A real estate customer reporting management system

Through the real estate customer reporting management system, smart phones and reporting servers are used to record and store incoming customer information to prevent channel interception, solve the problem of collusion between field property consultants and channel intermediaries to defraud commissions, and reduce the developer's marketing expenses , improves the acquisition efficiency of natural visiting customers.

CN114742538BActive Publication Date: 2024-12-17CHONGQING RUIYUN TECH CO LTD
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Patent Information

Application Number
CN202210460047.0
Authority / Receiving Office
CN · China
Patent Type
Patents(China)
Current Assignee / Owner
Filing Date
2022-04-28
Publication Date
2024-12-17
Estimated Expiration
2042-04-28

AI Technical Summary

Technical Problem

In the existing technology, the problem of case-site property consultants and channel intermediaries colluding with each other to defraud channel commissions has led to an increase in the sales costs of developers.

Method used

Design a real estate customer reporting management system to record and store the phone number and information of incoming customers through smart phones and reporting servers, realize the incoming customer protection mechanism, and automatically identify the channels that cannot be reported, prevent intercepting intermediaries.

Benefits of technology

It effectively avoids natural visiting customers being intercepted by property consultants and channel intermediaries in the case, reduces the developer's marketing expenses, and helps developers obtain more natural visiting customers.

✦ Generated by Eureka AI based on patent content.

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Abstract

The present invention provides a real estate customer reporting management system. By building an intelligent phone system and establishing a caller protection mechanism, after a customer calls, the caller's phone number and information such as the building being visited are recorded and uploaded to the server background for storage. At this time, after the channel intermediary gets the customer's phone number, the channel customer recommendation method is used, and the system will automatically identify that the channel cannot be reported. This can help developers obtain more natural visiting customers, avoid natural visiting customers being intercepted by project site property consultants and channel intermediaries, and reduce marketing expenses.
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Description

Technical Field

[0001] The present invention relates to the technical field of real estate sales management, and in particular to a real estate customer reporting management system. Background Art

[0002] There are two types of customers in the real estate industry, one is natural visiting customers, and the other is channel-led customers. There are two types of natural visiting customers: one is to visit the sales office by themselves; the other is customers who call the sales department for consultation. Channel-led customers refer to customers who are brought in by channels and cooperative intermediary stores. Because natural visiting customers are inefficient and slow in effectiveness, they are not conducive to rapid inventory removal and slow in payment collection. Therefore, developers cannot rely on natural visiting customers, so there is channel distribution cooperation. After customers brought in by channels buy houses, intermediaries can get high commissions, so they are also willing to bring more home buyers to developers. This is mutually beneficial and win-win cooperation. However, for natural customers who call the sales department for consultation, there are currently the following problems: the real estate consultants on the site collude with the channel intermediaries. The real estate consultants inform the corresponding channel intermediaries of the information of natural visiting customers in advance, and then the channel intermediaries obtain commissions through channel reporting, and return the commissions to the real estate consultants at a certain discount, thereby defrauding the developer of marketing expenses and increasing sales costs invisibly. Summary of the invention

[0003] The present invention provides a real estate customer reporting management system, which mainly solves the technical problem of how to solve the problem of collusion between on-site property consultants and channel intermediaries to defraud channel commissions for naturally visiting customers.

[0004] In order to solve the above technical problems, the present invention provides a real estate customer reporting management system, comprising:

[0005] Smart phones are deployed at each property sales site and are connected to the reporting server to answer calls, obtain the incoming caller's phone number, and upload the phone number to the reporting server;

[0006] A reporting terminal, used to obtain the reporting information of the visiting customer, generate a reporting request, and report it to the reporting server, wherein the reporting information includes the visiting customer's telephone number and the visiting building identification information;

[0007] A reporting server is used to receive the telephone number uploaded by the smart phone, and associate the telephone number with the building identification information where the smart phone is located and store it in a telephone access customer information database; when a reporting request from a reporting terminal is received, the reporting request is parsed to obtain the reporting information to be matched, and the reporting information to be matched is matched with the telephone access customer information database; if there is a set of telephone number / building identification information that is identical to the reporting information to be matched, a reporting failure message is generated and returned to the reporting terminal; otherwise, a reporting success message is generated and returned to the reporting terminal; the reporting terminal receives and displays the reporting failure message and the reporting success message.

[0008] Optionally, the reporting information also includes the name and / or ID number of the visiting customer.

