Data synchronization method and system

Abstract

The present application discloses a data synchronization method and system, the method comprising: a planning step: a virtual robot monitors business data according to the type and content of business data; a connection step: a user connects to the virtual robot through the enterprise micro-workstation; a monitoring step: the virtual robot monitors the business data of the CRM system according to the monitoring plan, and outputs a reminder message when detecting changes in the business data; a reminder step: the enterprise micro-workstation outputs the reminder message to remind the user. The present invention mainly solves the problem of data synchronization between enterprise WeChat and CRM business system.

Description

Technical Field

[0001] The present invention belongs to the field of data synchronization methods, and in particular relates to a data synchronization method and system. Background Art

[0002] With the increasing popularity of online office and the growth of the WeChat Enterprise platform user group under the epidemic, WeChat Enterprise has become a daily office tool for many companies. WeChat Enterprise not only has the ability to communicate in daily work, but also provides some application tools through the workbench to help companies solve employees' daily office needs. However, these applications can only solve the general needs of employees' office work, such as travel approval, work clocking in, etc. For business personnel who need to use the CRM business system to view business data, track business opportunities, etc., WeChat Enterprise itself cannot meet them. There are mainly the following problems: 1. After employees log in to WeChat Enterprise, they still need to log in to the business system to see the business data; 2. When business personnel communicate with customers through WeChat Enterprise group chat, if there is a need to update the business data, they cannot operate directly in WeChat Enterprise; 3. For data changes in the business system, reminders cannot be received in time through WeChat Enterprise.

[0003] In order to solve the problem of data synchronization between WeChat for Business and business system CRM, we designed a virtual robot service based on WeChat for Business. This solution uses the WeChat for Business robot program to automatically query changes in business data in the CRM system, and pushes data changes that users are concerned about to users in the WeChat for Business workstation through message push. In addition, it supports users to associate group chats with sales opportunities, so that they can update information related to sales opportunities in real time when communicating with customers. This solution allows business system data to be viewed and edited directly in the WeChat for Business workstation without replacing the user's existing CRM system environment, helping business personnel to keep abreast of business data dynamics, thereby improving user office efficiency. Summary of the invention

[0004] The embodiments of the present application provide a data synchronization method and system to at least solve the problem of data synchronization between enterprise WeChat and business system CRM.

[0005] The present invention provides a data synchronization method, which includes:

[0006] Planning steps: formulate a plan for the virtual robot to monitor business data based on the business data type and content;

[0007] Connection step: the user connects to the virtual robot through the enterprise micro workbench;

[0008] Monitoring step: the virtual robot monitors the business data of the CRM system according to the monitoring plan, and outputs reminder information when detecting changes in the business data;

[0009] Reminding step: the enterprise micro-workstation outputs the reminder information to remind the user.

[0010] The above data synchronization method further includes:

[0011] Creating an association step: When the user communicates with the customer through the enterprise micro-workstation, the virtual robot displays the business data type of the user through an interface query, and the user can select at least one of the business data types to associate with the business data type of the CRM system according to the display result;

[0012] Data transmission step: The virtual robot queries the associated business data type through the interface of the CRM system and displays it through the enterprise micro workbench. After the user processes the business data related to the business data type through the enterprise micro workbench, the virtual robot submits the processed business data to the CRM system through the interface.

[0013] In the above data synchronization method, the planning step includes:

[0014] Based on the types and contents of business data that business personnel are concerned about, the types, field values, query frequencies, and reminder rule business data of the business data to be queried are sorted out and the monitoring plan is formulated.

[0015] In the above data synchronization method, the monitoring step includes:

[0016] The virtual robot polls through the API interface of the CRM system according to the set rules and frequency. When detecting changes in the business data, the virtual robot automatically extracts the information and sends the reminder information through the enterprise micro-workstation.

[0017] In the above data synchronization method, the step of creating an association includes:

[0018] After the user outputs the associated instruction through the enterprise micro-workbench, the virtual robot will display all the business data types of the user through interface query.

