Method and device for allocating sales leads

By dividing lead pools in the sales system and automatically allocating leads, the problem of lack of automation and refinement of lead allocation in the existing system is solved, and the efficiency and effectiveness of lead conversion are improved.

CN119740764APending Publication Date: 2025-04-01BEIJING JINGDONG QIANSHITECHNOLOGY CO LTD
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Patent Information

Application Number
CN202311232080.9
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2023-09-22
Publication Date
2025-04-01

AI Technical Summary

Technical Problem

The existing sales system lacks in-depth exploration of the relationship between customer lead characteristics, sales personnel characteristics and conversion rates, resulting in the manual distribution method, lack of automation and refined management, which affects the effective conversion rate of clues.

Method used

By responding to lead messages, divide lead pools according to sales lines, and obtain unassigned lead messages from each lead pool regularly and send them to sales personnel who meet the criteria. At the same time, we regularly check whether the assigned clues are processed in time, and the clues that have not been processed in time return to the high sea pool and wait for the administrator to handle them.

Benefits of technology

The automation and refined management of clues is realized, the efficiency of clue conversion is improved, and the effective allocation and processing of clues is ensured.

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Abstract

The embodiments of the present disclosure disclose a method and device for allocating sales leads. The specific implementation of the method includes: in response to receiving a lead message, dividing the lead message into a corresponding lead pool according to the sales line of the lead message, wherein the lead message includes: sales line; regularly obtaining unallocated lead messages from each lead pool; sending the unallocated lead messages to qualified sales personnel; regularly detecting whether the allocated lead messages are processed in time; returning the unallocated lead messages to the public sea pool to wait for the administrator to process. This implementation can improve the efficiency of lead conversion and realize automatic allocation.
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