CN112258209A - Intelligent grading and tracking system for clients - Google Patents
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Abstract
The invention discloses an intelligent customer grading and tracking system, which comprises an acquisition unit, a grading unit, a screening unit, a tracking unit and an analysis unit, wherein the system can effectively analyze the consumption of customers through on-line and off-line continuous information mining, is convenient for merchants to adapt to the current most vigorous marketing activities based on analysis data and by combining the marketing characteristics of the merchants, further fully exerts the information processing advantages to improve the quantity of the customers, can analyze the information during information processing, and can perform statistical tabulation and comparison on the data through a statistical module, an icon generation module and a comparison module to realize convenient analysis on the information required to be acquired by the customers, can effectively improve the management efficiency, and can avoid unordered management caused by comprehensive data confusion, The management is not legal and the management cost is increased.
Description
Technical Field
The invention belongs to the technical field related to information technology, and particularly relates to a customer intelligent grading and tracking system.
Background
In the market, a large number of software systems aiming at the catering operation management mode are already appeared, and are mainly and intensively applied to a man-machine interaction system for ordering/ordering, a takeout system for distributing orders online and offline, an evaluation system for dishes/services and the like at present.
The existing customer grading and tracking system technology has the following problems:
1. the main data source of the existing system is still based on manual filling, the realized functions of the existing system are remained on the traditional order distribution, ordering service and consumer evaluation, and the traditional functions are realized by human-computer interaction, so that the advantages brought by a software system cannot be fully embodied.
2. The existing system can not solve the marketing problem faced by the catering industry, namely, in the catering competition with high saturation, the system can not carry out the market analysis of classification according to the market information, and further causes that the commercial tenant is difficult to adapt to the corresponding marketing policy according to the market change.
Disclosure of Invention
The present invention is directed to a customer intelligent ranking and tracking system, which solves the above problems.
In order to achieve the purpose, the invention provides the following technical scheme:
a customer intelligent grading and tracking system comprises a collecting unit, a grading unit, a screening unit, a tracking unit and an analyzing unit.
Preferably, the subdivision module of the acquisition unit in the customer intelligent grading and tracking system is as follows:
a classification module: classifying each consumer according to a set label, and recording the classified consumers as L1 and L2.. Ln, and storing the collected data according to different clients as K1 and K2... Kn;
a first storage module: and storing the collected data and the classification data.
Preferably, the subdivision module of the grading unit in the customer intelligent grading and tracking system is as follows:
a scoring module: setting a grading standard;
a calculation module: calculating each customer Kn score in the first storage module by the combination scoring module, and grading the customers;
a grading module: and (3) corresponding the Kn in the scoring module to a series according to a set section, calling the client Kn, and modifying or adding a label A, B, C or a good difference.
Preferably, the subdivision module of the screening unit in the customer intelligent grading and tracking system is as follows:
the retrieval module: extracting data in the first storage module, and searching out the clients M meeting the set conditions of all or any number of the clients M;
a pushing module: and pushing the client M to the client of the specified user, and pushing the intelligent screening result of the client to the specified user.
Preferably, the subdivision module of the tracking unit in the customer intelligent grading and tracking system is as follows:
an editing module: calling appointed customer data Kn, and editing and defining information and labels on the data;
setting a module: calling the processed data Ln, Kn or M, setting instructions such as communication, short messages or records, and the like, and setting a timing execution instruction or an instruction to execute or select a client to execute;
a second storage module: and recording the conditions of editing and executing the instructions, wherein the conditions can be specifically set to times, frequency and time so as to monitor the tracking condition of the marketer.
Preferably, the subdivision module of the analysis unit in the customer intelligent grading and tracking system is as follows:
a statistic module: the statistical module is used for calling all data and searching and counting the set conditions of consumption times, income, time and the like;
an icon generation module: generating a table according to the retrieval counting result of the statistical module according to the set XY axis;
a comparison module: changes affect factors such as ring ratio, same ratio, fixed ratio, etc. in the chart generation module.
Compared with the prior art, the invention provides an intelligent client grading and tracking system, which has the following beneficial effects:
the invention carries out intelligent grading and tracking treatment after grading on consumers based on the acquisition unit, the grading unit, the screening unit, the tracking unit and the analysis unit, the system can effectively analyze the consumption needs of the consumers through continuous information mining on line and off line, the merchant can adapt to the current most vigorous marketing activity based on the analysis data and by combining the marketing characteristics of the merchant, thereby fully exerting the advantages of information processing to increase the number of consumers, and simultaneously the system can process information, the information is analyzed, the data can be subjected to statistical tabulation and comparison through the statistical module, the icon generation module and the comparison module so as to realize the convenient analysis of the information required to be acquired by the client, the management efficiency can be effectively improved, and the problems of no management sequence, no management rule and increased management cost caused by comprehensive data chaos can be avoided.
