CN110569260A - automatic circulation method and system for enterprise clues - Google Patents
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- CN110569260A CN110569260A CN201910713135.5A CN201910713135A CN110569260A CN 110569260 A CN110569260 A CN 110569260A CN 201910713135 A CN201910713135 A CN 201910713135A CN 110569260 A CN110569260 A CN 110569260A
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Abstract
The invention discloses an automatic circulation method of enterprise clues, which comprises the steps of obtaining a user input follow-up intention, a first condition, first enterprise information and first time dimension information needing to be inquired, carrying out time dimension screening in a clue pool according to the first condition and the first time dimension information to generate a first enterprise clue, carrying out enterprise information screening in the clue pool according to the first condition and the first enterprise information to generate a second enterprise clue, carrying out filtering processing on the first enterprise clue and/or the second enterprise clue according to the follow-up intention to generate a final enterprise clue, and converting the life cycle of the final enterprise clue according to the follow-up intention.
Description
Technical Field
The invention relates to the technical field of data processing, in particular to an automatic circulation method and system for enterprise clues.
background
The existing automatic circulation technology of enterprise clues is to screen according to the follow-up time of the enterprise clues and to perform clue circulation (including follow-up, forwarding and the like) according to the screening. If the clue that the follow-up record is not updated within the time limit, the follow-up record is transferred to the open sea. The prior art focuses more on the rule of time, but enterprise clues have no universality because of large differences of factors such as industries, regions and the like.
The existing automatic circulation technology of enterprise clues has the following defects:
(1) Screening can only be performed for the time dimension;
(2) and the method can not filter and circulate the dimensions of enterprise clues, and is not beneficial to the unified management of a plurality of enterprises which accord with a certain image by a user.
disclosure of Invention
The embodiment of the invention aims to provide an automatic circulation method of enterprise clues, which can solve the technical problem that the prior art can only screen according to time dimension and improve the working efficiency and the management efficiency of enterprise clue circulation.
In order to achieve the above object, an embodiment of the present invention provides an automatic circulation method for enterprise threads, including the following steps:
acquiring a follow-up input intention of a user, a first condition, first enterprise information and first time dimension information needing to be inquired;
performing time dimension screening in a clue pool according to the first condition and the first time dimension information to generate a first enterprise clue;
enterprise information screening is carried out in a clue pool according to the first condition and the first enterprise information, and a second enterprise clue is generated;
and filtering the first enterprise clue and/or the second enterprise clue according to the follow-up intention to generate a final enterprise clue, and converting the life cycle of the final enterprise clue according to the follow-up intention.
Further, the time dimension screening is performed in a thread pool according to the first condition and the first time dimension information to generate a first enterprise thread, specifically:
extracting all time dimension information meeting the first condition in a clue pool;
And screening clues which are the same as the clues of the first time dimension information from all the time dimension information to generate a first enterprise clue.
Further, the enterprise information includes an enterprise operation range, an enterprise establishment time, and an enterprise office address.
Further, the enterprise information screening is performed in a clue pool according to the first condition and the first enterprise information to generate a second enterprise clue, which specifically includes:
Extracting all clues which accord with the enterprise operation range, the enterprise establishment time and the enterprise office address in the first enterprise information in the clue pool;
And screening the threads meeting the first condition from all the threads to generate a second enterprise thread.
Further, the filtering the first enterprise thread and/or the second enterprise thread according to the follow-up intent to generate a final enterprise thread, and converting the life cycle of the final enterprise thread according to the follow-up intent specifically includes:
When the user only selects clues meeting the first time dimension information requirement, clues which do not accord with the intention are filtered from the first enterprise clues according to the follow-up intention of the user to generate final enterprise clues, and the current life cycle state of the final enterprise clues is converted into a follow-up state;
When the user only selects clues meeting the first enterprise information requirement, clues which do not accord with the intention are filtered from the second enterprise clues according to the follow-up intention of the user to generate final enterprise clues, and the current life cycle state of the final enterprise clues is converted into a follow-up state;
When a user selects a clue which meets the requirements of both the first time dimension information and the first enterprise clue, extracting an intersection enterprise clue of the first enterprise clue and the second enterprise clue, taking the intersection enterprise clue as a final enterprise clue, and simultaneously converting the current life cycle state of the final enterprise clue into a follow-up state.
