CN107730217A - A kind of business model method of customer relation management - Google Patents
A kind of business model method of customer relation management Download PDFInfo
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- CN107730217A CN107730217A CN201711107088.7A CN201711107088A CN107730217A CN 107730217 A CN107730217 A CN 107730217A CN 201711107088 A CN201711107088 A CN 201711107088A CN 107730217 A CN107730217 A CN 107730217A
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- 238000007726 management method Methods 0.000 claims abstract description 72
- 238000011017 operating method Methods 0.000 claims abstract description 4
- 238000012986 modification Methods 0.000 claims description 9
- 230000004048 modification Effects 0.000 claims description 9
- 230000008676 import Effects 0.000 claims description 6
- 230000010354 integration Effects 0.000 claims description 6
- 238000012795 verification Methods 0.000 claims description 6
- 239000003086 colorant Substances 0.000 claims description 3
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- 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
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- G06Q10/10—Office automation; Time management
- G06Q10/103—Workflow collaboration or project management
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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
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- G06Q30/01—Customer relationship services
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Abstract
A kind of business model method of customer relation management, it is included in the CRM system that server end is set up, including following operating procedure：A）, system login；B）, system initialization set；C）, employee's account number log in；D）, corporate news management；E）, daily record of work；F）, workflow management；G）, cooperate；H）, group financial statements.Stable performance of the present invention, meet user's requirement, can comprehensively, for good and all preserve customer data, avoid causing customer resources to be lost in because sales force leaves office, clearly combed sale flow, key links up node real-time reminding, has pushed forward daily marketing activity comprehensively；Comprehensive data management；Any self-defined marketing service is reminded, very careful to customer care；Sale is automatically reminded to, and adds sales opportunnities；Solve corporate client's difficult management, the skimble-scamble problem of intra-company's system, popularization and application have good economic and social benefit.
Description
Technical field
The invention belongs to business model technical field, the business model method of more particularly to a kind of customer relation management.
Background technology
The rapid development of science and technology and increasingly fierce market competition, customer resources will be made to determine enterprise's victory or defeat into power
Magic weapon, the advanced means of services turn into the key got the upper hand of.
The competition of modern market is mainly manifested in the complete service to client, if possesses client and depends on enterprise and customer
Relation situation, it decides trusting degree of the customer to enterprise, and consumer trust degree is higher, and enterprise competitiveness is stronger, market
Occupation rate is bigger, and enterprise getting profit is abundanter；How to solve corporate client's difficult management so that intra-company's systematic unity into
For urgent problem.
The content of the invention
The purpose of the present invention will solve above-mentioned technical problem.
A kind of business model method of customer relation management, it is included in the CRM system that server end is set up,
CRM system includes backstage setup module, and backstage setup module includes department's architecture management module, product information pipe
Manage module, it is characterised in that：Including following operating procedure：
A）, system login：
Client inputs network address in browser, and the customer relationship of server end is logged on by obtained user name and initial password
Management system；By changing initial password, turn into the keeper of CRM system；
B）, system initialization set：
1. department's framework is set, keeper clicks on department's architecture management module in the setup module of backstage；In department's architecture management
Newly-increased department, modification department, the operation for deleting department are carried out in module；
2. product information is set, keeper clicks on Product Information Management module in the setup module of backstage；In Product Information Management
Newly-increased product, modification product, the operation for deleting product are carried out in module；
3. member's type is set, keeper clicks on membership system's setup module in the setup module of backstage, according to member's integration segment
Member's grade is set, member's grade is distinguished with different colours, different member's grades enjoy different integral coefficients, referral continues integration
