CN106203816A - Enterprises shares the method and device of customer information - Google Patents
Enterprises shares the method and device of customer information Download PDFInfo
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- CN106203816A CN106203816A CN201610525260.XA CN201610525260A CN106203816A CN 106203816 A CN106203816 A CN 106203816A CN 201610525260 A CN201610525260 A CN 201610525260A CN 106203816 A CN106203816 A CN 106203816A
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Abstract
The present invention provides a kind of enterprises to share the method and device of customer information, and method therein includes, first, creates customer information and creates customer contact；Customer information includes main information, address information and the location information of client, and customer contact includes the essential information of customer contact；Then, build main information and generate identity with corresponding relation and the binding location information of business enterprice sector with customer contact with the corresponding relation of location information, location information with the corresponding relation of address information, address information；Create project at business enterprice sector, and select client for project；Division code according to business enterprice sector searches corresponding location information；The identity distributed according to the location information found obtains the essential information of corresponding customer contact；The information of project is sent to this customer contact by the essential information according to the customer contact obtained.Utilize the present invention can realize sharing of customer resources in enterprises.
Description
Technical field
The present invention relates to packing technique field, more specifically, relate to a kind of method that enterprises shares customer information
And device.
Background technology
In the system that enterprise and client interact, the management to customer contact is particularly important.But existing skill
Art has not been achievable the appropriate management to customer contact.At present, the customer resources of enterprises all departments does not circulates, each
Department can only obtain customer resources by the channel of oneself, and difference obtains new customer resources from other departments, is unfavorable for enterprise
The development of industry.Therefore, enterprise, as an entirety, needs to share customer resources between enterprises all departments as much as possible,
But prior art has not been achievable customer resources in interdepartmental sharing functionality.
Summary of the invention
In view of the above problems, it is an object of the invention to provide a kind of enterprises and share the method and device of customer information,
To solve the problem pointed by background technology.
The present invention provides a kind of method that enterprises shares customer information, including:
Information creating stage and information sharing stage；Wherein,
The information creating stage includes the establishment of customer information and the establishment of customer contact；Wherein,
The establishment of customer information includes:
Creating the location information of client, location information is at least one；
Division code based on business enterprice sector sets up the corresponding relation of location information and all departments of enterprise；
The establishment of customer contact includes:
Create the essential information of customer contact, and essential information is generated identity with location information binding；
Identity is distributed to essential information and location information；
In the information sharing stage, comprise the following steps:
Business enterprice sector creates project, and selectes client for project；
Division code according to business enterprice sector searches the location information of correspondence in corresponding relation；
The identity distributed according to the location information found obtains the essential information of corresponding customer contact；
The information of project is sent to this customer contact by the essential information according to the customer contact obtained.
The present invention also provides for a kind of enterprises and shares the device of customer information, including:
Location information creating unit, for creating the location information of client, location information is at least one；
First corresponding relation sets up unit, sets up location information and each portion of enterprise for division code based on business enterprice sector
The corresponding relation of door；
Essential information creating unit, for creating the essential information of customer contact；
Identity creating unit, for generating identity by essential information with the binding of described location information；
Identity allocation unit, for distributing to essential information and described location information by identity；
Establishment of item unit, for creating project for business enterprice sector, and selectes client for project；
Location information searches unit, for searching the place of correspondence in corresponding relation according to the division code of business enterprice sector
Information；
Essential information acquiring unit, obtains corresponding visitor for the identity distributed according to the location information found
The essential information of family contact person；
Project information transmitting element, for being sent to the information of project according to the essential information of the customer contact obtained
This customer contact.
The enterprises utilizing the present invention to provide shares the method and device of customer information, is joined with client by address information
It is the corresponding relation of people, it is achieved between all departments of enterprise, share same customer resources, and can be by the relevant letter to the project created
Breath is sent to all customer contacts relevant with this project.
