WO2019024236A1 - Priority-based customer follow-up method and system, electronic apparatus and readable storage medium - Google Patents

Priority-based customer follow-up method and system, electronic apparatus and readable storage medium Download PDF

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Publication number
WO2019024236A1
WO2019024236A1 PCT/CN2017/105029 CN2017105029W WO2019024236A1 WO 2019024236 A1 WO2019024236 A1 WO 2019024236A1 CN 2017105029 W CN2017105029 W CN 2017105029W WO 2019024236 A1 WO2019024236 A1 WO 2019024236A1
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Prior art keywords
priority
time
communication
customer
communicated
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PCT/CN2017/105029
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French (fr)
Chinese (zh)
Inventor
晏湘涛
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平安科技(深圳)有限公司
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Publication of WO2019024236A1 publication Critical patent/WO2019024236A1/en

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    • 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
    • G06Q10/00Administration; Management
    • G06Q10/02Reservations, e.g. for tickets, services or events
    • G06Q10/025Coordination of plural reservations, e.g. plural trip segments, transportation combined with accommodation
    • 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
    • G06Q10/00Administration; Management
    • G06Q10/06Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063Operations research, analysis or management
    • G06Q10/0631Resource planning, allocation, distributing or scheduling for enterprises or organisations
    • G06Q10/06316Sequencing of tasks or work

Definitions

  • the present invention relates to the field of computer technologies, and in particular, to a priority-based client follow-up method, system, electronic device, and readable storage medium.
  • the staff such as the agent
  • the staff will determine the appointment communication time with the customer, which is often a specific time point.
  • the agent spends a long time communicating with the A customer, and cannot communicate with the B customer according to the agreed exact time.
  • the communication with the A customer ends, it is often the communication time agreed with the C customer.
  • the communication priority of B is higher than C, the two customers B and C will not be satisfied. Therefore, there is a need for a technical solution for prioritizing tasks for different customers' appointment communication time to improve communication efficiency and rationality with different customers.
  • the main object of the present invention is to provide a priority-based customer follow-up method, system, electronic device and readable storage medium, which aims to improve the communication efficiency of customer follow-up.
  • a first aspect of the present application provides an electronic device, where the electronic device includes a storage device and a processing device, where the priority device-based customer that can run on the processing device is stored
  • the system when the priority-based customer follow-up system is executed by the processing device, implements the following steps:
  • the second aspect of the present application provides a priority-based customer follow-up method, which is applied to an electronic device, and the method includes:
  • a third aspect of the present application provides a priority-based customer tracking system, the priority-based customer tracking system comprising:
  • the obtaining module is configured to obtain an appointment communication time point, an appointment communication duration, and a customer type of each customer to be communicated;
  • the determining module is configured to calculate a time difference between the scheduled communication time point and the current time of each customer to be communicated, and determine the communication of each customer to be communicated according to a preset rule according to the calculated time difference before and after, the length of the communication time of the appointment, and the type of the customer. priority;
  • the sorting module is configured to display each of the to-be-communicated customers according to the level of communication priority, so that the user can prioritize the high-priority communication to be communicated.
  • a fourth aspect of the present application provides a computer readable storage medium having stored thereon at least one computer readable instruction executable by a processing device to:
  • Priority-based customer follow-up method, system, electronic device and readable storage provided by the present invention
  • the medium by calculating the time difference between the latest appointment communication time point of each to-be-communicated customer and the current time, and determining the communication priority of each to-be-connected customer according to the preset rule according to the calculated time difference before and after, the appointment communication duration and the customer type Level; display according to the order of communication priority.
  • the preset rule is used to determine the communication priority corresponding to the customer to be communicated with different time difference, Therefore, it is possible to dynamically and reasonably prioritize different customers according to the different appointment time of each customer, so that the user can prioritize the high priority communication customers, ensure the satisfaction of as many customers as possible, and improve the remote service. s efficiency.
  • FIG. 1 is a schematic diagram of an operating environment of a priority-based customer tracking system 10 according to a preferred embodiment of the present invention
  • FIG. 2 is a schematic diagram of functional modules of an embodiment of a priority-based customer tracking system according to the present invention
  • FIG. 3 is a schematic flowchart diagram of an embodiment of a priority-based customer follow-up method according to the present invention.
  • FIG. 1 is a schematic diagram of an operating environment of a preferred embodiment of the priority-based customer tracking system 10.
  • the priority-based customer tracking system 10 is installed and operated in the electronic device 1.
  • the electronic device 1 may include, but is not limited to, a storage device 11, a processing device 12, and a display 13.
  • Figure 1 shows only the electronic device 1 with components 11-13, but it should be understood that not all illustrated components may be implemented, and more or fewer components may be implemented instead.
  • the storage device 11 may in some embodiments be an internal storage unit of the electronic device 1, such as a hard disk or memory of the electronic device 1.
  • the storage device 11 may also be an external storage device of the electronic device 1 in other embodiments, such as a plug-in provided on the electronic device 1 Hard disk, smart memory card (SMC), Secure Digital (SD) card, flash card (Flash Card), etc.
  • the storage device 11 may also include both an internal storage unit of the electronic device 1 and an external storage device.
  • the storage device 11 is configured to store application software and various types of data installed in the electronic device 1, such as the program code of the priority-based customer follow-up system 10.
  • the storage device 11 can also be used to temporarily store data that has been output or is about to be output.
  • the processing device 12 may be a central processing unit (CPU), a microprocessor or other data processing chip for running program code or processing data stored in the storage device 11, in some embodiments, For example, the priority-based customer follow-up system 10 and the like are executed.
  • CPU central processing unit
  • microprocessor or other data processing chip for running program code or processing data stored in the storage device 11, in some embodiments, For example, the priority-based customer follow-up system 10 and the like are executed.
  • the display 13 in some embodiments may be an LED display, a liquid crystal display, a touch-sensitive liquid crystal display, an OLED (Organic Light-Emitting Diode) touch sensor, or the like.
  • the display 13 is configured to display information processed in the electronic device 1 and a user interface for displaying visualization, for example, a scheduled communication time point of each customer to be communicated, and a communication to be displayed according to the priority of the communication priority. Customer information, etc.
  • the components 11-13 of the electronic device 1 communicate with one another via a system bus.
  • FIG. 2 is a functional block diagram of a preferred embodiment of the priority-based customer tracking system 10 of the present invention.
  • the priority-based customer tracking system 10 can be divided into one or more modules, the one or more modules being stored in the storage device 11 and composed of one or more
  • the processing device (this embodiment is the processing device 12) is executed to complete the present invention.
  • the priority-based customer tracking system 10 can be divided into an acquisition module 01, a determination module 02, and a ranking module 03.
  • a module referred to in the present invention refers to a series of computer program instructions that are capable of performing a particular function, and are more suitable than the program to describe the execution of the priority-based customer tracking system 10 in the electronic device 1. The following description will specifically describe the functions of the acquisition module 01, the determination module 02, and the sequencing module 03.
  • the obtaining module 01 is configured to obtain a scheduled communication time point, an appointment communication duration, and a customer type of each customer to be communicated.
  • the staff such as remote agents, often need to actively track all the stock customers and the prospective customers.
  • the remote agents and the prospective customers are determined with the customer in a communication process. After one time of the appointment communication time, the remote agent will promptly follow up the customer according to the appointment communication time point. In this embodiment, the pre-requisite of each customer to be communicated is obtained. At the time of communication, for example, a customer follow-up time recording interface can be provided. After the remote agent determines the next appointment communication time point in the communication process with the intended customer, the customer can be called up by clicking a button or the like.
  • the customer follow-up time record interface can be used by the remote agent to add a new record to enter the newly added customer information of the customer to be communicated, the appointment communication time point and other information, and also can be used by the remote agent to update the existing record, such as
  • the appointment communication time point of the customer to be communicated in the existing record is updated to the latest appointment communication time point determined by the customer to be communicated, so that the latest appointment of each customer to be communicated can be obtained in real time through the customer follow-up time recording interface. Communication time points.
  • the duration of the appointment communication and the type of the client for each client to be communicated are also obtained, and the length of the appointment communication is the length of communication between the remote agent and the intended client in the communication process with the next appointment determined by the client, or,
  • the communication duration can also be the length of communication that the remote agent predicts to communicate with the customer's next appointment after the communication with the intended client is completed, such as 2 hours, 5 minutes, etc., and is not limited here.
  • the customer type can be classified into a member customer or a non-member customer according to the identity attribute of each customer to be communicated, or can be classified as an old customer with a purchase record or a new customer without a purchase record according to the historical purchase record of each customer to be communicated, etc. Etc., there is no limit here.
  • the determining module 02 is configured to calculate a time difference between the scheduled communication time point of each to-be-communicated client and the current time, and determine each of the to-be-connected customers according to a preset rule according to the calculated time difference before and after, the length of the communication time of the reservation, and the type of the customer. Communication priority.
  • Real-time access to the current system time and after obtaining the scheduled communication time point of each customer to be communicated, calculate the time difference between the scheduled communication time point of each to-be-connected customer and the current system time, such as calculating the appointment communication of the customer to be communicated
  • the time point is N minutes before the current system time
  • the scheduled communication time point of the communication client is N minutes after the current system time.
  • the priority of each reservation to be communicated is determined according to the calculated time difference between the scheduled communication time point of each customer to be communicated and the current system time.
  • the priority of the appointment communication time point before the current system time may be set to be higher than the reservation communication time point after the current system time to be communicated to ensure that More advance communication with the customers to be communicated in advance to avoid the impact of the customer who is not communicating at the scheduled communication time point on the overall follow-up communication plan and thus reduce the overall satisfaction of the customer in the remote service.
  • the priority of the reserved communication duration may be determined according to the length of the scheduled communication. For example, since the session with a long communication time is generally more important than the session with a shorter communication time or has more possibility of having a substantial effective content, it may be set.
  • the priority of the appointment communication with a longer appointment time is higher than the priority of the appointment communication with a shorter duration of the appointment communication. For example, it is more important to communicate for up to 2 hours than to communicate for only 5 minutes.
  • the customer type priority can also be determined according to the customer type. For example, a customer who has registered a member or has a history of purchase often has a higher recognition of the product, and the chance of re-purchasing is much greater than that of a non-member or no purchase history.
  • the customer type of the set member customer has a higher priority than the customer type of the non-member customer, or the customer type of the old customer with the purchase record has a higher priority than the customer type of the new customer without the purchase record.
  • the communication priority M of each customer to be communicated can be comprehensively determined, and the formula is as follows:
  • a is the weight coefficient of the preset reservation time priority M1
  • b is the weight coefficient of the preset reservation communication duration priority M2
  • c is the weight coefficient of the preset customer type priority M3.
  • the priority values of the different reservation time priority M1, the reserved communication time priority M2, the customer type priority M3, and the corresponding weight coefficients may be preset to adjust the time difference before and after the reservation according to the needs of the actual application.
  • the extent to which the duration or type of customer affects the communication priority of the client to be communicated If priority is given to communicating the customer to be communicated at the time of the scheduled communication, the priority value of the reservation time priority M1 and the corresponding weight coefficient a may be increased, and if the priority is to communicate with the member customer or the old customer who has the purchase record, Increase the priority value of the customer type priority M3 and the corresponding weight coefficient c.
  • the embodiment provides an optional coefficient ratio, which can set a, b, and c to be 0.65, 0.25, and 0.10, respectively, and M1 corresponds to the current communication time before the current system time.
  • the priority value is 2.5, and the priority value of M1 is 1.5 after the current system time at the scheduled communication time point; the corresponding priority value is 2 when M2 is greater than 1 hour, and the M2 is less than 1 for the scheduled communication time.
  • the corresponding priority value is 1 in hours; M3 corresponds to a priority value of 1.5 when the customer is a member customer or an old customer with a purchase record, and M3 corresponds to the priority when the customer is a non-member customer or a new customer without a purchase record.
  • the level value is 0.5. In this way, it is possible to balance the appointment communication time point of each customer to be communicated, the appointment communication time and the guest. The impact of these three factors on the type of households, the most reasonable communication priority is calculated for each customer to be communicated, so that the staff, such as the agent, prioritize the customers who are more important and need to communicate in the first time to improve the remote service. The effectiveness and effectiveness of customer follow-up.
  • the sorting module 03 is configured to display each of the to-be-communicated customers according to the level of communication priority, so that the user can prioritize the high-priority to-be-communicated customers.
  • each communication-to-communication customer may be in order of communication priority from high to low. Sorting and displaying, the staff, such as remote agents, can follow the customer's follow-up work according to the priority of the communication priority according to the displayed priority, in order to prioritize the high priority communication customers.
  • the predetermined number of customers to be communicated with the communication priority ranking may also be marked.
  • the presets to be communicated among the users to be communicated according to the priority of the communication priority may be sorted.
  • the quantity (such as 10) to be communicated by customers to be bolded, highlighted, specific colors (red), enlarged fonts, notes, etc. to mark the display, so that the preset number of the top ranked (such as 10) to be communicated to the customer
  • the preset number with a higher priority (such as 10) is clearly distinguished from the other priority customers by the customer to remind the staff to handle the higher priority communication customers in a timely manner.
