Clue cultivation and issuing distribution method and system, storage medium and electronic equipment
Through clue data preprocessing and intelligent outbound call strategies, low-intention leads are automatically identified and converted, which solves the problem of low-intention lead acquisition and follow-up efficiency in the automotive sales industry, and achieves efficient customer intention identification and sales conversion.
Patent Information
- Application Number
- CN202411366298.8
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-09-29
- Publication Date
- 2025-01-03
AI Technical Summary
In the automotive sales industry, the efficiency of clue acquisition and follow-up conversion in the existing technology is low, and there are a large number of duplicates, empty numbers and unintentional clues, resulting in low sales conversion efficiency and manual guided follow-up reduces efficiency.
A clue cultivation and issuance and allocation method is proposed. By obtaining basic clue data, pre-processing, intention level determination, pre-set cultivation strategy implementation and intelligent outbound call, we automatically identify and transform low-intention clues into high-intention clues, and achieve effective clues Allocation and follow-up.
It improves customer communication and sales efficiency, accurately identifys customer's intention to buy a car, improves order conversion rate and transaction rate, and reduces omissions and misjudgments in manual information follow-up.
Smart Images

Figure CN119250452A_ABST
Abstract
Description
Technical Field
[0001] The embodiments of the present application relate to the technical field of lead cultivation, and in particular to a method, system, storage medium and electronic device for cultivating and distributing leads. Background Art
[0002] In the automobile sales industry, sales leads and follow-up of leads and potential customers are important links in the sales process. The acquisition of leads and potential customers and the follow-up and conversion of leads are important evaluation indicators for dealers and automobile OEMs. Sales consultants and automobile OEMs rely on customer relationship management systems or dealer management systems to manually allocate leads and follow up and convert leads. However, a large number of leads are "invalid" leads such as duplicates, empty numbers, and no intention, resulting in low sales conversion efficiency. In addition, for low-intention leads, manually guided lead follow-up will also reduce sales efficiency. Summary of the invention
[0003] Based on this, the purpose of the embodiments of the present application is to propose a lead cultivation and distribution method, system, storage medium and electronic device, aiming to help factories improve communication efficiency with customers, improve sales efficiency, and quickly identify customers' car purchasing intentions.
[0004] In a first aspect, an embodiment of the present application provides a method for cultivating and distributing leads, the method comprising: Acquire basic clue data, and preprocess the basic clue data to obtain preprocessed clue data; determining the intention levels of all pre-processed clue data, so as to screen out low-intention clues and medium-intention clues from the pre-processed clue data according to the determination results; Cultivating the low-intention clues and the medium-intention clues respectively according to preset cultivation strategies corresponding to the intention levels, and determining whether the cultivated low-intention clues or medium-intention clues are converted into high-intention clues; If the low-intention clue or medium-intention clue is converted into a high-intention clue after cultivation, the high-intention clue will be sent down.
[0005] In some embodiments, the step of obtaining basic clue data and preprocessing the basic clue data to obtain preprocessed clue data includes: Cleaning the basic clue data to obtain cleaned data; The cleaned data is deduplicated to obtain pre-processed clue data.
[0006] In some embodiments, the step of determining the intent levels of all preprocessed clue data to filter out low intent clues and medium intent clues from the preprocessed clue data according to the determination results includes: Key summary contents are extracted from the preprocessed clue data, and the intention level of each preprocessed clue data is obtained according to the key summary contents, wherein the intention level includes low intention clues, medium intention clues, and high intention clues.
[0007] In some embodiments, the step of cultivating the low-intention clues and the medium-intention clues according to the preset cultivation strategies corresponding to the intention levels, and determining whether the cultivated low-intention clues or medium-intention clues are converted into high-intention clues includes: Setting preset cultivation strategies corresponding to low-intent leads and medium-intent leads respectively, wherein the preset cultivation strategies include cultivation tasks, task cycles, and setting intelligent outbound voice Q&A; If the pre-processed lead data is a low-intent lead, the lead cultivation task is implemented according to the corresponding preset cultivation strategy, among which the smart outbound call is based on the reply and response time; If the pre-processed clue data is a medium-intent clue, the medium-intent cultivation task is executed.
