TWI476720B - Business dedicated sales and customer operations management system - Google Patents

Description

Business exclusive sales and customer management system

The invention relates to a technical field of a business exclusive sales and customer operation management system, in particular to a system for realizing each business's effective operation of web pages, marketing products, and managing customers through the background operation of the website system.

In addition to the advantages of the products and the image of the company, the business competitiveness of today's companies also includes the sales ability of the business unit or business marketing personnel. However, the sales ability of the business, in addition to the decision to develop in the business system, includes The business personnel individually manage the customer system, management tools, etc., in order to achieve the marketing and sales performance of the business department and business personnel.

Since the business department or business marketing personnel is the competitive core department of each enterprise, in order to achieve more opportunities for the business activities of the enterprise, the company currently uses the Internet to construct the company's image webpage and advertisement sales webpage. It is to increase the exposure of the Internet, and at the same time achieve the communication channel of the existing or potential customer base for the business department to purchase or connect.

However, in order to achieve the above objectives, companies are currently advertising and messaging on the website (please refer to Figure 1, a schematic diagram of the relationship between the business and the customer management), but at best, the company's products are displayed on the company's website or website to reduce The cost of storefronts and agents, but for individual notifications of important information about existing customers and potential customers, it is necessary to record individual matters, management matters, and self-notification through the business itself, existing customers and potential customers, and even the entire enterprise. Marketing advertising and sales transactions, customer management still rely on the cooperation of business sales personnel, product management personnel and collection accounting personnel, and continuous contact with customers in order to allow advertising marketing, business sales, customer management to be completed smoothly.

However, in the above-mentioned conventional technology system, enterprises want to achieve their goals, most of which rely on the website to display products on the website, and provide the function of recording data to the management department database of each enterprise, but ignore the business department or each business. Directly has a tube The interface or management platform can directly and effectively familiarize itself with the development and sales, manage its own customer base, and directly cut the sales management information that its customers may need most.

Therefore, when the above-mentioned conventional technology system is in operation, the following problems cannot be solved:

1. Through the corporate management information department, to obtain the information or demand of the customer's interaction on the website, the business department or business personnel must contact the department of management information to obtain the latest information of the customer.

2. The effective customer information in the company's website must be classified or distributed before it can be used to distribute the information of the business personnel belonging to the business department.

3. In the interactive website operation (Web-2.0 or Web-3.0) between the departments, or only the business personnel between the business departments, it is easy for the same interactive platform, multiple interactive objects have information disorder and intertwined doubts.

Therefore, how to solve the problem of the above-mentioned conventional use, that is, the inventor of the present invention and the related manufacturers engaged in the industry are eager to study the direction of improvement.

Therefore, the inventors of this patent have invented this kind of business exclusive information through the multi-party evaluation and consideration, and through years of experience accumulated in this industry, through continuous trial and modification, in view of the above-mentioned problems of the prior art. Sales and customer management system patents.

