CN109542528B - Customer information processing method, device, computer equipment and storage medium - Google Patents
Customer information processing method, device, computer equipment and storage medium Download PDFInfo
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Abstract
本申请涉及一种客户信息处理方法、装置、计算机设备和存储介质。所述方法包括：接收第一终端基于父程序发送的子程序链接；所述子程序链接包括群组标识和目标客户标识；将所述子程序链接推送至所述目标客户标识对应的第二终端；当监测到第二终端对所述子程序链接的启动操作时，获取所述目标客户标识对应的父程序标识；根据所述父程序标识和群组标识生成客户管理请求，将所述客户管理请求发送至所述父程序对应的数据接口，使所述数据接口将所述目标客户的父程序标识添加至所述群组标识对应的业务群组。采用本方法能够提高客户管理效率。
The present application relates to a method, apparatus, computer equipment and storage medium for processing customer information. The method comprises: receiving a subprogram link sent by a first terminal based on a parent program; the subprogram link comprises a group identifier and a target customer identifier; pushing the subprogram link to a second terminal corresponding to the target customer identifier; when monitoring the start-up operation of the subprogram link by the second terminal, obtaining the parent program identifier corresponding to the target customer identifier; generating a customer management request according to the parent program identifier and the group identifier, sending the customer management request to the data interface corresponding to the parent program, so that the data interface adds the parent program identifier of the target customer to the business group corresponding to the group identifier. The use of this method can improve customer management efficiency.
Description
Technical Field
The present application relates to the field of computer technologies, and in particular, to a method and apparatus for processing client information, a computer device, and a storage medium.
Background
As the size of enterprises increases, the number of owned customers increases, making it important how to manage customers efficiently. Facing existing customers, businesses need to maintain customers' interest in products offered by the business. Facing potential customers, businesses need to guide customers into interest in products offered by the business. In a conventional manner, in order to promote customers to generate and maintain interest in products offered by an enterprise, the enterprise relies primarily on related business personnel to continuously interact with the customer. However, in the face of a large number of scattered clients, service personnel often miss interaction, and it is difficult to ensure the timeliness of client management, that is, the client management efficiency is reduced.
Disclosure of Invention
In view of the foregoing, it is desirable to provide a client information processing method, apparatus, computer device, and storage medium capable of improving client management efficiency.
A client information processing method comprises the steps of receiving a sub-program link sent by a first terminal based on a parent program, pushing the sub-program link to a second terminal corresponding to a target client identifier, obtaining the parent program identifier corresponding to the target client identifier when the starting operation of the second terminal on the sub-program link is monitored, generating a client management request according to the parent program identifier and the group identifier, sending the client management request to a data interface corresponding to the parent program, and enabling the data interface to add the parent program identifier of the target client to a service group corresponding to the group identifier.
In one embodiment, the method further comprises the steps of marking the subroutine link as a forwarding link when the forwarding operation of the second terminal on the subroutine link is monitored, wherein the forwarding link comprises an indirect client identifier and a business card which is the same as that in the subroutine link, pushing the forwarding link to a terminal corresponding to the indirect client identifier according to the forwarding operation, and adding a parent program identifier of the indirect client to a corresponding business group according to the business card when the starting operation of the terminal corresponding to the indirect client identifier on the forwarding link is monitored.
In one embodiment, the method further comprises the steps of receiving a business group login request triggered by a user terminal based on a preset button in a subprogram, wherein the login request carries a parent program identification, the user terminal comprises the first terminal or the second terminal, identifying a user category corresponding to the parent program identification, returning the parent program identification to the first terminal to serve as a first group when the user category is a business person, enabling the first terminal to display the first group, enabling the first group to comprise the parent program identification corresponding to the business person and the parent program identification of a plurality of corresponding clients, returning the parent program identification to serve as a second group when the user category is a target client, enabling the second terminal to display the second group, and enabling the second terminal to include the parent program identification of the business person corresponding to the target client.
In one embodiment, the method further comprises the steps of receiving a client interaction request sent by the first terminal based on the first group, enabling the client interaction to comprise an interaction mode, returning a first window corresponding to the first group to the first terminal when the interaction mode is the first mode, enabling the first terminal to input interaction information based on the first window and send the interaction information to second terminals corresponding to all target clients in the first group, returning a second window corresponding to the first group to the first terminal when the interaction mode is the second mode, enabling the first terminal to select one target client identifier based on the second window, inputting the interaction information and sending the interaction information to the second terminals corresponding to the selected target client identifiers.
In one embodiment, the method further comprises the steps of pushing at least one piece of motivational activity information to a second terminal based on the subprogram, receiving input resources of a target client based on the subprogram returned by the second terminal, converting the input resources according to the motivational activity information to obtain corresponding output resources, and transferring the output resources to the second terminal.
In one embodiment, the input resource comprises a travel step number, when the starting operation of the second terminal on the subroutine link is monitored, a parent program label of each target client in the service group and the travel step number of each target client in a preset period are obtained, the travel step numbers of the target clients are ordered, and the parent program labels and the travel step numbers corresponding to the target clients are displayed according to the ordering.
The client information processing device comprises a link pushing module, a group identification module and a group allocation module, wherein the link pushing module is used for receiving a sub-program link sent by a first terminal based on a parent program, the sub-program link comprises a group identification and a target client identification, pushing the sub-program link to a second terminal corresponding to the target client identification, the group identification module is used for acquiring the parent program identification corresponding to the target client identification when the starting operation of the second terminal on the sub-program link is monitored, and the group allocation module is used for generating a client management request according to the parent program identification and the group identification, sending the client management request to a data interface corresponding to the parent program and enabling the data interface to add the parent program identification of the target client to a service group corresponding to the group identification.
In one embodiment, the device further comprises a group reassignment module, wherein the group reassignment module is used for marking the subroutine link as a forwarding link when the forwarding operation of the second terminal on the subroutine link is monitored, the forwarding link comprises an indirect client identifier and a business card which is the same as that in the subroutine link, the forwarding link is pushed to a terminal corresponding to the indirect client identifier according to the forwarding operation, and the parent program identifier of the indirect client is added to a corresponding business group according to the business card when the starting operation of the terminal corresponding to the indirect client identifier on the forwarding link is monitored.