In order to realize uploading and being correlated with purpose, one or more aspects of the present invention include will be explained in below and
The feature particularly pointed out in claim.Description below and accompanying drawing are described in detail some illustrative aspects of the present invention.
But, some modes in the various modes of the principle that only can use the present invention of these aspects instruction.Additionally, the present invention
It is intended to include all these aspect and their equivalent.
Accompanying drawing explanation
By with reference to below in conjunction with the explanation of accompanying drawing and the content of claims, and along with to the present invention more comprehensively
Understanding, other purpose of the present invention and result will be more apparent and should be readily appreciated that.In the accompanying drawings:
Fig. 1 is the schematic flow sheet that the enterprises according to the embodiment of the present invention shares the method for customer information；
Fig. 2 is the logical structure block diagram that the enterprises according to the embodiment of the present invention shares the device of customer information.
The most identical label indicates similar or corresponding feature or function.
Detailed description of the invention
In the following description, for purposes of illustration, in order to provide the comprehensive understanding to one or more embodiments, explain
Many details are stated.It may be evident, however, that these embodiments can also be realized in the case of not having these details.
In other example, for the ease of describing one or more embodiments, known structure and equipment illustrate in block form an.
Below with reference to accompanying drawing, the specific embodiment of the present invention is described in detail.
Fig. 1 shows that enterprises according to embodiments of the present invention shares the flow process of the method for customer information.
As it is shown in figure 1, the enterprises method of sharing customer information that the present invention provides, including: information creating stage and
The information sharing stage；Wherein, the information creating stage comprises the steps:
Step S100: create customer information and create customer contact.
Customer information includes main information, address information and the location information of client, and the present invention needs to create the main letter of client
Breath, address information, location information.
Main information represents the identity of client, is used for identifying that each client, main information include but not limited to the content in table 1:
Table 1
Address information is set up on the basis of main information, represents the true address of client, and a client can have multiple
Address, namely a main information can include multiple address information, and address information includes but not limited to the content in table 2:
Table 2
| Supplier's address ID |
| Tissue coding |
| Address name |
| Standby address one |
| Standby address two |
| Standby address three |
| Standby address four |
| City |
| Province |
| Country |
| Postcode |
| Telephone number |
| Area code |
| Fax number |
| Fax area code |
| Remarks |
| Founder numbers |
| Founder's name |
| The establishment time |
| More new person numbers |
| More new person's name |
| The renewal time |
Location information is set up on the basis of address information, i.e. adds location information in each address information, and place is believed
Breath is for setting up contacting between all departments of enterprise and each address of client, owing to an address of client can corresponding enterprise
Multiple departments, multiple addresses of client can also a department of corresponding enterprise, therefore, location information is at least one, place
Information includes but not limited to the content in table 3:
Table 3
Owing to the division code of each department of enterprise is unique, therefore, distinguished by the division code of business enterprice sector
Business enterprice sector with which address of client is associated.
Creating the actual essential information being to create customer contact of customer contact, the essential information of customer contact is used for
Embodying the contact method of contact person of each address of client, it is interior that the essential information of customer contact includes but not limited in table 4
Hold:
Table 4
| Contact person numbers |
| Name |
| English name |
| Mailbox |
| Mobile phone |
| Telephone number |
| Fax |
| Remarks |
| Founder numbers |
| Founder's name |
| The establishment time |
| More new person numbers |
| More new person's name |
| The renewal time |
| Whether disable |
Step S110: build main information and the corresponding relation of address information, the corresponding relation of address information and location information,
The corresponding relation of location information and business enterprice sector and binding location information and customer contact.
From Tables 1 and 2 disclosure it can be seen that two tables all comprise a common feature, i.e. organize coding, group
Knitting coding is the unique identity of client, therefore, builds the corresponding relation of main information and address information based on tissue coding, from
And the main information of a client is mapped with address information.
From table 2 and table 3 disclosure it can be seen that the common feature that two tables are comprised is customer address ID, visitor
Family address ID is also well-determined, therefore, builds the corresponding relation of address information and location information based on customer address ID.
