Method, system and device for automatically distributing private domain clues and storage medium
By implementing the automatic allocation method of private domain leads on the server, using multiple authorization channels to obtain sales leads and calculate value points based on their attributes, the problem of inefficiency of traditional manual allocation is solved, and more efficient and accurate clue allocation is achieved, and clue conversion rate and sales performance are improved.
Patent Information
- Application Number
- CN202510282634.9
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2025-03-11
- Publication Date
- 2025-05-09
- Estimated Expiration
- Not applicable · inactive patent
AI Technical Summary
The traditional private domain clue allocation method relies on manual screening and distribution, which is inefficient and can easily lead to omission and waste of clues, and cannot meet the efficient allocation needs of enterprises for massive private domain clues in short videos and new channel media.
By implementing a method of automatic distribution of private domain leads on the server, multiple authorized channels are used to obtain sales leads, and weights are assigned based on the attributes of the lead (source channel, lead attribute, mobile phone model and age), the value score of each lead is calculated, and the most suitable sales team and salesperson are determined through weighted calculations to be assigned.
Improve the efficiency and accuracy of lead allocation, ensure that high-value leads are assigned to the most suitable teams and sales staff, and improve lead conversion opportunities and overall sales performance.
Smart Images

Figure CN119963235A_ABST
Abstract
Description
Technical Field
[0001] The present application relates to the technical field of private domain clue management, and specifically to a method, system, device and storage medium for automatic allocation of private domain clues. Background Art
[0002] With the development of short videos and new media channels, the way companies acquire customers through marketing is undergoing profound changes. These platforms not only provide users with rich entertainment and information content, but also create unprecedented marketing opportunities for companies. On short video platforms and new media channels, users bring a large number of private leads through interactive behaviors such as following, liking, commenting, and private messaging. However, facing a large number of private leads, how to efficiently distribute, follow up, and convert them has become a major challenge for companies.
[0003] Traditional lead distribution methods often rely on manual screening and distribution, which is not only inefficient, but also prone to omission and waste of leads due to human factors. In addition, with the continuous growth of the scale of short video platforms and new channel media users, the number of private domain leads has also exploded, and traditional lead distribution methods can no longer meet the needs of enterprises.
[0004] Therefore, a more intelligent, flexible and efficient method for automatically allocating private domain leads is needed to overcome these problems existing in the prior art. Summary of the invention
[0005] The present application provides a method, system, device and storage medium for automatically allocating private domain clues, which improves the efficiency of clue allocation.
[0006] In a first aspect of the present application, a method for automatically allocating private domain leads is provided, which is applied to a server, and the method includes: Obtain sales leads from multiple authorized channels, divide the attributes of sales leads into multiple attributes, assign corresponding weights to each attribute, and calculate the value of each sales lead by weighting. The multiple attributes include source channel, lead location, mobile phone model and age; Determine the target sales group whose number of allocated leads on that day is lower than the upper limit of the group, calculate the group allocation score of each target sales group according to the ratio of the number of allocated leads on that day to the first allocation coefficient, and use the target sales group with the lowest group allocation score as the group to be allocated corresponding to the sales lead with the highest current value score; Calculate the sales allocation score of each salesperson according to the ratio of the number of leads allocated to the salesperson on that day to the second allocation coefficient, and select the first target salesperson with a skill score greater than the value score in the order of the sales allocation scores from low to high to allocate the sales lead with the highest current value score; When there is no first target salesperson whose skill score is greater than the value score, the sales lead is put into a shared pool and the target person is reminded to process it.
[0007] Optionally, the method further includes adjusting the weight of each attribute, specifically including: Obtaining target leads with target attributes within a first preset time, wherein the target leads are sales leads that are successfully converted into actual sales, and calculating the lead conversion rate according to the ratio of the target leads to the total leads; Obtaining a first sales amount and a first cost of the target lead, and calculating a first return on investment according to a ratio of the first sales amount to the first cost; The weight of each attribute is adjusted according to the lead conversion rate and the first return on investment.
[0008] Optionally, adjusting the weight of each attribute according to the lead conversion rate and the return on investment includes: By analyzing historical sales data, calculating the correlation between the conversion rate and sales performance of sales leads with different attributes, and determining a first weight coefficient of the lead conversion rate according to the correlation; Determine the position of the return on investment in the weight adjustment according to the business strategy and objectives of the enterprise, and determine the second weight coefficient of the return on investment according to the position; The weight of each attribute is adjusted according to the first weight coefficient and the second weight coefficient.
[0009] Optionally, the method further includes adjusting the salesperson's skill score according to sales performance, specifically including: Obtaining a second sales volume and a second cost of a second target salesperson within a second preset time, and calculating a second rate of return on investment according to a ratio of the second sales volume to the second cost; The salespeople are sorted from high to low according to the second ROI, and the skill points are divided proportionally.
[0010] Optionally, the method further includes: When the sales lead with the highest current value score is assigned to the first target salesperson, the first target salesperson is notified via phone or text message, and the notification content includes the contact information and source channel of the target customer; Sending a text message link for adding the first target salesperson's corporate WeChat to the target customer; When it is detected that the target customer has not added the corporate WeChat of the first target salesperson after a third preset time has passed, reminding the target customer by phone; When it is detected that the target customer has not added the corporate WeChat of the first target salesperson after a fourth preset time has passed, reminding the first target salesperson to make a manual telephone notification; When the target customer successfully adds the corporate WeChat account of the first target salesperson, it is marked as authorized successfully, and when there is a subsequent order conversion, it is marked as an order.
[0011] Optionally, the method further includes dynamically adjusting the group upper limit according to the historical sales data of the target sales group, specifically including: Obtaining historical sales performance of each target sales team, wherein the historical sales performance includes historical sales volume, historical conversion rate, and historical customer satisfaction; A comprehensive sales capability index of each target sales group is calculated based on the historical sales performance, and the group upper limit of each target sales group is dynamically adjusted based on the comprehensive sales capability index.
[0012] Optionally, the calculating of the comprehensive sales capability index of each target sales team according to the historical sales performance, and dynamically adjusting the team upper limit of each target sales team according to the comprehensive sales capability index includes: The sales score is calculated by comparing the historical sales of the target sales group with the preset target sales, the conversion rate score is calculated by comparing the historical conversion rate of the target sales group with the preset target conversion rate, and the customer satisfaction score of the target sales group is calculated based on the customer satisfaction survey results; The sales score, the conversion rate score and the customer satisfaction score are weightedly calculated to obtain a comprehensive sales ability index, and the group upper limit is adjusted according to preset adjustment rules based on the comprehensive sales ability index.
[0013] In a second aspect of the present application, a system for automatically allocating private domain leads is provided, including a collection module, an allocation module, a sales module, and a reminder module, wherein: A collection module is configured to obtain sales leads from multiple authorized channels, divide the attributes of the sales leads into multiple attributes, and assign a corresponding weight to each attribute, and calculate the value score of each sales lead by weighting. The multiple attributes include source channel, lead location, mobile phone model and age; An allocation module is configured to determine a target sales group whose number of allocated leads on that day is lower than the upper limit of the group, calculate the group allocation score of each target sales group according to the ratio of the number of allocated leads on that day to the first allocation coefficient, and use the target sales group with the lowest group allocation score as the group to be allocated corresponding to the sales lead with the highest current value score; The sales module is configured to calculate the sales allocation score of each salesperson according to the ratio of the number of leads allocated by the salesperson on the day to the second allocation coefficient, and select the first target salesperson whose skill score is greater than the value score in the order of the sales allocation scores from low to high to allocate the sales lead with the highest current value score; The reminder module is configured to put the sales lead into a shared pool and remind the target person to process it when there is no first target salesperson with a skill score greater than the value score.
