Customer information processing method, device, computer equipment and storage medium

Abstract

The present application relates to a method, apparatus, computer equipment and storage medium for processing customer information. The method comprises: receiving a subprogram link sent by a first terminal based on a parent program; the subprogram link comprises a group identifier and a target customer identifier; pushing the subprogram link to a second terminal corresponding to the target customer identifier; when monitoring the start-up operation of the subprogram link by the second terminal, obtaining the parent program identifier corresponding to the target customer identifier; generating a customer management request according to the parent program identifier and the group identifier, sending the customer management request to the data interface corresponding to the parent program, so that the data interface adds the parent program identifier of the target customer to the business group corresponding to the group identifier. The use of this method can improve customer management efficiency.

Description

Technical Field

[0001] The present application relates to the field of computer technology, and in particular to a method, apparatus, computer device and storage medium for processing customer information. Background Art

[0002] As the scale of enterprises increases, the number of customers also increases, making it particularly important to manage customers efficiently. For existing customers, enterprises need to maintain their interest in the products they provide. For potential customers, enterprises need to guide customers to be interested in the products they provide. In traditional methods, in order to encourage and maintain customers' interest in the products provided by the enterprise, enterprises mainly rely on relevant business personnel to continuously interact with customers. However, when faced with a large number of scattered customers, business personnel often miss interactions, making it difficult to ensure the timeliness of customer management, which reduces the efficiency of customer management. Summary of the invention

[0003] Based on this, it is necessary to provide a customer information processing method, device, computer equipment and storage medium that can improve customer management efficiency in response to the above technical problems.

[0004] A method for processing customer information, the method comprising: receiving a subprogram link sent by a first terminal based on a parent program; the subprogram link comprising a group identifier and a target customer identifier; pushing the subprogram link to a second terminal corresponding to the target customer identifier; when monitoring the start operation of the second terminal on the subprogram link, obtaining the parent program identifier corresponding to the target customer identifier; generating a customer management request according to the parent program identifier and the group identifier, sending the customer management request to a data interface corresponding to the parent program, so that the data interface adds the parent program identifier of the target customer to the business group corresponding to the group identifier.

[0005] In one embodiment, the method further includes: when a forwarding operation of the subprogram link by the second terminal is monitored, marking the subprogram link as a forwarding link; the forwarding link includes an indirect customer identifier and a salesperson business card that is the same as that in the subprogram link; according to the forwarding operation, pushing the forwarding link to the terminal corresponding to the indirect customer identifier; when a start operation of the forwarding link by the terminal corresponding to the indirect customer identifier is monitored, adding the parent program identifier of the indirect customer to the corresponding business group according to the salesperson business card.

[0006] In one embodiment, the method further includes: receiving a business group login request triggered by a user terminal based on a preset button in a subprogram; the login request carries a parent program identifier; the user terminal includes the first terminal or the second terminal; identifying a user category corresponding to the parent program identifier; when the user category is a salesperson, returning the business group corresponding to the parent program identifier to the first terminal, recorded as a first group, so that the first terminal displays the first group; the first group includes the parent program identifier corresponding to the salesperson and the corresponding parent program identifiers of multiple customers; when the user category is a target customer, returning the business group corresponding to the parent program identifier to the second terminal, recorded as a second group, so that the second terminal displays the second group; the second group includes the parent program identifier of the salesperson corresponding to the target customer.

[0007] In one embodiment, the method also includes: receiving a customer interaction request sent by the first terminal based on the first group; the customer interaction includes an interaction mode; when the interaction mode is the first mode, returning a first window corresponding to the first group to the first terminal, so that the first terminal enters interaction information based on the first window, and sends the interaction information to second terminals corresponding to all target customers in the first group; when the interaction mode is the second mode, returning a second window corresponding to the first group to the first terminal, so that the first terminal selects a target customer identifier based on the second window, enters interaction information, and sends the interaction information to the second terminal corresponding to the selected target customer identifier.

[0008] In one embodiment, the method further includes: pushing at least one incentive activity information to the second terminal based on the subprogram; receiving input resources of the target customer based on the subprogram returned by the second terminal; converting the input resources according to the incentive activity information to obtain corresponding output resources; and transferring the output resources to the second terminal.

[0009] In one embodiment, the input resource includes travel steps; the method further includes: when monitoring the startup operation of the sub-program link by the second terminal, obtaining the parent program label of each target customer in the business group and the travel steps of the target customer in a preset time period; sorting the travel steps of multiple target customers; and displaying the parent program labels and travel steps corresponding to the multiple target customers respectively according to the sorting.

[0010] A client information processing device, the device comprising: a link push module, used to receive a subprogram link sent by a first terminal based on a parent program; the subprogram link comprises a group identifier and a target client identifier; the subprogram link is pushed to a second terminal corresponding to the target client identifier; a group identification module, used to obtain a parent program identifier corresponding to the target client identifier when monitoring a startup operation of the subprogram link by the second terminal; a group allocation module, used to generate a client management request according to the parent program identifier and the group identifier, and send the client management request to a data interface corresponding to the parent program, so that the data interface adds the parent program identifier of the target client to the business group corresponding to the group identifier.

[0011] In one embodiment, the device also includes a group redistribution module, which is used to mark the subprogram link as a forwarding link when a forwarding operation of the second terminal on the subprogram link is monitored; the forwarding link includes an indirect customer identifier and a salesperson business card that is the same as that in the subprogram link; according to the forwarding operation, the forwarding link is pushed to the terminal corresponding to the indirect customer identifier; when a start operation of the forwarding link by the terminal corresponding to the indirect customer identifier is monitored, the parent program identifier of the indirect customer is added to the corresponding business group according to the salesperson business card.

[0012] A computer device includes a memory and a processor, wherein the memory stores a computer program, and when the processor executes the computer program, the steps of the customer information processing method provided in any embodiment of the present application are implemented.

[0013] A computer-readable storage medium stores a computer program, which, when executed by a processor, implements the steps of a customer information processing method provided in any embodiment of the present application.

