A fixed-point operation management method, system, device and storage medium

Abstract

The present invention discloses a method, system, device and storage medium for fixed-point operation management, which mainly relates to the technical field of computer system development. The following steps are as follows: collecting partner, customer and address information, and importing and analyzing it; formulating a fixed-point operation strategy based on the analysis results of the imported information; and auditing and managing the formulated fixed-point operation rate. The beneficial effect of the present invention is that it can achieve efficient management of the entire process, optimize the service layout, and provide customized services.

Description

Technical Field

[0001] The present invention relates to the technical field of computer system development, and in particular to a vertex operation and management method, system, device and storage medium based on a social financial service station. Background Art

[0002] Regional management is a common sales management strategy that aims to divide the market or customer groups into different regions in order to more effectively allocate resources and improve sales efficiency and customer satisfaction.

[0003] Although regional management has been implemented for sales partners' customers, due to unreasonable regional divisions or uneven distribution of sales personnel when implementing regional management, sales personnel may be too focused on the region they are responsible for and neglect the interaction and communication with customers in other regions. In addition, there is a lack of effective customer feedback mechanisms and data analysis tools. As a result, there are still problems such as insufficient customer proximity and low market penetration, high daily operating efficiency and costs, difficulty in evaluating the effectiveness of customer management, and insufficient customer management and personalized service levels.

[0004] Therefore, there is an urgent need for a vertex operation and management method, system, device and storage medium based on a social financial service station to solve the above problems. Summary of the invention

[0005] The purpose of the present invention is to provide a fixed-point operation management method, system, device and storage medium, which can achieve efficient management of the entire process while optimizing the service layout and providing customized services.

[0006] In order to achieve the above object, the present invention is implemented through the following technical solutions:

[0007] On the one hand, a fixed-point operation management method is provided, comprising the following steps:

[0008] S1: Collect, import and analyze partner, customer and address information;

[0009] S2: Based on the analysis results of the imported information, formulate a fixed-point implementation management strategy;

[0010] S3: Audit and manage the established fixed-point operating rates.

[0011] Preferably, in step S1, collecting partner, customer and address information, and importing and analyzing the information includes:

[0012] Partner information import and analysis: Based on the collected partner information, eligible partners are screened and their information is imported into the backend management system. Partner information includes: partner's face photo, identity information, sales performance and behavioral habits;

[0013] Import and analyze customer information: All collected customer information is imported into the system by dividing it into communities. Customer information includes: customer photos, identity information, spending power level, spending habits and personal hobbies;

[0014] Import and analysis of address information: Based on the community, the customer information of the same community is integrated and imported into the system. Big data is used to make a unified analysis of the customer portraits of the same community and label the community.

[0015] Preferably, in step S2, formulating a fixed-point implementation business strategy includes:

[0016] S21: After being assigned to a designated community, partners will be authorized by the community and a partner check-in mechanism will be established;

[0017] S22: Customize or select preset activity templates to quickly generate activity plans, including activity themes, target audiences, and expected results;

[0018] S23: Note and change customer information according to customer habits;

[0019] S24: The system automatically builds customer profiles by collecting basic information, consumption habits, and multi-dimensional data on financial needs of community customers through their participation in activities.

[0020] Preferably, in step S3, the established fixed-point implementation operating rate is audited and managed, including:

[0021] S31: Review the clock-in and activity times in step S2;

[0022] S32: Automatically review all activity information uploaded and automatically collected;

[0023] S33: Establish a points reward mechanism to allocate points to partners based on factors such as activity quality and customer satisfaction.

[0024] On the other hand, a fixed-point operation management system is provided, comprising:

[0025] Data collection module, used to collect partner, customer and address information, import and analyze;

[0026] The module for formulating business strategies is used to: formulate business strategies for specific implementation based on the analysis results of the imported information;

[0027] The audit management module is used to: conduct audit management on the designated fixed-point operating rates.

[0028] On the other hand, a fixed-point operation management device is provided, characterized in that it includes a processor and a memory for storing a computer program, and when the processor executes the computer program, the steps of any one of the methods described above are implemented.