[0008] In some embodiments, the step of determining whether the cultivated low-intention clue or medium-intention clue is converted into a high-intention clue further includes: If the low-intention clues or medium-intention clues after cultivation are not converted into high-intention clues, the clue data that have not been converted into high-intention clues will be re-added to the clue cultivation pool for cultivation, and it will be determined again whether the re-cultivated low-intention clues or medium-intention clues are converted into high-intention clues, until the cultivated low-intention clues or medium-intention clues are converted into high-intention clues.
[0009] In some embodiments, if the cultivated low-intent clue or medium-intent clue is converted into a high-intent clue, the step of sending the high-intent clue further includes: Follow up on the current status of each salesperson based on the location of the user's mobile phone number. Follow-up tasks include follow-up conversion rate, follow-up efficiency ranking, and the total number of leads currently being followed up. High-intent leads are allocated based on the follow-up results.
[0010] In some embodiments, if the cultivated low-intent clue or medium-intent clue is converted into a high-intent clue, the step of sending the high-intent clue further includes: Determine whether each high-intent lead sent out has been completed; If the high-intent leads sent out are sold, a customer profile will be created; If the high-intent leads sent out do not result in a deal, the high-intent leads that did not result in a deal will be put back into the lead nurturing pool.
[0011] In a second aspect, the embodiment of the present application further proposes a lead cultivation and distribution system, the system comprising: A preprocessing module, used for acquiring basic clue data and preprocessing the basic clue data to obtain preprocessed clue data; An intention level detection module is used to determine the intention levels of all preprocessed clue data, so as to screen out low-intention clues and medium-intention clues from the preprocessed clue data according to the determination result; A lead cultivation module, for cultivating the low-intention leads and the medium-intention leads respectively according to preset cultivation strategies corresponding to the intention levels, and determining whether the cultivated low-intention leads or medium-intention leads are converted into high-intention leads; The clue sending module is used to send the high-intention clue if the low-intention clue or medium-intention clue after cultivation is converted into a high-intention clue.
[0012] In a third aspect, an embodiment of the present application further provides a storage medium, including one or more programs stored in the storage medium, which, when executed, implements the lead cultivation and distribution method as described above.
[0013] In a fourth aspect, an embodiment of the present application further provides an electronic device, the electronic device comprising a memory and a processor, wherein: The memory is used to store computer programs; When the processor is used to execute the computer program stored in the memory, the above-mentioned lead cultivation and distribution method is implemented.
[0014] Compared with the prior art, the embodiments of the present application have the following advantages: 1. The present invention can achieve the lead intention rating, and through the low-intent user lead cultivation automation strategy, lead cleaning and deduplication strategy, cold lead activation strategy, to achieve the full-link lead cultivation management based on the customer relationship management system architecture, which can effectively improve the lead effectiveness and order conversion rate. In addition, through lead screening and multi-party data completion, the user's purchase intention can be accurately identified, and automatically assigned to sales consultants, and the most suitable consultant can be matched according to the consultant's performance and order completion rate to improve the order completion rate.
[0015] 2. Based on the CRM system architecture, in the automobile sales lead link, through intelligent outbound calling strategies, identify users' car purchase intentions, and through the client's behavior analysis module, accurately identify key user behaviors and dynamically update customer intention levels.
[0016] 3. The present invention accurately determines the customer's car purchase intention level and generates targeted and practical automated tasks.
[0017] 4. The present invention can accurately match the appropriate sales consultant role, thereby improving the efficiency of front-line sales personnel in the customer follow-up process.
[0018] Additional aspects and advantages of the embodiments of the present application will be given in part in the description below, and in part will become apparent from the description below, or will be learned through examples of the embodiments of the present application. BRIEF DESCRIPTION OF THE DRAWINGS
[0019] Figure 1 This is one of the flow charts of the method for cultivating and distributing leads proposed in the first embodiment of the present application; Figure 2 This is the second flow chart of the method for cultivating and distributing leads proposed in the first embodiment of the present application; Figure 3 This is a structural diagram of the lead cultivation and distribution system proposed in the second embodiment of the present application.
[0020] The following specific implementation manner will further illustrate the embodiments of the present application in conjunction with the above-mentioned drawings. DETAILED DESCRIPTION
[0021] In order to facilitate understanding of the embodiments of the present application, the embodiments of the present application will be described more fully below with reference to the relevant drawings. Several embodiments of the embodiments of the present application are provided in the drawings. However, the embodiments of the present application can be implemented in many different forms and are not limited to the embodiments described herein. On the contrary, the purpose of providing these embodiments is to make the disclosure of the embodiments of the present application more thorough and comprehensive.
