CN112131219A - Customer maintenance management method and system - Google Patents
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Abstract
The invention provides a customer maintenance management method and a system, comprising the following steps: the client information maintenance module is used for receiving client data based on the data interface, processing the client data and generating client information; the data report generating module is used for acquiring order information and registration authentication information in real time, generating a daily transaction information table based on the order information and generating a monthly account opening record table based on the registration authentication information and client information corresponding to the registration authentication information; the client automatic allocation module is used for automatically allocating newly registered clients to certain client personnel based on a polling (polling + blacklisting) mode so as to perform subsequent tracking and service; and the customer service staff follow-up module is used for receiving follow-up information input by the customer service staff and storing the follow-up information and the corresponding customer information. Various transaction indexes and account opening conditions recorded based on the method and the system are convenient to watch, and corresponding reports can be counted by taking days and months as units, so that customer maintenance personnel can watch customer information visually, screen related customers and pay key attention.
Description
Technical Field
The invention relates to the related technology in the field of customer maintenance, in particular to a customer maintenance management method and a customer maintenance management system.
Background
The customer maintenance department (customer service department) is an important department that provides various services such as consultation, registration, authentication, ordering, transaction, and the like to members of a company. In the bill service industry, no mature and complete software system provides support for the customer maintenance department in the industry, most of the software systems are based on scattered customer basic information management modules and manual reports, and data is not easy to store and is easy to lose.
Disclosure of Invention
The embodiment of the invention provides a customer maintenance management method and a customer maintenance management system, which can be used for electronically storing and maintaining customer information, and have the advantages of easy data storage and no loss.
In a first aspect of the embodiments of the present invention, a method for maintaining and managing a client is provided, including:
receiving client data based on a data interface, and processing the client data to generate client information;
acquiring order information and registration authentication information in real time, generating a daily transaction information table based on the order information and client information corresponding to the order information, and generating a monthly account opening record table based on the registration authentication information and the client information corresponding to the registration authentication information;
distributing the customer information to one or more customer service personnel based on the daily maturity and transaction information table and the monthly account opening record table;
receiving follow-up information input by the customer maintenance personnel and storing the follow-up information and the corresponding customer information.
Optionally, in a possible implementation manner of the first aspect, the receiving client data through a data interface, and the processing the client data to generate the client information includes:
calling a client main data interface to obtain client data;
and modifying the customer data to generate customer information, wherein the modified customer information has associated customer information and source channel information corresponding to the customer information.
Optionally, in a possible implementation manner of the first aspect, the obtaining, in real time, order information and registration authentication information, and generating a daily transaction information table based on the order information and client information corresponding to the order information includes:
acquiring order information through an ElasticSearch;
refreshing a daily deal information table of each customer based on the order information of the current credit deal, wherein the daily deal information table comprises the order information of the current deal;
acquiring information such as client registration and authentication passing through an elastic search;
and refreshing the monthly account opening record table of each customer service staff by using the newly registered or newly authenticated information.
Optionally, in a possible implementation manner of the first aspect, after the refreshing the monthly account record table of each customer service person with newly registered or newly authenticated information, the method further includes:
and summarizing the daily transaction information table and the monthly account opening record table to generate statistical billboard information.
Optionally, in a possible implementation manner of the first aspect, automatically allocating a newly registered customer to a customer service person based on any one or more combinations of polling and blacklisting includes:
judging channel information in customer information in a monthly account opening record table, wherein the channel information in the customer information is preset;
judging whether the customer is a channel customer or not based on channel information in the customer information;
if the customer is a channel customer, distributing the customer to customer service staff according to a preset first distribution rule;
and if the customer is a non-channel customer, distributing the customer to customer service staff according to a second preset distribution rule.
In a second aspect of the embodiments of the present invention, a customer maintenance management system is provided, including:
the client information maintenance module is used for receiving client data based on the data interface, processing the client data and generating client information;
the data report generating module is used for acquiring order information and registration authentication information in real time, generating a daily transaction information table based on the order information and the client information corresponding to the order information, and generating a monthly account opening record table based on the registration authentication information and the client information corresponding to the registration authentication information;
the automatic client distributing module is used for distributing client information to one or more client dimension personnel based on the daily maturity and transaction information table and the monthly account opening record table;
and the customer service staff follow-up module is used for receiving follow-up information input by the customer service staff and storing the follow-up information and the corresponding customer information.
