product 01 · Acquisition and Conversion
Turn Online Acquisition and On-site Conversion into an Organizational Customer Asset
Cover the full acquisition and conversion journey across digital sales offices, field prospecting, channel management, referral programs, sales-center reception, and mobile follow-up, with optional intelligent collection for real estate. Fragmented entry points obscure lead sources; channel leads, walk-ins, and referrals follow inconsistent ownership and protection rules; and follow-up history is lost when sales staff leave.
The source of the customer can be traced back, the attribution is based, and each lead has a source, a responsibility, and a next step.
Display four types of customer acquisition sources, customer reporting, customer attribution, visit and mobile follow-up links.
01
customer acquisition and conversion
Youma Marketing
01Online sales office
02Marketing Tuoke
03Channel steward · Report to judge
04National Marketing
05Case visit registration
06Mobile Sales
main output
View product details Customer Origin and Attribution · Case Visits · Follow-up Timely Rate · Conversion Rate · Commission Settlement Basis
Product 02 · Online service
Give Every Home a Clear Path from Unit Inspection to Online Handover
Cover four on-site scenarios—site open days, unit acceptance, specialist inspections, and formal handover—together with the complete online journey for owners. Manual registration and later re-entry slow down site work; standards are difficult to enforce; dispatch lacks visibility; multi-party coordination is slow; and appointments, acceptance signatures, and payments rely on calls and offline processing.
Each household inspection has records, each problem has a closed loop, and each repossession has credentials. The owner completes the end-to-end online from appointment to satisfaction feedback.
Show floor plan selection problems, responsibility distribution, contractor rectification, reinspection and sales.
02
Online Service
Youma Handover
01Household acceptance · One household, one inspection
02Special project inspection
03construction site open
04Formal delivery
05Problem closed loop and dispatch
06Online delivery and payment
main output
View product details Check the ledger · Problem closed loop · Rectification timeliness · Receipt credentials · Delivery satisfaction · Delivery review data
Product 03 · Online service
Keep Customer Service Traceable from Request Intake to Proactive Risk Control
For reporting for repair and maintenance, customer satisfaction surveys and maintenance, project front-end risk inspection and defect rectification. There are many repair entrances, each is recorded, the customer cannot see the maintenance progress, and the cost is not correct; satisfaction depends on one-time follow-ups, incomplete touchpoints, and lagging feedback; risk relies on experience investigation, with different standards, and similar defects occur repeatedly in new projects.
The end-to-end of service online marks, satisfaction short board timely see and special project promotion, risk and defect pre-identification, experience reuse.
Display intelligent desk phone calls, customer real estate files, work order distribution, engineer processing and follow-ups.
03
Online Service
Youma Service
01Maintenance management and report for repair
02Intelligent Desk Phone
03Maintenance coordination and reconciliation
04satisfaction management
05Risk control management
06One Record per Household · One Profile per Customer
main output
View product details Maintenance Work-order Resolution and Reconciliation Evidence · Satisfaction Trends and Low-rating Follow-up · Risk Inspection Ledger · Defect Case Library
Product 04 · Value-added operation
Use Member Profiles to Deliver Benefits across Asset Types
Levels, points, rights, activities and value-added management for cross-business members. Levels, points, benefits are scattered in multiple systems, and portraits are uneven; activities rely on one-time lists, and cross-business operations lack unified rules.
Member assets are unified, benefits are accurately allocated according to portraits, and cross-business operations have unified rules and settlement basis.
Display member 360 ° profiles, level growth, point acquisition, rights rules and member mobility center.
04
Value-added Operations
Youma Membership Center
01Member Center · Certified ledger
02Tier and growth system
03Campaign and user operations
04Commerce and value-added services
05Points Mall and Duojing
06Operation center · clearing and settlement
main output
View product details Member profile · Level points · Rights issuance · Activity response · Cross-format clearing and settlement
Product 05 · Value-added operation
Turn Community Services and Value-added Operations into Lasting Customer Assets
Certification, payment, repair, visitors, activities, community and community business for community residents. Community service entrances are scattered, service results cannot be returned to customer files, and community and community business operations lack data basis.
Residents complete daily services at one entrance, and the service results are deposited into customer files, providing a basis for value-added operations.
Display four types of identity and real estate binding, community service entrance, visitor access and back-end operations.
05
Value-added Operations
User Operations
01Unified entrance of Priority Home
02Four types of authentication
03Repair fees and visitors
04Announcement push and housekeeper
05Activities and Neighborhood Communities
06Community Mall and Alliance Merchants
main output
View product details Community service usage · closed loop reporting · active community · value-added business data
Through the base · Full cycle connection
Preserve Customer Relationships through Staff Changes
WeCom connections, follow-up, service, and community engagement continue throughout the customer lifecycle. When customers remain only in an employee's personal WeChat, the relationship and follow-up history cannot be transferred after that employee leaves or changes roles, and conversations are not retained.
Customer relationships are not lost with personnel changes, follow-up and service processes are recorded and standardized, and customer assets remain within the organization.
Demonstrate WeCom sessions, one customer per file, customer tags, and session-to-SOP tasks.
base
full cycle connection
WeCom SCRM
01Dynamic QR code efficient customer acquisition
02Sales conversion follow-up
03Customer Operation · Label SOP
04fission propagation
05Session Archiving and Quality Control
06session to ticket
main output
View product details Customer asset retention · Session archiving · Follow-up process · Service task closed loop
What did the management finally see?
