Enterprise sales planning scheme making system and method

By designing the enterprise marketing planning plan formulation system, using AI technology and cloud solution library, the problems of high threshold and long cycle of existing marketing plan formulation are solved, and rapid and low-cost marketing planning plan formulation is achieved to adapt to market demand in different regions.

CN119693018AInactive Publication Date: 2025-03-25DONGTAI YUNGU INFORMATION TECH CO LTD
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Patent Information

Application Number
CN202411747294.4
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-12-02
Publication Date
2025-03-25
Estimated Expiration
Not applicable · inactive patent

AI Technical Summary

Technical Problem

The threshold for formulating existing corporate marketing plans is high, which leads to high costs and long formulation cycles, making it difficult to quickly adapt to market demand in different regions.

Method used

A system for enterprise marketing planning plan formulation is designed, including information input module, solution integration module and strategy comparison output module. Using AI technology and cloud solution library, it quickly formulates and optimizes marketing planning plans to reduce the formulation costs and cycles.

Benefits of technology

With the support of standardized templates and AI technology, the threshold and cost of marketing plan formulation is significantly reduced, the formulation efficiency is improved, and the market demand in the target area can be quickly adapted to the market demand in the target area.

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Abstract

The invention discloses an enterprise sales planning scheme making system and method, and relates to the technical field of sales planning. According to the enterprise sales planning scheme formulating system and method, by formulating a standard scheme template, performing standard conversion on different types of historical completed planning marketing schemes, and establishing a cloud scheme library, on the basis of the standard scheme template, the enterprise sales planning scheme is formulated; through the AI technology, according to the marketing purpose, the expected effect and the budget plan of the user, the marketing planning scheme is preliminarily prepared, according to the standard scheme template, the reward scheme is obtained for the target marketing area, and then the AI technology is utilized to use the reward scheme to make the preliminarily prepared rough marketing planning scheme effective. The method is advantaged in that the marketing planning scheme fitting the marketing area can be rapidly acquired, the scheme preparation efficiency is high, the scheme making threshold is effectively reduced, and the making cost of the marketing planning scheme is further reduced.
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Description

Technical Field

[0001] The present invention relates to the technical field of marketing planning, and in particular to a system and method for formulating a marketing planning scheme for an enterprise. Background Art

[0002] A marketing plan is a sales-oriented plan, which refers to the overall planning of various sales promotion activities carried out before market sales and services in order to achieve the expected sales target. The choice of a marketing plan is related to the success or failure of a business operation. A marketing plan is the grasp of market opportunities and the application of strategies. It is a plan made for the development of a certain customer and the marketing of a certain product. Its task is to provide an action guide for gradually transforming the hazy "future tense" into an orderly "present tense". The marketing plan formed by this is the blueprint for the company to carry out marketing activities.

[0003] At present, the formulation of enterprise marketing plans is often undertaken by professional planning teams. The threshold for formulating marketing plans is high, resulting in high production costs of enterprise marketing plans. In addition, when deploying marketing plans for different regions, a large amount of regional data needs to be collected, resulting in a long marketing plan formulation cycle. For this reason, a system and method for formulating enterprise marketing plans are proposed. While reducing the cost of formulating enterprise marketing plans, on the basis of fitting the target area, the rapid formulation of enterprise marketing plans can be achieved, effectively reducing the cost of formulating enterprise marketing plans. Summary of the invention

[0004] In view of the deficiencies in the prior art, the present invention provides a system and method for formulating an enterprise marketing plan, which solves the problems of high threshold for formulating marketing plans and long cycle for formulating marketing plans.

[0005] To achieve the above objectives, the present invention is implemented through the following technical solutions: a corporate marketing planning scheme formulation system, including an corporate marketing planning auxiliary platform, the corporate marketing planning auxiliary platform includes an information input module, a scheme integration module, a bounty collection module and a strategy comparison output module, the information input module is connected to the strategy comparison output module, and the strategy comparison output module is respectively connected to the scheme integration module and the bounty collection module.

