CN109583784A - Correlating method, device and the storage medium of customer information - Google Patents
Correlating method, device and the storage medium of customer information Download PDFInfo
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- CN109583784A CN109583784A CN201811500766.0A CN201811500766A CN109583784A CN 109583784 A CN109583784 A CN 109583784A CN 201811500766 A CN201811500766 A CN 201811500766A CN 109583784 A CN109583784 A CN 109583784A
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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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- G06Q30/0281—Customer communication at a business location, e.g. providing product or service information, consulting
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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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Abstract
The invention discloses a kind of correlating method of customer information, the correlating method of the customer information obtains the associated broker's letter of the customer information and house property project information the following steps are included: when receiving the customer information of broker server transmission；Judge whether the broker's letter is associated with the corresponding consultant's information of the house property project information；When the broker's letter is associated with the corresponding consultant's information of the house property project information, the customer information and consultant's information are associated.The invention also discloses a kind of associated apparatus of customer information and storage mediums.The present invention searches the consultant without consultant administrator manually and is allocated, save the time since the client that server can carry out the associated broker's push of purchase of property consultant is automatically assigned to the consultant.
Description
Technical field
The present invention relates to the correlating method of real estate sale field more particularly to customer information, device and storage mediums.
Background technique
It is increasingly competitive with real estate industry currently, purchase of property consultant plays an important role in real estate sale,
In order to compete client, purchase of property consultant also starts to carry out participating in client's other than traditional Customer Reception and client's follow-up business
It branches out, the client that consultant expands directly is followed up by the consultant.
However, in current purchase of property consultant's management system, after customer information input system, usually by consultant administrator
Member's manual allocation is to consultant；Therefore, when the customer information of typing is to expand to obtain by consultant, the customer information needs to distribute extremely
When specific consultant, consultant administrator, which needs to find out the specific consultant manually, can be just allocated, when needing to expend a large amount of
Between.
Above content is only used to facilitate the understanding of the technical scheme, and is not represented and is recognized that above content is existing skill
Art.
Summary of the invention
The main purpose of the present invention is to provide a kind of correlating method of customer information, device and storage mediums, it is intended to solve
When certainly current customer information needs to distribute to specific consultant, consultant administrator needs to find out specific consultant's ability manually
It is allocated, needs the problem of taking considerable time.
To achieve the above object, the present invention provides a kind of correlating method of customer information, the affiliated party of the customer information
Method the following steps are included:
When receiving the customer information of broker server transmission, the associated broker's letter of the customer information is obtained
With house property project information；
Judge whether the broker's letter is associated with the corresponding consultant's information of the house property project information；
When the broker's letter is associated with the corresponding consultant's information of the house property project information, by the customer information
It is associated with consultant's information.
Preferably, the correlating method of the customer information further include:
When receiving broker's letter's association request, the corresponding consultant's information of broker's letter's association request is obtained
With target broker's letter；
Consultant's information and the target broker's letter are associated.
Preferably, the correlating method of the customer information further include:
When receiving the house property project information access request that terminal is received and sent based on house property chain, the house property project is obtained
The corresponding customer information of formation access requests and house property project information and the house property link corresponding adviser on targeting's information；
Judge whether the customer information is associated with the corresponding consultant's information of the house property project information；
When the not associated house property project information of the customer information corresponds to consultant's information, by the customer information and institute
Adviser on targeting's information is stated to be associated.
Preferably, the correlating method of the customer information further include:
When receiving the customer information of terminal transmission, the corresponding user information of the terminal is obtained；
Obtain the corresponding user type of the user information；
When the user type is consultant, the customer information and the user information are associated.
Preferably, the correlating method of the customer information further include:
When receiving the customer information association request of terminal transmission, the corresponding room of the customer information association request is obtained
Produce project information and consultant's information；
The corresponding common customer information of the house property project information is obtained, client's choosing is generated according to the common customer information
Interface is selected, and client's selection interface is sent to the terminal, wherein the common customer information includes not associated consultant
The customer information of information and consultant's administrator's information；
When receiving the selection operation that the terminal is triggered based on client's selection interface, the selection operation is obtained
Corresponding target customer's information；
Target customer's information and consultant's information are associated.
Preferably, the correlating method of the customer information further include:
When receiving the customer information distribution request of terminal transmission, customer information to be allocated and consultant administrator letter are obtained
Breath；
Consultant's selection interface is generated according to consultant's information of the consultant administrator information association, and the consultant is selected
Interface is sent to the terminal；
When receiving the selection operation that the terminal is triggered based on consultant's selection interface, the selection operation is obtained
Corresponding adviser on targeting's information；
The customer information to be allocated and adviser on targeting's information are associated.
