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 PDF

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Publication number
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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time
priority
customer
follow
followed
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PCT/CN2018/089726
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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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    • 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
    • G06Q30/00Commerce
    • G06Q30/01Customer relationship services
    • 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
    • G06Q30/00Commerce
    • G06Q30/02Marketing; Price estimation or determination; Fundraising
    • G06Q30/0201Market 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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Abstract

The present application relates to a priority-based client follow-up method, an electronic apparatus and a readable storage medium. The method comprises: acquiring a current task state of each client to be followed up, and setting a corresponding weight according to the current task state of each client to be followed up; acquiring a latest reservation follow-up time point of each client to be followed up; determining, on the basis of a pre-set rule, a follow-up priority of each client to be followed up, according to the weight and the latest reservation follow-up time point corresponding to each client to be followed up; and ordering and showing each client to be followed up on the basis of the level of the follow-up priority, so that a user timely follows up clients to be followed up with a high priority. According to the present application, the effectiveness and performance of client follow-up in remote service and marketing are improved.

Description

基于优先级的客户跟进方法、电子装置及可读存储介质Priority-based customer follow-up method, 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CN 201710658111.5、名称为“基于优先级的客户跟进方法、电子装置及可读存储介质”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's priority to apply for a Chinese patent application entitled "Priority-based customer follow-up method, electronic device and readable storage medium" filed on August 4, 2017, CN 201710658111.5, China The entire content of the patent application is incorporated herein by reference.
技术领域Technical field
本申请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、电子装置及可读存储介质。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.
背景技术Background technique
在远程服销场景下,往往需要坐席对所有的存量客户以及挖掘到的准客户进行及时跟进。现有技术中并没有针对不同客户进行跟进任务优先级划分的方案,导致有可能使急需跟进的客户如购买意愿强烈的客户未被及时跟踪,或无需第一时间跟进的客户如购买意愿低的客户被迅速跟踪,从而造成远程服销中的有效跟进比例及效益低下。In the case of remote service sales, it is often necessary for agents to follow up on all the stock customers and prospective customers. In the prior art, there is no scheme for prioritizing the follow-up tasks for different customers, resulting in the possibility that customers who are in urgent need of follow-up, such as customers with strong purchasing intentions, are not tracked in time, or customers who do not need to follow up in the first time, such as purchases. Customers with low willingness are quickly tracked, resulting in an effective follow-up ratio and low efficiency in remote service.
发明内容Summary of the invention
本申请的目的在于提供一种基于优先级的客户跟进方法、电子装置及可读存储介质,旨在提高远程服销中客户跟进的有效性。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.
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:To achieve the above object, 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、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.
此外,为实现上述目的,本申请第二方面还提供一种基于优先级的客户跟进方法,所述基于优先级的客户跟进方法包括:In addition, to achieve the above objective, 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:
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.
进一步地,为实现上述目的,本申请第三方面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器执行,以使所述至少一个处理器执行如上述的基于优先级的客户跟进方法的步骤。Further, in order to achieve the above object, 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.
本申请提出的基于优先级的客户跟进方法、系统及可读存储介质,根据各个待跟进客户的不同当前任务状态设置不同的权重;获取各个待跟进客户的最新预约跟进时间点,并根据各个待跟进客户对应的权重及最新预约跟进时间点来计算确定各个待跟进客户的跟进优先级;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。由于考虑每一待跟进客户当前任务状态的重要性,以及与待跟进客户的最新预约跟进时间点,来综合计算确定出各个待跟进客户的最终跟进优先级,能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。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. By considering the importance of each pending customer's current mission status, and the latest appointment follow-up time point to be followed up by the customer, a comprehensive calculation determines the final follow-up priority of each pending customer, enabling the staff to If the agent prioritizes the processing of customers who are more important and need to follow up the communication in the first time, improve the effectiveness and effectiveness of customer follow-up in remote service.
附图说明DRAWINGS
图1为本申请各个实施例一可选的应用环境示意图;1 is a schematic diagram of an optional application environment of each embodiment of the present application;
图2是图1中电子装置一实施例的硬件架构的示意图;2 is a schematic diagram of a hardware architecture of an embodiment of the electronic device of FIG. 1;
图3为本申请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 application.
具体实施方式Detailed ways
为了使本申请的目的、技术方案及优点更加清楚明白,以下结合附图及实施例,对本申请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用以解释本申请,并不用于限定本申请。基于本申请中的实施例,本领域普通技术人员在没有做出创造性劳动前提下所获得的所有其他实施例,都属于本申请保护的范围。In order to make the objects, technical solutions, and advantages of the present application more comprehensible, the present application will be further described in detail below with reference to the accompanying drawings and embodiments. It is understood that the specific embodiments described herein are merely illustrative of the application and are not intended to be limiting. All other embodiments obtained by a person of ordinary skill in the art based on the embodiments of the present application without departing from the inventive scope are the scope of the present application.