[0014] In the third aspect of the present application, an electronic device is provided, including a processor, a memory, a user interface and a network interface, the memory is used to store instructions, the user interface and the network interface are both used to communicate with other devices, and the processor is used to execute the instructions stored in the memory so that the electronic device executes any one of the methods described above.
[0015] In a fourth aspect of the present application, a computer-readable storage medium is provided, wherein the computer-readable storage medium stores instructions, and when the instructions are executed, any of the methods described above is executed.
[0016] In summary, one or more technical solutions provided in the embodiments of the present application have at least the following technical effects or advantages: 1. By dividing the attributes of sales leads into multiple attributes such as source channel, lead location, mobile phone model and age, and assigning corresponding weights to each attribute, and then performing weighted calculation to obtain the value score of each sales lead, the value and potential of the leads can be comprehensively and accurately evaluated, avoiding the deviation that may be caused by single-dimensional evaluation and improving the accuracy of lead allocation; 2. When determining the group to be assigned, not only is it considered whether the number of leads assigned to the group on that day is lower than the upper limit, but the group allocation score is also calculated based on the ratio of the number of leads assigned to the group on that day to the first allocation coefficient, and the group with the lowest group allocation score is selected as the group to be assigned, so that the leads can be assigned to the group that is currently relatively lightly loaded and can more effectively handle the high-value leads. At the same time, when assigning specific salespersons, the sales allocation score is calculated based on the ratio of the number of leads assigned to the salesperson on that day to the second allocation coefficient, and salespersons with skill scores greater than the lead value scores are selected for assignment, ensuring that the leads can be assigned to salespersons who are capable of handling and whose current workload is relatively reasonable, further improving the rationality of lead allocation; 3. As leads can be accurately assigned to appropriate sales teams and salespeople, it avoids the situation where leads are ignored or cannot be effectively followed up due to improper assignment, thereby increasing the chances of lead conversion and helping to improve the overall sales lead conversion rate. By allocating leads reasonably, salespeople of different ability levels in the sales team can handle leads that match their skills, giving full play to the advantages of each salesperson and improving the overall work efficiency and sales performance of the sales team; 4. By setting the upper limit of the allocation of teams and salespersons, and calculating the allocation score based on the ratio of the number of leads allocated on the day to the allocation coefficient, it can effectively avoid some teams or salespersons from being overloaded due to allocating too many leads, ensuring that the workload of the sales team is relatively balanced, which is conducive to maintaining the work efficiency and quality of the sales team; when there is no salesperson whose skill score is greater than the lead value score, the lead will be placed in a shared pool and the target person will be reminded to handle it, which will help promote collaboration and communication within the sales team, so that the sales team can jointly deal with special situations in lead allocation and improve the overall collaboration efficiency of the sales team; 5. This method can dynamically adjust the lead allocation strategy according to the lead allocation situation of the day and the work status of the sales team. For example, it can flexibly select the group and salesperson to be assigned based on the allocation scores of the group and salesperson and the skill points, so that the system can adapt to different business scenarios and market needs, and has strong flexibility and adaptability. For leads that cannot be assigned to suitable salespersons, they can be put into the shared pool in time and the target personnel can be reminded to handle them, ensuring that the leads will not be missed or delayed. This reflects the system's ability to respond and handle special situations in a timely manner, and further enhances the flexibility and reliability of the system. BRIEF DESCRIPTION OF THE DRAWINGS
[0017] Figure 1 It is a flowchart of the method for automatically allocating private domain leads disclosed in an embodiment of the present application; Figure 2 It is another flowchart diagram of the method for automatically allocating private domain leads disclosed in an embodiment of the present application; Figure 3 It is a module diagram of a system for automatically allocating private domain leads disclosed in an embodiment of the present application; Figure 4 It is a structural schematic diagram of an electronic device disclosed in an embodiment of the present application.
[0018] Explanation of the reference numerals: 301, acquisition module; 302, allocation module; 303, sales module; 304, reminder module; 401, processor; 402, communication bus; 403, user interface; 404, network interface; 405, memory. DETAILED DESCRIPTION
[0019] In order to enable technicians in this field to better understand the technical solutions in this specification, the technical solutions in the embodiments of this specification will be clearly and completely described below in conjunction with the drawings in the embodiments of this specification. Obviously, the described embodiments are only part of the embodiments of this application, not all of the embodiments.
[0020] In the description of the embodiments of the present application, words such as "for example" or "for example" are used to indicate examples, illustrations or explanations. Any embodiment or design described as "for example" or "for example" in the embodiments of the present application should not be interpreted as being more preferred or more advantageous than other embodiments or designs. Specifically, the use of words such as "for example" or "for example" is intended to present related concepts in a specific way.
[0021] In the description of the embodiments of the present application, the meaning of the term "multiple" refers to two or more. For example, multiple systems refer to two or more systems, and multiple screen terminals refer to two or more screen terminals. In addition, the terms "first" and "second" are used for descriptive purposes only and cannot be understood as indicating or implying relative importance or implicitly indicating the indicated technical features. Thus, the features defined as "first" and "second" may explicitly or implicitly include one or more of the features. The terms "include", "comprise", "have" and their variations all mean "including but not limited to", unless otherwise specifically emphasized.
[0022] This embodiment discloses a method for automatically allocating private domain clues, which is applied to a server. Figure 1 is a flow chart of the method for automatically allocating private domain leads disclosed in the embodiment of the present application, such as Figure 1 As shown, the method comprises the following steps: S101. Obtain sales leads from multiple authorized channels, divide the attributes of the sales leads into multiple attributes, assign a corresponding weight to each attribute, and calculate the value score of each sales lead by weighting. The multiple attributes include source channel, lead location, mobile phone model, and age. S102, determining the target sales group whose number of allocated leads on the day is lower than the upper limit of the group, calculating the group allocation score of each target sales group according to the ratio of the number of allocated leads on the day to the first allocation coefficient, and taking the target sales group with the lowest group allocation score as the group to be allocated corresponding to the sales lead with the highest current value score; S103, calculating the sales allocation score of each salesperson according to the ratio of the number of leads allocated to the salesperson on the day to the second allocation coefficient, and selecting the first target salesperson whose skill score is greater than the value score in the order of the sales allocation scores from low to high to allocate the sales lead with the highest current value score; S104. When there is no first target salesperson whose skill score is greater than the value score, the sales lead is put into a shared pool, and the target person is reminded to process it.
