Clue processing method and device

During the clue conversion process, the corresponding conversion operations are found and performed according to the reasons for the clue discarding, which solves the problems of low clue conversion rate and excessive storage space utilization, and achieves efficient clue conversion and resource conservation.

CN119917535APending Publication Date: 2025-05-02BEIJING JINGDONG QIANSHITECHNOLOGY CO LTD
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Patent Information

Application Number
CN202311419440.6
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2023-10-30
Publication Date
2025-05-02

AI Technical Summary

Technical Problem

In the prior art, high-value clues cannot be effectively utilized during the clue conversion process, resulting in low conversion rate and excessive storage space utilization.

Method used

By obtaining clues and their abandonment reasons from the abandoned clue set, based on the correspondence between the preset abandonment reasons and the conversion operation, find and execute the corresponding conversion operations, realize the secondary conversion of the clues, and update the clue status.

Benefits of technology

It improves the secondary conversion efficiency of abandoned clues, saves labor costs, avoids unnecessary storage space, and improves clue conversion rate.

✦ Generated by Eureka AI based on patent content.

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Abstract

The embodiment of the invention discloses a clue processing method and device. A specific embodiment of the method comprises the following steps: acquiring clues and discarding reasons corresponding to the clues from a discarding clue set; according to a preset corresponding relation between the discarding reason and a conversion operation, the conversion operation corresponding to the obtained discarding reason is searched, the searched conversion operation is executed on the clue, a conversion result is obtained, and the conversion operation is used for converting the clue; and in response to determining that the conversion result shows that the conversion is successful, deleting the clues from the discarded clue set, and updating the state of the clues to be converted. According to the embodiment, the treatment efficiency and the conversion rate of the waste clues can be improved.
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Description

Technical Field

[0001] Embodiments of the present disclosure relate to the field of computer technology, and in particular to a method and device for converting leads. Background Art

[0002] Leads are one of the most valuable information in the fields of e-commerce, sales, and communication. Through lead conversion, it is possible to achieve cooperation with customers, sales of goods, etc. to generate value. In the prior art, relevant personnel collect and report leads, and then assign corresponding processing personnel to each lead for conversion. For processing personnel, according to the actual conversion situation, lead abandonment requests can be submitted for some leads that cannot be converted or difficult to convert. The accumulation of too many abandoned leads will not only take up storage space, but also consider that each lead may cost a lot to mine, and each lead may have a large potential conversion value. If the leads are abandoned directly by relevant processing personnel, some high-value leads may be abandoned, which will also affect the lead conversion rate and subsequent data analysis. Summary of the invention

[0003] The embodiments of the present disclosure provide a method and device for converting leads.

[0004] In a first aspect, an embodiment of the present disclosure provides a clue processing method, the method comprising: obtaining clues and abandonment reasons corresponding to the clues from a set of abandoned clues; searching for conversion operations corresponding to the obtained abandonment reasons according to the correspondence between preset abandonment reasons and conversion operations, and executing the found conversion operations on the clues to obtain conversion results, wherein the conversion operations are used to convert the clues; in response to determining that the conversion results indicate successful conversion, deleting the clues from the set of abandoned clues, and updating the status of the clues to converted.

[0005] In a second aspect, an embodiment of the present disclosure provides a clue processing device, which includes: an acquisition unit, configured to acquire clues and abandonment reasons corresponding to the clues from a set of abandoned clues; a conversion unit, configured to search for conversion operations corresponding to the acquired abandonment reasons according to a correspondence between preset abandonment reasons and conversion operations, and to execute the found conversion operations on the clues to obtain conversion results, wherein the conversion operations are used to convert the clues; an update unit, configured to delete the clues from the set of abandoned clues in response to determining that the conversion results indicate successful conversion, and to update the status of the clues to converted.

[0006] In a third aspect, an embodiment of the present disclosure provides an electronic device, comprising: one or more processors; a storage device for storing one or more programs; when the one or more programs are executed by one or more processors, the one or more processors implement the method described in any implementation manner in the first aspect.

[0007] In a fourth aspect, an embodiment of the present disclosure provides a computer-readable medium having a computer program stored thereon, which, when executed by a processor, implements the method described in any implementation manner in the first aspect.

[0008] The clue processing method and device provided by the embodiments of the present disclosure directly query the correspondence between the preset abandonment reason and the conversion operation for the abandoned clue in the abandoned clue set according to the abandonment reason of the abandoned clue, determine the conversion operation corresponding to the abandoned clue and execute it to obtain the conversion result of the secondary conversion of the abandoned clue, thereby avoiding the process of verification by relevant personnel, improving the efficiency of the secondary conversion of the abandoned clues, saving labor costs, and determining the final status of the clues in the abandoned clue set through secondary conversion and deleting them from the abandoned clue set, thereby avoiding unnecessary storage space occupation. BRIEF DESCRIPTION OF THE DRAWINGS

[0009] Other features, objects and advantages of the present disclosure will become more apparent from the detailed description of non-limiting embodiments made with reference to the following drawings:

