Large-model-enabled sales whole-process digital management system and large-model-enabled sales whole-process digital management method

The sales process digital management system, empowered by a large model, addresses the shortcomings of traditional sales management systems in data integration and intelligent decision-making. It achieves the fusion of multi-source data and dynamic optimization of sales strategies, thereby improving customer needs insight and sales efficiency.

CN120875787APending Publication Date: 2025-10-31ANHUI DUAN PHARMACEUTICAL CO LTD
View PDF 0 Cites 3 Cited by

Patent Information

Application Number
CN202510977367.7
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2025-07-16
Publication Date
2025-10-31

AI Technical Summary

Technical Problem

Traditional sales management systems are deficient in data integration and intelligent decision-making capabilities. They struggle to effectively integrate heterogeneous data from multiple sources, resulting in incomplete and dynamistic customer profiles. Sales decisions rely on human experience, leading to low accuracy in identifying business opportunities, delayed strategy response, and difficulty in achieving intelligent and dynamic strategies.

Method used

The sales process digital management system, empowered by a large model, utilizes a dynamic data twin construction module, an intent prediction neural engine, a dynamic game-theoretic pricing engine, an adaptive process orchestration module, a multi-dimensional risk warning network, and a closed-loop optimization feedback module to achieve multi-modal data fusion, cross-cycle attention mechanisms, causal reasoning, knowledge distillation, and reinforcement learning, thereby constructing a complete sales process closed loop.

Benefits of technology

It enhances the accuracy of customer needs insights and the ability to model full-cycle behavior, enabling proactive identification of customer intent, dynamic adjustment of pricing strategies, optimization of sales process paths, reduction of operational risks, improvement of sales efficiency and opportunity conversion rates, and shortening of new employee training cycles.

✦ Generated by Eureka AI based on patent content.

Smart Images

  • Figure CN120875787A_ABST
    Figure CN120875787A_ABST
Patent Text Reader

Abstract

The invention discloses a sales full-process digital management system and method for enabling a large model, and relates to the technical field of artificial intelligence and large models, and the system comprises a dynamic data twinning construction module which integrates multi-source data to generate customer digital twinning; the intention pre-judgment neural engine is used for pre-judging the intention of the client in advance by using an improved Transform; the dynamic game quotation engine is used for generating quotation in combination with customer sensitivity and competitive product strategies; the self-adaptive process arrangement module is used for dynamically adjusting the process based on a causal graph; a multi-dimensional risk early warning network is used for monitoring risks in real time; the situational knowledge distillation module is used for generating lightweight knowledge capsules; the closed-loop optimization feedback module is used for continuously iterating the model; and intelligent management of the whole sales process is realized. According to the invention, multi-source data are integrated to construct customer digital twinning, intention is accurately pre-judged, an optimal quotation is dynamically generated, a process is intelligently arranged, risks are early warned in real time, and intelligent closed-loop management from data to decision is realized.
Need to check novelty before this filing date? Find Prior Art

Description

Technical Field

[0001] This invention relates to the fields of artificial intelligence and big data technology, and in particular to a digital management system and method for the entire sales process empowered by big data models. Background Technology

[0002] In the process of digital transformation of enterprise sales management, traditional systems face core challenges such as weak data integration capabilities and insufficient intelligent decision-making. Existing solutions are mostly limited to customer information recording and basic process automation, making it difficult to effectively integrate multi-source heterogeneous data such as internal CRM data, marketing interaction logs, and external market sentiment, resulting in a lack of completeness and dynamism in customer profiles. For example, for customers interacting across channels (such as online inquiries combined with offline visits), traditional systems cannot associate behavioral characteristics across different scenarios, making it difficult to capture the evolution of their true needs. At the same time, the sales decision-making process still relies heavily on human experience. From opportunity assessment to pricing strategy formulation, there is a lack of intelligent models that can dynamically adapt to customer characteristics and market environment, often leading to fluctuations in opportunity conversion rates or compression of profit margins.

[0003] With the development of artificial intelligence technology, some companies have attempted to apply machine learning models to sales scenarios, but significant technical bottlenecks exist. General classification models struggle to handle the high-dimensional sparsity of sales data (such as long-tail demand characteristics in B2B scenarios), resulting in insufficient accuracy in identifying low-probability, high-value business opportunities. While the introduction of large-scale model technology brings new possibilities, existing solutions often directly apply general pre-trained models, lacking industry knowledge injection and task-customized optimization. This leads to semantic understanding biases in professional sales scenarios (such as complex product technical communication and multi-round business negotiations), resulting in a high error rate in intent recognition. Furthermore, the intelligence of each link in the entire sales process lacks synergy. For example, the data in the quotation module and the process management module are fragmented, making it impossible to achieve closed-loop optimization of strategy formulation and execution. This results in delayed responses to sudden changes in the market environment (such as sudden promotions by competitors), making it difficult to guarantee the timeliness of sales strategies. Summary of the Invention

[0004] The present invention proposes a large-scale model-enabled digital management system and method for the entire sales process to solve the problems mentioned in the prior art.

[0005] To achieve the above objectives, the present invention adopts the following technical solution:

[0006] A large-scale model-enabled digital management system and methodology for the entire sales process includes the following modules:

[0007] Dynamic Data Twin Construction Module: Through the multimodal fusion capabilities of large models, customer basic information from the CRM system, interaction logs from the marketing automation platform, Wi-Fi probe data collected from offline stores by IoT devices, and social media sentiment analysis results from third-party public opinion platforms are mapped into a three-dimensional dynamic data twin. Each twin contains a spatiotemporal dimension feature matrix. Where n is the number of customers, and the four-dimensional features are longitude, latitude, timestamp, and behavior intensity. This module uses the Kalman filter algorithm to denoise the location data. The specific formula is: X(k|k)=X(k|k-1)+K(k)(Z(k)–H(k)X(k|k-1)), where X(k|k) is the optimal state estimate at time k, X(k|k-1) is the predicted state based on time k-1, Z(k) is the actual position measured by the sensor, H(k) is the observation matrix, and K(k) is the Kalman gain. Finally, the accuracy error of the control location data is controlled within 5 meters.

[0008] Intent Prediction Neural Engine: Based on an improved Transformer architecture, a cross-cycle attention mechanism specific to sales scenarios is embedded in the encoder layer. This mechanism first encodes the customer's historical interaction sequence using word vectors, and then captures key interaction nodes by calculating attention weights. The formula is as follows: Where q i This is the current query vector, corresponding to the customer's latest interaction, k. j Let d be the key vector of historical interactions. k =128 is the key vector dimension, λ=0.05 / day is the time decay coefficient, t0 is the timestamp of the most recent interaction, and t is the timestamp of the historical interaction. In particular, after introducing the time decay factor, the engine assigns more than 80% weight to the interaction data within 7 days, and the weight of the interaction before 15 days is decayed to less than 30%, which improves the model's sensitivity to recent behavior by more than 40%.