Owing to the division code of business enterprice sector has uniqueness, therefore, division code based on business enterprice sector builds place
Information and the corresponding relation of business enterprice sector.
Binding location information and customer contact really bind customer contact on binding location information, i.e. in binding
The essential information of customer contact is bound on location information.The essential information of customer contact is tied up by the present invention by department's coding
It is scheduled on location information, an identity after binding success, can be generated, identity is distributed to location information and client's connection
It it is the essential information of people.The three unities information can be bound multiple customer contact.
By the main information and the corresponding relation of address information that build, the corresponding relation of address information and location information and
The corresponding relation of location information and business enterprice sector, can associate addresses different for client with each department of enterprise
Come, when department needs the address with client to interact, client's connection bound on the location information corresponding with address information
It is that people interacts.
Above describe the process of the establishment information in information creating stage, in the information sharing stage, including following step
Rapid:
Step S120: business enterprice sector creates project, and selectes client for project.
Certain department of enterprise can select the client relevant with this project when the project of establishment.
Step S130: search the location information of correspondence according to the division code of business enterprice sector in corresponding relation.
After establishment of item completes, when needing to link up with client, according to the division code of this department at location information
The location information corresponding with this division code with lookup in the corresponding relation of business enterprice sector.
Step S140: the identity distributed according to the location information found obtains the base of corresponding customer contact
This information.
After finding the location information corresponding with this division code, by the had identity of this location information,
Just can get the essential information of the customer contact bound with location information.
Step S150: the information of project is sent to this trade connection according to the essential information of the customer contact obtained
People.
After the essential information obtaining the customer contact bound with location information, the information of project is sent to client's connection
It is people.
After the information of project is sent to customer contact, if the system needing customer contact to log in enterprise completes phase
When closing operation, system can distribute login password for customer contact, and detailed process is: customer contact, in registered user name, is
System can be according to a initial password of user name transmission to customer contact, and customer contact can be revised initially after login system
Password.
System also can bind role for customer contact, is used for determining the identity of customer contact, and such as purchasing department is sent out
Cloth procurement item, system can be for customer contact binding buying role, to carry out associative operation.The role of contact person's binding is root
It extract and be configured to according to the operating right of business involved by current system in system, such as: quotation role, acknowledgement of orders
Role, hands over the phase to reply role, quality relative role etc..The binding of role is to be carried out operating by the manager of each department, tool
Body process includes:
At binding customer contact role's page, manager can input the title of client and carry out fuzzy query and (can only inquire about
Manager has the guest content of place authority, if manager does not has authority to client, then can not select) select client, system
Corresponding address information and location information can be demonstrated, if a client has multiple address information and ground according to the client selected
Dot information, manager can switch over selection.Manager's customer contact to be selects role, but can only select to have permission
Role, role, client, address information and location information form role bindings relation.
Manager selects role, client, address information and the location information of existing customer contact person to be binding, selects
After, click determines, then be considered as existing customer contact person and bound with the role just chosen, and the role of binding is manager
The role chosen.
Location information in the address information of the different clients that manager can have permission as needed for oneself adds role
Binding, some trade connections are artificially acted on behalf of, and may act on behalf of multiple clients, and manager can be multiple below a customer contact
Binding is added in multiple places of client.
Once bind it should be noted that the same role of the location information of same client can only add, it is impossible to many
Secondary interpolation is bound, and manager can add or delete binding, and manager controls existing customer by deleting or adding binding relationship
The authority of contact person.
After manager's login system of one department, it can be seen that other departments are the customer contact that existing customer creates,
This manager can select the contact person oneself needed to complete binding relationship in these contact persons.But this manager can look into
See the essential information of the customer contact of all bindings of existing customer, but the customer contact that oneself department binds can only be checked
Binding information, other departments binding customer contact on binding information, this manager haves no right to check.
