CN115630934A

CN115630934A - Client full-process tracking management system

Info

Publication number: CN115630934A
Application number: CN202211348909.7A
Authority: CN
Inventors: 焦谋; 黄子耕
Original assignee: Chongqing Tianzhihuiqi Technology Co ltd
Current assignee: Chongqing Tianzhihuiqi Technology Co ltd
Priority date: 2022-10-31
Filing date: 2022-10-31
Publication date: 2023-01-20

Abstract

The invention relates to the technical field of customer management, and discloses a customer full-flow tracking management system, which comprises an information collection module, a resource information distribution module, a business placement statistics subsystem and a channel identification module; the information collection module is used for collecting basic data; the basic data comprises client visit data, platform registration data and client basic information; the resource information distribution module is used for comprehensively analyzing the basic data, distributing the client flow to the corresponding channel according to the distribution strategy and obtaining an initial distribution result; the business-setting statistic subsystem is used for acquiring the client business-setting information and generating a business-setting list according to the client business-setting information; and the channel identification module is used for identifying the effective channel to which the customer belongs according to the initial distribution result and the placement list and the identification strategy. The invention can intelligently control the source and the flow direction of the client, can intelligently and comprehensively manage the whole business setting process of the client, is beneficial to improving the efficiency of client management of an enterprise, and helps the enterprise to accurately and efficiently trace the source of the client.

Description

Client full-process tracking management system

Technical Field

The invention relates to the technical field of customer management, in particular to a customer full-process tracking management system.

Background

With the rapid development of internet technology, many enterprises nowadays adopt an intelligent customer management system to manage their own customer resources when performing customer management, for example: and a customer management system is adopted to manage the customer basic information and the like on line according to certain classification. However, the customer management work of the management system is far from enough, and a large optimization space exists.

Especially for enterprises in the real estate transaction industry, it is not enough to retain and manage the basic information of the customers. Influenced by the trading characteristics of the real estate industry, the real estate trading volume is large, the trading timeline is generally pulled to be longer, and the switching of trading links and trading consultants can be involved in the longer trading process. Therefore, the data of the transaction process of the client is scattered, and the information of the whole transaction process of the client is not easy to manage. Moreover, when an enterprise carries out service promotion and searches clients, the enterprise is promoted by often adopting a combination mode of an online mode and an offline mode, so that promotion information can be more efficiently and widely spread, and a better service development effect is achieved. Accordingly, the manner also makes the sources of many customers unclear, and the enterprise is inconvenient to trace the sources of the customers.

Therefore, a management system which can perform the full-flow tracking management of the client and is convenient for the tracing of the client is needed at present.

Disclosure of Invention

The invention aims to provide a client full-process tracking management system which can intelligently control the source and the flow direction of a client, can intelligently and comprehensively manage the whole business-setting process of the client, is beneficial to improving the client management efficiency of an enterprise and helps the enterprise to accurately and efficiently trace the source of the client.

The basic scheme provided by the invention is as follows: a customer full-flow tracking management system comprises an information collection module, a resource information distribution module, a business placement statistics subsystem and a channel identification module;

the information collection module is used for collecting basic data; the basic data comprises client visiting data, platform registration data and client basic information; the resource information distribution module is used for comprehensively analyzing the basic data, distributing the client flow to the corresponding channel according to the distribution strategy and obtaining an initial distribution result; the system comprises a client business-setting statistic subsystem and a business-setting statistic subsystem, wherein the business-setting statistic subsystem is used for acquiring client business-setting information and generating a business-setting list according to the client business-setting information; and the channel identification module is used for identifying the effective channel to which the customer belongs according to the initial distribution result and the placement list and the identification strategy.

The working principle and the advantages of the invention are as follows: according to the scheme, the information collection module is adopted to collect the relevant data of the client, and the collected relevant information of the client can be used as a data base for enterprise client management. Secondly, determining a platform channel to which the visiting client belongs correspondingly by using the client visiting data and the platform registration data by adopting a resource information distribution module, and distributing the client stream to the corresponding channel, wherein the channel distribution can set a basic range for tracing the source of the subsequent client, so that the subsequent accurate tracing is more convenient; meanwhile, the initial distribution result can provide reliable data reference for drainage of an enterprise analysis platform and popularization decision of an optimization platform.