[0029] On the other hand, a computer-readable storage medium is provided, on which a computer program is stored. When the computer program is executed by one or more processors, the steps of any of the above methods are implemented.

[0030] Compared with the prior art, the beneficial effects of the present invention are:

[0031] 1. Through community financial service stations, partners can effectively manage customers in the community in a long-term manner and improve customer stickiness;

[0032] 2. Use management tools to effectively manage partners and promptly avoid the situation where partners are unable to effectively use financial service stations to carry out business activities;

[0033] 3. The present invention improves in-depth customer management by combining community financial service stations and their management tools, which not only improves operational efficiency but also enhances market competitiveness. BRIEF DESCRIPTION OF THE DRAWINGS

[0034] Figure 1 It is a flow chart of the method of the present invention.

[0035] Figure 2 It is a schematic diagram of the system structure of the present invention. DETAILED DESCRIPTION

[0036] The present invention will be further described below in conjunction with specific embodiments. It should be understood that these embodiments are only used to illustrate the present invention and are not intended to limit the scope of the present invention. In addition, it should be understood that after reading the content taught by the present invention, those skilled in the art can make various changes or modifications to the present invention, and these equivalent forms fall within the scope limited by the application equally.

[0037] In the present invention, terms such as "upper", "lower", "left", "right", "front", "back", "vertical", "horizontal", "side", "bottom", etc. indicate directions or positional relationships based on the directions or positional relationships shown in the accompanying drawings. They are relational words determined only for the convenience of describing the structural relationships of the various parts or elements of the present invention, and do not specifically refer to any part or element in the present invention and should not be understood as limitations on the present invention.

[0038] In the present invention, terms such as "fixed connection", "connected", "connection", etc. should be understood in a broad sense, indicating that it can be fixedly connected, integrally connected or detachably connected; it can be directly connected or indirectly connected through an intermediate medium. Relevant scientific research or technical personnel in this field can determine the specific meanings of the above terms in the present invention according to specific circumstances, and they should not be understood as limiting the present invention.

[0039] Example:

[0040] like Figure 1 As shown, this embodiment provides a fixed-point operation management method, including the following steps:

[0041] S1: Collect, import and analyze partner, customer and address information;

[0042] S2: Based on the analysis results of the imported information, formulate a fixed-point implementation management strategy;

[0043] S3: Audit and manage the established fixed-point operating rates.

[0044] Wherein, step S1 is specifically:

[0045] 1. Partner information import: The implementation process starts with the comprehensive integration and standardization of partner information. The administrator will screen the partners who meet the requirements based on the partner information they have and import their information into the backend management system, including but not limited to the partners' facial photos, identity information, sales performance and habits, etc.

[0046] 2. Customer information: All customer information will be imported into the system by dividing it into communities, including but not limited to customer photos, identity information, spending power level, spending habits and personal hobbies;

[0047] 3. Address information: Address information is based on communities. Customer information belonging to the same community is integrated and imported into the system. To facilitate decision-making, big data is used to conduct a unified analysis of customer portraits in the same community and label the community. At the same time, the information of partners is combined to recommend more suitable communities for partners to conduct fixed-point operations.

[0048] Step S2 is specifically:

[0049] 1. Punch card and sign in: After being assigned to a designated community, partners must go to the community within three days for on-site facial recognition and binding authorization. The system will automatically verify the partner information. After successful binding, partners must punch card and sign in at the designated community financial service station at least five times a week;

[0050] 2. Event management: The system provides event planning tools to support partners to customize or select preset event templates based on community characteristics, festivals and other factors, and quickly generate event plans, including event themes, target customer groups, expected results, etc. Customers will automatically undergo facial recognition when entering the venue to accurately record customer information (customer star rating, whether in the database, number of attendances, etc.). When the event starts, the administrator will be automatically notified whether to conduct remote monitoring to ensure that the event is implemented normally and in compliance with regulations. During the event, the system will automatically take photos and record videos through cameras to record event information. After the event, prize questionnaires and voting will be generated to enhance the interactivity of the event, while collecting customer feedback to provide data support for subsequent event operations and management.

