WO2019024595A1 - Priority-based client follow-up method, electronic apparatus and readable storage medium - Google Patents
Priority-based client follow-up method, electronic apparatus and readable storage medium Download PDFInfo
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- WO2019024595A1 WO2019024595A1 PCT/CN2018/089726 CN2018089726W WO2019024595A1 WO 2019024595 A1 WO2019024595 A1 WO 2019024595A1 CN 2018089726 W CN2018089726 W CN 2018089726W WO 2019024595 A1 WO2019024595 A1 WO 2019024595A1
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- 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
- G06Q30/01—Customer relationship services
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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
- G06Q30/02—Marketing; Price estimation or determination; Fundraising
- G06Q30/0201—Market modelling; Market analysis; Collecting market data
Definitions
- the present application relates to the field of computer technologies, and in particular, to a priority-based customer follow-up method, an electronic device, and a readable storage medium.
- the purpose of the present application is to provide a priority-based customer follow-up method, an electronic device, and a readable storage medium, which are intended to improve the effectiveness of customer follow-up in remote service.
- a first aspect of the present application provides an electronic device, including: a memory, a processor, and a priority-based customer follow-up stored on the memory and operable on the processor
- the system when the priority-based customer follow-up system is executed by the processor, implements the following steps:
- A. Obtain the current task status of each customer to be followed, and set the corresponding weight according to the current task status of each to be followed; obtain the latest appointment follow-up time point of each customer to be followed;
- the second aspect of the present application further provides a priority-based customer follow-up method, where the priority-based customer follow-up method includes:
- the follow-up priority of each to-be-customized customer is determined according to a preset rule
- Each of the to-be-followed customers is displayed in the order of the priority of the follow-up, so that the user can follow up the customer with high priority in time.
- a third aspect of the present application further provides a computer readable storage medium storing a priority-based customer tracking system, the priority-based customer following up
- the system can be executed by at least one processor to cause the at least one processor to perform the steps of the priority-based customer follow-up method as described above.
- the priority-based customer follow-up method, system and readable storage medium proposed by the application set different weights according to different current task states of each customer to be followed; and obtain the latest scheduled follow-up time points of each customer to be followed up, And according to the weights of each customer to be followed up and the latest appointment follow-up time point to calculate and determine the follow-up priority of each to-be-goed customer; the respective to-follow customers are displayed according to the ranking of the follow-up priority for the purpose of providing Users promptly follow up with high priority to follow up customers.
- FIG. 1 is a schematic diagram of an optional application environment of each embodiment of the present application.
- FIG. 2 is a schematic diagram of a hardware architecture of an embodiment of the electronic device of FIG. 1;
- FIG. 3 is a schematic flowchart diagram of an embodiment of a priority-based customer follow-up method according to the present application.
- first, second and the like in the present application are for the purpose of description only, and are not to be construed as indicating or implying their relative importance or implicitly indicating the number of technical features indicated. .
- features defining “first” and “second” may include at least one of the features, either explicitly or implicitly.
- the technical solutions between the various embodiments may be combined with each other, but must be based on the realization of those skilled in the art, and when the combination of the technical solutions is contradictory or impossible to implement, it should be considered that the combination of the technical solutions does not exist. Nor is it within the scope of protection required by this application.
- FIG. 1 is a schematic diagram of an optional application environment of each embodiment of the present application.
- the present application is applicable to an application environment including, but not limited to, an electronic device 1, a terminal device 2, and a network 3.
- the electronic device 1 is an apparatus capable of automatically performing numerical calculation and/or information processing in accordance with an instruction set or stored in advance.
- the electronic device 1 may be a computer, a single network server, a server group composed of a plurality of network servers, or a cloud-based cloud composed of a large number of hosts or network servers, wherein the cloud computing is a type of distributed computing, A super virtual computer consisting of a loosely coupled set of computers.
- the terminal device 2 includes, but is not limited to, any electronic product that can interact with a user through a keyboard, a mouse, a remote controller, a touch pad, or a voice control device, for example, a personal computer, a tablet computer, a smart phone, or an individual.
- Digital Assistant (PDA) game console, Internet Protocol Television (IPTV), smart wearable device, etc.
- the network 3 may be an intranet, an Internet, a global mobile communication system (Global S priority-based customer follow-up stem of Mobile communication, GSM), and a wideband code division multiple access (Wideband Code Division Multiple) Access, WCDMA), 4G network, 5G network, Bluetooth, Wi-Fi and other wireless or wired networks.
- GSM Global S priority-based customer follow-up stem of Mobile communication
- WCDMA Wideband Code Division Multiple Access
- 4G network Fifth Generation
- 5G network Fifth Generation
- Bluetooth Wireless Fidelity
- Wi-Fi Wireless Fidelity
- FIG. 2 is a schematic diagram of an optional hardware architecture of the electronic device 1 of FIG. 1.
- the electronic device 1 may include, but is not limited to, a memory 11 and a processor 12 that are communicably connected to each other through a system bus. Network interface 13. It is to be noted that FIG. 2 only shows the electronic device 1 having the 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 memory 11 includes at least one type of readable storage medium including a flash memory, a hard disk, a multimedia card, a card type memory (eg, SD or DX memory, etc.), and a random access memory (RAM). , static random access memory (SRAM), read only memory (ROM), electrically erasable programmable read only memory (EEPROM), programmable read only memory (PROM), magnetic memory, magnetic disk, optical disk, and the like.
- the memory 11 may be an internal storage unit of the electronic device 1, such as a hard disk or a memory of the electronic device 1.