[0010] Figure 1 is an exemplary system architecture diagram in which an embodiment of the present disclosure may be applied;

[0011] Figure 2 is a flow chart of an embodiment of a clue processing method according to the present disclosure;

[0012] Figure 3a It is a schematic diagram of the method for determining the competence value of the personnel to be assigned;

[0013] Figure 3b It is a diagram of the reasons for abandoning leads and the corresponding conversion actions;

[0014] Figure 4 It is a schematic diagram of the overall process of clue processing;

[0015] Figure 5 is a structural schematic diagram of an embodiment of a clue processing device according to the present disclosure;

[0016] Figure 6 It is a schematic diagram of the structure of an electronic device suitable for implementing the embodiments of the present disclosure. DETAILED DESCRIPTION

[0017] The present disclosure is further described in detail below in conjunction with the accompanying drawings and embodiments. It is understood that the specific embodiments described herein are only used to explain the relevant invention, rather than to limit the invention. It is also necessary to explain that, for ease of description, only the relevant parts are shown in the accompanying drawings.

[0018] It should be noted that in the technical solution of the present invention, the collection / collection, update, analysis, use, transmission, storage and other aspects of user personal information involved are in compliance with the provisions of relevant laws and regulations, are used for legal and reasonable purposes, are not shared, leaked or sold outside of these legal uses, and are subject to supervision and management by national regulatory authorities. Necessary measures should be taken for user personal information to selectively block the use or access to personal information data to prevent illegal access to such personal information data, ensure that persons who have access to personal information data comply with the provisions of relevant laws and regulations, and ensure the security of user personal information. In addition, once these user personal information data are no longer needed, the risks should be minimized by limiting or even prohibiting data collection and / or deleting data.

[0019] It should be noted that, in the absence of conflict, the embodiments and features in the embodiments of the present disclosure may be combined with each other. The present disclosure will be described in detail below with reference to the accompanying drawings and in combination with the embodiments.

[0020] Figure 1 An exemplary architecture 100 is shown to which an embodiment of the thread conversion method or thread apparatus of the present disclosure may be applied.

[0021] like Figure 1 As shown, the system architecture 100 may include terminal devices 101, 102, 103, a network 104 and a server 105. The network 104 is used to provide a medium for communication links between the terminal devices 101, 102, 103 and the server 105. The network 104 may include various connection types, such as wired, wireless communication links or optical fiber cables, etc.

[0022] The terminal devices 101, 102, 103 interact with the server 105 via the network 104 to receive or send messages, etc. Various client applications may be installed on the terminal devices 101, 102, 103, such as browser applications, shopping applications, search applications, lead processing applications, etc.

[0023] Terminal devices 101, 102, 103 can be hardware or software. When terminal devices 101, 102, 103 are hardware, they can be various electronic devices, including but not limited to smart phones, tablet computers, e-book readers, laptop portable computers and desktop computers, etc. When terminal devices 101, 102, 103 are software, they can be installed in the electronic devices listed above. It can be implemented as multiple software or software modules (for example, multiple software or software modules for providing distributed services), or it can be implemented as a single software or software module. No specific limitation is made here.

[0024] The server 105 may be a server that provides various services, such as a backend server that provides various services for client applications installed on the terminal devices 101, 102, and 103. The server 105 may receive a request for discarding a clue submitted by a relevant person through the terminal devices 101, 102, and 103, obtain a discarding reason for the clue, and perform a corresponding conversion operation according to the discarding reason to update the status of the clue.

[0025] It should be noted that the above-mentioned request for discarding clues can also be submitted by relevant personnel directly through the storage server 105. In this case, the terminal devices 101, 102, 103 and the network 104 may not exist.

[0026] It should be noted that the clue processing method provided in the embodiments of the present disclosure is generally executed by the server 105 , and accordingly, the clue processing device is generally disposed in the server 105 .

[0027] It should also be noted that a clue processing application may also be installed in the terminal devices 101, 102, 103, and the terminal devices 101, 102, 103 may also perform operations such as conversion and status update on clues based on the clue processing application. In this case, the clue processing method may also be executed by the terminal devices 101, 102, 103, and accordingly, the clue processing device may also be set in the terminal devices 101, 102, 103. In this case, the exemplary system architecture 100 may not have the server 105 and the network 104.

[0028] It should be noted that the server 105 can be hardware or software. When the server 105 is hardware, it can be implemented as a distributed server cluster consisting of multiple servers, or it can be implemented as a single server. When the server 105 is software, it can be implemented as multiple software or software modules (for example, multiple software or software modules for providing distributed services), or it can be implemented as a single software or software module. No specific limitation is made here.

[0029] It should be understood that Figure 1 The number of terminal devices, networks and servers in the embodiment is only for illustration. Any number of terminal devices, networks and servers may be provided according to implementation requirements.

[0030] Continue to refer Figure 2 , which shows a process 200 of an embodiment of a clue processing method according to the present disclosure. The clue processing method comprises the following steps:

[0031] Step 201: Obtain clues and corresponding abandonment reasons of the clues from the abandoned clue set.