[0014] In the above-mentioned customer information processing method, device, computer equipment and storage medium, the first terminal can push the sub-program link to the second terminal corresponding to the corresponding target customer based on the sub-program link sent by the parent program and the target customer identifier carried by the sub-program link; when the second terminal detects the start operation of the sub-program link, the parent program identifier corresponding to the target customer identifier can be obtained; a customer management request can be generated based on the parent program identifier and the group identifier carried by the sub-program link; the customer management request is sent to the data interface corresponding to the parent program, so that the data interface can add the parent program identifier of the target customer to the business group corresponding to the group identifier. Since a corresponding business group is created for each salesperson based on the parent program, and whenever the salesperson expands a new customer, the parent program identifier of the new customer is added to the business group corresponding to the corresponding salesperson, a large number of scattered customers are concentrated into one business group, which is convenient for the salesperson to manage customers in a timely manner based on the parent program, thereby improving customer management efficiency. BRIEF DESCRIPTION OF THE DRAWINGS

[0015] Figure 1 An application scenario diagram of a method for processing customer information in an embodiment;

[0016] Figure 2 is a flowchart of a method for processing customer information in one embodiment;

[0017] Figure 3 A flowchart of the steps of indirect customer management in one embodiment;

[0018] Figure 4 A schematic flow chart of the steps of pushing a subroutine link in one embodiment;

[0019] Figure 5 A flowchart of steps for product transaction monitoring in one embodiment;

[0020] Figure 6 is a structural block diagram of a client information processing device in one embodiment;

[0021] Figure 7 FIG. 4 is a diagram showing the internal structure of a computer device in one embodiment. DETAILED DESCRIPTION

[0022] In order to make the purpose, technical solution and advantages of the present application more clearly understood, the present application is further described in detail below in conjunction with the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are only used to explain the present application and are not used to limit the present application.

[0023] The customer information processing method provided in this application can be applied to Figure 1In the application environment shown. Among them, the first terminal 102 communicates with the server 104 through the network, and the second terminal 106 communicates with the server 104 through the network. Among them, the first terminal 102 and the second terminal 106 can be, but not limited to, various personal computers, laptops, smart phones, tablet computers and portable wearable devices. The server 104 can be implemented with an independent server or a server cluster composed of multiple servers. The salesperson can push product information to the second terminal 106 corresponding to the target customer through the first terminal 102. Specifically, the first terminal 102 sends a subprogram link to the server 104 based on the parent program. The parent program can be a WeChat platform, and the subprogram can be a small program running on the WeChat platform. The subprogram link includes a salesperson's business card and a target customer identifier. The server 104 forwards the subprogram link to the second terminal 106 corresponding to the corresponding target customer according to the target customer identifier. The target customer can operate the corresponding small program by touching the subprogram link. The server 104 monitors whether the second terminal has a startup operation on the subprogram link. When the second terminal 106 detects the start-up operation of the subprogram link, the server 104 generates a customer management request based on the salesperson's business card, and sends the customer management request to the data interface corresponding to the parent program, so that the data interface reads the group identifier corresponding to the salesperson's business card and the parent program identifier corresponding to the target customer identifier in the server corresponding to the parent program according to the customer management request. The server 104 receives the group identifier corresponding to the salesperson's business card and the parent program identifier corresponding to the target customer identifier returned by the data interface, and adds the parent program identifier of the target customer to the business group corresponding to the group identifier. The above-mentioned customer management process creates a corresponding business group based on the parent program for each salesperson, and whenever the salesperson expands a new customer, the parent program identifier of the new customer is added to the business group corresponding to the corresponding salesperson, and a large number of scattered customers are concentrated into one business group, which is convenient for the salesperson to manage customers in a timely manner based on the parent program, thereby improving customer management efficiency.

[0024] In one embodiment, Figure 2 As shown, a method for processing customer information is provided, and the method is applied to Figure 1 The server in the example is used to illustrate the following steps:

[0025] Step 202: receiving a sub-program link sent by the first terminal based on the parent program; the sub-program link includes a salesperson's business card and a target customer identifier.

[0026] Step 204: Push the subprogram link to the second terminal corresponding to the target client identifier.

[0027] This embodiment provides a subprogram for product trading, which is recorded as the first subprogram. The first subprogram runs in the parent program. The parent program can be a WeChat platform, and the first subprogram can be a small program running on the WeChat platform. The first subprogram is oriented to both salesmen and customers. The first subprogram can display different content on the salesman side and the client side. The server corresponding to the first subprogram pre-stores a human management information table. The human management information table records the salesman identification information of multiple salesmen, such as ID number, mobile phone number, parent program identification, etc. The first subprogram identifies the registered user based on the human management information table, that is, identifies whether the user is a salesman or a customer. It is easy to understand that if the registration information has a corresponding salesman identification in the human management information table, the user is a salesman; otherwise, it means that the user is a customer. The first subprogram adds a user tag corresponding to each registered account according to the identification result. The user tag can be a salesman or a customer. When the first subprogram receives a login request from the user later, it selects the page to be displayed according to the user tag, such as a salesman side page or a client side page.

[0028] This embodiment also provides a subprogram for transaction assistance, which is recorded as a second subprogram. The second subprogram runs in the parent program. The parent program can be a WeChat platform, and the second subprogram can also be a small program running on the WeChat platform. It is easy to understand that the second subprogram and the first subprogram can be the same application program, and there is no limitation on this.

[0029] The salesperson can push a subprogram link to the second terminal corresponding to the target customer based on the parent program at the first terminal. The subprogram link can be a first subprogram link or a second subprogram link. When the salesperson needs to recommend a product to the target customer, the salesperson can send a link to the first subprogram (hereinafter referred to as the "product transaction link") to the server based on the parent program at the first terminal. When the salesperson believes that transaction assistance is needed for the target customer, the salesperson can send a link to the second subprogram (hereinafter referred to as the "transaction assistance link") to the server based on the parent program at the first terminal. The subprogram link includes the salesperson's business card and the target customer ID. The server forwards the subprogram link to the second terminal corresponding to the target customer ID.

[0030] Step 206: when the start operation of the subprogram link by the second terminal is detected, the parent program identifier corresponding to the target client identifier is obtained.