Preferably, described the step of obtaining customer information and consultant's administrator's information to be allocated, includes:
Obtain corresponding consultant administrator information according to the customer information distribution request, and by not associated consultant's information with
And the customer information of consultant's administrator's information is as customer information to be allocated；
Alternatively, obtaining corresponding consultant administrator information according to the customer information distribution request, and the consultant is managed
The customer information of people's information association is managed as customer information to be allocated.
In addition, in order to achieve the above object, the present invention also provides a kind of associated apparatus of customer information, the customer information
Associated apparatus includes: client's letter that memory, processor and being stored in can be run on the memory and on the processor
The associated program of breath realizes as above described in any item clients when the associated program of the customer information is executed by the processor
The step of correlating method of information.
In addition, in order to achieve the above object, being stored with client on the storage medium the present invention also provides a kind of storage medium
As above described in any item client's letters are realized when the associated program of the associated program of information, the customer information is executed by processor
The step of correlating method of breath.
Correlating method, device and the storage medium for a kind of customer information that the embodiment of the present invention proposes, as consultant and manager
When people cooperates, broker's letter's association request can be sent by terminal to server so that server by consultant's information and
Broker's letter is associated；When server receives the customer information of broker server transmission, client's letter is obtained
Associated broker's letter and house property project information are ceased, judges whether the broker's letter is associated with the house property project information
Corresponding consultant's information will be described when the broker's letter is associated with the corresponding consultant's information of the house property project information
Customer information and consultant's information are associated；The visitor that the associated broker's push of purchase of property consultant can be come due to server
Family is automatically assigned to the consultant, searches the consultant manually without consultant administrator and is allocated, saves the time.
Detailed description of the invention
Fig. 1 is the structural schematic diagram of the associated apparatus for the customer information that the embodiment of the present invention is related to；
Fig. 2 is the flow diagram of the correlating method first embodiment of customer information of the present invention；
Fig. 3 is the flow diagram of the correlating method second embodiment of customer information of the present invention；
Fig. 4 is the flow diagram of the correlating method 3rd embodiment of customer information of the present invention；
Fig. 5 is the flow diagram of the correlating method fourth embodiment of customer information of the present invention.
The embodiments will be further described with reference to the accompanying drawings for the realization, the function and the advantages of the object of the present invention.
Specific embodiment
It should be appreciated that the specific embodiments described herein are merely illustrative of the present invention, it is not intended to limit the present invention.
The primary solutions of the embodiment of the present invention are: when receiving the customer information of broker server transmission, obtaining
Take the associated broker's letter of the customer information and house property project information；It is described to judge whether the broker's letter is associated with
The corresponding consultant's information of house property project information；The corresponding consultant's letter of the house property project information is associated in the broker's letter
When breath, the customer information and consultant's information are associated.
Due in the prior art, when customer information needs to distribute to specific consultant, consultant administrator needs to search manually
The specific consultant can just be allocated out, need to take considerable time.
The present invention provides a solution, enables the server to the client for carrying out the associated broker's push of purchase of property consultant
It is automatically assigned to the consultant, the consultant is searched manually without consultant administrator and is allocated, save the time.
As shown in Figure 1, Fig. 1 is the terminal structure schematic diagram for the hardware running environment that the embodiment of the present invention is related to.
As shown in Figure 1, the terminal may include: processor 1001, such as CPU, network interface 1004, user interface
1003, memory 1005, communication bus 1002.Wherein, communication bus 1002 is for realizing the connection communication between these components.
User interface 1003 may include display screen (Display), input unit such as keyboard (Keyboard), optional user interface
1003 can also include standard wireline interface and wireless interface.Network interface 1004 optionally may include that the wired of standard connects
Mouth, wireless interface (such as WI-FI interface).Memory 1005 can be high speed RAM memory, be also possible to stable memory
(non-volatile memory), such as magnetic disk storage.Memory 1005 optionally can also be independently of aforementioned processor
1001 storage device.
It will be understood by those skilled in the art that the restriction of the not structure paired terminal of terminal structure shown in Fig. 1, can wrap
It includes than illustrating more or fewer components, perhaps combines certain components or different component layouts.
As shown in Figure 1, as may include that operating system, network are logical in a kind of memory 1005 of computer storage medium
Believe the associated program of module, Subscriber Interface Module SIM and customer information.
In terminal shown in Fig. 1, network interface 1004 is mainly used for connecting background server, carries out with background server
Data communication；User interface 1003 is mainly used for connecting client (user terminal), carries out data communication with client；And processor
1001 can be used for calling the associated program of the customer information stored in memory 1005, and execute following operation:
When receiving the customer information of broker server transmission, the associated broker's letter of the customer information is obtained
With house property project information；
Judge whether the broker's letter is associated with the corresponding consultant's information of the house property project information；
When the broker's letter is associated with the corresponding consultant's information of the house property project information, by the customer information
It is associated with consultant's information.
