CN107742187A - ERP sells objective insurance system - Google Patents
ERP sells objective insurance system Download PDFInfo
- Publication number
- CN107742187A CN107742187A CN201711051226.4A CN201711051226A CN107742187A CN 107742187 A CN107742187 A CN 107742187A CN 201711051226 A CN201711051226 A CN 201711051226A CN 107742187 A CN107742187 A CN 107742187A
- Authority
- CN
- China
- Prior art keywords
- customer information
- information
- database
- typing
- salesman
- Prior art date
- Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
- Pending
Links
- 238000012545 processing Methods 0.000 claims abstract description 106
- 238000012546 transfer Methods 0.000 claims abstract description 81
- 230000004044 response Effects 0.000 claims abstract description 17
- 238000003860 storage Methods 0.000 claims description 18
- 238000005065 mining Methods 0.000 abstract description 2
- 239000002699 waste material Substances 0.000 abstract description 2
- 230000002262 irrigation Effects 0.000 abstract 1
- 238000003973 irrigation Methods 0.000 abstract 1
- 238000007726 management method Methods 0.000 description 5
- 238000004519 manufacturing process Methods 0.000 description 4
- 238000010586 diagram Methods 0.000 description 3
- 238000012423 maintenance Methods 0.000 description 3
- 238000000034 method Methods 0.000 description 3
- 238000013439 planning Methods 0.000 description 3
- 230000008569 process Effects 0.000 description 3
- 238000012795 verification Methods 0.000 description 3
- 238000009412 basement excavation Methods 0.000 description 2
- 238000007599 discharging Methods 0.000 description 2
- 238000009826 distribution Methods 0.000 description 2
- 238000009825 accumulation Methods 0.000 description 1
- 230000009471 action Effects 0.000 description 1
- 230000009286 beneficial effect Effects 0.000 description 1
- 230000000739 chaotic effect Effects 0.000 description 1
- 238000013523 data management Methods 0.000 description 1
- 238000005516 engineering process Methods 0.000 description 1
- 230000007774 longterm Effects 0.000 description 1
- 230000014759 maintenance of location Effects 0.000 description 1
- 238000012986 modification Methods 0.000 description 1
- 230000004048 modification Effects 0.000 description 1
- 238000012360 testing method Methods 0.000 description 1
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06Q10/063—Operations research, analysis or management
- G06Q10/0631—Resource planning, allocation, distributing or scheduling for enterprises or organisations
-
- 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
- G06Q30/00—Commerce
- G06Q30/01—Customer relationship services
- G06Q30/015—Providing customer assistance, e.g. assisting a customer within a business location or via helpdesk
- G06Q30/016—After-sales
Landscapes
- Business, Economics & Management (AREA)
- Human Resources & Organizations (AREA)
- Engineering & Computer Science (AREA)
- Economics (AREA)
- Strategic Management (AREA)
- Marketing (AREA)
- Entrepreneurship & Innovation (AREA)
- Physics & Mathematics (AREA)
- General Business, Economics & Management (AREA)
- General Physics & Mathematics (AREA)
- Development Economics (AREA)
- Theoretical Computer Science (AREA)
- Accounting & Taxation (AREA)
- Educational Administration (AREA)
- Finance (AREA)
- Game Theory and Decision Science (AREA)
- Operations Research (AREA)
- Quality & Reliability (AREA)
- Tourism & Hospitality (AREA)
- Management, Administration, Business Operations System, And Electronic Commerce (AREA)
Abstract
The invention discloses a kind of ERP to sell objective insurance system, solve information of the sales force of current enterprise when carrying out Customer mining and follow-up between client to be difficult to timely carry out intercommunication, easily there is customer information intersection, labor waste and the drawbacks of be unfavorable for client's cooperation, its drip irrigation device is to include according to different unique identifying informations to log in and obtain the login module of access right, for storing the global data base of customer information, the salesman's database for being responsible for the customer information of client for storing each salesman, for storing the public database of customer information;Also include the shift module of Output transfer instruction, the processing module in response to transfer instruction to store in salesman's database corresponding to selected customer information out of public database is transferred to and delete the customer information for being transferred transfer out of public database, the ERP of the present invention sells objective insurance system, one-to-one follow-up processing can be accomplished to customer information, avoid more people from following up.
Description
Technical field
The present invention relates to ERP system, more particularly to ERP sells objective insurance system.
