CN109784860A - Data-updating method, device, computer installation and storage medium - Google Patents
Data-updating method, device, computer installation and storage medium Download PDFInfo
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- CN109784860A CN109784860A CN201910045721.7A CN201910045721A CN109784860A CN 109784860 A CN109784860 A CN 109784860A CN 201910045721 A CN201910045721 A CN 201910045721A CN 109784860 A CN109784860 A CN 109784860A
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Abstract
The present invention provides a kind of data-updating method, comprising: obtains business opportunity mail；Obtain the business opportunity stage locating for the middle business opportunity of the business opportunity mail；Judge in CRM system with the presence or absence of the business opportunity；If there are the business opportunities in the CRM system, it is updated according to business opportunity stage of the business opportunity stage locating for business opportunity in the business opportunity mail to business opportunity described in the CRM system.The invention also discloses a kind of data update apparatus, computer installation and computer readable storage mediums.The present invention timely updates the business opportunity in CRM system, improves the efficiency that business opportunity updates.
Description
Technical field
The present invention relates to field of computer technology more particularly to a kind of data-updating method, device, computer installation and deposit
Storage media.
Background technique
CRM system is the system be collected, manage to the data of client, analyzing, utilizing.The prior art
In, it usually needs it will be updated in CRM system manually with the business opportunity information in client's contact mail by employee, so
And this mode is time-consuming and laborious, and may also lead to since employee work is busy and forget to update, this is easy to cause customer relationship
The loss of customer data in management system is unfavorable for the preservation and utilization of customer data.
Summary of the invention
In view of the foregoing, it is necessary to which a kind of data-updating method, device, computer installation and storage medium, side are provided
Just efficiently by business opportunity information update into CRM system.
The present invention provides a kind of data-updating method, which comprises
Obtain business opportunity mail；
Obtain the business opportunity stage locating for business opportunity in the business opportunity mail；
Judge in CRM system with the presence or absence of the business opportunity；
If there are the business opportunities in the CRM system, according to the business opportunity stage locating for business opportunity in the business opportunity mail
The business opportunity stage of business opportunity described in the CRM system is updated.
In the optional implementation of the present invention, the business opportunity stage locating for business opportunity includes: in the acquisition business opportunity mail
Obtain the business opportunity information that the business opportunity mail includes；
According to the business opportunity information determine business opportunity in the business opportunity mail locating for the business opportunity stage.
In alternative embodiment of the present invention, the business opportunity stage locating for business opportunity includes: in the acquisition business opportunity mail
Judge the classification of the business opportunity mail；
According to the classification of the business opportunity mail determine business opportunity in the business opportunity mail locating for the business opportunity stage.
In the optional implementation of the present invention, the business opportunity stage according to locating for business opportunity in the business opportunity mail is to the client
The business opportunity stage of business opportunity described in relationship management system, which is updated, includes:
Obtain update business opportunity stage of the business opportunity in the CRM system；
Judge whether the business opportunity stage locating for business opportunity is the follow-up phase for having updated the business opportunity stage in the business opportunity mail；
If the business opportunity stage locating for business opportunity is the follow-up phase for having updated the business opportunity stage in the business opportunity mail, according to described
The business opportunity stage locating for business opportunity is to having updated the subsequent of business opportunity stage in business opportunity mail described in the CRM system
Stage is updated.
In alternative embodiment of the present invention, the classification of the judgement business opportunity mail includes:
Whether the attachment for judging the business opportunity mail is price list；
If the attachment of the business opportunity mail is price list, determine the business opportunity mail for quotation class mail.
The present invention provides also a kind of data update apparatus, and described device includes:
First obtains module, for obtaining business opportunity mail；
Second obtains module, for obtaining the business opportunity stage locating for business opportunity in the business opportunity mail；
Judgment module, for judging in CRM system with the presence or absence of the business opportunity；
Update module, if for there are the business opportunities in the CRM system, according to business opportunity in the business opportunity mail
The locating business opportunity stage is updated the business opportunity stage of business opportunity described in the CRM system.
In alternative embodiment of the present invention, the second acquisition module is specifically used for:
Obtain the business opportunity information that the business opportunity mail includes；
According to the business opportunity information determine business opportunity in the business opportunity mail locating for the business opportunity stage.
In alternative embodiment of the present invention, the second acquisition module is specifically used for:
Judge the classification of the business opportunity mail；
According to the classification of the business opportunity mail determine business opportunity in the business opportunity mail locating for the business opportunity stage.