[0022] Unless otherwise defined, all technical and scientific terms used herein have the same meaning as those commonly understood by those skilled in the art of the technical field of the embodiments of the present application. The terms used herein in the description of the embodiments of the present application are only for the purpose of describing specific embodiments and are not intended to limit the embodiments of the present application. The term "and / or" used herein includes any and all combinations of one or more related listed items.
[0023] The applicant found that: the existing technology uses a single mode of manual outbound calls for lead cultivation, which consumes manpower costs. When rating the lead intention, the rating rules are set according to the outbound call results. At the same time, the match strategy for the lead distribution depends on the lead intention rating. The traditional process model has strong subjectivity and limitations. Because customer intention and key customer behaviors are key factors and determine the rating strategy, and lead cultivation is a long-term process.
[0024] Based on this, the present invention proposes a method for cultivating and distributing leads. By using intelligent outbound calls, data matching, behavioral analysis and other methods in the automated lead cultivation strategy, it can adaptively process various complex customer expressions and context changes to determine the user's intention level, and execute corresponding process strategies to reduce omissions and misjudgments in manual information follow-up. Using precise distribution strategies, the most suitable dealers and sales personnel are matched to improve the transaction conversion rate.
[0025] See also Figure 1 and Figure 2 , which is a flow chart of a method for cultivating and distributing leads in the first embodiment of the present application, the method includes steps S101 to S104, wherein: Step S101: acquiring basic clue data, and preprocessing the basic clue data to obtain preprocessed clue data; It should be noted that in this step, the preprocessing process is specifically: cleaning the basic clue data to obtain cleaned data; deduplicating the cleaned data to obtain preprocessed clue data.
[0026] Step S102: determining the intention levels of all pre-processed clue data, so as to screen out low-intention clues and medium-intention clues from the pre-processed clue data according to the determination result; It should be noted that semantic recognition is performed on the preprocessed clue data to extract key summary content from the preprocessed clue data, and the intention level of each preprocessed clue data is obtained according to the key summary content. The intention level includes low-intention clues, medium-intention clues, and high-intention clues.
[0027] Step S103: cultivating the low-intention clues and the medium-intention clues respectively according to the preset cultivation strategies corresponding to the intention levels, and determining whether the cultivated low-intention clues or medium-intention clues are converted into high-intention clues; In this step, preset cultivation strategies corresponding to low-intent leads and medium-intent leads are set respectively, and the preset cultivation strategies include setting of lead intention level, configuration of cultivation tasks for each level, cultivation task cycle, and intelligent outbound voice question and answer setting.
[0028] In addition, after the lead is initially confirmed to have low intent, the lead cultivation task is implemented, and the intelligent outbound call is summarized and output in real time based on the reply and response time and the conversation duration.
[0029] In addition, medium-intent leads execute medium-intent cultivation tasks and match clients for key behavior analysis; while high-intent leads execute the delivery strategy. In addition, leads that do not achieve a change in intention level within the low-intent task cycle are defined as "cold leads" and archived in the cold lead pool.
[0030] Specifically, if the low-intention clues or medium-intention clues after cultivation are not converted into high-intention clues, the clue data that have not been converted into high-intention clues will be re-added to the clue cultivation pool for cultivation, and it will be determined again whether the re-cultivated low-intention clues or medium-intention clues are converted into high-intention clues, until the cultivated low-intention clues or medium-intention clues are converted into high-intention clues.
[0031] Step S104: If the cultivated low-intent clue or medium-intent clue is converted into a high-intent clue, the high-intent clue is sent down.
[0032] It should be noted that in the specific distribution process, the current status of each salesperson will be followed up based on the location of the user's mobile phone number. The follow-up tasks include follow-up conversion rate, follow-up efficiency ranking, and the total number of leads currently being followed up. High-intent leads will be allocated based on the follow-up results.
[0033] In some embodiments, after the allocation of high-intent leads is completed, it is determined whether each high-intent lead that is issued is concluded; if a transaction is concluded with a high-intent lead that is issued, a customer file is created; if a transaction is not concluded with a high-intent lead that is issued, the high-intent leads that are not concluded are returned to the lead cultivation pool.