  • the preset number of the to-be-communicated customers (such as 10) to be communicated in the order of communication priority may also be obtained. Status, etc.
  • send a preset number (such as 10) of the information to be communicated to the preset terminal such as sending a preset number (such as 10) of the information to be communicated to the customer via SMS, WeChat, email, etc.
  • Remotely seated mobile phone In this way, when the remote agent is on a business trip or on the go, the information of the customer to be communicated that needs to be followed up can be obtained in time, so as to avoid missing the priority to communicate with the customer to be communicated.
  • the time difference between the latest scheduled communication time point and the current time of each customer to be communicated is calculated, and the communication priority of each to-be-connected customer is determined according to the calculated time difference before and after and the preset rule; High and low sorting is displayed. Since the time difference between the scheduled communication time point and the current time of each customer to be communicated can be calculated, and the preset rule is used to determine the communication priority corresponding to the different communication time difference, so that the customer can be different according to each customer. Appointment of communication time points to dynamically and reasonably prioritize different customers for follow-up The customer prioritizes the high priority communication customers, ensures the satisfaction of as many customers as possible, and improves the efficiency of remote service.
  • the determining module 02 may be used to:
  • the scheduled communication time point is before the current time, and the time difference between the scheduled communication time point and the current time is greater than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority before the appointment time;
  • the time difference between the scheduled communication time point and the current time is less than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority in the appointment time;
  • the scheduled communication time point is after the current time, and the time difference between the scheduled communication time point and the current time is greater than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority after the appointment time;
  • the priority of the reservation time is higher than the priority before the reservation time, and the priority before the reservation time is higher than the priority after the reservation time.
  • the communication priority of each client is preset to three priorities, which are priority before the reservation time, priority in the reservation time, priority after the reservation time, and priority of the three priorities.
  • the definitions are as follows:
  • the preset value (such as 1 minute) is used before the scheduled communication time point reaches the current time, and the priority is higher;
  • the priority of the appointment time which is used in the interval before and after the scheduled communication time point reaches the preset time (for example, 1 minute), and the priority is the highest;
  • the preset value (such as 1 minute) is used after the scheduled communication time point exceeds the current time, and the priority is the lowest.
  • the order of priority is: priority in the reservation time > priority before the reservation time > priority after the reservation time.
  • the preset value is a variable, which can be set according to the difference of business in different industries, such as 1 minute.
  • the communication to be communicated before 9:59:00 is the priority before the appointment time
  • the communication time is between 9:59 and 10:01.
  • the customer is the priority in the appointment time
  • the customer who is scheduled to communicate after 10:01 is the priority after the appointment time.
  • the time difference between the reservation communication time point and the current time is smaller, and the reservation communication time point is to be waited.
  • the higher the priority of communication customers the more accurate the ranking of each customer to be communicated.
  • the present invention further provides a priority based customer follow-up method.
  • FIG. 3 is a schematic flowchart diagram of an embodiment of a priority-based customer follow-up method according to the present invention.
  • the priority based customer follow-up method comprises:
  • Step S10 Obtain a reservation communication time point, an appointment communication duration, and a customer type of each customer to be communicated.
  • the staff such as remote agents
  • the remote agents and the prospective customers are determined with the customer in a communication process.
  • the remote agent will promptly follow up the customer according to the appointment communication time point.
  • the time of the appointment communication of each customer to be communicated is obtained.
  • a customer follow-up time recording interface may be provided, and the remote agent determines the next scheduled communication time point during the communication process with the intended customer.
  • the customer follow-up time record interface can be called up by clicking a button, etc., and the customer information (such as name, contact information, current business status, etc.) of the customer to be communicated is recorded on the customer follow-up time record interface, and the time of the appointment communication is recorded. And other information.
  • the customer follow-up time record interface can be used by the remote agent to add a new record to enter the newly added customer information of the customer to be communicated, the appointment communication time point and other information, and also can be used by the remote agent to update the existing record, such as
  • the appointment communication time point of the customer to be communicated in the existing record is updated to the latest appointment communication time point determined by the customer to be communicated, so that the latest appointment of each customer to be communicated can be obtained in real time through the customer follow-up time recording interface. Communication time points.
  • the appointment communication duration and the client type of each customer to be communicated are also obtained, and the appointment communication duration is the next pre-determination determined by the remote agent and the intended customer during the communication process with the customer.
  • the length of communication, or the length of the appointment communication may also be the length of communication that the remote agent predicts to communicate with the customer for the next appointment after communication with the intended client, such as 2 hours, 5 minutes, etc. Make a limit.
  • the customer type can be classified into a member customer or a non-member customer according to the identity attribute of each customer to be communicated, or can be classified as an old customer with a purchase record or a new customer without a purchase record according to the historical purchase record of each customer to be communicated, etc. Etc., there is no limit here.
  • Step S20 calculating a time difference between the scheduled communication time point of each to-be-communicated customer and the current time, and determining the communication priority of each to-be-connected customer according to a preset rule according to the calculated time difference before and after, the length of the communication time of the reservation, and the type of the customer. .
  • Real-time access to the current system time and after obtaining the scheduled communication time point of each customer to be communicated, calculate the time difference between the scheduled communication time point of each to-be-connected customer and the current system time, such as calculating the appointment communication of the customer to be communicated
  • the time point is N minutes before the current system time
  • the scheduled communication time point of the communication client is N minutes after the current system time.
  • the priority of the appointment communication time point before the current system time may be set to be higher than the reservation communication time point after the current system time to be communicated to ensure that More advance communication with the customers to be communicated in advance to avoid the impact of the customer who is not communicating at the scheduled communication time point on the overall follow-up communication plan and thus reduce the overall satisfaction of the customer in the remote service.
  • the priority of the reserved communication duration may be determined according to the length of the scheduled communication. For example, since the session with a long communication time is generally more important than the session with a shorter communication time or has more possibility of having a substantial effective content, it may be set.
  • the priority of the appointment communication with a longer appointment time is higher than the priority of the appointment communication with a shorter duration of the appointment communication. For example, it is more important to communicate for up to 2 hours than to communicate for only 5 minutes.
  • the customer type priority can also be determined according to the customer type. For example, a customer who has registered a member or has a history of purchase often has a higher recognition of the product, and the chance of re-purchasing is much greater than that of a non-member or no purchase history.
  • the customer type of the set member customer has a higher priority than the customer type of the non-member customer, or the customer type of the old customer with the purchase record has a higher priority than the customer type of the new customer without the purchase record.
  • Level M2 customer type priority M3
  • the formula is as follows:
  • a is the weight coefficient of the preset reservation time priority M1
  • b is the weight coefficient of the preset reservation communication duration priority M2
  • c is the weight coefficient of the preset customer type priority M3.
  • the priority values of the different reservation time priority M1, the reserved communication time priority M2, the customer type priority M3, and the corresponding weight coefficients may be preset to adjust the time difference before and after the reservation according to the needs of the actual application.
  • the extent to which the duration or type of customer affects the communication priority of the client to be communicated If priority is given to communicating the customer to be communicated at the time of the scheduled communication, the priority value of the reservation time priority M1 and the corresponding weight coefficient a may be increased, and if the priority is to communicate with the member customer or the old customer who has the purchase record, Increase the priority value of the customer type priority M3 and the corresponding weight coefficient c.
  • the embodiment provides an optional coefficient ratio, which can set a, b, and c to be 0.65, 0.25, and 0.10, respectively, and M1 corresponds to the current communication time before the current system time.
  • the priority value is 2.5, and the priority value of M1 is 1.5 after the current system time at the scheduled communication time point; the corresponding priority value is 2 when M2 is greater than 1 hour, and the M2 is less than 1 for the scheduled communication time.
  • the corresponding priority value is 1 in hours; M3 corresponds to a priority value of 1.5 when the customer is a member customer or an old customer with a purchase record, and M3 corresponds to the priority when the customer is a non-member customer or a new customer without a purchase record.
  • the level value is 0.5. In this way, the influence of the three factors of the appointment communication time, the appointment communication time and the customer type of each customer to be communicated can be balanced, and the most reasonable communication priority is calculated for each customer to be communicated, so that the staff member is preferred as the agent. Improve the effectiveness and effectiveness of customer follow-up in remote services by handling customers who are more important and need to follow up the communication in the first place.
  • step S30 each of the to-be-communicated customers is displayed in order of communication priority level, so that the user preferentially handles the high priority communication to be communicated.
  • each communication-to-communication customer may be in order of communication priority from high to low. Sorting and displaying, the staff, such as remote agents, can follow the customer's follow-up work according to the priority of the communication priority according to the displayed priority, in order to prioritize the high priority communication customers.
  • the communication priority may also be prioritized by a preset number of to-be-connected users.
  • the user can mark, for example, the preset number of customers to be communicated according to the priority of the communication priority (such as 10) to be communicated to the customer for bold, highlight, specific color (red), plus Large fonts, notes, etc. are marked to display, so that the preset number of the top ranking (such as 10) is to be communicated to the customer, that is, the higher priority number (such as 10) is to be communicated to the customer clearly different from other priorities.
  • the customer reminds the staff to handle the higher priority customers to be communicated in a timely manner.
  • the preset number of the to-be-communicated customers (such as 10) to be communicated in the order of communication priority may also be obtained. Status, etc.
  • send a preset number (such as 10) of the information to be communicated to the preset terminal such as sending a preset number (such as 10) of the information to be communicated to the customer via SMS, WeChat, email, etc.
  • Remotely seated mobile phone In this way, when the remote agent is on a business trip or on the go, the information of the customer to be communicated that needs to be followed up can be obtained in time, so as to avoid missing the priority to communicate with the customer to be communicated.
  • the time difference between the latest scheduled communication time point and the current time of each customer to be communicated is calculated, and the communication priority of each to-be-connected customer is determined according to the calculated time difference before and after and the preset rule; High and low sorting is displayed. Since the time difference between the scheduled communication time point and the current time of each customer to be communicated can be calculated, and the preset rule is used to determine the communication priority corresponding to the different communication time difference, so that the customer can be different according to each customer. Appointment communication time points to dynamically and reasonably prioritize different customers, so that users can prioritize the high priority communication customers, ensure the satisfaction of as many customers as possible, and improve the efficiency of remote service.
  • the step of determining the communication priority of each to-be-communicated client according to the calculated time-to-front time difference and the preset rule in the foregoing step S20 may include:
  • the scheduled communication time point is before the current time, and the time difference between the scheduled communication time point and the current time is greater than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority before the appointment time;
  • the time difference between the scheduled communication time point and the current time is less than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority in the appointment time;
  • appointment communication time point is after the current time, and the appointment communication time point is the current time If the difference is greater than the preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority after the appointment time;
  • the priority of the reservation time is higher than the priority before the reservation time, and the priority before the reservation time is higher than the priority after the reservation time.
  • the communication priority of each client is preset to three priorities, which are priority before the reservation time, priority in the reservation time, priority after the reservation time, and priority of the three priorities.
  • the definitions are as follows:
  • the preset value (such as 1 minute) is used before the scheduled communication time point reaches the current time, and the priority is higher;
  • the priority of the appointment time which is used in the interval before and after the scheduled communication time point reaches the preset time (for example, 1 minute), and the priority is the highest;
  • the preset value (such as 1 minute) is used after the scheduled communication time point exceeds the current time, and the priority is the lowest.
  • the order of priority is: priority in the reservation time > priority before the reservation time > priority after the reservation time.
  • the preset value is a variable, which can be set according to the difference of business in different industries, such as 1 minute.
  • the communication to be communicated before 9:59:00 is the priority before the appointment time
  • the communication time is between 9:59 and 10:01.
  • the customer is the priority in the appointment time
  • the customer who is scheduled to communicate after 10:01 is the priority after the appointment time.
  • the time difference between the reservation communication time point and the current time is smaller, and the reservation communication time point is to be waited.
  • the higher the priority of communication customers the more accurate the ranking of each customer to be communicated.
  • the present invention also provides a computer readable storage medium, the computer readable storage medium Storing a priority-based customer tracking system, the priority-based customer tracking system being executable by at least one processing device to cause the at least one processing device to perform a priority-based customer as in the above embodiments
  • the specific implementation process of the steps S10, S20, and S30 of the priority-based customer follow-up method is as described above, and is not described herein again.
  • the foregoing embodiment method can be implemented by means of software plus a necessary general hardware platform, and can also be implemented by hardware, but in many cases, the former is A better implementation.
  • the technical solution of the present invention which is essential or contributes to the prior art, may be embodied in the form of a software product stored in a storage medium (such as ROM/RAM, disk,
  • the optical disc includes a number of instructions for causing a terminal device (which may be a cell phone, a computer, a server, an air conditioner, or a network device, etc.) to perform the methods described in various embodiments of the present invention.

Abstract

A priority-based customer follow-up method and system, an electronic apparatus and a readable storage medium. The method comprises: acquiring an appointed communication time point, an appointed communication duration and a customer type of each customer to be communicated with (S10); calculating a time difference between the appointed communication time point of each customer to be communicated with and the current time, and according to the calculated time difference, the appointed communication duration and the customer type, determining, according to a pre-set rule, a communication priority of each customer to be communicated with (S20); and displaying each customer to be communicated with according to the descending order of communication priorities (S30), so that a user prioritizes a customer to be communicated with with a higher priority. By means of the method, a user prioritizes a customer to be communicated with with a higher priority, thereby improving the efficiency of remote service marketing.

