Marketing assistance system and method suitable for multi-personalized business

Abstract

The present invention provides a marketing assistance system and method suitable for multiple personalized services, including the following modules: a system table structure module: storing the marketing list of the service; a system service module: providing services according to the stored marketing list of the service. The present invention can efficiently manage target customers, and has the capabilities of high reliability, high concurrency and high performance; and can fully support service marketing, which can meet the needs of personalized service marketing, as well as the mixed marketing capabilities of different services and the ability to quickly respond to any newly added service.

Description

Technical Field

[0001] The present invention relates to the technical field of marketing assistance systems, and in particular, to a marketing assistance system and method suitable for multiple personalized services. Background Art

[0002] The telemarketing system is a marketing system developed based on the needs of market customers and the different needs of different enterprises and manufacturers in various industries. It has been proven by customers in different industries that the telemarketing system can effectively improve the work efficiency of the marketing department, reduce the sales cost of the enterprise and facilitate managers to evaluate sales representatives. The telemarketing system has been successfully applied to different industries such as telecommunications, aviation, insurance, securities, etc. and has been widely praised. The telemarketing system can also improve resource utilization and save office costs. The telemarketing system adopts a variety of strategies to optimize resources. Through multiple service platforms, it can more efficiently and reasonably configure telephone resources and company personnel, and quickly, accurately and efficiently save, transmit and share information. This can not only better serve customers, but also optimize human resource allocation and liberate more manpower.

[0003] The Chinese invention patent document with publication number CN112163887A discloses a telemarketing system and a method, device, equipment, and storage medium for managing a telemarketing list. The method includes: obtaining basic information data of N target customers; the basic information data includes at least one of the following: gender, occupation, age, and purchase of related products; based on the basic information data of the N target customers, using a trained customer feature prediction model, predicting the features of each target customer to obtain the predicted features of the target customer; obtaining the sales ability features of M agents; and according to the predicted features of the target customers and the sales ability features of the agents, assigning the N target customers to the M agents according to preset rules.

[0004] Regarding the above-mentioned related technologies, the inventor believes that the above-mentioned method is only a method for matching agents with target customers, and as a marketing auxiliary system, it lacks content in target customer management, personalized business marketing and other aspects. Summary of the invention

[0005] In view of the defects in the prior art, the object of the present invention is to provide a marketing assistance system and method suitable for multiple personalized services.

[0006] A marketing assistance system suitable for multi-personalized services provided by the present invention includes the following modules:

[0007] System table structure module: stores the marketing list of the business;

[0008] System service module: Provide services based on the marketing list of stored businesses.

[0009] Preferably, in the system table structure module, different personalized service list tables are used to store marketing lists of different personalized services, and a common service list table is used to store marketing lists of all personalized services.

[0010] Preferably, in the system table structure module, the common business list table storing all personalized business marketing lists and each personalized business list table storing a personalized business marketing list are split into a list table before use, a list table in use and a list table after use.

[0011] Preferably, the system service module is divided into a list management service module, a business marketing service module and a report management service module according to the usage flow of the marketing list.

[0012] Preferably, the list management service module performs list management services based on the pre-use list table, is responsible for importing the marketing list of the business outside the marketing assistance system into the marketing assistance system, and pre-processes the marketing list of the business, and finally distributes the pre-processed marketing list of the business to the seats;

[0013] The business marketing service module performs business marketing services based on the in-use list, and is responsible for personalized marketing of a single business, mixed marketing of multiple businesses, and marketing of general businesses;

[0014] The report management service module performs report management services based on the post-use list and is responsible for detailed and summarized management of the marketing results of each type of marketing business.

[0015] Preferably, the list management service module includes a list import and destruction module, and the list import and destruction module includes the following modules:

[0016] List import module: responsible for importing the marketing list of businesses outside the marketing support system into the marketing support system;

[0017] List destruction module: responsible for deleting the list imported into the marketing support system.

[0018] Preferably, the list management service module further includes a list allocation, reassignment and recovery module, and the list allocation, reassignment and recovery module includes the following modules:

[0019] List allocation module: responsible for migrating the marketing list in the pre-use list table to the in-use list table according to the preset seat schedule, seat ranking and seat level;

[0020] List reassignment module: responsible for changing the marketing list in the in-use list table from the first seat to the second seat;

[0021] List recovery module: responsible for migrating the marketing list in the list table in use back to the list table before use.

