Client information management method and system based on real estate transaction

Abstract

The invention discloses a client information management method and system based on real estate transaction, relates to the technical field of client information management, and solves the technical problem that client information management cannot be evaluated according to a real-time product demand trend, so that client types cannot be distinguished according to different demand trend stages in the prior art. Specifically, a demand trend evaluation unit evaluates the demand trend of a real-time sales product, collects demand trend information, substitutes the demand trend information into a formula to obtain a demand trend evaluation coefficient in a real-time circulation stage, and deduces that the current circulation stage is in a purchaser market or a supplier market according to coefficient comparison; a customer stage analysis unit performs customer stage analysis according to the real-time circulation stage, obtains the speed-to-time ratio information of a supplier and the speed-to-time ratio information of a purchaser, deduces whether a current customer is a customer in a knowing stage or a customer in an intention stage according to information comparison, and correspondingly sends the customer to a customer information management platform; the label classification setting unit performs label classification setting on clients.

Description

Technical Field

[0001] The present invention relates to the technical field of customer information management, and in particular to a customer information management method and system based on real estate transactions. Background Art

[0002] Real estate customer information management methods, diversified collection channels; offline channels: arrange staff to collect customer information at real estate exhibitions, sales office open events and other occasions. Obtain basic information such as name, contact information, purchase budget, purchase area, etc. through customer information registration forms filled out by customers, and record customers' special needs for real estate during the conversation, such as whether it is close to schools, apartment type requirements, etc.; online channels, information integration and entry.

[0003] However, in the existing technology, customer information management cannot be evaluated based on real-time product demand trends, so that customer types cannot be differentiated according to different demand trend stages, and the targeted information management cannot be improved, which reduces customer maintenance efficiency. In addition, customers cannot be labeled and classified, resulting in low customer classification accuracy and inability to conduct maintenance communication in a timely manner.

[0004] In view of the above technical defects, a solution is now proposed. Summary of the invention

[0005] The purpose of the present invention is to solve the above-mentioned problems and to propose a customer information management method and system based on real estate transactions.

[0006] The purpose of the present invention can be achieved through the following technical solutions:

[0007] A customer information management system based on real estate transactions, comprising a customer information management platform, wherein the customer information management platform is communicatively connected with a demand trend assessment unit, a customer stage analysis unit and a label classification setting unit;

[0008] The demand trend evaluation unit evaluates the demand trend of the real-time sales product, collects demand trend information, and substitutes it into the formula to obtain the demand trend evaluation coefficient in the real-time circulation stage, and infers whether the current circulation stage is in the buyer's market or the supplier's market based on the coefficient comparison;

[0009] The customer stage analysis unit performs customer stage analysis based on the real-time circulation stage, obtains the supplier's speed-to-quality ratio information and the buyer's speed-to-time ratio information, and infers that the current customer is a customer in the understanding stage or a customer in the intention stage based on information comparison, and sends the corresponding information to the customer information management platform;

[0010] The label classification setting unit performs label classification setting for customers.

[0011] As a preferred embodiment of the present invention, the demand trend information includes the numerical ratio of the increase rate of product pending sales volume to the decrease rate of product sales volume during the real-time circulation stage of the sales product, the numerical ratio of the corresponding span of the quantity increase span in the consultation stage of the product buyer to the span of the quantity increase in the purchase stage during the real-time circulation stage of the sales product, and the numerical ratio of the continuous delay rate of the product transaction cycle of the product seller during the real-time circulation stage of the sales product to the average transaction cycle of the seller's product after the price adjustment.

[0012] As a preferred embodiment of the present invention, the formula is: Among them, X is the demand trend assessment coefficient, fg1, fg2 and fg3 are preset proportional coefficients, and β is the error correction factor, which is 1.09.

[0013] As a preferred implementation of the present invention, the demand trend evaluation coefficient is compared with the evaluation coefficient threshold:

[0014] If the demand trend evaluation coefficient exceeds the evaluation coefficient threshold, the current circulation stage is marked as a buyer's market; if the demand trend evaluation coefficient does not exceed the evaluation coefficient threshold, the current circulation stage is marked as a supplier's market.