[0034] In summary, according to the above-mentioned method for cultivating and distributing leads, the present invention mainly solves two problems: the first is to solve the problem of cultivating customer leads, including how to realize lead intention rating, the automation strategy for cultivating low-intent user leads, the cleaning and deduplication strategy of leads, and the activation strategy of cold leads, so as to realize the full-link cultivation management of leads based on the customer relationship management system architecture, which can effectively improve the effectiveness of leads and order conversion rate. The second is to solve the matching problem in the manual follow-up process of leads, through lead screening and multi-party data completion, accurately identify user purchase intentions, automatically allocate to sales consultants, and match the most suitable consultants according to the consultants' performance and order completion rate to improve the order completion rate.
[0035] See also Figure 3 , which is a schematic diagram of the structure of a lead cultivation and distribution system in the second embodiment, the system includes: A preprocessing module 10, used to obtain basic clue data and preprocess the basic clue data to obtain preprocessed clue data; The intention level detection module 20 is used to determine the intention level of all pre-processed clue data, so as to screen out low-intention clues and medium-intention clues from the pre-processed clue data according to the determination result; A lead cultivation module 30, for cultivating the low-intention leads and the medium-intention leads respectively according to a preset cultivation strategy corresponding to the intention level, and determining whether the cultivated low-intention leads or medium-intention leads are converted into high-intention leads; The clue sending module 40 is used to send the high-intent clue if the low-intent clue or medium-intent clue after cultivation is converted into a high-intent clue.
[0036] On the other hand, the embodiment of the present application further proposes a computer storage medium, on which one or more programs are stored, and when the program is executed by a processor, the above-mentioned lead cultivation and distribution method is implemented.
[0037] On the other hand, an embodiment of the present application further proposes an electronic device, including a memory and a processor, wherein the memory is used to store computer programs, and the processor is used to execute the computer programs stored in the memory to implement the above-mentioned lead cultivation and distribution method.
[0038] Those skilled in the art will appreciate that the logic and / or steps represented in the flowchart or otherwise described herein, for example, may be considered as an ordered list of executable instructions for implementing logical functions, and may be specifically implemented in any computer-readable medium for use by an instruction execution system, device or apparatus (such as a computer-based system, a system including a processor, or other system that can fetch instructions from an instruction execution system, device or apparatus and execute instructions), or in conjunction with such instruction execution systems, devices or apparatuses. For purposes of this specification, "computer-readable medium" may be any device that can contain storage, communication, propagation or transmission of a program for use by an instruction execution system, device or apparatus, or in conjunction with such instruction execution systems, devices or apparatuses.
[0039] More specific examples of computer-readable media (a non-exhaustive list) include the following: an electrical connection with one or more wires (electronic device), a portable computer disk case (magnetic device), a random access memory (RAM), a read-only memory (ROM), an erasable and programmable read-only memory (EPROM or flash memory), an optical fiber device, and a portable compact disk read-only memory (CDROM). In addition, the computer-readable medium may even be a paper or other suitable medium on which the program is printed, since the program may be obtained electronically, for example, by optically scanning the paper or other medium, followed by editing, deciphering or, if necessary, processing in another suitable manner, and then stored in a computer memory.
[0040] It should be understood that the various parts of the embodiments of the present application can be implemented by hardware, software, firmware or a combination thereof. In the above-mentioned embodiments, multiple steps or methods can be implemented by software or firmware stored in a memory and executed by a suitable instruction execution system. For example, if implemented by hardware, as in another embodiment, it can be implemented by any one of the following technologies known in the art or a combination thereof: a discrete logic circuit having a logic gate circuit for implementing a logic function for a data signal, a dedicated integrated circuit having a suitable combination of logic gate circuits, a programmable gate array (PGA), a field programmable gate array (FPGA), etc.
[0041] In the description of this specification, the description with reference to the terms "one embodiment", "some embodiments", "example", "specific example", or "some examples" means that the specific features, structures, materials or characteristics described in conjunction with the embodiment or example are included in at least one embodiment or example of the embodiments of the present application. In this specification, the schematic representation 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.
[0042] The above-described embodiments only express several implementation methods of the embodiments of the present application, and the descriptions thereof are relatively specific and detailed, but they cannot be understood as limiting the scope of the embodiments of the present application. It should be noted that, for those of ordinary skill in the art, without departing from the concept of the embodiments of the present application, several variations and improvements can also be made, which all belong to the protection scope of the embodiments of the present application. Therefore, the protection scope of the embodiments of the present application shall be subject to the attached claims.