需要说明的是,在本申请中涉及“第一”、“第二”等的描述仅用于描述目的,而不能理解为指示或暗示其相对重要性或者隐含指明所指示的技术特征的数量。由此,限定有“第一”、“第二”的特征可以明示或者隐含地包括至少一个该特征。另外,各个实施例之间的技术方案可以相互结合,但是必须是以本领域普通技术人员能够实现 为基础,当技术方案的结合出现相互矛盾或无法实现时应当认为这种技术方案的结合不存在,也不在本申请要求的保护范围之内。It should be noted that the descriptions of "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. . Thus, features defining "first" and "second" may include at least one of the features, either explicitly or implicitly. In addition, 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.
参阅图1,是本申请各个实施例一可选的应用环境示意图。FIG. 1 is a schematic diagram of an optional application environment of each embodiment of the present application.
在本实施例中,本申请可应用于包括,但不仅限于,电子装置1、终端设备2、网络3的应用环境中。其中,电子装置1是一种能够按照事先设定或者存储的指令,自动进行数值计算和/或信息处理的设备。电子装置1可以是计算机、也可以是单个网络服务器、多个网络服务器组成的服务器组或者基于云计算的由大量主机或者网络服务器构成的云,其中云计算是分布式计算的一种,由一群松散耦合的计算机集组成的一个超级虚拟计算机。In this embodiment, 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.
终端设备2包括,但不限于,任何一种可与用户通过键盘、鼠标、遥控器、触摸板或者声控设备等方式进行人机交互的电子产品,例如,个人计算机、平板电脑、智能手机、个人数字助理(Personal Digital Assistant,PDA),游戏机、交互式网络电视(Internet Protocol Television,IPTV)、智能式穿戴式设备等。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.
所述网络3可以是企业内部网(Intranet)、互联网(Internet)、全球移动通讯系统(Global S基于优先级的客户跟进stem of Mobile communication,GSM)、宽带码分多址(Wideband Code Division Multiple Access,WCDMA)、4G网络、5G网络、蓝牙(Bluetooth)、Wi-Fi等无线或有线网络。其中,所述电子装置1通过所述网络3分别与一个或多个所述终端设备2通信连接。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. The electronic device 1 is communicatively connected to one or more of the terminal devices 2 via the network 3 respectively.
参阅图2,是图1中电子装置1一可选的硬件架构的示意图,本实施例中,电子装置1可包括,但不仅限于,可通过系统总线相互通信连接的存储器11、处理器12、网络接口13。需要指出的是,图2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。FIG. 2 is a schematic diagram of an optional hardware architecture of the electronic device 1 of FIG. 1. In this embodiment, 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.
其中,所述存储器11至少包括一种类型的可读存储介质,所述可读存储介质包括闪存、硬盘、多媒体卡、卡型存储器(例如,SD或DX存储器等)、随机访问存储器(RAM)、静态随机访问存储器(SRAM)、只读存储器(ROM)、电可擦除可编程只读存储器(EEPROM)、可编程只读存储器(PROM)、磁性存储器、磁盘、光盘等。在一些实施例中,所述存储器11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。在另一些实施例中,所述存储器11也可以是所述电子装置1的外部存储设备,例如该电子装置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。当然,所述存储器11还可以既包括所述电子装置1的内部存储单元也包括其外部存储设备。本实施例中,所述存储器11通常用于存储 安装于所述电子装置1的操作系统和各类应用软件,例如所述基于优先级的客户跟进系统10的程序代码等。此外,所述存储器11还可以用于暂时地存储已经输出或者将要输出的各类数据。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. In some embodiments, 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. In other embodiments, 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. Of course, the memory 11 can also include both the internal storage unit of the electronic device 1 and its external storage device. In this embodiment, 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.
所述处理器12在一些实施例中可以是中央处理器(Central Processing Unit,CPU)、控制器、微控制器、微处理器、或其他数据处理芯片。该处理器12通常用于控制所述电子装置1的总体操作,例如执行与所述终端设备2进行数据交互或者通信相关的控制和处理等。本实施例中,所述处理器12用于运行所述存储器11中存储的程序代码或者处理数据,例如运行所述基于优先级的客户跟进系统10等。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. In this embodiment, 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.
所述网络接口13可包括无线网络接口或有线网络接口,该网络接口13通常用于在所述电子装置1与其他电子设备之间建立通信连接。本实施例中,所述网络接口13主要用于通过所述网络3将所述电子装置1与一个或多个所述终端设备2相连,在所述电子装置1与一个或多个所述终端设备2之间建立数据传输通道和通信连接。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. In this embodiment, 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.
基于优先级的客户跟进系统10包括至少一个存储在所述存储器11中的计算机可读指令,该至少一个计算机可读指令可被所述处理器12执行,以实现本申请各实施例。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.
