CN115062971A - Sales lead distribution method and system - Google Patents

Sales lead distribution method and system Download PDF

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CN115062971A
CN115062971A CN202210678267.0A CN202210678267A CN115062971A CN 115062971 A CN115062971 A CN 115062971A CN 202210678267 A CN202210678267 A CN 202210678267A CN 115062971 A CN115062971 A CN 115062971A
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sales lead
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赵云桥
王明怀
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Ufida Automotive Information Technology Shanghai Co ltd
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    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
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    • GPHYSICS
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    • G06Q10/063Operations research, analysis or management
    • G06Q10/0631Resource planning, allocation, distributing or scheduling for enterprises or organisations
    • G06Q10/06311Scheduling, planning or task assignment for a person or group
    • G06Q10/063118Staff planning in a project environment
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
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    • G06Q30/01Customer relationship services
    • G06Q30/012Providing warranty services

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Abstract

The invention provides a sales lead distribution method and a sales lead distribution system, wherein the sales lead distribution method comprises the following steps: correspondingly generating a sales lead label for each obtained sales lead and dividing the sales lead label into priority; calculating the matching degree of each sales lead and each processing person according to the sales lead label; and carrying out sales lead distribution according to the priority and the matching degree. The application carries out the mark of label and the division of priority through carrying out sales thread for sales thread's distribution is more reasonable, can according to actual conditions, and the maximize promotes the adaptation degree of issuing of sales thread, has carried out the quantization to treatment staff's treatment effeciency and advantage point, with this treatment effeciency that has promoted the sales thread, has promoted the rate of friendship.

Description

Sales lead distribution method and system
Technical Field
The invention relates to the technical field of computers, in particular to a sales lead distribution method and system.
Background
The traditional distribution mechanism of the sales leads in the automobile industry is generally issued to a 4S store from a host factory according to areas, and manually distributed to corresponding processing personnel by a person in charge of the 4S store, and then the processing personnel perform a series of operations such as cleaning, follow-up, battle failure and the like on the issued leads. However, due to the uneven abilities of the management personnel and the non-uniform KPI standards of the processing personnel, the effective clue loss rate of the automobile host factory is improved, and the clue processing efficiency of the personnel is reduced. In addition, the inefficient clue processing can cause a great deal of loss of potential car-purchasing users, which can affect the sales volume of the car. The existing task allocation mode has strong subjectivity, can not stimulate the working enthusiasm of business personnel, can not ensure the fairness of allocation, and has great promotion space for 4S stores and automobile host factories.
Therefore, how to provide a scheme for automatically allocating threads according to actual situations to improve the adaptation degree of thread delivery is an urgent problem to be solved at present.
Disclosure of Invention
In order to solve the above technical problem, a first aspect of the present invention provides a sales lead allocation method.
The second aspect of the invention also provides a sales lead distribution system.
The third aspect of the present invention also provides a sales lead distribution system.
The fourth aspect of the present invention also proposes a readable storage medium.
In view of the above, the first aspect of the present invention provides a method for distributing sales leads, comprising: correspondingly generating a sales lead label for each obtained sales lead and dividing the sales lead label into priority; calculating the matching degree of each sales lead and each processing person according to the sales lead label; and carrying out sales lead distribution according to the priority and the matching degree.
According to the sales lead distribution method provided by the invention, sales leads from various different sources are obtained, for example, the sales leads are obtained from APP data, questionnaires and the like. And then generating a sales lead label for each sales lead, wherein the sales lead label can embody the information of the source, the region, the vehicle type, the customer group and the like of the sales lead so as to be convenient for subsequent lead distribution according to the label corresponding to each lead. At the same time, each sales lead needs to be prioritized to differentiate the importance of the sales lead according to priority. The higher priority thread is the more important, i.e. the more useful the thread is for the processing staff, the more likely it is that an order is completed according to the thread. Because the ability of each person is different, each person also has the respective good aspects, for example, some persons are good at dealing with middle-aged customers, the deal rate is higher when dealing with middle-aged customers, some persons are good at dealing with young customers, and the deal rate is higher when dealing with young customers, so that the treatment effect of different persons on different leads is different, and the matching degree of each lead and the person is calculated according to the lead label, the person most suitable for treating the lead can be determined according to the matching degree, for example, the information contained in the lead label indicates the Beijing area where the lead belongs, the customer is marked as a middle-aged group, the source is the lead obtained through questionnaire, the vehicle model is a certain brand, and the lead is distributed to the person most good at treating the type of lead, the processing efficiency of the sales leads can be improved. And then, the sales leads are distributed according to the priority and the matching degree of the sales leads, as the leads with higher priority are more useful for the processing personnel, and the matching degree between the sales leads and the processing personnel is higher, the processing efficiency of the sales leads is higher, so that the adaptation degree issued by the leads is maximally improved, the loss of potential customers is avoided, and the transaction rate is improved. The application carries out the mark of label and the division of priority through carrying out sales thread for sales thread's distribution is more reasonable, can according to actual conditions, and the maximize promotes the adaptation degree of issuing of sales thread, has carried out the quantization to treatment staff's treatment effeciency and advantage point, with this treatment effeciency that has promoted the sales thread, has promoted the rate of friendship.
In addition, the sales lead allocation method in the above technical solution provided by the present invention may further have the following additional technical features:
in the above technical solution, before calculating the matching degree between each lead and each processing person according to the lead tag, the method further includes: and filtering each acquired sales clue by analyzing the user behavior data, the accuracy of the sales clue and the user-related information in the database so as to eliminate useless clues.
In the technical scheme, sales clue filtering is carried out through user behavior analysis, sales clue accuracy analysis and user related information comparison analysis in a database, and specifically, the car-purchasing intention of the user can be judged according to the frequency of the user logging in the car-purchasing software, the browsing duration, whether the behaviors of repeatedly changing the color, the model and the like exist during money selection, when the user frequently logs in and browses a product for a long time, and repeatedly selects the color model and the like, the fact that the client has purchasing intention can be shown, if the customer logs in the software only occasionally, and logs out of the software at any glance, the purchase intention of the user is not strong, and the sales lead of the user can be judged as useless, because even if subsequent follow-up such as telephone communication is carried out, the user is not likely to place an order, but rather delays follow-up to other interested customers. Meanwhile, the accuracy of the sales lead can be analyzed according to whether the information provided by the user is accurate or not, for example, when the place where the user stays for a long time is Beijing, and the user fills in the lead corresponding to the user as information to be randomly filled in the south of Hainan without purchasing intention, the lead is useless information. The comparison and analysis of the user-related information in the relevant database can leave sales clues for the same user in multiple ways, and the multiple clues are all repetitive clues, only one clue can be processed at the moment, and the rest repetitive clues are useless clues, so that the useless clues in the sales clues are filtered, and the processing efficiency of the sales clues is improved.
In the above technical solution, before the distribution of sales leads according to the priority and the matching degree, the method further includes: determining the distribution quantity of sales leads of each processing person according to the weight of each processing person; the distribution of sales leads is carried out according to the priority and the matching degree, and the distribution of sales leads specifically comprises the following steps: and carrying out sales lead distribution according to the priority, the matching degree and the sales lead distribution quantity of each processor.
In the technical scheme, the weights of the processing personnel are acquired to determine the distribution quantity of the sales leads according to the weights of the processing personnel, for example, the management personnel endow different processing personnel with different weights according to the efficiency of the different processing personnel for processing the sales leads, the processing efficiency of the processing personnel is faster, the processing personnel is distributed with more sales leads according to higher weights, and reasonable distribution of the sales leads is carried out according to the working capacity gap of the individual.
