Disclosure of Invention
The invention aims to provide a customer sharing management method, a customer sharing management system, terminal equipment and a storage medium, which realize the unified management of all customer groups, avoid customer loss and improve the service quality and the satisfaction degree of customers.
The technical scheme provided by the invention is as follows:
the invention provides a customer sharing management method, which comprises the following steps:
setting a client management task corresponding to the distributed client;
and acquiring a processing result of the client management task, performing follow-up management according to the processing result, and sending the client follow-up result to a background server to share client management data.
Further, the setting of the client management task corresponding to the allocated client includes:
generating an automatic management task according to a user-defined rule; the automatic management tasks comprise opportunity follow-up tasks, sales follow-up tasks and satisfaction survey tasks; or the like, or, alternatively,
and generating a common management task according to the manually input information.
Further, the step of obtaining the processing result of the customer management task and performing follow-up management on the customer management task according to the processing result includes:
displaying the customer management task to be handled and related information thereof on a display interface, and displaying an input box for inputting a result;
acquiring a processing result of the customer management task through the input box;
updating a follow-up record according to the processing result, and updating a follow-up list according to the follow-up record;
and performing follow-up management on the client management task according to the follow-up list.
Further, the step of obtaining the processing result of the client management task, performing follow-up management according to the processing result, and sending the client follow-up result to the background server to share the client management data includes:
and obtaining a satisfaction evaluation result, and judging whether to return visit to the client according to the satisfaction evaluation result.
The invention also provides a customer sharing management system, comprising:
the setting module is used for setting the client management tasks corresponding to the distributed clients;
and the processing module is used for acquiring the processing result of the client management task, performing follow-up management according to the processing result, and sending the client follow-up result to the background server to share client management data.
Further, the setting module includes:
the first generation unit is used for generating an automatic management task according to a user-defined rule; the automatic management tasks comprise opportunity follow-up tasks, sales follow-up tasks and satisfaction survey tasks;
and the second generation unit is used for generating the common management task according to the manually input information.
Further, the processing module comprises:
the display unit is used for displaying the to-be-handled customer management tasks and the related information thereof on the display interface and displaying the input frame of the result input;
the input unit is used for acquiring the processing result of the customer management task through the input box;
the processing unit is used for updating the follow-up record according to the processing result and updating the follow-up list according to the follow-up record;
and the monitoring unit is used for carrying out follow-up management on the client management task according to the follow-up list.
Further, the method also comprises the following steps:
the acquisition module is used for acquiring a satisfaction evaluation result;
and the processing module is also used for judging whether to return visit to the client according to the satisfaction evaluation result.
The invention also provides a terminal device, which comprises a processor, a memory and a computer program stored in the memory and capable of running on the processor, wherein the processor is used for executing the computer program stored on the memory and realizing the operation executed by the client sharing management method.
The present invention also provides a storage medium, wherein the storage medium stores at least one instruction, and the instruction is loaded and executed by a processor to implement the operations performed by the client sharing management method.
The client sharing management method, the client sharing management system, the terminal equipment and the storage medium can uniformly manage all client groups, avoid client loss and improve the service quality and the satisfaction degree of clients.
Detailed Description
In the following description, for purposes of explanation and not limitation, specific details are set forth, such as particular system structures, techniques, etc. in order to provide a thorough understanding of the embodiments of the present application. However, it will be apparent to one skilled in the art that the present application may be practiced in other embodiments that depart from these specific details. In other instances, detailed descriptions of well-known systems, devices, circuits, and methods are omitted so as not to obscure the description of the present application with unnecessary detail.
It will be understood that the terms "comprises" and/or "comprising," when used in this specification and the appended claims, specify the presence of stated features, integers, steps, operations, elements, and/or components, but do not preclude the presence or addition of one or more other features, integers, steps, operations, elements, components, and/or groups thereof.
For the sake of simplicity, the drawings only schematically show the parts relevant to the present invention, and they do not represent the actual structure as a product. In addition, in order to make the drawings concise and understandable, components having the same structure or function in some of the drawings are only schematically illustrated or only labeled. In this document, "one" means not only "only one" but also a case of "more than one".
It should be further understood that the term "and/or" as used in this specification and the appended claims refers to and includes any and all possible combinations of one or more of the associated listed items.
In addition, in the description of the present application, the terms "first", "second", and the like are used only for distinguishing the description, and are not intended to indicate or imply relative importance.
In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the following description will be made with reference to the accompanying drawings. It is obvious that the drawings in the following description are only some examples of the invention, and that for a person skilled in the art, other drawings and embodiments can be derived from them without inventive effort.