[0023] The embodiment of the present invention adopts an innovative multi-channel traffic lead capture technology, which can automatically capture sales leads from multiple social media and e-commerce platforms such as Douyin, video accounts, Kuaishou, Xiaohongshu, and e-commerce channels. These channels cover a wide range of user groups and rich sales scenarios. Through automatic capture technology, lead information of potential customers can be efficiently collected, providing a rich data basis for subsequent lead allocation and sales conversion. The attributes of the acquired sales leads are divided into multiple dimensions, including source channels, lead location, mobile phone model, and age. Each attribute reflects the different characteristics and potential value of the lead. For example, the source channel can reflect the acquisition path and platform characteristics of the lead, the lead location can reflect the customer's geographical distribution and market potential, the mobile phone model can reflect the customer's consumption ability and preference, and the age can reflect the customer's consumption habits and demand characteristics. By dividing these attributes and assigning corresponding weights to each attribute, the value and potential of the lead can be more accurately evaluated. By weighted calculation of each attribute, the value score of each sales lead is obtained. The specific calculation method is: Lead score = basic score 1 point + source channel score × first weight + lead location score × second weight + mobile phone model score × third weight + age score × fourth weight. For example, if the source channel score of a lead is 0.8, the lead location score is 0.6, the mobile phone model score is 0.4, and the age score is 0.5, and the first weight, second weight, third weight, and fourth weight are 0.3, 0.2, 0.1, and 0.1 respectively, then the value of the lead is: 1+0.8×0.3+0.6×0.2+0.4×0.1+0.5×0.1=1+0.24+0.12+0.04+0.05=1.45 points. In this way, each sales lead can be quantitatively evaluated, providing an objective basis for subsequent lead allocation. The system will determine the sales groups whose allocated leads on that day are lower than the group upper limit. These groups are likely to receive new sales leads. The group upper limit is set based on factors such as the group's sales capacity and workload to ensure that the group will not be unable to effectively handle too many leads. For each target sales group, the group allocation score is calculated based on the ratio of the number of leads allocated to the group on that day to the first allocation coefficient. The first allocation coefficient is a pre-set parameter used to measure the allocation capacity and load of the group. For example, if the number of leads allocated to group A on that day is 50 and the first allocation coefficient is 0.5, the group allocation score of group A is 50÷0.5=100 points. The group allocation scores of all target sales groups are compared, and the group with the lowest group allocation score is selected as the group to be allocated corresponding to the sales lead with the highest current value score. The lower the group allocation score, the smaller the number of leads allocated to the group on that day, and the greater the ability to handle new high-value leads. In this way, it can ensure that high-value leads are allocated to the most appropriate sales group, improving the conversion rate of leads and sales performance.For each salesperson, the sales allocation score is calculated based on the ratio of the number of leads allocated on that day to the second allocation coefficient. The second allocation coefficient is another pre-set parameter used to measure the salesperson's allocation ability and workload. For example, if salesperson A has allocated 10 leads on that day and the second allocation coefficient is 0.2, then salesperson A's sales allocation score is 10÷0.2=50 points. The sales allocation scores of all salespersons are sorted, and the first target salesperson with a skill score greater than the value score is selected in order from low to high to allocate the sales lead with the highest current value score. The lower the sales allocation score, the less leads the salesperson has allocated on that day, and the more energy he has to handle new high-value leads. At the same time, the skill score greater than the lead value score ensures that the salesperson has sufficient ability to handle the lead, thereby improving the conversion success rate of the lead. The sales lead with the highest current value score is allocated to the selected first target salesperson, so that he can follow up and handle the lead in a timely manner, thereby improving the conversion rate of sales opportunities and sales performance. In some cases, there may not be a first target salesperson with a skill score greater than the value score, which means that there is no suitable person in the current sales team to handle this high-value lead. At this time, the system will put the sales lead into a shared pool, which is a collection of leads for all sales team members to view and select, to ensure that the lead will not be missed or delayed. At the same time, the system will remind the target person (such as the sales supervisor or team leader) to handle it. The target person can reallocate the leads in the shared pool or arrange other suitable salespeople to follow up according to the actual situation, to ensure that the leads are effectively handled and improve the conversion rate of sales opportunities and sales performance.
[0024] Optionally, the method further includes adjusting the weight of each attribute, specifically including: Obtaining target leads with target attributes within a first preset time, wherein the target leads are sales leads that are successfully converted into actual sales, and calculating the lead conversion rate according to the ratio of the target leads to the total leads; Obtaining a first sales amount and a first cost of the target lead, and calculating a first return on investment according to a ratio of the first sales amount to the first cost; The weight of each attribute is adjusted according to the lead conversion rate and the first return on investment.
[0025] The first preset time can be a week, a month, or other suitable time period, which is used to count and analyze the conversion of leads. For example, the first preset time is set to the past week. In the past week, the target leads, that is, those sales leads that have been successfully converted into actual sales, are screened from all the sales leads obtained. These leads are cases that have completed sales conversion and can provide a practical reference for weight adjustment. The number of target leads and the number of total leads are counted, and then the lead conversion rate is calculated according to the formula: lead conversion rate = (number of target leads / total number of leads) × 100%. For example, if there are a total of 1,000 sales leads in the past month, and 100 of them are successfully converted into actual sales, then the lead conversion rate is (100 / 1,000) × 100% = 10%. For the above-screened target leads, collect their corresponding sales and cost data. Sales refers to the actual sales amount completed through these leads, and costs include the cost of obtaining leads (such as advertising costs, platform cooperation fees, etc.) and the subsequent follow-up and conversion costs of these leads. According to the formula: First ROI = (First Sales / First Cost) × 100%, calculate the first ROI. For example, if the total sales of the target lead is 100,000 yuan and the total cost is 50,000 yuan, then the first ROI is (100,000 / 50,000) × 100% = 200%. The lead conversion rate reflects the conversion effect of leads with different attributes, while the first ROI reflects the economic benefits of these leads after conversion. By analyzing these two indicators, the value and importance of leads with different attributes can be determined, thus providing a basis for weight adjustment. According to the lead conversion rate and the first ROI, adjust the weight of each attribute. For example, for attributes with high conversion rate and high ROI, their weight can be appropriately increased to increase the influence of the attribute in the calculation of the lead value score; while for attributes with low conversion rate or low ROI, their weight can be appropriately reduced. The specific adjustment range can be set according to the actual situation and business needs, such as setting an adjustment coefficient to determine the increase or decrease of the weight according to the changes in conversion rate and return rate. Weight adjustments can be made regularly, such as weekly or monthly, to ensure that weights can reflect market changes and the actual effect of lead conversion in a timely manner. At the same time, the cycle and frequency of weight adjustments can also be adjusted in a timely manner according to the special needs of the business or changes in the market environment.
[0026] By obtaining the target leads that are successfully converted into actual sales within the first preset time, and calculating the lead conversion rate based on the ratio of target leads to total leads, the conversion effect of leads with different attributes in actual sales can be accurately reflected. At the same time, the first sales and first cost of the target leads are obtained, and the first return on investment is calculated to further evaluate the value of the leads from the perspective of benefits and costs. The weight of each attribute is adjusted based on the lead conversion rate and the first return on investment, so that the weight distribution is more scientific and reasonable, thereby improving the accuracy of lead value evaluation. The market environment and consumer behavior are constantly changing, and the value of leads with different attributes will also change accordingly. Regularly adjusting the attribute weights can enable the lead value evaluation system to adapt to market changes in a timely manner, ensure that the lead value score can accurately reflect the lead value under the current market situation, and provide a more reliable basis for subsequent lead allocation. According to the adjusted attribute weights, the value score of each sales lead can be calculated more accurately. In the process of lead allocation, the leads with high value scores are preferentially allocated to the appropriate sales team and salesperson, which can ensure that the sales team will invest more energy and resources in the follow-up and conversion of high-value leads, improve the utilization efficiency of resources, and avoid waste of resources. A feedback and optimization mechanism based on actual sales data has been established. Through the analysis of lead conversion rate and return on investment, the attribute weights are continuously adjusted to enable the system to self-learn and optimize. This feedback and optimization mechanism can continuously improve the accuracy of the lead allocation algorithm, allowing the system to maintain good performance and results in an ever-changing market environment.
[0027] Optionally, adjusting the weight of each attribute according to the lead conversion rate and the return on investment includes: By analyzing historical sales data, calculating the correlation between the conversion rate and sales performance of sales leads with different attributes, and determining a first weight coefficient of the lead conversion rate according to the correlation; Determine the position of the return on investment in the weight adjustment according to the business strategy and objectives of the enterprise, and determine the second weight coefficient of the return on investment according to the position; The weight of each attribute is adjusted according to the first weight coefficient and the second weight coefficient.
