CN114529258B - Enterprise management information system integration system and method - Google Patents
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Abstract
The invention provides enterprise management information system integration systems and methods. The method comprises the steps that all salesmen upload and update customer information and project information of each project corresponding to each customer on the enterprise management information system integrated system; setting a preparation period of a next sales cycle corresponding to each customer through project information corresponding to the customer; setting a plurality of reminding time periods according to the preparation time period, and initiating reminding to sales personnel at the corresponding moment of the starting time point of each reminding time period and the ending time point of the preparation time period; the salesperson uploads and updates the business processing conditions of the prepared client in real time after receiving the reminding; and performing self-adaptive adjustment on the next preparation period of each item of each client according to the item establishment condition. The system comprises and the method comprises modules corresponding to the steps of the method.
Description
Technical Field
The invention provides an enterprise management information system integration system and a method, belongs to the technical field of information management.
Background
The enterprise management system has been used effectively in various large, medium and small enterprises, but the existing enterprise management system only coordinates the work and resource allocation among different departments to increase the work efficiency inside the internal departments of the enterprise and the work interaction efficiency among different departments, however, the enterprise management system in the prior art for sales-type enterprises cannot provide effective customer management for sales staff and customer forecast management for the next sales cycle.
Disclosure of Invention
The invention provides an enterprise management information system integration system and a method, the system is used for solving the problem that the existing enterprise management system cannot provide effective customer sales expected management for sales personnel, and adopts the following technical scheme:
an enterprise management information system integration system, the enterprise management information system integration system comprising:
the system comprises an uploading module, a transaction information system integration system and a transaction processing module, wherein the uploading module is used for uploading and updating customer information and project information of each project corresponding to each customer on the enterprise management information system integration system by all salesmen, and the project information comprises the number of finished transaction projects, sold products, product volume, transaction unit price, transaction amount, project starting time, project signing time, transaction finishing time and the like;
the setting module is used for setting the preparation period of the next sales cycle corresponding to each customer through the item information corresponding to the customer;
the reminding module is used for setting a plurality of reminding time periods according to the preparation time period and initiating reminding to the sales staff at the corresponding moment of the starting time point of each reminding time period and the ending time point of the preparation time period;
the condition acquisition module is used for uploading and updating the service processing condition of the prepared client in real time after the salesperson receives the prompt; (ii) a
The self-adaptive adjusting module is used for self-adaptively adjusting the module, for adaptively adjusting the next preparation period of each item for each client according to the item setup.
Further, the setting module includes:
the forecasting module is used for acquiring customers with the transaction item quantity exceeding two item quantities according to the item information of each customer uploaded and updated by the salesman, and taking the customers with the transaction item quantity exceeding two item quantities as forecasting customers;
and the preparation period setting module is used for extracting the project starting time and the project signing time of each project from the project information of the forecast client, and setting the preparation period by using the project starting time and the project signing time.
Wherein a start time point and an end time point of the preparation period are obtained by the following formula:
wherein, T a Indicating a preparatory period a starting time point; zxfoom T b A termination time point indicating a preparatory period; t represents the deadline for the current most recently traded item; n represents the number of interval periods between the item starting time of each completed transaction item in the current completed transaction items; t is i Representing the interval duration days corresponding to the ith interval period; α represents an adjustment coefficient; t is j Indicating the interval duration from the item starting time of the jth transacted item to the item signing time; c represents the number of the traded items, wherein the interval duration from the item starting time to the item signing time is less than the average value of the interval durations from the item starting time to the item signing time in the number of all the traded items.
Further, the reminding module comprises:
the time length obtaining module is used for obtaining the time length corresponding to the preparation time interval of the next sale period corresponding to each preparation client;
and the time interval division module is used for setting a first reminding time interval, a second reminding time interval and a third reminding time interval according to the time length and a reminding time interval distribution principle.
