CN114399364A - Method and system for matching entities on both sides of user and sales group - Google Patents

Method and system for matching entities on both sides of user and sales group Download PDF

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CN114399364A
CN114399364A CN202210060634.0A CN202210060634A CN114399364A CN 114399364 A CN114399364 A CN 114399364A CN 202210060634 A CN202210060634 A CN 202210060634A CN 114399364 A CN114399364 A CN 114399364A
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sales
target
data
matching
group
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李睿
王耔霏
金雯
王波
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Yuanbaoshuke Beijing Technology Co ltd
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    • G06Q30/00Commerce
    • G06Q30/06Buying, selling or leasing transactions
    • G06Q30/0601Electronic shopping [e-shopping]
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
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    • G06F16/245Query processing
    • G06F16/2455Query execution

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Abstract

The invention relates to the technical field of data processing, in particular to a method and a system for matching entities on both sides of a user and a sales group, which comprises the following steps of Step 1: selecting a sales target and a sales group, acquiring sales target and sales group data, and analyzing effective data; step 2: capturing attribute characteristics of the sales targets and the sales groups from the valid data; step 3: establishing a database, and sending the captured attribute characteristics of the sales target and the sales group to the database; step 4: and selecting the recorded attribute characteristics in the database, judging whether the matching relation between the sales target and the sales group meets the requirements, predicting the matching characteristics of the sales target and the sales group, and matching. The invention provides a matching method for the sales group, and the method can match the sales group and the individual with accurate sales target customers, thereby improving the compatibility between the sales group, the individual and the target customers in the sales process, providing better service for the target customers and improving the bargaining probability.