In the above technical solution, the step of generating a sales thread tag corresponding to each obtained sales thread and prioritizing the sales thread includes: and correspondingly generating a sales lead label for each obtained sales lead by analyzing the user behavior data, the accuracy of the sales lead and the user related information in the database and dividing the priority.
According to the technical scheme, a sales lead label is generated and prioritized correspondingly to each obtained sales lead through user behavior analysis, sales lead accuracy analysis and user related information comparison in a database, specifically, the car purchasing intention of a user can be judged through the frequency of logging in car purchasing software of the user, browsing duration, whether the user repeatedly changes colors and models during money selection, when the user frequently logs in and browses a product for a long time, and repeatedly selects the color and the model, the fact that the user has the purchasing intention can be shown, the clues are classified into high priorities, the APP logged in by the user is a source of the sales leads, the clues selected by the user, information such as the address of the user is labeled and used as the sales tags, and matching degree calculation of processing personnel is conveniently carried out according to the tags. Meanwhile, the accuracy of the sales lead can be analyzed according to the accuracy of the information provided by the user, and the higher the fit degree of the information filled by the user and the actual information is, the more effective the sales lead is, and the higher the priority is. The comparison and analysis of the user related information in the relevant database can be used for performing functional judgment on whether the relatives and friends of a certain user are worth following according to the historical purchase records of the user, when the purchase process of the certain user is very smooth, the relatives and friends of the certain user are also likely to be potential users, potential customers are searched according to the relationship network and the historical records of the certain user, the possibility of purchasing the relatives and friends can be judged according to the customer information, the priority level is determined according to the possibility, and the priority level division of sales clues is completed.
In the above technical solution, the user behavior data includes one or more of user activity, user page browsing duration, and user revision frequency; the sales lead accuracy comprises one or more of customer retention information accuracy and matching degree of the customer and the lead information; the user-related information in the database comprises one or more of user historical clue processing records and user relationship network analysis data.
According to the technical scheme, the car purchasing intention of the user is judged by judging whether behaviors such as color, model and the like are repeatedly changed or not during the process of registering and purchasing software of the user, when the user frequently registers and browses a product for a long time, the user repeatedly selects the color model and the like, the fact that the user has the car purchasing intention can be shown, the clue is divided into high priority, the APP registered by the user is a source of sales clues, the car model selected by the user, information such as the address of the user and the like are marked to serve as a label of the sales clue, and therefore the matching degree of processing personnel can be calculated according to the label subsequently. However, if the client logs in the software only occasionally and logs out of the software at any glance, the purchase intention of the user is not strong, and the sales clue of the user can be judged as useless clues at the moment, because the possibility of ordering by the user is not high even if subsequent follow-up such as telephone communication is carried out, and the follow-up of other intentional clients is delayed. Whether the relatives and the friends of a certain user are worth following is judged according to the historical purchase records of the user, when the purchase process of the certain user is very smooth, the relatives and the friends of the certain user are also likely to be potential users, potential customers are searched according to the relationship network and the historical records of the certain user, the possibility of purchasing the relatives and the friends can be judged according to the customer information, the priority level is determined according to the possibility, and the priority level division of sales clues is completed. The accuracy analysis of the sales lead is carried out according to the accuracy degree of the information provided by the user, and the higher the fit degree of the information filled by the user and the actual information is, the more effective the sales lead is, and the priority is higher. Meanwhile, the accuracy of the sales clues can be analyzed according to whether the information provided by the user is accurate or not, for example, when the place where the user stays for a long time is Beijing, the user fills in the clues corresponding to the user as information which is to be randomly filled in the clues without purchasing intention in Hainan, and the clue is useless information. The comparison and analysis of the user-related information in the relevant database can leave sales clues for the same user in multiple ways, and the multiple clues are all repetitive clues, only one clue can be processed at the moment, and the rest repetitive clues are useless clues, so that the useless clues in the sales clues are filtered, and the processing efficiency of the sales clues is improved.
In the above technical solution, the step of calculating the matching degree between each sales lead and each processing person according to the sales lead tag specifically includes: acquiring pre-stored treating staff tags corresponding to the treating staff; calculating the matching degree of each sales lead and each processing person according to the sales lead label and the processing person label; the sales lead label comprises one or more information of the region, the customer group, the vehicle type and the sales lead source, and the processor label comprises one or more information of the region, the customer group, the vehicle type, the sales lead source and the sales lead processing efficiency.
In the technical scheme, the pre-stored tag of the processing personnel corresponding to each processing personnel is acquired, so that the matching degree calculation is performed according to the tag of the processing personnel and the tag of the sales thread, and due to different sales threads which are handled by each processing personnel, the matching degree between the sales thread and each processing personnel can be calculated according to the information of the region, the group of the client, the model of the vehicle, the sales thread from different sources and the sales thread processing efficiency of the processing personnel which are handled by each processing personnel in advance, so that the distribution of the sales thread is more reasonable, and the processing efficiency of the sales thread is improved.
In the above technical solution, the step of determining the sales lead allocation number of each processing person according to the weight specifically includes: determining the sales lead distribution quantity of each processing person according to the weight, wherein the sales lead quantity distributed to the processing person from high to low is gradually decreased according to the preset quantity grade.
In the technical scheme, the number of the sales leads distributed to the processing human eyes is determined from high to low through the weight of the processing personnel, when the weight of the processing personnel is high, the processing efficiency of the processing personnel on the sales leads is higher, more leads can be processed in the same time, more sales leads are distributed to the processing personnel, meanwhile, the number of the sales leads corresponding to different weights can be preset for determining the specific number, the sales leads are reasonably distributed according to the processing speed of the individual, and the adaptive degree of the issuing of the leads is maximally improved according to the actual situation.
In the above technical solution, the step of performing sales lead assignment according to priority and matching degree specifically includes: and carrying out sales lead distribution according to the priority and the matching degree, wherein the sales leads are distributed from high to low in sequence according to the priority, and the sales leads are distributed from high to low according to the matching degree.
In the technical scheme, the sales clues are distributed in a mode of from high priority to low priority and from high matching degree to low matching degree, so that clues with higher priority are distributed preferentially, namely clues with stronger purchasing intention of customers, and clues with higher matching degree are distributed preferentially, so that the processing efficiency of clues is improved.
In the above technical solution, the sales lead allocation method further includes: when the sales lead is rejected for the first time, the sales lead which is rejected for the first time is reassigned to other processing personnel according to the priority and the matching degree by receiving the sales lead reassignment signal; when the sales lead is rejected for the second time, putting the rejected sales lead for the second time into the public pool; the second rejected lead in the common pool is assigned to the corresponding processing person by receiving a designation assignment signal.
In the technical scheme, the next distribution process is carried out according to whether the sales lead is rejected, specifically, a processing person has the right to reject the distributed sales lead, but needs to be approved by a management person, the processing person initiates a rejection request, if the management person does not agree, the lead is continuously processed by the processing person, if the management person agrees, the lead is redistributed to other processing persons, if the processing person for the second distribution still initiates the request for rejecting the lead, if the management person disagrees, the lead is continuously processed by the processing person, and if the management person agrees, the lead is released to a public pool to be manually distributed. The manager manually assigns a sales lead in the common pool when the handler who is designated to receive the lead cannot reject the lead. The number of sales lead rejection times is limited, for example, each person can reject five times per month, so that the functions of secondary selection and adaptation are added on the basis of automatic allocation. This functionality not only improves the accuracy of subsequent assignment functions, but also increases the operability of the thread assignment function. Meanwhile, the information distributed to the processing personnel is not communicated with each other, so that balance is carried out on parallel routes of data isolation and data intercommunication, and function loss and use inconvenience caused by a single scheme are avoided.