Background technology
Enterprise Resources Plan is ERP (Enterprise-Resource-Planning), public by U.S. Gartner Group
Take charge of and proposed in nineteen ninety.Enterprise Resources Plan is MRP II(Enterprise's manufacturing resources planning)Follow-on manufacturing industry system and resource
Planning software.In addition to the functions such as the existing manufacturing resource plannings of MRP II, manufacture, finance, sale, buying, also quality pipe
Reason, laboratory room managing, BPM, product data management, stock, distribution and transportation management, human resource management and fixed
Phase reporting system.At present, be extended in the implication representated by China ERP, for all kinds of softwares of enterprise, completely by
Include ERP category.It has jumped out traditional forms of enterprises border, goes to optimize the resource of enterprise from supply chain scope, is passed through based on network
The generation information system in Ji epoch.It is mainly used in improving business events flow path to improve the core competitiveness of enterprise.
Traditional sales management pattern is then to carry out customer information registration by papery, and customer information is easily chaotic, sale
The intercommunication of information between personnel is underground, inconvenient, the problem of very big be present for customer account management.It is current then network can be passed through
The typing to customer information is realized using ERP, with the processing for facilitating the arrangement of customer information and facilitating sales force.
At present the sales force of enterprise carry out Customer mining and follow-up when, sales force individually excavated mostly with
Enter, the information between client is difficult to timely carry out intercommunication, easily causes multidigit sales force while excavates the same visitor of follow-up
Family, the information occurred between multiple sales forces is intersected, if carrying out excavation follow-up for the multiple sales forces of same client,
One causes the duplication of labour between enterprise marketing personnel, causes the waste of resource and reduces operating efficiency;Secondly for
Customer can occur same information and be caused confusion by multiple informed, multi-party excavation follow-up can also produce bad body for client
Test, cause the puzzlement signed a bill, follow-up cooperation can be then influenceed when serious.
The content of the invention
It is an object of the invention to provide ERP to sell objective insurance system, can accomplish one-to-one follow-up processing to customer information, avoid
More people's follow-ups.
The present invention above-mentioned technical purpose technical scheme is that:
A kind of ERP sells objective insurance system, includes according to different unique identifying informations to log in and obtain stepping on for access right
Module, the global data base for storing customer information are recorded, the global data base, which includes, some to be independently used for storing each pin
The person of selling is responsible for salesman's database of the customer information of client, the public database for storing customer information;
Also include shift module that the access right according to acquired in corresponding salesman instruct with Output transfer, in response to shifting
Instruction is stored and will adjusted so that selected customer information out of public database is transferred in corresponding salesman's database
The processing module for taking the customer information of transfer to be deleted out of public database.
Using such scheme, according to the different to obtain the different rights to use of the unique identifying information exported in login module
Limit and realize logon operation, salesman can grasp according to the access right of oneself to each self-corresponding salesman's database
Make so that each salesman can be realized from public database by the input and output of the transfer instruction of shift module shifts client
Information to corresponding salesman's database operation, processing module can be carried out when in response to transfer instruction transfer transfer and
Corresponding customer information is deleted from public database, with the customer information that to be transferred not stored in common data
Storehouse and salesman's database corresponding to being only stored in, so cause it is independent not right in the shift module public database to be shifted
The customer information for the salesman's transfer answered can be transferred, and correspond to the customer information after shifting then by corresponding salesman's data
Library storage, the situation for avoiding multiple salesmen from carrying out follow-up storage to same client simultaneously occur, and realize corporate client information
It is one-to-one.
Preferably, also include access right according to acquired in corresponding salesman with typing customer information and export record
Enter the recording module of instruction, the processing module is additionally in response to typing instruction and sold so that the customer information of typing is stored to corresponding
Member's database.
Using such scheme, recording module realizes the output of typing instruction, processing by the access right of corresponding salesman
Module can instruct in response to typing and realize the processing directly entered to customer information to salesman's database is corresponded to, to look forward to
Industry can be completed newly to add the typing of customer information.
Temporary temporary subdata base, the place are carried out to the customer information of salesman's typing preferably, also including
Reason module transfers the customer information of global data base after receiving typing instruction and the customer information of the temporary subdata base of typing is carried out
Compare, when the customer information that typing is kept in subdata base is identical with any customer information stored in global data base,
The processing module directly deletes the customer information of typing from temporary subdata base;When the client of subdata base is kept in typing
When information differs with all customer informations stored in global data base, typing is kept in subdata by the processing module
Storehouse customer information stores to corresponding salesman's database and the customer information is deleted out of temporary subdata base.
Using such scheme, temporary subdata base can be kept in the customer information of new typing, and processing module receives
The operation that the customer information of typing is compared with global data base when typing instructs, can be realized to typing customer information
Duplicate checking processing, and then corresponding customer information deleted in temporary subdata base is simultaneously when comparing out identical customer information
Stop the operation being stored to salesman's database, the customer information for avoiding global data base from duplicating, to ensure the overall situation
The separate single one of each customer information in database, avoid multiple typing storage and the storage of more people follow-up.
