CN109829685A - Business opportunity creation method, device, electronic equipment and storage medium based on mail - Google Patents
Business opportunity creation method, device, electronic equipment and storage medium based on mail Download PDFInfo
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- CN109829685A CN109829685A CN201811628339.0A CN201811628339A CN109829685A CN 109829685 A CN109829685 A CN 109829685A CN 201811628339 A CN201811628339 A CN 201811628339A CN 109829685 A CN109829685 A CN 109829685A
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Abstract
The present invention provides a kind of business opportunity creation method, device, electronic equipment and storage medium based on mail.The business opportunity creation method based on mail directly acquires all mails being synchronized in CRM system, and extract the e-mail messages of every envelope mail in all mails, further, according to the e-mail messages of every envelope mail, client's contact mail is determined from all mails, when client contact mail meets configuration condition, according to client contact mail creation business opportunity, therefore, the present invention has not only saved human cost, and brought to user convenient, improve the usage experience of user.
Description
Technical field
The present invention relates to technical field of data processing more particularly to a kind of business opportunity creation method, device, electricity based on mail
Sub- equipment and storage medium.
Background technique
Currently, mailbox is application program important in foreign trade exchange, for the business opportunity situation that preferably follows up, enterprise is usually needed
Business opportunity in mailbox is added in CRM system, this just needs that artificially business opportunity is created and filled, so
And business manpower cost gradually rises, the enthusiasm that enterprise staff fills information is also universal low, therefore, realizes and is based on postal
The business opportunity of part automatically creates method into a urgent problem to be solved.
Summary of the invention
In view of the foregoing, it is necessary to which a kind of business opportunity creation method, device, electronic equipment and storage based on mail is provided
Medium can extract e-mail messages, and create business opportunity according to the e-mail messages and therefore not only save human cost, but also
It is convenient to bring to user.
A kind of business opportunity creation method based on mail is applied to electronic equipment, the electronic equipment and customer relation management
System communicates, which comprises
Obtain all mails being synchronized in the CRM system；
Extract the e-mail messages of every envelope mail in all mails；
According to the e-mail messages of every envelope mail, client's contact mail is determined from all mails；
When client contact mail meets configuration condition, according to client contact mail creation business opportunity.
Preferred embodiment according to the present invention, the e-mail messages include the combination of following one or more:
Proforma invoice number, sender, addressee, mail matter topics, mail creation time.
Preferred embodiment according to the present invention, the e-mail messages according to every envelope mail are determined from all mails
Client come and go mail include:
From the e-mail messages of every envelope mail, the sender and addressee of every envelope mail are determined；
When the sender or addressee that detect mail are recorded in preconfigured customer list, the postal that confirmly detects
Part is client contact mail；
Wherein, the customer list is stored in the CRM system.
Preferred embodiment according to the present invention, it is described when client contact mail meets configuration condition, according to the visitor
Family contact mail creation business opportunity include:
The addressee that every envelope client contact mail is determined from client contact mail, obtains addressee and is recorded in the client
The first mail in list extracts the first proforma invoice number from the e-mail messages of first mail, described when detecting
When first proforma invoice number is not recorded in the CRM system, according to the first mail creation business opportunity；And/
Or
From client contact mail, determines the sender of every envelope client contact mail, obtain sender and be recorded in the visitor
The second mail in the list of family, when detecting that the corresponding business opportunity of second mail is not in progress, according to described second
Mail creation business opportunity.
Preferred embodiment according to the present invention, the method also includes:
Each prefixed time interval updates all mails in the CRM system；
Business opportunity is updated according to updated mail.
Preferred embodiment according to the present invention, the method also includes:
Obtain all business opportunities in setup time；
According to all business opportunity firm sale total values；
The gross sales amount is sent to designated contact.
Preferred embodiment according to the present invention, the method also includes:
It is determined from all business opportunities in the win list business opportunity for winning single state；
Determine field belonging to the single business opportunity of each win in the single business opportunity of the win；
Calculate the turnover that single business opportunity is won in each field；
The priority in each field is determined according to the turnover for winning single business opportunity in each field.
A kind of business opportunity creating device based on mail, runs on electronic equipment, the electronic equipment and customer relation management
System communicates, and described device includes:
Acquiring unit, for obtaining all mails being synchronized in the CRM system；
Extraction unit, for extracting the e-mail messages of every envelope mail in all mails；
Determination unit determines client's contact mail for the e-mail messages according to every envelope mail from all mails；
Creating unit, for when the client come and go mail meet configuration condition when, according to the client come and go mail creation quotient
Machine.
Preferred embodiment according to the present invention, the e-mail messages include the combination of following one or more:
Proforma invoice number, sender, addressee, mail matter topics, mail creation time.
Preferred embodiment according to the present invention, the determination unit is according to the e-mail messages of every envelope mail, from all postals
Determine that client's contact mail includes: in part
From the e-mail messages of every envelope mail, the sender and addressee of every envelope mail are determined；
When the sender or addressee that detect mail are recorded in preconfigured customer list, the postal that confirmly detects
Part is client contact mail；
Wherein, the customer list is stored in the CRM system.
Preferred embodiment according to the present invention, the creating unit are specifically used for:
The addressee that every envelope client contact mail is determined from client contact mail, obtains addressee and is recorded in the client
The first mail in list extracts the first proforma invoice number from the e-mail messages of first mail, described when detecting
When first proforma invoice number is not recorded in the CRM system, according to the first mail creation business opportunity；And/
Or
From client contact mail, determines the sender of every envelope client contact mail, obtain sender and be recorded in the visitor
The second mail in the list of family, when detecting that the corresponding business opportunity of second mail is not in progress, according to described second
Mail creation business opportunity.