The embodiment of the invention also provides an automatic circulation system of enterprise clues, which comprises: the system comprises an acquisition module, a first screening module, a second screening module and an automatic circulation module;
The acquisition module is used for acquiring the follow-up input intention of the user, a first condition, first enterprise information and first time dimension information needing to be inquired;
the first screening module is used for performing time dimension screening in a clue pool according to the first condition and the first time dimension information to generate a first enterprise clue;
the second screening module is used for screening the enterprise information in the clue pool according to the first condition and the first enterprise information to generate a second enterprise clue;
And the automatic circulation module is used for filtering the first enterprise clue and/or the second enterprise clue according to the follow-up intention to generate a final enterprise clue, and converting the life cycle of the final enterprise clue according to the follow-up intention.
Further, the first screening module comprises a time dimension extraction unit and a first enterprise cue generation unit;
the time dimension extraction unit is used for extracting all the time dimension information meeting the first condition in the clue pool;
the first enterprise clue generating unit is configured to filter clues that are the same as the first time dimension information from all the time dimension information, and generate a first enterprise clue.
Further, the enterprise information includes an enterprise operation range, an enterprise establishment time, and an enterprise office address.
further, the second screening module comprises a thread extracting unit and a second enterprise thread generating unit;
The clue extraction unit is used for extracting all clues which accord with the enterprise business range, the enterprise establishment time and the enterprise office address in the first enterprise information in the clue pool;
And the second enterprise thread generating unit is used for screening threads meeting the first condition from all the threads and generating a second enterprise thread.
further, the automatic circulation module comprises a first selection unit, a second selection unit and a third selection unit;
The first selection unit is used for filtering clues which do not accord with the intention from the first enterprise clues according to the follow-up intention of the user to generate final enterprise clues and converting the current life cycle state of the final enterprise clues into a follow-up state when the user only selects the clues which meet the requirement of the first time dimension information;
the second selection unit is used for filtering clues which do not accord with the intention from the second enterprise clues according to the follow-up intention of the user to generate final enterprise clues and converting the current life cycle state of the final enterprise clues into a follow-up state when the user only selects the clues which meet the information requirement of the first enterprise;
the third selecting unit is configured to, when the user selects a clue that meets both the first time dimension information requirement and the first enterprise clue requirement, extract an intersection enterprise clue of the first enterprise clue and the second enterprise clue, use the intersection enterprise clue as a final enterprise clue, and convert the current life cycle state of the final enterprise clue to a follow-up state.
Compared with the prior art, the method has the following beneficial effects:
the automatic circulation method of the enterprise clues, provided by the embodiment of the invention, comprises the steps of obtaining a follow-up intention input by a user, a first condition, first enterprise information and first time dimension information to be inquired, carrying out time dimension screening in a clue pool according to the first condition and the first time dimension information to generate a first enterprise clue, carrying out enterprise information screening in the clue pool according to the first condition and the first enterprise information to generate a second enterprise clue, carrying out filtering processing on the first enterprise clue and/or the second enterprise clue according to the follow-up intention to generate a final enterprise clue, and converting the life cycle of the final enterprise clue according to the follow-up intention.
drawings
FIG. 1 is a flow chart diagram illustrating one embodiment of a method for automatically circulating an enterprise thread provided by the present invention;
fig. 2 is a schematic structural diagram of an embodiment of the system for automatically circulating an enterprise thread according to the present invention.
Detailed Description
The technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the drawings in the embodiments of the present invention, and it is obvious that the described embodiments are only a part of the embodiments of the present invention, and not all of the embodiments. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present invention.
referring to fig. 1, fig. 1 is a schematic flowchart illustrating an embodiment of an automatic circulation method for enterprise threads provided by the present invention; the embodiment of the invention provides an automatic circulation method of enterprise clues, which comprises the steps of S1-S4;
and S1, acquiring the follow-up intention input by the user, the first condition, the first enterprise information and the first time dimension information needing to be inquired.
in this embodiment, the enterprise thread refers to a potential enterprise collaboration business opportunity, the first condition is a user-defined condition to be met, in this embodiment, taking a business transaction with the local company as an example, the first time dimension information to be queried is generally annual time, and in this embodiment, 2019 is taken as the first time dimension information.
And S2, performing time dimension screening in a thread pool according to the first condition and the first time dimension information to generate a first enterprise thread.
in this embodiment, step S2 specifically includes: extracting all time dimension information meeting the first condition in a clue pool; and screening clues which are the same as the clues of the first time dimension information from all the time dimension information to generate a first enterprise clue.
