Inquiry clue evaluation quotation method and device and electronic equipment

Abstract

The invention relates to the technical field of data processing, and provides an inquiry clue evaluation quotation method and device and electronic equipment. According to the method, feature extraction is carried out on an obtained inquiry clue to obtain a first feature set and a second feature set, a salesman evaluation unit carries out pre-evaluation on the inquiry clue based on the first feature set, and at least one target evaluation department is determined according to the second feature set after the pre-evaluation is passed. The target evaluation department performs joint evaluation on the inquiry clues, and the quotation unit performs quotation after the joint evaluation is passed, so that automatic evaluation and quotation of the inquiry clues are realized, different target evaluation departments can be determined for evaluation according to different inquiry clues, the processing efficiency is high, the evaluation result accuracy is high, and the method is suitable for popularization and application. And the experience of the inquiry party and the quotation party is good.

Description

TECHNICAL FIELD

[0001] The present application relates to the technical field of data processing, and particularly relates to a quotation lead evaluation and pricing method and device and electronic equipment. BACKGROUND

[0002] At present, after receiving a quotation lead, an enterprise usually has a salesperson independently evaluate and price the quotation lead, or has the salesperson consult relevant personnel of production, procurement, finance and other departments respectively, and then evaluates and prices the quotation lead according to the consultation result. This process seriously depends on the personal ability and level of the salesperson and is low in efficiency.

[0003] In related technologies, some third-party platforms provide a solution for automatically processing a quotation lead. The quotation lead received by the third-party platform is distributed to a corresponding supplier, and then the third-party platform obtains pricing information from the supplier. The supplier usually distributes the quotation lead to a certain salesperson through manual work or a simple customer relationship management system, and then the salesperson independently processes the quotation lead. Alternatively, the supplier distributes the quotation lead to all departments such as production and procurement, and waits for feedback from the departments. These processing methods are still low in efficiency. SUMMARY

[0004] Therefore, the present application provides a quotation lead evaluation and pricing method and device and electronic equipment to solve the problem of low efficiency in evaluating and pricing a quotation lead in the prior art.

[0005] In a first aspect, the present application provides a quotation lead evaluation and pricing method, which includes the following steps.

[0006] A quotation lead is obtained, and features of the quotation lead are extracted to obtain a first feature set and a second feature set. The first feature set at least includes a customer identifier, a customer type, a product identifier and a product type, and the second feature set at least includes the customer identifier, the customer type, the product identifier, the product type and a product parameter. The customer type includes an existing customer and a new customer, and the product type includes a standard product and a customized product.

[0007] A pre-evaluation task is generated based on at least the first feature set, and the pre-evaluation task is sent to a salesperson evaluation unit.

[0008] In response to receiving evaluation pass information sent by the salesperson evaluation unit, at least one target evaluation department is determined based on the second feature set.

[0009] A joint evaluation task is generated, and the joint evaluation task is sent to each target evaluation department.

[0010] receive the evaluation results of the target evaluation departments, generate a quotation task in response to a joint evaluation pass of the inquiry clue being determined based on the evaluation results, and send the quotation task to a quotation unit;

[0011] receive the quotation information sent by the quotation unit.

[0012] In a second aspect, the embodiment of the application provides an inquiry clue evaluation and quotation device, which comprises:

[0013] The acquisition module is configured to acquire an inquiry clue, perform feature extraction on the inquiry clue, and obtain a first feature set and a second feature set; the first feature set at least comprises a customer identifier, a customer type, a product identifier and a product type, and the second feature set at least comprises the customer identifier, the customer type, the product identifier, the product type and a product parameter; the customer type comprises an existing customer and a new customer, and the product type comprises a standard product and a customized product.

[0014] The pre-evaluation module is configured to generate a pre-evaluation task based at least on the first feature set, and send the pre-evaluation task to a salesperson evaluation unit.

[0015] The joint evaluation module is configured to determine at least one target evaluation department based on the second feature set in response to receiving evaluation pass information sent by the salesperson evaluation unit.

[0016] The joint evaluation module is further configured to generate a joint evaluation task, and send the joint evaluation task to the target evaluation departments.

[0017] The quotation module is configured to receive the evaluation results of the target evaluation departments, generate a quotation task in response to a joint evaluation pass of the inquiry clue being determined based on the evaluation results, and send the quotation task to a quotation unit.

[0018] The quotation module is further configured to receive the quotation information sent by the quotation unit.

[0019] In a third aspect, the embodiment of the application provides an electronic device, which comprises a memory, a processor, and a computer program stored in the memory and capable of running on the processor; when the processor executes the computer program, the steps of the above method are implemented.