[0006] The present invention is further configured as follows: the solution integration module includes a modular analysis unit, a template generation unit and an information storage unit, the modular analysis unit is connected to the template generation unit, and the template generation unit is connected to the information storage unit.

[0007] The present invention is further configured as follows: the modular analysis unit is used to obtain different types of planned marketing plans that have been completed in the past from the cloud as accumulated plans;

[0008] The template generation unit is used to formulate a standard plan template, wherein the standard plan template includes a marketing purpose section, a target audience section, a market analysis and competitor section, a marketing strategy section, an implementation plan section, an expected effect section, a budget planning section, and a risk and response measures section, and converts the accumulated files according to the standard plan template to generate a historical plan;

[0009] The information storage unit is used to store a number of historical solutions and establish a cloud solution library.

[0010] The present invention is further configured as follows: the information input module includes a target input unit, an expected input unit and a budget input unit;

[0011] The target input unit is used for the user to fill in the marketing target section of the standard solution template with marketing target related information and marketing area information;

[0012] The expected input unit is used for the user to fill in the expected effect related information in the expected effect section of the standard solution template;

[0013] The budget input unit is used for the user to fill in the budget planning section of the standard plan template with budget planning related information to obtain the user marketing template.

[0014] The present invention is further configured as follows: the reward collection module includes a template distribution unit and a data integration unit, and the template distribution unit is connected to the data integration unit.

[0015] The present invention is further configured as follows: the template distribution unit is used to distribute the user marketing template to the cloud to conduct a marketing planning reward that fits the marketing area information;

[0016] The data integration unit is used to obtain a fully filled user marketing template, add unique identifiers to different user marketing templates, use them as reward schemes, and integrate and store the reward schemes in blocks to obtain a reward scheme library.

[0017] The present invention is further configured as follows: the strategy comparison output module includes a solution index unit, an AI screening unit and a reward correction unit, the solution index unit is connected to the AI ​​screening unit, and the AI ​​screening unit is connected to the reward correction unit.

[0018] The present invention is further configured as follows: the solution index unit is used to use the marketing purpose related information, expected effect related information and budget planning related information filled in the user marketing template as keywords, and to select historical solutions that meet the keywords from the cloud solution library as reference historical solutions;

[0019] The AI ​​screening unit is used to use AI technology to process data according to different sections of the reference historical plan to obtain a rough marketing plan;

[0020] The bounty correction unit is used to use AI technology to import the bounty program library into the rough marketing plan to optimize the plan, and highlight the optimized part to generate an enterprise marketing plan.

[0021] The present invention is further configured as follows: the reward collection module further includes an output comparison unit, and the output comparison unit is connected to the data integration unit;

[0022] The output comparison unit is used to trace the source of the reward scheme according to the prominent mark information and locate the reward scheme with contributions.

[0023] The present invention also discloses a method for formulating a marketing plan for an enterprise, which specifically comprises the following steps:

[0024] S1. Obtain different types of planned marketing plans that have been completed in the past from the cloud as accumulated plans, formulate standard plan templates including marketing purpose section, target audience section, market analysis and competitor section, marketing strategy section, implementation plan section, expected effect section, budget planning section and risk and response measures section, convert the accumulated files according to the standard plan template, generate historical plans, and establish a cloud plan library based on several historical plans;

[0025] S2. The user fills in the marketing purpose information and marketing area information in the marketing purpose section of the standard plan template, then fills in the expected effect information in the expected effect section of the standard plan template, and then fills in the budget planning information in the budget planning section of the standard plan template to obtain the user marketing template;

[0026] S3: User marketing templates are distributed to the cloud, and marketing planning rewards that fit the marketing area information are offered. Completely filled user marketing templates are obtained, and unique identifiers are added to different user marketing templates as reward plans. The reward plans are integrated and stored in blocks to obtain a reward plan library.