Preferred embodiment according to the present invention, described device further include:
Updating unit is used for each prefixed time interval, updates all mails in the CRM system；
The updating unit is also used to update business opportunity according to updated mail.
Preferred embodiment according to the present invention, the acquiring unit are also used to obtain all business opportunities in setup time；
The determination unit is also used to according to all business opportunity firm sale total values；
Described device further include:
Transmission unit, for the gross sales amount to be sent to designated contact.
Preferred embodiment according to the present invention, the determination unit are also used to determine from all business opportunities single in winning
The win list business opportunity of state；
The determination unit is also used to determine field belonging to the single business opportunity of each win in the single business opportunity of the win；
Described device further include:
Computing unit, for calculating the turnover for winning single business opportunity in each field；
The determination unit is also used to determine the priority in each field according to the turnover for winning single business opportunity in each field.
A kind of electronic equipment, the electronic equipment include:
Memory stores at least one instruction；And
Processor executes the instruction stored in the memory to realize the business opportunity creation method based on mail.
A kind of computer readable storage medium is stored at least one instruction, institute in the computer readable storage medium
At least one instruction is stated to be executed by the processor in electronic equipment to realize the business opportunity creation method based on mail.
As can be seen from the above technical solutions, the present invention can directly acquire the institute being synchronized in CRM system
There is mail, and extract the e-mail messages of every envelope mail in all mails, further, according to the mail of every envelope mail
Breath determines client's contact mail from all mails, when client contact mail meets configuration condition, according to described
Client's contact mail creation business opportunity, therefore, the present invention has not only saved human cost, but also convenient, raising is brought to user
The usage experience of user.
Detailed description of the invention
Fig. 1 is the applied environment figure of the preferred embodiment of the business opportunity creation method the present invention is based on mail.
Fig. 2 is the flow chart of the preferred embodiment of the business opportunity creation method the present invention is based on mail.
Fig. 3 is the functional block diagram of the preferred embodiment of the business opportunity creating device the present invention is based on mail.
Fig. 4 is the structural representation of the electronic equipment for the preferred embodiment that the present invention realizes the business opportunity creation method based on mail
Figure.
Specific embodiment
To make the objectives, technical solutions, and advantages of the present invention clearer, right in the following with reference to the drawings and specific embodiments
The present invention is described in detail.
As shown in Figure 1, being the applied environment figure of the preferred embodiment of the business opportunity creation method the present invention is based on mail.It is described
Applied environment figure includes electronic equipment 1 and CRM system 2.The electronic equipment 1 and 2 phase of CRM system
Communication.
Wherein, the CRM system 2 can not only synchronize all mails, and can also store customer list.
As shown in Fig. 2, being the flow chart of the preferred embodiment of the business opportunity creation method the present invention is based on mail.According to difference
Demand, the sequence of step can change in the flow chart, and certain steps can be omitted.
The business opportunity creation method based on mail is applied in one or more described electronic equipment 1, the electronics
Equipment 1 is that one kind can be according to the instruction for being previously set or storing, the automatic equipment for carrying out numerical value calculating and/or information processing,
Its hardware includes but is not limited to microprocessor, specific integrated circuit (Application Specific Integrated
Circuit, ASIC), programmable gate array (Field-Programmable Gate Array, FPGA), digital processing unit
(Digital Signal Processor, DSP), embedded device etc..
The electronic equipment 1 can be any electronic product that human-computer interaction can be carried out with user, for example, personal meter
Calculation machine, tablet computer, smart phone, personal digital assistant (Personal Digital Assistant, PDA), game machine, friendship
Mutual formula Web TV (Internet Protocol Television, IPTV), intellectual wearable device etc..
The electronic equipment 1 can also include the network equipment and/or user equipment.Wherein, the network equipment includes, but
It is not limited to single network server, the server group of multiple network servers composition or based on cloud computing (Cloud
Computing the cloud being made of a large amount of hosts or network server).
Network locating for the electronic equipment 1 include but is not limited to internet, wide area network, Metropolitan Area Network (MAN), local area network, it is virtual specially
With network (Virtual Private Network, VPN) etc..
S10 obtains all mails being synchronized in the CRM system 2.
In prior art, user during carrying out opportunity management, be usually all by user itself from mail
E-mail messages are obtained, and the e-mail messages are added in the CRM system 2, this operation is not only cumbersome,
And when information changing in mail, it is also necessary to manually be updated, bring inconvenience to users to created business opportunity.
In at least one embodiment of the present invention, by all mail synchronizations to the CRM system 2
Include:
Firstly, user binds mailbox in the CRM system 2 using email address and login password, pass through service
Multiple application programs of the agreement into the electronic equipment 1 send corresponding mail synchronization request instruction, when the electronic equipment 1
In multiple application programs receive the mail synchronization request instruction, and detect and carried in the mail synchronization request instruction
Email address it is consistent with login password when, i.e., mentioned according to corresponding mail synchronization strategy to the CRM system 2
For corresponding mail, the CRM system 2 is ready to receive to arrive all mails, to realize all mails all
It is synchronized in the CRM system 2.
Specifically, multiple application programs in the electronic equipment 1 can include but is not limited to: mailbox class application program,
Such as: OUTLOOK, Netease's mailbox etc..
By above embodiment, all mails of user can be synchronized to the client and closed by the electronic equipment 1
It is to reach autosynchronous effect in management system 2, therefore, avoids manual operation, reduce human cost.
In at least one embodiment of the present invention, all mails include:
The receiving and dispatching mail of all users for being bundled in the CRM system 2.
By above embodiment, it is processed every part of mail, avoided because human factor has lost any business opportunity.
