CN110263288A - Client management system and method - Google Patents
Client management system and method Download PDFInfo
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- CN110263288A CN110263288A CN201910557863.1A CN201910557863A CN110263288A CN 110263288 A CN110263288 A CN 110263288A CN 201910557863 A CN201910557863 A CN 201910557863A CN 110263288 A CN110263288 A CN 110263288A
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- 238000007726 management method Methods 0.000 claims abstract description 74
- 238000013523 data management Methods 0.000 claims description 12
- 239000000284 extract Substances 0.000 claims description 4
- 238000012550 audit Methods 0.000 abstract 1
- 230000006872 improvement Effects 0.000 description 9
- 230000006870 function Effects 0.000 description 2
- 230000000739 chaotic effect Effects 0.000 description 1
- 238000010276 construction Methods 0.000 description 1
- 238000010586 diagram Methods 0.000 description 1
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- 230000000644 propagated effect Effects 0.000 description 1
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/90—Details of database functions independent of the retrieved data types
- G06F16/95—Retrieval from the web
- G06F16/953—Querying, e.g. by the use of web search engines
- G06F16/9536—Search customisation based on social or collaborative filtering
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/90—Details of database functions independent of the retrieved data types
- G06F16/95—Retrieval from the web
- G06F16/958—Organisation or management of web site content, e.g. publishing, maintaining pages or automatic linking
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q50/00—Information and communication technology [ICT] specially adapted for implementation of business processes of specific business sectors, e.g. utilities or tourism
- G06Q50/01—Social networking
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Abstract
The invention discloses a kind of client management system and its management methods, and the system comprises client information management module, customer type division module, client's distribution module, client's creation modules；Client's essential information includes at least client's QQ number code, unique identification of the client's QQ number code as client identity；The input terminal of client's creation module is connected with the commercial end, the output end of client's creation module is connected with the input terminal of the Subscriber Information Module, and the output end of the Subscriber Information Module is connected with the input terminal of the input terminal of the customer type division module and client's distribution module respectively；The present invention can solve the problem of unified acquisition of customer information in business system, editor, audit, administrative analysis, and network operator effectively can manage multiple clients simultaneously, realizes efficiently managing step by step between more clients, improves the efficiency of business system operation.
Description
Technical field
The present invention relates to data processing and management domain, in particular to a kind of client management system and method.
Background technique
Various types of wechat public accounts are already close to saturation at this stage, and the interested content difference of different people is very
Greatly, the wechat public platform type focusing vertically segmented becomes apparent from, and user's viscosity is higher, and marketing opportunities are bigger.It is different by establishing
The wechat public platform of positioning is propagated using content and interacts the different classes of crowd of attraction with planning, done propaganda to wechat public platform
And marketing, the popularity, reputation and loyalty of brand names can be enhanced, and then be converted into the potential consumption of brand names
Person.In addition, wechat region number and vertical number hatching and operation then can deeply push the construction of internet information, preferably
Serve the building of enterprise's whole marketing.
Traditional client management system comes perfect generally by phone, mail or self-ordained OA system, does not have
There is mode standard, it has not been convenient to which sales-force management, also inconvenient marketing personnel understand marketing information.Also there is patent to disclose at present
Movable memory client management system after being connect by movable storage device with computer system, monitors module and monitors the computer
The caller client number that system receives, and transfer to enquiry module to inquire in database the number, the then enquiry module
It transfers to display module to show the customer details corresponding to the number inquired, can guarantee the side that customer data uses
Just and it is safe.But the client management system of the technical solution is still not perfect sales force's standard management, lacks necessary industry
Achievement and order form mode management, stronger for the limitation in space, the grade of management is also more chaotic.
Summary of the invention
In order to solve problems in the prior art, the embodiment of the present invention specifically discloses a kind of client management system, the system
System includes client information management module, customer type division module, client's distribution module, client's creation module；
Client's creation module, for commercial end acquisition and creation client's essential information, client's essential information is extremely
It less include client's QQ number code, unique identification of the client's QQ number code as client identity；
The client information management module, for managing and storing client's essential information；
The customer type division module carries out customer data management, the customer data management for access server
It is according to the type of client that client is different with merging including verify and extract customer type attribute to customer information
Group；
Client's distribution module, the group for being further configured to client under different rights management；
The input terminal of client's creation module is connected with the commercial end, the output end of client's creation module and institute
State Subscriber Information Module input terminal be connected, the output end of the Subscriber Information Module respectively with the customer type division module
Input terminal be connected with the input terminal of client's distribution module；
Each module of system is connect with server, and the server is connect by data line with PC machine, by network and
Database connection.
