Movatterモバイル変換


[0]ホーム

URL:


CN109919629A - A kind of CRM system and method - Google Patents

A kind of CRM system and method
Download PDF

Info

Publication number
CN109919629A
CN109919629ACN201711329608.9ACN201711329608ACN109919629ACN 109919629 ACN109919629 ACN 109919629ACN 201711329608 ACN201711329608 ACN 201711329608ACN 109919629 ACN109919629 ACN 109919629A
Authority
CN
China
Prior art keywords
information
client
sales force
module
customer
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Pending
Application number
CN201711329608.9A
Other languages
Chinese (zh)
Inventor
向伟
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Shenzhen Yu Xuan Network Technology Co Ltd
Original Assignee
Shenzhen Yu Xuan Network Technology Co Ltd
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Shenzhen Yu Xuan Network Technology Co LtdfiledCriticalShenzhen Yu Xuan Network Technology Co Ltd
Priority to CN201711329608.9ApriorityCriticalpatent/CN109919629A/en
Publication of CN109919629ApublicationCriticalpatent/CN109919629A/en
Pendinglegal-statusCriticalCurrent

Links

Landscapes

Abstract

The present invention relates to a kind of CRM system and methods, wherein CRM system, comprising: information acquisition module collects customer information for recording client in the behavior of browser;Information correlation analysis module, for the customer information being collected into be carried out global analysis, correlation analysis;Information distributes reminding module, for distributing information and sales force's follow-up being reminded to handle;Information generating module, for generating information chart.The present invention facilitates sales force and understands and follow up client, holds client, analyzes the hobby of similar client, and focus quickly understands customer demand, provides solution and suggestion;So that the communication between sales force and client is more smooth, customer information is more complete, and sales force can preferably hold client;Sales force by original inefficient Human To Human's interaction, is changed into through system interaction, improves work efficiency each other.