In alternative embodiment of the present invention, update module business opportunity stage according to locating for business opportunity in the business opportunity mail
The business opportunity stage of business opportunity described in the CRM system is updated and includes:
Obtain update business opportunity stage of the business opportunity in the CRM system；
Judge whether the business opportunity stage locating for business opportunity is the follow-up phase for having updated the business opportunity stage in the business opportunity mail；
If the business opportunity stage locating for business opportunity is the follow-up phase for having updated the business opportunity stage in the business opportunity mail, according to described
The business opportunity stage locating for business opportunity is to having updated the subsequent of business opportunity stage in business opportunity mail described in the CRM system
Stage is updated.
In alternative embodiment of the present invention, the second acquisition module judges that the classification of the business opportunity mail includes:
Whether the attachment for judging the business opportunity mail is price list；
If the attachment of the business opportunity mail is price list, determine the business opportunity mail for quotation class mail.
The present invention also provides a kind of computer installation, the computer installation includes memory and processor, the storage
Device is for storing at least one instruction, and the processor is for executing at least one described instruction to realize institute in any embodiment
The data-updating method stated.
The present invention also provides a kind of computer readable storage mediums, which is characterized in that the computer readable storage medium
It is stored at least one instruction, at least one described instruction realizes data described in any embodiment more when being executed by processor
New method.
The present invention provides a kind of data-updating method, device, computer installation and storage medium, obtains business opportunity mail；It obtains
Take the business opportunity stage locating for the middle business opportunity of the business opportunity mail；Judge in CRM system with the presence or absence of the business opportunity；
If there are the business opportunities in the CRM system, according to the business opportunity stage locating for business opportunity in the business opportunity mail to institute
The business opportunity stage for stating business opportunity described in CRM system is updated.By obtaining business opportunity mail and business opportunity mail institute
The business opportunity stage, and update the corresponding business opportunity stage in CRM system, update business opportunity manually without user
Information realizes the purpose conveniently by business opportunity information update into CRM system.
Detailed description of the invention
In order to more clearly explain the embodiment of the invention or the technical proposal in the existing technology, to embodiment or will show below
There is attached drawing needed in technical description to be briefly described, it should be apparent that, the accompanying drawings in the following description is only this
The embodiment of invention for those of ordinary skill in the art without creative efforts, can also basis
The attached drawing of offer obtains other attached drawings.
Fig. 1 is the flow chart of data-updating method provided in an embodiment of the present invention；
Fig. 2 is the functional block diagram of data update apparatus provided in an embodiment of the present invention；
Fig. 3 is the structural schematic diagram of the computer installation for the preferred embodiment that the present invention realizes data-updating method.
Specific embodiment
Following will be combined with the drawings in the embodiments of the present invention, and technical solution in the embodiment of the present invention carries out clear, complete
Site preparation description, it is clear that described embodiments are only a part of the embodiments of the present invention, instead of all the embodiments.It is based on
Embodiment in the present invention, it is obtained by those of ordinary skill in the art without making creative efforts every other
Embodiment shall fall within the protection scope of the present invention.
In order to make the foregoing objectives, features and advantages of the present invention clearer and more comprehensible, with reference to the accompanying drawing and specific real
Applying mode, the present invention is described in further detail.
As shown in FIG. 1, FIG. 1 is a kind of flow charts of data-updating method provided in an embodiment of the present invention.According to different
Demand, the sequence of step can change in the flow chart, and certain steps can be omitted.
S11 obtains business opportunity mail.
In the present embodiment, business opportunity refers to generate the chance of income or profit.Mail relevant to generation income or profit
Referred to as business opportunity mail, for example, inquiry mail of the client to product.
In the present embodiment, the business opportunity mail can be the mail in business opportunity mailing list.
In the present embodiment, business opportunity mail can be obtained from the mailbox list of mailbox, it can also be from customer relation management system
Business opportunity mail is obtained in mailing list in system.
Optionally, in other embodiments of the present invention, before obtaining business opportunity mail, the method also includes:
Obtain the sender and recipient of mail；
Whether the sender for judging the mail is corporate client and whether recipient is corporate business person；
If the sender of the mail is corporate client and recipient is corporate business person, determine that the mail is business opportunity postal
Part.
For example, obtaining the envelope mail in mailing list from mailbox (such as outlook mailbox), the transmission of the mail is obtained
Side and recipient, if the sender of the mail is corporate business person A, the recipient of the mail is corporate client B, described in determination
Mail is business opportunity mail.
S12 obtains the business opportunity stage locating for business opportunity in the business opportunity mail.
In the present embodiment, the business opportunity stage locating for business opportunity can be determined according to the e-mail messages of business opportunity mail.
In the present embodiment, the different business opportunity stages can be preset, difference can be set when applied to different companies
The business opportunity stage.
For example, the business opportunity stage includes: development phase, negotiation stage, inquiry stage, quotation stage, invoice stage.