[0051] 3. Customer information modification: Partners can note and modify customer information in the system according to their own habits. If customer information in the system database needs to be modified, it must be submitted to the administrator for review;

[0052] 4. Activity upload: After the activity is over, partners need to upload activity photos. The system will automatically generate activity posters and share them with customers. At the same time, the system will automatically review the uploaded activity photos and give warnings if they do not meet the activity requirements;

[0053] 5. Customer portrait: Through the participation of customers in activities, the system collects multi-dimensional data such as basic information, consumption habits, financial needs, etc. of community customers. The system automatically builds customer portraits to help partners understand customer needs more accurately and provide personalized service solutions.

[0054] Step S3 is specifically:

[0055] 1. Check-in and activity frequency review: For partners who check-in less than 5 times and participate in less than one activity per week, the system will issue three warnings. If there is no improvement, the authorization of the community financial service station will be automatically revoked;

[0056] 2. Activity management review: All activity information uploaded by partners and automatically collected will be automatically reviewed. The review criteria are based on pre-set assessment requirements, covering multiple key indicators such as activity participation, influence, customer satisfaction, etc. For activities that fail to meet the established assessment standards, the system will automatically trigger an early warning mechanism, and management personnel can take corresponding measures based on the situation, including but not limited to providing improvement suggestions, extending the observation period, or directly canceling the partner's activity rights at the financial service station;

[0057] 3. Reward mechanism: In order to motivate partners to continuously improve service quality and activity results, the system also introduces a "points reward" mechanism, which allocates points to partners based on factors such as activity quality and customer satisfaction. Points can be used to redeem benefits such as resource support or priority for subsequent activities.

[0058] like Figure 2As shown, this embodiment also provides a fixed-point business management system, including:

[0059] Data collection module, used to collect partner, customer and address information, import and analyze;

[0060] The module for formulating business strategies is used to: formulate business strategies for specific implementation based on the analysis results of the imported information;

[0061] The audit management module is used to: conduct audit management on the designated fixed-point operating rates.

[0062] The present invention also provides a device, comprising:

[0063] at least one processor;

[0064] At least one memory for storing at least one program;

[0065] When the at least one program is executed by at least one processor, the at least one processor implements a fixed-point operation management method.

[0066] The contents of the above method embodiments are all applicable to the present device embodiments. The functions specifically implemented by the present device embodiments are the same as those of the above method embodiments, and the beneficial effects achieved are also the same as those achieved by the above method embodiments.

[0067] In some optional embodiments, the embodiments presented and described in the steps of the present invention are provided by way of example, with the purpose of providing a more comprehensive understanding of the technology. The disclosed method is not limited to the operations and logical flows presented herein. Optional embodiments are contemplated in which the order of various operations is changed and in which sub-operations described as part of a larger operation are performed independently.

[0068] In addition, although the present invention is described in the context of functional modules, it should be understood that, unless otherwise specified to the contrary, one or more of the functions and / or features described may be integrated into a single physical device and / or software module, or one or more functions and / or features may be implemented in a separate physical device or software module. It is also understood that a detailed discussion of the actual implementation of each module is unnecessary for understanding the present invention. More specifically, in view of the properties, functions, and internal relationships of the various functional modules in the device disclosed herein, the actual implementation of the module will be understood within the conventional skills of the engineer. It is also understood that the specific concepts disclosed are merely illustrative and are not intended to limit the scope of the present invention, which is determined by the full scope of the appended claims and their equivalents.

[0069] An embodiment of the present invention further provides a storage medium, wherein the storage medium stores a program, and the program is executed by a processor to complete a fixed-point operation management method.

[0070] It can also be seen that the contents in the above method embodiments are all applicable to the present storage medium embodiments, and the functions and beneficial effects achieved are the same as those in the method embodiments.