Optionally, in a possible implementation manner of the second aspect, the receiving client data through the data interface, and the processing the client data to generate the client information includes:
calling a client main data interface to obtain client data;
and modifying the customer data to generate customer information, wherein the modified customer information has associated customer information and source channel information corresponding to the customer information.
Optionally, in a possible implementation manner of the second aspect, the obtaining, in real time, order information and registration authentication information, and generating a daily transaction information table based on the order information and client information corresponding to the order information includes:
acquiring order information through an ElasticSearch;
refreshing a daily deal information table of each customer based on the order information of the current credit deal, wherein the daily deal information table comprises the order information of the current deal;
acquiring information such as client registration and authentication passing through an elastic search;
and refreshing the monthly account opening record table of each customer service staff by using the newly registered or newly authenticated information.
Optionally, in a possible implementation manner of the second aspect, after the refreshing the monthly account record table of each customer service person with newly registered or newly authenticated information, the method further includes:
and summarizing the daily transaction information table and the monthly account opening record table to generate statistical billboard information.
In a third aspect of the embodiments of the present invention, a readable storage medium is provided, in which a computer program is stored, which, when being executed by a processor, is adapted to carry out the method according to the first aspect of the present invention and various possible designs of the first aspect of the present invention.
The invention provides a customer maintenance management method and a customer maintenance management system. The client information can be electronically stored and maintained, and the data is easy to store and cannot be lost. Various transaction indexes and account opening conditions recorded based on the method are convenient to watch, and corresponding reports can be counted by taking days and months as units, so that customer maintenance personnel can watch customer information visually, screen related customers and pay key attention. And the newly registered customer can be automatically distributed to each customer service staff, and the customer service staff can fill in and inquire the follow-up condition of the customer.
Drawings
FIG. 1 is a flow chart of a first embodiment of a customer maintenance management method;
FIG. 2 is a flow chart of a second embodiment of a customer maintenance management method;
FIG. 3 is a flow chart of a third embodiment of a customer maintenance management method;
FIG. 4 is a flow chart of a fourth embodiment of a customer maintenance management method;
FIG. 5 is a flow chart of a fifth embodiment of a customer maintenance management method;
fig. 6 is a block diagram of a sixth embodiment of a customer care management system.
Detailed Description
In order to make the objects, technical solutions and advantages of the embodiments of the present invention clearer, 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.
The terms "first," "second," "third," "fourth," and the like in the description and in the claims, as well as in the drawings, if any, are used for distinguishing between similar elements and not necessarily for describing a particular sequential or chronological order. It is to be understood that the data so used is interchangeable under appropriate circumstances such that the embodiments of the invention described herein are capable of operation in sequences other than those illustrated or described herein.
It should be understood that, in various embodiments of the present invention, the sequence numbers of the processes do not mean the execution sequence, and the execution sequence of the processes should be determined by the functions and the internal logic of the processes, and should not constitute any limitation on the implementation process of the embodiments of the present invention.
It should be understood that in the present application, "comprising" and "having" and any variations thereof, are intended to cover a non-exclusive inclusion, such that a process, method, system, article, or apparatus that comprises a list of steps or elements is not necessarily limited to those steps or elements expressly listed, but may include other steps or elements not expressly listed or inherent to such process, method, article, or apparatus.
It should be understood that, in the present invention, "a plurality" means two or more. "and/or" is merely an association describing an associated object, meaning that three relationships may exist, for example, and/or B, may mean: a exists alone, A and B exist simultaneously, and B exists alone. The character "/" generally indicates that the former and latter associated objects are in an "or" relationship. "comprises A, B and C" and "comprises A, B, C" means that all three of A, B, C comprise, "comprises A, B or C" means that one of A, B, C comprises, "comprises A, B and/or C" means that any 1 or any 2 or 3 of A, B, C comprises.