- the memory 11 may also be an external storage device of the electronic device 1, such as a plug-in hard disk equipped on the electronic device 1, a smart memory card (SMC), and a secure digital device. (Secure Digital, SD) card, flash card, etc.
- SMC smart memory card
- SD Secure Digital
- the memory 11 can also include both the internal storage unit of the electronic device 1 and its external storage device.
- the memory 11 is generally used to store an operating system installed in the electronic device 1 and various types of application software, such as the program code of the priority-based customer follow-up system 10. Further, the memory 11 can also be used to temporarily store various types of data that have been output or are to be output.
- the processor 12 may be a Central Processing Unit (CPU), controller, microcontroller, microprocessor, or other data processing chip in some embodiments.
- the processor 12 is typically used to control the overall operation of the electronic device 1, such as performing control and processing related to data interaction or communication with the terminal device 2.
- the processor 12 is configured to run program code or process data stored in the memory 11, such as running the priority-based customer tracking system 10 and the like.
- the network interface 13 may comprise a wireless network interface or a wired network interface, which is typically used to establish a communication connection between the electronic device 1 and other electronic devices.
- the network interface 13 is mainly used to connect the electronic device 1 to one or more of the terminal devices 2 through the network 3, in the electronic device 1 and one or more of the terminals. A data transmission channel and a communication connection are established between the devices 2.
- the priority based customer tracking system 10 includes at least one computer readable instructions stored in the memory 11, the at least one computer readable instructions being executable by the processor 12 to implement various embodiments of the present application.
- the priority-based customer tracking system 10 is executed by the processor 12 to implement the following steps:
- step S1 the current task status of each of the customers to be followed is obtained, and the corresponding weights are set according to the current task status of each of the to-be-goed customers; and the latest scheduled follow-up time points of each of the pending customers are obtained.
- the staff such as remote agents
- the 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 the one-time appointment follow-up time, the remote agent will promptly follow up the customer according to the appointment follow-up time.
- the status of the tasks associated with the customer may change, such as pre-sales consultations, quotations, sales to sales, evaluations, and so on.
- the task status can be roughly divided into three task states: pre-sales preparation state, sales tracking state, and sales end state, and can be targeted for different task states according to the importance of different task states.
- the pre-sales preparation state may include the following states: a system to be assigned list, a pending call, a non-quote, etc.
- the tracking status in the sales may include the following states: quoted, pending visit inquiry, pending sales, customer active call back
- the sales end state may include the following states: waiting for the store to record, to be delivered, sales failure, and the like.
- the corresponding different weights may be allocated in detail according to each specific different task state to be followed up by the customer, which is not limited herein.
- the current task status of each customer to be followed is obtained, for example, the remote agent and the intended customer determine the next appointment follow-up time point with the customer in the latest communication process and have not actively followed up the customer.
- the remote agent can issue an instruction for setting the state of the customer to be followed by clicking a button, touching, etc.
- the system generates and displays a current task state setting interface for the to-be-goed client, and the remote agent is generated.
- the current task status of the customer to be followed up by the current task status setting interface such as the pre-sales preparation status, the sales tracking status, or the sales end status.
- the generated current task status setting interface may also record information such as the customer information (such as name, contact information, address, etc.) to be followed up, and the latest appointment follow-up time point.
- the current task status setting interface may be used by the remote agent to add a record to record the current task status of the newly added customer, the latest appointment follow-up time point, etc., and may also be used by the remote agent to update the existing record. If the scheduled follow-up time of the pending record in the existing record can be updated to the latest and the latest scheduled follow-up time point determined by the customer to be followed, the task status of the pending record to be updated to the latest is updated to the latest. Current task status. In this way, through the current task state setting interface, information such as the latest current task status and the latest appointment follow-up time point of each customer to be followed can be obtained in real time.
- step S2 according to the weights corresponding to each customer to be followed and the latest scheduled follow-up time point, the follow-up priority of each to-be-customized client is determined according to a preset rule.
- the follow-up priority of each pending customer can be determined.
- the current system time is obtained in real time
- the latest scheduled follow-up time point may be set to be higher than the latest scheduled follow-up time after the current system time.
- the follow-up priority of the final customer to be followed can be determined.
- the "pre-sales preparation state” corresponding weight indicator value is 2, and the "quoted to be followed-up sales status" in the sales tracking state has a weight indicator value of 3, and is at the end of sales.
- the status of the "ordered to be delivered status" corresponding weight indicator value is 1, according to the current task status of each to be followed by the customer can get the corresponding status weight indicator value.
- a reservation time priority value can be determined. If the current system time is 10:00, if the customer's latest appointment follow-up time point is 9:59, then the setting is made.
- the priority value of the appointment time is 2; if the customer's latest appointment follow-up time is 10:01, the priority value of the reservation time is set to 1.
- step S3 each of the to-be-followed customers is displayed according to the order of the follow-up priority, so that the user can follow up the customer with high priority in time.
- the follow-up priority can be followed from high to low.
- the order is sorted and displayed for each customer to be followed, and the staff, such as the remote agent, can follow up the customer according to the priority of the follow-up priority of the display, and then follow up the customer in order to prioritize the high priority to be followed.
- the staff such as the remote agent
- the follow-up priority of the customer A to be followed is 4, and the follow-up priority of the follow-up customer B is 1, the follow-up priority of the customer A to be followed is prior to the follow-up of the customer B, the staff Remote agents need to follow up with customer A.