A computer device comprising a memory storing a computer program and a processor implementing the steps of the client information processing method provided in any one of the embodiments of the application when the computer program is executed.
A computer-readable storage medium having stored thereon a computer program which, when executed by a processor, implements the steps of the client information processing method provided in any one of the embodiments of the present application.
The client information processing method, the client information processing device, the computer equipment and the storage medium are characterized in that a first terminal is based on a sub-program link sent by a parent program, the sub-program link can be pushed to a second terminal corresponding to a corresponding target client according to a target client identifier carried by the sub-program link, when the starting operation of the second terminal on the sub-program link is monitored, the parent program identifier corresponding to the target client identifier can be obtained, a client management request can be generated according to the parent program identifier and a group identifier carried by the sub-program link, and the client management request is sent to a data interface corresponding to the parent program, so that the data interface can add the parent program identifier of the target client to a service group corresponding to the group identifier. Because the corresponding business group is created based on the father program aiming at each salesman, and the father program identification of the new customer is added to the business group corresponding to the corresponding salesman every time the salesman expands the new customer, a large number of scattered customers are concentrated to one business group, so that the salesman can manage the customers in time based on the father program, and the customer management efficiency is improved.
Drawings
FIG. 1 is an application scenario diagram of a client information processing method in one embodiment;
FIG. 2 is a flow diagram of a method of processing client information in one embodiment;
FIG. 3 is a flow chart illustrating the steps of intermediate client management in one embodiment;
FIG. 4 is a flowchart illustrating steps of subroutine link pushing in one embodiment;
FIG. 5 is a flow chart illustrating steps of product transaction monitoring in one embodiment;
FIG. 6 is a block diagram showing a configuration of a client information processing apparatus in one embodiment;
Fig. 7 is an internal structural diagram of a computer device in one embodiment.
Detailed Description
The present application will be described in further detail with reference to the drawings and examples, in order to make the objects, technical solutions and advantages of the present application more apparent. It should be understood that the specific embodiments described herein are for purposes of illustration only and are not intended to limit the scope of the application.
The client information processing method provided by the application can be applied to an application environment shown in figure 1. Wherein the first terminal 102 communicates with the server 104 via a network and the second terminal 106 communicates with the server 104 via a network. The first terminal 102 and the second terminal 106 may be, but are not limited to, various personal computers, notebook computers, smart phones, tablet computers, and portable wearable devices, respectively. The server 104 may be implemented as a stand-alone server or as a server cluster of multiple servers. The salesman may push product information to the second terminal 106 corresponding to the target customer through the first terminal 102. Specifically, the first terminal 102 transmits a child program link to the server 104 based on the parent program. The parent program may be a WeChat platform and the child program may be an applet running on the WeChat platform. The subroutine link includes a business card and a target customer identification. The server 104 forwards the subroutine link to the second terminal 106 corresponding to the corresponding target client according to the target client identification. The target client may operate on the corresponding applet by touching the subroutine link. The server 104 monitors whether a startup operation of the subroutine link occurs at the second terminal. When the starting operation of the second terminal 106 on the sub-program link is monitored, the server 104 generates a client management request according to the business card of the business person, and sends the client management request to the data interface corresponding to the parent program, so that the data interface reads the group identifier corresponding to the business card of the business person and the parent program identifier corresponding to the target client identifier in the server corresponding to the parent program according to the client management request. The server 104 receives the group identifier corresponding to the business card of the business person and the parent program identifier corresponding to the target client identifier returned by the data interface, and adds the parent program identifier of the target client to the business group corresponding to the group identifier. According to the client management process, corresponding service groups are created for each salesman based on the father program, and each time the salesman expands a new client, the father program identification of the new client is added to the service group corresponding to the corresponding salesman, a large number of scattered clients are concentrated to one service group, so that the salesman can manage the clients in time based on the father program, and the client management efficiency is improved.
In one embodiment, as shown in fig. 2, a client information processing method is provided, and the method is applied to the server in fig. 1 for illustration, and includes the following steps:
Step 202, receiving a sub-program link sent by the first terminal based on a parent program, wherein the sub-program link comprises a business card of a business person and a target client identifier.
And step 204, pushing the subroutine link to a second terminal corresponding to the target client identifier.
The present embodiment provides a subroutine for product transactions, denoted as a first subroutine. The first sub-program runs in the parent program. The parent program may be a WeChat platform and the first child program may be an applet running on the WeChat platform. The first subroutine is directed to both the business person and the customer. The first subroutine may exhibit different content at the salesman side and the client side. The server corresponding to the first subprogram stores a person management information table in advance. The personnel management information table records the identification information of a plurality of operators, such as identification card numbers, mobile phone numbers, father program identifications and the like. The first subroutine identifies the registered user based on the person-who-manages information table, that is, whether the user is a salesman or a client. It is easy to understand that if the registration information has a corresponding salesman identifier in the person management information table, the user is a salesman, otherwise, the user is indicated as a client. The first subprogram adds a user tag corresponding to each registered account according to the identification result. The user tag may be a salesman or a customer. When the first subprogram receives a login request of a user, selecting a page to be displayed, such as a service operator side page or a client side page, according to a user tag.
The present embodiment also provides a subroutine for transaction assistance, denoted as a second subroutine. The second sub-program runs in the parent program. The parent program may be a WeChat platform and the second child program may be a applet running on the WeChat platform. It is to be readily understood that the second sub-program and the first sub-program may be the same application program, which is not limited thereto.