Description

基于优先级的客户跟进方法、系统、电子装置及可读存储介质Priority-based customer follow-up method, system, electronic device and readable storage medium
优先权申明Priority claim
本申请基于巴黎公约申明享有2017年8月4日递交的申请号为CN201710658105.X、名称为“基于优先级的客户跟进方法、系统及可读存储介质”中国专利申请的优先权,该中国专利申请的整体内容以参考的方式结合在本申请中。This application is based on the Paris Convention affirming the priority of the Chinese patent application entitled "Priority-based customer follow-up method, system and readable storage medium" submitted on August 4, 2017, CN201710658105.X, China The entire content of the patent application is incorporated herein by reference.
技术领域Technical field
本发明涉及计算机技术领域,尤其涉及一种基于优先级的客户跟进方法、系统、电子装置及可读存储介质。The present invention relates to the field of computer technologies, and in particular, to a priority-based client follow-up method, system, electronic device, and readable storage medium.
背景技术Background technique
在当前的远程服销场景下,工作人员如坐席会与客户确定预约沟通时间,该预约时间点往往为一个具体的时间点。但是在实际场景中,往往会出现坐席在与A客户沟通耗时较长,不能按照约定的准确时间与B客户沟通。而当结束与A客户沟通后,往往又到了与C客户约定的沟通时间,此时若按照B的沟通优先级高于C来进行沟通,实际上B、C两个客户都不会满意。因此,需要一种针对不同客户的预约沟通时间进行跟进任务优先级划分的技术方案,以提高与不同客户的沟通效率及合理性。In the current remote service scenario, the staff, such as the agent, will determine the appointment communication time with the customer, which is often a specific time point. However, in actual situations, it is often the case that the agent spends a long time communicating with the A customer, and cannot communicate with the B customer according to the agreed exact time. When the communication with the A customer ends, it is often the communication time agreed with the C customer. At this time, if the communication priority of B is higher than C, the two customers B and C will not be satisfied. Therefore, there is a need for a technical solution for prioritizing tasks for different customers' appointment communication time to improve communication efficiency and rationality with different customers.
发明内容Summary of the invention
本发明的主要目的在于提供一种基于优先级的客户跟进方法、系统、电子装置及可读存储介质,旨在提高客户跟进的沟通效率。The main object of the present invention is to provide a priority-based customer follow-up method, system, electronic device and readable storage medium, which aims to improve the communication efficiency of customer follow-up.
为实现上述目的,本申请第一方面提供一种电子装置,所述电子装置包括存储设备、处理设备,所述存储设备上存储有可在所述处理设备上运行的基于优先级的客户跟进系统,所述基于优先级的客户跟进系统被所述处理设备执行时实现如下步骤:To achieve the above objective, a first aspect of the present application provides an electronic device, where the electronic device includes a storage device and a processing device, where the priority device-based customer that can run on the processing device is stored The system, when the priority-based customer follow-up system is executed by the processing device, implements the following steps:
A、获取每个待沟通客户的预约沟通时间点、预约沟通时长及客户类型;A. Obtain the appointment communication time point, appointment communication duration and customer type of each customer to be communicated;
B、计算每个待沟通客户的预约沟通时间点与当前时间的前后时间差,并根据计算出的前后时间差、预约沟通时长及客户类型,按预设规则确定每个 待沟通客户的沟通优先级;B. Calculate the time difference between the scheduled communication time point of each customer to be communicated and the current time, and determine each according to the preset rule according to the calculated time difference before and after, the length of the appointment communication and the type of the customer. Communication priority of the customer to be communicated;
C、将每个待沟通客户按沟通优先级的高低排序进行展示,以供用户优先处理优先级高的待沟通客户。C. Display each customer to be communicated according to the level of communication priority, so that the user can prioritize the high priority communication customers.
本申请第二方面提供一种基于优先级的客户跟进方法,应用于电子装置,所述方法包括:The second aspect of the present application provides a priority-based customer follow-up method, which is applied to an electronic device, and the method includes:
A、获取每个待沟通客户的预约沟通时间点、预约沟通时长及客户类型;A. Obtain the appointment communication time point, appointment communication duration and customer type of each customer to be communicated;
B、计算每个待沟通客户的预约沟通时间点与当前时间的前后时间差,并根据计算出的前后时间差、预约沟通时长及客户类型,按预设规则确定每个待沟通客户的沟通优先级;B. Calculate the time difference between the time of the appointment communication of each customer to be communicated and the current time, and determine the communication priority of each customer to be communicated according to the preset rule according to the calculated time difference before and after, the length of the appointment communication time and the type of the customer;
C、将每个待沟通客户按沟通优先级的高低排序进行展示,以供用户优先处理优先级高的待沟通客户。C. Display each customer to be communicated according to the level of communication priority, so that the user can prioritize the high priority communication customers.
本申请第三方面提供一种基于优先级的客户跟进系统,所述基于优先级的客户跟进系统包括:A third aspect of the present application provides a priority-based customer tracking system, the priority-based customer tracking system comprising:
获取模块,用于获取每个待沟通客户的预约沟通时间点、预约沟通时长及客户类型;The obtaining module is configured to obtain an appointment communication time point, an appointment communication duration, and a customer type of each customer to be communicated;
确定模块,用于计算每个待沟通客户的预约沟通时间点与当前时间的前后时间差,并根据计算出的前后时间差、预约沟通时长及客户类型,按预设规则确定每个待沟通客户的沟通优先级;The determining module is configured to calculate a time difference between the scheduled communication time point and the current time of each customer to be communicated, and determine the communication of each customer to be communicated according to a preset rule according to the calculated time difference before and after, the length of the communication time of the appointment, and the type of the customer. priority;
排序模块,用于将每个待沟通客户按沟通优先级的高低排序进行展示,以供用户优先处理优先级高的待沟通客户。The sorting module is configured to display each of the to-be-communicated customers according to the level of communication priority, so that the user can prioritize the high-priority communication to be communicated.
本申请第四方面提供一种计算机可读存储介质,其上存储有至少一个可被处理设备执行以实现以下操作的计算机可读指令:A fourth aspect of the present application provides a computer readable storage medium having stored thereon at least one computer readable instruction executable by a processing device to:
A、获取每个待沟通客户的预约沟通时间点、预约沟通时长及客户类型;A. Obtain the appointment communication time point, appointment communication duration and customer type of each customer to be communicated;
B、计算每个待沟通客户的预约沟通时间点与当前时间的前后时间差,并根据计算出的前后时间差、预约沟通时长及客户类型,按预设规则确定每个待沟通客户的沟通优先级;B. Calculate the time difference between the time of the appointment communication of each customer to be communicated and the current time, and determine the communication priority of each customer to be communicated according to the preset rule according to the calculated time difference before and after, the length of the appointment communication time and the type of the customer;
C、将每个待沟通客户按沟通优先级的高低排序进行展示,以供用户优先处理优先级高的待沟通客户。C. Display each customer to be communicated according to the level of communication priority, so that the user can prioritize the high priority communication customers.
本发明提出的基于优先级的客户跟进方法、系统、电子装置及可读存储 介质,通过计算每个待沟通客户的最新预约沟通时间点与当前时间的前后时间差,并根据计算出的前后时间差、预约沟通时长及客户类型,按预设规则确定每个待沟通客户的沟通优先级;按沟通优先级的高低排序进行展示。由于能计算出每个待沟通客户的预约沟通时间点与当前时间的前后时间差、预约沟通时长及客户类型,并利用预设规则来确定出不同前后时间差的待沟通客户所对应的沟通优先级,从而能根据各个客户的不同预约沟通时间点来动态合理的对不同客户进行跟进优先级排序,以供用户优先处理优先级高的待沟通客户,确保尽可能多的客户满意,提高远程服销的效率。Priority-based customer follow-up method, system, electronic device and readable storage provided by the present invention The medium, by calculating the time difference between the latest appointment communication time point of each to-be-communicated customer and the current time, and determining the communication priority of each to-be-connected customer according to the preset rule according to the calculated time difference before and after, the appointment communication duration and the customer type Level; display according to the order of communication priority. Since the time difference between the scheduled communication time point of the to-be communicated client and the current time, the length of the appointment communication time, and the customer type can be calculated, and the preset rule is used to determine the communication priority corresponding to the customer to be communicated with different time difference, Therefore, it is possible to dynamically and reasonably prioritize different customers according to the different appointment time of each customer, so that the user can prioritize the high priority communication customers, ensure the satisfaction of as many customers as possible, and improve the remote service. s efficiency.
附图说明DRAWINGS
图1为本发明基于优先级的客户跟进系统10较佳实施例的运行环境示意图;1 is a schematic diagram of an operating environment of a priority-based customer tracking system 10 according to a preferred embodiment of the present invention;
图2为本发明基于优先级的客户跟进系统一实施例的功能模块示意图;2 is a schematic diagram of functional modules of an embodiment of a priority-based customer tracking system according to the present invention;
图3为本发明基于优先级的客户跟进方法一实施例的流程示意图。FIG. 3 is a schematic flowchart diagram of an embodiment of a priority-based customer follow-up method according to the present invention.
本发明目的的实现、功能特点及优点将结合实施例,参照附图做进一步说明。The implementation, functional features, and advantages of the present invention will be further described in conjunction with the embodiments.
具体实施方式Detailed ways
为了使本发明所要解决的技术问题、技术方案及有益效果更加清楚、明白,以下结合附图和实施例,对本发明进行进一步详细说明。应当理解,此处所描述的具体实施例仅仅用以解释本发明,并不用于限定本发明。The present invention will be further described in detail below with reference to the accompanying drawings and embodiments, in order to make the present invention. It is understood that the specific embodiments described herein are merely illustrative of the invention and are not intended to limit the invention.
本发明提供一种基于优先级的客户跟进系统。请参阅图1,是本发明基于优先级的客户跟进系统10较佳实施例的运行环境示意图。The present invention provides a priority based customer follow-up system. Please refer to FIG. 1, which is a schematic diagram of an operating environment of a preferred embodiment of the priority-based customer tracking system 10.
在本实施例中,所述的基于优先级的客户跟进系统10安装并运行于电子装置1中。该电子装置1可包括,但不仅限于,存储设备11、处理设备12及显示器13。图1仅示出了具有组件11-13的电子装置1,但是应理解的是,并不要求实施所有示出的组件,可以替代的实施更多或者更少的组件。In the present embodiment, the priority-based customer tracking system 10 is installed and operated in the electronic device 1. The electronic device 1 may include, but is not limited to, a storage device 11, a processing device 12, and a display 13. Figure 1 shows only the electronic device 1 with components 11-13, but it should be understood that not all illustrated components may be implemented, and more or fewer components may be implemented instead.
所述存储设备11在一些实施例中可以是所述电子装置1的内部存储单元,例如该电子装置1的硬盘或内存。所述存储设备11在另一些实施例中也可以是所述电子装置1的外部存储设备,例如所述电子装置1上配备的插接 式硬盘,智能存储卡(Smart Media Card,SMC),安全数字(Secure Digital,SD)卡,闪存卡(Flash Card)等。进一步地,所述存储设备11还可以既包括所述电子装置1的内部存储单元也包括外部存储设备。所述存储设备11用于存储安装于所述电子装置1的应用软件及各类数据,例如所述基于优先级的客户跟进系统10的程序代码等。所述存储设备11还可以用于暂时地存储已经输出或者将要输出的数据。The storage device 11 may in some embodiments be an internal storage unit of the electronic device 1, such as a hard disk or memory of the electronic device 1. The storage device 11 may also be an external storage device of the electronic device 1 in other embodiments, such as a plug-in provided on the electronic device 1 Hard disk, smart memory card (SMC), Secure Digital (SD) card, flash card (Flash Card), etc. Further, the storage device 11 may also include both an internal storage unit of the electronic device 1 and an external storage device. The storage device 11 is configured to store application software and various types of data installed in the electronic device 1, such as the program code of the priority-based customer follow-up system 10. The storage device 11 can also be used to temporarily store data that has been output or is about to be output.
所述处理设备12在一些实施例中可以是一中央处理器(Central Processing Unit,CPU),微处理器或其他数据处理芯片,用于运行所述存储设备11中存储的程序代码或处理数据,例如执行所述基于优先级的客户跟进系统10等。The processing device 12 may be a central processing unit (CPU), a microprocessor or other data processing chip for running program code or processing data stored in the storage device 11, in some embodiments, For example, the priority-based customer follow-up system 10 and the like are executed.