Wherein, the development phase refers to the stage of exploitation client, usually sends exploitation letter to client in this stage, works as reception
When to client for new replied mail is developed, determine that the mail is business opportunity mail, the stage locating for business opportunity is to open in the mail
The hair stage；The negotiation stage refers to the stage linked up for a certain purchasing demand or cooperation；The inquiry stage refers to customer inquiries
The stage of commodity price and terms of trade；The quotation stage is after sending quotation to client, to receive client and carry out for quotation
The stage of communication；The invoice stage is the stage drawn a bill etc. and to link up financial matters.
In other embodiments, the business opportunity stage can also be following several stages: negotiation stage, stage of striking a bargain, cargo fortune
Defeated stage, invoice stage.
Further, in other embodiments of the present invention, described to obtain business opportunity rank locating for business opportunity in the business opportunity mail
Section include:
Obtain the business opportunity information that the business opportunity mail includes；
According to the business opportunity information determine business opportunity in the business opportunity mail locating for the business opportunity stage.
For example, obtaining the business opportunity mail C of corporate business person A, the e-mail messages (mail for including according to the business opportunity mail C
Information can be the attachment of the text message of mail, the title of mail or mail) obtain business opportunity information.If in business opportunity mail C
Attachment be price list determined in the business opportunity mail C locating for business opportunity according to the business opportunity quotation information that business opportunity mail C includes
The business opportunity stage is the quotation stage.
Optionally, it can also first judge the classification of business opportunity mail, then the classification according to business opportunity mail determines locating for business opportunity
The business opportunity stage.
Further, in other embodiments of the present invention, described to obtain business opportunity rank locating for business opportunity in the business opportunity mail
Section include:
Judge the classification of the business opportunity mail；
According to the classification of the business opportunity mail determine business opportunity in the business opportunity mail locating for the business opportunity stage.
In the present embodiment, the classification of business opportunity mail can be exploitation class business opportunity mail, negotiation class business opportunity mail, inquiry class quotient
Machine mail, quotation class business opportunity mail, invoice class business opportunity mail.It can be to preset which classification business opportunity mail, which can be divided into,
, the classification of business opportunity mail can be corresponded with the business opportunity stage.
In the present embodiment, according to the classification of the business opportunity mail determine business opportunity in the business opportunity mail locating for business opportunity rank
Section comprises determining that the business opportunity stage locating for business opportunity is the stage corresponding with the classification of the business opportunity mail in business opportunity mail.
For example, determining the business opportunity stage locating for business opportunity mail for exploitation rank if judging the classification of business opportunity mail to develop class
Section；If judging the classification of business opportunity mail for negotiation class, the business opportunity stage locating for business opportunity mail that determines is the negotiation stage.
Optionally, in other embodiments of the present invention, the classification of the judgement business opportunity mail includes:
Obtain the contact business opportunity mail of the corporate client and corporate business person in business opportunity mailing list；
Judge the number of the contact business opportunity mail of the corporate client and corporate business person；
If the business opportunity mail is that the contact number that corporate business person issues corporate client and business opportunity mail is preset times,
Determine the business opportunity mail for exploitation class mail.
Wherein, preset times can be pre-set, for example, preset times be it is primary, then as corporate business person and public affairs
When the business opportunity mail contact number for taking charge of client is one time, determine the business opportunity mail for exploitation class mail.
In the present embodiment, when the contact mail preset times of business opportunity mail are for the moment, on the basis of exploitation class mail
The mail that client sends again is negotiation class mail.
For example, there are business opportunity mailing lists in CRM system, business opportunity postal is obtained in business opportunity mailing list
Part C, wherein the business opportunity mail C is the contact mail of corporate business person A and corporate client B, can be according to the business opportunity mail
The theme of C judges the number of the business opportunity mail, if the business opportunity mail C is that corporate business person A issues the first of corporate client B
Mail is sealed, determines that the business opportunity mail C belongs to exploitation class mail.If receiving the business opportunity postal that corporate business person A issues corporate client B
Part obtains the replied mail D of the business opportunity mail, if the replied mail D of the business opportunity mail is the reply based on business opportunity mail C
Mail determines that the replied mail D of the business opportunity mail belongs to negotiation class mail.
Optionally, in other embodiments of the present invention, the classification of the judgement business opportunity mail includes:
Whether the attachment for judging the business opportunity mail is price list；
If the attachment of the business opportunity mail is price list, determine the business opportunity mail for quotation class business opportunity mail.
For example, the contact mail of corporate business person and corporate client are obtained, if the contact mail belongs to business opportunity mail simultaneously
And there are attachmentes in the business opportunity mail, judge whether attachment is price list according to the title of attachment in business opportunity mail, if so,
Determine the business opportunity mail for quotation class business opportunity mail.