The salesman can push the sub-program link to the second terminal corresponding to the target client based on the parent program at the first terminal. The subroutine link may be a first subroutine link or a second subroutine link. When a salesman needs to recommend a product to a target customer, a link of a first sub-program (hereinafter referred to as a "product transaction link") may be transmitted to a server based on a parent program at a first terminal. When the salesman considers that transaction assistance is required for the target client, a link of the second sub-program (hereinafter referred to as "transaction assistance link") may be transmitted to the server based on the parent program at the first terminal. The subroutine link includes a business card and a target customer identification. And the server forwards the subroutine link to a second terminal corresponding to the target client identifier.
And 206, acquiring a parent program identifier corresponding to the target client identifier when the starting operation of the second terminal on the sub program link is monitored.
The business card comprises the name of the business person, a contact phone, a parent program identification, a group identification, a seniority introduction, and the like. The parent program identifier may be an account number of a salesman based on the parent program, such as a WeChat account number. The group identification may be identification information of a service group corresponding to the service person. The business group may be a parent program group, such as a micro-community, with a business person and multiple clients responsible for management thereof. The corresponding group identification may be a WeChat account number or the like. The service group can be created by a service person in advance based on a parent program, or can be created by a child program from the parent program according to a group construction request triggered by the child program.
It will be readily appreciated that the business card may also include the business person's popularity index, number of endorsements, customer ratings, etc. The popularity index may be calculated by the subroutine based on the activity level, the number of members, the new speed of members, etc. of the business group corresponding to the business person.
The target client can start the sub-program link at the second terminal, and then operate the corresponding sub-program. And when the server corresponding to the subprogram monitors the starting operation of the target client on the subprogram link at the second terminal, sending a parent program information reading request to the second terminal. And the second terminal reads the identification information of the parent program, namely the parent program identification, of the parent program to which the child program is attached according to the parent program information reading request. The parent program identification may be based on account information of the parent program, such as WeChat account number, etc., of the target client.
Step 208, generating a client management request according to the parent program identifier and the group identifier, and sending the client management request to a data interface corresponding to the parent program, so that the data interface adds the parent program identifier of the target client to the service group corresponding to the group identifier.
And the server corresponding to the subprogram generates a client management request according to the parent program identifier corresponding to the target client and the group identifier in the business card of the service person, and sends the client management request to the data interface corresponding to the parent program. And the data interface corresponding to the parent program forwards the client management request to the server corresponding to the parent program. And the server corresponding to the parent program adds the parent program identifier corresponding to the target client to the service group corresponding to the group identifier according to the client management request.
In this embodiment, the first terminal may push the sub-program link to the second terminal corresponding to the corresponding target client based on the sub-program link sent by the parent program according to the target client identifier carried by the sub-program link, obtain the parent program identifier corresponding to the target client identifier when the second terminal monitors the start operation of the sub-program link, generate the client management request according to the parent program identifier and the group identifier carried by the sub-program link, and send the client management request to the data interface corresponding to the parent program, so that the data interface may add the parent program identifier of the target client to the service group corresponding to the group identifier. Because the corresponding business group is created based on the father program aiming at each salesman, and the father program identification of the new customer is added to the business group corresponding to the corresponding salesman every time the salesman expands the new customer, a large number of scattered customers are concentrated to one business group, so that the salesman can manage the customers in time based on the father program, and the customer management efficiency is improved.
In one embodiment, as shown in fig. 3, the method further includes the step of indirect client management, specifically including:
And 302, marking the subroutine link as a forwarding link when the forwarding operation of the subroutine link by the second terminal is monitored, wherein the forwarding link comprises an indirect client identifier and the same business card as in the subroutine link.
Step 304, pushing the forwarding link to the terminal corresponding to the indirect client identifier according to the forwarding operation.
And 306, when the starting operation of the terminal corresponding to the indirect client identification on the forwarding link is monitored, adding the parent program identification of the indirect client to the corresponding service group according to the business card of the business person.
The subroutine provides a "forward" control. When the second terminal detects the touch operation of the target client (also called as 'direct client') on the control, the subroutine link pushed to the target client by the salesman is forwarded to the terminal corresponding to the indirect client according to the receiving object selected by the target client (called as 'indirect client' hereinafter). The subroutine link being forwarded (denoted as "forwarding link") contains the same business card as the subroutine link that the business person pushed to the target customer. When the terminal corresponding to the indirect client detects the starting operation of the indirect client on the forwarding link, the parent program identification of the indirect client is added to the service group to which the direct client belongs in the mode.
In this embodiment, not only direct clients that the salesmen expand by themselves are managed, but also indirect clients that the direct clients assist in expanding are managed, so that the salesmen can manage a large number of and scattered clients in order, and management efficiency is improved.
In one embodiment, the method further comprises the steps of receiving a business group login request triggered by a user terminal based on a preset button in a subprogram, wherein the login request carries a parent program identification, the user terminal comprises a first terminal or a second terminal, identifying a user category corresponding to the parent program identification, returning the business group corresponding to the parent program identification to the first terminal to be recorded as a first group when the user category is a business person, enabling the first terminal to display the first group, enabling the first group to comprise the parent program identification corresponding to the business person and the parent program identifications of a plurality of corresponding clients, returning the business group corresponding to the parent program identification to the second terminal to be recorded as a second group when the user category is a target client, and enabling the second terminal to display the second group when the user category is the target client.
The login entry of the service group may be a subroutine or a parent program, and the service group is logged in based on the subroutine, which will be described below as an example, and the operation authority of the service group is different between the service person and the client. Specifically, the subroutine provides a "group view" control. When the user terminal receives the touch operation triggered by the user on the control, a business group login request is generated according to the touch operation, and the login request is sent to a server corresponding to the subroutine. And the server identifies the user category of the login user according to the parent program identifier carried in the login request. The user categories include business operators and clients.
When the user class is a salesman, the user is the salesman, and the server of the subprogram sends a first group login request to the server corresponding to the parent program. And the server corresponding to the parent program returns a message of the first group to the first terminal corresponding to the salesman according to the first group login request. When the user category is client, the user is client, and the server of the subprogram sends a second group login request to the server corresponding to the parent program. And the server corresponding to the parent program returns a message of the second group to the second terminal corresponding to the client according to the second group login request. The first group and the second group are different display modes of the same service group. The first group comprises parent program identifications corresponding to the salesmen and parent program identifications of a plurality of clients managed by the salesmen, and the second group only comprises the parent program identifications of the target clients corresponding to the salesmen. In other words, the salesman can view all member information in the business group based on the first group, and the client can only view the information of the corresponding salesman based on the second group. In still other words, the traffic group is shielded from each other among the plurality of clients within the group.