The scheme also adopts the business-setting statistical subsystem to collect and manage the business-setting information of the client and generate the business-setting list, can carry out tracking type management on the whole business-setting process of the client, can also centralize, intelligentize and serialize the information between the processes through the business-setting statistical subsystem even in a longer business-setting transaction process, and facilitates direct calling of enterprises due to the generated business-setting list. In addition, the effective channel to which the customer belongs is judged by the channel identification module based on the placement list and the initial distribution result, and particularly under the condition that the customer is recommended to the same case by different platform channels, the channel identification module can identify the actual channel to which the customer belongs, so that the method and the system are beneficial to helping enterprises to accurately trace the source of the customer.

According to the customer full-process tracking management system, the source and the flow direction of a customer can be intelligently controlled through the cooperation of the modules and the subsystems, the whole process of the enterprise deployment of the customer can be intelligently and comprehensively managed, the efficiency of customer management of an enterprise is improved, and the enterprise is helped to accurately and efficiently trace the source of the customer. Compared with a conventional management system, the method has richer dimensionality for customer management, not only is the statistical management of the basic information of the customer performed, but also the statistical management is performed on the source of the customer and the transaction development condition of the customer, and the management effect is better.

Drawings

Fig. 1 is a schematic structural diagram of a first embodiment of a customer full-process tracking management system according to the present invention.

Detailed Description

The following is further detailed by the specific embodiments:

the first embodiment is as follows:

the embodiment is basically as shown in the attached figure 1: a customer full-flow tracking management system comprises an information collection module, a resource information distribution module, a business placement statistics subsystem and a channel identification module.

The information collection module is used for collecting basic data; the basic data comprises client visit data, platform registration data and client basic information. Specifically, the client visit data refers to the relevant registration information and the like which are registered under a line or registered on a line in the field after the client arrives at the sales counter. The platform registration data refers to client information collected by enterprises through flow entries, publicity entries and the like provided by online platforms such as WeChat small programs, self-service software, live broadcast platforms and the like. The basic information of the client is the basic information of the name, the nickname, the contact way and the like of the client. The various data must contain contact information, so that the customers can be distinguished quickly through the contact information, and the direct contact with the customers can be conveniently realized subsequently.

And the resource information distribution module is used for comprehensively analyzing the basic data, distributing the customer flow to the corresponding channel according to the distribution strategy and obtaining an initial distribution result. The allocation strategy comprises the following steps: matching with platform registration data on the basis of the customer visiting data, and if the matching is successful, taking a platform to which the platform registration data belongs as a primary distribution channel to which the customer belongs; if the matching is unsuccessful, the case to which the customer visits the data is taken as a primary distribution channel to which the customer belongs. Specifically, for example, the client a knows the record case information through the live broadcast platform and registers and leaves the electricity on the live broadcast platform X on line, the client a leaves the registration information again in the record case after arriving at the record case, the resource information distribution module searches the registration data of each platform based on the registration information of the record case, and finally matches and binds the registration information of the record case with the registration data of the live broadcast platform X. The primary distribution channel to which the client A belongs is the live broadcast platform X. And if the platform registration data is reserved on the X live broadcast platform, the Y small program and the Z software of the client A, the X live broadcast platform, the Y small program and the Z software are all used as primary distribution channels to which the client A belongs. According to the scheme, the possible channels to which the customers belong can be quickly determined through distribution strategy setting.

The business-setting statistic subsystem is used for collecting the client business-setting information and generating a business-setting list according to the client business-setting information. The industry-setting statistical subsystem comprises a research processing module, a subscription processing module, a signing processing module and a statistical module. The client business placement information is basic research data, basic purchase data and contract associated data which are described below.