[0022] Preferably, the business marketing service module includes a plurality of individual business processing modules and common business processing modules;

[0023] The personalized service processing module processes the specified personalized service;

[0024] The common business processing module processes mixed business and general business of multiple personalized business;

[0025] After the business is completed, the corresponding business marketing list in the in-use list table is moved to the out-of-use list table.

[0026] Preferably, the report management service module includes a marketing result detail module and a marketing result summary module;

[0027] The marketing result detail module displays all marketing lists according to the marketing result status dimension based on the marketing lists in the post-use list table;

[0028] The marketing result summary module summarizes the quantity of each marketing result according to the marketing result status dimension based on the marketing list in the post-use list table.

[0029] A marketing assistance method applicable to multi-personalized services provided by the present invention comprises the following steps:

[0030] Table structure steps: store the marketing list of the business;

[0031] Service steps: Provide services based on the marketing list of stored businesses.

[0032] Compared with the prior art, the present invention has the following beneficial effects:

[0033] 1. The present invention can efficiently manage target customers and has the capabilities of high reliability, high concurrency and high performance;

[0034] 2. The present invention can fully support business marketing, which can satisfy both business marketing with different personalities and mixed marketing between businesses with different personalities;

[0035] 3. The present invention can support rapid response to any newly added business to carry out marketing services, and can also support mixed marketing with existing businesses. BRIEF DESCRIPTION OF THE DRAWINGS

[0036] Other features, objectives and advantages of the present invention will become more apparent by reading the detailed description of non-limiting embodiments with reference to the following drawings, which will assist in understanding the present invention.

[0037] Figure 1 It is a system framework diagram of the present invention. DETAILED DESCRIPTION

[0038] The present invention is described in detail below in conjunction with specific embodiments. The following embodiments will help those skilled in the art to further understand the present invention, but are not intended to limit the present invention in any form. It should be noted that, for those of ordinary skill in the art, several changes and improvements can also be made without departing from the concept of the present invention. These all belong to the protection scope of the present invention.

[0039] The embodiment of the present invention discloses a marketing assistance system suitable for multiple personalized services, such as Figure 1 As shown, it includes the following modules: System table structure module: storage of business marketing lists. Taking the credit card industry as the background, and the consumption installment, bill installment and cash installment in the credit card business as the business scenarios, the marketing lists of each business can be obtained by the credit card SAS system, or automatically pushed and obtained by the credit card big data system. Use different personalized business list tables to store the marketing lists of different personalized businesses, and use common business list tables to store the marketing lists of all personalized businesses. Split the common business list table that stores all personalized business marketing lists and the personalized business list table that stores each personalized business marketing list into a list table before use, a list table in use, and a list table after use.

[0040] The system table structure module uses different personalized business list tables to store the marketing lists of different personalized businesses, and uses a common business list table to store the marketing lists of all personalized businesses. Each personalized business list table and a common business list table are split into a list table before use, a list table in use, and a list table after use.

[0041] System service module: Provides services based on the stored marketing lists of businesses. It is divided into list management service module, business marketing service module and report management service module according to the usage flow of the marketing lists.

[0042] The list management service module performs list management services based on the pre-use list table. It is responsible for importing the marketing list of businesses outside the marketing assistance system into the marketing assistance system, pre-processing the marketing list of the business, and finally assigning the pre-processed marketing list of the business to the seats. The list management service is based on the pre-use list table. It is responsible for importing the marketing list of businesses outside the system into the system, pre-processing the marketing list, and finally assigning it to the seats.

[0043] The list management service module includes a list import and destruction module and a list allocation, reassignment and recycling module. The list import and destruction module includes the following modules: List import module: responsible for importing the marketing list of the business outside the marketing assistance system into the marketing assistance system. The list import function is responsible for importing the marketing list of the business outside the marketing assistance system into the marketing assistance system, including manual import without allocation and manual import allocation to seats, and automatic import result query. List destruction module: responsible for deleting the list imported into the marketing assistance system. The list destruction function is responsible for deleting the list imported into the marketing assistance system, including immediate deletion and scheduled deletion.

