Business opportunity automatic circulation method, system and device and storage medium

Abstract

The invention discloses an automatic business opportunity circulation method, system and device and a storage medium. When the method provided by the embodiment of the invention is executed, a plurality of first target enterprises can be determined from a large number of potential target enterprises on the basis of a preset enterprise screening label, then the target enterprises are further screened according to a preset business opportunity judgment condition, and a plurality of second target enterprises meeting the condition are identified. And then, a preset filtering rule is adopted to filter the second target enterprise, so that the enterprises which do not meet the specific requirements are eliminated, and finally, a plurality of high-quality business opportunity enterprises are obtained. And for each screened and filtered business opportunity enterprise, automatically generating corresponding business opportunity data for subsequent management and tracking. And finally, according to a preset distribution condition, intelligently distributing the generated multiple business opportunity data to different target reaching channels, thereby realizing accurate and multi-channel business opportunity promotion and follow-up, and improving the efficiency and effect of overall business opportunity circulation.

Description

Technical Field

[0001] The present application relates to the field of computer technology, and in particular to a method, system, device and storage medium for automatically transferring business opportunities. Background Art

[0002] Currently, most enterprise management tools or customer relationship management systems (CRMs) on the market focus on single-step processing of business opportunities, such as lead collection, customer follow-up, or order management. They lack unified management and automated flow support for the entire cycle of business opportunities, from discovery, judgment, allocation, and contact to final transaction. Typically, in actual operations, companies need to split business opportunity data into multiple stages, with different departments or personnel manually handling each stage. This segmented process with high manual intervention not only reduces the timeliness of the overall business opportunity flow, but is also prone to lost business opportunities, repeated follow-up, or poor customer experience due to untimely or erroneous information transmission, affecting sales performance and market responsiveness.

[0003] Therefore, how to achieve full-cycle automated management and seamless flow of business opportunities from discovery to transaction to improve flow efficiency and reduce human errors is a technical problem that technical personnel in this field urgently need to solve. Summary of the Invention

[0004] Based on the above problems, this application provides a method, system, equipment and storage medium for the automatic circulation of business opportunities, which can realize the full cycle automated management and seamless circulation of business opportunities from discovery to transaction, so as to improve circulation efficiency and reduce human errors.

[0005] The embodiments of this application disclose the following technical solutions:

[0006] A method for automatically transferring business opportunities, the method comprising:

[0007] Determining a plurality of first target enterprises according to preset enterprise screening labels, and identifying a plurality of second target enterprises among the plurality of target enterprises according to preset business opportunity determination conditions;

[0008] Filtering the plurality of second target enterprises according to a preset filtering rule to obtain a plurality of business opportunity enterprises;

[0009] For each business opportunity enterprise, generate business opportunity data of the business opportunity enterprise;

[0010] Divert multiple business opportunity data to different target reach channels based on preset diversion conditions.

[0011] In a possible implementation, the diversion condition includes any one of a proportional diversion condition, a label diversion condition, and an event diversion condition.

[0012] In a possible implementation, each business opportunity enterprise is marked with an enterprise type label, and the enterprise type label is used to indicate the type characteristics of the enterprise;

[0013] The method of diverting multiple business opportunity data to different target reach channels according to preset diversion conditions includes:

[0014] Based on the label diversion conditions, the multiple business opportunity data are classified and divided in combination with the enterprise labels of each business opportunity enterprise, and different categories of business opportunity data are respectively allocated to corresponding target reach channels.

[0015] In a possible implementation, each business opportunity enterprise is marked with an enterprise business opportunity event label, and the enterprise business opportunity event label is used to indicate a key business event triggered by the enterprise;

[0016] The method of diverting multiple business opportunity data to different target reach channels according to preset diversion conditions includes:

[0017] Based on the event diversion conditions, the multiple business opportunity data are classified in combination with the business opportunity event tags of each business opportunity enterprise, and the business opportunities corresponding to different events are respectively allocated to corresponding target reach channels.

[0018] In one possible implementation, the diverting of multiple business opportunity data to different target reach channels according to preset diversion conditions includes:

[0019] Based on the proportional diversion condition, the multiple business opportunity data are divided according to the set proportion, and different shares of business opportunity data are respectively allocated to corresponding target reach channels.