Description

Method and system for matching entities on both sides of user and sales group
Technical Field
The invention relates to the technical field of data processing, in particular to a method and a system for matching entities on both sides of a user and a sales group.
Background
Sales refers to the act of offering a product to a third party in a sale, lease or any other way, including related ancillary activities to facilitate the act, such as advertising, promotions, exhibitions, services, or: sales refers to the activity of realizing the production results of enterprises, and is a piece of activity for serving customers;
however, with the development of science and technology, the sales industry generally tends to be performed on line, and most sales are very dependent on secondary deals, so as to obtain greater profits, while when the sales deal with the customers who have completed the primary deals, because the time span of the primary deals is long, the information of the customers grasped by the sales deal is insufficient, so that the identities of the customers cannot be confirmed, and the sales deal is promoted by performing butt joint on sales individuals with high matching degree with the customers.
Disclosure of Invention
Solves the technical problem
Aiming at the defects in the prior art, the invention provides a method and a system for matching entities on both sides of a user and a sales group, and solves the problems that a sales docking client is prompted to complete a secondary transaction process with the client, whether the identity of the client is accurate or not cannot be accurately judged, the current requirements of the client cannot be obtained, and the optimal sales individual can be matched for the client.
Technical scheme
In order to achieve the purpose, the invention is realized by the following technical scheme:
in a first aspect, a method for matching entities on both sides of a user and a sales organization comprises the following steps:
step 1: selecting a sales target and a sales group, acquiring sales target and sales group data, and analyzing effective data;
step 2: capturing attribute characteristics of the sales targets and the sales groups from the valid data;
step 3: establishing a database, and sending the captured attribute characteristics of the sales target and the sales group to the database;
step 4: selecting the recorded attribute characteristics in the database, judging whether the matching relationship between the sales target and the sales group meets the requirements, predicting the matching characteristics of the sales target and the sales group, and matching;
step 5: selecting a recommendation target and a value-added recommendation target according to matching characteristics between the sales target and the sales group and providing the recommendation target and the value-added recommendation target to the sales group;
step 6: when the matching relation between the attribute characteristics recorded in the sales target and sales group database in the Step4 and the sales target and the sales group requirements is not consistent, ending the matching;
step 7: matching is completed after the relation check in Step6 is passed, and Step31 is executed again synchronously.
Further, the steps Step1 and Step2 include the StepStep21: and analyzing invalid data in the sales target data, and extracting data characteristics in the invalid data to serve as reference data.
Further, the Step3 includes the Step 31: setting a database updating period and a data sampling triggering condition, extracting attribute features of a sales target from sampling data, recording the extracted attribute features into data contents of the same-genus target in the database, and removing redundant same-kind items for target/data matching learning of a system.
Further, in the Step4, the setting range of the attribute feature described in the sales target database and the allowable value of the determined sales target demand feature is 85% to 100%.
Further, the Step7 is to execute the Step31 again after the sales target and the sales group complete the relationship information verification, record the acquired data content, extract all the feature data in the data, and store the extracted feature data in the database.
Further, the database created in Step3 is a cloud database.
Further, the database sales target attribute features include: social features, consumption level, marketing target skirt relation network and character preference.
In a second aspect, a system for matching entities on both sides of a user and a sales organization, comprising:
the control terminal is a master control end of the system and provides and sends an execution command for the lower-level module to execute;
a database for storing attribute data of a sales target and a sales group side;
the capturing module is used for capturing the property characteristics of the sales target and the sales group side in the communication process with the sales target and the sales group;
the analysis module is used for analyzing the sales target and the attribute characteristics of the sales group side and searching in the database by using the analyzed attribute characteristics;
the judging module is used for acquiring a retrieval result of the attribute characteristics analyzed by the analyzing module in the database by using wireless network transmission and judging whether the analyzed relation characteristics are consistent with the matching relation between each sales target and each sales group in the database;
the configuration module is used for configuring business individuals and groups to be matched with the sales targets;
the reporting module is used for reporting the up-and-down communication conditions of the individual business, the group and the matched sales target line, editing a data file according to the communication conditions and reporting the data file to the control terminal, and reporting the data file in real time by periodic system after the configuration module completes configuration;
the evaluation module is used for evaluating the results of the service individuals, the groups and the distributed sales targets after the butt joint is completed, and the evaluation module runs after the reporting module finishes reporting all communication conditions and reporting the data files;
and the coordination module is used for coordinating the business individuals and the sales targets and the sales group groups with the same attribute matched by the groups.
Further, the analysis module comprises:
the processing unit is used for processing invalid data in the communication content of the current sales target and the current sales group side;
the recombination unit is used for recombining each characteristic data in invalid data in the communication contents of the sales target and the sales group side;
the logic unit is used for providing recombination logic for the recombination unit;
an extraction unit configured to extract data content having a characteristic in invalid data;
and the feedback unit is used for feeding back the sales target and the sales group characteristic data extracted by the extraction unit to the analysis module.