A second aspect of the invention provides a lead distribution system comprising: the processing module is used for correspondingly generating a sales lead label for each obtained sales lead and dividing the sales lead label into priority; the calculation module is used for calculating the matching degree of each sales lead and each processing person according to the sales lead label; and the distribution module is used for distributing sales leads according to the priority and the matching degree.
The sales lead distribution system provided by the technical scheme of the invention comprises a processing module, a calculation module and a distribution module. The processing module is used for correspondingly generating sales lead labels and dividing priorities for each acquired sales lead; the calculation module is used for calculating the matching degree of each sales lead and each processing person according to the sales lead label; and the distribution module is used for distributing sales leads according to the priority and the matching degree. Meanwhile, according to the sales lead allocation system provided by the technical solution of the present invention, since it is used to implement the steps of the sales lead allocation method provided by the first aspect of the present invention, the sales lead allocation system has all the technical effects of the sales lead allocation method, and details thereof are not repeated herein.
In the above technical solution, the processing module is further configured to: and filtering each acquired sales clue by analyzing the user behavior data, the accuracy of the sales clue and the user-related information in the database so as to eliminate useless clues.
In the technical scheme, sales clue filtering is carried out through user behavior analysis, sales clue accuracy analysis and user related information comparison analysis in a database, and specifically, the car-purchasing intention of the user can be judged according to the frequency of the user logging in the car-purchasing software, the browsing duration, whether the behaviors of repeatedly changing the color, the model and the like exist during money selection, when the user frequently logs in and browses a product for a long time, and repeatedly selects the color model and the like, the fact that the client has purchasing intention can be shown, if the customer logs in the software only occasionally, and logs out of the software at any glance, the purchase intention of the user is not strong, and the sales lead of the user can be judged as useless, because even if subsequent follow-up such as telephone communication is carried out, the user is not likely to place an order, but delays follow-up for other intended customers. Meanwhile, the accuracy of the sales lead can be analyzed according to whether the information provided by the user is accurate or not, for example, when the place where the user stays for a long time is Beijing, and the user fills in the lead corresponding to the user as information to be randomly filled in the south of Hainan without purchasing intention, the lead is useless information. The comparison and analysis of the user-related information in the relevant database can leave sales clues for the same user in multiple ways, and the multiple clues are all repetitive clues, only one clue can be processed at the moment, and the rest repetitive clues are useless clues, so that the useless clues in the sales clues are filtered, and the processing efficiency of the sales clues is improved.
In the above technical solution, the calculation module is further configured to: determining the distribution quantity of sales leads of each processing person according to the weight of each processing person; the distribution of sales leads is carried out according to the priority and the matching degree, and the distribution of sales leads specifically comprises the following steps: and carrying out sales lead distribution according to the priority, the matching degree and the sales lead distribution quantity of each processor.
In the technical scheme, the weights of the processing personnel are acquired to determine the distribution quantity of the sales leads according to the weights of the processing personnel, for example, the management personnel endow different processing personnel with different weights according to the efficiency of the different processing personnel for processing the sales leads, the processing efficiency of the processing personnel is faster, the processing personnel is distributed with more sales leads according to higher weights, and reasonable distribution of the sales leads is carried out according to the working capacity gap of the individual.
In the above technical solution, the processing module is specifically configured to: and correspondingly generating a sales lead label for each obtained sales lead by analyzing the user behavior data, the accuracy of the sales lead and the user related information in the database and dividing the priority.
According to the technical scheme, a sales lead label is generated and prioritized correspondingly to each obtained sales lead through user behavior analysis, sales lead accuracy analysis and user related information comparison in a database, specifically, the car purchasing intention of a user can be judged through the frequency of logging in car purchasing software of the user, browsing duration, whether the user repeatedly changes colors and models during money selection, when the user frequently logs in and browses a product for a long time, and repeatedly selects the color and the model, the fact that the user has the purchasing intention can be shown, the clues are classified into high priorities, the APP logged in by the user is a source of the sales leads, the clues selected by the user, information such as the address of the user is labeled and used as the sales tags, and matching degree calculation of processing personnel is conveniently carried out according to the tags. Meanwhile, the accuracy of the sales lead can be analyzed according to the accuracy of the information provided by the user, and the higher the fit degree of the information filled by the user and the actual information is, the more effective the sales lead is, and the higher the priority is. The comparison and analysis of the user related information in the relevant database can be used for performing functional judgment on whether the relatives and friends of a certain user are worth following according to the historical purchase records of the user, when the purchase process of the certain user is very smooth, the relatives and friends of the certain user are also likely to be potential users, potential customers are searched according to the relationship network and the historical records of the certain user, the possibility of purchasing the relatives and friends can be judged according to the customer information, the priority level is determined according to the possibility, and the priority level division of sales clues is completed.
In the technical scheme, the user behavior data comprises one or more of user activity, user page browsing duration and user revision frequency; the sales lead accuracy comprises one or more of client remaining information accuracy and matching degree of the client and the lead information; the user-related information in the database comprises one or more of user historical clue processing records and user relationship network analysis data.
According to the technical scheme, the car purchasing intention of the user is judged by judging whether behaviors such as color, model and the like are repeatedly changed or not during the process of registering and purchasing software of the user, when the user frequently registers and browses a product for a long time, the user repeatedly selects the color model and the like, the fact that the user has the car purchasing intention can be shown, the clue is divided into high priority, the APP registered by the user is a source of sales clues, the car model selected by the user, information such as the address of the user and the like are marked to serve as a label of the sales clue, and therefore the matching degree of processing personnel can be calculated according to the label subsequently. If the client only logs in the software occasionally, the client logs out of the software at any time, the purchasing intention of the client is not strong, and the sales clue of the client can be judged as a useless clue at the moment, because the possibility that the client places an order is not high even if subsequent follow-up such as telephone communication is carried out, and the follow-up of other clients with intentions is delayed. Whether the relatives and the friends of a certain user are worth following is judged according to the historical purchase records of the user, when the purchase process of the certain user is very smooth, the relatives and the friends of the certain user are also likely to be potential users, potential customers are searched according to the relationship network and the historical records of the certain user, the possibility of purchasing the relatives and the friends can be judged according to the customer information, the priority level is determined according to the possibility, and the priority level division of sales clues is completed. The accuracy analysis of the sales lead is carried out according to the accuracy degree of the information provided by the user, and the higher the fit degree of the information filled by the user and the actual information is, the more effective the sales lead is, and the priority is higher. Meanwhile, the accuracy of the sales lead can be analyzed according to whether the information provided by the user is accurate or not, for example, when the place where the user stays for a long time is Beijing, and the user fills in the lead corresponding to the user as information to be randomly filled in the south of Hainan without purchasing intention, the lead is useless information. The comparison and analysis of the user-related information in the relevant database can leave sales clues for the same user in multiple ways, and the multiple clues are all repetitive clues, only one clue can be processed at the moment, and the rest repetitive clues are useless clues, so that the useless clues in the sales clues are filtered, and the processing efficiency of the sales clues is improved.
In the above technical solution, the calculation module is specifically configured to: acquiring pre-stored treating staff tags corresponding to the treating staff; calculating the matching degree of each sales lead and each processing person according to the sales lead label and the processing person label; the sales lead label comprises one or more information of the region, the customer group, the vehicle type and the sales lead source, and the processor label comprises one or more information of the region, the customer group, the vehicle type, the sales lead source and the sales lead processing efficiency.
