CN110580587A - Real estate project purchasing client affiliation management system and method - Google Patents
Real estate project purchasing client affiliation management system and method Download PDFInfo
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Abstract
The invention provides a real estate project site purchasing client attribution management system and method, which are characterized in that an application server and a client relationship management server constructed by a developer are combined, the application server and the client relationship management server jointly realize automatic identification of attribution of purchasing clients, and the system and method are fair and do not need human intervention; the business consultant can initiate a client filing request through the first client, can realize client attribution judgment only by inputting a client telephone number, is favorable for improving the working efficiency of the business consultant, is favorable for the sales counter client to receive more well-ordered, is efficient and quick, and can also improve the house purchasing experience of house purchasing clients to a certain extent.
Description
Technical Field
The invention relates to the field of real estate analysis, in particular to a system and a method for managing home ownership of a client purchasing a real estate project.
Background
during the house sales process, a developer usually entrusts a third party agent company to sell, and a sales case may be configured with a plurality of agent companies divided into a plurality of sales teams. The visit may be required for several times until the customer visits the counter to know the project until the official sign-up, each visit may not be received by the same business consultant, a customer may have several business consultants before the successful sign-up to buy a set of house, and salary of the business consultant is directly hooked up with the number of clients who have made the contract, which affects the personal interests of each business consultant in the sales counter. In the traditional case client guest judging mode, some service holes exist, and some artificial subjective judgment factors exist, so that the attributions of some clients are unclearly and unclear, and are not fair and fair, thereby causing guest judging conflict. Therefore, how to judge the home of the client purchasing the house more fairly, fairly and openly is very important.
Disclosure of Invention
the invention provides a system and a method for managing home ownership of house-buying clients in a real estate project site, which mainly solve the technical problems that: in the traditional case client judging mode, some service holes exist, and some artificial subjective judgment factors exist, so that the judgment conflict is caused.
In order to solve the above technical problem, the present invention provides a home management system for a client purchasing a real estate project, comprising:
The system comprises an application server and a client relationship management server, wherein the application server is configured with basic data information of floors to be sold, at least one sales team is correspondingly created under each floor to be sold, at least one business placement advisor information is bound under each sales team, the basic data information comprises names of the floors to be sold, and the business placement advisor information comprises names of business placement advisors, login accounts and home agent companies; the customer relationship management server takes the building name as a label and correspondingly stores the customer information of the house purchase, wherein the customer information of the house purchase comprises the customer name and the telephone number;
The application server receives a client filing request sent by a first client, wherein the client filing request carries a telephone number to be verified and identification information of a current business consultant, and the application server analyzes the client filing request to obtain the telephone number to be verified and determines a target floor to be sold, which is proxied by the current business consultant;
the application server judges whether a customer file which is the same as the telephone number to be verified exists under the target floor to be sold in a local customer archive library, if so, the application server refuses the customer filing request and generates a filing failure message to be sent to the first client; if not, judging whether a customer file identical to the telephone number to be verified exists under the target floor to be sold in the customer relationship management server based on the communication connection between the application server and the customer relationship management server; if not, the application server correspondingly creates customer file information under the target floor to be sold, and the customer corresponding to the house purchasing client of the telephone number to be verified belongs to the current business consultant, wherein the created customer file information comprises the telephone number to be verified;
if the customer file with the same number as the phone number to be verified exists under the target floor to be sold in the customer relationship management server, the application server acquires original business advisor information to which the customer file corresponds, and judges whether a current business advisor and an original business advisor are the same person or not according to the identification information of the current business advisor and the original business advisor information, if so, a customer purchasing the house corresponding to the phone number to be verified is attributed to the current business advisor or the original business advisor; if not, generating an inquiry message and sending the inquiry message to the second client or the third client, and judging the client attribution according to the inquiry result.
Optionally, the generating the query message and sending the query message to the second client or the third client includes:
Judging whether the current working consultant and the original working consultant are the same agent company, if so, generating the inquiry message and sending the inquiry message to the second client, wherein the inquiry message comprises the identification information of the current working consultant and the original working consultant; and if not, generating the inquiry message and sending the inquiry message to the third client.