In this embodiment, different operation authorities are configured for the service group based on the service personnel and the clients, so that the service group can perform information shielding between the clients under the condition that the service personnel can manage the clients conveniently, and the actual operation requirements are met.
In one embodiment, the method further comprises the steps of receiving a client interaction request sent by the first terminal based on the first group, enabling the client interaction to comprise an interaction mode, returning a first window corresponding to the first group to the first terminal when the interaction mode is the first mode, enabling the first terminal to input interaction information based on the first window and send the interaction information to second terminals corresponding to all target clients in the first group, returning a second window corresponding to the first group to the first terminal when the interaction mode is the second mode, enabling the first terminal to select one target client identifier based on the second window, inputting the interaction information, and sending the interaction information to the second terminal corresponding to the selected target client identifier.
In one embodiment, the method further comprises pushing at least one piece of motivational activity information to the second terminal based on the subprogram, receiving input resources of a target client based on the subprogram returned by the second terminal, converting the input resources according to the motivational activity information to obtain corresponding output resources, and transferring the output resources to the second terminal.
The incentive activity information may be information of any activity for promoting a close contact between the customer and the enterprise to increase the interest level of the customer in the enterprise and the products provided by the enterprise, such as public welfare donation steps, forward gift, questionnaire drawing, etc. It is to be readily understood that the motivational activity may also be other content, without limitation. The incentive activity information includes input resources, output resources, and conversion modes and conversion conditions for converting the input resources into the output resources. In other words, the target client may redeem the input resource for the corresponding output resource.
For example, the input resource corresponding to the motivating activity "public welfare donation step" may be the travel step number in the activity period, the output resource may be public welfare fund, the conversion mode may be to preset the corresponding relation between various travel step number intervals and public welfare fund, and the conversion condition may be the end of the activity time or a conversion instruction triggered by the client. In another embodiment, in the "public welfare donation step" excitation activity, when the starting operation of the second terminal on the sub-program link is monitored, a parent program label of each target client in the service group and the travel step number of each target client in a preset period are obtained, the travel step numbers of a plurality of target clients are ordered, and the parent program labels and the travel step numbers corresponding to the target clients are displayed according to the ordering. In other words, the server counts the travel steps of the salesman and the client entering the subroutine by touching the subroutine link pushed by the salesman, namely counts the travel steps of each member in the service group, and issues the counting result to the terminal corresponding to each member. The statistical result comprises row step number ranks corresponding to the members and parent program labels of the members. The parent tag does not include a parent identification. The user can view the statistics based on the subroutine. In other words, although the business group shields information among clients, a plurality of clients managed by the same business person can obtain activity participation information based on the subroutines, so that static interaction among the clients is promoted, the interaction mode does not need participation of the business person, interaction pressure of the business person is reduced, and further, management efficiency of the clients is improved.
The input resources corresponding to the incentive activity 'forwarding gift' can be forwarding appointed information, such as subroutine links pushed by forwarding operators, the output resources can be incentive resources such as discount coupons, points, red packages or appointed products, the conversion mode can be preset output resources corresponding to various forwarding operations respectively, and the conversion condition can be that the forwarding operation on the appointed information is completed successfully.
The input resources corresponding to the motivation activity of 'questionnaire lottery' can be input questionnaire investigation information, and the output resources can also be randomly extracted motivation resources. In another embodiment, in the excitation activity of 'questionnaire lottery', the server can analyze the client characteristics according to the questionnaire investigation information input by the target client, further conduct product recommendation based on the client characteristics, and display the product recommendation information and the excitation resource extraction result to the target client at the same time.
The server monitors the input resources of the target client based on the second terminal according to the excitation activity information, converts the input resources when the input resources meet the conversion conditions to obtain corresponding output resources, and transfers the output resources to the second terminal.
In this embodiment, the target client may exchange the corresponding output resource with the input resource, and interact with the target client in a resource-excited manner, that is, the subroutine itself provides a manner of interacting with the client, and this manner does not require participation of a service person, so as to reduce interaction pressure of the service person, and further improve client management efficiency.
In one embodiment, as shown in fig. 4, the step of receiving the sub-program link, that is, the sub-program link push, sent by the first terminal based on the parent program specifically includes:
Step 402, monitoring a product review record of a customer at a target website based on a second terminal.
A customer with a product purchase intent may leave a product review record at the product transaction platform. The product transaction platform can be the first subprogram and the second subprogram provided by the application, and can also be other platforms. The product consulting record can be a searching record of the relevant information of the product by the customer at the product transaction platform, a consulting record of the product transaction customer service and the like. In order to actively find the target clients, the server corresponding to the first subprogram crawls the product reference records of different clients from the designated product transaction platform according to the preset time frequency.
And step 404, generating a target client table according to the product reference record, wherein the target client table records the client identification information of a plurality of target clients.
In one embodiment, a target client table is generated according to a product lookup record, and the method comprises the steps of detecting whether the product lookup record contains client identification information, marking a client as a target client if the product lookup record contains the client identification information, analyzing the product lookup record to obtain corresponding product demand information, and recording the client identification information and the product demand information of the target client to the target client table.
The server analyzes the product review record and detects whether the product review record contains customer identification information. The customer identification information refers to information capable of uniquely identifying a customer, such as an identification card number, a mobile phone number, a mail box number, and the like. In another embodiment, the client identification information may also be a terminal identification, such as a hardware identification code or an IP address. If the product reference record contains the client identification information, marking the corresponding client as a target client, and recording the client identification information of the target client to a target client table. The target client can be a potential client, an existing client, or an attrition client. The target client table is used for recording the relevant information of all the discovered target clients needing follow-up.
