CN106529756A - Customer information management system - Google Patents
Customer information management system Download PDFInfo
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- CN106529756A CN106529756A CN201610739550.4A CN201610739550A CN106529756A CN 106529756 A CN106529756 A CN 106529756A CN 201610739550 A CN201610739550 A CN 201610739550A CN 106529756 A CN106529756 A CN 106529756A
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- crm
- information
- module
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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
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F9/00—Arrangements for program control, e.g. control units
- G06F9/06—Arrangements for program control, e.g. control units using stored programs, i.e. using an internal store of processing equipment to receive or retain programs
- G06F9/46—Multiprogramming arrangements
- G06F9/54—Interprogram communication
Abstract
The invention discloses a customer information management system, which comprises an ERP interaction module, a CRM interaction module, a BRM interaction module and a management module, wherein the ERP interaction module is used for performing data interaction with an ERP sales distribution system; the CRM interaction module is used for performing data interaction with a CRM customer information management system; the BRM interaction module is used for performing data interaction with an BRM business management system; and the management system is used for receiving data information interacted by the ERP interaction module, the CRM interaction module, the BRM interaction module and the respective corresponding systems, and managing and coordinating interaction of the data information among the systems in a unified manner. The customer information management system realizes data sharing interaction of the existing information management systems, and carries out unified management and analytical processing on customer related information.
Description
Technical field
A kind of the present invention relates to enterprise's production information process field, more particularly to Management System for Clients Information.
Background technology
Build as enterprise accelerates self informationization, the conventional information system of enterprise internal management have ERP distribution systems,
The much information systems such as BRM business management systems, CRM client management systems and OA office systems, these systematic differences exist
Bring certain convenient to business administration in terms of each single service management, but still there are problems that：
Such as ERP distribution systems, it is related to the stock in client and warehouse during recording list, but storage information cannot be effective
Embody in the single process of record, it is difficult to which the inventory information of product is provided, if the shortage of stock, warehouse delivery will be affected, while also just not
Timely can notify that production line carries out the production of product, and then filler depot stock by BRM business management systems.It is that each is
System cannot be interacted, and data are not shared, it is impossible to effectively integrate the information of client, and then cannot further analysis mining and development are objective
Family.
Therefore it is badly in need of one kind and realizes the shared interaction of existing each Data in Information Management System, related information is carried out to client
The technological means of unified management analyzing and processing.
The content of the invention
It is an object of the invention to the above-mentioned deficiency in the presence of overcoming prior art, there is provided a kind of client information management system
System, it is intended to realize the data sharing interaction of existing each information management system, related information carries out unified management point to client
Analysis is processed.
In order to realize foregoing invention purpose, the technical solution used in the present invention is：
A kind of Management System for Clients Information, it is characterised in that include：
ERP interactive modules, for carrying out data interaction with ERP distribution systems；
CRM interactive modules, for carrying out data interaction with CRM Management System for Clients Information；
BRM interactive modules, for carrying out data interaction with BRM business management systems；
Management module, it is self-corresponding with each for receiving the ERP interactive modules, CRM interactive modules and BRM interactive modules
The data message of system interaction, unified management coordinate interaction of the data message between each described system.
The CRM Management System for Clients Information includes OA interactive modules, for carrying out data interaction with OA office systems.
The ERP system includes：Order module, for typing customer order, according to the data notification CRM systems of the order
System, completes product packing shipping tasks by crm system；Storage module, for counting warehouse product library storage, if quantity in stock reaches
Early warning value, then send procurement information in crm system, by purchase order data under crm system and by purchase order data is activation
To BRM systems, buying is completed by BRM notifications production line personnel.
The BRM systems are received after buying completes information and send update information to ERP system, update described by ERP system
The product library storage of storage module record, while mark buying to complete.
The BRM systems include：Purchase order module, for receiving the purchase order number that the crm system is issued
According to carrying out production delivery according to the purchase order data notification production line personnel；Update module, for according to production line personnel
The quantity received updates the quantity in stock of storage module record described in ERP system.
The crm system includes：Subscriber Information Module, for receiving the customer order, recognizes on the customer order
Customer information and sequence information；Packetization module, for according to the customer information and sequence information, notifying that personnel complete accordingly
The product packing shipping tasks of client.
The crm system also includes performance appraisal module, for counting the workload of packing delivery personnel and being formed accordingly
Performance appraisal information.
