CN107093082A - The Data Collection and management method of a kind of technical transaction platform - Google Patents

The Data Collection and management method of a kind of technical transaction platform Download PDF

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Publication number
CN107093082A
CN107093082A CN201710266757.9A CN201710266757A CN107093082A CN 107093082 A CN107093082 A CN 107093082A CN 201710266757 A CN201710266757 A CN 201710266757A CN 107093082 A CN107093082 A CN 107093082A
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database
data
return visit
supervisor
client
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李长青
孙鹏
王丽霞
李志文
董艳华
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Beijing Hengguan Network Data Treatment Co Ltd
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Beijing Hengguan Network Data Treatment Co Ltd
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Priority to CN201710266757.9A priority Critical patent/CN107093082A/en
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION 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
    • G06Q30/00Commerce
    • G06Q30/01Customer relationship services
    • G06Q30/015Providing customer assistance, e.g. assisting a customer within a business location or via helpdesk
    • G06Q30/016After-sales
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION 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
    • G06Q30/00Commerce
    • G06Q30/06Buying, selling or leasing transactions
    • G06Q30/0601Electronic shopping [e-shopping]
    • G06Q30/0633Lists, e.g. purchase orders, compilation or processing
    • G06Q30/0635Processing of requisition or of purchase orders
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION 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
    • G06Q50/00Systems or methods specially adapted for specific business sectors, e.g. utilities or tourism
    • G06Q50/10Services

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  • Engineering & Computer Science (AREA)
  • Accounting & Taxation (AREA)
  • Physics & Mathematics (AREA)
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  • General Physics & Mathematics (AREA)
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  • Health & Medical Sciences (AREA)
  • General Health & Medical Sciences (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)

Abstract

The invention discloses a kind of Data Collection of technical transaction platform and management method, comprise the following steps:Systematic collection customer information is simultaneously preserved into background data base;Keeper gives the data distribution in database supervisor's database of multiple operating officers, in the Service Database of multiple operating officers respectively by the data distribution in corresponding supervisor's database to its multiple business personnel managed;System monitors data in multiple supervisor's databases and multiple Service Databases and pays a return visit the state updated in real time, and the data for not updating preset field in setting time are recalled in background data base or multiple supervisor's databases at random.The present invention is paid a return visit by supervising business personnel to carry out rationally tracking to client according to customer demand degree, and record the next return visit time, in order to preferably supervise operating officer or all business personnels to access the client in oneself database within reasonable time, client's probability of transaction and enterprise Institutions can be also more effectively improved.

Description

The Data Collection and management method of a kind of technical transaction platform
Technical field
The present invention relates to the technical field of data management, and in particular to a kind of Data Collection of technical transaction platform and management Method.
Background technology
With the explosive growth of network industry, transactions demand is also improved therewith, therefore e-commerce platform (abbreviation electric business Platform) arise at the historic moment.
It is enterprise or the personal platform for providing online transaction negotiation that electric business platform, which is one,.Enterprise's electric business platform is to set up The management environment that the virtual network and guarantee commercial affairs carried on business in Internet is smoothly runed;Be coordinate, Integrate orderly information flow, material stream, cash flow, association, the important place of high efficiency flow.Enterprise, businessman can make full use of electric business The shared resources such as network infrastructure, payment platform, security platform, the management platform that platform is provided are opened effectively, at low cost Open up the business activity of oneself.
The characteristics of present enterprise's electric business, is stayed for " active marketing " and " trade matching ", therefore client on business transaction platform Under the formation such as consulting, search or registration a large amount of customer datas, make the return visit of business to customer, technology after sale and transaction strike a bargain For it is extremely important.But present enterprise reasonably can not be used and managed the customer information being collected into, and causes client's probability of transaction And company performance is low.
In view of this, be badly in need of providing it is a kind of can the data that are collected into of reasonable distribution management, improve client's probability of transaction simultaneously Improve the Data Collection and management method of a kind of technical transaction platform of company performance.
