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 PDFInfo
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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
Technical Field
The invention relates to the technical field of data management, in particular to a data collection and management method of a technical transaction platform.
Background
With the explosive growth of network business, the transaction demand is also increased, so that electronic commerce platforms (e-commerce platforms for short) are produced.
An e-commerce platform is a platform for providing online transaction negotiation for enterprises or individuals. The enterprise e-commerce platform is a management environment which establishes a virtual network space for carrying out business activities on the Internet and ensures the smooth operation of business; the system is an important place for coordinating and integrating information flow, material flow and fund flow in order, relevance and high-efficiency flow. Enterprises and merchants can effectively develop their own business activities at low cost by fully utilizing shared resources such as network infrastructure, payment platform, security platform, management platform and the like provided by the merchant platform.
The enterprise e-commerce is characterized by active marketing and matched transaction, so that a large amount of client data formed by consultation, search or registration and the like of clients on an enterprise transaction platform is very important for the enterprise to return visits, technical after-sales and transaction deals of the clients. But at present, enterprises cannot reasonably use and manage the collected customer information, so that the customer transaction rate and the company performance are low.
In view of the above, there is an urgent need to provide a data collection and management method for a technical trading platform, which can reasonably distribute and manage collected data, improve customer transaction rate and improve company performance.
Disclosure of Invention
The invention aims to solve the problem that the client transaction rate and the company performance are low because the enterprise can not reasonably use and manage the collected client information at present.
In order to solve the technical problems, the technical scheme adopted by the invention is to provide a data collection and management method of a technical transaction platform, which comprises the following steps:
the system collects the customer information and stores the customer information in a background database; the administrator distributes the data in the database to a master database of a plurality of service masters, and the plurality of service masters distribute the data in the corresponding master database to the service databases of the plurality of service masters managed by the plurality of service masters respectively; the system monitors the status of data return visit update in the plurality of main databases and the plurality of service databases in real time, and randomly transfers the data which are not updated with the preset fields in the set time back to the background database or the plurality of main databases.
The method is characterized in that the system collects and stores data which are input by a client through a PC or a mobile terminal, or consulted by the client and newly built by customer service and contain basic information of the client, and stores the data into the background database in a list form according to the time of generating the data;
the system collects and stores data which are newly built by the service staff in strange debt and client consultation modes and contain the basic information of the client, and the data are sequentially stored into the corresponding third database in a list mode according to the time of data generation.
In the above method, the customer basic information includes fields of business category, related to technical field, business name, contact way, number, and access duration of customer;
the service category is related services such as trademarks, copyrights, patents and the like;
the related technical fields are the technical fields of machinery, construction, chemistry, physics, electricity and transportation;
the contact way is a hook option such as QQ, telephone or WeChat, and the contact way and the number are indispensable items;
the access duration is the time difference from the beginning of the client accessing the corporate network server to the end of the client accessing.
In the above method, each piece of data is correspondingly provided with an information detail page, where the information detail page includes the customer basic information, and further includes the following information fields:
customer grades for distinguishing the degree of importance of each customer, including A, B, C, D four grades;
the demand unit is used for expressing the demand intention of the customers on the business, and comprises four levels of transaction clients, waiting transactions, intention clients and unintended clients;
the return visit salesman is defaulted to be a first salesman or salesman managing the data;
the system is used for facilitating the return visit of the salesmen to the corresponding client, and knowing the return visit record setting of the client demand degree on the service according to the return visit content of each salesmen to the client before;
the system is used for recording the transaction intention condition of the return visit client for the operator in detail, and is return visit content which is used as reference when the operator returns the visit client next time, and the return visit content is stored in a return visit record;
the system is used for reminding the waiter to visit the next visit time of the client in a reasonable time.
In the above method, characterized in that
Setting the next return visit time according to the demand units, wherein the system defaults that the limit time of four levels is less than or equal to 30 days for the transaction clients respectively; the intention customers are less than or equal to 15 days; waiting for transaction less than or equal to 7 days; no intent is given to the customer for ≦ 45 days.