S11 extracts the e-mail messages of every envelope mail in all mails.
In at least one embodiment of the present invention, the e-mail messages include, but are not limited to following one or more
Combination:
Proforma invoice number, sender, addressee, mail matter topics, mail creation time.
In at least one embodiment of the present invention, the electronic equipment 1 is extracted described all using High Dimensional Clustering Analysis algorithm
The e-mail messages of every envelope mail in mail.
Specifically, fast word segmentation is carried out to envelope mail every in all mails according to small dictionary, improves the stabilization of algorithm
Property, and secondary participle is carried out to the information after fast word segmentation, the final participle collection of every envelope mail in all mails is generated,
The final participle collection is passed through into CABOSFV(Clustering Algorithm Based On Sparse Feature
Vector, High Dimensional Clustering Analysis) after algorithm process, it is converted to the sparse bivariate table of high attribute dimension, to the high sparse bivariate table of attribute dimension
Counted and extracted the e-mail messages of every envelope mail in all mails.
By above embodiment, the e-mail messages of every envelope mail in all mails can be accurately extracted, together
When avoid it is artificial extract e-mail messages, not only saved human cost, also improved extraction efficiency.
Certainly, in other embodiments, as long as identical e-mail messages extraction effect can be reached, the electronic equipment 1
Other algorithms can be used, the present invention does not limit.
S12 determines client's contact mail according to the e-mail messages of every envelope mail from all mails.
In at least one embodiment of the present invention, the e-mail messages according to every envelope mail, from all mails
The middle determining client mail that comes and goes includes:
The electronic equipment 1 determines the sender and addressee of every envelope mail from the e-mail messages of every envelope mail, when detecting
When having the sender of mail or addressee to be recorded in preconfigured customer list, the mail confirmly detected is the client
Come and go mail.
Wherein, the customer list is stored in the CRM system 2.
Specifically, the customer list includes, but are not limited to: the sender or addressee of mail, trade connection mode etc.
(such as mailbox, telephone number).
By above embodiment, client's contact mail can be directly determined, reduces mail for subsequent creation business opportunity
Range reduces running memory.
Certainly, in other embodiments, as long as being able to achieve the effect for determining client's contact mail from all mails,
The electronic equipment 1 can also use other methods, and the present invention is herein with no restriction.
S13, when client contact mail meets configuration condition, according to client contact mail creation business opportunity.
Specifically, the business opportunity is the carrier for managing customer sales process.
In at least one embodiment of the present invention, the business opportunity includes, but are not limited to the group of following one or more
It closes:
Business opportunity title, client, founder (i.e. the responsible person of the business opportunity), consumption sum, the business opportunity association switch of mail, business opportunity
State etc..
Wherein, the state of business opportunity includes three kinds of states: state, the single state of win, defeated single state in progress.
Wherein, the switch of the business opportunity association mail is to close in the case where business opportunity is in and wins single state or defeated single state,
Being in business opportunity is to open under state in progress.
In at least one embodiment of the present invention, described when client contact mail meets configuration condition, according to
Client mail creation business opportunity of coming and going includes:
(1) addressee of every envelope client contact mail is determined from client contact mail, acquisition addressee is recorded in described
The first mail in customer list extracts the first proforma invoice number, when detecting from the e-mail messages of first mail
When the first proforma invoice number is not recorded in the CRM system 2, according to the first mail creation quotient
Machine.
Wherein, the proforma invoice number in each business opportunity is unique, therefore, can be unique according to proforma invoice number
Determine a business opportunity.
Such as: user A sends mail to client X, and whether the electronic equipment 1 is by containing mail matter topics and Attachment Name
There is the mark of proforma invoice (PI, proforma invoice) tentatively to be judged, such as: letter " PI ", " proforma
Invoice " etc..When judging in attachment containing proforma invoice, further extracts proforma invoice and encode F, the shape that will be extracted
Formula invoice coding F is compared with the proforma invoice coding in the business opportunity created, when proforma invoice coding F is not detected,
Then create business opportunity.
Specifically, (Optical Character Recognition, optical character identification) technology pair is identified using OCR
Proforma invoice number in the mail extracts.
By above embodiment, the creation to business opportunity is realized, while passing through the proforma invoice in the e-mail messages
It encodes and is matched with the proforma invoice coding created in business opportunity, avoid the repetition creation to business opportunity.
(2) it from client contact mail, determines the sender of every envelope client contact mail, obtains sender and be recorded in
The second mail in the customer list, when detecting that the corresponding business opportunity of second mail is not in progress, according to institute
State the second mail creation business opportunity.
Specifically, the switch in the business opportunity association mail won under single state or defeated single state is to close, i.e., described
Terminate in the business opportunity order won under single or defeated single state, the switch of the business opportunity association mail of state is to open in progress
's.
Such as: client Y sends second mail and gives user B, when the e-mail messages in second mail contain institute
State in CRM system 2 carry out in state business opportunity when, then the electronic equipment 1 does not create business opportunity, only to it is described into
The business opportunity of state carries out the change of business opportunity information in row；When the e-mail messages in second mail do not include the customer relationship pipe
When business opportunity in reason system 2, then the electronic equipment 1 creates business opportunity.And single state is won in the CRM system 2
The switch of the business opportunity of business opportunity and defeated single state, business opportunity association mail is turned off, and the electronic equipment 1 can not add e-mail messages
It is added to the business opportunity of the business opportunity for winning single state and defeated single state.
By above embodiment, the electronic equipment 1 can directly according to the client come and go mail creation business opportunity, and
Without having saved human cost by manual operation.