[0032] In this embodiment, the abandoned lead set may include abandoned leads. Leads may refer to leads in various fields such as e-commerce and sales. Generally, after a lead fails to be converted or is not processed for a long time, the status of the lead will be updated to abandoned and stored in the abandoned lead set. For example, after a lead fails to be converted for the first time, the relevant processing personnel of the lead can submit a request for abandoning the lead using the terminal device used by the lead, so that the status of the lead is updated to abandoned and stored in the abandoned lead set.

[0033] When obtaining the corresponding clue from the discarded clue set, the discarding reason of the clue can also be obtained. The discarding reason of the clue can indicate the reason why the relevant processing personnel discarded the clue.

[0034] Specifically, various methods can be flexibly adopted to obtain the abandonment reason of the clue according to the actual scenario. For example, when the relevant processing personnel submit a request for abandoning the clue, they can carry the abandonment reason of the clue in the request. In this case, the abandonment reason can be directly obtained from the request. For another example, the corresponding abandonment reason can be obtained from the relevant files of the clue. For another example, the abandonment reason of each clue in the abandoned clue set can be marked. In this case, the abandonment reason of the specified clue can be obtained from the abandoned clue set.

[0035] Step 202: According to the preset correspondence between the abandonment reason and the conversion operation, the conversion operation corresponding to the acquired abandonment reason is searched, and the found conversion operation is executed on the clue to obtain the conversion result.

[0036] In this embodiment, the conversion operation is generally used to convert the leads to generate value. Specifically, the corresponding relationship between the abandonment reason of the lead and the conversion operation can be pre-set by relevant technical personnel. For example, various abandonment reasons of the lead and the corresponding conversion operation of each abandonment reason can be determined based on historical experience or based on the statistical analysis results of historical lead data. At this time, the corresponding conversion operation can be first searched according to the abandonment reason of the lead through the corresponding relationship, and then the conversion operation can be executed to obtain the conversion result.

[0037] Step 203: In response to determining that the conversion result indicates a successful conversion, the lead is deleted from the abandoned lead set, and the status of the lead is updated to converted.

[0038] In this embodiment, if the lead is successfully converted to generate relevant value through the conversion operation, it means that the conversion is successful. Generally, the status of the lead can be continuously updated by the relevant processing personnel of the lead during the processing process, or the update of the lead status can be automatically controlled by using a preset program. For example, the status of the lead can be recorded in a specified file, and in this case, the status of the lead can be updated by editing the file. Among them, the status of the lead can indicate the processing process of the current lead. For example, the status of the lead includes but is not limited to: submitted, converting, converted, abandoned, etc.

[0039] After the lead is successfully converted, the lead can be deleted from the abandoned lead set, and the status of the lead can be updated from abandoned to converted.

[0040] Correspondingly, in response to determining that the conversion result indicates a conversion failure, the lead may be deleted from the abandoned lead set, and the status of the lead may be updated to abandoned.

[0041] After the lead conversion fails, it can be determined that the lead is basically difficult to be successfully converted, so the lead can also be deleted from the abandoned lead set to avoid unnecessary storage space occupation.

[0042] In actual applications, there may be situations where leads are abandoned due to personal reasons of relevant processing personnel (such as processing costs, etc.), or leads are abandoned due to inability to assign corresponding processing personnel. Therefore, by secondary conversion of abandoned leads, some situations where high-value leads are lost can be avoided, thereby improving the lead conversion rate. Moreover, in the secondary conversion process, by using the correspondence between the preset abandonment reasons and conversion operations of the leads, the corresponding conversion operations can be directly found according to the abandonment reasons of the abandoned leads, which can improve the processing efficiency of abandoned leads and save the cost of manual processing. At the same time, through the secondary conversion of abandoned leads, it can be determined whether each lead in the abandoned lead set is still convertible or not, so that the final state of the lead is updated after processing and deleted from the abandoned lead set, avoiding the abandoned lead set from occupying unnecessary storage space.

[0043] In some optional implementations of this embodiment, in response to receiving a clue assignment request, the capability value of each person to be assigned is obtained, and based on the capability value of the person to be assigned, a person to be assigned is selected to handle the clue.

[0044] The lead allocation request is used to request the allocation of personnel to handle leads. The capability value of the personnel to be allocated is used to indicate the processing capability of the personnel to be allocated for leads, that is, the capability to convert leads. The capability value of each person to be allocated includes at least one of the following: risk control capability value, transaction capability value, user feedback capability value, and innovation capability value.

[0045] Among them, the risk control capability value can be used to represent the risk control capability of the person to be assigned. The transaction capability value can be used to represent the ability of the person to be assigned to execute transactions. The user feedback capability value can represent the capability value determined based on the user's feedback information on the person to be assigned. The innovation capability value can represent the innovation capability of the person to be assigned.

[0046] Specifically, the capability values ​​of the personnel to be assigned can be determined by various methods, which can be flexibly set according to the actual application scenario. Figure 3a As an example, it shows a schematic diagram of a method for determining the capability value of personnel to be assigned.