Further, processor 1001 can call the associated program of the customer information stored in memory 1005, also hold
The following operation of row:
When receiving broker's letter's association request, the corresponding consultant's information of broker's letter's association request is obtained
With target broker's letter；
Consultant's information and the target broker's letter are associated.
Further, processor 1001 can call the associated program of the customer information stored in memory 1005, also hold
The following operation of row:
When receiving the house property project information access request that terminal is received and sent based on house property chain, the house property project is obtained
The corresponding customer information of formation access requests and house property project information and the house property link corresponding adviser on targeting's information；
Judge whether the customer information is associated with the corresponding consultant's information of the house property project information；
When the not associated house property project information of the customer information corresponds to consultant's information, by the customer information and institute
Adviser on targeting's information is stated to be associated.
Further, processor 1001 can call the associated program of the customer information stored in memory 1005, also hold
The following operation of row:
When receiving the customer information of terminal transmission, the corresponding user information of the terminal is obtained；
Obtain the corresponding user type of the user information；
When the user type is consultant, the customer information and the user information are associated.
Further, processor 1001 can call the associated program of the customer information stored in memory 1005, also hold
The following operation of row:
When receiving the customer information association request of terminal transmission, the corresponding room of the customer information association request is obtained
Produce project information and consultant's information；
The corresponding common customer information of the house property project information is obtained, client's choosing is generated according to the common customer information
Interface is selected, and client's selection interface is sent to the terminal, wherein the common customer information includes not associated consultant
The customer information of information and consultant's administrator's information；
When receiving the selection operation that the terminal is triggered based on client's selection interface, the selection operation is obtained
Corresponding target customer's information；
Target customer's information and consultant's information are associated.
Further, processor 1001 can call the associated program of the customer information stored in memory 1005, also hold
The following operation of row:
When receiving the customer information distribution request of terminal transmission, customer information to be allocated and consultant administrator letter are obtained
Breath；
Consultant's selection interface is generated according to consultant's information of the consultant administrator information association, and the consultant is selected
Interface is sent to the terminal；
When receiving the selection operation that the terminal is triggered based on consultant's selection interface, the selection operation is obtained
Corresponding adviser on targeting's information；
The customer information to be allocated and adviser on targeting's information are associated.
Further, processor 1001 can call the associated program of the customer information stored in memory 1005, also hold
The following operation of row:
Obtain corresponding consultant administrator information according to the customer information distribution request, and by not associated consultant's information with
And the customer information of consultant's administrator's information is as customer information to be allocated；
Alternatively, obtaining corresponding consultant administrator information according to the customer information distribution request, and the consultant is managed
The customer information of people's information association is managed as customer information to be allocated.
According to above scheme, when consultant cooperates with broker, broker's letter can be sent by terminal to server and closed
Connection request, so that consultant's information and broker's letter are associated by server；When server receives broker's service
When the customer information that device is sent, the associated broker's letter of the customer information and house property project information are obtained, judges the warp
Whether discipline people information is associated with the corresponding consultant's information of the house property project information, is associated with the room in the broker's letter
When producing the corresponding consultant's information of project information, the customer information and consultant's information are associated；Due to server energy
Enough clients for carrying out the associated broker's push of purchase of property consultant are automatically assigned to the consultant, search manually without consultant administrator
The consultant is allocated, and saves the time.
Referring to Fig. 2, Fig. 2 is the flow diagram of the correlating method first embodiment of customer information of the present invention, the client
The correlating method of information includes:
Step S10 obtains the associated warp of the customer information when receiving the customer information of broker server transmission
Discipline people information and house property project information；
The correlating method of customer information provided by the invention is mainly used in project management field, particularly for real estate item
In mesh management domain.The terminal that the association of customer information provided by the invention is related to include but is not limited to mobile phone, tablet computer and
Computer etc. is pre-loaded with relevant application system, including but not limited to APP or Web page system etc. in the terminal.
Technical solution provided in this embodiment, consultant (purchase of property consultant) can be with proactive contact broker (realtor)
Cooperation carries out client's expansion, after adviser to broker, broker's letter's association can be sent by terminal to server and is asked
It asks, so that the corresponding customer information of client broker's letter corresponding with cooperation broker is associated by server.Tool
Body, client sends broker's letter's association request by terminal to server, includes in broker's letter's association request
Target broker's letter when server receives broker's letter's association request, obtains broker's letter's association and asks
Corresponding consultant's information and the target broker's letter are asked, consultant's information and the target broker's letter are closed
Connection.
Further, in this embodiment server can be associated with broker server device by interface foundation, house property is opened
After house property project is entrusted to bucketing or consultant and broker to establish cooperation by hair quotient, broker obtains house property project letter
Breath is promoted, to obtain potential customers, when broker gets potential customers and by the corresponding visitor of potential customers' information
After family information is uploaded to the broker server, the broker server calls corresponding interface, by the customer information
The server is sent to associated broker's letter and project information.Server receives the broker server and sends
Broker server send customer information when, obtain the associated broker's letter of the customer information and house property project letter
Breath.
