WO2019024542A1 - Procédé, équipement et dispositif de suivi en temps réel pour des clients de mercatique de terrain et support d'informations - Google Patents

Procédé, équipement et dispositif de suivi en temps réel pour des clients de mercatique de terrain et support d'informations Download PDF

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Publication number
WO2019024542A1
WO2019024542A1 PCT/CN2018/083887 CN2018083887W WO2019024542A1 WO 2019024542 A1 WO2019024542 A1 WO 2019024542A1 CN 2018083887 W CN2018083887 W CN 2018083887W WO 2019024542 A1 WO2019024542 A1 WO 2019024542A1
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WIPO (PCT)
Prior art keywords
activity
customer
code
agent
real
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PCT/CN2018/083887
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English (en)
Chinese (zh)
Inventor
蔡灵敏
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平安科技（深圳）有限公司
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Publication of WO2019024542A1 publication Critical patent/WO2019024542A1/fr

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    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION 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
    • G06Q30/00—Commerce
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION 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
    • G06Q30/00—Commerce
    • G06Q30/02—Marketing; Price estimation or determination; Fundraising

Definitions

  • the present application relates to the field of mobile internet technologies, and in particular, to a live marketing customer real-time tracking method, device, device and storage medium.
  • the purpose of the present application is to provide a real-time tracking method, device, device and storage medium for on-site marketing customers, aiming at solving the low timeliness of the current on-site contact customers and not being able to target the activity scene.
  • a real-time tracking method for on-site marketing customers including the following steps:
  • the two-dimensional codes of each activity are numbered according to the activity scene, and the agents are grouped according to the activity scene, and the number of the activity two-dimensional code is associated with the agent group in the activity scene;
  • a seat is randomly selected from the agent group to follow up the customer.
  • the steps of obtaining the basic information of the customer include:
  • the basic information of the customer is obtained in real time.
  • the step of identifying the activity two-dimensional code and obtaining the number of the activity two-dimensional code, and displaying the basic information of the customer on the display interface of the agent group in the active scene include:
  • the basic information of the customer is displayed on the display interface of the called agent group.
  • the step of displaying the basic information of the customer on the display interface of the called agent group includes:
  • the information link bar is displayed in the form of a dynamic text box on the display interface of the called agent group.
  • the steps of randomly selecting an agent to follow up the customer from the agent group include:
  • a seat is randomly selected from all free seats, prompting the agent to follow up the customer.
  • the basic information of the customer includes at least the mobile phone number and the micro signal of the customer.
  • the step of randomly selecting a seat from all the idle seats, prompting the agent to follow up the customer further includes:
  • the information link bar is stopped on the display interface of the other agents of the agent group.
  • the information link bar is a highlighted text box.
  • An on-site marketing customer real-time tracking device including a processor, a memory, and a communication bus;
  • the communication bus is used to implement connection communication between a processor and a memory
  • the processor is configured to execute an on-site marketing customer real-time tracking program in the memory to implement a live marketing customer real-time tracking method as described above.
  • a real-time tracking device for on-site marketing customers including:
  • the agent association module is configured to number each activity QR code according to the activity scenario, and group the agents according to the activity scenario, and associate the number of the activity QR code with the agent group in the activity scenario;
  • An information obtaining module configured to acquire basic information of the customer when detecting a QR code of the activity of the customer scanning the activity site;
  • An information identification module configured to identify the activity two-dimensional code and obtain the number of the activity two-dimensional code, and display the basic information of the customer on the display interface of the agent group in the active scene;
  • the agent allocation module randomly extracts an agent from the agent group to follow up the client.
  • a computer readable storage medium wherein the computer readable storage medium stores one or more programs, the one or more programs executable by one or more processors to implement on-site marketing as described above Customer real-time tracking method.
  • the on-site marketing customer real-time tracking method, device, device and storage medium include: numbering each activity two-dimensional code according to an activity scenario, and performing an agent according to the activity scenario Grouping, and associating the number of the activity QR code with the agent group in the activity scenario; when detecting the activity QR code of the customer scanning activity site, acquiring basic information of the customer; identifying the activity QR code and obtaining the The number of the activity QR code is displayed on the display interface of the agent group in the activity scenario; a seat is randomly selected from the agent group to follow up the client.
  • the scan code client can be directly assigned to the agent under the activity, which is beneficial to the promotion of the event, and the customer information is sent to the activity scene in real time.
