M313287 八、新型說明： 【新型所屬之技術領域】 本創作係涉及電子化客戶關係管理系 往客戶分門別類的管理，也可藉由 么二曰守來 '關客戶資料之電子化客戶關係管理系統Λ綠速的查詢到相 【先前技術】 按，隨著科技時代的來臨，各 務之趨勢向前邁谁，如Τσ業之走向均朝著優質服 力j月j遇進，如何做好所謂 面臨的-大課題，而首要的課題入::， 務能夠快速、經濟、有效㈣傳提供的優質服 快速地的感受到企業溫馨、體貼和親二客戶w 客戶心中建立企業優良的形象 ^ ’如此，方能在 降低營運成本以及開笋客湄、見代科技，郎省人力支出、 氣，進而 >日斗、+入 刺激消1 ’如此才能戰脾不旦 孔進而k升社會大眾之消費懲望 〜月匕.不景 到此-目標，顯然必須作好客戶 ”、乳设題，而想要達 套實用好用之客戶管理孕 g ，所以，如何要開發出— 思索突破之目標及方向Γ 、是當前相關產業需加以努力 【新型内容】 有錯I於此’本創作之電子 / —種可將來往客戶分門別類的管理尸:係管理系統’指在提供 的查詢到相關客戶資料之電子:也可错由此管理系統快速 為读钊μ、+、 表尸關係管理系统。 為達到上述目的，本創作「 丁、、、死 兒子化各戶關係管理系統」之 M313287 主要㈣’係該管理系統係至少包含有·· — β 基本设定模組、-查詢作業模組、一權限管^^理核組、--設定模組，其客戶管理模組中設 =及-業績 複數客戶之基本資料，而基本設定模組中隹=二存取 .可將客戶f料維護單元中所有客戶基本資料疋單元 —來往客戶分門別類的管理，也可藉由此管理二、7 相關客戶資料，並可對客戶進行管理以及規劃。、詢到 I【實施方式】 本創作「電子化客戶關係管理 圖所示，係至少包含有： 理系統1如弟一 节完/ ί戶組10 ’並設有一客戶資料維護單元1 1， 夂門第-F1所- 了存取稷數各戶之基本資料，請同時 係二該客”料維護單元1 1中客戶之基本資料 司地址=:司名稱、負責人、公司電話、傳真號碼、公 “：二:編號、客戶狀況、客戶代號、客戶等級、付款方 ^ /、刀^、產品分類以及承辦人員等等，而更可進一步包 錄、貝料1 2以及往來紀錄1 3 (如電訪紀錄、親訪紀 戶、、：、、己錄往來棺案、專案類別、合約日期等等），該客 $理組1 Q亦可進—步設有—承辦人員各餐業單元1 4 ’其係針對該客戶騎應之承辦人員分類。 …:基士設定模組2 0，並設有-基本資料設定單元2 i， 貝料維護單元1 1中所有客戶基本資料分類設定，其 J定可匕3有.客戶等級維護、客戶狀況維護、專案分類 …曼、產業分類維護、產品分類維護、付款方式維護以及銷售 6 M313287 ^維護’且各客戶可依照該分類設定可形成-客戶·主。。 如於分類設定之客戶等級維護中， ：各尸 >中例 7青單，如第三圖所示，讓使用者方便杳詢，· 客 2 〇亚進—步設有—員工部門設 二广疋杈組 .内部資料之建立，例如使 ，、可針對使用者 .所承辦之客戶數量以及清單。口貝工姓名、隸屬部門、職稱、 —查詢作業模組30月，設有一客戶 查詢單元3 2 户一句早兀3 1以及合約 知（可以為視萏m ^ a兀 可包含有合約到期提醒通 示該合約到期提醒通知。 自订叹疋&約河n天則顯 權限。 、十對早一使用者來設定 一業績設定模組5 〇，佶用夬私#4_々/ 標設定動作。 吏用者針對各個承辦人員業績之目 \具體使用時，於基本設定模組中之員工部門—叫 用者内部資料’再由權限管理模組分配使用者：::建立 (例如限财新增、㈣、曝、 使用者祕功能限制 管理模組中輸入客戶之基本資料.=、列次印寻侧 制，讓===組中所分配之權限_ 本設定模組並可依照 二進:τ不同核限動作，且基 類設定，而使用者則可利用杳二貝料將該客戶作不同之分 資料，並可針對哕客戶 一Β作業杈組快速查詢到相關客戶 亥各厂貝料維護單元所建立之資料（例如客戶 M313287 —狀況或，來紀錄）’對客戶進行不同之管理以及規劃。 .系統，、◊ Γ ί二t創作提供—較佳可行之電子化客戶關係管理 式所厂、Vl疋呈新型,利之申請；惟，以上之實施說明及圖 I不T、本創作較佳實施例者，並非以此侷限本創作，是以， 2與本創作之構造、裝置、特徵等近似、雷同者，均應屬本 乍之創設目的及申請專利範圍之内。. M313287 【圖式簡單說明】 第一圖係為本創作中管理系統之結構示意圖。 '第二圖係為本創作中客戶資料維護單元之示意圖。 第三圖係為本創作中分類設定之示意圖。 -【主要元件代表符號說明】 1——管理系統 1 0 —客戶管理模組 _ 1 1一客戶資料維護單元 1 2 —聯絡人資料 13 —往來紀錄 1 4 一承辦人員各項作業單元 2 0 —基本設定模組 2 1—基本資料設定單元 2 2—員工部門設定單元 3 0 —查詢作業模組 _ 3 1 —客戶查詢單元 3 2一合約查詢單元 4 0 —權限管理模組 5 0一業績設定模組M313287 VIII. New Description: [New Technology Field] This creation involves the management of electronic customer relationship management to customers. It can also be used to ensure the electronic customer relationship management system of customer data. Green speed inquiry to the previous [previous technology] Press, with the advent of the technological era, the trend of all things forward, such as the trend of the Τ 业 industry is toward the quality of service j j j, how to do the so-called facing - The big subject, and the primary subject::, can be fast, economical, and effective (four) to provide high-quality clothing to quickly feel the company's warm, considerate and pro-customer customers to build a good image of the company ^ 'So, In order to reduce operating costs and open customers, seeing technology, Lang Manpower expenditure, gas, and then; day fighting, + into the stimulus to eliminate 1 'so can fight the spleen and then increase the consumption penalty of the public Look ~ month 匕. The situation is not here - the goal, obviously must be a good customer", milk set, and want to set up a practical and useful customer management pregnancy g, so how to develop - think about breakthrough Goals and directions 、, is the current relevant industry needs to work hard [new content] There is a mistake I in this 'creation of the electronic / a kind of management corpse that can be divided into customers in the future: the system management system' refers to the inquiry provided to the relevant customers The electronic of the data: It is also possible to quickly read the 钊μ, +, and corpse relationship management system by this management system. In order to achieve the above objectives, the M313287 of the creation of the Ding, and the Sons of the Family Management System is mainly (4) 'The management system is at least included ··· β basic setting module, - query operation module, a permission management group, nuclear management group, -- setting module, its customer management module is set = and - Performance of the basic information of the customer, and the basic setting module 隹 = two access. The customer can maintain all the customer basic data 疋 unit - the management of the customer to the customer, can also manage the second, 7 related Customer information and management and planning of customers. Inquiries I [Implementation] This creation "electronic customer relationship