所述显示器13在一些实施例中可以是LED显示器、液晶显示器、触控式液晶显示器以及OLED(Organic Light-Emitting Diode,有机发光二极管)触摸器等。所述显示器13用于显示在所述电子装置1中处理的信息以及用于显示可视化的用户界面,例如每个待沟通客户的预约沟通时间点、按沟通优先级的高低进行排序展示的待沟通客户信息等。所述电子装置1的部件11-13通过系统总线相互通信。The display 13 in some embodiments may be an LED display, a liquid crystal display, a touch-sensitive liquid crystal display, an OLED (Organic Light-Emitting Diode) touch sensor, or the like. The display 13 is configured to display information processed in the electronic device 1 and a user interface for displaying visualization, for example, a scheduled communication time point of each customer to be communicated, and a communication to be displayed according to the priority of the communication priority. Customer information, etc. The components 11-13 of the electronic device 1 communicate with one another via a system bus.
请参阅图2,是本发明基于优先级的客户跟进系统10较佳实施例的功能模块图。在本实施例中,所述的基于优先级的客户跟进系统10可以被分割成一个或多个模块,所述一个或者多个模块被存储于所述存储设备11中,并由一个或多个处理设备(本实施例为所述处理设备12)所执行,以完成本发明。例如,在图4中,所述的基于优先级的客户跟进系统10可以被分割成获取模块01、确定模块02及排序模块03。本发明所称的模块是指能够完成特定功能的一系列计算机程序指令段,比程序更适合于描述所述基于优先级的客户跟进系统10在所述电子装置1中的执行过程。以下描述将具体介绍所述获取模块01、确定模块02及排序模块03的功能。Please refer to FIG. 2, which is a functional block diagram of a preferred embodiment of the priority-based customer tracking system 10 of the present invention. In this embodiment, the priority-based customer tracking system 10 can be divided into one or more modules, the one or more modules being stored in the storage device 11 and composed of one or more The processing device (this embodiment is the processing device 12) is executed to complete the present invention. For example, in FIG. 4, the priority-based customer tracking system 10 can be divided into an acquisition module 01, a determination module 02, and a ranking module 03. A module referred to in the present invention refers to a series of computer program instructions that are capable of performing a particular function, and are more suitable than the program to describe the execution of the priority-based customer tracking system 10 in the electronic device 1. The following description will specifically describe the functions of the acquisition module 01, the determination module 02, and the sequencing module 03.
获取模块01,用于获取每个待沟通客户的预约沟通时间点、预约沟通时长及客户类型。The obtaining module 01 is configured to obtain a scheduled communication time point, an appointment communication duration, and a customer type of each customer to be communicated.
在远程服销场景下,工作人员如远程坐席往往需要对所有的存量客户以及挖掘到的准客户进行主动跟踪,一般情况下为远程坐席与有意向的客户在一次沟通过程中与该客户确定下一次的预约沟通时间点后,远程坐席根据预约沟通时间点来及时主动跟进客户。本实施例中,获取每个待沟通客户的预 约沟通时间点,例如,可提供一客户跟进时间记录界面,远程坐席在与有意向的客户在沟通过程中确定了下一次的预约沟通时间点后,可通过点击按钮等方式调出客户跟进时间记录界面,在该客户跟进时间记录界面上记录待沟通客户的客户信息(如姓名、联系方式、当前业务状态等)、预约沟通时间点等信息。其中,客户跟进时间记录界面可供远程坐席新增一条记录来录入新增的待沟通客户的客户信息、预约沟通时间点等信息,也可供远程坐席对已有的记录进行更新,如可将已有记录中待沟通客户的预约沟通时间点更新为最新与待沟通客户确定的预约沟通时间点,这样,通过客户跟进时间记录界面即可实时的获取到每一待沟通客户最新的预约沟通时间点。In the remote service scenario, the staff, such as remote agents, often need to actively track all the stock customers and the prospective customers. In general, the remote agents and the prospective customers are determined with the customer in a communication process. After one time of the appointment communication time, the remote agent will promptly follow up the customer according to the appointment communication time point. In this embodiment, the pre-requisite of each customer to be communicated is obtained. At the time of communication, for example, a customer follow-up time recording interface can be provided. After the remote agent determines the next appointment communication time point in the communication process with the intended customer, the customer can be called up by clicking a button or the like. Enter the time recording interface, and record the customer information (such as name, contact information, current business status, etc.) of the customer to be communicated, and the time of the appointment communication time on the customer follow-up time recording interface. Among them, the customer follow-up time record interface can be used by the remote agent to add a new record to enter the newly added customer information of the customer to be communicated, the appointment communication time point and other information, and also can be used by the remote agent to update the existing record, such as The appointment communication time point of the customer to be communicated in the existing record is updated to the latest appointment communication time point determined by the customer to be communicated, so that the latest appointment of each customer to be communicated can be obtained in real time through the customer follow-up time recording interface. Communication time points.
本实施例中,还获取每个待沟通客户的预约沟通时长及客户类型,预约沟通时长为远程坐席与有意向的客户在沟通过程中与该客户确定的下一次预约的沟通时长,或者,预约沟通时长也可以是远程坐席在与有意向的客户沟通完成后,预测出的与该客户下一次预约沟通的沟通时长,如2小时、5分钟等,在此不做限定。In this embodiment, the duration of the appointment communication and the type of the client for each client to be communicated are also obtained, and the length of the appointment communication is the length of communication between the remote agent and the intended client in the communication process with the next appointment determined by the client, or, The communication duration can also be the length of communication that the remote agent predicts to communicate with the customer's next appointment after the communication with the intended client is completed, such as 2 hours, 5 minutes, etc., and is not limited here.
客户类型可根据每个待沟通客户的身份属性区分为会员客户或非会员客户,也可根据每个待沟通客户的历史购买记录区分为有购买记录的老客户或无购买记录的新客户,等等,在此不做限定。The customer type can be classified into a member customer or a non-member customer according to the identity attribute of each customer to be communicated, or can be classified as an old customer with a purchase record or a new customer without a purchase record according to the historical purchase record of each customer to be communicated, etc. Etc., there is no limit here.
确定模块02,用于计算每个待沟通客户的预约沟通时间点与当前时间的前后时间差,并根据计算出的前后时间差、预约沟通时长及客户类型,按预设规则确定每个待沟通客户的沟通优先级。The determining module 02 is configured to calculate a time difference between the scheduled communication time point of each to-be-communicated client and the current time, and determine each of the to-be-connected customers according to a preset rule according to the calculated time difference before and after, the length of the communication time of the reservation, and the type of the customer. Communication priority.
实时获取当前系统时间,并在获取到每个待沟通客户的预约沟通时间点后,计算每个待沟通客户的预约沟通时间点与当前系统时间的前后时间差,如计算出待沟通客户的预约沟通时间点在当前系统时间之前N分钟,待沟通客户的预约沟通时间点在当前系统时间之后N分钟。根据计算出的每个待沟通客户的预约沟通时间点与当前系统时间的前后时间差,来确定每个待沟通客户的预约时间优先级。例如,在一种实施方式中,可设定预约沟通时间点在当前系统时间之前的待沟通客户的预约时间优先级高于预约沟通时间点在当前系统时间之后的待沟通客户,以保证尽可能更多的提前与待沟通客户进行跟进沟通,以避免未在预约沟通时间点进行跟进的待沟通客户对整个跟进沟通计划的影响进而降低远程服销中客户的整体满意度。 Real-time access to the current system time, and after obtaining the scheduled communication time point of each customer to be communicated, calculate the time difference between the scheduled communication time point of each to-be-connected customer and the current system time, such as calculating the appointment communication of the customer to be communicated The time point is N minutes before the current system time, and the scheduled communication time point of the communication client is N minutes after the current system time. The priority of each reservation to be communicated is determined according to the calculated time difference between the scheduled communication time point of each customer to be communicated and the current system time. For example, in an embodiment, the priority of the appointment communication time point before the current system time may be set to be higher than the reservation communication time point after the current system time to be communicated to ensure that More advance communication with the customers to be communicated in advance to avoid the impact of the customer who is not communicating at the scheduled communication time point on the overall follow-up communication plan and thus reduce the overall satisfaction of the customer in the remote service.
进一步地,还可根据预约沟通时长确定预约沟通时长优先级,例如,由于沟通时间较长的会话一般比沟通时间较短的会话更加重要或具有实质有效内容的可能性更大,因此,可设定预约沟通时长较长的预约沟通时长优先级高于预约沟通时长较短的预约沟通时长优先级。如一般沟通时长达2小时的事情比沟通时长仅5分钟就可以解决的事情要更加重要。Further, the priority of the reserved communication duration may be determined according to the length of the scheduled communication. For example, since the session with a long communication time is generally more important than the session with a shorter communication time or has more possibility of having a substantial effective content, it may be set. The priority of the appointment communication with a longer appointment time is higher than the priority of the appointment communication with a shorter duration of the appointment communication. For example, it is more important to communicate for up to 2 hours than to communicate for only 5 minutes.
还可根据客户类型确定客户类型优先级,例如,客户注册会员或有过购买历史的往往对产品的认可度更高,再次购买的几率比非会员或没有购买历史的要大很多,因此,可设定会员客户的客户类型优先级高于非会员客户的客户类型优先级,或者,有购买记录的老客户的客户类型优先级高于无购买记录的新客户的客户类型优先级。The customer type priority can also be determined according to the customer type. For example, a customer who has registered a member or has a history of purchase often has a higher recognition of the product, and the chance of re-purchasing is much greater than that of a non-member or no purchase history. The customer type of the set member customer has a higher priority than the customer type of the non-member customer, or the customer type of the old customer with the purchase record has a higher priority than the customer type of the new customer without the purchase record.
根据确定出的每个待沟通客户的预约时间优先级M1、预约沟通时长优先级M2、客户类型优先级M3,可综合确定出每个待沟通客户的沟通优先级M,公式如下:According to the determined reservation time priority M1, the reservation communication duration priority M2, and the customer type priority M3 of each to-be-communicated customer, the communication priority M of each customer to be communicated can be comprehensively determined, and the formula is as follows:
M=a*M1+b*M2+c*M3M=a*M1+b*M2+c*M3
其中,a为预设的预约时间优先级M1的权重系数,b为预设的预约沟通时长优先级M2的权重系数,c为预设的客户类型优先级M3的权重系数。Where a is the weight coefficient of the preset reservation time priority M1, b is the weight coefficient of the preset reservation communication duration priority M2, and c is the weight coefficient of the preset customer type priority M3.
本实施例中,可预先设定不同预约时间优先级M1、预约沟通时长优先级M2、客户类型优先级M3的优先级数值及对应的权重系数,以根据实际应用的需要调整前后时间差、预约沟通时长或客户类型对最终待沟通客户的沟通优先级的影响程度。如若优先考虑沟通快到预约沟通时间点的待沟通客户,则可提高预约时间优先级M1的优先级数值及对应的权重系数a,若优先考虑沟通会员客户或有购买记录的老客户,则可提高客户类型优先级M3的优先级数值及对应的权重系数c。经过大量案例及实验数据,本实施例提供一种可选的系数配比,可设定a、b、c分别为0.65、0.25、0.10,M1在预约沟通时间点在当前系统时间之前时对应的优先级数值为2.5,M1在预约沟通时间点在当前系统时间之后时对应的优先级数值为1.5;M2在预约沟通时长大于1小时时对应的优先级数值为2,M2在预约沟通时长小于1小时时对应的优先级数值为1;M3在客户为会员客户或有购买记录的老客户时对应的优先级数值为1.5,M3在客户为非会员客户或无购买记录的新客户时对应的优先级数值为0.5。这样,能均衡每个待沟通客户的预约沟通时间点、预约沟通时长及客 户类型这三方面因素的影响,为每个待沟通客户计算得到最合理的沟通优先级,以使工作人员如坐席优先处理较为重要且需第一时间进行跟进沟通的客户,提高远程服销中客户跟进的有效性及效益。In this embodiment, the priority values of the different reservation time priority M1, the reserved communication time priority M2, the customer type priority M3, and the corresponding weight coefficients may be preset to adjust the time difference before and after the reservation according to the needs of the actual application. The extent to which the duration or type of customer affects the communication priority of the client to be communicated. If priority is given to communicating the customer to be communicated at the time of the scheduled communication, the priority value of the reservation time priority M1 and the corresponding weight coefficient a may be increased, and if the priority is to communicate with the member customer or the old customer who has the purchase record, Increase the priority value of the customer type priority M3 and the corresponding weight coefficient c. After a large number of cases and experimental data, the embodiment provides an optional coefficient ratio, which can set a, b, and c to be 0.65, 0.25, and 0.10, respectively, and M1 corresponds to the current communication time before the current system time. The priority value is 2.5, and the priority value of M1 is 1.5 after the current system time at the scheduled communication time point; the corresponding priority value is 2 when M2 is greater than 1 hour, and the M2 is less than 1 for the scheduled communication time. The corresponding priority value is 1 in hours; M3 corresponds to a priority value of 1.5 when the customer is a member customer or an old customer with a purchase record, and M3 corresponds to the priority when the customer is a non-member customer or a new customer without a purchase record. The level value is 0.5. In this way, it is possible to balance the appointment communication time point of each customer to be communicated, the appointment communication time and the guest. The impact of these three factors on the type of households, the most reasonable communication priority is calculated for each customer to be communicated, so that the staff, such as the agent, prioritize the customers who are more important and need to communicate in the first time to improve the remote service. The effectiveness and effectiveness of customer follow-up.