  • Agents to achieve the docking activities of customers and agents, enhance the timeliness of communication, and further conducive to the promotion of activities.
  • FIG. 1 is a flowchart of a real-time tracking method for an on-site marketing customer provided by the present application.
  • FIG. 2 is a specific flowchart of the step S20 in the real-time tracking method of the on-site marketing client provided by the present application.
  • FIG. 3 is a specific flowchart of the step S30 in the real-time tracking method of the on-site marketing client provided by the present application.
  • FIG. 4 is a specific flowchart of the step S34 in the real-time tracking method of the on-site marketing client provided by the present application.
  • FIG. 5 is a specific flowchart of the step S40 in the real-time tracking method of the on-site marketing client provided by the present application.
  • FIG. 6 is a schematic diagram of an operating environment of a preferred embodiment of a live marketing customer real-time tracking program according to the present application.
  • FIG. 7 is a functional block diagram of a system for installing an on-site marketing customer real-time tracking program according to a preferred embodiment of the present application.
  • the present application provides a method, device, and storage medium for real-time tracking of on-site marketing customers.
  • the present application will be further described in detail below with reference to the accompanying drawings. It is understood that the specific embodiments described herein are merely illustrative of the application and are not intended to be limiting.
  • a real-time tracking method for an on-site marketing customer includes the following steps:
  • the two-dimensional codes of each activity are numbered according to the activity scene, and the agents are grouped according to the activity scene, and the number of the activity two-dimensional code is associated with the agent group in the activity scene.
  • the agent is first trained in skills for different event scenarios, so that the agent can fully understand the activity scene, facilitate subsequent communication with the client, and group the agents according to the activity scene of the agent training. For example, it is divided into group A, group B, etc., and the background is still numbered after the activity QR code is generated.
  • the mobile phone scans the code to charge the event, and it is numbered as 111.
  • the activity number is 222. After it is numbered, it is associated with the agent group in the corresponding activity scenario to ensure that when the customer contacts with the client, the assigned agent is the agent in the activity scene, thereby facilitating the promotion of the event.
  • the background automatically acquires the basic information of the user. For example, after the user scans the activity QR code through the “sweep” function, the user logs in to the activity interface, and the user automatically acquires the user in the background.
  • Basic information wherein the basic information of the customer includes at least the mobile phone number of the customer and the micro signal, and then the basic information is sent to the agent in the activity scenario, so that the agent can contact the customer, thereby achieving the purpose of quickly contacting the customer and ensuring Timeliness of contact with on-site customers.
  • the step S20 includes:
  • the background establishes a connection with the mobile phone end of the client after the customer scans the two-dimensional code through WeChat, and sends a message login request to the mobile phone end of the client after establishing the link.
  • the client can be on the mobile phone end.
  • One-click login no need to manually enter information, for example, there is a mobile phone scan code in the plaza in Nantong, Jiangsu.
  • the customer scans the QR code of the event site, and the background sends the information login request to the customer's mobile phone.
  • the login interface appears.
  • the activity-related interface appears on the client's mobile phone.
  • the basic information of the customer such as the mobile phone number and the micro-signal, is obtained in the background, so that the agent can quickly contact the customer and give the customer a Real-time explanation is conducive to the promotion of activities.
  • the basic information of the customer further includes a customer type and a business handled by the customer, and the customer type includes an ordinary customer and a VIP customer.
  • the customer type includes an ordinary customer and a VIP customer.
  • the background is Normally arrange the agent to follow up. When the number of customers is more than the number of customers and the seats are busy, the customer will automatically be included in the waiting queue according to the time sequence of the scan code.
  • the customer type is VIP
  • the background priority will be arranged for the agent. The customer follows up. When the number of customers is more frequent and the seats are busy, the customer is automatically placed in the front of the waiting queue.
  • the VIP channel is arranged for the customer, so that the VIP customer does not need to wait in line to enjoy it.
  • the VIP privilege after acquiring the business handled by the customer, sends the business information processed by the customer to the agent, so that the agent can understand the business that the customer has already handled, and grasp the customer's interest business, so that the agent can facilitate the purposeful promotion of the event.
  • the business content that the customer is interested in improves the efficiency of agent communication, and is conducive to the promotion of activities.
  • the active scene of the two-dimensional code is encoded into the active two-dimensional code, and after the client scans the active two-dimensional code, the information in the two-dimensional code is read in the background.
  • Obtain the active scene of the QR code and find the number of the QR code of the activity according to the active scene in the background.
  • the background finds the corresponding seat group, and sends the basic information of the customer to the The display interface of the agent group is displayed, so as to achieve the purpose of quickly contacting the customer.