The content of the invention
To be solved by this invention is that present enterprise reasonably can not be used and managed the customer information being collected into, and is caused The problem of client's probability of transaction and low company performance.
In order to solve the above-mentioned technical problem, the technical solution adopted in the present invention there is provided a kind of technical transaction platform Data Collection and management method, comprise the following steps:
Systematic collection customer information is simultaneously preserved into background data base;Keeper is by the data distribution in database to multiple Supervisor's database of operating officer, it is given by multiple operating officers by the data distribution in corresponding supervisor's database respectively In the Service Database of multiple business personnels of management;System monitors number in multiple supervisor's databases and multiple Service Databases in real time The state updated according to paying a return visit, and the data for not updating preset field in setting time are recalled into background data base or multiple at random It is responsible in database.
In the above-mentioned methods, it is characterised in that systematic collection simultaneously preserves and passes through PC or mobile terminal by client and input, or visitor Family is seeked advice from and by the newly-built data for including client's essential information of customer service, and the time generated in the form of a list by the data Successively preserve into the background data base;
Systematic collection and preserve visitd by business personnel by footpath between fields, the number for including client's essential information that client's consultation way is newly-built According to, and the time order and function generated in the form of a list by data preserved into corresponding corresponding 3rd database.
In the above-mentioned methods, it is characterised in that client's essential information contains class of service, is related to technical field, industry Business title, name of contact person, contact method, number and the field for accessing duration of client;
The class of service is the related services such as trade mark, copyright and patent;
The technical field that is related to is machinery, building, chemistry, physics, electricity and technical field of transportation;
The contact method is that QQ, phone or wechat etc. choose item, and contact method and number are required item;
A length of client is from access company network server is started to the time difference for accessing end during the access.
In the above-mentioned methods, it is characterised in that be correspondingly provided with the message details page, described information details page per data Including client's essential information, in addition to following information field:
For the customer grade for the significance level for distinguishing each client, including tetra- grades of A, B, C, D;
For representing requirement unit of the client to the demand purpose of business, including conclusion of the business client, etc. to be transacted, purpose client And without four grades of purpose client;
Revisit service person is defaulted as managing the first operating officer or business personnel of notebook data;
During for facilitating business personnel to pay a return visit corresponding client, the return visit content of client is paid a return visit according to each business personnel before, And understand setting of the client to the return visit record of the desirability of business;
For charging to this transaction purpose situation for paying a return visit client in detail to business personnel, when being that next business personnel pays a return visit client Make this return visit content referred to, described this is paid a return visit content and stored into return visit record;
Pay a return visit the next return visit time of client within reasonable time for reminding business person.
In the above-mentioned methods, it is characterised in that described
The next return visit time, unit was configured according to demand, and the limit time of four grades of system default is respectively to strike a bargain Client≤30 day;Purpose client≤15 day;Etc. it is to be transacted≤7 days;Without purpose client≤45 day.
In the above-mentioned methods, it is characterised in that when described information details page by system according to the next time provided with being paid a return visit Between sets itself, and the next return visit time is set to data list for the data on the same day, visit is needed today for reminding business person Today of the client asked accesses the data list of client.
In the above-mentioned methods, comprise the following steps:
S11, systematic collection customer information are simultaneously preserved into background data base;
The first supervisor's database of S12, keeper by the data distribution in database to the first operating officer, by the first industry Business supervisor is by the data distribution in its first supervisor database in the Service Database of multiple first business personnels;
S13, system are responsible for database and multiple according to monitoring first in real time of the next return visit time set in every data Data pay a return visit the state updated in first Service Database;
S14, judge first supervisor database or multiple first Service Database data whether update, if next time pay a return visit when Between when reaching, system monitoring to this in corresponding data pays a return visit content and the next return visit time has been updated over, and turns S15;Otherwise, Turn S16;
S15, system will be responsible for database and multiple first business numbers according to the return visit next time time monitoring first of new settings The state updated is paid a return visit according to data in storehouse;
S16, by first be responsible for database in corresponding data recall into background data base, by phase in the first Service Database Data are answered to be adjusted at random in background data base or first supervisor's database.
