Presentation processing method and electronic device

Abstract

Embodiments of the present application disclose a presentation processing method and an electronic device. The method comprises: providing an operation option for generating a web version of a presentation for a target merchant in a target page provided by a customer relationship management system; determining a target industry to which the target merchant belongs in response to a request initiated through the operation option; generating a web version of a presentation according to a presentation generation scheme associated with the target industry, wherein the web version of the presentation comprises information required by customers in the target industry to focus on when making a platform entry decision and related information of the target merchant, so as to explain the target user by presenting the web version of the presentation. Through the embodiments of the present application, efficiency can be improved.

Description

Technical Field

[0001] This application relates to the field of presentation technology, and in particular to presentation processing methods and electronic devices. Background Technology

[0002] Business-to-business (B2B) e-commerce platforms provide merchants with a wealth of business opportunities and a convenient and secure online marketplace. They also serve as community platforms for business people to connect, network, and interact authentically. To attract more merchants to join these platforms, sales and service personnel typically visit merchants in person to explain the platform's advantages and encourage them to join.

[0003] When visiting businesses, sales personnel typically need to prepare relevant materials in advance. Currently, the main solution is to print out promotional brochures offline and use them to explain things to businesses during the visit. However, these brochures are usually generic, meaning the same brochure is used for different businesses, making it difficult for businesses to feel valued.

[0004] To enhance the merchant experience, a common approach is for sales staff to create custom presentations for specific merchants in advance using presentation software. During visits, they can then present these presentations. Because these presentations are tailored to a particular merchant, their names and other information can be displayed on the cover, making the merchant feel valued and increasing the success rate of the visit. However, this method involves significant work for sales staff, including data collection, layout design, and theme selection, resulting in low efficiency. Summary of the Invention

[0005] This application provides presentation processing methods and electronic devices that can improve efficiency.

[0006] This application provides the following solution:

[0007] A presentation processing method includes:

[0008] The target page provided by the customer relationship management system offers options for generating web-based presentations for the target merchant.

[0009] In response to a request initiated through the operation option, the target industry to which the target merchant belongs is determined;

[0010] Based on the presentation generation scheme associated with the target industry, a web-based presentation is generated. The web-based presentation includes information that customers in the target industry need to pay attention to when making platform onboarding decisions, as well as relevant information about the target merchants, so as to explain to the target users by demonstrating the web-based presentation.

[0011] The presentation generation scheme includes: identifiers of multiple modules required in the presentation, the number of pages required under each module, identifiers of information fields required to be displayed on each page, and layout templates corresponding to each page.

[0012] The step of generating a web-based presentation based on the presentation generation scheme associated with the target industry includes:

[0013] The data in each information field is obtained through a preset data interface, and after being formatted according to the formatting template, multi-page content in the web-based presentation is generated.

[0014] The multiple modules include any combination of the following: industry market analysis, analysis of stores associated with the target merchant, introduction of successful cases in the industry, suggested solutions, solution benefits, operation plan, and customer resources.

[0015] The presentation generation scheme also includes a background theme scheme for the presentation, so as to generate the web-based presentation based on the background theme scheme.

[0016] This also includes:

[0017] Determine the background theme scheme for the presentation based on the target merchant's level.

[0018] This also includes:

[0019] After the web-based presentation is generated, it is displayed in edit mode for editing operations.

[0020] The editing operation includes: modifying the target industry to which the target merchant belongs;

[0021] The method further includes:

[0022] Upon receiving the revised target industry, the web-based presentation is regenerated based on the revised presentation generation scheme associated with the target industry.

[0023] The editing operation includes adding annotations to the target page of the web-based presentation.

[0024] The editing operation includes: designating the target page in the web-based presentation as a non-display state.

[0025] The editing operations include adding images to the target page of the web-based presentation, or adding custom modules to the web-based presentation.

[0026] This also includes:

[0027] In the edit mode, options for viewing explanatory prompts are also provided on each page.

[0028] This also includes:

[0029] In the editing state, an operation option is also provided for previewing the web-based presentation, so that after receiving a preview operation through this operation option, the web-based presentation can be switched to presentation mode.

[0030] This also includes:

[0031] In the editing state, options are also provided for generating shareable links to convert the content in the web-based presentation into an interactive webpage, so that the link to the interactive webpage can be shared with the target merchant.

[0032] The content in the interactive webpage has an expiration time.

[0033] This also includes:

[0034] By detecting the target merchant's behavior during the browsing of the interactive webpage, the system predicts the target merchant's willingness to sign a contract and provides the prediction results to the corresponding service personnel.

