WO2019062002A1 - 业务员筛选激活方法、电子装置及计算机可读存储介质 - Google Patents

业务员筛选激活方法、电子装置及计算机可读存储介质 Download PDF

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WO2019062002A1
WO2019062002A1 PCT/CN2018/076565 CN2018076565W WO2019062002A1 WO 2019062002 A1 WO2019062002 A1 WO 2019062002A1 CN 2018076565 W CN2018076565 W CN 2018076565W WO 2019062002 A1 WO2019062002 A1 WO 2019062002A1
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salesperson
activation
threshold
module
level
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French (fr)
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王应
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Ping An Technology Shenzhen Co Ltd
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Ping An Technology Shenzhen Co Ltd
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    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063—Operations research, analysis or management
    • G06Q10/0631—Resource planning, allocation, distributing or scheduling for enterprises or organisations
    • G06Q10/06311—Scheduling, planning or task assignment for a person or group
    • G06Q10/063112—Skill-based matching of a person or a group to a task
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063—Operations research, analysis or management
    • G06Q10/0637—Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063—Operations research, analysis or management
    • G06Q10/0639—Performance analysis of employees; Performance analysis of enterprise or organisation operations
    • G06Q10/06398—Performance of employee with respect to a job function

Definitions

  • the present application relates to the field of personnel distribution, and in particular, to a salesperson screening activation method, an electronic device, and a computer readable storage medium.
  • the screening assignment of the salesperson is usually to import the telephone number and other related information from the data platform of the head office, and assign it to the corresponding agent according to the administrative area or the interest of the salesperson responsible for the salesperson. It is universal, does not reflect the real needs of the salesperson, and cannot be targeted and screened according to the business ability and business characteristics of the salesperson. It is impossible for the salesperson with higher business level to further increase the production capacity, nor can it help the general level of business. Even lower salespeople improve their business capabilities.
  • the manner in which the agent activates the salesperson is generally randomly selected from the system to randomly activate a certain number of the salespersons to be activated, and the activation is not performed according to the activated salesperson and the workload of each agent name.
  • the proportion of salespeople in certain categories that cause some agents to activate is biased, which reduces the service level of agents.
  • the present application provides a clerk screening activation method, which specifically includes the following steps:
  • Step 01 Obtain attribute information of the salesperson to be screened, where the attribute information includes a unique identification identifier and an attribute label of the salesperson to be screened.
  • Step 02 Calculate the attribute value of the corresponding salesperson according to the attribute tag of the salesperson to be screened, classify the salesperson according to the attribute value, and form a classification identifier of each salesperson, and the identification identifier and the classification identifier of the salesperson to be screened Matches the data to be activated that form the salesperson.
  • step 03 the salesperson in the activation data is allocated according to the preset allocation policy, and the assigned salesperson is activated according to the preset activation policy.
  • the present application further provides an electronic device including a memory and a processor for storing a salesperson screening activation system executable by the processor, the salesperson screening activation system comprising:
  • An acquisition module is configured to collect the attribute information of the salesperson from the salesperson database.
  • the cache module is configured to temporarily store the attribute information of the salesperson to be filtered, and send the attribute information of the salesperson to be filtered to the classification module.
  • a classification module configured to receive attribute information of the salesperson to be filtered sent by the buffer, and perform priority classification on the screening salesperson to form a classification identifier of each salesperson, where the identification identifier and the classification identifier of the to-be-screened salesperson match Forming the to-be-activated data of the salesperson, the classification module sends the to-be-activated salesperson to the processing module.
  • the processing module is configured to receive the salesperson information in the data to be activated, and activate the salesperson in the activation data according to the preset allocation policy and the activation policy.
  • the present application further provides a computer readable storage medium having stored therein a system for clerk screening activation, the screening activation system being configurable by at least one processor Execute to implement the following steps:
  • Step 01 Obtain attribute information of the salesperson to be screened, where the attribute information includes a unique identification identifier and an attribute label of the salesperson to be screened.
  • Step 02 Calculate the attribute value of the corresponding salesperson according to the attribute tag of the salesperson to be screened, classify the salesperson according to the attribute value, and form a classification identifier of each salesperson, and the identification identifier and the classification identifier of the salesperson to be screened Matches the data to be activated that form the salesperson.
  • step 03 the salesperson in the activation data is allocated according to the preset allocation policy, and the assigned salesperson is activated according to the preset activation policy.
  • Corresponding agents can improve the effective utilization of agent resources and optimize the allocation of agent resources.
  • FIG. 1 is a flow chart showing an embodiment of a method for screening a salesperson of the present application
  • FIG. 2 is a flow chart showing still another embodiment of the clerk screening activation method of the present application.
  • FIG. 3 is a schematic diagram showing a program module of an embodiment of the salesperson screening activation system of the present application.
  • FIG. 4 is a schematic diagram showing a program module of still another embodiment of the salesperson screening activation system of the present application.
  • FIG. 5 is a schematic diagram showing a program module of still another embodiment of the salesperson screening activation system of the present application.
  • FIG. 6 is a schematic diagram showing the hardware architecture of an embodiment of an electronic device of the present application.
  • the clerk screening activation method of this embodiment includes the following steps:
  • Step 01 Obtain attribute information of the salesperson to be screened, where the attribute information includes a unique identification identifier and an attribute label of the salesperson to be screened.
  • the information about the salesperson is stored in the salesperson database, and the information of the salesperson in the database is collected by the information collection module, where the attribute information includes a unique identification identifier of the salesperson and an attribute label, and the unique identification identifier may be The ID number, telephone number or service system code of the salesperson, the unique identification identifier is the identity identifier of the other salespersons of the salesperson, and the subsequent identification and allocation activation operations are based on the unique identification identifier.
