WO2019100617A1 - 客户名单获取方法、装置、终端设备及存储介质 - Google Patents

客户名单获取方法、装置、终端设备及存储介质 Download PDF

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Publication number
WO2019100617A1
WO2019100617A1 PCT/CN2018/077299 CN2018077299W WO2019100617A1 WO 2019100617 A1 WO2019100617 A1 WO 2019100617A1 CN 2018077299 W CN2018077299 W CN 2018077299W WO 2019100617 A1 WO2019100617 A1 WO 2019100617A1
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list
customer
cleaning condition
obtaining
target
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French (fr)
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闫保行
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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
    • G06Q30/00—Commerce
    • G06Q30/02—Marketing; Price estimation or determination; Fundraising
    • G06Q30/0201—Market modelling; Market analysis; Collecting market data
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
    • G06F16/21—Design, administration or maintenance of databases
    • G06F16/215—Improving data quality; Data cleansing, e.g. de-duplication, removing invalid entries or correcting typographical errors

Definitions

  • the present application relates to the field of information processing technologies, and in particular, to a client list obtaining method, apparatus, terminal device, and storage medium.
  • Network access refers to the abbreviation of obtaining customer resources through network channels.
  • the network channel can be a social networking website, QQ, WeChat, Weibo, and forums, and each network channel corresponds to a customer channel.
  • the customer resource can be user information entered by any user when registering in the corresponding network channel. That is, any user can register the user information through the network channel, so that the customer acquisition system obtains the corresponding customer resource, and the customer acquisition system forms a customer list based on the obtained customer resources.
  • the agent of the current telesales system directly conducts telephone sales based on the customer list obtained from the customer acquisition system, since the customer list contains a large number of invalid customer lists, the success rate of the telephone sales is low, resulting in waste of labor, and The acquisition cost is higher.
  • the present application provides a method, an apparatus, a terminal device, and a storage medium for acquiring a customer list, so as to solve the problem that the current success rate of direct sales based on the customer list obtained from the customer acquisition system is low.
  • the application provides a method for obtaining a client list, including:
  • the list obtaining request including at least one list cleaning condition
  • the target customer list is cleaned based on at least one list cleaning condition to obtain a valid customer list
  • the application provides a client list obtaining apparatus, including:
  • the original customer list obtaining module is configured to obtain a list of original customers collected by the customer acquisition system
  • a target client list obtaining module configured to perform deduplication preprocessing on the original client list to obtain a target client list
  • a client list request obtaining module configured to receive a list obtaining request sent by the telemarketing system, where the list obtaining request includes at least one list cleaning condition
  • An effective customer list obtaining module configured to clean the target customer list based on at least one list cleaning condition, and obtain a valid customer list
  • a customer list sending module for transmitting the valid customer list to the telemarketing system.
  • the present application provides a terminal device including a memory, a processor, and computer readable instructions stored in the memory and executable on the processor, the processor executing the computer readable instructions The following steps are implemented:
  • the list obtaining request including at least one list cleaning condition
  • the target customer list is cleaned based on at least one list cleaning condition to obtain a valid customer list
  • the present application provides a computer readable storage medium storing computer readable instructions that, when executed by a processor, implement the following steps:
  • the list obtaining request including at least one list cleaning condition
  • the target customer list is cleaned based on at least one list cleaning condition to obtain a valid customer list
  • the target customer list is obtained by de-reprocessing the original customer list obtained by the customer acquisition system, and the de-duplication pre-processing pair is obtained from different customer channels.
  • At least one of the list cleaning requests sent by the telesales system to clean the target customer list obtain a valid customer list and send it to the telesales system, and only retain the customer list that meets the cleaning conditions, and the list is used as a valid customer list.
  • the customer list obtained by the processing method is highly targeted, the list acquisition cost is low, and the requirements of the telephone sales system for the customer list can be met.
  • FIG. 1 is a flowchart of a method for acquiring a client list in Embodiment 1.
  • FIG. 2 is a specific schematic diagram of step S20 of FIG. 1.
  • FIG. 3 is a specific schematic diagram of step S50 of FIG. 1.
  • FIG. 4 is a schematic block diagram of a client list obtaining device in Embodiment 2.
  • FIG. 5 is a schematic diagram of a terminal device in Embodiment 4.
  • FIG. 1 is a flow chart showing a method for acquiring a client list in this embodiment.
  • the customer list obtaining method is used for cleaning the customer list obtained by the customer acquisition system to obtain a cleaned effective customer list and sending it to the telephone sales system, so that the agent of the telephone sales system can use the cleaned effective customer list.
  • Telephone sales are conducive to improving the success rate of telephone sales and reducing the cost of obtaining customer lists.
  • the client list acquisition method can be applied to a server or other terminal device of a financial institution such as a bank, a securities, and an insurance.
  • the server or other terminal device is connected to the customer acquisition system and the telemarketing system. In this embodiment, the server is taken as an example.
  • the method for obtaining the client list includes the following steps:
  • the customer acquisition system refers to a system that collects customer resources from any network channel.
  • the customer resources include, but are not limited to, a customer list, and may also include user access data or other data associated with the customer list.
  • the customer acquisition system may be a network sales system of a financial institution such as a bank, a securities, and an insurance, or other business systems (such as an insurance system, a loan system, etc.), or may be a real estate, medical, fitness, food, automobile, or financial. Systems corresponding to industries such as insurance and venture capital.
  • the original customer list is a list of customers directly obtained from the customer acquisition system.
  • the original customer list includes at least one customer information, and each customer information should at least include the customer's name and contact number, so as to send the customer list collected by the customer system to the telesales system, so that the agent in the telesales system can be based on The customer's name and contact number are for sale.
  • the customer information may also include information such as the gender, age, place of residence, work unit, occupation, income, home address, credit status, daily average time and system ID of the customer.
  • the daily average online time is to collect the average daily online time of the customer within the preset time period through the network channel.
  • the system ID is an identifier for uniquely identifying the customer's system that collects the customer's resources.
  • the customer acquisition system collects the original customer list and stores the original customer list in a database connected to the customer acquisition system for subsequent processing of the original customer list.
  • the server or other terminal device of the financial institution is connected to the customer acquisition system, so that the original customer list is obtained from the corresponding database through the customer acquisition system, so that the process of obtaining the original customer list by the server or other terminal device is simple and convenient.
  • S20 Perform deduplication pre-processing on the original customer list to obtain a target customer list.
  • the server obtains the original customer list from different customer acquisition systems. Since the customer acquisition system includes at least two customer acquisition channels, the original customer list collected by different network channels may have duplicate customer information, in order to remove different network channels. The duplicated customer information in the original customer list collected, the server needs to de-pre-process the obtained original customer list. The de-reprocessing is performed by deduplicating the duplicated customer information in the original customer list collected by the customer acquisition system to remove duplicate information and integrate non-repetitive information.
  • step S20 specifically includes the following steps:
  • S21 Determine whether the original customer list collected by at least two customer channels is duplicated.
  • the de-reprocessing of the original customer list may be performed on the name and/or the contact number in any customer information to check whether there is a duplicate situation, such as the customer information obtained through the network channel A, including the name, the contact number, and the place of residence.
  • the customer information obtained through network channel B includes name, contact number, occupation and age. If the names and contact numbers obtained by the two network channels are the same, it means that there is duplicate information and deduplication is required.
  • the deduplication processing pre-processing of the duplicate customer information is required, and the customer list obtained after the de-reprocessing is stored as a target customer list in the server or the database.
  • the original customer list is subjected to de-reprocessing, and the information belonging to the same customer after de-duplication is sorted and integrated into one customer information, so that the customer information includes name, contact information, place of residence, occupation and Age, etc., so that the list of target customers obtained is more concise and comprehensive, and the list of target customers provided to the telesales system is more valuable.
  • S30 Receive a list obtaining request sent by the telemarketing system, where the list obtaining request includes at least one list cleaning condition.
  • the telemarketing system sends a list obtaining request to the server, so that after receiving the list obtaining request, the server obtains a client list that meets the list obtaining request based on the list obtaining request.
  • the list acquisition request sent by the telemarketing system includes at least one list cleaning condition, which is a condition for cleaning a target customer list stored in a server or a database. It can be understood that the list cleaning condition in the list obtaining request is a restriction condition corresponding to the financial product or service that the telemarketing system wants to promote, and it is convenient to obtain a valid customer list based on the list cleaning condition.
  • each time the telemarketing system promotes a new financial product or service it may send a list acquisition request to the server to obtain a list of valid customers associated with the financial product or service that needs to be promoted, to avoid obtaining non-compliance requirements.
  • the list of invalid customers to save the cost of the list, improve the efficiency of the agents of the telesales system, and save time on the basis of invalid customer lists for phone sales.
  • the list cleaning condition includes at least one of a customer attribute cleaning condition, a media source cleaning condition, a service configuration cleaning condition, and a deduplication cleaning condition. That is, the list obtaining request sent by the telemarketing system may include one of the above-mentioned list cleaning conditions, or may be a combination of two or more list cleaning conditions.