[0027] S4. Use the information related to marketing objectives, expected effects and budget planning that have been filled in the user marketing template as keywords, and select historical plans that meet the keywords from the cloud solution library as reference historical plans. Use AI technology to process the data of the reference historical plans according to different sections to obtain a rough marketing plan. Use AI technology to import the bounty plan library into the rough marketing plan for plan optimization, highlight the optimized parts, and generate an enterprise marketing plan.

[0028] The present invention provides a system and method for formulating a corporate marketing plan. It has the following beneficial effects:

[0029] The present invention formulates a standard plan template, performs standard conversion on different types of planned marketing plans that have been completed in the past, and establishes a cloud-based plan library. On the basis of the standard plan template, the marketing plan is initially formulated through AI technology according to the user's marketing objectives, expected effects and budget planning, and a bounty plan is obtained for the target marketing area according to the standard plan template. The bounty plan is then used with AI technology to effectively evaluate the preliminary rough marketing plan, so as to quickly obtain a marketing plan that fits the marketing area. While the plan preparation efficiency is high, the plan formulation threshold is effectively lowered, and the formulation cost of the marketing plan is further reduced. BRIEF DESCRIPTION OF THE DRAWINGS

[0030] Figure 1 It is a system principle block diagram of the present invention;

[0031] Figure 2 It is a system principle block diagram of the information input module of the present invention;

[0032] Figure 3 This is a system principle block diagram of the integrated module of the solution of the present invention;

[0033] Figure 4 This is a system principle block diagram of the reward collection module of the present invention;

[0034] Figure 5 This is a system principle block diagram of the strategy comparison output module of the present invention.

[0035] In the figure:

[0036] 1. Enterprise marketing planning auxiliary platform;

[0037] 2. Information input module; 201. Target input unit; 202. Expected input unit; 203. Budget input unit;

[0038] 3. Solution integration module; 301. Modular analysis unit; 302. Template generation unit; 303. Information storage unit;

[0039] 4. Reward collection module; 401. Template distribution unit; 402. Data integration unit; 403. Output comparison unit;

[0040] 5. Strategy comparison output module; 501. Solution index unit; 502. AI screening unit; 503. Bounty correction unit. DETAILED DESCRIPTION

[0041] The technical solutions in the embodiments of the present invention will be described clearly and completely below in conjunction with the accompanying drawings in the embodiments of the present invention.

[0042] See also Figure 1-5 , the embodiment of the present invention provides the following technical solutions:

[0043] Embodiment 1: A system for formulating enterprise marketing planning schemes, including an enterprise marketing planning auxiliary platform 1 consisting of an information input module 2, a scheme integration module 3 and a strategy comparison output module 5. In order to obtain practical and effective marketing planning reference materials, the scheme integration module 3 includes a modular analysis unit 301, a template generation unit 302 and an information storage unit 303. The modular analysis unit 301 is used to obtain different types of planned marketing schemes that have been completed in the past from the cloud as accumulated schemes.

[0044] The modular analysis unit 301 is connected to the template generation unit 302. The template generation unit 302 is used to formulate a standard plan template, wherein the standard plan template includes a marketing purpose section, a target audience section, a market analysis and competitor section, a marketing strategy section, an implementation plan section, an expected effect section, a budget planning section, and a risk and response measures section, and the accumulated files are converted according to the standard plan template to generate a historical plan.

[0045] The template generation unit 302 is connected to the information storage unit 303, and the information storage unit 303 is used to store a number of historical solutions and establish a cloud solution library.

[0046] As a preferred solution, in order to achieve rapid formulation of corporate marketing plans, the information input module 2 includes a target input unit 201, an expectation input unit 202 and a budget input unit 203. The target input unit 201 is used for users to fill in marketing purpose related information and marketing area information in the marketing purpose section of the standard plan template, the expectation input unit 202 is used for users to fill in expected effect related information in the expected effect section of the standard plan template, and the budget input unit 203 is used for users to fill in budget planning related information in the budget planning section of the standard plan template to obtain a user marketing template. At this time, the user marketing template has been filled in with basic information including user purposes and pre-selections.