Coefficient and discount；
4. workflow management is set, keeper clicks on workflow management module, fill flow path title, selection stream in the setup module of backstage
Preserved after journey type；Editor's role is clicked on, the personnel for needing flow and the personnel of auditing flow are set；The suitable of examination ＆ approval is set
Sequence；
5. adding employee's account, keeper enters administrative staff's account setup module in personnel management module；Set in personnel's account
Newly-increased account, modification account, the operation for deleting account are carried out in module；
6. select employee's rank；
C）, employee's account number log in：
A. batch customer data is imported：
1. employee clicks in my Client Model of respective account number imports data；
2. customer table template is downloaded in selection in interface；
3. after customer table template completion, click on and import；
B. customer information management：
1. employee clicks on custom fields management module in the setup module of backstage；Needs are inputted in custom fields management module to add
Title, the type added；
Situation that 2. addition order, follow-up are recorded, typing is attended a meeting；
C. dispersed customer's information is increased newly：Click on the new buttons increase client of my Client Model；
D. all order records are checked：The order record button inquiry order of my Client Model is clicked on, order is not completed, such as
Unpaid money completely, not all deliveries, order display are red；
E. client is shifted:
Labor turnover needs customer data to be transferred to colleague；
Selection needs the client shifted, clicks on transfer button, and which personnel selection is transferred under one's name, preserves；
F. customer data information is shared：
1. click on my Client Model；
2. click on the customer data to be shared；
3. clicking on@salesman's buttons, the colleague to be shared is selected, clicks on and determines；
4. after@successes, logged in by@colleague and see the client that is come by@in his workbench after software；
D）, corporate news management：
1. keeper clicks on news information management in corporate news module, button is added by clicking on, is protected after inputting news content
Deposit；
2. employee is in respective account number, it can be seen that the notice of corporate news, click can be checked；
E）, daily record of work：
1. will module clicks on addition daily record of work to employee on weekdays, examination ＆ approval supervisor is filled in；
2. the account homepage display alarm information being responsible for；
After 3. supervisor checks information, examined；
F）, workflow management：
1. keeper clicks on workflow management module in the setup module of backstage, fill flow path title, preserved after selecting flow type；
2. clicking on editor's role, the personnel for needing flow and the personnel of auditing flow are set；
3. the order of examination ＆ approval is set；
G）, cooperate：
Cooperate and be mainly used in the asking for leave, work overtime, submitting an expense account of employee, work of the order examination ＆ verification with flow, it is necessary to enter to leader
Row is write a dispatch to one's superiors asking for instructions；
1. employee clicks on the newly-built item of collaborative work module, file an application；
2. the workbench of keeper shows backlog, keeper, which clicks on, acts on behalf item, and examination ＆ verification passes through or cancelled, and cancelling needs
Reason is filled in, prompting also occurs in the workbench of employee after calcellation；
H）, group financial statements：
Keeper clicks on group financial statements button, checks sales achievement form, client tracking form.
Described step C）Share customer data information, the colleague of quilt logs in my visitor under his account number after software
Family module, click on client's button that@comes and view the client to be come by@.
Described step F）Workflow management in, when process name is asks for leave, flow type walks the personnel of flow to ask for leave
For registered personnel in all occurrences in human life management modules, the personnel of auditing flow are department manager；The order of examination ＆ approval carries for employee
Go out application, the account homepage display alarm information of supervisor, after supervisor checks information, examined.
Stable performance of the present invention, meet user requirement, can comprehensively, for good and all preserve customer data, avoid because of sales force
Leave office and cause customer resources to be lost in, clearly combed sale flow, key is linked up node real-time reminding, pushed forward comprehensively daily
Marketing activity；Comprehensive data management；Any self-defined marketing service is reminded, very careful to customer care；Sale carries automatically
Wake up, add sales opportunnities；Solve corporate client's difficult management, the skimble-scamble problem of intra-company's system, popularization and application tool
There is good economic and social benefit.