其中,上述基于优先级的客户跟进系统10被所述处理器12执行时实现如下步骤:Wherein, the priority-based customer tracking system 10 is executed by the processor 12 to implement the following steps:
步骤S1,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。In 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.
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跟进时间点后,远程坐席根据预约跟进时间点来及时主动跟进客户。而且,随着与有意向的客户的不断沟通跟进,与该客户相关的任务状态可能会随之发生改变,如由销售前的咨询、报价,改变为销售中的发货、评价等。本实施例中,根据待跟进客户的不同阶段可大致分为三个任务状态:销售前准备状态、销售中跟踪状态、销售结束状态,且根据不同任务状态的重要性,可针对不同任务状态设置不同的权重,如可设定销售中跟踪状态的权重大于销售前准备状态的权重,销售前准备状态的权重大于销售失败状态的权重,以便于后续根据不同待跟进客户的任务状态进行区分处理。其中,销售前准备状态可包括如下状态:待系统分配名单、待首拨、未报价等状态,销售中跟踪状态可包括如下状态:已报价、待回访咨询、待跟进销售、客户主动回电话等状态,销售结束状态可包括如下状态:待门店录单、待配送、销售失败等状 态。当然,也可根据待跟进客户的每一种具体的不同任务状态详细分配对应的不同权重,在此不做限定。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 the one-time appointment follow-up time, the remote agent will promptly follow up the customer according to the appointment follow-up time. Moreover, with ongoing communication with interested customers, the status of the tasks associated with the customer may change, such as pre-sales consultations, quotations, sales to sales, evaluations, and so on. In this embodiment, according to different stages of the customer to be followed, 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. Set different weights, such as the weight of the tracking status in sales can be set to the weight of the pre-sales preparation status, the weight of the pre-sales preparation status is greater than the weight of the sales failure status, so as to distinguish according to the task status of different pending customers. deal with. The pre-sales preparation state may include the following states: a system to be assigned list, a pending call, a non-quote, etc., and the tracking status in the sales may include the following states: quoted, pending visit inquiry, pending sales, customer active call back In the other state, the sales end state may include the following states: waiting for the store to record, to be delivered, sales failure, and the like. Of course, 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.
本实施例中,获取各个待跟进客户的当前任务状态,如远程坐席与有意向的客户在最新的沟通过程中与该客户确定了下一次的预约跟进时间点且还未主动跟进客户时,远程坐席可通过点击按钮、触摸等方式发出对该待跟进客户进行状态设置的指令,则系统生成并显示针对该待跟进客户的当前任务状态设置界面,即可获取远程坐席在生成的当前任务状态设置界面上设置的该待跟进客户最新的当前任务状态,如销售前准备状态、销售中跟踪状态或销售结束状态。进一步地,生成的当前任务状态设置界面上还可记录待跟进客户的客户信息(如姓名、联系方式、住址等)、最新预约跟进时间点等信息。其中,当前任务状态设置界面可供远程坐席新增一条记录来录入新增的待跟进客户的当前任务状态、最新预约跟进时间点等信息,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跟进客户的预约跟进时间点更新为最新与待跟进客户确定的最新预约跟进时间点,将已有记录中待跟进客户的任务状态更新为最新的当前任务状态。这样,通过当前任务状态设置界面即可实时的获取到每一待跟进客户最新的当前任务状态、最新预约跟进时间点等信息。In this embodiment, 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. When 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. Further, 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.
步骤S2,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。In 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.
本实施例中,根据各个待跟进客户的当前任务状态对应的权重,以及其最新预约跟进时间点,即可确定出各个待跟进客户的跟进优先级。例如,在一种实施方式中,实时获取当前系统时间,可设定最新预约跟进时间点在当前系统时间之前的待跟进客户的优先级高于最新预约跟进时间点在当前系统时间之后的待跟进客户,以保证尽可能更多的提前与待跟进客户进行跟进沟通,以避免未在预约跟进时间点进行跟进的待跟进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。根据最新预约跟进时间点确定待跟进客户的优先级后,再结合待跟进客户的当前任务状态对应的权重,即可确定出最终待跟进客户的跟进优先级。In this embodiment, according to the weights corresponding to the current task status of each customer to be followed, and the latest scheduled follow-up time point, the follow-up priority of each pending customer can be determined. For example, in one embodiment, the current system time is obtained in real time, and 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. To be followed up by the customer, to ensure that as much as possible to follow up with the customer to be followed up in order to avoid the follow-up of the customer to follow up on the follow-up communication plan. Reduce overall customer satisfaction in remote distribution. After determining the priority of the customer to be followed according to the latest appointment follow-up time point, combined with the weight corresponding to the current task status of the customer to be followed, the follow-up priority of the final customer to be followed can be determined.