[0009] Optionally, the smart phone is used to associate the building identification information with the incoming caller's phone number and upload them to the reporting server, and the reporting server is used to associate the building identification information uploaded by the smart phone with the incoming caller's phone number and store them in the telephone access customer information database.

[0010] Optionally, the reporting server is also used to, when receiving the telephone number uploaded by the smart phone, obtain the Mac address of the smart phone, obtain the building identification information corresponding to the Mac address of the smart phone from a preset correspondence table, and associate the telephone number with the building identification information and store them in the telephone access customer information database.

[0011] Optionally, the reporting server is also used to monitor the storage time of each group of telephone number / property identification information in the telephone access customer information database, and when the storage time exceeds a preset effective time, the group of telephone number / property identification information is deleted from the database.

[0012] Optionally, the failure reporting message carries a failure reason.

[0013] Optionally, the reporting server is also used to obtain identification information of the intermediary who reported the visiting customer when the reporting is successful, and associate the identification information of the intermediary with the visiting customer's telephone number and identification information of the visited property, and store them in a channel reporting customer information database.

[0014] Optionally, the reporting server is also used to calculate the remuneration of the intermediary who reported the visiting customer according to a preset remuneration system when the successfully reported customer is closed.

[0015] Optionally, the smart phone is also used to collect customer audio data during the process of answering customer calls, and associate the audio data with the customer's telephone number and upload it to the reporting server; the reporting server is also used to store the customer audio data uploaded by the smart phone in an audio database, and collect customer voice information when the customer completes a transaction as audio data to be tested, and perform audio feature matching between the audio data to be tested and the customer audio data in the audio database, and when it is determined that there is no audio matching the audio data to be tested in the audio database, then calculate the salary of the intermediary who reports the visiting customer according to a preset salary system; if it is determined that there is audio matching the audio data to be tested, then switch to manual salary settlement.

[0016] Optionally, the reporting server is further configured to delete the corresponding customer audio data from the audio database when it is determined that a group of telephone number / building identification information in the telephone access customer information database is to be deleted.

[0017] Optionally, the reporting server is also used to obtain the identification information of the intermediary who reported the visiting customer when the reporting fails, update the number of abnormal reporting times, and generate abnormal alarm information and send it to the intermediary when the number of abnormal reporting times of the intermediary reaches a set threshold.

[0018] The beneficial effects of the present invention are:

[0019] According to a real estate customer reporting management system provided by the present invention, a smart phone system is built to establish a caller protection mechanism. After a customer calls, the caller's phone number and information such as the building visited are recorded and uploaded to the server background for storage. At this time, the channel intermediary uses the channel customer recommendation method after receiving the customer's phone call, and the system will automatically identify that the channel cannot be reported. This can help developers obtain more natural visiting customers, avoid natural visiting customers being intercepted by project site property consultants and channel intermediaries, and reduce marketing expenses. BRIEF DESCRIPTION OF THE DRAWINGS

[0020] Figure 1 This is a structural diagram of a real estate customer reporting management system according to the first embodiment of the present invention;

[0021] Figure 2 This is a schematic diagram of a terminal reporting interface according to the first embodiment of the present invention. DETAILED DESCRIPTION

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

[0023] Embodiment 1:

[0024] In order to solve the problem of collusion between site property consultants and channel intermediaries to defraud channel commissions for naturally visiting customers; this embodiment provides a real estate customer reporting management system, which establishes a caller customer protection mechanism by building an intelligent phone system. After a customer calls, the caller's phone number and information such as the property visited are recorded and uploaded to the server background for storage; at this time, the channel intermediary will use the channel customer recommendation method after receiving the customer's phone number, and the system will automatically identify that the channel cannot be reported; this can help developers obtain more naturally visiting customers, avoid naturally visiting customers being intercepted by site property consultants and channel intermediaries, and reduce marketing expenses.

[0025] See also Figure 1 The real estate customer reporting management system provided in this embodiment mainly includes a smart phone 10, a reporting terminal 20 and a reporting server 30, wherein:

[0026] The smart phone 10 is deployed at each property sales site and is connected to the reporting server 30 for answering calls, obtaining the phone number of the incoming call, and uploading the phone number to the reporting server 30 .

[0027] A real estate sales site can flexibly configure one or more smart phones 10 according to the number of incoming calls to meet the customer's call consultation needs. The smart phone 10 uploads the incoming call number to the reporting server 30 in a wired or wireless manner, which is not limited in this embodiment.

