CN111861360A

CN111861360A - Customer visit tracking big data analysis and management system

Info

Publication number: CN111861360A
Application number: CN202010065921.1A
Authority: CN
Inventors: 孙巍
Original assignee: Kainuo Qingdao New Building Material Co ltd
Current assignee: Kainuo Qingdao New Building Material Co ltd
Priority date: 2020-01-20
Filing date: 2020-01-20
Publication date: 2020-10-30

Abstract

The invention discloses a customer visit tracking big data analysis and management system in the technical field of customer relationship management, which comprises an administrator module with the highest management authority, a region manager module with secondary management authority and a common sales module with managed authority; the administrator module is used for carrying out account management on the area manager modules in all the partitions; the region manager module is used for managing accounts of all the common sales modules in the partition, the management order can be effectively improved by managing each salesperson in a layered and partitioned manner, the authenticity of the salesperson accounts is improved by logging in by using an account number password distributed by an enterprise, the working enthusiasm of the salesperson in a marketing environment with higher degree of freedom can be improved by positioning and checking the project owner through the location of the project, and the stable promotion of the project can be effectively improved by following up the management of the specified project.

Description

Customer visit tracking big data analysis and management system

Technical Field

The invention relates to the technical field of customer relationship management, in particular to a customer visit tracking big data analysis and management system.

Background

With the rapid development of mobile internet, cloud computing and big data technology, CRM has come into a new round of "spring" and has formed a competitive pattern in subdivided fields: SCRM, sales automation, customer service class, field management class.

Through the rapid development of mobile informatization, customer research of CRM enterprises of different categories and stages in recent years finds that: the user has higher satisfaction degree on the functions of partial products of the CRM, most of the product functions can meet the requirements of normal users, the product usability is better, the customer service communication is more, the product price is lower, and the deployment difficulty is lower. But the common defects are as follows: after-sale maintenance service is not good, and training service is common. And wherein, the biggest pain point lies in, can really accord with the full function CRM of enterprise's actual demand, needs the enterprise to carry out the flow according to the demand by oneself and rebuilds, develops partial module and function again to realize that the real CRM of enterprise covers entirely.

In China, the development of Customer Relationship Management (CRM) has the following defects:

(1) the enterprise that actually implements and uses CRM is only a few of the few industries

At present, enterprises using CRM mainly focus on economically developed and high-information-degree industries such as financial, telecommunication, securities and manufacturing industries in developed regions. While many enterprises, which claim to implement CRM already, actually implement only a certain functional module in CRM, do not actually implement and use CRM. In addition, software manufacturers cannot provide a solution that truly meets the requirements of enterprises, and is one of the reasons why the enterprises do not really implement and use CRM, so that the enterprises, especially small and medium-sized enterprises, cannot implement and use CRM.

Without actually implementing and using CRM, the benefits and advantages of CRM for enterprises are naturally unavailable.

(2) The enterprise has not really established the marketing concept taking the client as the center

In the enterprise that has implemented and used CRM, a considerable number of enterprise managers have insufficient knowledge of CRM, and they do not really understand the core theory of CRM and its marketing idea, that is, the enterprise must establish a customer-centered idea. For these businesses, CRM is implemented to bring more customers, more profits to the business, the concept in their mind is still product-centric rather than customer-centric, and their marketing concept is not changed by the implementation and use of CRM.

(3) Insufficient knowledge of CRM by enterprises and software producers

In the enterprises implementing the CRM, many enterprises consider the CRM as nothing, and have all the CRM, and the CRM can bring continuous customers and profits for the enterprises like myth, so that the marketing performance of the enterprises can be immediately increased and the enterprise competitiveness can be improved as long as the CRM is implemented and used. Because of this, many software manufacturers are invested in the development line of CRM, and hope to share the place in the CRM market. In 2001, enterprises entering the CRM field in three or more years are dramatically increased from three or five to more than 500 in China, and some software developers are not clear about the nature of CRM. However, when they face 2 hundred million RMB in China, the total income amount of CRM years is no more than anything. Most enterprises can only see the depletion of the capital and the final loss. Certainly, many enterprises are well-done, such as the joint interaction, TurboCRM, creating intelligence and the like are well-done professional manufacturers in China, and all the enterprises are well-done.

Based on the above, the invention designs a customer visit tracking big data analysis and management system to solve the above problems.

Disclosure of Invention

In order to solve the technical problems mentioned in the above technical background, the present invention aims to provide a customer visit tracking big data analysis and management system.