Furthermore, the coordination module transmits the coordination change data to the reporting module through medium transmission, and the reporting module synchronously changes the attribution of the report sub-data file according to the coordination module change in the process of reporting the sub-data file.
Advantageous effects
Compared with the known public technology, the technical scheme provided by the invention has the following beneficial effects:
1. the invention provides a matching method for the sales group, and the method can match the sales group and the individual with accurate sales target customers, thereby improving the compatibility between the sales group, the individual and the target customers in the sales process, providing better service for the target customers and improving the bargaining probability.
2. The invention provides a method for identifying the identity of a target client in the process of selling groups and individuals, which is carried out in a mode of analyzing and matching the attribute characteristics of the target client, thereby avoiding the loss of useless energy and time of the selling groups and the individuals, carrying out accurate selling on the target client and improving the working efficiency of the selling groups and the individuals.
3. The invention provides a system for identifying the identity of a target client and matching a sales task for sales groups and individuals, and the sales tasks can be effectively and reasonably arranged through the system, so that the sales work of the sales groups and individuals can be carried out more smoothly and efficiently, and the sales benefits are increased.
Drawings
In order to more clearly illustrate the present invention or the technical solutions in the prior art, the drawings used in the description of the embodiments or the prior art will be briefly described below. It is obvious that the drawings in the following description are only some embodiments of the invention, and that for a person skilled in the art, other drawings can be derived from them without inventive effort.
FIG. 1 is a schematic flow chart of a method for matching users with entities on both sides of a sales organization;
FIG. 2 is a schematic diagram of a system for matching users and entities on both sides of a sales organization;
FIG. 3 is a flow chart of an illustrative example of the present invention 1;
FIG. 4 is a flow chart of an illustrative example of the present invention 2;
FIG. 5 is a flow chart of an illustrative example of the present invention 3;
FIG. 6 is a flow chart of an illustrative example of the present invention 4;
the reference numerals in the drawings denote: 1. a control terminal; 11. a database; 2. a capture module; 3. an analysis module; 31. a processing unit; 32. a recombination unit; 33. a logic unit; 34. an extraction unit; 35. a feedback unit; 4. a decision module; 5. a configuration module; 6. a reporting module; 7. an evaluation module; 8. and a coordination module.
Detailed Description
In order to make the objects, technical solutions and advantages of the present invention more apparent, the technical solutions of the present invention will be described clearly and completely with reference to the accompanying drawings. It is to be understood that the embodiments described are only a few embodiments of the present invention, and not all embodiments. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present invention.
The present invention will be further described with reference to the following examples.
Example 1
A method for matching entities on both sides of a user and a sales organization according to this embodiment, as shown in fig. 1, includes the following steps:
step 1: selecting a sales target and a sales group, acquiring sales target and sales group data, and analyzing effective data;
step 2: capturing attribute characteristics of the sales targets and the sales groups from the valid data;
step 3: establishing a database, and sending the captured attribute characteristics of the sales target and the sales group to the database;
step 4: selecting the recorded attribute characteristics in the database, judging whether the matching relationship between the sales target and the sales group meets the requirements, predicting the matching characteristics of the sales target and the sales group, and matching; (ii) a
Step 5: selecting a recommendation target and a value-added recommendation target according to matching characteristics between the sales target and the sales group and providing the recommendation target and the value-added recommendation target to the sales group;
step 6: when the matching relation between the attribute characteristics recorded in the sales target and sales group database in the Step4 and the sales target and the sales group requirements is not consistent, ending the matching;
step 7: matching is completed after the relation check in Step6 is passed, and Step31 is executed again synchronously.
As shown in FIG. 1, Step1 and Step2 include stepsStep21: and analyzing invalid data in the sales target data, and extracting data characteristics in the invalid data to serve as reference data.
As shown in fig. 1, Step3 includes Step 31: setting a database updating period and a data sampling triggering condition, extracting attribute features of a sales target from sampling data, recording the extracted attribute features into data contents of the same-genus target in the database, and removing redundant same-kind items for target/data matching learning of a system.
Through the arrangement, the method can enable the database to grow and be more intelligent along with long-term use.
As shown in fig. 1, in Step4, the attribute characteristics and the allowable value of the judged sales target demand characteristics are set to 85% to 100% in the sales target database.
As shown in fig. 1, the Step7 is executed again after the sales target and the sales organization complete the relationship information verification, and the Step31 is executed to record the acquired data content, extract all the feature data in the data, and store the extracted feature data in the database.
Through the arrangement, the newly added and characteristic sales target attribute characteristics acquired in the process of communicating with the sales target can be timely recorded into the database, and the loss of newly added data of the sales target is prevented.
As shown in fig. 1, the database created in Step3 is a cloud database.
As shown in fig. 1, the database sales target attribute feature includes: social features, consumption level, marketing target skirt relation network and character preference.
Example 2
A system for matching entities on both sides of a user and a sales organization in this embodiment, as shown in fig. 2, includes:
the control terminal 1 is a master control end of the system and provides and sends an execution command for a lower module to execute;
the control terminal 1 is a master control end of the system and provides and sends an execution command for a lower module to execute;
a database 11 for storing attribute data on the sales target and sales group sides;
the capturing module 2 is used for capturing the property characteristics of the sales target and the sales group side in the communication process with the sales target and the sales group;