[0019] The present invention also includes a data synchronization system, wherein data synchronization between enterprise WeChat and CRM system is realized, and the data synchronization system includes:

[0020] A planning module, wherein the planning module formulates a monitoring plan for the virtual robot to monitor the business data according to the business data type and content;

[0021] A connection module, through which a user connects with the virtual robot;

[0022] A monitoring module, wherein the virtual robot monitors the business data of the CRM system according to the monitoring module, and outputs a reminder message when a change in the business data is detected;

[0023] A reminder module, wherein the reminder module outputs the reminder information to remind the user.

[0024] The above data synchronization system further includes:

[0025] Creating an association module, when a user communicates with a customer through the enterprise micro-workstation, the virtual robot displays the user's business data type through an interface query, and the user can select at least one of the business data types through the creating association module to associate with the business data type of the CRM system according to the display result;

[0026] Data transmission module, the virtual robot queries the associated business data type through the interface of the CRM system and displays it through the enterprise micro workbench. After the user processes the business data related to the business data type through the enterprise micro workbench, the virtual robot submits the processed business data to the CRM system through the data transmission module.

[0027] In the above-mentioned data synchronization system, the plan-making module sorts out the type, field value, query frequency, and reminder rule business data of the business data to be queried and formulates the monitoring plan based on the type and content of business data that business personnel are concerned about.

[0028] In the above-mentioned data synchronization system, the monitoring module polls through the API interface of the CRM system according to the set rules and frequency through the virtual robot. When the business data changes are detected, the virtual robot automatically extracts the information and sends the reminder information through the enterprise micro-workstation.

[0029] In the above-mentioned data synchronization system, after the user outputs the associated instruction through the enterprise micro-workbench, the virtual robot will display all the business data types of the user through interface query.

[0030] The beneficial effects of the present invention are:

[0031] The present invention provides a data synchronization method, which mainly solves the problem of data synchronization between enterprise WeChat and CRM business system. By using a self-developed virtual robot program based on enterprise WeChat, on the one hand, data changes in the business system CRM are automatically queried and detected, which facilitates business personnel to pay attention to data changes and timely remind business personnel through the enterprise WeChat workbench; on the other hand, when business personnel communicate with customers, they can directly associate and edit opportunities in the sidebar of the chat window for the status changes of existing opportunities, and the virtual robot will automatically synchronize the editing results to the CRM business system, which provides convenience for users. BRIEF DESCRIPTION OF THE DRAWINGS

[0032] The drawings described herein are used to provide further understanding of the present application and constitute a part of the present application. The illustrative embodiments of the present application and their descriptions are used to explain the present application and do not constitute improper limitations on the present application.

[0033] In the attached picture:

[0034] Figure 1 is a flow chart of a data synchronization method;

[0035] Figure 2 It is a structural schematic diagram of the data synchronization system of the present invention;

[0036] Figure 3 is a framework diagram of a computer device according to an embodiment of the present invention;

[0037] Figure 4 It is the opportunity data setting rule table;

[0038] Figure 5 It is a diagram for realizing step three of the present invention;

[0039] Figure 6 This is the display effect picture of the group chat sidebar;

[0040] Figure 7 It is an information display diagram related to opportunities. DETAILED DESCRIPTION

[0041] In order to make the purpose, technical solutions and advantages of the present application clearer, the present application is described and illustrated below in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are only used to explain the present application and are not intended to limit the present application. Based on the embodiments provided in the present application, all other embodiments obtained by ordinary technicians in the field without making creative work are within the scope of protection of the present application.

[0042] Obviously, the drawings described below are only some examples or embodiments of the present application. For ordinary technicians in this field, the present application can also be applied to other similar scenarios based on these drawings without creative work. In addition, it can also be understood that although the efforts made in this development process may be complicated and lengthy, for ordinary technicians in this field related to the content disclosed in this application, some changes in design, manufacturing or production based on the technical content disclosed in this application are just conventional technical means, and should not be understood as insufficient content disclosed in this application.