[0044] The list allocation, reassignment and recovery module performs list allocation, list reassignment and list recovery. The list allocation, reassignment and recovery module includes the following modules: List allocation module: responsible for migrating the marketing list in the list before use to the list in use according to the preset seat schedule, seat ranking and seat level. The list allocation function is responsible for migrating the marketing list in the list before use to the list in use according to the preset seat schedule, seat ranking and seat level. List reassignment module: responsible for changing the marketing list in the list in use from the first seat to the second seat. The list reassignment function is responsible for changing the marketing list in the list in use from the first seat to the second seat. List recovery module: responsible for migrating the marketing list in the list in use back to the list before use. The list recovery function is responsible for migrating the marketing list in the list in use back to the list before use.

[0045] The business marketing service module provides business marketing services based on the in-use list, and is responsible for the personalized marketing of a single business, the mixed marketing of multiple businesses, and the marketing of general businesses. The business marketing service module is based on the in-use list, and is responsible for the personalized marketing of a single business, the mixed marketing of multiple businesses, and the marketing of general businesses. The business marketing service module includes multiple personalized business processing modules and common business processing modules. The personalized business processing module processes designated personalized businesses. The common business processing module processes mixed businesses and general businesses of multiple personalized businesses. After the business processing is completed, the corresponding business marketing list in the in-use list is migrated to the post-use list.

[0046] The report management service module provides report management services based on the post-use list table, and is responsible for the detailed and summarized management of the marketing results of each type of marketing business. The report management service is based on the post-use list table, and is responsible for the detailed and summarized management of the marketing results of each type of marketing business. Marketing businesses include consumption installment, bill installment and cash installment. The report management service module includes the marketing result detail module, the marketing result summary module, the marketing order detail module, the marketing order summary module and the marketing business ranking module. The marketing result detail module is based on the marketing list in the post-use list table, and displays all the marketing lists according to the marketing result status dimension. The seats can query their own, and the administrator can query each seat managed. The marketing result summary module is based on the marketing list in the post-use list table, and summarizes the number of each marketing result according to the marketing result status dimension. The seats can query their own, and the administrator can query each seat managed. The marketing order detail module is based on the marketing list in the post-use list table, and displays all the marketing lists according to the order result status dimension. The seats can query their own, and the administrator can query each seat managed. The marketing order summary module is based on the marketing list in the post-use list table. It summarizes the number of each marketing result according to the order result status dimension. The agent can query their own, and the administrator can query each agent they manage. The marketing business ranking module is based on the marketing list in the post-use list table. It displays the ranking according to the dimensions of installment amount, installment handling fee, etc. The agent can view the ranking of all agents, the administrator can view the ranking of all agents, and can also view the ranking of all tenants.

[0047] The system functional modules are composed of the list import and destruction module, the list allocation, reassignment and recovery module, the personalized business processing module, the common business processing module, the marketing result detail module, the marketing result summary module, the marketing order detail module, the marketing order summary module and the marketing business ranking module.

[0048] The system service module is a service split according to the usage flow of the marketing list, which is divided into list management service, business marketing service and report management service. Based on the list table before use, a list management service is constructed, which is responsible for importing the marketing list of the business outside the system into the system, pre-processing the marketing list, and finally assigning it to the seat; based on the list table in use, a business marketing service is constructed, which is responsible for the personalized marketing of a single business, the mixed marketing of multiple businesses and the marketing of general business; based on the list table after use, a report management service is constructed, which is responsible for the detailed and summarized management of the marketing results of each type of marketing business. The functions in the list management service are divided into functions such as list import and destruction, list allocation, reassignment and recycling; the functions in the business marketing service are divided into functions such as multiple personalized business handling and common business handling; the functions in the report management service are divided into functions such as marketing result details and summary, marketing order details and summary, marketing performance ranking, etc.

[0049] The list management service is divided into agent operation functions such as list import and destruction, list allocation, reassignment and recycling. The business marketing service is divided into agent operation functions such as multiple personalized business handling and common business handling. Personalized business handling refers to handling designated personalized business; common business handling refers to handling mixed business and general business of multiple personalized business. The report management service is divided into agent operation functions such as marketing result details and summary, marketing order details and summary, marketing performance ranking, etc.