An embodiment of the present invention, as shown in fig. 1, is a client sharing management method, including:
s100, setting a client management task corresponding to the distributed client;
s200, acquiring a processing result of the client management task, performing follow-up management according to the processing result, and sending the client follow-up result to a background server to share client management data.
Specifically, the invention realizes the communication of the whole life cycle from the formulation and initiation of the customer management task to the execution, monitoring and statistics of the customer management task, and helps enterprises to efficiently complete sales investigation cooperation. The client management task stage visualization, the custom arrangement step and the custom configuration of the step details can perform systematic classified management on the client management task. In addition, the management layer can trace and supervise the progress of the client management task in real time conveniently.
In an embodiment of the present invention, a client sharing management method includes:
s110, generating an automatic management task according to a custom rule; the automatic management tasks comprise opportunity follow-up tasks, sales follow-up tasks and satisfaction survey tasks; or the like, or, alternatively,
specifically, the customer management tasks are divided into five types: the system comprises a common management task, an opportunity follow-up task, a satisfaction survey task, a satisfaction follow-up task and a sales follow-up task. And the automatic management tasks include opportunity follow-up tasks, sales follow-up tasks, and satisfaction survey tasks. The system supports three automatic management tasks of automatic generation of the opportunity follow-up task, the sales follow-up task and the satisfaction survey, and common management tasks can be directly created by staff.
Whether it is an automatic management task or a general management task, the result of the task processing is to generate a follow-up record, so: follow-up records are divided into three types: daily follow-up, opportunity follow-up tasks, satisfaction follow-up, sales follow-up. Similarly, daily follow-up can be directly created, and the other three records also need to be associated. After the follow-up record is generated, the follow-up record is displayed in a life cycle list, and the full life cycle of the employee can be viewed on the page, wherein the life cycle list comprises the following steps: transaction records, employee follow-up, others. A transaction record comprising: recording the sale; staff follow-up, including: sales opportunities, opportunity follow-up tasks, satisfaction surveys, satisfaction follow-up, maintenance records, and the like. Others are mainly system operations such as modifying customer information and the like.
The client side firstly performs task function configuration in background setting, sets a generation custom rule for managing an automatic task, and then automatically generates a corresponding opportunity sales task, a sales follow-up task and a satisfaction survey task according to the custom rule, as shown in fig. 2 and 3.
Illustratively, taking the opportunity follow-up task as an example: when the client detects that the client with the two labels of potential client and intention client indicates that the sales opportunity is added, the opportunity with the task time of 2, 8, 16 and 28 days is automatically created to follow up the task, and of course, the client screening condition can be freely selected, and the client grouping or some other screening condition can be used for self-defining combination.
S120, generating a common management task according to the manually input information;
specifically, the staff of the client may click the "new task" control button, so that the display interface of the client jumps to the new task page shown in fig. 4, the staff of the client may automatically display the basic information of the client, including the age, the phone number, the hearing loss values of the two ears, the currently worn model, and the like, after selecting the client name on the new task page, the staff of the general client clicks the "new task" control button, the client may default to create a new general management task, the general management task has no associated record, and the created common management task is stored in the to-be-handled task list.
S210, displaying the to-be-handled customer management task and relevant information thereof on a display interface, and displaying an input frame for result entry;
specifically, after the client creates the automatic management task and/or the general management task in the manner described above, the display interface of the client displays all tasks on the task management page as shown in fig. 5, including the automatically generated automatic management task and the manually created general management task. Preferably, in the task management page shown in fig. 5, a corresponding processing popup window may be opened directly for a task clicking operation, and the task may be transferred to other employees in a batch manner or deleted in a batch manner.
S220, acquiring a processing result of the customer management task through the input box;
s230, updating a follow-up record according to the processing result, and updating a follow-up list according to the follow-up record;
s240, performing follow-up management on the client management task according to the follow-up list;
specifically, when the client processes a common management task, as shown in fig. 6, only the follow-up record needs to be directly added, so that after the client stores the follow-up record, the follow-up record is automatically displayed in the follow-up list.