And the chip recognizing and processing module is used for linking the SAP system, collecting basic chip recognizing data, performing secondary processing on the basic chip recognizing data and generating a chip recognizing order. Specifically, when the customer has an intention to buy the house, the customer is arranged to make a cash-out (i.e., the customer is made to indicate his or her desire to buy the house and is arranged to pay a cash-out). In this process, the generated basic certification data is recorded by the SAP system (in this embodiment, the SAP system refers to a conventional enterprise digital management system). When the SAP system records the basic research data, the research processing module can automatically link with the SAP system, and open the pushing interface to collect and receive the basic research data recorded by the SAP system. And performing secondary processing to generate a research result and store the research result. In this embodiment, the research sheet is a simplified representation of research data based on the research data, and the simplified representation includes a customer name, a contact address, identity card information, payment account information, and the like.

And the subscription processing module is used for linking the SAP system, acquiring basic subscription data, performing secondary processing on the basic subscription data and generating a subscription order. Specifically, after completing the purchase, the customer is arranged to enter into the purchase stage (i.e. the customer is arranged to select the house for purchase and arrange to make a purchase book or related contract). In this process, the basic subscription data generated is also recorded by the SAP system. When the SAP system records the basic subscription data, the subscription processing module can automatically link with the SAP system, and open a push interface to collect and receive the basic subscription data recorded by the SAP system. And performing secondary processing to generate and store the purchase order. In this embodiment, the subscription order is a simplified representation of the basic subscription data, and includes house source information, house buyer information, and the like.

The contract signing processing module is used for linking the SAP system and the real estate registration center, collecting contract associated data, performing secondary processing on the contract associated data and generating a delivery bill. Specifically, after the customer completes the subscription, the customer is arranged to enter the contract-signing stage (i.e., signing of house-related contracts such as house-buying contracts, loan contracts, etc.). In this process, the generated contract association data is also recorded by the SAP system. At the same time, after the house-buying contract is settled, the real estate registration center also updates the information on the property right of the house. The contract signing processing module is automatically linked with the SAP system to acquire contract associated data and synchronously acquire related property information of the real estate registration center as the contract associated data; and after the collection of the contract associated data is finished, performing secondary processing on the contract associated data to generate a transaction order and storing the transaction order. In this embodiment, the transaction sheet is a simplified representation of contract-related data, and includes house purchase amount, contractor information, and the like.

The secondary treatment process comprises the following steps: and extracting respective key parameter values from the basic underwriting data, the basic underwriting data or the contract associated data and storing the key parameter values. By the arrangement, the information contained in the deal list is the key information, so that the storage space is saved, and the information effectiveness is high. Key parameter values corresponding to the basic research data comprise pre-purchase house source information, customer names, contact ways, identity card information, payment account information and the like; the key parameter values corresponding to the basic subscription data comprise house source information, house buyer information, customer name, contact information, identity card information, payment account information and the like. The key parameter values corresponding to the contract associated data comprise house purchasing money, contractor information, house purchasing category and the like. The house purchasing categories include a full-money house purchasing client category, a loan house purchasing client category and a public deposit house purchasing client category. Under the category of the client purchasing the house in the whole style, the contract associated data comprises a client identity card original and a copy, a home page and a personal page original copy of the client, marriage certificates or single body certificates of couples and partners and the like; under the client category of the loan purchasing room, additionally adding repayment bank card information, personal income certification, payroll card stream and the like to the contract associated data; under the category of clients purchasing the house amount of the public accumulation fund, the data associated with the contract additionally comprises relevant data such as an original copy of a cash deposit certificate of the public accumulation fund, an original copy of a contract of the house purchasing and an invoice for initial payment of the house purchasing, the above materials of a spouse, a copy of a marriage certificate, a copy of a house sale license, a copy of a land use certificate and the like.

In addition, in this embodiment, basic information of a job placement consultant who is in charge of a pre-profit approval process, a subscription process, and a contract signing process for each client is additionally stored as one of key parameter values, and is additionally annotated in a job placement form. By the arrangement, the information of statistical management is more comprehensive, the transaction process can be followed in a targeted manner, and enterprises can accurately arrange issuance of commissions of the employment consultants.