Further, the reminding time interval distribution principle is as follows:
the time length corresponding to the first reminding time period takes the starting date of the preparation time period as a starting time point, and the time length of the first reminding time period is 0.3T, wherein T represents the time length corresponding to the preparation time period;
the time length of the second reminding time interval is 0.4T after the first reminding time interval is ended, wherein T represents the time length corresponding to the preparation time interval;
the time length of the third reminding time interval is 0.3T after the first reminding time interval is ended, wherein T represents the time length corresponding to the preparation time interval;
and the value taking modes of the first reminding time interval and the second reminding time interval are rounded upwards.
Further, the adaptive adjustment module comprises:
the information acquisition module is used for acquiring newly-built project information corresponding to the preparation client from the project information uploaded and updated by the salesperson;
and the extraction and adjustment module is used for extracting the project starting time and the project signing time in the newly-built project information and performing self-adaptive adjustment on the set preparation time interval through the project starting time and the project signing time in the newly-built project information.
An enterprise management information system integration method, comprising:
all salesmen upload and update customer information and project information of each project corresponding to each customer on the enterprise management information system integrated system, wherein the project information comprises the number of finished transaction projects, sold products, product volume, transaction unit price, transaction amount, project starting time, project signing time, transaction completion time and the like;
setting a preparation period of a next sale period corresponding to each customer through the item information corresponding to the customer;
setting a plurality of reminding time periods according to the preparation time period, initiating a prompt to the sales staff at the corresponding moment of the starting time point of each prompt time period and the ending time point of the preparation time period;
the sales person will be directed to preparation after receiving the alert uploading and updating the service processing condition of the client in real time;
and carrying out self-adaptive adjustment on the next preparation period of each item of each client according to the item establishment condition.
Further, setting a preparation period of a next sales cycle corresponding to each customer by item information corresponding to the customer includes:
according to the item information of each client uploaded and updated by the salesman, acquiring clients with the transaction item number exceeding two item numbers, and taking the clients with the transaction item number exceeding two item numbers as predicted clients;
and extracting the project starting time and the project signing time of each project from the project information of the predicted client, and setting a preparation period by using the project starting time and the project signing time. Wherein a start time point and an end time point of the preparation period are obtained by the following formula:
wherein, T a A start time point representing a preparation period; t is b A termination time point indicating a preparatory period; t represents the deadline of the current latest traded item; n represents the number of interval periods between the item starting time of each completed transaction item in the current completed transaction items; t is i Representing the interval duration days corresponding to the ith interval period; α represents an adjustment coefficient; t is j Indicating the interval duration from the item starting time of the jth transacted item to the item signing time; c represents the number of the traded items, wherein the interval duration from the item starting time to the item signing time is less than the average value of the interval durations from the item starting time to the item signing time in the number of all the traded items.
Further, setting a plurality of reminding time periods according to the preparation time period, and initiating a reminder to the salesperson at the corresponding moment of the starting time point of each reminding time period and the ending time point of the preparation time period, including:
acquiring the time length corresponding to the preparation time interval of the next sale period corresponding to each preparation client;
setting a first reminding time interval, a second reminding time interval and a third reminding time interval according to the time length and a reminding time interval distribution principle;
further, the reminding time interval distribution principle is as follows:
the time length corresponding to the first reminding time period takes the starting date of the preparation time period as a starting time point, and the time length of the first reminding time period is 0.3T, wherein T represents the time length corresponding to the preparation time period;
the time length of the second reminding time interval is 0.4T after the first reminding time interval is ended, wherein T represents the time length corresponding to the preparation time interval;
the time length of the third reminding time interval is 0.3T after the first reminding time interval is ended, wherein T represents the time length corresponding to the preparation time interval;
and the value taking modes of the first reminding time interval and the second reminding time interval are rounded upwards.
Further, the self-adaptive adjustment of the next preparation time period of each item of each client according to the item establishment condition comprises:
the salesperson uploads and updates the business processing conditions of the prepared client in real time after receiving the reminding;
acquiring new project information corresponding to the preparation client from the project information uploaded and updated by the salesperson;
and extracting the project starting time and the project signing time in the new project information, and performing self-adaptive adjustment on the set preparation time interval through the project starting time and the project signing time in the new project information.