Preferably, also include according to the access right acquired in corresponding salesman with export follow-up more new command with
Enter module, salesman's database is also stored with fresh information, and the processing module is additionally in response to follow-up more new command to incite somebody to action
Fresh information is stored to corresponding salesman's database.
Using such scheme, follow-up module, which is matched with processing module, can realize that salesman is right to oneself according to access right
The client in salesman's database is answered to carry out the renewal storage of later stage follow-up situation information, to facilitate salesman to customer information
Management, fresh information carry out storage and are easy to transferring for later stage to check, can effectively record the maintenance and processing for being easy to client.
Preferably, the processing module is set with follow-up reference period, when follow-up module is in more entering in reference period not
Output follow-up more new command to processing module with to processing module carry out cycle reset when, the processing module transfer and shift in
More enter the customer information of non-typing fresh information in reference period to public database and deleted out of corresponding salesman's database
Except the customer information.
Using such scheme, the follow-up reference period of processing module setting can be sentenced to the signal output for the module that follows up
It is disconnected, and public database is transferred to and from the pin from corresponding salesman's database to the customer information beyond follow-up reference period
The person's of selling database is deleted, and is exercised supervision processing with handling each salesman the follow-up situation of client, avoid client's long-time not by
Follow-up causes the loss of client, realizes stable follow-up and maintenance to each client.
Preferably, also include the release mould that the access right according to acquired in corresponding salesman releases order to export
Block, the processing module are additionally in response to release order so that the customer information of selection is transferred into transfer from corresponding salesman's database
Deleted to public database and from corresponding salesman's database.
Using such scheme, release module can according to access right export to release order to processing module, and
Processing module corresponding can be carried out in response to the customer information for choosing salesman from corresponding salesman's database that releases order
Public database and the processing deleted from corresponding salesman's database are transferred to, to enable the autonomous realization of each salesman
To follow up client selection and processing, avoid the occurrence of a certain client corresponding to salesman go wrong can not with so that other sale
The situation that member can not shift follow-up occurs, and reasonably distributes customer information, reduces the appearance of problem.
Preferably, salesman's database also includes a client's letter for being used to recording and storing release module release
The recording sub-data storehouse of breath, when the processing module is from public database transfer customer information to corresponding salesman's database,
The processing module transfers in the recording sub-data storehouse of the salesman customer information and with being selected out of public database to carry out
The customer information of transfer is compared one by one, when the customer information of shift module selection in the recording sub-data storehouse be present,
The processing module stops the transfer of the customer information.
Using such scheme, recording sub-data storehouse can correspond to the customer information that each salesman's database is discharged
Record storage, and processing module is compared the customer information recording sub-data storehouse of transfer when carrying out transfer operation
Pair and avoid discharging the transfer operation again of salesman's database of the customer information, effectively avoid being released client again
The situation for being transferred to salesman's database occurs, while the situation for avoiding discharging again after the multiple transfer of customer information occurs,
Avoid the elongation for client's process cycle.
Preferably, the processing module is set with one according to transfer of the output time of transfer instruction as transfer sequence
Priority, when multiple salesmen are successively instructed to processing module by shift module Output transfer, the processing module is preferred
Selection is transferred to salesman's database of first Output transfer instruction with the customer information shifted.
Using such scheme, the time that the setting of the transfer priority of processing module instructs according to Output transfer is arranged
Sequence so that when the situation for multiple salesman's transfer operations occur in the process cycle of entirety occurs, can effectively avoid same
The situation that one customer information is repeatedly shifted occurs and is avoided that to occur shifting the contradiction between intersection and each salesman, behaviour
Make more directly perceived, just.
Have preferably, the customer information comprises at least:Business license information, company's full name information, company are in detail
Location information, associated person information and telephone number information;The processing module is set with a typing priority and one-level typing is preferential
Level is business license information, is also set with parallel typing priority and parallel typing priority includes company's full name information, public affairs
Take charge of better address information, associated person information and telephone number information;The processing module transfers global number after receiving typing instruction
It is compared when being compared according to the customer information in storehouse with the customer information of temporary subdata base according to typing priority, when preferential
Compare out business license information it is consistent when then complete and stop typing comparison.
Using such scheme, content setting typing priority that customer information includes, to cause processing module carrying out visitor
When transferring comparison of family information, orderly comparison can be carried out according to typing priority, and business license information is classified as
One-level typing priority, to cause the comparison of first time to be compared according to most full information, the week transferred is compared to reduce
Phase.
