CN113988927A - Business opportunity factor missing reminding method and system, electronic equipment and storage medium - Google Patents
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Abstract
The invention provides a business opportunity factor missing reminding method, a business opportunity factor missing reminding system, electronic equipment and a storage medium, wherein the method comprises the following steps of filtering business opportunity data, filtering the business opportunity data according to preset rules in a CRM system, and adding the business opportunity data to be perfected obtained by filtering to a list; a reminding sequence preparation step, namely asynchronously writing the business opportunity data to be perfected in the list into a message middleware by using a thread pool to prepare a reminding sequence of the message to be pushed so as to obtain a message queue; and a reminding data pushing step, namely processing the data in the message queue by using the consumption end of the message middleware, generating a reminding message according to the processed data, and pushing the reminding message to a person to be processed in the CRM system. The method and the device solve the problems of poor real-time performance, resource waste and burden increase of the existing method.
Description
Technical Field
The invention belongs to the technical field of CRM systems, and particularly relates to a business opportunity factor missing reminding method and system, electronic equipment and a storage medium.
Background
Under the internet big data environment, the functions of the enterprise-level service system are more and more complex, the use of the customer relationship management system by marketing personnel is more and more complicated, and particularly the business-to-opportunity conversion stage is more complex. Business opportunities, which refer to business opportunities, represent highly collaborative clients, with a high probability of contracting. The business factors are also the important factor in the whole business life cycle. In the business opportunity stage, for complicated marketing scenes, business opportunity element loss is easy to cause, the success rate of the whole business opportunity conversion is influenced, and the problems that the business opportunity conversion is prompted to the business opportunity element loss in the business opportunity conversion, the success rate of the business opportunity conversion is improved and the like are solved. The invention aims to help the salesman to supplement missing and missing business opportunity elements and to help the statistics of the completion rate of the business opportunity elements through the message reminding of a software system, thereby achieving the complete closed-loop operation of the business opportunity stage.
In the prior art, a timing task is started through a background, and business opportunity factors are missed by timing scanning, but the method has the following defects:
1. the real-time performance is poor, and the scanning of the missing items of the business opportunity factors has time difference, so that the marketing personnel cannot follow the items in time, the overstock of the business opportunity is easy to generate, and the successful timeliness of the business opportunity is reduced;
2. the resource waste, the number of business opportunities in the system is large, the combination condition of the business opportunity elements is complex, and the continuous query of the timing task to the missing elements may generate a large amount of unnecessary queries, which causes unnecessary resource waste of the server.
In addition, the prior art also comprises that a salesperson actively inquires about business opportunity elements to trigger and check missing reminding of the business opportunity, but the method increases the burden, a user clicks the missing business opportunity elements to inquire and check, when the number of accumulated personal business opportunities is large, the single frequent clicking easily causes the burden to the salesperson, and the workload is increased.
Disclosure of Invention
The embodiment of the application provides a business opportunity factor missing reminding method, a business opportunity factor missing reminding system, electronic equipment and a storage medium, and at least solves the problems of poor real-time performance, resource waste and burden increase of the existing method.
In a first aspect, an embodiment of the present application provides a method for reminding missing business opportunity elements, including: filtering business opportunity data, namely filtering the business opportunity data according to a preset rule in a CRM system, and adding the business opportunity data to be perfected obtained by filtering to a list; a reminding sequence preparation step, namely asynchronously writing the business data to be perfected in the list into a message middleware by using a thread pool to prepare a reminding sequence of the message to be pushed so as to obtain a message queue; and a reminding data pushing step, namely processing the data in the message queue by using the consumption end of the message middleware, generating a reminding message according to the processed data, and pushing the reminding message to a person to be processed in the CRM system.
In some embodiments, the alert sequence preparing step further comprises: and dynamically routing the to-be-perfected business data to a business owner and the to-be-perfected business data collaborators through a hash value by acquiring the proportion of the business collaborators, and binding the key value with the calculated hash value.
In some embodiments, the step of pushing the reminder data further comprises: and consuming the data flow information in the message queue by using the consuming end of the message middleware, taking out the data to be pushed and reminded, checking a data structure, separating a hash value of the message from a key value of a person to be processed, and pushing the reminding message to the person to be processed through a first terminal.
