CN108492188A - Lead referral method, apparatus, equipment and storage medium - Google Patents

Lead referral method, apparatus, equipment and storage medium Download PDF

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Publication number
CN108492188A
CN108492188A CN201810201783.8A CN201810201783A CN108492188A CN 108492188 A CN108492188 A CN 108492188A CN 201810201783 A CN201810201783 A CN 201810201783A CN 108492188 A CN108492188 A CN 108492188A
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China
Prior art keywords
trust
business person
customer
information
products
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CN201810201783.8A
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CN108492188B (en
Inventor
林城彬
许丹
张会娥
马万里
叶丽娜
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Ping An Trust Co Ltd
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Ping An Trust Co Ltd
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06Asset management; Financial planning or analysis
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/08Insurance

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  • Engineering & Computer Science (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
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  • Marketing (AREA)
  • Strategic Management (AREA)
  • Economics (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Game Theory and Decision Science (AREA)
  • Human Resources & Organizations (AREA)
  • Operations Research (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)

Abstract

The present invention relates to marketing business recommended technical field, a kind of lead referral method, apparatus of offer of the embodiment of the present invention, equipment and storage medium.Lead referral method includes obtaining the user type that trust system is logged in by interconnected system, corresponding trust products information is shown according to user type, it obtains selected trust products and receives the customer data information of interconnected system push, according to customer data information Auto-matching trust business person, and customer data information is sent to the trust business person of successful match, while the information of the trust business person of successful match is sent to interconnected system.The present invention logs in trust system by interconnected system and recommends client to trust business person, improve the efficiency and customer satisfaction degree for recommending customer resources to trust business person, reduce customer resources loss, solves the problems, such as that existing marketing business recommended method, which exists in the prior art, can not have targetedly according to client's feature to trust business person's recommendation customer resources.