排序模块03,用于将每个待沟通客户按沟通优先级的高低排序进行展示,以供用户优先处理优先级高的待沟通客户。The sorting module 03 is configured to display each of the to-be-communicated customers according to the level of communication priority, so that the user can prioritize the high-priority to-be-communicated customers.
根据计算出的每个待沟通客户的预约沟通时间点与当前系统时间的前后时间差确定每个待沟通客户的沟通优先级之后,可按照沟通优先级从高到低的顺序对每个待沟通客户进行排序并展示,工作人员如远程坐席即可根据展示的按沟通优先级高低排序的待沟通客户依次进行客户跟进工作,以优先处理优先级高的待沟通客户。According to the calculated time difference between the scheduled communication time point of each to-be-connected customer and the current system time, after determining the communication priority of each communication-to-communication customer, each communication-to-communication customer may be in order of communication priority from high to low. Sorting and displaying, the staff, such as remote agents, can follow the customer's follow-up work according to the priority of the communication priority according to the displayed priority, in order to prioritize the high priority communication customers.
在一种实施方式中,还可将沟通优先级排序靠前的预设数量的待沟通客户进行标记,例如,可将按沟通优先级的高低排序展示的待沟通客户中排序靠前的预设数量(如10个)待沟通客户进行加粗、高亮、特定颜色(红色)、加大字体、备注等方式进行标记显示,使排序靠前的预设数量(如10个)待沟通客户即优先级较高的预设数量(如10个)待沟通客户明显区别于其他优先级的客户,以提醒工作人员如远程坐席及时处理优先级较高的待沟通客户。In an embodiment, the predetermined number of customers to be communicated with the communication priority ranking may also be marked. For example, the presets to be communicated among the users to be communicated according to the priority of the communication priority may be sorted. The quantity (such as 10) to be communicated by customers to be bolded, highlighted, specific colors (red), enlarged fonts, notes, etc. to mark the display, so that the preset number of the top ranked (such as 10) to be communicated to the customer The preset number with a higher priority (such as 10) is clearly distinguished from the other priority customers by the customer to remind the staff to handle the higher priority communication customers in a timely manner.
在另一种实施方式中,还可获取按沟通优先级的高低排序展示的待沟通客户中排序靠前的预设数量(如10个)待沟通客户的信息(如姓名、联系方式、当前业务状态等),并将预设数量(如10个)待沟通客户的信息发送至预设终端,如通过短信、微信、邮件等方式将预设数量(如10个)待沟通客户的信息发送至远程坐席的手机。这样,在远程坐席出差或外出时也能及时获知急需跟进的待沟通客户的信息,从而避免遗漏跟进优先级较高的待沟通客户。In another implementation manner, the preset number of the to-be-communicated customers (such as 10) to be communicated in the order of communication priority (such as the name, contact information, current service) may also be obtained. Status, etc.), and send a preset number (such as 10) of the information to be communicated to the preset terminal, such as sending a preset number (such as 10) of the information to be communicated to the customer via SMS, WeChat, email, etc. Remotely seated mobile phone. In this way, when the remote agent is on a business trip or on the go, the information of the customer to be communicated that needs to be followed up can be obtained in time, so as to avoid missing the priority to communicate with the customer to be communicated.
本实施例通过计算每个待沟通客户的最新预约沟通时间点与当前时间的前后时间差,并根据计算出的前后时间差与预设规则确定每个待沟通客户的沟通优先级;按沟通优先级的高低排序进行展示。由于能计算出每个待沟通客户的预约沟通时间点与当前时间的前后时间差,并利用预设规则来确定出不同前后时间差的待沟通客户所对应的沟通优先级,从而能根据各个客户的不同预约沟通时间点来动态合理的对不同客户进行跟进优先级排序,,以供用 户优先处理优先级高的待沟通客户,确保尽可能多的客户满意,提高远程服销的效率。In this embodiment, the time difference between the latest scheduled communication time point and the current time of each customer to be communicated is calculated, and the communication priority of each to-be-connected customer is determined according to the calculated time difference before and after and the preset rule; High and low sorting is displayed. Since the time difference between the scheduled communication time point and the current time of each customer to be communicated can be calculated, and the preset rule is used to determine the communication priority corresponding to the different communication time difference, so that the customer can be different according to each customer. Appointment of communication time points to dynamically and reasonably prioritize different customers for follow-up The customer prioritizes the high priority communication customers, ensures the satisfaction of as many customers as possible, and improves the efficiency of remote service.
进一步地,在其他实施例中,上述确定模块02可以用于:Further, in other embodiments, the determining module 02 may be used to:
若预约沟通时间点在当前时间之前,且预约沟通时间点与当前时间的时间差大于预设值,则确定该预约沟通时间点的待沟通客户为预约时间前优先级;If the scheduled communication time point is before the current time, and the time difference between the scheduled communication time point and the current time is greater than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority before the appointment time;
若预约沟通时间点与当前时间的时间差小于预设值,则确定该预约沟通时间点的待沟通客户为预约时间中优先级;If the time difference between the scheduled communication time point and the current time is less than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority in the appointment time;
若预约沟通时间点在当前时间之后,且预约沟通时间点与当前时间的时间差大于预设值,则确定该预约沟通时间点的待沟通客户为预约时间后优先级;If the scheduled communication time point is after the current time, and the time difference between the scheduled communication time point and the current time is greater than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority after the appointment time;
所述预约时间中优先级高于所述预约时间前优先级,所述预约时间前优先级高于所述预约时间后优先级。The priority of the reservation time is higher than the priority before the reservation time, and the priority before the reservation time is higher than the priority after the reservation time.
经过远程服销场景中的数据统计发现,在与客户的预约沟通时间前后一小段时间(如前后1分钟)内及时接触客户,客户满意度最高,销售成功率高。而提前一小段时间(如1分钟)联系客户也会取得较高的客户满意度,但超过一小段时间(如1分钟)之后才接触客户,客户满意度最低。After the statistics in the remote service scene, it is found that the customer has the highest customer satisfaction and high sales success rate in a short period of time (such as 1 minute before and after) before and after the customer's appointment communication time. Contacting customers in advance for a short period of time (such as 1 minute) will also result in higher customer satisfaction, but after a short period of time (such as 1 minute), the customer will be contacted with the lowest customer satisfaction.
因此,本实施例中,对每个客户的沟通优先级预先设定为三个优先级,分别为预约时间前优先级、预约时间中优先级、预约时间后优先级,这三个优先级的定义分别如下:Therefore, in this embodiment, the communication priority of each client is preset to three priorities, which are priority before the reservation time, priority in the reservation time, priority after the reservation time, and priority of the three priorities. The definitions are as follows:
预约时间前优先级,在预约沟通时间点到达当前时间之前预设值(如1分钟)均采用该优先级,此时优先级较高;Priority before the appointment time, the preset value (such as 1 minute) is used before the scheduled communication time point reaches the current time, and the priority is higher;
预约时间中优先级,在预约沟通时间点到达当前时间的前后预设值(如1分钟)的区间均采用该优先级,此时优先级最高;The priority of the appointment time, which is used in the interval before and after the scheduled communication time point reaches the preset time (for example, 1 minute), and the priority is the highest;
预约时间后优先级,在预约沟通时间点超过当前时间之后预设值(如1分钟)均采用该优先级,此时优先级最低。Priority after the appointment time. The preset value (such as 1 minute) is used after the scheduled communication time point exceeds the current time, and the priority is the lowest.
其中,优先级的顺序为:预约时间中优先级>预约时间前优先级>预约时间后优先级。预设值为变量,根据不同行业业务的差异可进行设定,如可设定为1分钟。 The order of priority is: priority in the reservation time > priority before the reservation time > priority after the reservation time. The preset value is a variable, which can be set according to the difference of business in different industries, such as 1 minute.
例如,若当前时间为10:00,则预约沟通时间点在9:59:00之前的待沟通客户为预约时间前优先级,预约沟通时间点在9:59至10:01之间的待沟通客户为预约时间中优先级,预约沟通时间点在10:01之后的待沟通客户为预约时间后优先级。For example, if the current time is 10:00, the communication to be communicated before 9:59:00 is the priority before the appointment time, and the communication time is between 9:59 and 10:01. The customer is the priority in the appointment time, and the customer who is scheduled to communicate after 10:01 is the priority after the appointment time.
进一步地,在各个预约时间前优先级、预约时间中优先级或预约时间后优先级对应的多个待沟通客户中,预约沟通时间点与当前时间的时间差越小,该预约沟通时间点的待沟通客户的优先级越高,从而能更加精确地对每个待沟通客户的优先级高低进行排序。Further, among the plurality of to-be-communicated customers corresponding to the priority before the reservation time, the priority in the reservation time, or the priority after the reservation time, the time difference between the reservation communication time point and the current time is smaller, and the reservation communication time point is to be waited. The higher the priority of communication customers, the more accurate the ranking of each customer to be communicated.
本发明进一步提供一种基于优先级的客户跟进方法。The present invention further provides a priority based customer follow-up method.
参照图3,图3为本发明基于优先级的客户跟进方法一实施例的流程示意图。Referring to FIG. 3, FIG. 3 is a schematic flowchart diagram of an embodiment of a priority-based customer follow-up method according to the present invention.
在一实施例中,该基于优先级的客户跟进方法包括:In an embodiment, the priority based customer follow-up method comprises:
步骤S10,获取每个待沟通客户的预约沟通时间点、预约沟通时长及客户类型。Step S10: Obtain a reservation communication time point, an appointment communication duration, and a customer type of each customer to be communicated.
在远程服销场景下,工作人员如远程坐席往往需要对所有的存量客户以及挖掘到的准客户进行主动跟踪,一般情况下为远程坐席与有意向的客户在一次沟通过程中与该客户确定下一次的预约沟通时间点后,远程坐席根据预约沟通时间点来及时主动跟进客户。本实施例中,获取每个待沟通客户的预约沟通时间点,例如,可提供一客户跟进时间记录界面,远程坐席在与有意向的客户在沟通过程中确定了下一次的预约沟通时间点后,可通过点击按钮等方式调出客户跟进时间记录界面,在该客户跟进时间记录界面上记录待沟通客户的客户信息(如姓名、联系方式、当前业务状态等)、预约沟通时间点等信息。其中,客户跟进时间记录界面可供远程坐席新增一条记录来录入新增的待沟通客户的客户信息、预约沟通时间点等信息,也可供远程坐席对已有的记录进行更新,如可将已有记录中待沟通客户的预约沟通时间点更新为最新与待沟通客户确定的预约沟通时间点,这样,通过客户跟进时间记录界面即可实时的获取到每一待沟通客户最新的预约沟通时间点。In the remote service scenario, the staff, such as remote agents, often need to actively track all the stock customers and the prospective customers. In general, the remote agents and the prospective customers are determined with the customer in a communication process. After one time of the appointment communication time, the remote agent will promptly follow up the customer according to the appointment communication time point. In this embodiment, the time of the appointment communication of each customer to be communicated is obtained. For example, a customer follow-up time recording interface may be provided, and the remote agent determines the next scheduled communication time point during the communication process with the intended customer. After that, the customer follow-up time record interface can be called up by clicking a button, etc., and the customer information (such as name, contact information, current business status, etc.) of the customer to be communicated is recorded on the customer follow-up time record interface, and the time of the appointment communication is recorded. And other information. Among them, the customer follow-up time record interface can be used by the remote agent to add a new record to enter the newly added customer information of the customer to be communicated, the appointment communication time point and other information, and also can be used by the remote agent to update the existing record, such as The appointment communication time point of the customer to be communicated in the existing record is updated to the latest appointment communication time point determined by the customer to be communicated, so that the latest appointment of each customer to be communicated can be obtained in real time through the customer follow-up time recording interface. Communication time points.
本实施例中,还获取每个待沟通客户的预约沟通时长及客户类型,预约沟通时长为远程坐席与有意向的客户在沟通过程中与该客户确定的下一次预 约的沟通时长,或者,预约沟通时长也可以是远程坐席在与有意向的客户沟通完成后,预测出的与该客户下一次预约沟通的沟通时长,如2小时、5分钟等,在此不做限定。In this embodiment, the appointment communication duration and the client type of each customer to be communicated are also obtained, and the appointment communication duration is the next pre-determination determined by the remote agent and the intended customer during the communication process with the customer. The length of communication, or the length of the appointment communication, may also be the length of communication that the remote agent predicts to communicate with the customer for the next appointment after communication with the intended client, such as 2 hours, 5 minutes, etc. Make a limit.
客户类型可根据每个待沟通客户的身份属性区分为会员客户或非会员客户,也可根据每个待沟通客户的历史购买记录区分为有购买记录的老客户或无购买记录的新客户,等等,在此不做限定。The customer type can be classified into a member customer or a non-member customer according to the identity attribute of each customer to be communicated, or can be classified as an old customer with a purchase record or a new customer without a purchase record according to the historical purchase record of each customer to be communicated, etc. Etc., there is no limit here.
步骤S20,计算每个待沟通客户的预约沟通时间点与当前时间的前后时间差,并根据计算出的前后时间差、预约沟通时长及客户类型,按预设规则确定每个待沟通客户的沟通优先级。Step S20, calculating a time difference between the scheduled communication time point of each to-be-communicated customer and the current time, and determining the communication priority of each to-be-connected customer according to a preset rule according to the calculated time difference before and after, the length of the communication time of the reservation, and the type of the customer. .
