Customer relationship management follow-up method and device based on customer demands, terminal and storage medium
By creating customer databases and dynamically tracking customer information in customer relationship management, generating cooperation opportunities and contracts, the problem of inconsistent customer relationship management processes in the existing technology is solved, efficient customer demand follow-up and automated management are achieved, and the improvement of Corporate market competitiveness and customer satisfaction.
Patent Information
- Application Number
- CN202411647150.1
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-11-18
- Publication Date
- 2025-02-25
AI Technical Summary
The existing technology lacks unified process management in customer relationship management, making it difficult to accurately grasp customer needs, resulting in difficulty in improving customer satisfaction and loyalty.
By creating a customer database, dynamically manage and track customer information updates and changes in intentions, and generate cooperation business opportunities and contracts, we can achieve effective follow-up and automated management of customer needs.
It improves the automation and accuracy of customer relationship management, enhances the company's market competitiveness, and improves customer satisfaction and loyalty.
Smart Images

Figure CN119515503A_ABST
Abstract
Description
Technical Field
[0001] The present application relates to the technical field of customer relationship management, and in particular to a customer relationship management follow-up method, device, terminal and storage medium based on customer needs. Background Art
[0002] As market competition intensifies, the market gradually transitions from a seller's market to a buyer's market. In this market environment, the core strategy of enterprises must be built around customer needs and satisfaction. Customer needs and satisfaction have become key factors in corporate competition. Enterprises are paying more and more attention to the importance of customer relationship management (CRM). Enterprises need to enhance market competitiveness by improving customer satisfaction and loyalty.
[0003] In order to solve the problem of customer relationship management, the existing technology generally adopts manual recording and management methods, that is, sales personnel manually record customer intention information, update customer cooperation intention status, and transmit information through email or paper documents. In addition, some companies have begun to use preliminary CRM systems for customer information management, recording customer personal information, transaction records, and communication history through digital means, but the functions of these systems are relatively single and lack unified process management.
[0004] Moreover, as consumer demands become increasingly diversified and personalized, companies need to grasp customer needs more accurately, provide customers with customized products and services, and enhance customer stickiness.
[0005] Therefore, developing a system and method that can manage customer relationships comprehensively, meticulously and efficiently has become an urgent problem to be solved in the current field. Summary of the invention
[0006] In order to help enterprises accurately grasp customer needs and improve customer satisfaction and loyalty, the present application provides a customer relationship management follow-up method, device, terminal and storage medium based on customer needs.
[0007] In the first aspect, the present application provides a customer relationship management follow-up method based on customer needs, which adopts the following technical solution: A customer relationship management follow-up method based on customer needs, comprising the following steps: Creating a customer database for a customer, obtaining basic customer information of the customer and storing it in the customer database, wherein the basic customer information includes the customer's intended product; Continuously obtaining updated information of the customer and storing it in the customer database, wherein each updated information includes the status of cooperation intention for the intended product; When the cooperation intention state reaches a preset first state threshold, a cooperation business opportunity for the intended product is generated, and each cooperation business opportunity corresponds to a cooperation business opportunity state; When the state of the cooperation business opportunity reaches a preset second state threshold, generating a cooperation contract for the intended product corresponding to the cooperation business opportunity; The cooperation contract is reviewed and approved and the approval status is recorded. When the approval status ends, the cooperation business opportunity is completed and the cooperation business opportunity is stored in the customer database.
[0008] By adopting the above technical solutions, we can dynamically manage and track customer information updates and changes in intentions, effectively follow up on customer needs, improve the automation and accuracy of customer relationship management, and thus enhance the company's market competitiveness.
[0009] Preferably, the step of obtaining the basic information of the customer and storing it in the customer database, wherein the basic information includes the customer's preferred products, specifically comprises the following steps: Obtain the customer's basic information, which includes customer identity information, transaction records with the customer, communication history with the customer, and the customer's intended products, store the customer's basic information in the customer database, and generate a customer profile of the customer based on the customer's basic information.
[0010] By adopting the above-mentioned technical solutions, a customer database is established to collect, organize, update and store customer information, realize the sharing and collaboration of customer data, and improve the accuracy and real-time nature of customer information.