[0035] This also includes:

[0036] The interactive webpage provides an entry point for contacting or making appointments with relevant service personnel;

[0037] After detecting that the target merchant has made a reservation through the operation portal, a notification message is sent to the corresponding service personnel user.

[0038] A presentation processing device, comprising:

[0039] The operation option providing unit is used to provide operation options for generating web-based presentations for target merchants on the target page provided by the customer relationship management system;

[0040] An industry determination unit is used to determine the target industry to which the target merchant belongs in response to a request initiated through the operation option;

[0041] The presentation generation unit is used to generate a web-based presentation according to the presentation generation scheme associated with the target industry. The web-based presentation includes information that customers in the target industry need to pay attention to when making platform entry decisions, as well as relevant information about the target merchant, so as to explain to the target users by demonstrating the web-based presentation.

[0042] A computer-readable storage medium having a computer program stored thereon that, when executed by a processor, implements the steps of any of the preceding methods.

[0043] An electronic device, comprising:

[0044] One or more processors; and

[0045] A memory associated with the one or more processors, the memory being used to store program instructions that, when read and executed by the one or more processors, perform the steps of the method described in any of the preceding descriptions.

[0046] According to the specific embodiments provided in this application, the following technical effects are disclosed:

[0047] This application embodiment provides an option within a Customer Relationship Management (CRM) system to generate web-based presentations for target merchants. When sales personnel or other users need to generate presentations for a target merchant, they can initiate a request through this option. The CRM system, after determining the target merchant's industry, automatically generates a web-based presentation according to the presentation generation scheme associated with that industry. This presentation may include information relevant to customers in the target industry when making platform onboarding decisions, as well as information about the target merchant. Sales personnel can then explain the presentation to the target users. This method eliminates the need for sales personnel to manually collect and format data, significantly improving efficiency.

[0048] In addition, the CRM system can provide an editing mode for web-based presentations. Sales personnel and other users can edit the automatically generated presentations in this mode, including adding annotations, custom images, custom modules, and more. Furthermore, the editing mode can offer options to switch to presentation mode for explaining to specific merchants. Moreover, the editing mode can provide sharing options to generate an interactive webpage. This interactive webpage can be linked to and provided to specific merchants for previewing or reviewing the presentation content. Additionally, the interactive webpage can include sales personnel's contact information and appointment booking entry points, allowing merchants to contact sales personnel or schedule on-site presentations.

[0049] Of course, any product implementing this application does not necessarily need to achieve all of the advantages described above at the same time. Attached Figure Description

[0050] To more clearly illustrate the technical solutions in the embodiments of this application or the prior art, the drawings used in the embodiments will be briefly introduced below. Obviously, the drawings described below are only some embodiments of this application. For those skilled in the art, other drawings can be obtained based on these drawings without creative effort.

[0051] Figure 1 This is a schematic diagram of the system architecture provided in the embodiments of this application;

[0052] Figure 2 This is a flowchart of the method provided in the embodiments of this application;

[0053] Figure 3 This is a schematic diagram of the presentation editing mode provided in the embodiments of this application;

[0054] Figures 4(A), (B), and (C) are schematic diagrams of the presentation mode of the presentation document provided in the embodiments of this application;

[0055] Figure 5 This is a schematic diagram of the interactive webpage mode provided in the embodiments of this application;

[0056] Figure 6 This is a schematic diagram of a notification message provided in an embodiment of this application;

[0057] Figure 7 This is a schematic diagram of the device provided in the embodiments of this application;

[0058] Figure 8 This is a schematic diagram of the electronic device provided in the embodiments of this application. Detailed Implementation

[0059] The technical solutions of the embodiments of this application will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some embodiments of this application, and not all embodiments. All other embodiments obtained by those skilled in the art based on the embodiments of this application are within the scope of protection of this application.

[0060] In this embodiment, a solution for automatically generating web-based presentations is provided based on a CRM (Customer Relationship Management) system. Sales personnel can use these web-based presentations to explain concepts to merchants and other customers online. Furthermore, based on the content of these web-based presentations, corresponding interactive web pages in formats such as H5 can be generated, allowing them to be shared with merchants and other customers. Additionally, methods such as setting expiration times can be used to mitigate data risks, and so on.

[0061] To facilitate understanding of the technical solutions provided in this application's embodiments, it's important to first clarify that a CRM system is software (typically web-based) designed to better manage the relationships between businesses and sales personnel, and between sales personnel and customers. Through a CRM system, sales, marketing, and customer service processes can be automated during the sales process, thereby improving service, reducing costs, standardizing corporate management, and increasing work efficiency. Ultimately, this achieves goals such as attracting new customers, retaining existing customers, converting existing customers into loyal customers, and expanding the market. For example, a CRM system can provide sales personnel with a "public pool" of customer resources (i.e., all sales personnel can view them). While browsing, sales personnel can add some customer resources to their own "private pool" (i.e., only the current salesperson can view them). They can then "record visits" to specific customers to track the results of each visit, and so on. Additionally, the CRM system can provide detailed pages for each customer, which can be used to introduce specific customer information and help sales personnel determine whether they belong to their target customers of interest, and so on.