The main purpose of the present invention is to independently build and manage the system through the server of the Internet and the management of each business website, including the system server, the website background, the advertising module, the sales module, and the knowledge module. With the above technology, it is necessary for the custom technology to record individual items, management matters, and self-notification through the business itself. Existing customers and potential customers, as well as marketing advertising and sales transactions and customer management of the entire enterprise still rely on business sales. Personnel, product management personnel and collection and accounting personnel cooperate with each other and keep in constant contact with customers to enable advertising marketing, business sales and customer management to be completed smoothly. To self-management and independent operation of customers, and effective data transmission and practical progress through remote and Internet. In order to achieve the above, the method of the present invention comprises: a plurality of management backgrounds through an internet, consisting of an advertising module, a sales module and a knowledge module for business management customers and An independent management interface for trading services; a plurality of advertising modules are located in the background of each website for each service to update the website, page settings, basic materials, latest news, recommended products, and preferential products through the server via the Internet. The public information operation interface; a plurality of sales modules are located in the background of each website for each business to use the server as a potential customer through the Internet, existing customers' special discounts, guest messages, online customer service, Interview record, order placement, order management, member management, customer service consultation, performance inquiry, expiration notice and business message notification, self-view browsing website website embedded hyperlink tool interface; multiple knowledge modules for each The business and potential customers, existing customers through the Internet through the server to use the relevant product description of the invention, the sales said Operating system experience sharing, operating education case guidance database; multiple independent website parameters, the independent website parameters are for the server and the enterprise to identify the difference between each business management customer Identification code; a plurality of independent websites for each of the business to be broadcasted on the website of the operating customer; a plurality of messages for each of the business to notify the customer of the transaction information. In another embodiment of the present invention, the page setting of the advertisement module includes the number of the function windows of the business setting configuration website and the page position of the website. The recommended product of the advertising module includes the business of updating the website to update the special product of the enterprise, and the service selects the special recommended product updated on the website through the server. The special discount for the sales module includes a special discount price for the specific product of the business, and a special discount will be sent through the interface. The information is transmitted to the specific potential customer, the function of the existing customer. The interview record of the sales module includes the record function recorded on the server after the business negotiates with a specific potential customer or an existing customer. The order placed by the sales module includes the specific potential customers of the business generation, and the existing customers negotiate the function of the future generation to order specific products to the enterprise. The member management of the sales module, wherein the interface includes a search field, and all specific potential customers and existing customer data stored in the server can be selected, and the message is sent out by fax through the server. , the name tag label remittance, SMS transmission, e-mail, RSS message delivery notification to the object to be transmitted. The performance query of the sales module includes a query function interface of the business output as a result of the operation of the server. The customer service consulting system of the sales module includes a function interface that is generated by the existing message when the customer has doubts in the after-sales service, and then sends a message to the management background to enable the service to be processed immediately. . The relevant product description of the knowledge module, the experience sharing of the operating system related to the sales description and the operation description, and the database of the education training case guidance are included in the management background. The knowledge module has a search keyword field. And product description, sales instructions, operation instructions, project selection.

The above objects and effects are achieved, and the technical means and constructions of the present invention are described in detail with reference to the preferred embodiments of the present invention.

Please refer to the figure in the first figure. The technical drawings can be clearly seen from the figure. At best, the company's products are displayed on the company's website or website to reduce the cost of the store and agents, but for individual To inform important customers and potential customers of important information, it is necessary to record individual matters through the business itself, management matters, and then self-notification, existing customers and potential customers, as well as marketing advertising and sales transactions, customer management of the entire enterprise still need Relying on the cooperation between business sales personnel, product management personnel and collection accounting personnel, and continuous contact with customers, advertising marketing, business sales and customer management can be successfully completed.

Therefore, the above prior art does have many problems.

Please refer to the second to fourth figures, the drawings of the present invention, it can be clearly seen from the figure that a business exclusive sales and customer operation management system of the present invention includes a server (50) and various services through the Internet. The management background (01) of the website (70) is independently built and its own management system, which includes a system server (50), a website backend (01), an advertising module (40), a sales module (50), and a knowledge module. (61) characterized in that a plurality of management backgrounds (01) are composed of an advertisement module (40), a sales module (50), and a knowledge module (61) for management of the business (20). An independent management interface for customers and transaction services; a plurality of advertising modules (40) are located in the background (01) of each website for each of the services (20) to update the website via the server (30) via the Internet ( 70), page setting (41), basic information (42), latest news (43), recommended products (44), special information products (45) public information operation interface; a plurality of sales modules (50), located in Within the back office (01) of each website, each of the services (20) via the Internet via the server (30) serves as a potential customer (71), a special discount for existing customers (72) (49) Guest Message (52), Online Customer Service (53), Interview Record (54), Order Placement (55), Order Management (56), Member Management (57), Customer Service Consultation (58), Performance Query (59), Notice of Due Notice (62) and Business (20) Message (73), the website of the self-examination browsing website (51) (70) is embedded in the hyperlink tool interface; a plurality of knowledge modules (61) are provided for each Business (20) and potential customers (71), existing customers (72) through the Internet via the server (30) using the relevant product description (62) of the present invention, sales instructions (63), operating instructions (64) ) the experience sharing of the operating system related matters, the database of educational training case guidance; a plurality of independent website parameters (31) (refer to Figure 4), the independent website parameter (31) is for the server (30) and The enterprise (10) identifies the different identifications of the respective business (20) operating management customers; a plurality of independent websites (70) are web pages for the business (20) to be broadcasted to the operating customers; a plurality of messages (73) , for each of the business (20) separate notification delivery notice (74) Customer's trading information. Another embodiment of the present invention, wherein the page setting (41) of the advertising module (40) comprises operating the website (70) the service (20) setting the configuration website (70) function window number and page position.