[0020] Compared with the prior art, the embodiment of the present application has the beneficial effects that: the embodiment of the present application extracts features from the obtained inquiry clues to obtain a first feature set and a second feature set, pre-evaluates the inquiry clues based on the first feature set by a salesperson evaluation unit, determines at least one target evaluation department according to the second feature set after the pre-evaluation passes, jointly evaluates the inquiry clues by the target evaluation department, and finally quotes by a quotation unit after the joint evaluation passes, thereby realizing automatic evaluation and quotation of inquiry clues, and different target evaluation departments can be determined for different inquiry clues to evaluate, so that the processing efficiency is high, the evaluation result is accurate, and the experience of inquiry parties and quotation parties is good. BRIEF DESCRIPTION OF DRAWINGS

[0021] In order to more clearly illustrate the technical solutions in the embodiments of the present application, the drawings needed to be used in the embodiments or prior art description will be briefly introduced. Obviously, the drawings in the following description are only some embodiments of the present application, and other drawings can be obtained by those skilled in the art without creative labor.

[0022] Figure 1 is a flowchart of an inquiry clue evaluation and quotation method provided by an embodiment of the present application.

[0023] Figure 2 is a flowchart of a method for generating a pre-evaluation task based on a first feature set provided by an embodiment of the present application.

[0024] Figure 3 is a flowchart of a method for determining product parameters provided by an embodiment of the present application.

[0025] Figure 4 is a flowchart of a method for determining at least one target evaluation department based on a second feature set and generating a joint evaluation task provided by an embodiment of the present application.

[0026] Figure 5 is a flowchart of another method for determining at least one target evaluation department based on a second feature set and generating a joint evaluation task provided by an embodiment of the present application.

[0027] Figure 6 is a flowchart of a method for determining whether the joint evaluation of the inquiry clue passes or not based on each evaluation result provided by an embodiment of the present application.

[0028] Figure 7 is a flowchart of another inquiry clue evaluation and quotation method provided by an embodiment of the present application.

[0029] Figure 8 is a schematic diagram of an inquiry clue evaluation and quotation device provided by an embodiment of the present application.

[0030] Figure 9 is a schematic diagram of an electronic device provided by an embodiment of the present application. DETAILED DESCRIPTION

[0031] In the following description, for the purpose of explanation and not limitation, specific details are set forth, such as particular system configurations, techniques, etc., in order to provide a thorough understanding of the embodiments of the present application. However, it will be apparent to those skilled in the art that the present application can be practiced in other embodiments that depart from these specific details. In other instances, detailed descriptions of well-known systems, devices, circuits, and methods are omitted so as not to obscure the description of the present application with unnecessary detail.

[0032] A quotation lead evaluation and pricing method and device according to an embodiment of the present application will be described in detail below with reference to the accompanying drawings.

[0033] As mentioned above, the process of evaluating and pricing a quotation lead at the present stage is mostly implemented by manual work, which heavily depends on the personal ability and level of the salesperson and is inefficient.

[0034] In view of this, an embodiment of the present application provides a quotation lead evaluation and pricing method, which extracts features from an obtained quotation lead to obtain a first feature set and a second feature set, pre-evaluates the quotation lead based on the first feature set by a salesperson evaluation unit, determines at least one target evaluation department according to the second feature set after the pre-evaluation passes, jointly evaluates the quotation lead by the target evaluation department, and finally prices by a pricing unit after the joint evaluation passes, thereby realizing automatic evaluation and pricing of the quotation lead, and different target evaluation departments can be determined for different quotation leads for evaluation, which is high in processing efficiency and high in evaluation result accuracy, and the experience of the quotation party and the pricing party is good.

[0035] Figure 1 is a flowchart of a quotation lead evaluation and pricing method provided by an embodiment of the present application. As shown in Figure 1 , the method comprises the following steps:

[0036] In step S101, a quotation lead is obtained, and features of the quotation lead are extracted to obtain a first feature set and a second feature set.

[0037] The first feature set at least includes a customer identifier, a customer type, a product identifier, and a product type, and the second feature set at least includes the customer identifier, the customer type, the product identifier, the product type, and a product parameter. The customer type includes an existing customer and a new customer, and the product type includes a standard product and a customized product.

[0038] In step S102, a pre-evaluation task is generated based on at least the first feature set, and the pre-evaluation task is sent to the salesperson evaluation unit.

[0039] In step S103, in response to receiving the evaluation pass information sent by the salesperson evaluation unit, at least one target evaluation department is determined based on the second feature set.

[0040] In step S104, a joint evaluation task is generated, and the joint evaluation task is sent to each target evaluation department.

[0041] In step S105, the evaluation results of each target evaluation department are received, and in response to determining that the joint evaluation of the inquiry clue passes, a quotation task is generated, and the quotation task is sent to the quotation unit.

