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Intelligent planning method, system and equipment for periodic customer visit route

An intelligent planning and periodic technology, applied in the direction of instruments, data processing applications, forecasting, etc., can solve problems such as inaccurate assessment, difficulty in making visit routes, unclear visit plans, etc., and achieve the goal of improving enterprise management efficiency and improving visit efficiency Effect

Active Publication Date: 2019-10-22
NANJING ZHANGKONG NETWORK SCI & TECH
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  • Abstract
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AI Technical Summary

Problems solved by technology

[0005] Provide an intelligent planning method, system and equipment for periodic customer visit routes, which can solve the above-mentioned difficulties in formulating visit routes, unclear visit plans and inability to accurately evaluate problems. The present invention can accurately and flexibly plan daily visits for business personnel route, so as to be able to efficiently guide and evaluate the visits of business personnel, and improve the efficiency of enterprise management

Method used

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Examples

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Embodiment Construction

[0062] The following examples are only descriptive, not restrictive, and cannot limit the protection scope of the present invention.

[0063] In order to achieve the purpose and effect of the technical means, creation features, work flow, and use method of the present invention, and to make the evaluation method easy to understand, the present invention will be further described below in conjunction with specific examples.

[0064] An intelligent planning method for a periodic customer visit route, comprising the following steps:

[0065] Step (1), screen the customers who need to visit on the day and generate a set of candidate visiting customers V:

[0066] All customer sets C of business personnel = {C1, C2...Ci...Cn}, Ci represents the i-th customer, if Cm is an invalid customer, or has already visited and the next visit cycle is not yet, then do not join the visit Candidate set V, m=1, 2...q, q is the number of all customers; customers who should visit but did not visit ...

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Abstract

The invention discloses an intelligent planning method for a periodic customer visit route. The method comprises the steps of screening and adjusting clients needing to be visited to form a visited client set, selecting a client subset needing to be visited on the same day according to client priorities, planning a shortest path visiting route for the visited client subset on the same day according to visiting requirements and client positions of all the clients, marking out-of-visit clients after visiting on the same day is completed, and finally, evaluating the rationality of the visit planby setting the daily visit plan of the maximum period. Different periodic requirements in client visit and the conditions of a visited client and an out-of-visit client are effectively solved, and thevisit task can be flexibly arranged and the rationality of the visit task can be accurately evaluated by accurately planning the visit route of each day.

Description

technical field [0001] The invention belongs to the technical field of customer visit route planning in enterprise applications, and in particular relates to an intelligent planning method, system and equipment for periodic customer visit routes. Background technique [0002] With the development of the mobile Internet, CRM software has been widely used on mobile devices, making fine business management possible. SFA (Sales Force Automation) is an important business component of a CRM customer relationship management system. SFA regulates and guides the external behavior of business personnel through a series of functions such as visit goal formulation, route planning, setting execution specifications, task execution, and execution result analysis, helping business personnel complete the prescribed steps of visits correctly and efficiently. [0003] As the basic function of customer visits, customer visit route planning has long been set by business personnel based on exper...

Claims

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Application Information

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IPC IPC(8): G06Q10/04G06Q10/06
CPCG06Q10/047G06Q10/06311
Inventor 刘国俭夏奕刘昭
Owner NANJING ZHANGKONG NETWORK SCI & TECH
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