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The accompanying drawings, which are included to provide a further understanding of the invention and are incorporated in and constitute a part of this specification, illustrate embodiments of the invention and together with the description serve to explain the principles of the invention without limiting the invention in which:
FIG. 1 is a schematic diagram of the overall layout of a customer intelligent rating and tracking system 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, the present invention provides a technical solution for a customer intelligent rating and tracking system:
a customer intelligent grading and tracking system comprises an acquisition unit, wherein the acquisition unit comprises a classification module and a first storage module, data is acquired through multiple data sources (filling data, real-time data and transferring data), each customer is classified by the classification module according to set labels (such as the customer belongs to a marketer, a business customer, a stored-value customer, a family party customer, a high-frequency customer, a local place, a vehicle or a vehicle, whether children exist or not, service preferences and the like) and is recorded as L1 and L2.
An intelligent grading and tracking system for client is composed of a grading unit with grading module for setting up the grading standard, a calculating module for calculating the score of each client Kn in the first storage module to realize the grading of client, and a grading module for assigning the Kn in the grading module to a grade according to a predefined segment, calling the client Kn and modifying or adding label A, B, C or excellent difference (RFM grading method is used as the optimal embodiment, R is the score of consumption time in predefined period, and F is the score of consumption time close to given date, such as Ra score in the first 20%, Rb score in the first 20-50% and Rc score in the first 50-100%, F is the score of consumption times in the first 20%, Fa score in the first 20%, B score in the second 20%, and D is the score in the second 100%, Obtaining Fb score when the ratio is 20% -50% and Fc score when the ratio is 50% -100%; m: according to the set consumption amount, the consumption is higher than the consumption of the former 20% of all customers to obtain Ma score, 20% -50% to obtain Mb score and 50% -100% to obtain Mc score, the grade is set according to the condition that the sum of R + M + F is in a set interval, 0% -2% of the grade is A grade, 20% -50% of the grade is B grade and 50% -100% of the grade is C grade.
A customer intelligent grading and tracking system comprises a screening unit, wherein the screening unit comprises a retrieval module and a pushing module, the retrieval module is used for extracting data in a first storage module and can retrieve customers M meeting all or any number or one of conditions set to be met, and the pushing module is used for pushing the customers M to a client of an appointed user so as to push the intelligent screening results of the customers to the appointed user.
A customer intelligent grading and tracking system comprises a tracking unit, wherein the tracking unit comprises an editing module and a setting module, the editing module is used for calling specified customer data Kn and editing and defining information and labels on the data, the setting module is used for calling processed data Ln, Kn or M and setting instructions such as communication, short messages or records, and can set a timing execution instruction or an alternative instruction execution or customer execution selection to realize updating and marketing tracking of customer information, the tracking unit also comprises a second storage module which is used for recording conditions of editing and executing instructions, specifically setting times, frequency, time and types, monitoring the tracking condition of marketing personnel, setting threshold values of corresponding parameters, and notifying service personnel to follow up after triggering. (e.g., triggered after a consumption frequency R of greater than 15 days, when the service person is notified to follow up the reason why the customer has not consumed for a long time). In addition, the tracking system judges whether follow-up is effective or not by judging the relationship between follow-up records (call or WeChat records) of business personnel and clients and client consumption parameters (R \ F \ M), so that the follow-up effect is judged. (for example, if the customer has a new consumption record 3 days after the business person contacts the customer, the follow-up can be determined to be a valid follow-up).
The utility model provides a customer intelligence is hierarchical and tracker, including the analysis unit, the analysis unit contains statistics module, icon generation module and comparison module, statistics module is used for retrieving all data, and retrieve and count condition such as the number of times of will set up consumption, income, time, the icon generation module is used for the retrieval counting result of statistics module according to the XY axle of setting for form, the comparison module is used for changing factors such as ring ratio, concordance, scaling in influencing the chart generation module, the factor can be set for, three kinds of modules are realized based on the variable or fixed algorithm of setting for three kinds of modules, the analysis unit is used for making statistics tabulation and comparison to data to realize that the customer carries out the convenient analysis to the information that needs to obtain.
The working principle and the using process of the invention are as follows: classifying each consumer according to a set label, recording as L1, L2.. Ln, storing the collected data according to different customers, recording as K1, K2... Kn, calculating based on the score of each customer Kn in a first storage module, realizing the grading of the customers, simultaneously retrieving the customer M meeting the setting of reaching all or any number or one condition based on the data in the first storage module, pushing the customer M to the client of a specified user, pushing the intelligent screening result of the customer to the specified user, calling the specified customer data Kn, editing and defining the data and the label, executing instructions or an alternative instruction at regular time or selecting the customer to execute, and the like by adopting the setting module, so as to update and track the information of the customer, then adopting an analysis unit, and carrying out statistics tabulation and comparison on the data based on a statistic module, an icon generation module and a comparison module in the analysis unit so as to realize convenient analysis on the information required to be acquired by the client.