  • the tag includes the salesperson's performance, business volume, and response time.
  • the attribute tag is calculated by the statistical module in the database for the performance, business volume, and response time of each salesperson in the past year.
  • the performance is the salesman for the past year.
  • the total amount of the completed policy, the amount of business is the total number of new and retained customers of the salesperson in the past year, and the response time is the time interval for the first feedback of the salesperson's traffic volume.
  • the salesperson's attribute label is The corresponding unique identification marks are matched to form the genus of the salesman. Information.
  • the attribute tag in this step reflects the business ability of each salesperson from multiple angles, calculates the comprehensive score of each salesperson by using the attribute tag as a variable, and classifies the salesperson according to the comprehensive score, so as to classify the salesperson. It can reflect its business needs and business capabilities to achieve a targeted and effective classification.
  • Step 02 Calculate the attribute value of the corresponding salesperson according to the attribute tag of the salesperson to be screened, classify the salesperson according to the attribute value, and form a classification identifier of each salesperson, and the identification identifier and the classification identifier of the salesperson to be screened Matches the data to be activated that form the salesperson.
  • the attribute value of the salesperson is a comprehensive score of the salesperson
  • the comprehensive score is used to prioritize the salesperson
  • the priority of the comprehensive score greater than the first threshold is A
  • the priority between the first threshold and the second threshold is B
  • the A, B, and C are the classification identifiers of the salesperson.
  • the first threshold is greater than the second threshold
  • the priority order is A level > B level > C level.
  • the priority classification is performed according to the comprehensive score of each salesperson, which improves the accuracy of the classification of the salesperson, and is advantageous for screening the salesperson with better business level to prioritize the activation and make it more efficient. Conduct business activities and improve business capabilities.
  • the composite score can be calculated by the following formula:
  • f(x, y, z,%) is a comprehensive scoring function for the salesman
  • N is the total number of salesmen
  • x i , y i , z i represent the salesperson's performance, business volume, and response time, respectively;
  • ⁇ x , ⁇ y , ⁇ z respectively represent the salesman's performance processing dimension, business volume processing dimension, and response time dimension;
  • k x , k y , k z respectively represent the weight coefficients of different evaluation indicators, and are usually selected according to the needs of various departments.
  • the comprehensive score of each salesperson is calculated by the salesman comprehensive scoring function, and the main factors affecting the business ability of the salesman and the influence weights of each main factor are comprehensively considered, and the comprehensive score obtained is objective and targeted. It is helpful to evaluate the business ability of the salesman and provide the basis for the subsequent business work expansion.
  • the first threshold and the second threshold may be determined by collecting a distribution trend graph of the comprehensive score of the salesperson to be screened, wherein the proportion of the A-level salespersons according to the first threshold and the second threshold is not higher than 20%, the proportion of B-level salesmen is not less than 50%.
  • step 03 the salesperson in the activation data is allocated according to the preset allocation policy, and the assigned salesperson is activated according to the preset activation policy.
  • the allocation policy includes selecting a predetermined number of salesperson data from the data to be activated for distribution processing according to a predetermined time interval, wherein a proportion of the salespersons of the A-level among the predetermined number of salespersons is not lower than a third threshold.
  • the proportion of C-level clerk is not lower than the fourth threshold.
  • the activation policy includes setting the priority order of activation according to the activated salesperson priority ratio. For example, the active agent with a higher proportion of the A-level salesperson can select the activation order of B>A>C or B>C>A.
  • the number of daily activations and the start time of activation are selected according to the existing task amount.
  • the predetermined time interval is adjusted according to a time interval between actual data allocation and activation, such as a time interval between actual data allocation and activation, and the predetermined time interval may be T+30s, the predetermined number may be selected according to a ratio of 20%-30% of the amount of data to be activated.
  • the third threshold ranges from 10-20%, preferably the third threshold is 15%, the fourth threshold ranges from 20-30%, preferably the fourth threshold is 25%.
  • the allocating policy further includes allocating a predetermined number of salespersons to the high-priority agents, the priority of the agents is divided according to the proportion of the activated salespersons in the name and the idle time, and is activated.
  • the proportion of the salesperson is above a predetermined threshold and the ratio of the seat idle time is below a predetermined threshold, the agent is a high priority, and the predetermined number of salespersons are preferentially assigned to the high priority agent.
  • the proportion of activated agents in the agent name is higher than 80% and the proportion of agent idle time is less than 30% is a high priority agent.
  • FIG. 2 another embodiment of the clerk screening activation method is shown.
  • the clerk in the database is divided into two categories according to whether or not to actively initiate the consultation, and the clerk to be activated in the database is divided into two categories.
  • the salesperson who actively consults the line performs the filtering activation as follows:
  • S01 Obtain attribute information of the salesperson to be screened, where the attribute information includes a unique identification identifier and an attribute value of the salesperson to be screened.
  • the unique identification identifier of the to-be-screened salesperson is the same as that described in the first embodiment, and is not described here.
  • the attribute value is obtained automatically according to the content of the service provider's active incoming consultation, such as the salesman consulting. When the content involves a certain target customer and the time for making an appointment for the next communication, the value of the attribute of the salesperson is higher.
  • S02 classify the salesperson according to the attribute value, and select the key salesperson.
  • the salesperson is classified according to the attribute value, and the key salespersons are selected, including setting a star tag for each salesperson.
  • the star tag is a classification identifier, including a 1-5 star tag, 3-5 stars.