- the preset number of to-follow customers that are ranked by the priority of the follow-up priority may also be marked, for example, the ranking of the to-be-customized customers in the order of the follow-up priority may be ranked by The preset number (such as 10) to be followed by the customer to be bolded, highlighted, specific color (red), enlarged font, notes, etc. to mark the display, so that the preset number of the top (such as 10 The number of presets (such as 10) that are to be followed up by the customer is higher than the priority of other customers, to remind the staff to handle the higher priority pending customers in time. .
- the preset number (such as 10) to be followed up by the user to be followed up by the ranking of the follow-up priority may also be obtained. , current business status, etc.), and send a preset number (such as 10) of information to be followed to the customer to the preset terminal, such as SMS, WeChat, email, etc. to preset the number (such as 10) to be followed up
- the customer's information is sent to the remote agent's mobile phone. In this way, when the remote agent is on a business trip or on the go, the information to be followed up by the customer who needs to follow up can be obtained in time, so as to avoid missing the follow-up customer with higher priority.
- the embodiment sets different weights according to different current task states of each customer to be followed; acquires the latest scheduled follow-up time points of each customer to be followed, and according to the weights corresponding to each customer to be followed And the latest appointment follow-up time point to calculate and determine the follow-up priority of each to-be-goed customer; display each of the pending-going customers according to the priority of the follow-up priority, so that the user can follow up the priority with high priority.
- the method when the priority-based customer tracking system 10 is executed by the processor 12 to implement the step S2, the method specifically includes:
- a is a weighting coefficient of the preset reservation time priority M1
- b is a weighting coefficient of the preset task state priority M2.
- the current system time is obtained in real time, and after the latest scheduled follow-up time point of each to-be-customized customer is obtained, the latest scheduled follow-up time point and the current system time of each pending customer are calculated.
- the time difference such as calculating the latest appointment follow-up time to be followed by the customer is N minutes before the current system time, and the latest appointment follow-up time point to be followed by the customer is N minutes after the current system time.
- the customer is in contact with the customer in a short period of time (such as 1 minute before and after) with the customer's appointment follow-up time, and the customer satisfaction is the highest and the sales are successful.
- the rate is high. 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.
- the priority of the reservation time for each customer is preset to three priorities, which are the priority before the reservation time, the priority in the reservation time, and the priority after the reservation time, and the three priorities.
- the definitions are as follows:
- the preset value (such as 1 minute) is used before the scheduled follow-up time point reaches the current time, and the priority is higher;
- the priority of the appointment time is used in the interval before and after the scheduled follow-up time point reaches the current time (for example, 1 minute), and the priority is the highest;
- the preset value (such as 1 minute) is used after the scheduled follow-up time 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 latest appointment follow-up time is before 9:59:00
- the customer to be followed is the priority before the appointment time
- the latest appointment follow-up time is 9:59 to 10:01.
- the waiting time between the customers is the priority of the appointment time
- the latest appointment follow-up time is after 10:01.
- the customer to be followed is the priority after the appointment time.
- the time difference between the latest reservation follow-up time point and the current time is smaller, and the latest appointment is followed.
- the task status priority may also be determined according to the current task status of each to-be-customized client.
- the “sales tracking status” may be set to have a higher priority than the “pre-sales preparation status” according to the importance of different task statuses.
- the priority, "pre-sales preparation status” has a higher priority than the sales failure status.
- each pending-to-following can be determined comprehensively.
- the customer's follow-up priority M the formula is as follows:
- a is a weighting coefficient of the preset reservation time priority M1
- b is a weighting coefficient of the preset task state priority M2.
- the priority values of the different reservation time priority M1 and the task state priority M2 and the corresponding weight coefficients may be preset to adjust the time difference before and after the task and the task status to the final customer to be followed.
- the degree of impact of follow-up priorities If priority is given to the follow-up customer who is approaching the scheduled follow-up time point, the priority value of the reservation time priority M1 and the corresponding weight coefficient a may be increased, if the importance of the current task state of the customer is prioritized
- the priority value of the task state priority M2 and the corresponding weight coefficient b can be increased.
- this embodiment provides an optional coefficient ratio, which can be set to be 0.65 and 0.35 respectively.
- FIG. 3 is a schematic flowchart of an embodiment of a priority-based customer follow-up method according to the present application.
- the priority-based customer follow-up method includes the following steps:
- step S10 the current task status of each of the customers to be followed is obtained, and corresponding weights are set according to the current task status of each of the pending customers; and the latest scheduled follow-up time points of each of the pending customers are obtained.
- the staff such as remote agents
- the 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 the one-time appointment follow-up time, the remote agent will promptly follow up the customer according to the appointment follow-up time.
- the status of the tasks associated with the customer may change, such as pre-sales consultations, quotations, sales to sales, evaluations, and so on.
- the task status can be roughly divided into three task states: pre-sales preparation state, sales tracking state, and sales end state, and can be targeted for different task states according to the importance of different task states.
- the pre-sales preparation state may include the following states: a system to be assigned list, a pending call, a non-quote, etc.
- the tracking status in the sales may include the following states: quoted, pending visit inquiry, pending sales, customer active call back
- the sales end state may include the following states: waiting for the store to record, to be delivered, sales failure, and the like.
- the corresponding different weights may be allocated in detail according to each specific different task state to be followed up by the customer, which is not limited herein.
- the current task status of each customer to be followed is obtained, for example, the remote agent and the intended customer determine the next appointment follow-up time point with the customer in the latest communication process and have not actively followed up the customer.
- the remote agent can issue an instruction for setting the state of the customer to be followed by clicking a button, touching, etc.
- the system generates and displays a current task state setting interface for the to-be-goed client, and the remote agent is generated.
- the current task status of the customer to be followed up by the current task status setting interface such as the pre-sales preparation status, the sales tracking status, or the sales end status.