In the above method, the information detail page is provided with a data list which is set by the system according to the next revisiting time and is used for reminding a servicer of a present visiting client of a client needing visiting today.
In the above method, the following steps are included:
s11, the system collects the customer information and stores the customer information in a background database;
s12, the administrator distributes the data in the database to a first supervisor database of a first business supervisor, and the first business supervisor distributes the data in the first supervisor database to the business databases of a plurality of first business supervisors;
s13, the system monitors the data return visit updating state in the first master database and the first service databases in real time according to the next return visit time set in each piece of data;
s14, judging whether the data of the first master database or the first service databases are updated, if the next return visit time is reached, monitoring that the return visit content and the next return visit time in the corresponding data are updated by the system, and turning to S15; otherwise, go to S16;
s15, the system monitors the data return visit updating state in the first master database and the plurality of first service databases according to the newly set next return visit time;
and S16, returning the corresponding data in the first master database to the background database, and randomly calling the corresponding data in the first service database to the background database or the first master database.
In the method, the administrator can distribute and modify all the data collected in the background database, and can access and manage any piece of data information in the first master database or the plurality of first service databases; the first business supervisor can reasonably distribute and modify the data in the first supervisor database according to the requirements, has the right to distribute the data in the first supervisor database to any first business database, and can also call the data in any first business database to distribute to other first business personnel according to the requirements; the first operator can modify the data in the first service database, also can discard any piece of data, and can randomly return the discarded data to the background database or the first master database.
In the above method, the following steps are included:
s21, the system collects the customer information and stores the customer information in a background database;
s22, the administrator distributes the data in the database to a first supervisor database of a first service supervisor and a second supervisor database of a second service supervisor; the first business supervisor distributes the data in the first supervisor database to a first business database of a plurality of first business personnel; the second business supervisor distributes the data in the second supervisor database to a second business database of a plurality of second business personnel;
s23, the system monitors the status of data return visit updating in the first master database, the second master database, the first service databases and the second service databases in real time according to the next return visit time set in each piece of data;
s24, judging whether the first master database, the second master database, the first service databases and the second service databases are updated or not, if the next return visit time arrives, monitoring that the return visit content and the next return visit time in corresponding data are updated by the system, and turning to S25; otherwise, go to S26;
s25, the system monitors the status of data return visit updating in the first main database, the second main database, the first service databases and the second service databases according to the newly set next return visit time;
and S26, returning the corresponding data in the first master database or the second master database to the background database, and randomly calling the corresponding data in the first service database or the second service database to the background database, the first master database or the second master database.
In the method, when the system monitors the status of data return visit updating in the first main database and the second main database, if the next return visit time is reached, the system sends prompt information to remind the first service main or the second service main; when the system monitors the data return visit updating state in a plurality of first service databases, if the next return visit time is reached, the system simultaneously sends prompt information to remind a first service supervisor and a corresponding first operator; when the system monitors the data return visit updating state in the plurality of second service databases, if the next return visit time is reached, the system simultaneously sends prompt information to remind a second service supervisor and a corresponding second operator.
The invention saves the client data generated by accessing, searching or consulting on the platform to the database, and the administrator reasonably distributes the client data to the service supervisor or the operator database, the operator reasonably tracks and visits the client according to the client demand degree and records the next visit time, if the operator does not track and visit some clients in the set time, the corresponding data will jump to the service supervisor database or the background database randomly to wait for the tracking and visit from the newly distributed other service supervisor or the operator, in order to better supervise and urge the service supervisor or all operators to visit the clients in the database within reasonable time, and can effectively improve the client transaction rate and enterprise performance.
Drawings
FIG. 1 is a basic flow diagram provided by the present invention;
FIG. 2 is a flowchart of a first embodiment of the present invention;
fig. 3 is a flowchart of a second embodiment of the present invention.