  • the tag is a key salesperson.
  • the key salesperson also has a target customer quantity tag and a customer rating tag.
  • the target customer quantity tag is the number of target customers determined by the system according to the consulting content of the incoming line consulting salesperson.
  • the label is the overall satisfaction rating given by the salesperson's previous customers.
  • the system activates the key salesperson at intervals and assigns the activated salesperson to the agent.
  • the system preferentially activates the salesperson with the 3-5 star tag.
  • the salesperson's active incoming consultation includes telephone incoming line, multimedia IM incoming line, APP reservation, salesman via telephone incoming line and multimedia IM incoming line.
  • the agent sets the label according to the content of the consultation, and makes an appointment through the APP.
  • the system automatically activates the salesperson as long as the appointment is made through the APP.
  • the salesperson to be screened in the database performs primary screening according to whether the active incoming line consultation is performed, thereby filtering out the salesperson with a higher attribute value, and the salesman of the type
  • the probability of being a key salesperson is relatively high.
  • the selection of key salespersons from the more probable salesmen is beneficial to alleviate the excessive number of active salesmen to be screened in the first example.
  • the salesman passes the salesman. Active in-line consultation, the agent can better understand the current business situation of the salesman and determine whether it belongs to the key salesperson category according to the content of the consultation, simplify the subsequent screening activation process, and improve the efficiency of salesman screening.
  • the salesperson screening activation system is divided into one or more program modules, and one or more program modules are stored in a storage medium, and Executed by one or more processors to complete the application.
  • the program module referred to in the present application refers to a series of computer program instruction segments capable of performing a specific function, and is more suitable than the program itself to describe the execution process of the salesperson screening activation system in the storage medium. The following description will specifically describe the procedures of the embodiment. Module features:
  • the collection module 201 is configured to collect attribute information of the salesperson to be filtered from the salesperson database, including basic information of the salesperson and service information, and send the collected information to the cache module 202.
  • the cache module 202 is configured to temporarily store the attribute information of the salesperson to be filtered, and send the attribute information of the salesperson to be filtered to the classification module 203.
  • the cache module is configured to store attribute information of the salesperson collected by the information collection module 201 from the salesperson database, and send the attribute information to the classification module 203.
  • the classification module 203 is configured to receive the attribute information of the salesperson to be filtered sent by the cache module 202, and perform priority classification on the screening salesperson to form a classification identifier of each salesperson, and the identification identifier and classification of the salesperson to be screened The identification matches the data to be activated that forms the salesperson, and the classification module sends the to-be-activated salesperson to the processing module 204.
  • the classification module includes a calculation sub-module 2031 and a classification sub-module 2032, wherein the calculation sub-module 2031 is configured to calculate an attribute value according to a salesperson's attribute tag, and the classification sub-module 2032 is configured to The salesperson is prioritized according to the attribute value.
  • the calculation sub-module 2031 pre-stores a plurality of calculation formulas, and selects a corresponding calculation formula according to the actual calculation variables, and outputs the calculation result to the classification sub-module 2032, and the classification sub-module 2032 is provided with a plurality of classification strategies. Prioritize salespeople by selecting the appropriate classification strategy.
  • the processing module 204 is configured to receive the clerk information in the data to be activated, and activate the clerk in the activation data according to the preset allocation policy and the activation policy.
  • the processing module includes an allocation sub-module 2041 and an activation sub-module 2042
  • the distribution sub-module 2041 is configured to allocate a salesperson in the data to be activated to the agent, and the activation sub-module 2042 uses Activate the assigned salesperson.
  • the distribution sub-module 2041 is provided with a preset allocation policy. After the salesperson in the to-be-activated data is sent to the distribution sub-module 2041, the system automatically allocates the partial data according to the preset allocation policy, and The distribution result is sent to the activation sub-module 2042. After receiving the distribution data, the activation sub-module 2042 automatically activates the corresponding salesperson according to the preset activation policy, and sends the activated salesperson information to the agent call-out module to be called out. .
  • the embodiment provides an electronic device. It is a schematic diagram of the hardware architecture of an embodiment of the electronic device of the present application.
  • the electronic device 2 is an apparatus capable of automatically performing numerical calculation and/or information processing in accordance with an instruction set or stored in advance.
  • it can be a smartphone, a tablet, a laptop, a desktop computer, a rack server, a blade server, a tower server, or a rack server (including a stand-alone server, or a server cluster composed of multiple servers).
  • the electronic device 2 includes at least, but not limited to, a memory 21, a processor 22, a network interface 23, and a system 20 that implements clerk screening activation via a system bus. among them:
  • the memory 21 includes at least one type of computer readable storage medium including a flash memory, a hard disk, a multimedia card, a card type memory (eg, SD or DX memory, etc.), 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 21 may be an internal storage module of the electronic device 2, such as a hard disk or a memory of the electronic device 2.
  • the memory 21 may also be an external storage device of the electronic device 2, such as a plug-in hard disk equipped on the electronic device 2, a smart memory card (SMC), and a secure digital device. (Secure Digital, SD) card, flash card, etc.
  • the memory 21 can also include both the internal storage module of the electronic device 2 and its external storage device.
  • the memory 21 is generally used to store an operating system installed in the electronic device 2 and various types of application software, such as program codes of the salesperson screening activation system 20. Further, the memory 21 can also be used to temporarily store various types of data that have been output or are to be output.
  • the processor 22 may be a Central Processing Unit (CPU), controller, microcontroller, microprocessor, or other data processing chip in some embodiments.