- the generated current task status setting interface may also record information such as the customer information (such as name, contact information, address, etc.) to be followed up, and the latest appointment follow-up time point.
- the current task status setting interface may be used by the remote agent to add a record to record the current task status of the newly added customer, the latest appointment follow-up time point, etc., and may also be used by the remote agent to update the existing record. If the scheduled follow-up time of the pending record in the existing record can be updated to the latest and the latest scheduled follow-up time point determined by the customer to be followed, the task status of the pending record to be updated to the latest is updated to the latest. Current task status. In this way, through the current task state setting interface, information such as the latest current task status and the latest appointment follow-up time point of each customer to be followed can be obtained in real time.
- step S20 according to the weights of the respective customers to be followed and the latest scheduled follow-up time points, the follow-up priorities of the respective customers to be followed are determined according to a preset rule.
- the follow-up priority of each pending customer can be determined.
- the current system time is obtained in real time
- the latest scheduled follow-up time point may be set to be higher than the latest scheduled follow-up time after the current system time.
- the follow-up priority of the final customer to be followed can be determined.
- the "pre-sales preparation state” corresponding weight indicator value is 2, and the "quoted to be followed-up sales status" in the sales tracking state has a weight indicator value of 3, and is at the end of sales.
- the status of the "ordered to be delivered status" corresponding weight indicator value is 1, according to the current task status of each to be followed by the customer can get the corresponding status weight indicator value.
- a reservation time priority value can be determined. If the current system time is 10:00, if the customer's latest appointment follow-up time point is 9:59, then the setting is made.
- the priority value of the appointment time is 2; if the customer's latest appointment follow-up time is 10:01, the priority value of the reservation time is set to 1.
- step S30 each of the to-be-followed customers is displayed in order of the priority of the follow-up priority, so that the user can follow up the customer with high priority in time.
- the follow-up priority can be followed from high to low.
- the order is sorted and displayed for each customer to be followed, and the staff, such as the remote agent, can follow up the customer according to the priority of the follow-up priority of the display, and then follow up the customer in order to prioritize the high priority to be followed.
- the staff such as the remote agent
- the follow-up priority of the customer A to be followed is 4, and the follow-up priority of the follow-up customer B is 1, the follow-up priority of the customer A to be followed is prior to the follow-up of the customer B, the staff Remote agents need to follow up with customer A.
- the preset number of to-follow customers that are ranked by the priority of the follow-up priority may also be marked, for example, the ranking of the to-be-customized customers in the order of the follow-up priority may be ranked by The preset number (such as 10) to be followed by the customer to be bolded, highlighted, specific color (red), enlarged font, notes, etc. to mark the display, so that the preset number of the top (such as 10 The number of presets (such as 10) that are to be followed up by the customer is higher than the priority of other customers, to remind the staff to handle the higher priority pending customers in time. .
- the preset number (such as 10) to be followed up by the user to be followed up by the ranking of the follow-up priority may also be obtained. , current business status, etc.), and send a preset number (such as 10) of information to be followed to the customer to the preset terminal, such as SMS, WeChat, email, etc. to preset the number (such as 10) to be followed up
- the customer's information is sent to the remote agent's mobile phone. In this way, when the remote agent is on a business trip or on the go, the information to be followed up by the customer who needs to follow up can be obtained in time, so as to avoid missing the follow-up customer with higher priority.
- the embodiment sets different weights according to different current task states of each customer to be followed; acquires the latest scheduled follow-up time points of each customer to be followed, and according to the weights corresponding to each customer to be followed And the latest appointment follow-up time point to calculate and determine the follow-up priority of each to-be-goed customer; display each of the pending-going customers according to the priority of the follow-up priority, so that the user can follow up the priority with high priority.
- the step S20 includes:
- a is a weighting coefficient of the preset reservation time priority M1
- b is a weighting coefficient of the preset task state priority M2.
- the current system time is obtained in real time, and after the latest scheduled follow-up time point of each to-be-customized customer is obtained, the latest scheduled follow-up time point and the current system time of each pending customer are calculated.
- the time difference such as calculating the latest appointment follow-up time to be followed by the customer is N minutes before the current system time, and the latest appointment follow-up time point to be followed by the customer is N minutes after the current system time.
- the customer is in contact with the customer in a short period of time (such as 1 minute before and after) with the customer's appointment follow-up time, and the customer satisfaction is the highest and the sales are successful.
- the rate is high. 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.
- the priority of the reservation time for each customer is preset to three priorities, which are the priority before the reservation time, the priority in the reservation time, and the priority after the reservation time, and the three priorities.
- the definitions are as follows:
- the preset value (such as 1 minute) is used before the scheduled follow-up time point reaches the current time, and the priority is higher;
- the priority of the appointment time is used in the interval before and after the scheduled follow-up time point reaches the current time (for example, 1 minute), and the priority is the highest;
- the preset value (such as 1 minute) is used after the scheduled follow-up time 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 latest appointment follow-up time is before 9:59:00
- the customer to be followed is the priority before the appointment time
- the latest appointment follow-up time is 9:59 to 10:01.
- the waiting time between the customers is the priority of the appointment time
- the latest appointment follow-up time is after 10:01.
- the customer to be followed is the priority after the appointment time.
- the time difference between the latest reservation follow-up time point and the current time is smaller, and the latest appointment is followed.
- the task status priority may also be determined according to the current task status of each to-be-customized client.
- the “sales tracking status” may be set to have a higher priority than the “pre-sales preparation status” according to the importance of different task statuses.
- the priority, "pre-sales preparation status” has a higher priority than the sales failure status.