Optionally, before determining whether the current employment advisor and the home advisor are the same agent, the method further comprises: determining that the home advisor belongs to a sales team under a target floor for sale in the local customer archive.
Optionally, the method further includes: and if the original professional consultant is determined not to belong to the sales team under the target floor to be sold in the local client archive library, the application server creates the customer file information under the target floor to be sold, and the customer to be checked corresponding to the telephone number belongs to the current professional consultant.
optionally, before the determining whether the current live advisor and the live advisor are the same, determining that the client of the house purchasing corresponding to the phone number to be verified is not marked as a public client; and if the client is marked as a public client, the application server creates the customer file information under the target floor to be sold, and the client corresponding to the telephone number to be verified belongs to the current live advisor.
Optionally, the client filing request further carries a short message verification code to be tested, and before the application server receives the client filing request sent by the first client, the method further comprises receiving a short message verification code acquisition request, and sending a standard short message verification code to the telephone number to be verified according to the short message verification code acquisition request; the application server is further used for judging whether a short message verification code to be detected carried in the customer filing request is matched with the standard short message verification code, if so, the step of judging whether a customer file with the same telephone number as the telephone number to be verified exists under the target building to be sold in a local customer archive library is executed, and if not, the customer filing request is rejected, and a short message verification failure message is generated to be sent to the first client.
The invention also provides a home management method for the house-purchasing clients in the real estate project, which comprises the following steps:
receiving a client filing request sent by a first client, wherein the client filing request carries a telephone number to be verified and identification information of a current working consultant;
Analyzing the client filing request to obtain the telephone number to be verified, and determining a target floor to be sold, which is proxied by the current employment consultant;
judging whether a customer file identical to the telephone number to be verified exists under the target floor to be sold in a local customer archive library, if so, rejecting the customer filing request and generating a filing failure message to send to the first client; if not, judging whether a customer file identical to the telephone number to be verified exists under the target floor to be sold in the customer relationship management server;
If the customer file which is the same as the telephone number to be verified does not exist, correspondingly creating customer file information under the target floor to be sold, and attributing a customer purchasing the house corresponding to the telephone number to be verified to the current business consultant, wherein the created customer file information comprises the telephone number to be verified;
If the customer file same as the telephone number to be verified exists, acquiring original business advisor information corresponding to the customer file, and judging whether the current business advisor and the original business advisor are the same person or not according to the identification information of the current business advisor and the original business advisor information;
if the current professional consultant and the original professional consultant are judged to be the same person, the client of purchasing the house corresponding to the telephone number to be verified belongs to the current professional consultant or the original professional consultant; if the current employment advisor is judged to be not the same as the original employment advisor, an inquiry message is generated and sent to the second client or the third client, and the client attribution is judged according to the inquiry result.
Optionally, the generating the query message and sending the query message to the second client or the third client includes:
Judging whether the current working consultant and the original working consultant are the same agent company, if so, generating the inquiry message and sending the inquiry message to the second client, wherein the inquiry message comprises the identification information of the current working consultant and the original working consultant; and if not, generating the inquiry message and sending the inquiry message to the third client.
optionally, before determining whether the current employment advisor and the home advisor are the same agent, the method further comprises: determining that the home advisor belongs to a sales team under a target floor for sale in the local customer archive.
optionally, the method further includes: and if the original professional consultant is determined not to belong to the sales team under the target floor to be sold in the local client archive library, creating the customer file information under the target floor to be sold, and attributing the client of the house purchasing corresponding to the telephone number to be verified to the current professional consultant.
The invention has the beneficial effects that:
According to the home management system and method for the house-purchasing clients in the real estate project site, provided by the invention, the home of the house-purchasing clients is automatically judged by combining the application server and the client relationship management server constructed by a developer, so that the home is fair and fair, and manual intervention is not needed; the business consultant can initiate a client filing request through the first client, can realize client attribution judgment only by inputting a client telephone number, is favorable for improving the working efficiency of the business consultant, is favorable for the sales counter client to receive more well-ordered, is efficient and quick, and can also improve the house purchasing experience of house purchasing clients to a certain extent.
drawings
fig. 1 is a schematic structural diagram of a home management system for a client purchasing a real estate office according to a first embodiment of the present invention;
Fig. 2 is a schematic structural diagram of an application server according to a first embodiment of the present invention;
Fig. 3 is a schematic diagram of a terminal interface according to a first embodiment of the present invention;
Fig. 4 is a flowchart illustrating a home management method for a client in a real estate project site according to a second embodiment of the present invention.