It should be understood that in the present invention, "B corresponding to a", "a corresponds to B", or "B corresponds to a" means that B is associated with a, and B can be determined from a. Determining B from a does not mean determining B from a alone, but may be determined from a and/or other information. And the matching of A and B means that the similarity of A and B is greater than or equal to a preset threshold value.
As used herein, "if" may be interpreted as "at … …" or "when … …" or "in response to a determination" or "in response to a detection", depending on the context.
The technical solution of the present invention will be described in detail below with specific examples. The following several specific embodiments may be combined with each other, and details of the same or similar concepts or processes may not be repeated in some embodiments.
The invention provides a customer maintenance management method, as shown in fig. 1, comprising:
step S10, receiving the client data based on the data interface, processing the client data, and generating the client information.
In step S10, the method includes:
s101, calling a client main data interface to acquire client data;
and S102, modifying the customer data to generate customer information, wherein the modified customer information has associated customer information and source channel information corresponding to the customer information.
And step S20, acquiring order information and registration authentication information in real time, generating a daily transaction information table based on the order information and the corresponding customer information, and generating a monthly account opening record table based on the registration authentication information and the corresponding customer information.
In this embodiment, as shown in fig. 2, after the client main data interface is invoked, the client data is acquired, the customer service personnel modifies the basic data of the client to generate client information, and the customer service personnel modifies information of the client, such as the associated client and the source channel. Through the mode, simple maintenance, statistics and adjustment of the client are performed.
In step S20, the method includes:
step S201, obtaining order information through an elastic search;
step S202, refreshing a daily transaction information table of each customer based on order information of current credit transaction, wherein the daily transaction information table comprises the order information of the current transaction;
step S203, acquiring information such as client registration and authentication passing through the ElasticSearch;
and step S204, refreshing the monthly account opening record table of each customer service person by using the newly registered or newly authenticated information.
Further, the daily deal information table and the monthly account opening record table are summarized to generate statistical billboard information.
In the present embodiment, as shown in fig. 3, the daily deal information table and the current month account opening record table are generated by two parallel steps. And after obtaining the order information through the ElasticSearch, refreshing the daily transaction information table of each merchant by using the information of the new transaction order. After information such as client registration, authentication and the like is obtained through the elastic search, the information of new registration or new authentication is used for refreshing an account opening record table of each client. Then, the bulletin board information is summarized and counted through the daily deal information table and the account opening record table in the current month. And finally summarizing statistical daily and monthly report information.
And step S30, distributing the customer information to one or more customer service personnel based on the daily maturity information table and the monthly account opening record table.
In one embodiment, the step of distributing the customer information to one or more customer service personnel based on the daily maturity information table and the monthly account opening record table comprises automatically allocating the newly registered customer to a certain customer service personnel based on any one or more of polling or blacklisting.
In step S30, the method includes:
step S301, judging channel information in customer information in a monthly account opening record table, wherein the channel information in the customer information is preset;
step S302, judging whether the customer is a channel customer or not based on the channel information in the customer information;
step S303, if the customer is a channel customer, distributing the customer to customer service staff according to a preset first distribution rule;
and step S304, if the customer is a non-channel customer, distributing the customer to customer service staff according to a second preset distribution rule.
In the present embodiment, as shown in fig. 4, information of new user registration is first acquired, whether the information is from a channel is determined, and if the information is from a channel, the information is sequentially distributed among the individual persons in the channel management unit according to a first preset distribution rule. And if not, distributing the customer service staff according to a second preset distribution rule. And the second preset allocation rule comprises the steps of sequentially allocating a certain customer dimension personnel in each customer dimension group, judging whether the authentication is finished within T days, and if the authentication is not finished, adopting a re-allocation mechanism to carry out the authentication again. If the authentication is completed, recording the converter, judging whether the first order transaction is completed within M days according to the judgment, if the first order transaction is not completed, adopting a redistribution mechanism to judge the completion of the first order transaction again, and if the first order transaction is completed within M days, ending the process.
And step S40, receiving the follow-up information input by the customer service staff and storing the follow-up information and the corresponding customer information.