[0043] Reference to "embodiments" in this application means that a particular feature, structure, or characteristic described in conjunction with the embodiments may be included in at least one embodiment of the present application. The appearance of the phrase in various locations in the specification does not necessarily refer to the same embodiment, nor is it an independent or alternative embodiment that is mutually exclusive with other embodiments. It is explicitly and implicitly understood by those of ordinary skill in the art that the embodiments described in this application may be combined with other embodiments without conflict.

[0044] Unless otherwise defined, the technical terms or scientific terms involved in this application should be understood by people with ordinary skills in the technical field to which this application belongs. The words "one", "a", "a", "the" and the like involved in this application do not indicate a quantitative limitation, and may represent the singular or plural. The terms "include", "comprise", "have" and any of their variations involved in this application are intended to cover non-exclusive inclusions; for example, a process, method, system, product or device that includes a series of steps or modules (units) is not limited to the listed steps or units, but may also include steps or units that are not listed, or may also include other steps or units inherent to these processes, methods, products or devices. The words "connect", "connected", "coupled" and the like involved in this application are not limited to physical or mechanical connections, but may include electrical connections, whether direct or indirect. The "multiple" involved in this application refers to two or more. "And / or" describes the association relationship of associated objects, indicating that there may be three relationships, for example, "A and / or B" can represent: A exists alone, A and B exist at the same time, and B exists alone. The character " / " generally indicates that the objects before and after are in an "or" relationship. The terms "first", "second", "third", etc. involved in this application are only used to distinguish similar objects and do not represent a specific ordering of the objects.

[0045] The present invention is described in detail below in conjunction with the various embodiments shown in the accompanying drawings, but it should be noted that these embodiments are not limitations of the present invention, and any equivalent transformations or substitutions in functions, methods, or structures made by ordinary technicians in the field based on these embodiments are all within the scope of protection of the present invention.

[0046] Before elaborating on each embodiment of the present invention in detail, the core inventive concept of the present invention is summarized and elaborated in detail through the following several embodiments.

[0047] Before elaborating on each embodiment of the present invention in detail, the core inventive concept of the present invention is summarized and elaborated in detail through the following several embodiments.

[0048] Please refer to Figure 1 , Figure 1 is a flow chart of the data synchronization method. Figure 1 As shown, the data synchronization method of the present invention includes:

[0049] Planning step S1: formulating a monitoring plan for the virtual robot to the business data according to the business data type and content;

[0050] Connection step S2: the user connects to the virtual robot through the enterprise micro-workstation;

[0051] Monitoring step S3: the virtual robot monitors the business data of the CRM system according to the monitoring plan, and outputs reminder information when detecting changes in the business data;

[0052] Reminder step S4: the enterprise micro-workstation outputs the reminder information to remind the user.

[0053] Creating association step S5: When the user communicates with the customer through the enterprise micro-workstation, the virtual robot displays the business data type of the user through interface query, and the user can select at least one of the business data types to associate with the business data type of the CRM system according to the display result;

[0054] Data transmission step S6: The virtual robot queries the associated business data type through the interface of the CRM system and displays it through the enterprise micro workbench. After the user processes the business data related to the business data type through the enterprise micro workbench, the virtual robot submits the processed business data to the CRM system through the interface.

[0055] The planning step includes:

[0056] Based on the types and contents of business data that business personnel are concerned about, the types, field values, query frequencies, and reminder rule business data of the business data to be queried are sorted out and the monitoring plan is formulated.

[0057] Wherein, the monitoring step includes:

[0058] The virtual robot polls through the API interface of the CRM system according to the set rules and frequency. When detecting changes in the business data, the virtual robot automatically extracts the information and sends the reminder information through the enterprise micro-workstation.

[0059] The step of creating an association includes:

[0060] After the user outputs the associated instruction through the enterprise micro-workbench, the virtual robot will display all the business data types of the user through interface query.

[0061] The data synchronization method of the present invention is described in detail below with reference to embodiments.

[0062] Embodiment 1:

[0063] This example discloses a specific implementation of a statistics-based data synchronization method (hereinafter referred to as the "method").