[0020] In a possible implementation, the method further includes:

[0021] Monitor the response messages from each target reach channel and count the total number of successful deliveries and response return data based on the response messages; the response messages are specific feedback from the target reach channel on the allocated business opportunity data; the response return data is used to indicate the actual user feedback on the business opportunity reach;

[0022] The preset enterprise screening label, the preset business opportunity determination condition and the preset filtering rule are adjusted based on the total number of successful issuances and the response return flow data.

[0023] A business opportunity automatic circulation system, comprising: a business opportunity generation module, a filtering module and a business opportunity diversion module; the business opportunity generation module is connected to the filtering module; the filtering module is connected to the business opportunity diversion module;

[0024] The business opportunity generation module is configured to determine a plurality of first target enterprises based on preset enterprise screening tags, and identify a plurality of second target enterprises among the plurality of target enterprises based on preset business opportunity determination conditions;

[0025] The filtering module is configured to filter the plurality of second target enterprises according to a preset filtering rule to obtain a plurality of business opportunity enterprises, and generate business opportunity data for each business opportunity enterprise;

[0026] The business opportunity diversion module is used to divert multiple business opportunity data to different target reach channels according to preset diversion conditions.

[0027] In a possible implementation, the system further includes: an analysis and tracing module; the analysis and tracing module is connected to the business opportunity diversion module, the filtering module, and the business opportunity generation module respectively;

[0028] The analysis and backtracking module is used to:

[0029] Monitor the response messages from each target reach channel and calculate the total number of successful deliveries and response return data based on the response messages; the response messages are specific feedback from the target reach channel on the allocated business opportunity data; the response return data is used to indicate the actual user feedback on the business opportunity reach;

[0030] The preset enterprise screening label, the preset business opportunity determination condition and the preset filtering rule are adjusted based on the total number of successful issuances and the response return flow data.

[0031] A device for automatically transferring business opportunities includes: a memory, a processor, and a computer program stored in the memory and executable on the processor. When the processor executes the computer program, the method for automatically transferring business opportunities as described above is implemented.

[0032] A computer-readable storage medium stores instructions, which, when executed on a terminal device, enable the terminal device to execute the automatic flow method of business opportunities as described above.

[0033] Compared with the existing technology, this application has the following beneficial effects:

[0034] The present application provides a method, system, device and storage medium for the automatic circulation of business opportunities. Specifically, when executing the automatic circulation method of business opportunities provided by the embodiment of the present application, first, based on the preset enterprise screening labels and business opportunity determination conditions, it is possible to accurately identify and filter out target enterprises that meet the requirements, thereby automatically generating corresponding business opportunity data. Subsequently, these business opportunities are further optimized using preset filtering rules, invalid targets are eliminated, and resources are concentrated on high-potential business opportunities. Finally, according to the preset diversion conditions, the screened and filtered business opportunity data are intelligently and orderly allocated to different target access channels to achieve multi-channel collaborative marketing. The present application only needs to formulate comprehensive business opportunity circulation rules (such as enterprise screening labels, business opportunity determination conditions and filtering rules) in advance to achieve the full cycle automatic circulation of business opportunities from preliminary identification to channel allocation, greatly reducing human intervention and operational errors, and improving the efficiency and accuracy of business opportunity circulation. At the same time, through automated and precise process control, not only the timeliness of business opportunity access is improved, but also the user's good experience is guaranteed, avoiding the common waste of resources and information island problems in traditional manual operations. BRIEF DESCRIPTION OF THE DRAWINGS

[0035] In order to more clearly illustrate the technical solutions in this embodiment or the prior art, the following is a brief introduction to the drawings required for use in the embodiments or the prior art descriptions. Obviously, the drawings described below are only some embodiments of the present application. For ordinary technicians in this field, other drawings can be obtained based on these drawings without creative work.