实时获取当前系统时间,并在获取到每个待沟通客户的预约沟通时间点后,计算每个待沟通客户的预约沟通时间点与当前系统时间的前后时间差,如计算出待沟通客户的预约沟通时间点在当前系统时间之前N分钟,待沟通客户的预约沟通时间点在当前系统时间之后N分钟。根据计算出的每个待沟通客户的预约沟通时间点与当前系统时间的前后时间差,并按照预设规则来确定每个待沟通客户的预约时间优先级。例如,在一种实施方式中,可设定预约沟通时间点在当前系统时间之前的待沟通客户的预约时间优先级高于预约沟通时间点在当前系统时间之后的待沟通客户,以保证尽可能更多的提前与待沟通客户进行跟进沟通,以避免未在预约沟通时间点进行跟进的待沟通客户对整个跟进沟通计划的影响进而降低远程服销中客户的整体满意度。Real-time access to the current system time, and after obtaining the scheduled communication time point of each customer to be communicated, calculate the time difference between the scheduled communication time point of each to-be-connected customer and the current system time, such as calculating the appointment communication of the customer to be communicated The time point is N minutes before the current system time, and the scheduled communication time point of the communication client is N minutes after the current system time. According to the calculated time difference between the scheduled communication time point of each to-be-communicated customer and the current system time, and determining the priority of the reservation time of each to-be-connected customer according to a preset rule. For example, in an embodiment, the priority of the appointment communication time point before the current system time may be set to be higher than the reservation communication time point after the current system time to be communicated to ensure that More advance communication with the customers to be communicated in advance to avoid the impact of the customer who is not communicating at the scheduled communication time point on the overall follow-up communication plan and thus reduce the overall satisfaction of the customer in the remote service.
进一步地,还可根据预约沟通时长确定预约沟通时长优先级,例如,由于沟通时间较长的会话一般比沟通时间较短的会话更加重要或具有实质有效内容的可能性更大,因此,可设定预约沟通时长较长的预约沟通时长优先级高于预约沟通时长较短的预约沟通时长优先级。如一般沟通时长达2小时的事情比沟通时长仅5分钟就可以解决的事情要更加重要。Further, the priority of the reserved communication duration may be determined according to the length of the scheduled communication. For example, since the session with a long communication time is generally more important than the session with a shorter communication time or has more possibility of having a substantial effective content, it may be set. The priority of the appointment communication with a longer appointment time is higher than the priority of the appointment communication with a shorter duration of the appointment communication. For example, it is more important to communicate for up to 2 hours than to communicate for only 5 minutes.
还可根据客户类型确定客户类型优先级,例如,客户注册会员或有过购买历史的往往对产品的认可度更高,再次购买的几率比非会员或没有购买历史的要大很多,因此,可设定会员客户的客户类型优先级高于非会员客户的客户类型优先级,或者,有购买记录的老客户的客户类型优先级高于无购买记录的新客户的客户类型优先级。The customer type priority can also be determined according to the customer type. For example, a customer who has registered a member or has a history of purchase often has a higher recognition of the product, and the chance of re-purchasing is much greater than that of a non-member or no purchase history. The customer type of the set member customer has a higher priority than the customer type of the non-member customer, or the customer type of the old customer with the purchase record has a higher priority than the customer type of the new customer without the purchase record.
根据确定出的每个待沟通客户的预约时间优先级M1、预约沟通时长优先 级M2、客户类型优先级M3,可综合确定出每个待沟通客户的沟通优先级M,公式如下:According to the determined reservation time priority M1 of each customer to be communicated, the priority of the appointment communication is prioritized. Level M2, customer type priority M3, can comprehensively determine the communication priority M of each customer to be communicated, the formula is as follows:
M=a*M1+b*M2+c*M3M=a*M1+b*M2+c*M3
其中,a为预设的预约时间优先级M1的权重系数,b为预设的预约沟通时长优先级M2的权重系数,c为预设的客户类型优先级M3的权重系数。Where a is the weight coefficient of the preset reservation time priority M1, b is the weight coefficient of the preset reservation communication duration priority M2, and c is the weight coefficient of the preset customer type priority M3.
本实施例中,可预先设定不同预约时间优先级M1、预约沟通时长优先级M2、客户类型优先级M3的优先级数值及对应的权重系数,以根据实际应用的需要调整前后时间差、预约沟通时长或客户类型对最终待沟通客户的沟通优先级的影响程度。如若优先考虑沟通快到预约沟通时间点的待沟通客户,则可提高预约时间优先级M1的优先级数值及对应的权重系数a,若优先考虑沟通会员客户或有购买记录的老客户,则可提高客户类型优先级M3的优先级数值及对应的权重系数c。经过大量案例及实验数据,本实施例提供一种可选的系数配比,可设定a、b、c分别为0.65、0.25、0.10,M1在预约沟通时间点在当前系统时间之前时对应的优先级数值为2.5,M1在预约沟通时间点在当前系统时间之后时对应的优先级数值为1.5;M2在预约沟通时长大于1小时时对应的优先级数值为2,M2在预约沟通时长小于1小时时对应的优先级数值为1;M3在客户为会员客户或有购买记录的老客户时对应的优先级数值为1.5,M3在客户为非会员客户或无购买记录的新客户时对应的优先级数值为0.5。这样,能均衡每个待沟通客户的预约沟通时间点、预约沟通时长及客户类型这三方面因素的影响,为每个待沟通客户计算得到最合理的沟通优先级,以使工作人员如坐席优先处理较为重要且需第一时间进行跟进沟通的客户,提高远程服销中客户跟进的有效性及效益。In this embodiment, the priority values of the different reservation time priority M1, the reserved communication time priority M2, the customer type priority M3, and the corresponding weight coefficients may be preset to adjust the time difference before and after the reservation according to the needs of the actual application. The extent to which the duration or type of customer affects the communication priority of the client to be communicated. If priority is given to communicating the customer to be communicated at the time of the scheduled communication, the priority value of the reservation time priority M1 and the corresponding weight coefficient a may be increased, and if the priority is to communicate with the member customer or the old customer who has the purchase record, Increase the priority value of the customer type priority M3 and the corresponding weight coefficient c. After a large number of cases and experimental data, the embodiment provides an optional coefficient ratio, which can set a, b, and c to be 0.65, 0.25, and 0.10, respectively, and M1 corresponds to the current communication time before the current system time. The priority value is 2.5, and the priority value of M1 is 1.5 after the current system time at the scheduled communication time point; the corresponding priority value is 2 when M2 is greater than 1 hour, and the M2 is less than 1 for the scheduled communication time. The corresponding priority value is 1 in hours; M3 corresponds to a priority value of 1.5 when the customer is a member customer or an old customer with a purchase record, and M3 corresponds to the priority when the customer is a non-member customer or a new customer without a purchase record. The level value is 0.5. In this way, the influence of the three factors of the appointment communication time, the appointment communication time and the customer type of each customer to be communicated can be balanced, and the most reasonable communication priority is calculated for each customer to be communicated, so that the staff member is preferred as the agent. Improve the effectiveness and effectiveness of customer follow-up in remote services by handling customers who are more important and need to follow up the communication in the first place.
步骤S30,将每个待沟通客户按沟通优先级的高低排序进行展示,以供用户优先处理优先级高的待沟通客户。In step S30, each of the to-be-communicated customers is displayed in order of communication priority level, so that the user preferentially handles the high priority communication to be communicated.
根据计算出的每个待沟通客户的预约沟通时间点与当前系统时间的前后时间差确定每个待沟通客户的沟通优先级之后,可按照沟通优先级从高到低的顺序对每个待沟通客户进行排序并展示,工作人员如远程坐席即可根据展示的按沟通优先级高低排序的待沟通客户依次进行客户跟进工作,以优先处理优先级高的待沟通客户。According to the calculated time difference between the scheduled communication time point of each to-be-connected customer and the current system time, after determining the communication priority of each communication-to-communication customer, each communication-to-communication customer may be in order of communication priority from high to low. Sorting and displaying, the staff, such as remote agents, can follow the customer's follow-up work according to the priority of the communication priority according to the displayed priority, in order to prioritize the high priority communication customers.
在一种实施方式中,还可将沟通优先级排序靠前的预设数量的待沟通客 户进行标记,例如,可将按沟通优先级的高低排序展示的待沟通客户中排序靠前的预设数量(如10个)待沟通客户进行加粗、高亮、特定颜色(红色)、加大字体、备注等方式进行标记显示,使排序靠前的预设数量(如10个)待沟通客户即优先级较高的预设数量(如10个)待沟通客户明显区别于其他优先级的客户,以提醒工作人员如远程坐席及时处理优先级较高的待沟通客户。In an embodiment, the communication priority may also be prioritized by a preset number of to-be-connected users. The user can mark, for example, the preset number of customers to be communicated according to the priority of the communication priority (such as 10) to be communicated to the customer for bold, highlight, specific color (red), plus Large fonts, notes, etc. are marked to display, so that the preset number of the top ranking (such as 10) is to be communicated to the customer, that is, the higher priority number (such as 10) is to be communicated to the customer clearly different from other priorities. The customer reminds the staff to handle the higher priority customers to be communicated in a timely manner.
在另一种实施方式中,还可获取按沟通优先级的高低排序展示的待沟通客户中排序靠前的预设数量(如10个)待沟通客户的信息(如姓名、联系方式、当前业务状态等),并将预设数量(如10个)待沟通客户的信息发送至预设终端,如通过短信、微信、邮件等方式将预设数量(如10个)待沟通客户的信息发送至远程坐席的手机。这样,在远程坐席出差或外出时也能及时获知急需跟进的待沟通客户的信息,从而避免遗漏跟进优先级较高的待沟通客户。In another implementation manner, the preset number of the to-be-communicated customers (such as 10) to be communicated in the order of communication priority (such as the name, contact information, current service) may also be obtained. Status, etc.), and send a preset number (such as 10) of the information to be communicated to the preset terminal, such as sending a preset number (such as 10) of the information to be communicated to the customer via SMS, WeChat, email, etc. Remotely seated mobile phone. In this way, when the remote agent is on a business trip or on the go, the information of the customer to be communicated that needs to be followed up can be obtained in time, so as to avoid missing the priority to communicate with the customer to be communicated.
本实施例通过计算每个待沟通客户的最新预约沟通时间点与当前时间的前后时间差,并根据计算出的前后时间差与预设规则确定每个待沟通客户的沟通优先级;按沟通优先级的高低排序进行展示。由于能计算出每个待沟通客户的预约沟通时间点与当前时间的前后时间差,并利用预设规则来确定出不同前后时间差的待沟通客户所对应的沟通优先级,从而能根据各个客户的不同预约沟通时间点来动态合理的对不同客户进行跟进优先级排序,,以供用户优先处理优先级高的待沟通客户,确保尽可能多的客户满意,提高远程服销的效率。In this embodiment, the time difference between the latest scheduled communication time point and the current time of each customer to be communicated is calculated, and the communication priority of each to-be-connected customer is determined according to the calculated time difference before and after and the preset rule; High and low sorting is displayed. Since the time difference between the scheduled communication time point and the current time of each customer to be communicated can be calculated, and the preset rule is used to determine the communication priority corresponding to the different communication time difference, so that the customer can be different according to each customer. Appointment communication time points to dynamically and reasonably prioritize different customers, so that users can prioritize the high priority communication customers, ensure the satisfaction of as many customers as possible, and improve the efficiency of remote service.
进一步地,在其他实施例中,上述步骤S20中根据计算出的前后时间差与预设规则确定每个待沟通客户的沟通优先级的步骤可以包括:Further, in other embodiments, the step of determining the communication priority of each to-be-communicated client according to the calculated time-to-front time difference and the preset rule in the foregoing step S20 may include:
若预约沟通时间点在当前时间之前,且预约沟通时间点与当前时间的时间差大于预设值,则确定该预约沟通时间点的待沟通客户为预约时间前优先级;If the scheduled communication time point is before the current time, and the time difference between the scheduled communication time point and the current time is greater than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority before the appointment time;
若预约沟通时间点与当前时间的时间差小于预设值,则确定该预约沟通时间点的待沟通客户为预约时间中优先级;If the time difference between the scheduled communication time point and the current time is less than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority in the appointment time;
若预约沟通时间点在当前时间之后,且预约沟通时间点与当前时间的时 间差大于预设值,则确定该预约沟通时间点的待沟通客户为预约时间后优先级;If the appointment communication time point is after the current time, and the appointment communication time point is the current time If the difference is greater than the preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority after the appointment time;
所述预约时间中优先级高于所述预约时间前优先级,所述预约时间前优先级高于所述预约时间后优先级。The priority of the reservation time is higher than the priority before the reservation time, and the priority before the reservation time is higher than the priority after the reservation time.