[0028] The reporting terminal 20 is used to obtain the reporting information of the visiting customer, generate a reporting request, and report it to the reporting server 30, wherein the reporting information includes the visiting customer's telephone number and the visiting building identification information.

[0029] In other embodiments of the present invention, the reporting information also includes the name and / or ID number of the visiting customer.

[0030] The reporting terminal 20 includes but is not limited to mobile devices such as mobile phones / tablets of intermediaries, and intermediaries log in to the reporting system application through their mobile phones to report customers. The reporting system is implemented in the form of but is not limited to APP applications, web pages, public accounts, mini programs, etc.

[0031] See also Figure 2 , the intermediary fills in the name, phone number and name of the visiting customer and reports it.

[0032] It should be understood that the building identification information can uniquely represent the relevant information of the building, and this embodiment does not limit this, as long as it can uniquely represent the building information. For example, the building information can be uniquely represented by the building name + number to avoid the problem of building duplication.

[0033] The reporting server 30 is used to receive the telephone number uploaded by the smart phone 10, and associate the telephone number with the building identification information where the smart phone is located and store it in the telephone access customer information database; when a reporting request from the reporting terminal is received, the reporting request is parsed to obtain the reporting information to be matched, and the reporting information to be matched is matched with the telephone access customer information database; if there is a set of telephone number / building identification information that is identical to the reporting information to be matched, it indicates that the customer has recently actively contacted the sales site by phone and is a naturally visiting customer, and a reporting failure message is generated and returned to the reporting terminal; if there is no telephone number that is identical to the reporting information to be matched, or if there is an identical telephone number but the corresponding building identification information is different, it indicates that the customer is not a naturally visiting customer, and a reporting success message is generated and returned to the reporting terminal 20; the reporting terminal 20 receives and displays the reporting failure message and the reporting success message.

[0034] The reporting server 30 can implement the association storage between the telephone number and the visited building in the following two ways:

[0035] 1. The smart phone 10 is used to associate the building identification information with the incoming call phone number and upload them to the reporting server 30. The reporting server 30 is used to associate the building identification information uploaded by the smart phone 10 with the incoming call phone number and store them in the telephone access customer information database. In this embodiment, when configuring the building smart phone 10, it is necessary to establish an association relationship between the smart phone and the building, that is, store the building identification information of the building in the smart phone, and when the smart phone 10 uploads the incoming call phone number, the building identification information is sent to the reporting server 30 together with the phone number.

[0036] 2. The smart phone only uploads the phone number of the incoming call. At this time, when the reporting server 30 receives the phone number uploaded by the smart phone 10, it obtains the Mac address of the smart phone through the communication protocol between the two parties, obtains the building identification information corresponding to the Mac address of the smart phone from the preset correspondence table, and associates the uploaded phone number with the building identification information and stores it in the telephone access customer information database. This method does not require the configuration of building information for the smart phone 10. The smart phone 10 only needs to upload the incoming phone number in real time; but it is necessary to configure the correspondence between all smart phone Mac addresses and the buildings in the reporting server in advance, as shown in Table 1 below:

[0037] Table 1 Preset correspondence table

[0038] Smartphone Mac address Building identification information 18-31-BF-07-EA-5E **City Garden CQWK00123 45-22-RF-12-GH-48 **Washington CQHD13098 33-67-JH-11-BU-4C **Yujinghushan CQHY50193 …… ……

[0039] The reporting server 30 is also used to monitor the storage time of each group of telephone number / property identification information in the telephone access customer information database, and when the storage time exceeds the preset effective time, the group of telephone number / property identification information is deleted from the database, and the customer audio data corresponding to the group of telephone number / property identification information is deleted from the audio database.

[0040] The preset effective time can be flexibly set according to the actual needs of users (developers). On the one hand, conversion efficiency needs to be considered, and on the other hand, cost needs to be considered. If the preset effective time is set longer, the conversion may be slower due to the lack of guidance from channel intermediaries, reducing marketing costs, but at the same time giving customers more time to consider. This embodiment does not limit this, for example, one month, two months, three months, etc.

[0041] In other embodiments of the present invention, when the reporting server 30 determines that the reporting fails and generates a reporting message, the reporting failure message carries the reason for the failure, prompting the channel intermediary personnel the reason for the reporting failure, that is, the customer is a natural visiting customer and reporting is prohibited.