Detailed Description
In order to make the objects, technical solutions and advantages of the present invention more apparent, the present invention is further described in detail with reference to the following detailed description and accompanying drawings. It should be understood that the specific embodiments described herein are merely illustrative of the invention and are not intended to limit the invention.
The first embodiment is as follows:
Referring to fig. 1, fig. 1 is a schematic structural diagram of a home management system for a client purchasing a real estate office provided in this embodiment, the system mainly includes an application server 10 and a client relationship management server 20, the application server 10 is configured with basic data information of floors to be sold, at least one sales team is correspondingly created under each floor to be sold, and at least one business advisor information is bound under each sales team, please refer to fig. 2.
It should be understood that the application server 10 can be configured to provide one or more sales floor profile information, and one or more sales teams can be created under each sales floor, and one or more employment advisor information can be configured to bind to each sales team. See table 1 below:
TABLE 1
The basic data information of the floor to be sold comprises the name of the floor to be sold, and the business placement consultant information comprises the name of the business placement consultant, a login account and a home agent company.
In other embodiments of the present invention, the live advisor information may also include a live advisor phone number, identification number, credential information, and the like.
Alternatively, the application server 10 may store all of the employment advisor information in the form of the following table 2:
TABLE 2
it should be understood that the application server 10 also needs to store customer profile information, wherein the stored customer profile information may be selected as a label with a building name, and stored separately for each building, so as to facilitate quick search and customer attribution judgment.
the customer file information comprises a customer name, a telephone number, a gender, a house purchasing intention, a channel source, a business placing frequency and the like; see table 3 below for details:
TABLE 3
| Customer name | Telephone number | sex | intention to purchase house | Source of channel | Number of times of putting business | |
| Building A | *** | *** | *** | *** | *** | *** |
| … | … | … | … | … | … | … |
| Building B | *** | *** | *** | *** | *** | *** |
| … | … | … | … | … | … | … |
In this embodiment, the customer relationship management server 20 uses the building name as a tag to correspondingly store the house purchasing customer information, wherein the house purchasing customer information includes the customer name and the telephone number. It should be noted that, although both the application server 10 and the client relationship management server 20 store the client information, the two may be different in the source of the client information, the former is mainly obtained by the working consultant through recording, profiling and storing in the process of taking over the client in the field, and the latter may be obtained by the developer through other ways, for example, through advertisement putting, guidance in intermediary, personal recommendation, etc.
The application server 10 receives a client profiling request sent by the first client 30, where the client profiling request carries a telephone number to be verified and identification information of a current working advisor, and the application server 10 parses the client profiling request to obtain the telephone number to be verified and determine a target building to be sold which is proxied by the current working advisor.
In the process of the present employment consultant receiving the client, the telephone number (telephone number to be verified) of the client is entered through the first client 30 (i.e. the employment consultant side APP), and is sent to the application server 10 for judgment.
the application server 10 determines whether the customer file with the same phone number as the phone number to be verified exists under the target floor to be sold in the local customer archive, if so, the customer file request is rejected, and a file failure message is generated to be sent to the first client, so that the current consulting agent knows that the customer belongs to the old customer, and a corresponding original consultant exists, so that the original consultant is responsible for taking care of the service. Optionally, when the application server 10 determines that the business consultant is available, it may further generate a notification message to be sent to the business consultant to remind the business consultant to receive the processing in time.
If it is determined that the customer file with the same phone number as the phone number to be verified does not exist under the target floor to be sold in the local customer archive, the customer file information stored in the customer relationship management server 20 needs to be further combined for processing, so that the accuracy of the customer attribution determination is improved, and the customer attribution determination is more fair and fair.
optionally, based on the communication connection between the application server 10 and the customer relationship management server 20, it is determined whether a customer file with the same phone number as the phone number to be verified exists in the customer relationship management server 20 under the target floor to be sold; if the client is not the new client, the application server 10 correspondingly creates the client file information under the target sale floor, and the client corresponding to the room to be purchased with the telephone number to be verified belongs to the current working consultant, and the created client file information contains the telephone number to be verified. Of course, the current placement consultant may also refine the profile information that it creates, including, for example, name, gender, channel source, house buying intent, channel source, etc., as shown in Table 3.
