Follow-up plan updating method and device, electronic equipment and readable storage medium

Abstract

The application provides a follow-up plan updating method and device, electronic equipment and a readable storage medium, and belongs to the technical field of follow-up plan systems. The follow-up plan updating method comprises the following steps: after the follow-up plan is executed, the first intention level of a customer is adjusted to a second intention level based on follow-up results, so as to update the follow-up plan; obtaining car purchase related information, the car purchase related information being associated with the basic information of the customer; according to the car purchase related information, the second intention level is adjusted to a third intention level; and according to the third intention level, the follow-up plan is updated.

Description

TECHNICAL FIELD

[0001] The present application belongs to the technical field of follow-up plan system, in particular, relates to a follow-up plan updating method and device, electronic equipment and readable storage medium. BACKGROUND

[0002] The traditional customer life cycle of the automobile industry is limited by the traditional business process, and only determines the life cycle at the specified node. The process is usually as follows: according to the customer's intention, the customer's car purchase intention level is determined, and then the customer's follow-up feedback is changed to different life cycle.

[0003] The customer's life cycle is controlled by the node, and the customer's sales progress and state are determined, but it cannot further automatically update the customer's car purchase intention in the dynamic environment, and it is difficult to update the corresponding sales follow-up plan in time. SUMMARY

[0004] The present application aims to solve one of the technical problems existing in the prior art or related art.

[0005] To this end, the first aspect of the present application provides a follow-up plan updating method.

[0006] The second aspect of the present application provides a follow-up plan updating device.

[0007] The third aspect of the present application provides an electronic equipment.

[0008] The fourth aspect of the present application provides a readable storage medium.

[0009] The fifth aspect of the present application provides a follow-up plan system.

[0010] Therefore, according to the first aspect of the present application, a follow-up plan updating method is provided, the follow-up plan updating method is executed by an electronic equipment, and the follow-up plan updating method comprises: after executing the follow-up plan, adjusting the first intention level of the customer to the second intention level based on the follow-up result, to update the follow-up plan; obtaining car purchase related information, the car purchase related information being associated with the basic information of the customer; adjusting the second intention level to the third intention level according to the car purchase related information; and updating the follow-up plan according to the third intention level.

[0011] The follow-up plan updating method is used to automatically update the sales follow-up plan, the sales follow-up plan is related to the intention level of the user, the intention level of the customer is adjusted according to the follow-up result, so that the sales personnel can change the sales life cycle node of the customer according to the actual execution result of the sales follow-up plan. And continuously obtain the car purchase related information matched with the customer, and update the sales life cycle of the customer through the car purchase related information, and update the follow-up plan of the customer accordingly.

[0012] After the customer database is established, a first intention level of the customer is determined according to information in the customer database, and the first intention level is an initial intention level of the customer. After the salesperson performs the follow-up plan, the follow-up result of the customer is recorded, and the first intention level of the customer is updated according to the follow-up result to obtain a second intention level. The second intention level is related to the follow-up result of the follow-up plan performed by the salesperson on the customer.

[0013] In the technical solution, the intention level of the customer is updated and adjusted according to the follow-up result of the follow-up plan, the sales cycle of the customer is controlled, and the progress and state of the customer can be generally judged.

[0014] After the first intention level of the customer is updated to the second intention level, the system obtains car purchase related information matched with the customer, and the car purchase related information is external information related to the sales cycle of the customer. The system collects the car purchase related information through multiple levels and multiple dimensions.

[0015] Specifically, the system finds the car purchase related information matched with the customer through the basic information of the customer. The basic information of the customer includes personal information, car purchase intention and the like, and the corresponding car purchase related information can be found through the basic information of the customer.

[0016] In the technical solution, the system obtains the car purchase related information matched with the customer, and updates the second intention level again based on the car purchase related information to obtain a third intention level. The sales follow-up plan is updated again through the third intention level, the sales cycle of the customer is accurately predicted, and the problem that the sales follow-up plan of the customer cannot be updated for a long time after the intention level of the customer is adjusted by the salesperson is avoided.

[0017] In the technical solution of the application, the system can change the intention level of the customer according to the business process after the salesperson performs the follow-up plan, and adjust the corresponding sales follow-up plan based on the intention level, so that the system can adjust the corresponding follow-up plan according to the business process. The system can also continuously collect the car purchase related information of the customer, and continuously update the sales follow-up plan based on the car purchase related information, so that the sales follow-up plan is automatically updated, the life cycle is accurately determined, and the influence factors of the car purchase factors are more accurately hit.

[0018] In addition, the follow-up plan updating method according to the technical scheme provided in the application can further have the following additional technical features.

[0019] In the technical scheme, the acquiring of the car purchase related information comprises: determining an information collection dimension according to the basic information; and collecting the car purchase related information according to the information collection dimension.

[0020] In the technical scheme, the system collects and searches the car purchase related information according to the basic information of the customer.

[0021] In the technical scheme, after the system determines the information collection dimension based on the basic information, the system searches the corresponding car purchase related information on the network according to the information collection dimension, so that the searched car purchase related information matches the basic information of the customer.

[0022] In the technical scheme, the information collection dimension for collecting the car purchase related information is determined according to the basic information of the user, and the car purchase related information is collected based on the information collection dimension, so as to ensure the matching degree between the car purchase related information and the basic information of the user, and provide the accuracy of the adjustment of the user intention level.

[0023] In any of the above technical schemes, the number of the car purchase related information is at least two, and the at least two car purchase related information is information of different dimensions.