[0031] The salesperson's business card includes the salesperson's name, contact number, parent program ID, group ID, and qualifications. The parent program ID can be the salesperson's account based on the parent program, such as a WeChat account. The group ID can be the identification information of the salesperson's corresponding business group. The business group can be a parent program group that has a salesperson and multiple customers that he or she is responsible for managing, such as a WeChat group. The corresponding group ID can be a WeChat account. The business group can be pre-created by the salesperson based on the parent program, or created by the child program to the parent program based on the group building request triggered by the child program.

[0032] It is easy to understand that the salesman's business card can also include the salesman's popularity index, number of likes, customer evaluation, etc. Among them, the popularity index can be calculated by the subroutine based on the activity, number of members, and member addition speed of the salesman's corresponding business group.

[0033] The target client can start the subprogram link in the second terminal and then operate the corresponding subprogram. When the server corresponding to the subprogram detects the start operation of the subprogram link by the target client in the second terminal, a parent program information reading request is sent to the second terminal. The second terminal reads the identification information of the parent program to which the subprogram is currently attached, that is, the parent program identification, according to the parent program information reading request. The parent program identification can be the target client's account information based on the parent program, such as a WeChat account, etc.

[0034] Step 208: Generate a customer management request according to the parent program identifier and the group identifier, and send the customer management request to the data interface corresponding to the parent program, so that the data interface adds the parent program identifier of the target customer to the service group corresponding to the group identifier.

[0035] The server corresponding to the child program generates a customer management request based on the parent program ID corresponding to the target customer and the group ID in the business card of the salesperson, and sends the customer management request to the data interface corresponding to the parent program. The data interface corresponding to the parent program forwards the customer management request to the server corresponding to the parent program. The server corresponding to the parent program adds the parent program ID corresponding to the target customer to the business group corresponding to the group ID based on the customer management request.

[0036] In this embodiment, the first terminal can push the subprogram link to the second terminal corresponding to the corresponding target customer based on the subprogram link sent by the parent program and the target customer identifier carried by the subprogram link; when the second terminal detects the start operation of the subprogram link, the parent program identifier corresponding to the target customer identifier can be obtained; a customer management request can be generated based on the parent program identifier and the group identifier carried by the subprogram link; the customer management request is sent to the data interface corresponding to the parent program, so that the data interface can add the parent program identifier of the target customer to the business group corresponding to the group identifier. Since a corresponding business group is created for each salesperson based on the parent program, and each time the salesperson expands a new customer, the parent program identifier of the new customer is added to the business group corresponding to the corresponding salesperson, a large number of scattered customers are concentrated into one business group, which is convenient for the salesperson to manage customers in a timely manner based on the parent program, thereby improving customer management efficiency.

[0037] In one embodiment, Figure 3 As shown, the method also includes the step of indirect customer management, specifically including:

[0038] Step 302: when the second terminal detects a forwarding operation on the subprogram link, the subprogram link is marked as a forwarding link; the forwarding link includes an indirect customer identifier and the same salesperson business card as that in the subprogram link.

[0039] Step 304: Push the forwarding link to the terminal corresponding to the indirect client identifier according to the forwarding operation.

[0040] Step 306: When the indirect customer identifier corresponding to the terminal is detected to start the forwarding link, the parent program identifier of the indirect customer is added to the corresponding business group according to the business card of the salesperson.

[0041] The subprogram provides a "forward" control. When the second terminal detects that the target customer (also referred to as the "direct customer") has touched the control, the subprogram link pushed by the salesperson to the target customer is forwarded to the terminal corresponding to the indirect customer according to the recipient selected by the target customer (hereinafter referred to as the "indirect customer"). The forwarded subprogram link (referred to as the "forward link") contains the same salesperson business card as the subprogram link pushed by the salesperson to the target customer. When the terminal corresponding to the indirect customer detects that the indirect customer has started the forwarding link, the parent program identifier of the indirect customer is added to the business group to which the direct customer belongs in the above manner.

[0042] In this embodiment, not only the direct customers developed by the salesperson himself are managed, but also the indirect customers developed with the assistance of the direct customers are managed, so that the salesperson can manage a large number of scattered customers in an orderly manner and improve management efficiency.

[0043] In one embodiment, the method further includes: receiving a business group login request triggered by a user terminal based on a preset button in a subprogram; the login request carries a parent program identifier; the user terminal includes a first terminal or a second terminal; identifying a user category corresponding to the parent program identifier; when the user category is a salesperson, returning a business group corresponding to the parent program identifier to the first terminal, recorded as a first group, so that the first terminal displays the first group; the first group includes the parent program identifier corresponding to the salesperson and the corresponding parent program identifiers of multiple customers; when the user category is a target customer, returning a business group corresponding to the parent program identifier to the second terminal, recorded as a second group, so that the second terminal displays the second group; the second group includes the parent program identifier of the salesperson corresponding to the target customer.

[0044] The login entry of the business group can be a subprogram or a parent program. The following description will be based on the example of logging in to the business group based on the subprogram. The salesperson and the customer have different operating permissions for the business group. Specifically, the subprogram provides a "group view" control. When the user terminal receives a touch operation triggered by the user on the control, a business group login request is generated according to the touch operation, and the login request is sent to the server corresponding to the subprogram. The server identifies the user category of the logged-in user based on the parent program identifier carried in the login request. User categories include salespersons and customers.

[0045] When the user category is a salesperson, it means that the user is a salesperson, and the server of the child program sends a first group login request to the server corresponding to the parent program. The server corresponding to the parent program returns the message of the first group to the first terminal corresponding to the salesperson according to the first group login request. When the user category is a customer, it means that the user is a customer, and the server of the child program sends a second group login request to the server corresponding to the parent program. The server corresponding to the parent program returns the message of the second group to the second terminal corresponding to the customer according to the second group login request. The first group and the second group are different display methods of the same business group. Among them, the first group includes the parent program identifier corresponding to the salesperson and the parent program identifiers of multiple customers managed by the salesperson; and the second group only includes the parent program identifier of the salesperson corresponding to the target customer. In other words, the salesperson can view all member information in the business group based on the first group; and the customer can only view the information of the corresponding salesperson based on the second group. In other words, the business group shields multiple customers in the group from each other.