Step S20, judges whether the broker's letter is associated with the corresponding consultant's information of the house property project information；
In the broker for promoting the house property project, other than the broker that consultant cooperates, there are also real estate developers
The broker of commission, wherein the corresponding broker's letter of the broker that consultant cooperates is associated with consultant's information of cooperation, Ke Yili
Solution, consultant's information association have house property project information.After server gets the associated broker's letter of customer information,
Further judge whether the broker's letter is associated with the corresponding consultant's information of the house property project information, that is, judges the warp
Whether there are cooperative relationship with the consultant of the house property project by the corresponding broker of discipline people's information.
Step S30 will be described when the broker's letter is associated with the corresponding consultant's information of the house property project information
Customer information and consultant's information are associated.
When determining that the broker's letter is associated with the corresponding consultant's information of the house property project information, illustrate the warp
The corresponding broker of discipline people's information and the consultant of the house property project there are cooperative relationship, then server by the house property information with
Consultant's information is associated, and the corresponding customer information of broker's letter is distributed to the consultant that the broker cooperates.Into
One step, it, can also be corresponding to consultant's information after server is associated the customer information and consultant's information
Terminal sends prompting message, to remind the corresponding consultant of consultant's information to carry out in time to the corresponding client of the customer information
Follow-up.
Technical solution provided in this embodiment can be sent by terminal to server and be passed through when consultant cooperates with broker
Discipline people's information association request, so that consultant's information and broker's letter are associated by server；When server receives
When the customer information that broker server is sent, the associated broker's letter of the customer information and house property project information are obtained,
Judge whether the broker's letter is associated with the corresponding consultant's information of the house property project information, is closed in the broker's letter
When being associated with the corresponding consultant's information of the house property project information, the customer information and consultant's information are associated；By
It is automatically assigned to the consultant in the client that server can carry out the associated broker's push of purchase of property consultant, is managed without consultant
The dynamic lookup consultant of manpower is allocated, and saves the time.
Further, referring to Fig. 3, Fig. 3 is the flow diagram of the correlating method second embodiment of customer information of the present invention,
Based on first embodiment, the correlating method of the customer information further include:
Step S40, when receiving the house property project information access request that terminal is received and sent based on house property chain, described in acquisition
The corresponding customer information of house property project information access request and house property project information and the house property link corresponding target and care for
Ask information；
Step S50, judges whether the customer information is associated with the corresponding consultant's information of the house property project information；
Step S60, when the not associated house property project information of the customer information corresponds to consultant's information, by the client
Information and adviser on targeting's information are associated.
Consultant participates in the mode that client expands, can also be voluntarily other than establishing cooperation progress client with broker and expanding
Carry out client's expansion, such as send house property project link, provide be printed on comprising house property project link two dimensional code business card or
The modes such as phone contact, which are carried out, opens up visitor.
In the present embodiment, when consultant wants to carry out client's expansion, available includes house property project information and consultant's information
House property project link, or comprising the house property project link two dimensional code, specifically, consultant by terminal to server hair
The link of house property project or two dimensional code acquisition request are sent, server receives the house property project link or two dimensional code acquisition request
Afterwards, Xiang Suoshu terminal sends the house property project link or the two dimensional code.Consultant get house property project link or
After the two dimensional code, the house property project can be linked or the two dimensional code is supplied to client.For example, consultant can will be described
House property item chain connected terminal and is sent to terminal where client, so that client is checked by terminal click；It can also will be described
Terminal where two dimensional code is sent to client by terminal, so that client passes through two dimensional code described in terminal recognition；Alternatively, consultant may be used also
To print two dimensional code, it is supplied to client, so that client is scanned by terminal, such as by the way that two dimensional code is imprinted on Gu
Ask in the advertisement of an on piece or bus stop board etc..After house property project link that Customer Acquisition is provided to consultant or two dimensional code,
Described link to server transmission house property project information can be clicked by terminal and checks request, or is sent out by terminal recognition consultant
The electronic two-dimensional code sent gets the house property project link for including in the two dimensional code, is linked by the house property project to clothes
Business device sends house property project information access request, or the two dimensional code for the papery that consultant provides is scanned by terminal, terminal scanning
The house property project link for including in the two dimensional code is got after two dimensional code, is linked by the house property project to server and is sent
House property project information access request.