[0028] Collect and analyze historical sales data within the first preset time to determine sales leads with target attributes (such as source channel, lead location, mobile phone model, and age, etc.). These target leads are sales leads that have been successfully converted into actual sales. By calculating their ratio to the total leads, the lead conversion rate of each attribute is obtained. Further analyze the relationship between the conversion rate and sales performance of sales leads with different attributes. For example, through statistical analysis methods, calculate the correlation coefficient between conversion rate and sales to evaluate the impact of conversion rate on sales performance. The closer the absolute value of the correlation coefficient is to 1, the stronger the correlation between the two. According to the correlation between conversion rate and sales performance, determine the first weight coefficient of lead conversion rate. If the conversion rate is highly correlated with sales performance, it means that the conversion rate has a greater impact on sales performance, and a higher first weight coefficient can be assigned; conversely, if the correlation is low, a lower first weight coefficient can be assigned. For example, if the correlation coefficient between conversion rate and sales performance is 0.8, the first weight coefficient can be determined to be 0.6 according to the rules set by the enterprise. Enterprises need to clarify their own business strategies and goals. For example, enterprises may pay more attention to profit growth, market share expansion, or customer satisfaction improvement. Different business strategies and goals will affect the position of ROI in weight adjustment. Determine the importance of ROI in weight adjustment according to the business strategy and goals of the enterprise. If the enterprise currently focuses more on profit growth, the importance of ROI may be higher and a larger second weight coefficient should be assigned; if the enterprise focuses more on expanding market share, the importance of ROI may be relatively low and the second weight coefficient can be appropriately reduced. After determining the position of ROI, set the second weight coefficient of ROI according to the rules and standards set by the enterprise. For example, if the enterprise believes that ROI should occupy an important position in weight adjustment, the second weight coefficient can be set to 0.7. Combine the first weight coefficient of lead conversion rate and the second weight coefficient of ROI to calculate the comprehensive weight of each attribute. The calculation method of comprehensive weight can be determined according to the actual needs of the enterprise and the set rules. For example, the weighted average method can be used to multiply the first weight coefficient and the second weight coefficient by the corresponding ratio respectively, and then add them to obtain the comprehensive weight. According to the calculated comprehensive weight, adjust the weight of each attribute. If the comprehensive weight of a certain attribute is high, it means that the attribute is of high importance in the value assessment of sales leads, and its weight can be appropriately increased; conversely, if the comprehensive weight is low, its weight can be appropriately reduced. For example, for the source channel attribute, if its comprehensive weight is 0.6, its weight can be adjusted to 1.5 according to the weight adjustment range set by the enterprise (such as between 1 and 2). Apply the adjusted attribute weight to the value assessment of sales leads and recalculate the value score of each sales lead. In this way, it is ensured that the lead value score can more accurately reflect the actual value of the lead, providing a more scientific basis for subsequent lead allocation.
[0029] By analyzing historical sales data, calculating the correlation between the conversion rate and sales performance of sales leads with different attributes, and determining the first weight coefficient of the lead conversion rate based on the correlation, it can more accurately reflect the actual contribution of leads of each attribute to sales performance. According to the business strategy and goals of the enterprise, the position of the return on investment in the weight adjustment is determined, and the second weight coefficient of the return on investment is determined accordingly, and the value of the lead is further evaluated from the perspective of revenue and cost. Adjusting the weight of each attribute based on these two weight coefficients makes the lead value assessment more scientific, reasonable and comprehensive, thereby providing a more accurate basis for subsequent lead allocation. According to the adjusted attribute weights, the value score of each sales lead can be calculated more accurately. In the process of lead allocation, the leads with high value scores are preferentially allocated to the appropriate sales team and salesperson, which can ensure that the sales team will invest more energy and resources in the follow-up and conversion of high-value leads, improve the utilization efficiency of resources, and avoid waste of resources. At the same time, reasonable lead allocation can also help improve the work enthusiasm and satisfaction of the sales team, and further promote the improvement of sales performance. A feedback and optimization mechanism based on actual sales data has been established. Through the analysis of lead conversion rate and return on investment, the attribute weights are continuously adjusted, so that the system can self-learn and optimize. This feedback and optimization mechanism can continuously improve the accuracy of the lead allocation algorithm, allowing the system to maintain good performance and results in an ever-changing market environment. As the system continues to optimize itself, the accuracy and rationality of lead allocation will continue to improve, and the sales team's work efficiency and sales performance will gradually improve.
[0030] Optionally, the method further includes adjusting the salesperson's skill score according to sales performance, specifically including: Obtaining a second sales volume and a second cost of a second target salesperson within a second preset time, and calculating a second rate of return on investment according to a ratio of the second sales volume to the second cost; The salespeople are sorted from high to low according to the second ROI, and the skill points are divided proportionally.
[0031] Within the second preset time (such as one month), the second sales and second cost data of the second target salesperson are collected through the sales management system or related financial system. The sales data includes the total amount of transactions successfully completed by the salesperson during the time period, and the cost data covers the various costs invested in obtaining and converting these sales leads, such as advertising costs, salesperson salary costs, customer communication and follow-up costs, etc. The collected sales performance data is preprocessed, including data cleaning, missing value processing, and outlier detection. For example, data records with obvious errors are removed, such as situations where sales and costs are obviously illogical; for some missing cost data, reasonable methods can be used to estimate or fill in to ensure the completeness and accuracy of the data. Based on the collected second sales and second cost data, the second return on investment (ROI) is calculated. The calculation formula is: second return on investment = second sales / second cost × 100%. For example, if a salesperson's sales in the second preset time is 100,000 yuan and the cost is 50,000 yuan, then his second return on investment is 100,000 ÷ 50,000 × 100% = 200%. The return on investment reflects the sales efficiency of the salesperson during the period. A higher return on investment means that the salesperson can bring more sales revenue at a lower cost, and has higher sales efficiency and profitability; while a lower return on investment indicates that the salesperson's cost investment is relatively high and the sales efficiency is poor, and further analysis of the reasons and improvement measures are needed. According to the calculated second return on investment, the salespersons are sorted from high to low. The salespersons with higher return on investment are ranked in the front, indicating that they perform better in sales performance and contribute more to the profitability of the company. According to the sorting results, the skill points of the salesperson are divided according to a certain ratio. For example, the top 20% of the salespersons in terms of return on investment can be divided into advanced skill points (such as 9 points), 20%-50% of the salespersons can be divided into intermediate skill points (such as 8 points), 50%-80% of the salespersons can be divided into primary skill points (such as 7 points), and the last 20% of the salespersons can be divided into new skill points (such as 6 points). The division of skill points is intended to quantitatively evaluate the ability of the salesperson, so that the sales tasks can be reasonably arranged in the subsequent lead allocation and other links, and the advantages of the salesperson can be fully utilized.
[0032] By adjusting the skill score of salespeople according to sales performance, the ability level of salespeople can be more accurately assessed. When allocating sales leads, high-value and difficult leads can be allocated to salespeople with higher skill scores, while relatively low-value and less difficult leads can be allocated to salespeople with lower skill scores. This ensures that sales leads are reasonably allocated and improves the overall efficiency and conversion rate of the sales team. The division and adjustment of skill scores provide salespeople with a clear performance orientation and incentive mechanism. Salespeople will work hard to improve their sales performance in order to obtain higher skill scores, thus forming a healthy competitive atmosphere. This competitive mechanism can continuously stimulate the potential of salespeople, prompting them to continuously learn and improve sales skills, improve their sales ability and performance level, and thus drive the entire sales team forward. Skill score adjustment is an effective sales team management method, which can help corporate managers better understand the performance and ability level of salespeople, so as to formulate more scientific and reasonable sales strategies and training plans. For example, for salespeople with lower skill scores, targeted training and coaching can be arranged to help them improve their sales skills; for salespeople with higher skill scores, more resource support and incentives can be given to give full play to their advantages and potential and promote the overall performance of the sales team. In this way, business managers can achieve refined management of sales teams and improve the overall competitiveness and market performance of sales teams.