  • the customer attribute condition is a condition for defining a target customer for which the financial product or service to be sold is targeted.
  • the customer attribute cleaning condition includes at least one of age, gender, place of residence, income, occupation, and contact address.
  • the telemarketing system needs to sell a financial product to customers living in Shanghai, and does not promote the financial product in other cities. If the telemarketing is directly based on the target customer list, there is a large number of customer information in the target customer list that is not in Shanghai. That is, invalid customer list, based on the invalid customer list for telephone sales, will reduce the success rate of sales, waste the time of the agent, resulting in reduced work efficiency.
  • the customer property carried in the list acquisition request sent by the telesales system to the server The condition is limited to the place of residence in Shanghai, and the restriction of the place can facilitate the cleaning of the list based on the customer attribute conditions. It can be understood that the telemarketing system can determine the corresponding customer attribute condition according to the financial product to be promoted, so that the server retains the corresponding target customer list and forms a valid customer list.
  • the media source cleaning condition is a condition for defining a media source of the customer list, and the media source refers to a source of the network channel, and the source may be defined by a source ID, which is an identifier for uniquely defining the network channel.
  • the media source cleaning conditions include a target source ID and/or a cleaning source ID.
  • the target source ID is the source ID of the customer list that you want to keep. If the media source cleaning condition includes the target source ID as the logo of the forum A, the telemarketing system wants to obtain the target customer list collected by the forum A, but does not want A list of target customers collected by other network channels other than Forum A.
  • the cleaning source ID is the source ID of the customer list that you want to remove. For example, if the cleaning source ID is the logo of the forum A in the media source cleaning condition, the telemarketing system does not want to obtain the target customer list collected by the forum A, but wants the forum. A list of target customers collected by other network channels other than A.
  • the telephone sales system can statistically analyze the telephone sales success rate of the customer list collected by each network channel in the historical sales, and use the network channel ID with a higher telephone sales success rate as the target source ID, and the telephone sales success rate is lower.
  • the ID of the network channel is used as the cleaning source ID.
  • the target source ID and the cleaning source ID may exist separately or simultaneously, and the target source ID and/or the cleaning source ID are used as media source cleaning conditions to clean the target customer list.
  • the agent of the telemarketing system will count its own sales situation and report the sales situation to the server when the phone sales are performed.
  • the sales situation includes two types of sales success or sales failure.
  • the server After receiving the reported sales situation, the server performs statistics according to the network channel ID, and obtains the telephone sales success rate corresponding to each network channel ID.
  • the sales success rate can be ranked according to the actual situation, and the network channel ID to be obtained is the target source.
  • the ranking method of the sales success rate is selected from high to low, and the top network channel ID is selected as the target source ID in the media source cleaning condition.
  • the network channel ID to be acquired is the cleaning source ID
  • the ranking method of the sales success rate from low to high is adopted, and the top network channel ID is selected as the cleaning source ID in the media source cleaning condition.
  • the network channel ID (ie, the target source ID) with high sales success rate and the network channel ID with low sales success rate (ie, cleaning source ID) can be obtained at the same time, for example, the customer list and the cleaning source corresponding to the target source ID are removed.
  • the service configuration cleaning condition includes a cleaning condition that meets the network sales condition, and the service configuration cleaning condition includes at least one of age, gender, place of residence, income, occupation, contact address, and online time of the network.
  • the telemarketing system pre-sets the service configuration cleaning condition and sends it to the server, so that the server cleans the target customer list according to the network configuration condition based on the service configuration cleaning condition, and when the target customer list meets the network sales condition, the network is preferentially adopted.
  • the sales system promotes a financial product or service to eligible target customers, and does not promote a financial product or service through the telesales system. When the target customer list does not meet the network sales conditions, the telemarketing system is used to promote a certain A financial product or service.
  • the setting of the service configuration cleaning conditions enables the target customers who meet the network sales conditions to be sold through the network, and the target customers who do not meet the network sales conditions are sold by telephone, for example, the preset service configuration cleaning conditions are ages 25-40. Years old, living in first-tier cities and second-tier cities, gender-limited customers, because these customers are mostly office workers, most of the time they use computers to access the Internet, get all kinds of information from the Internet, and do not like to receive sales promotion when they go to work.
  • the de-cleaning condition includes an existing customer list of the telemarketing system, and the de-cleaning condition is specifically removing the customer list in the target customer list collected by the customer acquisition system and repeating the existing customer list stored in the server or the database, that is, When submitting the list obtaining request to the server, the telemarketing system sends the existing customer list as the content of the list obtaining request to the server, and the server performs deduplication processing on the target customer list based on the existing customer list, and if the customer list information is repeated, The customer list information in the target customer list is removed, and the cleaning condition is beneficial to avoid obtaining a customer list that is duplicated with the existing customer list.
  • S40 Clean the target customer list based on at least one list cleaning condition, and obtain a valid customer list.
  • the server cleans the target customer list based on the list cleaning condition, and obtains a valid customer list.
  • the list obtaining request sent by the telesales system includes at least one list cleaning condition, so that the server needs to clean the target customer list by using at least one list cleaning condition, and obtain a list matching at least one list cleaning condition, that is, obtain a valid customer list.
  • the list of valid customers is a list of customers who satisfy each cleaning condition and send it to the telesales system, including basic information about the customer, such as name information, telephone information, and customer attribute information.
  • the list cleaning condition includes at least one of a customer attribute cleaning condition, a media source cleaning condition, a service configuration cleaning condition, and a de-cleaning condition
  • the target customer is based on the at least one list cleaning condition in step S40.
  • the cleaning of the list exists in one or more of the following situations, including the following steps:
  • step S40 specifically includes: obtaining, according to the customer attribute cleaning condition, a list matching the customer attribute cleaning condition from the target customer list as the effective customer list.
  • the customer attribute condition is a condition for defining a target customer for which the financial product or service to be sold is targeted.
  • the list obtaining request sent by the telemarketing system to the server includes a customer attribute condition of the place of residence, and the customer attribute condition may use a list of cities to determine the place of residence of the product or service to be promoted, if the city list includes a specific city Can sell a product or service.
  • the server needs to select a list matching the living place and the customer attribute condition from the target customer list as a valid customer list to implement a list that does not match the customer attribute condition ( That is, the cleaning of the invalid customer list).
  • step S40 specifically includes: obtaining, according to the media source cleaning condition, a list matching the media source cleaning condition from the target customer list as the effective customer list.
  • the media source condition is used to determine a valid customer list by judging the target source ID and the cleaning source ID, and determining a media source ID corresponding to the obtained customer list according to the telemarketing system, and if the telesales system sends the target source ID,
  • the customer list corresponding to the target source ID is a list of valid customers that the telesales system wants to obtain; if the telemarketing system obtains the cleaning source ID, the customer list is a list of customers that the telesales system does not want to obtain, and the server
  • the customer list will be automatically hidden, and only the customer list outside the hidden customer list will be used as a valid customer list.
  • the step S40 specifically includes: obtaining, according to the service configuration cleaning condition, a list matching the service configuration cleaning condition from the target customer list, as a valid customer list.
  • the service configuration cleaning condition is used for the network sales condition of the through-flow process conforming to the network sales system, and the user only needs to configure the corresponding customer information according to the network sales conditions of the direct-through process; if the customer information and the network that can directly go to the network sales system If the sales conditions are consistent, it means that the product or service can be promoted to the user corresponding to the customer information through online sales. If you continue to sell the same product or service to the same customer through the telephone sales system, it may lead to repeated work. Therefore, it is necessary to comply with the network.
  • the customer information of the network sales condition of the direct flow process of the sales system is removed, and the customer information of the network sales condition that does not comply with the direct sales process of the network sales system is taken as a valid customer list.
  • the customer who successfully sells the same product or service through the network sales system can be removed from the target customer list, and the customer information that the same product or service is unsuccessful through the network sales system or the direct communication that does not conform to the network sales system will be sold.
  • Customer information for the network's online sales conditions as a list of valid customers.
  • the service configuration cleaning condition can be understood as the screening condition of the through-line process of the network sales system; if the customer information in the target customer list meets the screening information, the product or service can be promoted through the direct sales process of the network sales system, and the product or service is no longer.
  • the customer information as a list of valid customers that need to be issued to the telesales system can help reduce the workload of the telesales system and improve the efficiency of the telesales system without affecting the overall product sales.
  • step S40 specifically includes: obtaining, according to the deduplication cleaning condition, a list matching the deduplication cleaning condition from the target customer list as a valid customer list.
  • a list matching the de-cleaning conditions is obtained from the target customer list as a valid customer list.
  • the list of the target customer list stored in the server or the database is duplicated with the existing customer list in the de-cleaning condition uploaded by the telemarketing system, so that the list that does not overlap with the existing customer list is regarded as an effective customer. List.
  • each customer information in the existing customer list in the telesales system and the target customer list stored in the server or database may include the customer's name and/or contact number, and the target customer is determined based on the name and/or the contact number.