Description

Lead referral method, apparatus, equipment and storage medium
Technical field
The invention belongs to marketing business recommended technical field, more particularly to a kind of lead referral method, apparatus, equipment and deposit Storage media.
Background technology
Financial circles include the business personnel of many responsible different business, and the business personnel of each business is to other business not ten Divide and understands, when the client of some business personnel has other Financial Demands, which is difficult other financial business of explanation, for example, The client of the business personnel of non-trust products can sometimes have trust products demand, still, be engaged in the business of other business marketings Member does not simultaneously know about trust products, while not knowing the specific contact method of trust business person, can not give lead referral trust products, Also corresponding trust business person can not be notified to contact client in time according to client's feature, customer experience is reduced, may result in visitor Family is lost in.
It is directed in conclusion existing marketing business recommended method exists in the prior art and can not be had according to client's feature Property to trust business person recommend customer resources the problem of.
Invention content
The purpose of the present invention is to provide a kind of lead referral method, apparatus, equipment and storage mediums, to solve existing skill There can not be the problem of targetedly recommending customer resources to trust business person according to client's feature present in art.
The invention is realized in this way first aspect present invention provides a kind of lead referral method, the lead referral side Method includes:
The user type for logging in trust system by interconnected system is obtained, is shown according to the user type corresponding Trust products information;
It obtains selected trust products and receives the customer data information of the interconnected system push;
Institute is sent according to the customer data information Auto-matching trust business person, and to the trust business person of successful match Customer data information is stated, while the information of the trust business person of successful match is sent to the interconnected system.
Second aspect of the present invention provides a kind of lead referral device, and the lead referral device includes:
Trust products display module, for obtaining the user type for logging in trust system by interconnected system, according to described User type shows corresponding trust products information;
Customer information acquisition module:It is provided for obtaining selected trust products and receiving the client of the interconnected system push Expect information;
Lead referral module, for according to the customer data information Auto-matching trust business person, and to successful match Trust business person send the customer data information, while the information of the trust business person of successful match is sent to the pass Contact system.
Third aspect present invention provides a kind of terminal device, including memory, processor and is stored in the memory In and the computer program that can run on the processor, the processor realize such as this hair when executing the computer program The step of bright first aspect the method.
Fourth aspect present invention provides a kind of computer readable storage medium, and the computer-readable recording medium storage has Computer program, when the computer program is executed by processor realize as described in the first aspect of the invention method the step of.
A kind of lead referral method, apparatus of offer of the embodiment of the present invention, equipment and storage medium, acquisition pass through interconnected system The user type for logging in trust system, corresponding trust products information is shown according to user type;Obtain selected trust Product and the customer data information for receiving interconnected system push;According to customer data information Auto-matching trust business person, and to The trust business person of successful match sends customer data information, while the information of the trust business person of successful match is sent to pass Contact system.It is that trust business person recommends customer resources that the present invention logs in trust system by interconnected system, is improved to trust sectors Business person recommends the efficiency and success rate of customer resources, reduces customer resources loss, and existing battalion exists in the prior art in solution The problem of targetedly recommending customer resources to trust business person can not be had according to client's feature by selling business recommended method.
Description of the drawings
It to describe the technical solutions in the embodiments of the present invention more clearly, below will be to embodiment or description of the prior art Needed in attached drawing be briefly described, it should be apparent that, the accompanying drawings in the following description be only the present invention some Embodiment for those of ordinary skill in the art without having to pay creative labor, can also be according to these Attached drawing obtains other attached drawings.
Fig. 1 is a kind of flow chart for lead referral method that an embodiment of the present invention provides;
Fig. 2 is the particular flow sheet of the step S10 in a kind of lead referral method that an embodiment of the present invention provides;
Fig. 3 is the particular flow sheet of the step S30 in a kind of lead referral method that another embodiment of the invention provides;
Fig. 4 is the particular flow sheet of the step S303 in a kind of lead referral method that an embodiment of the present invention provides;
Fig. 5 is a kind of structural schematic diagram for lead referral device that another embodiment of the invention provides;
Fig. 6 is a kind of structural schematic diagram for lead referral device that another embodiment of the invention provides;
Fig. 7 is the structural schematic diagram for the terminal device that another embodiment of the invention provides.
Specific implementation mode
In order to make the purpose , technical scheme and advantage of the present invention be clearer, with reference to the accompanying drawings and embodiments, right The present invention is further elaborated.It should be appreciated that the specific embodiments described herein are merely illustrative of the present invention, and It is not used in the restriction present invention.
In order to illustrate technical solutions according to the invention, illustrated below by specific embodiment.
An embodiment of the present invention provides a kind of lead referral method, referring to Fig. 1, the lead referral method includes:
Step S10. obtains the user type that trust system is logged in by interconnected system, and it is right with it to be shown according to user type The trust products information answered.