In the above-mentioned methods, it is characterised in that keeper can distribute, change all numbers being collected into background data base According to, at the same may also access and manage first supervisor's database or multiple first Service Databases in any one data information; First operating officer can reasonable distribution, modification first are responsible in database according to demand data, and have the right its first being responsible for Data distribution in database is given in any first Service Database, can also be transferred according to demand in any first Service Database Data distribution give other the first business personnels;First business personnel can change the data in its first Service Database, also discardable Any one data, also discardable any one data, the data of discarding are back to background data base or the first supervisor by random In database.
In the above-mentioned methods, comprise the following steps:
S21, systematic collection customer information are simultaneously preserved into background data base;
S22, keeper are by the data distribution in database to first supervisor's database of the first operating officer and the second industry Second supervisor's database of business supervisor;Data distribution in its first supervisor database is given multiple first industry by the first operating officer In the first Service Database of business person;Data distribution in its second supervisor database is given multiple second industry by the second operating officer In the second Service Database of business person;
S23, system are responsible for database, the second master according to monitoring first in real time of the next return visit time set in every data Data pay a return visit the state updated in pipe database, multiple first Service Databases and multiple second Service Databases;
S24, judge first supervisor's database, second supervisor's database, multiple first Service Databases and multiple second industry Business database whether update, if when reaching the next return visit time, system monitoring in corresponding data this pay a return visit content with The next return visit time has been updated over, and turns S25;Otherwise, S26 is turned;
S25, system by according to new settings next time pay a return visit time monitoring first be responsible for database, second supervisor database, Data pay a return visit the state updated in multiple first Service Databases and multiple second Service Databases;
S26, corresponding data in first supervisor's database or second supervisor's database recalled into background data base, by the Corresponding data is adjusted to background data base, first supervisor's database or second at random in one Service Database or the second Service Database It is responsible in database.
In the above-mentioned methods, the supervisor's database of system monitoring first and second is responsible for the shape that data in database pay a return visit renewal During state, if the next return visit time reaches, system will send prompt message and remind the first operating officer or the second operating officer; When data pay a return visit the state updated in multiple first Service Databases of system monitoring, if the next return visit time reaches, system will Prompt message can be sent simultaneously remind the first operating officer and corresponding first business personnel;Multiple second business datums of system monitoring When data pay a return visit the state updated in storehouse, if the next return visit time reaches, system will send prompt message simultaneously and remind the Two operating officers and corresponding second business personnel.
The present invention on platform by accessing, searching for or the customer data of generation such as consulting is preserved to database, and by pipe Reason person reasonably distributes customer data to operating officer or business personnel's database, and business personnel is according to customer demand degree to client Carry out rationally tracking to pay a return visit, and record the next return visit time, if business personnel is not tracked in the time of setting to some clients Pay a return visit, then corresponding data will be jumped into operating officer's database or background data base at random, wait from being newly assigned to it His operating officer or business personnel are tracked access, in order to preferably supervise operating officer or all business personnels in the rational time The interior client accessed in oneself database, can also more effectively improve client's probability of transaction and enterprise Institutions.
Brief description of the drawings
The basic flow sheet that Fig. 1 provides for the present invention;
The flow chart for the embodiment one that Fig. 2 provides for the present invention;
The flow chart for the embodiment two that Fig. 3 provides for the present invention.
Embodiment
The present invention on platform by accessing, searching for or the customer data of generation such as consulting is preserved to database, and by pipe Reason person reasonably distributes customer data to operating officer or business personnel's database, and business personnel is according to customer demand degree to client Carry out rationally tracking to pay a return visit, and record the next return visit time, if business personnel is not tracked in the time of setting to some clients Pay a return visit, then corresponding data will be jumped into operating officer's database or background data base at random, wait from being newly assigned to it His operating officer or business personnel are tracked access, in order to preferably supervise operating officer or all business personnels in the rational time The interior client accessed in oneself database, can also more effectively improve client's probability of transaction and enterprise Institutions.With reference to embodiment The present invention is described in detail with Figure of description, but not only limit applies to example below, also can operate with other Invent soluble technical field.