[0042] The reporting server 30 is also used to obtain the identification information of the intermediary who reported the visiting customer when the reporting is successful, and associate the identification information of the intermediary with the telephone number of the visiting customer and the identification information of the visited property, and store them in the channel reporting customer information database to facilitate commission settlement. See the following table 2:

[0043] Table 2 Channel reporting customer information database

[0044] Intermediary identification information Telephone number of visiting customer Visiting property sign information 166******** 152******** ** Emerald Park CQWK00123 173******** 139******** **Washington CQHD00098 188******** 189******** ** Royal View Lake Mountain CQHY00193 …… …… ……

[0045] The intermediary personnel identification information includes but is not limited to one or more of telephone number, name, work number, and ID number, but should be able to uniquely identify the intermediary personnel.

[0046] The reporting server 30 is also used to calculate the remuneration of the intermediary who reported the visiting customer according to the preset remuneration system when the reported customer successfully completes the transaction. Please refer to the following table 3:

[0047] Table 3 Commission Settlement Table

[0048]

[0049]

[0050] In other embodiments of the present invention, the smart phone 10 is also used to collect customer audio data during the process of answering customer calls, and to associate the audio data with the customer's telephone number and upload it to the reporting server 30; the reporting server 30 is also used to store the customer audio data uploaded by the smart phone 10 in an audio database, and to collect customer voice information when the customer completes a transaction as audio data to be tested, and to perform audio feature matching between the audio data to be tested and the customer audio data in the audio database, and when it is determined that there is no audio matching the audio data to be tested in the audio database, then the salary of the intermediary who reports the visiting customer is calculated according to the preset salary system; if it is determined that there is audio matching the audio data to be tested, the salary settlement is transferred to manual.

[0051] It should be understood that the similarity matching of audio data can be performed in any existing manner, and this embodiment does not impose any restrictions on this, as long as the audio data of the successful customer can be identified for similarity with the customer's incoming call voice data collected in advance through a smart phone. In addition, when judging whether there is audio matching the audio data to be tested in the audio database of the reporting server, the similarity threshold can be flexibly set based on actual needs. By means of audio recognition, the problem that there are multiple phone numbers for naturally visiting customers and the validity cannot be verified when the phone number used for the call consultation is different from the phone number used for the intermediary report can be solved. This is conducive to expanding the scope of use of this solution.

[0052] In other embodiments of the present invention, the reporting server 30 is also used to obtain the identification information of the intermediary who reported the visiting customer when the reporting fails, update the number of abnormal reporting, and generate abnormal alarm information and send it to the intermediary when the number of abnormal reporting of the intermediary reaches the set number threshold. For intermediaries who report abnormalities multiple times, timely warnings are issued. Optionally, for intermediaries who violate regulations, the system can prohibit the intermediary from reporting or take other punitive measures.

[0053] According to the real estate customer reporting management system provided by the present embodiment, it is composed of a smart phone, a reporting terminal, and a reporting server. The smart phone is deployed at each real estate sales site and is connected to the reporting server for answering calls, obtaining the phone number of the incoming call, and uploading the phone number to the reporting server; the reporting terminal is used to obtain the reporting information of the visiting customer to generate a reporting request, and report it to the reporting server, the reporting information including the phone number of the visiting customer and the identification information of the visited real estate; the reporting server is used to receive the phone number uploaded by the smart phone, and associate the phone number with the identification information of the real estate where the smart phone is located and store it in the telephone access customer information database; when receiving the reporting request from the reporting terminal, the reporting request is parsed to obtain the reporting information to be matched, and the reporting information to be matched is matched with the telephone access customer information database; if there is a set of phone number / real estate identification information that is the same as the reporting information to be matched, a reporting failure message is generated and returned to the reporting terminal; otherwise, a reporting success message is generated and returned to the reporting terminal; the reporting terminal receives and displays the reporting failure message and the reporting success message. This system improvement builds an intelligent telephone system and a caller protection mechanism. When a customer calls, the caller's phone number and information such as the property they visited are recorded and uploaded to the server backend for storage. At this time, the channel intermediary will use the channel customer recommendation method after receiving the customer's phone call, and the system will automatically identify that the channel cannot be reported. This can help developers obtain more naturally visiting customers, avoid naturally visiting customers being intercepted by project property consultants and channel intermediaries, and reduce marketing expenses.