Description

A kind of CRM system and method
Technical field
The present invention relates to field of client relation management, more specifically refer to a kind of CRM system and method.
Background technique
With flourishing for internet, more and more companies are handled official business using internet, still, are had the following problems;1, company sales force communicates with client inefficient, and sale and sale cooperation efficiency are low;2, it sells and is handed over the history of clientStreaming data information does not record, and can not inquire;3, when following up a new client, to the hobby of client, focus etc. does not have for saleThere is the understanding of an entirety, so as to cause the loss of new client.
Summary of the invention
It is an object of the invention to overcome the deficiencies of existing technologies, a kind of CRM system and method are provided.
To achieve the above object, the invention adopts the following technical scheme:
A kind of CRM system, comprising:
Information acquisition module collects customer information for recording client in the behavior of browser;
The information correlation analysis module being connect with the information acquisition module, it is whole for carrying out the customer information being collected intoBody analysis, correlation analysis;
The information distribution reminding module being connect with the information correlation analysis module, for distributing information and reminding salePersonnel's follow-up processing;
The information generating module being connect with the information correlation analysis module, for generating information chart.
Its further technical solution are as follows: the information acquisition module, for client's progress in browser Website loginRecord records the product of its browsing, the product information in the number and frequency and shopping cart of browsing, and is collected.
Its further technical solution are as follows: the correlation analysis is for analyzing client of the same trade to the need of different product typeIt asks.
Its further technical solution are as follows: the information distributes reminding module, for distributing information, reminding sales force's follow-upProcessing, sales force understand all latest tendencies of the clients of itself all follow-up in the information for obtaining client from the background, in real time withInto client, customer demand is understood.
Its further technical solution are as follows: the information generating module generates hum pattern using js plug-in unit by the data of analysisTable, intuitive exhibiting data information.
Its further technical solution are as follows: the information chart includes histogram, line chart and cake chart.
Client relation management method includes the following steps;
Step 1, client browse web sites, and place an order or online inquiry, on-line consulting;
Step 2 analyzes customer information from the background according to the behavior of client, and sends information to sales force;
Step 3, sales force based on the analysis results, recommend solution online, and generation can use price list, list inventoryProduct;
Step 4, client click price list, generate order, payment purchase.
Its further technical solution are as follows: the step 2 further includes the following contents;Sales force mends customer informationIt fills, label is marked to client, grouping management scans for information, filters out the information of relative clients, analyzes visitor with thisFamily.
Its further technical solution are as follows: the step 3 further includes the following contents;Administrator issues company in systemRelevant information and policy, relevant information are directly associated with the label of client, and sales force can be visually seen publication letter from the backgroundBreath and associated client inform perhaps product in interested to client with this in time.
Its further technical solution are as follows: further include the following contents;System foreground utilizes ajax and cookie technology, in clientWhen accession page, submission data to server, server process filters information, mysql database is then stored to, in sales forceBackground page server take out mysql data, calculate the result datas of needs using the algorithm that php is set, then will countAccording to browser is returned, it is depicted as corresponding chart using js plug-in unit, shows sales force.
Compared with the prior art, the invention has the advantages that: it facilitates sales force and understands and follow up client, hold visitorFamily, analyzes the hobby of similar client, and focus quickly understands customer demand, provides solution and suggestion;So that sales forceCommunication between client is more smooth, and customer information is more complete, and sales force can preferably hold client;Sales forceEach other by original inefficient Human To Human's interaction, it is changed into through system interaction, improves work efficiency.
The invention will be further described in the following with reference to the drawings and specific embodiments.
Detailed description of the invention
Fig. 1 is a kind of circuit block diagram of CRM system;
Fig. 2 is the flow chart of client relation management method;
Fig. 3 is the schematic illustration of CRM system.
10 information acquisition module, 20 information correlation analysis module
30 information distribute 40 information generating module of reminding module
Specific embodiment
In order to more fully understand technology contents of the invention, combined with specific embodiments below to technical solution of the present invention intoOne step introduction and explanation, but not limited to this.
If Fig. 1 is to specific embodiment shown in Fig. 3, as shown in Figure 1, the invention discloses a kind of customer relation management systemsSystem, comprising:
Information acquisition module 10 collects customer information for recording client in the behavior of browser;
The information correlation analysis module 20 being connect with information acquisition module 10, it is whole for carrying out the customer information being collected intoBody analysis, correlation analysis;
The information distribution reminding module 30 being connect with information correlation analysis module 20, for distributing information and reminding salePersonnel's follow-up processing;