In step slo, interconnected system refers to that can log in trust system and be with what trust system communicated with each other System, can be any system of other in financial circles, can also be to be entered by the link interface on financial web site, for example, association System can be financing system, insurance system or stock system etc., and associated system may include trust system and guarantor Dangerous system is mutually bound by trust system and insurance system and is constituted, such as:Insurance staff can be logged in by insurance system Trust system can check trust products list, fill in trust system customer data information and by customer data information It is sent to trust business person.
The display for carrying out data after interconnected system for logging in, as an implementation, as shown in Fig. 2, in step S10 Show that corresponding trust products information specifically includes according to user type:
Step S101. judges whether user type is trust business person, if so, S102 is thened follow the steps, if it is not, then executing Step S103.
In step S101, user type includes trust business person and non-trust business person, and user type can pass through The account that user logs in differentiates, such as user uses the unbundling account of tourist's identity account or other systems to step on When recording trust system, judge that the user type is non-trust business person, user uses trust system account or and trust When the other systems account of system account binding logs in, judges that the user type is trust business person, pass through setting in this step Identification to other accounts of trust business person can make trust business person's quick login system.
Step S102. shows trust products list, and the trust products in trust products list is made to be in mode of operation, when When receiving trust products of user's click in mode of operation, into the display interface of the details of trust products.
In step s 102, after trust business person logs in trust system, trust products list is shown, and trust products arrange For each trust products in table all in mode of operation, trust business person can click any one trust in mode of operation Product enters lower layer of display interface of clicked trust products, and then consults the details of trust products, and trust Business personnel such as can buy or redeem at the business operations, and trust business person may be implemented in this step is stepped on by other systems Record trust system operates etc..
Step S103. shows trust products list, and the trust products of trust products list is made to be in inoperable state.
In step s 103, non-trust business person's (such as insuring staff) logs in trust system by insurance system Afterwards, show trust products list, still, each trust products of trust products list all in inoperable state, such as:It protects When dangerous section clicks any one trust products as personnel, this clicking operation is invalid, i.e., non-trust personnel are only capable of checking trust products, Next bed boundary of trust products cannot be entered to show the details such as fund information of trust products and be produced to trust Product carry out business operation etc., but to be non-truster person can select trust products, such as select any trust by choosing button Product, this step may be implemented non-trust personnel and enter the selected trust products of trust system.
Step S20. obtains selected trust products and receives the customer data information of interconnected system push.
In step S20, after business personnel selectes trust products by interconnected system, for example, non-trust personnel can be with Client is showed to check by the trust products that trust system is shown are logged by interconnected system, when client produces some trust When product are interested, non-trust personnel can select the trust products, and the data transmission of the client is transferred from current system Can also be to fill in customer data in current system to be sent to trust system to trust system, trust system is according to selected Trust products and customer data information generate table of customer's information, and table of customer's information includes customer name, phone, mailbox, identity card Number, inhabitation address, interest information, subscription time, selected trust products and pre- investment amount;Such as:Insure work people Member is that client selectes trust products, and passes through name, phone, mailbox, the identification card number of manual typing client according to customers wishes The information such as code, inhabitation address, interest information, subscription time, selected trust products and pre- investment amount carry after the completion of filling in It hands over, trust system automatically generates table of customer's information, this step may be implemented business personnel and select trust products by interconnected system And provide customer information.
Step S30. is sent out according to customer data information Auto-matching trust business person, and to the trust business person of successful match It sees a visitor out family data information, while the information of the trust business person of successful match is sent to interconnected system.
In step s 30, trust system is by of table of customer's information and the trust business person that is stored in system database People's information table carries out Auto-matching, and table of customer's information is sent to the trust business person of successful match, can by pop-up or Person's lettergram mode sends customer information list to the trust business person of successful match, can also further be reminded by short message mode Client is contacted under trust business person's line of successful match;Simultaneously by the information of the trust business person of successful match with pop-up or postal Part mode feeds back to insurance system, the information of the trust business person of the successful match include the name of trust business person, phone, Mailbox, place business hall address.
The embodiment of the present invention provides a kind of lead referral method, and trust system is logged in trust business person by interconnected system Recommend client, improve the success rate of the efficiency from customer resources to trust business person and lead referral of recommending, reduces client's money Source lose, solution exist in the prior art existing marketing business recommended method can not according to client's feature have targetedly to Trust business person recommends the problem of customer resources.
As an implementation, as shown in figure 3, according to customer data information Auto-matching trust business in step S30 Member, specifically includes:
Step S301. judges whether the client is frequent customer according to customer data information, if so, S301 is thened follow the steps, If it is not, thening follow the steps S303.
