Outbound management system and method of automatic distribution and label distribution mechanism based on rules

Abstract

The invention provides an outbound management system and method of a rule-based automatic distribution and label distribution mechanism, and the system comprises a student data receiving module which is used for inputting student information and marking corresponding label information for students; the rule setting module is used for setting an automatic distribution rule and establishing a corresponding relation between the label information of the trainee and the sales group; the automatic distribution module is used for reading the label information of the trainees and distributing the trainees to the corresponding sales groups according to the automatic distribution rules in the rule setting module; the label distribution module is used for a manager to manually distribute the students to a proper sales group according to the label information of the students; and the salesman carries out call-out communication according to the students distributed by the system. The system can automatically allocate the students to the appropriate sales groups according to the preset rules, and records the customer information through a label allocation mechanism, thereby improving the efficiency and accuracy of call-out management.

Description

Field of the Invention

[0001] The present invention relates to the technical field of outbound call management, and in particular to an outbound call management system based on rule-based automatic allocation and label allocation mechanisms, which is used to improve sales performance and customer satisfaction. Background Art

[0002] As market competition intensifies, outbound call management has become an important means for companies to improve sales performance and customer satisfaction. However, traditional outbound call management methods often rely on manual task allocation and customer information recording, which has problems such as low efficiency and high error rate. Therefore, the development of an outbound call management system that can automatically allocate tasks and accurately record customer information has become an urgent need for current technological development.

[0003] In the traditional outbound call management process, task allocation and customer information recording mainly rely on manual operations. Although this method meets basic needs to a certain extent, with the expansion of enterprise scale and the increase of business complexity, the shortcomings of manual operation gradually emerge. Specifically, manual task allocation is not only time-consuming and labor-intensive, but also prone to problems such as uneven allocation and repeated allocation, resulting in low sales staff efficiency and poor customer experience. In addition, manual recording of customer information has a high error rate, which can easily lead to inaccurate data and affect subsequent customer follow-up and service quality.

[0004] The workflow of a traditional outbound call management system usually includes several key steps. First, the sales manager or supervisor needs to manually assign outbound call tasks to each salesperson based on daily or weekly task requirements. This process is not only cumbersome but also prone to errors because it needs to consider multiple factors such as the salesperson's workload, the customer's geographical location and preferences. Secondly, after completing each outbound call task, the salesperson needs to manually record the customer's feedback and related information. This link not only increases the salesperson's workload, but also often leads to incomplete or inaccurate records due to human factors, affecting subsequent customer service and sales decisions.

[0005] Therefore, developing an outbound call management system that can automatically assign tasks and accurately record customer information is not only the key to improving sales efficiency and customer satisfaction, but also an important means to enhance corporate competitiveness. By introducing automation technology, manual operations can be greatly reduced, the accuracy and efficiency of assignments can be improved, the error rate can be reduced, and the work results of the sales team can be optimized, thus bringing better economic benefits and customer satisfaction to the company. Summary of the invention

[0006] The present invention provides an outbound call management system and method based on rule-based automatic allocation and label allocation mechanism, the system includes a trainee data receiving module, a rule setting module, an automatic allocation module and a label allocation module. The system can automatically allocate trainees to appropriate sales groups according to preset rules, and record customer information through the label allocation mechanism, thereby improving the efficiency and accuracy of outbound call management.

[0007] To achieve the above-mentioned purpose, the technical solution adopted by the present invention is: on the one hand, the present invention provides an outbound call management system based on rule-based automatic allocation and label allocation mechanism, the outbound call management system comprising:

[0008] The student data receiving module is used to input student information and add corresponding label information to the students;

[0009] The rule setting module sets the automatic allocation rules and establishes the corresponding relationship between the trainees’ label information and the sales group;

[0010] The automatic allocation module is used to read the label information of the trainees and allocate the trainees to the corresponding sales groups according to the automatic allocation rules in the rule setting module;

[0011] The label assignment module is used by managers to manually assign trainees to appropriate sales groups based on their label information;

[0012] Outbound communication module, sales staff conduct outbound communication based on the trainees assigned by the system.