[0062] In this embodiment, a "Consultation Assistant" function is provided based on the aforementioned CRM system. This function offers a solution for web-based presentations, such as PPT slides. Specifically, the CRM system provides options for generating web-based presentations for specific customers on their details pages. Sales personnel and other users can click these options to request the generation of a web-based presentation for a particular customer. The CRM system then first determines the customer's industry and automatically generates a web-based presentation using a pre-configured presentation generation scheme for that industry. This presentation generation scheme can include multiple modules required for the specific industry, such as industry market analysis, store analysis, successful case studies, suggested solutions, benefits of the solutions, operational plans, customer resources, etc. Each module can include one or more pages of content. The information fields to be displayed on each page and the specific layout can all be configured within the presentation generation scheme. In this way, the CRM system can automatically obtain the corresponding data based on the data interface corresponding to each information field. This includes data such as icons, text, and images. Then, it can be formatted according to the corresponding layout scheme to generate multi-page content in the web-based presentation.

[0063] This web-based presentation can be shown to users such as sales personnel. In this embodiment, the web-based presentation can include multiple modes, such as editing mode, presentation mode, and sharing mode. In editing mode, options such as adding annotations or custom images are provided, allowing sales personnel to add custom content to the automatically generated presentation according to the actual situation. Additionally, the industry information automatically determined by the system can be modified, and users can choose not to display content on certain pages, etc.

[0064] In the editing mode described above, a "Preview" entry is also provided. Clicking this "Preview" entry will take you to the presentation mode. Alternatively, clicking "Preview" will generate a link. During meetings between sales personnel and clients, this presentation mode can be accessed by clicking the "Preview" button on the web-based presentation interface provided by the CRM system, or by visiting the aforementioned link. This presentation mode provides controls for page turning and highlighting key points.

[0065] Furthermore, within the aforementioned editing mode, a "Share" entry can be provided. Clicking this entry will take you to sharing mode, where the content of each page in the presentation can be converted into an interactive webpage format such as H5. A link to this interactive webpage can be provided to the business client for them to view at any time after the meeting. In this sharing mode, multiple pages of content from the presentation can be displayed on the interactive webpage in the form of long images, etc. While some components can still be clickable, options for page turning, highlighting, etc., can be removed. This interactive webpage can be pre-configured with an expiration time to avoid potential data risks from information remaining with the client for extended periods.

[0066] Furthermore, in sharing mode, data tracking can be implemented within the interactive webpage to collect customer behavior data and predict their willingness to sign up, which can then be promptly communicated to sales personnel. Additionally, the interactive webpage can provide an entry point for customers to contact specific sales personnel, allowing them to initiate online communication with sales staff, and so on.

[0067] In this approach, front-end components can be standardized across various modes, allowing the same components to be adapted to different modes. For example, in one scenario, front-end development can be based on the demo mode, while the components from the demo mode can be reused in the edit and share modes, using the same rendering logic.

[0068] From a system architecture perspective, such as Figure 1As shown, this application embodiment can provide functions for generating, editing, presenting, and sharing web-based presentations within a CRM system. It should be noted that the CRM system typically runs in a dedicated network environment within an organization (e.g., the aforementioned B2B e-commerce platform company). Sales personnel can pre-process the web-based presentation using the CRM system within the company. Later, during a visit to a customer, they can access the URL link generated during the preview of the web-based presentation using a browser to display the presentation in presentation mode. Alternatively, sales personnel can connect to the company's dedicated network environment via VPN (Virtual Private Network) to access the aforementioned CRM system and open the web-based presentation in editing mode corresponding to the current customer. In editing mode, clicking "Preview" enters presentation mode. This allows the customer to see that the web-based presentation was specifically generated for them using the e-commerce platform's internal CRM system, further enhancing their sense of importance. In addition, it allows customers to discover that the current salesperson has access to the CRM system within the e-commerce platform, thus providing effective proof of the salesperson's identity and fostering trust among customers.

[0069] The specific implementation schemes provided in the embodiments of this application will be described in detail below.

[0070] First, this application provides a presentation processing method from the perspective of the aforementioned CRM system, see [link to relevant documentation]. Figure 2 The method may include:

[0071] S201: The target page provided by the customer relationship management system offers operation options for generating web-based presentations for the target merchant.

