CN110837917A - Customer visit management system, method, terminal equipment and storage medium - Google Patents
Customer visit management system, method, terminal equipment and storage medium Download PDFInfo
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- CN110837917A CN110837917A CN201910946038.0A CN201910946038A CN110837917A CN 110837917 A CN110837917 A CN 110837917A CN 201910946038 A CN201910946038 A CN 201910946038A CN 110837917 A CN110837917 A CN 110837917A
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/04—Forecasting or optimisation specially adapted for administrative or management purposes, e.g. linear programming or "cutting stock problem"
- G06Q10/047—Optimisation of routes or paths, e.g. travelling salesman problem
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06Q10/063—Operations research, analysis or management
- G06Q10/0631—Resource planning, allocation, distributing or scheduling for enterprises or organisations
- G06Q10/06311—Scheduling, planning or task assignment for a person or group
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q30/00—Commerce
- G06Q30/01—Customer relationship services
Abstract
The invention provides a customer visit management system, a method, a terminal device and a storage medium, wherein the system comprises: the plan making module is used for sending the customer visit plan to the corresponding salesman terminal according to the customer visit plan uploaded by the user and the administration region of the salesman; customer information push module: the system comprises a sales staff terminal, a customer position information acquisition module, a customer information acquisition module and a customer position information acquisition module, wherein the sales information and the customer position information acquisition module are used for acquiring sales information and customer position information of a pre-visited customer and sending the sales information and the customer position information to a corresponding sales staff terminal; a route planning module: for generating a route plan at a map interface; peripheral information push module: and the system is used for acquiring peripheral potential customer information after the salesperson confirms the visit, and sending the potential customer information to the corresponding salesperson terminal. The problem that the existing management system is limited in information quantity and inconvenient in market development is solved through the scheme, comprehensive customer information can be provided for sales personnel, the relation between the sales personnel and customers is promoted, and the working efficiency is effectively improved.
Description
Technical Field
The present invention relates to the field of computer technologies, and in particular, to a system, a method, a terminal device, and a storage medium for customer visit management.
Background
With the development of computer technology, computers have been widely used in various fields. In modern business, enterprises may serve many customers, have huge information and can perform classification management online, but for customers needing special visits by marketers, a large number of visit tasks are very inconvenient to allocate without specifying specific personnel.
The traditional customer visit plan can be input into a management system, a person in charge designates or a salesperson automatically asks for a visit task, for some customers with inconvenient traffic or places unfamiliar with the salesperson, sales or marketers need to go to the places without guidance of guide information, the grasped visit customer information and potential customers are very limited, and the conventional management system can provide limited information, so that the market mining efficiency is low.
Disclosure of Invention
In view of this, embodiments of the present invention provide a system, a method, a terminal device and a storage medium for customer visit management, so as to solve the problem that the management system is limited in the amount of information that can be provided and is inconvenient for market development.
In a first aspect of the embodiments of the present invention, there is provided a customer visit management system, including:
a plan making module: the system comprises a client terminal, a client terminal and a seller terminal, wherein the client terminal is used for transmitting a client visit plan to the corresponding seller terminal according to the client visit plan uploaded by a user and the administration region of the seller;
customer information push module: the system comprises a sales staff terminal, a customer position information acquisition module, a customer information acquisition module and a customer information acquisition module, wherein the sales staff terminal is used for acquiring current sales information, historical sales information and customer position information of a pre-visited customer and sending the current sales information, the historical sales information and the customer position information to corresponding sales staff terminals;
a route planning module: the system comprises a map interface, a route planning module and a client terminal, wherein the map interface is used for generating a route plan according to the current position of a salesperson and the position of a client to be visited;
peripheral information push module: and the system is used for acquiring the potential customer information around the pre-visited customer position and sending the potential customer information to the corresponding salesman terminal after the salesman confirms the visit.
In a second aspect of the embodiments of the present invention, a method for managing a customer visit is provided, including:
according to the customer visit plan uploaded by the user and the administration region of the salespersons, sending the customer visit plan to the corresponding salesperson terminal;
after obtaining current sales information, historical sales information and customer position information of a pre-visited customer, sending the current sales information, the historical sales information and the customer position information to a corresponding salesman terminal;
generating a route plan on a map interface according to the current position of the corresponding salesman and the position of the client to be visited;
and after the corresponding salespersons confirm the visits, the potential customer information is sent to the corresponding salesperson terminals.
In a third aspect of the embodiments of the present invention, there is provided a terminal device, including a memory, a processor, and a computer program stored in the memory and executable by the processor, where the processor executes the computer program to implement the steps of the method according to the first aspect of the embodiments of the present invention.