[0046] In this embodiment, different operation permissions are configured for the business group based on the salesperson and the customer, so that the business group can shield information between customers while facilitating the salesperson to manage customers, which meets the actual operation requirements.

[0047] In one embodiment, the method also includes: receiving a customer interaction request sent by the first terminal based on the first group; the customer interaction includes an interaction mode; when the interaction mode is the first mode, returning a first window corresponding to the first group to the first terminal, so that the first terminal enters interaction information based on the first window, and sends the interaction information to second terminals corresponding to all target customers in the first group; when the interaction mode is the second mode, returning a second window corresponding to the first group to the first terminal, so that the first terminal selects a target customer identifier based on the second window, enters interaction information, and sends the interaction information to the second terminal corresponding to the selected target customer identifier.

[0048] In one embodiment, the method further includes: pushing at least one incentive activity information to the second terminal based on the subprogram; receiving input resources of the target customer based on the subprogram returned by the second terminal; converting the input resources according to the incentive activity information to obtain corresponding output resources; and transferring the output resources to the second terminal.

[0049] The incentive activity information can be any activity information used to encourage customers to have close contact with the enterprise to increase customers' interest in the enterprise and the products provided by the enterprise, such as public welfare donation, forwarding gifts, questionnaire lucky draws, etc. It is easy to understand that the incentive activity can also be other content, and there is no restriction on this. The incentive activity information includes input resources, output resources, and the conversion method and conversion conditions for converting input resources into output resources. In other words, the target customers can use the input resources to exchange for the corresponding output resources.

[0050] For example, the input resource corresponding to the incentive activity "donate steps for public welfare" can be the number of travel steps during the activity period; the output resource can be public welfare funds; the conversion method can be the corresponding relationship between multiple preset travel step intervals and public welfare funds; the conversion condition can be the end of the activity time or the conversion instruction triggered by the customer. In another embodiment, in the "donate steps for public welfare" incentive activity, when the second terminal detects the start operation of the sub-program link, the parent program label of each target customer in the business group and the number of travel steps in the preset period are obtained; the travel steps of multiple target customers are sorted; and the parent program labels and travel steps corresponding to multiple target customers are displayed according to the sorting. In other words, the server counts the travel steps of the salesperson and the customer who enters the sub-program by touching the sub-program link pushed by the salesperson, that is, the travel steps of each member in the business group are counted, and the statistical results are published to the terminal corresponding to each member. The statistical results include the travel step rankings corresponding to multiple members and the parent program label of each member. The parent program label does not include the parent program identifier. The user can view the statistical results based on the sub-program. In other words, although business groups block information between customers, multiple customers managed by the same salesperson can obtain each other's activity participation information based on sub-routines, prompting static interaction between customers. This type of interaction does not require the participation of salespeople, reducing the interaction pressure on salespeople and thereby improving customer management efficiency.

[0051] The input resource corresponding to the incentive activity "Forward to Get Gifts" can be forwarding designated information, such as forwarding a sub-program link pushed by a salesperson; the output resource can be incentive resources such as discount coupons, points, red envelopes or designated products; the conversion method can be the output resources corresponding to multiple preset forwarding operations; the conversion condition can be the successful completion of the forwarding operation of the designated information.

[0052] The input resource corresponding to the incentive activity "questionnaire lottery" can be the input questionnaire survey information; the output resource can also be the randomly extracted incentive resource. In another embodiment, in the "questionnaire lottery" incentive activity, the server can analyze the customer characteristics based on the questionnaire survey information entered by the target customer, and then make product recommendations based on the customer characteristics, and display the product recommendation information and the incentive resource extraction results to the target customer at the same time. This method of promoting product information through reward activities can not only improve customer enthusiasm, but also improve the conversion rate of product push information.

[0053] The server monitors the input resources of the target client based on the second terminal according to the incentive activity information, and converts the input resources when the input resources meet the conversion conditions to obtain corresponding output resources; and transfers the output resources to the second terminal.

[0054] In this embodiment, the target customer can use the input resources to exchange for the corresponding output resources and interact with the target customer in a resource incentive manner. That is, the subroutine itself provides a way to interact with the customer, and this method does not require the participation of sales staff, reducing the interaction pressure on the sales staff and thereby improving customer management efficiency.

[0055] In one embodiment, Figure 4 As shown, the step of receiving the sub-program link sent by the first terminal based on the parent program, that is, the sub-program link push, specifically includes:

[0056] Step 402: monitoring the product browsing record of the customer on the target website based on the second terminal.

[0057] Customers who intend to purchase products may leave product search records on the product trading platform. The product trading platform can be the first subroutine, the second subroutine provided in this application, or other platforms. Product search records can be customer search records for product-related information on the product trading platform, or consultation records with product trading customer service, etc. In order to actively discover target customers, the server corresponding to the first subroutine crawls product search records of different customers from the designated product trading platform at a preset time frequency.

[0058] Step 404, generating a target customer table according to the product search record; the target customer table records the customer identification information of multiple target customers.

[0059] In one embodiment, a target customer table is generated based on product search records, including: detecting whether the product search records contain customer identification information; if so, marking the customer as a target customer; parsing the product search records to obtain corresponding product demand information; and recording the customer identification information and product demand information of the target customer into the target customer table.

[0060] The server parses the product query record and detects whether the product query record contains customer identification information. Customer identification information refers to information that can uniquely identify a customer, such as an ID number, mobile phone number, email address, etc. In another embodiment, the customer identification information may also be a terminal identification, such as a hardware identification code or an IP address. If the product query record contains customer identification information, the corresponding customer is marked as a target customer, and the customer identification information of the target customer is recorded in the target customer table. The target customer can be a potential customer, an existing customer, or a lost customer. The target customer table is used to record the relevant information of all target customers that need to be followed up.

[0061] It should be noted that the depth of product search by different customers on the product trading platform will result in different levels of detail in the corresponding product search records, so the relevant information of the target customers obtained through analysis may be different. For example, product demand information in addition to customer identification information can be obtained through analysis and the product demand information can also be recorded in the target customer table.