[0036] Figure 1 A method flow chart of an automatic flow method of business opportunities provided in an embodiment of the present application;

[0037] Figure 2 A schematic diagram of the structure of an automatic circulation system for business opportunities provided in an embodiment of the present application. DETAILED DESCRIPTION

[0038] To facilitate understanding of the technical solutions provided by the embodiments of the present application, the background technology involved in the embodiments of the present application will be described below.

[0039] A business opportunity refers to a customer or market opportunity with the potential to generate business growth or close a deal. It typically manifests as a customer's purchasing intent, project requirements, or potential transactions with potential for collaboration, and is a key driver of a company's sales activities. A business opportunity includes basic customer information, demand information, and relevant interaction records, and serves as a prerequisite for the sales team to conduct follow-up and close a deal. The business opportunity flow describes the entire process from identifying a potential opportunity to ultimately closing a deal. This process includes opportunity discovery, screening and evaluation, assigning the opportunity to the appropriate salesperson or outreach channel, conducting follow-up customer communications, and ultimately closing or closing the opportunity. An effective business opportunity flow mechanism ensures that opportunities are not missed or processed repeatedly, improving response time and resource efficiency, and promoting the achievement of sales goals.

[0040] Currently, there are no comprehensive tools available on the market for managing the entire business opportunity lifecycle. Most companies still rely on manually processing various pieces of business opportunity-related information and data. This traditional approach is not only inefficient but also prone to errors, resulting in a significant lack of timeliness in the flow of business opportunities. This situation has a significant negative impact on business development and market competitiveness.

[0041] In order to solve this problem, an embodiment of the present application provides a method, system, device and storage medium for the automatic circulation of business opportunities. First, multiple first target enterprises are determined based on preset enterprise screening labels, and multiple second target enterprises are identified based on preset business opportunity determination conditions. Subsequently, these second target enterprises are screened using preset filtering rules to obtain multiple qualified business opportunity enterprises. Then, corresponding business opportunity data is automatically generated for each business opportunity enterprise; finally, according to the preset diversion conditions, the generated multiple business opportunity data are intelligently diverted to different target contact channels to achieve efficient and automatic circulation of business opportunities. This application only needs to formulate business opportunity circulation rules (such as enterprise screening labels, business opportunity determination conditions and filtering rules) to achieve full-cycle automated circulation, reducing the time and energy of manual operations and improving marketing efficiency.

[0042] The following will be combined with the accompanying drawings in the embodiments of the present invention to clearly and completely describe the technical solutions in the embodiments of the present invention. Obviously, the embodiments described are only part of the embodiments of this application, not all of the embodiments. Based on the embodiments in this application, all other embodiments obtained by ordinary technicians in this field without making creative efforts are within the scope of protection of this application.

[0043] See also Figure 1 , which is a flow chart of a method for automatically transferring business opportunities provided by an embodiment of the present application, such as Figure 1 As shown, the automatic flow method of the business opportunity may include steps S101-S104:

[0044] S101: determining a plurality of first target enterprises according to preset enterprise screening tags, and identifying a plurality of second target enterprises among the plurality of target enterprises according to preset business opportunity determination conditions.

[0045] To facilitate the flow of business opportunities, the company first identifies multiple primary target companies from a vast pool of potential customers based on pre-defined company screening tags, ensuring that these companies possess certain characteristics, such as industry attributes, scale, or region, enabling efficient and accurate targeting. For example, these tags could include whether they are high-tech enterprises, industry category (e.g., manufacturing, internet), company size (e.g., 100-500 employees), and location (e.g., first-tier cities). Subsequently, based on these primary target companies, the company further identifies multiple secondary target companies with real potential for collaboration, combining pre-defined business opportunity criteria. These criteria are typically based on factors such as a company's current procurement needs, project budget, and the strength of its partnership intentions. For example, they assess whether a company has recently published relevant tender information, submitted a recent financing application, or has a clear procurement plan, thereby identifying them as valid business opportunities. This two-stage screening process effectively eliminates ineffective or low-value targets and accurately captures potential customers with a high likelihood of conversion, laying a solid foundation for subsequent business opportunity development and management.

[0046] S102: Filter the plurality of second target enterprises according to a preset filtering rule to obtain a plurality of business opportunity enterprises.

