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Customer maintenance management method and system

A management method and management system technology, applied in database management systems, customer relations, data processing applications, etc., can solve problems such as easy loss and difficult storage of data, and achieve the effect of easy data, data storage, and convenient viewing

Pending Publication Date: 2020-12-25
江苏银承网络科技股份有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

In the bill service industry, there is no mature and complete software system to provide support for the customer maintenance department in this industry. Most of them are based on scattered basic customer information management modules and manual reports, and the data is not easy to save and easy to lose.

Method used

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  • Customer maintenance management method and system
  • Customer maintenance management method and system

Examples

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Embodiment Construction

[0047] In order to make the purpose, technical solutions and advantages of the embodiments of the present invention clearer, the technical solutions in the embodiments of the present invention will be clearly and completely described below in conjunction with the drawings in the embodiments of the present invention. Obviously, the described embodiments It is only some embodiments of the present invention, but not all embodiments. Based on the embodiments of the present invention, all other embodiments obtained by persons of ordinary skill in the art without making creative efforts belong to the protection scope of the present invention.

[0048] The terms "first", "second", "third", "fourth", etc. (if any) in the description and claims of the present invention and the above drawings are used to distinguish similar objects and not necessarily Describe a specific order or sequence. It is to be understood that the data so used are interchangeable under appropriate circumstances ...

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PUM

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Abstract

The invention provides a customer maintenance management method and system, and the system comprises a customer information maintenance module which is used for receiving customer data based on a datainterface, processing the customer data, and generating customer information; a data report generation module used for acquiring order information and registration authentication information in realtime, generating a daily transaction information table based on the order information, and generating a monthly account opening record table based on the registration authentication information and corresponding customer information; a customer automatic distribution module used for automatically distributing newly registered customers to a certain customer maintainer based on a polling (polling +blacklist) mode so as to carry out subsequent tracking and service; and a customer maintenance personnel follow-up module used for receiving follow-up information input by customer maintenance personnel and storing the follow-up information and corresponding customer information. Various transaction indexes and account opening conditions recorded on the basis of the method and the system are convenient to watch, and corresponding reports can be counted by taking days and months as units, so that customer maintenance personnel can visually watch customer information and screen related customers to focus on attention.

Description

technical field [0001] The present invention relates to related technologies in the field of customer maintenance, in particular to a method and system for customer maintenance management. Background technique [0002] The customer maintenance department (customer service department) is an important department that provides various services such as consulting, registration, certification, ordering, and transactions to company members. In the bill service industry, there is no mature and complete software system to provide support for the customer maintenance department in this industry. Most of them are based on scattered basic customer information management modules and manual reports, and the data is not easy to save and easy to lose. Contents of the invention [0003] Embodiments of the present invention provide a method and system for customer maintenance and management, which can electronically store and maintain customer information, and the data is easy to save and ...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06F16/22G06F16/25G06Q10/10G06Q30/00G06Q30/02
CPCG06F16/2282G06F16/25G06Q10/10G06Q30/01G06Q30/0201
Inventor 金作兵
Owner 江苏银承网络科技股份有限公司
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