[0033] Optionally, the method further includes: When the sales lead with the highest current value score is assigned to the first target salesperson, the first target salesperson is notified via phone or text message, and the notification content includes the contact information and source channel of the target customer; Sending a text message link for adding the first target salesperson's corporate WeChat to the target customer; When it is detected that the target customer has not added the corporate WeChat of the first target salesperson after a third preset time has passed, reminding the target customer by phone; When it is detected that the target customer has not added the corporate WeChat of the first target salesperson after a fourth preset time has passed, reminding the first target salesperson to make a manual telephone notification; When the target customer successfully adds the corporate WeChat account of the first target salesperson, it is marked as authorized successfully, and when there is a subsequent order conversion, it is marked as an order.
[0034] When the sales lead with the highest current value score is assigned to the first target salesperson, the system will promptly notify the salesperson by phone or text message. The notification content mainly includes the contact information of the target customer (such as mobile phone number, WeChat account, etc.) and the source channel (such as Douyin, Kuaishou, Xiaohongshu, etc.). The purpose of this is to enable the salesperson to quickly understand the basic information of the customer and the way to obtain the customer, so as to better formulate sales strategies and follow-up plans. For example, if the salesperson knows that the customer comes from the Douyin platform, he can communicate and recommend according to the consumption characteristics and preferences of Douyin users. While notifying the salesperson, the system will send a text message link containing the first target salesperson's corporate WeChat to the target customer. The purpose of this step is to quickly establish contact between the salesperson and the customer, and facilitate subsequent communication and follow-up. Through corporate WeChat, the salesperson can communicate with the customer one-on-one, answer the customer's questions, and provide personalized services, thereby improving customer satisfaction and willingness to buy. If the system detects that the target customer has not added the first target salesperson's corporate WeChat after a third preset time (such as 5 minutes), the system will automatically remind the target customer by phone. The content of the phone reminder is mainly to inform customers of the importance of adding corporate WeChat and how to add corporate WeChat and other operational instructions. The purpose of this is to improve the response rate of customers, ensure that salespeople can establish contact with customers in a timely manner, and avoid the loss of sales opportunities due to customer negligence. If the system detects that the target customer has not added the corporate WeChat of the first target salesperson after the fourth preset time (such as 10 minutes), the system will remind the first target salesperson to make a manual phone notification. The salesperson can communicate directly with the customer over the phone to understand the customer's needs and concerns, and further guide the customer to add corporate WeChat. The purpose of this is to give full play to the salesperson's professional ability and communication skills, improve customer participation and purchase intention, and ensure that sales opportunities can be effectively converted. When the target customer successfully adds the corporate WeChat of the first target salesperson, the system will automatically mark it as authorized. This means that the salesperson has obtained the authorization to communicate and sell with the customer and can officially carry out sales work. In the subsequent sales process, if the transaction is successfully concluded, the system will also mark it as a successful transaction. The purpose of the successful transaction mark is to record sales performance, facilitate the company to count and evaluate the performance of the salesperson, and also provide data support for the company's sales strategy and market analysis. In this way, companies can better understand the conversion of sales leads, optimize sales processes, and improve sales efficiency and performance.
[0035] When the sales lead with the highest current value score is assigned to the first target salesperson, the first target salesperson is notified in time by phone or SMS, so that the salesperson can learn about the newly assigned lead information at the first time and quickly start follow-up work, avoiding the loss of sales opportunities due to delayed notification, which helps to improve sales conversion rate. Sending a text message link to add the first target salesperson's corporate WeChat to the target customer can quickly establish contact between the salesperson and the customer. When it is detected that the target customer has not added the corporate WeChat after the third preset time, the target customer is reminded by phone; when it is detected that the target customer has not been added after the fourth preset time, the first target salesperson is reminded to make a manual phone notification. This multi-channel reminder method can ensure that the contact between the salesperson and the customer is established, avoid the interruption of contact due to customer negligence or forgetfulness, and improve the conversion success rate of sales opportunities. Through the system's automated notification process, the workload of salespeople manually querying and recording lead information is reduced, and information omissions or errors caused by human negligence are avoided. Salespeople can devote more time and energy to communication with customers and sales follow-up, improving work efficiency. Sending a text message link to add corporate WeChat to customers provides customers with a convenient way of communication. Customers no longer need to manually enter complex contact information. They can simply click on a link to add the salesperson’s corporate WeChat, which greatly improves the convenience and efficiency of communication and enhances the customer experience.
[0036] Optionally, the method further includes dynamically adjusting the group upper limit according to the historical sales data of the target sales group, specifically including: Obtaining historical sales performance of each target sales team, wherein the historical sales performance includes historical sales volume, historical conversion rate, and historical customer satisfaction; A comprehensive sales capability index of each target sales group is calculated based on the historical sales performance, and the group upper limit of each target sales group is dynamically adjusted based on the comprehensive sales capability index.
[0037] Collect historical sales data for each target sales team, including historical sales, historical conversion rates, and historical customer satisfaction. These data can be obtained from the company's sales records, customer relationship management system (CRM), and market research feedback. For example, the total sales and sales order quantity of the team in the past period can be obtained through sales records; the customer conversion status and customer satisfaction score of the team can be queried through the CRM system. Sort and analyze the collected historical sales data to calculate the specific values of each sales indicator of each team. For example, when calculating the historical conversion rate, the number of successfully converted customers can be divided by the total number of contacted customers; when calculating the historical customer satisfaction, the scores of the customer satisfaction survey can be averaged or weighted averaged. At the same time, the data can also be visualized, such as drawing sales trend charts, conversion rate bar charts, etc., so as to more intuitively understand the sales performance of the team. Determine the evaluation indicators used to calculate the comprehensive sales capability index, which usually include historical sales, historical conversion rates, and historical customer satisfaction. At the same time, assign corresponding weights to each indicator to reflect its importance in the comprehensive sales capability evaluation. For example, the weight of historical sales can be set to 0.5, the weight of historical conversion rate can be set to 0.3, and the weight of historical customer satisfaction can be set to 0.2. Based on the historical sales data of each group, the score of each evaluation indicator is calculated. For example, for the historical sales indicator, the actual sales of the group can be compared with the sales target set by the enterprise or the industry average to calculate the score; for the historical conversion rate indicator, the score can be calculated by comparing the actual conversion rate of the group with the conversion rate target set by the enterprise; for the historical customer satisfaction indicator, the customer satisfaction score can be directly used as the score. Multiply the score of each indicator by the corresponding weight and then add them up to obtain the comprehensive sales ability index of each group. For example, if a group's historical sales score is 80 points, the historical conversion rate score is 70 points, and the historical customer satisfaction score is 90 points, then the comprehensive sales ability index of the group is 80×0.5+70×0.3+90×0.2=40+21+18=79. Set the adjustment rules based on the relationship between the comprehensive sales ability index and the group upper limit. For example, you can set that for every 10 points increase in the comprehensive sales ability index, the group upper limit increases by 10%; for every 10 points decrease, the group upper limit decreases by 10%. At the same time, you can also set the upper and lower limits of the adjustment range of the group upper limit to avoid excessive or insufficient adjustments. According to the comprehensive sales ability index of each group, the new group upper limit is calculated according to the adjustment rules. For example, the comprehensive sales ability index of a group is 80 points, which is 10 points higher than the benchmark value (assuming it is 70 points). According to the adjustment rules, the upper limit of the group should be increased by 10%. If the original upper limit of the group is 100 leads, the new upper limit of the group is 100×(1+10%)=110 leads.The comprehensive sales capability index and team cap should be recalculated and adjusted regularly (such as monthly or quarterly) to ensure that they can reflect the actual sales capability of the sales team and market changes in a timely manner.