In a fourth aspect of the embodiments of the present invention, a computer-readable storage medium is provided, which stores a computer program, which when executed by a processor implements the steps of the method provided by the first aspect of the embodiments of the present invention.
In the embodiment of the invention, the visiting task is formulated for the salesperson according to the uploaded visiting task and the district of the salesperson, the visiting client information is sent, the planning route is generated on the map according to the client position, the peripheral potential client information is pushed after the salesperson confirms visiting, the comprehensive pre-visiting client information can be conveniently obtained based on the user terminal, and meanwhile, the route information and the potential client information can be provided for the salesperson, so that the problems that the conventional management system has limited information and is inconvenient for market development are solved, the unreasonable task distribution is avoided, the working efficiency is improved, and the practical effect is better.
Drawings
In order to more clearly illustrate the technical solutions in the embodiments of the present invention, the drawings needed to be used in the embodiments or the prior art descriptions will be briefly described below, and it is obvious that the drawings described below are only some embodiments of the present invention, and those skilled in the art can also obtain other drawings according to the drawings without creative efforts.
Fig. 1 is a schematic structural diagram of a customer visit management system according to an embodiment of the present invention;
fig. 2 is a flowchart illustrating a customer visit management method according to an embodiment of the present invention.
Detailed Description
In order to make the objects, features and advantages of the present invention more obvious and understandable, the technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the accompanying drawings in the embodiments of the present invention, and it is obvious that the embodiments described below 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.
The first embodiment is as follows:
referring to fig. 1, a schematic structural diagram of a customer visiting management system according to an embodiment of the present invention includes:
the planning module 110: the system comprises a client terminal, a client terminal and a seller terminal, wherein the client terminal is used for transmitting a client visit plan to the corresponding seller terminal according to the client visit plan uploaded by a user and the administration region of the seller;
when the service enterprise agrees with the client company or the service enterprise actively goes to the door, a client visit plan is generated, which generally comprises the client basic information, visit time and the like, and the newly generated client visit plan is stored in the system database.
The basic information of the salesperson is entered into the system database, and generally includes identity information of the salesperson, performance, jurisdiction region and the like, wherein the jurisdiction region refers to a market region which is managed by the salesperson and can be divided into regions which are identified and recognized by a block, an administrative district and the like. The terminal of the salesperson can be mobile equipment such as a mobile phone, a tablet personal computer and a notebook computer.
Optionally, the planning module 110 further includes:
the information uploading module: the system comprises a client and a server, wherein the client is used for receiving client information uploaded by a user after the uploading authority of the user is verified, and the client information at least comprises a client type, a client name, client sales information and a client geographic position. The customer sales information may be divided into current sales information and historical sales information. A user of the system has a plan uploading authority, and can fill in and upload client information at a corresponding position of a window through the window provided by the system, the system automatically adds the client information to a database, and the system management personnel can directly input data conveniently through information uploading.
Optionally, the planning module 110 further includes:
and the task generating unit is used for at least adding customer information, visit time and visit personnel in the customer visit plan to generate a visit task after the corresponding salesperson receives the customer visit plan.
Optionally, the planning module 110 may further include:
and when the corresponding salespersons refuse to receive and dispatch the customer visit plan, the refuse information is fed back to the task making manager, and the salespersons are automatically replaced after the task making manager passes the approval. After the visit task is formulated, the salesperson can refuse to accept because of special conditions, and a task supervision manager, such as a project supervisor, reviews the feedback information and then accepts the rejection result, and changes or stores the task state into a corresponding plan list.
The customer information push module 120: the system comprises a sales staff terminal, a customer position information acquisition module, a customer information acquisition module and a customer information acquisition module, wherein the sales staff terminal is used for acquiring current sales information, historical sales information and customer position information of a pre-visited customer and sending the current sales information, the historical sales information and the customer position information to corresponding sales staff terminals;
the route planning module 130: the system comprises a map interface, a route planning module and a client terminal, wherein the map interface is used for generating a route plan according to the current position of a salesperson and the position of a client to be visited;
the route planning can be performed by accessing third-party map software or performed in a system-made map, and the route planning can include selection of transportation tools, positions of client companies and the like.
The peripheral information push module 140: and the system is used for acquiring the potential customer information around the pre-visited customer position and sending the potential customer information to the corresponding salesman terminal after the salesman confirms the visit.
The potential customer information can mean that the visit consensus is not reached, and the customer mining can be carried out by actively visiting the door.
Optionally, the peripheral information pushing module 140 further includes:
and the sequencing display unit is used for displaying the potential customers on a map interface through the preset identification, performing weighted calculation on the potential customers according to the potential customer information, and then performing sequencing display based on the value of the potential customers.