If customer contact only binds the location information of a Departmental organization, manager can delete this customer contact and
All binding informations, if customer contact has been bundled in the location information of other departments, supply-side management person only has permission deletion
The binding relationship that he has permission, haves no right to delete this customer contact.
If the system that project needs customer contact to log in enterprise carries out associative operation, then system is in the project of issue
Time, can find the location information of all clients that current project binds, and bind with the relevant all roles' of current project
All customer contacts., obtain the essential information of all customer contacts, if current project is with mail notification, send
Mail gives all customer contacts found, if with SMS notification, sending an SMS to all customer contacts found, etc.
Other advice methods.
When customer contact logs in the system of enterprise, first, can be confirmed it according to the user name of existing customer contact person
User identity, and associate the identity finding customer contact, then, find out by location information and enterprise according to identity
The corresponding relation of industry department, main information are searched with the corresponding relation of address information and the corresponding relation of address information and location information
All with the related client of identity；If existing customer contact person has bound multiple client, pop-up dialogue box allows login
People selects a client identity determined；Secondly, log in, according to current, the client that people selectes, obtain existing customer contact person at this
Role bindings relation on all location informations of individual client, according to character types, loads customer contact and has permission and check
System menu.Meanwhile, the corresponding relation of a dictionary storage current contacts role and place is set up.
When contact person's login system click associated button load relevant item time, system can according to current contacts role with
The corresponding relation in place, loads related content.When client carries out the amendment of related data and submits to, system can be according to current connection
It is people role and the corresponding relation in place is inquired about, it is judged that whether active user has operating right to current data.Avoid using
His personal data of family maloperation.
Foregoing describes the method that the enterprises of present invention offer shares customer information in detail.With method for uploading phase
Correspondence, the present invention also provides for a kind of enterprises and shares the device of customer information.
Fig. 2 shows that enterprises according to embodiments of the present invention shares the logical structure of the device of customer information.
As in figure 2 it is shown, the device that the enterprises that the embodiment of the present invention provides shares customer information includes: location information is created
Build unit the 201, first corresponding relation and set up unit 202, essential information creating unit 203, identity creating unit 204, body
Part mark allocation unit 205, establishment of item unit 206, location information search unit 207, essential information acquiring unit 208, item
Mesh information transmitting unit 209.
Wherein, location information creating unit 201 is for creating the location information of client, and location information is at least one.
First corresponding relation sets up unit 202, and to set up location information for division code based on business enterprice sector each with enterprise
The corresponding relation of department.
Essential information creating unit 203 is for creating the essential information of customer contact.
Identity creating unit 204 is for generating identity by essential information with the binding of described location information.
Identity allocation unit 205 for distributing to essential information and described location information by identity.
Establishment of item unit 206 is for creating project for business enterprice sector, and selectes client for project.
Location information searches unit 207 for searching the ground of correspondence in corresponding relation according to the division code of business enterprice sector
Dot information.
Essential information acquiring unit 208 obtains correspondence for the identity distributed according to the location information found
The essential information of customer contact.
The information of project is sent by project information transmitting element 209 for the essential information according to the customer contact obtained
To this customer contact.
It addition, the device that enterprises shares customer information farther includes: main information sets up unit 210, address information
Setting up unit the 211, second corresponding relation and set up unit 212 and the 3rd corresponding relation sets up unit 213: wherein, main information is set up
Unit 210 is for setting up the main information of client, and main information is for representing the identity of described client；Address information sets up unit 211
For setting up the address information of client, address information is at least one, for representing the true address of client；Second corresponding relation
Set up unit 212 and set up the corresponding relation of main information and address information for tissue code based on enterprise；3rd corresponding relation
Set up unit 213 for setting up the corresponding relation of address information and location information based on customer address ID.
Additionally, the device that enterprises shares customer information further includes: password creating unit 214 and information association
Unit 215；Wherein, password creating unit 214 is sent to customer contact for the information in the project created by business enterprice sector
Afterwards, when customer contact needs the system logging in enterprise to operate, registered for customer contact by department manager
User name create password；Information association unit 215 is for being associated user name with the essential information of customer contact.