[0038] In this way, it can ensure that the high-capacity group can handle more leads, while avoiding the overload of the low-capacity group, thereby optimizing the efficiency and effect of the distribution of sales leads. By dynamically adjusting the group cap according to the historical sales performance of the sales team, it can ensure that the distribution of sales leads is more reasonable and scientific. The high-capacity group can handle more leads, give full play to its sales advantages, and improve sales performance; while the low-capacity group can avoid the waste of sales opportunities due to too many leads that cannot be effectively handled, thereby achieving the optimal allocation of sales resources. Reasonable group cap adjustment can make the sales team more efficient in handling leads. The high-capacity group can concentrate on handling more high-value leads and improve sales conversion rates in the areas and scopes it excels in; the low-capacity group can focus on improving its own sales capabilities and gradually improve the efficiency and quality of its lead handling, thereby improving the sales efficiency of the entire sales team. Dynamic adjustment of the group cap provides a clear incentive mechanism for the sales team. In order to obtain a higher group cap, the sales team will strive to improve its sales performance and comprehensive sales capabilities, thus forming a healthy competitive atmosphere. This competition mechanism can constantly stimulate the potential of the sales team, prompting them to continuously learn and improve sales skills, improve their sales capabilities and performance levels, and thus drive the entire sales team forward. The market environment and customer needs are constantly changing, and the sales team's sales capabilities and business priorities also need to be adjusted accordingly. By regularly adjusting the team's upper limit based on historical sales data, the sales team can adapt to market changes in a timely manner, flexibly adjust sales strategies and resource allocation, and maintain a steady growth in sales performance. For example, when market demand increases, high-capacity teams can appropriately increase the amount of leads they handle to seize market opportunities; when market demand decreases, low-capacity teams can reduce the amount of leads they handle and focus on improving sales quality and customer satisfaction.
[0039] Optionally, the calculating of the comprehensive sales capability index of each target sales team according to the historical sales performance, and dynamically adjusting the team upper limit of each target sales team according to the comprehensive sales capability index includes: The sales score is calculated by comparing the historical sales of the target sales group with the preset target sales, the conversion rate score is calculated by comparing the historical conversion rate of the target sales group with the preset target conversion rate, and the customer satisfaction score of the target sales group is calculated based on the customer satisfaction survey results; The sales score, the conversion rate score and the customer satisfaction score are weightedly calculated to obtain a comprehensive sales ability index, and the group upper limit is adjusted according to preset adjustment rules based on the comprehensive sales ability index.
[0040] Compare the historical sales of the target sales team with the preset target sales to calculate the sales score. The specific calculation formula can be: Sales score = (historical sales / preset target sales) × 100. For example, if the historical sales of a team is 1.2 million yuan and the preset target sales is 1 million yuan, the sales score is (120 ÷ 100) × 100 = 120 points. The sales score reflects the performance of the sales team in achieving sales targets. The higher the score, the better the sales performance of the team, and the more effective or overfulfilled the sales task. Compare the historical conversion rate of the target sales team with the preset target conversion rate to calculate the conversion rate score. The calculation formula can be: Conversion rate score = (historical conversion rate / preset target conversion rate) × 100. For example, if the historical conversion rate of a team is 20% and the preset target conversion rate is 15%, the conversion rate score is (20% ÷ 15%) × 100 ≈ 133.33 points. The conversion rate score reflects the sales team's ability to convert potential customers into actual customers. A higher conversion rate score indicates that the team has higher efficiency and ability in customer conversion and can better convert sales leads into actual sales. The customer satisfaction score of the target sales team is calculated through the results of the customer satisfaction survey. The average score of the customer satisfaction questionnaire can be used, or quantitative scoring can be performed according to different levels of customer satisfaction. For example, if the average score of the customer satisfaction questionnaire is 4.5 points (out of 5 points), the customer satisfaction score is 4.5×20=90 points (assuming that the full score of 5 points is mapped to 100 points). The customer satisfaction score reflects the performance of the sales team in customer service. A higher customer satisfaction score indicates that the team can provide customers with high-quality services and meet customer needs, which helps to improve customer loyalty and reputation, thereby promoting sales performance. To perform weighted calculations on sales scores, conversion rate scores, and customer satisfaction scores, the weights of each indicator must be determined first. The weights can be adjusted according to the company's business strategy and sales goals. For example, if the company currently focuses more on the growth of sales performance, a higher weight can be given to the sales score; if the company pays more attention to customer experience and reputation, the weight of the customer satisfaction score can be appropriately increased. Assume that the weights of sales score, conversion rate score and customer satisfaction score are 0.5, 0.3 and 0.2 respectively. Multiply the score of each indicator by the corresponding weight and then add them together to get the comprehensive sales ability index. The calculation formula is: Comprehensive sales ability index = sales score × weight + conversion rate score × weight + customer satisfaction score × weight. For example, if a group's sales score is 120 points, the conversion rate score is 133.33 points, and the customer satisfaction score is 90 points, then the group's comprehensive sales ability index is 120 × 0.5 + 133.33 × 0.3 + 90 × 0.2 = 60 + 40 + 18 = 118.33. According to the relationship between the comprehensive sales ability index and the group upper limit, set the preset adjustment rules.For example, it can be set that for every 10 points increase in the comprehensive sales ability index, the group upper limit increases by 5%; for every 10 points decrease, the group upper limit decreases by 5%. At the same time, the upper and lower limits of the adjustment range of the group upper limit can also be set to ensure that the adjusted group upper limit is within a reasonable range. According to the comprehensive sales ability index of each group, the group upper limit is adjusted according to the preset adjustment rules. For example, the comprehensive sales ability index of a group is 118.33, which is 18.33 points higher than the benchmark value (assuming it is 100). According to the adjustment rules, the upper limit of the group should be increased by 9.165%. If the original upper limit of the group is 100 leads, the new upper limit of the group is 100×(1+9.165%)≈109.17 leads, which can be rounded to 109 leads. The comprehensive sales ability index and the group upper limit should be recalculated and adjusted regularly (such as monthly or quarterly) to ensure that they can timely reflect the actual sales ability and market changes of the sales team. In this way, it can ensure that the high-ability group can handle more leads while avoiding overloading of the low-ability group, thereby optimizing the efficiency and effect of sales lead allocation.
[0041] Figure 2 is another flowchart of the method for automatically allocating private domain leads disclosed in the embodiment of the present application, such as Figure 2 As shown, leads from Douyin, video accounts, e-commerce, Xiaohongshu, etc. enter the system, calculate the lead points, and then enter the lead allocation system to match the sales team list. If no suitable team is matched, the lead will be put into the high seas (shared pool) and wait for manual allocation. If multiple suitable teams are matched, the target team is determined according to the team weight and the number of leads allocated on that day. Then sales personnel are assigned to the target team, the sales personnel allocation priority is calculated, and the person with the highest priority is selected for allocation. After receiving the lead, the sales personnel will start trying to convert the lead.