As the further improvement of embodiment of the present invention, the customer information further includes client identity, customer name, visitor
Family company, client's pet name, customer type, connection phone number, client's WeChat ID, remark information.
As the further improvement of embodiment of the present invention, the client management system further include:
Customer statement main information module, for managing clearing principal name, duty paragraph, bank of deposit, Bank Account Number, main body institute
Ground, better address, person liable, telephone number information；
Client posts information module, for managing addressee, telephone number, area, better address, the information of postcode；
Client's contract information module, for management contract title, contract number, clearing main body, validity period, contract appendix letter
Breath；
The output end of the customer statement main information module, the output end of client mailing information module and the visitor
The output end of family contract information module is connected with the input terminal of the client information management module respectively.
As the further improvement of embodiment of the present invention, the client management system further includes display module, for showing
Show client's essential information；The input terminal of the display module is connected with the output end of the client information management module.
As the further improvement of embodiment of the present invention, the client information management module further includes that corresponding relationship is established
Submodule, for establishing client's essential information, customer statement main information, client post information, between client's contract information
Corresponding relationship.
On the other hand, the embodiment of the invention discloses a kind of client management methods, and the method is for dividing customer type
With carry out client's distribution, specifically includes the following steps:
S1, commercial end acquisition and creation client's essential information；Client's essential information includes at least client's QQ number code, institute
State unique identification of client's QQ number code as client identity；
S2, access server carry out customer data management, and the customer data management includes verifying to customer information,
And customer type attribute is extracted, determine the type of client；
S3, client is matched by the different group of merging according to the type of client；
S4, the group being further configured to client under different rights management.
As the further improvement of embodiment of the present invention, the customer information further includes client identity, customer name, visitor
Family company, client's pet name, customer type, connection phone number, client's WeChat ID, remark information.
As the further improvement of embodiment of the present invention, the client management method further include:
S5, managing customer settle accounts main information, including customer statement principal name, duty paragraph, bank of deposit, Bank Account Number, master
The information such as body location, better address, person liable, telephone number；
S6, managing customer post the information such as information, including management addressee, telephone number, area, better address, postcode；
S7, managing customer contract information, including management contract title, contract number, clearing main body, validity period, contract are attached
Part information.
As the further improvement of embodiment of the present invention, the client management method further include by client's essential information,
Customer statement main information, client post information, client's contract information is shown on display terminal.
As the further improvement of embodiment of the present invention, the client management method further includes establishing client to believe substantially
Breath, customer statement main information, client post the corresponding relationship between information, client's contract information.
The invention has the following advantages: the present invention can solve, client in business system is unified to collect, editor, examines
The problem of core, administrative analysis, network operator effectively can manage multiple clients simultaneously, realize efficiently managing step by step between more clients
Reason, improves the efficiency of business system operation.
Detailed description of the invention
To describe the technical solutions in the embodiments of the present invention more clearly, make required in being described below to embodiment
Attached drawing is briefly described, it should be apparent that, drawings in the following description are only some embodiments of the invention, for
For those of ordinary skill in the art, without creative efforts, it can also be obtained according to these attached drawings other
Attached drawing.
Fig. 1 is a kind of client management method flow chart provided in an embodiment of the present invention；
Fig. 2 is a kind of client management system structural schematic diagram provided in an embodiment of the present invention.
Specific embodiment
To make the object, technical solutions and advantages of the present invention clearer, below in conjunction with attached in the embodiment of the present invention
Figure, technical scheme in the embodiment of the invention is clearly and completely described, it is clear that described embodiment is only this
Invention a part of the embodiment, instead of all the embodiments.Based on the embodiments of the present invention, those of ordinary skill in the art exist
Every other embodiment obtained under the premise of creative work is not made, shall fall within the protection scope of the present invention.
Embodiment 1
The embodiment of the invention discloses a kind of client management systems, including client information management module 2, customer type to divide
Module 3, client's distribution module 4, client's creation module 1；
Wherein, client's creation module 1, for commercial end acquisition and creation client's essential information, client's essential information is at least
Including client's QQ number code, unique identification of client's QQ number code as client identity；Customer information further includes client identity, client's surname
Name, client company, client's pet name, customer type, connection phone number, client's WeChat ID, remark information.
Client information management module 2, for managing and storing client's essential information；
Customer type division module 3 carries out customer data management for access server, and customer data management includes to visitor
Family information verify and extract to customer type attribute, according to the type of the client group that client is different with merging；
Client's distribution module 4, the group for being further configured to client under different rights management, such as first group, the
Two groups, third group ... can also by functionality be grouped, sale group, service groups, logistics group, logistics group ...