[0042] In step S106, the quotation information sent by the quotation unit is received.

[0043] In some embodiments of the present application, the method can be executed by a terminal device or a server to assist a quotation party in providing a quotation based on an inquiry clue provided by an inquiry party.

[0044] In some embodiments of the present application, the inquiry clue can be received first, and features of the inquiry clue can be extracted. In an example, the inquiry clue can be extracted using a preset knowledge graph, a pre-trained feature extraction algorithm, or other manners. The preset knowledge graph and the pre-trained feature extraction algorithm can both be trained based on historical data of the quotation party, which will not be described herein.

[0045] The extracted features in the inquiry clue can be combined into a first feature set and a second feature set, respectively. The first feature set at least includes a customer identifier, a customer type, a product identifier, and a product type, and the second feature set at least includes the customer identifier, the customer type, the product identifier, the product type, and a product parameter.

[0046] The customer type includes an existing customer and a new customer. The existing customer can include a customer who has inquired the quotation party, a customer who has ordered a product from the quotation party, a customer who has been visited by the quotation party, and a customer who has communicated with the quotation party in any form. The customer information of the existing customer can be stored in a customer information management unit, which can be located in the terminal device or the server, or in a storage space accessible by the terminal device or the management unit. The new customer is a customer who has never contacted the quotation party and whose information is not stored in the customer information management unit.

[0047] The product types include standard products and customized products. The standard products can include standard products that the offeror regularly produces and customized products that the offeror has produced before. The product information of the standard products can be stored in a product information management unit, which can be located in the terminal device or the server, or in a storage space accessible by the terminal device or the management unit. The customized products are products that the offeror has never produced and do not belong to the industry standard products, and the information of the customized products is not stored in the product information management unit.

[0048] The pre-evaluation task can be generated based on the first feature set and sent to a salesperson evaluation unit. The salesperson evaluation unit can distribute the pre-evaluation task to corresponding salespersons, and the salespersons can perform a simple rough screening on the inquiry clues to eliminate obviously unfeasible inquiry clues, thereby improving the evaluation efficiency.

[0049] For example, if the salesperson determines that the expected price of the customer in the inquiry clue is much lower than the actual selling price or the product cost, the pre-evaluation of the inquiry clue can be directly determined as failed. For another example, if the salesperson determines that the product demand in the inquiry clue obviously exceeds the production capacity of the offeror, and the requirement of the inquiry party on the product delivery time limit is also very strict, the pre-evaluation of the inquiry clue can also be directly determined as failed.

[0050] On the contrary, if the salesperson determines that there is no obviously unfeasible factor in the inquiry clue, the pre-evaluation of the inquiry clue can be determined as passed, and the salesperson evaluation unit can feed back the inquiry clue to the terminal device or the server.

[0051] Under the condition that the pre-evaluation is passed, at least one target evaluation department can be determined based on the second feature set. Meanwhile, a joint evaluation task can be generated and sent to each target evaluation department, and each target evaluation department can perform a more accurate evaluation on the inquiry clue.

[0052] In some embodiments of the present application, the evaluation results of the target evaluation departments can be accepted, and whether the joint evaluation of the inquiry clue is passed can be determined based on the evaluation results. If yes, a quotation task can be generated, sent to a quotation unit, and the quotation information fed back by the quotation unit can be received.

[0053] The salesperson evaluation unit, the target evaluation departments, and the quotation unit can be configured in the terminal device or the server, or in other terminal devices or servers, and can be in communicable connection with the terminal device or the server and exchange information.

[0054] According to the technical scheme provided in the embodiments of the present application, the first feature set and the second feature set are obtained by feature extraction on the obtained inquiry clues, the inquiry clues are pre-evaluated by the salesperson evaluation unit based on the first feature set, at least one target evaluation department is determined based on the second feature set after the pre-evaluation passes, the inquiry clues are jointly evaluated by the target evaluation department, and finally the quotation unit quotes after the joint evaluation passes, so that automatic evaluation and quotation of inquiry clues are realized, different target evaluation departments can be determined for different inquiry clues to perform evaluation, the processing efficiency is high, the evaluation result is accurate, and the experience of the inquiry party and the quotation party is good.

[0055] In some embodiments of the present application, the first feature set can further include a product estimated amount. The product estimated amount can be estimated according to the product information in the inquiry clue. If the product is a standard product, the product estimated amount is estimated according to the standard quotation of the standard product and the product demand provided by the inquiry party. If the product is a customized product, the product estimated amount is estimated according to the standard quotation of a similar product and the product demand provided by the inquiry party. The standard product information and the similar product information can be obtained from the product information management unit.