As shown in figure 1, the invention provides a kind of Data Collection of technical transaction platform and management method, including following step Suddenly:
S1, systematic collection customer information are simultaneously preserved into background data base.
S2, keeper give the data distribution in database supervisor's database of multiple operating officers, by multiple business masters Pipe is responsible in Service Database of the data distribution in database to its multiple business personnel managed respectively.
S3, system monitor data in multiple supervisor's databases and multiple Service Databases and pay a return visit the state updated in real time, and The data not updated in setting time are recalled into background data base or multiple supervisor's databases at random.
Step S3 specifically includes following steps:
If detect any one operating officer does not update supervisor's database or any one business within the time of setting Member do not updated within the time of setting needed in Service Database pay a return visit customer data field, system will accordingly be responsible for database or Data in Service Database are recalled to background data base or supervisor's database at random;If detecting operating officer or any business Member have updated the customer data field for needing to pay a return visit in database within the time of setting, then system will continue to monitor supervisor's data The return visit more new state of storehouse and Service Database in setting time to data.
Illustrate the present invention below by two exemplary embodiments.
Embodiment one.
As shown in Fig. 2 the Data Collection and management method of a kind of technical transaction platform that the present invention is provided, including following step Suddenly:
S11, systematic collection customer information are simultaneously preserved into background data base.Wherein,
Systematic collection simultaneously preserves newly-built by customer service by the input of the approach such as PC or mobile terminal or client's consulting by client The data for including client's essential information, data of the collection and time order and function generated in the form of a list by data is preserved to rear In platform database, wherein customer information contains class of service, is related to technical field, Business Name, name of contact person, correspondent party The fields such as formula, number and the access of client duration.
Class of service is the related services such as trade mark, copyright and patent.
Be related to technical field for machinery, building, chemistry, physics, electricity and transport etc. technical field.
Contact method is that QQ, phone or wechat etc. choose item, and contact method and number are required item.
A length of client is from starting to access corporate server to the time difference for accessing end during access.
In addition, system also collect and preserve visitd by business personnel by footpath between fields, client consulting etc. mode it is newly-built include client's base The data of this information, data and the time order and function generated in the form of a list by data preserve business datum corresponding to business personnel In storehouse.
The first supervisor's database of S12, keeper by the data distribution in database to the first operating officer, by the first industry Business supervisor is by the data distribution in its first supervisor database in the Service Database of multiple first business personnels.
Wherein, it is correspondingly provided with per data in the message details page, the message details page in addition to including client's essential information, Also including the company of client, address, customer grade, requirement unit, revisit service person, this pay a return visit content, pay a return visit record, it is next The information field such as return visit time and upper secondary tracking business personnel.
Customer grade is used for the significance level for distinguishing each client, including tetra- grades of A, B, C, D.
Requirement unit is used to represent demand purpose of the client to business, including conclusion of the business client, etc. to be transacted, purpose client with And without four grades such as purpose client, such business personnel can reasonably pay a return visit client according to the demand purpose of each client.
Revisit service person is defaulted as managing the operating officer or business personnel of notebook data.
When the setting for paying a return visit record is that business personnel pays a return visit corresponding client again for convenience, returned according to each business personnel before The return visit content at visitor family, understands desirability of the client to business.
This is paid a return visit content and charges to this transaction purpose situation for paying a return visit client in detail by business personnel, is that next business personnel returns Referred to during visitor family, this is paid a return visit content and will stored into return visit record.
The setting of next return visit time is the visitor for paying a return visit corresponding conclusion of the business purpose within reasonable time for reminding business person Family, the next return visit time is configured by four grades in business personnel according to demand unit, time of four grades of system default It is respectively conclusion of the business client≤30 day to visit limit time;Purpose client≤15 day;Etc. it is to be transacted≤7 days;Without purpose client≤45 day.
It is additionally provided with the detail information page and accesses customer data list today, is accessed client today and returned by system according to next time Visit time sets itself, forms data list according to the priority of setup time for the data on the same day by the next return visit time, is used for Reminding business person needs the client accessed today, in order to avoid lost customer data.