In the technical scheme, the pre-stored tag of the processing personnel corresponding to each processing personnel is acquired, so that the matching degree calculation is performed according to the tag of the processing personnel and the tag of the sales thread, and due to different sales threads which are handled by each processing personnel, the matching degree between the sales thread and each processing personnel can be calculated according to the information of the region, the group of the client, the model of the vehicle, the sales thread from different sources and the sales thread processing efficiency of the processing personnel which are handled by each processing personnel in advance, so that the distribution of the sales thread is more reasonable, and the processing efficiency of the sales thread is improved.
In the foregoing technical solution, the calculating module is further specifically configured to: determining the sales lead distribution quantity of each processing person according to the weight, wherein the sales lead quantity distributed to the processing person from high to low is gradually decreased according to the preset quantity grade.
In the technical scheme, the number of the sales leads distributed to the processing human eyes is determined from high to low through the weight of the processing personnel, when the weight of the processing personnel is high, the processing efficiency of the processing personnel on the sales leads is higher, more leads can be processed in the same time, more sales leads are distributed to the processing personnel, meanwhile, the number of the sales leads corresponding to different weights can be preset for determining the specific number, the sales leads are reasonably distributed according to the processing speed of the individual, and the adaptive degree of the issuing of the leads is maximally improved according to the actual situation.
In the above technical solution, the allocation module is specifically configured to: and carrying out sales lead distribution according to the priority and the matching degree, wherein the sales leads are distributed from high to low in sequence according to the priority, and the sales leads are distributed from high to low according to the matching degree.
In the technical scheme, the sales clues are distributed in a mode that the priorities are from high to low and the matching degrees are from high to low, so that clues with higher priorities are distributed preferentially, namely clues with stronger purchasing intentions of customers, and clues with higher matching degrees are distributed preferentially, so that the processing efficiency of the clues is improved.
In the above technical solution, the sales lead distribution system further includes: the reassignment module is used for receiving a sales lead reassignment signal when the sales lead is rejected for the first time, and reassigning the sales lead rejected for the first time to other processing personnel according to the priority and the matching degree; when the sales lead is rejected for the second time, putting the rejected sales lead for the second time into the public pool; the second rejected lead in the common pool is assigned to the corresponding processing person by receiving a designation assignment signal.
In the technical scheme, the next distribution process is carried out according to whether the sales lead is rejected, specifically, a processing person has the right to reject the distributed sales lead, but needs to be approved by a management person, the processing person initiates a rejection request, if the management person does not agree, the lead is continuously processed by the processing person, if the management person agrees, the lead is redistributed to other processing persons, if the processing person for the second distribution still initiates the request for rejecting the lead, if the management person disagrees, the lead is continuously processed by the processing person, and if the management person agrees, the lead is released to a public pool to be manually distributed. The manager manually assigns a sales lead in the common pool when the handler who is designated to receive the lead cannot reject the lead. The number of times of sales lead rejection is limited, for example, each person can reject five times per month, and thus, on the basis of automatic allocation, the functions of secondary selection and adaptation are added. This functionality not only improves the accuracy of subsequent assignment functions, but also increases the operability of the thread assignment function. Meanwhile, the information distributed to the processing personnel is not communicated with each other, so that balance is carried out on parallel routes of data isolation and data intercommunication, and function loss and use inconvenience caused by a single scheme are avoided.
A third aspect of the present invention provides a sales lead allocation system, comprising a memory and a processor, wherein the memory stores a program or instructions executable on the processor, and the program or instructions, when executed by the processor, implement the steps of the sales lead allocation method according to any of the above aspects.
According to the technical scheme of the invention, the sales lead distribution system comprises a memory, a processor and a program which is stored on the memory and can run on the processor, and the steps defined by any of the sales lead distribution methods are realized when the program is executed by the processor. Meanwhile, the sales lead distribution system of the present application can realize the steps defined by any of the sales lead distribution methods, so the sales lead distribution system provided by the present technical solution has all the beneficial effects of the sales lead distribution method provided by any of the technical solutions.
A fourth aspect of the present invention provides a readable storage medium, on which a program and/or instructions are stored, the program and/or instructions, when executed by a processor, implement the steps of the sales lead allocation method according to any of the above-mentioned embodiments.
According to the readable storage medium provided by the technical solution of the present invention, since the program and/or the instructions stored thereon are executed by the processor to implement the steps of the sales lead allocating method in any of the above technical solutions, all the beneficial technical effects of the sales lead allocating method are achieved, and are not described herein again.
Additional aspects and advantages of the invention will be set forth in part in the description which follows, and in part will be obvious from the description, or may be learned by practice of the invention.
Drawings
The above and/or additional aspects and advantages of the present invention will become apparent and readily appreciated from the following description of the embodiments, taken in conjunction with the accompanying drawings of which:
FIG. 1 is a flow diagram of a sales lead assignment method according to an embodiment of the present invention;
FIG. 2 is a block diagram of a sales lead distribution system according to an embodiment of the present invention;
FIG. 3 is a block diagram of a sales lead distribution system according to an embodiment of the present invention;
fig. 4 is a flow chart illustrating a sales lead assignment method according to another embodiment of the present invention.
Wherein, the correspondence between the reference numbers and the component names in fig. 2 and 3 is:
200 sales lead assignment system, 202 processing module, 204 calculation module, 206 assignment module, 300 sales lead assignment system, 302 memory, 304 processor.
Detailed Description
In order that the above objects, features and advantages of the present invention can be more clearly understood, a more particular description of the invention will be rendered by reference to the appended drawings. It should be noted that the embodiments and features of the embodiments of the present application may be combined with each other without conflict.
In the following description, numerous specific details are set forth in order to provide a thorough understanding of the present invention, however, the present invention may be practiced in other ways than those specifically described herein, and therefore the scope of the present invention is not limited by the specific embodiments disclosed below.
Sales lead assignment methods and systems in some embodiments of the invention are described below with reference to fig. 1-4.
An embodiment of the first aspect of the present invention provides a method for assigning sales leads, as shown in fig. 1, including:
s102, generating a sales lead label corresponding to each obtained sales lead and dividing the sales lead label into priority;
s104, calculating the matching degree of each sales lead and each processing person according to the sales lead label;
and S106, distributing sales leads according to the priority and the matching degree.
According to the method for distributing sales leads provided by the embodiment, sales leads from various sources are obtained, for example, from APP data, questionnaires, and the like. And then generating a sales lead label for each sales lead, wherein the sales lead label can embody the information of the source, the region, the vehicle type, the customer group and the like of the sales lead so as to be convenient for subsequent lead distribution according to the label corresponding to each lead. At the same time, each sales lead needs to be prioritized to differentiate the importance of the sales lead according to priority. The higher priority thread is the more important, i.e. the more useful the thread is for the processing staff, the more likely it is that an order is completed according to the thread. Because the ability of each person is different, each person also has the respective good aspects, for example, some persons are good at dealing with middle-aged customers, the deal rate is higher when dealing with middle-aged customers, some persons are good at dealing with young customers, and the deal rate is higher when dealing with young customers, so that the treatment effect of different persons on different leads is different, and the matching degree of each lead and the person is calculated according to the lead label, the person most suitable for treating the lead can be determined according to the matching degree, for example, the information contained in the lead label indicates the Beijing area where the lead belongs, the customer is marked as a middle-aged group, the source is the lead obtained through questionnaire, the vehicle model is a certain brand, and the lead is distributed to the person most good at treating the type of lead, the processing efficiency of the sales leads can be improved. And then, the sales leads are distributed according to the priority and the matching degree of the sales leads, as the leads with higher priority are more useful for the processing personnel, and the matching degree between the sales leads and the processing personnel is higher, the processing efficiency of the sales leads is higher, so that the adaptation degree issued by the leads is maximally improved, the loss of potential customers is avoided, and the transaction rate is improved. The application carries out the mark of label and the division of priority to selling the clue for selling distribution of clue is more reasonable, can promote the adaptation degree of issuing of selling the clue according to actual conditions, and the processing efficiency and the dominant point to the treatment personnel have carried out the quantization, have promoted the processing efficiency of selling the clue with this, have promoted the rate of friendship.