[0013] Optionally, in some embodiments of the present invention, the outbound call management system further includes a manual label trainee entry module, which is used for administrators to manually label trainees and enter them into the system.

[0014] Optionally, in some embodiments of the present invention, the administrator can manually enter trainee information in batches; the administrator can manually assign trainees to specific sales personnel.

[0015] Optionally, in some embodiments of the present invention, the trainee's tag information is entered into the system at regular intervals.

[0016] Optionally, in some embodiments of the present invention, the student data receiving module is an online registration form, a CRM system or an e-commerce platform.

[0017] Optionally, in some embodiments of the present invention, the automatic allocation module and the label allocation module evenly allocate trainees to sales groups.

[0018] On the other hand, the present invention also provides an outbound call management method based on any of the above systems, the method comprising the following steps:

[0019] Set up automatic allocation rules and establish the corresponding relationship between the trainees’ label information and the sales group;

[0020] Enter the trainee information and label the trainees accordingly; match the trainees to sales groups according to the automatic allocation rules;

[0021] The manager manually assigns trainees to various sales groups based on the imported trainee label information;

[0022] Sales personnel in the sales group conduct outbound communication based on the trainees assigned by the system.

[0023] Optionally, in some embodiments of the present invention, preset rules are matched according to the trainee's label information, the configured sales group is obtained through the preset rules, and the sales person with the least number of assigned people is determined to assign the trainee to him.

[0024] Optionally, in some embodiments of the present invention, the label information of the trainees is generated according to the user behavior, and a scheduled task is performed every ten minutes to enter the users with corresponding labels into the system.

[0025] Optionally, in some embodiments of the present invention, the system evenly distributes trainees to sales personnel in the sales group on a one-to-one basis. After the distribution is completed, the sales personnel conduct outbound calls for communication.

[0026] The beneficial effects of the present invention are as follows: the present invention provides an outbound call management system and method based on rule-based automatic allocation and label allocation mechanism, which can automatically allocate trainees to appropriate sales groups according to preset rules, and record customer information through the label allocation mechanism, thereby improving the efficiency and accuracy of outbound call management. Specifically, it includes the following aspects:

[0027] (1) By implementing a rule-based automatic allocation and label allocation mechanism, the efficiency of outbound call management is improved, the error rate of manual operation is reduced, and the work effect of the sales team is optimized. At the same time, the flexibility and scalability of the system also provide a strong guarantee for dealing with various complex situations.

[0028] (2) Through the system's automated allocation function, companies can quickly and accurately allocate trainee information to the most suitable salesperson based on preset rules. Specifically, the system will make the best allocation based on a variety of factors, such as the trainee's region, order time, and product type, taking into account the trainee's actual needs and the salesperson's professional capabilities. This allocation method not only improves work efficiency, but also ensures that trainees receive the most appropriate sales service, thereby improving customer satisfaction.

[0029] (3) The labeling allocation mechanism further enhances the flexibility and accuracy of the system. Managers can assign trainees to the most appropriate sales group based on their label information, such as geographic location, purchase history, interests, etc. This refined management method enables each sales group to receive trainees that match their professional capabilities and experience, thereby maximizing the professional expertise of sales staff and improving sales performance.

[0030] (4) In addition, in some special cases, manual assignment also provides the necessary flexibility. Managers or sales staff can manually assign trainees to specific sales staff based on actual needs. This method ensures that the system can still operate efficiently and meet the personalized needs of customers when dealing with complex and special situations.

[0031] (5) In summary, by introducing the rule-based automatic allocation and label allocation mechanism, the system has demonstrated significant advantages in improving outbound call management efficiency, reducing error rates, and optimizing the work performance of the sales team. The flexibility and scalability of the system provide a strong guarantee for dealing with various complex situations, enabling the company to achieve significant results in improving sales performance and customer satisfaction. BRIEF DESCRIPTION OF THE DRAWINGS

[0032] Figure 1 It is a schematic diagram of the outbound call management system of the rule-based automatic allocation and label allocation mechanism described in the present invention.

[0033] Figure 2 It is a flow chart of a method for implementing the outbound call management system based on rule-based automatic allocation and label allocation mechanism described in the present invention. DETAILED DESCRIPTION

[0034] The embodiments of the present invention are described in detail below with reference to the accompanying drawings.