In at least one embodiment of the present invention, the method also includes:
Each prefixed time interval, the electronic equipment 1 update all mails in the CRM system 2, and root
Business opportunity is updated according to updated mail.
Wherein, the value of the prefixed time interval can be custom-configured, such as: the prefixed time interval can
To include 24 hours, i.e., every 24 hours, the electronic equipment 1 can update all in the CRM system 2
Business opportunity, the present invention do not limit.
By above embodiment, the business opportunity information be conducive in the CRM system 2 is regularly updated,
So that the business opportunity information that user views all is newest.
In at least one embodiment of the present invention, the method also includes:
The electronic equipment 1 obtains all business opportunities in setup time, and according to all business opportunity firm sale total values, will be described
Gross sales amount is sent to designated contact.
Wherein, the value of the setup time can be custom-configured, and the present invention does not limit.
Wherein, the chief leading cadre of enterprise, the present invention do not limit where the designated contact can be user.
Such as: the setup time of first enterprise is July, and the electronic equipment 1 obtains first enterprise in all business opportunities in July,
It determines that gross sales amount is 2,000,000 according to all business opportunities, and sends being mainly responsible for for first enterprise for this gross sales amount
People, the chief leading cadre can analyze the achievement situation of first enterprise according to this sales volume, and further be adopted according to achievement situation
Take certain measure.
By above embodiment, be conducive to user and know gross sales amount in advance, and one further is carried out to achievement situation
Fixed behave, thus, the development of enterprise where being further conducive to user.
In at least one embodiment of the present invention, the method also includes:
The electronic equipment 1 is determined from all business opportunities in the win list business opportunity for winning single state, and the single quotient of the determining win
Field belonging to the single business opportunity of each win, further calculates the turnover that single business opportunity is won in each field, according to each field in machine
The middle turnover for winning single business opportunity determines the priority in each field.
Further, the electronic equipment 1 is ranked up in sequence according to the priority height in each field, and will knot
Fruit is sent to designated contact.
Such as: field belonging to second enterprise business opportunity is respectively distributed to the bank field, insurance field, field of securities.Win single quotient
The turnover that field of the turnover of machine belonging to business opportunity is respectively as follows: the bank field is 10,000,000, and the turnover of insurance field is
8000000, the turnover of field of securities is 6,000,000, then the electronic equipment 1 is according to the turnover of the single business opportunity of win according to from high to low
Priority ranking, i.e. the bank field, insurance field, field of securities are carried out, ranking results are finally sent to the main of second enterprise
Responsible person.
By above embodiment, user is not necessarily to analyze the turnover for winning single business opportunity fields, just knows
Field belonging to single business opportunity is won in road, has not only saved human cost, but also which is higher than the accuracy of manpower analysis, is reduced
Error rate.
In at least one embodiment of the present invention, the method also includes:
When the electronic equipment 1 detects that the state of business opportunity is updated to defeated single state by user, the electronic equipment 1 will pop-up
Prompting frame requires user to carry out reason confirmation for this defeated single business opportunity.
By above embodiment, be conducive to that user is reminded to confirm defeated single reason, and taken according to defeated single reason certain
Behave.
As can be seen from the above technical solutions, the present invention, which can directly acquire, is synchronized in CRM system 2
All mails, and the e-mail messages of every envelope mail in all mails are extracted, further, according to the mail of every envelope mail
Breath determines client's contact mail from all mails, when client contact mail meets configuration condition, according to described
Client's contact mail creation business opportunity, therefore, the present invention has not only saved human cost, but also convenient, raising is brought to user
The usage experience of user.
As shown in figure 3, being the functional block diagram of the preferred embodiment of the business opportunity creating device the present invention is based on mail.It is described
Business opportunity creating device 11 based on mail include acquiring unit 110, extraction unit 111, determination unit 112, creating unit 113,
Updating unit 114, transmission unit 115, computing unit 116, sequencing unit 117 and pop-up unit 118.The so-called mould of the present invention
Block/unit refers to that one kind can be performed by processor 13, and can complete the series of computation machine program segment of fixed function,
It is stored in memory 12.In the present embodiment, it will be described in detail in subsequent embodiment about the function of each module/unit.
Acquiring unit 110 obtains all mails being synchronized in the CRM system 2.
In prior art, user during carrying out opportunity management, be usually all by user itself from mail
E-mail messages are obtained, and the e-mail messages are added in the CRM system 2, this operation is not only cumbersome,
And when information changing in mail, it is also necessary to manually be updated, bring inconvenience to users to created business opportunity.
In at least one embodiment of the present invention, the acquiring unit 110 is by all mail synchronizations to the visitor
Family relationship management system 2 includes:
Firstly, user binds mailbox in the CRM system 2 using email address and login password, pass through service
Multiple application programs of the agreement into the electronic equipment 1 send corresponding mail synchronization request instruction, when the electronic equipment 1
In multiple application programs receive the mail synchronization request instruction, and detect and carried in the mail synchronization request instruction
Email address it is consistent with login password when, i.e., mentioned according to corresponding mail synchronization strategy to the CRM system 2
For corresponding mail, the CRM system 2 is ready to receive to arrive all mails, to realize all mails all
It is synchronized in the CRM system 2.
Specifically, multiple application programs in the electronic equipment 1 can include but is not limited to: mailbox class application program,
Such as: OUTLOOK, Netease's mailbox etc..
By above embodiment, all mails of user can be synchronized to the client by the acquiring unit 110
In relationship management system 2, reach autosynchronous effect, therefore, avoids manual operation, reduce human cost.
In at least one embodiment of the present invention, all mails include:
The receiving and dispatching mail of all users for being bundled in the CRM system 2.