In the above embodiment, before calculating the matching degree of each sales lead with each processing person according to the sales lead tag, the method further includes: and filtering each acquired sales clue by analyzing the user behavior data, the accuracy of the sales clue and the user-related information in the database so as to eliminate useless clues.
In this embodiment, sales lead filtering is performed by user behavior analysis, sales lead accuracy analysis, and user-related information comparison analysis in the database, specifically, the car-purchasing intention of the user can be judged according to the frequency of the user logging in the car-purchasing software, the browsing duration, whether the behaviors of repeatedly changing the color, the model and the like exist during money selection, when the user frequently logs in and browses a product for a long time, and repeatedly selects the color model and the like, the fact that the client has purchasing intention can be shown, if the customer logs in the software only occasionally, and logs out of the software at any glance, the purchase intention of the user is not strong, and the sales lead of the user can be judged as useless, because even if subsequent follow-up such as telephone communication is carried out, the user is not likely to place an order, but rather delays follow-up to other interested customers. Meanwhile, the accuracy of the sales lead can be analyzed according to whether the information provided by the user is accurate or not, for example, when the place where the user stays for a long time is Beijing, and the user fills in the lead corresponding to the user as information to be randomly filled in the south of Hainan without purchasing intention, the lead is useless information. The comparison and analysis of the user-related information in the relevant database can leave sales clues for the same user in multiple ways, and the multiple clues are all repetitive clues, only one clue can be processed at the moment, and the rest repetitive clues are useless clues, so that the useless clues in the sales clues are filtered, and the processing efficiency of the sales clues is improved.
In the above embodiment, before the distribution of the sales leads according to the priority and the matching degree, the method further includes: determining the distribution quantity of sales leads of each processing person according to the weight of each processing person; the distribution of sales leads is carried out according to the priority and the matching degree, and the distribution of sales leads specifically comprises the following steps: and carrying out sales lead distribution according to the priority, the matching degree and the sales lead distribution quantity of each processor.
In this embodiment, the weights of the processing persons are obtained to determine the distribution number of the sales leads according to the weights of the processing persons, for example, the management person gives different weights to different processing persons according to the efficiency of the different processing persons in processing the sales leads, the processing efficiency of the sales leads is faster, and the processing persons are distributed to more sales leads according to higher weights, so that reasonable lead distribution is performed according to the working capacity gap of the persons.
In the above embodiment, the step of generating a sales lead tag and prioritizing each obtained sales lead may specifically include: and correspondingly generating a sales lead label for each obtained sales lead by analyzing the user behavior data, the accuracy of the sales lead and the user related information in the database and dividing the priority.
In the embodiment, a sales lead label is generated and prioritized correspondingly for each obtained sales lead through user behavior analysis, sales lead accuracy analysis and user-related information comparison in a database, specifically, the car purchasing intention of a user can be judged through the frequency of logging in car purchasing software of the user, browsing duration, whether the user repeatedly changes colors, models and other behaviors during money selection, when the user frequently logs in and browses a product for a long time, and repeatedly selects color models and the like, it can be stated that the customer has a purchase intention, at this time, the lead is classified into a high priority, the APP logged in by the user is a sales lead source, the vehicle type selected by the user, information such as the user address and the like are labeled to be used as the label of the sales lead, so that the matching degree of a processor can be calculated according to the label subsequently. Meanwhile, the accuracy of the sales lead can be analyzed according to the accuracy of the information provided by the user, and the higher the fit degree of the information filled by the user and the actual information is, the more effective the sales lead is, and the higher the priority is. The comparison and analysis of the user related information in the relevant database can be used for performing functional judgment on whether the relatives and friends of a certain user are worth following according to the historical purchase records of the user, when the purchase process of the certain user is very smooth, the relatives and friends of the certain user are also likely to be potential users, potential customers are searched according to the relationship network and the historical records of the certain user, the possibility of purchasing the relatives and friends can be judged according to the customer information, the priority level is determined according to the possibility, and the priority level division of sales clues is completed.
In the above embodiment, the user behavior data includes one or more of user activity, user page browsing duration, and user revision frequency; the sales lead accuracy comprises one or more of client remaining information accuracy and matching degree of the client and the lead information; the user-related information in the database comprises one or more of user historical clue processing records and user relationship network analysis data.
In the embodiment, the car purchasing intention of the user is judged by judging whether behaviors such as repeatedly changing colors and models exist during the process of registering and purchasing software of the user, when the user frequently registers and browses a product for a long time, and repeatedly selects the color and the model, the fact that the client has the purchasing intention can be shown, at the moment, the clue is divided into high priority, the APP registered by the user is a source of sales clues, the vehicle type selected by the user, information such as user addresses and the like are marked to serve as the label of the sales clue, and therefore the matching degree of processing personnel can be calculated according to the label. However, if the client logs in the software only occasionally and logs out of the software at any glance, the purchase intention of the user is not strong, and the sales clue of the user can be judged as useless clues at the moment, because the possibility of ordering by the user is not high even if subsequent follow-up such as telephone communication is carried out, and the follow-up of other intentional clients is delayed. Whether the relatives and the friends of a certain user are worth following is judged according to the historical purchase records of the user, when the purchase process of the certain user is very smooth, the relatives and the friends of the certain user are also likely to be potential users, potential customers are searched according to the relationship network and the historical records of the certain user, the possibility of purchasing the relatives and the friends can be judged according to the customer information, the priority level is determined according to the possibility, and the priority level division of sales clues is completed. The accuracy analysis of the sales lead is carried out according to the accuracy degree of the information provided by the user, and the higher the fit degree of the information filled by the user and the actual information is, the more effective the sales lead is, and the priority is higher. Meanwhile, the accuracy of the sales lead can be analyzed according to whether the information provided by the user is accurate or not, for example, when the place where the user stays for a long time is Beijing, and the user fills in the lead corresponding to the user as information to be randomly filled in the south of Hainan without purchasing intention, the lead is useless information. The comparison and analysis of the user-related information in the relevant database can leave sales clues for the same user in multiple ways, and the multiple clues are all repeated clues, only one clue can be processed at the moment, and the rest repeated clues are useless clues, so that the useless clues in the sales clues are filtered, and the processing efficiency of the sales clues is improved.
In the above embodiment, the step of calculating the matching degree between each sales lead and each processing person according to the sales lead tag specifically includes: acquiring pre-stored treating staff tags corresponding to the treating staff; calculating the matching degree of each sales lead and each processing person according to the sales lead label and the processing person label; the sales lead label comprises one or more information of the region, the customer group, the vehicle type and the sales lead source, and the processor label comprises one or more information of the region, the customer group, the vehicle type, the sales lead source and the sales lead processing efficiency.
In the embodiment, the pre-stored tag of the processing staff corresponding to each processing staff is acquired, so that the matching degree calculation is performed according to the tag of the processing staff and the tag of the sales thread, and since the sales thread which each processing staff is adept at processing is different, the matching degree between the sales thread and each processing staff can be calculated according to the information of the region, the group of the client, the model of the vehicle, the source of the sales thread, and the like in the tag of the sales thread by generating the corresponding tag according to the client group, the region, the model of the vehicle, the source of the sales thread which each processing staff is adept at processing in advance, so that the distribution of the sales thread is more reasonable, and the processing efficiency of the sales thread is improved.