[0015] As a preferred embodiment of the present invention, the supplier speed ratio information and the buyer speed ratio information are respectively the numerical ratio of the growth rate of the total number of buyers paying attention to any sales product and the corresponding numerical ratio of the increase span of the current customer communication frequency, and the numerical ratio of the decrease rate of the total number of buyers paying attention to the sales product and the continuous duration of the current customer communication with the same sales product.

[0016] As a preferred embodiment of the present invention, if the supplier's speed-to-span ratio information exceeds the speed span value ratio threshold, and the buyer's speed-to-time ratio information exceeds the speed-to-time value ratio threshold, the corresponding customer is marked as a customer in the understanding stage, and the stage and the corresponding customer name are sent to the customer information management platform;

[0017] If the supplier's speed-to-span ratio information does not exceed the speed span value ratio threshold, or the buyer's speed-to-time ratio information does not exceed the speed-to-duration value ratio threshold, the corresponding customer will be marked as an intended stage customer and the stage and corresponding customer name will be sent to the customer information management platform.

[0018] As a preferred embodiment of the present invention, the label classification setting unit process is as follows:

[0019] The customer's pre-filled information is obtained, and the pre-filled information is represented by identity information, added date information, contact information and other information. The number of customers with the same type of information and the number of customers with different types of information in the customer's pre-filled information are obtained, and the customer information quantity ratio is calculated based on the ratio. If the customer information quantity ratio exceeds the set quantity ratio threshold, the corresponding customer information is marked as classified label information, and the corresponding customer information is used as a label for the corresponding customer; if the customer information quantity ratio does not exceed the set quantity ratio threshold, the corresponding customer information is marked as non-classified label information, and the corresponding customer information is not used as a label for the corresponding customer.

[0020] As a preferred implementation of the present invention, customers with classification label information are marked as segmented customers, customer information related to sales products in the chat records of segmented customers is obtained, and information proposed by customers of the same type in the segmented customers is analyzed. If the number of customers with the same information corresponding to the current customer proposal exceeds the quantity threshold, segmentation is continued. Conversely, if the number of customers with the same information corresponding to the current customer proposal does not exceed the quantity threshold, the current customer proposal is used as a segmentation label.

[0021] A customer information management method based on real estate transactions, the specific management method is as follows:

[0022] Demand trend assessment: assess the demand trend of real-time sales products, collect demand trend information, and substitute it into the formula to obtain the demand trend assessment coefficient in the real-time circulation stage, and infer whether the current circulation stage is in the buyer's market or the supplier's market based on the coefficient comparison;

[0023] Customer stage analysis: Conduct customer stage analysis based on the real-time circulation stage, obtain the supplier's speed-to-quality ratio information and the buyer's speed-to-time ratio information, and infer that the current customer is a customer in the understanding stage or a customer in the intention stage based on information comparison, and send the corresponding information to the customer information management platform;

[0024] Label classification setting unit; customers perform label classification setting.

[0025] Compared with the prior art, the present invention has the following beneficial effects:

[0026] 1. In the present invention, the demand trend of real-time sales products is evaluated, so as to infer the current supply and demand relationship based on the real-time sales demand, so as to further manage customer information, improve the efficiency of customer information management, and carry out targeted maintenance of different types of customers; customer stage analysis is carried out according to the real-time circulation stage, and the stage of the transaction of the current customer is inferred through stage analysis, so as to facilitate customer classification according to the actual stage, and targeted maintenance can be carried out through classification, thereby improving the efficiency of successful transactions.

[0027] 2. In the present invention, labels are classified and set for customers. Labels are set according to real-time customer information and further information analysis is performed on customers with the same label. New unique labels are generated according to the customer communication process, which improves customer differentiation and can quickly understand the current customer's communication progress, so as to give customers timely and appropriate replies, thereby promoting the probability of transaction. Customer value analysis is performed, and the value of current existing customers is inferred in order to carry out targeted information management of customer information, reduce information storage pressure, and improve customer information classification efficiency, so as to carry out targeted customer maintenance and communication, and improve transaction success rate. BRIEF DESCRIPTION OF THE DRAWINGS

[0028] In order to facilitate understanding by those skilled in the art, the present invention is further described below with reference to the accompanying drawings.