[0009] Dynamic game-theoretic pricing engine: Constructs a three-dimensional game model integrating customer price sensitivity, competitor strategy response, and corporate profit constraints. The customer price sensitivity curve is fitted using historical transaction data as S(p) = a·e -bp +c, with parameters a = 0.8, b = 0.12, and c = 0.2, this curve describes the pattern that when the price increases by 10%, customers' willingness to buy decreases by an average of 7.2%. A Monte Carlo tree search is used to generate a price distribution P(b) = {...}<b1,p1> ,<b2,p2> ,…, 20 ,p 20 >}, where b i For the specific quoted amount, p i ​To determine the probability of a successful transaction, the system combines the enterprise profit constraint ∑pi·(bi-c)≥γ, where c is the product cost and gamma is the set minimum profit target, to solve for the optimal price. When a competitor's price reduction is detected, the system automatically triggers the reaction strategy breact=bbase·(1-δ·rcomp), where b base The benchmark price is given, δ = 0.6 is the preset reaction coefficient, and r comp The price reduction of competing products;

[0010] Adaptive process orchestration module: Based on the causal reasoning capabilities of a large model, it constructs a causal graph C = (V, E) containing 128 standard sales steps, where node V represents a process step and edge E has a weight w. ij This represents the causal influence strength of step i on step j. When the system detects abnormal customer behavior, it initiates a process rerouting algorithm: f(V,E,Δt)=min∑wij·delay(ti,tj), where Δt is the time deviation vector of each step, and delay(ti,tj) is the delay time from step i to j. The system simultaneously solves the resource constraint optimization problem and constructs the sales resource tensor R. res =[r1,r2,…,r8], the resource utilization rate after the control flow adjustment does not exceed 80% of the threshold;

[0011] Multidimensional Risk Early Warning Network: Integrating knowledge graphs and deep learning models, this network constructs a risk assessment system encompassing 128 dimensions across 6 major categories, including customer credit, market competition, and internal operations. The risk assessment model is R(x1,x2,…,x128)=σ(W·x+b), where x i λ is the eigenvalue, W is a 128×64 weight matrix, b is a 64-dimensional bias vector, and sigma is the Sigmoid activation function. When the risk score (x) ≥ 0.7, the system automatically generates a three-dimensional early warning report, including: ① risk level, ② scope of impact, and ③ response suggestions. The entire early warning response time is controlled within 30 seconds. In historical data, the network achieved an early warning accuracy of 91.2% for potential churned customers. Contextualized knowledge distillation module: A cross-modal knowledge distillation framework specifically designed for sales scenarios is used to compress large model knowledge into lightweight capsules through comparative learning. The loss function is: Where z i To query features, Features of positive samples with semantic similarity The module uses 50 semantically unrelated negative sample features, with τ = 0.05 representing the temperature parameter. It supports incremental updates via federated learning; every 72 hours, newly generated sales knowledge from the mobile device is uploaded to the central knowledge base via a secure aggregation protocol. The updated knowledge capsule size is kept under 1MB and supports offline access.

[0012] Closed-loop optimization feedback module: Constructs a complete closed loop from sales execution to strategy optimization, driving model iteration by calculating the deviation tensor between forecasts and actual data. Where y pred For the prediction vector, y actual The system uses actual transaction data and m as the indicator dimension. The system adopts the NSGA-III multi-objective evolutionary algorithm to optimize the model combination. It generates a new generation of model population through the crossover operator C(θ1,θ2)=0.7θ1+0.3θ2 and the mutation operator M(θ)=θ+0.1·N(0,1), while optimizing indicators such as accuracy, recall, and F1 score.

[0013] Furthermore, the intent prediction neural engine also includes a cross-modal fusion unit: integrating text, speech, and behavioral features through a gating mechanism: G = σ(W1E) t ext+W2E v oice+W3E a ction)E fusion =G⊙E text +(1-G)⊙E voice-action Where E text E represents the BERT word vectors for email / chat text. voice For the MFCC features of voice calls, E action For online behavioral time-series features, W1, W2, W3 are learnable weight matrices, and E voice-action It is a combined feature of speech and behavior.

[0014] Furthermore, the dynamic game-theoretic pricing engine also includes an asymmetric learning module: it uses reinforcement learning to mimic the pricing strategies of historical high-value orders. Where π expert The module uses the expert strategy, where pi represents the current learning strategy and s represents the opportunity status (e.g., customer industry, budget range, competitive landscape). When a new opportunity arises, it automatically generates a pricing proposal with a similarity > 0.8 to the expert strategy, increasing the initial conversion rate for new customers while keeping profit deviation within ±5%.

[0015] Furthermore, the adaptive process orchestration module also includes a resource tensor constraint submodule: constructing a real-time updated resource availability tensor R. res = [r1, r2, ..., r8], where r1 is the number of senior sales staff, r2 is the technical support man-hours, r3 is the number of times management approvals are available, etc. During process rerouting, the system solves a mixed integer programming problem: The constraint is use(t) i )≤0.8·r jwhere use(t) i () is step t i Regarding the utilization rate of resource j, this submodule reduces the process blockage rate caused by resource conflicts and shortens the average processing time of critical nodes.

[0016] Furthermore, the multidimensional risk early warning network also includes a causal attribution unit: using counterfactual reasoning techniques to locate the root cause of risk, and calculating the intervention effect: ITE(x)=E[Y(1)|x]–E[Y(0)|x] where Y(1) is the result after implementing a certain intervention measure, Y(0) is the result without intervention, and x is the customer characteristic. For example, when customers churn, the system can quantify the contribution of "price sensitivity increased by 25%" as 42% and the contribution of "competitor promotion coverage increased by 30%" as 35%, and generate specific improvement suggestions.

[0017] Furthermore, the aforementioned large-scale model-enabled digital management system and method for the entire sales process is characterized in that the contextualized knowledge distillation module further includes an incremental learning interface: a lightweight architecture designed to support learning while reasoning is performed; when a mobile device invokes a knowledge capsule offline, it automatically records new interaction pairs; and after collecting every 50 records, it uses a federated learning framework. Where θ i Here, N represents the local model parameters for each terminal, and N is the number of terminals participating in the aggregation. This interface shortens the knowledge update cycle from the traditional monthly cycle to dynamic updates, allowing newly emerging sales scenarios to be incorporated into the knowledge system within 72 hours.

[0018] Furthermore, the large-scale model-enabled digital management system and method for the entire sales process is characterized by the fact that the closed-loop optimization feedback module further includes a multi-objective evolutionary optimization unit: The NSGA-III algorithm is used to maintain the Pareto optimal solution set, generating 50 model individuals in each iteration, and retaining 20 optimal solutions through non-dominated sorting and crowding distance calculation. The crossover probability of the crossover operator C(θ1,θ2) is 0.8, and the mutation probability of the mutation operator M(θ) is 0.1.

[0019] Furthermore, the method of the large-scale model-enabled digital management system and approach for the entire sales process is characterized by including the following steps:

[0020] Dynamic data twin construction steps: Acquire internal and external enterprise data synchronously through the large model interface, clean and standardize the raw data, use Kalman filtering to denoise the location data, and finally generate a customer digital twin containing spatiotemporal features to provide a unified data base for subsequent analysis. In this step, the data fusion delay time is controlled within 15 minutes to ensure the synchronization between the twin and the real customer status.

[0021] Intent prediction step: Input the customer interaction sequence into the improved Transformer model, calculate the weight of each interaction node through the attention mechanism with time decay, and generate intent prediction triples. This step automatically updates the model parameters once a week to adapt to changes in customer behavior patterns.

[0022] Dynamic game pricing steps: Based on the customer's price sensitivity curve and competitor monitoring data, a pricing distribution is generated through Monte Carlo tree search. The optimal pricing is then determined by combining the company's profit target. When competitors' strategies change, a dynamic response mechanism is triggered to adjust the pricing. The decision delay of this step is less than 5 minutes, ensuring pricing competitiveness.

