Business data processing method and CRM system

A CRM system and processing method technology, applied in the field of data processing, can solve problems such as reducing the efficiency of business data processing

Pending Publication Date: 2021-01-01
BEIJING KINGSOFT CLOUD NETWORK TECH CO LTD
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  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0004] It can be seen that in related technologies, since each application system is independent of each other, the efficiency of business data processing will be reduced

Method used

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  • Business data processing method and CRM system
  • Business data processing method and CRM system
  • Business data processing method and CRM system

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Embodiment Construction

[0078] The following will clearly and completely describe the technical solutions in the embodiments of the application with reference to the drawings in the embodiments of the application. Apparently, the described embodiments are only some of the embodiments of the application, not all of them. Based on the embodiments in this application, all other embodiments obtained by persons of ordinary skill in the art without making creative efforts belong to the scope of protection of this application.

[0079] In order to solve the problem of low business data processing efficiency in related technologies, an embodiment of the present application provides a business data processing method, which can be applied to a CRM system, and the CRM system can include a primary data management server, a secondary data management server and Tertiary data management server.

[0080] see figure 1 , figure 1 It is a structural diagram of a business data processing system provided by the embodim...

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Abstract

The embodiment of the invention provides a business data processing method, a customer relationship management (CRM) system and a first-level data management server, and the method comprises the following steps: customer registration information of a first customer at a specified network application platform is obtained from a storage server, the customer registration information serves as targetsales clue information, and the target sales clue information is sent to the second-level data management server when a first conversion instruction for the target sales clue information is received ;the second-level data management server receives the target sales clue information, generates corresponding customer information as target customer information based on the target sales clue information, and sends the target customer information to the third-level data management server when receiving a second conversion instruction for the target customer information; and the third-level data management server receives the target customer information, generates corresponding sales opportunity information based on the target customer information, and acquires target contract data corresponding to the sales opportunity information from the contract management system based on a customer identifier in the sales opportunity information.

Description

technical field [0001] The present application relates to the technical field of data processing, in particular to a business data processing method and a CRM system. Background technique [0002] At present, in many network application systems, business data needs to be analyzed and processed. For example: a CRM (Customer Relationship Management, customer relationship management) system can analyze and process customer business process data, and a contract management system can analyze and process customer contract business data. [0003] However, in related technologies, the above-mentioned application systems are independent of each other. When it is necessary to comprehensively analyze and process the business data of the same customer, it is necessary to manually obtain the corresponding business data of the customer from the above-mentioned application systems, and then combine the obtained Business data is analyzed and processed. [0004] It can be seen that in rela...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q30/00G06Q30/02H04L29/06H04L29/08
CPCG06Q30/01G06Q30/0201H04L67/025H04L67/12H04L63/0876H04L67/1001
Inventor 刘会成
Owner BEIJING KINGSOFT CLOUD NETWORK TECH CO LTD
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