[0054] Obviously, those skilled in the art should understand that the modules or steps of the present invention described above can be implemented by a general-purpose computing device, they can be concentrated on a single computing device, or distributed on a network composed of multiple computing devices, and optionally, they can be implemented by a program code executable by a computing device, so that they can be stored in a computer storage medium (ROM / RAM, magnetic disk, optical disk) and executed by the computing device, and in some cases, the steps shown or described can be executed in a different order than that here, or they can be made into individual integrated circuit modules, or multiple modules or steps therein can be made into a single integrated circuit module for implementation. Therefore, the present invention is not limited to any specific combination of hardware and software.

[0055] The above contents are further detailed descriptions of the present invention in combination with specific implementation methods, and it cannot be determined that the specific implementation of the present invention is limited to these descriptions. For ordinary technicians in the technical field to which the present invention belongs, several simple deductions or substitutions can be made without departing from the concept of the present invention, which should be regarded as falling within the protection scope of the present invention.

Claims

1. A real estate customer reporting management system, It is characterized in that include Smart phones are deployed at each property sales site and are connected to the reporting server to answer calls, obtain the incoming caller's phone number, and upload the phone number to the reporting server; A reporting terminal, used to obtain the reporting information of the visiting customer, generate a reporting request, and report it to the reporting server, wherein the reporting information includes the visiting customer's telephone number and the visiting building identification information; The reporting server is used to receive the telephone number uploaded by the smart phone, and associate the telephone number with the building identification information where the smart phone is located and store it in the telephone access customer information database; when receiving the reporting request of the reporting terminal, the reporting request is parsed to obtain the reporting information to be matched, and the reporting information to be matched is matched with the telephone access customer information database; if there is a set of telephone number / building identification information that is the same as the reporting information to be matched, a reporting failure message is generated and returned to the reporting terminal; otherwise, a reporting success message is generated and returned to the reporting terminal; the reporting terminal receives and displays the reporting failure message and the reporting success message; The smart phone is also used to collect customer audio data during the process of answering customer calls, and to associate the audio data with the customer's phone number and upload it to the reporting server; the reporting server is also used to store the customer audio data uploaded by the smart phone in an audio database, and to collect customer voice information as audio data to be tested when the customer completes a transaction, to perform audio feature matching between the audio data to be tested and the customer audio data in the audio database, and to calculate the salary of the intermediary who reports the visiting customer according to the preset salary system when it is determined that there is no audio matching the audio data to be tested in the audio database; If it is determined that there is audio matching the audio data to be tested, the process will be transferred to manual salary settlement.

2. The real estate customer reporting management system according to claim 1, It is characterized in that The smart phone is used to associate the building identification information with the incoming call phone number and upload them to the reporting server. The reporting server is used to associate the building identification information uploaded by the smart phone with the incoming call phone number and store them in the telephone access customer information database.

3. The real estate customer reporting management system according to claim 1, It is characterized in that The reporting server is also used to, when receiving the telephone number uploaded by the smart phone, obtain the Mac address of the smart phone, obtain the building identification information corresponding to the Mac address of the smart phone from a preset correspondence table, and associate the telephone number with the building identification information and store them in the telephone access customer information database.

4. The real estate customer reporting management system according to claim 1, It is characterized in that The failure reporting message carries the failure reason.

5. The real estate customer reporting management system according to any one of claims 1 to 4, It is characterized in that The reporting server is also used to monitor the storage time of each set of telephone number / building identification information in the telephone access customer information database, and when the storage time exceeds the preset effective time, the set of telephone number / building identification information is deleted from the database.

6. The real estate customer reporting management system as claimed in claim 5, It is characterized in that The reporting server is also used to obtain identification information of the intermediary who reported the visiting customer when the reporting is successful, and associate the identification information of the intermediary with the visiting customer's telephone number and the identification information of the visited property, and store them in a channel reporting customer information database.

7. The real estate customer reporting management system according to claim 6, It is characterized in that The reporting server is also used to calculate the remuneration of the intermediary who reported the visiting customer according to the preset remuneration system when the reported customer successfully completes the transaction.

8. The real estate customer reporting management system according to claim 1, It is characterized in that The reporting server is also used to delete the corresponding customer audio data from the audio database when it is determined that a group of telephone number / building identification information in the telephone access customer information database is to be deleted.

9. The real estate customer reporting management system according to claim 8, It is characterized in that The reporting server is also used to obtain the identification information of the intermediary who reported the visiting customer when the reporting fails, update the number of abnormal reporting times, and generate abnormal alarm information and send it to the intermediary when the number of abnormal reporting times of the intermediary reaches a set threshold.