Specifically, all time dimension information of all enterprises having business traffic with the company is found in the online cable pool, and then an enterprise cable with the annual time of 2019 is found in all the time dimension information and serves as a first enterprise cable.
and S3, performing enterprise information screening in the clue pool according to the first condition and the first enterprise information to generate a second enterprise clue.
in the embodiment of the present invention, the enterprise information includes data information of the enterprise, such as the business scope, the establishment time, the office address, and the like of the enterprise.
In the embodiment of the present invention, step S3 specifically includes: extracting all clues which accord with the enterprise operation range, the enterprise establishment time and the enterprise office address in the first enterprise information in the clue pool; and screening the threads meeting the first condition from all the threads to generate a second enterprise thread.
specifically, all clues of the heavy metal industry enterprises with office addresses in Guangzhou can be selected in the cable pool to obtain all the heavy metal industry enterprises with office addresses in Guangzhou, then the enterprises meeting the first conditions such as the enterprises having business traffic with the department can be selected from all the clues, a group of enterprises meeting the heavy metal industries with office addresses in Guangzhou and the enterprises having business traffic with the department can be selected, and the clues of a second enterprise can be obtained.
and S4, filtering the first enterprise clue and/or the second enterprise clue according to the follow-up intention to generate a final enterprise clue, and converting the life cycle of the final enterprise clue according to the follow-up intention.
in this embodiment, step S4 specifically includes:
when the user only selects clues meeting the first time dimension information requirement, clues which do not accord with the intention are filtered from the first enterprise clues according to the follow-up intention of the user to generate final enterprise clues, and the current life cycle state of the final enterprise clues is converted into a follow-up state;
When the user only selects clues meeting the first enterprise information requirement, clues which do not accord with the intention are filtered from the second enterprise clues according to the follow-up intention of the user to generate final enterprise clues, and the current life cycle state of the final enterprise clues is converted into a follow-up state;
when a user selects a clue which meets the requirements of both the first time dimension information and the first enterprise clue, extracting an intersection enterprise clue of the first enterprise clue and the second enterprise clue, taking the intersection enterprise clue as a final enterprise clue, and simultaneously converting the current life cycle state of the final enterprise clue into a follow-up state.
It should be noted that the embodiment provided by the present invention not only supports time dimension screening, but also supports screening according to enterprise information, and further supports combined use (and/or relationship) of the two schemes.
In the embodiment of the invention, the enterprise thread lifecycle includes thread generation, thread follow-up, thread to follow-up (open sea state), thread conversion and so on. Wherein the thread follow-up state is that there is a business person in the enterprise responsible for follow-up on the thread. The open sea state is a public clue pool, the clues are all and nobody follow-up states of the enterprise, and all business personnel can get and follow up. When the person can not follow the clue for some reason, and hopes to take the person to follow the clue, the person can transfer the clue to the open sea.
The automatic circulation method of the enterprise clues, provided by the embodiment of the invention, comprises the steps of obtaining a follow-up intention input by a user, a first condition, first enterprise information and first time dimension information to be inquired, carrying out time dimension screening in a clue pool according to the first condition and the first time dimension information to generate a first enterprise clue, carrying out enterprise information screening in the clue pool according to the first condition and the first enterprise information to generate a second enterprise clue, carrying out filtering processing on the first enterprise clue and/or the second enterprise clue according to the follow-up intention to generate a final enterprise clue, and converting the life cycle of the final enterprise clue according to the follow-up intention.
Referring to fig. 2 as a preferred embodiment of the present invention, fig. 2 is a schematic structural diagram of an embodiment of an automatic circulation system for enterprise threads provided by the present invention, including: the system comprises an acquisition module, a first screening module, a second screening module and an automatic circulation module;
the acquisition module is used for acquiring the follow-up input intention of the user, a first condition, first enterprise information and first time dimension information needing to be inquired; the first screening module is used for performing time dimension screening in a clue pool according to the first condition and the first time dimension information to generate a first enterprise clue; the second screening module is used for screening the enterprise information in the clue pool according to the first condition and the first enterprise information to generate a second enterprise clue; and the automatic circulation module is used for filtering the first enterprise clue and/or the second enterprise clue according to the follow-up intention to generate a final enterprise clue, and converting the life cycle of the final enterprise clue according to the follow-up intention.
in an embodiment of the present invention, the first filtering module includes a time dimension extracting unit and a first enterprise cue generating unit; the time dimension extraction unit is used for extracting all the time dimension information meeting the first condition in the clue pool; the first enterprise clue generating unit is configured to filter clues that are the same as the first time dimension information from all the time dimension information, and generate a first enterprise clue.
preferably, the enterprise information includes an enterprise business range, an enterprise establishment time, and an enterprise office address.
it should be noted that the second filtering module includes a thread extracting unit and a second enterprise thread generating unit; the clue extraction unit is used for extracting all clues which accord with the enterprise business range, the enterprise establishment time and the enterprise office address in the first enterprise information in the clue pool; and the second enterprise thread generating unit is used for screening threads meeting the first condition from all the threads and generating a second enterprise thread.
