Client management method and device based on positioning monitoring, equipment and medium

Abstract

The invention discloses a client management method and device based on positioning monitoring, equipment and a medium. The method comprises the following steps: carrying out service demand evaluationon a client according to access information contained in source data and a client evaluation model to obtain a service demand value; screening out intentional customers according to the service demandvalues, and assigning offline salesmen for the intentional customers through an allocation principle; receiving a client creation instruction which is sent to the server by the offline salesman and comprises an exhibition channel, and obtaining an exhibition template associated with the exhibition channel; and receiving a storage instruction triggered by the offline salesman, marking the exhibition template containing the supplementary data as client visiting information, generating a client tag according to the client visiting information, obtaining positioning information when the storage instruction is triggered, binding the client visiting information, the client tag and the positioning information, and adding the binding information to the electronic client management book. The business development efficiency of the salesman is improved, and the client relationship and the client data can be efficiently managed.

Description

technical field [0001] The invention relates to the field of data storage, in particular to a customer management method, device, equipment and medium based on location monitoring. Background technique [0002] The definition of customer relationship management is: in order to improve the core competitiveness, enterprises use corresponding information technology and Internet technology to coordinate the interaction between enterprises and customers in sales, marketing and service, so as to improve their management methods and provide customers with innovative personality. Optimized customer interaction and service process. Its ultimate goal is to attract new customers, retain old customers, and convert existing customers into loyal customers to increase the market. [0003] With the rapid development of the economy, the competition among enterprises for customers is becoming increasingly fierce. Therefore, the management of customer information and the handling of customer ...

AI Technical Summary

Problems solved by technology

In the existing technology, most of the existing salesmen conduct customer relationship management based on paper notebooks. This management method has problems such as inability to retrieve, difficulty in synchronization, heavy workload, easy data leakage, and data loss.

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