[0072] CRM systems can provide various pages for users such as sales personnel, such as customer list pages, customer detail pages, etc. In this embodiment, such pages can provide operation options for generating web-based presentations for specific customers. Of course, in this embodiment, specific customers are usually merchants; therefore, the operation option for generating web-based presentations for target merchants can be provided on the merchant list page or the detail page of a specific merchant. Thus, if a salesperson needs to visit a merchant, they can initiate a request to generate a web-based presentation by clicking the aforementioned operation option corresponding to that merchant.

[0073] S202: In response to a request initiated through the operation option, determine the target industry to which the target merchant belongs.

[0074] After receiving a request from a salesperson, the CRM system can first determine the target industry of the target merchant, and then generate a web-based presentation based on that industry. In other words, in this embodiment, for ease of implementation, presentations can be generated using the same scheme for the same target industry.

[0075] Specifically, when determining the target industry of a merchant, the system can determine it automatically, for example, based on information such as the merchant's main product categories. Alternatively, in practice, the system can provide sales personnel and other users with the option to correct the target industry of the merchant. In other words, if the system's automatic identification is incorrect or inaccurate, sales personnel can manually input the corrections.

[0076] S203: Generate a web-based presentation according to the presentation generation scheme associated with the target industry. The web-based presentation includes information that customers in the target industry need to pay attention to when making platform entry decisions, as well as relevant information about the target merchant, so as to explain to the target users by demonstrating the web-based presentation.

[0077] Once the target industry is identified, a web-based presentation can be generated based on the presentation generation scheme associated with that industry. In other words, after a sales representative selects to generate a presentation for a specific target merchant, the CRM system can automatically generate a web-based presentation for that merchant.

[0078] In practice, different presentation generation solutions can be provided in advance for various industries. These industries can refer to three-level sub-sectors, or other coarser-grained or finer-grained industry classifications.

[0079] Regarding the presentation generation scheme, it allows defining the identifiers of multiple modules required in the presentation, the number of pages required under each module, the identifiers of the information fields to be displayed on each page, and the corresponding layout template for each page. In other words, a specific presentation generation scheme can be pre-configured for a specific industry. Within this scheme, details such as which modules are needed, how many pages are required in each module, which information fields are required on each page, and how the layout should be executed can all be configured. For example, after determining the industry of the target merchant, data from each information field can be obtained through a pre-defined data interface, and after being formatted according to the specified layout template, multi-page content in the web-based presentation can be generated.

[0080] The specific modules can be tailored to the characteristics of a particular industry. For example, statistics can be compiled beforehand on the information that merchants in a specific industry generally focus on when making platform onboarding decisions, and then modules can be defined. These modules could include any combination of the following: industry market analysis, analysis of stores associated with the target merchant, introduction of successful cases within the industry, suggested solutions, solution benefits, operational plans, customer resources, etc. In other words, the generated web-based presentation can include the content of these modules. This allows clients to obtain information that merchants in their industry generally need from the presentation, helping them make better decisions. For sales personnel, there's no longer a need for item-by-item data collection and formatting; they can directly obtain a presentation tailored to a specific merchant. Furthermore, the presentation can include information such as the specific merchant's name to show that the presentation is customized for that merchant, increasing the merchant's sense of being valued.

[0081] In an optional implementation, the presentation generation scheme may further include a background theme scheme for the presentation, upon which the web-based presentation can be generated. The background theme schemes, including primary color schemes, can be tailored to the specific characteristics of different industries. Furthermore, in practical implementations, CRM systems may categorize merchants into multiple levels. In this case, multiple different background theme schemes can be configured for different merchant levels. This allows the presentation's background theme scheme to be determined based on the target merchant's level.

[0082] Furthermore, after generating the web-based presentation, it can be displayed in edit mode for editing operations. Various editing operations are possible. For example... Figure 3 As shown, the interface displays the editing mode for a presentation generated for a specific merchant. Section 31 displays a list of modules included in the current presentation, which can be the presentation's table of contents or menu. Users can quickly navigate to the corresponding page by clicking on a module. Specific editing options include the option shown at section 32 for modifying the merchant's industry. Thus, the specific editing operation can include modifying the target industry of the target merchant. Correspondingly, after receiving the modified target industry, the CRM system can regenerate the web-based presentation based on the presentation generation scheme associated with the modified target industry. Furthermore, if different background theme schemes are configured according to different merchant levels, then... Figure 3As shown at point 33, options for adjusting merchant levels are also available. Furthermore, as... Figure 3 As shown at point 34, it also provides options for setting contact information such as the sales personnel's name and mobile phone number, etc.