[0011] Preferably, the continuously acquiring updated information of the customer and storing it in the customer database, wherein each updated information includes the status of the cooperation intention for the intended product, specifically comprises the following steps: Acquire first updated information of the customer, the first updated information including the real-time location of the salesperson from the third-party platform and the contact person of the customer, generate a first visit record based on the first updated information and store it in the customer database, the first visit record including the customer's intended product at that time and the customer's first intended status for the intended product at that time; The intended product in the customer's basic information is updated according to the intended product at that time in the first visit record, and the cooperation intention status in the customer's basic information is updated according to the first intention status combined with the updated intended product.
[0012] By adopting the above technical solution, we can obtain the customer's first visit record and learn the customer's initial intention status, which provides a basis for subsequent cooperation.
[0013] Preferably, the method further comprises the following steps: Associating the contact with the customer, obtaining second update information based on the contact, the second update information including the real-time location of the salesperson from the third-party platform, generating a second visit record based on the second update information and storing it in the customer database, the second visit record including the customer's intended product at that time and the customer's second intended status for the intended product at that time; After the second visit record is generated, the customer's intended product is updated again based on the intended product at that time in the second visit record, and the cooperation intention status is updated again based on the second intention status combined with the updated intended product.
[0014] By adopting the above technical solution, the communication time, content, results and other information with the contact person can be recorded for subsequent follow-up, and the contact person can be associated with specific business opportunities, making it easier to track sales progress and performance statistics.
[0015] Preferably, when the cooperation intention state reaches a preset first state threshold, generating a cooperation business opportunity for the intended product, each of the cooperation business opportunities corresponding to a cooperation business opportunity state, specifically includes the following steps: Each time the second update information is obtained, a set of the intended products and the second intended status is generated, and the cooperation intention status is continuously updated according to the second intended status; Each of the intended products corresponds to a cooperation intention state. When the cooperation intention state reaches a preset first state threshold, a cooperation business opportunity for the intended product is generated. Each of the business opportunities corresponds to a cooperation business opportunity state.
[0016] Preferably, when the state of the cooperation business opportunity reaches a preset second state threshold, generating a cooperation contract for the intended product corresponding to the cooperation business opportunity specifically includes the following steps: Associating the cooperation business opportunity with the contact, obtaining third update information based on the contact associated with the business opportunity, the third update information including the real-time location of the salesperson from the third-party platform, generating a third visit record based on the third update information and storing it in the customer database, the third visit record including the current business opportunity and the current business opportunity status; Each time the third update information is obtained, a set of the current business opportunity and the current business opportunity status is generated, the cooperation business opportunity is continuously updated according to the current business opportunity, and the cooperation business opportunity status is continuously updated according to the current business opportunity status combined with the updated cooperation business opportunity; When the cooperation business opportunity status is greater than a preset second status threshold, a cooperation contract for the intended product corresponding to the cooperation business opportunity status is generated.
[0017] By adopting the above-mentioned technical solutions, a foundation is provided for sales personnel to further carry out their work. By collecting statistics and forecasts on the follow-up and handling of business opportunities, enterprises can establish sales forecasts to help formulate sales plans and performance forecasts.
[0018] Preferably, the step of approving the cooperation contract and recording the approval status, when the approval status ends, the cooperation opportunity is completed, and the cooperation opportunity is stored in the customer database, specifically includes the following steps: The cooperation contract is approved and the approval status is recorded. The approval includes several approval nodes. An approval time is set for each approval node. When the approval status is unapproved and exceeds the approval time, a reminder message is generated based on the current approval node and sent to the corresponding staff. When all approval statuses are completed, the cooperation opportunity is completed. The customer portrait is updated based on all visit records related to the cooperation opportunity and stored in the customer database.
[0019] By adopting the above technical solutions, electronic storage, approval and tracking of contracts can be realized, management efficiency can be improved, and potential customers can be converted into formal customers through signing contracts, thus promoting the sales process.