The input terminal of client's creation module 1 is connected with commercial end, the output end and Subscriber Information Module of client's creation module 1
2 input terminal is connected, the output end of Subscriber Information Module respectively with the input terminal of the customer type division module and the visitor
The input terminal of family distribution module is connected；
Customer statement main information module 5, for managing clearing principal name, duty paragraph, bank of deposit, Bank Account Number, main body
Location, better address, person liable, telephone number information；
Client posts information module 6, for managing addressee, telephone number, area, better address, the information of postcode；
Client's contract information module 7, for management contract title, contract number, clearing main body, validity period, contract appendix
Information；
The output end of customer statement main information module 5, client post the output end 6 and client's contract information of information module
The output end of module 7 is connected with the input terminal of client information management module 2 respectively.
Display module 8, for showing client's essential information；The input terminal of display module 8 and client information management module 2
Output end is connected.
Client information management module 2 further includes corresponding relationship setting up submodule 21, for establishing client's essential information, client
Clearing main information, client post the corresponding relationship between information, client's contract information.
Each module of system is connect with server, and the server is connect by data line with PC machine, passes through network and data
Library connection.
Embodiment 2
The embodiment of the invention discloses a kind of client management method, the method is for dividing customer type and carrying out client
Distribution, specifically includes the following steps:
S1, commercial end acquisition and creation client's essential information；Client's essential information includes client's QQ number code, Ke Hushen
Part, customer name, client company, client's pet name, customer type, connection phone number, client's WeChat ID, remark information；Client
Unique identification of the QQ number code as client identity；
S2, access server carry out customer data management, and the customer data management includes verifying to customer information,
And customer type attribute is extracted, determine the type of client；
S3, client is matched by the different group of merging according to the type of client；
S4, the group being further configured to client under different rights management；
S5, managing customer settle accounts main information, including customer statement principal name, duty paragraph, bank of deposit, Bank Account Number, master
The information such as body location, better address, person liable, telephone number；
S6, managing customer post the information such as information, including management addressee, telephone number, area, better address, postcode；
S7, managing customer contract information, including management contract title, contract number, clearing main body, validity period, contract are attached
Part information.
Further, the client management method further includes by client's essential information, customer statement main information, client's postal
Post a letter breath, client's contract information is shown on display terminal.
Further, client management method further includes establishing client's essential information, customer statement main information, client's mailing
Corresponding relationship between information, client's contract information.
The invention has the following advantages: the present invention can solve, client in business system is unified to collect, editor, examines
The problem of core, administrative analysis, network operator effectively can manage multiple clients simultaneously, realize efficiently managing step by step between more clients
Reason, improves the efficiency of business system operation.
All the above alternatives can form alternative embodiment of the invention using any combination, herein no longer
It repeats one by one.
It should be understood that a kind of client management system provided by the above embodiment is when executing client management method, only
The example of the division of the above functional modules, in practical application, can according to need and by above-mentioned function distribution by
Different functional modules is completed, i.e., the internal structure of system is divided into different functional modules, described above complete to complete
Portion or partial function.In addition, a kind of client management method provided by the above embodiment and system embodiment belong to same structure
Think, specific implementation process is detailed in embodiment of the method, and which is not described herein again.
Those of ordinary skill in the art will appreciate that realizing that all or part of the steps of above-described embodiment can pass through hardware
It completes, relevant hardware can also be instructed to complete by program, the program can store in a kind of computer-readable
In storage medium, storage medium mentioned above can be read-only memory, disk or CD etc..
The foregoing is merely presently preferred embodiments of the present invention, is not intended to limit the invention, it is all in spirit of the invention and
Within principle, any modification, equivalent replacement, improvement and so on be should all be included in the protection scope of the present invention.
Claims (10)
1. a kind of client management system, which is characterized in that the system comprises client information management module, customer types to divide mould
Block, client's distribution module, client's creation module；
Client's creation module is at least wrapped for commercial end acquisition and creation client's essential information, client's essential information
Include client's QQ number code, unique identification of the client's QQ number code as client identity；
The client information management module, for managing and storing client's essential information；
The customer type division module carries out customer data management for access server, and the customer data management includes
Customer information verify and extract customer type attribute, according to the type of the client group that client is different with merging
Group；
Client's distribution module, the group for being further configured to client under different rights management；
The input terminal of client's creation module is connected with commercial end, and the output end of client's creation module and the client believe
The input terminal for ceasing module is connected, the output end of the Subscriber Information Module input terminal with the customer type division module respectively
It is connected with the input terminal of client's distribution module；
Each module of system is connect with server, and the server is connect by data line with PC machine, passes through network and data
Library connection.