[0024] According to the car purchase related information, the second intention level is adjusted to a third intention level, comprising: determining a weight value corresponding to the at least two car purchase related information; and adjusting the second intention level by the at least two weight values and the at least two car purchase related information to obtain the third intention level.

[0025] In the technical scheme, the system can collect car purchase related information of multiple dimensions, that is, the information dimensions of multiple pieces of car purchase related information are different. Since different customers have different information dimensions in the car purchase stage, different weight values are set for the car purchase related information of different dimensions. The weight value corresponding to each dimension can reflect the degree of attention of the customer to the car purchase related information of the dimension, and the second intention level is adjusted based on this, so that the third intention level obtained can meet the needs of the customer.

[0026] Specifically, different customers have different sensitivities to various influencing factors in the car purchase related information. The sensitivity information of the customer to the car purchase related information of different dimensions is determined, and the corresponding weight values are set for the different car purchase related information according to the sensitivity information. The second intention level is adjusted by matching calculation according to the different weight values and the car purchase related information to obtain the third intention level.

[0027] The technical scheme of the present application sets corresponding weight values for different dimensions of car purchase related information, and adjusts the intention level of the customer based on the weight values, thereby improving the accuracy of the intention level adjustment of the customer.

[0028] In any of the above technical solutions, determining the weight values corresponding to the at least two car purchase related information comprises: determining the weight values corresponding to the at least two car purchase related information according to the basic information.

[0029] In this technical solution, since different customers have different sensitivities to various influencing factors in the car purchase related information, the sensitivity of the customer to each influencing factor in the car purchase related information can be determined based on the basic information of the customer, and different weight values are set for different car purchase related information based on different sensitivities, so that the weight values are associated with the basic information of the user.

[0030] Specifically, the basic information of the customer is information collected in advance, which can be information determined through a questionnaire, and the basic information includes personal information of the customer, vehicle information, etc., and the sensitivity information can be generated based on the basic information of the customer, which is the sensitivity information predicted based on the basic information of the customer. The sensitivity information obtained by prediction is used to set corresponding weight values for different car purchase related information. According to different weight values and car purchase related information, matching calculation is performed to adjust the second intention level to obtain a third intention level.

[0031] In the technical scheme of the present application, the system can predict the sensitivity of the customer to different car purchase related information based on the basic information, and configure corresponding weight values for different car purchase related information based on the predicted sensitivity, thereby further ensuring the accuracy of the intention level adjustment.

[0032] In any of the above technical solutions, after adjusting the second intention level to obtain a third intention level by using at least two weight values and at least two car purchase related information, the method further comprises: generating and storing intention level change information based on the basic information and the third intention level.

[0033] In this technical solution, after the system adjusts the second intention level to the third intention level, the system stores the intention level change information of the intention level adjustment, so that the salesperson accessing the system can view the intention level change information of the adjustment of the second intention level to the third intention level, thereby facilitating the salesperson to timely understand the car purchase trend of the customer.

[0034] Specifically, the level change information not only includes the second intention level before the change and the third intention level, but also includes the basic information of the user and the car purchase related information corresponding to the intention level change.

[0035] In the technical solution of the present application, in the case that the intention level of the customer changes, the system can record the intention level change information of the customer, and the intention level change information includes corresponding car purchase related information, which facilitates the sales personnel to carry out subsequent sales work based on the intention level change information.

[0036] In any of the above technical solutions, the car purchase related information includes at least one of the following: brand information, preferential information, environmental information, and car purchase archive information.

[0037] In this technical solution, the car purchase related information is external information collected by the system, and the car purchase related information is all related information that may affect the customer's car purchase intention.

[0038] In the technical solution of the present application, by collecting car purchase related information including at least one of brand information, preferential information, environmental information, and car purchase archive information, and adjusting the intention level based on the car purchase related information, the accuracy of the intention level adjustment is improved.

[0039] In any of the above technical solutions, the basic information includes at least one of the following: customer information, contact information, and intended vehicle information.

[0040] In this technical solution, the basic information of the customer is related information required for establishing the customer's archive, which can be obtained by a pre-investigation questionnaire and the like.

[0041] In the technical solution of the present application, the basic information including at least one of customer information, contact information, and intended vehicle information is obtained before establishing the sales follow-up plan, and the first intention level of the customer is determined based on the basic information, and the sales follow-up plan of the customer is constructed based on the first intention level, and the establishment of the customer's archive is completed.

[0042] In any of the above technical solutions, after the follow-up plan is executed, the first intention level of the customer is adjusted to a second intention level based on the follow-up result, and before the follow-up plan is updated, it further includes: generating the first intention level according to the basic information; establishing the follow-up plan according to the first intention level.

[0043] In this technical solution, before the more recent plan is updated, the follow-up plan of the customer needs to be constructed based on the basic information. When the sales plan is first constructed for the customer, the first intention level is generated based on the basic information of the customer, and the initial sales follow-up plan is generated accordingly, which facilitates the sales personnel to provide corresponding sales service to the customer based on the initial sales follow-up plan.

[0044] According to the second aspect of the present application, a follow-up plan updating device is provided, which is applied to an electronic device, and comprises: an adjusting module, configured to adjust a first intention level of a customer to a second intention level based on a follow-up result after executing a follow-up plan, so as to update the follow-up plan; an obtaining module, configured to obtain car purchase related information, which is associated with basic information of the customer; the adjusting module is configured to adjust the second intention level to a third intention level according to the car purchase related information; and an updating module, configured to update the follow-up plan according to the third intention level.