[0047] After identifying multiple secondary target companies, these companies can be further screened according to pre-set filtering rules to eliminate those that do not meet cooperation requirements or present potential risks, thereby obtaining more accurate and high-quality business opportunities. Filtering rules typically include, but are not limited to, excluding blacklisted companies, eliminating companies with abnormal financial conditions, cleaning up duplicate records, and filtering out companies with low credit scores. For example, blacklisted companies are those marked as ineligible due to historical breaches of contract, contract disputes, or credit issues. These companies are directly excluded from the business opportunity pool. In addition, filtering conditions can be set to exclude companies with continuous losses or excessive debt in their financial statements to avoid wasted resources and partnership risks. By applying these strict and scientific filtering rules, the authenticity and conversion rate of subsequent business opportunities can be effectively improved, ensuring the rational allocation and utilization of corporate marketing resources.

[0048] S103: For each business opportunity enterprise, generate business opportunity data of the business opportunity enterprise.

[0049] For each business opportunity enterprise that has been screened and filtered, corresponding business opportunity data can be generated to enable comprehensive and structured management and tracking of the business opportunity. The business opportunity data usually contains key information such as the company's basic information (such as name, industry, size, location), contact channels, historical interaction records, potential demand analysis, degree of cooperation intention, and related sales progress status. These data not only provide the sales team with a clear and detailed customer portrait, but also support subsequent precision marketing and personalized communication. At the same time, through standardized data generation and management, real-time updates and dynamic monitoring of business opportunities can be achieved, helping companies to promptly judge the value and priority of business opportunities, optimize resource allocation, and improve overall sales efficiency and success rate.

[0050] It should be noted that the enterprise information and data involved in this application when identifying and filtering enterprises are all information and data authorized by the enterprises or fully authorized by all parties, and the collection, use and processing of relevant information and data must comply with relevant laws, regulations and standards of relevant countries and regions.

[0051] S104: Divert multiple business opportunity data to different target reach channels according to preset diversion conditions.

[0052] Based on preset diversion conditions, multiple generated business opportunity data can be intelligently allocated to different target contact channels to achieve accurate and efficient customer communication and marketing promotion. Diversion conditions are usually formulated based on the characteristics, priorities, customer preferences and channel suitability of the business opportunity enterprise. For example, based on the customer's industry, scale or intention strength, high-value business opportunities are prioritized and allocated to the manual telesales team for one-on-one follow-up. For customers with a high repetition rate or low initial interest, artificial intelligence (AI) outbound call channels are used to automatically make calls for preliminary screening. In addition, it is also possible to combine SMS channels to send promotional information, WeChat mini-programs to push personalized content, and use enterprise WeChat (enterprise WeChat) to establish closer and more convenient communication with customers. This multi-channel contact model not only fully utilizes the advantages of each channel to improve customer response rate and conversion efficiency, but also continuously optimizes the diversion strategy based on actual feedback, realizes dynamic adjustment and precision marketing, and thus greatly promotes the effective conversion of business opportunities and improves sales performance.

[0053] Based on the contents of S101-S104, it can be seen that, first, multiple first target enterprises are determined based on the preset enterprise screening labels. Then, based on the preset business opportunity judgment conditions, multiple second target enterprises that meet the requirements are identified from these target enterprises. Then, the second target enterprises are further screened using the preset filtering rules to obtain multiple high-quality business opportunity enterprises. For each screened business opportunity enterprise, corresponding business opportunity data is automatically generated to facilitate subsequent processing and management. Finally, according to the preset diversion conditions, these business opportunity data are intelligently diverted to different target contact channels to achieve accurate and efficient business opportunity promotion and follow-up, thereby improving the overall efficiency and effectiveness of business opportunity circulation. This application only needs to set the business opportunity circulation rules (such as enterprise screening labels, business opportunity judgment conditions and filtering rules) to achieve full-cycle automated circulation, thereby greatly reducing the time and energy of manual operations and significantly improving marketing efficiency.

[0054] In a possible implementation, the diversion condition includes any one of a proportional diversion condition, a label diversion condition, and an event diversion condition.