The invention has the beneficial effects that:
the enterprise management information system integration system and the method can carry out targeted effective client communication forecast time limit, namely preparation time period, of the next sales cycle aiming at clients with project cooperation prospect according to client information in the existing formed client library of the salesperson. The time period of effective communication can be provided for each customer by the salesperson through the setting of the preparation time period, effective reminding is carried out, the timeliness and timeliness of the communication of the customers of the salesperson are effectively improved, and the order forming rate of the next sales cycle is further improved. Through the efficient and high-rigor customer management strategy and mechanism, the problem that the number of the salespeople is too large to effectively monitor and manage and cause the potential of old customers to be reduced in a singular number under the condition that the customer group is large, and further the customer management efficiency and the customer management strength are reduced can be prevented.
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FIG. 1 is a first flow chart of the method of the present invention;
FIG. 2 is a schematic representation of the present invention flow chart two of the method;
fig. 3 is a system block diagram of the system of the present invention.
Detailed Description
The preferred embodiments of the present invention will be described in conjunction with the accompanying drawings, and it should be understood that they are presented herein only to illustrate and explain the present invention and not to limit the present invention.
An enterprise management information system integration system, as shown in fig. 1, comprising:
the system comprises an uploading module, a transaction information system integration system and a transaction processing module, wherein the uploading module is used for uploading and updating customer information and project information of each project corresponding to each customer on the enterprise management information system integration system by all salesmen, and the project information comprises the number of finished transaction projects, sold products, product volume, transaction unit price, transaction amount, project starting time, project signing time, transaction finishing time and the like;
the setting module is used for setting the preparation period of the next sales cycle corresponding to each customer through the item information corresponding to the customer;
the reminding module is used for setting a plurality of reminding time periods according to the preparation time period and initiating reminding to the sales staff at the corresponding time of the starting time point of each reminding time period and the ending time point of the preparation time period;
the condition acquisition module is used for uploading and updating the service processing condition of the prepared client in real time after the salesperson receives the prompt; (ii) a
And the adaptive adjusting module is used for adaptively adjusting the next preparation time interval of each item of each client according to the item establishment condition.
The working principle of the technical scheme is as follows: firstly, uploading and updating customer information and project information of each project corresponding to each customer on the enterprise management information system integrated system by all salesmen through an uploading module, wherein the project information comprises the number of finished transaction projects, sold products, product volume, transaction unit price, transaction amount, project starting time, project signing time, transaction finishing time and the like; then, a setting module is used for setting a preparation period of a next sale period corresponding to each customer by using the project information corresponding to the customer; then, a plurality of reminding time periods are set by adopting a reminding module according to the preparation time period, and reminding is initiated to the sales personnel at the corresponding time of the starting time point of each reminding time period and the ending time point of the preparation time period; after receiving the prompt, the sales personnel uploads and updates the business processing condition of the prepared client in real time by using a condition acquisition module; and finally, carrying out self-adaptive adjustment on the next preparation time interval of each item of each client through a self-adaptive adjustment module according to the item establishment condition.
The effect of the above technical scheme is as follows: the enterprise management information system integration system provided by the embodiment can be used for integrating the customer information in the customer base formed by the salesperson, and carrying out targeted effective exchange of the client in the next sales cycle for the client with project cooperation prospect, namely the preparation period. The time period of effective communication can be provided for each customer by the salesperson through the setting of the preparation time period, effective reminding is carried out, the timeliness and timeliness of the communication of the customers of the salesperson are effectively improved, and the order forming rate of the next sales cycle is further improved. Through the efficient and highly rigorous customer management strategy and mechanism, the problem that potential odd numbers of old customers are reduced due to the fact that a large number of people cannot effectively monitor and manage under the condition that a customer group is large, and further the problem that customer management efficiency and force are reduced can be prevented.
In one embodiment of the present invention, the setting module includes:
the forecasting module is used for acquiring customers with the transaction item quantity exceeding two item quantities according to the item information of each customer uploaded and updated by the salesman, and taking the customers with the transaction item quantity exceeding two item quantities as forecasting customers;
and the preparation period setting module is used for extracting the project starting time and the project signing time of each project from the project information of the forecast client, and setting the preparation period by using the project starting time and the project signing time.