[0029] Figure 1 This is a principle block diagram of Embodiment 1 of the present invention;

[0030] Figure 2 This is a principle block diagram of Embodiment 1 of the present invention. DETAILED DESCRIPTION

[0031] In order to enable those skilled in the art to better understand the scheme of the present invention, the technical scheme 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 are only part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of the present invention.

[0032] Reference to "embodiments" herein means that a particular feature, structure, or characteristic described in conjunction with the embodiments may be included in at least one embodiment of the present invention. The appearance of the phrase in various places in the specification does not necessarily refer to the same embodiment, nor is it an independent or alternative embodiment that is mutually exclusive with other embodiments. It is explicitly and implicitly understood by those skilled in the art that the embodiments described herein may be combined with other embodiments.

[0033] Embodiment 1

[0034] See also Figure 1 As shown, a customer information management system based on real estate transactions includes a customer information management platform, wherein the customer information management platform is communicatively connected with a demand trend evaluation unit, a customer stage analysis unit, and a label classification setting unit;

[0035] The customer information management platform generates a demand trend assessment signal and sends the demand trend assessment signal to the demand trend assessment unit. After receiving the demand trend assessment signal, the demand trend assessment unit assesses the demand trend of the real-time sales product, thereby inferring the current supply and demand relationship based on the real-time sales demand, so as to further manage customer information, improve customer information management efficiency, and carry out targeted maintenance of different types of customers, where the sales product is real estate in this application;

[0036] Obtain the corresponding speed numerical ratio of the speed of increase of product pending sales volume and the speed of decrease of product sales volume in the real-time circulation stage of the sales product, and at the same time obtain the corresponding span numerical ratio of the span of increase of quantity in the consultation stage of the product purchaser and the span of increase of quantity in the purchase stage in the real-time circulation stage of the sales product, and mark the corresponding speed numerical ratio of the speed of increase of product pending sales volume and the speed of decrease of product sales volume in the real-time circulation stage of the sales product and the corresponding span numerical ratio of the span of increase of quantity in the consultation stage of the product purchaser and the span of increase of quantity in the purchase stage in the real-time circulation stage of the sales product as SDB and KDB respectively;

[0037] At the same time, the corresponding numerical ratio of the continuous delay speed of the product seller's product transaction cycle in the real-time circulation stage of the sales product and the average transaction cycle of the seller's product after the price adjustment is obtained, and the corresponding numerical ratio of the continuous delay speed of the product seller's product transaction cycle in the real-time circulation stage of the sales product and the average transaction cycle of the seller's product after the price adjustment is marked as SZB; wherein the numerical comparison performs numerical floating analysis on the two sets of data collected, without considering the impact of inconsistent units;

[0038] The above collected information is uniformly marked as demand trend information, and substituted into the formula to obtain the demand trend evaluation coefficient in the real-time circulation stage. The formula is: Among them, X is the demand trend assessment coefficient, fg1, fg2 and fg3 are preset proportional coefficients, and β is the error correction factor, which is 1.09;

[0039] Compare the demand trend evaluation coefficient in the real-time circulation stage with the evaluation coefficient threshold:

[0040] If the demand trend evaluation coefficient in the real-time circulation stage exceeds the evaluation coefficient threshold, it is inferred that the current circulation stage is in a state where supply exceeds demand, and the current circulation stage is marked as a buyer's market; if the demand trend evaluation coefficient in the real-time circulation stage does not exceed the evaluation coefficient threshold, it is inferred that the current circulation stage is in a state where supply is less than demand, and the current circulation stage is marked as a supplier's market;

[0041] At the same time, a customer stage analysis signal is generated and sent to the customer stage analysis unit. After receiving the customer stage analysis signal, the customer stage analysis unit performs customer stage analysis according to the real-time circulation stage, and infers which stage of the transaction the current customer is in through stage analysis, so as to facilitate customer classification according to the actual stage, and can perform targeted maintenance through classification, thereby improving the efficiency of successful transactions;