Server receives terminal when checking request based on the house property project information that the house property item chain receives and sends, and obtains
The house property item access request to customer information and house property project information, and obtain house property item chain obtain get it is described
The adviser on targeting's information for including in the link of house property project；Then judge whether the customer information is associated with the house property project letter
Cease corresponding consultant's information, determine the house property project information and the customer information is not associated have consultant's information when, then say
Bright other consultants for not having identical house property project also are associated follow-up to the corresponding client of the customer information, described in server
Customer information and adviser on targeting's information are associated, and the corresponding consultant of adviser on targeting's information can be checked by terminal
Associated customer information, then follows up.It is to be appreciated that the either step of step S40 and step S10 to step S30
Between without precedence relationship, Fig. 3 is a kind of flow diagram of scheme of the present embodiment.
In reality, consultant when voluntarily carrying out client's expansion, may by phone contact, recommend etc. service face to face
Device can not directly acquire customer information and the customer information and consultant's information are established associated mode.Therefore, further,
In the present embodiment, consultant can also upload the customer information got by terminal, and server determines the customer information received
When uploader when consultant, by the customer information and consultant's information association.Specifically, when consultant is joined by the inferior mode of line
When being to client, customer information can be sent by terminal to server.When server receives the customer information of terminal transmission, obtain
The corresponding user account information of the terminal is taken, user information is further obtained by the user account information, is then obtained
The corresponding user type of the user information believes the customer information and the user when the user type is consultant
Breath is associated.It is understood that server can be according to preset allocation rule certainly when the user type is not consultant
It is dynamic that the customer information is distributed into consultant, or customer information administrator's information corresponding with house property project information is closed
Connection, then there is the corresponding administrator of administrator's information further to be distributed.
Technical solution provided in this embodiment, consultant can obtain the link of house property project, the room by terminal to server
The link of production project includes house property project information and adviser on targeting's information, is based on the house property item chain when server receives terminal
When the house property project information received and sent checks request, the corresponding customer information of the house property project information access request and room are obtained
It produces project information and the house property links corresponding adviser on targeting's information, then judge whether the customer information is associated with
The corresponding consultant's information of house property project information is stated, corresponds to consultant's information in the not associated house property project information of the customer information
When, the customer information and adviser on targeting's information are associated；So that consultant can be more convenient progress visitor
Family is expanded.
Further, referring to Fig. 4, Fig. 4 is the flow diagram of the correlating method 3rd embodiment of customer information of the present invention,
Based on first or second embodiments, the correlating method of the customer information further include:
Step S70 obtains the customer information association request when receiving the customer information association request of terminal transmission
Corresponding house property project information and consultant's information；
Step S80 obtains the corresponding common customer information of the house property project information, raw according to the common customer information
The terminal is sent at client's selection interface, and by client's selection interface, wherein the common customer information includes not
It is associated with the customer information of consultant's information and consultant's administrator's information；
Step S90, when receiving the selection operation that the terminal is triggered based on client's selection interface, described in acquisition
The corresponding target customer's information of selection operation；
Target customer's information and consultant's information are associated by step S100.
In reality, can often have client and distribute to consultant, consultant follow-up not in time the case where or client point
After being assigned to consultant administrator (such as supervisor or manager of advisory group), client is distributed to management not in time by consultant administrator
Consultant follows up, and does not only result in the waste of customer resources, it is also possible to when other consultants being caused not have client that can follow up, cause
Consultant's is idle.Therefore, technical solution provided in this embodiment, server can follow up not in time associated customer information in consultant
Or consultant administrator releases customer information and consultant or consultant administrator when associated customer information being distributed to consultant not in time
Association, the customer information, which enters public objective pond, becomes common customer information, the corresponding consultant of house property project information
It carries out robbing objective follow-up in public objective pond.
Specifically, firstly, server can detect consultant to the corresponding client's of associated customer information in preset time point
Follow up situation, and when consultant is overdue to the corresponding client of associated customer information not to follow up, server releases consultant's information and visitor
The association of family information.Specifically, firstly, server obtains consultant's information when current point in time reaches the first preset time point
Associated customer information.It is understood that the first preset time point can self-setting according to the actual situation, herein not
Do concrete restriction；For example, the first preset time point can be set to daily 24:00.Server gets consultant's information
After associated customer information, the customer information corresponding newest follow-up time point, the newest follow-up time are further obtained
Point is the follow-up time point nearest apart from current point in time.It is understood that when consultant to associated customer information not into
When row follow-up, then the newest follow-up time point is consultant's information and the customer information associated time point.Server
After getting the customer information corresponding newest follow-up time point, further with calculate current point in time and the newest follow-up
The first time interval at time point.After the first time interval is calculated in server, judge that the first time interval is
It is no to be greater than the first preset duration, when determining that the first time interval is greater than the first preset duration, then described in server releasing
The customer information is put into public objective pond, so that the customer information is corresponding by the association of consultant's information and the customer information
The corresponding all consultants of project information check or are associated with consultant administrator.It is understood that it is described first it is default when
Length can self-setting according to the actual situation, be not particularly limited herein；For example, first preset duration may be configured as 3 days.