  • the processor 22 is typically used to control the overall operation of the electronic device 2, such as performing control and processing associated with data interaction or communication with the electronic device 2.
  • the processor 22 is configured to run program code or process data stored in the memory 21, such as the system 20 for running the clerk screening activation.
  • the network interface 23 may comprise a wireless network interface or a wired network interface, which is typically used to establish a communication connection between the electronic device 2 and other electronic devices.
  • the network interface 23 is configured to connect the electronic device 2 to an external terminal through a network, establish a data transmission channel, a communication connection, and the like between the electronic device 2 and an external terminal.
  • the network may be an intranet, an Internet, a Global System of Mobile communication (GSM), a Wideband Code Division Multiple Access (WCDMA), a 4G network, or a 5G network.
  • Wireless or wired networks such as network, Bluetooth, Wi-Fi, etc.
  • Figure 6 shows only the electronic device with components 21-23, but it should be understood that not all illustrated components may be implemented and that more or fewer components may be implemented instead.
  • the clerk screening activated system 20 stored in the memory 21 may also be divided into one or more program modules, the one or more program modules being stored in the memory 21, and One or more processors (this embodiment is processor 22) are executed to complete the application.
  • FIG. 3 shows a schematic diagram of the program module of the first embodiment of the system 20 for implementing the clerk screening activation.
  • the system 20 based on the clerk screening activation may be divided into the collection module 201 and the cache.
  • the program module referred to in the present application refers to a series of computer program instruction segments capable of performing a specific function, and is more suitable than the program to describe the execution process of the system 20 for the salesperson screening activation in the electronic device 2.
  • the specific functions of the program modules 201-204 are described in detail in the third embodiment, and details are not described herein again.
  • the embodiment provides a computer readable storage medium having stored thereon the clerk screening activation system 20, the clerk screening activation system 20 being implemented by one or more processors to implement the above services
  • the player screens the method of activation or the operation of the electronic device.

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Abstract