Detailed Description
The invention saves the client data generated by accessing, searching or consulting on the platform to the database, and the administrator reasonably distributes the client data to the service supervisor or the operator database, the operator reasonably tracks and visits the client according to the client demand degree and records the next visit time, if the operator does not track and visit some clients in the set time, the corresponding data will jump to the service supervisor database or the background database randomly to wait for the tracking and visit from the newly distributed other service supervisor or the operator, in order to better supervise and urge the service supervisor or all operators to visit the clients in the database within reasonable time, and can effectively improve the client transaction rate and enterprise performance. The present invention will be described in detail with reference to the following embodiments and the accompanying drawings, but the present invention is not limited to the following embodiments and may be applied to other technical fields in which the present invention can be solved.
As shown in fig. 1, the present invention provides a data collection and management method for a technical transaction platform, comprising the following steps:
and S1, collecting the customer information and saving the customer information in a background database by the system.
S2, the administrator distributes the data in the database to the master database of the plurality of business masters, and the plurality of business masters distribute the data in the master database to the business databases of the plurality of business masters managed by the plurality of business masters.
And S3, the system monitors the status of data return visit update in the plurality of master databases and the plurality of service databases in real time, and randomly returns the data which is not updated in the set time to the background database or the plurality of master databases.
Step S3 specifically includes the following steps:
if detecting that any one service supervisor does not update the supervisor database within the set time or any one service operator does not update the client data field needing to be revisited in the service database within the set time, the system randomly calls out the data in the corresponding supervisor database or the service database to the background database or the supervisor database; if the fact that the client data fields needing to be revisited in the database are updated within the set time by the service supervisor or any service personnel is detected, the system can continuously monitor the revisiting and updating states of the supervisor database and the service database to the data within the set time.
The invention is illustrated below by means of two exemplary embodiments.
The first embodiment.
As shown in fig. 2, the data collection and management method for a technical transaction platform provided by the present invention includes the following steps:
and S11, collecting the customer information and saving the customer information in a background database by the system. Wherein,
the system collects and stores data which are input by a client through a PC or a mobile terminal or the like or are newly built by a customer service and contain basic information of the client, and the collected data are sequentially stored in a background database in a list form according to the time of data generation, wherein the client information contains fields of service types, technical fields, service names, contact ways, numbers, access duration of the client and the like.
The business category is related business such as trademarks, copyrights, patents and the like.
Relates to the technical fields of machinery, construction, chemistry, physics, electricity, transportation and the like.
The contact way is the hook options of QQ, telephone or WeChat, etc., and the contact way and the number are the necessary items.
The access duration is the time difference from the beginning of the client accessing the company server to the end of the access.
In addition, the system also collects and stores data which are newly established by the service staff in strange worship, client consultation and other modes and contain the basic information of the client, and the data are sequentially stored into the service database corresponding to the service staff in a list mode according to the time of data generation.
And S12, the administrator distributes the data in the database to a first supervisor database of a first business supervisor, and the first business supervisor distributes the data in the first supervisor database to the business databases of a plurality of first business supervisors.
Each piece of data is correspondingly provided with an information detail page, and the information detail page comprises information fields of a company, an address, a client grade, a demand unit, a return visit clerk, return visit content, a return visit record, next return visit time, last tracking clerk and the like of a client besides client basic information.
The customer ranks are used to distinguish the importance of each customer, and include A, B, C, D four ranks.
The requirement unit is used for expressing the requirement intention of the customers to the business, and comprises four levels of transaction clients, waiting for transactions, intention clients and involuntary direction to the clients, so that the waiters can reasonably return to the clients according to the requirement intention of each client.
The return visit salesman is the salesman or salesman who manages the data by default.
The return visit record is set to facilitate the salesmen to return visit the corresponding client, and the degree of the client's requirement for the service is known according to the previous return visit content of each salesmen returning visit the client.