[0045] The follow-up plan updating method is used to automatically update a sales follow-up plan, which is related to an intention level of a user, so that a salesperson can change a sales life cycle node of a customer according to an actual execution result of the sales follow-up plan by adjusting the intention level of the customer according to a follow-up result. Moreover, car purchase related information matched with the customer can be continuously obtained, and the sales life cycle of the customer is updated according to the car purchase related information, and the follow-up plan of the customer is updated accordingly.

[0046] After a customer database is established, a first intention level of the customer is determined according to information in the customer database, and the first intention level is an initial intention level of the customer. After a salesperson executes a follow-up plan, a follow-up result of the customer is recorded, and the first intention level of the customer is updated according to the follow-up result to obtain a second intention level. The second intention level is related to the follow-up result of the follow-up plan executed by the salesperson on the customer. The salesperson inputs the follow-up result into the system, and the system can automatically update the first intention level to obtain the second intention level.

[0047] In the technical solution, the intention level of the customer is updated and adjusted according to the follow-up result of the executed follow-up plan, so that the sales life cycle of the customer is controlled, and the progress and state of the customer can be generally determined.

[0048] After the first intention level of the customer is updated to the second intention level, the system obtains car purchase related information matched with the customer, and the car purchase related information is external information related to the sales life cycle of the customer. The system collects the car purchase related information through multiple levels and multiple dimensions.

[0049] Specifically, the system finds the car purchase related information matched with the customer according to basic information of the customer. The basic information of the customer includes personal information and car purchase intention of the customer, and the corresponding car purchase related information can be found according to the basic information of the customer.

[0050] In the technical solution, the system can obtain the car purchase related information matched with the customer, update the second intention level again based on the car purchase related information, and obtain the third intention level. Then, the sales follow-up plan is updated based on the third intention level, the sales life cycle of the customer is accurately predicted, and the problem that the sales follow-up plan of the customer cannot be updated for a long time after the intention level of the customer is adjusted by the salesperson is avoided.

[0051] In the technical solution of the application, the system can change the intention level of the customer according to the business process after the salesperson executes the follow-up plan, adjust the corresponding sales follow-up plan based on the intention level, realize that the system can adjust the corresponding follow-up plan according to the business process, continuously collect the car purchase related information of the customer, and continuously update the sales follow-up plan based on the car purchase related information, realize automatic updating of the sales follow-up plan, accurate life cycle, and periodic updating, and more accurately hit the influence factors of the car purchase factors. The multi-dimensional data such as subsequent customer information analysis, car purchase factor evaluation, and store sales analysis provide effective support.

[0052] According to the third aspect of the application, an electronic device is provided, which comprises a memory in which a program or instructions are stored, and a processor which executes the program or instructions stored in the memory to realize the steps of the follow-up plan updating method in any of the technical solutions of the first aspect, so as to have all the beneficial technical effects of the follow-up plan updating method in any of the technical solutions of the first aspect, which will not be repeated here.

[0053] According to the fourth aspect of the application, a readable storage medium is provided, in which a program or instructions are stored, and the program or instructions are executed by a processor to realize the steps of the follow-up plan updating method in any of the technical solutions of the first aspect. So as to have all the beneficial technical effects of the follow-up plan updating method in any of the technical solutions of the first aspect, which will not be repeated here.

[0054] According to the fifth aspect of the application, a follow-up plan system is provided, which comprises the follow-up plan updating device in any of the technical solutions, and / or the electronic device in any of the technical solutions, and / or the readable storage medium in any of the technical solutions, so as to have all the beneficial technical effects of the follow-up plan updating device in any of the technical solutions, and / or the electronic device in any of the technical solutions, and / or the readable storage medium in any of the technical solutions, which will not be repeated here.

[0055] Additional aspects and advantages of the application will become apparent in the light of the following description, or will be learned by practice of the application. BRIEF DESCRIPTION OF DRAWINGS

[0056] The above and / or additional aspects and advantages of the present application will become apparent and more readily appreciated from the following description, taken in conjunction with the following drawings in which:

[0057] Figure 1 One of the schematic flowcharts of the follow-up plan updating method provided in some embodiments of the present application is shown;

[0058] Figure 2 One of the schematic flowcharts of the follow-up plan updating method provided in some embodiments of the present application is shown;

[0059] Figure 3 One of the schematic flowcharts of the follow-up plan updating method provided in some embodiments of the present application is shown;

[0060] Figure 4 One of the schematic flowcharts of the follow-up plan updating method provided in some embodiments of the present application is shown;

[0061] Figure 5 One of the schematic flowcharts of the follow-up plan updating method provided in some embodiments of the present application is shown;

[0062] Figure 6 One of the schematic flowcharts of the follow-up plan updating method provided in some embodiments of the present application is shown;

[0063] Figure 7 One of the schematic flowcharts of the follow-up plan updating method provided in some embodiments of the present application is shown;

[0064] Figure 8 One of the schematic flowcharts of the follow-up plan updating method provided in some embodiments of the present application is shown. DETAILED DESCRIPTION

[0065] In order to enable a more complete understanding of the above-mentioned objects, features and advantages of the present application, the present application will be described in further detail below with reference to the accompanying drawings and specific embodiments. It should be noted that the features in the embodiments and examples can be combined with each other if they do not conflict with each other.

[0066] In the following description, many specific details are set forth in order to provide a thorough understanding of the present application. However, the present application can be practiced in other ways different from those described herein, and therefore, the scope of protection of the present application is not limited by the specific embodiments disclosed below.