[0050] The business marketing list data storage table is split. Use different personalized business list tables to store the marketing lists of different personalized businesses, and use a common business list table to store the marketing lists of all personalized businesses. Each personalized business list table and a common business list table are split into a list table before use, a list table in use, and a list table after use.

[0051] System service split. Based on the pre-use list table, build a list management service, which is responsible for importing the marketing list of businesses outside the system into the system, pre-processing the marketing list, and finally assigning it to seats. Based on the in-use list table, build a business marketing service, which is responsible for personalized marketing of a single business, mixed marketing of multiple businesses, and marketing of general businesses. Based on the post-use list table, build a report management service, which is responsible for detailed and summarized management of the marketing results of each type of marketing business.

[0052] System function division. The functions in the list management service are divided into list import and destruction, list allocation, reassignment and recycling, etc. The functions in the business marketing service are divided into multiple personalized business processing and common business processing, etc. The functions in the report management service are divided into marketing result details and summary, marketing order details and summary, marketing performance ranking, etc.

[0053] The present invention includes a system table structure module, a system service module and a system function module; the system table structure module uses different personalized business list tables to store marketing lists of different personalized businesses, and uses a common business list table to store marketing lists of all personalized businesses; the system service module splits services according to the use flow of the marketing list, and is divided into list management services, business marketing services and report management services; the system function module divides each system service module into specific seat operation functions. As a marketing system that can directly generate revenue, the present invention can efficiently manage target customers, has high reliability, high concurrency and high performance capabilities, can fully support business marketing, can meet personalized business marketing, and also has the ability of mixed marketing of different businesses and the ability to quickly respond to any newly added business.

[0054] According to the present invention, a marketing assistance method applicable to multiple personalized services includes the following steps: table structure step: storing the marketing list of the service. Service step: providing service according to the stored marketing list of the service.

[0055] The embodiment of the present invention also discloses a marketing assistance system suitable for multiple personalized services, which takes the credit card industry as the background and the consumption installment, bill installment and cash installment in the credit card business as the business scenarios.

[0056] The system table structure module uses 3 types of personalized business tables to store the consumer installment marketing list, bill installment marketing list and cash installment marketing list respectively. The fields of each type of personalized business table are personalized fields of each type of personalized business, such as the bill installment marketing list table has fields such as bill date and bill amount; 1 type of common business table is used to store the marketing lists of 3 types of personalized businesses, and the fields include the common fields of the 3 types of personalized businesses, such as credit card number, personalized fields of the 3 types of personalized businesses and multiple spare fields; the 3 types of personalized business tables are further divided into 3 tables according to before use, during use and after use, for a total of 9 tables, namely the consumer installment marketing list before use, the consumer installment marketing list during use , consumption installment marketing list after use, bill installment marketing list before use, bill installment marketing list during use, bill installment marketing list after use, cash installment marketing list before use, cash installment marketing list during use, cash installment marketing list after use; 1 type of common business table is also divided into 3 tables according to before use, during use, and after use, namely common business marketing list before use, common business marketing list during use, and common business marketing list after use; based on the characteristics of Oracle partitioned tables, the list table before use is partitioned according to batch number, the list table during use is partitioned according to time and seat number, and the list table after use is partitioned according to time.

[0057] The system service module is divided into three services based on the marketing lists of the three types of business described above, namely, the marketing lists based on the three types of business before use are divided into a list management service, the marketing lists based on the three types of business in use are divided into a business marketing service, and the marketing lists based on the three types of business after use are divided into a report management service.

