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Telephone sales service method and system, terminal device and storage medium

A service method and sales terminal technology, applied in subscriber special services, marketing, instruments, etc., can solve problems such as the inability to realize the reservation function of agency outlets, and achieve the effect of improving the efficiency of outlet reservations and improving service satisfaction

Inactive Publication Date: 2018-03-23
PING AN TECH (SHENZHEN) CO LTD
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] The embodiment of the present invention provides a telephone sales service method, system, terminal equipment, and storage medium method to solve the problem that the current telephone sales service system cannot realize the reservation function of an institution outlet

Method used

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  • Telephone sales service method and system, terminal device and storage medium
  • Telephone sales service method and system, terminal device and storage medium
  • Telephone sales service method and system, terminal device and storage medium

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0029] figure 1 A flow chart of the telemarketing service method in this embodiment is shown. This telephone sales service method is applied in the telephone sales service system of financial institutions such as banks, securities and insurance, and is used to enable agents to make reservations for institutional outlets when promoting financial products or other businesses by telephone, without the need for customers to make reservations for institutional outlets by themselves. It is conducive to improving customer satisfaction with financial institutions. The telemarketing service system includes a sales terminal, a client terminal, a server, a reservation platform and an outlet terminal. Wherein, the sales terminal is a terminal for man-machine interaction with the agent, and the sales terminal is connected to the server through communication. The client terminal is a terminal that performs human-computer interaction with customers who are promoting financial products or o...

Embodiment 2

[0085] Figure 6 A functional block diagram of a telemarketing service system corresponding to the telemarketing service method in Embodiment 1 is shown. Such as Figure 6 As shown, the telemarketing service system includes a sales terminal 61 , a client terminal 62 , a server 63 , a reservation platform 64 and an outlet terminal 65 . Wherein, the sales terminal 61, the client terminal 62, the server 63, the reservation platform 64, and the outlet terminal 65 implement functions corresponding to the steps corresponding to the telemarketing service method in Embodiment 1. In order to avoid repetition, this embodiment will not detail them one by one. stated.

[0086] The sales terminal 61 is configured to acquire a first reservation request and send the first reservation request to the server 63, where the first reservation request includes an agent ID, customer information and reservation information.

[0087] The server 63 is configured to receive the first reservation requ...

Embodiment 3

[0114] This embodiment provides a computer-readable storage medium, on which a computer program is stored. When the computer program is executed by a processor, the telephone sales service method in Embodiment 1 is implemented. To avoid repetition, details are not repeated here. Alternatively, when the computer program is executed by the processor, each system function of the telemarketing service system in Embodiment 2 is realized, and details are not repeated here to avoid repetition.

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PUM

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Abstract

The invention discloses a telephone sales service method and system, a terminal device and a storage medium. The method comprises steps that a sales terminal acquires first reservation request and sends the first reservation request to a server; the server receives the first reservation request, acquires a second reservation request based on the first reservation request and sends the second reservation request to a reservation platform, wherein the second reservation request comprises an institution login account information, client information and reservation information; the reservation platform receives the second reservation request, logs in the reservation platform based on the institution login account information, finishes branch reservation based on the client information and thereservation information, and sends reservation result information to the server; the server receives the reservation result information and sends the reservation result information to the client terminal; and the client terminal receives and displays the reservation result information. According to the invention, functions of telephone sales and branch reservation can be achieved on the sales terminal, so service processing conditions of clients can be followed up.

Description

technical field [0001] The present invention relates to the field of telephone communication, in particular to a telephone sales service method, system, terminal equipment and storage medium. Background technique [0002] When financial institutions such as banks, securities and insurance promote financial products or other businesses, telemarketing is one of the commonly used sales promotion methods. At present, when financial institutions use telephone sales to promote financial products or other business processes, after confirming that customers have relevant business needs, customers need to go to the branch of the financial institution to handle business that requires personal presence, such as signing contracts and confirming identities. The current telemarketing service system adopted by financial institutions cannot realize the reservation function of the institution outlets, and there may be the following problems: First, customers may wait for a long time in the p...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/02G06Q30/02G06Q40/04H04M3/51
CPCG06Q10/02G06Q30/02G06Q40/04H04M3/51
Inventor 赵盘垒
Owner PING AN TECH (SHENZHEN) CO LTD
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