If it is determined that a customer file identical to the telephone number to be verified exists under the target floor to be sold in the customer relationship management server 20, the application server 20 obtains the home counselor information to which the customer file corresponds, and determines whether the current home counselor and the home counselor are the same person according to the identification information of the current home counselor and the home counselor information, if so, the customer to purchase the house corresponding to the telephone number to be verified is classified as the current home counselor or the home counselor; if not, generating a query message and sending the query message to the second client 40 or the third client 50, and judging the client attribution according to the query result.
It should be understood that the identification information of the live advisor includes at least one of the name, telephone number, login account number of the live advisor, as long as the live advisor is uniquely identified.
The application server 10 generates a query message and sends the query message to the second client 40 or the third client 50, including:
the application server 10 determines whether the present employment advisor and the original employment advisor are the same agent company, if yes, generates an inquiry message to send to the second client 40, the inquiry message includes the identification information of the present employment advisor and the original employment advisor; if not, a query message is generated and sent to the third client 50.
it should be noted that the second client 40 is a sales manager APP, which is mainly used by the sales manager, and the sales manager solves the problem of client ownership discrimination between two business consultants in the agent company through the second client 40 and feeds back the inquiry result to the application server 10. The application server 10 makes a client attribution judgment based on the inquiry result fed back by the sales manager client.
If the present professional consultant is not the same agent as the original professional consultant, the confirmation by the sales manager is not possible, because the sales manager corresponding to the present professional consultant and the original professional consultant is not the same person, and therefore the application server 10 here selects to generate a query message and send it to the sales counter manager for processing, i.e., to the third client 50. It should be understood that the third client 50 refers to a sales counter management side APP, and is mainly used by sales counter managers.
It should be understood that the first client 30, the second client 40, and the third client 50 are mainly different from each other in terms of corresponding users, the first client 30 is mainly used by a business consultant, the second client 40 is mainly used by a sales manager of an agent company, and the third client 50 is mainly used by a sales case manager; the corresponding authorities are different, and the first client 30 is mainly used for initiating a client filing request and updating and supplementing the client information; the second client 40 is mainly used for performing decision processing on the client attribution problem between the under-mentioned consultants of the agent company and feeding back the problem to the application server 10; optionally, all functions of the first client 30 may be included; the third client 50 is primarily used for decision-making of client affiliation issues between the live advisors of different agents in the sales counter.
Optionally, before determining whether the current employment advisor and the home advisor are the same agent, the application server 10 further comprises: it is determined that the home advisor belongs to a sales team under the target floor for sale in the local customer archive. If the original business consultant is determined not to belong to the sales team under the target floor to be sold in the local client archive, the application server 10 creates customer file information under the target floor to be sold, and the corresponding purchasing client of the telephone number to be verified belongs to the current business consultant.
Optionally, before determining whether the current live advisor is the same as the live advisor, the application server 10 further determines that the client of the house purchase corresponding to the telephone number to be verified is not marked as a public client; if marked as a public client, the application server 10 creates profile information under the target floor for sale and attributes the telephone number to be verified corresponding to the purchasing client to the current home advisor.
For example, a customer file identical to the telephone number to be verified exists under the target floor to be sold in the customer relationship management server 20, indicating that the customer belongs to an old customer, but the old customer may become a public customer due to the departure of the original consultant or the lack of follow-up for a long time. For public clients, they can be treated as new clients and thus be attributed to the current live advisor.