本申请公开了一种业务员筛选激活方法，包括如下步骤：步骤01，获取待筛选业务员的属性信息，所述属性信息包括待筛选业务员的唯一识别标识和属性标签；步骤02，根据待筛选业务员的属性标签计算相应业务员的属性值，根据属性值对业务员进行分类，并形成每个业务员的分类标识，所述待筛选业务员的识别标识和分类标识匹配形成业务员的待激活数据；步骤03，按照预设的分配策略对待激活数据中的业务员进行分配，按预设的激活策略对分配后的业务员进行激活。本方法提高业务员筛选分配的针对性，从而筛选出需要重点关注的业务员，实现坐席资源的优化配置。

Description

业务员筛选激活方法、电子装置及计算机可读存储介质
本申请申明享有2017年9月28日递交的申请号为CN2017109030345、名称为“业务员筛选激活方法、电子装置及计算机可读存储介质”的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。
技术领域
本申请涉及一种人员分配领域，特别涉及一种业务员筛选激活方法、电子装置及计算机可读存储介质。
背景技术
在互联网时代，新的产品层出不穷，产品的生命周期越来越短，为了在较短的产品生命周期中降低经营成本、提升业务员的价值以及挖掘业务员的业务潜力，需要根据已有的业务员信息对业务员进行筛选分配，将各个类别的业务员分配至相应的坐席名下进行业务指导和拓展。
现有技术中业务员的筛选分配通常是从总公司的数据平台导入电话号码以及其它相关信息，并根据业务员所负责的行政区域或业务员的兴趣爱好分配至相应的坐席，此种分配方式具有普遍性，不能反映业务员的真正需求，也不能根据业务员自身的业务能力以及业务特点有针对性的筛选分配，无法使业务水平较高的业务员进一步提升产能，也无法帮助业务水平一般甚至较低的业务员提高业务能力。另外，现有技术中坐席激活业务员的方式一般是从系统中随机抽取一定数量的待激活的业务员进行随机激活，没有根据每个坐席名下已激活业务员以及工作量进行选取激活，易导致某些坐席激活的某些类别的业务员比例偏差较大，从而降低坐席的服务水平。
需要说明的是，上述背景技术部分公开的信息仅用于加强对本公开的背 景的理解，因此可以包括不构成对本领域普通技术人员已知的现有技术的信息。
发明内容
为了解决上述问题，本申请提供一种业务员筛选激活方法，具体包括如下步骤：
步骤01，获取待筛选业务员的属性信息，所述属性信息包括待筛选业务员的唯一识别标识和属性标签。
步骤02，根据待筛选业务员的属性标签计算相应业务员的属性值，根据属性值对业务员进行分类，并形成每个业务员的分类标识，所述待筛选业务员的识别标识和分类标识匹配形成业务员的待激活数据。
步骤03，按照预设的分配策略对待激活数据中的业务员进行分配，按预设的激活策略对分配后的业务员进行激活。
为了实现上述目的，本申请还提供一种电子装置，包括存储器和处理器，所述存储器用于存储可被所述处理器执行的业务员筛选激活系统，所述业务员筛选激活系统包括：
采集模块，用于从业务员数据库中采集业务员的属性信息。
缓存模块，用于临时存储待筛选业务员的属性信息，并将待筛选业务员的属性信息发送至分类模块。
分类模块，用于接收缓存器发送的待筛选业务员的属性信息，并对待筛选业务员进行优先级分类，形成每个业务员的分类标识，所述待筛选业务员的识别标识和分类标识匹配形成业务员的待激活数据，所述分类模块将所述待激活业务员发送至处理模块。
处理模块，用于接收待激活数据中的业务员信息，并按照预设的分配策 略和激活策略对待激活数据中的业务员进行激活。
本申请本申请为了实现上述目的，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内存储有业务员筛选激活的系统，所述筛选激活系统可被至少一个处理器所执行，以实现如下步骤：
步骤01，获取待筛选业务员的属性信息，所述属性信息包括待筛选业务员的唯一识别标识和属性标签。
步骤02，根据待筛选业务员的属性标签计算相应业务员的属性值，根据属性值对业务员进行分类，并形成每个业务员的分类标识，所述待筛选业务员的识别标识和分类标识匹配形成业务员的待激活数据。
步骤03，按照预设的分配策略对待激活数据中的业务员进行分配，按预设的激活策略对分配后的业务员进行激活。
本申请所能达到的技术效果如下：
根据业务员的业绩、业务量以及响应时间计算业务员的综合评分，并根据该综合评分的范围对业务员进行优先级分类，筛选出高优先级的业务员，并进行有针对性的分配和激活，有利于进一步提升高优先级业务员的价值以及挖掘不同优先级业务员的业务潜力，另外，通过一定的分配策略和激活策略有利于将不同优先级的业务员更有针对性的分配至相应的坐席，提高坐席资源的有效利用率，实现坐席资源的优化配置。
附图说明
为了更清楚地说明本申请实施例或现有技术中的技术方案，下面将对实施例或现有技术描述中所需要使用的附图作简单地介绍，显而易见地，下面描述中的附图仅仅是本申请的一些实施例，对于本领域普通技术人员来讲，在不付出创造性劳动的前提下，还可以根据这些附图获得其他的附图。
图1示出了本申请业务员筛选激活方法一实施例的流程图；
图2示出了本申请业务员筛选激活方法又一实施例的流程图；
图3示出了本申请业务员筛选激活系统一实施例的程序模块示意图；
图4示出了本申请业务员筛选激活系统又一实施例的程序模块示意图；
图5示出了本申请业务员筛选激活系统又一实施例的程序模块示意图；
图6示出了本申请电子装置一实施例的硬件架构示意图。
具体实施方式
下面结合附图对本申请的优选实施例进行详细阐述，以使本申请的优点和特征能更易于被本领域技术人员理解，从而对本申请的保护范围做出更为清楚明确的界定。
实施例一
请参阅图1，本实施例的业务员筛选激活方法包括以下步骤：
步骤01，获取待筛选业务员的属性信息，所述属性信息包括待筛选业务员的唯一识别标识和属性标签。
其中，业务员的相关信息被存储在业务员数据库中，通过信息采集模块采集数据库中的业务员属性信息，所述属性信息包括业务员的唯一识别标识和属性标签，所述唯一识别标识可以为业务员的身份证号、电话号码或业务系统编码，该唯一识别标识为所属业务员区别其它业务员的身份标识，后续的筛选、分配激活操作中均以该唯一识别标识作为基础，所述属性标签包括业务员的业绩、业务量以及响应时间，该属性标签通过数据库中的统计模块对每个业务员过去一年内的业绩、业务量以及响应时间统计计算得到，其中业绩为业务员过去一年所完成的保单总额，业务量为业务员过去一年的新增及保有的客户总量，响应时间为业务员针对派发的业务量第一次反馈的时间间隔，所述业务员的属性标签与其相应的唯一识别标识相匹配，共同构成了业务员的属性信息。