[0035] like Figure 1 FIG. 1 is a schematic diagram of an outbound call management system based on rule-based automatic allocation and label allocation mechanism according to the present invention. Figure 2 Shown is a flow chart of the implementation method of the outbound call management system based on the rule-based automatic allocation and label allocation mechanism described in the present invention. The flow chart shows the process of entering student labels, setting allocation rules, automatically and manually allocating students to sales groups, and the final outbound call communication steps.

[0036] Specifically, the outbound call management system of the present invention with rule-based automatic allocation and label allocation mechanism includes:

[0037] The student data receiving module is used to input student information and add corresponding label information to the students;

[0038] The rule setting module sets the automatic allocation rules and establishes the corresponding relationship between the trainees’ label information and the sales group;

[0039] The automatic allocation module is used to read the label information of the trainees and allocate the trainees to the corresponding sales groups according to the automatic allocation rules in the rule setting module;

[0040] The label assignment module is used by managers to manually assign trainees to appropriate sales groups based on their label information;

[0041] Outbound communication module, sales staff conduct outbound communication based on the trainees assigned by the system.

[0042] Specifically, the implementation scheme of the outbound call management system implementation method based on rule-based automatic allocation and label allocation mechanism of the present invention is as follows:

[0043] (1) Set up automatic allocation rules and establish the corresponding relationship between the trainee’s label information and the sales group;

[0044] Specifically, the rule setting module allows users to set allocation rules based on business needs, including geographic location, purchase history, etc. Figure 2 The process of setting automatic allocation rules and matching sales groups according to the rules is shown in Figure 2.

[0045] (2) Match the trainee to a sales group based on automatic allocation rules;

[0046] Specifically, the automatic allocation module can automatically allocate trainees to the most suitable sales group according to the rules in the rule setting module. Figure 2 The automatic allocation rule setting and the automatic matching and allocation process after student entry are demonstrated.

[0047] (3) Enter student information and label the students accordingly;

[0048] Specifically, the label assignment module is used to record customer information and assign corresponding labels to trainees to facilitate follow-up and data analysis. Figure 2 The process of manually entering labeled trainees and assigning sales groups by label is shown in the figure.

[0049] (4) The manager manually assigns trainees to sales groups based on the imported trainee tag information;

[0050] Specifically, the system supports manual single student allocation and batch student entry, and makes corresponding allocations. Figure 2 The process of manual batch student entry and manual individual student assignment is shown in.

[0051] (5) Sales personnel in the sales team make outbound calls based on the trainees assigned by the system.

[0052] The system includes an outbound communication module, and sales staff can make outbound calls based on the trainees assigned by the system. Figure 2 The final steps of sales outbound communication are shown in Figure 2.

[0053] Preferably, preset rules are matched according to the label information of the trainee, the configured sales group is obtained through the preset rules, and the salesperson with the least number of assigned people is determined to assign the trainee to him.

[0054] Preferably, the label information of the trainees is generated according to the user behavior, and the scheduled task is performed every ten minutes to enter the users with corresponding labels into the system.

[0055] Preferably, the system evenly distributes the trainees to the sales staff of the sales group on a one-to-one basis. After the distribution is completed, the sales staff conducts outbound calls for communication.

[0056] Specifically, the implementation method of the outbound call management system based on the rule-based automatic allocation and label allocation mechanism of the present invention is described in detail as follows:

[0057] (1) Automatic allocation rule setting: The system first sets the automatic allocation rules to determine the rules and conditions for automatically allocating students. These rules and conditions can be flexibly adjusted according to the business needs and actual situation of the enterprise to ensure the accuracy and rationality of the allocation.

[0058] (2) Scheduled label entry of students: The label information of students is generated according to user behavior (such as purchasing a certain product). The scheduled task is to enter the corresponding label users into the system every ten minutes. This step ensures the real-time and accuracy of system data and lays the foundation for subsequent automatic allocation. The entry of student label information can be completed through various channels, such as online registration forms, CRM systems, e-commerce platforms, etc.