  • the QR code of the scanning code for the call charge is 111
  • the associated seat group is the A seat group
  • the activity of scanning the code charge is recognized in the background.
  • the number is 111, and then the agent group associated with it is found in the system as the A agent group.
  • the system sends the basic information link of the customer who scans the code to all the agents in the A agent group.
  • the basic information link of the customer is displayed on the display interface of all the agents of the A-seat group, so that the scan code client can be directly assigned to the agent under the activity, which is beneficial to the promotion of the event.
  • step S30 includes:
  • the step S34 includes:
  • the background after obtaining the basic information of the customer, the background generates an information link for the basic information of the customer, and after clicking the information link, the mobile phone number and the micro signal of the customer automatically appear, and the agent can dial the address.
  • the mobile phone or the customer can be contacted through WeChat, so that the customer can quickly contact the customer after scanning the QR code.
  • the information link bar is displayed on the display interface in the form of a dynamic text box.
  • the information link bar is continuously scrolled on the display screen.
  • the information link bar is "horse race”.
  • the form of the lamp is displayed on the display screen.
  • the information link bar is also a highlighted text box, so that the effect of prompting the seat can be well achieved, further ensuring that the agent can communicate with the client in real time.
  • the background can automatically obtain the working status of each agent, and the working status includes idle and busy.
  • the agent changes from the busy state to the idle state, the working state is changed, and the background automatically acquires, and Assign tasks to them, so that the back office can find the right agents to follow up the customers, avoiding the agents who are communicating with other customers and assigning them to new customers, which is not conducive to communication.
  • step S40 includes:
  • the agent obtains the working status of all the agents in the agent group, and automatically filters all the agents in the idle state, and obtains all idle seats in the idle state. Time, and then select the agent with the longest time in the idle state to follow the customer.
  • all the agents in the agent group are in a busy state, all the agents in the background are busy. And assign the customer to the agent with the longest time in the busy state.
  • the agent is promptly prompted to follow up the client.
  • the agent can be prompted by sending a short message to make the client It is possible to get the contact of the agent as soon as possible, and improve the efficiency of the work, which is conducive to the promotion of the event.
  • the method further includes:
  • the information link bar is stopped on the display interface of the other agents of the agent group.
  • the background control no longer displays the information link bar on the display interface of other agents, thereby preventing other agents from repeatedly contacting the customer and causing the promotion of the activity to be unfavorable.
  • the present application further provides a real-time tracking device for on-site marketing customers.
  • the on-site marketing customer real-time tracking device specifically needs to directly interact with the user's mobile terminal and the agent terminal, for example, receiving the customer information input by the user mobile terminal and feeding it back to the agent terminal to implement communication between the user and the follow-up agent.
  • the on-site marketing customer real-time tracking device may be a computing device such as a desktop computer, a notebook, a palmtop computer, and a server.
  • the live marketing customer real-time tracking device includes, but is not limited to, processor 10, memory 20, and display 30.
  • Figure 6 shows only some of the components of the on-site marketing customer real-time tracking device, but it should be understood that not all illustrated components may be implemented, and more or fewer components may be implemented instead.
  • the memory 20, in some embodiments, may be an internal storage unit of the live marketing customer real-time tracking device, such as the hard disk or memory of the live marketing customer tracking device in real time.
  • the memory 20 may also be an external storage device of the on-site marketing customer real-time tracking device, for example, a plug-in hard disk equipped on the live marketing customer real-time tracking device, and a smart memory card (Smart Media Card, SMC), Secure Digital (SD) card, flash card (Flash) Card) and so on.
  • the memory 20 may also include an internal storage unit of the on-site marketing customer real-time tracking device and an external storage device.
  • the memory 20 is configured to store application software and various types of data installed on the live marketing customer real-time tracking device, such as the program code of the real-time tracking device for installing the on-site marketing customer.
  • the memory 20 can also be used to temporarily store data that has been output or is about to be output.
  • the on-site marketing customer real-time tracking program 40 is stored on the memory 20, and the on-site marketing customer real-time tracking program 40 can be executed by the processor 10 to implement the on-site marketing customer real-time tracking method of the embodiments of the present application.
  • the processor 10 may be a central processing unit (Central Processing Unit) in some embodiments.
  • the display 30 may be an LED display, a liquid crystal display, a touch liquid crystal display, and an OLED (Organic) in some embodiments. Light-Emitting Diode, organic light emitting diodes), etc.
  • the display 30 is configured to display information processed in the live marketing customer real-time tracking device and a user interface for displaying visualization, such as a basic information display interface.