[0083] In addition to the basic editing operations mentioned above, this application embodiment also provides users such as sales personnel with operation options for adding annotations to specific pages, for example, such as... Figure 3 The "Edit Comments" option shown at point 35, etc., allows for editing operations such as adding comments to target pages in the web-based presentation. In practice, if sales personnel or other users feel the need to add informative text or other information to a presentation, they can use this option to add comments to specific pages. Comments can be displayed at the bottom of the page by default, or they can be displayed in other locations depending on the page's layout.

[0084] In addition, to help sales staff and other users explain specific presentation slides, suggestive "sales scripts" can be provided, such as... Figure 3 The "View Script" button shown at point 36, etc., allows you to view the script for the current page. However, this option is not available in presentation mode, and the script itself is not displayed unless the user has extracted and added annotations to the script.

[0085] Besides adding textual annotations to the presentation, specific editing operations can also include adding images to the target page of the web-based presentation, or adding custom modules. For example, a specific module could include a "Personal Introduction" module to display information about the current salesperson or other users. The salesperson might have customized self-introduction information, presented as images. In this case, the "Personal Introduction" module could provide options such as "Upload Image," allowing users to add this self-introduction information to the presentation. Additionally, the module display area 31 could provide an "Add Custom Module" option. Users could then add custom modules based on the system-generated module list, further enriching the presentation content and tailoring it to the needs of the target business.

[0086] Some presentations may include a "Success Stories" section, which may contain one or more pages showcasing the achievements of other merchants in the same industry who have already joined the platform. The system can default to selecting N merchants as success stories. Additionally, the relevant pages within this module provide options to modify the merchants featured in the success stories, allowing sales personnel to change the specific merchants displayed. The system can then re-read the modified merchant data via the relevant API and replace the content displayed under that specific success story module.

[0087] Furthermore, specific editing operations may also include: designating target pages in the web-based presentation as non-displayable. In other words, by default, the system generates multiple pages of content in the presentation; after viewing this content, sales personnel and other users can choose not to display certain pages to the merchant, and so on.

[0088] After editing, the presentation can be switched to presentation mode for explaining to merchants. Specifically, in the editing state, options for demonstrating the web-based presentation are also provided. For example... Figure 3 The "Preview PPT" option shown at point 37, etc., allows sales personnel and other users to switch to presentation mode by clicking this option in edit mode. In one method, clicking the "Preview" option not only enters presentation mode but also generates a URL link for the presentation mode. Sales personnel can save this link and open the presentation in presentation mode via a browser when visiting and explaining to the merchant later. Alternatively, when visiting a specific merchant, sales personnel can access the presentation's edit mode interface through the CRM system and click "Preview" to enter presentation mode. Of course, in this method, since the CRM system typically runs on a dedicated network environment, sales personnel must first connect to this dedicated network environment via VPN or similar means and start the CRM system. By doing so, since the sales personnel are logging into the CRM system and opening and presenting the presentation in front of the merchant, it not only makes the merchant feel valued but also effectively proves the sales personnel's identity, enhancing the merchant's trust in the sales personnel.

[0089] In presentation mode, the content can be consistent with the content in the edited presentation. Alternatively, if certain pages are specified not to be shown to the merchant during editing, these pages can be hidden in presentation mode. Specifically, as shown in Figure 4(A), the cover in presentation mode can display the merchant's name, sales personnel information, etc. Additionally, as shown in Figure 4(B), a separate table of contents can be provided in presentation mode, displaying the names of modules included in the presentation. During the presentation, an option to return to this table of contents can be provided, for example, the option shown at point 41 in Figure 4(C). This allows for quick location of specific modules. Furthermore, as shown at point 42 in Figure 4(C), options such as a "quick pen" can be provided for marking key content in the presentation during the presentation. Additionally, as shown at point 43 in Figure 4(C), controls for forward and backward navigation can be provided for sales personnel to navigate through the presentation during the presentation.

[0090] After the salesperson completes their presentation based on the specific demonstration mode, they can return to the CRM system's editing mode for that presentation. This mode offers options to generate a shareable link, converting the web-based presentation into an interactive webpage. This interactive webpage link can then be shared with the target merchant for later review. Alternatively, before the salesperson's in-person presentation, a link to this interactive webpage can be generated and provided to the merchant, allowing them to view the webpage before deciding whether to schedule an in-person presentation. For example... Figure 3 As shown at point 38, there could be options such as "Generate customer sharing link". Sales personnel can use this option to generate interactive web pages in H5 or other formats, and provide the link to these interactive web pages to merchants, who can then open the link through instant messaging tools or browser tools.