例如,可根据不同任务状态的重要性设定“售前准备状态”对应权重指标值为2,处于销售中跟踪状态的“已报价待跟进销售状态”对应权重指标值为3,处于销售结束状态的“已下单待配送状态”对应权重指标值为1,根据各个待跟进客户的当前任务状态即可得到对应的状态权重指标值。然后,根据各个待跟进客户的最新预约跟进时间点可确定一预约时间优先级数值,如若当前系统时间为10:00,若客户的最新预约跟进时间点为9:59,则设定其预约时间优先级数值为2;若客户的最新预约跟进时间点为10:01,则设定其预约时间优先级 数值为1。最后,综合每一待跟进客户对应的状态权重指标值及预约时间优先级数值,即可计算出每个待跟进客户最终的跟进优先级,例如,若一待跟进客户A为“售前准备状态”,预约跟进时间点为9:59,则可计算得到待跟进客户A的最终跟进优先级为2*2=4;若一待跟进客户B为“已下单待配送状态”,预约跟进时间点为10:01,则可计算得到待跟进客户B的最终跟进优先级为1*1=1。For example, according to the importance of different task states, 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. Then, according to the latest appointment follow-up time point of each customer to be followed, 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. Finally, by synthesizing the status weight indicator value and the reservation time priority value corresponding to each customer to be followed, the final follow-up priority of each customer to be followed can be calculated, for example, if the customer A is to be followed up, "Pre-sales preparation status", the appointment follow-up time point is 9:59, then the final follow-up priority of the customer A to be followed is calculated as 2*2=4; if the customer B is to be followed, the customer B is "ordered "To be delivered status", the scheduled follow-up time point is 10:01, then the final follow-up priority to be followed up to customer B can be calculated as 1*1=1.
步骤S3,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。In 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.
本实施例中,根据各个待跟进客户的当前任务状态对应的权重及最新预约跟进时间点确定各个待跟进客户最终的跟进优先级之后,可按照跟进优先级从高到低的顺序对各个待跟进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跟进优先级高低排序的待跟进客户依次进行客户跟进工作,以优先处理优先级高的待跟进客户。如待跟进客户A的跟进优先级为4,待跟进客户B的跟进优先级为1,则待跟进客户A的跟进优先级排序在待跟进客户B之前,工作人员如远程坐席需优先跟进待跟进客户A。In this embodiment, after determining the final follow-up priority of each to-be-customized client according to the weight corresponding to the current task status of each customer to be followed and the latest scheduled follow-up time point, 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. Into the customer. If 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.
在一种实施方式中,还可将跟进优先级排序靠前的预设数量的待跟进客户进行标记,例如,可将按跟进优先级的高低排序展示的待跟进客户中排序靠前的预设数量(如10个)待跟进客户进行加粗、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)待跟进客户即优先级较高的预设数量(如10个)待跟进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跟进客户。In an embodiment, 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. .
在另一种实施方式中,还可获取按跟进优先级的高低排序展示的待跟进客户中排序靠前的预设数量(如10个)待跟进客户的信息(如姓名、联系方式、当前业务状态等),并将预设数量(如10个)待跟进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)待跟进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跟进客户的信息,从而避免遗漏跟进优先级较高的待跟进客户。In another implementation manner, 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 (such as name, contact information) 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.
与现有技术相比,本实施例根据各个待跟进客户的不同当前任务状态设置不同的权重;获取各个待跟进客户的最新预约跟进时间点,并根据各个待跟进客户对应的权重及最新预约跟进时间点来计算确定各个待跟进客户的跟进优先级;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。由于考虑每一待跟进客户当前任务状态的重要性,以及与待跟进客户的最新预约跟进时间点,来综合计算确定出各个待跟进客户的最终跟进优 先级,能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。Compared with the prior art, 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. Into the customer. By considering the importance of each pending customer's current mission status, and the latest appointment follow-up time point to be followed up by the customer, a comprehensive calculation determines the final follow-up priority of each pending customer, enabling the staff to If the agent prioritizes the processing of customers who are more important and need to follow up the communication in the first time, improve the effectiveness and effectiveness of customer follow-up in remote service.
在一可选的实施例中,在上述实施例的基础上,所述基于优先级的客户跟进系统10被所述处理器12执行实现所述步骤S2时,具体包括:In an optional embodiment, on the basis of the foregoing embodiment, when the priority-based customer tracking system 10 is executed by the processor 12 to implement the step S2, the method specifically includes:
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.
本实施例中,实时获取当前系统时间,并在获取到每个待跟进客户的最新预约跟进时间点后,计算每个待跟进客户的最新预约跟进时间点与当前系统时间的前后时间差,如计算出待跟进客户的最新预约跟进时间点在当前系统时间之前N分钟,待跟进客户的最新预约跟进时间点在当前系统时间之后N分钟。根据计算出的每个待跟进客户的最新预约跟进时间点与当前系统时间的前后时间差,并按照预设的优先级规则来确定每个待跟进客户的预约时间优先级,即可根据各个待跟进客户对应的权重及预约时间优先级来综合确定各个待跟进客户最终的跟进优先级。In this embodiment, 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. According to the calculated time difference between the latest scheduled follow-up time point of each to-be-customized customer and the current system time, and determining the priority of each reserved time of the customer to be followed according to the preset priority rule, The weights of each customer to be followed and the priority of the appointment time are combined to determine the final follow-up priority of each customer to be followed.