  • the components 10-30 of the on-site marketing customer real-time tracking device communicate with one another via a system bus.
  • the processor 10 implements the following steps when executing the on-site marketing customer real-time tracking program 40 in the memory 20:
  • the two-dimensional codes of each activity are numbered according to the activity scene, and the agents are grouped according to the activity scene, and the number of the activity two-dimensional code is associated with the agent group in the activity scene;
  • a seat is randomly selected from the agent group to follow up the customer.
  • the step of acquiring the basic information of the customer includes:
  • the basic information of the customer is obtained in real time.
  • the basic information includes the customer's mobile phone number and micro signal.
  • the step of identifying the active two-dimensional code and obtaining the number of the active two-dimensional code, and displaying the basic information of the customer on the display interface of the agent group in the active scene includes:
  • the basic information of the customer is displayed on the display interface of the called agent group.
  • the step of displaying the basic information of the client on the display interface of the called agent group includes:
  • the information link bar is displayed in the form of a dynamic text box on the display interface of the called agent group.
  • the step of randomly extracting an agent from the agent group to follow up the client includes:
  • a seat is randomly selected from all free seats, prompting the agent to follow up the customer.
  • the step of randomly extracting an agent from all the idle agents, prompting the agent to follow up the client further includes:
  • the information link bar is stopped on the display interface of the other agents of the agent group.
  • the information link bar is a highlighted text box.
  • FIG. 7 is a functional block diagram of a preferred embodiment of a system for installing an on-site marketing customer real-time tracking program.
  • a system for installing an on-site marketing customer real-time tracking program can be partitioned into one or more modules, the one or more modules being stored in the memory 20 and being processed by one or more processors ( This embodiment is performed by the processor 10) to complete the application.
  • a system for installing an on-site marketing customer real-time tracking program can be divided into an agent association module 21, an information acquisition module 22, an information recognition module 23, and an agent assignment module 24.
  • a module referred to in this application refers to a series of computer program instruction segments capable of performing a specific function, and is more suitable than the program to describe the execution process of the on-site marketing customer real-time tracking program in the on-site marketing customer real-time tracking device. The following description will specifically describe the functions of the modules 21-24.
  • the agent association module 21 is configured to number each activity two-dimensional code according to the activity scenario, and group the agents according to the activity scenario, and associate the number of the activity two-dimensional code with the agent group in the activity scenario;
  • the information obtaining module 22 is configured to acquire basic information of the customer when detecting the activity QR code of the activity site;
  • the information identifying module 23 is configured to identify the active two-dimensional code and obtain the number of the active two-dimensional code, and display the basic information of the client on the display interface of the agent group in the active scene;
  • the agent allocation module 24 randomly extracts an agent from the agent group to follow up the client.
  • the information acquiring module includes:
  • a connecting unit configured to establish a connection with the mobile phone end of the customer when detecting the activity QR code of the customer scanning activity site;
  • a sending unit configured to send a message login request to the mobile phone end of the client
  • the acquisition unit is used to obtain basic information of the customer in real time after the customer confirms the login.
  • the information identification module includes:
  • An identification unit configured to identify information carried by the active two-dimensional code, and read out an activity scene thereof;
  • a number obtaining unit configured to obtain a number of the activity QR code according to the activity scenario
  • a calling unit configured to call an agent group associated with the number according to the number of the activity two-dimensional code
  • the display unit is configured to display the basic information of the customer on the display interface of the called agent group.
  • the display unit is further configured to:
  • the information link bar is displayed in the form of a dynamic text box on the display interface of the called agent group.
  • the agent allocation module includes:
  • the extraction unit is configured to randomly select a seat from all the idle seats, prompting the agent to follow up the client.
  • the extracting unit is further configured to:
  • the information link bar is stopped on the display interface of the other agents of the agent group.
  • the present application associates the activity QR code with the agent of the relevant activity scene, so that the scan code client can be directly assigned to the agent under the activity, which is beneficial to the promotion of the event, and at the same time, the customer information is sent in real time.
  • the agents in the event scene to achieve the docking activities of customers and agents, enhance the timeliness of communication, and further facilitate the promotion of activities.
  • a computer program to instruct related hardware (such as a processor, a controller, etc.), and the program can be stored in one.
  • the program when executed, may include the processes of the various method embodiments as described above.
  • the storage medium described therein may be a memory, a magnetic disk, an optical disk, or the like.