The information generating module 40 being connect with information correlation analysis module 20, for generating information chart.
Wherein, information acquisition module 10 record its browsing for recording to the client in browser Website loginProduct, the product information in the number and frequency and shopping cart of browsing, and be collected.
Further, correlation analysis is for analyzing demand of the client of the same trade to different product type.
Wherein, information distributes reminding module 30, and for distributing information, reminding sales force's follow-up processing, sales force existsBackstage obtains the information of client, understands all latest tendencies of the client of itself all follow-up, follow up client in real time, understands clientDemand.
Wherein, information generating module 40 generate information chart, intuitive display data using js plug-in unit by the data of analysisInformation.
Further, information chart includes histogram, line chart and cake chart etc..
The CRM system is uploaded, is summarized by the record to customer information, is classified, it is clear it is succinct will be objectiveThe information at family shows the sales force for this client that follows up.
As shown in Fig. 2, including the following steps the invention also discloses a kind of client relation management method;
Step 1, client browse web sites, and place an order or online inquiry, on-line consulting;
Step 2 analyzes customer information from the background according to the behavior of client, and sends information to sales force;
Step 3, sales force based on the analysis results, recommend solution online, and generation can use price list, list inventoryProduct;
Step 4, client click price list, generate order, payment purchase.
It wherein, further include the following contents in step 2;Sales force supplements customer information, marks and marks to clientLabel, grouping management scans for information, filter out the information of relative clients, analyzes client with this.
Further, system has recorded client in all historical informations of web site activity, and by these information taxonomic revisionsIt shows in the backstage of sales force, such as History Order list, quotation, shopping cart etc..
Wherein, step 3 further includes the following contents;Administrator issues the relevant information and policy of company, phase in systemInformation to be closed directly to be associated with the label of client, sales force can be visually seen release information and associated client from the background,Inform perhaps product in interested to client in time with this.
Further, system manager can issue the relevant information and policy of company, such as product price reduction, the U.S. increaseInventory etc..These information can be directly associated with the label of client, the relevant informations such as country.The backstage of sales force is intuitively shownThese administrators release news and the client of oneself that is related to, with this can inform in time client may it is interested in perhapsProduct.
Wherein, in step 4, the inquiry of client is recorded, is offered to client, generates order to the backstage of client, client canDirectly order to be submitted to pay a bill, eliminates and select the cumbersome processes such as product consideration scheme.
It wherein, further include the following contents;System foreground is mentioned using ajax and cookie technology in client's accession pageIntersection number filters information, is then stored to mysql database according to server, server process is arrived, and takes in the background page of sales forceBusiness device takes out mysql data, and the result data of needs is calculated using the algorithm that php is set, data are then returned to browser,It is depicted as corresponding chart using js plug-in unit, shows sales force.
Further, system improves the cooperation efficiency between sales force, sales force can mark distribution client toThe assistant's follow-up of oneself, such assistant can be on his backstages according to the customer information of record, and quickly upper hand, does not need to sellHand over detail;Sales force can also issue some items to oneself assistant, and assistant can be to be processed according to itemTime and urgency level arrange to handle.
It is as shown in Figure 3, the schematic illustration of CRM system, including bottom column, workbench, system customer service,CRM statistical management, my client, resource-sharing and the big column of client's details seven;Wherein, bottom column includes client's notice, productApplication management, enquirement and suggestion;Workbench include order follow-up, inquiry follow-up, task, client's notice, client after sale, client it is clearLook at dynamic and consumer product dynamic;System customer service is used using question and answer, page suggestion box and function and is said including sale notice, CRMIt is bright;CRM statistical management includes business statistics center and Service Management Center;My client includes all clients, and to client intoA-F grades of row classifications;Resource-sharing includes file-sharing, order information is retained and weight table;Client's details include customer data, askDisk and quotation, task record, client's notice, History Order, historical viewings record, client after sale, client's statistics, product recommendations,Consumer product and Client document.
In conclusion the present invention facilitates, sales force understands and follow-up client, assurance client analyze the love similar to clientGood, focus quickly understands customer demand, provides solution and suggestion;So that the communication between sales force and client is moreAdd smooth, customer information is more complete, and sales force can preferably hold client;Sales force is each other by original inefficient peopleTo people's interaction, it is changed into through system interaction, improves work efficiency.
It is above-mentioned that technology contents of the invention are only further illustrated with embodiment, in order to which reader is easier to understand, but notIt represents embodiments of the present invention and is only limitted to this, any technology done according to the present invention extends or recreation, by of the inventionProtection.Protection scope of the present invention is subject to claims.