The ERP system also includes：Data simultaneous module, for being synchronized to the customer order at predetermined time intervals
In crm system.
Further, the crm system also includes：Customer data excavates module, for the customer order data to receiving
Do the tracking of the mining analysis and customer service of data to order.
The crm system also includes：Module, returns product information for typing after sale, and product id, notice person are returned in generation
Work judges whether to process and carry out subsequent treatment to returning product and being keeped in repair or renovated.
Compared with prior art, beneficial effects of the present invention：
Present system carries out data interaction by ERP interactive modules and ERP distribution systems, by CRM interactive modules with
CRM Management System for Clients Information carries out data interaction, carries out data interaction by BRM interactive modules and BRM business management systems,
The ERP interactive modules, CRM interactive modules and BRM interactive modules are received with each self-corresponding system interaction by management module again
Data message, unified management coordinates the interaction of the data message between each described system, it is achieved thereby that it is existing each
The data sharing interaction of information management system, information that can be related to client carries out unified management analyzing and processing, convenient
Business administration.
Description of the drawings：
Fig. 1 is Management System for Clients Information schematic diagram of the present invention.
Fig. 2 is the Management System for Clients Information operation principle schematic diagram in the embodiment of the present invention.
Fig. 3 is the record simple correlation flow chart in the embodiment of the present invention.
Fig. 4 is the dependence diagram after sale in the embodiment of the present invention.
Fig. 5 is that the customer data in the embodiment of the present invention excavates flow chart.
Specific embodiment
With reference to specific embodiment, the present invention is described in further detail.But this should not be interpreted as the present invention
The scope of above-mentioned theme is only limitted to below example, and all technologies realized based on present invention belong to the model of the present invention
Enclose.
Management System for Clients Information as shown in Figure 1, including ERP interactive modules, CRM interactive modules, BRM interactive modules and
Management module.The ERP interactive modules are for carrying out data interaction with ERP distribution systems；The CRM interactive modules, for
CRM Management System for Clients Information carries out data interaction；The BRM interactive modules, for carrying out data with BRM business management systems
Interaction；The management module, it is corresponding with respective for receiving the ERP interactive modules, CRM interactive modules and BRM interactive modules
System interaction data message, unified management coordinates the interaction of the data message between each described system.
Present system carries out data interaction by ERP interactive modules and ERP distribution systems, by CRM interactive modules with
CRM Management System for Clients Information carries out data interaction, carries out data interaction by BRM interactive modules and BRM business management systems,
The ERP interactive modules, CRM interactive modules and BRM interactive modules are received with each self-corresponding system interaction by management module again
Data message, unified management coordinates the interaction of the data message between each described system, it is achieved thereby that it is existing each
The data sharing interaction of information management system, information that can be related to client carries out unified management analyzing and processing, convenient
Business administration.
Specifically, the CRM Management System for Clients Information includes OA interactive modules, for carrying out data with OA office systems
Interaction.
The ERP system includes：Order module, for typing customer order, according to the data notification CRM systems of the order
System, completes product packing shipping tasks by crm system；Storage module, for counting warehouse product library storage, if quantity in stock reaches
Early warning value, then send procurement information in crm system, by purchase order data under crm system and by purchase order data is activation
To BRM systems, buying is completed by BRM notifications production line personnel.
The BRM systems are received after buying completes information and send update information to ERP system, update described by ERP system
The product library storage of storage module record, while mark buying to complete.
The BRM systems include：Purchase order module, for receiving the purchase order number that the crm system is issued
According to carrying out production delivery according to the purchase order data notification production line personnel；Update module, for according to production line personnel
The quantity received updates the quantity in stock of storage module record described in ERP system.
The crm system includes：Subscriber Information Module, for receiving the customer order, recognizes on the customer order
Customer information and sequence information；Packetization module, for according to the customer information and sequence information, notifying that personnel complete accordingly
The product packing shipping tasks of client.
The crm system also includes performance appraisal module, for counting the workload of packing delivery personnel and being formed accordingly
Performance appraisal information.
The ERP system also includes：Data simultaneous module, for being synchronized to the customer order at predetermined time intervals
In crm system.
Further, the crm system also includes：Customer data excavates module, for the customer order data to receiving
Do the tracking of the mining analysis and customer service of data to order.