Although embodiments of the present invention have been shown and described, it will be appreciated by those skilled in the art that changes, modifications, substitutions and alterations can be made in these embodiments without departing from the principles and spirit of the invention, the scope of which is defined in the appended claims and their equivalents.
Claims (5)
1. A customer intelligent grading and tracking system is characterized in that: the intelligent client grading and tracking system comprises a collecting unit, a grading unit, a screening unit, a tracking unit and an analyzing unit, wherein the subdividing module of the collecting unit in the intelligent client grading and tracking system is as follows:
a classification module: classifying each consumer according to a set label, and recording the classified consumers as L1 and L2.. Ln, and storing the collected data according to different clients as K1 and K2... Kn;
a first storage module: and storing the collected data and the classification data.
2. The customer intelligence rating and tracking system of claim 1, wherein: the subdivision module of the grading unit in the customer intelligent grading and tracking system is as follows:
a scoring module: setting a grading standard;
a calculation module: calculating each customer Kn score in the first storage module by the combination scoring module, and grading the customers;
a grading module: the Kn in the scoring module corresponds to a series according to a set segment, the client Kn is called, and a label A, B, C or a good difference is modified or added, and a label which can be edited by self-definition is further arranged, wherein the label is self-defined by service personnel, and the label can be defined by self-setting parameters according to a consumption cycle R, a consumption frequency F and a consumption amount M, for example, the label can be defined according to the following logic in the consumption cycle R;
marking a party label on a time node of R +1 year after the full-moon liquor consumption of the client;
or the customers with the consumption period R as wedding feast are marked as wedding commemorative days in R +365 days;
such logic can be self-defined to mark the corresponding tag.
3. The customer intelligence rating and tracking system of claim 1, wherein: the subdivision module of the screening unit in the customer intelligent grading and tracking system is as follows:
the retrieval module: extracting data in the first storage module, and searching out the clients M meeting the set conditions of all or any number of the clients M;
a pushing module: and pushing the client M to the client of the specified user, and pushing the intelligent screening result of the client to the specified user.
4. The customer intelligence rating and tracking system of claim 1, wherein: the subdivision module of the tracking unit in the customer intelligent grading and tracking system is as follows:
an editing module: calling appointed customer data Kn, and editing and defining information and labels on the data;
setting a module: calling the processed data Ln, Kn or M, setting instructions such as communication, short messages or records, and the like, and setting a timing execution instruction or an instruction to execute or select a client to execute;
a second storage module: and recording the conditions of editing and executing the instructions, wherein the conditions can be specifically set to times, frequency and time so as to monitor the tracking condition of the marketer.
5. The customer intelligence rating and tracking system of claim 1, wherein: the subdivision module of the analysis unit in the customer intelligent grading and tracking system is as follows:
a statistic module: the statistical module is used for calling all data and searching and counting the set conditions of consumption times, income, time and the like;
an icon generation module: generating a table according to the retrieval counting result of the statistical module according to the set XY axis;
a comparison module: changes affect factors such as ring ratio, same ratio, fixed ratio, etc. in the chart generation module.
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Cited By (1)
| Publication number | Priority date | Publication date | Assignee | Title |
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| CN113610413A (en) * | 2021-08-13 | 2021-11-05 | 北京点趣教育科技有限公司 | Automatic client resource allocation system and method |
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| CN110264238A (en) * | 2019-05-09 | 2019-09-20 | 浙江华坤道威数据科技有限公司 | A kind of visualization marketing management system based on big data |
| CN110503453A (en) * | 2019-07-05 | 2019-11-26 | 平安银行股份有限公司 | Customer-action analysis method, apparatus, computer equipment and storage medium |
| CN111143673A (en) * | 2019-12-19 | 2020-05-12 | 上海云角信息技术有限公司 | Method and system for multi-channel customer information processing and automatic marketing |
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- 2020-09-01 CN CN202010902788.0A patent/CN112258209A/en active Pending
Patent Citations (4)
| Publication number | Priority date | Publication date | Assignee | Title |
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| CN107423385A (en) * | 2017-07-19 | 2017-12-01 | 安徽拓通信科技集团股份有限公司 | User's deep layer label method for digging based on big data |
| CN110264238A (en) * | 2019-05-09 | 2019-09-20 | 浙江华坤道威数据科技有限公司 | A kind of visualization marketing management system based on big data |
| CN110503453A (en) * | 2019-07-05 | 2019-11-26 | 平安银行股份有限公司 | Customer-action analysis method, apparatus, computer equipment and storage medium |
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