Preferably, the visitor that the global data base also includes the customer information that cooperation has been completed for storing protects data
Storehouse;The processing module, which can be transferred, to be compared while is stopped in visitor's guarantor's database with the customer information for protecting visitor in database
The transfer of customer information and again typing are to global data base.
Using such scheme, the also included visitor of global data base protects database and entered with salesman's database and public database
Row is distinguished for storing the customer information cooperated, and then is enabled in typing to having cooperated to obtain customer information
Can relate to transfer and compare, and simultaneously processing module avoid visitor protect in database customer information must shift and typing again,
Avoid obtaining client multiple typing and repeat the processing that must follow up, beneficial to the later maintenance of client.
In summary, the invention has the advantages that:
The transfer of the customer information in public database can be realized by shift module and processing module, processing module is to turning
The processing that the customer information of shifting is deleted out of public database causes each customer information to be only capable of being transferred to corresponding to one
Handled in salesman's database, to avoid the situation of more people's follow-ups from occurring, realize the one-to-one of customer information, be easy to safeguard
Corporate client;
By the setting of processing module and recording module, the typing processing of the customer information of new client can be realized, and handles mould
The comparison operation of block can effectively avoid repeating already present customer information in typing global data base, to cause global data
Existing customer information is independent and single in storehouse, avoids the occurrence of the situation of more people's follow-ups;
Follow-up module is matched with setting for processing module can be to each salesman from responsible client's in the case of of being followed up
To supervision and handling, customer issue and loss caused by not following up for a long time are avoided;
The setting that release module is matched with processing module can realize the reasonable distribution of client so that salesman can select client
Other salesmen that are freed for carry out selection transfer, avoid salesman from going wrong when handling client and cause visitor when being difficult to continue
The problem of family can not be handled by other salesmen occurs.
Brief description of the drawings
Fig. 1 is the total system FB(flow block) that ERP sells objective insurance system;
Fig. 2 is the system block diagram of global data base;
Fig. 3 is the schematic diagram of login module;
Fig. 4 is the FB(flow block) of transfer processing operation;
Fig. 5 is the FB(flow block) of typing processing operation;
Fig. 6 is that customer information typing compares FB(flow block);
Fig. 7 is the FB(flow block) of follow-up processing operation;
Fig. 8 is the block diagram of release processing operation.
Embodiment
The present invention is described in further detail below in conjunction with accompanying drawing.
A kind of ERP disclosed in the present embodiment sells objective insurance system, as shown in figure 1, include according to unique identifying information with
Login module, the global data base for storing customer information of access right are obtained, is also included according to the right to use obtained
Limit carry out transfer instruction output shift module, according to obtain access right carry out typing instruction output recording module, according to
According to the access right of acquisition release order the release module of output, and can instruct and release in response to transfer instruction, typing
Instruction is put to carry out the processing mould of corresponding transfer, typing and release operation respectively to the customer information in global data base
Block.
As shown in Fig. 2 global data base include for store customer information public database, visitor protect database and
Salesman's database, public database, visitor protect database and salesman's databases storage customer information independently of each other and
It is not overlapping between each other.Salesman's database is provided with some and corresponded in each salesman independently to carry out storing each sale
The responsible customer information of member;Visitor protects databases and contains the customer information for having completed cooperation;Public database is then used for
All customer informations in addition to salesman's database and visitor protect database in global data base are stored, which includes from leaving office
The customer information of release in salesman's database of personnel.Customer information includes and is not limited to business license information, company's full name
Information, company's better address information, associated person information, telephone number information and site information.Business license information then includes
There are the title registered on business license, unified social credibility code, type, residence, legal representative, business time limit etc..Company
Full name information and company's better address information then need consistent with business license.
As shown in figure 3, login module can use login page built-in in system, pass through the account being uniquely correspondingly arranged
Information and encrypted message obtain access right as unique identifying information, can also be entered in addition by other external login mode
Row register, including and it is not limited to fingerprint recognition pattern, recognition of face pattern, iris recognition pattern, speech recognition mode etc..
Can be by mobile terminals such as computer, mobile phone, pad, by account information and encrypted message, internally database is stored, and is being entered
Row carries out transferring comparison to realize register when logging in.