[0058] The system function module is based on the three services described above, and the functions in each service are divided. The list management service is based on the pre-use list table. The functions in this service are divided into list import and destruction, list allocation, list reassignment and recycling. The list allocation function migrates the data in the pre-use list table to the in-use list table according to the preset seat scheduling, seat ranking, seat level and other rules, that is, to realize the allocation of marketing customer lists to marketing seats. The business marketing service is based on the in-use list table. The functions in this service are divided into three personalized business processing modules, namely the consumer installment business processing module, the bill installment business processing module and the cash installment business processing module, one mixed business processing module and one general business processing module. 3 personalized business processing modules, taking the bill installment business as an example, based on the bill installment list table in use, its processing flow is to start processing -> the agent queries the marketing list under his name on the bill installment processing page -> select one of the lists -> query the basic information / billing information / historical installment information of the marketing customer in the online credit card core system according to the card number field in the list -> call the customer -> verify the identity of the marketing customer after the call is connected -> process the pre-installment calculation of the bill after the identity verification is passed -> process the bill installment after the calculation is passed -> end the processing. After completing a bill installment, the corresponding marketing customer's list information will be migrated from the in-use list table to the post-use list table. The mixed business processing module and the general business processing module are both based on the use of the common business list table. Mixed business processing means that consumption installments, bill installments and cash installments can be processed simultaneously based on one list. The processing flow is to start processing -> the agent queries the marketing list under his name on the mixed business processing page -> select one of the lists -> select the business type -> if the bill installment business is selected, then enter the common bill installment processing module based on the corresponding bill installment business field in the common business list table. The process is the same as the personalized bill installment processing module. General business handling refers to handling a non-personal business, which is mainly based on the spare fields in the common business list table. Before handling, the spare fields must be assigned business meanings on the general business field description page. The handling process is to start handling -> the agent queries the marketing list under his name on the mixed business handling page -> select one of the lists -> select the general business type -> enter the general business handling module based on the card number and spare fields in the common business list table -> query the card, credit limit, account, installment and other information of the marketing customer in the online credit card core system according to the card number field in the list, and the spare fields are displayed according to the assigned business meaning -> call the customer -> verify the identity of the marketing customer after the call is connected -> register after the identity verification is passed -> end the handling. The report management service is based on the post-use list table. The functions in this service are divided into marketing result details and summary, marketing order details and summary, and marketing performance ranking.

[0059] Business marketing list data storage table split. Three types of personalized business tables are used to store the consumption installment marketing list, the bill installment marketing list and the cash installment marketing list respectively. The fields of each type of personalized business table are the personalized fields of each type of personalized business, such as the bill installment marketing list table has the bill date, bill amount and other fields; one type of common business table is used to store the marketing lists of the three types of personalized businesses, and the fields include the common fields of the three types of personalized businesses, such as credit card number, the personalized fields of the three types of personalized businesses and multiple spare fields; the three types of personalized business tables are further divided into three tables according to before use, during use and after use, with a total of nine tables, namely, the consumption installment marketing list before use, the consumption installment marketing list during use, and the consumption installment marketing list after use, the bill installment marketing list before use, the bill installment marketing list during use, and the bill installment marketing list after use, the cash installment marketing list before use, the cash installment marketing list during use, and the cash installment marketing list after use; one type of common business table is also divided into three tables according to before use, during use and after use, namely, the common business marketing list before use, the common business marketing list during use, and the common business marketing list after use.

[0060] System service splitting. Based on the pre-use list tables of the three types of businesses described, build a list management service, which is responsible for importing the marketing lists of businesses outside the system into the system, pre-processing the marketing lists, and finally assigning them to seats. Based on the in-use list tables of the three types of businesses described, build a business marketing service, which is responsible for personalized marketing of a single business, mixed marketing of multiple businesses, and marketing of general businesses. Based on the post-use list tables of the three types of businesses described, build a report management service, which is responsible for detailed and summarized management of the marketing results of each type of marketing business.

[0061] System function division. Based on the three services described, the functions of each service are divided. The functions of the list management service are divided into list import and destruction, list allocation, reassignment and recycling; the functions of the business marketing service are divided into multiple personalized business processing and common business processing; the functions of the report management service are divided into marketing result details and summary, marketing order details and summary, marketing performance ranking and other functions.

[0062] Those skilled in the art know that, in addition to implementing the system provided by the present invention in a purely computer-readable program code, the system provided by the present invention can be implemented in the form of logic gates, switches, application-specific integrated circuits, programmable logic controllers, and embedded microcontrollers by logically programming the method steps to achieve the same function. Therefore, the system provided by the present invention can be considered as a hardware component, and the modules included therein for implementing various functions can be considered as structures within the hardware component; the devices, modules, and units for implementing various functions can also be considered as both software modules for implementing the method and structures within the hardware component.