Claims
1. A method for cultivating and distributing leads, characterized in that: The method comprises: Acquire basic clue data, and preprocess the basic clue data to obtain preprocessed clue data; determining the intention levels of all pre-processed clue data, so as to screen out low-intention clues and medium-intention clues from the pre-processed clue data according to the determination results; Cultivating the low-intention clues and the medium-intention clues respectively according to preset cultivation strategies corresponding to the intention levels, and determining whether the cultivated low-intention clues or medium-intention clues are converted into high-intention clues; If the low-intention clue or medium-intention clue is converted into a high-intention clue after cultivation, the high-intention clue will be sent down.
2. The method for cultivating and distributing leads according to claim 1, characterized in that: The step of acquiring basic clue data and preprocessing the basic clue data to obtain preprocessed clue data includes: Cleaning the basic clue data to obtain cleaned data; The cleaned data is deduplicated to obtain pre-processed clue data.
3. The method for cultivating and distributing leads according to claim 2, characterized in that: The step of determining the intention levels of all preprocessed clue data to screen out low-intention clues and medium-intention clues from the preprocessed clue data according to the determination results includes: Key summary contents are extracted from the preprocessed clue data, and the intention level of each preprocessed clue data is obtained according to the key summary contents, wherein the intention level includes low intention clues, medium intention clues, and high intention clues.
4. The method for cultivating and distributing leads according to claim 3, characterized in that: The steps of respectively cultivating the low-intention clues and the medium-intention clues according to the preset cultivation strategies corresponding to the intention levels, and judging whether the cultivated low-intention clues or medium-intention clues are converted into high-intention clues include: Setting preset cultivation strategies corresponding to low-intent leads and medium-intent leads respectively, wherein the preset cultivation strategies include cultivation tasks, task cycles, and setting intelligent outbound voice Q&A; If the pre-processed lead data is a low-intent lead, the lead cultivation task is implemented according to the corresponding preset cultivation strategy, among which the smart outbound call is based on the reply and response time; If the pre-processed clue data is a medium-intent clue, the medium-intent cultivation task is executed.
5. The method for cultivating and distributing leads according to claim 4, characterized in that: After the step of determining whether the cultivated low-intention clue or medium-intention clue is converted into a high-intention clue, the following step is further performed: If the low-intention clues or medium-intention clues after cultivation are not converted into high-intention clues, the clue data that have not been converted into high-intention clues will be re-added to the clue cultivation pool for cultivation, and it will be determined again whether the re-cultivated low-intention clues or medium-intention clues are converted into high-intention clues, until the cultivated low-intention clues or medium-intention clues are converted into high-intention clues.
6. The method for cultivating and distributing leads according to claim 5, characterized in that: If the cultivated low-intention clue or medium-intention clue is converted into a high-intention clue, the step of sending the high-intention clue further includes: Follow up on the current status of each salesperson based on the location of the user's mobile phone number. Follow-up tasks include follow-up conversion rate, follow-up efficiency ranking, and the total number of leads currently being followed up. High-intent leads are allocated based on the follow-up results.
7. The method for cultivating and distributing leads according to claim 6, characterized in that: If the cultivated low-intention clue or medium-intention clue is converted into a high-intention clue, the step of sending the high-intention clue further includes: Determine whether each high-intent lead sent out has been completed; If the high-intent leads sent out are sold, a customer profile will be created; If the high-intent leads sent out do not result in a deal, the high-intent leads that did not result in a deal will be put back into the lead nurturing pool.
8. A lead cultivation and distribution system, characterized in that: The system comprises: A preprocessing module, used for acquiring basic clue data and preprocessing the basic clue data to obtain preprocessed clue data; An intention level detection module is used to determine the intention levels of all preprocessed clue data, so as to screen out low-intention clues and medium-intention clues from the preprocessed clue data according to the determination result; A lead cultivation module, for cultivating the low-intention leads and the medium-intention leads respectively according to preset cultivation strategies corresponding to the intention levels, and determining whether the cultivated low-intention leads or medium-intention leads are converted into high-intention leads; The clue sending module is used to send the high-intention clue if the low-intention clue or medium-intention clue after cultivation is converted into a high-intention clue.
9. A storage medium, characterized in that: include: The storage medium stores one or more programs, which, when executed by the processor, implement the lead cultivation and distribution method as described in any one of claims 1-7.
10. An electronic device, characterized in that: The electronic device comprises a memory and a processor, wherein: The memory is used to store computer programs; When the processor is used to execute the computer program stored in the memory, the method for cultivating and distributing leads described in any one of claims 1 to 7 is implemented.