Wherein a start time point and an end time point of the preparation period are obtained by the following formulas:
wherein, T a A start time point representing a preparation period; t is b A termination time point indicating a preparatory period; t represents the deadline of the current latest traded item; n represents the number of interval periods between the item starting time of each completed transaction item in the current completed transaction items; t is a unit of i Representing the interval duration days corresponding to the ith interval period; α represents an adjustment coefficient; t is j Indicating the interval duration from the project starting time of the jth transacted project to the project signing time; c represents the completed transaction items, wherein the interval duration between the item starting time and the item signing time is less than the average value of the interval durations between the item starting time and the item signing time in the number of all the completed transaction itemsThe number of items transacted.
The working principle of the technical scheme is as follows: the operation process of the setting module comprises the following steps:
firstly, acquiring customers with the transaction item quantity exceeding two item quantities through a prediction module according to the item information of each customer uploaded and updated by the salesman, and taking the customers with the transaction item quantity exceeding two item quantities as prediction customers; then, a preparation period setting module extracts an item start time and an item contract time of each item in the item information of the predicted client, and a preparation period is set using the item start time and the item contract time.
The effect of the above technical scheme is as follows: the time period of effective communication can be provided for each customer by the salesperson through the setting of the preparation time period, effective reminding is carried out, the timeliness and timeliness of the communication of the customers of the salesperson are effectively improved, and the order forming rate of the next sales cycle is further improved. Through the efficient and high-rigor customer management strategy and mechanism, the situation that under the condition that the customer group is large, the problem that the number of people is large, so that the potential number of the people and old customers is reduced due to ineffective monitoring and management, and the problem that the customer management efficiency and the management strength are reduced is caused.
On the other hand, the preparation time interval obtained through the formula can be reasonably set according to the actual project condition and the completion condition of the customer, and the matching degree of the preparation time interval and the actual sales condition of the customer mastered by sales personnel is effectively improved. Meanwhile, the accuracy and the reasonability of the setting of the preparation period can be effectively improved through the obtained preparation period, so that the obtained preparation period can provide the most reasonable and appropriate length of the preparation time of the next sales period for the sales personnel, and the sales personnel can communicate with the customers in advance in the preparation period to effectively prepare for the sales transaction items of the next sales period in advance. And the period length of the preparation period obtained by the formula is moderate, so that not only can the sufficient amount of the advance period setting for communicating with the client be ensured, but also the timeliness that the sales person can not communicate with the client in advance to provide communication for the transaction item of the next period due to excessively long advance time can be ensured.
In one embodiment of the present invention, the reminding module includes:
a time length obtaining module for obtaining the time length of the time, the time length corresponding to the preparation period of the next sales cycle corresponding to each preparation client is obtained;
and the time interval division module is used for setting a first reminding time interval, a second reminding time interval and a third reminding time interval according to the time length and a reminding time interval distribution principle.
Wherein the reminding time interval distribution principle is as follows:
the time length corresponding to the first reminding time period takes the starting date of the preparation time period as a starting time point, and the time length of the first reminding time period is 0.3T, wherein T represents the time length corresponding to the preparation time period;
the time length of the second reminding time interval is 0.4T after the first reminding time interval is ended, wherein T represents the time length corresponding to the preparation time interval;
the time length of the third reminding time interval is 0.3T after the first reminding time interval is ended, wherein T represents the time length corresponding to the preparation time interval;
and the value taking modes of the first reminding time interval and the second reminding time interval are rounded upwards.
The working principle of the technical scheme is as follows: the operation process of the reminding module comprises the following steps:
firstly, acquiring the time length corresponding to the preparation time interval of the next sales cycle corresponding to each preparation client through a time length acquisition module; and then, setting a first reminding time interval, a second reminding time interval and a third reminding time interval according to the time length and a reminding time interval distribution principle by adopting a time interval dividing module.
The effect of the above technical scheme is as follows: through the mode and the reminding time interval distribution principle, effective reminding time can be provided for sales personnel, and the distribution rationality of the reminding time intervals is effectively improved. And then reasonable and effective message reminding is carried out under the condition that the normal work of the sales staff is not influenced.