[0062] Step 406: Send the target customer list to the first terminal, so that the first terminal obtains the attribute information of the target customer from the corresponding second terminal according to the customer identification information.

[0063] The target customer table can be consulted by the salesperson based on the corresponding first terminal. In another implementation, the server pushes the target customer table to the first terminals corresponding to the multiple salespersons, and the salespersons follow up on the target customers in the target customer table. It is easy to understand that the salesperson can also find the target customer and get in touch with the target customer in other ways, and there is no limitation on this. For example, the target customer obtains the contact information of the salesperson through other customers, and actively consults the salesperson based on the contact information, and the salesperson thereby obtains the contact information of the target customer.

[0064] The salesperson contacts the corresponding target customer through the first terminal according to the customer identification information, thereby following up on the target customer. If the server detects that the target customer has been followed up by a salesperson, the customer identification information of the corresponding target customer is deleted from the target customer table. For example, when the target customer registers an account of the subprogram, or joins a business group corresponding to a salesperson, it means that the target customer has been followed up by a salesperson. When the target customer has a corresponding salesperson to follow up, the corresponding customer identification information is deleted from the target customer table, which can avoid the situation where multiple salespeople frequently contact the target customer and reduce the customer experience.

[0065] The salesperson obtains the target customer's attribute information through the first terminal. The attribute information includes the target customer's name, gender, age, occupation, marital status, education level, occupation, property status, health status, historical transaction records, product requirements, etc. It is easy to understand that if the attribute information is included in the product search record, the salesperson does not need to ask the target customer for the attribute information again.

[0066] Step 408: receiving product recommendation information returned by the first terminal based on the attribute information.

[0067] Step 410, verify the product recommendation information, generate a product transaction link based on the verified product recommendation information; push the product transaction link to the second terminal, so that the second terminal displays a successful transaction prompt when it detects that the target customer confirms the product recommendation information based on the product transaction link.

[0068] The salesperson can make product recommendations based on the customer's attribute information, and send the product recommendation information to the server based on the first subroutine. The server verifies the product recommendation information. If the verification is successful, a corresponding product transaction link is generated and pushed to the first terminal. When the target customer confirms the product recommendation information based on the product transaction link, the transaction payment page is displayed, and a successful transaction prompt is displayed based on the target customer's successful payment operation on the transaction payment page. For example, if the customer expects to purchase an insurance product, the subroutine will verify the product recommendation information based on the preset verification rules corresponding to different insurance products, such as whether the customer has the purchase authority. If the verification is successful, the subroutine will transform the product recommendation information using a preset formula, generate an insurance plan, and push the insurance plan to the first terminal corresponding to the target customer. When the customer confirms the insurance confirmation, the premium payment page is displayed. When the payment success operation corresponding to the premium payment page is detected, the corresponding insurance policy is generated, thereby completing the product transaction.

[0069] In this embodiment, based on the attribute information of the target customer, the salesperson personally recommends the product, which reduces the tediousness of pre-transaction query operations and lowers the threshold for the target customer to purchase products on his own, thereby improving product transaction efficiency; in addition, by actively discovering the target customer through crawling product search records, it is possible to speed up the contact between the target customer and the salesperson and communicate product data, thereby indirectly improving product transaction efficiency.

[0070] In one embodiment, the method also includes the step of multi-mode product transaction, specifically including: receiving a product transaction request sent by the second terminal; the product transaction request includes a transaction mode and customer identification information; when the transaction mode is the first assistance mode, pushing the customer identification information to the first terminal, so that the first terminal obtains the attribute information of the target customer from the second terminal according to the customer identification information; receiving product recommendation information returned by the first terminal based on the attribute information; when the transaction mode is the second assistance mode, obtaining the customer tag of the target customer, and obtaining product tags corresponding to multiple products respectively; obtaining product recommendation information by matching the customer tag with the product tag; and returning the product recommendation information to the second terminal.

[0071] In addition to the above method, where the salesperson actively follows up with the customer based on the target customer table, the customer can also initiate a product transaction at any time based on the first subprogram. Based on the first subprogram, a variety of product transaction modes can be realized, such as self-service mode, assisted mode, etc. Among them, the self-service mode refers to the mode in which the customer purchases the product in the subprogram by himself. The assisted mode refers to the mode in which the salesperson or machine guides the customer to purchase the product. The customer freely chooses the transaction mode according to his or her understanding of the product-related knowledge.

[0072] In the self-service mode, the customer searches for the first subprogram by himself and enters the product purchase information in the first subprogram, such as age, ID number, product information, etc. The first subprogram verifies the product purchase information and generates a corresponding product transaction order if the verification passes.

[0073] The assistance mode includes a first assistance mode and a second assistance mode. The first assistance mode refers to a mode in which a salesperson participates and guides the customer to purchase a product; the second assistance mode refers to a mode in which the server corresponding to the subprogram guides the customer to purchase a product.

[0074] In the first assistance mode, the target customer needs to leave the corresponding customer identification information in the first subprogram. The server records the customer identification information to the target customer table in the above manner, so that the salesperson can follow up with the target customer. The salesperson can make product recommendations based on the attribute information of the target customer in the above manner, fill in the attribute information of the target customer in the first subprogram, and select the recommended product information. The first subprogram verifies the entered attribute information and product information as described above. If the verification passes, a product transaction link is generated. The salesperson pushes the product transaction link to the second terminal corresponding to the target customer based on the parent program on the first terminal. The target customer browses, modifies or confirms the product recommendation information carried by the product transaction link based on the parent program. When the target customer modifies the product recommendation information, the subprogram verifies the modified product recommendation information again. The double verification mechanism can improve the verification accuracy. When the target customer confirms the product recommendation information, the transaction payment can be completed in the above manner.

[0075] In the second assistance mode, the server corresponding to the first subroutine obtains the customer tag of the target customer. The server pre-stores product tags corresponding to a variety of products. Product tags can reflect the characteristics of customers for whom the products are applicable. The server predicts the products that the customer may be interested in through tag matching and obtains product recommendation information corresponding to the target customer. The server sends the product recommendation information to the second terminal. The target customer conducts product transactions based on the product recommendation information, which greatly reduces the threshold for product transactions and thus improves the efficiency of product transactions.