In order to ensure the authenticity of the customer file information and avoid the establishment of false customer file information, short message verification can be performed on the telephone number to be verified, which is recorded by a consulting agent, after the telephone number of a client is input, the consulting agent clicks an 'obtaining verification code' button, please refer to fig. 3, which is equivalent to initiating a short message verification code obtaining request to the application server 10, and the application server 10 receives the short message verification code obtaining request and sends a standard short message verification code to the telephone number to be verified according to the short message verification code obtaining request. The client mobile phone can receive the standard short message verification code, the business consultant can inform the business consultant of the standard short message verification code by the client's agreement or the client's initiative, the business consultant inputs the short message verification code, and the short message verification code and the telephone number to be verified of the client are sent to the application server 10 for attribution judgment.
the customer filing request carries a short message verification code to be detected, the application server 10 is further used for judging whether the short message verification code to be detected carried in the customer filing request is matched with the standard short message verification code, if so, the step of judging whether a customer file identical to a telephone number to be verified exists under a target building to be sold in a local customer archive is executed, and if not, the customer filing request is rejected, and a short message verification failure message is generated to be sent to the first client.
According to the home management system for the house-purchasing clients in the real estate project, the application server and the client relationship management server constructed by the developer are combined, so that the home of the house-purchasing clients can be automatically judged, and the system is fair and fair without human intervention; the business consultant can initiate a client filing request through the first client, can realize client attribution judgment only by inputting a client telephone number, is favorable for improving the working efficiency of the business consultant, is favorable for the sales counter client to receive more well-ordered, is efficient and quick, and can also improve the house purchasing experience of house purchasing clients to a certain extent.
Example two:
In this embodiment, on the basis of the first embodiment, a method for managing ownership of a client in a real estate project is provided, please refer to fig. 4, where fig. 4 is a flowchart illustrating a method for managing ownership of a client in a real estate project, the method mainly includes the following steps:
s401, receiving a client filing request sent by a first client, wherein the client filing request carries a telephone number to be verified and identification information of a current working consultant.
The telephone number to be verified, i.e., the customer telephone number, is available to the posing advisor through interrogation. In order to ensure the authenticity of the telephone number and avoid creating false customer file information, a "get verification code" button may be generated at the first client interface, and the presence advisor may determine the authenticity of the telephone number from the application server by clicking on the button to ensure that the telephone number actually belongs to the customer.
optionally, when the business consultant inputs the telephone number of the client, click the "get verification code" button, the application server can send a standard short message verification code to the mobile terminal to which the telephone number of the client belongs, the standard short message verification code is used for detecting the authenticity of the telephone number input by the business consultant, the mobile terminal of the client informs the business consultant who receives the standard short message verification code, the business consultant inputs the short message verification code, the application server compares the short message verification code input by the business consultant with the standard short message verification code, if the two are completely the same, the telephone is valid, and the customer file information established by the client based on the subjective will of the application server can be reflected, so that the true validity of the customer file information is ensured.
It should be understood that the application server may need to send the standard short message verification code to the client mobile terminal by means of the mobile network server, and the specific process may adopt an existing communication manner, which is not described herein again.
the identification information of the present people consultant can be uniquely identified by the name, telephone, login account, etc. of the people consultant, but also can be other information which can uniquely identify the people consultant.
S402, the client filing request is analyzed to obtain a telephone number to be verified, and a target floor to be sold, which is currently proxied by the employment consultant, is determined.
typically, a presence advisor is responsible for the sale of a building at a sales desk.
S403, judging whether a customer file with the same telephone number as the telephone number to be verified exists under a target floor to be sold in a local customer archive library, if so, turning to the step S404; if not, go to step S405.
S404, rejecting the client filing request, and generating a filing failure message to be sent to the first client.
S405, judging whether a customer file with the same telephone number as the telephone number to be verified exists under a target building to be sold in the customer relationship management server; if not, go to step S406; if yes, go to step S407.
S406, correspondingly creating customer file information under the target floor to be sold, and attributing the telephone number to be verified corresponding to the room purchasing client to the current business consultant, wherein the created customer file information comprises the telephone number to be verified.
s407, acquiring the original business advisor information corresponding to the client file, and judging whether the current business advisor and the original business advisor are the same person or not according to the identification information of the current business advisor and the original business advisor information; if yes, go to step S408; if not, go to step S409.
S408, the telephone number to be verified is assigned to the current business consultant or the original business consultant corresponding to the client.
And S409, generating inquiry information and sending the inquiry information to the second client or the third client, and judging the client attribution according to an inquiry result.