[0042] This embodiment also discloses a system for automatically allocating private domain leads. Figure 3 is a module diagram of a system for automatically allocating private domain leads disclosed in an embodiment of the present application, such as Figure 3 As shown, the system includes a collection module 301, a distribution module 302, a sales module 303 and a reminder module 304, wherein: The acquisition module 301 is configured to obtain sales leads from multiple authorized channels, divide the attributes of the sales leads into multiple attributes, assign a corresponding weight to each attribute, and calculate the value of each sales lead by weighting, wherein the multiple attributes include source channel, lead location, mobile phone model, and age; The allocation module 302 is configured to determine the target sales group whose number of allocated leads on that day is lower than the upper limit of the group, calculate the group allocation score of each target sales group according to the ratio of the number of allocated leads on that day to the first allocation coefficient, and use the target sales group with the lowest group allocation score as the group to be allocated corresponding to the sales lead with the highest current value score; The sales module 303 is configured to calculate the sales allocation score of each salesperson according to the ratio of the number of leads allocated by the salesperson on the day to the second allocation coefficient, and select the first target salesperson whose skill score is greater than the value score in the order of the sales allocation scores from low to high to allocate the sales lead with the highest current value score; The reminder module 304 is configured to put the sales lead into a shared pool and remind the target person to process it when there is no first target salesperson with a skill score greater than the value score.
[0043] Optionally, the system further includes a first adjustment module configured to: Obtaining target leads with target attributes within a first preset time, wherein the target leads are sales leads that are successfully converted into actual sales, and calculating the lead conversion rate according to the ratio of the target leads to the total leads; Obtaining a first sales amount and a first cost of the target lead, and calculating a first return on investment according to a ratio of the first sales amount to the first cost; The weight of each attribute is adjusted according to the lead conversion rate and the first return on investment.
[0044] Optionally, the first adjustment module is further configured to: By analyzing historical sales data, calculating the correlation between the conversion rate and sales performance of sales leads with different attributes, and determining a first weight coefficient of the lead conversion rate according to the correlation; Determine the position of the return on investment in the weight adjustment according to the business strategy and objectives of the enterprise, and determine the second weight coefficient of the return on investment according to the position; The weight of each attribute is adjusted according to the first weight coefficient and the second weight coefficient.
[0045] Optionally, the system further includes a second adjustment module configured to: Obtaining a second sales volume and a second cost of a second target salesperson within a second preset time, and calculating a second rate of return on investment according to a ratio of the second sales volume to the second cost; The salespeople are sorted from high to low according to the second ROI, and the skill points are divided proportionally.
[0046] Optionally, the system further includes a notification module configured to: When the sales lead with the highest current value score is assigned to the first target salesperson, the first target salesperson is notified via phone or text message, and the notification content includes the contact information and source channel of the target customer; Sending a text message link for adding the first target salesperson's corporate WeChat to the target customer; When it is detected that the target customer has not added the corporate WeChat of the first target salesperson after a third preset time has passed, reminding the target customer by phone; When it is detected that the target customer has not added the corporate WeChat of the first target salesperson after a fourth preset time has passed, reminding the first target salesperson to make a manual telephone notification; When the target customer successfully adds the corporate WeChat account of the first target salesperson, it is marked as authorized successfully, and when there is a subsequent order conversion, it is marked as an order.
[0047] Optionally, the system further includes a third adjustment module configured to: Obtaining historical sales performance of each target sales team, wherein the historical sales performance includes historical sales volume, historical conversion rate, and historical customer satisfaction; A comprehensive sales capability index of each target sales group is calculated based on the historical sales performance, and the group upper limit of each target sales group is dynamically adjusted based on the comprehensive sales capability index.
[0048] Optionally, the third adjustment module is configured to: The sales score is calculated by comparing the historical sales of the target sales group with the preset target sales, the conversion rate score is calculated by comparing the historical conversion rate of the target sales group with the preset target conversion rate, and the customer satisfaction score of the target sales group is calculated based on the customer satisfaction survey results; The sales score, the conversion rate score and the customer satisfaction score are weightedly calculated to obtain a comprehensive sales ability index, and the group upper limit is adjusted according to preset adjustment rules based on the comprehensive sales ability index.
[0049] It should be noted that: when the device provided in the above embodiment realizes its function, only the division of the above functional modules is used as an example. In actual application, the above functions can be assigned to different functional modules as needed, that is, the internal structure of the device is divided into different functional modules to complete all or part of the functions described above. In addition, the device and method embodiments provided in the above embodiment belong to the same concept, and the specific implementation process is detailed in the method embodiment, which will not be repeated here.
[0050] This embodiment also discloses an electronic device, referring to Figure 4The electronic device may include: at least one processor 401 , at least one communication bus 402 , a user interface 403 , a network interface 404 , and at least one memory 405 .
[0051] The communication bus 402 is used to realize the connection and communication between these components.
[0052] The user interface 403 may include a display screen (Display) and a camera (Camera). Optionally, the user interface 403 may also include a standard wired interface and a wireless interface.
[0053] The network interface 404 may optionally include a standard wired interface or a wireless interface (such as a WI-FI interface).
[0054] Among them, the processor 401 may include one or more processing cores. The processor 401 uses various interfaces and lines to connect various parts in the entire server, and executes various functions of the server and processes data by running or executing instructions, programs, code sets or instruction sets stored in the memory 405, and calling data stored in the memory 405. Optionally, the processor 401 can be implemented in at least one hardware form of digital signal processing (Digital Signal Processing, DSP), field programmable gate array (Field-Programmable Gate Array, FPGA), and programmable logic array (Programmable Logic Array, PLA). The processor 401 can integrate one or a combination of a central processing unit (Central Processing Unit, CPU), a graphics processing unit (Graphics Processing Unit, GPU) and a modem. Among them, the CPU mainly processes the operating system, user interface and application programs; the GPU is responsible for rendering and drawing the content to be displayed on the display screen; the modem is used to process wireless communications. It can be understood that the above-mentioned modem may not be integrated into the processor 401, and it can be implemented separately through a chip.
[0055] Among them, the memory 405 may include a random access memory (Random Access Memory, RAM) and may also include a read-only memory (Read-Only Memory). Optionally, the memory 405 includes a non-transitory computer-readable storage medium. The memory 405 can be used to store instructions, programs, codes, code sets or instruction sets. The memory 405 may include a program storage area and a data storage area, wherein the program storage area may store instructions for implementing an operating system, instructions for at least one function (such as a touch function, a sound playback function, an image playback function, etc.), instructions for implementing the above-mentioned various method embodiments, etc.; the data storage area may store data involved in the above-mentioned various method embodiments, etc. The memory 405 may also be optionally at least one storage device located away from the aforementioned processor 401. As Figure 4 As shown, the memory 405 as a computer storage medium may include an operating system, a network communication module, a user interface module, and an application program of the method for automatically allocating private domain leads.
[0056] exist Figure 4 In the electronic device shown, the user interface 403 is mainly used to provide an input interface for the user and obtain data input by the user; and the processor 401 can be used to call the application program storing the method of automatic allocation of private domain clues in the memory 405. When executed by one or more processors 401, the electronic device executes one or more methods in the above-mentioned embodiments.
[0057] It should be noted that, for the aforementioned method embodiments, for the sake of simplicity, they are all described as a series of action combinations, but those skilled in the art should be aware that the present application is not limited by the order of the actions described, because according to the present application, certain steps can be performed in other orders or simultaneously. Secondly, those skilled in the art should also be aware that the embodiments described in the specification are all preferred embodiments, and the actions and modules involved are not necessarily required for the present application.
[0058] In the above embodiments, the description of each embodiment has its own emphasis. For parts that are not described in detail in a certain embodiment, reference can be made to the relevant descriptions of other embodiments.
[0059] In the several embodiments provided in this application, it should be understood that the disclosed devices can be implemented in other ways. For example, the device embodiments described above are only schematic, such as the division of units, which is only a logical function division. There may be other division methods in actual implementation, such as multiple units or components can be combined or integrated into another system, or some features can be ignored or not executed. Another point is that the mutual coupling or direct coupling or communication connection shown or discussed can be through some service interfaces, and the indirect coupling or communication connection of devices or units can be electrical or other forms.