[0042] When the current circulation stage is in the supplier market, the total growth rate of the number of buyers paying attention to any sales product is obtained and the corresponding numerical ratio of the increase span of the current customer communication frequency. When the current circulation stage is in the buyer market, the total quantity ratio of the sales product that buyers pay attention to is obtained. The corresponding numerical ratio of the duration of the current customer communication with the same sales product, where the overall quantity ratio is expressed as the numerical ratio of the average number of sales products that buyers pay attention to and the numerical ratio of the increase in the number of sales products, and the numerical ratio in this application is calculated by the ratio of the two data. If the units of the two data are not unified, the unit impact is ignored, and the impact analysis of the fluctuation of the numerical value is performed;

[0043] The growth rate of the total number of buyers’ attention to any sales product and the corresponding numerical ratio of the increase span of the current customer communication frequency, and the decrease rate of the total number of buyers’ attention to the sales product and the corresponding numerical ratio of the duration of the current customer’s communication with the same sales product are marked as the supplier’s speed ratio information and the buyer’s speed ratio information, and are compared with the speed span numerical ratio threshold and the speed duration numerical ratio threshold respectively:

[0044] If the growth rate of the total number of buyers paying attention to any sales product and the corresponding numerical ratio of the increase span of the current customer communication frequency exceed the speed span numerical ratio threshold, and the total number of buyers paying attention to the sales product and the corresponding numerical ratio of the duration of the current customer's communication with the same sales product exceed the speed duration numerical ratio threshold, it is inferred that the current customer's intention is not high, and the corresponding customer is marked as a customer in the understanding stage, and the stage and the corresponding customer name are sent to the customer information management platform;

[0045] If the growth rate of the total number of buyers paying attention to any sales product and the corresponding numerical ratio of the increase span of the current customer communication frequency do not exceed the speed span numerical ratio threshold, or the corresponding numerical ratio of the total number of buyers paying attention to the sales product and the continuous duration of the current customer communicating with the same sales product do not exceed the speed duration numerical ratio threshold, it is inferred that the current customer has a high intention, and the corresponding customer is marked as an intention stage customer, and the stage and the corresponding customer name are sent to the customer information management platform;

[0046] After completing the customer stage analysis, a label classification setting signal is generated and sent to the label classification setting unit. After receiving the label classification setting signal, the label classification setting unit sets labels for the customer, sets labels based on real-time customer information, and further analyzes information on customers with the same label. A new unique label is generated based on the customer communication process, which improves customer differentiation and can quickly understand the current customer communication progress, so as to give customers a timely and appropriate response, thereby promoting the probability of a deal.

[0047] The pre-filled information of the customer is obtained, and the pre-filled information is represented by identity information, added date information, contact information added reason information and other information. The number of customers with the same information of any type and the number of customers with different information of any type in the pre-filled information of the customer are obtained, and the customer information quantity ratio is calculated based on the ratio. If the customer information quantity ratio exceeds the set quantity ratio threshold, the corresponding customer information is marked as classified label information, and the corresponding customer information is used as a label for the corresponding customer, such as a surname; if the customer information quantity ratio does not exceed the set quantity ratio threshold, the corresponding customer information is marked as non-classified label information, and the corresponding customer information is not used as a label for the corresponding customer, such as gender;

[0048] Mark the customers with classification label information as segmented customers, obtain the customer information related to the sales product in the chat records of the segmented customers, and analyze the information proposed by customers of the same type in the segmented customers. If the number of customers with the same information proposed by the current customer exceeds the quantity threshold, continue to segment. On the contrary, if the number of customers with the same information proposed by the current customer does not exceed the quantity threshold, the information proposed by the current customer is used as the segmentation label. The specific customer information proposed includes the meeting place, the expected price of the sales product, the house viewing time of the sales product, etc.