In some embodiments, the step of pushing the reminder data further comprises: and if the person to be processed does not process the business opportunity data to be perfected according to the reminding message, reminding through a second terminal.
In some embodiments, the method further comprises a merchant data caching step: writing the to-be-perfected business opportunity data processed by the to-be-processed person into a cache, using a cache and database synchronization algorithm and using a lazy calculation method to prevent the to-be-perfected business opportunity data processed by the to-be-processed person from triggering reminding again.
In some embodiments, the method further comprises a business opportunity data application step of: and the person to be processed completes the to-be-completed business opportunity data, and a visual chart is generated by the CRM system according to the time of the reminding message and the time of the person to be processed completing the processing.
In a second aspect, an embodiment of the present application provides a system for reminding missing of business opportunity elements, which is suitable for the method for reminding missing of business opportunity elements, and includes: the business data filtering module is used for filtering business data according to preset rules in a CRM system and adding the business data to be perfected obtained by filtering to a list; a reminding sequence preparation module, which uses a thread pool to asynchronously write the business data to be perfected in the list into a message middleware to prepare a reminding sequence of the message to be pushed, so as to obtain a message queue; and the reminding data pushing module is used for processing the data in the message queue by using the consumption end of the message middleware, generating a reminding message according to the processed data and pushing the reminding message to a person to be processed in the CRM system.
In some embodiments, the reminder sequence preparation module further comprises: and dynamically routing the to-be-perfected business data to a business owner and the to-be-perfected business data collaborators through a hash value by acquiring the proportion of the business collaborators, and binding the key value with the calculated hash value.
In some embodiments, the reminder data pushing module further comprises: and consuming the data flow information in the message queue by using the consuming end of the message middleware, taking out the data to be pushed and reminded, checking a data structure, separating a hash value of the message from a key value of a person to be processed, and pushing the reminding message to the person to be processed through a first terminal.
In some embodiments, the reminder data pushing module further comprises: and if the person to be processed does not process the business opportunity data to be perfected according to the reminding message, reminding through a second terminal.
In some embodiments, the system further comprises a merchant data caching module: writing the to-be-perfected business opportunity data processed by the to-be-processed person into a cache, using a cache and database synchronization algorithm, and using a lazy computing system to prevent the to-be-perfected business opportunity data processed by the to-be-processed person from triggering reminding again.
In some embodiments, the system further comprises a business opportunity data application module: and the person to be processed completes the to-be-completed business opportunity data, and a visual chart is generated by the CRM system according to the time of the reminding message and the time of the person to be processed completing the processing.
In a third aspect, an embodiment of the present application provides an electronic device, which includes a memory, a processor, and a computer program stored on the memory and executable on the processor, where the processor, when executing the computer program, implements a business opportunity element missing reminding method as described in the first aspect.
In a fourth aspect, the present application provides a computer-readable storage medium, on which a computer program is stored, where the computer program, when executed by a processor, implements a business opportunity element missing reminding method as described in the first aspect above.
The application can be applied to the technical field of marketing intelligence. Compared with the prior art, the missing business opportunity elements are intelligently monitored, and related personnel are informed through the message middleware and the network protocol, so that the method has the following advantages:
1. useless business opportunity query is reduced, resource waste of a server side is reduced, and resources saved by the server can provide more services;
2. the business opportunity conversion efficiency is improved, the business opportunity elements are completed in time, and the working efficiency and the satisfaction degree of marketing personnel are improved.
Drawings
The accompanying drawings, which are included to provide a further understanding of the application and are incorporated in and constitute a part of this application, illustrate embodiment(s) of the application and together with the description serve to explain the application and not to limit the application. In the drawings:
FIG. 1 is a flow chart of a business opportunity element loss reminding method of the present invention;
FIG. 2 is a block diagram of the business opportunity element loss alert system of the present invention;
FIG. 3 is a block diagram of an electronic device of the present invention;
in the above figures:
1. a business opportunity data filtering module; 2. a reminder sequence preparation module; 3. a reminder data push module; 4. a business machine data caching module; 5. a business opportunity data application module; 60. a bus; 61. a processor; 62. a memory; 63. a communication interface.