  • the list is duplicated with the existing customer list; if it is repeated, the duplicate list in the target customer list is removed to achieve the purpose of cleaning the duplicate list, and the remaining list is used as a valid customer list to avoid duplication of the staff of the telesales system.
  • the customer list is used for agent communication and affects the efficiency of the agent. For example, if a customer's customer information exists in both the telesales system and the target customer list, only one telemarketing is required. In the process of obtaining the valid customer list, the duplicated list with the existing customer list is hidden to avoid the call.
  • the sales system communicates twice or more on the basis of a valid customer list, enabling communication with more customers in the same time and improving work efficiency. Moreover, more effective customer lists can be obtained at the same cost.
  • S50 Send a valid customer list to the telesales system.
  • the server sends the cleaned valid customer list (ie, a valid customer list that satisfies at least one list cleaning condition) to the telesales system, and the agent of the telesales system performs the telesale based on the obtained valid customer list. It can effectively improve the success rate of telephone sales and avoid the waste of time and manpower caused by telephone sales based on invalid customer lists.
  • the cleaned valid customer list ie, a valid customer list that satisfies at least one list cleaning condition
  • the target client list is obtained by performing deduplication pre-processing on the original client list obtained by the customer acquiring system.
  • the de-reprocessing pre-deduments the duplicate information in the original customer list obtained from different customer systems and integrates the non-repetitive information, so that the target customer list is more concise and comprehensive.
  • the target customer list is cleaned based on one of the list cleaning requests sent by the telemarketing system, and the valid customer list is obtained and sent to the telesales system, and only the customer list that meets the cleaning conditions is retained as the effective customer list.
  • the list of customers obtained is highly targeted, and the cost of obtaining the list is high, and it can also meet the requirements of the telephone sales system for the customer list.
  • step S50 specifically includes the following steps:
  • S51 Obtain a list allocation instruction in the telemarketing system, where the list allocation instruction includes a user ID of the telemarketing system.
  • the server obtains a list allocation instruction sent by the telemarketing system in advance, and the list allocation instruction is used to control the server to allocate the user corresponding to the user ID (that is, the agent of the telemarketing system in this embodiment) to be processed.
  • the user ID carried in the list assignment instruction is an identifier for uniquely identifying the user. Specifically, when the user inputs the user ID to log in, the user displays a to-be-processed list that needs to be processed by the user corresponding to the user ID in the display interface of the client. The user can click the corresponding "list assignment" button in the display interface of the client, so that the client allocates an instruction to the server input list, so that the server obtains the list allocation instruction. It can be understood that the list assignment instruction can be automatically triggered by a program preset by the user, or manually triggered by the user.
  • S52 Acquire, according to the list allocation instruction, the amount of the to-be-processed client allocated to the user corresponding to the user ID.
  • the amount of the client to be processed refers to the number of client information that the server determines to be assigned to the user corresponding to the user ID when processing by the server based on the list allocation instruction.
  • Step S52 is specifically a process in which the server determines, according to the list allocation instruction, how much quantity of customer information needs to be allocated to the user corresponding to the user ID for processing.
  • the time period is set by the user according to actual needs, such as 1 day, 1 week, or 1 month.
  • the planned completion list quantity is the amount of the list of the user plan corresponding to the user ID to complete the telephone sales during the time period, and the planned completion list quantity may be determined according to the user's job position, proficiency, historical data, and the like.
  • the actual completion list amount is the amount of the list of completed telesales from the start time of the time period to the current time of the system.
  • the server may periodically allocate a basic processing client list corresponding to the basic list amount to each agent in any time period (for example, one day), for example, the server allocates a basic list amount to 100 seats per person at 8 am every morning.
  • the basic processing of the customer list, the basic processing customer list for each agent must complete the minimum number of telesales per time period.
  • the list allocation instruction is an instruction for the agent to secondly allocate the pending customer list. At this time, the actual completed list quantity is the basic processing customer list.
  • the actual completion list of the agent can be automatically counted by the telephone sales system. Specifically, when the agent completes the phone sales based on one customer information, the customer can click the "sales completion" button in the display interface of the client to make the client.
  • the terminal obtains the sales completion instruction input by the user, and sends the sales completion instruction to the server, and does not need to arrange a special staff to perform customer list allocation and statistics, which is beneficial to save labor costs.
  • S53 Select, from the valid customer list, a list that is consistent with the quantity of the to-be-processed customer as a list of pending customers, and send the to-be-processed customer list to the telemarketing system.
  • step S53 the server selects a customer list that is consistent with the number of clients to be processed from the list of valid customers according to the number of clients to be processed obtained in step S52, and uses the list of customers to be processed corresponding to the user ID.
  • the processing customer list is sent to the telesales system, so that when the user corresponding to the user ID logs into the telesales system, the list of pending customers can be viewed to perform telemarketing according to the customer information in the to-be-processed customer list.
  • the amount of the customer to be processed is the number of customers who need to be sold by the agent corresponding to the user ID in a time period, and the amount of the client to be processed is a positive integer, such as 600; then the server receives the list sent by the telephone sales system. After the instruction is assigned, 600 customer information is selected from the list of valid customers to form a list of pending customers, which is sent to the agent corresponding to the user ID in the telesales system.
  • steps S51-S53 according to the list allocation instruction of the telesales system, the corresponding agent list of each user ID is assigned a corresponding list of pending lists, and no separate arrangement of personnel is required for the list allocation, and the distribution method is simple, fast and reasonable. It is conducive to improving the efficiency of agents inside the telesales system.
  • FIG. 4 is a schematic block diagram showing a client list obtaining apparatus corresponding to the client list obtaining method in the first embodiment.
  • the customer list obtaining device includes an original customer list obtaining module 10, a target customer list obtaining module 20, a customer list request obtaining module 30, a valid customer list obtaining module 40, and a customer list sending module 50.
  • the first client list obtaining module 10, the target client list obtaining module 20, the client list request obtaining module 30, the effective client list obtaining module 40, and the client list sending module 50 implement the function corresponding to the client list obtaining method in the embodiment.
  • the present embodiment is not described in detail.
  • the original customer list obtaining module 10 is configured to obtain a list of original customers collected by the customer acquisition system.
  • the target client list obtaining module 20 is configured to perform deduplication preprocessing on the original client list to obtain a target client list.
  • the client list request obtaining module 30 is configured to receive a list obtaining request sent by the telemarketing system, where the list obtaining request includes at least one list cleaning condition.
  • the effective customer list obtaining module 40 is configured to clean the target customer list based on the at least one list cleaning condition, and obtain a valid customer list.
  • the customer list sending module 50 is configured to send the valid customer list to the telesales system.
  • the customer acquisition system includes at least two customer access channels.
  • the target customer list acquisition module 20 includes a repetition determination unit 21 and a deduplication processing unit 22.
  • the repetition determining unit 21 is configured to determine whether the original customer list collected by the at least two customer channels is repeated.
  • the de-duplication processing unit 22 is configured to perform de-duplication processing on the duplicate original customer list when the original customer list is duplicated, to obtain a target customer list.
  • the list cleaning condition includes at least one of a customer attribute cleaning condition, a media source cleaning condition, a service configuration cleaning condition, and a deduplication cleaning condition.
  • the effective customer list acquisition module 40 includes a first cleaning processing unit 41, a second cleaning processing unit 42, a third cleaning processing unit 43, and a fourth cleaning processing unit 44.
  • the first cleaning processing unit 41 is configured to obtain, from the target customer list, a list matching the customer attribute cleaning condition as a valid customer list based on the customer attribute cleaning condition.
  • the second cleaning processing unit 42 is configured to obtain, from the target customer list, a list that matches the media source cleaning condition based on the media source cleaning condition, as a valid customer list.
  • the third cleaning processing unit 43 is configured to obtain, according to the service configuration cleaning condition, a list matching the service configuration cleaning condition from the target customer list as a valid customer list.
  • the fourth cleaning processing unit 44 is configured to obtain, from the target customer list, a list matching the deduplication cleaning condition as a valid customer list based on the deduplication cleaning condition.
  • the customer attribute cleaning condition includes at least one of age, gender, place of residence, income, occupation, and contact address.
  • the media source cleaning conditions include the target source ID and/or the cleaning source ID.
  • the service configuration cleaning condition includes a cleaning condition that meets a network sales condition, and the service configuration cleaning condition includes at least one of age, gender, place of residence, income, occupation, contact address, and online time of the network.
  • the deduplication cleaning condition includes an existing customer list of the telesales system.
  • the customer list sending module 50 includes a list allocation instruction acquiring unit 51, a to-be-processed client amount acquiring unit 52, and a customer list transmitting unit 53.
  • the list allocation instruction obtaining unit 51 is configured to acquire a list allocation instruction in the telemarketing system, where the list allocation instruction includes a user ID of the telemarketing system.
  • the to-be-processed client quantity obtaining unit 52 is configured to acquire, according to the list allocation instruction, the amount of the to-be-processed client allocated to the user corresponding to the user ID.