In step S301, specially:Trust system is automatically according to the customer's identity card number in the table of customer's information of reception Code is retrieved in customer profile data library, if the customer data information can be retrieved, can determine whether that the client is frequent customer, If retrieval result is sky, it can determine whether that the client is new client.
Step S302. Auto-matchings have the trust business person of business relations with the client.
In step s 302, when client is frequent customer, system Auto-matching has the trust of business relations with the client Business personnel.
The trust business of step S303. Auto-matchings and the Fiduciary that customer lives address distance is preset range Member.
In step S303, according to customer data acquisition of information and trust machine of the customer lives address apart from preset range Structure, preset range can be customer lives address apart from Fiduciary location in 0km to 5km or 0km to 10km, this step By to client's distribution and the closer Fiduciary in its address, client being facilitated to execute the follow-up process for selecting trust business in rapid.
As an implementation, as shown in figure 4, step S303 includes:
Whether within a preset range step S3031. judges the customer satisfaction degree of trust business person, if so, executing step Rapid S3032, if it is not, thening follow the steps S3033.
The trust business person of step S3032. the first priority of Auto-matching.
Step S3033. continues to judge the similarity threshold of the interest information and the personal interest information of trust business person of client It is worth whether within a preset range, if so, S3034 is thened follow the steps, if it is not, thening follow the steps S3035
The trust business person of step S3034. the second priority of Auto-matching.
The trust business person of step S3035. Auto-matching third priorities.
In above-mentioned steps in Auto-matching Fiduciary priority level corresponding with customer data information trust business person, In, the priority of trust business person includes the first priority, the second priority and third priority, and customer satisfaction is default Trust business person when range is the first priority, such as:Every client and trust business person link up after all to the trust The service result of business personnel carries out evaluation marking, then all clients that the trust business person serviced evaluate acquisition to it and divide Number average value is customer satisfaction, and herein, the preset range of customer satisfaction can be set as being more than 90 points, i.e., customer satisfaction is big In 90 points of trust business persons be the first priority, the personal interest information of trust business person and client interests information similarity threshold It is the second priority to be worth the trust business person in preset range, such as:Interest information herein refers to hobby, can be with It is more than 80% for the second priority, client's with the similarity of the personal interest of trust business person and client interests hobby The trust business person being in idle condition in subscription time is third priority, and present embodiment is excellent by the way that trust personnel are arranged First grade, and business personnel is distributed to client according to priority, the better service to client is realized, the satisfaction of client is improved Degree.
Another kind embodiment of the invention provides a kind of lead referral device 40, as shown in figure 5, the lead referral device 40 Including:
Trust products display module 401, for obtains by interconnected system login trust system user type, according to Family type shows corresponding trust products information.
Customer information acquisition module 402, the client for obtaining selected trust products and receive interconnected system push provide Expect information.
Lead referral mould 403, for according to customer data information Auto-matching trust business person, and to the letter of successful match It asks business personnel to send customer data information, while the information of the trust business person of successful match is sent to interconnected system.
Further, as shown in fig. 6, the lead referral module 403 includes:
First judging unit 4031, for judging whether the client is frequent customer according to customer data information.
Second judgment unit 4032, for whether within a preset range to judge the customer satisfaction degree of trust business person.
Third judging unit 4033, the phase for judging the interest information of client and the personal interest information of trust business person Whether within a preset range like degree threshold value.
The specific work process of module, can refer to corresponding processes in the foregoing method embodiment in above-mentioned terminal device, Details are not described herein.
Another kind embodiment of the invention provides a computer readable storage medium, is stored on the computer readable storage medium There is computer program, which realizes a kind of lead referral method in above-described embodiment when being executed by processor, be It avoids repeating, which is not described herein again.Alternatively, the computer program realizes a kind of client in above-described embodiment when being executed by processor The function of each module/unit in recommendation apparatus, to avoid repeating, which is not described herein again.
Fig. 7 is the schematic diagram of terminal device in the present embodiment.As shown in fig. 7, terminal device 50 includes processor 501, deposits Reservoir 502 and it is stored in the computer program 503 that can be run in memory 502 and on processor 501.Processor 501 is held A kind of each step of lead referral method in above-described embodiment, such as step shown in FIG. 1 are realized when row computer program 503 S10, S20 and S30.Alternatively, processor 501 realizes that lead referral device is each in above-described embodiment when executing computer program 503 The function of module/unit, trust products display module 401 as shown in Figure 5, customer information acquisition module 402, lead referral module 303 function.
Illustratively, computer program 503 can be divided into one or more module/units and (for example form computer Program instruction section), one or more module/unit is stored in memory 502, and is executed by processor 501, to complete The present invention.
The terminal device 50 can be the computing devices such as desktop PC, notebook, palm PC and cloud server. Terminal device may include, but be not limited only to, processor 501, memory 502.It will be understood by those skilled in the art that Fig. 6 is only It is the example of terminal device 50, does not constitute the restriction to terminal device 50, may include components more more or fewer than diagram, Certain components or different components are either combined, such as terminal device can also be set including input-output equipment, network insertion Standby, bus etc..