As shown in figure 4, being processing module in response to shift module, the customer information chosen is turned out of public database
Transfer flow figure corresponding to moving in salesman's database.Shift module can be sold after obtaining access right according to corresponding
The transfer operation of personnel carries out the output of transfer instruction, and sales force can select to choose a certain client's letter out of public database
Cease and Output transfer instruction by salesman database of the processing module to corresponding access right to carry out transfer operation, handle mould
When block receives transfer instruction, the customer information in requisition for transfer will be transferred out of public database and stored to corresponding sale
In member's database, while the customer information for choosing transfer is deleted out of public database after storage is transferred in completion, with
Realize that the client of transfer is only capable of salesman corresponding to after being transferred and carries out follow-up processing, avoid being carried out simultaneously by multiple salesmen
Transfer follow-up.Processing module in response to transfer instruction before transfer operation is carried out, and system will carry out examination & verification processing, and system passes through
The processing that internal database carries out data needs cycle regular hour, may then occur again within cycle this period more
Individual salesman is to having applied for that the customer information of transfer carries out transfer application operation again.Corresponding, processing module is provided with one
Awarded according to the output time of transfer instruction as the transfer priority of transfer sequence with carrying out processing, when the time cycle in examination & verification
Interior several salesmen's progress transfer operations occur, processing module is according to transfer priority, and customer information to be transferred turns by corresponding to
Salesman's database of first Output transfer instruction, while the transfer operation that Output transfer instructs after stopping are moved to, and it is excellent
Choosing is provided with terminal display module, and processing module output stops transinformation to corresponding terminal display module with to corresponding pin
The person of selling is reminded.
As shown in figure 5, for processing module by customer information carry out typing processing when typing flow chart.Recording module obtains
The output of typing instruction can be carried out after access right according to the typing operation of salesman people.Sales force can be by the visitor of new client
The typing that family information enters row information to salesman's database of corresponding authority operates.Include in each salesman's database and be used for
Temporary temporary subdata base is carried out to the customer information of salesman's typing, when processing module receives typing instruction, will be temporarily stored in
Customer information in temporary subdata base is compared with the customer information in global data base, by one by one successively from global number
It is compared according to customer information is transferred in storehouse with the customer information of typing in temporary subdata base, judges the client of salesman's typing
Whether information is existing, and when processing module compares out identical customer information, processing module stops subsequently believing client
Breath is stored to the operation of corresponding salesman's database, and the customer information being temporarily stored in temporary subdata base is deleted
Operation;When processing module does not compare identical customer information, then corresponding customer information is adjusted out of temporary subdata base
Take and store to deleting in salesman's database of corresponding access right while out of temporary subdata base the customer information.
As shown in fig. 6, for transfer when customer information is compared when flow chart.It is compared to customer information
When, the information included according to customer information is compared, and processing module is provided with the typing priority for comparison, will seek
Industry license information is set as one-level typing priority, preferred when being compared and license information of preferentially carrying on the business ratio
Right, secondly company's full name information, company's better address information, associated person information and telephone number information are that parallel typing is preferential
Level, do further compare and ensure, and during for customer information typing, to ensure that the customer information of typing storage is effective, processing
Also each information of the business license information of one-level typing priority successively with parallel typing priority will be compared for module, when
Occur information in parallel typing priority and one-level typing priority business license information there is any discrepancy it is different when, then judge visitor
Family information is invalid, stops typing storage, to ensure that the customer information in global data base is correct and effective.Customer profile data is also
It is stored with site information, site information includes website full name information and website information, and customer profile data is extremely in database
More storages one group of corresponding website full name information and website information, when more site informations occurs in same client, then need
Processing module is individually judged site information and corresponded in global data base in customer profile data individually to deposit
Storage.
As shown in fig. 7, it is the follow-up process chart to be followed up to salesman during processing client circumstances.Include and correspond to pin
Access right acquired in the person of selling is to export the follow-up module of more new command, and corresponding to containing in salesman's databases more
Fresh information, fresh information are independently correspondingly arranged one by one corresponding to customer information, and during salesman's input more new command, processing module
Corresponding fresh information is stored, processing module is set with a follow-up in response to more new command corresponding to each fresh information
Reference period, and a corresponding follow-up reference period cycle of progress is answered when processing module receives once more new command
Position, when processing module does not receive more new command in the reference period that follows up, then it is right to transfer fresh information institute for processing module
The customer information answered simultaneously inverts shifting and stored to public database, while visitor corresponding to deleting out of corresponding salesman's database
Family information, retain fresh information, to prevent client is long-term from not causing accumulation to forget by follow-up, the operation for inverting shifting then causes other
Salesman can have an opportunity to shift and follow up again.With reference to figure 4, while the visitor that processing module is also transferred to salesman's database
Family information is provided with and selects priority again, and select again priority prior to shift priority, when transfer examination & verification time cycle in, it is more
Individual salesman application and transfer instruction have input to processing module to same customer information, if wherein have in multiple salesmen because
It is newest not follow-up reference period in be updated information storage and by reversion move the customer information corresponding salesman's data
Storehouse, this salesman's databases contain fresh information, then processing module preferably so far sells customer information transfer storage
Member's database.