The potential customers can be subjected to position identification through a map interface, evaluation ranking is carried out according to the customer mining value, for example, numbers of '1' and '2' are added to the position identification, and a salesperson clicks the identification to view customer information. Or the salesman client or terminal is pushed after the customer information is sequenced in a list form.
Compared with the traditional management system for simple data entry and task distribution, the system provided by the embodiment can not only distribute the visit tasks and the customer information, but also provide path planning and potential customer information for sales personnel, and greatly improve the market development efficiency.
Example two:
fig. 2 is a schematic flow chart of a customer visit management method according to a second embodiment of the present invention, where the method includes:
s201, sending a customer visit plan to a corresponding salesman terminal according to the customer visit plan uploaded by a user and the administration region of the salesman;
optionally, after the uploading authority of the user is verified, client information uploaded by the user is received, wherein the client information at least includes a client type, a client name, client sales information and a client geographic location.
Optionally, the sending the customer visit plan to the corresponding salesman terminal according to the customer visit plan uploaded by the user and the jurisdiction region of the salesman further includes:
when the corresponding salesman receives the customer visit plan, at least adding customer information, visit time and visit staff in the customer visit plan to generate a visit task
Optionally, after the corresponding salesperson refuses to receive the customer dispatching visit plan, the refusing information is fed back to the task making manager, and the salesperson is automatically replaced after the task making manager passes the approval.
S202, after obtaining current sales information, historical sales information and customer position information of a pre-visited customer, sending the current sales information, the historical sales information and the customer position information to a corresponding salesman terminal;
s203, generating a route plan on a map interface according to the current position of the corresponding salesman and the position of the client to be visited;
and S204, after the corresponding salesperson confirms the visit, the potential customer information is sent to the corresponding salesperson terminal.
Optionally, the potential customers are displayed on a map interface through the preset identification, and after weighted calculation is carried out on the potential customers according to the potential customer information, the potential customers are displayed in an ordering mode based on the potential customer values.
By the method, comprehensive visiting customer information, route planning and potential customers can be provided for the salespersons, and the salespersons can conveniently develop the market.
It should be understood that, the sequence numbers of the steps in the foregoing embodiments do not imply an execution sequence, and the execution sequence of each process should be determined by its function and inherent logic, and should not constitute any limitation to the implementation process of the embodiments of the present invention.
In the above embodiments, the descriptions of the respective embodiments have respective emphasis, and reference may be made to the related descriptions of other embodiments for parts that are not described or illustrated in a certain embodiment.
It will be understood by those skilled in the art that all or part of the steps in the method for implementing the above embodiments may be implemented by a program to instruct associated hardware, where the program may be stored in a computer-readable storage medium, and when the program is executed, the program includes steps S201 to S204, where the storage medium includes, for example: ROM/RAM, magnetic disk, optical disk, etc.
The above-mentioned embodiments are only used for illustrating the technical solutions of the present invention, and not for limiting the same; although the present invention has been described in detail with reference to the foregoing embodiments, it will be understood by those of ordinary skill in the art that: the technical solutions described in the foregoing embodiments may still be modified, or some technical features may be equivalently replaced; and such modifications or substitutions do not depart from the spirit and scope of the corresponding technical solutions of the embodiments of the present invention.
Claims (10)
1. A customer call management system, comprising:
a plan making module: the system comprises a client terminal, a client terminal and a seller terminal, wherein the client terminal is used for transmitting a client visit plan to the corresponding seller terminal according to the client visit plan uploaded by a user and the administration region of the seller;
customer information push module: the system comprises a sales staff terminal, a customer position information acquisition module, a customer information acquisition module and a customer information acquisition module, wherein the sales staff terminal is used for acquiring current sales information, historical sales information and customer position information of a pre-visited customer and sending the current sales information, the historical sales information and the customer position information to corresponding sales staff terminals;
a route planning module: the system comprises a map interface, a route planning module and a client terminal, wherein the map interface is used for generating a route plan according to the current position of a salesperson and the position of a client to be visited;
peripheral information push module: and the system is used for acquiring the potential customer information around the pre-visited customer position and sending the potential customer information to the corresponding salesman terminal after the salesman confirms the visit.
2. The system of claim 1, wherein the planning module further comprises:
the information uploading module: the system comprises a client and a server, wherein the client is used for receiving client information uploaded by a user after the uploading authority of the user is verified, and the client information at least comprises a client type, a client name, client sales information and a client geographic position.
3. The system of claim 1, wherein the planning module comprises:
and the task generating unit is used for at least adding customer information, visit time and visit personnel in the customer visit plan to generate a visit task after the corresponding salesperson receives the customer visit plan.
4. The system of claim 1, wherein the ambient information push module further comprises:
and the sequencing display unit is used for displaying the potential customers on a map interface through the preset identification, performing weighted calculation on the potential customers according to the potential customer information, and then performing sequencing display based on the value of the potential customers.
