Customer Relationships Belong to the Enterprise
Clients, businesses, group chats, tags, and processes are no longer just for employees' personal accounts
Youke Cloud·WeCom SCRM
Turn Every WeCom Conversation into Customer Operations and Service Action
From dynamic QR code acquisition, adding friends, joining groups and daily conversations, to investment follow-up, customer conversion, service collaboration and continuous operation, unified capture into corporate customer files and responsibility tasks. AI gives suggestions, and key actions are confirmed by employees.
Adapt to these businessesUrban Renewal & OperationsDevelopment, marketing and deliveryPark/Asset Management/PropertyNew Energy customer serviceCIO/Digital
Turn Conversations into Business Actions
A single customer request can continue to generate follow-up tasks, service records or pre-work orders
AI Assists; People Confirm
Knowledge responses, summaries, labels, and risk alerts are retained for employee review
These Issues Happen in WeCom Every Day but Never Enter the Business Workflow
The problem is not the lack of a chat tool, but the lack of a connection between customer identity, communication context, and follow-up responsibilities.
Customer Requests Stop in the Chat Window
Leasing leads, tenant requests, owner repairs, and new-energy service requests do not continue into the systems responsible for fulfilling them.
Customer Relationships Break when Staff Change
While leaving, transferring, or working across teams, historical conversations, customer groups, and next steps are difficult to complete.
Mass Messages Go Out, but Follow-up Ownership Is Unclear
Investment follow-ups, delivery reminders, tenant services, community activities and energy service follow-ups lack object stratification, responsibility and result review.
Managers See Message Volume but Not Service Quality
Whether the reply is timely, what the customer is complaining about, and whether the risk is handled depends on spot checks and manual summarization.
Turn WeCom into a Customer-operations Portal across Acquisition, Conversion, Service and Operations
Uniformly connect customer master data, project asset objects, service processes, and enterprise existing systems so that each WeCom touchpoint has a responsible person, next steps, and writable results.
01
Connect Acquisition
Undertake different touchpoints with employee code, channel dynamic QR code, WeChat customer service and customer group, and automatically record source, attribution and Customer relationship.
- Channel and employee dynamic QR code
- Customer base and WeChat customer service
- Customer relationship belongs to the enterprise
02
Continue Follow-up
Layered by customer, business, project, or asset relationship, with labels, stages, content, and SOPs to drive engagement, marketing, delivery, and operations.
- Customer stage and labeling
- Follow up with reminders and SOPs
- unified management of content materials
03
Enter Service Workflows
AI recognizes the request and generates a summary, reply, or pre-work order. After confirmation, the employee enters the CRM, customer service, property, asset management, or energy business system.
- Knowledge response and conversation summary
- Task/service record/advance work order
- Processing result write back customer file
04
Operations Management
Develop conversations within the scope of authorization, continuously monitor responses, emotions, risks, task execution, and customer engagement, and transform management from spot checks into a daily mechanism.
- Session Archiving and Inheritance
- Service quality and risk review
- Authority Audit and Operation Review
Adapted City Asset BusinessUrban renewal and urban operationBusinesses, merchants, residents, partners, and public service recipients Park investment and asset operationLeasing Leads, Tenant Organizations, Tenants, Merchants, and Service Users Development Delivery and Property CommunityHome buyers, owners, residents, members, and the community New energy construction and operation servicesOwners, channel providers, service providers, site customers and partners
Five Core Scenarios for Youma WeCom SCRM
From customer acquisition, conversion, customer operation, and new customers to WeCom session archiving and service quality inspection, it covers the main aspects of customer operation and service management.
01efficient customer acquisition
Capture Customers across Channels with Automatic Source and Ownership Records
Through employee dynamic QR code, customer base dynamic QR code, regional dynamic QR code and WeChat customer service to undertake customers from different channels, automatically record where customers come from and who is responsible, and capture into the enterprise customer pool.
- Dynamic QR code drainage: unified management of employee dynamic QR code, customer group dynamic QR code and regional dynamic QR code
- Poster material: Festival, event and business posters are used centrally for easy forwarding by employees
- Moments: Unified content management, sustainable employee display and reuse
- Pull group tool: Push group QR code to new and old customers to quickly build customer base
02Sales Conversion
See Follow-up, Tasks, Closing and Collections from One Workspace
WeCom customers into the sales process management, follow-up by lead, opportunity, closing and other stages. Employees can find the right content and marketing tools, managers can check the current progress of each customer.
- Sales process management: manage leads, opportunities, orders, and payment progress
- Content management: unified management of marketing materials such as articles, pictures, videos, documents, etc
- Group Tool: Create group tasks by customer tags and employee scope
- Marketing tools: drive conversions through dynamic QR code, group operations, events, and content interactions
03Customer Operations
Segment and Tag Customers for More Targeted Operations
Classifying and grading according to customer intentions, identities, status, projects, assets, and service records, continuously recording interactive behavior and business progress, providing a basis for leasing, marketing, property services, and new energy customer operations.
- Customer classification: quick filter by intention, status and customer value
- Behavioral Insights: View customer interactions and business records to understand concerns
- Label management: batch label, and create customer groups and SOPs by label
- Churn reminder: timely reminder to follow up when customers delete employees or exit group chats
04fission propagation
Drive Referrals through Tasks, Communities and Rewards
Configure sharing or inviting activities around regular customers, members, owners, tenants, channel providers and partners, record participants, invite relationships and new customers, and help enterprises continue to carry out old customers and new customers.