[0023] Adaptive process orchestration steps: Real-time monitoring of the execution status of sales process nodes. When an anomaly is detected, the process path is replanned based on the cause-effect graph model, and resource availability is checked simultaneously to ensure the feasibility of process adjustments. In this step, the anomaly detection frequency is once per minute to ensure that problems are discovered in a timely manner.

[0024] Multidimensional risk warning steps: Risk scores are calculated in real time using a 128-dimensional feature model. When the score exceeds the threshold, an early warning report containing root cause analysis is automatically generated. In this step, the risk feature library is updated monthly to include newly emerging risk indicators.

[0025] Contextualized knowledge service steps: Input the sales question into the knowledge distillation model, retrieve and return the optimal response solution, and collect new interaction data for knowledge updates. In this step, the average response time is <800 milliseconds.

[0026] Closed-loop optimization steps: Regularly compare predicted and actual sales data, and update model parameters using a multi-objective evolutionary algorithm to ensure continuous improvement in system performance. In this step, the model iteration cycle is once a week, and the metrics on the test set improve by ≥0.5% in each iteration.

[0027] Furthermore, the method for a large-scale model-enabled digital management system and approach for the entire sales process is characterized by the following: in the intent prediction step, multimodal features are fused through a gating mechanism to generate a unified representation vector. Specifically, this includes: a feature extraction sub-step: performing BERT encoding on customer emails / chat text to extract a 768-dimensional text feature vector E. text For example, generating a semantic vector for the question "Can this device support 24 / 7 operation?". MFCC feature extraction is performed on the call speech, and after dimensionality reduction using a ResNet18 network, a 40-dimensional acoustic feature vector E is obtained. voice For example, capturing key points of interest from customer tone of voice. Constructing a 32-dimensional temporal feature vector E from online behavior. action For example, analyzing customer intent when they spend more than 5 minutes on a product specifications page. Feature fusion sub-step: Calculating gating signals. The importance of each modality feature is normalized to the [0,1] interval using the Sigmoid function: G=σ(W1E t ext+W2E voice +W3E a ction) The weight matrix is ​​learnable. Fusion features are generated. Achieving dynamic weighted fusion: E fusion =G⊙E text +(1-G)⊙E voice-action Where E voice-action This is obtained by concatenating speech and behavioral features and then performing 1×1 convolution for dimensionality reduction. Intent classification sub-step: E... fusion Input fully connected layer The output consists of five intent probability distributions P = [p1, p2, p3, p4, p5], corresponding to "needs confirmation," "price negotiation," "solution design," "decision evaluation," and "contract signing intention." A temperature-scaling softmax function T = 0.7 is used to improve classification confidence; for example, when p5 > 0.8, an accelerated contract signing process is automatically triggered. This method achieves an intent recognition accuracy of 89.3% in mixed-modal scenarios, a 6.8% improvement over the single-modal model, particularly in its ability to capture "implicit needs."

[0028] Furthermore, the method of the large-scale model-enabled digital management system and method for the entire sales process is characterized in that, in the dynamic game-theoretic pricing step, historically successful strategies are reused through an imitation learning mechanism, specifically including:

[0029] Expert strategy extraction sub-step: Filter the top 10% of high-value orders by transaction amount from the historical order database to construct an expert dataset. Where s i The status of business opportunities (including 87 features such as customer profile and market environment) For expert-driven pricing decisions, a behavioral cloning algorithm is used to train the imitation strategy π. i mitate, minimize cross-entropy loss: Asymmetric information learning sub-step: Building a customer hidden demand prediction model Where h is the customer hidden needs prediction model, the input is the business opportunity state s, and the output is a k-dimensional real vector representing the customer's unexpressed hidden needs; for example, predicting the customer's true budget ceiling, and enhancing robustness through adversarial training: Where D is the discriminator and z is random noise. The predicted hidden demand is incorporated into the pricing decision, expanding the state space to s' = [s; h(s)];

[0030] Reinforcement learning optimization sub-step: The PPO algorithm is used to optimize the imitation policy, and the reward function is designed as follows: Where α = 0.7 is the profit weight, β = 0.3 is the strategy similarity weight, profit(a) is the quoted profit, and similarity is calculated using cosine similarity. A trust domain constraint D is introduced. KL (π old ||π new The formula ≤δ (δ=0.05) ensures smooth strategy updates. This method increases the first-time quote conversion rate for new customers, and the average premium of the transaction price over the cost reaches 30% to 42%, which is higher than the traditional pricing strategy. When facing customers without a clear budget, this mechanism can infer a reasonable quote range through similar historical cases, with the error controlled within ±12%, which is significantly improved compared to the ±30% error of human experience judgment.

[0031] Compared with existing technologies, the beneficial effects of this invention are:

[0032] This patented large-scale model empowers a digital management system for the entire sales process, achieving a comprehensive improvement in sales efficiency through multi-dimensional technological innovation. The system's dynamic data twin module can map multi-source heterogeneous data into a three-dimensional digital image of customers, integrating online behavioral trajectories, offline interaction records, and market sentiment characteristics to form a three-dimensional profile containing spatiotemporal dimensions. This upgrades customer needs insight from fragmented information to full-cycle behavioral modeling, providing a solid data foundation for precision marketing.

[0033] The intent prediction neural engine, through an improved Transformer architecture and cross-modal fusion mechanism, enables proactive identification of customer purchasing tendencies. This module introduces a time-decay attention mechanism to enhance sensitivity to recent interactive behaviors, and combines this with a gating mechanism to integrate multimodal features such as text, voice, and behavior, enabling it to capture latent customer needs in advance. During the opportunity assessment phase, the system can output predictive results including demand type and budget range, helping sales teams develop personalized outreach strategies and improve communication efficiency.

[0034] The dynamic game-theoretic pricing engine breaks through the limitations of traditional pricing models. By integrating a three-dimensional game framework that combines customer price sensitivity models, competitor strategy response matrices, and corporate profit constraints, it automatically generates pricing schemes that balance competitiveness and profit margins. When the market environment changes (such as when competitors adjust prices), the system triggers a dynamic response mechanism to adjust pricing strategies in real time, avoiding lost business opportunities due to delays in human decision-making and achieving intelligent and dynamic pricing strategies.

[0035] The adaptive process orchestration module constructs a sales process network based on causal reasoning, enabling dynamic rerouting based on abnormal customer behavior or resource constraints, thus optimizing the processing paths of key nodes. This mechanism not only enhances the robustness of the process under abnormal scenarios but also achieves intelligent allocation of resources such as manpower and approvals through resource tensor constraints, reducing process blockages and resource waste, and driving a systemic improvement in sales execution efficiency.

[0036] The multi-dimensional risk early warning network integrates global data to construct a multi-dimensional assessment system, monitoring potential risks such as customer credit and market competition in real time. It uses counterfactual reasoning to pinpoint the root causes of risks and provides actionable response suggestions, transforming passive response into proactive early warning and reducing operational risks throughout the sales cycle. The contextualized knowledge distillation module transforms historical corporate experience into lightweight knowledge capsules, supporting offline access on mobile devices. This allows frontline staff to obtain professional communication techniques and strategy suggestions in real time, shortening the training cycle for new employees and improving the overall service level of the team. The system continuously iterates model parameters through a closed-loop optimization feedback mechanism, enabling the performance of each module to continuously evolve with the accumulation of business data, forming a positive cycle from data to decision-making to optimization, driving a profound transformation of sales management towards intelligence and automation. Attached Figure Description

[0037] Figure 1 A schematic block diagram of the sales end-to-end digital management system and method empowered by the large model proposed in this invention;

[0038] Figure 2 This is a line graph comparing the performance of the intent prediction model proposed in this invention.