Detailed Description
In order to make the objects, technical solutions and advantages of the present application more apparent, the present application will be described and illustrated below with reference to the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are merely illustrative of the present application and are not intended to limit the present application. All other embodiments obtained by a person of ordinary skill in the art based on the embodiments provided in the present application without any inventive step are within the scope of protection of the present application.
It is obvious that the drawings in the following description are only examples or embodiments of the present application, and that it is also possible for a person skilled in the art to apply the present application to other similar contexts on the basis of these drawings without inventive effort. Moreover, it should be appreciated that in the development of any such actual implementation, as in any engineering or design project, numerous implementation-specific decisions must be made to achieve the developers' specific goals, such as compliance with system-related and business-related constraints, which may vary from one implementation to another.
Reference in the specification to "an embodiment" means that a particular feature, structure, or characteristic described in connection with the embodiment can be included in at least one embodiment of the specification. The appearances of the phrase in various places in the specification are not necessarily all referring to the same embodiment, nor are separate or alternative embodiments mutually exclusive of other embodiments. Those of ordinary skill in the art will explicitly and implicitly appreciate that the embodiments described herein may be combined with other embodiments without conflict.
Unless defined otherwise, technical or scientific terms referred to herein shall have the ordinary meaning as understood by those of ordinary skill in the art to which this application belongs. Reference to "a," "an," "the," and similar words throughout this application are not to be construed as limiting in number, and may refer to the singular or the plural. The present application is directed to the use of the terms "including," "comprising," "having," and any variations thereof, which are intended to cover non-exclusive inclusions; for example, a process, method, system, article, or apparatus that comprises a list of steps or modules (elements) is not limited to the listed steps or elements, but may include other steps or elements not expressly listed or inherent to such process, method, article, or apparatus.
Embodiments of the invention are described in detail below with reference to the accompanying drawings:
fig. 1 is a flowchart of a business opportunity element loss reminding method of the present invention, please refer to fig. 1, and the business opportunity element loss reminding method of the present invention includes the following steps:
s1: in a CRM system, business opportunity data are filtered according to preset rules, and the business opportunity data to be perfected obtained through filtering are added to a list.
In the specific implementation, a business opportunity list with authority of a current login system user is collected, the business opportunities are grouped according to stages of business opportunity discovery, intention discovery, clear requirements, a matching scheme, a confirmation scheme, written quotation, contract signing and the like, the business opportunities with contract signing completed are filtered, and only business opportunity information of business opportunity discovery and intention discovery waiting for perfection is reserved.
S2: and asynchronously writing the business opportunity data to be perfected in the list into a message middleware by using the thread pool to prepare a message reminding sequence to be pushed, so as to obtain a message queue.
Optionally, the business data to be perfected is dynamically routed to the business owner and the collaborator of the business data to be perfected through the hash value by obtaining the occupation ratio of the business collaborator, and the key value is bound with the calculated hash value.
In the specific implementation, the newly created business opportunity list and the business opportunity list to be perfected are sorted in reverse order according to business opportunity updating time and then grouped, and optionally, the grouping is carried out according to every 50 pieces; and dynamically routing the business messages to the business owner and the collaborators of the messages to be processed through a hash value by acquiring the proportion of the business owner and the collaborators through an intelligent routing recommendation algorithm (the business messages are dynamically routed to the business owner and the collaborators of the messages to be processed through the hash value, and the key value and the calculated hash value are bound), and asynchronously writing the key value and the calculated hash value into a message middleware by using a thread pool to prepare a reminding sequence of the messages to be pushed.
S3: and processing the data in the message queue by using the consumption end of the message middleware, generating a reminding message according to the processed data, and pushing the reminding message to a person to be processed in the CRM system.
Optionally, the consumption end of the message middleware is used for consuming the data flow information in the message queue, taking out the data to be pushed and reminded, checking the data structure, separating the hash value of the message from the key value of the person to be processed, and pushing the reminding message to the person to be processed through the first terminal.
In specific implementation, a message middleware consumption end is used for consuming data flow information in a message queue, data to be pushed and reminded are taken out, a data structure is verified, a hash value of a message is separated from a key value of a person to be processed, and the reminding message is pushed to the person to be processed from a client or a browser end through a network protocol.
Optionally, if the person to be processed does not process the to-be-completed business opportunity data according to the reminding message, reminding is performed through the second terminal.
