CN101526899A - CRM learning guidance system - Google Patents

CRM learning guidance system Download PDF

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Publication number
CN101526899A
CN101526899A CN200910106737A CN200910106737A CN101526899A CN 101526899 A CN101526899 A CN 101526899A CN 200910106737 A CN200910106737 A CN 200910106737A CN 200910106737 A CN200910106737 A CN 200910106737A CN 101526899 A CN101526899 A CN 101526899A
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China
Prior art keywords
knowledge
learning
crm
knowledge base
guidance system
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Pending
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CN200910106737A
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Chinese (zh)
Inventor
张亚强
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SHENZHEN CITY SIKAOZHE TECHNOLOGY Co Ltd
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SHENZHEN CITY SIKAOZHE TECHNOLOGY Co Ltd
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Priority to CN200910106737A priority Critical patent/CN101526899A/en
Publication of CN101526899A publication Critical patent/CN101526899A/en
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Abstract

The invention discloses a CRM learning guidance system, comprising a knowledge table for storing the basic information of knowledge points corresponding to the learning objects on the CRM interface; a knowledge base for storing the detailed information of knowledge points corresponding to the learning objects on the CRM interface, wherein the basic information in the knowledge table is associated with the detailed information in the knowledge base; a knowledge table calling unit for displaying the basic information of knowledge points corresponding to the learning objects in the knowledge table on the CRM interface in the form of knowledge card; and a knowledge base calling unit for calling the detailed information in the knowledge base corresponding to the basic information in the knowledge table according to the association of the knowledge base and knowledge table. The invention is capable of not only causing users to learn the operations and functions of CRM software rapidly but also extending learning and understanding of various professional knowledge in marketing field, and is practical for the novices and professionals.