management diagram shows at least: the management system 1 such as the brother section / 户 组 group 10 ' and has a customer data maintenance unit 1 1, 夂The door-F1 office - the basic information of the access number of each household, please also be the second customer. The basic data of the customer in the maintenance unit 1 1 address:: name, person in charge, company phone number, fax number, Public ": 2: number, customer status, customer code, customer level, payment party ^ /, knife ^, product classification and contractor, etc., and can further include, record 1 2 and record 1 3 (such as The number of visits to the records, visits to the households, and:,, the records of the transactions, the types of projects, the date of the contract, etc.), the number of the clients can be entered into the steps - the organizers of each meal unit 1 4 'The classification is for the customer's rider's contractor. ...:Keith set module 2 0, and set up - basic data setting unit 2 i, all the customer basic data classification settings in the bedding maintenance unit 1 1 J Dingke 有3. Customer level maintenance, customer status maintenance, project Classification...Man, industry classification maintenance, product classification maintenance, payment method maintenance and sales 6 M313287 ^Maintenance' and each customer can set up according to this classification can be formed - customer · main. As in the classification of customer level maintenance, each: In the case of the corpse, the case 7 is as shown in the third figure, so that the user can easily consult, and the customer 2 〇 亚进-step is set up - the employee department is set up in the second group. The establishment of internal data, for example , can be targeted at the number of customers and the list of customers. The name of the mouthparts, the subordinate department, the title, the query operation module 30 months, there is a customer inquiry unit 3 2 households one sentence early 3 1 and the contract knows ( You can use the contract expiration reminder to indicate the contract expiration reminder notification for the expiration of the contract expiration. Customize the sigh & about the day of the river to show the authority. Ten pairs of early users to set a performance setting Module 5 〇, 夬 夬 # #4_々 / standard setting action. 吏 User's performance for each contractor \ specific use, in the basic setting module of the employee department - caller internal data ' Rights management module With the user::: establish (for example, new business, (4), exposure, user secret function management module to enter the customer's basic information. =, column printing side system, let === group allocation Permissions _ This setting module can be operated according to the second-in: τ different check-limits, and the base class is set, and the user can use the second-bowl material to make the customer different information, and can be used for the customer. The operation group quickly inquires about the information (such as customer M313287 - status or record) established by the relevant customer's household equipment maintenance unit. 'Different management and planning for the customer. System, ◊ Γ ί 2t creation Providing - the preferred and feasible electronic customer relationship management type factory, Vl疋 is a new type of application, but the above implementation description and Figure I are not T, the preferred embodiment of the creation, is not limited to this creation, Therefore, 2, similar to the structure, installation, characteristics, etc. of this creation, should be within the scope of the creation of this book and the scope of patent application. M313287 [Simple description of the diagram] The first diagram is a schematic diagram of the structure of the management system in this creation. 'The second picture is a schematic diagram of the customer data maintenance unit in the creation. The third picture is a schematic diagram of the classification settings in this creation. - [Main component representative symbol description] 1 - Management system 1 0 - Customer management module _ 1 1 Customer data maintenance unit 1 2 - Contact information 13 - Current record 1 4 A contractor's work unit 2 0 — Basic setting module 2 1 - basic data setting unit 2 2 - employee department setting unit 3 0 - query operation module _ 3 1 - customer inquiry unit 3 2 a contract inquiry unit 4 0 - authority management module 5 0 performance setting Module