Keeper can distribute, change all data being collected into background data base, while may also access and manage first Any one data information being responsible in database or multiple first Service Databases;First operating officer can be reasonable according to demand The data that distribution, modification first are responsible in database, and have the right the data distribution in its first supervisor database to any the In one Service Database, the data distribution that can also transfer according to demand in any first Service Database gives other first business Member;First business personnel can change the data in its first Service Database, also discardable any one data, also discardable any One data, the data of discarding are back to random in background data base or first supervisor's database.
S13, system are responsible for database and multiple according to monitoring first in real time of the next return visit time set in every data The state of renewal is paid a return visit in first Service Database.
S14, judge in first supervisor's database or multiple first Service Database data this pay a return visit content and next time Pay a return visit whether time data field updates, if when reaching the next return visit time, system monitoring to this time in corresponding data Visit content and the next return visit time has been updated over, turn S13;Otherwise, S15 is turned.
S15, by first be responsible for database in corresponding data recall into background data base, by phase in the first Service Database Data are answered to be adjusted at random in background data base or first supervisor's database.
When data pay a return visit the state updated in the supervisor's database of system monitoring first, if the next return visit time reaches, it is System will send prompt message and remind the first operating officer;Data pay a return visit what is updated in multiple first Service Databases of system monitoring During state, if the next return visit time reaches, system will send simultaneously prompt message remind the first operating officer with it is corresponding First business personnel.
Embodiment two.
As shown in figure 3, the Data Collection and management method of a kind of technical transaction platform that the present invention is provided, including following step Suddenly:
S21, systematic collection customer information are simultaneously preserved into background data base.
S22, keeper are by the data distribution in database to first supervisor's database of the first operating officer and the second industry Second supervisor's database of business supervisor;Data distribution in its first supervisor database is given multiple first industry by the first operating officer In the first Service Database of business person;Data distribution in its second supervisor database is given multiple second industry by the second operating officer In the second Service Database of business person.
Keeper can distribute, change all data being collected into background data base, while may also access and manage first Any one data information being responsible in database, first supervisor's database, the first Service Database and the second Service Database; First operating officer can reasonable distribution, modification first are responsible in database according to demand data, and have the right its first being responsible for Data distribution in database is given in any first Service Database, can also be transferred according to demand in any first Service Database Data;First business personnel can change the data in its first Service Database, also discardable any one data, the number of discarding It is back to according to by random in background data base or first supervisor's database.
Second operating officer can reasonable distribution, the data changed in second supervisor's database, and have the right it according to demand Data distribution in second supervisor's database is given in any second Service Database, and any second business can be also transferred according to demand Data in database;Second business personnel can change the data in its second Service Database, also discardable any one data, The data of discarding are back to random in background data base or second supervisor's database.
S23, system are responsible for database, the second master according to monitoring first in real time of the next return visit time set in every data Data pay a return visit the state updated in pipe database, multiple first Service Databases and multiple second Service Databases.
S24, judge first supervisor's database, second supervisor's database, multiple first Service Databases and multiple second industry This in business database pays a return visit whether content and next return visit time field update, if when reaching the next return visit time, being System monitors that this return visit content in corresponding data has been updated over the next return visit time, turns S23;Otherwise, S25 is turned.
S25, corresponding data in first supervisor's database or second supervisor's database recalled into background data base, by the Corresponding data is adjusted to background data base, first supervisor's database or second at random in one Service Database or the second Service Database It is responsible in database.
When system monitoring first is responsible for the state that data return visit updates in database and second supervisor's database, if returning next time When the visit time reaches, system will send prompt message and remind the first operating officer or the second operating officer;System monitoring is multiple When data pay a return visit the state updated in first Service Database, if the next return visit time reaches, system will simultaneously send and carry Show the operating officer of information reminding first and corresponding first business personnel;Data are paid a return visit in multiple second Service Databases of system monitoring During the state of renewal, if the next return visit time reaches, system will send simultaneously prompt message remind the second operating officer with Corresponding second business personnel.