In an embodiment of the present invention, the adaptive adjustment module includes:
the information acquisition module is used for acquiring newly-built project information corresponding to the preparation client from the project information uploaded and updated by the salesperson;
and the extraction and adjustment module is used for extracting the project starting time and the project signing time in the newly-built project information and performing self-adaptive adjustment on the set preparation time interval through the project starting time and the project signing time in the newly-built project information.
The working principle of the technical scheme is as follows: the operation process of the self-adaptive adjusting module comprises the following steps:
first of all, the first step is to, acquiring new project information corresponding to the preparation client from the project information uploaded and updated by the salesperson through an information acquisition module; then, an extraction adjustment module is adopted to extract the project starting time and the project signing time in the new project information, and the set preparation time interval is subjected to self-adaptive adjustment through the project starting time and the project signing time in the new project information.
The effect of the above technical scheme is as follows: through the mode and the formula, the preparation time interval of the customer realizing the new transaction item of the next sale period can be adjusted by combining the new item information, and the self-adaptive adjustment and the adjustment accuracy of the preparation period are further improved.
An embodiment of the present invention provides an enterprise management information system integration method, and as shown in fig. 2, the enterprise management information system integration method includes:
s1, uploading and updating customer information and project information of each project corresponding to each customer by all salesmen on the enterprise management information system integrated system, wherein the project information comprises the number of finished transaction projects, sold products, product volume, transaction unit price, transaction amount, project starting time, project signing time, transaction finishing time and the like;
s2, setting a preparation time interval of the next sales cycle corresponding to each customer through the item information corresponding to each customer;
s3, setting a plurality of reminding time periods according to the preparation time period, and initiating reminding to sales personnel at the corresponding moment of the starting time point of each reminding time period and the ending time point of the preparation time period;
s4, the salesperson uploads and updates the business processing conditions of the prepared client in real time after receiving the reminding;
and S5, carrying out self-adaptive adjustment on the next preparation time interval of each item of each client according to the item establishment condition.
The working principle of the technical scheme is as follows: firstly, all salesmen upload and update customer information and project information of each project corresponding to each customer on the enterprise management information system integrated system, wherein the project information comprises the number of finished transaction projects, sold products, product volume, transaction unit price, transaction amount, project starting time, project signing time, transaction finishing time and the like; then, setting a preparation period of a next sale period corresponding to each customer through the item information corresponding to the customer; then, setting a plurality of reminding time periods according to the preparation time period, and initiating reminding to the sales staff at the corresponding moment of the starting time point of each reminding time period and the ending time point of the preparation time period; after that time, the user can use the device, the salesperson uploads and updates the business processing conditions of the prepared client in real time after receiving the reminding; and finally, carrying out self-adaptive adjustment on the next preparation period of each item of each client according to the item establishment condition.
The technical proposal is that the effect of (1) is as follows: the enterprise management information system integration method provided by the embodiment can perform targeted effective client communication forecast period, namely the preparation period, in the next sales cycle for clients with project cooperation prospects according to client information in the existing formed client library of the salesperson. The time period of effective communication can be provided for each customer by the salesperson through the setting of the preparation time period, effective reminding is carried out, the timeliness and timeliness of the communication of the customers of the salesperson are effectively improved, and the order forming rate of the next sales cycle is further improved. Through the efficient and high-rigor customer management strategy and mechanism, the problem that the number of the salespeople is too large to effectively monitor and manage and cause the potential of old customers to be reduced in a singular number under the condition that the customer group is large, and further the customer management efficiency and the customer management strength are reduced can be prevented.