As shown in figure 8, releasing for the customer information in salesman's database of corresponding access right is carried out for corresponding salesman
The flow chart put.Salesman can pass through release module according to access right to the customer information in corresponding salesman's database
The output released order, discharged with customer information corresponding to being carried out by processing module to the processing of public database.When
When salesman chooses a certain customer information in salesman's database of corresponding access right to be released order to export, processing module
In response to releasing order and being transferred out of corresponding customer information and corresponding fresh information and being transferred out of salesman database
And store to public database, while customer information and fresh information are deleted out of this salesman's database.With reference to figure 4,
Also include a record for being used to recording and storing the customer information from corresponding salesman's database release in salesman's database
Subdata base, the customer information in recording sub-data storehouse can only store appointing in business license information or parallel typing priority
One information and preferred storage business license information.When corresponding salesman applies for shifting customer information out of public database, place
Reason module will transfer the visitor in customer information and public database in the recording sub-data storehouse in corresponding salesman's database
Family information compares, and in transfer in stop recording subdata base already present customer information transfer, and processing module is turning
It will carry out evading division processing before moving, to avoid the transfer and release that repeat.
The customer information that processing module can be protected in database to visitor carries out transferring comparison, while is grasped in transfer and typing
When making, by the customer information shifted and typing visitor is protected in database again carries out stopping transfer, typing operates.
This specific embodiment is only explanation of the invention, and it is not limitation of the present invention, people in the art
Member can make the modification of no creative contribution to the present embodiment as needed after this specification is read, but as long as at this
All protected in the right of invention by Patent Law.
Claims (10)
1. a kind of ERP sells objective insurance system, it is characterized in that:Include is made according to different unique identifying informations with logging in and obtaining
With the login module of authority, the global data base for storing customer information, the global data base includes some independent use
It is responsible for salesman's database, the common data for storing customer information of the customer information of client in each salesman of storage
Storehouse;
Also include shift module that the access right according to acquired in corresponding salesman instruct with Output transfer, in response to shifting
Instruction is stored and will adjusted so that selected customer information out of public database is transferred in corresponding salesman's database
The processing module for taking the customer information of transfer to be deleted out of public database.
2. ERP according to claim 1 sells objective insurance system, it is characterized in that:Also include and obtained according to corresponding salesman
The access right taken is with typing customer information and exports the recording module of typing instruction, and the processing module is additionally in response to typing and referred to
Make so that the customer information of typing is stored to corresponding salesman's database.
3. ERP according to claim 2 sells objective insurance system, it is characterized in that:Also include the client to salesman's typing
Information carries out temporary temporary subdata base, and the processing module receives the customer information that global data base is transferred after typing instructs
The customer information that subdata base is kept in typing is compared, and customer information and global data in subdata base are kept in when typing
When any customer information stored in storehouse is identical, the processing module directly deletes the visitor of typing from temporary subdata base
Family information;All customer informations for having stored in the customer information and global data base of subdata base are kept in when typing to differ
When, typing is kept in subdata base customer information and stored to corresponding salesman's database and from temporary subnumber by the processing module
According to deleting the customer information in storehouse.
4. ERP according to claim 2 sells objective insurance system, it is characterized in that:Also include and obtained according to corresponding salesman
The access right taken is with typing fresh information and exports the follow-up module of more new command, and the processing module is additionally in response to renewal and referred to
Make so that fresh information is stored to corresponding salesman's database.
5. ERP according to claim 4 sells objective insurance system, it is characterized in that:The processing module is set with follow-up benchmark
Cycle, when follow-up module is all to be carried out to processing module to processing module in more entering in reference period not exporting follow-up more new command
When phase resets, the processing module is transferred and shifted in more entering the customer information of non-typing fresh information in reference period to public
Database simultaneously deletes the customer information out of corresponding salesman's database.
6. ERP according to claim 2 sells objective insurance system, it is characterized in that:Also include and obtained according to corresponding salesman
The release module that the access right taken is released order with exporting, the processing module are additionally in response to release order with by the visitor of selection
Family information is transferred from corresponding salesman's database to be transferred to public database and is deleted from corresponding salesman's database.