The return visit content is recorded into the transaction intention condition of the return visit client in detail by the service staff, and is used as a reference when the service staff returns the visit client next time, and the return visit content is stored into the return visit record.
Setting next return visit time for reminding an operator to return visit to the clients with the corresponding bargain intentions within reasonable time, wherein the next return visit time is set by the operator according to four levels in the demand units, and the return visit limit time of the system defaults that the return visit limit time of the four levels is respectively less than or equal to 30 days for the bargain clients; the intention customers are less than or equal to 15 days; waiting for transaction less than or equal to 7 days; no intent is given to the customer for ≦ 45 days.
The detail information page is also provided with a data list of the current access client, the current access client is set by the system according to the next return visit time, and the data list is formed by taking the next return visit time as the current data according to the sequence of the set-up time and is used for reminding a servicer of the clients needing to visit today so as to avoid losing the client data.
The administrator can distribute and modify all the data collected in the background database, and can access and manage any piece of data information in the first master database or the plurality of first service databases; the first business supervisor can reasonably distribute and modify the data in the first supervisor database according to the requirements, has the right to distribute the data in the first supervisor database to any first business database, and can also call the data in any first business database to distribute to other first business personnel according to the requirements; the first operator can modify the data in the first service database, also can discard any piece of data, and can randomly return the discarded data to the background database or the first master database.
And S13, the system monitors the return visit updating state in the first master database and the plurality of first service databases in real time according to the next return visit time set in each piece of data.
S14, judging whether the data fields of the return visit content and the next return visit time in the data of the first master database or the first service databases are updated, if the data fields of the return visit content and the next return visit time in the corresponding data are updated, the system changes to S13; otherwise, go to S15.
And S15, returning the corresponding data in the first master database to the background database, and randomly calling the corresponding data in the first service database to the background database or the first master database.
When the system monitors the status of data return visit updating in the first supervisor database, if the next return visit time is reached, the system sends prompt information to remind the first service supervisor; when the system monitors the data return visit updating state in the plurality of first service databases, if the next return visit time is reached, the system simultaneously sends prompt information to remind a first service supervisor and a corresponding first operator.
Example two.
As shown in fig. 3, the data collection and management method for a technical transaction platform provided by the present invention includes the following steps:
and S21, collecting the customer information and saving the customer information in a background database by the system.
S22, the administrator distributes the data in the database to a first supervisor database of a first service supervisor and a second supervisor database of a second service supervisor; the first business supervisor distributes the data in the first supervisor database to a first business database of a plurality of first business personnel; the second business supervisor distributes the data in its second supervisor database to a second business database of a plurality of second business officers.
The administrator can distribute and modify all the data collected in the background database, and can access and manage any piece of data information in the first master database, the first service database and the second service database; the first service supervisor can reasonably distribute and modify the data in the first supervisor database according to the requirements, has the right to distribute the data in the first supervisor database to any first service database, and can also call the data in any first service database according to the requirements; the first operator can modify the data in the first service database, and can discard any data, and the discarded data is randomly returned to the background database or the first master database.
The second service supervisor can reasonably distribute and modify the data in the second supervisor database according to the requirements, has the right to distribute the data in the second supervisor database to any second service database, and can also call the data in any second service database according to the requirements; the second operator can modify the data in the second service database, and can also discard any data, and the discarded data is randomly returned to the background database or the second master database.
And S23, the system monitors the status of data return visit updating in the first master database, the second master database, the first service databases and the second service databases in real time according to the next return visit time set in each piece of data.
S24, judging whether the current return visit content and the next return visit time field in the first master database, the second master database, the plurality of first service databases and the plurality of second service databases are updated, if the next return visit time arrives, the system monitors that the current return visit content and the next return visit time in corresponding data are updated, and turning to S23; otherwise, go to S25.