该步骤中的属性标签从多个角度体现每个业务员的业务能力，以该属 性标签作为变量计算每个业务员的综合评分，并根据该综合评分对业务员进行分类，使业务员的分类能够体现其业务需求以及业务能力，达到有针对性、有效的分类。
步骤02，根据待筛选业务员的属性标签计算相应业务员的属性值，根据属性值对业务员进行分类，并形成每个业务员的分类标识，所述待筛选业务员的识别标识和分类标识匹配形成业务员的待激活数据。
在一个较佳实施例中，所述业务员的属性值为业务员的综合评分，所述综合评分用于对业务员进行优先级分类，综合评分大于第一阈值的优先级为A级，综合评分介于第一阈值与第二阈值之间的优先级为B级，综合评分小于第二阈值的优先级为C级，所述A级、B级、C级为业务员的分类标识，所述第一阈值大于第二阈值，所述优先级高低顺序为A级＞B级＞C级。
在该实施例中，根据每个业务员的综合评分进行优先级分类，提高了对业务员分类的准确性，有利于筛选出业务水平较好的业务员优先分配激活，使其更有效率的开展业务活动、提高业务能力。
在一个较佳实施例中，所述综合评分可通过如下公式计得到：
Figure PCTCN2018076565-appb-000001
其中，
Figure PCTCN2018076565-appb-000002
f(x，y，z，...)为业务员综合评分函数；
N为业务员总人数；
x i，y i，z i分别代表业务员业绩、业务量、响应时间；
Figure PCTCN2018076565-appb-000003
分别代表业务员业绩平均值、业务量平均值、响应时间平均值；
Δ x，Δ y，Δ z分别代表业务员业绩处理量纲、业务量处理量纲、响应时间量纲；
k x，k y，k z分别代表不同考核指标权重系数，通常根据各部门需求进行选择。
在该实施例中，通过业务员综合评分函数计算每个业务员的综合评分，综合考虑了影响业务员业务能力的主要因素以及各个主要因素的影响权重，得到的综合评分具有客观性和针对性，有利于评价业务员的业务能力，并为后续的业务工作的拓展提供基础。
该实施例中，第一阈值、第二阈值可通过统计待筛选业务员的综合评分的分布趋势图进行确定，其中根据该第一阈值、第二阈值划分的A级业务员的比例不高于20％，B级业务员的比例不低于50％。
步骤03，按照预设的分配策略对待激活数据中的业务员进行分配，按预设的激活策略对分配后的业务员进行激活。
其中，所述分配策略包括按照预定的时间间隔从待激活数据中选取预定数量的业务员数据进行分配处理，其中所述预定数量的业务员中A级的业务员比例不低于第三阈值，C级的业务员比例不低于第四阈值。激活策略包括根据已激活的业务员优先级比例设定激活的优先级顺序，如已激活的A级业务员比例较高的坐席可选择B＞A＞C或B＞C＞A的激活顺序，并根据现有的任务量选择日激活数量以及激活的起始时间。
在一个较佳实施例中，所述预定的时间间隔根据实际数据分配到激活之间的时间间隔进行调整，如实际数据分配到激活之间的时间间隔为Ts，所述预定的时间间隔可为T+30s，所述预定数量可按照待激活数据量的20％-30％的比例进行选取。
在一个较佳实施例中，所述第三阈值的范围为10-20％，优选第三阈值 为15％，所述第四阈值的范围为20-30％，优选第四阈值为25％。
在一个较佳实施例中，所述分配策略还包括将预定数量的业务员分配至高优先级的坐席，所述坐席的优先级按其名下已激活业务员的比例以及空闲时间划分，已激活的业务员的比例高于预定阈值且坐席空闲时间比例低于预定阈值时，所述坐席为高优先级，优先将所述预定数量的业务员分配至所述高优先级坐席。
在一个较佳实施例中，所述坐席名下已激活业务员的比例高于80％且坐席空闲时间比例低于30％的为高优先级坐席。
实施例二
参阅图2，示出了业务员筛选激活方法的另一实施方式，对数据库中的业务员按照是否主动进线咨询，将数据库中待激活的业务员分为两类，其中未主动进线咨询的按实施例一所述的筛选激活方法进行处理，主动进线咨询的业务员按如下步骤进行筛选激活：
S01，获取待筛选业务员的属性信息，所述属性信息包括待筛选业务员的唯一识别标识和属性值。
其中，待筛选业务员的唯一识别标识同实施例一中所述，在此不再赘述，所述属性值为系统根据业务员主动进线咨询的内容进行自动评分得到的，如业务员咨询的内容涉及有确定的目标客户、预约下次沟通的时间，则该类业务员的属性值较高。
S02，根据属性值对业务员进行分类，筛选出重点业务员。
其中，根据属性值对业务员进行分类，筛选出重点业务员，具体包括对每个业务员设定星级标签，该星级标签为分类标识，包括1-5星级标签，3-5星标签为重点业务员，除了星级标签外，重点业务员还设有目标客户量标签 和客户评分标签，目标客户量标签为系统根据进线咨询业务员的咨询内容确定的目标客户数目，客户评分标签为该业务员以往客户给出的综合满意度评分。
S03，对筛选出的重点业务员进行分配并激活。
系统间隔一定时间激活该重点业务员，并将已激活的业务员分配到坐席，系统优先激活具有3-5星标签的业务员。
其中业务员主动进线咨询包括通过电话进线、多媒体IM进线、APP预约，通过电话进线和多媒体IM进线的业务员由坐席根据咨询的内容给其设定标签，通过APP预约进线咨询，只要通过APP预约，系统自动激活该业务员。
在该实施例中，在对业务员根据属性值进行分类前，对数据库中待筛选的业务员根据是否主动进线咨询进行初级筛选，从而筛选出属性值较高的业务员，该类业务员属于重点业务员的概率较高，从概率较高的业务员中筛选重点业务员一方面有利于缓解实施例一中待筛选激活业务员的数量过大，另一方面，因为业务员通过业务员的主动进线咨询，坐席能够更好的了解业务员目前的业务情况并根据所咨询的内容确定是否属于重点业务员范畴，简化了后续的筛选激活流程，提高业务员筛选的效率。
实施例三
参阅图3，示出了一种业务员筛选激活系统，在本实施例中，业务员筛选激活系统被分割成一个或多个程序模块，一个或者多个程序模块被存储于存储介质中，并由一个或多个处理器所执行，以完成本申请。本申请所称的程序模块是指能够完成特定功能的一系列计算机程序指令段，比程序本身更适合描述业务员筛选激活系统在存储介质中的执行过程，以下描述将具体介 绍本实施例各程序模块的功能：
采集模块201，用于从业务员数据库中采集待筛选业务员的属性信息，包括业务员的基本信息以及业务信息，并将采集到的信息发送至缓存模块202。