[0039] Figure 3 This is a bar chart comparing the profit rate of dynamic game theory proposed in this invention.

[0040] Figure 4 A bar chart comparing the efficiency of process rerouting under abnormal scenarios. Detailed Implementation

[0041] The technical solutions of the embodiments of the present invention will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some embodiments of the present invention, and not all embodiments. Based on the embodiments of the present invention, all other embodiments obtained by those skilled in the art without creative effort are within the scope of protection of the present invention.

[0042] In the description of this invention, it should be understood that the terms "center," "longitudinal," "lateral," "length," "width," "thickness," "upper," "lower," "front," "rear," "left," "right," "vertical," "horizontal," "top," "bottom," "inner," "outer," "clockwise," and "counterclockwise," etc., indicate the orientation or positional relationship based on the orientation or positional relationship shown in the accompanying drawings. They are only for the convenience of describing this invention and simplifying the description, and do not indicate or imply that the device or element referred to must have a specific orientation, or be constructed and operated in a specific orientation. Therefore, they should not be construed as limitations on this invention.

[0043] Furthermore, the terms "first" and "second" are used for descriptive purposes only and should not be construed as indicating or implying relative importance or implicitly specifying the number of indicated technical features. Thus, features defined with "first" and "second" may explicitly or implicitly include one or more of the stated features. In the description of this invention, "a plurality of" means two or more, unless otherwise explicitly specified. Furthermore, the terms "installed," "connected," and "linked" should be interpreted broadly; for example, they may refer to a fixed connection, a detachable connection, or an integral connection; they may refer to a mechanical connection or an electrical connection; they may refer to a direct connection or an indirect connection through an intermediate medium; and they may refer to the internal connection of two components. Those skilled in the art can understand the specific meaning of the above terms in this invention based on the specific circumstances. The invention will now be described in further detail with reference to the accompanying drawings.

[0044] Reference Figures 1 to 4 A large-scale model-enabled digital management system and methodology for the entire sales process, comprising the following modules:

[0045] A large-scale model-enabled digital management system and method for the entire sales process, characterized by comprising the following modules:

[0046] Dynamic Data Twin Construction Module: Leveraging the multimodal fusion capabilities of a large model, this module maps basic customer information from the CRM system (such as company size and industry attributes), interaction logs from the marketing automation platform (such as email open rates and page browsing history), offline store Wi-Fi probe data collected by IoT devices (recording customer location coordinates every 15 seconds), and social media sentiment analysis results from third-party public opinion platforms (such as positive and negative sentiment scores in Weibo comments) into a three-dimensional dynamic data twin. Each twin contains a spatiotemporal dimension feature matrix. Where n represents the number of customers, and the four-dimensional features are longitude (accuracy ±5 meters), latitude (accuracy ±5 meters), timestamp (accurate to the second), and behavior intensity (calculated by weighting interaction frequency and duration, ranging from 0 to 1). This module uses the Kalman filter algorithm to denoise the location data, with the specific formula: X(k|k)=X(k|k-1)+K(k)(Z(k)–H(k)X(k|k-1))

[0047] Wherein, X(k|k) is the optimal state estimate at time k (including position coordinates and velocity vector), X(k|k-1) is the predicted state based on time k-1, Z(k) is the sensor's measured position, H(k) is the observation matrix (mapping the state space to the observation space), and K(k) is the Kalman gain (dynamically adjusted through the error covariance matrix), ultimately ensuring that the accuracy error of the position data is controlled within 5 meters, meeting the customer's movement analysis needs in offline scenarios;

[0048] Intent Prediction Neural Engine: Based on an improved Transformer architecture, a cross-cycle attention mechanism specific to sales scenarios is embedded in the encoder layer. This mechanism first encodes the customer's historical interaction sequence (such as email correspondence, phone communication records, and online consultation content from the past 30 days) using word vectors, and then captures key interaction nodes by calculating attention weights, as shown in the formula: Where, q i This is the current query vector (dimension 128), corresponding to the customer's latest interaction content, k. j The key vector (128 dimensions) of historical interactions, d k =128 represents the key vector dimension, λ=0.05 / day is the time decay coefficient, t0 is the timestamp of the most recent interaction, and t is the timestamp of historical interactions. Specifically, after introducing the time decay factor, the engine assigns over 80% weight to interaction data within the last 7 days, while the weight of interactions from 15 days ago decays to below 30%, increasing the model's sensitivity to recent behavior by 40%. Through this mechanism, the system can predict customer purchase intentions three interaction cycles in advance (average 72 hours), outputting a triplet containing purchase probability (range 0-1), preferred product type (e.g., Class A equipment, Class B service), and budget range (accurate to tens of thousands of yuan). The prediction accuracy on the test dataset reaches 89.3%.

[0049] Dynamic Game Theory Pricing Engine: Constructs a three-dimensional game theory model integrating customer price sensitivity, competitor strategy response, and corporate profit constraints. The customer price sensitivity curve is fitted using historical transaction data as S(p) = a·e -bp +c, with parameters a = 0.8 (industry average sensitivity base), b = 0.12 (price elasticity coefficient obtained by least squares fitting), and c = 0.2 (industry benchmark sensitivity), this curve describes the pattern that when the price increases by 10%, customers' willingness to buy decreases by an average of 7.2%. A price distribution P(b) = {...} is generated using Monte Carlo tree search (simulating a game process of over 200 rounds).<b1,p1> ,<b2,p2> ,…, 20 ,p 20 >}, where b i For the specific quoted amount (accurate to the yuan), p i The system calculates the optimal price based on the corresponding transaction probability (trained from historical similar business opportunities). This is achieved by combining the enterprise profit constraint ∑pi·(bi-c)≥γ (where c is the product cost and gamma is the set minimum profit target, such as a 30% gross profit margin). When a competitor's price reduction is detected, a reaction strategy breact=bbase·(1-δ·rcomp) is automatically triggered, where b... base The benchmark price is given, δ = 0.6 is the preset reaction coefficient, and r comp ​The percentage of price reduction by competitors (e.g., when competitors reduce their prices by 5%), r comp =0.05). In practical applications, this engine shortens the quote and transaction cycle for high-value customers by at least 35%, while maintaining an average profit margin of over 32%.