[0047] like Figure 3a As shown, taking sales leads as an example, for the risk control capability value, the identification (ERP) and corresponding deduction points of each person to be assigned can be stored in the form of KEY-VALUE in advance, and redis can be used to store the risk control capability value (i.e., risk control data). When the person to be assigned is deducted points, the risk control capability value can be updated according to the predetermined rules. Among them, the predetermined rules can be pre-set by relevant personnel. For example, Figure 3a As shown in , if there is no deduction, the risk control capability value is increased. If the deduction is less than the preset threshold, the risk control capability value can be reduced, and the degree of deduction is negatively correlated with the degree of reduction in the risk control capability value. If the deduction is the preset threshold, the risk control capability value can be controlled to remain unchanged. If the deduction is greater than the preset threshold, the risk control capability value can be controlled to decrease by a preset value. The deduction of the personnel to be assigned can be flexibly set according to the actual application scenario. For example, it can be determined whether to deduct points based on the work performance of the personnel to be assigned in a specified time period, and the specific points to be deducted when deducting points.

[0048] For the transaction capability value, the lead conversion rate and business opportunity signing rate of the designated industry in each battle zone can be pre-stated every year (or every quarter or every month). Among them, the lead conversion rate can be determined according to the quotient of the number of converted leads and the total number of leads held. The business opportunity signing rate can be determined according to the quotient of the number of contracts and the total number of business opportunities. Then, each person to be assigned can be ranked according to the lead conversion rate and the business opportunity signing rate, and the specific ranking method can be flexibly set. For example, ranking is based on the average or weighted average of the lead conversion rate and the business opportunity signing rate. For the personnel to be assigned in different ranking intervals, the transaction capability value is increased to different degrees. Generally, the ranking is positively correlated with the degree of increase in the transaction capability value. At the same time, for the personnel to be assigned after the specified ranking, their transaction capability value can be kept unchanged.

[0049] For the user feedback capability value, redis or the like can be used to store customer complaints collected through various channels (such as various groups, overcoming systems and other channels) in advance, and then the user feedback capability value can be determined based on the customer complaints. For example, the user feedback capability value can be reduced based on the loss corresponding to the customer complaint. Correspondingly, if a compliment is received, the user feedback capability value can be increased.

[0050] For the innovation capability value, you can use redis and other methods to call the human resources system through the Jsf interface to store the user's innovation-related data (such as personal contribution data at the provincial / municipal / national level, personal contribution data within the company, etc.), and then determine the innovation capability value of the person to be assigned based on this data. For example, if there is a contribution at the national / provincial / municipal / company level, the innovation capability value can be increased. Generally, the degree of increase in the innovation capability value corresponding to contributions at different levels can be different. For example, the higher the level, the greater the degree of increase.

[0051] For each person to be assigned, various methods can be used to determine the total ability value (such as sum or average sum, etc.) of the person to be assigned based on the risk control ability value, transaction ability value, user feedback ability value, and innovation ability value of the person to be assigned, and then select the person to be assigned to handle the clue based on the total ability value. For example, the person to be assigned with the largest total ability value can be selected in descending order of total ability value, and the clue can be assigned to the person for processing. Specifically, the ability value of each person to be assigned can be calculated periodically or in real time according to specific needs.

[0052] By comprehensively determining the ability values ​​of the personnel to be assigned through risk control ability, transaction ability, user feedback ability, innovation ability and other aspects, and allocating leads according to the ability values ​​of the personnel to be assigned, it will help to achieve the reasonable allocation of leads, thereby helping to further improve the lead conversion rate.

[0053] In some optional implementations of this embodiment, after receiving a clue allocation request, the allocation priority of the clue to be allocated corresponding to the clue allocation request can also be obtained, and then the person to be allocated can be selected to handle the clue according to the allocation priority of the clue to be allocated and the ability value of the person to be allocated. The allocation priority can indicate the priority allocation degree of the clue. For example, a person can be preferentially assigned to handle clues with higher allocation priorities.

[0054] The allocation priority of the clues can be determined flexibly by various methods. For example, the allocation priority of the clues can be set by relevant technical personnel. For another example, the allocation priority of the clues can be determined according to the source of the clues. As an example, the clues provided by long-term users can be set with a higher allocation priority. For another example, the corresponding allocation priority can be automatically set for the clues according to predetermined rules. For another example, the allocation priority of the clues can also be determined by combining multiple methods.

[0055] By giving priority to assigning personnel to handle clues with higher priorities, and giving priority to assigning clues to personnel with higher ability values, personnel with higher ability values ​​can handle more and better clues, which helps to achieve reasonable allocation of clues.

[0056] In some optional implementations of this embodiment, the reason for abandoning the clue may include an error in the reported information. In this case, the corresponding conversion operation may include updating the reported information of the clue. Among them, the error in the reported information may include, for example, an error in the user name, a false clue, an error in the user's contact information (such as a telephone number, etc.). In this case, various methods (such as contacting the reporter, re-collecting the clue reported information, etc.) may be used to update the reported information of the clue. Of course, other various conversion operations may also be used or combined according to needs.