Description

CRM learning guidance system
Technical field
The present invention relates to the customer relation management field, relate in particular to a kind of CRM learning guidance system.
Background technology
Along with the universal day by day of machineization calculated in office automation and information management, the demand of customer relation management class software is also more and more general, and present customer relation management class software generally can face two problems in application popularization:
1。General customer relation management class software requires the management mode and the software flow of company to adapt when using, this just certainly will cause a lot of companies need adjust company management's pattern in the early stage of application software, but a lot of companies are in the understanding of managerial knowledge and be not to take much count of or do not instruct and how to go study in study, and this just causes software because supporting not the catching up with and be difficult to popularize and effectively application of company management;
2。The characteristics determined of marketing domain the relevance of the application of customer relation management class software and practice very close, practice in the software is given guidance in study, and use has huge impetus to software, general management class software company when using need ask special training company or consultant firm on class, like this cost high and also can't be instant after having a class combine with putting into practice, this also causes software to be difficult to popularize.
General management software is to use as a kind of instrument purely, just which relates to does not need to learn in software application at all, and in software application, can't combine closely with practice, accomplish promptly to learn promptly to use, when using software, can learn relevant knowledge simultaneously, reach software application and excite study, the effect that use is facilitated in study.
Summary of the invention
Technical matters to be solved by this invention is: a kind of CRM learning guidance system is provided, the bootable user of this system learns application client relation management class software fast, make first user not need to train operation and the function that also can grasp software fast, both convenient and swift, saved training cost again, the informationization of customer relation management has been played the effect of quick promotion.
For solving the problems of the technologies described above, the present invention adopts following technical scheme:
CRM learning guidance system, this system includes:
The knowledge table is used to store the essential information of the knowledge point of the learning object correspondence on the customer relation management interface;
Knowledge base is used to store the details of the knowledge point of the learning object correspondence on the customer relation management interface, and corresponding details are associated in the essential information in the described knowledge table and the described knowledge base;
Knowledge table call unit is used for the essential information of the knowledge point of learning object correspondence described in the knowledge table with the form of knowledge card in described customer relation management interface display;
The knowledge base call unit is used for calling described knowledge table with the details in the knowledge base of the essential information correspondence of knowledge card form demonstration according to the incidence relation of described knowledge base and knowledge table.
The invention has the beneficial effects as follows:
Embodiments of the invention are by embedding the customer relation management interface with knowledge table and the knowledge base related with the knowledge table with the form of knowledge card, thereby not only make the user can grasp the operation and the function of customer relation management class software fast, can also extend the various professional knowledges of study and understanding marketing domain, no matter to beginner or all very practical to senior professional.
The present invention is described in further detail below in conjunction with accompanying drawing.
Description of drawings
Fig. 1 is the composition structural drawing of an embodiment of CRM learning guidance system provided by the invention.
Fig. 2 is a kind of interface synoptic diagram of knowledge card among embodiment of CRM learning guidance system provided by the invention.
Embodiment
Please refer to Fig. 1, this figure is the composition structural drawing of an embodiment of CRM learning guidance system provided by the invention; As shown in the figure, present embodiment mainly includes:
Knowledge table 1 is used to store the essential information of the knowledge point of the learning object correspondence on the customer relation management interface 10;
Knowledge base 3 is used to store the details of the knowledge point of the learning object correspondence on the customer relation management interface 10, and corresponding details are associated in the essential information in the described knowledge table and the described knowledge base;
Knowledge table call unit 2 is used for the essential information of the knowledge point of learning object correspondence described in the knowledge table with the form of knowledge card in described customer relation management interface display;
Knowledge base call unit 4 is used for calling described knowledge table with the details in the knowledge base of the essential information correspondence of knowledge card form demonstration according to the incidence relation of described knowledge base and knowledge table.
During specific implementation, described knowledge base call unit 4 can specifically include:
Access authority verification module 41 is used to verify user's access rights;
Interaction calling module 42 links to each other with described access authority verification module 41, is used for not having under the condition of access rights the user, according to described reference numerals the explanatory memorandum of corresponding knowledge point in the knowledge base is read the interaction interface;
In detail study calling module 43 links to each other with described access authority verification module 41, is used for having under the condition of access rights the user, according to described reference numerals the detailed content of corresponding knowledge point in the knowledge base is read detailed study interface.
Knowledge base associative cell 44 links to each other with described knowledge base, is used for sending call request at the described interaction page to described detailed study calling module.
In addition, present embodiment also includes Help Center's database 5, its with described knowledge content in be associated with hyperlink form prompts displayed;
Help Center's call unit 6 is used for reading according to the prompting of described knowledge content the content of described Help Center.
During specific implementation, described learning object can comprise at least a in navigation feature module, statistical graph, action button and the field on the customer relation management interface 10, each learning object all carries the study icon, described study icon is used for after receiving user's click learning information, sends the information of calling the knowledge table to described knowledge table call unit 2.Wherein, customer relation management interface 10 is not that each field all has record in the knowledge table, if there is the knowledge point of this field correspondence in the knowledge table, then writes the title of this knowledge point in the attribute of this field, and carry the study icon after this field; Otherwise the knowledge point title content in the attribute of this field is empty, and the study icon is not carried in this field back.