[0071] If the functions are implemented in the form of software functional units and sold or used as independent products, they can be stored in a computer-readable storage medium. Based on this understanding, the technical solution of the present invention, or the part that contributes to the prior art or the part of the technical solution, can be embodied in the form of a software product. The computer software product is stored in a storage medium, including several instructions for enabling a computer device (which can be a personal computer, server, or network device, etc.) to perform all or part of the steps of the methods described in each embodiment of the present invention. The aforementioned storage medium includes: U disk, mobile hard disk, read-only memory (ROM, Read-Only Memory), random access memory (RAM, Random Access Memory), disk or optical disk, and other media that can store program codes.

[0072] The logic and / or steps represented in the embodiments or otherwise described herein, for example, can be considered as an ordered list of executable instructions for implementing logical functions, and can 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 combination with these instruction execution systems, devices or apparatuses. For the purpose of this specification, "computer-readable medium" can be any device that can contain, store, communicate, propagate or transmit a program for use by an instruction execution system, device or apparatus, or in combination with these instruction execution systems, devices or apparatuses.

[0073] 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.

[0074] In the description of this specification, the description with reference to the terms "one embodiment", "this embodiment", "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 present invention. 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 may be combined in any one or more embodiments or examples in a suitable manner.

[0075] The above is a specific description of the preferred implementation of the present invention, but the present invention is not limited to the described embodiments. Those skilled in the art may make various equivalent modifications or substitutions without violating the spirit of the present invention. These equivalent modifications or substitutions are all included in the scope defined by the claims of this application.

Claims

1. A fixed-point operation and management method, characterized in that: The following steps are involved: S1: Collect, import and analyze partner, customer and address information; S2: Based on the analysis results of the imported information, formulate a fixed-point implementation management strategy; S3: Audit and manage the established fixed-point operating rates.

2. A fixed-point operation and management method according to claim 1, characterized in that: In step S1, the information of partners, customers and addresses is collected, imported and analyzed, including: Partner information import and analysis: Based on the collected partner information, eligible partners are screened and their information is imported into the backend management system. Partner information includes: partner's face photo, identity information, sales performance and behavioral habits; Import and analyze customer information: All collected customer information is imported into the system by dividing it into communities. Customer information includes: customer photos, identity information, spending power level, spending habits and personal hobbies; Import and analysis of address information: Based on the community, the customer information of the same community is integrated and imported into the system. Big data is used to make a unified analysis of the customer portraits of the same community and label the community.

3. A fixed-point operation and management method according to claim 2, characterized in that: In step S2, a fixed-point implementation business strategy is formulated, including: S21: After being assigned to a designated community, partners will be authorized by the community and a partner check-in mechanism will be established; S22: Customize or select preset activity templates to quickly generate activity plans, including activity themes, target audiences, and expected results; S23: Note and change customer information according to customer habits; S24: The system automatically builds customer profiles by collecting basic information, consumption habits, and multi-dimensional data on financial needs of community customers through their participation in activities.

4. A fixed-point operation and management method according to claim 3, characterized in that: In step S3, the established fixed-point operation rate is audited and managed, including: S31: Review the clock-in and activity times in step S2; S32: Automatically review all activity information uploaded and automatically collected; S33: Establish a points reward mechanism to allocate points to partners based on factors such as activity quality and customer satisfaction.

5. A fixed-point operation management system, characterized in that: include: Data collection module, used to collect partner, customer and address information, import and analyze; The module for formulating business strategies is used to: formulate business strategies for specific implementation based on the analysis results of the imported information; The audit management module is used to: conduct audit management on the designated fixed-point operating rates.

6. A fixed-point operation and management device, characterized in that: The method comprises a processor and a memory for storing a computer program, wherein when the processor executes the computer program, the steps of the method according to any one of claims 1 to 4 are implemented.

7. A computer-readable storage medium, characterized in that: The computer-readable storage medium stores a computer program, and when the computer program is executed by one or more processors, the steps of the method according to any one of claims 1 to 4 are implemented.

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