[0047] As a preferred solution, in order to search for solutions that fit the user's marketing template from the cloud solution library and further generate a planning solution, the information input module 2 is connected to the strategy comparison output module 5, and the strategy comparison output module 5 is connected to the solution integration module 3. Specifically, the strategy comparison output module 5 includes a solution index unit 501 and an AI screening unit 502. The solution index unit 501 is connected to the AI ​​screening unit 502. The solution index unit 501 is used to use the marketing purpose-related information, expected effect-related information and budget planning-related information filled in the user marketing template as keywords to screen historical solutions that meet the keywords from the cloud solution library as reference historical solutions. The AI ​​screening unit 502 is used to use AI technology to process data of the reference historical solutions according to different sections to obtain a marketing planning solution.

[0048] Further explanation: the methods of obtaining reference historical plans include:

[0049] Historical plans are screened according to the user's expected effects. After obtaining historical plans that match the expected effects, the historical plans are further screened through user budget planning. Subsequently, the historical plans are finally screened based on the user's marketing objectives.

[0050] In this embodiment, although the marketing plan can be quickly obtained, there is a defect that the marketing area may not be effectively matched.

[0051] Embodiment 2

[0052] As an improvement of the previous embodiment, this embodiment is a system for formulating enterprise marketing plans, and also includes a bounty collection module 4, which is connected to the strategy comparison output module 5. Specifically, the bounty collection module 4 includes a template distribution unit 401 and a data integration unit 402. The template distribution unit 401 is used to distribute user marketing templates to the cloud, and to conduct marketing planning bounties that fit the marketing area information. The template distribution unit 401 is connected to the data integration unit 402. The data integration unit 402 is used to obtain a completely filled user marketing template, and after adding a unique identifier to different user marketing templates, it is used as a bounty plan, and the bounty plan is integrated and stored in blocks to obtain a bounty plan library.

[0053] To further explain, at this time, the bounty plan library is formulated in combination with the marketing area information, and additional rewards can be given to the bounty plan owner based on the bounty plan's contribution to the final formulated marketing plan, so as to further improve the accuracy of the bounty plan formulation and the enthusiasm of the formulators, and the bounty plan library can provide more comprehensive data support for the formulation of marketing plans.

[0054] As a preferred solution, in order to achieve a high degree of matching between the marketing planning scheme and the marketing area, the strategy comparison output module 5 also includes a bounty correction unit 503, and the AI ​​screening unit 502 is connected to the bounty correction unit 503. The bounty correction unit 503 is used to use AI technology to import the bounty scheme library into the rough marketing planning scheme for scheme optimization and generate an enterprise marketing planning scheme.

[0055] Further explanation, in order to judge the contribution of the bounty scheme to the final marketing plan, the bounty correction unit 503 uses AI technology to import the bounty scheme library into the rough marketing plan for scheme optimization, and highlights the optimized part. The bounty collection module 4 also includes an output comparison unit 403, and the output comparison unit 403 is connected to the data integration unit 402. The output comparison unit 403 is used to trace the bounty scheme according to the highlighted mark information and locate the bounty scheme that has contributed, so as to facilitate the positioning of the owner of the bounty scheme.

[0056] To further explain, the reward for the owner of the bounty scheme can be carried out in a sorting manner, that is, the bounty scheme is sorted according to the amount of bytes contributed by the final marketing plan, and a specific reward is given based on the ranking.

[0057] The advantage of the second embodiment over the first embodiment is that it effectively utilizes AI technology to achieve efficient formulation of corporate marketing plans that match marketing areas.