例如,在一种实施方式中,经过远程服销场景中的数据统计发现,在与客户的预约跟进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。For example, in one embodiment, after statistical statistics in the remote service scene, it is found that 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.
因此,本实施例中,对每个客户的预约时间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 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:
预约时间前优先级,在预约跟进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 follow-up time point reaches the current time, and the priority is higher;
预约时间中优先级,在预约跟进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, the priority 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;
预约时间后优先级,在预约跟进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 follow-up time 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,则最新预约跟进时间点在9:59:00之前的待跟进客户为预约时间前优先级,最新预约跟进时间点在9:59至10:01之间的待跟进客户为预约时间中优先级,最新预约跟进时间点在10:01之后的待跟进客户为预约时间后优先级。For example, if the current time is 10:00, the latest appointment follow-up time is before 9:59:00, the customer to be followed is the priority before the appointment time, and 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, and the latest appointment follow-up time is after 10:01. The customer to be followed 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跟进客户中,最新预约跟进时间点与当前时间的时间差越小,该最新预约跟进时间点的待跟进客户的优先级越高,从而能更加精确地对每个待跟进客户的优先级高低进行排序。Further, among the plurality of to-be-received 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 latest reservation follow-up time point and the current time is smaller, and the latest appointment is followed. The higher the priority of the customer to be followed at the point in time, the more accurately the priority level of each customer to be followed can be sorted.
进一步地,还可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,例如,可根据不同任务状态的重要性设定“销售中跟踪状态”的优先级高于“销售前准备状态”的优先级,“销售前准备状态”的优先级高于销售失败状态的优先级。Further, the task status priority may also be determined according to the current task status of each to-be-customized client. For example, 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.
本实施例中,根据确定出的每个待跟进客户的预约时间优先级M1及根据各个待跟进客户的当前任务状态确定出的任务状态优先级M2,可综合确定出每个待跟进客户的跟进优先级M,公式如下:In this embodiment, according to the determined reservation time priority M1 of each to-be-customized client and the task status priority M2 determined according to the current task status of each to-be-customized client, each pending-to-following can be determined comprehensively. The customer's follow-up priority M, the formula is as follows:
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.
本实施例中,可预先设定不同预约时间优先级M1、任务状态优先级M2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、任务状态对最终待跟进客户的跟进优先级的影响程度。如若优先考虑跟进快到预约跟进时间点的待跟进客户,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,若优先考虑客户的当前任务状态的重要性来进行跟进,则可提高任务状态优先级M2的优先级数值及对应的权重系数b。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分别为0.65、0.35,M1为预约时间中优先级时对应的优先级数值为2.5,M1为预约时间前优先级时对应的优先级数值为2,M1为预约时间后优先级时对应的优先级数值为1.5。M2为“销售中跟踪状态”时对应的优先级数值为2,M2为“销售前准备状态”时对应的优先级数值为1.5,M2为“销售失败状态”时对应的优先级数值为1。这样,能均衡每个待跟进客户的预约跟进时间点、当前任务状态这两方面因素的影响,为每个待跟进客户计算得到最合理的跟进优先级,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 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 Follow-up, the priority value of the task state priority M2 and the corresponding weight coefficient b can be increased. After a large number of cases and experimental data, this embodiment provides an optional coefficient ratio, which can be set to be 0.65 and 0.35 respectively. When M1 is the priority in the reservation time, the corresponding priority value is 2.5, and M1 is The priority value corresponding to the priority before the reservation time is 2, and the priority value corresponding to the priority after the reservation time is M1 is 1.5. When M2 is "sales tracking status", the corresponding priority value is 2, M2 is "pre-sales preparation status", the corresponding priority value is 1.5, and when M2 is "sales failure status", the corresponding priority value is 1. In this way, the impact of each of the pending follow-up time points and the current task status of each customer to be followed can be balanced, and the most reasonable follow-up priority is calculated for each pending customer to make the staff feel like a seat. Priority is given to customers who are more important and need to communicate in the first place to improve the effectiveness and effectiveness of customer follow-up in remote service.
如图3所示,图3为本申请基于优先级的客户跟进方法一实施例 的流程示意图,该基于优先级的客户跟进方法包括以下步骤:As shown in FIG. 3, 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:
步骤S10,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。In 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.