  • the customer list sending unit 53 is configured to select, from the valid customer list, a list that is consistent with the quantity of the to-be-processed customer as a list of pending customers, and send the to-be-processed customer list to the telemarketing system.
  • the embodiment provides a computer readable storage medium, where the computer readable storage medium is stored by the processor to implement the client list obtaining method in Embodiment 1, in order to avoid duplication, here No longer.
  • the computer readable instructions are executed by the processor, the functions of the modules/units in the client list obtaining device in Embodiment 2 are implemented. To avoid repetition, details are not described herein again.
  • the computer readable medium can include any entity or device capable of carrying the computer readable instruction code, a recording medium, a USB flash drive, a removable hard drive, a magnetic disk, an optical disk, a computer memory, a read only memory (ROM, Read-Only) Memory), random access memory (RAM), electrical carrier signals, telecommunications signals, and software distribution media.
  • FIG. 5 is a schematic diagram of a terminal device according to an embodiment of the present application.
  • the terminal device 60 of this embodiment includes a processor 61, a memory 62, and computer readable instructions 63 stored in the memory 62 and operable on the processor 61, such as step S10 shown in FIG. To S50.
  • the processor 61 executes the computer readable instructions 63, the functions of the modules/units in the foregoing device embodiments are implemented, such as the original client list obtaining module 10, the target client list obtaining module 20, and the client list request obtaining module shown in FIG. 30.
  • the function of the effective client list obtaining module 40 and the client list sending module 50 are implemented, such as the original client list obtaining module 10, the target client list obtaining module 20, and the client list request obtaining module shown in FIG. 30.
  • computer readable instructions 63 may be partitioned into one or more modules/units, one or more modules/units being stored in memory 62 and executed by processor 61 to complete the application.
  • the one or more modules/units may be an instruction segment of a series of computer readable instructions 63 capable of performing a particular function for describing the execution of computer readable instructions 63 in the terminal device 60.

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Abstract

本申请公开了一种客户名单获取方法、装置、终端设备及存储介质。该客户名单获取方法包括：获取获客系统采集的原始客户名单；对原始客户名单进行去重预处理，获取目标客户名单；接收电话销售系统发送的名单获取请求，该名单获取请求包括至少一个名单清洗条件；基于至少一个名单清洗条件对目标客户名单进行清洗，获取有效客户名单；将有效客户名单发送给电话销售系统。该客户名单获取方法通过名单清洗条件对目标客户名单进行清洗，使获取的客户名单针对性强，降低了名单获取成本，同时也满足电话销售系统对获取的客户名单的要求。

Description

客户名单获取方法、装置、终端设备及存储介质
本专利申请以2017年11月27日提交的申请号为201711204979.4，名称为“客户名单获取方法、装置、终端设备及存储介质”的中国发明专利申请为基础，并要求其优先权。
技术领域
本申请涉及信息处理技术领域，尤其涉及一种客户名单获取方法、装置、终端设备及存储介质。
背景技术
网络获客是指通过网络渠道获取客户资源的简称。其中，网络渠道可以是社交网站、QQ、微信、微博和论坛等，每一种网络渠道对应一获客渠道。客户资源可以是任一用户在相应的网络渠道中注册时输入的用户信息。即任一用户通过网络渠道注册用户信息，即可使获客系统获取相应的客户资源，获客系统基于获取的客户资源整理形成客户名单。
在银行、证券和保险等金融机构中，通常采用电话方式推荐其金融产品或服务。在金融产品或服务的电话销售过程中，金融机构的电话销售系统需获取客户名单，再由坐席人员依据客户名单拔打电话，以实现电话销售。坐席人员推销的金融产品或服务时可能只是针对符合特定居住地、年龄或其他限制条件的客户；此时，获客系统获取的客户名单中符合金融产品或服务对应的限制条件的客户名单为有效客户名单，不符合限制条件的客户名单为无效客户名单。坐席人员基于有效客户名单进行电话销售的成功率较高，反之，坐席人员基于无效客户名单进行电话销售的成功率极低甚至为零。因此，当前电话销售系统的坐席人员直接基于从获客系统获取的客户名单进行电话销售时，由于该客户名单中包含大量无效客户名单，使得其电话销售的成功率较低，导致人力浪费，且获取成本较高。
发明内容
本申请提供一种客户名单获取方法、装置、终端设备及存储介质，以解决当前直接基于从获客系统获取的客户名单进行电话销售存在的成功率较低的问题。
第一方面，本申请提供一种客户名单获取方法，包括：
获取获客系统采集的原始客户名单；
对所述原始客户名单进行去重预处理，获取目标客户名单；
接收电话销售系统发送的名单获取请求，所述名单获取请求包括至少一个名单清洗条 件；
基于至少一个名单清洗条件对所述目标客户名单进行清洗，获取有效客户名单；
将所述有效客户名单发送给所述电话销售系统。
第二方面，本申请提供一种客户名单获取装置，包括：
原始客户名单获取模块，用于获取获客系统采集的原始客户名单；
目标客户名单获取模块，用于对所述原始客户名单进行去重预处理，获取目标客户名单；
客户名单请求获取模块，用于接收电话销售系统发送的名单获取请求，所述名单获取请求包括至少一个名单清洗条件；
有效客户名单获取模块，用于基于至少一个名单清洗条件对所述目标客户名单进行清洗，获取有效客户名单；
客户名单发送模块，用于将所述有效客户名单发送给所述电话销售系统。
第三方面，本申请提供一种终端设备，包括存储器、处理器以及存储在所述存储器中并可在所述处理器上运行的计算机可读指令，所述处理器执行所述计算机可读指令时实现如下步骤：