In the above embodiment, the step of determining the sales lead allocation number of each processing person according to the weight specifically includes: determining the sales lead distribution quantity of each processing person according to the weight, wherein the sales lead quantity distributed to the processing person from high to low is gradually decreased according to the preset quantity grade.
In the embodiment, the number of the sales leads distributed to the processing human eyes is determined from high to low through the weight of the processing personnel, when the weight of the processing personnel is high, the processing efficiency of the processing personnel on the sales leads is higher, more leads can be processed in the same time, more sales leads are distributed to the processing personnel, meanwhile, the number of the sales leads corresponding to different weights can be preset for determining the specific number, the sales leads are reasonably distributed according to the processing speed of the individual, and the adaptive degree of issuing of the leads is maximally improved according to the actual situation.
In the above embodiment, the step of performing sales lead assignment according to the priority and the matching degree specifically includes: and carrying out sales lead distribution according to the priority and the matching degree, wherein the sales leads are distributed from high to low in sequence according to the priority, and the sales leads are distributed from high to low according to the matching degree.
In the embodiment, the sales clues are distributed in a mode that the priorities are from high to low and the matching degrees are from high to low, so that clues with higher priorities are distributed preferentially, namely clues with stronger purchasing intention of customers, and clues with higher matching degrees are distributed preferentially, so that the processing efficiency of the clues is improved.
In the above embodiment, the method for assigning sales leads further comprises: when the sales lead is rejected for the first time, the sales lead which is rejected for the first time is reassigned to other processing personnel according to the priority and the matching degree by receiving the sales lead reassignment signal; when the sales lead is rejected for the second time, putting the rejected sales lead for the second time into the public pool; the second rejected lead in the common pool is assigned to the corresponding processing person by receiving a designation assignment signal.
In this embodiment, the next distribution process is performed according to whether the sales lead is rejected, specifically, the processing staff has the right to reject the distributed sales lead, but needs to be approved by the management staff, the processing staff initiates a rejection request, if the management staff does not agree, the lead is continuously processed by the processing staff, if the management staff agrees, the lead is redistributed to other processing staff, and if the processing staff assigned for the second time still initiates a request for rejecting the lead, if the management staff disagrees, the lead is continuously processed by the processing staff, if the management staff agrees, the lead is released to the public pool to be manually distributed. The manager manually assigns a sales lead in the common pool when the handler who is designated to receive the lead cannot reject the lead. The number of times of sales lead rejection is limited, for example, each person can reject five times per month, and thus, on the basis of automatic allocation, the functions of secondary selection and adaptation are added. This functionality not only improves the accuracy of subsequent assignment functions, but also increases the operability of the thread assignment function. Meanwhile, the information distributed to the processing personnel is not communicated with each other, so that balance is carried out on parallel routes of data isolation and data intercommunication, and function loss and use inconvenience caused by a single scheme are avoided.
A second aspect of the present invention provides a sales lead distribution system 200, as shown in fig. 2, comprising: the processing module 202 is configured to generate a sales lead tag for each obtained sales lead and prioritize the sales lead tags; a calculating module 204, configured to calculate matching degrees between each sales lead and each processing person according to the sales lead tags; and the distribution module 206 is used for distributing the sales leads according to the priority and the matching degree.
A lead distribution system 200 according to an embodiment of the present invention includes a processing module 202, a calculation module 204, and a distribution module 206. The processing module 202 is configured to generate a sales lead tag for each obtained sales lead and prioritize the sales lead tags; a calculating module 204, configured to calculate matching degrees between each sales lead and each processing person according to the sales lead tags; and the distribution module 206 is used for distributing the sales leads according to the priority and the matching degree. Meanwhile, according to the sales lead allocation system provided by the embodiment of the present invention, since it is used to implement the steps of the sales lead allocation method provided by the first aspect of the present invention, the sales lead allocation system has all the technical effects of the sales lead allocation method, and details thereof are not repeated herein.
In the above embodiment, the processing module is further configured to: and filtering each acquired sales clue by analyzing the user behavior data, the accuracy of the sales clue and the user-related information in the database so as to eliminate useless clues.
In this embodiment, sales lead filtering is performed by user behavior analysis, sales lead accuracy analysis, and user-related information comparison analysis in the database, specifically, the car-purchasing intention of the user can be judged according to the frequency of the user logging in the car-purchasing software, the browsing duration, whether the behaviors of repeatedly changing the color, the model and the like exist during money selection, when the user frequently logs in and browses a product for a long time, and repeatedly selects the color model and the like, the fact that the client has purchasing intention can be shown, if the customer logs in the software only occasionally, and logs out of the software at any glance, the purchase intention of the user is not strong, and the sales lead of the user can be judged as useless, because even if subsequent follow-up such as telephone communication is carried out, the user is not likely to place an order, but rather delays follow-up to other interested customers. Meanwhile, the accuracy of the sales lead can be analyzed according to whether the information provided by the user is accurate or not, for example, when the place where the user stays for a long time is Beijing, and the user fills in the lead corresponding to the user as information to be randomly filled in the south of Hainan without purchasing intention, the lead is useless information. The comparison and analysis of the user-related information in the relevant database can leave sales clues for the same user in multiple ways, and the multiple clues are all repeated clues, only one clue can be processed at the moment, and the rest repeated clues are useless clues, so that the useless clues in the sales clues are filtered, and the processing efficiency of the sales clues is improved.
In the above embodiment, the calculation module is further configured to: determining the distribution quantity of sales leads of each processing person according to the weight of each processing person; the distribution of sales leads is carried out according to the priority and the matching degree, and the distribution of sales leads specifically comprises the following steps: and carrying out sales lead distribution according to the priority, the matching degree and the sales lead distribution quantity of each processor.
In this embodiment, the weights of the processing persons are obtained to determine the distribution number of the sales leads according to the weights of the processing persons, for example, the management person gives different weights to different processing persons according to the efficiency of the different processing persons in processing the sales leads, the processing efficiency of the sales leads is faster, and the processing persons are distributed to more sales leads according to higher weights, so that reasonable lead distribution is performed according to the working capacity gap of the persons.
In the above embodiment, the processing module is specifically configured to: and correspondingly generating a sales lead label for each obtained sales lead by analyzing the user behavior data, the accuracy of the sales lead and the user related information in the database and dividing the priority.
In the embodiment, a sales lead label is generated and prioritized correspondingly for each obtained sales lead through user behavior analysis, sales lead accuracy analysis and user-related information comparison in a database, specifically, the car purchasing intention of a user can be judged through the frequency of logging in car purchasing software of the user, browsing duration, whether the user repeatedly changes colors, models and other behaviors during money selection, when the user frequently logs in and browses a product for a long time, and repeatedly selects color models and the like, it can be stated that the customer has a purchase intention, at this time, the lead is classified into a high priority, the APP logged in by the user is a sales lead source, the vehicle type selected by the user, information such as the user address and the like are labeled to be used as the label of the sales lead, so that the matching degree of a processor can be calculated according to the label subsequently. Meanwhile, the accuracy of the sales lead can be analyzed according to the accuracy of the information provided by the user, and the higher the fit degree of the information filled by the user and the actual information is, the more effective the sales lead is, and the higher the priority is. The comparison and analysis of the user related information in the relevant database can be used for performing functional judgment on whether the relatives and friends of a certain user are worth following according to the historical purchase records of the user, when the purchase process of the certain user is very smooth, the relatives and friends of the certain user are also likely to be potential users, potential customers are searched according to the relationship network and the historical records of the certain user, the possibility of purchasing the relatives and friends can be judged according to the customer information, the priority level is determined according to the possibility, and the priority level division of sales clues is completed.