[0059] (3) Processing after student entry: After the student is entered into the system, the sales group is matched according to the automatic allocation rules. The system will analyze the student data, perform matching calculations according to the preset allocation rules, and then assign the student to the most appropriate sales group. This process is fully automated and does not require human intervention, which greatly improves the efficiency and accuracy of allocation.

[0060] (4) Evenly distribute to sales teams: The system evenly distributes trainees to sales staff in the sales team. After the distribution is completed, the sales staff will make outbound calls for communication. In this process, the system will comprehensively consider the workload and professional ability of the sales staff to ensure the fairness and rationality of the distribution. After receiving the information of the assigned trainees, the sales staff can make outbound calls for communication based on the specific situation of the trainees and provide professional product recommendations and purchase suggestions.

[0061] (5) Manual labeling of students: Administrators can manually label students and enter them into the system. In some special cases, such as special labels that the system cannot recognize or students who need special attention, administrators can manually label students and enter them into the system for subsequent manual assignment.

[0062] (6) Manually assign sales groups by label: Trainees are assigned to corresponding sales groups based on manually assigned labels. This approach gives managers greater flexibility and control, ensuring that each sales group receives trainees that match their professional capabilities and experience.

[0063] (7) Manual batch entry of student information: In some cases, administrators can manually enter student information in batches. For example, when conducting large-scale marketing activities or promotions, it may be necessary to enter a large amount of student information at one time. In this case, the system supports manual batch entry of student information to improve work efficiency.

[0064] (8) Manually assign individual trainees to designated sales: For special trainees, managers can manually assign them to specific sales staff. For example, for VIP customers or trainees with special needs, managers can manually assign them to the most appropriate sales staff to ensure that customers receive the best service experience.

[0065] (9) Sales outbound communication: Regardless of whether the assignment is automatic or manual, the sales staff will ultimately conduct outbound communication. During the outbound communication process, the sales staff can conduct targeted communication and services based on the trainee information provided by the system, thereby improving customer satisfaction and sales performance.

[0066] Through the above steps, the system achieves efficient and accurate allocation and management of trainees, improving sales performance and customer satisfaction.

[0067] The outbound call management system based on rule-based automatic allocation and label allocation mechanism and its implementation method described in the present invention can achieve the following technical effects:

[0068] a. Automatic system allocation function: The system automatically allocates trainees to corresponding sales groups based on preset customized rules. These rules take into account multiple factors such as the trainee's region, order time, product type, etc. For example, trainees from a specific region will be assigned to a sales group that has a deep understanding of the region to better meet the trainee's needs.

[0069] b. Label allocation mechanism: Managers can manually allocate trainees to sales groups based on the imported trainee label information. This method gives managers more refined management methods to ensure that each sales group receives trainees that match their professional capabilities and experience.

[0070] c. Manual assignment: In special circumstances, managers or sales staff can manually assign trainees to specific sales staff based on actual needs, increasing the flexibility and adaptability of the system.

[0071] Example

[0072] In one embodiment, the system has a central processing unit including a student data receiving module, a rule setting module, an automatic allocation module and a label allocation module, which is used to receive student data and allocate according to preset rules. The allocation algorithm can match the preset rules according to the student's label information (such as geographic location, purchase history, etc.), obtain the configured sales group through the preset rules, and determine the sales with the least number of people allocated, and allocate the student to him.

[0073] On the one hand, allocation is based on rules.

[0074] Specifically, in the embodiment of the present invention, the rule-based allocation method is summarized as follows: the correspondence between the trainees and the sales groups is determined by preset rules and conditions. Specifically, the system will formulate a series of allocation rules according to business needs and actual conditions, such as the geographical location, purchase history, demand type, etc. of the trainees.

[0075] On the other hand, setting rules and enforcing them

[0076] Specifically, in the embodiment of the present invention, the method of rule setting and execution is summarized as follows:

[0077] (1) Rule setting: Based on business needs and actual conditions, a series of allocation rules are formulated, such as the trainee's geographic location, purchase history, demand type, etc. The rule setting process needs to consider multiple factors to ensure the accuracy and rationality of the allocation. For example, some sales groups may have a deeper understanding of the market in a specific region, so trainees from that region can be assigned to these sales groups first. For another example, based on the trainee's purchase history, their preference for certain products or services can be judged, so that they can be assigned to sales groups with corresponding product knowledge and sales experience.