[0020] In the second aspect, the present application provides a customer relationship management follow-up device based on customer needs, which adopts the following technical solution: A customer relationship management follow-up device based on customer needs, comprising the following modules: A customer creation module is used to create a customer database for a customer, obtain basic customer information of the customer and store it in the customer database, wherein the basic customer information includes the customer's intended product; An intention update module, used to continuously obtain updated information of the customer and store it in the customer database, wherein each updated information includes the status of cooperation intention for the intended product; A business opportunity generation module, used for generating a cooperation business opportunity for the intended product when the cooperation intention state reaches a preset first state threshold, each of the cooperation business opportunities corresponding to a cooperation business opportunity state; A contract generation module, configured to generate a cooperation contract for the intended product corresponding to the cooperation opportunity when the cooperation opportunity status reaches a preset second status threshold; The contract approval module is used to approve the cooperation contract and record the approval status. When the approval status ends, the cooperation opportunity is completed and the cooperation opportunity is stored in the customer database.
[0021] By adopting the above technical solutions, a customer relationship management and follow-up system has been built, which provides the necessary software technology support for the automation of customer relationship follow-up and cooperation, realizes comprehensive and efficient cooperation management, and provides strong support for improving customer satisfaction and loyalty.
[0022] In a third aspect, the present application provides a smart terminal, which adopts the following technical solution: An intelligent terminal includes a memory and a processor, wherein the memory stores at least one instruction, at least one program, code set or instruction set, and the at least one instruction, at least one program, code set or instruction set is loaded and executed by the processor to implement the customer relationship management follow-up method based on customer needs as described above.
[0023] In a fourth aspect, the present application provides a computer-readable storage medium, which adopts the following technical solution: A computer-readable storage medium stores at least one instruction, at least one program, code set or instruction set, which is loaded and executed by a processor to implement the customer relationship management follow-up method based on customer needs as described above.
[0024] In summary, this application has at least the following beneficial effects: 1. This application achieves effective follow-up of customer needs by dynamically managing and tracking customer information updates and changes in intentions, improves the automation and accuracy of customer relationship management, and thus enhances the company's market competitiveness.
[0025] 2. This application builds a complete customer relationship management system that can quickly capture potential business opportunities and greatly enhance the company's market response speed and service quality. Compared with the traditional manual management model, the method proposed in this application significantly reduces the risk of opportunity loss caused by human errors, while significantly reducing operating costs, reflecting higher economic benefits and social value. BRIEF DESCRIPTION OF THE DRAWINGS
[0026] Figure 1 is a flow chart of a customer relationship management follow-up method based on customer needs in an embodiment of the present application; Figure 2It is a structural diagram of a customer relationship management follow-up device based on customer needs in an embodiment of the present application. DETAILED DESCRIPTION
[0027] The present application provides a customer relationship management follow-up method, device, terminal and storage medium based on customer needs. In order to make the purpose, technical solution and advantages of the present application clearer, the implementation method of the present application will be further described in detail below.
[0028] The following is a further detailed description of an embodiment of a customer relationship management follow-up method based on customer needs of the present application in conjunction with the drawings of the specification.
[0029] This application is a customer relationship management follow-up method based on customer needs, the process is as follows Figure 1 As shown, the following steps are included: A customer relationship management follow-up method based on customer needs, comprising the following steps: S1. Create a customer database for the customer, obtain the customer's basic information and store it in the customer database. The customer's basic information includes the customer's intended products. Specifically, the steps include: S11. Obtain the customer's basic information. This step is usually done before an on-site visit. The customer's basic information can be obtained through online interviews with the customer and searches on the Internet.
[0030] Customer basic information includes customer identity information, transaction records with customers, communication history with customers, and customers' intended products. Customer identity information includes some basic information about the customer's business, main business, and business address.
[0031] The customer's basic information needs to be manually entered by the salesperson responsible for the customer.
[0032] S12. Store the basic information of the customer into the customer database, and generate a customer profile of the customer based on the basic information of the customer.
[0033] S2. Continuously obtain updated information from customers and store it in the customer database. Each updated information includes the status of cooperation intention for the intended product. Specifically, the following steps are included: S21. Obtain first updated information of the customer, where the first updated information includes the real-time location of the salesperson and the customer's contact person from a third-party platform.