One embodiment of the present invention sets a preparation period of a next sales cycle corresponding to each customer through project information corresponding to the customer, including:
s201, obtaining customers with the transaction item quantity exceeding two item quantities according to the item information of each customer uploaded and updated by the salesman, and taking the customers with the transaction item quantity exceeding two item quantities as predicted customers;
s202, extracting project starting time and project signing time of each project from the project information of the forecast client, and setting a preparation period by using the project starting time and the project signing time. Wherein a start time point and an end time point of the preparation period are obtained by the following formula:
wherein, T a A start time point representing a preparation period; t is b A termination time point indicating a preparatory period; t represents the deadline for the current most recently traded item; n represents the time between the item start times of each completed transaction item in the currently completed transaction itemNumber of interval periods; t is i Representing the interval duration days corresponding to the ith interval period; α represents an adjustment coefficient; t is a unit of j Indicating the interval duration from the project starting time of the jth transacted project to the project signing time; c represents the number of the traded items of which the interval duration from the item starting time to the item signing time is less than the average value of the interval durations from the item starting time to the item signing time in the number of all the traded items.
The working principle of the technical scheme is as follows: firstly, according to the item information of each customer uploaded and updated by the salesman, obtaining customers with the number of finished transaction items exceeding two items, and taking the customers with the number of finished transaction items exceeding two items as predicted customers; then, an item start time and an item contract time for each item are extracted in the item information of the predicted client, and a preparation period is set using the item start time and the item contract time.
The effect of the above technical scheme is as follows: the time period of effective communication can be provided for each customer by the salesperson through the setting of the preparation time period, effective reminding is carried out, the timeliness and timeliness of the communication of the customers of the salesperson are effectively improved, and the order forming rate of the next sales cycle is further improved. Through the efficient and high-rigor customer management strategy and mechanism, the problem that the number of the salespeople is too large to effectively monitor and manage and cause the potential of old customers to be reduced in a singular number under the condition that the customer group is large, and further the customer management efficiency and the customer management strength are reduced can be prevented.
On the other hand, the preparation time interval obtained by the formula can be reasonably set according to the actual project carrying condition and the completion condition of the customer, and the matching degree of the preparation time interval and the actual sales condition of the customer mastered by the salesperson is effectively improved. Meanwhile, the accuracy and the reasonability of the setting of the preparation time interval can be effectively improved through the obtained preparation time interval, the obtained preparation time interval can provide the most reasonable and appropriate length of preparation time of the next sales cycle for the sales personnel, and the sales personnel can communicate with the customers in advance in the preparation time interval to effectively prepare in advance for the sales transaction items of the next sales cycle. And the time interval length of the preparation time interval obtained by the formula is moderate, so that not only can the sufficient amount of the communication advance time interval set by the client be ensured, but also the timeliness that the communication cannot be provided for the transaction project transaction of the next period due to the fact that the communication exchange is carried out between the salesperson and the client in advance due to the excessively long advance time can be avoided.
One embodiment of the present invention sets a plurality of reminding time periods according to the preparation time period, and initiates a reminder to the sales force at a time corresponding to the starting time point of each reminding time period and the ending time point of the preparation time period, including:
s301, acquiring the time length corresponding to the preparation time interval of the next sales cycle corresponding to each preparation client;
s302, setting a first reminding time interval, a second reminding time interval and a third reminding time interval according to the time length and a reminding time interval distribution principle;
wherein the reminding time interval distribution principle is as follows:
the time length corresponding to the first reminding time period takes the starting date of the preparation time period as a starting time point, and the time length of the first reminding time period is 0.3T, wherein T represents the time length corresponding to the preparation time period;
the time length of the second reminding time interval is 0.4T after the first reminding time interval is ended, wherein T represents the time length corresponding to the preparation time interval;
the time length of the third reminding time interval is 0.3T after the first reminding time interval is ended, wherein T represents the time length corresponding to the preparation time interval;
and the value taking modes of the first reminding time interval and the second reminding time interval are rounded upwards.
The working principle of the technical scheme is as follows: firstly, acquiring the time length corresponding to the preparation time interval of the next sale period corresponding to each preparation client; and then setting a first reminding time interval, a second reminding time interval and a third reminding time interval according to the time length and a reminding time interval distribution principle.
The effect of the above technical scheme is as follows: through the mode and the reminding time interval distribution principle, effective reminding time can be provided for sales personnel, and the distribution rationality of the reminding time intervals is effectively improved. And then reasonable and effective message reminding is carried out under the condition that the normal work of the sales staff is not influenced.