[0057] The reasons for abandoning leads may also include that the leads are difficult to convert, and the corresponding conversion operations may include: obtaining the conversion priority of the leads; in response to determining that the conversion priority of the leads is higher than the preset priority, generating a conversion plan for the leads. Among them, the determination conditions for difficult-to-convert leads may be preset by technical personnel. For example, the determination conditions for difficult-to-convert leads include that the user corresponding to the lead has already cooperated with other service providers and is not considering changing service providers for the time being. The conversion priority may indicate the priority of the lead for conversion. The preset priority may be preset by relevant personnel. The conversion plan may also be preset by relevant personnel. For example, the conversion plan includes contacting the user corresponding to the lead (such as telephone contact or visit, etc.).

[0058] The reason for abandoning a lead may also include duplicate leads (e.g., there is already cooperation with the customer recorded in the lead, that is, the lead related to the customer already exists or has been converted). The corresponding conversion operation may include: determining whether the user corresponding to the lead is a cooperative user; in response to determining that the user corresponding to the lead is not a cooperative user, generating a conversion plan for the lead. Among them, the cooperative users can be recorded in advance, so that it can be determined by query whether the user corresponding to the current lead is a cooperative user. If not a cooperative user, it can be further generated and executed to try to convert the lead a second time.

[0059] by Figure 3b As an example, it shows a schematic diagram of the reasons for abandoning leads and the corresponding conversion operations. Figure 3b As shown, the reasons for abandonment may include errors in the customer name submission, current cooperation with other friendly companies and no consideration of changing carriers for the time being, customers already existing in the system, i.e. duplicate leads, false leads, and incorrect phone numbers, etc.

[0060] If the customer name is reported incorrectly, the customer name can be further confirmed first. If it still cannot be updated, that is, the customer name is unclear, it can automatically trigger the generation of an "MQ (Message Queue)" message and generate an agent for the clue reporter. If the clue reporter has resigned, it can be determined that the conversion has failed, and the clue will be discarded. If the clue reporter exists, but the clue reporter cannot update the customer name, it can be determined that the conversion has failed, and the clue will be discarded. If the clue reporter exists and the customer name can be updated, the customer and the corresponding business opportunity can be automatically created. At the same time, the clue can be assigned to the most recent handler of the clue, and the status of the clue in MySQL can be updated to converted.

[0061] For those who are currently cooperating with other friendly companies and are not considering changing carriers for the time being, different automatic processing can be performed according to the conversion level of the leads. For example, for leads with lower conversion levels (such as third and fourth level leads), the leads can be transferred to the lead pool for subsequent allocation and processing. For leads with higher conversion levels (such as first and second level leads), an "MQ" message can be sent to automatically generate a customer visit plan. For example, different visit frequencies can be set for different annual revenue ranges. Generally, the higher the annual revenue, the higher the corresponding visit frequency can be. Figure 3b As shown in , for customers whose annual revenue is not less than the first threshold, visits are made on a monthly basis. For customers whose annual revenue is not less than the second threshold, visits are made on a quarterly basis. For customers whose annual revenue is not less than the third threshold, visits are made on a half-year basis. Among them, the first threshold is greater than the second threshold, and the second threshold is greater than the third threshold.

[0062] For existing customers in the system, i.e., duplicate leads, they can be automatically processed according to the cooperation status with the customers. For example, if it is a customer that has been cooperated with, the lead can be discarded. If it is a customer that has not been cooperated with, an "MQ" message can be automatically triggered to create a visit plan, and relevant sales personnel can refer to the visit plan to recommend cooperation with the customer. At the same time, the status of the lead can be updated to processed after the visit.

[0063] For false leads, you can first determine the employment status of the lead reporter. If the lead reporter has resigned, you can determine that the conversion has failed and discard the lead. If the lead reporter exists but the lead cannot be updated, you can determine that the conversion has failed and discard the lead. If the lead reporter exists and the lead is determined to be a normal lead or updated, you can automatically create a customer and the corresponding business opportunity.

[0064] For incorrect phone numbers, etc., you can first determine the employment status of the lead reporter. If the lead reporter has resigned, it can be determined that the conversion has failed and the lead is discarded. If the lead reporter exists and the correct phone number cannot be updated, it can be determined that the conversion has failed and the lead is discarded. If the lead reporter exists and the correct phone number is updated, the customer and the corresponding business opportunity can be automatically created. At the same time, the lead can be assigned to the original processing personnel, and the status of the lead in MySQL is updated to converted.

[0065] By processing the above-mentioned various reasons for abandoning leads, it is possible to avoid directly abandoning some leads with incorrect information or false leads, and to mine leads that can correctly correct relevant information for secondary conversion. It is also possible to avoid directly abandoning some difficult-to-convert leads, and select leads with higher conversion priority for secondary conversion. It is also possible to mine uncooperative users for secondary conversion in the case of abandoned leads due to duplication, thereby improving the lead conversion rate. At the same time, through preset conversion operations, it is possible to realize automated processing such as intelligent proof and automatic recovery of abandoned leads, so as to reduce the cost of secondary conversion of leads.