Claims (10)

CN201711329608.9A2017-12-132017-12-13A kind of CRM system and methodPendingCN109919629A (en)

Priority Applications (1)

Application NumberPriority DateFiling DateTitle
CN201711329608.9ACN109919629A (en)2017-12-132017-12-13A kind of CRM system and method

Applications Claiming Priority (1)

Application NumberPriority DateFiling DateTitle
CN201711329608.9ACN109919629A (en)2017-12-132017-12-13A kind of CRM system and method

Publications (1)

Publication NumberPublication Date
CN109919629Atrue CN109919629A (en)2019-06-21

Family

ID=66958884

Family Applications (1)

Application NumberTitlePriority DateFiling Date
CN201711329608.9APendingCN109919629A (en)2017-12-132017-12-13A kind of CRM system and method

Country Status (1)

CountryLink
CN (1)CN109919629A (en)

Cited By (16)

* Cited by examiner, † Cited by third party
Publication numberPriority datePublication dateAssigneeTitle
CN111210228A (en)*2019-12-252020-05-29杭州龙席网络科技股份有限公司CRM (customer relationship management) customer management method suitable for export-type cross-border trade
CN111833108A (en)*2020-07-172020-10-27上海国际技贸联合有限公司 An information acquisition, analysis and processing system, method and storage medium
CN111861213A (en)*2020-07-212020-10-30上海永银软件科技有限公司Customer management system based on CRM
CN111932340A (en)*2020-08-082020-11-13广州鼎恒信息咨询有限公司Network security product electronic commerce system based on big data
CN112100423A (en)*2020-08-102020-12-18重庆锐云科技有限公司Real estate case client visit management system and method
CN112131219A (en)*2020-09-152020-12-25江苏银承网络科技股份有限公司Customer maintenance management method and system
CN112288337A (en)*2020-12-152021-01-29平安科技(深圳)有限公司Behavior recommendation method, behavior recommendation device, behavior recommendation equipment and behavior recommendation medium
CN112508601A (en)*2020-11-232021-03-16陈占斌SFA (Small form factor analysis) management method and system for sales funnel
CN112866089A (en)*2021-01-192021-05-28北京明略软件系统有限公司Follow-up recording method and system in instant messaging application
CN112926904A (en)*2021-04-222021-06-08南京听客来信息技术有限公司Client sharing management method, system, terminal equipment and storage medium
CN113076295A (en)*2021-04-152021-07-06泉州文学士信息科技有限公司Integrated customer information correlation synchronization system and device matched with same
CN113988927A (en)*2021-10-292022-01-28北京明略软件系统有限公司Business opportunity factor missing reminding method and system, electronic equipment and storage medium
CN114282754A (en)*2021-11-162022-04-05成都销魂网络科技有限公司 Auxiliary method and system for sales signing
CN114708004A (en)*2022-05-172022-07-05北京正汇才科技有限公司Customer relationship management system and method
CN115760316A (en)*2022-12-092023-03-07荃豆数字科技有限公司Price quotation management method and system based on CRM (customer relationship management), electronic equipment and storage medium
CN115907787A (en)*2022-11-292023-04-04上海帘邦信息科技有限公司Customer relationship management system and method

Citations (5)

* Cited by examiner, † Cited by third party
Publication numberPriority datePublication dateAssigneeTitle
US20030212654A1 (en)*2002-01-252003-11-13Harper Jonathan E.Data integration system and method for presenting 360° customer views
CN102402756A (en)*2010-09-162012-04-04香港理工大学Intelligent clothing business system
CN105005876A (en)*2015-08-132015-10-28沈阳思哲数据技术有限公司Client behavior acquiring and analyzing system and the using method
CN106485562A (en)*2015-09-012017-03-08苏宁云商集团股份有限公司A kind of commodity information recommendation method based on user's history behavior and system
CN106779480A (en)*2017-01-122017-05-31许文超Sale management system and sales management implementation method

Patent Citations (5)

* Cited by examiner, † Cited by third party
Publication numberPriority datePublication dateAssigneeTitle
US20030212654A1 (en)*2002-01-252003-11-13Harper Jonathan E.Data integration system and method for presenting 360° customer views
CN102402756A (en)*2010-09-162012-04-04香港理工大学Intelligent clothing business system
CN105005876A (en)*2015-08-132015-10-28沈阳思哲数据技术有限公司Client behavior acquiring and analyzing system and the using method
CN106485562A (en)*2015-09-012017-03-08苏宁云商集团股份有限公司A kind of commodity information recommendation method based on user's history behavior and system
CN106779480A (en)*2017-01-122017-05-31许文超Sale management system and sales management implementation method

Cited By (18)

* Cited by examiner, † Cited by third party
Publication numberPriority datePublication dateAssigneeTitle
CN111210228A (en)*2019-12-252020-05-29杭州龙席网络科技股份有限公司CRM (customer relationship management) customer management method suitable for export-type cross-border trade
CN111833108A (en)*2020-07-172020-10-27上海国际技贸联合有限公司 An information acquisition, analysis and processing system, method and storage medium
CN111861213A (en)*2020-07-212020-10-30上海永银软件科技有限公司Customer management system based on CRM
CN111932340A (en)*2020-08-082020-11-13广州鼎恒信息咨询有限公司Network security product electronic commerce system based on big data
CN112100423A (en)*2020-08-102020-12-18重庆锐云科技有限公司Real estate case client visit management system and method
CN112131219A (en)*2020-09-152020-12-25江苏银承网络科技股份有限公司Customer maintenance management method and system
CN112508601A (en)*2020-11-232021-03-16陈占斌SFA (Small form factor analysis) management method and system for sales funnel
CN112288337B (en)*2020-12-152021-03-19平安科技(深圳)有限公司Behavior recommendation method, behavior recommendation device, behavior recommendation equipment and behavior recommendation medium
CN112288337A (en)*2020-12-152021-01-29平安科技(深圳)有限公司Behavior recommendation method, behavior recommendation device, behavior recommendation equipment and behavior recommendation medium
CN112866089A (en)*2021-01-192021-05-28北京明略软件系统有限公司Follow-up recording method and system in instant messaging application
CN112866089B (en)*2021-01-192023-06-09北京明略软件系统有限公司Follow-up recording method and system in instant messaging application
CN113076295A (en)*2021-04-152021-07-06泉州文学士信息科技有限公司Integrated customer information correlation synchronization system and device matched with same
CN112926904A (en)*2021-04-222021-06-08南京听客来信息技术有限公司Client sharing management method, system, terminal equipment and storage medium
CN113988927A (en)*2021-10-292022-01-28北京明略软件系统有限公司Business opportunity factor missing reminding method and system, electronic equipment and storage medium
CN114282754A (en)*2021-11-162022-04-05成都销魂网络科技有限公司 Auxiliary method and system for sales signing
CN114708004A (en)*2022-05-172022-07-05北京正汇才科技有限公司Customer relationship management system and method
CN115907787A (en)*2022-11-292023-04-04上海帘邦信息科技有限公司Customer relationship management system and method
CN115760316A (en)*2022-12-092023-03-07荃豆数字科技有限公司Price quotation management method and system based on CRM (customer relationship management), electronic equipment and storage medium