- each pending-to-following can be determined comprehensively.
- the customer's follow-up priority M the formula is as follows:
- a is a weighting coefficient of the preset reservation time priority M1
- b is a weighting coefficient of the preset task state priority M2.
- the priority values of the different reservation time priority M1 and the task state priority M2 and the corresponding weight coefficients may be preset to adjust the time difference before and after the task and the task status to the final customer to be followed.
- the degree of impact of follow-up priorities If priority is given to the follow-up customer who is approaching the scheduled follow-up time point, the priority value of the reservation time priority M1 and the corresponding weight coefficient a may be increased, if the importance of the current task state of the customer is prioritized
- the priority value of the task state priority M2 and the corresponding weight coefficient b can be increased.
- this embodiment provides an optional coefficient ratio, which can be set to be 0.65 and 0.35 respectively.
- the present application also provides a computer readable storage medium storing a priority based customer tracking system, the priority based customer tracking system being executable by at least one processor,
- the at least one processor In order for the at least one processor to perform the steps of the priority-based customer follow-up method in the above embodiment, the specific implementation process of the priority-based customer follow-up method steps S10, S20, S30, etc. is as described above , will not repeat them here.
- 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 application 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 mobile phone, a computer, a server, an air conditioner, or a network device, etc.) to perform the methods described in various embodiments of the present application.
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Description
Claims (20)
- 一种电子装置,其特征在于,所述电子装置包括:存储器、处理器及存储在所述存储器上并可在所述处理器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器执行时实现如下步骤:An electronic device, comprising: a memory, a processor, and a priority-based customer tracking system stored on the memory and operable on the processor, the priority-based The customer follow-up system is implemented by the processor to implement the following steps:A、获取各个待跟进客户的当前任务状态,并根据各个待跟进客户的当前任务状态设置对应的权重;获取各个待跟进客户的最新预约跟进时间点;A. Obtain the current task status of each customer to be followed, and set the corresponding weight according to the current task status of each to be followed; obtain the latest appointment follow-up time point of each customer to be followed;B、根据各个待跟进客户对应的权重及最新预约跟进时间点,按预设规则确定各个待跟进客户的跟进优先级;B. Determine the follow-up priority of each customer to be followed according to the preset rules according to the weights of each customer to be followed and the latest appointment follow-up time point;C、将各个待跟进客户按跟进优先级的高低排序进行展示,以供用户及时跟进优先级高的待跟进客户。C. Display each customer to be followed up according to the priority of the follow-up priority, so that the user can follow up the customer with high priority in time.
- 根据权利要求1所述的电子装置,其特征在于,所述获取各个待跟进客户的当前任务状态的步骤包括:The electronic device according to claim 1, wherein the step of acquiring the current task status of each to-be-customized client comprises:在接收到用户发出的对待跟进客户进行状态设置的指令时,生成并显示针对待跟进客户的当前任务状态设置界面,以供用户基于所述当前任务状态设置界面设置待跟进客户的当前任务状态。Upon receiving an instruction issued by the user to follow up the status setting of the customer, generating and displaying a current task status setting interface for the customer to be followed, for the user to set the current to be followed by the customer based on the current task status setting interface Task status.
- 根据权利要求2所述的电子装置,其特征在于,所述当前任务状态包括销售前准备状态、销售中跟踪状态、销售结束状态。The electronic device according to claim 2, wherein the current task status comprises a pre-sales preparation status, a sales tracking status, and a sales end status.
- 根据权利要求1所述的电子装置,其特征在于,所述基于优先级的客户跟进系统被所述处理器执行实现所述步骤B时,包括:The electronic device according to claim 1, wherein when the priority-based customer tracking system is executed by the processor to implement the step B, the method comprises:计算每个待跟进客户的最新预约跟进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确定每个待跟进客户的预约时间优先级M1,根据各个待跟进客户的当前任务状态确定任务状态优先级M2,则确定每个待沟通客户的跟进优先级M的公式为:Calculating the time difference between the latest scheduled follow-up time point and the current time of each customer to be followed, and determining the priority of each reservation time M1 according to the calculated time difference before and after the customer, according to the current current of each customer to be followed The task status determines the task status priority M2, and the formula for determining the follow-up priority M of each customer to be communicated is:M=a*M1+b*M2M=a*M1+b*M2其中,a为预设的预约时间优先级M1的权重系数,b为预设的任务状态优先级M2的权重系数。Where a is a weighting coefficient of the preset reservation time priority M1, and b is a weighting coefficient of the preset task state priority M2.
- 根据权利要求2所述的电子装置,其特征在于,所述基于优先级的客户跟进系统被所述处理器执行实现所述步骤B时,包括:The electronic device according to claim 2, wherein when the priority-based customer tracking system is executed by the processor to implement the step B, the method comprises:计算每个待跟进客户的最新预约跟进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确定每个待跟进客户的预约时间优先级M1,根据各个待跟进客户的当前任务状态确定任务状态优先级M2,则确定每个待沟通客户的跟进优先级M的公式为:Calculating the time difference between the latest scheduled follow-up time point and the current time of each customer to be followed, and determining the priority of each reservation time M1 according to the calculated time difference before and after the customer, according to the current current of each customer to be followed The task status determines the task status priority M2, and the formula for determining the follow-up priority M of each customer to be communicated is:M=a*M1+b*M2M=a*M1+b*M2其中,a为预设的预约时间优先级M1的权重系数,b为预设的任务状态优先级M2的权重系数。Where a is a weighting coefficient of the preset reservation time priority M1, and b is a weighting coefficient of the preset task state priority M2.
