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
CN110363323AActive Publication Date: 2019-10-22NANJING ZHANGKONG NETWORK SCI & TECH

Patent Information

Authority / Receiving Office
CN · China
Current Assignee / Owner
NANJING ZHANGKONG NETWORK SCI & TECH
Publication Date
2019-10-22
Patent Text Reader

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.
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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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