Similar Documents

PublicationPublication DateTitle
CN109919629A (en)A kind of CRM system and method
Teller et al.Retail store operations and food waste
Green Jr et al.Impact of radio frequency identification technology on environmental sustainability
Townsend et al.Real-Time business data acquisition: How frequent is frequent enough?
CN118863965A (en) E-commerce data operation management system based on multidimensional data analysis
CN116934372A (en)Store operation customer data management method and system
US20110137714A1 (en)System for managing business performance using industry business architecture models
US20120143641A1 (en)Systems and Methods for Computing Business Value
US20130173493A1 (en)Optimizing procurement spend compliance
CN109086446A (en)NPS customer experience management method, device and computer readable storage medium
CN118505267A (en)Intelligent merchant marketing management system and method
Ramdani et al.Determination of Factors in Decrease in Sales Amount in an Effort to make Business Processes Efficient at PT. Senotexindo Jaya Lestari Bandung Regency (Case Study of Masterpiece Sewing Thread Sales)
Yang et al.Methods for determining areas for improvement based on the design of customer surveys
JP7473904B2 (en) Customer response integrated management method and server for executing same
CN111008913A (en)Electronic commerce platform for promoting intellectual property trade by product
Pabedinskaitė et al.The identification of the target e-space for the company’s advertising
KR20200075630A (en)Dynamic visualization prototyping system and method for industriy evaluation data
Cele et al.The impact of Customer Relationship Management (CRM) on a beer manufacturing company’s sales performance
Salleh et al.Lean TQM automotive factory model system
Krawczyk-Sokołowska et al.Computer-Aided and Web-Based Tools in Customer Relationship Management
Stephen et al.An intelligent cloud-based customer relationship management system to determine flexible pricing for customer retention
Kadge et al.Sales and invoice management system with analysis of customer behaviour
Dewicka et al.The CRM system and its role in raising the competitiveness of enterprises
CN117436794B (en)Management system for waste household appliance recycling enterprises
KR20140001609A (en)Method of valuation of technology and technology valuation system using thereof

Legal Events

DateCodeTitleDescription
PB01Publication
PB01Publication
SE01Entry into force of request for substantive examination
SE01Entry into force of request for substantive examination
CB02Change of applicant information

Address after:24F, Yingfeng center, No.19, Haitian Er Road, Binhai community, Yuehai street, Nanshan District, Shenzhen City, Guangdong Province, 518000

Applicant after:Shenzhen rapid innovation technology Co.,Ltd.

Address before:518000 Haitian two road, Nanshan District, Guangdong Province, Shenzhen, Guangdong, Xinhai Yi Si Bo software building 2702

Applicant before:SHENZHEN YUXUAN NETWORK TECHNOLOGY Co.,Ltd.

CB02Change of applicant information
RJ01Rejection of invention patent application after publication

Application publication date:20190621

RJ01Rejection of invention patent application after publication

[8]ページ先頭

©2009-2025 Movatter.jp