Alleged processor 501 can be central processing unit (Central Processing Unit, CPU), can also be Other general processors, digital signal processor (Digital Signal Processor, DSP), application-specific integrated circuit (Application Specific Integrated Circuit, ASIC), ready-made programmable gate array (Field- Programmable Gate Array, FPGA) either other programmable logic device, discrete gate or transistor logic, Discrete hardware components etc..General processor can be microprocessor or the processor can also be any conventional processor Deng.
Memory 502 can be the internal storage unit of terminal device 50, such as the hard disk or memory of terminal device 50.It deposits Reservoir 502 can also be the plug-in type hard disk being equipped on the External memory equipment of terminal device 50, such as terminal device 50, intelligence Storage card (Smart Media Card, SMC), secure digital (Secure Digital, SD) card, flash card (Flash Card) Deng.Further, memory 502 can also both include terminal device 50 internal storage unit and also including External memory equipment. Memory 502 is used to store other programs and the data needed for computer program and terminal device.Memory 502 can also be used In temporarily storing the data that has exported or will export.
It is apparent to those skilled in the art that for convenience of description and succinctly, only with above-mentioned each work( Can unit, module division progress for example, in practical application, can be as needed and by above-mentioned function distribution by different Functional unit, module are completed, i.e., the internal structure of described device are divided into different functional units or module, more than completion The all or part of function of description.Each functional unit, module in embodiment can be integrated in a processing unit, also may be used It, can also be above-mentioned integrated during two or more units are integrated in one unit to be that each unit physically exists alone The form that hardware had both may be used in unit is realized, can also be realized in the form of SFU software functional unit.In addition, each function list Member, the specific name of module are also only to facilitate mutually distinguish, the protection domain being not intended to limit this application.Above system The specific work process of middle unit, module, can refer to corresponding processes in the foregoing method embodiment, and details are not described herein.
In the above-described embodiments, it all emphasizes particularly on different fields to the description of each embodiment, is not described in detail or remembers in some embodiment The part of load may refer to the associated description of other embodiments.
Those of ordinary skill in the art may realize that lists described in conjunction with the examples disclosed in the embodiments of the present disclosure Member and algorithm steps can be realized with the combination of electronic hardware or computer software and electronic hardware.These functions are actually It is implemented in hardware or software, depends on the specific application and design constraint of technical solution.Professional technician Each specific application can be used different methods to achieve the described function, but this realization is it is not considered that exceed The scope of the present invention.
In embodiment provided by the present invention, it should be understood that disclosed device/terminal device and method, it can be with It realizes by another way.For example, device described above/terminal device embodiment is only schematical, for example, institute The division of module or unit is stated, only a kind of division of logic function, formula that in actual implementation, there may be another division manner, such as Multiple units or component can be combined or can be integrated into another system, or some features can be ignored or not executed.Separately A bit, shown or discussed mutual coupling or direct-coupling or communication connection can be by some interfaces, device Or INDIRECT COUPLING or the communication connection of unit, can be electrical, machinery or other forms.
The unit illustrated as separating component may or may not be physically separated, aobvious as unit The component shown may or may not be physical unit, you can be located at a place, or may be distributed over multiple In network element.Some or all of unit therein can be selected according to the actual needs to realize the mesh of this embodiment scheme 's.
In addition, each functional unit in each embodiment of the present invention can be integrated in a processing unit, it can also It is that each unit physically exists alone, it can also be during two or more units be integrated in one unit.Above-mentioned integrated list The form that hardware had both may be used in member is realized, can also be realized in the form of SFU software functional unit.
If the integrated module/unit be realized in the form of SFU software functional unit and as independent product sale or In use, can be stored in a computer read/write memory medium.Based on this understanding, the present invention realizes above-mentioned implementation All or part of flow in example method, can also instruct relevant hardware to complete, the meter by computer program Calculation machine program can be stored in a computer readable storage medium, the computer program when being executed by processor, it can be achieved that on The step of stating each embodiment of the method.Wherein, the computer program includes computer program code, the computer program generation Code can be source code form, object identification code form, executable file or certain intermediate forms etc..The computer-readable medium May include:Any entity or device, recording medium, USB flash disk, mobile hard disk, magnetic of the computer program code can be carried Dish, CD, computer storage, read-only memory (ROM, Read-Only Memory), random access memory (RAM, Random Access Memory), electric carrier signal, telecommunication signal and software distribution medium etc..It should be noted that described The content that computer-readable medium includes can carry out increasing appropriate according to legislation in jurisdiction and the requirement of patent practice Subtract, such as in certain jurisdictions, according to legislation and patent practice, computer-readable medium do not include be electric carrier signal and Telecommunication signal.
Embodiment described above is merely illustrative of the technical solution of the present invention, rather than its limitations;Although with reference to aforementioned reality Applying example, invention is explained in detail, it will be understood by those of ordinary skill in the art that:It still can be to aforementioned each Technical solution recorded in embodiment is modified or equivalent replacement of some of the technical features;And these are changed Or replace, the spirit and scope for various embodiments of the present invention technical solution that it does not separate the essence of the corresponding technical solution should all It is included within protection scope of the present invention.