the analysis module 3 is used for analyzing the attribute characteristics of the sales target and the sales group side and searching in the database by using the analyzed attribute characteristics;
the judging module 4 is used for acquiring the retrieval result of the attribute characteristics analyzed in the analyzing module 3 in the database 11 by using wireless network transmission and is used for judging whether the analyzed relation characteristics are consistent with the matching relation between each sales target and each sales group in the database 11;
the configuration module 5 is used for configuring business individuals, groups and sales targets to be matched;
the reporting module 6 is used for reporting the up-and-down communication conditions of the individual business, the group and the matched sales target line, editing the data file according to the communication conditions and reporting the data file to the control terminal, and the reporting module 6 reports the data file in real time in a periodic mode after the configuration module 5 finishes the configuration;
the evaluation module 7 is used for evaluating the results of the service individuals, the groups and the distributed sales targets after the butt joint is completed, and the evaluation module operates after the reporting module 6 finishes reporting all communication conditions and reporting the data files;
and the coordination module 8 is used for coordinating the business individuals and the sales targets and the sales group groups with the same attribute matched by the groups.
When the system is used, a user can issue an instruction through the control terminal 1 and the database 11 carried in the control terminal 1, so that the capture module 2 operates to capture the communication content at the sale target side, the communication data content is analyzed by the analysis module 3 after being captured, and whether the communication content is a sale target is judged by the judgment module 4;
then, when the user is confirmed to be himself and then is connected with a sales target again, a sales group and an individual are configured through a configuration module 5 to execute a sales task, and a sales progress is reported to a terminal through a reporting module 6 in real time in the sales process;
and finally, after the sales is finished, the evaluation module 7 can be used for evaluating the completion conditions of the sales groups and individuals, and when the sales task is not ideal, the coordination module 8 is used for coordinating the sales groups and individuals matched with the sales target client.
Example 3
As shown in fig. 2, the analysis module 3 in the system for matching entities on both sides of the user and the sales organization of the present embodiment includes:
a processing unit 31 for processing invalid data in the current communication contents with the sales target and the sales organization side;
a restructuring unit 32, configured to restructure each feature data in the invalid data in the communication content with the sales target and the sales organization;
a logic unit 33 for providing the reassembly logic for the reassembly unit 32;
an extracting unit 34 configured to extract data content having a feature in the invalid data;
and a feedback unit 35 for feeding back the sales target and the sales group feature data extracted by the extraction unit 34 to the analysis module 3.
As shown in fig. 2, the coordination module 8 transmits the coordination change data to the reporting module 6 through media transmission, and the reporting module 6 changes the affiliation of the synchronous change report sub-data file according to the coordination module 8 in the process of reporting the sub-data file.
Through the arrangement, the configuration module 5 can adjust the sales groups and individuals matched with the sales target customers according to the real-time change of the coordination and synchronization of the coordination module 8, thereby effectively stopping loss, preventing the loss of the sales target customers and promoting the progress of the sales target.
Example 4
Wherein, as shown in fig. 3-6:
fig. 3): entities to be allocated are as follows: the user, the task to be dealt with and the like perform classified portrait description according to the inherent attribute and the behavior record of the user, and classify a plurality of similar entities into the same portrait;
fig. 4): entities at the receiving side are as follows: the working personnel, the working team and the like also carry out classified portrait description according to the inherent attributes, behavior records and historical performance of the working personnel and the working team, and classify a plurality of similar entities into the same type of picture;
fig. 5): calculating by an artificial intelligence algorithm to obtain the matching degree between any entity at the side to be distributed and any entity at the receiving side, namely the score or probability of reaching a specific service target;
fig. 6): and obtaining the weight of the intelligent algorithm and converting the weight into a scoring matrix. And performing heuristic calculation by using an improved-version undirected bipartite algorithm based on the band edge weight, completing the matching between the entity to be distributed and the receiving entity, finding out the globally optimal distribution solution, and achieving the maximum realization of a specific service target.
In summary, the invention provides a matching method for the sales group, and the matching method can match the sales group and the individual with accurate sales target customers, thereby improving the compatibility between the sales group, the individual and the target customer in the sales process, providing better service for the target customer, and improving the deal probability;
the invention provides a method for identifying the identity of a target client in the process of selling groups and individuals, which is carried out in a mode of recording, analyzing and matching the attribute characteristics of the target client, thereby avoiding the loss of useless energy and time of the selling groups and individuals, carrying out accurate selling on the target client and improving the working efficiency of the selling groups and individuals;
the invention provides a system for identifying the identity of a target client and matching the sales task for the sales groups and individuals, and the sales tasks can be effectively and reasonably arranged through the system, so that the sales work of the sales groups and individuals can be carried out more smoothly and efficiently, and the sales benefits are increased.
The above examples are only intended to illustrate the technical solution of the present invention, but not to limit it; although the present invention has been described in detail with reference to the foregoing embodiments, it will be understood by those of ordinary skill in the art that: the technical solutions described in the foregoing embodiments may still be modified, or some technical features may be equivalently replaced; such modifications and substitutions do not depart from the spirit and scope of the corresponding technical solutions.