In this embodiment, as shown in FIG. 5, the customer firstly queries the qualified users. Then the customer service clicks a follow-up record button, and the customer service selects a communication channel: telephone, WeChat, mail, etc. The guest dimension records follow up with the summary information later. And finally, inquiring the customer dimension basis record according to the information such as time, state and the like.
The client information can be electronically stored and maintained, and the data is easy to store and cannot be lost. Various transaction indexes and account opening conditions recorded based on the method are convenient to watch, and corresponding reports can be counted by taking days and months as units, so that customer maintenance personnel can watch customer information visually, screen related customers and pay key attention. And the newly registered customer can be automatically distributed to each customer service staff, and the customer service staff can fill in and inquire the follow-up condition of the customer.
A further embodiment of the present invention further provides a customer maintenance management system, as shown in fig. 6, including:
the client information maintenance module is used for receiving client data based on the data interface, processing the client data and generating client information;
the data report generating module is used for acquiring order information and registration authentication information in real time, generating a daily transaction information table based on the order information and the client information corresponding to the order information, and generating a monthly account opening record table based on the registration authentication information and the client information corresponding to the registration authentication information;
the automatic client distributing module is used for distributing client information to one or more client dimension personnel based on the daily maturity and transaction information table and the monthly account opening record table;
and the customer service staff follow-up module is used for receiving follow-up information input by the customer service staff and storing the follow-up information and the corresponding customer information.
Optionally, in a possible implementation manner of the second aspect, the receiving client data through the data interface, and the processing the client data to generate the client information includes:
calling a client main data interface to obtain client data;
and modifying the customer data to generate customer information, wherein the modified customer information has associated customer information and source channel information corresponding to the customer information.
Optionally, in a possible implementation manner of the second aspect, the obtaining, in real time, order information and registration authentication information, and generating a daily transaction information table based on the order information and client information corresponding to the order information includes:
acquiring order information through an ElasticSearch;
refreshing a daily deal information table of each customer based on the order information of the current credit deal, wherein the daily deal information table comprises the order information of the current deal;
acquiring information such as client registration and authentication passing through an elastic search;
and refreshing the monthly account opening record table of each customer service staff by using the newly registered or newly authenticated information.
Optionally, in a possible implementation manner of the second aspect, after the refreshing the monthly account record table of each customer service person with newly registered or newly authenticated information, the method further includes:
and summarizing the daily transaction information table and the monthly account opening record table to generate statistical billboard information.
The readable storage medium may be a computer storage medium or a communication medium. Communication media includes any medium that facilitates transfer of a computer program from one place to another. Computer storage media may be any available media that can be accessed by a general purpose or special purpose computer. For example, a readable storage medium is coupled to the processor such that the processor can read information from, and write information to, the readable storage medium. Of course, the readable storage medium may also be an integral part of the processor. The processor and the readable storage medium may reside in an Application Specific Integrated Circuits (ASIC). Additionally, the ASIC may reside in user equipment. Of course, the processor and the readable storage medium may also reside as discrete components in a communication device. The readable storage medium may be a read-only memory (ROM), a random-access memory (RAM), a CD-ROM, a magnetic tape, a floppy disk, an optical data storage device, and the like.
The present invention also provides a program product comprising execution instructions stored in a readable storage medium. The at least one processor of the device may read the execution instructions from the readable storage medium, and the execution of the execution instructions by the at least one processor causes the device to implement the methods provided by the various embodiments described above.
In the above embodiments of the terminal or the server, it should be understood that the Processor may be a Central Processing Unit (CPU), other general-purpose processors, a Digital Signal Processor (DSP), an Application Specific Integrated Circuit (ASIC), etc. A general purpose processor may be a microprocessor or the processor may be any conventional processor or the like. The steps of a method disclosed in connection with the present invention may be embodied directly in a hardware processor, or in a combination of the hardware and software modules within the processor.
Finally, it should be noted that: the above embodiments are only used to illustrate the technical solution of the present invention, and not to limit the same; while the invention has been described in detail and with reference to the foregoing embodiments, it will be understood by those skilled in the art that: the technical solutions described in the foregoing embodiments may still be modified, or some or all of the technical features may be equivalently replaced; and the modifications or the substitutions do not make the essence of the corresponding technical solutions depart from the scope of the technical solutions of the embodiments of the present invention.