[0067] The follow-up plan updating method, device, electronic device, readable storage medium and follow-up plan system according to some embodiments of the present application are described below with reference to the accompanying drawings. Figures 1 to 8 The follow-up plan updating method, device, electronic device, readable storage medium and follow-up plan system according to some embodiments of the present application are described below with reference to the accompanying drawings.

[0068] According to one embodiment of the present application, as Figure 1As shown, a follow-up plan updating method is proposed, the follow-up plan updating method is executed by an electronic device, and the follow-up plan updating method comprises:

[0069] Step 102, after executing the follow-up plan, adjusting the first intention level of the customer to a second intention level based on the follow-up result to update the follow-up plan;

[0070] Step 104, obtaining car purchase related information, the car purchase related information being associated with the basic information of the customer;

[0071] Step 106, adjusting the second intention level to a third intention level according to the car purchase related information;

[0072] Step 108, updating the follow-up plan according to the third intention level.

[0073] The embodiment limits the follow-up plan updating method to automatically update the sales follow-up plan, the sales follow-up plan being related to the intention level of the user, and by adjusting the intention level of the customer according to the follow-up result, the salesperson can change the sales life cycle node of the customer according to the actual execution result of the sales follow-up plan. And continuously obtain the car purchase related information matched with the customer, and update the sales life cycle of the customer through the car purchase related information, and update the follow-up plan of the customer accordingly.

[0074] After establishing the customer database, the first intention level of the customer is determined through the information in the customer database, and the first intention level is the initial intention level of the customer. After the salesperson executes the follow-up plan, the follow-up result of the customer will be recorded, and the system updates the first intention level of the customer according to the follow-up result to obtain a second intention level. The second intention level is related to the follow-up result of the follow-up plan executed by the salesperson on the customer. The salesperson inputs the follow-up result into the system, and the system can automatically update the first intention level to obtain the second intention level.

[0075] Exemplarily, the first intention level is H>A>B>C>N from high to low. The second intention level includes O, D, F0 and F. Among them, after the salesperson executes the follow-up plan, if the customer creates an order, the first intention level is updated to O level in the second intention level, and if the customer creates an order in the order delivery state, it is updated to D level in the second intention level. After the salesperson executes the follow-up plan, it is determined that the customer has no intention to purchase, and the salesperson can apply for defeat to the system, at this time, the first intention level is updated to F0 level in the second intention level, the system audits the defeat application, and after the audit is passed, the first intention level is updated to F level in the second intention level. After the salesperson executes the follow-up plan, it is determined that the customer is in a dormant state, and the first intention level is changed to S level in the second intention level.

[0076] In this embodiment, the intention level of the customer is updated according to the follow-up result of the follow-up plan, the sales cycle of the customer is controlled, and the progress and state of the customer can be generally judged.

[0077] After the first intention level of the customer is updated to the second intention level, the system obtains car purchase related information matched with the customer. The car purchase related information is external information related to the sales life cycle of the customer. The system collects the car purchase related information through multiple levels and multiple dimensions.

[0078] Specifically, the system finds the car purchase related information matched with the customer through the basic information of the customer. The basic information of the customer includes personal information, car purchase intention and the like. The corresponding car purchase related information can be found through the basic information of the customer.

[0079] Exemplarily, the car purchase related information includes information in the aspects of policy factors, brand effects, customer factors, preferential intensity, environmental intentions and the like. The policy factors include car purchase subsidies, license issuance policies, local oil prices, local electricity prices, battery maintenance capabilities and charging support capabilities. The brand effects include reputation, technology upgrade, after-sales quality, brand premium, vehicle residual value and retail experience. The customer factors include customer cycle length (i.e. static time after filing or follow-up), purchase of cars by friends and relatives, reasons for car purchase and parking spaces. The preferential intensity includes changes in competitive products, price concessions, gifts and service improvements. The environmental impact includes emission standards, ease of driving, and region (temperature / season).

[0080] In this embodiment, the system obtains the car purchase related information matched with the customer, and updates the second intention level based on the car purchase related information to obtain a third intention level. The sales follow-up plan is updated through the third intention level, the sales life cycle of the customer is accurately predicted, and the problem that the sales follow-up plan of the customer cannot be updated for a long time after the intention level of the customer is adjusted by the salesperson is avoided.

[0081] In this embodiment, the system can change the intention level of the customer according to the business process of the salesperson after the follow-up plan is executed, and adjust the corresponding sales follow-up plan based on the intention level, so that the system can adjust the corresponding follow-up plan according to the business process. The system can also continuously collect the car purchase related information of the customer and continuously update the sales follow-up plan based on the car purchase related information, so as to automatically update the sales follow-up plan, accurately determine the life cycle, and update it regularly. In addition, the influence factors of car purchase factors are more accurately hit, and multi-dimensional data such as subsequent customer information analysis, car purchase factor evaluation and store sales analysis are effectively supported.

[0082] AsFigure 2 As shown in the above embodiment, obtaining vehicle purchase-related information includes:

[0083] Step 202: Determine the information collection dimensions based on the basic information;

[0084] Step 204: Collect relevant information about car purchase based on the information collection dimensions.

[0085] In this embodiment, the system collects and searches for car purchase-related information in a personalized manner based on the customer's basic information.

[0086] For example, if a customer's basic information includes their desired vehicle, then the relevant purchase information includes: discount information for the desired vehicle, after-sales service quality, etc.

[0087] For example, if a customer's basic information includes contact information, then car purchase-related information includes: the contact person's car purchase records, etc.