缓存模块202，用于临时存储待筛选业务员的属性信息，并将待筛选业务员的属性信息发送至分类模块203。所述缓存模块用于存储信息采集模块201从业务员数据库中采集到的业务员的属性信息，并将该属性信息发送至分类模块203。
分类模块203，用于接收缓存模块202发送的待筛选业务员的属性信息，并对待筛选业务员进行优先级分类，形成每个业务员的分类标识，所述待筛选业务员的识别标识和分类标识匹配形成业务员的待激活数据，所述分类模块将所述待激活业务员发送至处理模块204。
在一个较佳实施例中，所述分类模块包括计算子模块2031和分类子模块2032，所述计算子模块2031用于根据业务员的属性标签计算其属性值，所述分类子模块2032用于根据属性值对业务员进行优先级分类。所述计算子模块2031预先存储有多个计算公式，并根据实际的计算变量选择对应的计算公式，并将计算结果输出至分类子模块2032，所述分类子模块2032设有多个分类策略，通过选择相应的分类策略对业务员进行优先级分类。
处理模块204，用于接收待激活数据中的业务员信息，并按照预设的分配策略和激活策略对待激活数据中的业务员进行激活。
在一个较佳实施例中，所述处理模块包括分配子模块2041和激活子模块2042，所述分配子模块2041用于将待激活数据中的业务员分配至坐席，所述激活子模块2042用于对经过分配的业务员进行激活。所述分配子模块2041中设有预设的分配策略，所述待激活数据中的业务员被发送至分配子模 块2041后，系统自动根据预设的分配策略对该部分数据进行分配，并将分配结果发送至激活子模块2042，激活子模块2042接收到分配数据后自动根据预设的激活策略对相应的业务员进行激活处理，并将激活的业务员信息发送至坐席呼出模块，待坐席呼出。
实施例四
参阅图6所示，本实施例提供一种电子装置。是本申请电子装置一实施例的硬件架构示意图。本实施例中，所述电子装置2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。例如，可以是智能手机、平板电脑、笔记本电脑、台式计算机、机架式服务器、刀片式服务器、塔式服务器或机柜式服务器(包括独立的服务器，或者多个服务器所组成的服务器集群)等。如图所示，所述电子装置2至少包括，但不限于，可通过系统总线相互通信连接存储器21、处理器22、网络接口23、以及实现业务员筛选激活的系统20。其中：
所述存储器21至少包括一种类型的计算机可读存储介质，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21可以是所述电子装置2的内部存储模块，例如该电子装置2的硬盘或内存。在另一些实施例中，所述存储器21也可以是所述电子装置2的外部存储设备，例如该电子装置2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21还可以既包括所述电子装置2的内部存储模块也包括其外部 存储设备。本实施例中，所述存储器21通常用于存储安装于所述电子装置2的操作系统和各类应用软件，例如所述业务员筛选激活系统20的程序代码等。此外，所述存储器21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。
所述处理器22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22通常用于控制所述电子装置2的总体操作，例如执行与所述电子装置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22用于运行所述存储器21中存储的程序代码或者处理数据，例如运行所述的业务员筛选激活的系统20等。
所述网络接口23可包括无线网络接口或有线网络接口，该网络接口23通常用于在所述电子装置2与其他电子装置之间建立通信连接。例如，所述网络接口23用于通过网络将所述电子装置2与外部终端相连，在所述电子装置2与外部终端之间的建立数据传输通道和通信连接等。所述网络可以是企业内部网(Intranet)、互联网(Internet)、全球移动通讯系统(Global System 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。
需要指出的是，图6仅示出了具有部件21-23的电子装置，但是应理解的是，并不要求实施所有示出的部件，可以替代的实施更多或者更少的部件。
在本实施例中，存储于存储器21中的所述业务员筛选激活的系统20还可以被分割为一个或者多个程序模块，所述一个或者多个程序模块被存储于存储器21中，并由一个或多个处理器(本实施例为处理器22)所执行，以完成本申请。
例如，图3示出了所述实现业务员筛选激活的系统20第一实施例的程序模块示意图，该实施例中，所述基于业务员筛选激活的系统20可以被划分为采集模块201、缓存模块202、分类模块203以及处理模块204。其中，本申请所称的程序模块是指能够完成特定功能的一系列计算机程序指令段，比程序更适合于描述所述业务员筛选激活的系统20在所述电子装置2中的执行过程。所述程序模块201-204的具体功能在实施例三中已有详细描述，在此不再赘述。
实施例五
本实施例提供一种计算机可读存储介质，该计算机可读存储介质上存储有所述业务员筛选激活的系统20，该业务员筛选激活系统20被一个或多个处理器执行时实现上述业务员筛选激活的方法或电子装置的操作。
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，但很多情况下前者是更佳的实施方式。
不局限于此，任何不经过创造性劳动想到的变化或替换，都应涵盖在本申请的保护范围之内。因此，本申请的保护范围应该以权利要求书所限定的保护范围为准。

Claims (15)

  1. 一种业务员筛选激活方法，其特征在于，包括：
    步骤01，获取待筛选业务员的属性信息，所述属性信息包括待筛选业务员的唯一识别标识和属性标签；
    步骤02，根据待筛选业务员的属性标签计算相应业务员的属性值，根据属性值对业务员进行分类，并形成每个业务员的分类标识，所述待筛选业务员的识别标识和分类标识匹配形成业务员的待激活数据；
    步骤03，按照预设的分配策略对待激活数据中的业务员进行分配，按预设的激活策略对分配后的业务员进行激活。
  2. 根据权利要求1所述的业务员筛选激活方法，其特征在于，步骤02中的所述属性值为业务员的综合评分，根据待筛选业务员的综合评分对业务员进行优先级分类，其中，综合评分大于第一阈值的优先级为A级，综合评分介于第一阈值与第二阈值之间的优先级为B级，综合评分小于第二阈值的优先级为C级，所述A级、B级、C级为业务员的分类标识，所述第一阈值大于第二阈值，所述优先级高低顺序为A级＞B级＞C级。