By above embodiment, it is processed every part of mail, avoided because human factor has lost any business opportunity.
Extraction unit 111 extracts the e-mail messages of every envelope mail in all mails.
In at least one embodiment of the present invention, the e-mail messages include, but are not limited to following one or more
Combination:
Proforma invoice number, sender, addressee, mail matter topics, mail creation time.
In at least one embodiment of the present invention, the extraction unit 111 extracts the institute using High Dimensional Clustering Analysis algorithm
There are the e-mail messages of every envelope mail in mail.
Specifically, the extraction unit 111 carries out fast word segmentation to envelope mail every in all mails according to small dictionary,
The stability of algorithm is improved, and secondary participle is carried out to the information after fast word segmentation, generates every envelope postal in all mails
The final participle of part collects, and the final participle collection is passed through CABOSFV(Clustering Algorithm Based On
Sparse Feature Vector, High Dimensional Clustering Analysis) after algorithm process, it is converted to the sparse bivariate table of high attribute dimension, further,
The extraction unit 111 counts the high sparse bivariate table of attribute dimension and extracts every envelope mail in all mails
E-mail messages.
By above embodiment, the extraction unit 111 can accurately extract every envelope postal in all mails
The e-mail messages of part, while artificial extraction e-mail messages are avoided, human cost has not only been saved, extraction efficiency is also improved.
Certainly, in other embodiments, as long as identical e-mail messages extraction effect can be reached, the extraction unit 111
Other algorithms can also be used, the present invention does not limit.
According to the e-mail messages of every envelope mail, determination unit 112 determines client's contact mail from all mails.
In at least one embodiment of the present invention, the e-mail messages according to every envelope mail, the determination unit 112
Determine that client's contact mail includes: from all mails
From the e-mail messages of every envelope mail, the determination unit 112 determines the sender and addressee of every envelope mail, works as detection
When being recorded in preconfigured customer list to the sender or addressee for having mail, the mail confirmly detected is the visitor
Come and go mail at family.
Wherein, the customer list is stored in the CRM system 2.
Specifically, the customer list includes, but are not limited to: the sender or addressee of mail, trade connection mode etc.
(such as mailbox, telephone number).
By above embodiment, it is subsequent creation that the determination unit 112, which can directly determine client's contact mail,
Business opportunity reduces the range of mail, reduces running memory.
Certainly, in other embodiments, as long as being able to achieve the effect for determining client's contact mail from all mails,
The determination unit 112 can also use other methods, and the present invention is herein with no restriction.
When client contact mail meets configuration condition, creating unit 113 is according to client contact mail creation
Business opportunity.
Specifically, the business opportunity is the carrier for managing customer sales process.
In at least one embodiment of the present invention, the business opportunity includes, but are not limited to the group of following one or more
It closes:
Business opportunity title, client, founder (i.e. the responsible person of the business opportunity), consumption sum, the business opportunity association switch of mail, business opportunity
State etc..
Wherein, the state of business opportunity includes three kinds of states: state, the single state of win, defeated single state in progress.
Wherein, the switch of the business opportunity association mail is to close in the case where business opportunity is in and wins single state or defeated single state,
Being in business opportunity is to open under state in progress.
In at least one embodiment of the present invention, described when client contact mail meets configuration condition, creation
Unit 113 according to the client come and go mail creation business opportunity include:
(1) creating unit 113 determines the addressee of every envelope client contact mail from client contact mail, and obtains
Addressee is recorded in the first mail in the customer list, and further, the creating unit 113 is from first mail
The first proforma invoice number is extracted in e-mail messages, is not recorded in the client pass when detecting that first proforma invoice is numbered
When being in management system 2, the creating unit 113 is according to the first mail creation business opportunity.
Wherein, the proforma invoice number in each business opportunity is unique, therefore, can be unique according to proforma invoice number
Determine a business opportunity.
Such as: user A gives client X to send mail, the creating unit 113 by mail matter topics and Attachment Name whether
Mark containing proforma invoice (PI, proforma invoice) tentatively judged, such as: letter " PI ", " proforma
Invoice " etc..When judging in attachment containing proforma invoice, further extracts proforma invoice and encode F, the shape that will be extracted
Formula invoice coding F is compared with the proforma invoice coding in the business opportunity created, when proforma invoice coding F is not detected,
The creating unit 113 then creates business opportunity.
Specifically, (Optical Character Recognition, optical character identification) technology pair is identified using OCR
Proforma invoice number in the mail extracts.
By above embodiment, the creation to business opportunity is realized, while passing through the proforma invoice in the e-mail messages
It encodes and is matched with the proforma invoice coding created in business opportunity, avoid the repetition creation to business opportunity.
(2) creating unit 113 determines the sender of every envelope client contact mail from client contact mail,
It obtains sender and is recorded in the second mail in the customer list, when detecting that the corresponding business opportunity of second mail is not at
When in progress, the creating unit 113 is according to the second mail creation business opportunity.
Specifically, the switch in the business opportunity association mail won under single state or defeated single state is to close, i.e., described
Terminate in the business opportunity order won under single or defeated single state, the switch of the business opportunity association mail of state is to open in progress
's.
Such as: client Y sends second mail and gives user B, when the e-mail messages in second mail contain institute
When stating the business opportunity of state in carrying out in CRM system 2, then the creating unit 113 does not create business opportunity, only to described
The business opportunity of state carries out the change of business opportunity information in progress；When the e-mail messages in second mail do not include the customer relationship
When business opportunity in management system 2, then the creating unit 113 creates business opportunity.And single shape is won in the CRM system 2
The switch of the business opportunity of the business opportunity of state and defeated single state, business opportunity association mail is turned off, and can not be added to e-mail messages described
Win the business opportunity of single state and the business opportunity of defeated single state.