[0050] Adaptive process orchestration module: Based on the causal reasoning capabilities of a large model, it constructs a causal graph C=(V,E) containing 128 standard sales steps, where nodes V represent process steps (such as "demand research", "solution design", "contract approval"), and edge E has a weight w. ij This represents the causal influence strength of step i on step j (obtained through temporal correlation analysis of historical process data, ranging from 0 to 1). When the system detects abnormal customer behavior (e.g., two consecutive consultation response cycles exceeding 48 hours, 200% longer than the average cycle), the process rerouting algorithm is initiated: f(V,E,Δt)=min∑wij·delay(ti,tj), where Δt is the time deviation vector of each step, and delay(ti,tj) is the delay time from step i to j (in hours). The system simultaneously solves the resource constraint optimization problem, constructing the sales resource tensor R. res =[r1,r2,…,r8] (including the available resources of 8 categories such as sales personnel, technical support, and approval authority), ensuring that the resource utilization rate after process adjustment does not exceed 80% of the threshold. In practical applications, this module controls the adjustment time of abnormal processes to within 10 minutes and reduces resource waste rate by 28%;

[0051] Multidimensional Risk Early Warning Network: Integrating knowledge graphs and deep learning models, this network constructs a risk assessment system encompassing 128 dimensions across six major categories, including customer credit, market competition, and internal operations. The risk assessment model is R(x1,x2,…,x128)=σ(W·x+b), where x… i The features are represented by W (e.g., customer payment cycle change rate, competitor new product release frequency), W is a 128×64 weight matrix, b is a 64-dimensional bias vector, and sigma is the Sigmoid activation function. When the risk score (x) ≥ 0.7, the system automatically generates a three-dimensional early warning report, including: ① risk level (high / medium / low), ② scope of impact (e.g., expected loss amount, affected product lines), and ③ response suggestions (e.g., adjusting payment methods, initiating competitor defense strategies). The entire early warning response time is controlled within 30 seconds. In historical data, the network achieved an early warning accuracy of 91.2% for potential churned customers. Contextualized knowledge distillation module: A cross-modal knowledge distillation framework specifically designed for sales scenarios is used to compress large model knowledge into lightweight capsules through comparative learning. The loss function is: Where z i To query features (such as a customer asking "Can the price be discounted?"), Features of semantically similar positive samples (such as historical successful replies to "Current promotion offers a 10% discount") The module uses 50 semantically unrelated negative sample features, with τ = 0.05 representing the temperature parameter. It supports incremental updates via federated learning. Every 72 hours, newly generated sales knowledge (such as new sales script templates) is uploaded to the central knowledge base via a secure aggregation protocol. The updated knowledge capsule size is kept under 1MB and supports offline access. In practical applications, this module has improved the average conversion rate of sales scripts by 35%, and the knowledge retrieval response time is less than 1 second.

[0052] Closed-loop optimization feedback module: Constructs a complete closed loop from sales execution to strategy optimization, driving model iteration by calculating the deviation tensor between forecasts and actual data. Where y pred For predicting vectors (such as opportunity conversion rate, quoted price), y actual The data used is actual transaction data, and m represents the indicator dimension (typically 5-8). The system employs the NSGA-III multi-objective evolutionary algorithm to optimize the model combination. A new generation of model population is generated through the crossover operator C(θ1,θ2)=0.7θ1+0.3θ2 and the mutation operator M(θ)=θ+0.1·N(0,1), simultaneously optimizing metrics such as accuracy, recall, and F1 score. This mechanism ensures that the overall system performance improves by 2%-3% per month. After 6 months of continuous operation, the core indicators have improved by an average of 18.5% compared to the initial state.

[0053] Cross-modal fusion unit: Integrates text, speech, and behavioral features through a gating mechanism: G = σ(W1E) t ext+W2E voice +W3E a ction)E fusion =G⊙E text +(1-G)⊙E voice-action Where E text For BERT word vectors (768 dimensions) of email / chat text, E voice For the MFCC features (dimension 40) of the call speech, E action The online behavior time-series features are represented by W1, W2, and W3, which are learnable weight matrices (768×128, 40×128, and 32×128, respectively). voice-action This unit represents the joint features of speech and behavior (dimension reduced to 128 dimensions via concatenation and 1×1 convolution). This improves the accuracy of cross-channel customer intent recognition from 82.5% to 89.3%, with significant advantages, especially in mixed-modal interaction scenarios.

[0054] Asymmetric learning module: Mimics the pricing strategies of historical high-value orders through reinforcement learning. Where π expert The module employs an expert strategy (a pricing pattern extracted from the top 10% of historical successful orders), where pi represents the current learning strategy and s represents the opportunity status (e.g., customer industry, budget range, competitive landscape). Trained using the PPO algorithm, the module automatically generates a pricing proposal with a similarity > 0.8 to the expert strategy when a new opportunity arises. This increases the initial conversion rate for new customers from 31% to 53%, while keeping the profit margin within ±5%.

[0055] Resource Tensor Constraint Submodule: Constructs a real-time updated resource availability tensor R. res = [r1, r2, ..., r8], where r1 is the number of senior sales staff, r2 is the technical support man-hours, r3 is the number of times management approvals are available, etc. During process rerouting, the system solves a mixed integer programming problem: The constraint is use(t) i )≤0.8·r j (use(t i () is step t i (Utilization rate of resource j). This submodule reduced the process blocking rate caused by resource conflicts from 22% to below 6%, and shortened the average processing time of critical nodes by 40%.

[0056] The system includes a causal attribution unit: employing counterfactual reasoning techniques to pinpoint the root causes of risk, it calculates the intervention effect: ITE(x)=E[Y(1)|x]–E[Y(0)|x], where Y(1) is the result after implementing a certain intervention (such as adjusting the payment cycle), Y(0) is the result without intervention, and x is the customer characteristic. For example, when a customer churns, the system can quantify the contribution of "a 25% increase in price sensitivity" as 42% and "a 30% increase in competitor promotion coverage" as 35%, and generate specific improvement suggestions (such as launching package deals for price-sensitive customers). This unit improves the effectiveness of risk response measures by 58%.

[0057] Incremental learning interface: Designed with a lightweight architecture that supports learning while reasoning. When a mobile device accesses a knowledge capsule offline, it automatically records new interaction pairs (question-answer). After collecting 50 records, a federated learning framework is used. Where θ i Here, N represents the local model parameters for each terminal, and N is the number of terminals participating in the aggregation. This interface shortens the knowledge update cycle from the traditional monthly cycle to dynamic updates, allowing newly emerging sales scenarios (such as remote signing during the pandemic) to be incorporated into the knowledge system within 72 hours.

[0058] Multi-objective evolutionary optimization unit: The NSGA-III algorithm is used to maintain the Pareto optimal solution set. Each iteration generates 50 model individuals, and 20 optimal solutions are retained through non-dominated sorting and crowding distance calculation. The crossover probability of the crossover operator C(θ1,θ2) is 0.8, and the mutation probability of the mutation operator M(θ) is 0.1. This unit achieves a balanced optimization of the model across dimensions such as accuracy (from 88.6% to 91.4%), response time (from 2.3 seconds to 1.1 seconds), and resource consumption (GPU memory usage reduced by 35%).

[0059] This invention includes the following steps:

[0060] The dynamic data twin construction process involves: synchronously acquiring internal and external enterprise data through a large model interface; cleaning the raw data (e.g., removing duplicate records and filling missing values) and standardizing it (e.g., encoding customer industries as one-hot vectors); then using Kalman filtering to denoise the location data; and finally generating a customer digital twin containing spatiotemporal features, providing a unified data foundation for subsequent analysis. In this step, the data fusion latency is controlled within 15 minutes to ensure the synchronization between the twin and the real customer status.

[0061] Intent prediction step: The customer interaction sequence is input into the improved Transformer model, and the weights of each interaction node are calculated through a time-decaying attention mechanism to generate intent prediction triples. This step automatically updates the model parameters weekly to adapt to changes in customer behavior patterns. In the latest test data, the lead time for identifying "potential purchase" intent is up to 96 hours.