The crm system also includes：Module, returns product information for typing after sale, and product id, notice person are returned in generation
Work judges whether to process and carry out subsequent treatment to returning product and being keeped in repair or renovated.
Invention is specifically described below, the present invention realizes the integrated management to corporate client relevant information.
Heretofore described BRM systems and crm system share a database.System Working Principle is mainly：1. in ERP
Place an order in system, by timing sync procedure data syn-chronization in crm system.The product library of 2.ERP system storage modules
Deficiency is deposited, buying director lower purchase order in CRM is notified, to production line, buying order completes to update buying order to BRM systems
Storage module product library poke in ERP system, while mark buying order to complete.Trace analysis of the 3.CRM systems to order, client
Trace analysis, performance appraisal after sale wait associative operation.
Specifically, by employee in ERP system typing order, according to the default quantity in stock of storage module in ERP system
Alarming value, sees whether stock enough, carries out stock's early warning to procurement staff if deficiency, then procurement staff's contact manufacturer life
The purchase order of product is descended while product in CRM, through the purchase order module of BRM systems, production line receives purchase order
Production delivery is carried out, the quantity in stock of storage module in ERP system is then updated according to the quantity received.In ERP, client orders simultaneously
Single data have a timing sync procedure and the data of the order of ERP system are often synchronized in crm system every other hour.Together
Walk CRM order data do data mining analysis and customer service to tracking of order etc..Contained by order, product is by ERP system
In packetization module complete outbound, packaging, delivery.Customer data excavates module and customer data is excavated and is followed up, after sale
Resume module returns the maintenance and renovation of product.
With reference to Fig. 2, with reference to Fig. 3, Fig. 4 and Fig. 5, Management System for Clients Information major function of the present invention is introduced.
In the embodiment of the present invention, Management System for Clients Information is to the OA that handles official business, customer account management, order management, warehouse pipe
Reason, is managed after sale, and client's follow-up management has carried out effective integration, makes customer data, and company personnel's data can be in each height
Circulate between system, the data of all modules are all stored in the different tables of a database, and this is equivalent under a file
The same comprising many sub-folders, sub-folder is just as module one by one.The manpower money of the module integrated enterprises of office OA
Source, facilitates corporation' s personal -control, and provides facility for the system control of authority.In office OA modules, can open for employee and be
System account number, and different roles are set to employee, each role distributes different operating rights, and this is equivalent to same school
Different classes, each class has the personnel in numbering, and class all different, so as to reach control user operation behavior
Purpose.
Such as Fig. 3, the customer information of every order in system, is saved, these information are stored in the customer table of system, often
Individual client has an exclusive unique Id, the Id to be referred to as identity Id of client in customer table.The Input Process of order,
Client places an order on other websites, and employee carries out the sequence information on website to be entered in ERP system, ERP system
In order be simultaneously synchronized to crm system and addition or update customer information in crm system.If synchronization program is in CRM
In system without find the client, the i.e. client also do not have identity Id in crm system, then to the client in CRM typing its
Essential information generates identity id, is being formed associating between such order and client.Process of the order in ERP system typing
In, after selecting product, system can find corresponding product id and the product in the inventory table in ERP system database
The stockpile number of product, includes the existing inventory data amount of the product, stock's warning quantity, production firm id, is responsible in product table
Employee id of the product etc..The operation in Fig. 3 is performed after finding product according to stock：1, if ERP system storage module storehouse
Poke amount is sufficient, then generate during order is stored in ERP system order table while the shorthand information of preservation client and identity id, are ordered afterwards
The packetization module of single-enter ERP system, warehouse personnel carry out product warehouse-out according to the information of order, while according in the order
Product id updates the stockpile number in ERP system cash statement, and then product packing, sends to client.2, if stock reaches storehouse
Alarming value is deposited, then purchase order is generated in crm system, while sending stock alarm to BRM systems, point out buying director, enter
Row buying.3, if the ERP system shortage of stock, order submits failure to, while sending shortage of stock alarm to BRM systems, carries
Show buying director, the lower purchase order in crm system, the situation in above-mentioned Fig. 3, procurement staff find production in product table
The manufacturer of the product sends production order to the corresponding manufacturer that BRM systems are stored, after production terminates, according to arrival
Amount, the product inventory quantity in real-time update ERP system cash statement.