[0034] In a specific implementation method, the third-party platform can be a software platform capable of positioning, such as WeChat for Enterprise. Based on WeChat for Enterprise, the real-time positioning of the salesperson is obtained, and the real-time positioning is compared with the address of the enterprise in the customer identity information. The real-time positioning needs to be within a certain range around the address of the enterprise to generate the salesperson's visit record.
[0035] A first visit record is generated based on the first update information and stored in the customer database. The first visit record includes the customer's intended product at that time and the customer's first intended status for the intended product at that time.
[0036] The first update information is also manually input by the salesperson. By inputting the information of this visit into the corresponding system, a visit record can be automatically generated.
[0037] S22. The intended product in the customer's basic information is updated according to the intended product at that time in the first visit record, and the cooperation intention status in the customer's basic information is updated according to the first intention status combined with the updated intended product.
[0038] S23. Associate the contact with the customer, obtain second update information based on the contact, the second update information includes the real-time location of the salesperson from the third-party platform, generate a second visit record based on the second update information and store it in the customer database, the second visit record includes the customer's intended product at that time and the customer's second intention status for the intended product at that time.
[0039] Contacts are related staff members added by sales staff when visiting customers. Sales staff are responsible for connecting with contacts. The visit records of all contacts are the visit records of the customer. Sales staff record the communication time, content, results and other information with contacts, organize them into the second update information and enter them into the system for follow-up.
[0040] S24. After the second visit record is generated, the customer's intended product is updated again based on the intended product at that time in the second visit record, and the cooperation intention status is updated again based on the second intention status combined with the updated intended product.
[0041] Every time a salesperson visits a customer or customer contact, the updated information will be entered into the system. After each visit record is generated, the previous intended products and intended status will be updated to ensure the update speed of customer needs, which will help provide customized services to customers and promote cooperation.
[0042] S3. When the cooperation intention state reaches the preset first state threshold, a cooperation opportunity for the intended product is generated. Each cooperation opportunity corresponds to a cooperation opportunity state, which specifically includes the following steps: S31. Each time the second update information is obtained, a group of intended products and second intended states are generated, and the cooperation intention state is continuously updated according to the second intended state.
[0043] S32. Each intended product corresponds to a cooperation intention state. When the cooperation intention state reaches a preset first state threshold, a cooperation business opportunity for the intended product is generated. Each business opportunity corresponds to a cooperation business opportunity state.
[0044] When the cooperation intention status accumulates to a certain level, a cooperation opportunity will be generated. In a specific and feasible way, different sales personnel can be assigned to different business opportunities to ensure that each business opportunity can be valued.
[0045] S4. When the state of the cooperation business opportunity reaches the preset second state threshold, a cooperation contract for the intended product corresponding to the cooperation business opportunity is generated, which specifically includes the following steps: S41. Associate the cooperation business opportunity with the contact, obtain third update information based on the contact associated with the business opportunity, the third update information includes the real-time location of the salesperson from the third-party platform, generate a third visit record based on the third update information and store it in the customer database, the third visit record includes the current business opportunity and the current business opportunity status.
[0046] S42. Each time the third update information is obtained, a set of current business opportunity and current business opportunity status is generated, and the cooperative business opportunity is continuously updated according to the current business opportunity, and the cooperative business opportunity status is continuously updated according to the current business opportunity status combined with the updated cooperative business opportunity.
[0047] Sales personnel continue to visit contacts associated with business opportunities based on cooperation opportunities, and update visit records every time they visit, which helps sales personnel control the progress of closing business opportunities.
[0048] When the status of the cooperation opportunity is greater than a preset second status threshold, the cooperation opportunity directly displays the transaction status and generates a cooperation contract for the intended product corresponding to the cooperation opportunity status.
[0049] S5. Approve the cooperation contract and record the approval status. When the approval status ends, the cooperation opportunity is completed and the cooperation opportunity is stored in the customer database. The specific steps include the following: S51. Approve the cooperation contract and record the approval status. The approval includes several approval nodes. An approval time is set for each approval node. When the approval status is unapproved and the time exceeds the approval time, a reminder message is generated based on the current approval node and sent to the corresponding staff to ensure that key dates and deadlines are not ignored.