In specific implementation, the client or the browser performs page popup prompting after receiving the prompting message, and triggers a short message or WeChat prompting if the marketing client does not confirm and supplements the missing business opportunity elements.
S4: writing the to-be-perfected business opportunity data processed by the to-be-processed person into a cache, using a cache and database synchronization algorithm and using a lazy calculation method to prevent the to-be-perfected business opportunity data processed by the to-be-processed person from triggering again for reminding.
In the specific implementation, a cache is written into the business opportunity successfully reminding the business opportunity of the business opportunity element loss, a cache and database synchronization algorithm (firstly updating the database, and then deleting a cache strategy) is used, and a lazy computing idea is used to ensure that the processed message reminding cannot trigger reminding operation again.
S5: and the person to be processed completes the to-be-completed business opportunity data, and a visual chart is generated by the CRM system according to the time of the reminding message and the time of the person to be processed completing the processing.
In the specific implementation, all reminding of missing business opportunity elements is completed, and an analysis line graph from reminding to processing completion time span is generated, the graph is used for drawing a statistical line graph by taking time per hour as an abscissa and taking the number of processing persons in the time period as an ordinate, and the line graph is used for a marketing manager to confirm and summarize processing timeliness and results by using a dot matrix coordinate method (drawing points on x-axis and y-axis coordinates and setting drawing methods such as background color, foreground color and transparency).
It should be noted that the steps illustrated in the above-described flow diagrams or in the flow diagrams of the figures may be performed in a computer system, such as a set of computer-executable instructions, and that, although a logical order is illustrated in the flow diagrams, in some cases, the steps illustrated or described may be performed in an order different than here.
The embodiment of the application provides a system for reminding missing of business opportunity elements, which is suitable for the method for reminding missing of business opportunity elements. As used below, the terms "unit," "module," and the like may implement a combination of software and/or hardware of predetermined functions. Although the means described in the embodiments below are preferably implemented in software, an implementation in hardware or a combination of software and hardware is also possible and contemplated.
Fig. 2 is a frame diagram of a business opportunity element missing reminding system according to the present invention, please refer to fig. 2, which includes:
the business machine data filtering module 1: in a CRM system, business opportunity data are filtered according to preset rules, and the business opportunity data to be perfected obtained through filtering are added to a list.
In the specific implementation, a business opportunity list with authority of a current login system user is collected, the business opportunities are grouped according to stages of business opportunity discovery, intention discovery, clear requirements, a matching scheme, a confirmation scheme, written quotation, contract signing and the like, the business opportunities with contract signing completed are filtered, and only business opportunity information of business opportunity discovery and intention discovery waiting for perfection is reserved.
The reminding sequence preparation module 2: and asynchronously writing the business opportunity data to be perfected in the list into a message middleware by using the thread pool to prepare a message reminding sequence to be pushed, so as to obtain a message queue.
Optionally, the business data to be perfected is dynamically routed to the business owner and the collaborator of the business data to be perfected through the hash value by obtaining the occupation ratio of the business collaborator, and the key value is bound with the calculated hash value.
In the specific implementation, the newly created business opportunity list and the business opportunity list to be perfected are sorted in reverse order according to business opportunity updating time and then grouped, and optionally, the grouping is carried out according to every 50 pieces; and dynamically routing the business messages to the business owner and the collaborators of the messages to be processed through a hash value by acquiring the proportion of the business owner and the collaborators through an intelligent routing recommendation algorithm (the business messages are dynamically routed to the business owner and the collaborators of the messages to be processed through the hash value, and the key value and the calculated hash value are bound), and asynchronously writing the key value and the calculated hash value into a message middleware by using a thread pool to prepare a reminding sequence of the messages to be pushed.
Reminding data pushing module 3: and processing the data in the message queue by using the consumption end of the message middleware, generating a reminding message according to the processed data, and pushing the reminding message to a person to be processed in the CRM system.
Optionally, the consumption end of the message middleware is used for consuming the data flow information in the message queue, taking out the data to be pushed and reminded, checking the data structure, separating the hash value of the message from the key value of the person to be processed, and pushing the reminding message to the person to be processed through the first terminal.