2. client management system according to claim 1, which is characterized in that the customer information further include client identity,
Customer name, client company, client's pet name, customer type, connection phone number, client's WeChat ID, remark information.
3. client management system according to claim 1, which is characterized in that the client management system further include:
Customer statement main information module, for managing clearing principal name, duty paragraph, bank of deposit, Bank Account Number, main body place
Ground, better address, person liable, telephone number information；
Client posts information module, for managing addressee, telephone number, area, better address, the information of postcode；
Client's contract information module, for management contract title, contract number, clearing main body, validity period, contract appendix information；
The output end of the customer statement main information module, the client post the output end of information module and the client closes
Output end with information module is connected with the input terminal of the client information management module respectively.
4. client management system according to claim 1, which is characterized in that the client management system further includes display mould
Block, for showing client's essential information；The output end phase of the input terminal of the display module and the client information management module
Even.
5. client management system according to claim 1, which is characterized in that the client information management module further includes pair
It should be related to setting up submodule, for establishing client's essential information, customer statement main information, client mailing information, client's contract
Corresponding relationship between information.
6. a kind of client management method, which is characterized in that the method is for dividing customer type and carrying out client's distribution, specifically
The following steps are included:
S1, commercial end acquisition and creation client's essential information；Client's essential information includes at least client's QQ number code, the visitor
Unique identification of the family QQ number code as client identity；
S2, access server carry out customer data management, and the customer data management includes verifying to customer information, and right
Customer type attribute extracts, and determines the type of client；
S3, client is matched by the different group of merging according to the type of client；
S4, the group being further configured to client under different rights management.
7. client management system according to claim 6, which is characterized in that the customer information further include client identity,
Customer name, client company, client's pet name, customer type, connection phone number, client's WeChat ID, remark information.
8. client management system according to claim 6, which is characterized in that the client management method further include:
S5, managing customer settle accounts main information, including customer statement principal name, duty paragraph, bank of deposit, Bank Account Number, main body institute
In information such as ground, better address, person liable, telephone numbers；
S6, managing customer post the information such as information, including management addressee, telephone number, area, better address, postcode；
S7, managing customer contract information, including management contract title, contract number, clearing main body, validity period, contract appendix letter
Breath.
9. client management method according to claim 6, which is characterized in that the client management method further includes by client
Essential information, customer statement main information, client posts information, client's contract information is shown on display terminal.
10. client management system according to claim 6, which is characterized in that the client management method further includes establishing
Client's essential information, customer statement main information, client post the corresponding relationship between information, client's contract information.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201910557863.1A CN110263288A (en) | 2019-06-25 | 2019-06-25 | Client management system and method |
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| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201910557863.1A CN110263288A (en) | 2019-06-25 | 2019-06-25 | Client management system and method |
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| CN110263288A true CN110263288A (en) | 2019-09-20 |
Family
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| CN201910557863.1A Pending CN110263288A (en) | 2019-06-25 | 2019-06-25 | Client management system and method |
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Citations (4)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN101502093A (en) * | 2006-06-07 | 2009-08-05 | 第一数据公司 | System for maintaining regulatory compliance of communication point data |
| CN101777165A (en) * | 2009-01-14 | 2010-07-14 | 中国建设银行股份有限公司 | Customer management system and method |
| CN104240100A (en) * | 2014-09-27 | 2014-12-24 | 武钢集团昆明钢铁股份有限公司 | Management system and management method of sales contract |
| CN105243491A (en) * | 2015-10-12 | 2016-01-13 | 河南智业科技发展有限公司 | Client management system |
-
2019
- 2019-06-25 CN CN201910557863.1A patent/CN110263288A/en active Pending
Patent Citations (4)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN101502093A (en) * | 2006-06-07 | 2009-08-05 | 第一数据公司 | System for maintaining regulatory compliance of communication point data |
| CN101777165A (en) * | 2009-01-14 | 2010-07-14 | 中国建设银行股份有限公司 | Customer management system and method |
| CN104240100A (en) * | 2014-09-27 | 2014-12-24 | 武钢集团昆明钢铁股份有限公司 | Management system and management method of sales contract |
| CN105243491A (en) * | 2015-10-12 | 2016-01-13 | 河南智业科技发展有限公司 | Client management system |
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