S13 judges in CRM system with the presence or absence of the business opportunity.
Judge that whether there is business opportunity in CRM system includes: to obtain business opportunity keyword in business opportunity mail, judgement
With the presence or absence of the business opportunity with the business opportunity Keywords matching got in CRM system, and if it exists, judge customer relationship
There are the business opportunities in management system, if it does not exist, judge that there is no the business opportunities in CRM system.
S14, if there are the business opportunities in the CRM system, according to locating for business opportunity in the business opportunity mail
The business opportunity stage is updated the business opportunity stage of business opportunity described in the CRM system.
In the present embodiment, there are when business opportunity in CRM system, the business opportunity stage of the business opportunity is updated.
For example, can be determined locating for the business opportunity mail C if the business opportunity information of the business opportunity mail C is quotation category information
The business opportunity stage be the quotation stage, the quotation stage of the business opportunity in CRM system is updated；If the business opportunity
Mail C belongs to consult class mail, determines that the business opportunity stage locating for the business opportunity mail C is the negotiation stage, by customer relationship pipe
The negotiation stage of the business opportunity is updated in reason system.
Further, in other embodiments of the present invention, the business opportunity rank according to locating for business opportunity in the business opportunity mail
Section, which is updated the business opportunity stage of business opportunity described in the CRM system, includes:
Obtain update business opportunity stage of the business opportunity in the CRM system；
Judge whether the business opportunity stage locating for business opportunity is the follow-up phase for having updated the business opportunity stage in the business opportunity mail；
If the business opportunity stage locating for business opportunity is the follow-up phase for having updated the business opportunity stage in the business opportunity mail, according to described
The business opportunity stage locating for business opportunity is to having updated the subsequent of business opportunity stage in business opportunity mail described in the CRM system
Stage is updated.
In the present embodiment, business opportunity can be divided into the different stages according to the different time contacted with from client, therefore, according to when
Between sequence, the business opportunity stage, there is also precedence relationships.For example, the inquiry stage is the previous business opportunity stage in quotation stage.
It is described to have updated the business opportunity stage and refer to the stage that some business opportunity has had updated, for example, if a certain business opportunity develops rank
Section has updated, and next stage to be updated is the contact stage, then contacts with the follow-up phase that the stage is the development phase.
For example, if the business opportunity stage locating for business opportunity in business opportunity mail is the quotation stage, and the quotation stage is institute
The follow-up phase for stating the inquiry stage, it is the inquiry stage that the business opportunity stage has been updated in CRM system, then business opportunity mail
In business opportunity locating for the business opportunity stage be the follow-up phase for having updated the business opportunity stage, to the inquiry rank in CRM system
Latter stage, that is, quotation stage of section is updated.
In other embodiments of the invention, the update in business opportunity stage is carried out when network state is the WIFI connection of safety, and
And forbid being updated when being connected to unknown network, improve the safety of data when updating, it is ensured that CRM system
The safety and confidentiality of middle data.
Data-updating method provided by the invention obtains business opportunity mail；It obtains locating for the business opportunity in the business opportunity mail
The business opportunity stage；Judge in CRM system with the presence or absence of the business opportunity；If existing in the CRM system
The business opportunity, according to the business opportunity stage locating for business opportunity in the business opportunity mail to business opportunity described in the CRM system
The business opportunity stage be updated.By the business opportunity stage where acquisition business opportunity mail and business opportunity mail, and in customer relationship
The corresponding business opportunity stage is updated in management system, updates business opportunity information manually without user, is realized business opportunity conveniently
Purpose of the information update into CRM system.
As shown in Fig. 2, Fig. 2 is the functional block diagram of data update apparatus provided in an embodiment of the present invention.The data are more
New equipment 20 includes that the first acquisition module 210, second obtains module 220, judgment module 230 and update module 240.The present invention
So-called module, which refers to, a kind of performed by the processor by computer installation and can complete a series of of fixed function
Computer program code segments are stored in the memory of computer installation.It in the present embodiment, will be rear about the function of each module
It is described in detail in continuous embodiment.
First obtains module 210, for obtaining business opportunity mail.
In the present embodiment, the business opportunity refers to generate the chance of income or profit.It is relevant to generation income or profit
Mail is known as business opportunity mail, for example, inquiry mail of the client to product.
In the present embodiment, the business opportunity mail can be the mail in business opportunity mailing list.
In the present embodiment, business opportunity mail can be obtained from the mailbox list of mailbox, it can also be from customer relation management system
Business opportunity mail is obtained in mailing list in system.