[0076] In this embodiment, since the subprogram link can only be forwarded in the parent program environment and cannot be copied, information security can be improved; in addition, the subprogram supports multiple transaction modes, can respond to the product transaction needs of different customers in a timely manner, improve product transaction flexibility, and thus improve product transaction efficiency.

[0077] In one embodiment, Figure 5 As shown, after receiving the sub-program link sent by the first terminal based on the parent program, the step of product transaction monitoring is also included, which specifically includes:

[0078] Step 502, the second terminal monitors the target customer's operation behavior data based on the subroutine link; the product transaction link includes a salesperson identification.

[0079] The target customer can operate the first subprogram or the second subprogram corresponding to the subprogram link by touching the subprogram link. Multiple controls in the first subprogram and the second subprogram are preset with tracking points respectively. In addition to the first subprogram and the second subprogram provided in this application, other applications can also be preset with tracking points, without limitation. The following description takes the first subprogram as an example. The first subprogram monitors the target customer's touch operations on different tracking point controls at different times based on the preset tracking points. The control can be a button, link, window, text box, etc. The touch operation includes clicking, long pressing, short pressing or sliding, etc. The target program records the corresponding operation behavior data. The operation behavior data includes the target customer's operation record on at least one touched control, such as opening a product transaction link, reading soft articles, etc. Among them, the operation record includes the operation time, etc.

[0080] Step 504: The second terminal determines whether feedback on the operation behavior data is required based on the feedback labels corresponding to the preset multiple tracking point controls.

[0081] The second terminal detects whether the touched control belongs to a buried point control; if it belongs to a buried point control, it determines whether the buried point control has a corresponding feedback tag; when it has a feedback tag, it is necessary to provide feedback on the operation record corresponding to the touched control.

[0082] Step 506: If feedback is required, the second terminal reports the operation behavior data to the server, so that the server forwards the operation behavior data to the first terminal corresponding to the salesperson identification.

[0083] If the target customer needs to provide feedback to the salesperson based on the touch operation of a certain embedded control, the corresponding feedback label will be pre-configured for the embedded control. When the touched control belongs to a embedded control, the first subroutine further determines whether the embedded control to which the touched control belongs has a corresponding feedback label. If there is a feedback label, it means that the operation behavior data corresponding to the touched control needs to be fed back. When there is a feedback label, the first subroutine reports the target customer's operation record corresponding to the touched control to the server. The server feeds back the operation behavior data to the first terminal corresponding to the salesperson's business card.

[0084] Step 508: The second terminal receives the transaction assistance link returned by the first terminal based on the operation behavior data.

[0085] Step 510: The second terminal obtains corresponding product push information based on the transaction assistance link.

[0086] When the salesperson believes that transaction assistance is needed for the customer based on the operation behavior data, the transaction assistance link can be pushed from the first terminal to the second terminal based on the parent program. When the target customer starts the transaction assistance link, the second terminal displays the transaction assistance page. The salesperson and the target customer can communicate instantly on the transaction assistance page, such as further communicating product requirements in detail, or re-recommending products based on the results of further communication. The product push information obtained based on the transaction assistance link can be the above-mentioned product transaction link or a text description, etc., and there is no restriction on the push method.

[0087] In this embodiment, the current status of the target customer, that is, the current operational behavior data based on the product transaction link, is promptly fed back to the salesperson, so that the salesperson can adjust the product push information more timely and targeted according to the operational behavior data, thereby improving the product data push conversion rate.

[0088] In one embodiment, the method further includes: when a closing operation on a product transaction link is detected, obtaining an access record of the product transaction link and storing the access record; when a starting operation on a product transaction link is detected, reading the access record of the product transaction link; the access record includes an access time and an exit page category; and according to the exit page category corresponding to the last access to the product transaction link, obtaining a corresponding initial page and loading the initial page.

[0089] The server deploys a database and maintains an additional customer tracking table in the database. The customer tracking table is used to record the time and browsing history of each time the target customer uses the first subprogram. The browsing history includes the page category corresponding to the page being displayed when exiting the first subprogram (hereinafter referred to as the "exit page"). The page category of the exit page can be products, information, soft articles, settings, etc.

[0090] When the target customer opens the first subprogram again, the first subprogram reads the target customer's most recent browsing record of the first subprogram in the database, and automatically displays the exit page or the initial page of the page category corresponding to the exit page according to the browsing record.

[0091] In another embodiment, the first subprogram provides a "display salesperson sharing page" control. Through this control, the target customer can view the page corresponding to the product transaction link sent by the salesperson at any time.

[0092] In this embodiment, the browsing history of the target customer on the first subprogram is recorded, and the page is loaded based on the browsing history, so that the loaded page content is more in line with customer needs, which can improve the target customer's operation convenience based on the first subprogram, and thus indirectly improve the product data push conversion rate.

[0093] It should be understood that although Figures 2 to 5 The steps in the flowchart are shown in sequence as indicated by the arrows, but these steps are not necessarily executed in the order indicated by the arrows. Unless otherwise specified in this document, there is no strict order restriction for the execution of these steps, and these steps can be executed in other orders. Moreover, Figures 2 to 5 At least part of the steps may include multiple sub-steps or multiple stages. These sub-steps or stages are not necessarily executed at the same time, but can be executed at different times. The execution order of these sub-steps or stages is not necessarily sequential, but can be executed in turn or alternately with other steps or at least part of the sub-steps or stages of other steps.

[0094] In one embodiment, Figure 6 As shown, a client information processing device is provided, including: a link push module 602, a group identification module 604 and a group allocation module 606, wherein:

[0095] The link push module 602 is used to receive a sub-program link sent by the first terminal based on the parent program; the sub-program link includes a group identifier and a target client identifier; and push the sub-program link to a second terminal corresponding to the target client identifier.

[0096] The group identification module 604 is used to obtain the parent program identifier corresponding to the target client identifier when monitoring the start operation of the second terminal on the sub-program link.