Optionally, if the current live advisor and the live advisor are not the same person, determining whether the current live advisor and the live advisor are the same agent company, if so, generating an inquiry message to send to the second client, wherein the inquiry message comprises identification information of the current live advisor and the live advisor; if not, generating a query message and sending the query message to the third client.
The system comprises a first client, a second client and a third client, wherein the first client, the second client and the third client are mainly different in corresponding use population, the first client is mainly used by a business consultant, the second client is mainly used by a sales manager of an agent company, and the third client is mainly used by sales case managers; the corresponding authorities are different, and the first client side is mainly used for initiating a client filing request and updating and supplementing the client information; the second client is mainly used for carrying out decision processing on the client attribution problem between the flag post-professional consultants of the agent company and feeding back the problem to the application server; optionally, all functions of the first client may also be included; the third client is mainly used for decision processing of client attribution problems among the employment consultants of different agent companies in the sales plan.
Optionally, before determining whether the current employment advisor and the home advisor are the same agent, the method further comprises: it is determined that the home advisor belongs to a sales team under the target floor for sale in the local customer archive. If the original business consultant is determined not to belong to the sales team under the target floor to be sold in the local client archive, customer file information is created under the target floor to be sold, and the client with the telephone number to be verified corresponding to the room purchasing client belongs to the current business consultant.
It will be apparent to those skilled in the art that the modules or steps of the invention described above may be implemented in a general purpose computing device, they may be centralized on a single computing device or distributed across a network of computing devices, and optionally they may be implemented in program code executable by a computing device, such that they may be stored on a computer storage medium (ROM/RAM, magnetic disks, optical disks) and executed by a computing device, and in some cases, the steps shown or described may be performed in an order different than that described herein, or they may be separately fabricated into individual integrated circuit modules, or multiple ones of them may be fabricated into a single integrated circuit module. Thus, the present invention is not limited to any specific combination of hardware and software.
The foregoing is a more detailed description of the present invention that is presented in conjunction with specific embodiments, and the practice of the invention is not to be considered limited to those descriptions. For those skilled in the art to which the invention pertains, several simple deductions or substitutions can be made without departing from the spirit of the invention, and all shall be considered as belonging to the protection scope of the invention.
Claims (10)
1. A home management system for house-buying clients in a real estate project site is characterized by comprising an application server and a client relationship management server, wherein the application server is configured with basic data information of floors to be sold, at least one sales team is correspondingly created under each floor to be sold, and at least one business placement advisor information is bound under each sales team, wherein the basic data information comprises names of the floors to be sold, and the business placement advisor information comprises names of business placement advisors, login accounts and home agent companies; the customer relationship management server takes the building name as a label and correspondingly stores the customer information of the house purchase, wherein the customer information of the house purchase comprises the customer name and the telephone number;
The application server receives a client filing request sent by a first client, wherein the client filing request carries a telephone number to be verified and identification information of a current business consultant, and the application server analyzes the client filing request to obtain the telephone number to be verified and determines a target floor to be sold, which is proxied by the current business consultant;
The application server judges whether a customer file which is the same as the telephone number to be verified exists under the target floor to be sold in a local customer archive library, if so, the application server refuses the customer filing request and generates a filing failure message to be sent to the first client; if not, judging whether a customer file identical to the telephone number to be verified exists under the target floor to be sold in the customer relationship management server based on the communication connection between the application server and the customer relationship management server; if not, the application server correspondingly creates customer file information under the target floor to be sold, and the customer corresponding to the house purchasing client of the telephone number to be verified belongs to the current business consultant, wherein the created customer file information comprises the telephone number to be verified;
if the customer file with the same number as the phone number to be verified exists under the target floor to be sold in the customer relationship management server, the application server acquires original business advisor information to which the customer file corresponds, and judges whether a current business advisor and an original business advisor are the same person or not according to the identification information of the current business advisor and the original business advisor information, if so, a customer purchasing the house corresponding to the phone number to be verified is attributed to the current business advisor or the original business advisor; if not, generating an inquiry message and sending the inquiry message to the second client or the third client, and judging the client attribution according to the inquiry result.
2. the real estate project purchasing client home management system of claim 1 wherein generating a query message to send to a second client or a third client comprises:
Judging whether the current working consultant and the original working consultant are the same agent company, if so, generating the inquiry message and sending the inquiry message to the second client, wherein the inquiry message comprises the identification information of the current working consultant and the original working consultant; and if not, generating the inquiry message and sending the inquiry message to the third client.