It should be noted that, the depth of product review by different customers on the product transaction platform and the corresponding detailed degree of product review record are different, so that the relevant information of the target customer obtained by analysis may be different, for example, the product demand information beyond the customer identification information is obtained by analysis, and the product demand information is also recorded in the target customer table.
And step 406, the target client list is sent to the first terminal, so that the first terminal obtains the attribute information of the target client from the corresponding second terminal according to the client identification information.
The target client table is available for the salesman to review based on the corresponding first terminal. In another embodiment, the server pushes the target client table to first terminals corresponding to the plurality of operators, and the operators follow up the target clients in the target client table. It will be readily appreciated that the business person may also discover and contact the target customer in other ways, without limitation. For example, the target client obtains the contact information of the service person through other clients, and according to the contact information, the service person actively consults with the service person, and the service person obtains the contact information of the target client.
And the salesman contacts with the corresponding target client according to the client identification information through the first terminal, so that the target client is followed. If the server detects that the target client has a salesman to follow, the client identification information of the corresponding target client is deleted from the target client table. For example, when the target client registers an account number of the subroutine or joins a service group corresponding to a certain service member, it indicates that the target client has a service member to follow up. When the target client is followed by the corresponding salesmen, the corresponding client identification information is deleted from the target client table, so that the situation that a plurality of salesmen frequently contact the target client to reduce the client experience can be avoided.
And the service personnel acquires the attribute information of the target client through the first terminal. The attribute information includes information such as the name, sex, age, occupation, marital status, cultural level, occupation, property status, health status, history transaction record, product demand, etc. of the target customer. It is easy to understand that if the attribute information is contained in the product review record, the salesman does not need to ask the target customer for the attribute information again.
And step 408, receiving product recommendation information returned by the first terminal based on the attribute information.
And step 410, verifying the product recommendation information, generating a product transaction link based on the verified product recommendation information, and pushing the product transaction link to the second terminal, so that the second terminal can display a transaction success prompt when detecting that the target client confirms the product recommendation information based on the product transaction link.
The salesman can recommend products according to the attribute information of the clients, and the product recommendation information is sent to the server based on the first subprogram. And the server checks the product recommendation information, if the product recommendation information passes the check, a corresponding product transaction link is generated, and the product transaction link is pushed to the first terminal. When the target client confirms the product recommendation information based on the product transaction link, the transaction payment page is displayed, and the transaction success prompt is displayed according to the successful payment operation of the target client on the transaction payment page. For example, the client desires to purchase the insurance product, and the subroutine performs verification on the product recommendation information based on preset verification rules corresponding to different insurance products, such as whether the client has purchase rights or not. If the verification passes, the subroutine converts the product recommendation information by using a preset formula to generate an insurance plan, and the insurance plan is pushed to a first terminal corresponding to the target client. When the client confirms the insurance confirmation, the premium payment page is displayed, and when the successful payment operation corresponding to the premium payment page is detected, a corresponding policy is generated, so that the product transaction is completed.
In the embodiment, according to the attribute information of the target client, the service personnel personally recommends the product, the complexity of inquiring operation before transaction is reduced, the threshold of independently purchasing the product by the target client is reduced, and therefore the product transaction efficiency is improved.
In one embodiment, the method further comprises the steps of carrying out multi-mode product transaction, specifically comprising the steps of receiving a product transaction request sent by a second terminal, wherein the product transaction request comprises a transaction mode and customer identification information, pushing the customer identification information to the first terminal when the transaction mode is a first assistance mode, enabling the first terminal to acquire attribute information of a target customer from the second terminal according to the customer identification information, receiving product recommendation information returned by the first terminal based on the attribute information, acquiring customer labels of the target customer when the transaction mode is the second assistance mode, acquiring product labels corresponding to various products respectively, obtaining the product recommendation information by matching the customer labels with the product labels, and returning the product recommendation information to the second terminal.
In addition to actively following the customer by the salesman according to the target customer table in the manner described above, the customer may also initiate a product transaction at any time based on the first subroutine. Multiple product transaction modes, such as a self-service mode, an assistance mode, etc., can be implemented based on the first subroutine. The self-service mode refers to a mode that a customer purchases a product in a subroutine by himself. The assistance mode refers to a mode in which a customer is guided by a salesman or a machine to make a purchase of a product. The customer freely selects a transaction mode according to the knowledge of the customer about the product.
In the self-service mode, the customer searches the first subprogram by himself, and enters product purchase information, such as age, identification card number, product information and the like, in the first subprogram. And the first subprogram checks the product purchase information, and if the product purchase information passes the check, a corresponding product transaction order is generated.
The assistance mode includes a first assistance mode and a second assistance mode. The first assistance mode refers to a mode that a salesman participates in, and the salesman guides a customer to purchase products, and the second assistance mode refers to a mode that a server corresponding to the subprogram guides the customer to purchase products.
In the first assistance mode, the target client needs to leave corresponding client identification information in the first subroutine. The server records the customer identification information to the target customer table in the manner described above, thereby enabling the salesman to follow up on the target customer. The salesman may recommend products according to the attribute information of the target client in the above manner, fill in the attribute information of the target client in the first subroutine, and select recommended product information. And the first subprogram checks the entered attribute information and product information according to the above. And if the verification is passed, generating a product transaction link. And pushing the product transaction link to a second terminal corresponding to the target client by the service staff at the first terminal based on the parent program. And the target client browses, modifies or confirms the product recommendation information carried by the product transaction link based on the parent program. When the target client modifies the product recommendation information, the subroutine again checks the modified product recommendation information. The dual checking mechanism can improve the checking accuracy. And when the target client confirms the product recommendation information, transaction payment is completed according to the mode.
In the second assistance mode, the server corresponding to the first subroutine acquires the client tag of the target client. The server prestores product labels corresponding to various products respectively. The product label may reflect characteristics of the product's applicable customer. And the server predicts the products possibly interested by the client through label matching, and obtains product recommendation information corresponding to the target client. The server transmits the product recommendation information to the second terminal. The target clients conduct product transaction according to the product recommendation information, so that product transaction thresholds are greatly reduced, and product transaction efficiency is improved.