获取获客系统采集的原始客户名单；
对所述原始客户名单进行去重预处理，获取目标客户名单；
接收电话销售系统发送的名单获取请求，所述名单获取请求包括至少一个名单清洗条件；
基于至少一个名单清洗条件对所述目标客户名单进行清洗，获取有效客户名单；
将所述有效客户名单发送给所述电话销售系统。
第四方面，本申请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计算机可读指令，所述计算机可读指令被处理器执行时实现如下步骤：
获取获客系统采集的原始客户名单；
对所述原始客户名单进行去重预处理，获取目标客户名单；
接收电话销售系统发送的名单获取请求，所述名单获取请求包括至少一个名单清洗条件；
基于至少一个名单清洗条件对所述目标客户名单进行清洗，获取有效客户名单；
将所述有效客户名单发送给所述电话销售系统。
本申请提供的客户名单获取方法、装置、终端设备及存储介质中，通过对获客系统获 取的原始客户名单进行去重预处理，得到目标客户名单，该去重预处理对从不同获客渠道获取的原始客户名单中重复信息进行去重并整合非重复信息，以使得到的目标客户名单更加简洁和全面。基于电话销售系统发送的名单获取请求中的至少一个名单清洗条件对目标客户名单进行清洗，得到有效客户名单并发送给电话销售系统，只保留符合清洗条件的客户名单，该名单作为有效客户名单，该处理方法得到的客户名单针对性强，名单获取成本较低，同时可以满足电话销售系统对客户名单的要求。
附图说明
为了更清楚地说明本申请的技术方案，下面将对本申请的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性的前提下，还可以根据这些附图获得其他的附图。
图1是实施例1中客户名单获取方法的一流程图。
图2是图1中步骤S20的一具体示意图。
图3是图1中步骤S50的一具体示意图。
图4是实施例2中客户名单获取装置的一原理框图。
图5是实施例4中终端设备的一示意图。
具体实施方式
下面将结合本申请中的附图，对本申请中的技术方案进行清楚、完整地描述，显然，所描述的实施例是本申请一部分实施例，而不是全部的实施例。基于本申请中的实施例，本领域普通技术人员在没有作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。
实施例1
图1示出本实施例中客户名单获取方法的流程图。该客户名单获取方法用于对获客系统获取到的客户名单进行清洗，以获取清洗后的有效客户名单并发送给电话销售系统，以使电话销售系统的坐席人员利用清洗后的有效客户名单进行电话销售，有利于提高电话销售的成功率，降低客户名单获取成本。该客户名单获取方法可应用在银行、证券和保险等金融机构的服务器或其他终端设备中，该服务器或其他终端设备与获客系统和电话销售系统通信相连，本实施例中以服务器为例。如图1所示，该客户名单获取方法包括如下步骤：
S10：获取获客系统采集的原始客户名单。
其中，获客系统是指从任一网络渠道采集客户资源的系统。该客户资源包括但不限于客户名单，还可以包括与客户名单相关联的用户访问数据或其他数据。本实施例中，获客 系统可以为银行、证券和保险等金融机构的网络销售系统或者其他业务系统(如保险系统、贷款系统等)，也可以为房产、医疗、健身、食品、汽车、金融、保险和风投等行业对应的系统。
原始客户名单是从获客系统直接获取到的客户名单。原始客户名单至少包括一个客户信息，每一客户信息至少应当包括客户的姓名和联系电话，以便于将获客系统采集到的客户名单发送给电话销售系统，以使电话销售系统中坐席人员可基于客户的姓名和联系电话进行销售。可以理解地，该客户信息还可以包括客户的性别、年龄、居住地、工作单位、职业、收入、家庭住址、征信情况、日均上网时间和系统ID等信息。其中，日均上网时间是通过网络渠道采集客户在预设时间段内日均上网时间。系统ID是用于唯一识别采集该客户资源的获客系统的标识。
获客系统采集原始客户名单并将原始客户名单存储在与获客系统相连的数据库中，以便于后续对原始客户名单进行处理。金融机构的服务器或其他终端设备与获客系统相连，以便于通过获客系统从对应的数据库中获取原始客户名单，使得服务器或者其他终端设备获取原始客户名单的过程简单方便。
S20：对原始客户名单进行去重预处理，获取目标客户名单。
服务器从不同的获客系统中获取原始客户名单，由于该获客系统包括至少两个获客渠道，而不同的网络渠道采集到的原始客户名单可能会存在客户信息重复情况，为了去除不同网络渠道采集到的原始客户名单中重复的客户信息，服务器需对获取的原始客户名单进行去重预处理。其中，去重预处理是指将获客系统采集到的原始客户名单中存在重复的客户信息进行去重处理，以去除重复信息，并整合非重复信息。
在一具体实施方式中，如图2所示，步骤S20具体包括如下步骤：
S21：判断至少两个获客渠道采集的原始客户名单是否重复。
具体地，对原始客户名单进行去重预处理可以对任一客户信息中的姓名和/或联系电话，查询是否存在重复情况，如通过网络渠道A获取的客户信息包括姓名、联系电话和居住地，通过网络渠道B获取的客户信息包括姓名、联系电话、职业和年龄等，若两个网络渠道获取的姓名和联系电话相同，则说明存在重复信息，需进行去重处理。
S22：若原始客户名单存在重复，则对重复的原始客户名单进行去重处理，得到目标客户名单。
具体地，当发现客户信息出现重复情况时需要对重复客户信息进行去重处理预处理，将去重预处理后得到的客户名单作为目标客户名单存储在服务器或数据库中。可以理解 地，对原始客户名单进行去重预处理，将去重处理后的属于同一个客户的信息进行整理，整合成一个客户信息，使得该客户信息包括姓名、联系方式、居住地、职业和年龄等，从而使得获取的目标客户名单更简洁、全面，提供给电话销售系统的目标客户名单更有价值。
S30：接收电话销售系统发送的名单获取请求，名单获取请求包括至少一个名单清洗条件。
电话销售系统向服务器发送名单获取请求，以使服务器接收该名单获取请求后，基于该名单获取请求获取符合该名单获取请求的客户名单。该电话销售系统发送的名单获取请求包括至少一个名单清洗条件，该名单清洗条件是用于清洗服务器或数据库中存储的目标客户名单的条件。可以理解地，该名单获取请求中的名单清洗条件是与电话销售系统想要推销的金融产品或服务对应的限制条件，方便基于该名单清洗条件获取到有效客户名单。本实施例中，电话销售系统每推销一新的金融产品或服务时，可向服务器发送一名单获取请求，以获取与其需要推销的金融产品或服务相关联的有效客户名单，避免获取不符合要求的无效客户名单，以节省名单获取成本，提高电话销售系统的坐席人员的工作效率，节约基于无效客户名单进行电话销售的时间。
具体地，名单清洗条件包括客户属性清洗条件、媒体来源清洗条件、业务配置清洗条件和去重清洗条件中的至少一个。即电话销售系统发送的名单获取请求可以包括上述名单清洗条件中的一个，也可以是两个或两个以上名单清洗条件的组合。
其中，客户属性条件是用于限定所要销售的金融产品或服务针对的目标客户的条件。本实施例中，客户属性清洗条件包括年龄、性别、居住地、收入、职业和联系地址中的至少一个。如电话销售系统需向居住在上海的客户推销一金融产品，在其他城市不推销该金融产品，若直接基于目标客户名单进行电话销售，则目标客户名单中存在大量居住地不是上海的客户信息，即无效客户名单，基于无效客户名单进行电话销售，会降低销售的成功率，浪费坐席人员的时间，导致其工作效率降低，此时，电话销售系统向服务器发送的名单获取请求中携带的客户属性条件限定为居住地为上海，该地点的限制可以方便基于该客户属性条件进行名单清洗。可以理解地，电话销售系统可根据其所要推销的金融产品，确定对应的客户属性条件，以使服务器保留相应的目标客户名单，形成有效客户名单。
其中，媒体来源清洗条件是用于限定客户名单的媒体来源的条件，该媒体来源是指网络渠道的来源，该来源可以用来源ID进行限定，该来源ID是用于唯一限定网络渠道的标识。本实施例中，媒体来源清洗条件包括目标来源ID和/或清洗来源ID。目标来源ID是想要保留的客户名单的来源ID，如媒体来源清洗条件中包括目标来源ID为论坛A的标识， 则说明电话销售系统想要获取论坛A所采集的目标客户名单，而不想要论坛A以外其他网络渠道所采集的目标客户名单。清洗来源ID是想要去除的客户名单的来源ID，如媒体来源清洗条件中包括清洗来源ID为论坛A的标识，则说明电话销售系统不想获取论坛A所采集的目标客户名单，而想要论坛A以外其他网络渠道所采集的目标客户名单。
进一步地，电话销售系统可统计分析历史销售中各网络渠道采集的客户名单的电话销售成功率，将电话销售成功率较高的网络渠道ID作为目标来源ID，并将电话销售成功率较低的网络渠道的ID作为清洗来源ID。目标来源ID和清洗来源ID可以单独存在，也可以同时存在，该目标来源ID和/或清洗来源ID作为媒体来源清洗条件对目标客户名单进行清洗。本实施例中，电话销售系统的坐席人员在进行电话销售时会统计自己的销售情况并将销售情况上报给服务器，该销售情况包括电销成功或电销失败两种。服务器接收到上报的销售情况后按照网络渠道ID进行统计整理，得到每一网络渠道ID对应的电话销售成功率，销售成功率可根据实际情况进行高低排序，当需要获取的网络渠道ID为目标来源ID时，则采用销售成功率由高到低的排序方式，选取排名靠前的网络渠道ID作为媒体来源清洗条件中的目标来源ID。当需要获取的网络渠道ID为清洗来源ID时，则采用销售成功率由低到高的排序方式，选取排名靠前的网络渠道ID作为媒体来源清洗条件中的清洗来源ID。也可以根据实际情况，同时获取销售成功率高的网络渠道ID(即目标来源ID)和销售成功率低的网络渠道ID(即清洗来源ID)，如去掉目标来源ID对应的客户名单和清洗来源ID对应的客户名单，对剩余的客户名单进行二次分析，查找适合剩余客户名单对应的产品，将基于媒体来源清洗条件清洗的客户名单作为有效客户名单，可以节约名单获取成本，提高获取有效客户名单的效率。