For example, as shown in fig. 7, a sales opportunity is created on a sales opportunity page, and then follow-up is performed directly, and when it is required to know that a new opportunity of a client follows up a task, an associated sales opportunity needs to be selected, because a client may have many sales opportunities, after sales opportunities are associated, a client display interface displays basic information of the sales opportunities and all follow-up records of the opportunities for the staff to view conveniently as shown in fig. 8. When the task state (i.e. the processing result of the task in the present invention) is in an incomplete state, i.e. the task is in a pending state, the details of the opportunity can also be seen through the processing task page as shown in fig. 9, and of course, the contents of the opportunity can also be directly modified. In addition, when the sales stage is the early stage of potential customers, sales follow-up, intention determination and the like, the default of the task on the processing task page shown in fig. 10 is incomplete, and the staff can add subsequent follow-up tasks through the client and only need to fill in the next task, so that the time for the staff to recreate is saved. Of course, automatic follow-up tasks can be set at the beginning, so that the staff do not need to select the tasks by themselves. It should be appreciated that when the sales phase is switched to successful sales/opportunity loss, the task is automatically switched to completed as shown in fig. 11 without adding subsequent tasks.
S300, obtaining a satisfaction evaluation result, and judging whether to return visit to the client according to the satisfaction evaluation result.
Specifically, satisfaction survey refers to a satisfactory return visit for a certain type of customer after purchasing a hearing aid, and when creating a return visit task as shown in fig. 12, only the associated sales record needs to be selected, since a customer may purchase several times, each time requiring a return visit. As shown in fig. 13, when dealing with the satisfaction survey task, it is necessary for the staff to fill out the service satisfaction and the use effect satisfaction according to the feedback of the customer. If the return visit result fed back by the client is not satisfactory, the employee can add a subsequent follow-up task as shown in fig. 14, and return visit to the client again. When processing the follow-up task, each time the staff can see the history return visit record as shown in fig. 15, which is more convenient for processing and managing the client.
Preferably, the scores (including the service satisfaction and the use effect satisfaction) of the clients can be displayed for the staff, so that the staff can know the real feelings of the clients in real time, the high-intention clients can be followed up in time, the client resources of the staff are enriched, and the service quality is effectively improved. In addition, whether the client continues to follow up is judged by the company management layer according to the evaluation of the client on the staff, whether the client flows into a public customer pool or not and whether new distribution is carried out is judged according to the evaluation of the client on the staff, so that reasonable processing of client resources by an enterprise is facilitated, the staff is reasonably distributed, the staff subjected to poor evaluation is assessed, the service quality of the client is guaranteed, and the economic benefit of the enterprise is improved.
Preferably, the client may create a customer life cycle list, all records related to the customer are displayed in the life cycle list to which the corresponding customer belongs, and an employee of the client may click a "life cycle" space button, so that the client may display specific situation information of the corresponding customer in a chronological order on a life cycle page as shown in fig. 16, which is convenient for the employee to understand and master the specific situation of the customer at a glance. The specific information includes transaction records, various follow-up records, operation records of the system (such as changes of customer information), and other information.
Of course, the client may also add the new follow-up record of the client directly here, including adding the record directly, the opportunity follow-up record, the satisfaction follow-up record, the sales follow-up record, and so on. Adding the new follow-up record for the client is functionally the same as the task, and three types of follow-up, except for the one added directly as shown in FIG. 17, can all associate the follow-up record with the original record.
Through the novel customer data management method, a task flow combining sales opportunity, after-sales follow-up visit and satisfaction survey can be created, a to-be-handled customer management task is automatically created for a customer meeting the conditions, the follow-up record is automatically associated with the original record, and all associated records related to the original record are supported to be checked. In addition, by uniformly storing and collecting pages through follow-up records, a manager can check daily work content of store employees and support comments. Finally, a life cycle time axis is added for the client, all information change records generated on the client are automatically displayed according to the time sequence, so that the staff can conveniently and visually check the information related to the client, return visit and management of the client are facilitated, the enterprise is helped to efficiently finish sales investigation cooperation, and the sales volume of the enterprise is increased so as to improve the income of the enterprise.
The invention realizes the complete life cycle communication from the formulation, initiation, execution, monitoring and statistics of the client management task. The customer management task graph is generated according to the customized management parameters, and systematic management can be performed. Because the customer management task is selected by the user-defined input, the management flexibility of the enterprise is higher. In addition, the billboard view enables the client management task stage to be visualized, so that the management layer can conveniently trace and supervise the client management task progress in real time. Compared with the prior art, the invention not only greatly reduces the workload of customer management, but also can greatly improve the management efficiency and accuracy. The invention completes the follow-up management of all the clients of the enterprise in the cooperative work of multiple workers, and can improve the benefits of the enterprise and the service quality and the satisfaction degree of the clients.