Embodiment
The invention will be further described below, but not as limitation of the present invention：
A kind of business model method of customer relation management, it is included in the CRM system that server end is set up, client
Relationship management system includes backstage setup module, and backstage setup module includes department's architecture management module, Product Information Management mould
Block, including following operating procedure：
A）, system login：
Client inputs network address in browser, and the customer relationship of server end is logged on by obtained user name and initial password
Management system；By changing initial password, turn into the keeper of CRM system；
B）, system initialization set：
1. department's framework is set, keeper clicks on department's architecture management module in the setup module of backstage；In department's architecture management
Newly-increased department, modification department, the operation for deleting department are carried out in module；
2. product information is set, keeper clicks on Product Information Management module in the setup module of backstage；In Product Information Management
Newly-increased product, modification product, the operation for deleting product are carried out in module；
3. member's type is set, keeper clicks on membership system's setup module in the setup module of backstage, according to member's integration segment
Member's grade is set, member's grade is distinguished with different colours, different member's grades enjoy different integral coefficients, referral continues integration
Coefficient and discount；
4. workflow management is set, keeper clicks on workflow management module, fill flow path title, selection stream in the setup module of backstage
Preserved after journey type；Editor's role is clicked on, the personnel for needing flow and the personnel of auditing flow are set；The suitable of examination ＆ approval is set
Sequence；
5. adding employee's account, keeper enters administrative staff's account setup module in personnel management module；Set in personnel's account
Newly-increased account, modification account, the operation for deleting account are carried out in module；
6. select employee's rank；
C）, employee's account number log in：
A. batch customer data is imported：
1. employee clicks in my Client Model of respective account number imports data；
2. customer table template is downloaded in selection in interface；
3. after customer table template completion, click on and import；
B. customer information management：
1. employee clicks on custom fields management module in the setup module of backstage；Needs are inputted in custom fields management module to add
Title, the type added；
Situation that 2. addition order, follow-up are recorded, typing is attended a meeting；
C. dispersed customer's information is increased newly：Click on the new buttons increase client of my Client Model；
D. all order records are checked：The order record button inquiry order of my Client Model is clicked on, order is not completed, such as
Unpaid money completely, not all deliveries, order display are red；
E. client is shifted:
Labor turnover needs customer data to be transferred to colleague；
Selection needs the client shifted, clicks on transfer button, and which personnel selection is transferred under one's name, preserves；
F. customer data information is shared：
1. click on my Client Model；
2. click on the customer data to be shared；
3. clicking on@salesman's buttons, the colleague to be shared is selected, clicks on and determines；
4. after@successes, logged in by@colleague and see the client that is come by@in his workbench after software；
D）, corporate news management：
1. keeper clicks on news information management in corporate news module, button is added by clicking on, is protected after inputting news content
Deposit；
2. employee is in respective account number, it can be seen that the notice of corporate news, click can be checked；
E）, daily record of work：
1. will module clicks on addition daily record of work to employee on weekdays, examination ＆ approval supervisor is filled in；
2. the account homepage display alarm information being responsible for；
After 3. supervisor checks information, examined；
F）, workflow management：
1. keeper clicks on workflow management module in the setup module of backstage, fill flow path title, preserved after selecting flow type；
2. clicking on editor's role, the personnel for needing flow and the personnel of auditing flow are set；
3. the order of examination ＆ approval is set；
G）, cooperate：
Cooperate and be mainly used in the asking for leave, work overtime, submitting an expense account of employee, work of the order examination ＆ verification with flow, it is necessary to enter to leader
Row is write a dispatch to one's superiors asking for instructions；
1. employee clicks on the newly-built item of collaborative work module, file an application；
2. the workbench of keeper shows backlog, keeper, which clicks on, acts on behalf item, and examination ＆ verification passes through or cancelled, and cancelling needs
Reason is filled in, prompting also occurs in the workbench of employee after calcellation；
H）, group financial statements：
Keeper clicks on group financial statements button, checks sales achievement form, client tracking form；
Described step C）Share customer data information, the colleague of quilt logs in my client's mould under his account number after software
Block, click on client's button that@comes and view the client to be come by@；
Described step F）Workflow management in, when process name is asks for leave, for flow type to ask for leave, the personnel for walking flow are institute
There are registered personnel in occurrences in human life management module, the personnel of auditing flow are department manager；The order of examination ＆ approval is that employee proposes Shen
Please, the account homepage display alarm information of supervisor, after supervisor checks information, examined.