- 根据权利要求3所述的电子装置,其特征在于,所述基于优先 级的客户跟进系统被所述处理器执行实现所述步骤B时,包括:The electronic device according to claim 3, wherein when the priority-based customer tracking system is executed by the processor to implement the step B, the method comprises:计算每个待跟进客户的最新预约跟进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确定每个待跟进客户的预约时间优先级M1,根据各个待跟进客户的当前任务状态确定任务状态优先级M2,则确定每个待沟通客户的跟进优先级M的公式为:Calculating the time difference between the latest scheduled follow-up time point and the current time of each customer to be followed, and determining the priority of each reservation time M1 according to the calculated time difference before and after the customer, according to the current current of each customer to be followed The task status determines the task status priority M2, and the formula for determining the follow-up priority M of each customer to be communicated is:M=a*M1+b*M2M=a*M1+b*M2其中,a为预设的预约时间优先级M1的权重系数,b为预设的任务状态优先级M2的权重系数。Where a is a weighting coefficient of the preset reservation time priority M1, and b is a weighting coefficient of the preset task state priority M2.
- 根据权利要求4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每个待跟进客户的预约时间优先级为:The electronic device according to claim 4, wherein the determining the priority of the reservation time of each to-be-customized client according to the calculated time-to-front time difference is:若最新预约跟进时间点在当前时间之前,且最新预约跟进时间点与当前时间的时间差大于预设值,则确定该最新预约跟进时间点的待跟进客户为预约时间前优先级;If the latest scheduled follow-up time point is before the current time, and the time difference between the latest scheduled follow-up time point and the current time is greater than a preset value, it is determined that the latest scheduled follow-up time point is to be followed by the customer as the pre-appointment time priority;若最新预约跟进时间点与当前时间的时间差小于预设值,则确定该最新预约跟进时间点的待跟进客户为预约时间中优先级;If the time difference between the latest scheduled follow-up time point and the current time is less than a preset value, determining that the latest scheduled follow-up time point is to be followed by the customer as the priority in the reserved time;若最新预约跟进时间点在当前时间之后,且最新预约跟进时间点与当前时间的时间差大于预设值,则确定该最新预约跟进时间点的待跟进客户为预约时间后优先级;If the latest scheduled follow-up time point is after the current time, and the time difference between the latest scheduled follow-up time point and the current time is greater than a preset value, it is determined that the latest scheduled follow-up time point is to be followed by the customer as the priority after the appointment time;其中,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.
- 根据权利要求5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每个待跟进客户的预约时间优先级为:The electronic device according to claim 5, wherein the determining the priority of the reservation time of each to-be-customized client according to the calculated time-to-front time difference is:若最新预约跟进时间点在当前时间之前,且最新预约跟进时间点与当前时间的时间差大于预设值,则确定该最新预约跟进时间点的待跟进客户为预约时间前优先级;If the latest scheduled follow-up time point is before the current time, and the time difference between the latest scheduled follow-up time point and the current time is greater than a preset value, it is determined that the latest scheduled follow-up time point is to be followed by the customer as the pre-appointment time priority;若最新预约跟进时间点与当前时间的时间差小于预设值,则确定该最新预约跟进时间点的待跟进客户为预约时间中优先级;If the time difference between the latest scheduled follow-up time point and the current time is less than a preset value, determining that the latest scheduled follow-up time point is to be followed by the customer as the priority in the reserved time;若最新预约跟进时间点在当前时间之后,且最新预约跟进时间点与当前时间的时间差大于预设值,则确定该最新预约跟进时间点的待跟进客户为预约时间后优先级;If the latest scheduled follow-up time point is after the current time, and the time difference between the latest scheduled follow-up time point and the current time is greater than a preset value, it is determined that the latest scheduled follow-up time point is to be followed by the customer as the priority after the appointment time;其中,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.
- 根据权利要求6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每个待跟进客户的预约时间优先级为:The electronic device according to claim 6, wherein the determining the priority of the reservation time of each to-be-customized client according to the calculated time-to-front time difference is:若最新预约跟进时间点在当前时间之前,且最新预约跟进时间点与当前时间的时间差大于预设值,则确定该最新预约跟进时间点的待跟进客户为预约时间前优先级;If the latest scheduled follow-up time point is before the current time, and the time difference between the latest scheduled follow-up time point and the current time is greater than a preset value, it is determined that the latest scheduled follow-up time point is to be followed by the customer as the pre-appointment time priority;若最新预约跟进时间点与当前时间的时间差小于预设值,则确定 该最新预约跟进时间点的待跟进客户为预约时间中优先级;If the time difference between the latest scheduled follow-up time point and the current time is less than a preset value, it is determined that the latest scheduled follow-up time point is to be followed by the customer as the priority in the reserved time;若最新预约跟进时间点在当前时间之后,且最新预约跟进时间点与当前时间的时间差大于预设值,则确定该最新预约跟进时间点的待跟进客户为预约时间后优先级;If the latest scheduled follow-up time point is after the current time, and the time difference between the latest scheduled follow-up time point and the current time is greater than a preset value, it is determined that the latest scheduled follow-up time point is to be followed by the customer as the priority after the appointment time;其中,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.