In an embodiment of the present invention, a client sharing management system includes:
the setting module is used for setting the client management tasks corresponding to the distributed clients;
and the processing module is used for acquiring the processing result of the client management task, performing follow-up management according to the processing result, and sending the client follow-up result to the background server to share client management data.
Specifically, this embodiment is a system embodiment corresponding to the above method embodiment, and specific effects refer to the above method embodiment, which is not described in detail herein.
Based on the foregoing embodiment, the setting module includes:
the first generation unit is used for generating an automatic management task according to a user-defined rule; the automatic management tasks comprise opportunity follow-up tasks, sales follow-up tasks and satisfaction survey tasks;
and the second generation unit is used for generating the common management task according to the manually input information.
Specifically, this embodiment is a system embodiment corresponding to the above method embodiment, and specific effects refer to the above method embodiment, which is not described in detail herein.
Based on the foregoing embodiments, the processing module includes:
the display unit is used for displaying the to-be-handled customer management tasks and the related information thereof on the display interface and displaying the input frame of the result input;
the input unit is used for acquiring the processing result of the customer management task through the input box;
the processing unit is used for updating the follow-up record according to the processing result and updating the follow-up list according to the follow-up record;
and the monitoring unit is used for carrying out follow-up management on the client management task according to the follow-up list.
Specifically, this embodiment is a system embodiment corresponding to the above method embodiment, and specific effects refer to the above method embodiment, which is not described in detail herein.
Based on the foregoing embodiment, further comprising:
the acquisition module is used for acquiring a satisfaction evaluation result;
and the processing module is also used for judging whether to return visit to the client according to the satisfaction evaluation result.
Specifically, this embodiment is a system embodiment corresponding to the above method embodiment, and specific effects refer to the above method embodiment, which is not described in detail herein.
It will be apparent to those skilled in the art that, for convenience and brevity of description, only the above-described division of program modules is illustrated, and in practical applications, the above-described distribution of functions may be performed by different program modules, that is, the internal structure of the apparatus may be divided into different program units or modules to perform all or part of the above-described functions. Each program module in the embodiments may be integrated in one processing unit, or each unit may exist alone physically, or two or more units are integrated in one processing unit, and the integrated unit may be implemented in a form of hardware, or may be implemented in a form of software program unit. In addition, the specific names of the program modules are only used for distinguishing the program modules from one another, and are not used for limiting the protection scope of the application.
In one embodiment of the invention, a terminal device comprises a processor and a memory, wherein the memory is used for storing a computer program; and the processor is used for executing the computer program stored on the memory and realizing the client sharing management method in the corresponding method embodiment.
The terminal equipment can be desktop computers, notebooks, palm computers, tablet computers, mobile phones, man-machine interaction screens and other equipment. The terminal device may include, but is not limited to, a processor, a memory. Those skilled in the art will appreciate that the foregoing is merely an example of a terminal device and is not limiting of terminal devices, and that more or fewer components than those shown, or some of the components in combination, or different components may be included, such as: the terminal device may also include input/output interfaces, display devices, network access devices, communication buses, communication interfaces, and the like. A communication interface and a communication bus, and may further comprise an input/output interface, wherein the processor, the memory, the input/output interface and the communication interface complete communication with each other through the communication bus. The memory stores computer programs, and the processor is used for executing the computer programs stored on the memory and realizing the client sharing management method in the corresponding method embodiment.
The Processor may be a Central Processing Unit (CPU), other general purpose Processor, a Digital Signal Processor (DSP), an Application Specific Integrated Circuit (ASIC), a Field Programmable Gate Array (FPGA) or other Programmable logic device, discrete Gate or transistor logic device, discrete hardware component, etc. A general purpose processor may be a microprocessor or the processor may be any conventional processor or the like.
The memory may be an internal storage unit of the terminal device, such as: hard disk or memory of the terminal device. The memory may also be an external storage device of the terminal device, such as: the terminal equipment is provided with a plug-in hard disk, an intelligent memory Card (SMC), a Secure Digital (SD) Card, a Flash memory Card (Flash Card) and the like. Further, the memory may also include both an internal storage unit and an external storage device of the terminal device. The memory is used for storing the computer program and other programs and data required by the terminal device. The memory may also be used to temporarily store data that has been output or is to be output.