5. A customer call management method, comprising:
according to the customer visit plan uploaded by the user and the administration region of the salespersons, sending the customer visit plan to the corresponding salesperson terminal;
after obtaining current sales information, historical sales information and customer position information of a pre-visited customer, sending the current sales information, the historical sales information and the customer position information to a corresponding salesman terminal;
generating a route plan on a map interface according to the current position of the corresponding salesman and the position of the client to be visited;
and after the corresponding salespersons confirm the visits, the potential customer information is sent to the corresponding salesperson terminals.
6. The method of claim 6, wherein the sending the customer visit plan to the corresponding salesperson terminal according to the customer visit plan uploaded by the user and the region of jurisdiction of the salesperson further comprises:
and after the uploading authority of the user is verified, receiving client information uploaded by the user, wherein the client information at least comprises a client type, a client name, client sales information and a client geographic position.
7. The method of claim 1, wherein the sending the customer visit plan to the corresponding salesperson terminal according to the customer visit plan uploaded by the user and the region of jurisdiction of the salesperson further comprises:
and when the corresponding salespersons receive the customer visit plan, at least adding customer information, visit time and visit personnel in the customer visit plan to generate a visit task.
8. The method of claim 6, wherein sending the potential customer information to the corresponding salesperson terminal after the corresponding salesperson confirms the visit further comprises:
and displaying the potential customers on a map interface through the preset identification, performing weighted calculation on the potential customers according to the potential customer information, and performing sequencing display based on the value of the potential customers.
9. A terminal device comprising a memory, a processor and a computer program stored in the memory and executable on the processor, characterized in that the processor implements the functionality of the customer call management system as claimed in any one of claims 1 to 4 when executing the computer program.
10. A computer readable storage medium storing a computer program, wherein the computer program when executed by a processor implements the functionality of the customer call management system as claimed in any one of claims 1 to 4.
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| CN201910946038.0A CN110837917A (en) | 2019-10-01 | 2019-10-01 | Customer visit management system, method, terminal equipment and storage medium |
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| CN201910946038.0A CN110837917A (en) | 2019-10-01 | 2019-10-01 | Customer visit management system, method, terminal equipment and storage medium |
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| CN110837917A true CN110837917A (en) | 2020-02-25 |
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Cited By (9)
| Publication number | Priority date | Publication date | Assignee | Title |
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| CN111428901A (en) * | 2020-04-26 | 2020-07-17 | 合肥市大数据资产运营有限公司 | Visitor line planning system based on GIS |
| CN111541543A (en) * | 2020-03-18 | 2020-08-14 | 中国平安人寿保险股份有限公司 | Information verification method and device, computer equipment and storage medium |
| CN111666510A (en) * | 2020-06-30 | 2020-09-15 | 成都新潮传媒集团有限公司 | Statistical method and device for customer visit data |
| CN111815364A (en) * | 2020-07-14 | 2020-10-23 | 上海燕汐软件信息科技有限公司 | Express industry information processing method, device and system |
| CN112508601A (en) * | 2020-11-23 | 2021-03-16 | 陈占斌 | SFA (Small form factor analysis) management method and system for sales funnel |
| CN112835994A (en) * | 2021-02-01 | 2021-05-25 | 广州快批信息科技有限公司 | Sales data processing method and device |
| CN113657922A (en) * | 2021-07-16 | 2021-11-16 | 深圳价值在线信息科技股份有限公司 | Scheme planning method, planning device, terminal equipment and readable storage medium |
| CN116433245A (en) * | 2023-06-09 | 2023-07-14 | 南京掌控网络科技有限公司 | Customer visit plan generation method and system |
| CN117433557A (en) * | 2023-12-21 | 2024-01-23 | 青岛智简尚达信息科技有限公司 | Customer visit route planning and navigation method |
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| Publication number | Priority date | Publication date | Assignee | Title |
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| CN111541543A (en) * | 2020-03-18 | 2020-08-14 | 中国平安人寿保险股份有限公司 | Information verification method and device, computer equipment and storage medium |
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| CN113657922B (en) * | 2021-07-16 | 2023-12-15 | 深圳价值在线信息科技股份有限公司 | Scheme planning method, planning device, terminal equipment and readable storage medium |
| CN116433245A (en) * | 2023-06-09 | 2023-07-14 | 南京掌控网络科技有限公司 | Customer visit plan generation method and system |
| CN116433245B (en) * | 2023-06-09 | 2023-09-15 | 南京掌控网络科技有限公司 | Customer visit plan generation method and system |
| CN117433557A (en) * | 2023-12-21 | 2024-01-23 | 青岛智简尚达信息科技有限公司 | Customer visit route planning and navigation method |
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