As shown in figure 4, module returns the product table of returning in product information typing crm system for client after sale, generate
Return product id, the data of the table are all the data that client returns product, in typing CRM database return product table after, member
Work judges it is customer requirement maintenance or renovation, and then into maintenance flow, maintenance flow is divided into 9 states, has special for maintenance
Field safeguards the state, and respectively (maintenance starts service mode, and maintenance examination ＆ verification, warehouse delivery, manufacturer are received, manufacturer's dimension
Repair, manufacturer's delivery, warehouse are received, and issue client, and maintenance terminates, and wherein manufacturer receives, manufacturer's maintenance, manufacturer are sent out
Goods, three states are operated in BRM systems and are completed, and each state one flow process of correspondence, each flow process are remembered according to product is returned
The id of record is identified, the examination ＆ verification first keeped in repair, the related maintenance cost of verification, detects product potential problems, and then warehouse is sent out
Goods finds corresponding manufacturer id in product table according to the product id in the maintenance record table, returns manufacturer and is keeped in repair,
Simultaneously change the state of maintenance record, after maintenance terminates, maintenance product beams back company warehouse, find client in crm system
Identity id obtains customer information, returns to client, while the state for updating crm system maintenance record is done state.If
Renovation, then, into renovation flow sheet, after verification correlative charges, return to manufacturer, after renovation terminates, find ERP system storehouse
The cash statement relative recording id of the product of storage module is put in storage, while updating the state of crm system renovation record for terminating shape
State.If can not be in maintenance/renovation, then the product is scrapped.Crm system and BRM systems are the same databases for using,
Two systems operate maintenance unirecord list simultaneously, update service mode and need not use synchronization program.
If Fig. 5 employee is according to identity id of the client in system, associated sequence information order number is found, this is ordered
Singly it is tracked, pays a return visit, sequence information can analyzes the purchasing power of client and the purchase rule and which kind of type of client are produced
The sale comparison of results of product is good.After-sales service information, can analyze which type of product repairing number of times is more more, and quality is not
It is good, such product can be purchased later less.The reimbursement reason of every reimbursement and product are not bought the information such as reason and can be analyzed
Go out our contact staff to the working attitude of client in order to make the tendency improved and to production marketing, then to these information
Comprehensive statistics forms form, convenient intuitively to discover problem and solve problem.
In the present invention by and storage information combination, record single process can real time inspection product stock, and can be in time
Notice buying, carry out Inventory Transshipment.Go interference to make an inventory stock without the need for artificial, save human cost, while so that stock's shape
State is good, is unlikely to overstock multi-product.According to the purchase product of client, and other follow up, after sale information, can excavate visitor
Family, formulates accurately marketing mode.According to sale outbound, maintenance product is returned, it is easy to find which product presence is asked after sale
Topic, is especially suitable for enterprise's adjustment product layout, can check the profit situation of product in real time.
The specific embodiment of the present invention is described in detail above in conjunction with accompanying drawing, but the present invention has been not restricted to
Embodiment is stated, in the case of the spirit and scope without departing from claims hereof, those skilled in the art can make
Go out various modifications or remodeling.
Claims (10)
1. a kind of Management System for Clients Information, it is characterised in that include：
ERP interactive modules, for carrying out data interaction with ERP distribution systems；
CRM interactive modules, for carrying out data interaction with CRM Management System for Clients Information；
BRM interactive modules, for carrying out data interaction with BRM business management systems；
Management module, for receiving the ERP interactive modules, CRM interactive modules and BRM interactive modules with each self-corresponding system
Interactive data message, unified management coordinate interaction of the data message between each described system.
2. Management System for Clients Information according to claim 1, it is characterised in that the CRM Management System for Clients Information
Including OA interactive modules, for carrying out data interaction with OA office systems.
3. Management System for Clients Information according to claim 1, it is characterised in that the ERP system includes：
Order module, for typing customer order, according to the data notification crm system of the order, completes product by crm system
Packing shipping tasks；
Storage module, for counting warehouse product library storage, if quantity in stock reaches early warning value, sends procurement information to CRM systems
In system, by purchase order data under crm system and by purchase order data is activation to BRM systems, by BRM notifications production lines
Personnel complete buying.
4. Management System for Clients Information according to claim 3, it is characterised in that the BRM systems receive buying and complete
ERP system is sent update information to after information, and the product library storage of the storage module record, same markers are updated by ERP system
Note buying is completed.