A communication bus is a circuit that connects the described elements and enables transmission between the elements. For example, the processor receives commands from other elements through the communication bus, decrypts the received commands, and performs calculations or data processing according to the decrypted commands. The memory may include program modules such as a kernel (kernel), middleware (middleware), an Application Programming Interface (API), and applications. The program modules may be comprised of software, firmware or hardware, or at least two of the same. The input/output interface forwards commands or data entered by a user via the input/output interface (e.g., sensor, keyboard, touch screen). The communication interface connects the terminal equipment with other network equipment, user equipment and a network. For example, the communication interface may be connected to a network by wire or wirelessly to connect to external other network devices or user devices. The wireless communication may include at least one of: wireless fidelity (WiFi), Bluetooth (BT), Near Field Communication (NFC), Global Positioning Satellite (GPS) and cellular communications, among others. The wired communication may include at least one of: universal Serial Bus (USB), high-definition multimedia interface (HDMI), asynchronous transfer standard interface (RS-232), and the like. The network may be a telecommunications network and a communications network. The communication network may be a computer network, the internet of things, a telephone network. The terminal device may be connected to the network via a communication interface, and a protocol used by the terminal device to communicate with other network devices may be supported by at least one of an application, an Application Programming Interface (API), middleware, a kernel, and a communication interface.
In an embodiment of the present invention, a storage medium stores at least one instruction, and the instruction is loaded and executed by a processor to implement the operations performed by the corresponding embodiments of the client sharing management method. For example, the storage medium may be a read-only memory (ROM), a Random Access Memory (RAM), a compact disc read-only memory (CD-ROM), a magnetic tape, a floppy disk, an optical data storage device, and the like.
They may be implemented in program code that is executable by a computing device such that it is executed by the computing device, or separately, or as individual integrated circuit modules, or as a plurality or steps of individual integrated circuit modules. Thus, the present invention is not limited to any specific combination of hardware and software.
In the above embodiments, the descriptions of the respective embodiments have respective emphasis, and reference may be made to the related descriptions of other embodiments for parts that are not described or recited in detail in a certain embodiment.
Those of ordinary skill in the art will appreciate that the various illustrative elements and algorithm steps described in connection with the embodiments disclosed herein may be implemented as electronic hardware or combinations of computer software and electronic hardware. Whether such functionality is implemented as hardware or software depends upon the particular application and design constraints imposed on the implementation. Skilled artisans may implement the described functionality in varying ways for each particular application, but such implementation decisions should not be interpreted as causing a departure from the scope of the present application.
In the embodiments provided in the present application, it should be understood that the disclosed apparatus/terminal device and method may be implemented in other ways. For example, the above-described embodiments of the apparatus/terminal device are merely illustrative, and for example, the division of the modules or units is only one logical division, and there may be other divisions when actually implemented, for example, a plurality of units or components may be combined or integrated into another system, or some features may be omitted, or not executed. In addition, the shown or discussed mutual coupling or direct coupling or communication connection may be an indirect coupling or communication connection of some interfaces, devices or units, and may be in an electrical, mechanical or other form.
The units described as separate parts may or may not be physically separate, and parts displayed as units may or may not be physical units, may be located in one place, or may be distributed on a plurality of network units. Some or all of the units can be selected according to actual needs to achieve the purpose of the solution of the embodiment.
In addition, functional units in the embodiments of the present application may be integrated into one processing unit, or each unit may exist alone physically, or two or more units are integrated into one unit. The integrated unit can be realized in a form of hardware, and can also be realized in a form of a software functional unit.
The integrated modules/units may be stored in a storage medium if they are implemented in the form of software functional units and sold or used as separate products. Based on such understanding, all or part of the client management tasks in the method according to the embodiments of the present invention may also be accomplished by sending instructions to relevant hardware through a computer program, where the computer program may be stored in a storage medium, and when the computer program is executed by a processor, the steps of the embodiments of the method may be accomplished. Wherein the computer program may be in source code form, object code form, an executable file or some intermediate form, etc. The storage medium may include: any entity or device capable of carrying the computer program, recording medium, usb disk, removable hard disk, magnetic disk, optical disk, computer Memory, Read-Only Memory (ROM), Random Access Memory (RAM), electrical carrier wave signal, telecommunication signal, software distribution medium, etc. It should be noted that the content of the storage medium may be increased or decreased as appropriate according to the requirements of legislation and patent practice in the jurisdiction, for example: in certain jurisdictions, in accordance with legislation and patent practice, computer-readable storage media do not include electrical carrier signals and telecommunications signals.
It should be noted that the above embodiments can be freely combined as necessary. The foregoing is only a preferred embodiment of the present invention, and it should be noted that, for those skilled in the art, various modifications and decorations can be made without departing from the principle of the present invention, and these modifications and decorations should also be regarded as the protection scope of the present invention.