业务配置清洗条件包括符合网络销售条件的清洗条件，该业务配置清洗条件包括年龄、性别、居住地、收入、职业、联系地址和网络在线时间中的至少一个。电话销售系统预先设置业务配置清洗条件并发送给服务器，以使服务器基于该业务配置清洗条件对目标客户名单是否符合网络销售条件进行清洗，当该目标客户名单符合网络销售条件时，则优先采用网络销售系统向符合条件的目标客户推销某一金融产品或服务，不通过电话销售系统进行推销某一金融产品或服务，当该目标客户名单不符合网络销售条件时，则采用电话销售系统进行推销某一金融产品或服务。可以理解地，业务配置清洗条件的设置，可使符合网络销售条件的目标客户通过网络销售，不符合网络销售条件的目标客户才通过电话销售，如预先设置的业务配置清洗条件为年龄25-40岁，居住地为一线城市和二线城市，性别不限的客户，由于这类客户多属于上班族，多数时间都会使用电脑上网，从网络上获知 各种信息，而且在上班时候比较不喜欢接听推销电话，这类客户就会优先选择网络销售系统进行推销；年龄在40-60岁，居住地在一些地级城市的客户，根据这类客户的性质，他们的日常习惯更加倾向于关注短信、电话等方式接收信息，这类客户就会选择电话销售系统进行推销。因此需将不符合网络销售条件的有效客户名单发送给电话销售系统，对于符合网络销售条件的目标客户优先走网络销售系统，可以有效地减少有效客户名单数量，提高有效客户名单的准确度。
去重清洗条件包括电话销售系统的已有客户名单，该去重清洗条件具体为将获客系统采集获取的目标客户名单中与服务器或者数据库中保存的已有客户名单重复的客户名单去除，即电话销售系统在向服务器提交名单获取请求时，将已有客户名单作为名单获取请求的内容发送给服务器，服务器基于该已有客户名单对目标客户名单进行去重处理，若客户名单信息重复，则去除目标客户名单中该客户名单信息，该清洗条件有利于避免获取与已有客户名单重复的客户名单。
S40：基于至少一个名单清洗条件对所述目标客户名单进行清洗，获取有效客户名单。
具体地，服务器基于名单清洗条件对目标客户名单进行清洗，获取有效客户名单。由于电话销售系统发送的名单获取请求包括至少一个名单清洗条件，使得服务器需采用至少一个名单清洗条件在对目标客户名单进行清洗，获取与至少一个名单清洗条件相匹配的名单，即获取有效客户名单。该有效客户名单是满足各清洗条件并发送给电话销售系统的客户名单，包括客户的基本信息，如姓名信息、电话信息和客户属性信息。
由于名单清洗条件包括客户属性清洗条件、媒体来源清洗条件、业务配置清洗条件和去重清洗条件中的至少一个，因此，在一具体实施方式中，步骤S40中基于至少一个名单清洗条件对目标客户名单进行清洗存在如下几种情形中的一种或多种，具体包括如下步骤：
在一种情形下，当名单清洗条件为客户属性清洗条件时，步骤S40具体包括：基于客户属性清洗条件，从目标客户名单中获取与客户属性清洗条件相匹配的名单，作为有效客户名单。
该客户属性条件是用于限定所要销售的金融产品或服务所针对的目标客户的条件。如电话销售系统给服务器发送的名单获取请求中包括居住地的客户属性条件，该客户属性条件可采用一个城市列表确定所要推销的产品或服务的居住地，如该城市列表中包含具体某个城市可以卖某个产品或服务。服务器在接收到该名单获取请求中的客户属性条件时，需从目标客户名单中选取居住地与客户属性条件相匹配的名单，作为有效客户名单，以实现 对与客户属性条件不匹配的名单(即无效客户名单)的清洗。
在一种情形下，当名单清洗条件为媒体来源清洗条件时，步骤S40具体包括：基于媒体来源清洗条件，从目标客户名单中获取与媒体来源清洗条件相匹配的名单，作为有效客户名单。
该媒体来源条件是用于通过对目标来源ID和清洗来源ID的判断确定有效客户名单，根据电话销售系统确定获取的客户名单对应的媒体来源ID，若电话销售系统发送的是目标来源ID，则说明该目标来源ID对应的客户名单是电话销售系统想要获取的有效客户名单；若电话销售系统获取的是清洗来源ID，则说明该客户名单是电话销售系统不想要获取的客户名单，服务器则会自动将该客户名单隐藏，只将该隐藏的客户名单之外的所有客户名单作为有效客户名单。
在一种情形下，当名单清洗条件为业务配置清洗条件时，步骤S40具体包括：基于业务配置清洗条件，从目标客户名单中获取与业务配置清洗条件相匹配的名单，作为有效客户名单。
该业务配置清洗条件是用于对符合网络销售系统的直通流程的网络销售条件，用户只需根据该直通流程的网络销售条件配置相应的客户信息；若客户信息与可以直接走网络销售系统的网络销售条件符合，则说明可通过网络销售方式向该客户信息对应的用户推销产品或服务，如果继续再通过电话销售系统向同一客户推销同一产品或服务，可能导致重复工作，因此，需将符合网络销售系统的直通流程的网络销售条件的客户信息去除，将不符合网络销售系统的直通流程的网络销售条件的客户信息作为有效客户名单。本实施例中，可将通过网络销售系统销售同一产品或服务成功的客户则从目标客户名单中去除，将通过网络销售系统销售同一产品或服务不成功的客户信息或者不符合网络销售系统的直通流程的网络销售条件的客户信息作为有效客户名单。
该业务配置清洗条件可以理解为符合网络销售系统的直通流程的筛选条件；若目标客户名单中的客户信息符合该筛选信息，可通过该网络销售系统的直通流程推销该产品或服务，不再将该客户信息作为需要下发给电话销售系统的有效客户名单，可有利于减少电话销售系统的工作任务量，提高电话销售系统的工作效率，同时不会对整个产品销售情况产生影响。
在一种情形下，当名单清洗条件为去重清洗条件时，步骤S40具体包括：基于去重清洗条件，从目标客户名单中获取与去重清洗条件相匹配的名单，作为有效客户名单。
其中，从目标客户名单中获取与去重清洗条件相匹配的名单作为有效客户名单。具体 是指，将服务器或数据库中存储的目标客户名单中与电话销售系统上传的去重清洗条件中的已有客户名单重复的名单去除，以将与已有客户名单没有重复的名单作为有效客户名单。进一步地，电话销售系统中的已有客户名单和服务器或数据库中存储的目标客户名单中的每一客户信息均可包括客户的姓名和/或联系电话，基于姓名和/或联系电话判断目标客户名单是否与已有客户名单重复；若重复，则去除目标客户名单中重复的名单，以达到清洗重复名单的目的，并将剩余的名单作为有效客户名单，以避免电话销售系统的坐席人员基于重复的客户名单进行坐席沟通，影响坐席效率。如某一个客户的客户信息既存在于电话销售系统又存在于目标客户名单中，只需要进行一次电话销售即可，在有效客户名单获取过程中将与已有客户名单重复的名单隐藏，以避免电话销售系统基于有效客户名单进行两次或多次坐席沟通，以同样的时间中可实现与更多客户进行沟通，提高工作效率；而且，在同样的获取成本时，可获取更多有效客户名单。
S50：将有效客户名单发送给电话销售系统。
本实施例中，服务器将清洗后的有效客户名单(即满足至少一个名单清洗条件得到的有效客户名单)发送给电话销售系统，电话销售系统的坐席人员基于获取到的有效客户名单进行电话销售时，可有效提高电话销售的成功率，避免基于无效客户名单进行电话销售所导致的时间浪费和人力浪费。
本实施例所提供的客户名单获取方法中，通过对获客系统获取的原始客户名单进行去重预处理，得到目标客户名单。该去重预处理对从不同获客系统获取的原始客户名单中重复信息进行去重并整合非重复信息，以使得到的目标客户名单更加简洁和全面。基于电话销售系统发送的名单获取请求中的少一个名单清洗条件对目标客户名单进行清洗，得到有效客户名单并发送给电话销售系统，只保留符合清洗条件的客户名单作为有效客户名单，该处理方法得到的客户名单针对性强，名单获取成本较高，也可以满足电话销售系统对客户名单的要求。
在一具体实施方式中，如图3所示，该客户名单获取方法中，步骤S50具体包括如下步骤：
S51：获取电话销售系统中的名单分配指令，该名单分配指令包括电话销售系统的用户ID。
本实施例中，服务器会预先获取电话销售系统发送的名单分配指令，该名单分配指令是用于控制服务器给用户ID对应的用户(即本实施例中的电话销售系统的坐席人员)分配待处理名单的指令。名单分配指令中携带的用户ID是用于唯一识别用户的标识。具体 地，用户在客户端输入用户ID进行登录时，客户端的显示界面中显示需要与用户ID对应的用户进行处理的待处理名单。用户可在客户端的显示界面中点击相应的“名单分配”按钮，以使客户端向服务器输入名单分配指令，使得服务器获取名单分配指令。可以理解地，该名单分配指令可通过用户预设的程序自动触发，也可由用户手动触发。
S52：基于名单分配指令，获取分配给用户ID对应的用户的待处理客户量。
其中，待处理客户量是指服务器在基于名单分配指令进行处理时，确定需分配给用户ID对应的用户进行处理的客户信息的数量。步骤S52具体为服务器根据名单分配指令确定需要分配多少数量的客户信息给用户ID对应的用户进行处理的过程。