3. The system of claim 2, further comprising, prior to determining whether the current live advisor and the live advisor are the same agent: determining that the home advisor belongs to a sales team under a target floor for sale in the local customer archive.
4. the real estate project purchasing client home management system of claim 3 further comprising: and if the original professional consultant is determined not to belong to the sales team under the target floor to be sold in the local client archive library, the application server creates the customer file information under the target floor to be sold, and the customer to be checked corresponding to the telephone number belongs to the current professional consultant.
5. the system of claim 1, wherein prior to determining whether the current live advisor is the same person as the live advisor, the system further comprises determining that the telephone number to be verified corresponds to a home client that is not marked as a public client; and if the client is marked as a public client, the application server creates the customer file information under the target floor to be sold, and the client corresponding to the telephone number to be verified belongs to the current live advisor.
6. The system as claimed in any one of claims 1 to 5, wherein the client filing request further carries a short message verification code to be tested, and before the application server receives the client filing request from the first client, the system further comprises receiving a short message verification code acquisition request and sending a standard short message verification code to the phone number to be verified according to the short message verification code acquisition request; the application server is further used for judging whether a short message verification code to be detected carried in the customer filing request is matched with the standard short message verification code, if so, the step of judging whether a customer file with the same telephone number as the telephone number to be verified exists under the target building to be sold in a local customer archive library is executed, and if not, the customer filing request is rejected, and a short message verification failure message is generated to be sent to the first client.
7. A home management method for a client purchasing a real estate project is characterized by comprising the following steps:
receiving a client filing request sent by a first client, wherein the client filing request carries a telephone number to be verified and identification information of a current working consultant;
Analyzing the client filing request to obtain the telephone number to be verified, and determining a target floor to be sold, which is proxied by the current employment consultant;
Judging whether a customer file identical to the telephone number to be verified exists under the target floor to be sold in a local customer archive library, if so, rejecting the customer filing request and generating a filing failure message to send to the first client; if not, judging whether a customer file identical to the telephone number to be verified exists under the target floor to be sold in the customer relationship management server;
If the customer file which is the same as the telephone number to be verified does not exist, correspondingly creating customer file information under the target floor to be sold, and attributing a customer purchasing the house corresponding to the telephone number to be verified to the current business consultant, wherein the created customer file information comprises the telephone number to be verified;
If the customer file same as the telephone number to be verified exists, acquiring original business advisor information corresponding to the customer file, and judging whether the current business advisor and the original business advisor are the same person or not according to the identification information of the current business advisor and the original business advisor information;
If the current professional consultant and the original professional consultant are judged to be the same person, the client of purchasing the house corresponding to the telephone number to be verified belongs to the current professional consultant or the original professional consultant; if the current employment advisor is judged to be not the same as the original employment advisor, an inquiry message is generated and sent to the second client or the third client, and the client attribution is judged according to the inquiry result.
8. The real estate project purchasing client home management method of claim 7 wherein generating a query message to send to a second client or a third client comprises:
Judging whether the current working consultant and the original working consultant are the same agent company, if so, generating the inquiry message and sending the inquiry message to the second client, wherein the inquiry message comprises the identification information of the current working consultant and the original working consultant; and if not, generating the inquiry message and sending the inquiry message to the third client.
9. The method of claim 8, wherein prior to determining whether the current live advisor and the live advisor are the same agent, the method further comprises: determining that the home advisor belongs to a sales team under a target floor for sale in the local customer archive.
10. The real estate project site purchasing client home management method of claim 8, further comprising: and if the original professional consultant is determined not to belong to the sales team under the target floor to be sold in the local client archive library, creating the customer file information under the target floor to be sold, and attributing the client of the house purchasing corresponding to the telephone number to be verified to the current professional consultant.
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| CN201910874623.4A CN110580587A (en) | 2019-09-16 | 2019-09-16 | Real estate project purchasing client affiliation management system and method |
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| CN201910874623.4A CN110580587A (en) | 2019-09-16 | 2019-09-16 | Real estate project purchasing client affiliation management system and method |
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