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跟进时间点后,远程坐席根据预约跟进时间点来及时主动跟进客户。而且,随着与有意向的客户的不断沟通跟进,与该客户相关的任务状态可能会随之发生改变,如由销售前的咨询、报价,改变为销售中的发货、评价等。本实施例中,根据待跟进客户的不同阶段可大致分为三个任务状态:销售前准备状态、销售中跟踪状态、销售结束状态,且根据不同任务状态的重要性,可针对不同任务状态设置不同的权重,如可设定销售中跟踪状态的权重大于销售前准备状态的权重,销售前准备状态的权重大于销售失败状态的权重,以便于后续根据不同待跟进客户的任务状态进行区分处理。其中,销售前准备状态可包括如下状态:待系统分配名单、待首拨、未报价等状态,销售中跟踪状态可包括如下状态:已报价、待回访咨询、待跟进销售、客户主动回电话等状态,销售结束状态可包括如下状态:待门店录单、待配送、销售失败等状态。当然,也可根据待跟进客户的每一种具体的不同任务状态详细分配对应的不同权重,在此不做限定。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 the one-time appointment follow-up time, the remote agent will promptly follow up the customer according to the appointment follow-up time. Moreover, with ongoing communication with interested customers, the status of the tasks associated with the customer may change, such as pre-sales consultations, quotations, sales to sales, evaluations, and so on. In this embodiment, according to different stages of the customer to be followed, 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. Set different weights, such as the weight of the tracking status in sales can be set to the weight of the pre-sales preparation status, the weight of the pre-sales preparation status is greater than the weight of the sales failure status, so as to distinguish according to the task status of different pending customers. deal with. The pre-sales preparation state may include the following states: a system to be assigned list, a pending call, a non-quote, etc., and the tracking status in the sales may include the following states: quoted, pending visit inquiry, pending sales, customer active call back In the other state, the sales end state may include the following states: waiting for the store to record, to be delivered, sales failure, and the like. Of course, 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.
本实施例中,获取各个待跟进客户的当前任务状态,如远程坐席与有意向的客户在最新的沟通过程中与该客户确定了下一次的预约跟进时间点且还未主动跟进客户时,远程坐席可通过点击按钮、触摸等方式发出对该待跟进客户进行状态设置的指令,则系统生成并显示针对该待跟进客户的当前任务状态设置界面,即可获取远程坐席在生成的当前任务状态设置界面上设置的该待跟进客户最新的当前任务状态,如销售前准备状态、销售中跟踪状态或销售结束状态。进一步地,生成的当前任务状态设置界面上还可记录待跟进客户的客户信息(如姓名、联系方式、住址等)、最新预约跟进时间点等信息。其中,当前任务状态设置界面可供远程坐席新增一条记录来录入新增的待跟进客户的当前任务状态、最新预约跟进时间点等信息,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跟进客户的预约跟进时间点更新为最新与待跟进客户确定的最新预约跟进时间点,将已有记录中待跟进客户的任务状态更新为最新的当前任务状态。这样,通过当前任务状态设置界面即可实时的获取到每一待跟进客户最新的当前任务状态、最新预约跟进时间点等信息。In this embodiment, 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. When 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. Further, 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.
步骤S20,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。In 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.
本实施例中,根据各个待跟进客户的当前任务状态对应的权重,以及其最新预约跟进时间点,即可确定出各个待跟进客户的跟进优先级。例如,在一种实施方式中,实时获取当前系统时间,可设定最新预约跟进时间点在当前系统时间之前的待跟进客户的优先级高于最新预约跟进时间点在当前系统时间之后的待跟进客户,以保证尽可能更多的提前与待跟进客户进行跟进沟通,以避免未在预约跟进时间点进行跟进的待跟进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。根据最新预约跟进时间点确定待跟进客户的优先级后,再结合待跟进客户的当前任务状态对应的权重,即可确定出最终待跟进客户的跟进优先级。In this embodiment, according to the weights corresponding to the current task status of each customer to be followed, and the latest scheduled follow-up time point, the follow-up priority of each pending customer can be determined. For example, in one embodiment, the current system time is obtained in real time, and 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. To be followed up by the customer, to ensure that as much as possible to follow up with the customer to be followed up in order to avoid the follow-up of the customer to follow up on the follow-up communication plan. Reduce overall customer satisfaction in remote distribution. After determining the priority of the customer to be followed according to the latest appointment follow-up time point, combined with the weight corresponding to the current task status of the customer to be followed, the follow-up priority of the final customer to be followed can be determined.