Optionally, in other embodiments of the present invention, described device further includes determining module, and the determining module is used for:
Before obtaining business opportunity mail, the sender and recipient of mail are obtained；
Whether the sender for judging the mail is corporate client and whether recipient is corporate business person；
If the sender of the mail is corporate client and recipient is corporate business person, determine that the mail is business opportunity postal
Part.
For example, obtaining the envelope mail in mailing list from mailbox (such as outlook mailbox), the transmission of the mail is obtained
Side and recipient, if the sender of the mail is corporate business person A, the recipient of the mail is corporate client B, described in determination
Mail is business opportunity mail.
Second obtains module 220, for obtaining the business opportunity stage locating for business opportunity in the business opportunity mail.
In the present embodiment, the business opportunity stage locating for business opportunity can be determined according to the e-mail messages of business opportunity mail.
In the present embodiment, the different business opportunity stages can be preset, difference can be set when applied to different companies
The business opportunity stage.
For example, the business opportunity stage includes: development phase, negotiation stage, inquiry stage, quotation stage, invoice stage.
Wherein, the development phase refers to the stage of exploitation client, usually sends exploitation letter to client in this stage, works as reception
When to client for new replied mail is developed, determine that the mail is business opportunity mail, the stage locating for business opportunity is to open in the mail
The hair stage；The negotiation stage refers to the stage linked up for a certain purchasing demand or cooperation；The inquiry stage refers to customer inquiries
The stage of commodity price and terms of trade；The quotation stage is after sending quotation to client, to receive client and carry out for quotation
The stage of communication；The invoice stage is the stage drawn a bill etc. and to link up financial matters.
In other embodiments, the business opportunity stage can also be following several stages: negotiation stage, stage of striking a bargain, cargo fortune
Defeated stage, invoice stage.
Further, in other embodiments of the present invention, described second business opportunity in the module acquisition business opportunity mail is obtained
The locating business opportunity stage includes:
Obtain the business opportunity information that the business opportunity mail includes；
According to the business opportunity information determine business opportunity in the business opportunity mail locating for the business opportunity stage.
For example, obtaining the business opportunity mail C of corporate business person A, the e-mail messages (mail for including according to the business opportunity mail C
Information can be the attachment of the text message of mail, the title of mail or mail) obtain business opportunity information.If in business opportunity mail C
Attachment be price list determined in the business opportunity mail C locating for business opportunity according to the business opportunity quotation information that business opportunity mail C includes
The business opportunity stage is the quotation stage.
Optionally, it can also first judge the classification of business opportunity mail, then the classification according to business opportunity mail determines locating for business opportunity
The business opportunity stage.
Further, in other embodiments of the present invention, described second business opportunity in the module acquisition business opportunity mail is obtained
The locating business opportunity stage includes:
Judge the classification of the business opportunity mail；
According to the classification of the business opportunity mail determine business opportunity in the business opportunity mail locating for the business opportunity stage.
In the present embodiment, the classification of business opportunity mail can be exploitation class business opportunity mail, negotiation class business opportunity mail, inquiry class quotient
Machine mail, quotation class business opportunity mail, invoice class business opportunity mail.It can be to preset which classification business opportunity mail, which can be divided into,
, the classification of business opportunity mail can be corresponded with the business opportunity stage.
In the present embodiment, according to the classification of the business opportunity mail determine business opportunity in the business opportunity mail locating for business opportunity rank
Section comprises determining that the business opportunity stage locating for business opportunity is the stage corresponding with the classification of the business opportunity mail in business opportunity mail.
For example, determining the business opportunity stage locating for business opportunity mail for exploitation rank if judging the classification of business opportunity mail to develop class
Section；If judging the classification of business opportunity mail for negotiation class, the business opportunity stage locating for business opportunity mail that determines is the negotiation stage.
Optionally, in other embodiments of the present invention, the judgment module judges that the classification of the business opportunity mail includes:
Obtain the contact business opportunity mail of the corporate client and corporate business person in business opportunity mailing list；
Judge the number of the contact business opportunity mail of the corporate client and corporate business person；
If the business opportunity mail is that the contact number that corporate business person issues corporate client and business opportunity mail is preset times,
Determine the business opportunity mail for exploitation class mail.
Wherein, preset times can be pre-set, for example, preset times be it is primary, then as corporate business person and public affairs
When the business opportunity mail contact number for taking charge of client is one time, determine the business opportunity mail for exploitation class mail.
In the present embodiment, when the contact mail preset times of business opportunity mail are for the moment, on the basis of exploitation class mail
The mail that client sends again is negotiation class mail.