By above embodiment, the creating unit 113 can directly according to the client come and go mail creation business opportunity,
Without having saved human cost by manual operation.
In at least one embodiment of the present invention, the method also includes:
Each prefixed time interval, updating unit 114 update all mails in the CRM system 2, and according to
Updated mail updates business opportunity.
Wherein, the value of the prefixed time interval can be custom-configured, such as: the prefixed time interval can
To include 24 hours, i.e., every 24 hours, the updating unit 114 can update the institute in the CRM system 2
There is business opportunity, the present invention does not limit.
By above embodiment, be conducive to the updating unit 114 to the business opportunity in the CRM system 2
Information is regularly updated, so that the business opportunity information that user views all is newest.
In at least one embodiment of the present invention, the method also includes:
The acquiring unit 110 obtains all business opportunities in setup time, and further, the determination unit 112 is according to the institute
There is business opportunity firm sale total value, further, the gross sales amount is sent to designated contact by transmission unit 115.
Wherein, the value of the setup time can be custom-configured, and the present invention does not limit.
Wherein, the chief leading cadre of enterprise, the present invention do not limit where the designated contact can be user.
Such as: the setup time of first enterprise is July, and the acquiring unit 110 obtains first enterprise in all quotient in July
Machine, further, the determination unit 112 determine that gross sales amount is 2,000,000 according to all business opportunities, further,
The transmission unit 115 sends this gross sales amount to the chief leading cadre of first enterprise, and the chief leading cadre can be according to this
The achievement situation of a sales volume analysis first enterprise, and certain measure is further taken according to achievement situation.
By above embodiment, be conducive to user and know gross sales amount in advance, and one further is carried out to achievement situation
Fixed behave, thus, the development of enterprise where being further conducive to user.
In at least one embodiment of the present invention, the method also includes:
The determination unit 112 is determined from all business opportunities in the win list business opportunity for winning single state, and the determining win is single
Field belonging to the single business opportunity of each win in business opportunity, further, computing unit 116 calculates the transaction that single business opportunity is won in each field
Volume, further, the determination unit 112 determine the preferential of each field according to the turnover for winning single business opportunity in each field
Grade.
Further, sequencing unit 117 is ranked up in sequence according to the priority height in each field, further
Result is sent to designated contact by ground, the transmission unit 115.
Such as: field belonging to second enterprise business opportunity is respectively distributed to the bank field, insurance field, field of securities.Win single quotient
The turnover that field of the turnover of machine belonging to business opportunity is respectively as follows: the bank field is 10,000,000, and the turnover of insurance field is
8000000, the turnover of field of securities is 6,000,000, then the sequencing unit 117 according to win the turnover of single business opportunity according to from height to
Low carry out priority ranking, i.e. the bank field, insurance field, field of securities, the last transmission unit 115 send out ranking results
It send to the chief leading cadre of second enterprise.
By above embodiment, user is not necessarily to analyze the turnover for winning single business opportunity fields, just knows
Field belonging to single business opportunity is won in road, has not only saved human cost, but also which is higher than the accuracy of manpower analysis, is reduced
Error rate.
In at least one embodiment of the present invention, the method also includes:
When detecting that the state of business opportunity is updated to defeated single state by user, pop-up unit 118 will pop up prompting frame and require user
Reason confirmation is carried out for this defeated single business opportunity.
By above embodiment, be conducive to that user is reminded to confirm defeated single reason, and taken according to defeated single reason certain
Behave.
As can be seen from the above technical solutions, the present invention, which can directly acquire, is synchronized in CRM system 2
All mails, and the e-mail messages of every envelope mail in all mails are extracted, further, according to the mail of every envelope mail
Breath determines client's contact mail from all mails, when client contact mail meets configuration condition, according to described
Client's contact mail creation business opportunity, therefore, the present invention has not only saved human cost, but also convenient, raising is brought to user
The usage experience of user.
As shown in figure 4, being the electronic equipment for the preferred embodiment that the present invention realizes the business opportunity creation method based on mail
Structural schematic diagram.
The electronic equipment 1 be it is a kind of can according to the instruction for being previously set or store, automatic progress numerical value calculating and/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 electronic equipment 1, which can also be but not limited to any one, to pass through keyboard, mouse, remote controler, touching with user
The modes such as template or voice-operated device carry out the electronic product of human-computer interaction, for example, personal computer, tablet computer, smart phone,
Personal digital assistant (Personal Digital Assistant, PDA), game machine, Interactive Internet TV (Internet
Protocol Television, IPTV), intellectual wearable device etc..
The electronic equipment 1 can also be that the calculating such as desktop PC, notebook, palm PC and cloud server are set
It is standby.
Network locating for the electronic equipment 1 include but is not limited to internet, wide area network, Metropolitan Area Network (MAN), local area network, it is virtual specially
With network (Virtual Private Network, VPN) etc..
In one embodiment of the invention, the electronic equipment 1 includes, but are not limited to memory 12, processor 13,
And it is stored in the computer program that can be run in the memory 12 and on the processor 13, such as the quotient based on mail
Machine creates program.
It will be understood by those skilled in the art that the schematic diagram is only the example of electronic equipment 1, not structure paired electrons
The restriction of equipment 1 may include perhaps combining certain components or different components, example than illustrating more or fewer components
Such as described electronic equipment 1 can also include input-output equipment, network access equipment, bus.