This set is counted to preferably supervise operating officer or all business personnels to access oneself within reasonable time According to the client in storehouse, accessed within reasonable time in oneself database while operating officer will also supervise managed business personnel Client, safeguard client if not paying a return visit in time, corresponding data will jump storehouse at random, wait is reassigned to other operating officers Or business personnel is tracked access, so not only strengthens the utilization rate of data, while strengthening operating officer or business personnel couple The maintenance of client, so as to lift business personnel's achievement and the benefit of company.
Be not limited in the present invention containing only first supervisor database, second supervisor database, multiple first Service Databases with Multiple second Service Databases, supervisor's database of respective numbers can be set according to the number of operating officer, data are each responsible for Storehouse has the multiple Service Databases that can be managed and change, and all databases are by keeper's control pipe of background data base Reason.
The present invention is not limited to above-mentioned preferred forms, and anyone should learn that the knot made under the enlightenment of the present invention Structure changes, and the technical schemes that are same or similar to the present invention are each fallen within protection scope of the present invention.

Claims (10)

1. the Data Collection and management method of a kind of technical transaction platform, it is characterised in that comprise the following steps:
Systematic collection customer information is simultaneously preserved into background data base;Data distribution in database is given multiple business by keeper Supervisor's database of supervisor, is respectively managed the data distribution in corresponding supervisor's database to it by multiple operating officers Multiple business personnels Service Database in;System monitors data in multiple supervisor's databases and multiple Service Databases and returned in real time The state updated is visited, and the data for not updating preset field in setting time are recalled into background data base or multiple supervisors at random In database.
2. the Data Collection and management method of technical transaction platform as claimed in claim 1, it is characterised in that systematic collection is simultaneously Preserve and inputted by client by PC or mobile terminal, or client seeks advice from and by the newly-built number for including client's essential information of customer service According to, and preserved in the form of a list by the time order and function of data generation into the background data base;
Systematic collection and preserve visitd by business personnel by footpath between fields, the data for including client's essential information that client's consultation way is newly-built, And the time order and function generated in the form of a list by data is preserved into corresponding corresponding 3rd database.
3. the Data Collection and management method of technical transaction platform as claimed in claim 2, it is characterised in that client's base This information contains class of service, is related to technical field, Business Name, name of contact person, contact method, number and the visit of client Ask the field of duration;
The class of service is the related services such as trade mark, copyright and patent;
The technical field that is related to is machinery, building, chemistry, physics, electricity and technical field of transportation;
The contact method is that QQ, phone or wechat etc. choose item, and contact method and number are required item;
A length of client is from access company network server is started to the time difference for accessing end during the access.
4. the Data Collection and management method of technical transaction platform as claimed in claim 3, it is characterised in that per data pair The message details page should be provided with, described information details page includes client's essential information, in addition to following information field:
For the customer grade for the significance level for distinguishing each client, including tetra- grades of A, B, C, D;
For representing requirement unit of the client to the demand purpose of business, including conclusion of the business client, etc. to be transacted, purpose client and Without four grades of purpose client;
Revisit service person is defaulted as managing the first operating officer or business personnel of notebook data;
During for facilitating business personnel to pay a return visit corresponding client, the return visit content of client is paid a return visit according to each business personnel before, and Solve setting of the client to the return visit record of the desirability of business;
It is that next business personnel pays a return visit client Shi Zuocan for charging to this transaction purpose situation for paying a return visit client in detail to business personnel This examined pays a return visit content, and described this is paid a return visit content and stored into return visit record;
Pay a return visit the next return visit time of client within reasonable time for reminding business person.
5. the Data Collection and management method of technical transaction platform as claimed in claim 4, it is characterised in that described
The next return visit time, unit was configured according to demand, and the limit time of four grades of system default is respectively conclusion of the business client ≤ 30 days;Purpose client≤15 day;Etc. it is to be transacted≤7 days;Without purpose client≤45 day.