Further, when the corresponding client of the customer information of consultant's information association carries out building transaction, then consultant completes to this
The follow-up of client, server is to the customer information and consultant's information permanent association at this time.Specifically, server is got
After the customer information of consultant's information association, corresponding newest follow-up information is obtained, judges the latest update information
Whether be transaction, when determining the more new information is not transaction, execute it is described obtain the customer information it is corresponding it is newest with
The step of into time point, when determining the more new information for transaction, then end operation, to realize that client carries out building transaction
The permanent association of the customer information and consultant's information afterwards.
Secondly, server obtains the visitor of consultant administrator information association when current time reaches the second preset time point
Family information, wherein the consultant administrator can be manager or supervisor of advisory group etc., and the consultant administrator can will be associated with
Customer information distribute to the consultant of management, when the consultant administrator distributes associated customer information to consultant, service
Device establishes the association between corresponding consultant's information and the customer information of distribution.Server gets consultant's administrator's message tube
After consultant's information of reason, the correlation time point of the consultant administrator information and the customer information is further obtained, calculating is worked as
Second time interval at preceding time point and the correlation time point, when second time interval is greater than the second preset duration,
Server releases the association of the consultant administrator information and the customer information.At this point, if the customer information is unallocated
To consultant, then the not associated consultant's information of the customer information, server release the consultant administrator information and client letter
After the association of breath, the customer information enters public objective pond, for the corresponding all Gus of the corresponding project information of the customer information
It asks and is checked and be associated with；If the customer information is the allocated to consultant, server releases the consultant administrator letter
It is described since the customer information of the distribution is associated with consultant's information after the association of breath and the customer information of the distribution
The customer information of distribution will not fall into public objective pond.It is understood that the second preset time point can according to the actual situation certainly
Row setting, is not particularly limited, such as the second preset time point can be set to daily 24:00 herein.It is understood that
Be, second preset duration can self-setting according to the actual situation, be not particularly limited herein, for example, described second is pre-
If duration may be configured as 3 days.
Again, for consultant during client follows up, by following up, situation judges the purchase intention of client, and can lead to
It crosses after the terminal login application system and target customer's state is chosen based on customer status selection interface, send client to server
State updates request；When server receives the customer status update request that the terminal is sent, the customer status is obtained more
Corresponding customer information and target customer's state are newly requested, the corresponding customer status of the customer information is then updated to institute
State target customer's state.It is understood that the type of the customer status can self-setting according to the actual situation, do not do herein
Concrete restriction, for example, " effective " and engineering noise two states can be set by the customer status；Further, as the visitor
When information corresponding customer status in family is engineering noise, server releases the association of the customer information and consultant's information, will
The customer information is put into public objective pond, so that other consultant clients check the customer information, when viewing the customer information
Consultant think the client there is also follow-up value when, the client can be obtained and be associated follow-up.
Consultant after terminal login system, can to server send customer information association request when, server its reception
To terminal send customer information association request when, obtain the corresponding house property project information of the customer information association request and Gu
It asks information, then obtains the corresponding common customer information of the house property project information, visitor is generated according to the common customer information
Family selection interface, and client's selection interface is sent to the terminal, wherein the common customer information includes not associated
The customer information of consultant's information and consultant's administrator's information, server are received the terminal and are touched based on client's selection interface
When the selection operation of hair, the corresponding target customer's information of the selection operation is obtained, by target customer's information and the Gu
Ask that information is associated.It is to be appreciated that without successively pass between the either step of step S70 and step S10 to step S60
System, Fig. 4 is a kind of flow diagram of scheme of the present embodiment.
Technical solution provided in this embodiment, when consultant follows up the customer information of corresponding consultant's information association not in time,
Perhaps consultant administrator distributes corresponding consultant administrator information association not in time customer information or consultant are by corresponding Gu
When asking that the customer status of the customer information of information association is revised as invalid, server releases the customer information and the consultant believes
The association of breath or consultant's administrator's information, the customer information, which enters public objective pond, becomes common customer；Server receives terminal
When the customer information association request of transmission, the corresponding house property project information of the customer information association request and consultant's letter are obtained
Breath, then obtains the corresponding common customer information of the house property project information, generates client's choosing according to the common customer information
Interface is selected, and client's selection interface is sent to the terminal, is based on client selection circle when receiving the terminal
When the selection operation of face triggering, the corresponding target customer's information of the selection operation is obtained, by target customer's information and institute
Consultant's information is stated to be associated；It is carried out so that consultant can obtain common customer from public objective pond when lacking follow-up client
Association follow-up.