Another embodiment of the present invention, wherein the recommended product (44) of the advertising module (40) includes the business (20) that operates the website (70), and updates the special product of the enterprise (10). The service (20) searches for the special recommended item (44) updated on the website (70) through the server (30).

Another embodiment of the present invention, wherein the special discount (49) of the sales module (50) includes the special discount (49) price of the specific product (10) for the business (20), which is specifically transmitted through the interface. The discount (49) message (73) conveys the notification (74) to the function of the particular prospect (71) and the existing client (72). Another embodiment of the present invention, wherein the interview record (54) of the sales module (50) includes the business (20) being recorded on the server after negotiation with a specific potential customer (71) and an existing customer (72) ( 30) The record function.

Another embodiment of the present invention, wherein the order (55) of the sales module (50) includes the business (20) on behalf of a specific potential customer (71), and the existing customer (72) negotiates a descendant to the enterprise ( 10) Order the functional interface of a specific product. Another embodiment of the present invention, wherein the member of the sales module (50) is managed (57), wherein the interface includes a search field (not shown) that can be stored in the server (30). Specific potential customers (71), existing customers (72) data, tick the message (73) through the server (30) by fax, export, name tag, SMS, email, RSS message (73 (not shown) sends a delivery notification (74) to the object to be transmitted.

In another embodiment of the present invention, the performance query (59) of the sales module (50) includes a query function interface of the business (20) whose performance is output by the server operation.

Another embodiment of the present invention, wherein the customer service consultation (58) of the sales module (50) includes an existing customer (72) having a question on the after-sales service, after leaving a message on the website (70), The server (30) generates an alarm and prompts in the management background (01) The service (20) is a functional interface that can be processed immediately. Another embodiment of the present invention, wherein the knowledge module (61) related product description (62), sales description (63), operation instructions (64) related matters of the operating system experience sharing, education training case guidance information The knowledge module (61) included in the management backend (01) is provided with a search key field, a product description (62), a sales description (63), and an operation description (64) item selector.

However, the above description is only the preferred embodiment of the present invention, and thus it is not intended to limit the scope of the present invention. Therefore, the simple modification and equivalent structural changes of the present specification and the drawings should be treated similarly. It is included in the scope of the patent of the present invention and is combined with Chen Ming.

Therefore, referring to all the drawings, the above advantages are realized when compared with the conventional technology when the present invention is used.

In summary, the service exclusive sales and customer operation management system of the present invention can achieve its efficacy and purpose when used, so the invention is an invention with excellent practicability, and is an application requirement for the invention patent.提出 Submit an application in accordance with the law, and hope that the trial committee will grant the invention as soon as possible to protect the intensive research and development of the inventor. If there is any doubt in the trial committee, please do not hesitate to give instructions to the inventor, and the inventor will try his best to cooperate.

(01)‧‧‧Management background

(10) ‧ ‧ businesses

(20) ‧ ‧ business

(30) ‧‧‧Server

(31) ‧‧‧Independent URL parameters

(40)‧‧‧Advertising Module

(50)‧‧‧Sales module

(61)‧‧‧ Knowledge Module

(70) ‧ ‧ website

(71)‧‧‧ potential customers

(72) ‧‧‧ Existing customers

(73) ‧ ‧ messages

(74) ‧‧‧Transfer notice

(41)‧‧‧Page Setup

(42) ‧ ‧ basic information

(43) ‧‧‧News

(44)‧‧‧Recommended products

(45)‧‧‧Commodity goods

(49)‧‧‧Special discount

(51) ‧‧‧Browsing website

(52)‧‧‧ Guestbook

(53)‧‧‧ Online customer service

(54) ‧ ‧ interview records

(55) ‧‧‧ orders placed

(56)‧‧‧ Order Management

(57)‧‧‧Membership Management

(58)‧‧‧Customer consultation

(59)‧‧‧Performance Enquiry

(62) ‧ ‧ expiration notice

(61)‧‧‧ Knowledge Module

(62)‧‧‧Commodity Description

(63)‧‧‧Sales Instructions

(64) ‧ ‧ Operating Instructions

The first picture shows the relationship between the business and customer management.