It addition, the device that enterprises shares customer information also includes: information binding unit 216, at trade connection
People logs in the system of enterprise when operating, and is customer contact binding role, address information and place by department manager
Information, forms role bindings relation.
Furthermore, enterprises is shared the device of customer information and is also included: identity associative cell 217, client search list
Unit 218, role bindings Relation acquisition unit 219 and menu loading unit 220；Wherein, identity associative cell 217 is used for
When customer contact logs in the system of enterprise, the user name filled according to customer contact associates out the identity mark of customer contact
Know；Client searches unit 218 for passing through location information and the corresponding relation of business enterprice sector, main information and ground according to identity
The corresponding relation of location information and address information search all and related client of identity with the corresponding relation of location information；
Role bindings Relation acquisition unit 219 is for that visitor selected in all clients found out according to customer contact
Family, obtains customer contact role bindings relation on all location informations of this client；Menu loading unit 220 is for root
It is customer contact Loading Menu according to the type of role in role bindings relation.
The above, the only detailed description of the invention of the present invention, but protection scope of the present invention is not limited thereto, and any
Those familiar with the art, in the technical scope that the invention discloses, can readily occur in change or replace, should contain
Cover within protection scope of the present invention.Therefore, protection scope of the present invention should described be as the criterion with scope of the claims.
Claims (10)
1. the method that enterprises shares customer information, including: information creating stage and information sharing stage；Wherein,
The described information creating stage includes the establishment of customer information and the establishment of customer contact；Wherein,
The establishment of described customer information includes:
Creating the location information of client, described location information is at least one；
Division code based on business enterprice sector sets up the corresponding relation of described location information and all departments of enterprise；
The establishment of described customer contact includes:
Create the essential information of customer contact, and described essential information is generated identity with the binding of described location information；
Described identity is distributed to described essential information and described location information；
In the described information sharing stage, comprise the following steps:
Business enterprice sector creates project, and selectes client for described project；
Division code according to described business enterprice sector searches the location information of correspondence in described corresponding relation；
The identity distributed according to the location information found obtains the essential information of corresponding customer contact；
The information of described project is sent to this customer contact by the essential information according to the customer contact obtained.
2. the method that enterprises as claimed in claim 1 shares customer information, wherein, the establishment of customer information also includes:
Create main information and the address information of client, and set up following corresponding relation simultaneously:
The corresponding relation of described main information and described address information set up by tissue code based on enterprise；Wherein, described main information
For representing the identity of client, described address information is at least one, for representing the true address of client；
The corresponding relation of described address information and described location information is set up based on customer address ID.
3. the method that enterprises as claimed in claim 2 shares customer information, wherein, in the project created by business enterprice sector
Information be sent to customer contact after,
When described customer contact needs the system logging in enterprise to operate, department manager is described customer contact note
The user name of volume creates password, and
The essential information of described user name with described customer contact is associated.
4. the method that enterprises as claimed in claim 3 shares customer information, wherein, needs to log in enterprise at customer contact
When the system of industry operates, department manager is also for customer contact binding role, address information and location information, formation angle
Color binding relationship.
5. the method that enterprises as claimed in claim 4 shares customer information, wherein, logs in enterprise at customer contact
During system,
The user name filled according to described customer contact associates out the identity of described customer contact；
According to described identity by described location information and the corresponding relation of business enterprice sector, described main information and described address
The corresponding relation of information and described address information search all and described identity with the corresponding relation of described location information to be had
The client of association；
That client selected in all clients found out according to described customer contact, obtains described customer contact
Role bindings relation on all location informations of this client；
It is described customer contact Loading Menu according to the type of role in described role bindings relation.