[0091] These interactive web pages can be accessed in a shared network environment. The content can be identical to the presentation in presentation mode, but instead of being displayed page-by-page, it can be presented as a webpage. In practice, the interactive webpage can also be divided into a mobile version and a PC version. Both versions can use the same code but different styles. For example, on mobile devices, due to the narrow and tall screen, a streaming display can be used, while on PCs, a waterfall display can be used, and so on. Furthermore, these interactive webpages can have an expiration time; after the expiration date, the content will no longer be viewable, thus reducing data security risks. The specific expiration time can also be set in the CRM system.

[0092] Furthermore, in practical implementation, the target merchant's willingness to sign a contract can be predicted by detecting their behavior while browsing the interactive webpage, and the prediction results can be provided to the corresponding service personnel. For example, the willingness to sign a contract can be judged based on the number of times the merchant clicks to browse the interactive webpage or the length of time they stay there, and so on.

[0093] Furthermore, the interactive webpage can also provide an entry point for contacting relevant service personnel. For example, such as... Figure 5 As shown at point 51, contact information for specific sales personnel can be provided during the interactive webpage display. This contact information can include the salesperson's mobile phone number, and can also provide options to schedule an in-person demonstration service via linked instant messaging tools, etc. For example, when the merchant clicks... Figure 5 After clicking "Schedule a dedicated sales representative" as shown at point 51, notification messages can also be sent to the corresponding sales personnel through the CRM system. For example, ... Figure 6 As shown, the specific notification message can display the name of the merchant who clicked to make an appointment, the appointment time, and so on. It can also prompt sales staff to follow up, allowing them to further schedule a specific on-site visit with the merchant.

[0094] It should be noted that, in practical implementation, the web-based presentation in this application embodiment can be implemented using SVG (Scalable Vector Graphics). Specifically, the template can be converted into SVG vector graphics. When generating the presentation, the vector graphics are edited in the code, and then exported as image files and inserted into the template file. This ensures that the clarity of the presentation is not affected by scaling operations.

[0095] In summary, this application embodiment provides an option to generate web-based presentations for target merchants through a Customer Relationship Management (CRM) system. When sales personnel or other users need to generate presentations for a target merchant, they can initiate a request through this option. The CRM system, after determining the industry to which the target merchant belongs, automatically generates a web-based presentation according to the presentation generation scheme associated with that industry. This presentation may include information that customers in the target industry need to consider when making platform onboarding decisions, as well as relevant information about the target merchant. Sales personnel can then explain the presentation to the target users. This method eliminates the need for sales personnel to manually collect and format data, thus improving efficiency.

[0096] In addition, the CRM system can provide an editing mode for web-based presentations. Sales personnel and other users can edit the automatically generated presentations in this mode, including adding annotations, custom images, custom modules, and more. Furthermore, the editing mode can offer options to switch to presentation mode for explaining to specific merchants. Moreover, the editing mode can provide sharing options to generate an interactive webpage. This interactive webpage can be linked to and provided to specific merchants for previewing or reviewing the presentation content. Additionally, the interactive webpage can include sales personnel's contact information and appointment booking entry points, allowing merchants to contact sales personnel or schedule on-site presentations.

[0097] It should be noted that the embodiments of this application may involve the use of user data. In practical applications, user-specific personal data may be used in the scheme described herein within the scope permitted by applicable laws and regulations, provided that it complies with the applicable laws and regulations of the country (e.g., with the user's explicit consent, with the user being properly notified, etc.).

[0098] Corresponding to the foregoing method embodiments, this application also provides a presentation processing apparatus, see below. Figure 7 The device may include:

[0099] Operation option providing unit 701 is used to provide operation options for generating web-based presentations for target merchants on the target page provided by the customer relationship management system;

[0100] Industry determination unit 702 is used to determine the target industry to which the target merchant belongs in response to a request initiated through the operation option;

[0101] The presentation generation unit 703 is used to generate a web-based presentation according to the presentation generation scheme associated with the target industry. The web-based presentation includes information that customers in the target industry need to pay attention to when making platform entry decisions, as well as relevant information about the target merchants, so as to explain to the target users by demonstrating the web-based presentation.

[0102] The presentation generation scheme includes: identifiers of multiple modules required in the presentation, the number of pages required under each module, identifiers of information fields required to be displayed on each page, and layout templates corresponding to each page.

[0103] The presentation generation unit can specifically be used for:

[0104] The data in each information field is obtained through a preset data interface, and after being formatted according to the formatting template, multi-page content in the web-based presentation is generated.

[0105] The multiple modules include any combination of the following: industry market analysis, analysis of stores associated with the target merchant, introduction of successful cases in the industry, suggested solutions, solution benefits, operation plan, and customer resources.

[0106] Specifically, the presentation generation scheme also includes: a background theme scheme for the presentation, so as to generate the web-based presentation based on the background theme scheme.