[0050] S52. When all the approval statuses are completed, the cooperation opportunity is completed, and the customer portrait is updated based on all the visit records related to the cooperation opportunity and stored in the customer database.
[0051] In a specific implementable method, after the contract is completed, the sales staff can still visit the customer in person / make offline phone follow-up calls to inquire about product usage, satisfaction, etc., and the follow-up records are also entered into the system.
[0052] Based on the same inventive concept as above, the embodiment of the present application also discloses a customer relationship management follow-up device based on customer needs, the structure of which is as follows: Figure 2 As shown, the device includes the following modules: The customer creation module is used to create a customer database for the customer, obtain the customer's basic information and store it in the customer database. The customer's basic information includes the customer's intended products; The intention update module is used to continuously obtain the customer's updated information and store it in the customer database. Each update information includes the status of the cooperation intention for the intended product; A business opportunity generation module, used to generate a cooperation business opportunity for the intended product when the cooperation intention state reaches a preset first state threshold, each cooperation business opportunity corresponding to a cooperation business opportunity state; A contract generation module, used to generate a cooperation contract for the intended product corresponding to the cooperation opportunity when the cooperation opportunity status reaches a preset second status threshold; The contract approval module is used to approve the cooperation contract and record the approval status. When the approval status ends, the cooperation opportunity is completed and the cooperation opportunity is stored in the customer database.
[0053] In a specific implementation scheme, the customer creation module includes the following units: The customer creation unit is used to obtain the customer's basic information, which includes the customer's identity information, transaction records with the customer, communication history with the customer, and the customer's intended products. The customer's basic information is stored in the customer database, and a customer profile of the customer is generated based on the customer's basic information.
[0054] In a specific implementation scheme, the intention update module includes the following units: A first intention updating unit is used to obtain first updated information of the customer, the first updated information includes the real-time location of the salesperson from the third-party platform and the contact person of the customer, and to generate a first visit record based on the first updated information and store it in the customer database, the first visit record includes the customer's intended product at that time and the customer's first intended status for the intended product at that time; The second intention updating unit is used to update the intended product in the customer's basic information according to the intended product at that time in the first visit record, and to update the cooperation intention status in the customer's basic information according to the first intention status combined with the updated intended product.
[0055] A third intention updating unit is used to associate the contact with the customer, obtain second update information based on the contact, the second update information includes the real-time location of the salesperson from the third-party platform, generate a second visit record based on the second update information and store it in the customer database, the second visit record includes the customer's intended product at that time and the customer's second intention status for the intended product at that time; The fourth intention updating unit is used to update the customer's intended product again according to the intended product at that time in the second visit record after generating the second visit record, and to update the cooperation intention status again according to the second intention status combined with the updated intended product.
[0056] In a specific implementation scheme, the business opportunity generation module includes the following units: The first business opportunity generating unit is used to generate a set of intended products and second intended status each time the second update information is obtained, and continuously update the cooperation intention status according to the second intended status; The second business opportunity generating unit is used to correspond one cooperation intention state to each intended product, and when the cooperation intention state reaches a preset first state threshold, generate cooperation business opportunities for the intended product, and each business opportunity corresponds to one cooperation business opportunity state.
[0057] In a specific implementation scheme, the contract generation module includes the following units: A first contract generation unit is used to associate a cooperation business opportunity with a contact person, obtain third update information based on the contact person associated with the business opportunity, the third update information includes a real-time location of a salesperson from a third-party platform, generate a third visit record based on the third update information and store it in a customer database, the third visit record includes the current business opportunity and the current business opportunity status; The second contract generation unit is used to generate a set of current business opportunities and current business opportunity status each time the third update information is obtained, continuously update the cooperation business opportunity based on the current business opportunity, and continuously update the cooperation business opportunity status based on the current business opportunity status combined with the updated cooperation business opportunity; The third contract generating unit is configured to generate a cooperation contract for the intended product corresponding to the cooperation opportunity status when the cooperation opportunity status is greater than a preset second status threshold.