In the embodiment, the sub program link can only be forwarded in the parent program environment and cannot be copied, so that the information security can be improved, in addition, the sub program supports multiple transaction modes, can timely respond to the product transaction requirements of different clients, improves the product transaction flexibility, and further improves the product transaction efficiency.
In one embodiment, as shown in fig. 5, after receiving the sub-program link sent by the first terminal based on the parent program, the method further includes a step of monitoring a product transaction, specifically including:
In step 502, the second terminal monitors the operation behavior data of the target client based on the subroutine link, and the product transaction link comprises the identification of the salesman.
The target client can operate the first subprogram or the second subprogram corresponding to the subprogram link through the touch operation of the subprogram link. The first subprogram and the second subprogram are respectively provided with a plurality of control pieces with embedded points. Besides the first subprogram and the second subprogram provided by the application, the embedded points can be preset for other application programs, and the application is not limited. The first subroutine is described below as an example. The first subroutine monitors touch operations of the target client on different buried point controls at different times based on the preset buried points. The controls may be buttons, links, windows, text boxes, and the like. The touch operation includes clicking, long pressing, short pressing, sliding, or the like. The target program records the corresponding operation behavior data. The operational behavior data includes operational records of the target customer for at least one touched control, such as opening a product transaction link, reading soft text, and the like. Wherein the operation record includes an operation time and the like.
Step 504, the second terminal determines whether to need to feed back the operation behavior data according to the feedback labels corresponding to the preset plurality of embedded point controls.
The second terminal detects whether the touched control belongs to the embedded point control, if so, judges whether the corresponding embedded point control has a corresponding feedback label, and when the corresponding feedback label is provided, the operation record corresponding to the touched control needs to be fed back.
Step 506, if feedback is needed, the second terminal reports the operation behavior data to the server, so that the server forwards the operation behavior data to the first terminal corresponding to the service personnel identifier.
If the target client feeds back to the service staff based on the touch operation requirement of a certain embedded point control, a corresponding feedback label is pre-configured for the embedded point control. When the touched control belongs to the embedded point control, the first subprogram further judges whether the embedded point control to which the touched control belongs has a corresponding feedback label. If the feedback label is provided, the operation behavior data corresponding to the touched control needs to be fed back. When the feedback label is provided, the first subprogram reports the operation record corresponding to the touched control by the target client to the server. And the server feeds back the operation behavior data to a first terminal corresponding to the business card of the business person.
In step 508, the second terminal receives the transaction assistance link returned by the first terminal based on the operation behavior data.
Step 510, the second terminal obtains corresponding product pushing information based on the transaction assistance link.
When the salesman considers that transaction assistance is needed for the client according to the operation behavior data, a transaction assistance link can be pushed to the second terminal at the first terminal based on the parent program. And when the starting operation of the target client on the transaction assistance link is detected, the second terminal displays the transaction assistance page. The salesmen and the target clients can communicate in real time on the transaction assistance page, such as further detailed communication of product requirements, or re-product recommendation according to further communication results. The product pushing information obtained based on the transaction assistance link may be the product transaction link, or may be text description, etc., and the pushing mode is not limited.
In this embodiment, the current state of the target client, that is, the current operation behavior data based on the product transaction link is timely fed back to the salesman, so that the salesman can adjust the product pushing information more timely and pointedly according to the operation behavior data, and further the product data pushing conversion rate can be improved.
In one embodiment, the method further comprises the steps of obtaining an access record of the product transaction link when closing operation of the product transaction link is detected, storing the access record, reading the access record of the product transaction link when starting operation of the product transaction link is detected, wherein the access record comprises access time and exit page category, obtaining a corresponding initial page according to the exit page category corresponding to the last time of accessing the product transaction link, and loading the initial page.
The server deploys the database and additionally maintains a client tracking table in the database. The client tracking table is used to record the time each time the target client uses the first subroutine, browse the records, etc. The browse record includes page categories corresponding to pages being presented when exiting the first subroutine (hereinafter "exit pages"). The page category of the exit page may be product, information, soft text, settings, etc.
When the target client opens the first subprogram again, the first subprogram reads the browsing record of the target client identifier on the first subprogram in the last time, and automatically displays the exit page or the initial page of the page category corresponding to the exit page according to the browsing record.
In another embodiment, the first subroutine provides a "show salesman share page" control. Through the control, the target client can view the page corresponding to the product transaction link sent by the salesman at any time.
In this embodiment, the browsing record of the target client to the first sub-program is recorded, and page loading is performed based on the browsing record, so that the loaded page content better meets the client requirement, the operation convenience of the target client based on the first sub-program can be improved, and further the product data pushing conversion rate is indirectly improved.
It should be understood that, although the steps in the flowcharts of fig. 2 to 5 are sequentially shown as indicated by arrows, these steps are not necessarily sequentially performed in the order indicated by the arrows. The steps are not strictly limited to the order of execution unless explicitly recited herein, and the steps may be executed in other orders. Moreover, at least some of the steps in fig. 2-5 may include multiple sub-steps or stages that are not necessarily performed at the same time, but may be performed at different times, and the order of execution of the sub-steps or stages is not necessarily sequential, but may be performed in turn or alternately with at least some of the other steps or sub-steps of other steps.
In one embodiment, as shown in FIG. 6, a client information processing apparatus is provided, comprising a link pushing module 602, a group identification module 604, and a group allocation module 606, wherein:
the link pushing module 602 is configured to receive a subroutine link sent by the first terminal based on the parent program, where the subroutine link includes a group identifier and a target client identifier, and push the subroutine link to a second terminal corresponding to the target client identifier.
And the group identification module 604 is configured to acquire a parent program identifier corresponding to the target client identifier when the start operation of the second terminal on the sub program link is monitored.