经过远程服销场景中的数据统计发现,在与客户的预约沟通时间前后一小段时间(如前后1分钟)内及时接触客户,客户满意度最高,销售成功率高。而提前一小段时间(如1分钟)联系客户也会取得较高的客户满意度,但超过一小段时间(如1分钟)之后才接触客户,客户满意度最低。After the statistics in the remote service scene, it is found that the customer has the highest customer satisfaction and high sales success rate in a short period of time (such as 1 minute before and after) before and after the customer's appointment communication time. Contacting customers in advance for a short period of time (such as 1 minute) will also result in higher customer satisfaction, but after a short period of time (such as 1 minute), the customer will be contacted with the lowest customer satisfaction.
因此,本实施例中,对每个客户的沟通优先级预先设定为三个优先级,分别为预约时间前优先级、预约时间中优先级、预约时间后优先级,这三个优先级的定义分别如下:Therefore, in this embodiment, the communication priority of each client is preset to three priorities, which are priority before the reservation time, priority in the reservation time, priority after the reservation time, and priority of the three priorities. The definitions are as follows:
预约时间前优先级,在预约沟通时间点到达当前时间之前预设值(如1分钟)均采用该优先级,此时优先级较高;Priority before the appointment time, the preset value (such as 1 minute) is used before the scheduled communication time point reaches the current time, and the priority is higher;
预约时间中优先级,在预约沟通时间点到达当前时间的前后预设值(如1分钟)的区间均采用该优先级,此时优先级最高;The priority of the appointment time, which is used in the interval before and after the scheduled communication time point reaches the preset time (for example, 1 minute), and the priority is the highest;
预约时间后优先级,在预约沟通时间点超过当前时间之后预设值(如1分钟)均采用该优先级,此时优先级最低。Priority after the appointment time. The preset value (such as 1 minute) is used after the scheduled communication time point exceeds the current time, and the priority is the lowest.
其中,优先级的顺序为:预约时间中优先级>预约时间前优先级>预约时间后优先级。预设值为变量,根据不同行业业务的差异可进行设定,如可设定为1分钟。The order of priority is: priority in the reservation time > priority before the reservation time > priority after the reservation time. The preset value is a variable, which can be set according to the difference of business in different industries, such as 1 minute.
例如,若当前时间为10:00,则预约沟通时间点在9:59:00之前的待沟通客户为预约时间前优先级,预约沟通时间点在9:59至10:01之间的待沟通客户为预约时间中优先级,预约沟通时间点在10:01之后的待沟通客户为预约时间后优先级。For example, if the current time is 10:00, the communication to be communicated before 9:59:00 is the priority before the appointment time, and the communication time is between 9:59 and 10:01. The customer is the priority in the appointment time, and the customer who is scheduled to communicate after 10:01 is the priority after the appointment time.
进一步地,在各个预约时间前优先级、预约时间中优先级或预约时间后优先级对应的多个待沟通客户中,预约沟通时间点与当前时间的时间差越小,该预约沟通时间点的待沟通客户的优先级越高,从而能更加精确地对每个待沟通客户的优先级高低进行排序。Further, among the plurality of to-be-communicated customers corresponding to the priority before the reservation time, the priority in the reservation time, or the priority after the reservation time, the time difference between the reservation communication time point and the current time is smaller, and the reservation communication time point is to be waited. The higher the priority of communication customers, the more accurate the ranking of each customer to be communicated.
此外,本发明还提供一种计算机可读存储介质,所述计算机可读存储介 质存储有基于优先级的客户跟进系统,所述基于优先级的客户跟进系统可被至少一个处理设备执行,以使所述至少一个处理设备执行如上述实施例中的基于优先级的客户跟进方法的步骤,该基于优先级的客户跟进方法的步骤S10、S20、S30等具体实施过程如上文所述,在此不再赘述。Moreover, the present invention also provides a computer readable storage medium, the computer readable storage medium Storing a priority-based customer tracking system, the priority-based customer tracking system being executable by at least one processing device to cause the at least one processing device to perform a priority-based customer as in the above embodiments The specific implementation process of the steps S10, S20, and S30 of the priority-based customer follow-up method is as described above, and is not described herein again.
需要说明的是,在本文中,术语“包括”、“包含”或者其任何其他变体意在涵盖非排他性的包含,从而使得包括一系列要素的过程、方法、物品或者装置不仅包括那些要素,而且还包括没有明确列出的其他要素,或者是还包括为这种过程、方法、物品或者装置所固有的要素。在没有更多限制的情况下,由语句“包括一个……”限定的要素,并不排除在包括该要素的过程、方法、物品或者装置中还存在另外的相同要素。It is to be understood that the term "comprises", "comprising", or any other variants thereof, is intended to encompass a non-exclusive inclusion, such that a process, method, article, or device comprising a series of elements includes those elements. It also includes other elements that are not explicitly listed, or elements that are inherent to such a process, method, article, or device. An element that is defined by the phrase "comprising a ..." does not exclude the presence of additional equivalent elements in the process, method, item, or device that comprises the element.
通过以上的实施方式的描述,本领域的技术人员可以清楚地了解到上述实施例方法可借助软件加必需的通用硬件平台的方式来实现,当然也可以通过硬件来实现,但很多情况下前者是更佳的实施方式。基于这样的理解,本发明的技术方案本质上或者说对现有技术做出贡献的部分可以以软件产品的形式体现出来,该计算机软件产品存储在一个存储介质(如ROM/RAM、磁碟、光盘)中,包括若干指令用以使得一台终端设备(可以是手机,计算机,服务器,空调器,或者网络设备等)执行本发明各个实施例所述的方法。Through the description of the above embodiments, those skilled in the art can clearly understand that the foregoing embodiment method can be implemented by means of software plus a necessary general hardware platform, and can also be implemented by hardware, but in many cases, the former is A better implementation. Based on such understanding, the technical solution of the present invention, which is essential or contributes to the prior art, may be embodied in the form of a software product stored in a storage medium (such as ROM/RAM, disk, The optical disc includes a number of instructions for causing a terminal device (which may be a cell phone, a computer, a server, an air conditioner, or a network device, etc.) to perform the methods described in various embodiments of the present invention.
以上参照附图说明了本发明的优选实施例,并非因此局限本发明的权利范围。上述本发明实施例序号仅仅为了描述,不代表实施例的优劣。另外,虽然在流程图中示出了逻辑顺序,但是在某些情况下,可以以不同于此处的顺序执行所示出或描述的步骤。The preferred embodiments of the present invention have been described above with reference to the drawings, and are not intended to limit the scope of the invention. The serial numbers of the embodiments of the present invention are merely for the description, and do not represent the advantages and disadvantages of the embodiments. Additionally, although logical sequences are shown in the flowcharts, in some cases the steps shown or described may be performed in a different order than the ones described herein.
本领域技术人员不脱离本发明的范围和实质,可以有多种变型方案实现本发明,比如作为一个实施例的特征可用于另一实施例而得到又一实施例。凡在运用本发明的技术构思之内所作的任何修改、等同替换和改进,均应在本发明的权利范围之内。 A person skilled in the art can implement the invention in various variants without departing from the scope and spirit of the invention. For example, the features of one embodiment can be used in another embodiment to obtain a further embodiment. Any modifications, equivalent substitutions and improvements made within the technical concept of the invention are intended to be included within the scope of the invention.

Claims (20)

  1. 一种电子装置,其特征在于,所述电子装置包括存储设备、处理设备,所述存储设备上存储有可在所述处理设备上运行的基于优先级的客户跟进系统,所述基于优先级的客户跟进系统被所述处理设备执行时实现如下步骤:An electronic device, comprising: a storage device, a processing device, on which the priority-based customer tracking system executable on the processing device is stored, the priority-based The following steps are implemented when the customer follow-up system is executed by the processing device:
    A、获取每个待沟通客户的预约沟通时间点、预约沟通时长及客户类型;A. Obtain the appointment communication time point, appointment communication duration and customer type of each customer to be communicated;
    B、计算每个待沟通客户的预约沟通时间点与当前时间的前后时间差,并根据计算出的前后时间差、预约沟通时长及客户类型,按预设规则确定每个待沟通客户的沟通优先级;B. Calculate the time difference between the time of the appointment communication of each customer to be communicated and the current time, and determine the communication priority of each customer to be communicated according to the preset rule according to the calculated time difference before and after, the length of the appointment communication time and the type of the customer;
    C、将每个待沟通客户按沟通优先级的高低排序进行展示,以供用户优先处理优先级高的待沟通客户。C. Display each customer to be communicated according to the level of communication priority, so that the user can prioritize the high priority communication customers.
  2. 如权利要求1所述的电子装置,其特征在于,所述根据计算出的前后时间差、预约沟通时长及客户类型,按预设规则确定每个待沟通客户的沟通优先级包括:The electronic device according to claim 1, wherein the determining the communication priority of each to-be-connected client according to the preset rule according to the calculated time-to-front time difference, the scheduled communication duration, and the client type includes:
    根据计算出的前后时间差确定预约时间优先级M1,根据预约沟通时长确定预约沟通时长优先级M2,根据客户类型确定客户类型优先级M3,则确定每个待沟通客户的沟通优先级M的公式为:The reservation time priority M1 is determined according to the calculated time difference before and after, the reservation communication time priority M2 is determined according to the reserved communication time length, and the customer type priority M3 is determined according to the customer type, and the formula for determining the communication priority M of each to-be communicated is :
    M=a*M1+b*M2+c*M3M=a*M1+b*M2+c*M3
    其中,a为预设的预约时间优先级M1的权重系数,b为预设的预约沟通时长优先级M2的权重系数,c为预设的客户类型优先级M3的权重系数。Where a is the weight coefficient of the preset reservation time priority M1, b is the weight coefficient of the preset reservation communication duration priority M2, and c is the weight coefficient of the preset customer type priority M3.
  3. 如权利要求2所述的电子装置,其特征在于,所述根据计算出的前后时间差确定预约时间优先级包括:The electronic device according to claim 2, wherein the determining the reservation time priority according to the calculated time difference before and after comprises:
    若预约沟通时间点在当前时间之前,且预约沟通时间点与当前时间的时间差大于预设值,则确定该预约沟通时间点的待沟通客户为预约时间前优先级;If the scheduled communication time point is before the current time, and the time difference between the scheduled communication time point and the current time is greater than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority before the appointment time;
    若预约沟通时间点与当前时间的时间差小于预设值,则确定该预约沟通时间点的待沟通客户为预约时间中优先级;If the time difference between the scheduled communication time point and the current time is less than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority in the appointment time;
    若预约沟通时间点在当前时间之后,且预约沟通时间点与当前时间的时间差大于预设值,则确定该预约沟通时间点的待沟通客户为预约时间后优先 级;If the scheduled communication time point is after the current time, and the time difference between the scheduled communication time point and the current time is greater than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is given priority after the appointment time level;
    所述预约时间中优先级高于所述预约时间前优先级,所述预约时间前优先级高于所述预约时间后优先级。The priority of the reservation time is higher than the priority before the reservation time, and the priority before the reservation time is higher than the priority after the reservation time.
  4. 如权利要求3所述的电子装置,其特征在于,在各个预约时间前优先级、预约时间中优先级或预约时间后优先级对应的多个待沟通客户中,预约沟通时间点与当前时间的时间差越小,该预约沟通时间点的待沟通客户的优先级越高。The electronic device according to claim 3, wherein the communication time point and the current time are reserved among the plurality of to-be-communicated customers corresponding to the priority before the reservation time, the priority in the reservation time, or the priority after the reservation time. The smaller the time difference, the higher the priority of the customer to be communicated at the time of the appointment communication.
  5. 如权利要求1-4中任一项所述的电子装置,其特征在于,所述步骤C还包括:The electronic device according to any one of claims 1 to 4, wherein the step C further comprises:
    将沟通优先级排序靠前的预设数量的待沟通客户进行标记;Marking the number of users to be communicated with a predetermined number of communication priorities;
    获取沟通优先级排序靠前的预设数量的待沟通客户的信息,并将预设数量的待沟通客户的信息发送至预设终端。Obtaining a predetermined number of information of the to-be-communicated customers in which the communication priority is ranked, and transmitting a preset number of information to be communicated to the preset terminal.
  6. 一种基于优先级的客户跟进方法,应用于电子装置,其特征在于,所述方法包括:A priority-based customer follow-up method for an electronic device, the method comprising:
    A、获取每个待沟通客户的预约沟通时间点、预约沟通时长及客户类型;A. Obtain the appointment communication time point, appointment communication duration and customer type of each customer to be communicated;
    B、计算每个待沟通客户的预约沟通时间点与当前时间的前后时间差,并根据计算出的前后时间差、预约沟通时长及客户类型,按预设规则确定每个待沟通客户的沟通优先级;B. Calculate the time difference between the time of the appointment communication of each customer to be communicated and the current time, and determine the communication priority of each customer to be communicated according to the preset rule according to the calculated time difference before and after, the length of the appointment communication time and the type of the customer;
    C、将每个待沟通客户按沟通优先级的高低排序进行展示,以供用户优先处理优先级高的待沟通客户。C. Display each customer to be communicated according to the level of communication priority, so that the user can prioritize the high priority communication customers.