5. Management System for Clients Information according to claim 4, it is characterised in that the BRM systems include：
Purchase order module, for receiving the purchase order data that the crm system is issued, according to the purchase order number
Production delivery is carried out according to production line personnel are notified；
Update module, the quantity for being received according to production line personnel update the stock of storage module record described in ERP system
Amount.
6. Management System for Clients Information according to claim 3, it is characterised in that the crm system includes：
Subscriber Information Module, for receiving the customer order, recognizes the customer information and sequence information on the customer order；
Packetization module, for according to the customer information and sequence information, notifying that the product packing that personnel complete respective client is sent out
Goods task.
7. Management System for Clients Information according to claim 6, it is characterised in that the crm system also includes：
Performance appraisal module, for counting the workload of packing delivery personnel and forming performance appraisal information accordingly.
8. the Management System for Clients Information according to any one of claim 3-7, it is characterised in that the ERP system is also wrapped
Include：
Data simultaneous module, for being synchronized to the customer order in crm system at predetermined time intervals.
9. Management System for Clients Information according to claim 8, it is characterised in that the crm system also includes：
Customer data excavate module, for receive customer order data do data mining analysis and customer service to order
Tracking.
10. Management System for Clients Information according to claim 9, it is characterised in that the crm system also includes：
Module, returns product information for typing after sale, and generation is returned product id, notifies that employee judges whether to enter to returning product
Row maintenance or renovation are processed and carry out subsequent treatment.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201610739550.4A CN106529756A (en) | 2016-08-26 | 2016-08-26 | Customer information management system |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201610739550.4A CN106529756A (en) | 2016-08-26 | 2016-08-26 | Customer information management system |
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| CN106529756A true CN106529756A (en) | 2017-03-22 |
Family
ID=58343790
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| Application Number | Title | Priority Date | Filing Date |
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| CN201610739550.4A Pending CN106529756A (en) | 2016-08-26 | 2016-08-26 | Customer information management system |
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Cited By (4)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN107578260A (en) * | 2017-09-25 | 2018-01-12 | 太仓金瑞思科技咨询服务有限公司 | A kind of KA client management systems |
| CN107844923A (en) * | 2017-12-18 | 2018-03-27 | 深圳市宇轩网络技术有限公司 | A kind of ERP management systems and method |
| CN113222621A (en) * | 2021-05-18 | 2021-08-06 | 华世界数字科技(深圳)有限公司 | Platform order synchronization method and device, computer equipment and storage medium |
| CN113837715A (en) * | 2021-08-23 | 2021-12-24 | 益阳市和天电子有限公司 | Online collaboration system of capacitor production platform |
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| CN103218702A (en) * | 2013-04-19 | 2013-07-24 | 五洲在线电子商务(北京)有限公司 | Multi-user electronic commerce supply chain collaboration service platform |
| CN103854122A (en) * | 2012-12-06 | 2014-06-11 | 上海复旦科技园股份有限公司 | Personalized management system and method for small and micro businesses |
| JP5758258B2 (en) * | 2011-09-30 | 2015-08-05 | 株式会社富士通ソーシアルサイエンスラボラトリ | Integrated management system, integrated management method, and integrated management program |
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| JP5758258B2 (en) * | 2011-09-30 | 2015-08-05 | 株式会社富士通ソーシアルサイエンスラボラトリ | Integrated management system, integrated management method, and integrated management program |
| CN103854122A (en) * | 2012-12-06 | 2014-06-11 | 上海复旦科技园股份有限公司 | Personalized management system and method for small and micro businesses |
| CN103218702A (en) * | 2013-04-19 | 2013-07-24 | 五洲在线电子商务(北京)有限公司 | Multi-user electronic commerce supply chain collaboration service platform |
Cited By (4)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN107578260A (en) * | 2017-09-25 | 2018-01-12 | 太仓金瑞思科技咨询服务有限公司 | A kind of KA client management systems |
| CN107844923A (en) * | 2017-12-18 | 2018-03-27 | 深圳市宇轩网络技术有限公司 | A kind of ERP management systems and method |
| CN113222621A (en) * | 2021-05-18 | 2021-08-06 | 华世界数字科技(深圳)有限公司 | Platform order synchronization method and device, computer equipment and storage medium |
| CN113837715A (en) * | 2021-08-23 | 2021-12-24 | 益阳市和天电子有限公司 | Online collaboration system of capacitor production platform |
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Application publication date: 20170322 |