进一步地，用户的待处理客户量具体为该电话销售系统中用户ID对应的用户在一个时间周期的计划完成名单量与实际完成名单量的差值，即待处理客户量＝计划完成名单量-实际完成名单量。其中，该时间周期由用户根据实际需要设定，如1天、1个星期或1个月等。该计划完成名单量为在该时间周期内该用户ID对应的用户计划完成电话销售的名单量，该计划完成名单量可以根据用户的工作岗位、熟练程度和历史数据等确定。该实际完成名单量是从该时间周期的起始时刻到系统当前时刻这一时间间隔内的已经完成电话销售的名单量。本实施例中，在任一时间周期(如一天)内，服务器可定时给每一坐席人员分配基本名单量对应的基本处理客户名单，如服务器每天早上8点给一坐席人员分配基本名单量为100的基本处理客户名单，该基本处理客户名单为每一坐席人员每个时间周期必须完成电话销售的最小数量。可以理解地，该名单分配指令是给坐席人员二次分配待处理客户名单的指令，此时，该实际完成名单量为基本处理客户名单。
坐席人员的实际完成名单量可通过电话销售系统进行自动统计，具体地，当坐席人员每基于一个客户信息完成电话销售时，可点击客户端的显示界面中的“销售完成”按钮，即可使客户端获取用户输入的销售完成指令，并将销售完成指令发送给服务器，无需安排专门的工作人员进行客户名单分配和统计，有利于节省人工成本。
S53：从所述有效客户名单中选取与所述待处理客户量数量一致的名单作为待处理客户清单，将所述待处理客户清单发送给所述电话销售系统。
步骤S53中，服务器会根据步骤S52中获取的待处理客户量，从有效客户名单中选取和待处理客户量数量一致的客户名单作为该用户ID对应的用户的待处理客户清单，并将该待处理客户清单发送给电话销售系统，以使用户ID对应的用户登录该电话销售系统时，可查看到该待处理客户清单，以依据该待处理客户清单中的客户信息进行电话销售。该待处理客户量是一个时间周期内该用户ID对应的坐席人员需进行电销销售的客户的数量， 该待处理客户量为正整数，如600；则服务器在接收到电话销售系统发送的名单分配指令后，需从有效客户名单中选取600条客户信息形成待处理客户清单，以发送给电话销售系统中该用户ID对应的坐席人员。
步骤S51-S53中，可根据电话销售系统的名单分配指令，给每一用户ID对应的坐席人员分配相对应的待处理名单清单，无需另行安排人员进行名单分配，分配方式简单快捷且合理有序，有利于提高电话销售系统内部坐席人员的工作效率。
应理解，上述实施例中各步骤的序号的大小并不意味着执行顺序的先后，各过程的执行顺序应以其功能和内在逻辑确定，而不应对本申请的实施过程构成任何限定。
实施例2
图4示出与实施例1中客户名单获取方法一一对应的客户名单获取装置的原理框图。如图4所示，该客户名单获取装置包括原始客户名单获取模块10、目标客户名单获取模块20、客户名单请求获取模块30、有效客户名单获取模块40和客户名单发送模块50。其中，原始客户名单获取模块10、目标客户名单获取模块20、客户名单请求获取模块30、有效客户名单获取模块40和客户名单发送模块50的实现功能与实施例中客户名单获取方法对应的步骤一一对应，为避免赘述，本实施例不一一详述。
原始客户名单获取模块10，用于获取获客系统采集的原始客户名单。
目标客户名单获取模块20，用于对原始客户名单进行去重预处理，获取目标客户名单。
客户名单请求获取模块30，用于接收电话销售系统发送的名单获取请求，名单获取请求包括至少一个名单清洗条件。
有效客户名单获取模块40，用于基于至少一个名单清洗条件对目标客户名单进行清洗，获取有效客户名单。
客户名单发送模块50，用于将有效客户名单发送给电话销售系统。
优选地，获客系统包括至少两个获客渠道。
目标客户名单获取模块20包括重复判断单元21和去重处理单元22。
重复判断单元21，用于判断至少两个获客渠道采集的原始客户名单是否重复。
去重处理单元22，用于在原始客户名单存在重复时，对重复的原始客户名单进行去重处理，得到目标客户名单。
优选地，所述名单清洗条件包括客户属性清洗条件、媒体来源清洗条件、业务配置清洗条件和去重清洗条件中的至少一个。
有效客户名单获取模块40包括第一清洗处理单元41、第二清洗处理单元42、第三清洗处理单元43和第四清洗处理单元44。
第一清洗处理单元41，用于基于客户属性清洗条件，从目标客户名单中获取与客户属性清洗条件相匹配的名单，作为有效客户名单。
第二清洗处理单元42，用于基于媒体来源清洗条件，从目标客户名单中获取与媒体来源清洗条件相匹配的名单，作为有效客户名单。
第三清洗处理单元43，用于基于业务配置清洗条件，从目标客户名单中获取与业务配置清洗条件相匹配的名单，作为有效客户名单。
第四清洗处理单元44，用于基于去重清洗条件，从目标客户名单中获取与去重清洗条件相匹配的名单，作为有效客户名单。
优选地，客户属性清洗条件包括年龄、性别、居住地、收入、职业和联系地址中的至少一个。
媒体来源清洗条件包括目标来源ID和/或清洗来源ID。
业务配置清洗条件包括符合网络销售条件的清洗条件，所述业务配置清洗条件包括年龄、性别、居住地、收入、职业、联系地址和网络在线时间中的至少一个。
所述去重清洗条件包括所述电话销售系统的已有客户名单。
优选地，客户名单发送模块50包括名单分配指令获取单元51、待处理客户量获取单元52和客户清单发送单元53。
名单分配指令获取单元51，用于获取电话销售系统中的名单分配指令，该名单分配指令包括电话销售系统的用户ID。
待处理客户量获取单元52，用于基于名单分配指令，获取分配给用户ID对应的用户的待处理客户量。
客户清单发送单元53，用于从所述有效客户名单中选取与所述待处理客户量数量一致的名单作为待处理客户清单，将所述待处理客户清单发送给所述电话销售系统。
实施例3
本实施例提供一计算机可读存储介质，该计算机可读存储介质上存储有计算机可读指令，该计算机可读指令被处理器执行时实现实施例1中客户名单获取方法，为避免重复，这里不再赘述。或者，该计算机可读指令被处理器执行时实现实施例2中客户名单获取装置中各模块/单元的功能，为避免重复，这里不再赘述。
所述计算机可读介质可以包括：能够携带所述计算机可读指令代码的任何实体或装 置、记录介质、U盘、移动硬盘、磁碟、光盘、计算机存储器、只读存储器(ROM，Read-Only Memory)、随机存取存储器(RAM，Random Access Memory)、电载波信号、电信信号以及软件分发介质等。
实施例4
图5是本申请一实施例提供的终端设备的示意图。如图5所示，该实施例的终端设备60包括：处理器61、存储器62以及存储在存储器62中并可在处理器61上运行的计算机可读指令63，例如图1所示的步骤S10至S50。或者，处理器61执行计算机可读指令63时实现上述各装置实施例中各模块/单元的功能，例如图4所示原始客户名单获取模块10、目标客户名单获取模块20、客户名单请求获取模块30、有效客户名单获取模块40和客户名单发送模块50的功能。
示例性的，计算机可读指令63可以被分割成一个或多个模块/单元，一个或者多个模块/单元被存储在存储器62中，并由处理器61执行，以完成本申请。一个或多个模块/单元可以是能够完成特定功能的一系列计算机可读指令63的指令段，该指令段用于描述计算机可读指令63在终端设备60中的执行过程。
以上所述实施例仅用以说明本申请的技术方案，而非对其限制；尽管参照前述实施例对本申请进行了详细的说明，本领域的普通技术人员应当理解：其依然可以对前述各实施例所记载的技术方案进行修改，或者对其中部分技术特征进行等同替换；而这些修改或者替换，并不使相应技术方案的本质脱离本申请各实施例技术方案的精神和范围，均应包含在本申请的保护范围之内。

Claims (20)

  1. 一种客户名单获取方法，其特征在于，包括：
    获取获客系统采集的原始客户名单；
    对所述原始客户名单进行去重预处理，获取目标客户名单；
    接收电话销售系统发送的名单获取请求，所述名单获取请求包括至少一个名单清洗条件；
    基于至少一个名单清洗条件对所述目标客户名单进行清洗，获取有效客户名单；
    将所述有效客户名单发送给所述电话销售系统。
  2. 如权利要求1所述的客户名单获取方法，其特征在于，所述获客系统包括至少两个获客渠道；
    所述对所述原始客户名单进行去重预处理，获取目标客户名单，包括：
    判断至少两个所述获客渠道采集的所述原始客户名单是否重复；
    若所述原始客户名单存在重复，则对重复的所述原始客户名单进行去重处理，得到所述目标客户名单。
  3. 如权利要求1所述的客户名单获取方法，其特征在于，所述名单清洗条件包括客户属性清洗条件、媒体来源清洗条件、业务配置清洗条件和去重清洗条件中的至少一个；
    所述客户属性清洗条件包括年龄、性别、居住地、收入、职业和联系地址中的至少一个；
    所述媒体来源清洗条件包括目标来源ID和/或清洗来源ID；
    所述业务配置清洗条件包括符合网络销售条件的清洗条件，所述业务配置清洗条件包括年龄、性别、居住地、收入、职业、联系地址和网络在线时间中的至少一个；
    所述去重清洗条件包括所述电话销售系统的已有客户名单。
  4. 如权利要求1所述的客户名单获取方法，其特征在于，所述基于至少一个名单清洗条件对所述目标客户名单进行清洗，获取有效客户名单，包括：
    基于所述客户属性清洗条件，从所述目标客户名单中获取与所述客户属性清洗条件相匹配的名单，作为所述有效客户名单；或者，
    基于所述媒体来源清洗条件，从所述目标客户名单中获取与所述媒体来源清洗条件相匹配的名单，作为所述有效客户名单；或者，
    基于所述业务配置清洗条件，从所述目标客户名单中获取与所述业务配置清洗条件相 匹配的名单，作为所述有效客户名单；或者，