7. ERP according to claim 6 sells objective insurance system, it is characterized in that:Salesman's database also includes one
For the recording sub-data storehouse for the customer information for recording and storing release module release, the processing module turns from public database
When moving customer information to corresponding salesman's database, the processing module transfers client in the recording sub-data storehouse of the salesman
Information and with out of public database selection be compared one by one with the customer information shifted, when the recording sub-data storehouse
When the customer information of shift module selection inside be present, the processing module stops the transfer of the customer information.
8. ERP according to claim 2 sells objective insurance system, it is characterized in that:The processing module is set with a basis and turned
Transfer priority of the output time of instruction as transfer sequence is moved, when multiple salesmen successively pass through shift module Output transfer
When instruction is to processing module, selection is preferably transferred to first Output transfer with the customer information shifted and referred to by the processing module
Salesman's database of order.
9. ERP according to claim 2 sells objective insurance system, it is characterized in that:The customer information, which comprises at least, to be had:Business
License information, company's full name information, company's better address information, associated person information and telephone number information;The processing module
It is business license information to be set with a typing priority and one-level typing priority, is also set with parallel typing priority and parallel
Typing priority includes company's full name information, company's better address information, associated person information and telephone number information;The place
The customer information that global data base is transferred after reason module reception typing instruction is compared with the customer information of temporary subdata base
When be compared according to typing priority, when it is preferential compare out business license information it is consistent when then complete and stop typing comparing.
10. ERP according to claim 3 sells objective insurance system, it is characterized in that:The global data base, which also includes, to be used for
The visitor that the customer information of cooperation has been completed in storage protects database;The processing module can transfer the client so that visitor is protected in database
Information be compared while stop the customer information that visitor is protected in database transfer and again typing to global data base.
Priority Applications (1)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
CN201711051226.4A CN107742187A (en) | 2017-10-31 | 2017-10-31 | ERP sells objective insurance system |
Applications Claiming Priority (1)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
CN201711051226.4A CN107742187A (en) | 2017-10-31 | 2017-10-31 | ERP sells objective insurance system |
Publications (1)
Publication Number | Publication Date |
---|---|
CN107742187A true CN107742187A (en) | 2018-02-27 |
Family
ID=61233701
Family Applications (1)
Application Number | Title | Priority Date | Filing Date |
---|---|---|---|
CN201711051226.4A Pending CN107742187A (en) | 2017-10-31 | 2017-10-31 | ERP sells objective insurance system |
Country Status (1)
Country | Link |
---|---|
CN (1) | CN107742187A (en) |
Cited By (6)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
CN109165954A (en) * | 2018-07-28 | 2019-01-08 | 安徽赛迪信息技术有限公司 | A kind of Management System for Clients Information |
CN109461034A (en) * | 2018-11-15 | 2019-03-12 | 嘉兴意匠堂营销策划有限公司 | Customer Tracking method and device |
CN109584115A (en) * | 2018-12-07 | 2019-04-05 | 万翼科技有限公司 | Release method, device and the storage medium of associated client |
CN110580587A (en) * | 2019-09-16 | 2019-12-17 | 重庆锐云科技有限公司 | Real estate project purchasing client affiliation management system and method |
CN111652565A (en) * | 2020-04-08 | 2020-09-11 | 南京听客来信息技术有限公司 | Office management based processing method and system, intelligent terminal and storage medium |
CN113163328A (en) * | 2020-12-16 | 2021-07-23 | 徐蓉 | Commercial operation method and system for vehicle repair and maintenance |
Citations (7)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
CN101799892A (en) * | 2009-12-30 | 2010-08-11 | 上海飞域网络科技有限公司 | CRM (Customer Resource Management) user information control method |
CN104424202A (en) * | 2013-08-21 | 2015-03-18 | 北大方正集团有限公司 | Method and system for performing duplication checking on customer information in customer relationship management (CRM) system |
US20160292604A1 (en) * | 2014-12-15 | 2016-10-06 | The Reynolds And Reynolds Company | System and method for managing prospects |
CN106650472A (en) * | 2016-11-25 | 2017-05-10 | 深圳市小满科技有限公司 | Data processing system and method |
CN106779806A (en) * | 2016-11-24 | 2017-05-31 | 家有购物集团股份有限公司 | A kind of customer information processing method and system |