As a preferred embodiment of the present invention, the automatic circulation module includes a first selection unit, a second selection unit, and a third selection unit;
The first selection unit is used for filtering clues which do not accord with the intention from the first enterprise clues according to the follow-up intention of the user to generate final enterprise clues and converting the current life cycle state of the final enterprise clues into a follow-up state when the user only selects the clues which meet the requirement of the first time dimension information;
the second selection unit is used for filtering clues which do not accord with the intention from the second enterprise clues according to the follow-up intention of the user to generate final enterprise clues and converting the current life cycle state of the final enterprise clues into a follow-up state when the user only selects the clues which meet the information requirement of the first enterprise;
The third selecting unit is configured to, when the user selects a clue that meets both the first time dimension information requirement and the first enterprise clue requirement, extract an intersection enterprise clue of the first enterprise clue and the second enterprise clue, use the intersection enterprise clue as a final enterprise clue, and convert the current life cycle state of the final enterprise clue to a follow-up state.
as can be seen from the above, in the automatic circulation device for enterprise leads according to the embodiments of the present invention, an acquisition module acquires a follow-up intention, a first condition, first enterprise information, and first time dimension information to be queried input by a user, a first screening module performs time dimension screening in a lead pool according to the first condition and the first time dimension information to generate a first enterprise lead, a second screening module performs enterprise information screening in the lead pool according to the first condition and the first enterprise information to generate a second enterprise lead, an automatic circulation module performs filtering processing on the first enterprise lead and/or the second enterprise lead according to the follow-up intention to generate a final enterprise lead, and a life cycle of the final enterprise lead is converted according to the follow-up intention, by adopting the embodiment provided by the invention, the technical problem that the screening can only be carried out aiming at the time dimension in the prior art can be solved, and the working efficiency and the management efficiency of enterprise clue circulation are improved.
Wherein, the modules/units integrated by the automatic circulation system of the enterprise clue can be stored in a computer readable storage medium if being realized in the form of software functional units and sold or used as independent products. Based on such understanding, all or part of the flow of the method according to the embodiments of the present invention may also be implemented by a computer program, which may be stored in a computer-readable storage medium, and when the computer program is executed by a processor, the steps of the method embodiments may be implemented. Wherein the computer program comprises computer program code, which may be in the form of source code, object code, an executable file or some intermediate form, etc. The computer-readable medium may include: any entity or device capable of carrying the computer program code, recording medium, usb disk, removable hard disk, magnetic disk, optical disk, computer Memory, Read-only Memory (ROM), Random Access Memory (RAM), electrical carrier wave signals, telecommunications signals, software distribution medium, etc.
It should be noted that the above-described system embodiments are merely illustrative, where the units described as separate parts may or may not be physically separate, and the parts displayed as units may or may not be physical units, may be located in one place, or may be distributed on multiple network units. Some or all of the modules may be selected according to actual needs to achieve the purpose of the solution of the present embodiment. In addition, in the drawings of the embodiment of the system provided by the present invention, the connection relationship between the modules indicates that there is a communication connection between them, and may be specifically implemented as one or more communication buses or signal lines. One of ordinary skill in the art can understand and implement it without inventive effort.
while the foregoing is directed to the preferred embodiment of the present invention, it will be understood by those skilled in the art that various changes and modifications may be made without departing from the spirit and scope of the invention.
Claims (10)
1. An automatic circulation method of enterprise clues is characterized by comprising the following steps:
Acquiring a follow-up input intention of a user, a first condition, first enterprise information and first time dimension information needing to be inquired;
performing time dimension screening in a clue pool according to the first condition and the first time dimension information to generate a first enterprise clue;
enterprise information screening is carried out in a clue pool according to the first condition and the first enterprise information, and a second enterprise clue is generated;
And filtering the first enterprise clue and/or the second enterprise clue according to the follow-up intention to generate a final enterprise clue, and converting the life cycle of the final enterprise clue according to the follow-up intention.