Claims (10)
1. A customer maintenance management method, comprising:
receiving client data based on a data interface, and processing the client data to generate client information;
acquiring order information and registration authentication information in real time, generating a daily transaction information table based on the order information and client information corresponding to the order information, and generating a monthly account opening record table based on the registration authentication information and the client information corresponding to the registration authentication information;
distributing the customer information to one or more customer service personnel based on the daily maturity and transaction information table and the monthly account opening record table;
receiving follow-up information input by the customer maintenance personnel and storing the follow-up information and the corresponding customer information.
2. The customer maintenance management method according to claim 1,
receiving client data through a data interface, and generating client information after processing the client data comprises:
calling a client main data interface to obtain client data;
and modifying the customer data to generate customer information, wherein the modified customer information has associated customer information and source channel information corresponding to the customer information.
3. The customer maintenance management method according to claim 1,
the step of acquiring order information and registration authentication information in real time, and generating a daily transaction information table based on the order information and the client information corresponding to the order information comprises the following steps:
acquiring order information through an ElasticSearch;
refreshing a daily deal information table of each customer based on the order information of the current credit deal, wherein the daily deal information table comprises the order information of the current deal;
acquiring information such as client registration and authentication passing through an elastic search;
and refreshing the monthly account opening record table of each customer service staff by using the newly registered or newly authenticated information.
4. The customer maintenance management method according to claim 3,
after the updating the monthly account opening record table of each customer service person by using the newly registered or newly authenticated information, the method further comprises the following steps:
and summarizing the daily transaction information table and the monthly account opening record table to generate statistical billboard information.
5. The customer maintenance management method according to claim 1, further comprising:
automatically allocating the newly registered customer to a customer service person based on any one or more of polling and blacklisting includes:
judging channel information in customer information in a monthly account opening record table, wherein the channel information in the customer information is preset;
judging whether the customer is a channel customer or not based on channel information in the customer information;
if the customer is a channel customer, distributing the customer to customer service staff according to a preset first distribution rule;
and if the customer is a non-channel customer, distributing the customer to customer service staff according to a second preset distribution rule.
6. A customer maintenance management system, comprising:
the client information maintenance module is used for receiving client data based on the data interface, processing the client data and generating client information;
the data report generating module is used for acquiring order information and registration authentication information in real time, generating a daily transaction information table based on the order information and the client information corresponding to the order information, and generating a monthly account opening record table based on the registration authentication information and the client information corresponding to the registration authentication information;
the automatic client distributing module is used for distributing client information to one or more client dimension personnel based on the daily maturity and transaction information table and the monthly account opening record table;
and the customer service staff follow-up module is used for receiving follow-up information input by the customer service staff and storing the follow-up information and the corresponding customer information.
7. The customer maintenance management system according to claim 6,
receiving client data through a data interface, and generating client information after processing the client data comprises:
calling a client main data interface to obtain client data;
and modifying the customer data to generate customer information, wherein the modified customer information has associated customer information and source channel information corresponding to the customer information.
8. The customer maintenance management system according to claim 6,
the step of acquiring order information and registration authentication information in real time, and generating a daily transaction information table based on the order information and the client information corresponding to the order information comprises the following steps:
acquiring order information through an ElasticSearch;
refreshing a daily deal information table of each customer based on the order information of the current credit deal, wherein the daily deal information table comprises the order information of the current deal;
acquiring information such as client registration and authentication passing through an elastic search;
and refreshing the monthly account opening record table of each customer service staff by using the newly registered or newly authenticated information.
9. The customer maintenance management system according to claim 6,
after the updating the monthly account opening record table of each customer service person by using the newly registered or newly authenticated information, the method further comprises the following steps:
and summarizing the daily transaction information table and the monthly account opening record table to generate statistical billboard information.
10. A readable storage medium, in which a computer program is stored which, when being executed by a processor, is adapted to carry out the method of any one of claims 1 to 5.
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CN114022255A (en) * | 2022-01-06 | 2022-02-08 | 江苏银承网络科技股份有限公司 | Bill order processing method, device, equipment and storage medium |
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