The second figure is a schematic diagram of the respective business processes of the plurality of services of the present invention.

The third figure is a schematic diagram of the business and customer management process of the present invention of the present invention.

The fourth figure is a schematic diagram of the background of the background interface of the present invention.

(01)‧‧‧Management background

(20) ‧ ‧ business

(30) ‧‧‧Server

(31) ‧‧‧Independent URL parameters

(40)‧‧‧Advertising Module

(50)‧‧‧Sales module

(61)‧‧‧ Knowledge Module

(70) ‧ ‧ website

(73) ‧ ‧ messages

Claims (10)

A business-specific sales and customer management system that is independently built and managed by the server of the Internet and the management of each business website, including a server, a website backend, an advertising module, and a sales module. The knowledge module is characterized in that a plurality of management backgrounds are composed of an advertisement module, a sales module and a knowledge module for an independent management interface for business management customers and transaction services; a plurality of advertisement modules Provided in the back-end of each website for each business to update the website, page settings, basic information, latest news, recommended products, and public information of the preferential products through the server through the Internet; multiple sales modules, It is located in the backstage of each website for each business to use the server as a potential customer through the Internet, special discounts for existing customers, guest messages, online customer service, interview records, order placement, order management, membership management. , customer service consultation, performance inquiry, expiration notice and business message notification, self-view browsing website website embedded hyperlink Work tool interface; a plurality of knowledge modules for each of the business and potential customers, operating systems of existing customers through the Internet via the server for use of the relevant product descriptions, sales instructions, and operating instructions of the present invention Experience sharing, education training case guidance database; a plurality of independent website parameters, the independent website parameters are for the server and an enterprise to identify the different identification codes of the respective business management customers; a plurality of independent websites are for the Each of the business is broadcasted on the website of the operating customer; a plurality of messages are sent to each of the respective services to notify the customer of the transaction information. For example, the business-specific sales and customer operation management system described in the first paragraph of the patent application, wherein the page setting of the advertisement module includes the number of the function windows of the business setting configuration website and the page position of the website. For the exclusive sales and customer operation management as described in item 1 of the patent application scope The system, wherein the recommended product of the advertising module comprises the business update of the website to build a special product of the enterprise, and the service selects the special recommended product updated on the website through the server. The business-specific sales and customer operation management system as described in item 1 of the patent application, wherein the special discount of the sales module includes a special discount price for the specific product of the business, and the special discount message is transmitted through the interface. For specific potential customers, existing customers. For example, the business exclusive sales and customer operation management system described in the first application of the patent scope, wherein the interview record of the sales module includes the record function recorded on the server after the business negotiates with a specific potential customer or an existing customer. For example, the business-specific sales and customer operation management system described in item 1 of the patent application scope, wherein the order of the sales module includes the specific potential customer of the business generation, and the existing customer negotiates the future generation to order the specific product to the enterprise. Functional interface. The business-specific sales and customer operation management system as described in claim 1 of the patent application, wherein the member of the sales module is managed, wherein the interface includes a search field for storing all specific potentials in the server. Customer, existing customer data, tick the message to be sent to the sender through the server by fax, export, name tag, SMS, email, RSS message delivery notification. For example, the business-specific sales and customer operation management system described in the scope of the patent application, wherein the performance query of the sales module includes the inquiry function interface of the business output of the business through the server operation output. For example, the business-specific sales and customer operation management system described in the first paragraph of the patent application, wherein the customer service consultation of the sales module includes the existing customer who has doubts in the after-sales service, after leaving a message on the website, The server generates an alert and prompts the functional interface that enables the service to be processed on the fly. For example, the business-specific sales and customer operation management system described in the first application of the patent scope, the relevant product description of the knowledge module, the experience sharing of the operating instructions related to the sales instructions and operation instructions, and the information of the education training case guidance The knowledge module included in the management background is provided with a search keyword field, a product description, a sales description, and an operation description item selector.