Intelligent SOP plan execution and management system based on enterprise WeChat platform

Abstract

The invention discloses an intelligent SOP plan execution and management system based on an enterprise WeChat platform, and the system comprises the following modules: a customer group grouping creation module which is used for dynamically selecting customers by using a label combination; the label combination comprises and / or logic conditions and supports intersection / union / complement operation; the task distribution module is used for creating SOP tasks based on customer group grouping and setting priorities; the task execution module is used for automatically executing a timed task or a real-time task; the timed task refers to a task with waiting duration set according to the specific time of task execution; the real-time task refers to a task which can be executed by the created task; the task monitoring module is used for counting task execution data and providing real-time feedback; and the task monitoring module provides execution record, touch detail and failure alarm functions and supports data export. According to the system, the accuracy and automation of customer management are realized, and the marketing efficiency and customer experience are remarkably improved.

Description

Technical Field

[0001] The present invention relates to the technical field of computer systems, and in particular to an intelligent SOP plan execution and management system based on an enterprise WeChat platform. Background Art

[0002] With the in-depth application of WeChat for Business in enterprise customer relationship management (CRM), it is playing an increasingly important role in implementing marketing strategies and building customer service systems. Through the WeChat for Business platform, companies have significantly improved their customer operation efficiency and management level. However, facing an increasingly large customer base, how to achieve precise customer reach and personalized marketing has become a key issue that needs to be addressed.

[0003] Current customer outreach is often limited by the limited management resources of account managers, resulting in a lack of systematic tiered and differentiated service strategies. Traditional SOP (Standard Operating Procedure) task systems typically offer only basic functionality, enabling the ability to set delivery times, fixed task targets, and static delivery content based on established filtering criteria. The system triggers the SOP task based on the current time and assigns and executes the task to the target audience identified by the filtering criteria.

[0004] The existing SOP tasks based on WeChat for Business have single functions and low flexibility. This model has obvious defects: it cannot cope with complex actual application scenarios; it lacks a dynamic adjustment mechanism, and once the task is set, it cannot be dynamically adjusted according to real-time changes; when the demand changes, manual intervention is required to terminate the task, and the task can only be stopped manually, which not only increases the number of operations, but also reduces work efficiency. Summary of the Invention

[0005] In response to the technical problems of single function and low flexibility of existing SOP tasks based on enterprise WeChat, the present invention proposes an intelligent SOP plan execution and management system based on the enterprise WeChat platform. Through the mechanisms of customer group creation, task distribution, task execution, and task monitoring, the API interface of enterprise WeChat is used to realize automatic push of SOP, task reminders and real-time feedback, which significantly improves the flexibility and accuracy of SOP, thereby improving the efficiency of customer management.

[0006] In order to achieve the above object, the technical solution of the present invention is as follows:

[0007] The present invention provides an intelligent SOP plan execution and management system based on the enterprise WeChat platform, including the following modules:

[0008] A customer group creation module is used to dynamically select customers through tag combinations; the tags include custom tags, WeChat tags, and inline tags; the tag combinations include AND / OR logical conditions and support intersection / union / complement operations;

[0009] Task distribution module, used to create SOP tasks and set priorities based on customer grouping;

[0010] The task execution module is used to automatically execute scheduled tasks or real-time tasks. Scheduled tasks refer to tasks with a waiting time set according to the specific time of task execution; real-time tasks refer to tasks that can be executed immediately after creation.

[0011] The task monitoring module is used to collect statistics on task execution data and provide real-time feedback; the task monitoring module provides execution records, access details and failure alarm functions, and supports data export.

[0012] Furthermore, in the above-mentioned intelligent SOP plan execution and management system based on the enterprise WeChat platform, the customer group creation module supports single update and dynamic update modes. In the dynamic update mode, the system automatically calculates the customer group list every day.

[0013] Furthermore, in the above-mentioned intelligent SOP plan execution and management system based on the enterprise WeChat platform, the task distribution module supports setting the task start time, end time and waiting time.

[0014] Furthermore, in the above-mentioned intelligent SOP plan execution and management system based on the enterprise WeChat platform, the dynamic selection of label combinations includes combined screening and elimination screening of enterprise WeChat labels and in-line labels.