[0062] Dynamic game-theoretic pricing steps: Based on customer price sensitivity curves and competitor monitoring data, a Monte Carlo tree search is used to generate a pricing distribution, and the optimal pricing is determined by combining this with the company's profit target. When competitor strategies change, a dynamic response mechanism is triggered to adjust the pricing. The decision delay for this step is less than 5 minutes, ensuring competitive pricing.

[0063] Adaptive process orchestration steps: Real-time monitoring of the execution status of sales process nodes. When an anomaly is detected, the process path is replanned based on a cause-effect graph model, and resource availability is checked simultaneously to ensure the feasibility of process adjustments. In this step, anomaly detection occurs once per minute to ensure timely problem identification.

[0064] Multi-dimensional risk early warning process: A risk score is calculated in real time using a 128-dimensional feature model. When the score exceeds a threshold, an early warning report including root cause analysis is automatically generated. In this process, the risk feature library is updated monthly to include newly emerging risk indicators.

[0065] Contextualized knowledge service steps: Input the sales question into the knowledge distillation model, retrieve and return the optimal response, and simultaneously collect new interaction data for knowledge updates. In this step, the knowledge retrieval success rate reaches 92%, with an average response time of <800 milliseconds.

[0066] Closed-loop optimization steps: Regularly compare predicted and actual sales data, and update model parameters using a multi-objective evolutionary algorithm to ensure continuous improvement in system performance. In this step, the model iteration cycle is once a week, and the metrics on the test set improve by ≥0.5% in each iteration.

[0067] Feature extraction sub-step: Perform BERT encoding on the customer's email / chat text to extract a 768-dimensional text feature vector E. text For example, generating a semantic vector for the question "Can this device support 24 / 7 operation?". MFCC feature extraction is performed on the call speech, and after dimensionality reduction using a ResNet18 network, a 40-dimensional acoustic feature vector E is obtained. voice For example, capturing key concerns from customer tone of voice. Constructing a 32-dimensional temporal feature vector E from online behavior (such as page view duration and click paths). action For example, analyzing customer intent when they spend more than 5 minutes on a product specifications page. Feature fusion sub-step: Calculating gating signals. The importance of each modality feature is normalized to the [0,1] interval using the Sigmoid function: G=σ(W1E t ext+W2E voice +W3E a ction) The weight matrix is ​​learnable. Fusion features are generated. Achieving dynamic weighted fusion: E fusion =G⊙E text +(1-G)⊙E voice-action Where E voice-action This is obtained by concatenating speech and behavioral features and then performing 1×1 convolution for dimensionality reduction. Intent classification sub-step: E... fusion Input fully connected layer The output consists of five intent probability distributions, P = [p1, p2, p3, p4, p5], corresponding to "needs confirmation," "price negotiation," "solution design," "decision evaluation," and "contract signing intention." A temperature-scaling softmax function T = 0.7 is used to improve classification confidence; for example, when p5 > 0.8, an automatic contract signing process acceleration mechanism is triggered. This method achieves an intent recognition accuracy of 89.3% in mixed-modal scenarios (e.g., customers first inquire via email and then communicate by phone), a 6.8% improvement over the single-modal model, particularly demonstrating a 22% improvement in capturing "implicit needs" (e.g., budget constraints not explicitly expressed by the customer).

[0068] Expert strategy extraction sub-step: Filter the top 10% of high-value orders by transaction amount from the historical order database to construct an expert dataset. Where s i The status of business opportunities (including 87 features such as customer profile and market environment) For expert-driven pricing decisions, a behavioral cloning algorithm is used to train the imitation strategy π. i mitate, minimize cross-entropy loss:

[0069] Asymmetric information learning sub-step: Building a customer hidden demand prediction model Where h is the customer hidden needs prediction model, the input is the business opportunity state s, and the output is a k-dimensional real vector representing the customer's unexpressed hidden needs; for example, predicting the customer's true budget ceiling, and enhancing robustness through adversarial training: Where D is the discriminator and z is random noise. The predicted hidden demand is incorporated into the pricing decision, expanding the state space to s' = [s; h(s)]. Reinforcement learning optimization sub-step: The PPO algorithm is used to optimize the imitation strategy, and the reward function is designed as follows: Where α = 0.7 is the profit weight, β = 0.3 is the strategy similarity weight, profit(a) is the quoted profit, and similarity is calculated using cosine similarity. A trust domain constraint D is introduced. KL (π old ||π new The parameter ≤ δ (δ = 0.05) ensures smooth strategy updates. This method increases the initial quote conversion rate for new customers from 31% to 53%, and the average premium of the transaction price over cost reaches 42%, which is 8 percentage points higher than traditional pricing strategies. When dealing with customers who do not have a clear budget, this mechanism can infer a reasonable quote range from similar historical cases, with the error controlled within ±12%, which is significantly improved compared to the ±30% error of human experience judgment.

[0070] Example:

[0071] System Architecture Overview

[0072] This invention presents a large-scale model-enabled digital management system for the entire sales process, based on a microservice architecture, comprising a data layer, a model layer, a decision layer, and an application layer. The data layer is responsible for multi-source data acquisition and preprocessing; the model layer deploys the algorithm models for each functional module; the decision layer generates strategy suggestions based on the model output; and the application layer provides the user interface and business process integration interface. The system achieves elastic scaling through a Kubernetes cluster, supporting over 1000 concurrent requests per second.

[0073] Dynamic Data Twin Building Module

[0074] This module collects multi-source data in real time using Apache Kafka, including: customer basic information from CRM systems (such as industry classification and staff size), interaction logs from marketing automation platforms (email open rates, CTR, etc.), offline behavioral data from IoT devices (Wi-Fi probe location coordinates), and sentiment analysis results from third-party public opinion platforms (such as the sentiment polarity of Weibo comments). After the raw data is cleaned by the Flink stream processing engine, a spatiotemporal feature matrix is ​​constructed. The longitude / latitude accuracy reaches ±5 meters, and the timestamp is accurate to the second. A Kalman filter algorithm is used for location data denoising: X(k|k)=X(k|k-1)+K(k)(Z(k)-H(k)X(k|k-1))K(k=P(k|k-1)HT(k)[H(k)P(k|k-1)H T (k)+R(k)] -1 P(k|k)=[IK(k)H(k)]P(k|k-1) where X(k|k) is the optimal state estimate, (k) is the Kalman gain, and P(k|k) is the error covariance matrix. In a pilot test at a retail company, this algorithm improved the smoothness of customer movement trajectories by 40%, and reduced the average positional error from 8 meters to 4.2 meters.

[0075] Intended prediction neural engine

[0076] An improved Transformer architecture is employed, where the input sequence is pre-trained with BERT and then embedded with sales scenario knowledge. A time decay factor is introduced into the attention weight calculation. Where λ = 0.05 / day, the weight of interactive data within 7 days reaches over 80%. The cross-modal fusion unit integrates multi-source features through a gating mechanism: G = σ(W1E) text +W2E voice +W3E action E fusion =G⊙E text +(1-G)⊙E voice-action In a test conducted by a medical device company, the engine's prediction lead time for "signing intentions" reached 96 hours, and its accuracy improved from 65% for the traditional model to 89.3%. Particularly in mixed-modal scenarios (such as when a customer first inquires via email and then communicates by phone), the F1 score improved by 12 percentage points.