[0060] The units described as separate components may or may not be physically separated, and the components shown as units may or may not be physical units, that is, they may be located in one place or distributed on multiple network units. Some or all of the units may be selected according to actual needs to achieve the purpose of the solution of this embodiment.
[0061] In addition, each functional unit in each embodiment of the present application may be integrated into one processing unit, or each unit may exist physically separately, or two or more units may be integrated into one unit. The above-mentioned integrated unit may be implemented in the form of hardware or in the form of software functional units.
[0062] If the integrated unit is implemented in the form of a software functional unit and sold or used as an independent product, it can be stored in a computer-readable memory. Based on this understanding, the technical solution of the present application, or the part that contributes to the prior art, or all or part of the technical solution can be embodied in the form of a software product, and the computer software product is stored in a memory 405, including a number of instructions for a computer device (which can be a personal computer, server or network device, etc.) to perform all or part of the steps of the various embodiments of the present application. The aforementioned memory 405 includes: various media that can store program codes, such as a USB flash drive, a mobile hard disk, a magnetic disk or an optical disk.
[0063] The above is only an exemplary embodiment of the present disclosure and cannot be used to limit the scope of the present disclosure. That is, any equivalent changes and modifications made according to the teachings of the present disclosure are still within the scope of the present disclosure. After considering the disclosure of the specification, those skilled in the art will easily think of other embodiments of the present disclosure. This application is intended to cover any modification, use or adaptation of the present disclosure, which follows the general principles of the present disclosure and includes common knowledge or customary technical means in the technical field that are not recorded in the present disclosure. The description and examples are only regarded as exemplary, and the scope and spirit of the present disclosure are defined by the claims.
Claims
1. A method for automatically allocating private domain leads, characterized in that: Applied to a server, the method comprises: Obtain sales leads from multiple authorized channels, divide the attributes of sales leads into multiple attributes, assign corresponding weights to each attribute, and calculate the value of each sales lead by weighting. The multiple attributes include source channel, lead location, mobile phone model and age; Determine the target sales group whose number of allocated leads on that day is lower than the upper limit of the group, calculate the group allocation score of each target sales group according to the ratio of the number of allocated leads on that day to the first allocation coefficient, and use the target sales group with the lowest group allocation score as the group to be allocated corresponding to the sales lead with the highest current value score; Calculate the sales allocation score of each salesperson according to the ratio of the number of leads allocated to the salesperson on that day to the second allocation coefficient, and select the first target salesperson with a skill score greater than the value score in the order of the sales allocation scores from low to high to allocate the sales lead with the highest current value score; When there is no first target salesperson whose skill score is greater than the value score, the sales lead is put into a shared pool and the target person is reminded to process it.
2. The method for automatically allocating private domain leads according to claim 1, characterized in that: The method further includes adjusting the weight of each attribute, specifically including: Obtaining target leads with target attributes within a first preset time, wherein the target leads are sales leads that are successfully converted into actual sales, and calculating the lead conversion rate according to the ratio of the target leads to the total leads; Obtaining a first sales amount and a first cost of the target lead, and calculating a first return on investment according to a ratio of the first sales amount to the first cost; The weight of each attribute is adjusted according to the lead conversion rate and the first return on investment.
3. The method for automatically allocating private domain leads according to claim 2, characterized in that: The step of adjusting the weight of each attribute according to the lead conversion rate and the return on investment includes: By analyzing historical sales data, calculating the correlation between the conversion rate and sales performance of sales leads with different attributes, and determining a first weight coefficient of the lead conversion rate according to the correlation; Determine the position of the return on investment in the weight adjustment according to the business strategy and objectives of the enterprise, and determine the second weight coefficient of the return on investment according to the position; The weight of each attribute is adjusted according to the first weight coefficient and the second weight coefficient.
4. The method for automatically allocating private domain leads according to claim 1, characterized in that: The method further includes adjusting the salesperson's skill score according to sales performance, specifically including: Obtaining a second sales volume and a second cost of a second target salesperson within a second preset time, and calculating a second rate of return on investment according to a ratio of the second sales volume to the second cost; The salespeople are sorted from high to low according to the second ROI, and the skill points are divided proportionally.
5. The method for automatically allocating private domain leads according to claim 1, characterized in that: The method further comprises: When the sales lead with the highest current value score is assigned to the first target salesperson, the first target salesperson is notified via phone or text message, and the notification content includes the contact information and source channel of the target customer; Sending a text message link for adding the first target salesperson's corporate WeChat to the target customer; When it is detected that the target customer has not added the corporate WeChat of the first target salesperson after a third preset time has passed, reminding the target customer by phone; When it is detected that the target customer has not added the corporate WeChat of the first target salesperson after a fourth preset time has passed, reminding the first target salesperson to make a manual telephone notification; When the target customer successfully adds the corporate WeChat account of the first target salesperson, it is marked as authorized successfully, and when there is a subsequent order conversion, it is marked as an order.
6. The method for automatically allocating private domain leads according to claim 1, characterized in that: The method further includes dynamically adjusting the group upper limit according to the historical sales data of the target sales group, specifically including: Obtaining historical sales performance of each target sales team, wherein the historical sales performance includes historical sales volume, historical conversion rate, and historical customer satisfaction; A comprehensive sales capability index of each target sales group is calculated based on the historical sales performance, and the group upper limit of each target sales group is dynamically adjusted based on the comprehensive sales capability index.
7. The method for automatically allocating private domain leads according to claim 6, characterized in that: The step of calculating the comprehensive sales capability index of each target sales team according to the historical sales performance and dynamically adjusting the team upper limit of each target sales team according to the comprehensive sales capability index includes: The sales score is calculated by comparing the historical sales of the target sales group with the preset target sales, the conversion rate score is calculated by comparing the historical conversion rate of the target sales group with the preset target conversion rate, and the customer satisfaction score of the target sales group is calculated based on the customer satisfaction survey results; The sales score, the conversion rate score and the customer satisfaction score are weightedly calculated to obtain a comprehensive sales ability index, and the group upper limit is adjusted according to preset adjustment rules based on the comprehensive sales ability index.
8. A system for automatically allocating private domain leads, characterized in that: It includes collection module, distribution module, sales module and reminder module, among which: A collection module is configured to obtain sales leads from multiple authorized channels, divide the attributes of the sales leads into multiple attributes, and assign a corresponding weight to each attribute, and calculate the value score of each sales lead by weighting. The multiple attributes include source channel, lead location, mobile phone model and age; An allocation module is configured to determine a target sales group whose number of allocated leads on that day is lower than the upper limit of the group, calculate the group allocation score of each target sales group according to the ratio of the number of allocated leads on that day to the first allocation coefficient, and use the target sales group with the lowest group allocation score as the group to be allocated corresponding to the sales lead with the highest current value score; The sales module is configured to calculate the sales allocation score of each salesperson according to the ratio of the number of leads allocated by the salesperson on the day to the second allocation coefficient, and select the first target salesperson whose skill score is greater than the value score in the order of the sales allocation scores from low to high to allocate the sales lead with the highest current value score; The reminder module is configured to put the sales lead into a shared pool and remind the target person to process it when there is no first target salesperson with a skill score greater than the value score.
9. An electronic device, characterized in that: It includes a processor, a memory, a user interface and a network interface, the memory is used to store instructions, the user interface and the network interface are both used to communicate with other devices, and the processor is used to execute the instructions stored in the memory so that the electronic device executes the method as described in any one of claims 1-7.
10. A computer-readable storage medium, characterized in that: The computer-readable storage medium stores instructions, and when the instructions are executed, the method according to any one of claims 1 to 7 is executed.
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