[0055] It can be understood that the proportional diversion condition refers to allocating business opportunity data to different reach channels according to a preset ratio, for example, allocating 70% of business opportunities to manual telesales and 30% to AI outbound calls; the label diversion condition is based on the specific labels of business opportunities or enterprises (such as industry type, customer level) for classification and diversion, so as to achieve accurate matching of promotion strategies for different channels; the event diversion condition is based on specific triggering events (such as customers clicking links, replying to messages, etc.) to dynamically adjust the diversion path of business opportunities, thereby achieving more flexible and real-time customer reach management.

[0056] By using any combination of these three diversion conditions or applying them individually, business opportunities can be effectively and intelligently and reasonably directed to the most suitable channels, thereby improving the targeting and conversion effects of marketing.

[0057] In one possible implementation, each business opportunity enterprise is labeled with an enterprise type label. These labels are used to indicate the type characteristics of the enterprise, facilitating accurate screening and classification management. Enterprise type labels include, but are not limited to, dimensions such as the nature of the enterprise (such as high-tech enterprises), industry category (such as manufacturing, Internet), company size (such as the number of employees 100-500 people), and location (such as first-tier cities). By labeling business opportunity enterprises in detail, these labels can be flexibly used for targeted diversion and personalized reach based on different business needs and marketing strategies, thereby improving the accuracy of business opportunity matching and subsequent marketing effects.

[0058] In one possible implementation, the diverting of multiple business opportunity data to different target reach channels according to preset diversion conditions includes:

[0059] Based on the label diversion conditions, the multiple business opportunity data are classified and divided in combination with the enterprise labels of each business opportunity enterprise, and different categories of business opportunity data are respectively allocated to corresponding target reach channels.

[0060] Specifically, business opportunity data is carefully classified based on the enterprise type labels marked on each business opportunity enterprise, such as industry category, company size, and region. For example, for business opportunity enterprises in the internet industry with 100-500 employees, their business opportunity data can be preferentially allocated to AI outbound calling channels to achieve efficient and automated initial contact; while for high-tech enterprises in the manufacturing industry and located in first-tier cities, business opportunity data can be allocated to manual telesales teams to carry out more targeted and in-depth communication. In addition, smaller enterprises or those that respond more actively to digital channels can be promoted and reached through SMS or WeChat mini-program channels. Through this precise diversion based on enterprise labels, not only can the advantages of each contact channel be fully utilized, but also customer response rates and marketing conversion effects can be improved, achieving optimal allocation and utilization of resources.

[0061] In one possible implementation, each business opportunity enterprise is tagged with an enterprise opportunity event tag. This tag indicates key business events triggered by the enterprise, such as whether a company recently released relevant bidding information, submitted a financing application, issued a bidding information, submitted a procurement request, participated in an exhibition, or launched a major project. By adding these event tags to business opportunity enterprises, the company's latest business dynamics and potential partnership opportunities can be captured in real time, enabling more accurate and timely business opportunity identification and management, improving marketing response speed and conversion efficiency.

[0062] In one possible implementation, the diverting of multiple business opportunity data to different target reach channels according to preset diversion conditions includes:

[0063] Based on the event diversion conditions, the multiple business opportunity data are classified in combination with the business opportunity event tags of each business opportunity enterprise, and the business opportunities corresponding to different events are respectively allocated to corresponding target reach channels.

[0064] Specifically, in the process of diverting multiple business opportunity data to different target reach channels based on preset diversion conditions, multiple business opportunity data can be classified and managed based on the event diversion conditions and the business opportunity event tags marked by each business opportunity enterprise. For different business event types, such as tender releases, procurement needs or project launches, the corresponding business opportunities are associated with the most suitable reach channels to achieve efficient and accurate customer communication. For example, for urgent tender information, priority is given to quick follow-up through the manual telesales team; for ordinary procurement needs, relevant promotional information is pushed through SMS or WeChat mini-programs; and for companies participating in exhibitions or events, more direct contact can be established through enterprise micro-channels. This dynamic diversion strategy based on event tags can significantly improve the timeliness of business opportunity responses and conversion effects.