In the above embodiment, the user behavior data includes one or more of user activity, user page browsing duration, and user revision frequency; the sales lead accuracy comprises one or more of customer retention information accuracy and matching degree of the customer and the lead information; the user-related information in the database comprises one or more of user historical clue processing records and user relationship network analysis data.
In the embodiment, the car purchasing intention of the user is judged by judging whether behaviors such as repeatedly changing colors and models exist during the process of registering and purchasing software of the user, when the user frequently registers and browses a product for a long time, and repeatedly selects the color and the model, the fact that the client has the purchasing intention can be shown, at the moment, the clue is divided into high priority, the APP registered by the user is a source of sales clues, the vehicle type selected by the user, information such as user addresses and the like are marked to serve as the label of the sales clue, and therefore the matching degree of processing personnel can be calculated according to the label. If the client only logs in the software occasionally, the client logs out of the software at any time, the purchasing intention of the client is not strong, and the sales clue of the client can be judged as a useless clue at the moment, because the possibility that the client places an order is not high even if subsequent follow-up such as telephone communication is carried out, and the follow-up of other clients with intentions is delayed. Whether the relatives and the friends of a certain user are worth following is judged according to the historical purchase records of the user, when the purchase process of the certain user is very smooth, the relatives and the friends of the certain user are also likely to be potential users, potential customers are searched according to the relationship network and the historical records of the certain user, the possibility of purchasing the relatives and the friends can be judged according to the customer information, the priority level is determined according to the possibility, and the priority level division of sales clues is completed. The accuracy analysis of the sales lead is carried out according to the accuracy degree of the information provided by the user, and the higher the fit degree of the information filled by the user and the actual information is, the more effective the sales lead is, and the priority is higher. Meanwhile, the accuracy of the sales lead can be analyzed according to whether the information provided by the user is accurate or not, for example, when the place where the user stays for a long time is Beijing, and the user fills in the lead corresponding to the user as information to be randomly filled in the south of Hainan without purchasing intention, the lead is useless information. The comparison and analysis of the user-related information in the relevant database can leave sales clues for the same user in multiple ways, and the multiple clues are all repetitive clues, only one clue can be processed at the moment, and the rest repetitive clues are useless clues, so that the useless clues in the sales clues are filtered, and the processing efficiency of the sales clues is improved.
In the above embodiment, the calculation module is specifically configured to: acquiring pre-stored treating staff tags corresponding to the treating staff; calculating the matching degree of each sales lead and each processing person according to the sales lead label and the processing person label; the sales lead label comprises one or more information of the region, the customer group, the vehicle type and the sales lead source, and the processor label comprises one or more information of the region, the customer group, the vehicle type, the sales lead source and the sales lead processing efficiency.
In the embodiment, the pre-stored tag of the processing staff corresponding to each processing staff is acquired, so that the matching degree calculation is performed according to the tag of the processing staff and the tag of the sales thread, and since the sales thread which each processing staff is adept at processing is different, the matching degree between the sales thread and each processing staff can be calculated according to the information of the region, the group of the client, the model of the vehicle, the source of the sales thread, and the like in the tag of the sales thread by generating the corresponding tag according to the client group, the region, the model of the vehicle, the source of the sales thread which each processing staff is adept at processing in advance, so that the distribution of the sales thread is more reasonable, and the processing efficiency of the sales thread is improved.
In the above embodiment, the calculation module is further specifically configured to: determining the sales lead distribution quantity of each processing person according to the weight, wherein the sales lead quantity distributed to the processing person from high to low is gradually decreased according to the preset quantity grade.
In the embodiment, the number of the sales leads distributed to the processing human eyes is determined from high to low through the weight of the processing personnel, when the weight of the processing personnel is high, the processing efficiency of the processing personnel on the sales leads is higher, more leads can be processed in the same time, more sales leads are distributed to the processing personnel, meanwhile, the number of the sales leads corresponding to different weights can be preset for determining the specific number, the sales leads are reasonably distributed according to the processing speed of the individual, and the adaptive degree of issuing of the leads is maximally improved according to the actual situation.
In the above embodiment, the allocation module is specifically configured to: and carrying out sales lead distribution according to the priority and the matching degree, wherein the sales leads are distributed from high to low in sequence according to the priority, and the sales leads are distributed from high to low according to the matching degree.
In the embodiment, the sales clues are distributed in a mode that the priorities are from high to low and the matching degrees are from high to low, so that clues with higher priorities are distributed preferentially, namely clues with stronger purchasing intention of customers, and clues with higher matching degrees are distributed preferentially, so that the processing efficiency of the clues is improved.
In the above embodiment, the lead distribution system further comprises: the reassignment module is used for receiving a sales lead reassignment signal when the sales lead is rejected for the first time, and reassigning the sales lead rejected for the first time to other processing personnel according to the priority and the matching degree; when the sales lead is rejected for the second time, putting the rejected sales lead for the second time into the public pool; the second rejected lead in the common pool is assigned to the corresponding processing person by receiving a designation assignment signal.
In this embodiment, the next distribution process is performed according to whether the sales lead is rejected, specifically, the processing personnel has a right to reject the distributed sales lead, but the processing personnel needs to be approved by the management personnel, the processing personnel initiates a rejection request, if the management personnel disagree, the lead is continuously processed by the processing personnel, if the management personnel agree, the lead is redistributed to other processing personnel, if the processing personnel for the second distribution still initiates a request for rejecting the lead, if the management personnel disagree, the lead is continuously processed by the processing personnel, and if the management personnel agree, the lead is released to the public pool to be manually distributed. The manager manually assigns a sales lead in the common pool when the handler who is designated to receive the lead cannot reject the lead. The number of times of sales lead rejection is limited, for example, each person can reject five times per month, and thus, on the basis of automatic allocation, the functions of secondary selection and adaptation are added. This functionality not only improves the accuracy of subsequent assignment functions, but also increases the operability of the thread assignment function. Meanwhile, the information distributed to the processing personnel is not communicated with each other, so that balance is carried out on parallel routes of data isolation and data intercommunication, and function loss and use inconvenience caused by a single scheme are avoided.
A third aspect of the present invention provides a lead distribution system 300, as shown in fig. 3, comprising: a memory 302, a processor 304, and a program stored on the memory 302 and executable on the processor 304, the program, when executed by the processor 304, implementing the steps defined by the lead assignment method of any of the embodiments described above.
According to an embodiment of the present invention, a sales lead allocation system is provided, which includes a memory, a processor, and a program stored in the memory and executable on the processor, wherein the program implements the steps defined in any of the sales lead allocation methods described above when executed by the processor. Meanwhile, since the sales lead distribution system of the present application can implement the steps defined by any of the sales lead distribution methods described above, the sales lead distribution system provided in this embodiment has all the benefits of the sales lead distribution method provided in any of the embodiments described above.
A fourth aspect of the present invention provides a readable storage medium, on which a program and/or instructions are stored, the program and/or instructions, when executed by a processor, implement the steps of the lead distribution method in any of the above embodiments.
According to the readable storage medium provided by the embodiments of the present invention, since the program and/or the instructions stored thereon can implement the steps of the lead allocation method in any of the above embodiments when executed by the processor, the method has all the advantages of the lead allocation method, and will not be described herein again.
The sales lead allocation method provided by the present application will be further described with reference to another embodiment.
The sales lead allocation method provided in this embodiment, as shown in fig. 4, includes:
s402, the host factory acquires the sales lead.
S404, filtering and layering the sales lead.
S406, the sales lead is issued to the regional dealer.
S408, the thread is automatically allocated.
S410, whether the processing personnel receives the clue or not is judged. If yes, go to S416, if no, go to S412.