- 一种基于优先级的客户跟进方法,其特征在于,所述基于优先级的客户跟进方法包括:A priority-based customer follow-up method, characterized in that the priority-based customer follow-up method comprises:获取各个待跟进客户的当前任务状态,并根据各个待跟进客户的当前任务状态设置对应的权重;获取各个待跟进客户的最新预约跟进时间点;Obtaining the current task status of each of the customers to be followed, and setting corresponding weights according to the current task status of each to be followed; obtaining the latest scheduled follow-up time points of each of the customers to be followed;根据各个待跟进客户对应的权重及最新预约跟进时间点,按预设规则确定各个待跟进客户的跟进优先级;According to the weights of each customer to be followed and the latest appointment follow-up time point, the follow-up priority of each to-be-customized customer is determined according to a preset rule;将各个待跟进客户按跟进优先级的高低排序进行展示,以供用户及时跟进优先级高的待跟进客户。Each of the to-be-followed customers is displayed in the order of the priority of the follow-up, so that the user can follow up the customer with high priority in time.
- 根据权利要求10所述的基于优先级的客户跟进方法,其特征在于,所述获取各个待跟进客户的当前任务状态的步骤包括:在接收到用户发出的对待跟进客户进行状态设置的指令时,生成并显示针对待跟进客户的当前任务状态设置界面,以供用户基于所述当前任务状态设置界面设置待跟进客户的当前任务状态。The priority-based customer follow-up method according to claim 10, wherein the step of acquiring the current task status of each of the to-be-goed clients comprises: receiving the status setting of the customer-supplied follow-up customer When instructing, the current task state setting interface for the customer to be followed is generated and displayed, so that the user sets the current task state to be followed up by the user based on the current task state setting interface.
- 根据权利要求11所述的基于优先级的客户跟进方法,其特征在于,所述当前任务状态包括销售前准备状态、销售中跟踪状态、销售结束状态。The priority-based customer follow-up method according to claim 11, wherein the current task status includes a pre-sales preparation status, a sales-time tracking status, and a sales end status.
- 根据权利要求10所述的基于优先级的客户跟进方法,其特征在于,所述根据各个待跟进客户对应的权重及最新预约跟进时间点,按预设规则确定各个待跟进客户的跟进优先级包括:The priority-based customer follow-up method according to claim 10, wherein the determining, according to the weights corresponding to each of the customers to be followed and the latest scheduled follow-up time points, determining the respective customers to be followed according to a preset rule. Follow-up priorities include:计算每个待跟进客户的最新预约跟进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确定每个待跟进客户的预约时间优先级M1,根据各个待跟进客户的当前任务状态确定任务状态优先级M2,则确定每个待沟通客户的跟进优先级M的公式为:Calculating the time difference between the latest scheduled follow-up time point and the current time of each customer to be followed, and determining the priority of each reservation time M1 according to the calculated time difference before and after the customer, according to the current current of each customer to be followed The task status determines the task status priority M2, and the formula for determining the follow-up priority M of each customer to be communicated is:M=a*M1+b*M2M=a*M1+b*M2其中,a为预设的预约时间优先级M1的权重系数,b为预设的任务状态优先级M2的权重系数。Where a is a weighting coefficient of the preset reservation time priority M1, and b is a weighting coefficient of the preset task state priority M2.
- 根据权利要求11所述的基于优先级的客户跟进方法,其特征在于,所述根据各个待跟进客户对应的权重及最新预约跟进时间点,按预设规则确定各个待跟进客户的跟进优先级包括:The priority-based customer follow-up method according to claim 11, wherein the determining the respective customers to be followed according to the preset rules according to the weights corresponding to the respective customers to be followed and the latest scheduled follow-up time points Follow-up priorities include:计算每个待跟进客户的最新预约跟进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确定每个待跟进客户的预约时间 优先级M1,根据各个待跟进客户的当前任务状态确定任务状态优先级M2,则确定每个待沟通客户的跟进优先级M的公式为:Calculating the time difference between the latest scheduled follow-up time point and the current time of each customer to be followed, and determining the priority of each reservation time M1 according to the calculated time difference before and after the customer, according to the current current of each customer to be followed The task status determines the task status priority M2, and the formula for determining the follow-up priority M of each customer to be communicated is:M=a*M1+b*M2M=a*M1+b*M2其中,a为预设的预约时间优先级M1的权重系数,b为预设的任务状态优先级M2的权重系数。Where a is a weighting coefficient of the preset reservation time priority M1, and b is a weighting coefficient of the preset task state priority M2.
- 根据权利要求12所述的基于优先级的客户跟进方法,其特征在于,所述根据各个待跟进客户对应的权重及最新预约跟进时间点,按预设规则确定各个待跟进客户的跟进优先级包括:The priority-based customer follow-up method according to claim 12, wherein the determining the respective customers to be followed according to the preset rules according to the weights corresponding to the respective customers to be followed and the latest scheduled follow-up time points Follow-up priorities include:计算每个待跟进客户的最新预约跟进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确定每个待跟进客户的预约时间优先级M1,根据各个待跟进客户的当前任务状态确定任务状态优先级M2,则确定每个待沟通客户的跟进优先级M的公式为:Calculating the time difference between the latest scheduled follow-up time point and the current time of each customer to be followed, and determining the priority of each reservation time M1 according to the calculated time difference before and after the customer, according to the current current of each customer to be followed The task status determines the task status priority M2, and the formula for determining the follow-up priority M of each customer to be communicated is:M=a*M1+b*M2M=a*M1+b*M2其中,a为预设的预约时间优先级M1的权重系数,b为预设的任务状态优先级M2的权重系数。Where a is a weighting coefficient of the preset reservation time priority M1, and b is a weighting coefficient of the preset task state priority M2.