In order to achieve the purpose, the invention adopts the following technical scheme:

the customer visit tracking big data analysis and management system comprises an administrator module with the highest management authority, a region manager module with the secondary management authority and a common sales module with the managed authority;

the administrator module is used for carrying out account management on the area manager modules in all the partitions;

the region manager module is used for carrying out account management on all the common sales modules in the partition;

and the common sales module is used for managing the individual customers in the partition.

Preferably, the administrator module, the region manager module and the common sales module comprise corresponding account login modules;

and the account login module is used for inputting and logging in an account number and a password.

Preferably, the account login module includes a home page management module, and the home page management module includes a project management module for following projects and an attendance recording module for following corresponding projects.

Preferably, the project management module comprises a project editing module, a project deleting module, a dynamic information display module and a carousel map module;

the project editing module is used for editing project time, place, project setting information, region manager of a negative project and information of a common salesman for establishing customer relations;

the item deleting module is used for the administrator module to appoint and delete the corresponding item to be deleted;

the dynamic information display module is used for displaying the items in the whole network to follow up the dynamic information and the update information of the log and the weekly report;

and the carousel graph module is used for circularly displaying the latest data ranking information of the item sales assessment and the marketing promotion soft text information.

Preferably, the attendance recording module comprises a positioning card punching module, a log updating module and a weekly report updating module;

the positioning and card punching module is used for establishing a card punching operation on the appointed project within an appointed range according to the location information of the follow-up project;

the log updating module is used for editing the follow-up project log text information when the progress of the card-punching day is finished and sending the log text information to the dynamic information display module for updating;

And the weekly report updating module is used for editing the text information of the follow-up project weekly reports when the weekly process is finished and sending the weekly report text information to the dynamic information display module for updating.

Preferably, the project management module is also connected with a partner viewing module;

and the partner viewing module is used for browsing and viewing the follow-up condition of the specified project by the partner.

Compared with the prior art, the invention has the following beneficial effects: the invention can effectively improve the management order by managing each salesman in a layered and regional way, and can improve the authenticity of the salesman account by logging in by using the account number and the password distributed by enterprises, and can improve the working enthusiasm of the salesman in the marketing environment with higher degree of freedom by positioning and checking the project owners according to the location of the project, and can effectively improve the stable promotion of the project by following up the designated project.

Drawings

The invention is described in further detail below with reference to the following figures and detailed description:

FIG. 1 is a system architecture diagram of the present invention;

FIG. 2 is a system diagram of a project management module according to the present invention;

fig. 3 is a system diagram of the attendance recording module of the invention.

Detailed Description

The following description of the embodiments of the present invention is provided for illustrative purposes, and other advantages and effects of the present invention will become apparent to those skilled in the art from the present disclosure.

Please refer to fig. 1-3. The invention provides a technical scheme that: the customer visit tracking big data analysis and management system comprises an administrator module with the highest management authority, a region manager module with the secondary management authority and a common sales module with the managed authority;

It should be noted that the invention can perform account management in the form of APP, that is, the user account is divided into three categories, namely, an administrator account corresponding to the administrator module, a region manager account corresponding to the region manager module, and a common sales account corresponding to the common sales module. The three types of account numbers are all granted by related enterprises, and the background sets the authority. The administrator has the highest account authority, the regional manager has the second lowest common sales account, and the amounts of information read by accounts of different levels are different, so that the administrator can read client information, log information and weekly report information of all users. The regional manager can obtain the subordinate sales information of the regional manager, the sales can only read personal information, and when the manager inquires the client function, the manager can select related salesmen to check the related client information according to the responsibility field.

In a further implementation mode, the administrator module, the region manager module and the common sales module comprise account login modules corresponding to the administrator module, the region manager module and the common sales module;

the account login module is used for inputting and logging in an account number and a password;

by utilizing a mode of unopened autonomous registration and login only through an account number and a password, a user name and the password can be input in an input box, and login is clicked to enter a home page. In order to facilitate the user to log in next time, only the account needs to be clicked and remembered from the second time of logging in, and the account and the password do not need to be manually input. Click to login and directly enter the home page, so that the problem that the account is difficult to control due to random registration is avoided.

In a further embodiment, the account login module comprises a home page management module, and the home page management module comprises an item management module for following items and an attendance recording module for following corresponding items for attendance checking;

through attendance record module and project management module, can be convenient for the administrator in time to know the follow-up progress of relevant project to improve the work enthusiasm of sales force in the great environment of degree of freedom.

