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TEQ World

Enterprise · Services · Retail

客户关系管理系统

统一客户档案、沟通记录与可管理的商机流程。

洽谈实施全部解决方案
已投入运行AI 模块可用

价值主张

Every customer interaction lives in one profile: employees see the context, managers see the funnel and churn risk.

业务问题

Communication history sits in mailboxes and messengers, tasks get lost and deal probability is judged subjectively.

适用对象

  • Commercial units
  • Service and account teams
  • Sales managers
  • Operations directors

数字内核

  • Single customer profile (Customer 360)
  • Cross-channel communication history
  • Deal funnel and stages
  • Tasks and reminders
  • Segmentation and campaigns
  • Sales and service reporting

功能模块

  • Accounts and contacts
  • Deals and proposals
  • Requests and tickets
  • Tasks and calendar
  • Communication channel integration
  • Dashboards and reports

架构

  • 01

    Channels

    • Employee workplace
    • Mobile access
    • Web forms and requests
    • Email and telephony
  • 02

    Business logic

    • Sales and service processes
    • Assignment rules
    • Service SLA
    • Customer access rights
  • 03

    AI layer

    • CRM Copilot
    • Communication summaries
    • Next-best-action
    • Churn forecasting
  • 04

    Data

    • Unified customer profile
    • Interaction history
    • Sales data mart
    • Segments

TEQ Intelligence Layer

AI Intelligence Layer

  • Customer 360已实现
  • Communication summariesAI 模块可用
  • Automated task creationAI 模块可用
  • Next-best-actionAI-ready
  • Churn forecastingAI-ready
  • Semantic searchAI 模块可用
  • CRM CopilotAI 模块可用

AI 模块已经开发完成，可接入各解决方案，但尚未在客户处投入生产运行，目前可用于试点或实施项目。

可接入的智能体

  • CRM Copilot

    AI 模块可用

    Builds the customer profile, summarises communications and suggests the next best action.

    • Customer 360
    • Communication summaries
    • Task creation
    • Semantic search

    Commercial commitments are made by employees. The agent never messages customers without confirmation.

  • Analytics AI Agent

    AI 模块可用

    Prepares analytical commentary on metrics, detects anomalies and drafts reports.

    • Data mart queries
    • Anomaly detection
    • Scenario modelling
    • Report draft

    Every conclusion references its data source. Publishing a report requires confirmation.

  • IT Support Agent

    AI-ready

    Handles routine user requests, drafts solutions from the knowledge base and routes incidents.

    • Request classification
    • Knowledge base search
    • Solution draft
    • Service Desk routing

    Incident closure is confirmed by a support engineer.

运行场景

A typical scenario: from event to confirmed result.

  1. 11The customer reaches out through any channel; the request lands in the profile.
  2. 22The copilot assembles context: history, open tasks, commitments.
  3. 33The employee receives a summary and a suggested next step.
  4. 44The employee confirms the action — a task or a reply is created.
  5. 55Funnel metrics and churn risk are updated in reporting.

集成

  • ERP and accounting systems
  • Telephony and contact centre
  • Email services
  • Service Desk
  • BI platforms

安全

  • Access control over customer data
  • Audit logging of actions and exports
  • Personal data transfer control
  • On-premise or private cloud deployment

人的职责

AI prepares summaries and next-step recommendations. Customer communication and commitments are confirmed by the employee.

在政府、金融及安全相关流程中，最终决定由获授权的员工确认；AI 负责分析数据并给出建议。

洽谈解决方案的实施

请描述实施范围，我们将提出调研、试点或完整项目的方案。

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