- 根据权利要求13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每个待跟进客户的预约时间优先级为:The priority-based customer follow-up method according to claim 13, wherein the determining the priority of the reservation time of each to-be-customized client according to the calculated time-to-front time difference is:若最新预约跟进时间点在当前时间之前,且最新预约跟进时间点与当前时间的时间差大于预设值,则确定该最新预约跟进时间点的待跟进客户为预约时间前优先级;If the latest scheduled follow-up time point is before the current time, and the time difference between the latest scheduled follow-up time point and the current time is greater than a preset value, it is determined that the latest scheduled follow-up time point is to be followed by the customer as the pre-appointment time priority;若最新预约跟进时间点与当前时间的时间差小于预设值,则确定该最新预约跟进时间点的待跟进客户为预约时间中优先级;If the time difference between the latest scheduled follow-up time point and the current time is less than a preset value, determining that the latest scheduled follow-up time point is to be followed by the customer as the priority in the reserved time;若最新预约跟进时间点在当前时间之后,且最新预约跟进时间点与当前时间的时间差大于预设值,则确定该最新预约跟进时间点的待跟进客户为预约时间后优先级;If the latest scheduled follow-up time point is after the current time, and the time difference between the latest scheduled follow-up time point and the current time is greater than a preset value, it is determined that the latest scheduled follow-up time point is to be followed by the customer as the priority after the appointment time;其中,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.
- 根据权利要求14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每个待跟进客户的预约时间优先级为:The priority-based customer follow-up method according to claim 14, wherein the determining the priority of each reservation customer based on the calculated time-to-front time difference is:若最新预约跟进时间点在当前时间之前,且最新预约跟进时间点与当前时间的时间差大于预设值,则确定该最新预约跟进时间点的待跟进客户为预约时间前优先级;If the latest scheduled follow-up time point is before the current time, and the time difference between the latest scheduled follow-up time point and the current time is greater than a preset value, it is determined that the latest scheduled follow-up time point is to be followed by the customer as the pre-appointment time priority;若最新预约跟进时间点与当前时间的时间差小于预设值,则确定该最新预约跟进时间点的待跟进客户为预约时间中优先级;If the time difference between the latest scheduled follow-up time point and the current time is less than a preset value, determining that the latest scheduled follow-up time point is to be followed by the customer as the priority in the reserved time;若最新预约跟进时间点在当前时间之后,且最新预约跟进时间点与当前时间的时间差大于预设值,则确定该最新预约跟进时间点的待 跟进客户为预约时间后优先级;If the latest scheduled follow-up time point is after the current time, and the time difference between the latest scheduled follow-up time point and the current time is greater than a preset value, it is determined that the latest scheduled follow-up time point is to be followed by the customer as the priority after the appointment time;其中,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.
- 根据权利要求15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每个待跟进客户的预约时间优先级为:The priority-based customer follow-up method according to claim 15, wherein the determining the priority of the reservation time of each to-be-customized client according to the calculated time-to-front time difference is:若最新预约跟进时间点在当前时间之前,且最新预约跟进时间点与当前时间的时间差大于预设值,则确定该最新预约跟进时间点的待跟进客户为预约时间前优先级;If the latest scheduled follow-up time point is before the current time, and the time difference between the latest scheduled follow-up time point and the current time is greater than a preset value, it is determined that the latest scheduled follow-up time point is to be followed by the customer as the pre-appointment time priority;若最新预约跟进时间点与当前时间的时间差小于预设值,则确定该最新预约跟进时间点的待跟进客户为预约时间中优先级;If the time difference between the latest scheduled follow-up time point and the current time is less than a preset value, determining that the latest scheduled follow-up time point is to be followed by the customer as the priority in the reserved time;若最新预约跟进时间点在当前时间之后,且最新预约跟进时间点与当前时间的时间差大于预设值,则确定该最新预约跟进时间点的待跟进客户为预约时间后优先级;If the latest scheduled follow-up time point is after the current time, and the time difference between the latest scheduled follow-up time point and the current time is greater than a preset value, it is determined that the latest scheduled follow-up time point is to be followed by the customer as the priority after the appointment time;其中,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.
- 一种计算机可读存储介质,其特征在于,所述计算机可读存储介质上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被处理器执行时实现如下步骤:A computer readable storage medium, characterized in that the computer readable storage medium stores a priority based customer tracking system, and the priority based customer tracking system is executed by the processor to implement the following steps:获取各个待跟进客户的当前任务状态,并根据各个待跟进客户的当前任务状态设置对应的权重;获取各个待跟进客户的最新预约跟进时间点;Obtaining the current task status of each of the customers to be followed, and setting corresponding weights according to the current task status of each to be followed; obtaining the latest scheduled follow-up time points of each of the customers to be followed;根据各个待跟进客户对应的权重及最新预约跟进时间点,按预设规则确定各个待跟进客户的跟进优先级;According to the weights of each customer to be followed and the latest appointment follow-up time point, the follow-up priority of each to-be-customized customer is determined according to a preset rule;将各个待跟进客户按跟进优先级的高低排序进行展示,以供用户及时跟进优先级高的待跟进客户。Each of the to-be-followed customers is displayed in the order of the priority of the follow-up, so that the user can follow up the customer with high priority in time.
- 根据权利要求19所述的计算机可读存储介质,其特征在于,所述获取各个待跟进客户的当前任务状态的步骤包括:在接收到用户发出的对待跟进客户进行状态设置的指令时,生成并显示针对待跟进客户的当前任务状态设置界面,以供用户基于所述当前任务状态设置界面设置待跟进客户的当前任务状态。The computer readable storage medium according to claim 19, wherein the step of acquiring the current task status of each of the to-be-goed clients comprises: upon receiving an instruction issued by the user to follow up the status setting of the customer, A current task status setting interface for the customer to be followed is generated and displayed for the user to set the current task status of the customer to be followed based on the current task status setting interface.
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