[0058] As an optional embodiment, the method for formulating a marketing plan for an enterprise specifically includes the following steps:

[0059] S1, the modular analysis unit 301 obtains different types of planned marketing plans that have been completed in the past from the cloud as accumulated plans, and formulates a standard plan template including a marketing purpose section, a target audience section, a market analysis and competitor section, a marketing strategy section, an implementation plan section, an expected effect section, a budget planning section, and a risk and response measure section. The template generation unit 302 converts the accumulated files according to the standard plan template to generate a historical plan, and then establishes a cloud plan library according to several historical plans through the information storage unit 303;

[0060] S2. The user fills in the marketing purpose related information and marketing area information into the marketing purpose section of the standard plan template through the target input unit 201, then fills in the expected effect related information into the expected effect section of the standard plan template through the expected input unit 202, and then fills in the budget planning related information into the budget planning section of the standard plan template through the budget input unit 203, and obtains the user marketing template;

[0061] S3. Use the template distribution unit 401 to distribute the user marketing template to the cloud, conduct a marketing plan reward that matches the marketing area information, obtain a fully filled user marketing template, use the data integration unit 402 to add a unique identifier to different user marketing templates, and use it as a reward plan. The reward plan is integrated and stored in blocks to obtain a reward plan library;

[0062] S4. Input the marketing purpose related information, expected effect related information and budget planning related information filled in the user marketing template as keywords into the solution index unit 501, and select the historical solutions that meet the keywords from the cloud solution library as reference historical solutions. The AI ​​screening unit 502 uses AI technology to process the reference historical solutions according to different sections to obtain a rough marketing plan. The bounty correction unit 503 uses AI technology to import the bounty solution library into the rough marketing plan to optimize the solution and generate an enterprise marketing plan.

[0063] As a detailed description, when optimizing the solution in S4, the optimized part is highlighted and marked, so that the output comparison unit 403 can trace the reward solution according to the highlighted mark information and locate the reward solution with contribution.

[0064] As an expansion note, when using AI technology for the above processing, you can use software such as ChatGPT, Wenxin Yiyan, Tongyi Qianwen, etc. for processing.

[0065] It should be noted that, in this article, relational terms such as first and second, etc. are only used to distinguish one entity or operation from another entity or operation, and do not necessarily require or imply any such actual relationship or order between these entities or operations. Moreover, the terms "include", "comprise" or any other variants thereof are intended to cover non-exclusive inclusion, so that a process, method, article or device including a series of elements includes not only those elements, but also other elements not explicitly listed, or also includes elements inherent to such process, method, article or device.

[0066] Although embodiments of the present invention have been shown and described, it will be appreciated by those skilled in the art that various changes, modifications, substitutions and variations may be made to the embodiments without departing from the principles and spirit of the present invention, and that the scope of the present invention is defined by the appended claims and their equivalents.

Claims

1. A system for formulating enterprise marketing planning schemes, comprising an enterprise marketing planning auxiliary platform (1), characterized in that: The enterprise marketing planning auxiliary platform (1) comprises an information input module (2), a solution integration module (3), a reward collection module (4) and a strategy comparison output module (5), wherein the information input module (2) is connected to the strategy comparison output module (5), and the strategy comparison output module (5) is connected to the solution integration module (3) and the reward collection module (4) respectively.

2. According to claim 1, a system for formulating enterprise marketing plans, characterized in that: The solution integration module (3) comprises a modular analysis unit (301), a template generation unit (302) and an information storage unit (303), wherein the modular analysis unit (301) is connected to the template generation unit (302), and the template generation unit (302) is connected to the information storage unit (303).

3. According to claim 2, a system for formulating enterprise marketing plans, characterized in that: The modular analysis unit (301) is used to obtain different types of planned marketing plans that have been completed in the past from the cloud as accumulated plans; The template generation unit (302) is used to formulate a standard plan template, wherein the standard plan template includes a marketing purpose section, a target audience section, a market analysis and competitor section, a marketing strategy section, an implementation plan section, an expected effect section, a budget planning section, and a risk and response measures section, and converts the accumulated files according to the standard plan template to generate a historical plan; The information storage unit (303) is used to store a number of historical solutions and establish a cloud solution library.

