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Customer information management method and system

A technology for customer information and management methods, applied in data processing applications, instruments, buying and selling/lease transactions, etc., can solve problems such as difficulty for salesmen to obtain various information, lost customers, and poor communication.

Pending Publication Date: 2019-11-19
易达云图(深圳)科技有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

At this time, if the salesman leaves, it will be difficult for subsequent salesmen to obtain various information when the business was established
It is easy to cause poor communication and lose customers due to changes in business style

Method used

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  • Customer information management method and system
  • Customer information management method and system

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0021] This embodiment provides as figure 1 A customer information management method shown includes:

[0022] S1. Obtain potential customer information from information channels;

[0023] S2. Establish communication connections with potential customers, obtain customer business intentions, and set up a public database to store customer files;

[0024] S3. Output a business order according to the customer's business intention.

[0025] The customer life cycle process is divided into four stages: lead acquisition stage, lead to customer stage, business opportunity establishment, plan establishment stage, plan transfer to order, contract stage; among them, leads refer to the original detailed information about companies, individuals, or business opportunities (i.e. information on potential customers). This information comes from a variety of sources and may come from trade shows, seminars, advertisements, purchased external sources and other marketing activities.

[0026] 1) ...

Embodiment 2

[0043] An embodiment of the present invention provides a customer information management system, including:

[0044] Data collection module 1, used to obtain information of potential customers from information channels;

[0045] Customer information module 2, used to establish a communication connection with potential customers, obtain customers' business intentions, and set up a public database to store customer files;

[0046] The business processing module 3 is used for outputting business orders according to the business intention of the customer.

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Abstract

The invention discloses a customer information management method and a customer information management system, and belongs to the technical field of information processing. The method comprises the following steps: acquiring information of potential customers from an information channel; establishing communication connection with potential customers, obtaining service intentions of the customers,and setting a public database to store customer files; and outputting a service order according to the service intention of the client. System for executing method. According to the embodiment of theinvention, the relevance between the information channel and the customer can be determined by acquiring the information of the potential customer from the information channel; establishing the communication connection with potential customers, obtaining the service intentions of the customers, setting a public database to store customer files, distinguishing the requirements of the customers, andestablishing electronic archives; and outputting service orders according to the service intention of the client. Therefore, various service requirements of the client can be met.

Description

technical field [0001] The invention relates to the technical field of information processing, in particular to a method and system for managing customer information. Background technique [0002] For companies, customer information is very important information. At present, a lot of customer information is managed manually by the salesman. Among the important information such as the source of users, the concept of customer information arrangement, and customer files, basically only the final files are likely to be stored in electronic files. At this time, if the salesman leaves, it will be difficult for subsequent salesmen to obtain various information when the business was established. It is easy to cause poor communication and lose customers due to changes in business style. Contents of the invention [0003] The embodiments of the present invention aim to solve one of the technical problems in the related art at least to a certain extent. Therefore, an object of the...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q30/02G06Q30/06G06Q50/18
CPCG06Q30/0201G06Q30/0635G06Q50/18
Inventor 李良
Owner 易达云图(深圳)科技有限公司