2. The method according to claim 1, wherein the time dimension filtering is performed in a thread pool according to the first condition and the first time dimension information to generate a first enterprise thread, specifically:
extracting all time dimension information meeting the first condition in a clue pool;
And screening clues which are the same as the clues of the first time dimension information from all the time dimension information to generate a first enterprise clue.
3. The method as claimed in claim 1, wherein the business information includes business scope, business establishment time and business office address.
4. The method according to claim 3, wherein the enterprise information is filtered in the thread pool according to the first condition and the first enterprise information to generate a second enterprise thread, specifically:
extracting all clues which accord with the enterprise operation range, the enterprise establishment time and the enterprise office address in the first enterprise information in the clue pool;
And screening the threads meeting the first condition from all the threads to generate a second enterprise thread.
5. The method as claimed in claim 4, wherein the filtering process is performed on the first enterprise thread and/or the second enterprise thread according to the follow-up intent to generate a final enterprise thread, and the life cycle of the final enterprise thread is converted according to the follow-up intent, specifically:
when the user only selects clues meeting the first time dimension information requirement, clues which do not accord with the intention are filtered from the first enterprise clues according to the follow-up intention of the user to generate final enterprise clues, and the current life cycle state of the final enterprise clues is converted into a follow-up state;
when the user only selects clues meeting the first enterprise information requirement, clues which do not accord with the intention are filtered from the second enterprise clues according to the follow-up intention of the user to generate final enterprise clues, and the current life cycle state of the final enterprise clues is converted into a follow-up state;
when a user selects a clue which meets the requirements of both the first time dimension information and the first enterprise clue, extracting an intersection enterprise clue of the first enterprise clue and the second enterprise clue, taking the intersection enterprise clue as a final enterprise clue, and simultaneously converting the current life cycle state of the final enterprise clue into a follow-up state.
6. An automatic circulation system for enterprise clues, comprising: the system comprises an acquisition module, a first screening module, a second screening module and an automatic circulation module;
the acquisition module is used for acquiring the follow-up input intention of the user, a first condition, first enterprise information and first time dimension information needing to be inquired;
The first screening module is used for performing time dimension screening in a clue pool according to the first condition and the first time dimension information to generate a first enterprise clue;
the second screening module is used for screening the enterprise information in the clue pool according to the first condition and the first enterprise information to generate a second enterprise clue;
and the automatic circulation module is used for filtering the first enterprise clue and/or the second enterprise clue according to the follow-up intention to generate a final enterprise clue, and converting the life cycle of the final enterprise clue according to the follow-up intention.
7. The automatic circulation system of an enterprise thread as claimed in claim 6, wherein the first filtering module comprises a time dimension extracting unit and a first enterprise thread generating unit;
The time dimension extraction unit is used for extracting all the time dimension information meeting the first condition in the clue pool;
the first enterprise clue generating unit is configured to filter clues that are the same as the first time dimension information from all the time dimension information, and generate a first enterprise clue.
8. The system of claim 6, wherein the business information includes business scope, business establishment time, and business address.
9. The system for automatic circulation of enterprise cues as claimed in claim 8, wherein said second filtering module comprises a cue extraction unit and a second enterprise cue generation unit;
the clue extraction unit is used for extracting all clues which accord with the enterprise business range, the enterprise establishment time and the enterprise office address in the first enterprise information in the clue pool;
and the second enterprise thread generating unit is used for screening threads meeting the first condition from all the threads and generating a second enterprise thread.
10. the system of claim 9, wherein the auto-circulation module comprises a first selection unit, a second selection unit, and a third selection unit;
The first selection unit is used for filtering clues which do not accord with the intention from the first enterprise clues according to the follow-up intention of the user to generate final enterprise clues and converting the current life cycle state of the final enterprise clues into a follow-up state when the user only selects the clues which meet the requirement of the first time dimension information;
The second selection unit is used for filtering clues which do not accord with the intention from the second enterprise clues according to the follow-up intention of the user to generate final enterprise clues and converting the current life cycle state of the final enterprise clues into a follow-up state when the user only selects the clues which meet the information requirement of the first enterprise;
the third selecting unit is configured to, when the user selects a clue that meets both the first time dimension information requirement and the first enterprise clue requirement, extract an intersection enterprise clue of the first enterprise clue and the second enterprise clue, use the intersection enterprise clue as a final enterprise clue, and convert the current life cycle state of the final enterprise clue to a follow-up state.
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Application publication date: 20191213 |