[0015] Furthermore, in the above-mentioned intelligent SOP plan execution and management system based on the enterprise WeChat platform, the execution types of the task execution module include: 1V1 group sending, group sending in the circle of friends and tag business opportunity follow-up.

[0016] Furthermore, the above-mentioned intelligent SOP plan execution and management system based on the enterprise WeChat platform also includes a task reminder module for regularly notifying the executors.

[0017] Compared with the prior art, the present invention has the following beneficial effects:

[0018] The intelligent SOP plan execution and management system based on the enterprise WeChat platform of the present invention significantly improves the flexibility and adaptability of SOP by introducing four modules: customer group creation, task distribution, task execution and task monitoring. Specifically, the system converts traditional static screening conditions into a dynamic customer grouping mode, and supports adjusting the customer list in the group through single update and dynamic update, ensuring marketing accuracy and timeliness. At the same time, customer selection is carried out in the form of tag groups, and the "and / or" logical conditions of the tags are added, which greatly improves the flexibility of the customer group and the efficiency of target customer locking. When creating an SOP plan, users can choose to introduce existing customer groupings or customize customer groupings according to needs. Automated task execution reduces manual intervention and improves work efficiency. In addition, it supports the selection of scheduled tasks and real-time tasks, setting the priority of the task to low, medium, and high. The start and end time of the task can also be flexibly set. If the task needs to be executed for a long time, it can be set to an unlimited end time to ensure the continuity and stability of the task, and the triggering and execution of the task can be counted, and real-time feedback and adjustment of the marketing strategy can be optimized. BRIEF DESCRIPTION OF THE DRAWINGS

[0019] In order to more clearly illustrate the embodiments of the present application or the technical solutions in the prior art, the following is a brief introduction to the drawings required for the embodiments. Obviously, the drawings described below are only some embodiments described in the present invention, and those skilled in the art can also obtain other drawings based on these drawings.

[0020] Figure 1 This is a schematic diagram of the customer group creation interface provided by the present invention;

[0021] Figure 2 This is a schematic diagram of the SOP task creation configuration interface provided by the present invention.

[0022] Figure 3 This is a schematic diagram of the SOP task group setting interface provided by the present invention.

[0023] Figure 4 This is a schematic diagram of the SOP task details interface provided by the present invention.

[0024] Figure 5 This is a schematic diagram of the SOP task execution interface provided by the present invention. DETAILED DESCRIPTION

[0025] In order to better understand the present technical solution, the method of the present invention is described in detail below with reference to the accompanying drawings.

[0026] The present invention provides an intelligent SOP plan execution and management system based on the enterprise WeChat platform, which includes a customer group creation module, a task distribution module, a task execution module and a task monitoring module.

[0027] 1. Customer group creation module

[0028] The customer group creation module is used to dynamically select customers through tag combinations.

[0029] The tags include custom tags, enterprise micro tags and inline tags.

[0030] WeChat Enterprise Tags are tags used to mark and categorize users within WeChat Enterprise. These tags are customizable in the backend system. Companies can create and manage tags based on customer attributes, behaviors, or status (such as gender, age, purchase history, and astrological sign), enabling tiered customer management and precise operations. WeChat Enterprise Tags allow users to quickly identify target customer groups and, combined with SOP tasks, automate messaging push, improving operational efficiency and customer experience.

[0031] In-line tags are labels assigned to customers based on real business scenarios. These tags are classified into primary, secondary, and tertiary levels to form a hierarchical tag system. Each tag has a corresponding code value. The system stores the relationship between tags, code values, and customers, and calculates the recipients of corresponding tasks through tags. The combination of multiple tags requires intersection / merge / complement calculations based on a single tag to calculate the customer number and the corresponding number of people obtained from the customer group tag.

[0032] The tag combination includes and / or logical conditions and supports intersection / union / complement operations; the tag combination dynamic selection includes combined filtering and elimination filtering of enterprise micro tags and inline tags. For example:

[0033] Combined filtering: Filter out customers who are "over 25 years old" and "have deposits greater than 300,000 yuan," meaning they meet both label conditions. Filter out customers who are "over 25 years old" or "have deposits greater than 300,000 yuan," meaning they meet either label condition.

[0034] Elimination screening: Among the customers who are "over 25 years old", eliminate customers who have "deposits greater than 300,000", that is, filter out customers who are over 25 years old but have deposits of no more than 300,000.