In specific implementation, a message middleware consumption end is used for consuming data flow information in a message queue, data to be pushed and reminded are taken out, a data structure is verified, a hash value of a message is separated from a key value of a person to be processed, and the reminding message is pushed to the person to be processed from a client or a browser end through a network protocol.
Optionally, if the person to be processed does not process the to-be-completed business opportunity data according to the reminding message, reminding is performed through the second terminal.
In specific implementation, the client or the browser performs page popup prompting after receiving the prompting message, and triggers a short message or WeChat prompting if the marketing client does not confirm and supplements the missing business opportunity elements.
The business data caching module 4: writing the to-be-perfected business opportunity data processed by the to-be-processed person into a cache, using a cache and database synchronization algorithm and using a lazy calculation method to prevent the to-be-perfected business opportunity data processed by the to-be-processed person from triggering again for reminding.
In the specific implementation, a cache is written into the business opportunity successfully reminding the business opportunity of the business opportunity element loss, a cache and database synchronization algorithm (firstly updating the database, and then deleting a cache strategy) is used, and a lazy computing idea is used to ensure that the processed message reminding cannot trigger reminding operation again.
The business data application module 5: and the person to be processed completes the to-be-completed business opportunity data, and a visual chart is generated by the CRM system according to the time of the reminding message and the time of the person to be processed completing the processing.
In the specific implementation, all reminding of missing business opportunity elements is completed, and an analysis line graph from reminding to processing completion time span is generated, the graph is used for drawing a statistical line graph by taking time per hour as an abscissa and taking the number of processing persons in the time period as an ordinate, and the line graph is used for a marketing manager to confirm and summarize processing timeliness and results by using a dot matrix coordinate method (drawing points on x-axis and y-axis coordinates and setting drawing methods such as background color, foreground color and transparency).
In addition, one business opportunity element missing reminding method described in conjunction with fig. 1 may be implemented by an electronic device. Fig. 3 is a block diagram of an electronic device of the present invention.
The electronic device may comprise a processor 61 and a memory 62 in which computer program instructions are stored.
Specifically, the processor 61 may include a Central Processing Unit (CPU), or A Specific Integrated Circuit (ASIC), or may be configured to implement one or more Integrated circuits of the embodiments of the present Application.
The memory 62 may be used to store or cache various data files that need to be processed and/or used for communication, as well as possible computer program instructions executed by the processor 61.
The processor 61 may read and execute the computer program instructions stored in the memory 62 to implement any of the above-described embodiments of the business opportunity element missing reminding method.
In some of these embodiments, the electronic device may also include a communication interface 63 and a bus 60. As shown in fig. 3, the processor 61, the memory 62, and the communication interface 63 are connected via a bus 60 to complete communication therebetween.
The communication port 63 may be implemented with other components such as: the data communication is carried out among external equipment, image/data acquisition equipment, a database, external storage, an image/data processing workstation and the like.
The bus 60 includes hardware, software, or both to couple the components of the electronic device to one another. Bus 60 includes, but is not limited to, at least one of the following: data Bus (Data Bus), Address Bus (Address Bus), Control Bus (Control Bus), Expansion Bus (Expansion Bus), and Local Bus (Local Bus). By way of example, and not limitation, Bus 60 may include an Accelerated Graphics Port (AGP) or other Graphics Bus, an Enhanced Industry Standard Architecture (EISA) Bus, a Front-Side Bus (FSB), a Hyper Transport (HT) Interconnect, an ISA (ISA) Bus, an InfiniBand (InfiniBand) Interconnect, a Low Pin Count (LPC) Bus, a memory Bus, a microchannel Architecture (MCA) Bus, a PCI (Peripheral Component Interconnect) Bus, a PCI-Express (PCI-X) Bus, a Serial Advanced Technology Attachment (SATA) Bus, a Video Electronics Bus (audio Electronics Association), abbreviated VLB) bus or other suitable bus or a combination of two or more of these. Bus 60 may include one or more buses, where appropriate. Although specific buses are described and shown in the embodiments of the application, any suitable buses or interconnects are contemplated by the application.
The electronic device can execute the business opportunity element missing reminding method in the embodiment of the application.
In addition, in combination with the business opportunity factor missing reminding method in the foregoing embodiment, the embodiment of the present application may provide a computer-readable storage medium to implement. The computer readable storage medium having stored thereon computer program instructions; the computer program instructions, when executed by a processor, implement any of the above embodiments of the method for reminding of missing business opportunity elements.