[0065] In one possible implementation, the diverting of multiple business opportunity data to different target reach channels according to preset diversion conditions includes:

[0066] Based on the proportional diversion condition, the multiple business opportunity data are divided according to the set proportion, and different shares of business opportunity data are respectively allocated to corresponding target reach channels.

[0067] Specifically, based on proportional diversion conditions, multiple business opportunity data can be divided according to pre-set ratios, with different shares of business opportunity data allocated to corresponding target reach channels. For example, 70% of business opportunity data can be allocated to manual telesales channels for in-depth follow-up, 20% to AI outbound call channels for automated initial contact, and the remaining 10% for promotion and reminders via SMS or WeChat mini-programs. This proportional diversion method can rationally allocate resources across channels, balance the efficiency of human and automated tools, and thus improve the overall reach and conversion rate of business opportunities.

[0068] In a possible implementation, the method further includes:

[0069] Monitor the response messages from each target reach channel and count the total number of successful deliveries and response return data based on the response messages. Then, adjust the preset enterprise screening tags, the preset business opportunity determination conditions, and the preset filtering rules based on the total number of successful deliveries and the response return data.

[0070] Specifically, response messages refer to the specific feedback from the target reach channel on the assigned business opportunity data, such as the connection rate of the telemarketing channel and the open rate of the SMS channel. Response return flow data is used to indicate the actual user feedback on the business opportunity reach, such as user replies and click-through behavior.

[0071] By collecting and analyzing this data, we can dynamically adjust preset enterprise screening tags, opportunity identification criteria, and filtering rules. For example, if we find that enterprises in a certain industry have a low response rate to business opportunity outreach, we can consider adjusting the screening tags or identification criteria for that industry. If the response rate of a certain outreach channel is low, we can adjust the filtering rules accordingly to reduce reliance on that channel.

[0072] This approach not only improves the effectiveness of marketing activities, but also ensures the efficient use of resources, thereby continuously optimizing the entire business opportunity management process.

[0073] For example, if it is detected that the connection rate of the telemarketing channel is low, the filtering rules can be adjusted to reduce the frequency of use of the telemarketing channel;

[0074] If companies in a certain industry have a high response rate to SMS channels, you can adjust the screening tags to increase the screening weight of companies in that industry;

[0075] If the historical interaction records of certain companies indicate that they prefer to interact through WeChat Mini Programs, the judgment conditions can be adjusted to prioritize the business opportunity data of these companies to the WeChat Mini Program channel.

[0076] Through this dynamic adjustment mechanism, we can ensure that the strategies at each stage are based on the latest data feedback, thereby continuously optimizing the overall marketing effect.

[0077] See also Figure 2 , Figure 2 This is a schematic diagram of the structure of an automatic flow system for business opportunities provided by an embodiment of the present application. Figure 2 As shown, the automatic circulation system of business opportunities includes: a business opportunity generation module 201, a filtering module 202 and a business opportunity diversion module 203; the business opportunity generation module 201 is connected to the filtering module 202; the filtering module 202 is connected to the business opportunity diversion module 203.

[0078] The business opportunity generation module 201 is configured to determine a plurality of first target enterprises based on preset enterprise screening tags, and identify a plurality of second target enterprises among the plurality of target enterprises based on preset business opportunity determination conditions;

[0079] The filtering module 202 is configured to filter the plurality of second target enterprises according to a preset filtering rule to obtain a plurality of business opportunity enterprises, and generate business opportunity data for each business opportunity enterprise;

[0080] The business opportunity diversion module 203 is used to divert multiple business opportunity data to different target reach channels according to preset diversion conditions.

[0081] In a possible implementation, the diversion condition includes any one of a proportional diversion condition, a label diversion condition, and an event diversion condition.

[0082] In a possible implementation, each business opportunity enterprise is marked with an enterprise type label, and the enterprise type label is used to indicate the type characteristics of the enterprise.

[0083] In a possible implementation, the business opportunity diversion module 203 is specifically configured to:

[0084] Based on the label diversion conditions, the multiple business opportunity data are classified and divided in combination with the enterprise labels of each business opportunity enterprise, and different categories of business opportunity data are respectively allocated to corresponding target reach channels.