  7. 如权利要求6所述的基于优先级的客户跟进方法,其特征在于,所述根据计算出的前后时间差、预约沟通时长及客户类型,按预设规则确定每个待沟通客户的沟通优先级包括:The priority-based customer follow-up method according to claim 6, wherein the determining a communication priority of each to-be-communicated client according to a preset rule according to the calculated time-to-front time difference, the reserved communication duration, and the client type include:
    根据计算出的前后时间差确定预约时间优先级M1,根据预约沟通时长确定预约沟通时长优先级M2,根据客户类型确定客户类型优先级M3,则确定每个待沟通客户的沟通优先级M的公式为: The reservation time priority M1 is determined according to the calculated time difference before and after, the reservation communication time priority M2 is determined according to the reserved communication time length, and the customer type priority M3 is determined according to the customer type, and the formula for determining the communication priority M of each to-be communicated is :
    M=a*M1+b*M2+c*M3M=a*M1+b*M2+c*M3
    其中,a为预设的预约时间优先级M1的权重系数,b为预设的预约沟通时长优先级M2的权重系数,c为预设的客户类型优先级M3的权重系数。Where a is the weight coefficient of the preset reservation time priority M1, b is the weight coefficient of the preset reservation communication duration priority M2, and c is the weight coefficient of the preset customer type priority M3.
  8. 如权利要求7所述的基于优先级的客户跟进方法,其特征在于,所述根据计算出的前后时间差确定预约时间优先级包括:The priority-based customer follow-up method according to claim 7, wherein the determining the reservation time priority according to the calculated time-to-front time difference comprises:
    若预约沟通时间点在当前时间之前,且预约沟通时间点与当前时间的时间差大于预设值,则确定该预约沟通时间点的待沟通客户为预约时间前优先级;If the scheduled communication time point is before the current time, and the time difference between the scheduled communication time point and the current time is greater than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority before the appointment time;
    若预约沟通时间点与当前时间的时间差小于预设值,则确定该预约沟通时间点的待沟通客户为预约时间中优先级;If the time difference between the scheduled communication time point and the current time is less than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority in the appointment time;
    若预约沟通时间点在当前时间之后,且预约沟通时间点与当前时间的时间差大于预设值,则确定该预约沟通时间点的待沟通客户为预约时间后优先级;If the scheduled communication time point is after the current time, and the time difference between the scheduled communication time point and the current time is greater than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority after the appointment time;
    所述预约时间中优先级高于所述预约时间前优先级,所述预约时间前优先级高于所述预约时间后优先级。The priority of the reservation time is higher than the priority before the reservation time, and the priority before the reservation time is higher than the priority after the reservation time.
  9. 如权利要求8所述的基于优先级的客户跟进方法,其特征在于,在各个预约时间前优先级、预约时间中优先级或预约时间后优先级对应的多个待沟通客户中,预约沟通时间点与当前时间的时间差越小,该预约沟通时间点的待沟通客户的优先级越高。The priority-based customer follow-up method according to claim 8, wherein the plurality of to-be-connected customers corresponding to the priority before the reservation time, the priority in the reservation time, or the priority after the appointment time are reserved for communication. The smaller the time difference between the time point and the current time, the higher the priority of the customer to be communicated at the scheduled communication time point.
  10. 如权利要求6-9中任一项所述的基于优先级的客户跟进方法,其特征在于,所述步骤C还包括:The priority-based customer follow-up method according to any one of claims 6-9, wherein the step C further comprises:
    将沟通优先级排序靠前的预设数量的待沟通客户进行标记;Marking the number of users to be communicated with a predetermined number of communication priorities;
    获取沟通优先级排序靠前的预设数量的待沟通客户的信息,并将预设数量的待沟通客户的信息发送至预设终端。Obtaining a predetermined number of information of the to-be-communicated customers in which the communication priority is ranked, and transmitting a preset number of information to be communicated to the preset terminal.
  11. 一种基于优先级的客户跟进系统,其特征在于,所述基于优先级的客户跟进系统包括: A priority-based customer follow-up system, characterized in that the priority-based customer follow-up system comprises:
    获取模块,用于获取每个待沟通客户的预约沟通时间点、预约沟通时长及客户类型;The obtaining module is configured to obtain an appointment communication time point, an appointment communication duration, and a customer type of each customer to be communicated;
    确定模块,用于计算每个待沟通客户的预约沟通时间点与当前时间的前后时间差,并根据计算出的前后时间差、预约沟通时长及客户类型,按预设规则确定每个待沟通客户的沟通优先级;The determining module is configured to calculate a time difference between the scheduled communication time point and the current time of each customer to be communicated, and determine the communication of each customer to be communicated according to a preset rule according to the calculated time difference before and after, the length of the communication time of the appointment, and the type of the customer. priority;
    排序模块,用于将每个待沟通客户按沟通优先级的高低排序进行展示,以供用户优先处理优先级高的待沟通客户。The sorting module is configured to display each of the to-be-communicated customers according to the level of communication priority, so that the user can prioritize the high-priority communication to be communicated.
  12. 如权利要求11所述的基于优先级的客户跟进系统,其特征在于,所述确定模块还用于:The priority-based customer tracking system of claim 11, wherein the determining module is further configured to:
    根据计算出的前后时间差确定预约时间优先级M1,根据预约沟通时长确定预约沟通时长优先级M2,根据客户类型确定客户类型优先级M3,确定每个待沟通客户的沟通优先级M的公式为:The reservation time priority M1 is determined according to the calculated time difference before and after, the reservation communication time priority M2 is determined according to the reserved communication time length, the customer type priority M3 is determined according to the customer type, and the formula of the communication priority M of each customer to be communicated is determined as follows:
    M=a*M1+b*M2+c*M3M=a*M1+b*M2+c*M3
    其中,a为预设的预约时间优先级M1的权重系数,b为预设的预约沟通时长优先级M2的权重系数,c为预设的客户类型优先级M3的权重系数。Where a is the weight coefficient of the preset reservation time priority M1, b is the weight coefficient of the preset reservation communication duration priority M2, and c is the weight coefficient of the preset customer type priority M3.
  13. 如权利要求12所述的基于优先级的客户跟进系统,其特征在于,所述确定模块还用于:The priority-based customer tracking system of claim 12, wherein the determining module is further configured to:
    若预约沟通时间点在当前时间之前,且预约沟通时间点与当前时间的时间差大于预设值,则确定该预约沟通时间点的待沟通客户为预约时间前优先级;If the scheduled communication time point is before the current time, and the time difference between the scheduled communication time point and the current time is greater than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority before the appointment time;
    若预约沟通时间点与当前时间的时间差小于预设值,则确定该预约沟通时间点的待沟通客户为预约时间中优先级;If the time difference between the scheduled communication time point and the current time is less than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority in the appointment time;
    若预约沟通时间点在当前时间之后,且预约沟通时间点与当前时间的时间差大于预设值,则确定该预约沟通时间点的待沟通客户为预约时间后优先级;If the scheduled communication time point is after the current time, and the time difference between the scheduled communication time point and the current time is greater than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority after the appointment time;
    所述预约时间中优先级高于所述预约时间前优先级,所述预约时间前优先级高于所述预约时间后优先级。 The priority of the reservation time is higher than the priority before the reservation time, and the priority before the reservation time is higher than the priority after the reservation time.
  14. 如权利要求13所述的基于优先级的客户跟进系统,其特征在于,在各个预约时间前优先级、预约时间中优先级或预约时间后优先级对应的多个待沟通客户中,预约沟通时间点与当前时间的时间差越小,该预约沟通时间点的待沟通客户的优先级越高。The priority-based customer tracking system according to claim 13, wherein the plurality of to-be-communicated customers corresponding to the priority before the reservation time, the priority in the reservation time, or the priority after the appointment time, the appointment communication The smaller the time difference between the time point and the current time, the higher the priority of the customer to be communicated at the scheduled communication time point.
  15. 如权利要求11-14中任一项所述的基于优先级的客户跟进系统,其特征在于,所述排序模块还用于:The priority-based customer tracking system according to any one of claims 11-14, wherein the ranking module is further configured to:
    将沟通优先级排序靠前的预设数量的待沟通客户进行标记;Marking the number of users to be communicated with a predetermined number of communication priorities;
    获取沟通优先级排序靠前的预设数量的待沟通客户的信息,并将预设数量的待沟通客户的信息发送至预设终端。Obtaining a predetermined number of information of the to-be-communicated customers in which the communication priority is ranked, and transmitting a preset number of information to be communicated to the preset terminal.
  16. 一种计算机可读存储介质,其上存储有至少一个可被处理设备执行以实现以下操作的计算机可读指令:A computer readable storage medium having stored thereon at least one computer readable instruction executable by a processing device to:
    A、获取每个待沟通客户的预约沟通时间点、预约沟通时长及客户类型;A. Obtain the appointment communication time point, appointment communication duration and customer type of each customer to be communicated;
    B、计算每个待沟通客户的预约沟通时间点与当前时间的前后时间差,并根据计算出的前后时间差、预约沟通时长及客户类型,按预设规则确定每个待沟通客户的沟通优先级;B. Calculate the time difference between the time of the appointment communication of each customer to be communicated and the current time, and determine the communication priority of each customer to be communicated according to the preset rule according to the calculated time difference before and after, the length of the appointment communication time and the type of the customer;
    C、将每个待沟通客户按沟通优先级的高低排序进行展示,以供用户优先处理优先级高的待沟通客户。C. Display each customer to be communicated according to the level of communication priority, so that the user can prioritize the high priority communication customers.
  17. 如权利要求16所述的计算机可读存储介质,其特征在于,所述根据计算出的前后时间差、预约沟通时长及客户类型,按预设规则确定每个待沟通客户的沟通优先级包括:The computer readable storage medium according to claim 16, wherein the determining the communication priority of each to-be-communicated client according to the preset rule according to the calculated time-to-front time difference, the scheduled communication duration, and the client type comprises:
    根据计算出的前后时间差确定预约时间优先级M1,根据预约沟通时长确定预约沟通时长优先级M2,根据客户类型确定客户类型优先级M3,则确定每个待沟通客户的沟通优先级M的公式为:The reservation time priority M1 is determined according to the calculated time difference before and after, the reservation communication time priority M2 is determined according to the reserved communication time length, and the customer type priority M3 is determined according to the customer type, and the formula for determining the communication priority M of each to-be communicated is :
    M=a*M1+b*M2+c*M3M=a*M1+b*M2+c*M3
    其中,a为预设的预约时间优先级M1的权重系数,b为预设的预约沟通时长优先级M2的权重系数,c为预设的客户类型优先级M3的权重系数。 Where a is the weight coefficient of the preset reservation time priority M1, b is the weight coefficient of the preset reservation communication duration priority M2, and c is the weight coefficient of the preset customer type priority M3.
  18. 如权利要求17所述的计算机可读存储介质,其特征在于,所述根据计算出的前后时间差确定预约时间优先级包括:The computer readable storage medium according to claim 17, wherein said determining a reservation time priority based on the calculated time difference before and after comprises:
    若预约沟通时间点在当前时间之前,且预约沟通时间点与当前时间的时间差大于预设值,则确定该预约沟通时间点的待沟通客户为预约时间前优先级;If the scheduled communication time point is before the current time, and the time difference between the scheduled communication time point and the current time is greater than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority before the appointment time;
    若预约沟通时间点与当前时间的时间差小于预设值,则确定该预约沟通时间点的待沟通客户为预约时间中优先级;If the time difference between the scheduled communication time point and the current time is less than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority in the appointment time;
    若预约沟通时间点在当前时间之后,且预约沟通时间点与当前时间的时间差大于预设值,则确定该预约沟通时间点的待沟通客户为预约时间后优先级;If the scheduled communication time point is after the current time, and the time difference between the scheduled communication time point and the current time is greater than a preset value, it is determined that the customer to be communicated at the scheduled communication time point is the priority after the appointment time;
    所述预约时间中优先级高于所述预约时间前优先级,所述预约时间前优先级高于所述预约时间后优先级。The priority of the reservation time is higher than the priority before the reservation time, and the priority before the reservation time is higher than the priority after the reservation time.
  19. 如权利要求18所述的计算机可读存储介质,其特征在于,在各个预约时间前优先级、预约时间中优先级或预约时间后优先级对应的多个待沟通客户中,预约沟通时间点与当前时间的时间差越小,该预约沟通时间点的待沟通客户的优先级越高。The computer readable storage medium according to claim 18, wherein the predetermined communication time point and the plurality of to-be-communicated customers corresponding to the priority before the reservation time, the priority in the reservation time, or the priority after the reservation time The smaller the time difference of the current time, the higher the priority of the customer to be communicated at the scheduled communication time point.
  20. 如权利要求16-19中任一项所述的计算机可读存储介质,其特征在于,所述步骤C还包括:The computer readable storage medium according to any one of claims 16 to 19, wherein the step C further comprises:
    将沟通优先级排序靠前的预设数量的待沟通客户进行标记;Marking the number of users to be communicated with a predetermined number of communication priorities;
    获取沟通优先级排序靠前的预设数量的待沟通客户的信息,并将预设数量的待沟通客户的信息发送至预设终端。 Obtaining a predetermined number of information of the to-be-communicated customers in which the communication priority is ranked, and transmitting a preset number of information to be communicated to the preset terminal.
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