[0088] In this embodiment, after determining the information collection dimensions based on basic information, the system searches for relevant car purchase information online according to the information collection dimensions, so that the found car purchase information matches the customer's basic information.

[0089] In this embodiment, the information collection dimensions for collecting car purchase-related information are determined based on the user's basic information, and car purchase-related information is collected based on the information collection dimensions to ensure the matching degree between car purchase-related information and the user's basic information, thereby providing accuracy in adjusting the user's intention level.

[0090] like Figure 3 As shown, in any of the above embodiments, the number of vehicle purchase-related information items is at least two, and the at least two vehicle purchase-related information items are information of different dimensions;

[0091] Based on relevant vehicle purchase information, the second level of intent has been adjusted to the third level of intent, including:

[0092] Step 302: Determine the weight values ​​corresponding to at least two pieces of vehicle purchase-related information;

[0093] Step 304: Adjust the second intention level using at least two weight values ​​and at least two car purchase-related information to obtain the third intention level.

[0094] In this embodiment, the system can collect multiple dimensions of car purchase related information, that is, the information dimensions of multiple pieces of car purchase related information are different. Since different customers have different information dimensions in the car purchase stage, different weight values are set for the car purchase related information between different dimensions. The weight value corresponding to each dimension can reflect the degree of attention of the customer to the car purchase related information of the dimension, and the second intention level is adjusted based on this, which can ensure that the third intention level obtained meets the needs of the customer.

[0095] Specifically, different customers have different sensitivities to various influencing factors in car purchase related information. By determining the sensitivity information of customers to car purchase related information of different dimensions, and setting corresponding weight values for different car purchase related information according to the sensitivity information, matching calculation is performed according to different weight values and car purchase related information to adjust the second intention level and obtain the third intention level.

[0096] For example, the car purchase related information of different dimensions corresponding to the customer is set with an initial weight value, and the initial weight value of the car purchase related information of different dimensions is adjusted based on the sensitivity information collected through a customer survey questionnaire or other ways. For example, if the customer fills in the survey questionnaire that he or she is more concerned about the discount, the weight value of the discount information in the car purchase related information is increased, and in the case that the customer's intended vehicle has a larger discount, the customer's intention level can be flexibly adjusted.

[0097] In this embodiment, by setting corresponding weight values for car purchase related information of different dimensions and adjusting the intention level of the customer based on the weight values, the accuracy of the adjustment of the intention level of the customer is improved.

[0098] In any of the above embodiments, determining the weight values corresponding to the at least two car purchase related information comprises: determining the weight values corresponding to the at least two car purchase related information according to the basic information.

[0099] In this embodiment, since different customers have different sensitivities to various influencing factors in car purchase related information, the sensitivity of the customer to various influencing factors in car purchase related information can be determined based on the basic information of the customer, and corresponding weight values are set for different car purchase related information based on different sensitivities, so that the weight values are associated with the basic information of the user.

[0100] Specifically, the basic information of the customer is information collected in advance, which can be information determined in the form of a questionnaire, and the basic information includes personal information, intended vehicle information, etc. of the customer. Based on the basic information of the customer, corresponding sensitivity information can be generated, which is sensitivity information predicted based on the basic information of the customer. The sensitivity information obtained by prediction is used to set corresponding weight values for different car purchase related information. According to different weight values and car purchase related information, matching calculation is performed to adjust the second intention level to obtain a third intention level.

[0101] In this embodiment, the system can predict the sensitivity of the customer to different car purchase related information based on the basic information, and configure corresponding weight values for different car purchase related information based on the predicted sensitivity, thereby further ensuring the accuracy of the adjusted intention level.

[0102] In any of the above embodiments, after adjusting the second intention level to obtain the third intention level by at least two weight values and at least two car purchase related information, the method further includes: generating and storing intention level change information based on the basic information and the third intention level.

[0103] In this embodiment, after the system adjusts the second intention level to the third intention level, the system stores the intention level change information of the adjusted intention level, so that the salesperson accessing the system can view the intention level change information of the second intention level adjusted to the third intention level, thereby facilitating the salesperson to timely understand the car purchase trend of the customer.

[0104] Specifically, the level change information not only includes the second intention level before the change and the third intention level, but also includes the basic information of the user and the car purchase related information corresponding to the intention level change.

[0105] For example, the customer is more sensitive to the discount intensity of the vehicle. When the system changes the discount information in the car purchase related information greatly, the intention level of the customer is adjusted to be higher. At this time, the system records the car purchase related information in the intention level change information.

[0106] In this embodiment, in the case where the intention level of the customer changes, the system can record the intention level change information of the customer, and the intention level change information includes corresponding car purchase related information, thereby facilitating the salesperson to perform subsequent sales work based on the intention level change information.

[0107] In any of the above embodiments, the car purchase related information includes at least one of the following: brand information, discount information, environmental information, and car purchase archive information.

[0108] In this embodiment, the car purchase related information is external information collected by the system, and the car purchase related information is related information that may affect the car purchase intention of the customer.

[0109] For example, the brand information includes at least one of the following: brand reputation, technology upgrade, after-sales quality, brand premium, vehicle residual value, retail experience, and the like.

[0110] For example, the preferential information includes at least one of the following: price change information of the intended vehicle and the competitive vehicle, gift information, service improvement information, and the like.

[0111] For example, the environment information includes at least one of the following: emission standard, road condition, regional temperature, regional season, and the like.