The statistical module is used for counting to obtain a business placement analysis index based on the research information, the purchase recognition information and the transaction information and forming an index analysis report; the employment analysis indexes comprise money amount, signing conversion rate and channel conversion rate. The statistical module can perform statistical analysis on the data generated by the whole transaction process, and the obtained analysis result can provide reliable data reference for decision adjustment of subsequent enterprises.

And the channel identification module is used for identifying the effective channel to which the customer belongs according to the identification strategy according to the primary distribution result and the industry placing sheet (the industry placing sheet comprises an identification sheet, a purchase order and a signing sheet). The identification strategy comprises the following steps: intelligently setting a protection period for the customer flow of each channel based on the initial distribution result; in the protection period, the channels of the customers are kept locked; and determining customer information according to the placement order, determining a channel corresponding to the customer information according to the customer information, and setting a time axis in combination with a protection period when the number of channels is more than 1 to determine the channel corresponding to the customer. Specifically, when a time axis is set in combination with a protection period, a deal time is extracted from a business form and marked on the protection period setting time axis, and a channel protection period to which the deal time belongs is determined, wherein a channel corresponding to the channel protection period is an effective channel.

Specifically, in this embodiment, the protection period is intelligently set to 30 days, the protection period is mainly set for the visiting scenario client, the client resource of a certain visiting scenario client belongs to a single channel and the attribution time of the employment advisor equipped in the channel, and during the attribution time, the other employment advisors and channels default to invalid for the provision of the client resource (i.e. the affiliated channel corresponding to the client remains locked). The initial date of the protection period calculation is based on the visit date of the client. The trade orders submitted in the protection period are correspondingly judged as the performance of the channel and the employment consultant corresponding to the protection period.

The identifying strategy further comprises: and setting a time axis in combination with the protection period, and tracing the channels to which the clients belong according to historical interactive information when determining the channels to which the clients correspond, wherein the historical interactive information is online interactive records of the employment consultants and the clients. In this embodiment, the historical interactive information is mainly online communication information in the enterprise WeChat, and the historical interactive information is acquired from the enterprise WeChat by the channel identifying module. In the enterprise WeChat, the online interaction information is called and stored as a session archive according to the storage rule. The storage rule is based on basic information of the business consultant, the client and the case (such as name of the business consultant, address of the case, name of the client and the like), and all the same sessions of the three basic points are filed as one session. By archiving session time and session content for the session, it can be determined that the client and the treating advisor are engaged. By the arrangement, the accuracy of confirming effective channels can be further confirmed by utilizing online interactive information, and the accuracy of tracking the whole process is ensured.

The customer full-process tracking management system provided by the embodiment can track the movement of a customer in a full process from the moment when the customer leaves a mark on an online platform, and collect and manage relevant data information generated in the full process of 'leaving a mark on the customer online-visiting a case, identifying a plan, purchasing and signing a contract'; the system can more comprehensively control the trend of the client, intelligently and comprehensively manage the whole business setting process of the client, is beneficial to improving the efficiency of client management of an enterprise, helps the enterprise to perform accurate and efficient client tracing, and provides data reference for enterprise decision making.

Example two:

a customer full-process tracking management system is additionally provided with a commission allocation module on the basis of the first embodiment.

The commission allocation module is further configured to allocate a deployment commission for the deployment advisor intelligence and a channel commission for the active channel according to the active channel. Specifically, the commission allocation module prestores commission allocation rules, and the commission allocation rules can be set by enterprises through the commission allocation module, specifically, commission extraction rates and allocation rules under different conditions are set in the commission allocation rules, including: commission increase rate and allocation rules under full-flow single advisor conditions, commission increase rate and allocation rules under full-flow multi advisor conditions. Specifically, the commission allocation module firstly confirms the employment consultant corresponding to each stage in the whole transaction process according to the employment order and the effective channel, and then intelligently allocates the employment commission for the employment consultant according to commission allocation rules and the effective channel.