[0077] Dynamic game pricing engine

[0078] Construct a customer price sensitivity curve S(p) = 0.8·e -0.12p +0.2, generate the price distribution P(b) using Monte Carlo tree search. When a competitor's price reduction is detected, trigger the reaction strategy: b react =bbase ·(1-0.6·r comp In an application by an electronics equipment company, this engine shortened the quote-closing cycle for high-value customers by 35%, while maintaining an average profit margin of 32%. Compared to traditional cost-plus pricing, sales increased by 18% in markets with higher price elasticity (see Table 1).

[0079] Table 1: Comparison of Different Pricing Strategies

[0080]

[0081] Adaptive process orchestration module

[0082] Construct a causal graph c = (V, E) with 128 standard steps, and assign edge weights w between nodes. ij This is determined through Granger causality testing using historical data. When abnormal customer behavior is detected (e.g., a response delay exceeding 48 hours), the process rerouting algorithm is initiated: f(V,E,Δt)=min∑w ij ·delay(t i ,t j Simultaneously solve the resource-constrained optimization problem: In a pilot project at a chemical company, this module reduced the adjustment time for abnormal processes from an average of 2 hours to 8 minutes, increased resource utilization by 35%, and shortened the processing time for critical nodes by 40%.

[0083] Multidimensional risk early warning network

[0084] By integrating knowledge graphs and deep learning models, a 128-dimensional risk feature system is constructed. The risk assessment model is: R(x1,x2,…,x…). 128 When R(x)≥0.7, the intervention effect is calculated through counterfactual reasoning: ITE(x)=σ(W·x+b) When R(x)≥0.7, the intervention effect is calculated through counterfactual reasoning: ITE(x)=E[Y(1)|x]-E[Y(0)|x]. In a building materials enterprise application, the network's early warning accuracy for potential customer churn reached 91.2%, which is 27 percentage points higher than that of traditional rule engines. The effectiveness of risk response measures increased from 42% to 66% (see Table 2).

[0085] Comparison of Risk Warning Effects

[0086]

[0087] Contextualized Knowledge Distillation Module

[0088] Using a contrastive learning framework, the loss function is:

[0089] It supports incremental updates via federated learning, aggregating new data every 72 hours on mobile devices. In an application by a car sales company, this module increased the average conversion rate of sales scripts by 35%, achieved a knowledge retrieval response time of less than 1 second, and maintained an accuracy rate of over 88% in offline scenarios.

[0090] Closed-loop optimization feedback module

[0091] Calculate the deviation tensor between the prediction and the actual data: The NSGA-III multi-objective evolutionary algorithm was used to optimize the model, with the crossover operator C(θ1,θ2) = 0.7θ1 + 0.3θ2 and the mutation operator M(θ) = θ + 0.1·N(0,1). After 6 months of continuous operation in a medical device company, the core indicators improved as follows (see Table 3):

[0092] Table 3: Closed-loop optimization effect

[0093]

[0094] This system enables enterprises to achieve intelligent management of the entire sales process. From anticipating customer intent to making pricing decisions, from process optimization to risk control, it forms a data-driven closed loop. The system demonstrates significant advantages, particularly in complex B2B sales scenarios: after implementing it, an industrial equipment manufacturer saw a 40% reduction in sales cycle time, a 25% increase in customer satisfaction, and an 18% reduction in operating costs.

[0095] Reference Figure 2 The intention prediction curve, through comparison of multiple models, highlights the advantages of this patent in long-term prediction (such as an accuracy rate of 78.2% even 96 hours in advance), which meets the forward-looking needs of sales scenarios.

[0096] Reference Figure 3 The price strategy bar chart quantifies the technical advantages of profit margin with specific numerical values. This patented method achieves a balance between profit and transaction rate, which is significantly better than traditional methods.

[0097] Reference Figure 4 This indicates that by comparing the time dimension, the efficiency improvement of process rerouting is intuitively shown (the overall cycle is reduced from 120 hours to 20 hours), which corresponds to the beneficial effect of resource utilization optimization.

[0098] All chart data are based on embodiments of the patented technology solution, conform to the business logic of the sales management scenario, and can effectively support the demonstration of the patent's technological advancement.

[0099] The above are merely preferred embodiments of the present invention, but the scope of protection of the present invention is not limited thereto. Any equivalent substitutions or modifications made by those skilled in the art within the scope of the technology disclosed in the present invention, based on the technical solution and inventive concept of the present invention, should be covered within the scope of protection of the present invention.

Claims

1. A large-scale model-enabled digital management system for the entire sales process, characterized in that: Includes the following modules: Dynamic Data Twin Building Module: Through the multimodal fusion capabilities of large models, information from the CRM system is mapped into three-dimensional dynamic data twins. Each twin contains a spatiotemporal feature matrix. Where n is the number of customers, and the four-dimensional features are longitude, latitude, timestamp, and behavior intensity, respectively. The Kalman filter algorithm is used to denoise the location data. Intent Prediction Neural Engine: Based on an improved Transformer architecture, a cross-cycle attention mechanism for sales scenarios is embedded in the encoder layer. First, word vectors are encoded into the customer's historical interaction sequences. Then, attention weights are calculated to capture interaction nodes. The formula is as follows: Where q i This is the current query vector, corresponding to the customer's latest interaction, k. j Let d be the key vector of historical interactions. k =128 is the dimension of the key vector, λ=0.05 / day is the time decay coefficient, t0 is the timestamp of the most recent interaction, and t is the timestamp of the historical interaction; Dynamic game-theoretic pricing engine: Constructs a three-dimensional game model integrating customer price sensitivity, competitor strategy response, and corporate profit constraints. The customer price sensitivity curve is fitted using historical transaction data as S(p) = a·e -bp +c, with parameters a = 0.8, b = 0.12, and c = 0.2, a Monte Carlo tree search is used to generate a price distribution containing 20 candidate solutions, with the formula: P(b) = {<b1,p1> ,<b2,p2> ,…, 20 ,p 20 >}, where b i For the specific quoted amount, p i To correspond to the probability of a transaction; combining the enterprise profit constraint formula ∑pi·(bi-c)≥γ, when a competitor's price reduction is detected, the reaction strategy function is automatically triggered: breact=bbase·(1-δ·rcomp), where c is the product cost, gamma is the set minimum profit target for solving the optimal price, and b base The benchmark price is given, δ = 0.6 is the preset reaction coefficient, and r comp The price reduction of competing products;​ Adaptive process orchestration module: Based on the causal reasoning capabilities of a large model, it constructs a causal graph C = (V, E) containing 128 standard sales steps, where node V represents a process step and edge E has a weight w. ij This indicates the causal influence strength of step i on step j; when the system detects abnormal customer behavior, it initiates the process rerouting algorithm, and the system simultaneously solves the resource constraint optimization problem to construct the sales resource tensor; Multidimensional risk early warning network: Integrating knowledge graphs and deep learning models, a risk assessment system is constructed. When the risk score exceeds the threshold, a three-dimensional early warning report is automatically generated. Closed-loop optimization feedback module: Drives model iteration by calculating the deviation tensor between prediction and actual data, optimizes model combination by using NSGA-III multi-objective evolutionary algorithm, and generates a new generation of model population by crossover operator C(θ1,θ2)=0.7θ1+0.3θ2 and mutation operator M(θ)=θ+0.1·N(0,1).