[0035] Through this flexible tag combination and screening mechanism, we can more accurately locate target customers, meet diverse business needs, and at the same time improve operational efficiency and the accuracy of customer segmentation.

[0036] The customer group creation module supports both single-update and dynamic update modes. In dynamic update mode, the system automatically calculates the customer group list daily. If dynamic update is selected when creating a customer group, the system automatically updates the customer group list daily, ensuring the real-time and accurate selection of customer groups, providing reliable data support for subsequent marketing activities, customer service, etc.

[0037] Specifically, the customer group creation module uses flexible combinations of tags to complete the grouping of customers and labeling of specific groups of people. For example, "assets greater than 1 million" and "current customer rating is auspicious wealth" can be dynamically grouped with tags, supporting both single update and dynamic update modes. Single update only calculates the customer list of customer group groups once when creating, while dynamic update means that the system automatically calculates the customer list of customer group groups every day, reducing manual intervention. Through the dynamic update mechanism, the system can reflect the dynamic changes of customers in real time, and dynamic update can ensure the timeliness and reliability of data. Figure 1 shown.

[0038] 2. Task distribution module

[0039] The task distribution module is used to create SOP tasks and set priorities based on customer grouping; the task distribution module supports setting task start time, end time and waiting time.

[0040] Specifically, if Figure 2 As shown, create an SOP task and select the corresponding priority and task type according to the urgency of the task.

[0041] The priority is set to three levels: high, medium and low. The classification standards are: low, medium and high. The corresponding priority can be selected according to the urgency of the task. The high priority will be executed first within the same task time.

[0042] Task types include scheduled tasks and real-time tasks. Scheduled tasks are tasks that have a waiting period set based on the specific time of task execution; real-time tasks are tasks that can be executed immediately after creation.

[0043] 3. Task execution module

[0044] The task execution module is used to automatically execute scheduled tasks or real-time tasks; the execution types of the task execution module include 1V1 group messaging, group messaging in friend circles, and tag business opportunity follow-up. Figure 2 shown.

[0045] 1V1 group messaging refers to the execution of group messaging through WeChat after creation. After receiving the task, it will be sent to the corresponding customers. Moments group messaging refers to the triggering of Moments group messaging tasks after selecting a customer group and using the WeChat tag associated with the customer group. Figure 3As shown. Tag opportunities refer to tasks that are generated by tagging opportunities and then followed up by the executor. Only scheduled tasks have the setting to increase the waiting time. For example, if the first task node is triggered on October 1st and the waiting time is set to 7 days, the second task node will need to be executed 7 days after the first task node. The selected customer list will be used to trigger the execution of the task node for the first time on October 8th. At the same time, after October 8th, the customer list of the latest customer group will be used to execute the task node every day until the SOP plan ends.

[0046] 4. Task monitoring module

[0047] The task monitoring module is used to collect statistics on task execution data and provide real-time feedback; the task monitoring module provides execution records, access details and failure alarm functions, and supports data export.

[0048] Task monitoring is to collect statistics on tasks, and you can view the basic information of the set tasks, such as Figure 4 As shown. To count the execution status of a task, click View Execution Data on the subtask node. You can view the executed data under the task node in the task execution data. You can query and display by task time. If the latest subtask fails to execute, a red exclamation mark will be displayed next to the execution data. Click View Execution Data. The task execution data is divided into two tab pages: "Execution Record" and "Task Record". Figure 5 As shown, it supports exporting lists, and the customer triggering status and customer contact details can be seen in the task effect report, that is, based on the data of the task circle, messages are sent to the corresponding customers. Through the contact details, you can see which tasks have been sent to the customer's corporate WeChat and which data have not reached the customer's corporate WeChat.

[0049] In addition, the system of the present invention further comprises a task reminder module for regularly notifying the executor.