When it is implemented, the software of the present invention is realized using standard technique framework, it is divided into three levels：Expression layer, business
Logical layer, data Layer, there is good expansion；Become apparent from project structure, the division of labor it is clearer and more definite, be advantageous to the later stage maintenance and
Upgrading；
Comprehensive data management：Can easily to the essential information of client and client, purchase information, follow-up service information and
Every fingering row comprehensive management such as adjustment information；
Any self-defined marketing service is reminded, very careful to customer care：Comprehensive customer information is provided, includes the base of client
This data, contract situation, client's returned money, task schedule, the sales opportunnities of client, tracking situation etc., sale and customer service
Personnel can recognize the characteristic of each client at any time, realize customized customer care, contribute to enterprise to attract new client, keep here
Frequent customer, enterprise competitiveness, laid the first stone for the long-term more preferable development faster of enterprise；
Sale is automatically reminded to, and increases sales opportunnities：Client that the client that celebrates a birthday daily, product will be finished, need what is paid a return visit
Client, it is very clear, greatly increase multiple purchase chance！
The above embodiment of the present invention, it is only to clearly demonstrate examples of the invention, but is not limited to the present invention's
Protection domain, all equivalent technical schemes fall within scope of the invention, and scope of patent protection of the invention should be weighed by items
Profit requires to limit.
Claims (3)
1. a kind of business model method of customer relation management, it is included in the CRM system that server end is set up, visitor
Family relationship management system includes backstage setup module, and backstage setup module includes department's architecture management module, Product Information Management
Module, it is characterised in that：Including following operating procedure：
A）, system login：
Client inputs network address in browser, and the customer relationship of server end is logged on by obtained user name and initial password
Management system；By changing initial password, turn into the keeper of CRM system；
B）, system initialization set：
1. department's framework is set, keeper clicks on department's architecture management module in the setup module of backstage；In department's architecture management
Newly-increased department, modification department, the operation for deleting department are carried out in module；
2. product information is set, keeper clicks on Product Information Management module in the setup module of backstage；In Product Information Management
Newly-increased product, modification product, the operation for deleting product are carried out in module；
3. member's type is set, keeper clicks on membership system's setup module in the setup module of backstage, according to member's integration segment
Member's grade is set, member's grade is distinguished with different colours, different member's grades enjoy different integral coefficients, referral continues integration
Coefficient and discount；
4. workflow management is set, keeper clicks on workflow management module, fill flow path title, selection stream in the setup module of backstage
Preserved after journey type；Editor's role is clicked on, the personnel for needing flow and the personnel of auditing flow are set；The suitable of examination ＆ approval is set
Sequence；
5. adding employee's account, keeper enters administrative staff's account setup module in personnel management module；Set in personnel's account
Newly-increased account, modification account, the operation for deleting account are carried out in module；
6. select employee's rank；
C）, employee's account number log in：
A. batch customer data is imported：
1. employee clicks in my Client Model of respective account number imports data；
2. customer table template is downloaded in selection in interface；
3. after customer table template completion, click on and import；
B. customer information management：
1. employee clicks on custom fields management module in the setup module of backstage；Needs are inputted in custom fields management module to add
Title, the type added；
Situation that 2. addition order, follow-up are recorded, typing is attended a meeting；
C. dispersed customer's information is increased newly：Click on the new buttons increase client of my Client Model；
D. all order records are checked：The order record button inquiry order of my Client Model is clicked on, order is not completed, such as
Unpaid money completely, not all deliveries, order display are red；
E. client is shifted:
Labor turnover needs customer data to be transferred to colleague；
Selection needs the client shifted, clicks on transfer button, and which personnel selection is transferred under one's name, preserves；
F. customer data information is shared：
1. click on my Client Model；
2. click on the customer data to be shared；
3. clicking on@salesman's buttons, the colleague to be shared is selected, clicks on and determines；
4. after@successes, logged in by@colleague and see the client that is come by@in his workbench after software；
D）, corporate news management：
1. keeper clicks on news information management in corporate news module, button is added by clicking on, is protected after inputting news content
Deposit；
2. employee is in respective account number, it can be seen that the notice of corporate news, click can be checked；
E）, daily record of work：
1. will module clicks on addition daily record of work to employee on weekdays, examination ＆ approval supervisor is filled in；
2. the account homepage display alarm information being responsible for；
After 3. supervisor checks information, examined；
F）, workflow management：
1. keeper clicks on workflow management module in the setup module of backstage, fill flow path title, preserved after selecting flow type；
2. clicking on editor's role, the personnel for needing flow and the personnel of auditing flow are set；
3. the order of examination ＆ approval is set；
G）, cooperate：
Cooperate and be mainly used in the asking for leave, work overtime, submitting an expense account of employee, work of the order examination ＆ verification with flow, it is necessary to enter to leader
Row is write a dispatch to one's superiors asking for instructions；
1. employee clicks on the newly-built item of collaborative work module, file an application；
2. the workbench of keeper shows backlog, keeper, which clicks on, acts on behalf item, and examination ＆ verification passes through or cancelled, and cancelling needs
Reason is filled in, prompting also occurs in the workbench of employee after calcellation；
H）, group financial statements：
Keeper clicks on group financial statements button, checks sales achievement form, client tracking form.