[0078] (2) Rule execution: When new student data enters the system, the system will match and allocate according to the preset rules. Specifically, the system will analyze the data of each student, match the preset rules according to the student's tag information (such as geographic location, purchase history, etc.), obtain the configured sales group through the preset rules, and determine the sales with the least number of people assigned, and assign the student to him. This process is fully automated and does not require human intervention, which greatly improves the efficiency and accuracy of allocation.

[0079] According to the outbound call management system and implementation method thereof based on the rule-based automatic allocation and label allocation mechanism of the embodiment of the present invention, the e-commerce platform can allocate students according to the purchase history of the students and the expertise of the sales team. For example, when an e-commerce platform sells household goods, it can allocate students who have the intention to buy household goods to the sales team specializing in the sale of household goods according to the purchase history of the students. In this way, students can not only get more professional product recommendations and purchase suggestions, but sales staff can also give full play to their professional expertise to improve sales performance and customer satisfaction.

[0080] It should be noted that the technical field involved in the present invention is broad and is not only applicable to the allocation of students on e-commerce platforms, but also to other scenarios that require automatic allocation and recording of customer information. In addition, the present invention can also be combined with other intelligent algorithms and data analysis technologies to further improve the effect and accuracy of outbound call management.

[0081] Through the above-mentioned rewriting and expansion, the patent application is more in line with the standard format of patent applications, and describes in detail the technical content, implementation methods and claims of the invention, providing a solid foundation for subsequent patent applications.

Claims

1. An outbound call management system based on rule-based automatic allocation and label allocation mechanism, characterized in that: The outbound call management system includes: The student data receiving module is used to input student information and add corresponding label information to the students; The rule setting module sets the automatic allocation rules and establishes the corresponding relationship between the trainees’ label information and the sales group; The automatic allocation module is used to read the label information of the trainees and allocate the trainees to the corresponding sales groups according to the automatic allocation rules in the rule setting module; The label assignment module is used by managers to manually assign trainees to appropriate sales groups based on their label information; Outbound communication module, sales staff conduct outbound communication based on the trainees assigned by the system.

2. According to claim 1, an outbound call management system based on rule-based automatic allocation and label allocation mechanism is characterized in that: The outbound call management system also includes a manual label student entry module, which is used by managers to manually label students and enter them into the system.

3. According to claim 2, the outbound call management system based on rule-based automatic allocation and label allocation mechanism is characterized in that: Administrators can manually enter student information in batches; Administrators can manually assign students to specific sales staff.

4. According to claim 1, the outbound call management system based on rule-based automatic allocation and label allocation mechanism is characterized in that: The students' tag information is entered into the system regularly.

5. According to claim 1, the outbound call management system based on rule-based automatic allocation and label allocation mechanism is characterized in that: The student data receiving module is an online registration form, CRM system or e-commerce platform.

6. According to claim 1, the outbound call management system based on rule-based automatic allocation and label allocation mechanism is characterized in that: The automatic assignment module and label assignment module evenly distribute trainees into sales groups.

7. An outbound call management method based on the system according to any one of claims 1 to 6, characterized in that: The steps include: Set up automatic allocation rules and establish the corresponding relationship between the trainees’ label information and the sales group; Enter the trainee information and label the trainees accordingly; match the trainees to sales groups according to the automatic allocation rules; The manager manually assigns trainees to sales groups based on the imported trainee label information; Sales personnel in the sales group conduct outbound communication based on the trainees assigned by the system.

8. The outbound call management method according to claim 7, characterized in that: According to the preset rules matched by the trainee's label information, the configured sales group is obtained through the preset rules, and the salesperson with the least number of assigned people is determined and the trainee is assigned to him.

9. The outbound call management method according to claim 7, characterized in that: The student's label information is generated based on user behavior, and a scheduled task is performed every ten minutes to enter the user with the corresponding label into the system.

10. The outbound call management method according to claim 7, characterized in that: The system will evenly distribute the trainees to the sales staff in the sales group. After the distribution is completed, the sales staff will make outbound calls for communication.

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