例如,可根据不同任务状态的重要性设定“售前准备状态”对应权重指标值为2,处于销售中跟踪状态的“已报价待跟进销售状态”对应权重指标值为3,处于销售结束状态的“已下单待配送状态”对应权重指标值为1,根据各个待跟进客户的当前任务状态即可得到对应的状态权重指标值值。然后,根据各个待跟进客户的最新预约跟进时间点可确定一预约时间优先级数值,如若当前系统时间为10:00,若客户的最新预约跟进时间点为9:59,则设定其预约时间优先级数值为2;若客户的最新预约跟进时间点为10:01,则设定其预约时间优先级数值为1。最后,综合每一待跟进客户对应的状态权重指标值及预约时间优先级数值,即可计算出每个待跟进客户最终的跟进优先级,例如,若一待跟进客户A为“售前准备状态”,预约跟进时间点为9:59,则可计算得到待跟进客户A的最终跟进优先级为2*2=4;若一待跟进客户B为“已下单待配送状态”,预约跟进时间点为10:01,则可计算得到待跟进客户B的最终跟进优先级为1*1=1。For example, according to the importance of different task states, 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. Then, according to the latest appointment follow-up time point of each customer to be followed, 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. Finally, by synthesizing the status weight indicator value and the reservation time priority value corresponding to each customer to be followed, the final follow-up priority of each customer to be followed can be calculated, for example, if the customer A is to be followed up, "Pre-sales preparation status", the appointment follow-up time point is 9:59, then the final follow-up priority of the customer A to be followed is calculated as 2*2=4; if the customer B is to be followed, the customer B is "ordered "To be delivered status", the scheduled follow-up time point is 10:01, then the final follow-up priority to be followed up to customer B can be calculated as 1*1=1.
步骤S30,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。In 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.
本实施例中,根据各个待跟进客户的当前任务状态对应的权重及最新预约跟进时间点确定各个待跟进客户最终的跟进优先级之后,可按照跟进优先级从高到低的顺序对各个待跟进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跟进优先级高低排序的待跟进客户依次进行客户跟进工作,以优先处理优先级高的待跟进客户。如待跟进客户A的跟进优先级为4,待跟进客户B的跟进优先级为1,则待跟进客户A的跟进优先级排序在待跟进客户B之前,工作人员如远程坐席需优先跟进待跟进客户A。In this embodiment, after determining the final follow-up priority of each to-be-customized client according to the weight corresponding to the current task status of each customer to be followed and the latest scheduled follow-up time point, 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. Into the customer. If 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.
在一种实施方式中,还可将跟进优先级排序靠前的预设数量的待跟进客户进行标记,例如,可将按跟进优先级的高低排序展示的待跟进客户中排序靠前的预设数量(如10个)待跟进客户进行加粗、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)待跟进客户即优先级较高的预设数量(如10个)待跟进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跟进客户。In an embodiment, 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. .
在另一种实施方式中,还可获取按跟进优先级的高低排序展示的待跟进客户中排序靠前的预设数量(如10个)待跟进客户的信息(如姓名、联系方式、当前业务状态等),并将预设数量(如10个)待跟进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)待跟进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跟进客户的信息,从而避免遗漏跟进优先级较高的待跟进客户。In another implementation manner, 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 (such as name, contact information) 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.
与现有技术相比,本实施例根据各个待跟进客户的不同当前任务状态设置不同的权重;获取各个待跟进客户的最新预约跟进时间点,并根据各个待跟进客户对应的权重及最新预约跟进时间点来计算确定各个待跟进客户的跟进优先级;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。由于考虑每一待跟进客户当前任务状态的重要性,以及与待跟进客户的最新预约跟进时间点,来综合计算确定出各个待跟进客户的最终跟进优先级,能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。Compared with the prior art, 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. Into the customer. By considering the importance of each pending customer's current mission status, and the latest appointment follow-up time point to be followed up by the customer, a comprehensive calculation determines the final follow-up priority of each pending customer, enabling the staff to If the agent prioritizes the processing of customers who are more important and need to follow up the communication in the first time, improve the effectiveness and effectiveness of customer follow-up in remote service.
在一可选的实施例中,在上述实施例的基础上,所述步骤S20包括:In an optional embodiment, based on the foregoing embodiment, the step S20 includes:
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.
本实施例中,实时获取当前系统时间,并在获取到每个待跟进客户的最新预约跟进时间点后,计算每个待跟进客户的最新预约跟进时间点与当前系统时间的前后时间差,如计算出待跟进客户的最新预约跟进时间点在当前系统时间之前N分钟,待跟进客户的最新预约跟进时间点在当前系统时间之后N分钟。根据计算出的每个待跟进客户的最新预约跟进时间点与当前系统时间的前后时间差,并按照预设的优先级规则来确定每个待跟进客户的预约时间优先级,即可根据各 个待跟进客户对应的权重及预约时间优先级来综合确定各个待跟进客户最终的跟进优先级。In this embodiment, 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. According to the calculated time difference between the latest scheduled follow-up time point of each to-be-customized customer and the current system time, and determining the priority of each reserved time of the customer to be followed according to the preset priority rule, The weights of each customer to be followed and the priority of the appointment time are combined to determine the final follow-up priority of each customer to be followed.
例如,在一种实施方式中,经过远程服销场景中的数据统计发现,在与客户的预约跟进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。For example, in one embodiment, after statistical statistics in the remote service scene, it is found that 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.