[0063] The above describes the specific embodiments of the present invention. It should be understood that the present invention is not limited to the above specific embodiments, and those skilled in the art can make various changes or modifications within the scope of the claims, which does not affect the essence of the present invention. In the absence of conflict, the embodiments of the present application and the features in the embodiments can be combined with each other arbitrarily.

Claims

1. A marketing assistance system suitable for multi-personalized services, characterized in that: Includes the following modules: System table structure module: stores the marketing list of the business; System service module: Provide services based on the marketing list of stored businesses; In the system table structure module, different personalized service list tables are used to store marketing lists of different personalized services, and a common service list table is used to store marketing lists of all personalized services; In the system table structure module, the common business list table storing all personalized business marketing lists and each personalized business list table storing personalized business marketing lists are respectively split into a list table before use, a list table in use and a list table after use; The system service module is divided into a list management service module, a business marketing service module and a report management service module according to the usage flow of the marketing list; The list management service module performs list management services based on the pre-use list table, is responsible for importing the marketing list of the business outside the marketing assistance system into the marketing assistance system, and pre-processes the marketing list of the business, and finally distributes the pre-processed marketing list of the business to the seats; The business marketing service module performs business marketing services based on the in-use list, and is responsible for personalized marketing of a single business, mixed marketing of multiple businesses, and marketing of general businesses; The report management service module performs report management services based on the post-use list, and is responsible for detailed and summarized management of the marketing results of each type of marketing business; The list management service module includes a list import and destruction module, and the list import and destruction module includes the following modules: List import module: responsible for importing the marketing list of businesses outside the marketing support system into the marketing support system; List destruction module: responsible for deleting the list imported into the marketing support system; The business marketing service module includes multiple individual business processing modules and common business processing modules; The personalized service processing module processes the specified personalized service; The common business processing module processes mixed business and general business of multiple personalized business; After the business is completed, the corresponding business marketing list in the in-use list table is moved to the post-use list table; Marketing services include consumption installment, bill installment and cash installment; The report management service module includes a marketing result detail module, a marketing result summary module, a marketing order detail module, a marketing order summary module and a marketing business ranking module; the marketing result detail module is based on the marketing list in the post-use list table, and displays all the marketing lists according to the marketing result status dimension. The agents can query their own, and the administrator can query each agent they manage; the marketing result summary module is based on the marketing list in the post-use list table, and summarizes the number of each marketing result according to the marketing result status dimension. The agents can query their own, and the administrator can query each agent they manage; the marketing order detail module is based on the marketing list in the post-use list table, and displays all the marketing lists according to the order result status dimension. The agents can query their own, and the administrator can query each agent they manage; The marketing order summary module is based on the marketing list in the post-use list table. It summarizes the number of marketing results according to the order result status dimension. Agents can query their own, and administrators can query each agent they manage; the marketing business ranking module is based on the marketing list in the post-use list table. It displays the ranking according to the installment amount and installment handling fee dimensions. Agents can view the ranking of all agents, and administrators can view the ranking of all agents or tenants.

2. The marketing assistance system applicable to multiple personalized services according to claim 1, characterized in that: The list management service module also includes a list allocation, reassignment and recovery module, which includes the following modules: List allocation module: responsible for migrating the marketing list in the pre-use list table to the in-use list table according to the preset seat schedule, seat ranking and seat level; List reassignment module: responsible for changing the marketing list in the in-use list table from the first seat to the second seat; List recovery module: responsible for migrating the marketing list in the list table in use back to the list table before use.

3. The marketing assistance system applicable to multiple personalized services according to claim 1, characterized in that: The report management service module includes a marketing result detail module and a marketing result summary module; The marketing result detail module displays all marketing lists according to the marketing result status dimension based on the marketing lists in the post-use list table; The marketing result summary module summarizes the quantity of each marketing result according to the marketing result status dimension based on the marketing list in the post-use list table.

4. A marketing assistance method suitable for multi-personalized services, characterized in that: The marketing assistance system applicable to multiple personalized services as described in any one of claims 1 to 3 comprises the following steps: Table structure steps: store the marketing list of the business; Service steps: Provide services based on the marketing list of stored businesses.

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