For example, there are business opportunity mailing lists in CRM system, business opportunity postal is obtained in business opportunity mailing list
Part C, wherein the business opportunity mail C is the contact mail of corporate business person A and corporate client B, can be according to the business opportunity mail
The theme of C judges the number of the business opportunity mail, if the business opportunity mail C is that corporate business person A issues the first of corporate client B
Mail is sealed, determines that the business opportunity mail C belongs to exploitation class mail.If receiving the business opportunity postal that corporate business person A issues corporate client B
Part obtains the replied mail D of the business opportunity mail, if the replied mail D of the business opportunity mail is the reply based on business opportunity mail C
Mail determines that the replied mail D of the business opportunity mail belongs to negotiation class mail.
Optionally, in other embodiments of the present invention, the second acquisition module judges the classification packet of the business opportunity mail
It includes:
Whether the attachment for judging the business opportunity mail is price list；
If the attachment of the business opportunity mail is price list, determine the business opportunity mail for quotation class business opportunity mail.
For example, the contact mail of corporate business person and corporate client are obtained, if the contact mail belongs to business opportunity mail simultaneously
And there are attachmentes in the business opportunity mail, judge whether attachment is price list according to the title of attachment in business opportunity mail, if so,
Determine the business opportunity mail for quotation class business opportunity mail.
Judgment module 230, for judging in CRM system with the presence or absence of the business opportunity.
Judgment module judges that whether there is business opportunity in CRM system includes: to obtain business opportunity key in business opportunity mail
Word judges in CRM system with the presence or absence of the business opportunity with the business opportunity Keywords matching got, and if it exists, judgement visitor
There are the business opportunities in the relationship management system of family, if it does not exist, judge that there is no the business opportunities in CRM system.
Update module 240, if for there are the business opportunities in the CRM system, according to the business opportunity mail
The business opportunity stage locating for middle business opportunity is updated the business opportunity stage of business opportunity described in the CRM system.
In the present embodiment, there are when business opportunity in CRM system, the business opportunity stage of the business opportunity is updated.
For example, can be determined locating for the business opportunity mail C if the business opportunity information of the business opportunity mail C is quotation category information
The business opportunity stage be the quotation stage, the quotation stage of the business opportunity in CRM system is updated；If the business opportunity
Mail C belongs to consult class mail, determines that the business opportunity stage locating for the business opportunity mail C is the negotiation stage, by customer relationship pipe
The negotiation stage of the business opportunity is updated in reason system.
Further, in other embodiments of the present invention, the update module is according to locating for business opportunity in the business opportunity mail
The business opportunity stage business opportunity stage of business opportunity described in the CRM system be updated include:
Obtain update business opportunity stage of the business opportunity in the CRM system；
Judge whether the business opportunity stage locating for business opportunity is the follow-up phase for having updated the business opportunity stage in the business opportunity mail；
If the business opportunity stage locating for business opportunity is the follow-up phase for having updated the business opportunity stage in the business opportunity mail, according to described
The business opportunity stage locating for business opportunity is to having updated the subsequent of business opportunity stage in business opportunity mail described in the CRM system
Stage is updated.
In the present embodiment, business opportunity can be divided into the different stages according to the different time contacted with from client, therefore, according to when
Between sequence, the business opportunity stage, there is also precedence relationships.For example, the inquiry stage is the previous business opportunity stage in quotation stage.
It is described to have updated the business opportunity stage and refer to the stage that some business opportunity has had updated, for example, if a certain business opportunity develops rank
Section has updated, and next stage to be updated is the contact stage, then contacts with the follow-up phase that the stage is the development phase.
For example, if the business opportunity stage locating for business opportunity in business opportunity mail is the quotation stage, and the quotation stage is institute
The follow-up phase for stating the inquiry stage, it is the inquiry stage that the business opportunity stage has been updated in CRM system, then business opportunity mail
In business opportunity locating for the business opportunity stage be the follow-up phase for having updated the business opportunity stage, to the inquiry rank in CRM system
Latter stage, that is, quotation stage of section is updated.
In other embodiments of the invention, the update in business opportunity stage is carried out when network state is the WIFI connection of safety, and
And forbid being updated when being connected to unknown network, improve the safety of data when updating, it is ensured that CRM system
The safety and confidentiality of middle data.
Data update apparatus provided by the invention obtains business opportunity mail；Locating for the middle business opportunity for obtaining the business opportunity mail
The business opportunity stage；Judge in CRM system with the presence or absence of the business opportunity；If existing in the CRM system
The business opportunity, according to the business opportunity stage locating for business opportunity in the business opportunity mail to business opportunity described in the CRM system
The business opportunity stage be updated.By the business opportunity stage where acquisition business opportunity mail and business opportunity mail, and in customer relationship
The corresponding business opportunity stage is updated in management system, updates business opportunity information manually without user, is realized business opportunity conveniently
Purpose of the information update into CRM system.