[0064] Step 1: Based on the business data types and contents that business personnel are concerned about, sort out the business data types, field values, query frequencies, and reminder rules to be queried. Based on these rules, formulate a monitoring plan for the virtual robot to monitor the business system data. Take opportunity data as an example to set the rules as follows: Figure 4 As shown;

[0065] Step 2: The user adds the "Synchronize CRM Data Reminder" service in the virtual assistant BOT application on the personal workstation to receive CRM data change reminder notifications sent by the BOT application.

[0066] Step 3: The BOT virtual robot polls through the API interface of the CRM system according to the set rules and frequency. When it detects data changes, it automatically extracts information and sends message reminders through the "Sales Manager" application on the workbench. The implementation form is as follows: Figure 5 As shown:

[0067] Step 4: When a user is communicating with a customer about a project opportunity in a corporate WeChat group chat, a "Link Sales Opportunity" operation button will appear in the chat window sidebar. After clicking it, the virtual robot will query all opportunities of the current user through the interface and display them in a list. The user can link the group chat with the CRM sales opportunity by checking and confirming the displayed results. After completing the association operation, the display effect of the group chat sidebar is as follows: Figure 6As shown:

[0068] Step 5: After the user associates the group chat with an opportunity in the CRM system, open the chat window, and the virtual robot will display the summary information of the associated opportunity in the sidebar. Click the opportunity card, and the virtual robot will query the information associated with the opportunity through the interface of the CRM business system and display it. Figure 7 At the same time, users can also edit opportunity-related information directly in the sidebar. After clicking Confirm, the virtual robot will submit the data to the CRM system through the interface, thereby achieving data synchronization between WeChat Enterprise and the CRM system.

[0069] Embodiment 2:

[0070] Please refer to Figure 2 , Figure 2 Schematic diagram of the structure of the data synchronization system of the present invention. Figure 2 A data synchronization system of the present invention is shown, comprising:

[0071] A planning module, wherein the planning module formulates a monitoring plan for the virtual robot to monitor the business data according to the business data type and content;

[0072] A connection module, through which a user connects with the virtual robot;

[0073] A monitoring module, wherein the virtual robot monitors the business data of the CRM system according to the monitoring module, and outputs a reminder message when a change in the business data is detected;

[0074] A reminder module, wherein the reminder module outputs the reminder information to remind the user.

[0075] Further, the data synchronization system also includes:

[0076] Creating an association module, when a user communicates with a customer through the enterprise micro-workstation, the virtual robot displays the user's business data type through an interface query, and the user can select at least one of the business data types to associate with the business data type of the CRM system according to the display result;

[0077] Data transmission module, the virtual robot queries the associated business data type through the interface of the CRM system and displays it through the enterprise micro workbench. After the user processes the business data related to the business data type through the enterprise micro workbench, the virtual robot submits the processed business data to the CRM system through the data transmission module.

[0078] The plan-making module sorts out the type, field value, query frequency, and reminder rule business data of the business data to be queried and formulates the monitoring plan based on the type and content of the business data that the business personnel are concerned about.

[0079] Furthermore, the monitoring module polls through the API interface of the CRM system according to the set rules and frequency through the virtual robot. When the business data changes are detected, the virtual robot automatically extracts the information and sends the reminder information through the enterprise micro-workstation.

[0080] Furthermore, after the user outputs the associated instruction through the enterprise micro-workbench, the virtual robot will display all the business data types of the user through interface query.

[0081] Embodiment three:

[0082] Combination Figure 3 As shown, this embodiment discloses a specific implementation of a computer device. The computer device may include a processor 81 and a memory 82 storing computer program instructions.

[0083] Specifically, the processor 81 may include a central processing unit (CPU), or an application specific integrated circuit (ASIC), or may be configured to implement one or more integrated circuits of the embodiments of the present application.