[0107] The device may further include:

[0108] The background theme scheme determination unit is used to determine the background theme scheme of the presentation based on the level to which the target merchant belongs.

[0109] Additionally, the device may also include:

[0110] The editing mode display unit is used to display the web-based presentation in an editing state after the web-based presentation is generated, so that the web-based presentation can be edited.

[0111] The editing operation includes: modifying the target industry to which the target merchant belongs;

[0112] At this point, the presentation generation unit can also be used for:

[0113] Upon receiving the revised target industry, the web-based presentation is regenerated based on the revised presentation generation scheme associated with the target industry.

[0114] Alternatively, the editing operation may include adding annotations to the target page of the web-based presentation.

[0115] Alternatively, the editing operation may include: designating the target page in the web-based presentation as a non-display state.

[0116] Alternatively, the editing operations may include: adding an image to a target page in the web-based presentation, or adding a custom module to the web-based presentation.

[0117] Additionally, the device may also include:

[0118] The explanation prompt unit is used to provide operation options for viewing explanation prompt information on each page in the editing state.

[0119] Furthermore, the device may also include:

[0120] The presentation mode generation unit is configured to provide, in the editing state, an operation option for previewing the web-based presentation, so that after receiving a preview operation through the operation option, the web-based presentation is switched to presentation mode.

[0121] An interactive webpage generation unit is configured to, in the editing state, also provide operation options for generating a shareable link, so as to convert the content in the webpage presentation into an interactive webpage, so as to share the link of the interactive webpage with the target merchant.

[0122] The content in the interactive webpage has an expiration time.

[0123] Additionally, the device may also include:

[0124] The prediction unit is used to predict the target merchant's willingness to sign a contract by detecting the target merchant's behavior during the browsing of the interactive webpage, and to provide the prediction results to the corresponding service personnel.

[0125] Furthermore, the device may also include:

[0126] The appointment entry providing unit is used to provide an operation entry point in the interactive webpage for contacting or making an appointment with the corresponding service personnel;

[0127] The notification unit is used to send a notification message to the corresponding service personnel user after detecting that the target merchant has performed a reservation operation through the operation entry.

[0128] In addition, embodiments of this application also provide a computer-readable storage medium storing a computer program thereon, which, when executed by a processor, implements the steps of the method described in any of the foregoing method embodiments.

[0129] And an electronic device, comprising:

[0130] One or more processors; and

[0131] A memory associated with the one or more processors, the memory being used to store program instructions that, when read and executed by the one or more processors, perform the steps of the method described in any of the foregoing method embodiments.

[0132] in, Figure 8 An exemplary architecture of an electronic device is shown, which may include a processor 810, a video display adapter 811, a disk drive 812, an input / output interface 813, a network interface 814, and a memory 820. The processor 810, video display adapter 811, disk drive 812, input / output interface 813, network interface 814, and memory 820 can communicate with each other via a communication bus 830.

[0133] The processor 810 can be implemented using a general-purpose CPU (Central Processing Unit), microprocessor, application-specific integrated circuit (ASIC), or one or more integrated circuits, and is used to execute relevant programs to achieve the technical solution provided in this application.

[0134] The memory 820 can be implemented in the form of ROM (Read Only Memory), RAM (Random Access Memory), static storage device, dynamic storage device, etc. The memory 820 can store the operating system 821 for controlling the operation of the electronic device 800, and the basic input / output system (BIOS) for controlling the low-level operations of the electronic device 800. Additionally, it can store a web browser 823, a data storage management system 824, and a presentation processing system 825, etc. The aforementioned presentation processing system 825 can be the application program that specifically implements the aforementioned steps in this embodiment. In summary, when implementing the technical solution provided in this application through software or firmware, the relevant program code is stored in the memory 820 and executed by the processor 810.

[0135] The input / output interface 813 is used to connect input / output modules to enable information input and output. Input / output modules can be configured as components within the device (not shown in the figure) or externally connected to the device to provide corresponding functions. Input devices may include keyboards, mice, touchscreens, microphones, various sensors, etc., while output devices may include displays, speakers, vibrators, indicator lights, etc.

[0136] Network interface 814 is used to connect a communication module (not shown in the figure) to enable communication between this device and other devices. The communication module can communicate via wired means (such as USB, Ethernet cable, etc.) or wireless means (such as mobile network, WIFI, Bluetooth, etc.).

[0137] Bus 830 includes a pathway for transmitting information between various components of the device, such as processor 810, video display adapter 811, disk drive 812, input / output interface 813, network interface 814, and memory 820.