6. the Data Collection and management method of technical transaction platform as claimed in claim 4, it is characterised in that described
The message details page is provided with by system according to the next return visit time sets itself, and is the same day by the next return visit time Data be set to data list, for reminding business person need today access client the data list for accessing client today.
7. the Data Collection and management method of technical transaction platform as claimed in claim 6, it is characterised in that including following step Suddenly:
S11, systematic collection customer information are simultaneously preserved into background data base;
The first supervisor's database of S12, keeper by the data distribution in database to the first operating officer, by the first business master Pipe is by the data distribution in its first supervisor database in the Service Database of multiple first business personnels;
Database and multiple first is responsible in monitoring first in real time according to the next return visit time set in every data for S13, system Data pay a return visit the state updated in Service Database;
S14, judge first supervisor database or multiple first Service Database data whether update, if being arrived in the next return visit time Up to when, system monitoring to this in corresponding data pays a return visit content and the next return visit time has been updated over, and turns S15;Otherwise, turn S16;
S15, system will be responsible for database and multiple first Service Databases according to the return visit next time time monitoring first of new settings Middle data pay a return visit the state updated;
S16, by first be responsible for database in corresponding data recall into background data base, by respective counts in the first Service Database It is adjusted to according to random in background data base or first supervisor's database.
8. the Data Collection and management method of technical transaction platform as claimed in claim 7, it is characterised in that keeper can divide Match somebody with somebody, change all data being collected into background data base, while may also access and manage first supervisor's database or multiple Any one data information in one Service Database;First operating officer can be responsible in reasonable distribution, modification first according to demand Data in database, and have the right by its first supervisor database in data distribution give any first Service Database in, The data distribution that can be transferred according to demand in any first Service Database gives other first business personnels;First business personnel can change Data in its first Service Database, also discardable any one data, also discardable any one data, the data of discarding It is back to random in background data base or first supervisor's database.
9. the Data Collection and management method of technical transaction platform as claimed in claim 6, it is characterised in that including following step Suddenly:
S21, systematic collection customer information are simultaneously preserved into background data base;
S22, keeper are by the data distribution in database to first supervisor's database of the first operating officer and the second business master Second supervisor's database of pipe;Data distribution in its first supervisor database is given multiple first business personnels by the first operating officer The first Service Database in;Data distribution in its second supervisor database is given multiple second business personnels by the second operating officer The second Service Database in;
S23, system are responsible for database, second supervisor's number according to monitoring first in real time of the next return visit time set in every data The state updated is paid a return visit according to data in storehouse, multiple first Service Databases and multiple second Service Databases;
S24, judge first supervisor's database, second supervisor's database, multiple first Service Databases and multiple second business numbers Whether updated according to storehouse, if when reaching the next return visit time, system monitoring to this return visit content in corresponding data and next time The return visit time has been updated over, and turns S25;Otherwise, S26 is turned;
S25, system will be responsible for database, second supervisor's database, multiple according to paying a return visit time monitoring first next time of new settings Data pay a return visit the state updated in first Service Database and multiple second Service Databases;
S26, by first supervisor database or second supervisor database in corresponding data recall into background data base, by the first industry Corresponding data is adjusted to background data base, first supervisor's database or the second supervisor at random in business database or the second Service Database In database.
10. the Data Collection and management method of technical transaction platform as claimed in claim 9, it is characterised in that
When system monitoring first is responsible for the state that data return visit updates in database and second supervisor's database, if next time pays a return visit Between when reaching, system will send prompt message and remind the first operating officer or the second operating officer;System monitoring multiple first When data pay a return visit the state updated in Service Database, if the next return visit time reaches, system will send prompting letter simultaneously Breath reminds the first operating officer and corresponding first business personnel;Data, which are paid a return visit, in multiple second Service Databases of system monitoring updates State when, if when the next return visit time reaches, system will send simultaneously prompt message remind the second operating officer with it is corresponding The second business personnel.
CN201710266757.9A 2017-04-21 2017-04-21 The Data Collection and management method of a kind of technical transaction platform Pending CN107093082A (en)

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