[0066] Continue to see Figure 4 , which shows the overall process diagram of clue processing. Figure 4 As shown, taking the e-commerce platform as an example, after entering clues from various sources such as marketing activities, "POP stores", "applications", and "old customer mining", AI (Artificial Intelligence) can be used to filter out some obviously abnormal clues (such as obviously abnormal phone numbers, etc.). For example, clues of existing customers with the same name can be filtered out, and some clues can also be filtered out by telemarketers to ensure the accuracy of the recorded clues. Different clues can be assigned in different ways. For example, some clues can be manually assigned to corresponding processing personnel. For another example, the clues in the high seas pool can be automatically claimed by each person to be assigned according to demand. For another example, a salesperson portrait can be constructed based on each salesperson's risk control, sales ability, innovation ability, and customer feedback, so as to evaluate the salesperson's ability value based on the portrait, and then assign leads based on the salesperson's ability value.

[0067] For each lead, the lead buffer pool is first used for the above-mentioned lead sorting process, and then, based on the conversion results of the leads, the abandoned leads are stored in the lead abandonment pool (such as the above-mentioned abandoned lead set), the unassigned or unprocessed leads are stored in the lead public sea pool, and the processed or converted leads are stored in the lead conversion opportunity pool. For the abandoned leads in the lead abandonment pool, they can be re-converted through evidence, etc., to achieve more reasonable management of the leads, which helps to improve the lead conversion rate.

[0068] Further references Figure 5 As an implementation of the methods shown in the above figures, the present disclosure provides an embodiment of a clue processing device, which is similar to Figure 2 Corresponding to the method embodiment shown, the device can be specifically applied to various electronic devices.

[0069] like Figure 5 As shown, the clue processing device 500 provided in this embodiment includes an acquisition unit 501, a conversion unit 502 and an update unit 503. The acquisition unit 501 is configured to acquire clues and the abandonment reasons corresponding to the clues from the abandoned clue set; the conversion unit 502 is configured to search for the conversion operation corresponding to the acquired abandonment reason according to the correspondence between the preset abandonment reason and the conversion operation, and perform the found conversion operation on the clue to obtain a conversion result, wherein the conversion operation is used to convert the clue; the update unit 503 is configured to delete the clue from the abandoned clue set in response to determining that the conversion result indicates that the conversion is successful, and update the status of the clue to converted.

[0070] In this embodiment, in the clue processing device 500, the specific processing of the acquisition unit 501, the conversion unit 502 and the updating unit 503 and the technical effects thereof can be referred to in Figure 2 The relevant descriptions of step 201, step 202 and step 203 in the corresponding embodiment are not repeated here.

[0071] In some optional implementations of this embodiment, the updating unit 503 is further configured to: in response to determining that the conversion result indicates a conversion failure, delete the clue from the abandoned clue set, and update the status of the clue to abandoned.

[0072] In some optional implementations of the present embodiment, the above-mentioned clue processing device 500 also includes: an allocation unit (not shown in the figure) is configured to obtain the capability value of each person to be assigned in response to receiving a clue allocation request, wherein the capability value is used to characterize the ability of the person to be assigned to convert leads, and the capability value includes at least one of the following: risk control capability value, transaction capability value, user feedback capability value, and innovation capability value; according to the capability value of the person to be assigned, the person to be assigned is selected to handle the lead.

[0073] In some optional implementations of this embodiment, the above-mentioned allocation unit is further configured to: in response to receiving a clue allocation request, obtain the allocation priority of the to-be-allocated clue corresponding to the clue allocation request; and select the to-be-allocated person to handle the clue based on the allocation priority and the ability value of the to-be-allocated person.

[0074] In some optional implementations of this embodiment, the above-mentioned abandonment reason includes an error in the reported information; and the conversion operation corresponding to the abandonment reason includes updating the reported information of the clue.

[0075] In some optional implementations of this embodiment, the above-mentioned abandonment reasons include that the lead is a difficult-to-convert lead; and the conversion operations corresponding to the abandonment reasons include: obtaining the conversion priority of the lead; in response to determining that the conversion priority of the lead is higher than the preset priority, generating a conversion plan for the lead.

[0076] In some optional implementations of this embodiment, the above-mentioned abandonment reasons include lead duplication; and the conversion operations corresponding to the abandonment reasons include: determining whether the user corresponding to the lead is a cooperative user; in response to determining that the user corresponding to the lead is not a cooperative user, generating a conversion plan for the lead.

[0077] The device provided by the above-mentioned embodiment of the present disclosure is configured to acquire clues and the abandonment reasons corresponding to the clues from the abandoned clue set through an acquisition unit; the conversion unit is configured to search for the conversion operation corresponding to the acquired abandonment reason according to the correspondence between the preset abandonment reason and the conversion operation, and execute the found conversion operation on the clue to obtain a conversion result, wherein the conversion operation is used to convert the clue; the update unit is configured to delete the clue from the abandoned clue set in response to determining that the conversion result indicates a successful conversion, and update the status of the clue to converted. In the process of secondary conversion, by utilizing the correspondence between the abandonment reason and the conversion operation of the preset clue, the corresponding conversion operation is directly searched according to the abandonment reason of the abandoned clue, which can improve the processing efficiency of the abandoned clues and save the cost of manual processing. At the same time, through the secondary conversion of the abandoned clues, it can be determined whether each clue in the abandoned clue set is still possible to be converted, or is not possible to be converted, so that the final status of the clue is updated after processing and deleted from the abandoned clue set, avoiding the abandoned clue set from occupying unnecessary storage space.