[0058] In a specific implementation plan, the contract approval module includes the following units: The first contract approval unit approves the cooperation contract and records the approval status. The approval includes several approval nodes. An approval time is set for each approval node. When the approval status is unapproved for a period exceeding the approval time, a reminder message is generated based on the current approval node and sent to the corresponding staff member. The second contract approval unit, when all the approval states are completed, the cooperation opportunity is completed, and the customer portrait is updated according to all the visit records related to the cooperation opportunity and stored in the customer database.
[0059] From the above functional introduction, it can be seen that a customer relationship management follow-up device based on customer needs in this application has built a customer relationship management and follow-up system. By constantly visiting and exploring customer needs, customer information is constantly updated, thereby promoting the formation of contracts and promoting the sustained, rapid and healthy development of the economy and society.
[0060] Based on the same inventive concept mentioned above, an embodiment of the present application also discloses a computer-readable storage medium, which stores at least one instruction, at least one program, code set or instruction set. The at least one instruction, at least one program, code set or instruction set can be loaded and executed by a processor to implement the customer relationship management follow-up method based on customer needs provided in the above method embodiment.
[0061] Also based on the same inventive concept mentioned above, an embodiment of the present application also discloses a computer-readable storage medium, in which at least one instruction, at least one program, code set or instruction set is stored, and the at least one instruction, at least one program, code set or instruction set is loaded and executed by a processor to implement the customer relationship management follow-up method based on customer needs as described above.
[0062] Those skilled in the art will appreciate that all or part of the steps to implement the above embodiments may be accomplished by hardware or by instructing related hardware through a program, and the program may be stored in the computer-readable storage medium, which may include, for example, various media that can store program codes, such as a USB flash drive, a mobile hard disk, a read-only memory (ROM), a random access memory (RAM), a magnetic disk or an optical disk.
[0063] The above description is only an optional embodiment of the present application and is not intended to limit the present application. Any modifications, equivalent substitutions, improvements, 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 customer relationship management follow-up method based on customer needs, characterized in that: The steps include: Creating a customer database for a customer, obtaining basic customer information of the customer and storing it in the customer database, wherein the basic customer information includes the customer's intended product; Continuously obtaining updated information of the customer and storing it in the customer database, wherein each updated information includes the status of cooperation intention for the intended product; When the cooperation intention state reaches a preset first state threshold, a cooperation business opportunity for the intended product is generated, and each cooperation business opportunity corresponds to a cooperation business opportunity state; When the state of the cooperation business opportunity reaches a preset second state threshold, generating a cooperation contract for the intended product corresponding to the cooperation business opportunity; The cooperation contract is reviewed and approved and the approval status is recorded. When the approval status ends, the cooperation business opportunity is completed and the cooperation business opportunity is stored in the customer database.
2. The customer relationship management follow-up method based on customer needs according to claim 1 is characterized in that: The step of obtaining the basic information of the customer and storing it in the customer database, wherein the basic information includes the customer's preferred products, specifically includes the following steps: Obtain the customer's basic information, which includes customer identity information, transaction records with the customer, communication history with the customer, and the customer's intended products, store the customer's basic information in the customer database, and generate a customer profile of the customer based on the customer's basic information.
3. The customer relationship management follow-up method based on customer needs according to claim 1, characterized in that: The continuously acquiring updated information of the customer and storing it in the customer database, wherein each updated information includes the status of the cooperation intention for the intended product, specifically comprises the following steps: Acquire first updated information of the customer, the first updated information including the real-time location of the salesperson from the third-party platform and the contact person of the customer, generate a first visit record based on the first updated information and store it in the customer database, the first visit record including the customer's intended product at that time and the customer's first intended status for the intended product at that time; The intended product in the customer's basic information is updated according to the intended product at that time in the first visit record, and the cooperation intention status in the customer's basic information is updated according to the first intention status combined with the updated intended product.