The group allocation module 606 is configured to generate a client management request according to the parent program identifier and the group identifier, send the client management request to a data interface corresponding to the parent program, and enable the data interface to add the parent program identifier of the target client to the service group corresponding to the group identifier.
In one embodiment, the apparatus further includes a group reassignment module 608 configured to mark the subroutine link as a forwarding link when a forwarding operation of the subroutine link by the second terminal is detected, the forwarding link includes an indirect client identifier and a business card identical to that in the subroutine link, push the forwarding link to a terminal corresponding to the indirect client identifier according to the forwarding operation, and add a parent program identifier of the indirect client to a corresponding business group according to the business card when a start operation of the forwarding link by the terminal corresponding to the indirect client identifier is detected.
In one embodiment, the apparatus further includes a group permission differentiating module 610, configured to receive a service group login request triggered by a user terminal based on a preset button in a subroutine, where the login request carries a parent program identifier, the user terminal includes a first terminal or a second terminal, identify a user category corresponding to the parent program identifier, return the parent program identifier to the first terminal when the user category is a salesman, record the service group as a first group, enable the first terminal to display the first group, where the first group includes the parent program identifier corresponding to the salesman and the parent program identifiers of the corresponding multiple clients, return the parent program identifier to the second terminal when the user category is a target client, record the service group corresponding to the second terminal as a second group, and enable the second terminal to display the second group, where the second group includes the parent program identifier corresponding to the salesman of the target client.
In one embodiment, the apparatus further includes an interaction mode selection module 612 configured to receive a client interaction request sent by the first terminal based on the first group, where the client interaction includes an interaction mode, when the interaction mode is the first mode, return a first window corresponding to the first group to the first terminal, enable the first terminal to enter interaction information based on the first window, send the interaction information to second terminals corresponding to all target clients in the first group, and when the interaction mode is the second mode, return a second window corresponding to the first group to the first terminal, enable the first terminal to select one target client identifier based on the second window, enter the interaction information, and send the interaction information to the second terminal corresponding to the selected target client identifier.
In one embodiment, the apparatus further includes an incentive resource transferring module 614 configured to push at least one incentive activity information to the second terminal based on the subroutine, receive an input resource of the target client returned by the second terminal based on the subroutine, convert the input resource according to the incentive activity information to obtain a corresponding output resource, and transfer the output resource to the second terminal.
In one embodiment, the input resource includes a travel step number, the incentive resource transferring module 614 is further configured to obtain a parent program tag of each target client in the service group and a travel step number of the target client in a preset period when the starting operation of the second terminal on the sub program link is monitored, sort the travel step numbers of the target clients, and display the parent program tags and the travel step numbers corresponding to the target clients according to the sorting.
The specific definition of the client information processing apparatus may be referred to the definition of the client information processing method hereinabove, and will not be described herein. The respective modules in the above-described client information processing apparatus may be implemented in whole or in part by software, hardware, and a combination thereof. The above modules may be embedded in hardware or may be independent of a processor in the computer device, or may be stored in software in a memory in the computer device, so that the processor may call and execute operations corresponding to the above modules.
In one embodiment, a computer device is provided, which may be a server, the internal structure of which may be as shown in fig. 7. The computer device includes a processor, a memory, a network interface, and a database connected by a system bus. Wherein the processor of the computer device is configured to provide computing and control capabilities. The memory of the computer device includes a non-volatile storage medium and an internal memory. The non-volatile storage medium stores an operating system, computer programs, and a database. The internal memory provides an environment for the operation of the operating system and computer programs in the non-volatile storage media. The database of the computer device is used to store group identifications and the like. The network interface of the computer device is used for communicating with an external terminal through a network connection. The computer program is executed by a processor to implement a client information processing method.
It will be appreciated by those skilled in the art that the structure shown in FIG. 7 is merely a block diagram of some of the structures associated with the present inventive arrangements and is not limiting of the computer device to which the present inventive arrangements may be applied, and that a particular computer device may include more or fewer components than shown, or may combine some of the components, or have a different arrangement of components.
A computer-readable storage medium having stored thereon a computer program which, when executed by a processor, implements the steps of the client information processing method provided in any one of the embodiments of the present application.
Those skilled in the art will appreciate that implementing all or part of the above-described methods in accordance with the embodiments may be accomplished by way of a computer program stored on a non-transitory computer readable storage medium, which when executed may comprise the steps of the embodiments of the methods described above. Any reference to memory, storage, database, or other medium used in embodiments provided herein may include non-volatile and/or volatile memory. The nonvolatile memory can include Read Only Memory (ROM), programmable ROM (PROM), electrically Programmable ROM (EPROM), electrically Erasable Programmable ROM (EEPROM), or flash memory. Volatile memory can include Random Access Memory (RAM) or external cache memory. By way of illustration and not limitation, RAM is available in a variety of forms such as Static RAM (SRAM), dynamic RAM (DRAM), synchronous DRAM (SDRAM), double Data Rate SDRAM (DDRSDRAM), enhanced SDRAM (ESDRAM), synchronous link (SYNCHLINK) DRAM (SLDRAM), memory bus (Rambus) direct RAM (RDRAM), direct memory bus dynamic RAM (DRDRAM), and memory bus dynamic RAM (RDRAM), among others.
The technical features of the above embodiments may be arbitrarily combined, and all possible combinations of the technical features in the above embodiments are not described for brevity of description, however, as long as there is no contradiction between the combinations of the technical features, they should be considered as the scope of the description.
The foregoing examples illustrate only a few embodiments of the application, which are described in detail and are not to be construed as limiting the scope of the application. It should be noted that it will be apparent to those skilled in the art that several variations and modifications can be made without departing from the spirit of the application, which are all within the scope of the application. Accordingly, the scope of protection of the present application is to be determined by the appended claims.