[0078] Reference below Figure 6 , which shows an electronic device (eg, Figure 1 A schematic diagram of the structure of the server in FIG600. Figure 6 The server shown is only an example and should not bring any limitation to the functions and scope of use of the embodiments of the present disclosure.

[0079] like Figure 6As shown, the electronic device 600 may include a processing device (e.g., a central processing unit, a graphics processing unit, etc.) 601, which can perform various appropriate actions and processes according to a program stored in a read-only memory (ROM) 602 or a program loaded from a storage device 608 into a random access memory (RAM) 603. In the RAM 603, various programs and data required for the operation of the electronic device 600 are also stored. The processing device 601, the ROM 602, and the RAM 603 are connected to each other via a bus 604. An input / output (I / O) interface 605 is also connected to the bus 604.

[0080] Typically, the following devices may be connected to the I / O interface 605: an input device 606 including, for example, a touch screen, a touch pad, a keyboard, a mouse, a camera, a microphone, an accelerometer, a gyroscope, etc.; an output device 607 including, for example, a liquid crystal display (LCD), a speaker, a vibrator, etc.; a storage device 608 including, for example, a magnetic tape, a hard disk, etc.; and a communication device 609. The communication device 609 may allow the electronic device 600 to communicate with other devices wirelessly or by wire to exchange data. Although Figure 6 The electronic device 600 is shown with various devices, but it should be understood that it is not required to implement or possess all the devices shown. More or fewer devices may be implemented or possessed instead. Figure 6 Each block shown in the figure may represent one device, or may represent multiple devices as required.

[0081] In particular, according to an embodiment of the present disclosure, the process described above with reference to the flowchart can be implemented as a computer software program. For example, an embodiment of the present disclosure includes a computer program product, which includes a computer program carried on a computer-readable medium, and the computer program contains program code for executing the method shown in the flowchart. In such an embodiment, the computer program can be downloaded and installed from a network through a communication device 609, or installed from a storage device 608, or installed from a ROM 602. When the computer program is executed by the processing device 601, the above-mentioned functions defined in the method of the embodiment of the present disclosure are executed.

[0082] It should be noted that the computer-readable medium described in the embodiments of the present disclosure may be a computer-readable signal medium or a computer-readable storage medium or any combination of the above two. The computer-readable storage medium may be, for example, but not limited to, an electrical, magnetic, optical, electromagnetic, infrared, or semiconductor system, device or device, or any combination of the above. More specific examples of computer-readable storage media may include, but are not limited to: an electrical connection with one or more wires, a portable computer disk, a hard disk, a random access memory (RAM), a read-only memory (ROM), an erasable programmable read-only memory (EPROM or flash memory), an optical fiber, a portable compact disk read-only memory (CD-ROM), an optical storage device, a magnetic storage device, or any suitable combination of the above. In the embodiments of the present disclosure, the computer-readable storage medium may be any tangible medium containing or storing a program, which may be used by or in combination with an instruction execution system, device or device. In the embodiments of the present disclosure, the computer-readable signal medium may include a data signal propagated in a baseband or as part of a carrier wave, in which a computer-readable program code is carried. This propagated data signal may take a variety of forms, including but not limited to electromagnetic signals, optical signals, or any suitable combination of the above. The computer readable signal medium may also be any computer readable medium other than a computer readable storage medium, which may send, propagate or transmit a program for use by or in conjunction with an instruction execution system, apparatus or device. The program code contained on the computer readable medium may be transmitted using any suitable medium, including but not limited to: wires, optical cables, RF (radio frequency), etc., or any suitable combination of the above.

[0083] The computer-readable medium may be included in the electronic device; or it may exist independently without being installed in the electronic device. The computer-readable medium carries one or more programs. When the one or more programs are executed by the electronic device, the electronic device: obtains clues and the abandonment reasons corresponding to the clues from the abandoned clue set; searches for the conversion operation corresponding to the acquired abandonment reason according to the correspondence between the preset abandonment reason and the conversion operation, and executes the conversion operation found on the clue to obtain the conversion result, wherein the conversion operation is used to convert the clue; in response to determining that the conversion result indicates that the conversion is successful, deletes the clue from the abandoned clue set, and updates the status of the clue to converted.

[0084] Computer program code for performing the operations of embodiments of the present disclosure may be written in one or more programming languages ​​or a combination thereof, including object-oriented programming languages, such as Java, Smalltalk, C++, and conventional procedural programming languages, such as "C" or similar programming languages. The program code may be executed entirely on a user's computer, partially on a user's computer, as a separate software package, partially on a user's computer and partially on a remote computer, or entirely on a remote computer or server. In cases involving a remote computer, the remote computer may be connected to the user's computer via any type of network, including a local area network (LAN) or a wide area network (WAN), or may be connected to an external computer (e.g., via the Internet using an Internet service provider).