S412, a change application is created.
And S414, whether the upper level passes the approval or not. If so, S408 is performed, if not, S416 is performed,
s416, the string is processed.
And S418, updating the relevant labels and parameters of the handler.
According to the sales lead allocation method provided by the embodiment, the process of filtering and layering leads through multiple dimensions comprises the following steps: user behavior analysis, clue information analysis and database information comparison analysis. The user behavior information refers to: analyzing indexes such as user activity, user page browsing duration, user revision frequency and the like; the clue information analysis refers to the following steps: analyzing indexes such as the accuracy of information retained by a client, the matching degree of the client and clue information and the like; the database information comparison analysis refers to: and analyzing indexes such as user historical clue processing records, user relationship network analysis data and the like. The method combines the user, the clue and the historical information, and carries out calculation according to a plurality of indexes, so that the clue is screened, meanwhile, the effectiveness of the clue is layered, and the clue with a high level is preferentially distributed. The traditional thread filtering method only remains in a single way of examining and verifying thread information. Not only the filtering precision is poor, but also the filtering efficiency is low. The number of processes is dynamically balanced according to the weight of each process person. On the basis, the matching performance is calculated according to the categories of regions, groups, vehicle types, sources, efficiency and the like, and the calculation result is distributed to the processing personnel with the highest matching degree. Compared with traditional upper-level manual distribution or random average distribution, the method and the device have the advantage that clues are automatically distributed in a weight and label combined mode. The method and the device have the advantages that innovation is carried out on the distribution quantity and the distribution characteristics, the processing efficiency and the advantage points of processing personnel are quantized, and effective support is provided for subsequent KPI assessment or a distribution model of clues. Each piece of information distributed to the processing personnel is not communicated with each other. If the automatically allocated clue is found not to be in accordance with the processing range of the person or other persons are more suitable for processing the clue, the clue is secondarily and automatically allocated to bypass the processing person, if the person to be processed returns, the clue is thrown into a public pool, and the processing person is manually allocated by the upper-level person. In the conventional thread allocation, the allocated thread belongs to the processing personnel, and the processing personnel cannot determine the receiving and selecting of the thread by self. The method and the device add the functions of secondary selection and adaptation on the basis of automatic allocation. This functionality not only improves the accuracy of subsequent assignment functions, but also increases the operability of the thread assignment function. The method balances the parallel routes of data isolation and data intercommunication, and avoids the functional loss and the use inconvenience caused by a single scheme.
In this specification, the term "plurality" means two or more unless explicitly defined otherwise. The terms "mounted," "connected," "fixed," and the like are to be construed broadly, and for example, "connected" may be a fixed connection, a removable connection, or an integral connection; "connected" may be directly connected or indirectly connected through an intermediate. The specific meanings of the above terms in the present invention can be understood by those skilled in the art according to specific situations.
In the description of the present specification, the description of the terms "one embodiment," "some embodiments," or the like, means that a particular feature, structure, material, or characteristic described in connection with the embodiment or example is included in at least one embodiment or example of the invention. In this specification, the schematic representations of the terms used above do not necessarily refer to the same embodiment or example. Furthermore, the particular features, structures, materials, or characteristics described may be combined in any suitable manner in any one or more embodiments or examples.
The above is only a preferred embodiment of the present invention, and is not intended to limit the present invention, and various modifications and changes will occur to those skilled in the art. Any modification, equivalent replacement, or improvement made within the spirit and principle of the present invention should be included in the protection scope of the present invention.

Claims (10)

1. A method for assigning a lead, comprising:
correspondingly generating a sales lead label for each obtained sales lead and dividing the sales lead label into priority;
calculating the matching degree of each sales lead and each processing person according to the sales lead label;
and distributing sales leads according to the priority and the matching degree.
2. The method of claim 1, further comprising, prior to calculating the match of each lead to the respective processing person based on the lead tag:
and filtering each acquired sales clue by analyzing the user behavior data, the accuracy of the sales clue and the user related information in the database so as to eliminate useless clues.
3. The lead assignment method of claim 1, further comprising, prior to assigning leads according to the priority and the degree of match:
determining the distribution quantity of sales leads of the processing personnel according to the weight of the processing personnel;
and distributing sales leads according to the priority and the matching degree, which specifically comprises the following steps: and carrying out sales lead distribution according to the priority, the matching degree and the sales lead distribution quantity of each processing person.
4. The method according to claim 1, wherein the step of generating and prioritizing a lead label for each obtained lead specifically comprises:
and correspondingly generating a sales lead label for each obtained sales lead by analyzing the user behavior data, the accuracy of the sales lead and the user related information in the database and dividing the priority.
5. The sales lead allocation method according to claim 2 or 4, wherein the user behavior data includes one or more of user activity, user page browsing duration, user revision frequency; the sales lead accuracy comprises one or more of customer retention information accuracy and matching degree of the customer and the lead information; the user related information in the database comprises one or more of user historical clue processing records and user relationship network analysis data.
6. The method of claim 1, wherein the step of calculating the matching degree of each lead with each processing person according to the lead tag comprises:
acquiring pre-stored treating staff tags corresponding to the treating staff;
calculating the matching degree of each sales lead and each processing person according to the sales lead label and the processing person label;
the sales lead label comprises one or more information of the region, the customer group, the vehicle type and the sales lead source, and the processing personnel label comprises one or more information of the region, the customer group, the vehicle type, the sales lead source and the sales lead processing efficiency.
7. The lead assignment method of claim 3, wherein the step of determining the lead assignment number of each of the processing persons according to the weight specifically comprises:
determining the distribution quantity of the sales leads of the processing personnel according to the weight, wherein the distribution quantity of the sales leads of the processing personnel from high to low is gradually decreased according to the preset quantity grade.
8. The method according to claim 1, wherein the step of assigning leads according to the priorities and the matching degrees comprises:
and distributing sales leads according to the priority and the matching degree, wherein the sales leads are distributed from high to low in sequence according to the priority, and the sales leads are distributed from high to low according to the matching degree.
9. The lead distribution method of claim 1, further comprising:
when the sales lead is rejected for the first time, receiving a sales lead reassignment signal, and reassigning the sales lead rejected for the first time to other processing personnel according to the priority and the matching degree;
when the sales lead is rejected for the second time, putting the sales lead rejected for the second time into a public pool;
assigning the second rejected lead in the common pool to the corresponding processing person by receiving a designation assignment signal.
10. A lead distribution system, comprising:
the processing module is used for correspondingly generating a sales lead label for each obtained sales lead and dividing the sales lead label into priority;
the calculation module is used for calculating the matching degree of each sales lead and each processing person according to the sales lead label;
and the distribution module is used for distributing sales leads according to the priority and the matching degree.
CN202210678267.0A 2022-06-16 2022-06-16 Sales lead distribution method and system Pending CN115062971A (en)

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Cited By (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN115829582A (en) * 2023-02-16 2023-03-21 北京健康之家科技有限公司 Intelligent thread allocation method and device, computer equipment and readable storage medium
CN116894570A (en) * 2023-09-11 2023-10-17 杭州及凌网络科技有限公司 Salesman recommending method, device and equipment based on automobile sales platform

Cited By (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN115829582A (en) * 2023-02-16 2023-03-21 北京健康之家科技有限公司 Intelligent thread allocation method and device, computer equipment and readable storage medium
CN116894570A (en) * 2023-09-11 2023-10-17 杭州及凌网络科技有限公司 Salesman recommending method, device and equipment based on automobile sales platform
CN116894570B (en) * 2023-09-11 2023-12-05 杭州及凌网络科技有限公司 Salesman recommending method, device and equipment based on automobile sales platform

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