[0050] Example 1

[0051] Assume that a new customer group is created, which uses dynamic update, and there is no restriction on the selection of circle customer data. The screening criteria of the enterprise micro-channel selects financial product recommendations to exclude high-risk customers, and the internal label selects age greater than 25 and gender as male. After the customer group is successfully created, create an SOP plan with high priority, task type as scheduled task, execution type as group message in Moments, and set the planned start time to April 20, 2025 and the end time to April 24. Select the task executor or corresponding position, and add the task node setting. In the task node, you can also set the task reminder time, and the task reminder time is set to weekly. At 2 p.m. on the 1st, select the customer group that was successfully created, and you can add links, pictures, text, materials, videos, articles, activities and products to send. After successful creation, the enterprise WeChat will receive a notification on April 20th, notifying the executor or position of the task to execute it. The customers circled by the customer group will receive a notification with the content of "Administrator notifies you to post on Moments". Click to post, and you can carry the sending content set by the task node. Re-circle customers on the evening of April 20th, and you can get a new customer list on the 21st. You can repeat the above operations until the task reaches the deadline of April 24th.

[0052] Compared with the existing technology, the above solution has the following significant effects:

[0053] 1. Dynamically update customer grouping:

[0054] Update customer data in real time to ensure that marketing activities always target the latest customer groups, improve the accuracy and timeliness of marketing, and avoid waste of resources.

[0055] 2. Intelligent screening conditions

[0056] By eliminating high-risk customers and setting conditions such as age and gender, we can accurately lock in target customers, improve the relevance and effectiveness of marketing activities, and reduce ineffective push notifications.

[0057] 3. Scheduled task execution

[0058] Tasks are automatically executed according to the planned time, reducing manual intervention, improving work efficiency, and ensuring that tasks are completed on time.

[0059] 4. Multi-dimensional content push

[0060] Supports multiple content formats (links, pictures, videos, etc.) to meet different customer needs, enhance customer interaction, and improve marketing effectiveness.

[0061] 5. Task reminder mechanism

[0062] Regularly remind the executors to ensure that tasks are completed on time, avoid missing tasks, and improve execution efficiency.

[0063] 6. Real-time feedback and adjustments

[0064] Re-identify customers every night, obtain a new list and adjust tasks the next day, dynamically optimize marketing strategies, and improve overall results.

[0065] In summary, the proposed intelligent SOP plan execution and management system based on the WeChat Enterprise platform achieves precise and automated customer management through dynamic customer grouping, task distribution, execution, and monitoring mechanisms. This mechanism supports dynamic updates of customer lists, intelligent tag filtering, multi-dimensional content push, and real-time task monitoring, significantly improving the flexibility and accuracy of SOPs, as well as enhancing marketing efficiency and customer experience.

[0066] The above description is only a preferred embodiment of the present invention and is not intended to limit the scope of protection of the present invention. Any modifications, equivalent replacements, improvements, etc. made within the spirit and principles of the present invention are included in the scope of protection of the present invention.

Claims

1. An intelligent SOP plan execution and management system based on the enterprise WeChat platform, characterized by: Includes the following modules: A customer group creation module is used to dynamically select customers through tag combinations; the tags include custom tags, WeChat tags, and inline tags; the tag combinations include AND / OR logical conditions and support intersection / union / complement operations; Task distribution module, used to create SOP tasks and set priorities based on customer grouping; The task execution module is used to automatically execute scheduled tasks or real-time tasks. Scheduled tasks refer to tasks with a waiting time set according to the specific time of task execution; real-time tasks refer to tasks that can be executed immediately after creation. The task monitoring module is used to collect statistics on task execution data and provide real-time feedback; the task monitoring module provides execution records, access details and failure alarm functions, and supports data export.

2. According to claim 1, an intelligent SOP plan execution and management system based on the enterprise WeChat platform is characterized in that: The customer group creation module supports single update and dynamic update modes. In the dynamic update mode, the system automatically calculates the customer group list every day.

3. The intelligent SOP plan execution and management system based on the enterprise WeChat platform according to claim 1 is characterized in that: The task distribution module supports setting the task start time, end time and waiting time.

4. The intelligent SOP plan execution and management system based on the enterprise WeChat platform according to claim 1 is characterized in that: The tag combination dynamic selection includes combined screening and elimination screening of enterprise micro tags and inline tags.

5. The intelligent SOP plan execution and management system based on the enterprise WeChat platform according to claim 1 is characterized in that: The execution types of the task execution module include: 1V1 group sending, group sending in friend circles and tag business opportunity follow-up.

6. The intelligent SOP plan execution and management system based on the enterprise WeChat platform according to claim 1 is characterized in that: It also includes a task reminder module for notifying the executor regularly.

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