[0085] In a possible implementation, each business opportunity enterprise is marked with an enterprise business opportunity event label, and the enterprise business opportunity event label is used to indicate a key business event triggered by the enterprise.

[0086] In a possible implementation, the business opportunity diversion module 203 is specifically configured to:

[0087] Based on the event diversion conditions, the multiple business opportunity data are classified in combination with the business opportunity event tags of each business opportunity enterprise, and the business opportunities corresponding to different events are respectively allocated to corresponding target reach channels.

[0088] In a possible implementation, the business opportunity diversion module 203 is specifically configured to:

[0089] Based on the proportional diversion condition, the multiple business opportunity data are divided according to the set proportion, and different shares of business opportunity data are respectively allocated to corresponding target reach channels.

[0090] In a possible implementation, the device further includes: an analysis and tracing module 204; the analysis and tracing module 204 is connected to the business opportunity diversion module 203, the filtering module 202 and the business opportunity generation module 201 respectively;

[0091] The analysis and tracing back module 204 is used to:

[0092] Monitor the response messages from each target reach channel and calculate the total number of successful deliveries and response return data based on the response messages; the response messages are specific feedback from the target reach channel on the allocated business opportunity data; the response return data is used to indicate the actual user feedback on the business opportunity reach;

[0093] The preset enterprise screening label, the preset business opportunity determination condition and the preset filtering rule are adjusted based on the total number of successful issuances and the response return flow data.

[0094] In addition, an embodiment of the present application also provides an automatic flow device for business opportunities, including: a memory, a processor, and a computer program stored on the memory and executable on the processor. When the processor executes the computer program, the automatic flow method for business opportunities as described above is implemented.

[0095] In addition, an embodiment of the present application further provides a computer-readable storage medium, in which instructions are stored. When the instructions are executed on a terminal device, the terminal device executes the automatic flow method of business opportunities as described above.

[0096] The embodiment of the present application provides an automatic circulation system for business opportunities. First, a business opportunity generation module 201 is used to determine multiple first target enterprises based on preset enterprise screening labels, and multiple second target enterprises among the multiple target enterprises are identified based on preset business opportunity judgment conditions. The filtering module 202 filters multiple second target enterprises according to preset filtering rules to obtain multiple business opportunity enterprises, and generates business opportunity data for each business opportunity enterprise. Then, the business opportunity diversion module 203 is used to divert multiple business opportunity data to different target access channels according to preset diversion conditions. The present application only needs to set up complete business opportunity flow rules (including enterprise screening labels, business opportunity judgment conditions and filtering rules) in advance to achieve full-cycle automated management of business opportunities from preliminary identification to channel allocation, significantly reduce human intervention and operational errors, and improve the efficiency and accuracy of business opportunity circulation; at the same time, relying on automation and refined process control, it not only speeds up the timeliness of business opportunity access, but also ensures user experience, and effectively avoids the waste of resources and information isolation problems existing in traditional manual operations.

[0097] The above is a detailed introduction to the automatic flow method, system, device and storage medium of a business opportunity provided by the present application. The various embodiments in the specification are described in a progressive manner, and each embodiment focuses on the differences from other embodiments. The same and similar parts between the various embodiments can be referred to each other. For the system disclosed in the embodiment, since it corresponds to the method disclosed in the embodiment, the description is relatively simple, and the relevant parts can be referred to the method part description. It should be pointed out that for ordinary technicians in this technical field, without departing from the principles of this application, several improvements and modifications can be made to the present application, and these improvements and modifications also fall within the scope of protection of the claims of this application.

[0098] It should be understood that in this application, "at least one (item)" means one or more, and "plurality" means two or more. "And / or" is used to describe the association relationship of associated objects, indicating that three relationships may exist. For example, "A and / or B" can mean: only A exists, only B exists, and A and B exist at the same time, where A and B can be singular or plural. The character " / " generally indicates that the previous and next associated objects are in an "or" relationship. "At least one of the following items" or similar expressions refers to any combination of these items, including any combination of single items or plural items. For example, at least one of a, b or c can mean: a, b, c, "a and b", "a and c", "b and c", or "a and b and c", where a, b, c can be single or multiple.