[0085] The flow chart and block diagram in the accompanying drawings illustrate the possible architecture, function and operation of the system, method and computer program product according to various embodiments of the present disclosure. In this regard, each square box in the flow chart or block diagram can represent a module, a program segment or a part of a code, and the module, the program segment or a part of the code contains one or more executable instructions for realizing the specified logical function. It should also be noted that in some implementations as replacements, the functions marked in the square box can also occur in a sequence different from that marked in the accompanying drawings. For example, two square boxes represented in succession can actually be executed substantially in parallel, and they can sometimes be executed in the opposite order, depending on the functions involved. It should also be noted that each square box in the block diagram and / or flow chart, and the combination of the square boxes in the block diagram and / or flow chart can be implemented with a dedicated hardware-based system that performs a specified function or operation, or can be implemented with a combination of dedicated hardware and computer instructions.

[0086] The units involved in the embodiments described in the present disclosure may be implemented by software or hardware. The units described may also be set in a processor, for example, it may be described as: a processor includes an acquisition unit, a conversion unit, and an update unit. The names of these units do not constitute a limitation on the units themselves in some cases. For example, the acquisition unit may also be described as "a unit for acquiring clues and the abandonment reasons corresponding to the clues from the abandoned clue set."

[0087] The above description is only a preferred embodiment of the present disclosure and an explanation of the technical principles used. Those skilled in the art should understand that the scope of the invention involved in the embodiments of the present disclosure is not limited to the technical solutions formed by a specific combination of the above technical features, but should also cover other technical solutions formed by any combination of the above technical features or their equivalent features without departing from the concept. For example, the above features are replaced with (but not limited to) technical features with similar functions disclosed in the embodiments of the present disclosure to form a technical solution.

Claims

1. A clue processing method, comprising: Obtain clues and abandonment reasons corresponding to the clues from the abandoned clue set; According to the preset correspondence between the abandonment reason and the conversion operation, searching for the conversion operation corresponding to the acquired abandonment reason, and executing the found conversion operation on the clue to obtain a conversion result, wherein the conversion operation is used to convert the clue; In response to determining that the conversion result indicates a successful conversion, the lead is deleted from the abandoned lead set, and the status of the lead is updated to converted.

2. The method according to claim 1, wherein: The method further comprises: In response to determining that the conversion result indicates a conversion failure, the lead is deleted from the abandoned lead set, and the status of the lead is updated to abandoned.

3. The method according to claim 1, wherein: The method further comprises: In response to receiving a lead assignment request, obtaining a capability value of each person to be assigned, wherein the capability value is used to characterize the capability of the person to be assigned to convert leads, and the capability value includes at least one of the following: a risk control capability value, a transaction capability value, a user feedback capability value, and an innovation capability value; According to the capability values ​​of the personnel to be assigned, a personnel to be assigned is selected to handle the clue.

4. The method according to claim 3, wherein: The method further comprises: In response to receiving a clue allocation request, obtaining an allocation priority of a to-be-allocated clue corresponding to the clue allocation request; and The step of selecting a person to be assigned to handle the clue according to the ability value of the person to be assigned includes: According to the allocation priority and the capability value of the person to be assigned, a person to be assigned is selected to handle the clue.

5. The method according to any one of claims 1 to 4, wherein: The reasons for abandonment include incorrect information reported; and The conversion operation corresponding to the abandonment reason includes updating the reporting information of the clue.

6. The method according to any one of claims 1 to 4, wherein: The abandonment reasons include that the lead is a difficult-to-convert lead; as well as The conversion operation corresponding to the abandonment reason includes: obtaining the conversion priority of the clue; In response to determining that the conversion priority of the lead is higher than the preset priority, a conversion plan for the lead is generated.

7. The method according to claim 1, wherein: Said abandonment reasons include duplicate leads; as well as The conversion operation corresponding to the abandonment reason includes: determining whether the user corresponding to the clue is a cooperative user; In response to determining that the user corresponding to the lead is not a cooperative user, a conversion plan for the lead is generated.

8. A clue processing device, wherein: The device comprises: An acquisition unit is configured to acquire clues and abandonment reasons corresponding to the clues from the abandoned clue set; a conversion unit configured to search for a conversion operation corresponding to the obtained abandonment reason according to a preset correspondence relationship between the abandonment reason and the conversion operation, and to execute the found conversion operation on the clue to obtain a conversion result, wherein the conversion operation is used to convert the clue; The updating unit is configured to delete the clue from the abandoned clue set and update the status of the clue to converted in response to determining that the conversion result indicates a successful conversion.

9. An electronic device, comprising: one or more processors; a storage device having one or more programs stored thereon; When the one or more programs are executed by the one or more processors, the one or more processors implement the method according to any one of claims 1 to 7.

10. A computer readable medium having a computer program stored thereon, wherein: When the program is executed by a processor, the method according to any one of claims 1 to 7 is implemented.