The above-mentioned integrated unit realized in the form of software function module, can store and computer-readable deposit at one
In storage media.Above-mentioned software function module is stored in a storage medium, including some instructions are used so that a computer
It is each that equipment (can be personal computer, server or the network equipment etc.) or processor (processor) execute the present invention
The part steps of embodiment the method.
As shown in figure 3, the structure that Fig. 3 is the computer installation for the preferred embodiment that the present invention realizes data-updating method is shown
It is intended to.The computer installation include at least one sending device 31, at least one processor 32, at least one processor 33,
At least one reception device 34 and at least one communication bus.Wherein, the communication bus is for realizing between these components
Connection communication.
The computer installation be it is a kind of can according to the instruction for being previously set or store, it is automatic carry out numerical value calculate with/
Or the equipment of information processing, hardware include but is not limited to microprocessor, specific integrated circuit (Application Specific
Integrated Circuit, ASIC), programmable gate array (Field-Programmable Gate Array, FPGA), number
Word processing device (Digital Signal Processor, DSP), embedded device etc..The computer installation may also include net
Network equipment and/or user equipment.Wherein, the network equipment includes but is not limited to single network server, multiple network services
The server group of device composition or being made of a large amount of hosts or network server based on cloud computing (Cloud Computing)
Cloud, wherein cloud computing is one kind of distributed computing, a super virtual meter consisting of a loosely coupled set of computers
Calculation machine.
The computer installation may be, but not limited to, any one and can be set with user by keyboard, touch tablet or acoustic control
The modes such as standby carry out the electronic product of human-computer interaction, for example, the terminals such as tablet computer, smart phone, monitoring device.
Network locating for the computer installation includes, but are not limited to internet, wide area network, Metropolitan Area Network (MAN), local area network, virtual
Dedicated network (Virtual Private Network, VPN) etc..
Wherein, the reception device 34 and the sending device 31 can be wired sending port, or wirelessly set
It is standby, for example including antenna assembly, for carrying out data communication with other equipment.
The memory 32 is for storing program code.The memory 32, which can be, does not have physical form in integrated circuit
The circuit with store function, such as RAM(Random-Access Memory, random access memory), FIFO(First In
First Out, push-up storage) etc..Alternatively, the memory 32 is also possible to the memory with physical form, such as
Memory bar, TF card (Trans-flash Card), smart media card (smart media card), safe digital card (secure
Digital card), storage facilities such as flash memory cards (flash card) etc..
The processor 33 may include one or more microprocessor, digital processing unit.The processor 33 is adjustable
With the program code stored in memory 32 to execute relevant function.For example, modules described in Fig. 2 are stored in institute
The program code in memory 32 is stated, and as performed by the processor 33, to realize a kind of data-updating method.The processing
Device 33 is also known as central processing unit (CPU, Central Processing Unit), is one piece of ultra-large integrated circuit, is fortune
Calculate core (Core) and control core (Control Unit).
In several embodiments provided by the present invention, it should be understood that disclosed system, device and method can be with
It realizes by another way.For example, the apparatus embodiments described above are merely exemplary, for example, the module
It divides, only a kind of logical function partition, there may be another division manner in actual implementation.
The module as illustrated by the separation member may or may not be physically separated, aobvious as module
The component shown may or may not be physical unit, it can and it is in one place, or may be distributed over multiple
In network unit.Some or all of the modules therein can be selected to realize the mesh of this embodiment scheme according to the actual needs
's.
It, can also be in addition, each functional module in each embodiment of the present invention can integrate in one processing unit
It is that each unit physically exists alone, can also be integrated in one unit with two or more units.Above-mentioned integrated list
Member both can take the form of hardware realization, can also realize in the form of hardware adds software function module.
It is obvious to a person skilled in the art that invention is not limited to the details of the above exemplary embodiments, Er Qie
In the case where without departing substantially from spirit or essential attributes of the invention, the present invention can be realized in other specific forms.Therefore, no matter
From the point of view of which point, the present embodiments are to be considered as illustrative and not restrictive, and the scope of the present invention is by appended power
Benefit requires rather than above description limits, it is intended that all by what is fallen within the meaning and scope of the equivalent elements of the claims
Variation is included in the present invention.Any attached associated diagram label in claim should not be considered as right involved in limitation to want
It asks.Furthermore, it is to be understood that one word of " comprising " does not exclude other units or steps, odd number is not excluded for plural number.It is stated in system claims
Multiple units or device can also be implemented through software or hardware by a unit or device.Second equal words are used to table
Show title, and does not indicate any particular order.