Compared with the first embodiment, the customer full-process tracking management system provided by the embodiment can further realize intelligent settlement and distribution of commissions and channel funds, is beneficial to improving the efficiency and accuracy of the enterprise in determining the commissions and the channel funds, and assists the enterprise in making decisions.

The foregoing is merely an example of the present invention, and common general knowledge in the field of known specific structures and characteristics is not described herein in any greater extent than that known in the art at the filing date or prior to the priority date of the application, so that those skilled in the art can now appreciate that all of the above-described techniques in this field and have the ability to apply routine experimentation before this date can be combined with one or more of the present teachings to complete and implement the present invention, and that certain typical known structures or known methods do not pose any impediments to the implementation of the present invention by those skilled in the art. It should be noted that, for those skilled in the art, without departing from the structure of the present invention, several changes and modifications can be made, which should also be regarded as the protection scope of the present invention, and these will not affect the effect of the implementation of the present invention and the practicability of the patent.

Claims

1. A customer full-flow tracking management system is characterized by comprising an information collection module, a resource information distribution module, a business placement statistics subsystem and a channel identification module;

the information collection module is used for collecting basic data; the basic data comprises client visit data, platform registration data and client basic information; the resource information distribution module is used for comprehensively analyzing the basic data, distributing the customer flow to the corresponding channel according to the distribution strategy and obtaining an initial distribution result; the system comprises a client business-setting statistic subsystem and a business-setting statistic subsystem, wherein the business-setting statistic subsystem is used for acquiring client business-setting information and generating a business-setting list according to the client business-setting information; and the channel identification module is used for identifying the effective channel to which the customer belongs according to the initial distribution result and the placement list and the identification strategy.

2. The customer full flow tracking management system according to claim 1, wherein the policy identification comprises: intelligently setting a protection period for the customer flow of each channel based on the initial distribution result; in the protection period, the channels of the customers are kept locked; and determining customer information according to the placement order, determining a channel corresponding to the customer information according to the customer information, and setting a time axis in combination with a protection period when the number of channels is more than 1 to determine the channel corresponding to the customer.

3. The customer full flow tracking management system according to claim 2, wherein said policy identification further comprises: and setting a time axis in combination with the protection period, and tracing the channels to which the clients belong according to historical interactive information when determining the channels to which the clients correspond, wherein the historical interactive information is an online interactive record of the employment consultant and the clients.

4. The system for customer full-flow tracking management according to claim 1, wherein the allocation policy comprises: matching with platform registration data on the basis of the customer visiting data, and if the matching is successful, taking a platform to which the platform registration data belongs as a primary distribution channel to which the customer belongs; and if the matching is unsuccessful, taking the case to which the visit data of the client belongs as a primary distribution channel to which the client belongs.

5. The customer full-flow tracking management system according to claim 1, wherein the employment statistics subsystem comprises a procurement processing module and an underwriting processing module; the chip approving processing module is used for linking the SAP system, collecting basic chip approving data, carrying out secondary processing on the basic chip approving data and generating a chip approving sheet; and the subscription processing module is used for linking the SAP system, acquiring basic subscription data, performing secondary processing on the basic subscription data and generating a subscription order.

6. The customer full-process tracking management system according to claim 5, wherein the job-placement statistics subsystem further comprises a subscription processing module; the contract signing processing module is used for linking the SAP system and the real estate registration center, collecting contract associated data, performing secondary processing on the contract associated data and generating a delivery bill.

7. The customer full-process tracking management system according to claim 6, wherein the job-placement statistics subsystem further comprises a statistics module; the statistical module is used for counting to obtain a business placement analysis index based on the research information, the purchase recognition information and the transaction information and forming an index analysis report; the employment analysis indexes comprise money amount, signing conversion rate and channel conversion rate.

8. The customer full flow tracking management system according to claim 6, wherein the secondary processing procedure comprises: and extracting respective key parameter values from the basic research data, the basic subscription data or the contract associated data and storing the key parameter values.

9. The customer full-flow tracking management system according to claim 1, further comprising a commission allocation module; the commission allocation module is further configured to allocate a employment commission for the intelligent employment advisor according to the available channels.