[0049] Embodiment 2

[0050] See also Figure 2 As shown, in the previous embodiment, this embodiment adds a customer value analysis unit. After the customer information management platform completes the information analysis, it generates a customer value analysis signal and sends the customer value analysis signal to the customer value analysis unit. After receiving the customer value analysis signal, the customer value analysis unit performs value analysis on the customer, infers the value of the current existing customer, so as to facilitate targeted information management of customer information, reduce information storage pressure, improve customer information classification efficiency, facilitate targeted customer maintenance and communication, and improve transaction success rate;

[0051] The decreasing span of the communication frequency after the customers in the intention stage complete the transaction is obtained, and the continuously increasing span value of the communication interval cycle before the customers in the understanding stage complete the transaction is obtained. The decreasing span of the communication frequency after the customers in the intention stage complete the transaction and the continuously increasing span value of the communication interval cycle before the customers in the understanding stage complete the transaction are compared with the frequency decreasing span threshold and the cycle increasing span threshold respectively:

[0052] If the decrease span of the communication frequency after the customer in the intention stage completes the transaction exceeds the frequency decrease span threshold, or the continuous increase span value of the communication interval period before the customer in the understanding stage completes the transaction exceeds the period increase span threshold, it is inferred that the customer value analysis in the currently stored customer information is low, and a low-end customer signal is generated and sent to the customer information management platform. After receiving the low-end customer signal, the customer information management platform deletes and controls the stored customer information;

[0053] If the decrease span of the communication frequency after the customer in the intention stage completes the transaction does not exceed the frequency decrease span threshold, and the continuous increase span value of the communication interval period before the customer in the understanding stage completes the transaction does not exceed the period increase span threshold, it is inferred that the customer value analysis in the currently stored customer information is high, and a high-end customer signal is generated and sent to the customer information management platform; after receiving the high-end customer signal, the customer information management platform will remind the customer to communicate when no communication has been carried out;

[0054] A customer information management method based on real estate transactions, the specific management method is as follows:

[0055] Demand trend assessment: assess the demand trend of real-time sales products, collect demand trend information, and substitute it into the formula to obtain the demand trend assessment coefficient in the real-time circulation stage, and infer whether the current circulation stage is in the buyer's market or the supplier's market based on the coefficient comparison;

[0056] Customer stage analysis: Conduct customer stage analysis based on the real-time circulation stage, obtain the supplier's speed-to-quality ratio information and the buyer's speed-to-time ratio information, and infer that the current customer is a customer in the understanding stage or a customer in the intention stage based on information comparison, and send the corresponding information to the customer information management platform;

[0057] Label classification setting unit; customers perform label classification setting.

[0058] The above formulas are obtained by collecting a large amount of data and performing software simulation, and a formula close to the actual value is selected. The coefficients in the formula are set by technicians in this field according to actual conditions;

[0059] When the present invention is in use, the demand trend evaluation unit evaluates the demand trend of the real-time sales product, collects demand trend information, and substitutes it into the formula to obtain the demand trend evaluation coefficient in the real-time circulation stage, and infers whether the current circulation stage is in the buyer's market or the supplier's market based on the coefficient comparison; the customer stage analysis unit performs customer stage analysis based on the real-time circulation stage, obtains the supplier's speed-to-quality ratio information and the buyer's speed-to-time ratio information, and infers that the current customer is a customer in the understanding stage or a customer in the intention stage based on the information comparison, and sends it to the customer information management platform accordingly; the label classification setting unit sets label classification for the customer.

[0060] The preferred embodiments of the present invention disclosed above are only used to help explain the present invention. The preferred embodiments do not describe all the details in detail, nor do they limit the invention to only specific implementation methods. Obviously, many modifications and changes can be made according to the content of this specification. This specification selects and specifically describes these embodiments in order to better explain the principles and practical applications of the present invention, so that those skilled in the art can understand and use the present invention well. The present invention is limited only by the claims and their full scope and equivalents.