Finally it should be noted that the above examples are only used to illustrate the technical scheme of the present invention and are not limiting, although reference
Preferred embodiment describes the invention in detail, those skilled in the art should understand that, it can be to of the invention
Technical solution is modified or equivalent replacement, without departing from the spirit and scope of the technical solution of the present invention.
Claims (10)
1. a kind of data-updating method, which is characterized in that the described method includes: obtaining business opportunity mail；Obtain the business opportunity postal
The business opportunity stage locating for business opportunity in part；Judge in CRM system with the presence or absence of the business opportunity；If the client is closed
It is that there are the business opportunities in management system, according to the business opportunity stage locating for business opportunity in the business opportunity mail to the customer relationship pipe
The business opportunity stage of business opportunity described in reason system is updated.
2. the method as described in claim 1, which is characterized in that described to obtain business opportunity rank locating for business opportunity in the business opportunity mail
Section includes: the business opportunity information for obtaining the business opportunity mail and including；Quotient in the business opportunity mail is determined according to the business opportunity information
The business opportunity stage locating for machine.
3. the method as described in claim 1, which is characterized in that described to obtain business opportunity rank locating for business opportunity in the business opportunity mail
Section includes: the classification for judging the business opportunity mail；Business opportunity in the business opportunity mail is determined according to the classification of the business opportunity mail
The locating business opportunity stage.
4. method according to any one of claims 1 to 3, which is characterized in that described according to business opportunity in the business opportunity mail
It includes: to obtain institute that the locating business opportunity stage, which is updated the business opportunity stage of business opportunity described in the CRM system,
State update business opportunity stage of the business opportunity in the CRM system；Judge in the business opportunity mail locating for business opportunity
Whether the business opportunity stage is the follow-up phase for having updated the business opportunity stage；If business opportunity rank locating for business opportunity in the business opportunity mail
Section is the follow-up phase for having updated the business opportunity stage, according to the business opportunity stage locating for business opportunity in the business opportunity mail to the visitor
The follow-up phase that the business opportunity stage has been updated described in the relationship management system of family is updated.
5. method as claimed in claim 3, which is characterized in that the classification of the judgement business opportunity mail includes: to judge institute
Whether the attachment for stating business opportunity mail is price list；If the attachment of the business opportunity mail is price list, determine that the business opportunity mail is
Quotation class business opportunity mail.
6. a kind of data update apparatus, which is characterized in that described device includes: the first acquisition module, for obtaining business opportunity postal
Part；Second obtains module, for obtaining the business opportunity stage locating for business opportunity in the business opportunity mail；Judgment module, for judging
It whether there is the business opportunity in CRM system；Update module, if for existing in the CRM system
The business opportunity, according to the business opportunity stage locating for business opportunity in the business opportunity mail to business opportunity described in the CRM system
The business opportunity stage be updated.
7. device as claimed in claim 6, which is characterized in that the second acquisition module is specifically used for: obtaining the business opportunity
The business opportunity information that mail includes；According to the business opportunity information determine business opportunity in the business opportunity mail locating for the business opportunity stage.
8. device as claimed in claim 6, which is characterized in that the second acquisition module is specifically used for: judging the business opportunity
The classification of mail；According to the classification of the business opportunity mail determine business opportunity in the business opportunity mail locating for the business opportunity stage.
9. a kind of computer installation, which is characterized in that the computer installation includes memory and processor, and the memory is used
In storing at least one instruction, the processor is for executing at least one described instruction to realize such as institute in claim 1 to 7
The data-updating method stated.
10. a kind of computer readable storage medium, is stored thereon with computer instruction, it is characterised in that: the computer instruction
The data-updating method as described in any one of claims 1 to 7 is realized when being executed by processor.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201910045721.7A CN109784860A (en) | 2019-01-17 | 2019-01-17 | Data-updating method, device, computer installation and storage medium |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201910045721.7A CN109784860A (en) | 2019-01-17 | 2019-01-17 | Data-updating method, device, computer installation and storage medium |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CN109784860A true CN109784860A (en) | 2019-05-21 |
Family
ID=66501554
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| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN201910045721.7A Pending CN109784860A (en) | 2019-01-17 | 2019-01-17 | Data-updating method, device, computer installation and storage medium |
Country Status (1)
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| CN (1) | CN109784860A (en) |
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| CN105590225A (en) * | 2015-12-22 | 2016-05-18 | 成都小多科技有限公司 | Sales stage identification method and device based on client problems |
| CN106533921A (en) * | 2016-12-02 | 2017-03-22 | 深圳市小满科技有限公司 | Rapid filing method and system based on E-mail information |
| US20180268416A1 (en) * | 2017-03-17 | 2018-09-20 | Clari Inc. | Method and system for managing membership of communication channels associated with projects of an enterprise entity |
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Application publication date: 20190521 |