CN106779818A (en) * | 2016-11-29 | 2017-05-31 | 深圳市小满科技有限公司 | A kind of method and apparatus that client is excavated based on business datum |
CN106779480A (en) * | 2017-01-12 | 2017-05-31 | 许文超 | Sale management system and sales management implementation method |
-
2017
- 2017-10-31 CN CN201711051226.4A patent/CN107742187A/en active Pending
Patent Citations (7)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
CN101799892A (en) * | 2009-12-30 | 2010-08-11 | 上海飞域网络科技有限公司 | CRM (Customer Resource Management) user information control method |
CN104424202A (en) * | 2013-08-21 | 2015-03-18 | 北大方正集团有限公司 | Method and system for performing duplication checking on customer information in customer relationship management (CRM) system |
US20160292604A1 (en) * | 2014-12-15 | 2016-10-06 | The Reynolds And Reynolds Company | System and method for managing prospects |
CN106779806A (en) * | 2016-11-24 | 2017-05-31 | 家有购物集团股份有限公司 | A kind of customer information processing method and system |
CN106650472A (en) * | 2016-11-25 | 2017-05-10 | 深圳市小满科技有限公司 | Data processing system and method |
CN106779818A (en) * | 2016-11-29 | 2017-05-31 | 深圳市小满科技有限公司 | A kind of method and apparatus that client is excavated based on business datum |
CN106779480A (en) * | 2017-01-12 | 2017-05-31 | 许文超 | Sale management system and sales management implementation method |
Non-Patent Citations (1)
Title |
---|
陆彦文: "《基于CRM系统的货代行业决策支持研究及应用》" * |
Cited By (7)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
CN109165954A (en) * | 2018-07-28 | 2019-01-08 | 安徽赛迪信息技术有限公司 | A kind of Management System for Clients Information |
CN109461034A (en) * | 2018-11-15 | 2019-03-12 | 嘉兴意匠堂营销策划有限公司 | Customer Tracking method and device |
CN109584115A (en) * | 2018-12-07 | 2019-04-05 | 万翼科技有限公司 | Release method, device and the storage medium of associated client |
CN110580587A (en) * | 2019-09-16 | 2019-12-17 | 重庆锐云科技有限公司 | Real estate project purchasing client affiliation management system and method |
CN111652565A (en) * | 2020-04-08 | 2020-09-11 | 南京听客来信息技术有限公司 | Office management based processing method and system, intelligent terminal and storage medium |
CN113163328A (en) * | 2020-12-16 | 2021-07-23 | 徐蓉 | Commercial operation method and system for vehicle repair and maintenance |
CN113163328B (en) * | 2020-12-16 | 2023-12-12 | 北京百车宝科技有限公司 | Method and system for repairing and maintaining vehicle |
Similar Documents
Publication | Publication Date | Title |
---|---|---|
CN107742187A (en) | ERP sells objective insurance system | |
CN101410836B (en) | A method for providing access to data stored in a database to an application | |
TWI360083B (en) | System, method and software for managing a central | |
CN103631967B (en) | A kind of processing method and processing device of the tables of data with independent increment identification field | |
CN105373896A (en) | Project management system | |
CN102822792B (en) | Utilize and access and the data management of content information | |
CN105074724A (en) | Efficient query processing using histograms in a columnar database | |
CN109359125A (en) | A kind of progress fine-grained management method and its system for construction project | |
CN103562905B (en) | Improved data visualization configuration system and method | |
CN106780221A (en) | The power marketing electricity charge emulate case library system and application method | |
CN106096907A (en) | A kind of item information processing method and system | |
CN109359860A (en) | A kind of access method of the steel creation data based on intelligent contract | |
CN108229825A (en) | A kind of BI management systems based on development process closed loop | |
CN110046193A (en) | Data processing method, device and computer equipment based on block chain | |
CN111061679A (en) | Method and system for rapid configuration of technological innovation policy based on rete and drools rules | |
CN106372980A (en) | Cross-e-commerce channel order information acquisition and management method | |
Jiang et al. | [Retracted] Evaluation Method of Human Resource Management Efficiency of Chain Retail Enterprises Based on Distributed Database | |
CN102722568B (en) | Data processing method for improving authority set and query efficiency of office management system | |
CN112734507A (en) | House lease distribution method, distribution system and storage medium based on block chain | |
Lu et al. | Application of data mining in performance management of public hospitals | |
CN114443675A (en) | Patent management system and method integrated with multiple systems | |
Cruickshank | Courts leet, constables and the township structure in the West Riding, 1540–1842 | |
Records | ISS | |
KR20100105662A (en) | Report generation in an intellectual property database | |
WO2019151305A1 (en) | Information processing device and program |
Legal Events
Date | Code | Title | Description |
---|---|---|---|
PB01 | Publication | ||
PB01 | Publication | ||
SE01 | Entry into force of request for substantive examination | ||
SE01 | Entry into force of request for substantive examination | ||
RJ01 | Rejection of invention patent application after publication |
Application publication date: 20180227 |
|
RJ01 | Rejection of invention patent application after publication |