Claims (10)
1. A method of customer information processing, the method comprising:
receiving a subroutine link sent by a salesman through a first terminal based on a parent program, wherein the subroutine link comprises a group identifier and a target client identifier;
pushing the subroutine link to a second terminal corresponding to the target client identifier;
when the starting operation of the second terminal on the subroutine link is monitored, a parent program identifier corresponding to the target client identifier is obtained;
Generating a client management request according to the father program identification and the group identification, sending the client management request to a data interface corresponding to the father program, and enabling the data interface to add the father program identification corresponding to the target client identification to a service group corresponding to the group identification, wherein the service group is displayed as a first group at the first terminal and as a second group at the second terminal, the first group comprises the father program identification corresponding to the salesman and the father program identifications of a plurality of clients managed by the salesman, and the father program identification displayed by the second group only comprises the father program identification corresponding to the target client identification;
The method further comprises the steps of:
Receiving a product transaction request sent by the second terminal, wherein the product transaction request comprises a transaction mode and customer identification information;
when the transaction mode is a first assistance mode, pushing the client identification information to the first terminal, enabling the first terminal to acquire attribute information of a target client from the second terminal according to the client identification information, and receiving product recommendation information returned by the first terminal based on the attribute information;
And pushing the product transaction link to the second terminal, so that the second terminal detects that the target client displays a transaction success prompt when confirming the product recommendation information based on the product transaction link.
2. The method according to claim 1, wherein the method further comprises:
when the forwarding operation of the second terminal to the subroutine link is monitored, marking the subroutine link as a forwarding link, wherein the forwarding link comprises an indirect client identifier and a business card which is the same as that in the subroutine link;
pushing the forwarding link to a terminal corresponding to the indirect client identifier according to the forwarding operation;
And when the starting operation of the terminal corresponding to the indirect client identifier on the forwarding link is monitored, adding the parent program identifier of the indirect client to the corresponding service group according to the business card of the business person.
3. The method according to claim 1, wherein the method further comprises:
Receiving a service group login request triggered by a user terminal based on a preset button in a subprogram, wherein the login request carries a parent program identifier;
identifying a user category corresponding to the parent program identifier;
When the user category is a salesman, returning a business group corresponding to the parent program identification to the first terminal, and marking the business group as a first group, so that the first terminal displays the first group;
And when the user class is a target client, returning the service group corresponding to the parent program identifier to the second terminal, and marking the service group as a second group, so that the second terminal displays the second group.
4. A method according to claim 3, characterized in that the method further comprises:
receiving a client interaction request sent by the first terminal based on the first group, wherein the client interaction comprises an interaction mode;
When the interaction mode is a first mode, a first window corresponding to the first group is returned to the first terminal, so that the first terminal inputs interaction information based on the first window and sends the interaction information to second terminals corresponding to all target clients in the first group;
And when the interaction mode is a second mode, returning a second window corresponding to the first group to the first terminal, enabling the first terminal to select a target client identifier based on the second window, inputting interaction information, and sending the interaction information to a second terminal corresponding to the selected target client identifier.
5. The method according to claim 1, wherein the method further comprises:
pushing at least one kind of motivational activity information to a second terminal based on the subroutine;
Receiving input resources of a target client returned by the second terminal based on the subprogram;
Converting the input resources according to the excitation activity information to obtain corresponding output resources;
and transferring the output resource to the second terminal.
6. The method of claim 5, wherein the input resource comprises a number of steps of a trip;
when the starting operation of the second terminal on the subroutine link is monitored, acquiring a father program label of each target client in the service group and the travel step number of each target client in a preset period;
Sequencing the travel steps of a plurality of target clients;
And displaying the father program labels and the travel steps respectively corresponding to the target clients according to the ordering.
7. A client information processing apparatus, characterized in that the apparatus comprises:
The link pushing module is used for receiving a sub-program link sent by a salesman through a first terminal based on a parent program, wherein the sub-program link comprises a group identifier and a target client identifier;
The group identification module is used for acquiring a parent program identifier corresponding to the target client identifier when the starting operation of the second terminal on the subroutine link is monitored;
The group allocation module is used for generating a client management request according to the father program identification and the group identification, sending the client management request to a data interface corresponding to the father program, enabling the data interface to add the father program identification corresponding to the target client identification to a service group corresponding to the group identification, displaying the service group as a first group at the first terminal and as a second group at the second terminal, wherein the first group comprises the father program identifications corresponding to the salesmen and the father program identifications of a plurality of clients managed by the salesmen, and the father program identifications displayed by the second group only comprise the father program identifications of the salesmen corresponding to the target client identifications;
The system comprises a second terminal, a first terminal, a second terminal, a product transaction request, a module and a module, wherein the second terminal is used for receiving a product transaction request sent by the second terminal, the product transaction request comprises a transaction mode and customer identification information, when the transaction mode is a first assistance mode, the customer identification information is pushed to the first terminal, the first terminal obtains attribute information of a target customer from the second terminal according to the customer identification information, the product recommendation information returned by the first terminal based on the attribute information is received, the product recommendation information is checked, a product transaction link is generated based on the checked product recommendation information, the product transaction link is pushed to the second terminal, and the second terminal detects that the target customer shows a transaction success prompt when the product recommendation information is checked based on the product transaction link.
8. The apparatus of claim 7, further comprising a group reassignment module configured to mark the subroutine link as a forwarding link when a forwarding operation of the subroutine link by the second terminal is monitored, wherein the forwarding link includes an indirect client identification and a business card that is the same as one of the subroutine links, wherein the forwarding link is pushed to a terminal corresponding to the indirect client identification according to the forwarding operation, and wherein a parent program identification of the indirect client is added to a corresponding business group according to the business card when a start operation of the forwarding link by the terminal corresponding to the indirect client identification is monitored.
9. A computer device comprising a memory and a processor, the memory storing a computer program, characterized in that the processor implements the steps of the method of any of claims 1 to 6 when the computer program is executed.
10. A computer readable storage medium, on which a computer program is stored, characterized in that the computer program, when being executed by a processor, implements the steps of the method of any of claims 1 to 6.
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| CN104137520B (en) * | 2014-01-10 | 2017-09-08 | 华为技术有限公司 | A kind of information push method and device |
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