[0084] Among them, the memory 82 may include a large-capacity memory for data or instructions. By way of example and not limitation, the memory 82 may include a hard disk drive (HDD), a floppy disk drive, a solid-state drive (SSD), a flash memory, an optical disk, a magneto-optical disk, a magnetic tape, or a universal serial bus (USB) drive, or a combination of two or more of these. Where appropriate, the memory 82 may include a removable or non-removable (or fixed) medium. Where appropriate, the memory 82 may be inside or outside the data processing device. In a specific embodiment, the memory 82 is a non-volatile memory. In a specific embodiment, the memory 82 includes a read-only memory (ROM) and a random access memory (RAM). Where appropriate, the ROM may be a mask-programmed ROM, a programmable ROM (Programmable Read-Only Memory, PROM for short), an erasable PROM (Erasable ProgrammableRead-Only Memory, EPROM for short), an electrically erasable PROM (Electrically Erasable ProgrammableRead-Only Memory, EEPROM for short), an electrically alterable ROM (Electrically Alterable Read-Only Memory, EAROM for short) or a flash memory (FLASH) or a combination of two or more of these. Under appropriate circumstances, the RAM can be a static random access memory (SRAM) or a dynamic random access memory (DRAM), wherein the DRAM can be a fast page mode dynamic random access memory (FPMDRAM), an extended data output dynamic random access memory (EDODRAM), a synchronous dynamic random access memory (SDRAM), etc.

[0085] The memory 82 may be used to store or cache various data files required for processing and / or communication, as well as possible computer program instructions executed by the processor 81 .

[0086] The processor 81 implements any one of the data synchronization methods in the above embodiments by reading and executing computer program instructions stored in the memory 82 .

[0087] In some of these embodiments, the computer device may further include a communication interface 83 and a bus 80. Figure 3 As shown, the processor 81, the memory 82, and the communication interface 83 are connected via a bus 80 and communicate with each other.

[0088] The communication interface 83 is used to implement communication between the modules, devices, units and / or equipment in the embodiment of the present application. The communication port 83 can also implement data communication with other components such as: external devices, image / data acquisition equipment, databases, external storage, and image / data processing workstations.

[0089] The bus 80 includes hardware, software or both, and couples the components of the computer device to each other. The bus 80 includes but is not limited to at least one of the following: a data bus, an address bus, a control bus, an expansion bus, and a local bus. By way of example and not limitation, bus 80 may include an Accelerated Graphics Port (AGP) or other graphics bus, an Extended Industry Standard Architecture (EISA) bus, a Front Side Bus (FSB), a Hyper Transport (HT) interconnect, an Industry Standard Architecture (ISA) bus, an InfiniBand interconnect, a Low Pin Count (LPC) bus, a memory bus, a Micro Channel Architecture (MCA) bus, a Peripheral Component Interconnect (PCI) bus, a PCI-Express (PCI-X) bus, a Serial Advanced Technology Attachment (SATA) bus, a Video Electronics Standards Association Local Bus (VLB) bus, or other suitable buses or a combination of two or more of these. Where appropriate, bus 80 may include one or more buses. Although embodiments of the present application describe and illustrate a particular bus, the present application contemplates any suitable bus or interconnect.

[0090] The computer equipment can synchronize data to achieve the combination Figure 1 Describe the method.

[0091] In addition, in combination with the data synchronization method in the above embodiment, the embodiment of the present application can provide a computer-readable storage medium for implementation. The computer-readable storage medium stores computer program instructions; when the computer program instructions are executed by a processor, any one of the data synchronization methods in the above embodiment is implemented.

[0092] The technical features of the above-described embodiments may be arbitrarily combined. To make the description concise, not all possible combinations of the technical features in the above-described embodiments are described. However, as long as there is no contradiction in the combination of these technical features, they should be considered to be within the scope of this specification.

[0093] In summary, the beneficial effect of the present invention is that this patent provides a data synchronization, and the present invention mainly solves the problem of data synchronization between enterprise WeChat and CRM business system. Using the self-developed virtual robot program based on enterprise WeChat, on the one hand, it automatically queries and detects data changes in the business system CRM, which facilitates business personnel to pay attention to data changes and remind business personnel in time through the enterprise WeChat workbench; on the other hand, when business personnel communicate with customers, they can directly associate and edit opportunities in the sidebar of the chat window for status changes of existing opportunities, and the virtual robot will automatically synchronize the editing results to the CRM business system, providing convenience for users.