Claims

1. A customer information management system based on real estate transactions, characterized in that: It includes a customer information management platform, wherein the customer information management platform is communicatively connected with a demand trend evaluation unit, a customer stage analysis unit, and a label classification setting unit; The demand trend evaluation unit evaluates the demand trend of the real-time sales product, collects demand trend information, and substitutes it into the formula to obtain the demand trend evaluation coefficient in the real-time circulation stage, and infers whether the current circulation stage is in the buyer's market or the supplier's market based on the coefficient comparison; The customer stage analysis unit performs customer stage analysis based on the real-time circulation stage, obtains the supplier's speed-to-quality ratio information and the buyer's speed-to-time ratio information, and infers that the current customer is a customer in the understanding stage or a customer in the intention stage based on information comparison, and sends the corresponding information to the customer information management platform; The label classification setting unit performs label classification setting for customers.

2. A customer information management system based on real estate transactions according to claim 1, characterized in that: Demand trend information includes the numerical ratio of the increase rate of product pending sales to the corresponding speed of product sales decrease during the real-time circulation stage of sales products, the numerical ratio of the corresponding span of the increase span of the quantity in the consultation stage of product buyers to the span of the increase span in the purchase stage during the real-time circulation stage of sales products, and the numerical ratio of the continuous delay rate of the product transaction cycle of the product sellers during the real-time circulation stage of sales products to the corresponding numerical ratio of the average transaction cycle of the sellers' products after price adjustment.

3. A customer information management system based on real estate transactions according to claim 2, characterized in that: The formula is: Among them, X is the demand trend assessment coefficient, fg1, fg2 and fg3 are preset proportional coefficients, and β is the error correction factor, which is 1.

09.

4. A customer information management system based on real estate transactions according to claim 3, characterized in that: Compare the demand trend evaluation coefficient to the evaluation coefficient threshold: If the demand trend evaluation coefficient exceeds the evaluation coefficient threshold, the current circulation stage is marked as a buyer's market; If the demand trend evaluation coefficient does not exceed the evaluation coefficient threshold, the current circulation stage is marked as a supply-side market.

5. A customer information management system based on real estate transactions according to claim 1, characterized in that: The supplier speed ratio information and the buyer speed ratio information are respectively the numerical ratio of the growth rate of the total number of buyers paying attention to any sales product and the corresponding numerical ratio of the increase span of the current customer communication frequency, and the numerical ratio of the decrease rate of the total number of buyers paying attention to the sales product and the corresponding numerical ratio of the duration of current customer communication with the same sales product.

6. A customer information management system based on real estate transactions according to claim 5, characterized in that: If the supplier's speed-to-span ratio exceeds the speed span value ratio threshold, and the buyer's speed-to-time ratio exceeds the speed-to-duration value ratio threshold, the corresponding customer will be marked as a customer in the understanding stage, and the stage and corresponding customer name will be sent to the customer information management platform; If the supplier's speed-to-span ratio information does not exceed the speed span value ratio threshold, or the buyer's speed-to-time ratio information does not exceed the speed-to-duration value ratio threshold, the corresponding customer will be marked as an intended stage customer and the stage and corresponding customer name will be sent to the customer information management platform.

7. A customer information management system based on real estate transactions according to claim 1, characterized in that: The label classification setting unit process is as follows: The pre-filled information of the customers is obtained, the number of customers with the same information of any type and the number of customers with different information of any type in the pre-filled information of the customers are obtained, and the customer information quantity ratio is calculated based on the ratio; if the customer information quantity ratio exceeds the set quantity ratio threshold, the corresponding customer information is marked as classified label information, and the corresponding customer information is used as the label of the corresponding customer; if the customer information quantity ratio does not exceed the set quantity ratio threshold, the corresponding customer information is marked as non-classified label information, and the corresponding customer information is not used as the label of the corresponding customer.

8. A customer information management system based on real estate transactions according to claim 7, characterized in that: Mark the customers with classification label information as segmented customers, obtain the customer-proposed information related to sales products in the chat records of segmented customers, and analyze the information proposed by customers of the same type in the segmented customers. If the number of customers with the same information proposed by the current customer exceeds the quantity threshold, continue to segment. Conversely, if the number of customers with the same information proposed by the current customer does not exceed the quantity threshold, the information proposed by the current customer is used as the segmentation label.

9. A customer information management method based on real estate transactions, characterized in that: A customer information management system based on real estate transactions as described in any one of claims 1 to 8 above.

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