因此,本实施例中,对每个客户的预约时间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 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:
预约时间前优先级,在预约跟进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 follow-up time point reaches the current time, and the priority is higher;
预约时间中优先级,在预约跟进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, the priority 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;
预约时间后优先级,在预约跟进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 follow-up time 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,则最新预约跟进时间点在9:59:00之前的待跟进客户为预约时间前优先级,最新预约跟进时间点在9:59至10:01之间的待跟进客户为预约时间中优先级,最新预约跟进时间点在10:01之后的待跟进客户为预约时间后优先级。For example, if the current time is 10:00, the latest appointment follow-up time is before 9:59:00, the customer to be followed is the priority before the appointment time, and 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, and the latest appointment follow-up time is after 10:01. The customer to be followed 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跟进客户中,最新预约跟进时间点与当前时间的时间差越小,该最新预约跟进时间点的待跟进客户的优先级越高,从而能更加精确地对每个待跟进客户的优先级高低进行排序。Further, among the plurality of to-be-received 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 latest reservation follow-up time point and the current time is smaller, and the latest appointment is followed. The higher the priority of the customer to be followed at the point in time, the more accurately the priority level of each customer to be followed can be sorted.
进一步地,还可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,例如,可根据不同任务状态的重要性设定“销售中跟踪状态”的优先级高于“销售前准备状态”的优先级,“销售前准备状态”的优先级高于销售失败状态的优先级。Further, the task status priority may also be determined according to the current task status of each to-be-customized client. For example, 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.
本实施例中,根据确定出的每个待跟进客户的预约时间优先级M1及根据各个待跟进客户的当前任务状态确定出的任务状态优先级M2,可综合确定出每个待跟进客户的跟进优先级M,公式如下:In this embodiment, according to the determined reservation time priority M1 of each to-be-customized client and the task status priority M2 determined according to the current task status of each to-be-customized client, each pending-to-following can be determined comprehensively. The customer's follow-up priority M, the formula is as follows:
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.
本实施例中,可预先设定不同预约时间优先级M1、任务状态优 先级M2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、任务状态对最终待跟进客户的跟进优先级的影响程度。如若优先考虑跟进快到预约跟进时间点的待跟进客户,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,若优先考虑客户的当前任务状态的重要性来进行跟进,则可提高任务状态优先级M2的优先级数值及对应的权重系数b。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分别为0.65、0.35,M1为预约时间中优先级时对应的优先级数值为2.5,M1为预约时间前优先级时对应的优先级数值为2,M1为预约时间后优先级时对应的优先级数值为1.5。M2为“销售中跟踪状态”时对应的优先级数值为2,M2为“销售前准备状态”时对应的优先级数值为1.5,M2为“销售失败状态”时对应的优先级数值为1。这样,能均衡每个待跟进客户的预约跟进时间点、当前任务状态这两方面因素的影响,为每个待跟进客户计算得到最合理的跟进优先级,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 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 Follow-up, the priority value of the task state priority M2 and the corresponding weight coefficient b can be increased. After a large number of cases and experimental data, this embodiment provides an optional coefficient ratio, which can be set to be 0.65 and 0.35 respectively. When M1 is the priority in the reservation time, the corresponding priority value is 2.5, and M1 is The priority value corresponding to the priority before the reservation time is 2, and the priority value corresponding to the priority after the reservation time is M1 is 1.5. When M2 is "sales tracking status", the corresponding priority value is 2, M2 is "pre-sales preparation status", the corresponding priority value is 1.5, and when M2 is "sales failure status", the corresponding priority value is 1. In this way, the impact of each of the pending follow-up time points and the current task status of each customer to be followed can be balanced, and the most reasonable follow-up priority is calculated for each pending customer to make the staff feel like a seat. Priority is given to customers who are more important and need to communicate in the first place to improve the effectiveness and effectiveness of customer follow-up in remote service.
此外,本申请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器执行,以使所述至少一个处理器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 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, 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.
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,本申请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)执行本申请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 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.
以上参照附图说明了本申请的优选实施例,并非因此局限本申请的权利范围。上述本申请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 application have been described above with reference to the drawings, and are not intended to limit the scope of the application. The serial numbers of the embodiments of the present application 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申请的范围和实质,可以有多种变型方案实现本申请,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。凡在运用本申请的技术构思之内所作的任何修改、等同替换和改进,均应在本申请的权利范围之内。A person skilled in the art can implement the present application in various variants without departing from the scope and spirit of the present application. For example, the features of one embodiment can be used in another embodiment to obtain another embodiment. Any modifications, equivalent substitutions and improvements made within the technical concept of the application should be within the scope of the application.

Claims (20)

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. 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.
  9. 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.
  10. 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.
  11. 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.
  12. 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.
  13. 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.
  14. 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.
  15. 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.
  16. 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.
  17. 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.
  18. 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.
  19. 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.
  20. 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.
PCT/CN2018/089726 2017-08-04 2018-06-03 Priority-based client follow-up method, electronic apparatus and readable storage medium WO2019024595A1 (en)

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