With reference to figure 2, during specific implementation, knowledge table 1[mKnown] structure be: knowledge point title Known_Name, knowledge point contents Known_Define, knowledge point learn to link Known_Link in detail, respectively a, b, the c part in the knowledge card of corresponding diagram 2.It fails to match, " the no specified otherwise of displaying contents on the knowledge card when can not find the record identical with the knowledge point title in row Known_Name! "; When in row Known_Name, finding the record identical with the knowledge point title, the match is successful, the content that reads the Known_Define of this record is presented at the knowledge point contents part on the knowledge card, if and row Known_Link is meaningful, then the knowledge point on knowledge card is learnt in detail to link partly and is shown that in the hyperlink mode knowledge point if Known_Link does not have content in the knowledge card is learnt link portions in detail and is divided into sky.
With reference to figure 2, during specific implementation, knowledge table 1[mKnown] in can further comprise three partial contents among the row Known_Define: the defined declaration of knowledge point, use the benefit and the operation indicating that bring behind the knowledge point.Described operation indicating part is associated with Help Center's database, if there is the problem of this knowledge point in Help Center's database, then its address is write [Known_Define] with the Html language, and show in the hyperlink mode in the operation indicating part of described knowledge card.
Knowledge table 1[mKnown] in the row Known_Link information of filling in be the reference numerals of the detailed content of this knowledge point correspondence in the knowledge base 2.If the knowledge point in the knowledge table 1 does not have corresponding association knowledge point in knowledge base 2, then the Known_Link of this record classifies sky as in the mKnown table, and the knowledge point is learnt the link part in detail on the knowledge card of this knowledge point that shows in the customer relation management interface does not have hyperlink; If there is corresponding association knowledge point the knowledge point in the knowledge table 1 in knowledge base 2, then the content of filling in the Known_Link row of this record in the mKnown table is the reference numerals of this association knowledge point in the knowledge base 2, knowledge point in the knowledge card of this knowledge point at customer relation management interface is learnt the link part in detail and is shown with the hyperlink form, click the detailed study page that the back authorized user can directly be visited this knowledge point, unauthorized user can be visited the interactive learning page of this knowledge point.
During specific implementation, problem in the described Help Center database 5 all is stored in Help Center's table [SiteInfo], the problem title exists in the siteTitle row, the answer text of problem exists in the siteContent row, the related question of problem is stored in Help Center's contingency table [TSysRecordRelation], the Id of current problem deposits in the source foreign key value SourceKey row, the Id of related question deposits in the target foreign key value DestKey row, and the title of related question is deposited in the target record title DestTitle row.Help Center's call unit 6 reads the content of the problem page as problem with the content of siteTitle row in [SiteInfo] table and siteContent row, simultaneously, SourceKey=' current problem Id ' in [TSysRecordRelation] table is screened, the DestTitle of every record of The selection result is listed as related question in the problem page, enumerates out.
During specific implementation, each knowledge point all can be read two pages by knowledge base call unit 4 in the knowledge base 3: the interaction page, learn the page in detail.Be provided with knowledge point table [Knownledge] during knowledge base has, comprised: knowledge point numbering KnowledgeId, title Topic, classification numbering KindCode, explanatory memorandum Summary, content Content, clicks HitCount, reference numerals refNo with following message.Wherein the data of Summary row and HitCount row are read in the knowledge brief introduction of the knowledge point interaction page, the content of Content row is read the knowledge point and learns in detail in the knowledge explanation of the page, the reference numerals of refNo row stored knowledge point, this reference numerals is by knowledge table 1[mKnown] in the knowledge point learn link column Known_Link in detail and quote, realize related between knowledge table and the knowledge base.
In addition, also be provided with knowledge base incidence relation table [KnowledgeRelation] in the present embodiment, list structure is: record number RelationId, knowledge point numbering DestId, associated record table name SourceTable, associated record numbering SourceId; The contingency table of each knowledge point has: issue table [myAsk], comment table [Blog_Comment], case table [SysCase], books table [SysSaleBooks], curriculum activity table [Curriculum], salon's hotlist [Sharon], upload file table [UploadFile] or the like.
According to the data recording in [KnowledgeRelation] table, described interaction call unit 42 can read related question in the interaction page of each knowledge point by DestId value and SourceTable=' myAsk ', read the review information in the interaction page of each knowledge point by DestId value and SourceTable=' Blog_Comment ', learn call unit 43 in detail and then can read application case in the detailed study page of each knowledge point by DestId value and SourceTable=' SysCase ', read the relevant books in the detailed study page of each knowledge point by DestId value and SourceTable=' SysSaleBooks ', read the associated documents in the detailed study page of each knowledge point by DestId value and SourceTable=' UploadFile ', read the correlated curriculum in the detailed study page of each knowledge point by DestId value and SourceTable=' Curriculum ', read the relevant salon in the detailed study page of each knowledge point by DestId value and SourceTable=' Sharon ', and when not having SourceTable=' Curriculum '/SourceTable=' Sharon ' to write down in [KnowledgeRelation] table, the correlated curriculum in the detailed study page of knowledge point/hiding of relevant salon part not showing.
The present invention is except the operation and function of bootable user learning customer relation management class software, and no matter the various professional knowledges that can also guide the user to extend study and understanding marketing domain are to beginner or all very practical to senior professional.
The above is a preferred implementation of the present invention; should be pointed out that for those skilled in the art, under the prerequisite that does not break away from the principle of the invention; can also make some improvements and modifications, these improvements and modifications also are considered as protection scope of the present invention.