And S25, returning the corresponding data in the first master database or the second master database to the background database, and randomly calling the corresponding data in the first service database or the second service database to the background database, the first master database or the second master database.
When the system monitors the status of data return visit updating in the first main database and the second main database, if the next return visit time is reached, the system sends prompt information to remind the first service main or the second service main; when the system monitors the data return visit updating state in a plurality of first service databases, if the next return visit time is reached, the system simultaneously sends prompt information to remind a first service supervisor and a corresponding first operator; when the system monitors the data return visit updating state in the plurality of second service databases, if the next return visit time is reached, the system simultaneously sends prompt information to remind a second service supervisor and a corresponding second operator.
The arrangement is to better urge the business supervisor or all business personnel to visit the clients in the database within reasonable time, meanwhile, the business supervisor also supervises the managed business personnel to visit the clients in the database within reasonable time, if the managed business personnel do not visit the maintenance clients in time, the corresponding data can randomly jump the database to wait for being redistributed to other business supervisors or business personnel for tracking access, thus not only enhancing the utilization rate of the data, but also enhancing the maintenance of the business supervisor or business personnel on the clients, and further improving the performance of the business personnel and the benefits of companies.
The invention is not limited to only comprising a first master database, a second master database, a plurality of first business databases and a plurality of second business databases, and can set a corresponding number of master databases according to the number of people in business master, a plurality of business databases which can be managed and modified are arranged under each master database, and all databases are controlled and managed by the administrator of the background database.
The present invention is not limited to the above-mentioned preferred embodiments, and any structural changes made under the teaching of the present invention shall fall within the protection scope of the present invention, which has the same or similar technical solutions as the present invention.
Claims (10)
1. A data collection and management method for a technical transaction platform is characterized by comprising the following steps:
the system collects the customer information and stores the customer information in a background database; the administrator distributes the data in the database to a master database of a plurality of service masters, and the plurality of service masters distribute the data in the corresponding master database to the service databases of the plurality of service masters managed by the plurality of service masters respectively; the system monitors the status of data return visit update in the plurality of main databases and the plurality of service databases in real time, and randomly transfers the data which are not updated with the preset fields in the set time back to the background database or the plurality of main databases.
2. The data collection and management method of technical transaction platform according to claim 1, characterized in that, the system collects and saves data including basic information of the client, which is input by the client through PC or mobile terminal, or consulted by the client and created by the customer service, and saves the data into the background database in the form of list according to the time of data generation;
the system collects and stores data which are newly built by the service staff in strange debt and client consultation modes and contain the basic information of the client, and the data are sequentially stored into the corresponding third database in a list mode according to the time of data generation.
3. The data collection and management method of technical transaction platform according to claim 2, wherein the customer basic information contains fields of business category, related to technical field, business name, contact way, number and access duration of customer;
the service category is related services such as trademarks, copyrights, patents and the like;
the related technical fields are the technical fields of machinery, construction, chemistry, physics, electricity and transportation;
the contact way is a hook option such as QQ, telephone or WeChat, and the contact way and the number are indispensable items;
the access duration is the time difference from the beginning of the client accessing the corporate network server to the end of the client accessing.
4. The data collection and management method of the technical transaction platform according to claim 3, wherein each piece of data is provided with an information detail page, the information detail page comprises the customer basic information, and further comprises the following information fields:
customer grades for distinguishing the degree of importance of each customer, including A, B, C, D four grades;
the demand unit is used for expressing the demand intention of the customers on the business, and comprises four levels of transaction clients, waiting transactions, intention clients and unintended clients;
the return visit salesman is defaulted to be a first salesman or salesman managing the data;
the system is used for facilitating the return visit of the salesmen to the corresponding client, and knowing the return visit record setting of the client demand degree on the service according to the return visit content of each salesmen to the client before;
the system is used for recording the transaction intention condition of the return visit client for the operator in detail, and is return visit content which is used as reference when the operator returns the visit client next time, and the return visit content is stored in a return visit record;
the system is used for reminding the waiter to visit the next visit time of the client in a reasonable time.