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Abstract

La présente invention concerne un procédé, un équipement et un dispositif de suivi en temps réel pour des clients de mercatique de terrain et un support d'informations. Le procédé comprend : la numérotation de chaque code bidimensionnel d'activité selon un scénario d'activité, le regroupement d'agents selon le scénario d'activité, et l'association du numéro du code bidimensionnel d'activité à l'agent dans le scénario d'activité ; quand il est détecté qu'un client balaie le code bidimensionnel d'activité du scénario d'activité, l'acquisition d'informations de base du client ; la reconnaissance du code bidimensionnel d'activité, l'acquisition du numéro du code bidimensionnel d'activité, et l'affichage des informations de base du client sur une interface d'affichage du groupe d'agents dans le scénario d'activité ; et le tirage de manière aléatoire d'un agent dans le groupe d'agents pour suivre le client. Par l'association d'un code bidimensionnel d'activité à des agents d'un scénario d'activité associé, un client peut être directement attribué à un agent lors de l'activité de sorte que l'activité peut être favorisée ; pendant ce temps, les informations du client sont envoyées en temps réel à l'agent dans le scénario d'activité de façon à relier le client et l'agent, ce qui permet d'améliorer l'opportunité de communication et de faciliter encore la promotion de l'activité.
PCT/CN2018/083887 2017-08-02 2018-04-20 Procédé, équipement et dispositif de suivi en temps réel pour des clients de mercatique de terrain et support d'informations WO2019024542A1 (fr)

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CN201710652502.6A CN107563769A (zh) 2017-08-02 2017-08-02 一种现场营销客户实时追踪方法、设备及存储介质

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