    基于所述去重清洗条件，从所述目标客户名单中获取与所述去重清洗条件相匹配的名单，作为所述有效客户名单。
  5. 如权利要求1所述的客户名单获取方法，其特征在于，所述将所述有效客户名单发送给所述电话销售系统，包括：
    获取所述电话销售系统中的名单分配指令，所述名单分配指令包括电话销售系统的用户ID；
    基于所述名单分配指令，获取分配给所述用户ID对应的用户的待处理客户量；
    从所述有效客户名单中选取与所述待处理客户量数量一致的名单作为待处理客户清单，将所述待处理客户清单发送给所述电话销售系统。
  6. 一种客户名单获取装置，其特征在于，包括：
    原始客户名单获取模块，用于获取获客系统采集的原始客户名单；
    目标客户名单获取模块，用于对所述原始客户名单进行去重预处理，获取目标客户名单；
    客户名单请求获取模块，用于接收电话销售系统发送的名单获取请求，所述名单获取请求包括至少一个名单清洗条件；
    有效客户名单获取模块，用于基于至少一个名单清洗条件对所述目标客户名单进行清洗，获取有效客户名单；
    客户名单发送模块，用于将所述有效客户名单发送给所述电话销售系统。
  7. 如权利要求6所述的客户名单获取装置，其特征在于，所述名单清洗条件包括客户属性清洗条件、媒体来源清洗条件、业务配置清洗条件和去重清洗条件中的至少一个；
    所述客户属性清洗条件包括年龄、性别、居住地、收入、职业和联系地址中的至少一个；
    所述媒体来源清洗条件包括目标来源ID和/或清洗来源ID；
    所述业务配置清洗条件包括符合网络销售条件的清洗条件，所述业务配置清洗条件包括年龄、性别、居住地、收入、职业、联系地址和网络在线时间中的至少一个；
    所述去重清洗条件包括所述电话销售系统的已有客户名单。
  8. 如权利要求6所述的客户名单获取装置，其特征在于，所述有效客户名单获取模块包括：
    第一清洗处理单元，用于基于所述客户属性清洗条件，从所述目标客户名单中获取与 所述客户属性清洗条件相匹配的名单，作为所述有效客户名单；
    第二清洗处理单元，用于基于所述媒体来源清洗条件，从所述目标客户名单中获取与所述媒体来源清洗条件相匹配的名单，作为所述有效客户名单；
    第三清洗处理单元，用于基于所述业务配置清洗条件，从所述目标客户名单中获取与所述业务配置清洗条件相匹配的名单，作为所述有效客户名单；
    第四清洗处理单元，用于基于所述去重清洗条件，从所述目标客户名单中获取与所述去重清洗条件相匹配的名单，作为所述有效客户名单。
  9. 如权利要求6所述的客户名单获取装置，其特征在于，所述获客系统包括至少两个获客渠道；
    所述目标客户名单获取模块包括：
    重复判断单元，用于判断至少两个所述获客渠道采集的所述原始客户名单是否重复；
    去重处理单元，用于所述原始客户名单存在重复时，对重复的所述原始客户名单进行去重处理，得到所述目标客户名单。
  10. 如权利要求6所述的客户名单获取装置，其特征在于，所述客户名单发送模块，包括：
    名单分配指令获取单元，用于获取所述电话销售系统中的名单分配指令，所述名单分配指令包括电话销售系统的用户ID；
    待处理客户量获取单元，用于基于所述名单分配指令，获取分配给所述用户ID对应的用户的待处理客户量；
    客户清单发送单元，用于从所述有效客户名单中选取与所述待处理客户量数量一致的名单作为待处理客户清单，将所述待处理客户清单发送给所述电话销售系统。
  11. 一种终端设备，包括存储器、处理器以及存储在所述存储器中并可在所述处理器上运行的计算机可读指令，其特征在于，所述处理器执行所述计算机可读指令时实现如下步骤：
    获取获客系统采集的原始客户名单；
    对所述原始客户名单进行去重预处理，获取目标客户名单；
    接收电话销售系统发送的名单获取请求，所述名单获取请求包括至少一个名单清洗条件；
    基于至少一个名单清洗条件对所述目标客户名单进行清洗，获取有效客户名单；
    将所述有效客户名单发送给所述电话销售系统。
  12. 如权利要求11所述的终端设备，其特征在于，所述获客系统包括至少两个获客渠道；
    所述对所述原始客户名单进行去重预处理，获取目标客户名单，包括：
    判断至少两个所述获客渠道采集的所述原始客户名单是否重复；
    若所述原始客户名单存在重复，则对重复的所述原始客户名单进行去重处理，得到所述目标客户名单。
  13. 如权利要求11所述的终端设备，其特征在于，所述名单清洗条件包括客户属性清洗条件、媒体来源清洗条件、业务配置清洗条件和去重清洗条件中的至少一个；
    所述客户属性清洗条件包括年龄、性别、居住地、收入、职业和联系地址中的至少一个；
    所述媒体来源清洗条件包括目标来源ID和/或清洗来源ID；
    所述业务配置清洗条件包括符合网络销售条件的清洗条件，所述业务配置清洗条件包括年龄、性别、居住地、收入、职业、联系地址和网络在线时间中的至少一个；
    所述去重清洗条件包括所述电话销售系统的已有客户名单。
  14. 如权利要求11所述的终端设备，其特征在于，所述基于至少一个名单清洗条件对所述目标客户名单进行清洗，获取有效客户名单，包括：
    基于所述客户属性清洗条件，从所述目标客户名单中获取与所述客户属性清洗条件相匹配的名单，作为所述有效客户名单；或者，
    基于所述媒体来源清洗条件，从所述目标客户名单中获取与所述媒体来源清洗条件相匹配的名单，作为所述有效客户名单；或者，
    基于所述业务配置清洗条件，从所述目标客户名单中获取与所述业务配置清洗条件相匹配的名单，作为所述有效客户名单；或者，
    基于所述去重清洗条件，从所述目标客户名单中获取与所述去重清洗条件相匹配的名单，作为所述有效客户名单。
  15. 如权利要求11所述的终端设备，其特征在于，所述将所述有效客户名单发送给所述电话销售系统，包括：
    获取所述电话销售系统中的名单分配指令，所述名单分配指令包括电话销售系统的用户ID；
    基于所述名单分配指令，获取分配给所述用户ID对应的用户的待处理客户量；
    从所述有效客户名单中选取与所述待处理客户量数量一致的名单作为待处理客户清 单，将所述待处理客户清单发送给所述电话销售系统。
  16. 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计算机可读指令，其特征在于，所述计算机可读指令被处理器执行时实现如下步骤：
    获取获客系统采集的原始客户名单；
    对所述原始客户名单进行去重预处理，获取目标客户名单；
    接收电话销售系统发送的名单获取请求，所述名单获取请求包括至少一个名单清洗条件；
    基于至少一个名单清洗条件对所述目标客户名单进行清洗，获取有效客户名单；
    将所述有效客户名单发送给所述电话销售系统。
  17. 如权利要求16所述的计算机可读存储介质，其特征在于，所述获客系统包括至少两个获客渠道；
    所述对所述原始客户名单进行去重预处理，获取目标客户名单，包括：
    判断至少两个所述获客渠道采集的所述原始客户名单是否重复；
    若所述原始客户名单存在重复，则对重复的所述原始客户名单进行去重处理，得到所述目标客户名单。
  18. 如权利要求16所述的计算机可读存储介质，其特征在于，所述名单清洗条件包括客户属性清洗条件、媒体来源清洗条件、业务配置清洗条件和去重清洗条件中的至少一个；
    所述客户属性清洗条件包括年龄、性别、居住地、收入、职业和联系地址中的至少一个；
    所述媒体来源清洗条件包括目标来源ID和/或清洗来源ID；
    所述业务配置清洗条件包括符合网络销售条件的清洗条件，所述业务配置清洗条件包括年龄、性别、居住地、收入、职业、联系地址和网络在线时间中的至少一个；
    所述去重清洗条件包括所述电话销售系统的已有客户名单。
  19. 如权利要求16所述的计算机可读存储介质，其特征在于，所述基于至少一个名单清洗条件对所述目标客户名单进行清洗，获取有效客户名单，包括：
    基于所述客户属性清洗条件，从所述目标客户名单中获取与所述客户属性清洗条件相匹配的名单，作为所述有效客户名单；或者，
    基于所述媒体来源清洗条件，从所述目标客户名单中获取与所述媒体来源清洗条件相匹配的名单，作为所述有效客户名单；或者，
    基于所述业务配置清洗条件，从所述目标客户名单中获取与所述业务配置清洗条件相 匹配的名单，作为所述有效客户名单；或者，
    基于所述去重清洗条件，从所述目标客户名单中获取与所述去重清洗条件相匹配的名单，作为所述有效客户名单。
  20. 如权利要求16所述的计算机可读存储介质，其特征在于，所述将所述有效客户名单发送给所述电话销售系统，包括：
    获取所述电话销售系统中的名单分配指令，所述名单分配指令包括电话销售系统的用户ID；
    基于所述名单分配指令，获取分配给所述用户ID对应的用户的待处理客户量；
    从所述有效客户名单中选取与所述待处理客户量数量一致的名单作为待处理客户清单，将所述待处理客户清单发送给所述电话销售系统。
PCT/CN2018/077299 2017-11-27 2018-02-27 客户名单获取方法、装置、终端设备及存储介质 Ceased WO2019100617A1 (zh)

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