2. The large-scale model-enabled digital management system for the entire sales process as described in claim 1, characterized in that, The intent prediction neural engine also includes a cross-modal fusion unit: integrating text, speech, and behavioral features through a gating mechanism, with the specific algorithm formula being: G = σ(W1E) t ext+W2E v oice+W3E a ction)E fusion =G⊙E text +(1-G)⊙E voice-action E text E represents the BERT word vectors for email / chat text. voice For the MFCC features of voice calls, E action For online behavioral time-series features, W1, W2, W3 are learnable weight matrices, and E voice-action It is a combined feature of speech and behavior.

3. The large-scale model-enabled digital management system for the entire sales process as described in claim 1, characterized in that, The dynamic game-theoretic pricing engine also includes an asymmetric learning module: it uses reinforcement learning to mimic pricing strategies from historical high-value orders, with the specific formula as follows: Where π expert The expert strategy is defined as pi, the current learning strategy is defined as s, and the business opportunity status is defined as s. The PPO algorithm is used for training. When a new business opportunity appears, a quotation plan with a similarity greater than 0.8 to the expert strategy is automatically generated.

4. The large-scale model-enabled digital sales management system according to claim 1, characterized in that, The adaptive process orchestration module also includes a resource tensor constraint submodule: it constructs a real-time updated resource availability tensor, and during process rerouting, the system solves a mixed integer programming problem. The specific algorithm formula is as follows: The constraint is use(t) i )≤0.8·r j where use(t) i () is step t i The utilization rate of resource j.

5. The large-scale model-enabled digital management system for the entire sales process according to claim 1, characterized in that, The multidimensional risk warning network also includes a causal attribution unit: it uses counterfactual reasoning technology to locate the root cause of risk and generates specific improvement suggestions by calculating the intervention effect. The specific formula is: ITE(x)=E[Y(1)|x]–E[Y(0)|x], where Y(1) is the result after implementing a certain intervention measure, Y(0) is the result without intervention, and x is the customer characteristic.

6. The large-scale model-enabled digital management system for the entire sales process as described in claim 1, characterized in that, The contextualized knowledge distillation module also includes an incremental learning interface: a lightweight architecture that supports learning while reasoning is being designed. When a mobile device calls a knowledge capsule in an offline state, it automatically records new interaction pairs. After collecting 50 records, the knowledge update cycle is shortened from the traditional monthly cycle to dynamic updates through a federated learning framework.

7. The large-scale model-enabled digital sales management system according to claim 1, characterized in that, The closed-loop optimization feedback module also includes a multi-objective evolutionary optimization unit: the NSGA-III algorithm is used to maintain the Pareto optimal solution set, 50 model individuals are generated in each iteration, and 20 optimal solutions are retained through non-dominated sorting and crowding distance calculation; the crossover probability of the crossover operator C(θ1,θ2) is 0.8, and the mutation probability of the mutation operator M(θ) is 0.

1.

8. A method for using a large-scale model-enabled digital management system for the entire sales process according to any one of claims 1-7, characterized in that, Includes the following steps: Dynamic data twin construction steps: Acquire internal and external enterprise data synchronously through the large model interface, clean and standardize the raw data, use Kalman filtering to denoise the location data, and finally generate a customer digital twin containing spatiotemporal features to provide a unified data base for subsequent analysis. The data fusion delay time is controlled within 15 minutes. Intent prediction steps: Input the customer interaction sequence into the improved Transformer model, calculate the weight of each interaction node through the attention mechanism with time decay, generate intent prediction triples, and automatically update the model parameters once a week. Dynamic game pricing steps: Based on the customer price sensitivity curve and competitor monitoring data, a pricing distribution is generated through Monte Carlo tree search. The optimal pricing is then determined by combining the company's profit target. When competitor strategies change, a dynamic response mechanism is triggered to adjust the pricing. Adaptive process orchestration steps: Real-time monitoring of the execution status of sales process nodes; when an anomaly is detected, the process path is replanned based on the cause-effect graph model, and resource availability is checked simultaneously. The anomaly detection frequency is once per minute. Multidimensional risk warning steps: The risk score is calculated in real time through a 128-dimensional feature model. When the score exceeds the threshold, an early warning report containing root cause analysis is automatically generated. The risk feature library is updated monthly to include newly emerging risk indicators. Contextualized knowledge service steps: Input the sales question into the knowledge distillation model, retrieve and return the optimal response, and collect new interaction data for knowledge updates; Closed-loop optimization steps: Regularly compare the predicted and actual sales data, update the model parameters through a multi-objective evolutionary algorithm, and the model iteration cycle is once a week.

9. The sales process digital management method empowered by a large model according to claim 8, characterized in that, In the intent prediction step, a gating mechanism is used to fuse multimodal features and generate a unified representation vector. Specifically, this includes: a feature extraction sub-step: performing BERT encoding on customer emails and chat text to extract a 768-dimensional text feature vector E. text MFCC features were extracted from the voice call, and after dimensionality reduction using a ResNet18 network, a 40-dimensional acoustic feature vector E was obtained. voice A 32-dimensional temporal feature vector E is constructed from online behavior. action ; Feature fusion sub-step: Calculate the gating signal The importance of each modality feature is normalized to the [0,1] interval using the Sigmoid function: G=σ(W1E t ext+W2E v oice+W3E a ction), where The weight matrix is ​​a learnable weight matrix; Generate fusion features Achieving dynamic weighted fusion: E fusion =G⊙E text +(1-G)⊙E voice-action E voice-action This is obtained by concatenating speech and behavioral features and then performing 1×1 convolution for dimensionality reduction. Intent classification sub-step: E fusion Input fully connected layer Output the probability distribution of 5 types of intent P = [p1, p2, p3, p4, p5], corresponding to "demand confirmation", "price negotiation", "solution design", "decision evaluation" and "contract signing intention"; The classification confidence is improved by using a temperature-scaled softmax function T=0.

7. For example, when p5>0.8, the signing process acceleration mechanism is automatically triggered.

10. The large-scale model-enabled digital management method for the entire sales process according to claim 8, characterized in that, In the dynamic game bidding step, historically successful strategies are reused through an imitation learning mechanism, specifically including: Expert strategy extraction sub-step: Filter the top 10% of high-value orders by transaction amount from the historical order database to construct an expert dataset. Where s i In a business opportunity state, For expert-driven pricing decisions; employing a behavioral cloning algorithm to train the imitation strategy π. i mitate, minimize cross-entropy loss: Asymmetric information learning sub-step: Building a customer hidden demand prediction model Where h is the customer hidden demand prediction model, the input is the business opportunity state s, and the output is a k-dimensional real vector. To represent the hidden needs that customers have not explicitly expressed; Reinforcement learning optimization sub-step: The PPO algorithm is used to optimize the imitation policy, and the reward function is designed as follows: Where α = 0.7 is the profit weight, β = 0.3 is the strategy similarity weight, profit(a) is the quoted profit, and similarity is calculated using cosine similarity. Introducing Trust Domain Constraint D KL (π old ||π new )≤δ(δ=0.05), inferring a reasonable price range through similar historical cases.

Citation Information

Cited By

  • Iterative development-oriented software quality incremental evaluation method, system and equipment

    CN121301164A

  • Store operation optimization system and method based on voice interaction and intelligent calculation

    CN121459833A

  • User portrait construction method and device based on data mining

    CN121504519A