In a further embodiment, the project management module comprises a project editing module, a project deleting module, a dynamic information display module and a carousel map module;

the carousel graph module is used for circularly displaying the latest data ranking information of the item sales assessment and the marketing promotion soft text information;

it should be explained that, through the project deletion module that only opens to the administrator module, can prevent to sell the maloperation, lead to deleting important data, cause the loss of property to the company, set up the item through the project editing module, can be convenient for managers to know the progress condition of each project, through dynamic information display module, can be convenient for all people to know the progress condition of all projects, and through the carousel picture module, not only can improve the staff to the understanding of relevant project knowledge, and can be convenient for improve the enthusiasm through looking up the ranking condition at oneself place.

In a further embodiment, the attendance recording module comprises a positioning card punching module, a log updating module and a weekly report updating module;

the weekly report updating module is used for editing the text information of the follow-up project weekly reports when the weekly process is finished and sending the weekly report text information to the dynamic information display module for updating;

because the sales profession has high degree of freedom, different from the staff sitting in an office, the function of checking attendance is used for measuring the basic working attitude and the market, the position of the project can be positioned for punching the card, and when the card punching position is far away from the position of the project, the card punching work can not be realized, so that the salespersons can be ensured to be actively put into the work, and through the log, each superior supervisor of sales can clearly know what each specific work of each sales day is as a basis for judging the completion condition of the work of each sales day. The method is used for simultaneously transmitting and recording some important information discovered in the follow-up of a client, and in order to prevent a user from directly filling in the log without selecting a project, the user must select the project first to fill in the log, otherwise, a text box below the log is in an uneditable state, and a one-key restoration function can be provided to prevent the log content from being lost when the log is written. Writing the weekly report is an important function for leading the cultivation and the sale, and is a self-management behavior of the sale, so that a regional manager and an administrator can check the weekly report. The sales leaders can clearly understand the shortages and the strengths of the subordinates and think about the method to help them improve.

In a further implementation mode, the project management module is also connected with a partner viewing module;

the partner viewing module is used for browsing and viewing the follow-up condition of the appointed project by the partner;

the collection of the customer information obtained in each sales routine is a valuable customer resource of the enterprise. Similarly, for the enterprise partners, the interested projects can be selected, the registration is carried out to enable the projects to be implemented as soon as possible, and the visit time of each individual selling client can be calculated according to the sign-in time and the sign-out time. And judging the time length required by pushing the project on average for each sale through the project pushing state retention time. And measuring the level of concrete performance of a sales task and finding out the reason of poor performance, which is caused by the factors, so as to better help the sales growth.

It should be understood that the structures, ratios, sizes, and the like shown in the drawings and described in the specification are only used for matching with the disclosure of the specification, so as to be understood and read by those skilled in the art, and are not used to limit the conditions under which the present invention can be implemented, so that the present invention has no technical significance, and any structural modification, ratio relationship change, or size adjustment should still fall within the scope of the present invention without affecting the efficacy and the achievable purpose of the present invention. In addition, the terms "upper", "lower", "left", "right", "middle" and "one" used in the present specification are for clarity of description, and are not intended to limit the scope of the present invention, and the relative relationship between the terms and the terms is not to be construed as a scope of the present invention.

The foregoing embodiments are merely illustrative of the principles and utilities of the present invention and are not intended to limit the invention. Any person skilled in the art can modify or change the above-mentioned embodiments without departing from the spirit and scope of the present invention. Accordingly, it is intended that all equivalent modifications or changes which can be made by those skilled in the art without departing from the spirit and technical spirit of the present invention be covered by the claims of the present invention.

Claims

1. Customer visit tracking big data analysis and management system, its characterized in that: the system comprises an administrator module with the highest management authority, a region manager module with secondary management authority and a common sales module with managed authority;

2. The customer call tracking big data analysis and management system as claimed in claim 1, wherein: the administrator module, the region manager module and the common sales module comprise account login modules corresponding to the administrator module, the region manager module and the common sales module;

3. The customer call tracking big data analysis and management system as claimed in claim 2, wherein: the account login module comprises a home page management module, and the home page management module comprises a project management module for follow-up projects and an attendance recording module for follow-up attendance of corresponding projects.

4. The customer call tracking big data analysis and management system as claimed in claim 3, wherein: the project management module comprises a project editing module, a project deleting module, a dynamic information display module and a carousel image module;

5. The customer call tracking big data analysis and management system as claimed in claim 4, wherein: the attendance recording module comprises a positioning card punching module, a log updating module and a weekly report updating module;

6. The customer call tracking big data analysis and management system as claimed in claim 3, wherein: the project management module is also connected with a partner checking module;