4. The enterprise marketing planning scheme formulation system according to claim 3 is characterized by: The information input module (2) comprises a target input unit (201), an expected input unit (202) and a budget input unit (203); The target input unit (201) is used for allowing the user to fill in the marketing target related information and the marketing area information in the marketing target section of the standard plan template; The expected input unit (202) is used for allowing the user to fill in the expected effect related information in the expected effect section of the standard solution template; The budget input unit (203) is used for the user to fill in the budget planning section of the standard plan template with budget planning related information to obtain the user marketing template.

5. The enterprise marketing planning scheme formulation system according to claim 4 is characterized by: The reward collection module (4) comprises a template distribution unit (401) and a data integration unit (402), and the template distribution unit (401) is connected to the data integration unit (402).

6. The enterprise marketing planning scheme formulation system according to claim 5, characterized in that: The template distribution unit (401) is used to distribute the user marketing template to the cloud, and to offer a marketing plan reward that matches the marketing area information; The data integration unit (402) is used to obtain a fully filled user marketing template, add unique identifiers to different user marketing templates, use them as reward schemes, and integrate and store the reward schemes in blocks to obtain a reward scheme library.

7. The enterprise marketing plan formulation system according to claim 6, characterized in that: The strategy comparison output module (5) comprises a scheme index unit (501), an AI screening unit (502) and a reward correction unit (503), wherein the scheme index unit (501) is connected to the AI ​​screening unit (502), and the AI ​​screening unit (502) is connected to the reward correction unit (503).

8. The enterprise marketing planning scheme formulation system according to claim 7 is characterized by: The solution indexing unit (501) is used to use the marketing purpose related information, expected effect related information and budget planning related information filled in the user marketing template as keywords, and to select historical solutions that meet the keywords from the cloud solution library as reference historical solutions; The AI ​​screening unit (502) is used to use AI technology to process data according to different sections of the reference historical plan to obtain a rough marketing plan; The reward correction unit (503) is used to use AI technology to import the reward solution library into the rough marketing plan to optimize the solution, and highlight the optimized part to generate an enterprise marketing plan.

9. The enterprise marketing planning scheme formulation system according to claim 8, characterized in that: The reward collection module (4) further comprises an output comparison unit (403), and the output comparison unit (403) is connected to the data integration unit (402); The output comparison unit (403) is used to trace the source of the reward scheme according to the prominent mark information and locate the reward scheme with contributions.

10. A method for formulating a corporate marketing plan, characterized by: The specific steps include: S1, the modular analysis unit (301) obtains different types of planned marketing plans that have been completed in the past from the cloud as accumulated plans, and formulates a standard plan template including a marketing purpose section, a target audience section, a market analysis and competitor section, a marketing strategy section, an implementation plan section, an expected effect section, a budget planning section, and a risk and response measure section. The template generation unit (302) converts the accumulated files according to the standard plan template to generate a historical plan, and then establishes a cloud plan library according to the several historical plans through the information storage unit (303); S2. The user fills in the marketing purpose related information and the marketing area information into the marketing purpose section of the standard plan template through the target input unit (201), then fills in the expected effect related information into the expected effect section of the standard plan template through the expected input unit (202), and then fills in the budget planning related information into the budget planning section of the standard plan template through the budget input unit (203), thereby obtaining the user marketing template; S3, using the template distribution unit (401) to distribute the user marketing template to the cloud, conduct a marketing plan reward that matches the marketing area information, obtain a fully filled user marketing template, use the data integration unit (402) to add a unique identifier to different user marketing templates, and use it as a reward plan, and store the reward plan in blocks to obtain a reward plan library; S4. The information related to the marketing purpose, expected effect and budget planning filled in the user marketing template is input as keywords into the solution index unit (501), and the historical solutions that meet the keywords are selected from the cloud solution library as reference historical solutions. The AI ​​screening unit (502) uses AI technology to process the reference historical solutions according to different sections to obtain a rough marketing plan. The bounty correction unit (503) uses AI technology to import the bounty solution library into the rough marketing plan to optimize the solution, and highlights the optimized part to generate an enterprise marketing plan.