[0097] The group allocation module 606 is used to generate a customer management request according to the parent program identifier and the group identifier, and send the customer management request to the data interface corresponding to the parent program, so that the data interface adds the parent program identifier of the target customer to the service group corresponding to the group identifier.

[0098] In one embodiment, the device also includes a group reallocation module 608, which is used to mark the sub-program link as a forwarding link when a forwarding operation of the second terminal on the sub-program link is monitored; the forwarding link includes an indirect customer identifier and a salesperson business card that is the same as the sub-program link; the forwarding link is pushed to the terminal corresponding to the indirect customer identifier according to the forwarding operation; when a start operation of the forwarding link by the terminal corresponding to the indirect customer identifier is monitored, the parent program identifier of the indirect customer is added to the corresponding business group according to the salesperson business card.

[0099] In one embodiment, the device also includes a group authority differentiation module 610, which is used to receive a business group login request triggered by a user terminal based on a preset button in a subprogram; the login request carries a parent program identifier; the user terminal includes a first terminal or a second terminal; the user category corresponding to the parent program identifier is identified; when the user category is a salesperson, the business group corresponding to the parent program identifier is returned to the first terminal, recorded as the first group, so that the first terminal displays the first group; the first group includes the parent program identifier corresponding to the salesperson and the corresponding parent program identifiers of multiple customers; when the user category is a target customer, the business group corresponding to the parent program identifier is returned to the second terminal, recorded as the second group, so that the second terminal displays the second group; the second group includes the parent program identifier of the salesperson corresponding to the target customer.

[0100] In one embodiment, the device also includes an interaction mode selection module 612, which is used to receive a customer interaction request sent by the first terminal based on the first group; the customer interaction includes an interaction mode; when the interaction mode is the first mode, the first window corresponding to the first group is returned to the first terminal, so that the first terminal enters the interaction information based on the first window, and sends the interaction information to the second terminals corresponding to all target customers in the first group; when the interaction mode is the second mode, the second window corresponding to the first group is returned to the first terminal, so that the first terminal selects a target customer identifier based on the second window, enters the interaction information, and sends the interaction information to the second terminal corresponding to the selected target customer identifier.

[0101] In one embodiment, the device also includes an incentive resource transfer module 614, which is used to push at least one incentive activity information to the second terminal based on the subroutine; receive input resources of the target customer based on the subroutine returned by the second terminal; convert the input resources according to the incentive activity information to obtain corresponding output resources; and transfer the output resources to the second terminal.

[0102] In one embodiment, the input resources include travel steps; the incentive resource transfer module 614 is also used to obtain the parent program label of each target customer in the business group and the travel steps of the target customer in a preset time period when the second terminal detects the start operation of the sub-program link; sort the travel steps of multiple target customers; and display the parent program labels and travel steps corresponding to the multiple target customers respectively according to the sorting.

[0103] For the specific definition of the client information processing device, please refer to the definition of the client information processing method above, which will not be repeated here. Each module in the above client information processing device can be implemented in whole or in part by software, hardware and a combination thereof. Each of the above modules can be embedded in or independent of the processor in the computer device in the form of hardware, or can be stored in the memory of the computer device in the form of software, so that the processor can call and execute the operations corresponding to each of the above modules.

[0104] In one embodiment, a computer device is provided. The computer device may be a server, and its internal structure diagram may be as follows: Figure 7 As shown. The computer device includes a processor, a memory, a network interface and a database connected through a system bus. Among them, the processor of the computer device is used to provide computing and control capabilities. The memory of the computer device includes a non-volatile storage medium and an internal memory. The non-volatile storage medium stores an operating system, a computer program and a database. The internal memory provides an environment for the operation of the operating system and the computer program in the non-volatile storage medium. The database of the computer device is used to store group identification, etc. The network interface of the computer device is used to communicate with an external terminal through a network connection. When the computer program is executed by the processor, a customer information processing method is implemented.

[0105] Those skilled in the art will understand that Figure 7 The structure shown in the figure is only a block diagram of a part of the structure related to the solution of the present application, and does not constitute a limitation on the computer device to which the solution of the present application is applied. The specific computer device may include more or fewer components than those shown in the figure, or combine certain components, or have a different arrangement of components.

[0106] A computer-readable storage medium stores a computer program, which, when executed by a processor, implements the steps of the customer information processing method provided in any embodiment of the present application.

[0107] Those skilled in the art can understand that all or part of the processes in the above-mentioned embodiments can be completed by instructing the relevant hardware through a computer program, and the computer program can be stored in a non-volatile computer-readable storage medium. When the computer program is executed, it can include the processes of the embodiments of the above-mentioned methods. Among them, any reference to memory, storage, database or other media used in the embodiments provided in the present application can include non-volatile and / or volatile memory. Non-volatile memory can include read-only memory (ROM), programmable ROM (PROM), electrically programmable ROM (EPROM), electrically erasable programmable ROM (EEPROM) or flash memory. Volatile memory can include random access memory (RAM) or external cache memory. As an illustration and not limitation, RAM is available in many forms, such as static RAM (SRAM), dynamic RAM (DRAM), synchronous DRAM (SDRAM), double data rate SDRAM (DDRSDRAM), enhanced SDRAM (ESDRAM), synchronous link (Synchlink) DRAM (SLDRAM), memory bus (Rambus) direct RAM (RDRAM), direct memory bus dynamic RAM (DRDRAM), and memory bus dynamic RAM (RDRAM).

[0108] The technical features of the above embodiments may be combined arbitrarily. To make the description concise, not all possible combinations of the technical features in the above embodiments are described. However, as long as there is no contradiction in the combination of these technical features, they should be considered to be within the scope of this specification.

[0109] The above embodiments only express several implementation methods of the present application, and the descriptions thereof are relatively specific and detailed, but they cannot be understood as limiting the scope of the invention patent. It should be pointed out that, for a person of ordinary skill in the art, several variations and improvements can be made without departing from the concept of the present application, and these all belong to the protection scope of the present application. Therefore, the protection scope of the patent of the present application shall be subject to the attached claims.