[0138] It should be noted that although the above-described device only shows the processor 810, video display adapter 811, disk drive 812, input / output interface 813, network interface 814, memory 820, bus 830, etc., in specific implementations, the device may also include other components necessary for normal operation. Furthermore, those skilled in the art will understand that the above-described device may only include the components necessary for implementing the solution of this application, and does not necessarily include all the components shown in the figures.

[0139] As can be seen from the above description of the embodiments, those skilled in the art can clearly understand that this application can be implemented by means of software plus necessary general-purpose hardware platforms. Based on this understanding, the technical solution of this application, in essence, or the part that contributes to the prior art, can be embodied in the form of a software product. This computer software product can be stored in a storage medium, such as ROM / RAM, magnetic disk, optical disk, etc., and includes several instructions to cause a computer device (which may be a personal computer, server, or network device, etc.) to execute the methods described in various embodiments or some parts of the embodiments of this application.

[0140] The various embodiments in this specification are described in a progressive manner. Similar or identical parts between embodiments can be referred to mutually. Each embodiment focuses on describing the differences from other embodiments. In particular, for system or system embodiments, since they are basically similar to method embodiments, the description is relatively simple, and relevant parts can be referred to the descriptions in the method embodiments. The systems and system embodiments described above are merely illustrative. The units described as separate components may or may not be physically separate. The components shown as units may or may not be physical units; that is, they may be located in one place or distributed across multiple network units. Some or all of the modules can be selected to achieve the purpose of this embodiment according to actual needs. Those skilled in the art can understand and implement this without creative effort.

[0141] The presentation processing method and electronic device provided in this application have been described in detail above. Specific examples have been used to illustrate the principles and implementation methods of this application. The descriptions of the embodiments above are only for the purpose of helping to understand the method and its core ideas. Furthermore, those skilled in the art will recognize that, based on the ideas of this application, there will be changes in the specific implementation methods and application scope. Therefore, the content of this specification should not be construed as a limitation of this application.

Claims

1. A method for processing presentation slides, characterized in that, include: The customer relationship management system provides target pages for service personnel within the system with options for generating web-based presentations for target merchants. In response to a request initiated by the service personnel through the operation options, the target industry to which the target merchant belongs is determined; Based on the presentation generation scheme associated with the target industry, a web-based presentation is generated. This web-based presentation includes information that customers in the target industry need to consider when making platform onboarding decisions, as well as relevant information about the target merchant, to explain the information to target users through the presentation. The presentation generation scheme includes: identifiers of the multiple modules required in the presentation, the number of pages required under each module, identifiers of the information fields to be displayed on each page, and corresponding layout templates for each page. When generating the web-based presentation, data from each information field is obtained through a pre-defined data interface, and the layout is then executed according to the layout templates to generate the multi-page content of the web-based presentation. After generating the web-based presentation, the web-based presentation is displayed in an editable state for editing operations. It also provides options for generating a shareable link, so that the content in the web-based presentation can be converted into an interactive webpage, and the link of the interactive webpage can be shared with the target merchant. By detecting the target merchant's behavior during the browsing of the interactive webpage, the merchant's willingness to sign a contract is predicted, and the prediction results are provided to the service personnel.

2. The method according to claim 1, characterized in that, The multiple modules include any combination of the following: industry market analysis, analysis of stores associated with the target merchant, introduction of successful cases in the industry, suggested solutions, solution benefits, operation plan, and customer resources.

3. The method according to claim 1, characterized in that, The presentation generation scheme also includes a background theme scheme for the presentation, so as to generate the web-based presentation based on the background theme scheme.

4. The method according to claim 1, characterized in that, The editing operation also includes adding annotations to the target page in the web-based presentation.

5. The method according to claim 1, characterized in that, The editing operation includes: designating the target page in the web-based presentation as a non-display state.

6. The method according to claim 1, characterized in that, The editing operations include: adding images to the target page of the web-based presentation, or adding custom modules to the web-based presentation.

7. The method according to claim 1, characterized in that, Also includes: In the editing state, an operation option is also provided for previewing the web-based presentation, so that after receiving a preview operation through this operation option, the web-based presentation can be switched to presentation mode.

8. The method according to claim 1, characterized in that, Also includes: The interactive webpage provides an entry point for contacting or making appointments with relevant service personnel; After detecting that the target merchant has made a reservation through the operation portal, a notification message is sent to the corresponding service personnel user.

9. A computer-readable storage medium having a computer program stored thereon, characterized in that, When executed by a processor, the program implements the steps of the method described in any one of claims 1 to 8.

10. An electronic device, characterized in that, include: One or more processors; as well as A memory associated with the one or more processors, the memory being used to store program instructions that, when read and executed by the one or more processors, perform the steps of the method according to any one of claims 1 to 8.

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