A kind of 2. business model method of customer relation management according to claim 1, it is characterised in that：Described step
C）Share customer data information, the colleague of quilt logs in my Client Model under his account number after software, clicks on
Client's button views the client to be come by@.
A kind of 3. business model method of customer relation management according to claim 1, it is characterised in that：Described step
F）Workflow management in, when process name is asks for leave, for flow type to ask for leave, the personnel for walking flow are all occurrences in human life management modules
In registered personnel, the personnel of auditing flow are department manager；The order of examination ＆ approval is filed an application for employee, and the account of supervisor is first
Page display alarm information, after supervisor checks information, is examined.
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| CN201711107088.7A CN107730217A (en) | 2017-11-10 | 2017-11-10 | A kind of business model method of customer relation management |
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Family
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| CN201711107088.7A Pending CN107730217A (en) | 2017-11-10 | 2017-11-10 | A kind of business model method of customer relation management |
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Cited By (10)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN109389368A (en) * | 2018-10-10 | 2019-02-26 | 上海找油信息科技有限公司 | A kind of oiling marketing management system |
| CN109583971A (en) * | 2018-12-14 | 2019-04-05 | 平安城市建设科技(深圳)有限公司 | Member's system management method, apparatus, equipment and computer readable storage medium |
| CN109858933A (en) * | 2019-02-28 | 2019-06-07 | 广州壹豆网络科技有限公司 | A kind of social activity client relation management method, equipment and system |
| CN110942283A (en) * | 2019-11-19 | 2020-03-31 | 福州市仓山区安聊科技有限公司 | Enterprise intelligent business card management method |
| CN111597519A (en) * | 2020-04-15 | 2020-08-28 | 杭州优行科技有限公司 | Customer data storage method and device based on customer management system, electronic equipment and storage medium |
| CN111626703A (en) * | 2020-05-23 | 2020-09-04 | 廖大超 | Event-recording accounting counting project management system based on item form |
| CN111950024A (en) * | 2020-08-14 | 2020-11-17 | 上海弘快科技有限公司 | System platform capable of realizing electronic material management |
| CN112308506A (en) * | 2020-10-19 | 2021-02-02 | 北京金山云网络技术有限公司 | Flow information processing method and device, storage medium and electronic equipment |
| CN114819982A (en) * | 2021-01-29 | 2022-07-29 | 杭州畅学网络科技有限公司 | Management system and method for preventing resource loss of customers |
| CN116339583A (en) * | 2023-05-29 | 2023-06-27 | 中科科界(北京)科技有限公司 | Configuration method of member approval process |
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| CN109583971A (en) * | 2018-12-14 | 2019-04-05 | 平安城市建设科技(深圳)有限公司 | Member's system management method, apparatus, equipment and computer readable storage medium |
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| CN110942283A (en) * | 2019-11-19 | 2020-03-31 | 福州市仓山区安聊科技有限公司 | Enterprise intelligent business card management method |
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| CN111626703A (en) * | 2020-05-23 | 2020-09-04 | 廖大超 | Event-recording accounting counting project management system based on item form |
| CN111950024A (en) * | 2020-08-14 | 2020-11-17 | 上海弘快科技有限公司 | System platform capable of realizing electronic material management |
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| CN114819982A (en) * | 2021-01-29 | 2022-07-29 | 杭州畅学网络科技有限公司 | Management system and method for preventing resource loss of customers |
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