Claims (10)

1. a kind of lead referral method, which is characterized in that the lead referral method includes:
The user type for logging in trust system by interconnected system is obtained, corresponding trust is shown according to the user type Product information;
It obtains selected trust products and receives the customer data information of the interconnected system push;
The visitor is sent according to the customer data information Auto-matching trust business person, and to the trust business person of successful match Family data information, while the information of the trust business person of successful match is sent to the interconnected system.
2. lead referral method according to claim 1, which is characterized in that shown according to the user type corresponding Trust products information, including:
Judge whether the user type is trust business person, if so, display trust products list, and make the trust products Trust products in list are in mode of operation, when receiving user and clicking the trust products for being in mode of operation, into institute State the display interface of the details of trust products;
If it is not, then showing trust products list, and the trust products of the trust products list is made to be in inoperable state.
3. lead referral method according to claim 1, which is characterized in that obtain described in selected trust products and reception After the customer data information of interconnected system push, further include:
Table of customer's information is generated according to the selected trust products and the customer data information, the table of customer's information includes Customer name, phone, mailbox, ID card No., inhabitation address, interest information, subscription time, selected trust products and pre- Investment amount.
4. lead referral method according to claim 3, which is characterized in that according to the customer data information Auto-matching Trust business person, including:
Judge whether the client is frequent customer according to the customer data information, if so, Auto-matching has industry with the client The trust business person of business relationship;
If it is not, then Auto-matching and customer lives address distance are the trust business person of the Fiduciary of preset range.
5. lead referral method according to claim 4, which is characterized in that Auto-matching and the customer lives address distance For the trust business person of the Fiduciary of preset range, including:
According to customer data acquisition of information and the Fiduciary of the customer lives address apart from preset range;
The trust business person of priority level corresponding with the customer data information in Fiduciary described in Auto-matching, wherein letter It includes the first priority, the second priority and third priority to hold in the palm the priority of business personnel, and customer satisfaction is in preset range When trust business person be the first priority, interest information similarity threshold described in the personal interest information of trust business person and client It is the second priority, the trust sectors being in idle condition in the subscription time of client to be worth the trust business person in preset range Business person is third priority.
6. lead referral method according to claim 5, which is characterized in that in Fiduciary described in Auto-matching with it is described Customer data information corresponds to the trust business person of priority level, including:
Whether within a preset range the customer satisfaction of the trust business person of current idle is judged, if so, described in Auto-matching The trust business person of first priority;
If it is not, then continuing to judge the similarity of the interest information of client and the personal interest information of the trust business person of current idle Threshold value whether within a preset range, if so, the trust business person of the second priority described in Auto-matching;
If it is not, the then trust business person of third priority described in Auto-matching.
7. a kind of lead referral device, which is characterized in that the lead referral device includes:
Trust products display module, for obtaining the user type for logging in trust system by interconnected system, according to the user Type shows corresponding trust products information;
Customer information acquisition module is believed for obtaining selected trust products and receiving the customer data of the interconnected system push Breath;
Lead referral module, for according to the customer data information Auto-matching trust business person, and to the letter of successful match It asks business personnel to send the customer data information, while the information of the trust business person of successful match is sent to the association and is System.
8. lead referral device as claimed in claim 7, which is characterized in that the lead referral module includes:
First judging unit, for judging whether the client is frequent customer according to the customer data information;
Second judgment unit, for whether within a preset range to judge the customer satisfaction degree of trust business person;
Third judging unit, the similarity threshold for judging the interest information of client and the personal interest information of trust business person Whether within a preset range.
9. a kind of terminal device, including memory, processor and it is stored in the memory and can be on the processor The computer program of operation, which is characterized in that the processor realizes such as claim 1 to 6 when executing the computer program The step of any one the method.
10. a kind of computer readable storage medium, the computer-readable recording medium storage has computer program, feature to exist In when the computer program is executed by processor the step of any one of such as claim 1 to 6 of realization the method.
CN201810201783.8A 2018-03-12 2018-03-12 Client recommendation method, device, equipment and storage medium Active CN108492188B (en)

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Cited By (10)

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CN109345398A (en) * 2018-09-17 2019-02-15 平安科技(深圳)有限公司 Point single method, apparatus and storage medium based on client characteristics
CN110110955A (en) * 2019-03-14 2019-08-09 深圳壹账通智能科技有限公司 Investigate distribution method, device, electronic equipment and storage medium
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