The processor 13 can be central execution unit (Central Processing Unit, CPU), can also be
Other general processors, digital signal processor (Digital Signal Processor, DSP), specific integrated circuit
(Application Specific Integrated Circuit, ASIC), ready-made programmable gate array (Field-
Programmable Gate Array, FPGA) either other programmable logic device, discrete gate or transistor logic device
Part, discrete hardware components etc..General processor can be microprocessor or the processor is also possible to any conventional processing
Device etc., the processor 13 is arithmetic core and the control centre of the electronic equipment 1, whole using various interfaces and connection
The various pieces of a electronic equipment 1, and execute the operating system of the electronic equipment 1 and types of applications program, the journey of installation
Sequence code etc..
The processor 13 executes the operating system of the electronic equipment 1 and the types of applications program of installation.The place
Reason device 13 executes the application program to realize the step in above-mentioned each business opportunity creation method embodiment based on mail, such as
Step S10, S11, S12, S13 shown in FIG. 1.
Alternatively, the processor 13 realizes each module in above-mentioned each Installation practice/mono- when executing the computer program
The function of member, such as: obtain all mails being synchronized in the CRM system 2；It extracts in all mails
The e-mail messages of every envelope mail；According to the e-mail messages of every envelope mail, client's contact mail is determined from all mails；When
When client's contact mail meets configuration condition, according to client contact mail creation business opportunity.
Illustratively, the computer program can be divided into one or more module/units, one or more
A module/unit is stored in the memory 12, and is executed by the processor 13, to complete the present invention.It is one
Or multiple module/units can be the series of computation machine program instruction section that can complete specific function, the instruction segment is for retouching
State implementation procedure of the computer program in the electronic equipment 1.It is obtained for example, the computer program can be divided into
It takes unit 110, extraction unit 111, determination unit 112, creating unit 113, updating unit 114, transmission unit 115, calculate list
Member 116, sequencing unit 117 and pop-up unit 118.
The memory 12 can be used for storing the computer program and/or module, the processor 13 by operation or
The computer program and/or module being stored in the memory 12 are executed, and calls the data being stored in memory 12,
Realize the various functions of the electronic equipment 1.The memory 12 can mainly include storing program area and storage data area,
In, storing program area can application program needed for storage program area, at least one function (such as sound-playing function, image
Playing function etc.) etc.；Storage data area, which can be stored, uses created data (such as audio data, phone directory according to mobile phone
Deng) etc..In addition, memory 12 may include high-speed random access memory, it can also include nonvolatile memory, such as firmly
Disk, memory, plug-in type hard disk, intelligent memory card (Smart Media Card, SMC), secure digital (Secure Digital,
SD) block, flash card (Flash Card), at least one disk memory, flush memory device or other volatile solid-states
Part.
The memory 12 can be the external memory and/or internal storage of electronic equipment 1.Further, described
Memory 12 can be the circuit with store function for not having physical form in integrated circuit, such as RAM(Random-Access
Memory, random access memory), FIFO(First In First Out) etc..Alternatively, the memory 12 is also possible to
Memory with physical form, such as memory bar, TF card (Trans-flash Card).
If the integrated module/unit of the electronic equipment 1 is realized in the form of SFU software functional unit and as independent
Product when selling or using, can store in a computer readable storage medium.Based on this understanding, the present invention is real
All or part of the process in existing above-described embodiment method, can also instruct relevant hardware come complete by computer program
At the computer program can be stored in a computer readable storage medium, which is being executed by processor
When, it can be achieved that the step of above-mentioned each embodiment of the method.
Wherein, the computer program includes computer program code, and the computer program code can be source code
Form, object identification code form, executable file or certain intermediate forms etc..The computer-readable medium may include: can
Carry any entity or device, recording medium, USB flash disk, mobile hard disk, magnetic disk, CD, computer of the computer program code
Memory, read-only memory (ROM, Read-Only Memory), random access memory (RAM, Random Access
Memory), electric carrier signal, telecommunication signal and software distribution medium etc..It should be noted that the computer-readable medium
The content for including can carry out increase and decrease appropriate according to the requirement made laws in jurisdiction with patent practice, such as in certain departments
Method administrative area does not include electric carrier signal and telecommunication signal according to legislation and patent practice, computer-readable medium.
In conjunction with Fig. 2, it is a kind of based on mail to realize that the memory 12 in the electronic equipment 1 stores multiple instruction
The multiple instruction can be performed to realize in business opportunity creation method, the processor 13: acquisition is synchronized to the customer relationship pipe
All mails in reason system 2；Extract the e-mail messages of every envelope mail in all mails；According to the mail of every envelope mail
Breath determines client's contact mail from all mails；When client contact mail meets configuration condition, according to described
Client's contact mail creation business opportunity.
Preferred embodiment according to the present invention, the e-mail messages include the combination of following one or more:
Proforma invoice number, sender, addressee, mail matter topics, mail creation time.
Preferred embodiment according to the present invention, the processor 13 also execute multiple instruction and include:
From the e-mail messages of every envelope mail, the sender and addressee of every envelope mail are determined；
When the sender or addressee that detect mail are recorded in preconfigured customer list, the postal that confirmly detects
Part is client contact mail；
Wherein, the customer list is stored in the CRM system.
Preferred embodiment according to the present invention, the processor 13 also execute multiple instruction and include:
The addressee that every envelope client contact mail is determined from client contact mail, obtains addressee and is recorded in the client
The first mail in list extracts the first proforma invoice number from the e-mail messages of first mail, described when detecting
When first proforma invoice number is not recorded in the CRM system, according to the first mail creation business opportunity；And/
Or
From client contact mail, determines the sender of every envelope client contact mail, obtain sender and be recorded in the visitor
The second mail in the list of family, when detecting that the corresponding business opportunity of second mail is not in progress, according to described second
Mail creation business opportunity.