5. The data collection and management method of a technical trading platform of claim 4, wherein the technical trading platform comprises a database
Setting the next return visit time according to the demand units, wherein the system defaults that the limit time of four levels is less than or equal to 30 days for the transaction clients respectively; the intention customers are less than or equal to 15 days; waiting for transaction less than or equal to 7 days; no intent is given to the customer for ≦ 45 days.
6. The data collection and management method of a technical trading platform of claim 4, wherein the technical trading platform comprises a database
The information detail page is provided with a data list which is set by the system according to the next return visit time and is used for reminding a service person of a client needing to be visited today and is used for visiting the client today.
7. A method of data collection and management for a technical transaction platform according to claim 6, comprising the steps of:
s11, the system collects the customer information and stores the customer information in a background database;
s12, the administrator distributes the data in the database to a first supervisor database of a first business supervisor, and the first business supervisor distributes the data in the first supervisor database to the business databases of a plurality of first business supervisors;
s13, the system monitors the data return visit updating state in the first master database and the first service databases in real time according to the next return visit time set in each piece of data;
s14, judging whether the data of the first master database or the first service databases are updated, if the next return visit time is reached, monitoring that the return visit content and the next return visit time in the corresponding data are updated by the system, and turning to S15; otherwise, go to S16;
s15, the system monitors the data return visit updating state in the first master database and the plurality of first service databases according to the newly set next return visit time;
and S16, returning the corresponding data in the first master database to the background database, and randomly calling the corresponding data in the first service database to the background database or the first master database.
8. The data collection and management method of technical transaction platform according to claim 7, wherein the administrator can assign and modify all data collected in the background database, and access and manage any piece of data information in the first master database or the plurality of first business databases; the first business supervisor can reasonably distribute and modify the data in the first supervisor database according to the requirements, has the right to distribute the data in the first supervisor database to any first business database, and can also call the data in any first business database to distribute to other first business personnel according to the requirements; the first operator can modify the data in the first service database, also can discard any piece of data, and can randomly return the discarded data to the background database or the first master database.
9. A method of data collection and management for a technical transaction platform according to claim 6, comprising the steps of:
s21, the system collects the customer information and stores the customer information in a background database;
s22, the administrator distributes the data in the database to a first supervisor database of a first service supervisor and a second supervisor database of a second service supervisor; the first business supervisor distributes the data in the first supervisor database to a first business database of a plurality of first business personnel; the second business supervisor distributes the data in the second supervisor database to a second business database of a plurality of second business personnel;
s23, the system monitors the status of data return visit updating in the first master database, the second master database, the first service databases and the second service databases in real time according to the next return visit time set in each piece of data;
s24, judging whether the first master database, the second master database, the first service databases and the second service databases are updated or not, if the next return visit time arrives, monitoring that the return visit content and the next return visit time in corresponding data are updated by the system, and turning to S25; otherwise, go to S26;
s25, the system monitors the status of data return visit updating in the first main database, the second main database, the first service databases and the second service databases according to the newly set next return visit time;
and S26, returning the corresponding data in the first master database or the second master database to the background database, and randomly calling the corresponding data in the first service database or the second service database to the background database, the first master database or the second master database.
10. The data collection and management method of a technical trading platform of claim 9,
when the system monitors the status of data return visit updating in the first main database and the second main database, if the next return visit time is reached, the system sends prompt information to remind the first service main or the second service main; when the system monitors the data return visit updating state in a plurality of first service databases, if the next return visit time is reached, the system simultaneously sends prompt information to remind a first service supervisor and a corresponding first operator; when the system monitors the data return visit updating state in the plurality of second service databases, if the next return visit time is reached, the system simultaneously sends prompt information to remind a second service supervisor and a corresponding second operator.
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