Claims (10)

1. A method for matching entities on both sides of a user and a sales party is characterized by comprising the following steps:
step 1: selecting a sales target and a sales group, acquiring sales target and sales group data, and analyzing effective data;
step 2: capturing attribute characteristics of the sales targets and the sales groups from the valid data;
step 3: establishing a database, and sending the captured attribute characteristics of the sales target and the sales group to the database;
step 4: selecting the recorded attribute characteristics in the database, judging whether the matching relationship between the sales target and the sales group meets the requirements, predicting the matching characteristics of the sales target and the sales group, and matching;
step 5: selecting a recommendation target and a value-added recommendation target according to matching characteristics between the sales target and the sales group and providing the recommendation target and the value-added recommendation target to the sales group;
step 6: when the matching relation between the attribute characteristics recorded in the sales target and sales group database in the Step4 and the sales target and the sales group requirements is not consistent, ending the matching;
step 7: matching is completed after the relation check in Step6 is passed, and Step31 is executed again synchronously.
2. The bilateral entity matching method for users and marketing communities as claimed in claim 1, wherein the steps of Step1 and Step2 comprise the steps of Step 21: and analyzing invalid data in the sales target data, and extracting data characteristics in the invalid data to serve as reference data.
3. The bilateral entity matching method between users and marketing communities as claimed in claim 1, wherein said Step3 comprises the steps of Step 31: setting a database updating period and a data sampling triggering condition, extracting sales targets and sales group attribute characteristics from sampled data, inputting the extracted attribute characteristics into the data content of the targets of the same category in the database, and eliminating redundant items of the same category for target/data matching learning of a system.
4. The method as claimed in claim 1, wherein the attribute characteristics recorded in the sales target database in Step4 and the allowable value of the determined sales target demand characteristics are set to be in the range of 85% to 100%.
5. The method as claimed in claim 1, wherein the Step7 is performed again after the sales target and the sales organization complete the relationship information check, and the Step31 is performed to record the data content obtained this time, extract all the feature data in the data, and store the extracted feature data in the database.
6. The bilateral entity matching method between users and marketing groups as claimed in claim 1, wherein the database created in Step3 is a cloud database.
7. The method of claim 3, wherein the database sales target attribute feature comprises: social features, consumption level, marketing target skirt relation network and character preference.
8. A system for matching entities on both sides of a user and a sales organization, said system being an implementation system of the method for matching entities on both sides of a user and a sales organization according to any one of claims 1 to 7, comprising:
the control terminal (1) is a master control end of the system and provides and sends an execution command for a lower module to execute;
a database (11) for storing attribute data on the sales target and sales group sides;
the capturing module (2) is used for capturing the property characteristics of the sales target and the sales group side in the communication process with the sales target and the sales group;
the analysis module (3) is used for analyzing the attribute characteristics of the sales target and the sales group side and searching in the database by using the analyzed attribute characteristics;
the judging module (4) is used for acquiring a retrieval result of the attribute characteristics analyzed in the analyzing module (3) in the database (11) by using wireless network transmission and is used for judging whether the analyzed relation characteristics are consistent with the matching relation between each sales target and each sales group in the database (11);
the configuration module (5) is used for configuring business individuals and groups to be matched with the sales targets;
the reporting module (6) is used for reporting the up-and-down communication conditions of the individual business, the group and the matched sales target line, editing the data file according to the communication conditions and reporting the data file to the control terminal, and the reporting module (6) reports the data file in real time by periodic system after the configuration module (5) completes the configuration;
the evaluation module (7) is used for evaluating the results of the service individuals, the groups and the distributed sales targets after the butt joint is completed, and the evaluation module operates after the reporting module (6) finishes reporting all communication conditions and reporting the data files;
and the coordination module (8) is used for coordinating the business individuals and the groups matched with the same attribute sales targets and the groups.
9. The system and method for matching entities on both sides of user and sales organization according to claim 8, wherein the analysis module (3) comprises:
a processing unit (31) for processing invalid data in the current communication contents with the sales target and the sales organization side;
a restructuring unit (32) for restructuring each feature data in invalid data in the communication content with the sales target and the sales organization;
a logic unit (33) for providing the reassembly logic for the reassembly unit (32);
an extraction unit (34) for extracting data content having a characteristic in the invalid data;
and the feedback unit (35) is used for feeding back the sales target and the sales group characteristic data extracted by the extraction unit (34) to the analysis module (3).
10. The method and system for matching the entities on both sides of the user and the sales organization according to claim 8, wherein the coordination module (8) transmits the coordination change data to the reporting module (6) through media transmission, and the reporting module (6) changes the report sub-data file attribution synchronously according to the coordination module (8) during reporting the sub-data file.
CN202210060634.0A 2022-01-19 2022-01-19 Method and system for matching entities on both sides of user and sales group Pending CN114399364A (en)

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