Claims

1. A method for automatically transferring business opportunities, characterized in that: The method comprises: Determining a plurality of first target enterprises according to preset enterprise screening labels, and identifying a plurality of second target enterprises among the plurality of target enterprises according to preset business opportunity determination conditions; Filtering the plurality of second target enterprises according to a preset filtering rule to obtain a plurality of business opportunity enterprises; For each business opportunity enterprise, generate business opportunity data of the business opportunity enterprise; Divert multiple business opportunity data to different target reach channels based on preset diversion conditions.

2. The method according to claim 1, characterized in that The diversion condition includes any one of a proportion diversion condition, a label diversion condition and an event diversion condition.

3. The method according to claim 2, characterized in that Each business opportunity enterprise is marked with an enterprise type label, and the enterprise type label is used to indicate the type characteristics of the enterprise; The method of diverting multiple business opportunity data to different target reach channels according to preset diversion conditions includes: Based on the label diversion conditions, the multiple business opportunity data are classified and divided in combination with the enterprise labels of each business opportunity enterprise, and different categories of business opportunity data are respectively allocated to corresponding target reach channels.

4. The method according to claim 2, characterized in that Each business opportunity enterprise is marked with an enterprise business opportunity event tag, which is used to indicate the key business events triggered by the enterprise; The method of diverting multiple business opportunity data to different target reach channels according to preset diversion conditions includes: Based on the event diversion conditions, the multiple business opportunity data are classified in combination with the business opportunity event tags of each business opportunity enterprise, and the business opportunities corresponding to different events are respectively allocated to corresponding target reach channels.

5. The method according to claim 2, characterized in that: The method of diverting multiple business opportunity data to different target reach channels according to preset diversion conditions includes: Based on the proportional diversion condition, the multiple business opportunity data are divided according to the set proportion, and different shares of business opportunity data are respectively allocated to corresponding target reach channels.

6. The method according to claim 1, characterized in that The method further comprises: Monitor the response messages from each target reach channel and count the total number of successful deliveries and response return data based on the response messages; the response messages are specific feedback from the target reach channel on the allocated business opportunity data; the response return data is used to indicate the actual user feedback on the business opportunity reach; The preset enterprise screening label, the preset business opportunity determination condition and the preset filtering rule are adjusted based on the total number of successful issuances and the response return flow data.

7. An automatic circulation system for business opportunities, characterized in that: The system includes: a business opportunity generation module, a filtering module and a business opportunity diversion module; the business opportunity generation module is connected to the filtering module; the filtering module is connected to the business opportunity diversion module; The business opportunity generation module is configured to determine a plurality of first target enterprises based on preset enterprise screening tags, and identify a plurality of second target enterprises among the plurality of target enterprises based on preset business opportunity determination conditions; The filtering module is configured to filter the plurality of second target enterprises according to a preset filtering rule to obtain a plurality of business opportunity enterprises, and generate business opportunity data for each business opportunity enterprise; The business opportunity diversion module is used to divert multiple business opportunity data to different target reach channels according to preset diversion conditions.

8. The system according to claim 7, characterized in that: The system further comprises: an analysis and tracing module; the analysis and tracing module is connected to the business opportunity diversion module, the filtering module and the business opportunity generation module respectively; The analysis and backtracking module is used to: Monitor the response messages from each target reach channel and calculate the total number of successful deliveries and response return data based on the response messages; the response messages are specific feedback from the target reach channel on the allocated business opportunity data; the response return data is used to indicate the actual user feedback on the business opportunity reach; The preset enterprise screening label, the preset business opportunity determination condition and the preset filtering rule are adjusted based on the total number of successful issuances and the response return flow data.

9. An automatic circulation device for business opportunities, characterized in that: include: A memory, a processor, and a computer program stored in the memory and executable on the processor, wherein when the processor executes the computer program, the method for automatically transferring business opportunities according to any one of claims 1 to 6 is implemented.

10. A computer-readable storage medium, characterized in that The computer-readable storage medium stores instructions, and when the instructions are executed on a terminal device, the terminal device executes the method for automatically transferring business opportunities according to any one of claims 1 to 6.

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