Further, referring to Fig. 5, Fig. 5 is the flow diagram of the correlating method fourth embodiment of customer information of the present invention,
Any embodiment based on first into 3rd embodiment, the correlating method of the customer information further include:
Step S110 obtains customer information to be allocated and Gu when receiving the customer information distribution request of terminal transmission
Ask administrator's information；
Step S120 generates consultant's selection interface according to consultant's information of the consultant administrator information association, and by institute
It states consultant's selection interface and is sent to the terminal；
Step S130 obtains institute when receiving the selection operation that the terminal is triggered based on consultant's selection interface
State the corresponding adviser on targeting's information of selection operation；
The customer information to be allocated and adviser on targeting's information are associated by step S140.
In the present embodiment, consultant administrator is in addition to that can distribute the customer information of the consultant administrator information association
Outside to consultant, the customer information of not associated consultant's information and consultant's administrator's information in the public objective pond can also be distributed to Gu
It asks.
Specifically, when consultant administrator needs to distribute customer information to consultant, customer information to be allocated is chosen, to service
Device sends customer information distribution request, wherein the customer information to be allocated can be the consultant administrator information association
Consultant's information, be also possible to the customer information of not associated consultant's information and consultant's administrator's information in public objective pond.Server connects
When receiving the distribution request that the terminal is sent, the corresponding customer information to be allocated of the customer information distribution request and Gu are obtained
It asks administrator's information, then obtains consultant's information of the consultant administrator information association, generated and cared for according to consultant's information
It asks selection interface, and consultant's selection interface is sent to the terminal；Consultant administrator is selected by terminal in the consultant
It selects triggering selection on interface to operate, chooses adviser on targeting's information, the adviser on targeting is sent to server；Server receives
When the selection operation that the terminal is triggered based on consultant's selection interface, the corresponding adviser on targeting's letter of the selection operation is obtained
Breath, the customer information to be allocated and adviser on targeting's information are associated.It is to be appreciated that step S110 and step
Without precedence relationship between the either step of S10 to step S100, Fig. 5 is a kind of flow diagram of scheme of the present embodiment.
It is understood that in the technical solution that other embodiments of the invention provide, consultant administrator is in addition to can be straight
It connects and distributes to the customer information of not associated consultant's information and consultant's administrator's information in public objective pond outside consultant, it can also first directly
Carry out robbing visitor in public objective pond, device to be serviced by not associated consultant's information in the consultant administrator information and the public objective pond and
After the customer information of consultant's administrator's information is associated, the consultant administrator again distributes associated customer information to Gu
It asks.Specifically, consultant administrator can be based on not associated consultant's information and consultant administrator information to server by terminal
Customer information association request is sent, so that server is by the customer information and the consultant administrator information association；Server
When receiving the customer information association request that the terminal is sent, obtain the corresponding consultant administrator information of the association request and
The consultant administrator information and the customer information are associated by customer information.
Technical solution provided in this embodiment obtains when server receives the customer information distribution request of terminal transmission
Then customer information to be allocated and consultant's administrator's information are generated according to consultant's information of the consultant administrator information association and are cared for
It asks selection interface, and consultant's selection interface is sent to the terminal, selected when receiving the terminal based on the consultant
When selecting the selection operation of interface triggering, the corresponding adviser on targeting's information of the selection operation is obtained, by the customer information and institute
Adviser on targeting's information is stated to be associated；So that consultant administrator can be from public objective pond in the case where lacking customer information
Obtain the consultant that common customer distributes to management.
In addition, in order to achieve the above object, the embodiment of the present invention also provides a kind of associated apparatus of customer information, the client
The associated apparatus of information includes: memory, processor and is stored on the memory and can run on the processor
The associated program of customer information realizes that as above any one is implemented when the associated program of the customer information is executed by the processor
The step of correlating method of customer information described in example.
In addition, being stored on the storage medium in order to achieve the above object, the embodiment of the present invention also provides a kind of storage medium
There is the associated program of customer information, as above any one embodiment is realized when the associated program of the customer information is executed by processor
The step of correlating method of the customer information.
It should be noted that, in this document, the terms "include", "comprise" or its any other variant are intended to non-row
His property includes, so that the process, method, article or the system that include a series of elements not only include those elements, and
And further include other elements that are not explicitly listed, or further include for this process, method, article or system institute it is intrinsic
Element.In the absence of more restrictions, the element limited by sentence "including a ...", it is not excluded that including being somebody's turn to do
There is also other identical elements in the process, method of element, article or system.
The serial number of the above embodiments of the invention is only for description, does not represent the advantages or disadvantages of the embodiments.
Through the above description of the embodiments, those skilled in the art can be understood that above-described embodiment side
Method can be realized by means of software and necessary general hardware platform, naturally it is also possible to by hardware, but in many cases
The former is more preferably embodiment.Based on this understanding, technical solution of the present invention substantially in other words does the prior art
The part contributed out can be embodied in the form of software products, which is stored in one as described above
In storage medium (such as ROM/RAM, magnetic disk, CD), including some instructions are used so that terminal device (it can be mobile phone,
Computer, server or network equipment etc.) execute method described in each embodiment of the present invention.