[0112] For example, the car purchase file information is the file information of the customer in the system, which includes at least one of the following: the time since the customer establishes the file, the time after the customer participates in the sales follow-up, the car purchase information of the friend contact, the car purchase reason, and the parking space ownership information.

[0113] In this embodiment, the car purchase related information including at least one of the brand information, the preferential information, the environment information, and the car purchase file information is collected, and the intention level is adjusted based on the car purchase related information, thereby improving the accuracy of the intention level adjustment.

[0114] In any of the above embodiments, the basic information includes at least one of the following: customer information, contact information, and intended vehicle information.

[0115] In this embodiment, the basic information of the customer is related information required for establishing the file of the customer, and the basic information can be obtained by a pre-investigation questionnaire and the like.

[0116] For example, the customer information includes at least one of the following: name, gender, job position, work location, and the like.

[0117] For example, the intended vehicle information includes at least one of the following: intended vehicle model, intended vehicle competitive model, and the like.

[0118] For example, the contact information includes at least one of the following: contact information of the contact, car purchase information of the contact, and the like.

[0119] In this embodiment, the basic information including at least one of the customer information, the contact information, and the intended vehicle information is obtained before establishing the sales follow-up plan, the first intention level of the customer is determined based on the basic information, and the sales follow-up plan of the customer is constructed based on the first intention level, thereby completing the establishment of the file of the customer.

[0120] For example, the customer information includes at least one of the following: name, gender, job position, work location, and the like. Figure 4As shown in any of the above embodiments, after the follow-up plan is executed, the first intention level of the customer is adjusted to the second intention level based on the follow-up result, and before the follow-up plan is updated, the method further comprises:

[0121] Step 402, generating a first intention level according to the basic information;

[0122] Step 404, establishing a follow-up plan according to the first intention level.

[0123] In this embodiment, before the update to the more recent plan is executed, it is necessary to construct the follow-up plan of the customer based on the basic information. When the sales plan is constructed for the customer for the first time, the first intention level is generated based on the basic information of the customer, and the initial sales follow-up plan is generated accordingly, so as to facilitate the sales personnel to provide corresponding sales services to the customer based on the initial sales follow-up plan.

[0124] In an embodiment according to the present application, as shown in Figure 5 a follow-up plan updating method is provided, comprising:

[0125] Step 502, inputting customer information;

[0126] In this embodiment, the customer information is the basic information of the customer in any of the above embodiments, which includes at least one of the following: customer profile information, contact information, and intention vehicle information.

[0127] Step 504, generating an initialization intention level according to the customer information;

[0128] In this embodiment, the initialization intention level is the first intention level in any of the above embodiments, i.e. the intention level generated according to the basic information of the customer.

[0129] Step 506, creating a car purchase order;

[0130] Step 508, confirming the delivery of the car;

[0131] In this embodiment, after the customer confirms the delivery of the car, it is determined that the customer does not need subsequent sales services, and the follow-up plan corresponding to the customer is terminated.

[0132] Step 510, sales return;

[0133] Step 512, order cancellation;

[0134] In this embodiment, after the sales personnel performs sales work on the customer, the customer can choose to create a car purchase order. After the car purchase order is created, the system continues to pay attention to the status of the order. After the customer completes the delivery confirmation step, the sales follow-up plan is no longer updated.

[0135] Step 514, defeat application;

[0136] Step 516, review rejection;

[0137] Step 518, review pass;

[0138] Step 520, reassignment;

[0139] In this embodiment, after the salesperson performs sales work on the customer, the customer does not choose to create a car purchase order, and the salesperson can submit a defeat application in the system. After submitting the defeat application, if the application is rejected or passed, the system adjusts the intention level based on subsequent car purchase related information. If the defeat application is submitted as a reassignment node, the sales work corresponding to the customer is assigned to other sales personnel for execution.

[0140] Step 522, generate follow-up plan according to intention level;

[0141] Step 524, input external information data and update intention level;

[0142] In this embodiment, the external information data is the car purchase related information in any of the above embodiments.

[0143] Step 526, determine whether the follow-up plan needs to be adjusted. If the result is yes, execute step 528. If the result is no, return to step 524;

[0144] Step 528, adjust the follow-up plan and add intention level modification notes;

[0145] In this embodiment, the intention level modification notes are the intention level change information in any of the above embodiments.

[0146] Step 530, follow up the customer to maintain customer information and generate a new intention level;

[0147] Step 532, determine whether to generate a new follow-up plan. If the result is no, execute step 534. If the result is yes, return to step 530;

[0148] Step 534, sleep state.

[0149] In the embodiment of the present application, the grid management information mode is used, the information changes somewhere, the model is combined, the customer life cycle of the corresponding influence range is modified in batches, and the timeliness of the corresponding sales follow-up plan of the customer is improved. Compared with the traditional manual determination of the car purchase intention degree or the update of the life cycle, the present application automatically generates and updates the life cycle by combining the weight, information integration and model, and combines the customer feedback information to help the system analyze the car purchase intention. The embodiment generates effective car purchase intention analysis according to the basic information, and constructs a precise sales follow-up plan in combination with the corresponding car purchase related information.

[0150] In an embodiment according to the present application, as shown in Figure 6 A follow-up plan updating apparatus 600 is provided, which is applied to an electronic device, and includes:

[0151] An adjusting module 602 is configured to adjust a first intention level of a customer to a second intention level based on a follow-up result after executing a follow-up plan, so as to update the follow-up plan;

[0152] An obtaining module 604 is configured to obtain car purchase related information, which is associated with the basic information of the customer;

[0153] The adjusting module 602 is configured to adjust the second intention level to a third intention level according to the car purchase related information;

[0154] An updating module 606 is configured to update the follow-up plan according to the third intention level.