6. enterprises shares a device for customer information, including:
Location information creating unit, for creating the location information of client, described location information is at least one；
First corresponding relation sets up unit, sets up described location information and each portion of enterprise for division code based on business enterprice sector
The corresponding relation of door；
Essential information creating unit, for creating the essential information of customer contact；
Identity creating unit, for generating identity by described essential information with the binding of described location information；
Identity allocation unit, for distributing to described essential information and described location information by described identity；
Establishment of item unit, for creating project for business enterprice sector, and selectes client for described project；
Location information searches unit, for searching correspondence in described corresponding relation according to the division code of described business enterprice sector
Location information；
Essential information acquiring unit, the identity for being distributed according to the location information found obtains corresponding client's connection
It it is the essential information of people；
Project information transmitting element, for being sent to the information of described project according to the essential information of the customer contact obtained
This customer contact.
7. enterprises as claimed in claim 6 shares the device of customer information, also includes:
Main information sets up unit, address information sets up unit, the second corresponding relation sets up unit and the 3rd corresponding relation is set up single
Unit: wherein,
Described main information sets up unit for setting up the main information of client, and described main information is for representing the identity of described client；
Described address information sets up unit for setting up the address information of described client, and described address information is at least one, uses
In the true address representing client；
Described second corresponding relation is set up unit and is set up described main information and described address letter for tissue code based on enterprise
The corresponding relation of breath；
Described 3rd corresponding relation sets up unit for setting up described address information and described location information based on customer address ID
Corresponding relation.
8. enterprises as claimed in claim 7 shares the device of customer information, also includes:
Password creating unit, for after the information of the project created by business enterprice sector is sent to customer contact, when described
When customer contact needs the system logging in enterprise to operate, by the use that department manager is the registration of described customer contact
Name in an account book creates password, and
Information association unit, for being associated the essential information of described user name with described customer contact.
9. enterprises as claimed in claim 8 shares the device of customer information, also includes: information binding unit, is used for
Customer contact needs the system logging in enterprise when operating, by department manager for customer contact bind role,
Location information and location information, form role bindings relation.
10. enterprises as claimed in claim 9 shares the device of customer information, also includes:
Identity associative cell, during for logging in the system of enterprise at customer contact, fills according to described customer contact
User name associate out the identity of described customer contact；
Client searches unit, for passing through described location information and the corresponding relation of business enterprice sector, institute according to described identity
State main information and search institute with the corresponding relation of described address information and the corresponding relation of described address information and described location information
There is client related with described identity；
Role bindings Relation acquisition unit, for selected in all clients found out according to described customer contact that
Individual client, obtains described customer contact role bindings relation on all location informations of this client；
Menu loading unit, being used for according to the type of role in described role bindings relation is that described customer contact loads dish
Single.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201610525260.XA CN106203816A (en) | 2016-07-05 | 2016-07-05 | Enterprises shares the method and device of customer information |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201610525260.XA CN106203816A (en) | 2016-07-05 | 2016-07-05 | Enterprises shares the method and device of customer information |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CN106203816A true CN106203816A (en) | 2016-12-07 |
Family
ID=57466405
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN201610525260.XA Pending CN106203816A (en) | 2016-07-05 | 2016-07-05 | Enterprises shares the method and device of customer information |
Country Status (1)
| Country | Link |
|---|---|
| CN (1) | CN106203816A (en) |
Cited By (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN109597820A (en) * | 2018-12-07 | 2019-04-09 | 万翼科技有限公司 | Customer information synchronous method, device and computer readable storage medium |
| CN110851453A (en) * | 2018-08-01 | 2020-02-28 | 国网辽宁招标有限公司 | Dynamic generation method of project address list |
-
2016
- 2016-07-05 CN CN201610525260.XA patent/CN106203816A/en active Pending
Cited By (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN110851453A (en) * | 2018-08-01 | 2020-02-28 | 国网辽宁招标有限公司 | Dynamic generation method of project address list |
| CN109597820A (en) * | 2018-12-07 | 2019-04-09 | 万翼科技有限公司 | Customer information synchronous method, device and computer readable storage medium |
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