Claims

1. A method for processing customer information, the method comprising: Receiving a sub-program link sent by a salesperson through a first terminal based on a parent program; The subroutine link includes a group identifier and a target customer identifier; Pushing the subprogram link to a second terminal corresponding to the target client identifier; When monitoring the start operation of the subprogram link by the second terminal, obtaining the parent program identifier corresponding to the target client identifier; A customer management request is generated according to the parent program identifier and the group identifier, and the customer management request is sent to a data interface corresponding to the parent program, so that the data interface adds the parent program identifier corresponding to the target customer identifier to the business group corresponding to the group identifier; the business group is displayed as a first group on the first terminal and as a second group on the second terminal; the first group includes the parent program identifier corresponding to the salesperson and the parent program identifiers of multiple customers managed by the salesperson; the parent program identifiers displayed in the second group only include the parent program identifier of the salesperson corresponding to the target customer identifier; The method further comprises: receiving a product transaction request sent by the second terminal; the product transaction request includes a transaction mode and customer identification information; When the transaction mode is the first assistance mode, the customer identification information is pushed to the first terminal, so that the first terminal obtains the attribute information of the target customer from the second terminal according to the customer identification information, and receives the product recommendation information returned by the first terminal based on the attribute information; The product recommendation information is verified, and a product transaction link is generated based on the verified product recommendation information; the product transaction link is pushed to the second terminal, so that the second terminal displays a transaction success prompt when it detects that the target customer confirms the product recommendation information based on the product transaction link.

2. The method according to claim 1, characterized in that The method further comprises: When the forwarding operation of the subprogram link by the second terminal is detected, the subprogram link is marked as a forwarding link; the forwarding link includes an indirect customer identifier and a salesperson business card that is the same as that in the subprogram link; Pushing the forwarding link to the terminal corresponding to the indirect client identifier according to the forwarding operation; When the start operation of the forwarding link by the terminal corresponding to the indirect customer identifier is monitored, the parent program identifier of the indirect customer is added to the corresponding business group according to the business card of the salesperson.

3. The method according to claim 1, characterized in that The method further comprises: Receiving a service group login request triggered by a preset button in a subprogram from a user terminal; the login request carries a parent program identifier; the user terminal includes the first terminal or the second terminal; Identifying a user category corresponding to the parent program identifier; When the user category is a salesperson, returning the business group corresponding to the parent program identifier to the first terminal, recorded as a first group, so that the first terminal displays the first group; When the user category is a target customer, the business group corresponding to the parent program identifier is returned to the second terminal, recorded as a second group, so that the second terminal displays the second group.

4. The method according to claim 3, characterized in that The method further comprises: receiving a customer interaction request sent by the first terminal based on the first group; the customer interaction includes an interaction mode; When the interaction mode is the first mode, returning the first window corresponding to the first group to the first terminal, allowing the first terminal to enter interaction information based on the first window, and sending the interaction information to the second terminals corresponding to all target customers in the first group; When the interaction mode is the second mode, a second window corresponding to the first group is returned to the first terminal, so that the first terminal selects a target customer identifier based on the second window, enters interaction information, and sends the interaction information to the second terminal corresponding to the selected target customer identifier.

5. The method according to claim 1, characterized in that The method further comprises: Pushing at least one incentive activity information to the second terminal based on the subprogram; receiving input resources of the target client based on the subprogram returned by the second terminal; Convert the input resource according to the incentive activity information to obtain corresponding output resource; The output resource is transferred to the second terminal.

6. The method according to claim 5, characterized in that The input resource includes the number of travel steps; the method further includes: When the second terminal detects the start operation of the sub-program link, the parent program tag of each target customer in the business group and the number of travel steps in a preset time period are obtained; Sort the travel steps of multiple target customers; The parent program labels and travel steps corresponding to the multiple target customers are displayed according to the sorting.

7. A customer information processing device, characterized in that: The device comprises: A link push module, used for receiving a sub-program link sent by a salesperson through a first terminal based on a parent program; the sub-program link includes a group identifier and a target customer identifier; and pushing the sub-program link to a second terminal corresponding to the target customer identifier; A group identification module, configured to obtain a parent program identifier corresponding to the target client identifier when a startup operation of the subprogram link by the second terminal is detected; A group allocation module, used for generating a customer management request according to the parent program identifier and the group identifier, sending the customer management request to the data interface corresponding to the parent program, so that the data interface adds the parent program identifier corresponding to the target customer identifier to the business group corresponding to the group identifier; the business group is displayed as a first group on the first terminal and as a second group on the second terminal; the first group includes the parent program identifier corresponding to the salesperson and the parent program identifiers of multiple customers managed by the salesperson; the parent program identifier displayed by the second group only includes the parent program identifier of the salesperson corresponding to the target customer identifier; A module for receiving a product transaction request sent by the second terminal; the product transaction request includes a transaction mode and customer identification information; when the transaction mode is the first assistance mode, pushing the customer identification information to the first terminal, so that the first terminal obtains the attribute information of the target customer from the second terminal according to the customer identification information, and receives the product recommendation information returned by the first terminal based on the attribute information; verifying the product recommendation information, and generating a product transaction link based on the verified product recommendation information; pushing the product transaction link to the second terminal, so that the second terminal displays a transaction success prompt when detecting that the target customer confirms the product recommendation information based on the product transaction link.

8. The device according to claim 7, characterized in that The device further comprises a group reallocation module, which is used to mark the subprogram link as a forwarding link when monitoring a forwarding operation of the subprogram link by the second terminal; The forwarding link includes an indirect customer identifier and a salesperson's business card that is the same as that in the subroutine link; Pushing the forwarding link to the terminal corresponding to the indirect client identifier according to the forwarding operation; When the start operation of the forwarding link by the terminal corresponding to the indirect customer identifier is monitored, the parent program identifier of the indirect customer is added to the corresponding business group according to the business card of the salesperson.

9. A computer device comprising a memory and a processor, wherein the memory stores a computer program, wherein: When the processor executes the computer program, the steps of the method according to any one of claims 1 to 6 are implemented.

10. A computer-readable storage medium having a computer program stored thereon, characterized in that: When the computer program is executed by a processor, the steps of the method according to any one of claims 1 to 6 are implemented.

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