One embodiment of the present invention, adaptively adjusting the next preparation period of each item of each client according to the item establishment condition, includes:
s501, the salesperson uploads and updates the business processing conditions of the prepared client in real time after receiving the reminding;
s502, acquiring new project information corresponding to the preparation client from the project information uploaded and updated by the salesperson;
s503, extracting the project starting time and the project signing time in the new project information, and performing adaptive adjustment on the set preparation time interval through the project starting time and the project signing time in the new project information.
The working principle of the technical scheme is as follows: first of all, the first step is to, the salesperson uploads and updates the business processing conditions of the prepared client in real time after receiving the reminding; then, acquiring new project information corresponding to the preparation client from the project information uploaded and updated by the salesperson; and finally, extracting the project starting time and the project signing time in the new project information, and performing self-adaptive adjustment on the set preparation time interval through the project starting time and the project signing time in the new project information.
The effect of the above technical scheme is: through the mode and the formula, the preparation time interval of the client for realizing the new transaction item of the next sales cycle can be adjusted by combining the new item information, so that the self-adaptive adjustment and the adjustment accuracy of the preparation cycle are improved.
It will be apparent to those skilled in the art that various changes and modifications may be made in the present invention without departing from the spirit and scope of the invention. Thus, if such modifications and variations of the present invention fall within the scope of the claims of the present invention and their equivalents, the present invention is also intended to include such modifications and variations.
Claims (8)
1. An enterprise management information system integration system, comprising:
the system comprises an uploading module, a transaction processing module and a transaction processing module, wherein the uploading module is used for uploading and updating customer information and project information of each project corresponding to each customer by all salesmen on the enterprise management information system integrated system, and the project information comprises the number of finished transaction projects, sold products, product volume, transaction unit price, transaction amount, project starting time, project signing time and transaction finishing time;
the setting module is used for setting the preparation period of the next sales cycle corresponding to each customer through the item information corresponding to the customer;
the reminding module is used for setting a plurality of reminding time periods according to the preparation time period and initiating reminding to the sales staff at the corresponding moment of the starting time point of each reminding time period and the ending time point of the preparation time period;
the condition acquisition module is used for uploading and updating the service processing condition of the prepared client in real time after the salesperson receives the prompt;
the self-adaptive adjusting module is used for carrying out self-adaptive adjustment on the next preparation time interval of each item of each client according to the item establishing condition;
the setting module includes:
the forecasting module is used for acquiring customers with the transaction item quantity exceeding two item quantities according to the item information of each customer uploaded and updated by the salesman, and taking the customers with the transaction item quantity exceeding two item quantities as forecasting customers;
a preparation period setting module, configured to extract a project start time and a project contract time of each project from the project information of the predicted client, and set a preparation period by using the project start time and the project contract time;
wherein a start time point and an end time point of the preparation period are obtained by the following formula:
wherein, T a A start time point representing a preparation period; t is b A termination time point indicating a preparatory period; t represents the deadline of the current latest traded item; n represents the number of interval periods between the item starting time of each completed transaction item in the current completed transaction items; t is i Representing the interval duration days corresponding to the ith interval period; α represents an adjustment coefficient; t is j Indicating the interval duration from the project starting time of the jth transacted project to the project signing time; c represents the number of the traded items, wherein the interval duration from the item starting time to the item signing time is less than the average value of the interval durations from the item starting time to the item signing time in the number of all the traded items.
2. The system of claim 1, wherein the reminder module comprises:
the time length obtaining module is used for obtaining the time length corresponding to the preparation time interval of the next sale period corresponding to each preparation client;
and the time interval division module is used for setting a first reminding time interval, a second reminding time interval and a third reminding time interval according to the time length and a reminding time interval distribution principle.