4. The customer relationship management follow-up method based on customer needs according to claim 3 is characterized in that: The following steps are also included: Associating the contact with the customer, obtaining second update information based on the contact, the second update information including the real-time location of the salesperson from the third-party platform, generating a second visit record based on the second update information and storing it in the customer database, the second visit record including the customer's intended product at that time and the customer's second intended status for the intended product at that time; After the second visit record is generated, the customer's intended product is updated again based on the intended product at that time in the second visit record, and the cooperation intention status is updated again based on the second intention status combined with the updated intended product.
5. The customer relationship management follow-up method based on customer needs according to claim 4 is characterized in that: When the cooperation intention state reaches a preset first state threshold, generating cooperation business opportunities for the intended product, each of which corresponds to a cooperation business opportunity state, specifically includes the following steps: Each time the second update information is obtained, a set of the intended products and the second intended status is generated, and the cooperation intention status is continuously updated according to the second intended status; Each of the intended products corresponds to a cooperation intention state. When the cooperation intention state reaches a preset first state threshold, a cooperation business opportunity for the intended product is generated. Each of the business opportunities corresponds to a cooperation business opportunity state.
6. The customer relationship management follow-up method based on customer needs according to claim 3 is characterized in that: When the state of the cooperation business opportunity reaches a preset second state threshold, generating a cooperation contract for the intended product corresponding to the cooperation business opportunity specifically includes the following steps: Associating the cooperation business opportunity with the contact, obtaining third update information based on the contact associated with the business opportunity, the third update information including the real-time location of the salesperson from the third-party platform, generating a third visit record based on the third update information and storing it in the customer database, the third visit record including the current business opportunity and the current business opportunity status; Each time the third update information is obtained, a set of the current business opportunity and the current business opportunity status is generated, the cooperation business opportunity is continuously updated according to the current business opportunity, and the cooperation business opportunity status is continuously updated according to the current business opportunity status combined with the updated cooperation business opportunity; When the cooperation business opportunity status is greater than a preset second status threshold, a cooperation contract for the intended product corresponding to the cooperation business opportunity status is generated.
7. The customer relationship management follow-up method based on customer needs according to claim 2, characterized in that: The step of approving the cooperation contract and recording the approval status, when the approval status ends, the cooperation opportunity is completed, and the cooperation opportunity is stored in the customer database, specifically includes the following steps: The cooperation contract is approved and the approval status is recorded. The approval includes several approval nodes. An approval time is set for each approval node. When the approval status is unapproved and exceeds the approval time, a reminder message is generated based on the current approval node and sent to the corresponding staff. When all approval statuses are completed, the cooperation opportunity is completed. The customer portrait is updated based on all visit records related to the cooperation opportunity and stored in the customer database.
8. A customer relationship management follow-up device based on customer needs, characterized in that: Includes the following modules: A customer creation module is used to create a customer database for a customer, obtain basic customer information of the customer and store it in the customer database, wherein the basic customer information includes the customer's intended product; An intention update module, used to continuously obtain the updated information of the customer and store it in the customer database, wherein each updated information includes the status of the cooperation intention for the intended product; A business opportunity generation module, used for generating a cooperation business opportunity for the intended product when the cooperation intention state reaches a preset first state threshold, each of the cooperation business opportunities corresponding to a cooperation business opportunity state; A contract generation module, configured to generate a cooperation contract for the intended product corresponding to the cooperation opportunity when the cooperation opportunity status reaches a preset second status threshold; The contract approval module is used to approve the cooperation contract and record the approval status. When the approval status ends, the cooperation opportunity is completed and the cooperation opportunity is stored in the customer database.
9. An intelligent terminal, characterized in that: It includes a memory and a processor, wherein the memory stores at least one instruction, at least one program, code set or instruction set, and the at least one instruction, at least one program, code set or instruction set is loaded and executed by the processor to implement the customer relationship management follow-up method based on customer needs as described in any one of claims 1 to 7.
10. A computer-readable storage medium, characterized in that: The readable storage medium stores at least one instruction, at least one program, code set or instruction set, and the at least one instruction, at least one program, code set or instruction set is loaded and executed by the processor to implement the customer relationship management follow-up method based on customer needs as described in any one of claims 1 to 7.