[0094] The above-mentioned embodiments only express several implementation methods of the present application, and the descriptions thereof are relatively specific and detailed, but they cannot be understood as limiting the scope of the invention patent. It should be pointed out that, for a person of ordinary skill in the art, several variations and improvements can be made without departing from the concept of the present application, and these all belong to the protection scope of the present application. Therefore, the protection scope of the patent of the present application shall be subject to the attached claims.

Claims

1. A data synchronization method, characterized in that: Data synchronization between enterprise WeChat and CRM system is realized, and the data synchronization method includes: Planning steps: formulate a plan for the virtual robot to monitor business data based on the business data type and content; Connection step: the user connects to the virtual robot through the enterprise micro workbench; Monitoring step: the virtual robot monitors the business data of the CRM system according to the monitoring plan, and outputs reminder information when detecting changes in the business data; Reminding step: the enterprise micro-workstation outputs the reminder information to remind the user; Creating an association step: When the user communicates with the customer through the enterprise micro-workstation, the virtual robot displays the business data type of the user through an interface query, and the user can select at least one of the business data types to associate with the business data type of the CRM system according to the display result; Data transmission step: The virtual robot queries the associated business data type through the interface of the CRM system and displays it through the enterprise micro workbench. After the user processes the business data related to the business data type through the enterprise micro workbench, the virtual robot submits the processed business data to the CRM system through the interface.

2. The data synchronization method according to claim 1, characterized in that: The planning steps include: Based on the types and contents of business data that business personnel are concerned about, the types, field values, query frequencies, and reminder rule business data of the business data to be queried are sorted out and the monitoring plan is formulated.

3. The data synchronization method according to claim 1, characterized in that: The monitoring step comprises: The virtual robot polls through the API interface of the CRM system according to the set rules and frequency. When detecting changes in the business data, the virtual robot automatically extracts the information and sends the reminder information through the enterprise micro-workstation.

4. The data synchronization method according to claim 1, characterized in that: The step of creating an association includes: After the user inputs the associated instruction through the enterprise micro-workbench, the virtual robot will display all the business data types of the user through interface query.

5. A data synchronization system, characterized in that: To achieve data synchronization between enterprise WeChat and CRM system, the data synchronization system includes: A planning module, wherein the planning module formulates a monitoring plan for the virtual robot to monitor the business data according to the business data type and content; A connection module, in which the user connects with the virtual robot through the enterprise micro-workstation; A monitoring module, wherein the virtual robot monitors the business data of the CRM system according to the monitoring module, and outputs a reminder message when a change in the business data is detected; A reminder module, wherein the reminder module outputs the reminder information to remind the user; Creating an association module, when a user communicates with a customer through the enterprise micro-workstation, the virtual robot displays the user's business data type through an interface query, and the user can select at least one of the business data types through the creating association module to associate with the business data type of the CRM system according to the display result; Data transmission module, the virtual robot queries the associated business data type through the interface of the CRM system and displays it through the enterprise micro workbench. After the user processes the business data related to the business data type through the enterprise micro workbench, the virtual robot submits the processed business data to the CRM system through the data transmission module.

6. The data synchronization system according to claim 5, characterized in that: The plan-making module sorts out the type, field value, query frequency, and reminder rule business data of the business data to be queried and formulates the monitoring plan based on the business data type and content that the business personnel are concerned about.

7. The data synchronization system according to claim 5, characterized in that: The monitoring module polls through the API interface of the CRM system according to the set rules and frequency through the virtual robot. When the business data changes are detected, the virtual robot automatically extracts the information and sends the reminder information through the enterprise micro-workstation.

8. The data synchronization system according to claim 5, characterized in that: After the user outputs the associated instruction through the enterprise micro-workbench, the virtual robot displays all the business data types of the user through interface query.

Images