3. The system of claim 2, wherein the reminder period assignment rule is:
the time length corresponding to the first reminding time period takes the starting date of the preparation time period as a starting time point, and the time length of the first reminding time period is 0.3T, wherein T represents the time length corresponding to the preparation time period;
the time length of the second reminding time interval is 0.4T after the first reminding time interval is ended, wherein T represents the time length corresponding to the preparation time interval;
the time length of the third reminding time interval is 0.3T after the first reminding time interval is ended, wherein T represents the time length corresponding to the preparation time interval;
and the value taking modes of the first reminding time interval and the second reminding time interval are rounded upwards.
4. The system of claim 1, wherein the adaptive adjustment module comprises:
the information acquisition module is used for acquiring newly-built project information corresponding to the preparation client from the project information uploaded and updated by the salesperson;
and the extraction and adjustment module is used for extracting the project starting time and the project signing time in the newly-built project information and performing self-adaptive adjustment on the set preparation time interval through the project starting time and the project signing time in the newly-built project information.
5. An enterprise management information system integration method, characterized in that the enterprise management information system integration method comprises:
all salesmen upload and update customer information and project information of each project corresponding to each customer on the enterprise management information system integrated system, wherein the project information comprises the number of finished transaction projects, sold products, product volume, transaction unit price, transaction amount, project starting time, project signing time and transaction completion time;
setting a preparation period of a next sale period corresponding to each customer through the item information corresponding to the customer;
setting a plurality of reminding time periods according to the preparation time period, and initiating reminding to sales personnel at the corresponding moment of the starting time point of each reminding time period and the ending time point of the preparation time period;
the salesperson uploads and updates the business processing conditions of the prepared client in real time after receiving the reminding;
carrying out self-adaptive adjustment on the next preparation time interval of each item of each client according to the item establishment condition;
setting a preparation period of a next sales cycle corresponding to each customer through project information corresponding to the customer, including:
according to the item information of each client uploaded and updated by the salesman, acquiring clients with the transaction item number exceeding two item numbers, and taking the clients with the transaction item number exceeding two item numbers as predicted clients;
extracting project starting time and project signing time of each project from project information of the predicted client, and setting a preparation period by using the project starting time and the project signing time;
wherein a start time point and an end time point of the preparation period are obtained by the following formula:
wherein, T a A start time point representing a preparation period; t is b A termination time point indicating a preparatory period; t represents the deadline of the current latest traded item; n represents the number of interval periods between the item starting time of each completed transaction item in the current completed transaction items; t is i Representing the interval duration days corresponding to the ith interval period; α represents an adjustment coefficient; t is j Indicating the interval duration from the item starting time of the jth transacted item to the item signing time; c represents the number of the traded items, wherein the interval duration from the item starting time to the item signing time is less than the average value of the interval durations from the item starting time to the item signing time in the number of all the traded items.
6. The enterprise management information system integration method according to claim 5, wherein a plurality of reminding time periods are set according to the preparation period, and a reminder is initiated to a salesperson at a time corresponding to a starting time point of each reminding time period and an ending time point of the preparation period, and the method comprises:
acquiring the time length corresponding to the preparation time interval of the next sale period corresponding to each preparation client;
and setting a first reminding time interval, a second reminding time interval and a third reminding time interval according to the time length and a reminding time interval distribution principle.
7. The method of claim 6, wherein the reminder period allocation rule is:
the time length corresponding to the first reminding time period takes the starting date of the preparation time period as a starting time point, and the time length of the first reminding time period is 0.3T, wherein T represents the time length corresponding to the preparation time period;
the time length of the second reminding time interval is 0.4T after the first reminding time interval is ended, wherein T represents the time length corresponding to the preparation time interval;
the time length of the third reminding time interval is 0.3T after the first reminding time interval is ended, wherein T represents the time length corresponding to the preparation time interval;
and the value taking modes of the first reminding time interval and the second reminding time interval are rounded upwards.
8. The method of claim 5, wherein adaptively adjusting the next preparation period for each item of each client according to the item build condition comprises:
the salesperson uploads and updates the business processing conditions of the prepared client in real time after receiving the reminding;
acquiring new project information corresponding to the preparation client from the project information uploaded and updated by the salesperson;
and extracting the project starting time and the project signing time in the new project information, and performing self-adaptive adjustment on the set preparation time interval through the project starting time and the project signing time in the new project information.
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