  3. 根据权利要求2所述的业务员筛选激活方法，其特征在于，步骤01中的属性标签包括业务员的业绩、业务量以及响应时间，所述综合评分基于所述属性标签计算得到，具体的计算公式为：
    Figure PCTCN2018076565-appb-100001
    其中，
    Figure PCTCN2018076565-appb-100002
    f(x，y，z，...)为业务员综合评分函数；
    N为业务员总人数；
    x i，y i，z i分别代表业务员业绩、业务量、响应时间；
    Figure PCTCN2018076565-appb-100003
    分别代表业务员业绩平均值、业务量平均值、响应时间平均值；
    Δ x，Δ y，Δ z分别代表业务员业绩处理量纲、业务量处理量纲、响应时间量纲；
    k x，k y，k z分别代表不同考核指标权重系数，通常根据各部门需求进行选择。
  4. 根据权利要求1所述的业务员筛选激活方法，其特征在于，步骤03中的分配策略包括按照预定的时间间隔从待激活数据中选取预定数量的业务员数据进行分配处理，其中所述预定数量的业务员中A级的业务员比例不低于第三阈值，C级的业务员比例不低于第四阈值。
  5. 根据权利要求4所述的业务员筛选激活方法，其特征在于，步骤03中的分配策略还包括将预定数量的业务员分配至高优先级的坐席，所述坐席的优先级按其名下已激活业务员的比例以及空闲时间划分，已激活的业务员的比例高于预定阈值且坐席空闲时间比例低于预定阈值时，所述坐席为高优先级，优先将所述预定数量的业务员分配至所述高优先级坐席。
  6. 根据权利要求1所述的业务员筛选激活方法，其特征在于，步骤03中的激活策略包括根据已激活的业务员优先级比例设定激活的优先级顺序，并根据现有的任务量选择日激活数量以及激活的起始时间。
  7. 一种电子装置，包括存储器和处理器，其特征在于，所述存储器用于存储可被所述处理器执行的业务员筛选激活系统，所述业务员筛选激活系统包括：
    采集模块，用于从业务员数据库中采集业务员的属性信息；
    缓存模块，用于临时存储待筛选业务员的属性信息，并将待筛选业务员的属性信息发送至分类模块；
    分类模块，用于接收缓存器发送的待筛选业务员的属性信息，并对待筛选业务员进行优先级分类，形成每个业务员的分类标识，所述待筛选业务员的识别标识和分类标识匹配形成业务员的待激活数据，所述分类模块将所述待激活业务员发送至处理模块；
    处理模块，用于接收待激活数据中的业务员信息，并按照预设的分配策略和激活策略对待激活数据中的业务员进行激活。
  8. 根据权利要求7所述的电子装置，其特征在于，所述分类模块包括计算子模块和分类子模块，所述计算子模块用于根据业务员的属性标签计算其属性值，所述分类子模块用于根据属性值对业务员进行优先级分类。
  9. 根据权利要求7所述的电子装置，其特征在于，所述处理模块包括分配子模块和激活子模块，所述分配子模块用于将待激活数据中的业务员分配至坐席，所述激活子模块用于对经过分配的业务员进行激活。
  10. 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内存储有业务员筛选激活的系统，所述筛选激活系统可被至少一个处理器所执行，以实现如下步骤：
    步骤01，获取待筛选业务员的属性信息，所述属性信息包括待筛选业务员的唯一识别标识和属性标签；
    步骤02，根据待筛选业务员的属性标签计算相应业务员的属性值，根据属性值对业务员进行分类，并形成每个业务员的分类标识，所述待筛选业务员的识别标识和分类标识匹配形成业务员的待激活数据；
    步骤03，按照预设的分配策略对待激活数据中的业务员进行分配，按预设的激活策略对分配后的业务员进行激活。
  11. 根据权利要求10所述的计算机可读存储介质，其特征在于，步骤02中的所述属性值为业务员的综合评分，根据待筛选业务员的综合评分对业 务员进行优先级分类，其中，综合评分大于第一阈值的优先级为A级，综合评分介于第一阈值与第二阈值之间的优先级为B级，综合评分小于第二阈值的优先级为C级，所述A级、B级、C级为业务员的分类标识，所述第一阈值大于第二阈值，所述优先级高低顺序为A级＞B级＞C级。
  12. 根据权利要求11所述的计算机可读存储介质，其特征在于，步骤01中的属性标签包括业务员的业绩、业务量以及响应时间，所述综合评分基于所述属性标签计算得到，具体的计算公式为：
    Figure PCTCN2018076565-appb-100004
    其中，
    Figure PCTCN2018076565-appb-100005
    f(x，y，z，...)为业务员综合评分函数；
    N为业务员总人数；
    x i，y i，z i分别代表业务员业绩、业务量、响应时间；
    Figure PCTCN2018076565-appb-100006
    分别代表业务员业绩平均值、业务量平均值、响应时间平均值；
    Δ x，Δ y，Δ z分别代表业务员业绩处理量纲、业务量处理量纲、响应时间量纲；
    k x，k y，k z分别代表不同考核指标权重系数，通常根据各部门需求进行选择。
  13. 根据权利要求10所述的计算机可读存储介质，其特征在于，步骤03中的分配策略包括按照预定的时间间隔从待激活数据中选取预定数量的业务员数据进行分配处理，其中所述预定数量的业务员中A级的业务员比例不低于第三阈值，C级的业务员比例不低于第四阈值。
  14. 根据权利要求13所述的计算机可读存储介质，其特征在于，步骤 03中的分配策略还包括将预定数量的业务员分配至高优先级的坐席，所述坐席的优先级按其名下已激活业务员的比例以及空闲时间划分，已激活的业务员的比例高于预定阈值且坐席空闲时间比例低于预定阈值时，所述坐席为高优先级，优先将所述预定数量的业务员分配至所述高优先级坐席。
  15. 根据权利要求10所述的计算机可读存储介质，其特征在于，步骤03中的激活策略包括根据已激活的业务员优先级比例设定激活的优先级顺序，并根据现有的任务量选择日激活数量以及激活的起始时间。
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