Claims (7)

1, a kind of CRM learning guidance system is characterized in that, this system includes:
The knowledge table is used to store the essential information of the knowledge point of the learning object correspondence on the customer relation management interface;
Knowledge base is used to store the details of the knowledge point of the learning object correspondence on the customer relation management interface, and corresponding details are associated in the essential information in the described knowledge table and the described knowledge base;
Knowledge table call unit is used for the essential information of the knowledge point of learning object correspondence described in the knowledge table with the form of knowledge card in described customer relation management interface display;
The knowledge base call unit is used for calling described knowledge table with the details in the knowledge base of the essential information correspondence of knowledge card form demonstration according to the incidence relation of described knowledge base and knowledge table.
2, CRM learning guidance system as claimed in claim 1, it is characterized in that, described knowledge card is the html language format, and the details of knowledge point carry reference numerals in the described knowledge base, and described reference numerals is embedded in the described knowledge card with the form of hyperlink.
3, CRM learning guidance system as claimed in claim 2 is characterized in that, described knowledge base call unit specifically includes:
The access authority verification module is used to verify user's access rights;
The interaction calling module links to each other with described access authority verification module, is used for not having under the condition of access rights the user, according to described reference numerals the explanatory memorandum of corresponding knowledge point in the knowledge base is read the interaction interface;
In detail the study calling module links to each other with described access authority verification module, is used for having under the condition of access rights the user, according to described reference numerals the detailed content of corresponding knowledge point in the knowledge base is read detailed study interface.
4, CRM learning as claimed in claim 3 system is characterized in that described knowledge base call unit also includes:
The knowledge base associative cell links to each other with described knowledge base, is used for sending call request at the described interaction page to described detailed study calling module.
5, CRM learning guidance system as claimed in claim 2 is characterized in that, this system also includes:
Be associated with hyperlink form prompts displayed in the Help Center's database, described Help Center and described knowledge content;
Help Center's call unit is used for reading according to the prompting of described knowledge content the content of described Help Center.
6, CRM learning guidance system as claimed in claim 1, it is characterized in that, described learning object carries the study icon, and described study icon is used for after receiving user's click learning information, sends the information of calling the knowledge table to described knowledge table call unit.
7, CRM learning guidance system as claimed in claim 1 is characterized in that, described learning object includes at least a in navigation feature module, statistical graph, action button and the field.
CN200910106737A 2009-04-20 2009-04-20 CRM learning guidance system Pending CN101526899A (en)

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CN200910106737A CN101526899A (en) 2009-04-20 2009-04-20 CRM learning guidance system

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Application Number Priority Date Filing Date Title
CN200910106737A CN101526899A (en) 2009-04-20 2009-04-20 CRM learning guidance system

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Cited By (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN103425490A (en) * 2013-07-19 2013-12-04 福建富士通信息软件有限公司 Management method based on running object data in CRM system
CN105989088A (en) * 2015-02-12 2016-10-05 马正方 Learning device under digital environment
CN108874915A (en) * 2018-05-30 2018-11-23 苏州思必驰信息科技有限公司 Method of Knowledge Organization, system, electronic equipment and storage medium

Cited By (5)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN103425490A (en) * 2013-07-19 2013-12-04 福建富士通信息软件有限公司 Management method based on running object data in CRM system
CN103425490B (en) * 2013-07-19 2016-04-20 福建富士通信息软件有限公司 Based on the management method running object data in crm system
CN105989088A (en) * 2015-02-12 2016-10-05 马正方 Learning device under digital environment
CN105989088B (en) * 2015-02-12 2019-05-14 马正方 Learning device under digitized environment
CN108874915A (en) * 2018-05-30 2018-11-23 苏州思必驰信息科技有限公司 Method of Knowledge Organization, system, electronic equipment and storage medium

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Application publication date: 20090909