Client information tracking method and system

Abstract

The invention discloses a client information tracking method and system. According to the key technical purposes, the client information tracking method comprises the steps of making a mobile terminal analyze a contact file, and obtaining contact records of several clients in the contact file; building a storage area in a filling identification in each contact record; clicking one of the contact records, and making the mobile terminal identify the contact information in the contact record; clicking the contact information to trigger a dialing program of the mobile terminal to be started, and determining whether to dial the contact information or not, further judging whether a dialing circuit of the contact information is connected or not after the contact information is dialed if the dial the contact information is determined to be dialed, and controlling a recording device to be started to conduct recoding if the dialing circuit is connected; reminding a user of dialing again in a preset time if the dialing circuit is not connected; storing audio data obtained by the recording device into the storage area in the filling identification of the contact record after the dialing circuit is hung up, and feeding the contact record carrying the audio data back to a local terminal.

Description

technical field [0001] The invention relates to a method and system for tracking customer information. Background technique [0002] In enterprises, LAN is usually used to establish the company's intranet, and an OA system is established in the company's intranet to manage customer data, publicize company policies, and issue important notices. In the project management information system, there are usually several major modules such as contract management, project management, fund management, report management, customer management, and basic data. [0003] In the customer management module, the user retrieves the pre-stored customer contact information from the server database, that is, the customer's name, contact information, etc., and the corresponding personnel manually dial the customer's contact information to maintain the customer, but this kind of contact maintains the customer The method cannot form effective management, and there are situations such as missed cont...

AI Technical Summary

Problems solved by technology

[0003] In the customer management module, the user retrieves the pre-stored customer contact information from the server database, that is, the customer's name, contact information, etc., and the corresponding personnel manually dial the customer's contact information to maintain the customer, but this kind of contact maintains the customer The method cannot form effective management, and there are situations such as missed contact by customers, authenticity of contacted customers, repeated contact by customers, etc., resulting in a decline in customer experience and a decrease in staff work efficiency, so there are certain improvements

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