Track Operations across Three Customer-lifecycle Stages and Drill into Business Evidence
After discovering the deviation, you can continue to drill down to specific customers, specific work orders, and specific activities.
stageBusiness indicatorsdrillable basis
Acquisition and Conversion
Lead volume and source, report to judge, follow-up conversion rate, transaction and commission.
Details of leads, attribution determination, follow-up records, transactions and commissions.Online Service
Issue closure rate, repair turnaround time, satisfaction trends, and follow-up on low ratings.
Delivery problem ledger, maintenance work order, satisfaction details, follow-up records.Value-added Operations
Active members, rights issuance, activity response, value-added income, fission referral.
Member profiles, points and benefits history, event data, and member referrals.Facing different decision-making roles
One Customer Foundation with Four Role-specific Views
Growth leaders see relationships, service teams see closure, CIOs see boundaries and executives see repeatability.
Customer Operations Lead
Needs to understand where customers came from, what happened and what to do next.
corresponding working viewUnified profile, journey stage, tags, member value and campaign response.
Customer Service and Property Lead
Needs every request to enter a responsibility chain and connect to work and equipment status.
corresponding working viewIntake, knowledge support, dispatch, handling, follow-up and feedback.
CIO / CTO
Needs to retain current CRM, ERP, contact-center and property systems while unifying identity and data.
corresponding working viewMaster data, interfaces, permissions, messaging, audit and phased boundaries.
Group Management
Needs capability to scale across projects, regions and business types.
corresponding working viewStandard products, configuration templates, group rules and local operating flexibility.
How the scene occurs
Make the Next Action Visible to Employees and Customers
Every scenario begins with a real input and ends with clear ownership, a system write-back and customer feedback.
01
WeCom Conversation to Service Task
The employee identifies intent, retrieves the customer profile and knowledge suggestion, then confirms a service record or pre-work-order.
Outcome: the conversation becomes accountable work.02
Handover Issue to Rectification Loop
Booking and inspection create an issue that moves through ownership, rectification, reinspection, notification and signing.
Outcome: customers, service and engineering see the same status.03
Targeted Member Benefits by Profile
Configure benefits, events and communities by identity, project, tier and behavior instead of one-off lists.
Outcome: each action has an audience, rule and response.04
Community Request to Property Work Order
Youke Cloud owns the customer experience while Urban Asset Operations owns work orders, equipment and inspections.
Outcome: front-office service and back-office execution stay clear.Integration with existing systems
Keep Existing Systems and Connect Customer Data to Service Action
Youke Cloud does not replace everything. It defines ownership for customer master data, touchpoints, workflows and result write-back.
Youma Product CapabilityCustomer identity, journey and service coordination
CRM / marketingLeads, customers, channels and transaction stage
ERP / FinanceOrders, bills, payment and settlement
WeCom / Contact centerConversation, engagement, intake and service history
Property / work ordersTasks, equipment, inspections and completion
Project / HandoverInspection, rectification, acceptance and transfer
Membership / CommerceTier, points, benefits, orders and revenue share
Customer storiesUnified digital customer operationsView more customer cases
Huafa Properties: One Customer Portal across Handover, Service, Property and User Operations
The program rebuilt online customer services, community engagement and value-added operations, while platformizing shared capabilities such as satisfaction, activities and work orders for reuse across businesses.
ScopeIdentity, notices, repair, access, payment, renovation, visitors, item release, activities, communities and value-added services.
Product portfolioYouke Cloud customer foundation, smart handover, service, membership and user operations connected to property work orders.
implementation path
Mature products, professional implementation and continuous service
Standard products establish the capability. The implementation team handles blueprinting, integration, migration and go-live, while customer success supports adoption and ongoing releases.
Product Fit
Demonstrate mature products against the operating goal and confirm the right composition.
Business Blueprint
Map organization, workflow, roles, data and existing systems into a clear adoption design.
Integration and Migration
Configure products, connect systems, govern and migrate data, test and train key users.
Go-live Assurance
Support real operations, resolve issues quickly and complete stage acceptance on agreed criteria.
Continuous Service
Improve adoption through monitoring, issue response, usage reviews and product releases.
FAQ
Focusing on customer acquisition, conversion, delivery, service, membership, and User Operations, clarify product portfolio, system integration, and applicable boundaries.
Q1 What is Youke Cloud?
Youke Cloud organizes six products around the whole life cycle of customers: Youma Marketing undertakes customer acquisition and conversion; Youma Handover and Youma Service undertake online services to ensure customer continuous satisfaction; Membership Center and User Operations undertake value-added operations; WeCom SCRM acts as a connecting base throughout the whole cycle, and satisfied customers acquire customers through referral.
Q2 How is Youke Cloud different from a property management platform?
Youke Cloud owns customer touchpoints, identity, membership, handover and service experience. Urban Asset Operations owns equipment, inspections, quality and internal work. They coordinate through customer, space and work-order relationships.
Q3 Can we start with customer service or handover only?
Yes. The first stage can focus on one accountable loop, while identity, integration and future expansion boundaries are designed in the blueprint.
Q4 Is WeCom a separate product?
No. WeCom SCRM provides the connection layer across the full Youke Cloud lifecycle. Conversations, tags, SOPs, knowledge-based replies, and conversation-to-work-order flows can be configured to suit the required scope.
Q5 How should the first stage be measured?
Agree on a baseline for identity completeness, process closure, response, employee adoption and customer feedback, then review it after launch.
PRODUCT DEMO & SOLUTION SESSION
See How Youke Cloud Supports Your Acquisition, Handover or Service Workflow
Describe the type of organization, current systems, and key issues. We will demonstrate the corresponding product capabilities by customer acquisition, online services, and value-added operations, and explain the system integration and implementation methods.