And the aforementioned storage medium includes: various media capable of storing program codes, such as a usb disk, a removable hard disk, a Read Only Memory (ROM), a Random Access Memory (RAM), a magnetic disk, or an optical disk.
The technical features of the above embodiments can be arbitrarily combined, and for the sake of brevity, all possible combinations of the technical features in the above embodiments are not described, but should be considered as the scope of the present specification as long as there is no contradiction between the combinations of the technical features.
The above examples only express several embodiments of the present application, and the description thereof is more specific and detailed, but not construed as limiting the scope of the invention. It should be noted that, for a person skilled in the art, several variations and modifications can be made without departing from the concept of the present application, which falls within the scope of protection of the present application. Therefore, the protection scope of the present patent shall be subject to the appended claims.
Claims (10)
1. A business opportunity element missing reminding method is characterized by comprising the following steps:
filtering business opportunity data, namely filtering the business opportunity data according to a preset rule in a CRM system, and adding the business opportunity data to be perfected obtained by filtering to a list;
a reminding sequence preparation step, namely asynchronously writing the business data to be perfected in the list into a message middleware by using a thread pool to prepare a reminding sequence of the message to be pushed so as to obtain a message queue;
and a reminding data pushing step, namely processing the data in the message queue by using the consumption end of the message middleware, generating a reminding message according to the processed data, and pushing the reminding message to a person to be processed in the CRM system.
2. The method of claim 1, wherein the alert sequence preparation step further comprises:
and dynamically routing the to-be-perfected business data to a business owner and the to-be-perfected business data collaborators through a hash value by acquiring the proportion of the business collaborators, and binding the key value with the calculated hash value.
3. The method for reminding the loss of business opportunity elements according to claim 2, wherein the reminding data pushing step further comprises the following steps:
and consuming the data flow information in the message queue by using the consuming end of the message middleware, taking out the data to be pushed and reminded, checking a data structure, separating a hash value of the message from a key value of a person to be processed, and pushing the reminding message to the person to be processed through a first terminal.
4. The method for reminding the loss of business opportunity elements of claim 3, wherein the reminding data pushing step further comprises the following steps:
and if the person to be processed does not process the business opportunity data to be perfected according to the reminding message, reminding through a second terminal.
5. The method for reminding the loss of business opportunity elements according to any one of claims 1 to 3, further comprising a business opportunity data caching step of: writing the to-be-perfected business opportunity data processed by the to-be-processed person into a cache, using a cache and database synchronization algorithm and using a lazy calculation method to prevent the to-be-perfected business opportunity data processed by the to-be-processed person from triggering reminding again.
6. The method for reminding the absence of business opportunity elements according to any one of claims 1 to 3, further comprising a business opportunity data application step of:
and the person to be processed completes the to-be-completed business opportunity data, and a visual chart is generated by the CRM system according to the time of the reminding message and the time of the person to be processed completing the processing.
7. A system for reminding missing of business opportunity elements is characterized by comprising:
the business data filtering module is used for filtering business data according to preset rules in a CRM system and adding the business data to be perfected obtained by filtering to a list;
a reminding sequence preparation module, which uses a thread pool to asynchronously write the business data to be perfected in the list into a message middleware to prepare a reminding sequence of the message to be pushed, so as to obtain a message queue;
and the reminding data pushing module is used for processing the data in the message queue by using the consumption end of the message middleware, generating a reminding message according to the processed data and pushing the reminding message to a person to be processed in the CRM system.
8. The system for reminding of missing business opportunity elements of any one of claim 7, further comprising a business opportunity data caching module: writing the to-be-perfected business opportunity data processed by the to-be-processed person into a cache, using a cache and database synchronization algorithm, and using a lazy computing system to prevent the to-be-perfected business opportunity data processed by the to-be-processed person from triggering reminding again.
9. An electronic device comprising a memory, a processor, and a computer program stored on the memory and executable on the processor, wherein the processor implements the business opportunity element loss alert method of any one of claims 1 to 6 when executing the computer program.
10. A computer-readable storage medium, on which a computer program is stored, which, when being executed by a processor, implements the business opportunity element loss alert method according to any one of claims 1 to 6.
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