The above is only a preferred embodiment of the present invention, is not intended to limit the scope of the invention, all to utilize this hair
Equivalent structure or equivalent flow shift made by bright specification and accompanying drawing content is applied directly or indirectly in other relevant skills
Art field, is included within the scope of the present invention.
Claims (9)
1. a kind of correlating method of customer information, which is characterized in that the correlating method of the customer information the following steps are included:
When receiving the customer information of broker server transmission, the associated broker's letter of the customer information and room are obtained
Produce project information；
Judge whether the broker's letter is associated with the corresponding consultant's information of the house property project information；
When the broker's letter is associated with the corresponding consultant's information of the house property project information, by the customer information and institute
Consultant's information is stated to be associated.
2. the correlating method of customer information as described in claim 1, which is characterized in that the correlating method of the customer information is also
Include:
When receiving broker's letter's association request, the corresponding consultant's information of broker's letter's association request and mesh are obtained
Mark broker's letter；
Consultant's information and the target broker's letter are associated.
3. the correlating method of customer information as described in claim 1, which is characterized in that the correlating method of the customer information is also
Include:
When receiving the house property project information access request that terminal is received and sent based on house property chain, the house property project information is obtained
The corresponding customer information of access request and house property project information and the house property link corresponding adviser on targeting's information；
Judge whether the customer information is associated with the corresponding consultant's information of the house property project information；
When the not associated house property project information of the customer information corresponds to consultant's information, by the customer information and the mesh
Mark consultant's information is associated.
4. the correlating method of customer information as described in claim 1, which is characterized in that the correlating method of the customer information is also
Include:
When receiving the customer information of terminal transmission, the corresponding user information of the terminal is obtained；
Obtain the corresponding user type of the user information；
When the user type is consultant, the customer information and the user information are associated.
5. the correlating method of customer information according to any one of claims 1-4, which is characterized in that the pass of the customer information
Linked method further include:
When receiving the customer information association request of terminal transmission, the corresponding house property item of the customer information association request is obtained
Mesh information and consultant's information；
The corresponding common customer information of the house property project information is obtained, client is generated according to the common customer information and selects boundary
Face, and client's selection interface is sent to the terminal, wherein the common customer information includes not associated consultant's information
With the customer information of consultant's administrator's information；
When receiving the selection operation that the terminal is triggered based on client's selection interface, it is corresponding to obtain the selection operation
Target customer's information；
Target customer's information and consultant's information are associated.
6. the correlating method of customer information according to any one of claims 1-4, which is characterized in that the pass of the customer information
Linked method further include:
When receiving the customer information distribution request of terminal transmission, customer information to be allocated and consultant's administrator's information are obtained；
Consultant's selection interface is generated according to consultant's information of the consultant administrator information association, and by consultant's selection interface
It is sent to the terminal；
When receiving the selection operation that the terminal is triggered based on consultant's selection interface, it is corresponding to obtain the selection operation
Adviser on targeting's information；
The customer information to be allocated and adviser on targeting's information are associated.
7. the correlating method of customer information as claimed in claim 6, which is characterized in that it is described obtain customer information to be allocated and
The step of consultant's administrator's information includes:
Corresponding consultant administrator information is obtained according to the customer information distribution request, and by not associated consultant's information and Gu
Ask the customer information of administrator's information as customer information to be allocated；
Alternatively, obtain corresponding consultant administrator information according to the customer information distribution request, and by the consultant administrator
The customer information of information association is as customer information to be allocated.
8. a kind of associated apparatus of customer information, which is characterized in that the associated apparatus of the customer information includes: memory, place
Reason device and the associated program for being stored in the customer information that can be run on the memory and on the processor, client's letter
The association of the customer information as described in any one of claims 1 to 7 is realized when the associated program of breath is executed by the processor
The step of method.
9. a kind of storage medium, which is characterized in that be stored with the associated program of customer information, the client on the storage medium
The affiliated party of the customer information as described in any one of claims 1 to 7 is realized when the associated program of information is executed by processor
The step of method.
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| CN201811500766.0A CN109583784A (en) | 2018-12-07 | 2018-12-07 | Correlating method, device and the storage medium of customer information |
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| CN201811500766.0A CN109583784A (en) | 2018-12-07 | 2018-12-07 | Correlating method, device and the storage medium of customer information |
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| CN110990727A (en) * | 2019-11-01 | 2020-04-10 | 贝壳技术有限公司 | Broker information display method, device, storage medium and equipment |
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| CN117314564A (en) * | 2023-09-26 | 2023-12-29 | 选房宝(珠海横琴)数字科技有限公司 | Client clue pushing method, device, equipment and storage medium |
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Application publication date: 20190405 |