[0155] In the embodiment, the system can change the intention level of the customer according to the business process after the salesperson executes the follow-up plan, and adjust the corresponding sales follow-up plan based on the intention level, so as to realize that the system can adjust the corresponding follow-up plan according to the business process. The system can also continuously collect the corresponding car purchase related information of the customer, and continuously update the sales follow-up plan based on the car purchase related information, so as to realize automatic update of the sales follow-up plan, accurate life cycle determination and periodic update, and more accurate hit on the influence factors of the car purchase factors. The multi-dimensional data such as subsequent customer information analysis, car purchase factor evaluation and store sales analysis provides effective support.

[0156] In the above embodiment, the follow-up plan updating apparatus 600 includes:

[0157] A determining module is configured to determine an information collection dimension according to the basic information;

[0158] An obtaining module is configured to obtain the car purchase related information according to the information collection dimension.

[0159] In the embodiment, the information collection dimension of collecting the car purchase related information is determined according to the basic information of the user, and the car purchase related information is collected based on the information collection dimension, so as to ensure the matching degree of the car purchase related information and the basic information of the user, and the accuracy of the adjustment of the user intention level is provided.

[0160] In any of the above embodiments, the number of car purchase related information is at least two, and the at least two car purchase related information is information of different dimensions;

[0161] The determination module is also used to determine the weight value corresponding to the at least two car purchase related information;

[0162] The adjustment module 602 is used to adjust the second intention level by the at least two weight values and the at least two car purchase related information, and obtain the third intention level.

[0163] In the embodiment, the corresponding weight value is set for the car purchase related information of different dimensions, and the intention level of the customer is adjusted based on the weight value, so as to improve the accuracy of the adjustment of the intention level of the customer.

[0164] In any of the above embodiments, the determination module is used to determine the weight value corresponding to the at least two car purchase related information according to the basic information.

[0165] In the embodiment, the system can predict the sensitivity of the customer to different car purchase related information according to the basic information, and configure the corresponding weight value for different car purchase related information based on the predicted sensitivity, so as to further ensure the accuracy of the adjustment of the intention level.

[0166] In any of the above embodiments, the follow-up plan updating device 600 comprises:

[0167] The generation module is used to generate intention level change information based on the basic information and the third intention level;

[0168] The storage module is used to store the intention level change information.

[0169] In the embodiment, in the case that the intention level of the customer changes, the system can record the intention level change information of the customer, and the corresponding car purchase related information is included in the intention level change information, so as to facilitate the sales personnel to carry out sales work based on the intention level change information subsequently.

[0170] In any of the above embodiments, the car purchase related information comprises at least one of the following: brand information, preferential information, environmental information, and car purchase archive information.

[0171] In the embodiment, the car purchase related information is external information collected by the system, and the car purchase related information is related information that may affect the car purchase intention of the customer.

[0172] In this embodiment, by collecting at least one of the following car purchase-related information, including brand information, promotional information, environmental information, and car purchase file information, and adjusting the intention level based on the car purchase-related information, the accuracy of intention level adjustment is improved.

[0173] In any of the above embodiments, the basic information includes at least one of the following: customer information, contact information, and intended vehicle information.

[0174] In this embodiment, the customer's basic information is the relevant information required to establish a customer profile, which can be obtained through preliminary surveys, questionnaires, or other means.

[0175] In this embodiment, before establishing a sales follow-up plan, basic information including at least one of customer data, contact information, and intended vehicle information is obtained, and the customer's first level of intent is determined based on the basic information. Based on the first level of intent, a sales follow-up plan for the customer is constructed, and the customer profile is established.

[0176] In any of the above embodiments, the generation module is used to generate a first intention level based on the basic information;

[0177] The generation module is used to create a follow-up plan based on the first level of intent.

[0178] In this embodiment, before updating the plan, a follow-up plan for the customer needs to be built based on basic information. When building a sales plan for a customer for the first time, a first level of intent is generated based on the customer's basic information, and an initial sales follow-up plan is generated accordingly, so that sales personnel can provide corresponding sales services to the customer based on the initial sales follow-up plan.

[0179] like Figure 7 As shown, according to a fourth aspect of the present invention, an electronic device 700 is provided, comprising: a processor 702 and a memory 704, wherein the memory 704 stores a program or instructions; the processor 702 executes the program or instructions stored in the memory 704 to implement the steps of the follow-up plan update method as described in any embodiment of the first aspect, and thus has all the beneficial technical effects of the follow-up plan update method described in any embodiment of the first aspect, which will not be elaborated further here.

[0180] In one embodiment of this application, a readable storage medium is provided, on which a program or instructions are stored. When executed by a processor, the program or instructions implement the steps of the follow-up plan update method as described in any of the embodiments of the first aspect above. Therefore, it possesses all the beneficial technical effects of the follow-up plan update method in any of the embodiments of the first aspect above, which will not be elaborated further here.

[0181] In accordance with one embodiment of the present application, as shown in Figure 8 A follow-up plan system 800 is provided, comprising: the follow-up plan updating apparatus 600 according to any one of the above embodiments; and / or the electronic device 700 defined in any one of the above embodiments, and / or the readable storage medium 802 defined in any one of the above embodiments, thus having all the beneficial technical effects of the follow-up plan updating apparatus 600 according to any one of the above embodiments; and / or the electronic device 700 defined in any one of the above embodiments, and / or the readable storage medium 802 defined in any one of the above embodiments, which will not be repeated here.