- Task fission: Set sharing tasks and completion conditions to drive customers to invite friends
- Group fission: Encourage group members to invite new customers to join the group through community activities
- Incentive referral campaign: award according to the rules of the campaign to promote customer participation and dissemination
05session archiving and service quality inspection
Review Conversations and Receive Alerts for Sensitive Messages or Overdue Replies
Synchronizing customer chat and group chat content within the scope of WeCom authorization allows managers to quickly search for messages, restore the full communication process, and view service responses and risk notices.
- Multidimensional search sessions: Find messages by customers, employees, group chats, time, and keywords
- Restore the chat process: completely view text, pictures, documents and other communication records
- Sensitive message alerts: generate reminders and records when sensitive words or behaviors are triggered
- Reminder for failure to reply after timeout: Remind employees to reply in time and form service quality statistics
One Workspace for Customers, Conversations, Tasks and Service Quality
Marketing, investment, service, and operations personnel see what to do next, managers see if the process continues, and digital teams see if customer data, asset objects, and business systems are truly connected.
Close the Loop from Conversation to Task and Accountable Result
- 01
Customer Sends a Message
Private chat, group chat or WeChat customer service into a unified conversation context
- 02
Identify the Customer and Intent
Match customers and business partners to identify inquiries, leasing opportunities, complaints, repairs, or energy service requests
- 03
AI Suggests the Next Step
Knowledge responses, summaries, labels, risks, or draft work orders
- 04
Employee Confirms the Action
Edit and send, or confirm the creation of tasks, service records, and advance work orders
- 05
Business System Processes the Task
CRM, investment leasing, asset management, customer service property, membership or energy systems continue to undertake the main business
- 06
Write the Result Back to the Customer Record
Processing state, follow-ups, and labels become the context for the next service
WeCom Maintains the Connection, Existing Systems Run the Business, and WeCom SCRM Links Them
Youke CloudWeCom SCRM not replace WeCom, CRM, CAMC, customer service properties or new energy systems, but establish customer identity, responsibility tasks and data write-back between customer communication and enterprise business.
Deployment Is the Start; Value Comes from Connecting Customers, Rules and Business Systems
Combine WeCom authorization with real business processes to complete configuration, integration, training, and operation, so that the system can be used on the front line every day.
Connect WeCom and the Organization
WeCom application, Employee address book, Customer relationship, Customer base, Session archive authorization and exit succession rules.
Deliverables: WeCom connection manifest, organizational roles, permission matrixConfigure Customer and Operating Rules
Customer identity matching, tag library, dynamic QR code, group template, SOP, material and knowledge base, risk and response rules.
Deliverables: customer model, labeling/SOP/QA rulesConnect Existing Business Systems
Connect with customers, projects, assets, contracts, work orders and processing status of CRM, investment leasing, asset management, customer service properties, members or new energy systems.
Deliverables: interface manifest, data mapping, joint debugging and write-back resultsLaunch Frontline Workflows
Select the real scene practice run, complete the administrator, front-line staff and key user training, continuous review task execution and service quality.
Deliverables: go-live solutions, training, operation monitoring, and ongoing supportCentral enterprise customer projectWeCom SCRM and customer service property collaboration
How WeCom Conversations Enter Customer Service and Property Workflows
In this scenario, the product revolves around WeCom connection, session archiving, customer tags, SOP tasks, one customer, one file, and AI agents, which can be coordinated with data such as organization, project real estate, reporting and repair, payment, activity, and satisfaction of the customer service and property integration platform.
- Conversation sidebar View client-property/project relationships
- Conversations Generate Knowledge-based Replies or Draft Work Orders for Staff Confirmation
- Conversation Risks, Trending Topics, and Service Quality Feed Management Reviews
Recommended key evaluationSuitable for key evaluation: how WeCom authorization, customer master data, business interface, AI manual review, and operating rules work together.
FAQ
Explain key business processes and usage around customer acquisition, sales conversion, ongoing operations, fission propagation, session archiving, and service quality inspection.
Q1 Does WeCom SCRM need to replace CRM, investment management, customer service property or new energy systems?
No. WeCom is responsible for customer connection, CRM, leasing and asset management, customer service property, membership and new energy systems continue to undertake their own business; WeCom SCRM is responsible for unifying customer context, triggering responsibility tasks and writing back processing results.
Q2 Will AI automatically respond to customers without employee confirmation?
This solution uses human-machine collaboration by default. AI can generate responses, summaries, tags, risks, or draft work orders, which employees can confirm, modify, or regenerate within their authority before executing. Automated actions need to be configured and reviewed individually for specific scenarios.
Q3 Does session archiving monitor employees?
Session archiving should be used under WeCom authorization, corporate policies, job permissions, and compliance requirements. The system supports authorized access, operational auditing, rule configuration, and exception review to ensure service continuity, accountability traceability, and risk management.
Q4 After an employee leaves, how can customers and groups handle it?
The system combines WeCom departure inheritance ability and internal organization rules, assigns customers, customer groups, tags, historical sessions and unfinished tasks to specified members or teams, and keeps handover records.
Q5 What roles does the Youma implementation team need from customers?
Business leaders, WeCom administrators, system leaders such as CRM/customer service properties, data interface personnel, and key users are usually required to participate. Both parties clarify data, rules, interfaces, testing, and go-live responsibilities during the blueprint stage.
PRODUCT DEMO & SOLUTION SESSION
Book a demo of WeCom SCRM See How WeCom SCRM Turns Your Scenarios into Business Results
Tell us about the business, the customer object, the existing system, and the session you most want to solve, and we will demonstrate the complete operation of the customer profile, AI conversation assistant, SOP, or session-to-task.