Preferred embodiment according to the present invention, the processor 13 also execute multiple instruction and include:
Each prefixed time interval updates all mails in the CRM system；
Business opportunity is updated according to updated mail.
Preferred embodiment according to the present invention, the processor 13 also execute multiple instruction and include:
Obtain all business opportunities in setup time；
According to all business opportunity firm sale total values；
The gross sales amount is sent to designated contact.
Preferred embodiment according to the present invention, the processor 13 also execute multiple instruction and include:
It is determined from all business opportunities in the win list business opportunity for winning single state；
Determine field belonging to the single business opportunity of each win in the single business opportunity of the win；
Calculate the turnover that single business opportunity is won in each field；
The priority in each field is determined according to the turnover for winning single business opportunity in each field.
Specifically, the processor 13 can refer to the concrete methods of realizing of above-metioned instruction related in Fig. 2 corresponding embodiment
The description of step, this will not be repeated here.
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 an execution 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, in all respects, the present embodiments are to be considered as illustrative and not restrictive, this
The range of invention is indicated by the appended claims rather than the foregoing description, it is intended that the equivalent requirements of the claims will be fallen in
All changes in meaning and scope are included in the present invention.Any attached associated diagram label in claim should not be considered as limit
Claim involved in making.
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.In system claims
The multiple units or device of statement can also be implemented through software or hardware by a unit or device.Second equal words are used
It indicates 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 business opportunity creation method based on mail is applied to electronic equipment, the electronic equipment and customer relation management system
System communicates, which is characterized in that the described method includes: obtaining all mails being synchronized in the CRM system；
Extract the e-mail messages of every envelope mail in all mails；According to the e-mail messages of every envelope mail, from all mails
Determine client's contact mail；When client contact mail meets configuration condition, according to client contact mail creation quotient
Machine.
2. the business opportunity creation method based on mail as described in claim 1, which is characterized in that the e-mail messages include following
One or more kinds of combination: proforma invoice number, sender, addressee, mail matter topics, mail creation time.
3. the business opportunity creation method based on mail as claimed in claim 2, which is characterized in that the postal according to every envelope mail
Part information includes: to determine every envelope from the e-mail messages of every envelope mail from client's contact mail determining in all mails
The sender and addressee of mail；When the sender or addressee that detect mail are recorded in preconfigured customer list
When middle, the mail confirmly detected is client contact mail；Wherein, the customer list is stored in the customer relationship
In management system.
4. the business opportunity creation method based on mail as claimed in claim 3, which is characterized in that described when client contact postal
It include: to be determined often from client contact mail according to the client contact mail creation business opportunity when part meets configuration condition
The addressee for sealing client's contact mail obtains addressee and is recorded in the first mail in the customer list, from first postal
The first proforma invoice number is extracted in the e-mail messages of part, is not recorded in the visitor when detecting that first proforma invoice is numbered
When in the relationship management system of family, according to the first mail creation business opportunity；And/or it from client contact mail, determines every
The sender for sealing client's contact mail obtains sender and is recorded in the second mail in the customer list, described when detecting
When the corresponding business opportunity of second mail is not in progress, according to the second mail creation business opportunity.
5. the business opportunity creation method based on mail as described in claim 1, which is characterized in that the method also includes: it is each
Prefixed time interval updates all mails in the CRM system；Business opportunity is updated according to updated mail.
6. the business opportunity creation method based on mail as described in claim 1, which is characterized in that the method also includes: it obtains
All business opportunities in setup time；According to all business opportunity firm sale total values；The gross sales amount is sent to specified
It is people.
7. the business opportunity creation method based on mail as claimed in claim 6, which is characterized in that the method also includes: from institute
It states and determines the win list business opportunity in single state is won in all business opportunities；It determines in the single business opportunity of the win belonging to the single business opportunity of each win
Field；Calculate the turnover that single business opportunity is won in each field；It is determined according to the turnover for winning single business opportunity in each field each
The priority in field.
8. a kind of business opportunity creating device based on mail runs on electronic equipment, the electronic equipment and customer relation management system
System communicates, which is characterized in that described device includes: acquiring unit, is synchronized to the CRM system for obtaining
In all mails；Extraction unit, for extracting the e-mail messages of every envelope mail in all mails；Determination unit is used
In the e-mail messages according to every envelope mail, client's contact mail is determined from all mails；Creating unit, for working as institute
It states client and comes and goes mail when meeting configuration condition, come and gone mail creation business opportunity according to the client.
9. a kind of electronic equipment, which is characterized in that the electronic equipment includes: memory, stores at least one instruction；And place
Device is managed, executes the instruction stored in the memory to realize as claimed in any of claims 1 to 7 in one of claims based on mail
Business opportunity creation method.
10. a kind of computer readable storage medium, it is characterised in that: be stored at least one in the computer readable storage medium
A instruction, at least one described instruction are executed by the processor in electronic equipment to realize such as any one of claim 1 to 7
The business opportunity creation method based on mail.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201811628339.0A CN109829685A (en) | 2018-12-28 | 2018-12-28 | Business opportunity creation method, device, electronic equipment and storage medium based on mail |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201811628339.0A CN109829685A (en) | 2018-12-28 | 2018-12-28 | Business opportunity creation method, device, electronic equipment and storage medium based on mail |
Publications (1)
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|---|---|
| CN109829685A true CN109829685A (en) | 2019-05-31 |
Family
ID=66861295
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN201811628339.0A Pending CN109829685A (en) | 2018-12-28 | 2018-12-28 | Business opportunity creation method, device, electronic equipment and storage medium based on mail |
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Application publication date: 20190531 |