[0182] It should be noted that in the claims, the specification and the drawings of the present application, the term "multiple" refers to two or more, unless otherwise specifically limited, and the terms "upper", "lower", and the like, indicate the orientation or position relationship based on the orientation or position relationship shown in the drawings, which are only for the convenience of describing the present application and making the description process more simple, and are not intended to indicate or imply that the device or element must have the specific orientation, be constructed and operated in a specific orientation, therefore these descriptions cannot be understood as a limitation on the present application; the terms "connection", "installation", "fixation" and the like should be understood broadly, for example, "connection" can be a fixed connection between objects, or a detachable connection between objects, or an integral connection; can be a direct connection between objects, or an indirect connection between objects through an intermediate medium. For those skilled in the art, the specific meaning of the above terms in the present application can be understood according to the specific circumstances of the above data.

[0183] In the claims, the specification and the drawings of the present application, the description of the terms "one embodiment", "some embodiments", "a specific embodiment" and the like means that the specific features, structures, materials or characteristics described in conjunction with the embodiment or example are included in the embodiment or example. In the claims, the specification and the drawings of the present application, the illustrative description of the above terms does not necessarily refer to the same embodiment or example. Moreover, the specific features, structures, materials or characteristics described can be combined in any one or more embodiments or examples in a suitable manner.

[0184] The above is only the preferred embodiment of the present application, and is not intended to limit the present application. For those skilled in the art, the present application can have various modifications and changes. Any modification, equivalent replacement, improvement, etc. made within the spirit and principles of the present application shall be included in the protection scope of the present application.

Claims

1. A method for updating a follow-up plan, characterized in that, The follow-up plan update method is executed by an electronic device, and the follow-up plan update method includes: After the follow-up plan is implemented, the customer's first intention level is adjusted to the second intention level based on the follow-up results, thereby updating the follow-up plan; Obtain vehicle purchase-related information, which is associated with the customer's basic information; Based on the aforementioned vehicle purchase information, the second level of intent will be adjusted to the third level of intent. The follow-up plan is updated based on the third level of intent. Before updating the follow-up plan by adjusting the customer's first intention level to a second intention level based on the follow-up results after the follow-up plan has been implemented, the method further includes: Based on the aforementioned basic information, the first intention level is generated; Based on the first level of intent, establish the follow-up plan; The number of vehicle purchase-related information items is at least two, and the at least two vehicle purchase-related information items are information from different dimensions; The step of adjusting the second intention level to the third intention level based on the vehicle purchase information includes: Determine the weight values ​​corresponding to at least two of the aforementioned vehicle purchase-related information; The second intention level is adjusted using at least two of the weight values ​​and at least two of the car purchase-related information to obtain the third intention level; Determining the weight values ​​corresponding to at least two of the vehicle purchase-related information includes: Based on the aforementioned basic information, determine the corresponding weight values ​​for at least two of the aforementioned vehicle purchase-related information.

2. The follow-up plan update method according to claim 1, characterized in that, The acquisition of vehicle purchase-related information includes: Based on the aforementioned basic information, the dimensions of information collection are determined; Based on the aforementioned information collection dimensions, collect the relevant information about car purchase.

3. The follow-up plan update method according to claim 1, characterized in that, After adjusting the second intention level using at least two weight values ​​and at least two vehicle purchase-related information to obtain the third intention level, the process includes: Based on the basic information and the third intention level, intention level change information is generated and stored.

4. The follow-up plan update method according to any one of claims 1 to 3, characterized in that, The vehicle purchase information includes at least one of the following: Brand information, promotional information, environmental information, and vehicle purchase information.

5. The follow-up plan update method according to any one of claims 1 to 3, characterized in that, The basic information includes at least one of the following: Customer information, contact information, and intended vehicle information.

6. A follow-up plan update device, characterized in that, The follow-up plan update device is applied to electronic devices, and the follow-up plan update device includes: An adjustment module is used to adjust the customer's first intention level to a second intention level based on the follow-up results after the follow-up plan is executed, so as to update the follow-up plan. The acquisition module is used to acquire vehicle purchase-related information, which is associated with the customer's basic information; The adjustment module is used to adjust the second intention level to the third intention level based on the vehicle purchase information. An update module is used to update the follow-up plan based on the third level of intent. A generation module is used to generate the first intention level based on the basic information; and to establish the follow-up plan based on the first intention level. The number of vehicle purchase-related information items is at least two, and the at least two vehicle purchase-related information items are information from different dimensions; The determining module is also used to determine the weight values ​​corresponding to at least two of the aforementioned vehicle purchase-related information; The adjustment module is used to adjust the second intention level using at least two weight values ​​and at least two car purchase-related information to obtain the third intention level; The determination module is used to determine the weight values ​​of at least two of the vehicle purchase-related information based on the basic information.

7. An electronic device, characterized in that, include: A processor and a memory, the memory storing a program or instructions executable on the processor, the program or instructions, when executed by the processor, implementing the steps of the follow-up plan update method as described in any one of claims 1 to 5.

8. A readable storage medium having a program or instructions stored thereon, characterized in that, When the program or instructions are executed by the processor, they implement the steps of the follow-up plan update method as described in any one of claims 1 to 5.

9. A follow-up planning system, characterized in that, include: The follow-up plan update device as described in claim 6; and / or The electronic device as claimed in claim 7; and / or The readable storage medium as described in claim 8.

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