[0056] Figure 2 FIG. 1 is a flowchart of a method for generating a pre-evaluation task based on a first feature set provided in the embodiments of the present application. As shown in FIG. 1, the method includes the following steps: Figure 2

[0057] In step S201, in response to determining that the customer type is an existing customer, the current responsible salesperson of the existing customer is determined as the target salesperson.

[0058] In step S202, in response to determining that the customer type is a new customer and the product type is a standard product, the target salesperson is determined according to the historical performance of each salesperson in selling standard products.

[0059] In step S203, in response to determining that the customer type is a new customer and the product type is a customized product, the target salesperson is determined according to the product estimated amount.

[0060] In step S204, a pre-evaluation task is generated, and the pre-evaluation task at least includes the identification information of the target salesperson and the inquiry clue.

[0061] In some embodiments of the present application, when the pre-evaluation task is generated based on the first feature set, the target salesperson can be first determined based on the first feature set.

[0062] ​In an example, a customer type can be acquired from the first feature set first. If the customer type is an existing customer, a current responsible salesperson of the existing customer can be determined as the target salesperson. If the customer type is a new customer, a product type can be acquired from the first feature set. If the product type is a standard product, the target salesperson can be determined according to historical performance of each salesperson in selling the standard product, for example, a salesperson with the best historical performance in selling the standard product can be determined as the target salesperson, or a salesperson with the best historical performance in selling the standard product in a recent period of time can be determined as the target salesperson.

[0063] If the customer type is a new customer and the product type is a customized product, a product estimated amount can be acquired from the first feature set, and then the target salesperson can be determined according to the product estimated amount. The determined target salesperson can be in direct proportion to the product estimated amount. For example, if the product estimated amount is greater than a first threshold value, a sales director can be determined as the target salesperson; if the product estimated amount is greater than a second threshold value and less than or equal to the first threshold value, a sales manager can be determined as the target salesperson; and if the product estimated amount is less than or equal to the second threshold value, an ordinary salesperson can be determined as the target salesperson.

[0064] After the target salesperson is determined, the identification information of the target salesperson and the inquiry clue can be combined to obtain the pre-evaluation task.

[0065] Figure 3 is a flowchart of a method for determining product parameters provided by an embodiment of the present application. As shown in Figure 3 the method includes the following steps:

[0066] In step S301, a product name or a product code is acquired from an inquiry clue.

[0067] In step S302, in response to determining that a product type is a standard product based on the product name or the product code, product parameters of the standard product are acquired from a product information management unit.

[0068] In step S303, in response to determining that the product name or the product code is not included in the inquiry clue, product description information is acquired.

[0069] In step S304, the product description information is parsed to determine the product type.

[0070] In step S305, in response to determining that the product type is a standard product, product parameters of the standard product are acquired from the product information management unit.

[0071] In step S306, in response to determining that the product type is a customized product, at least one similar standard product is acquired from the product information management unit, and product parameters of the customized product are generated based on a product parameter format of the similar standard product.

[0072] In some embodiments of the present application, when determining the product parameters, the product name or product code can be first obtained from the inquiry clues, and then the product type is determined based on the product name or product code. If the product type is a standard product, the product parameters of the standard product are obtained from the product information management unit.

[0073] On the other hand, if it is determined that the product name or product code is not included in the inquiry clues, the product description information can be obtained from the inquiry clues, and the product type is determined based on the product description information. In an example, it can be determined whether the inquiry clues include standard product information using a preset knowledge graph, a pre-trained feature matching algorithm or other means, and if so, it is determined that the product type is a standard product. At this time, the product parameters of the standard product can also be obtained from the product information management unit.

[0074] Conversely, if it is determined that the inquiry clues do not include standard product information, it is determined that the product type is a customized product. At this time, at least one similar standard product can be obtained from the product information management unit, and the product parameters of the customized product are generated based on the product parameter format of the similar standard product. The similar standard product can be a product that has the same or similar purpose, material, specification and / or size as the customized product, and the product parameter format can be a product parameter list or other recorded product parameters.

[0075] Taking an optical element as an example, the product parameters can include product, surface shape, surface defect, angle accuracy, coating, etc. Taking an optical lens assembly as an example, the product parameters can include interface specification, depth of field, resolution, MTF (Modulation Transfer Function), spatial interval, center deviation, etc. The optical lens element can include a lens, a prism, an aspherical mirror, a reflecting mirror, a cylindrical mirror, etc., and the optical lens assembly can include a lens, an assembly, etc.

[0076] In some embodiments of the present application, the second feature set can further include a customer expected offer.

[0077] Figure 4 is a flowchart of a method for determining at least one target evaluation department and generating a joint evaluation task based on a second feature set provided by an embodiment of the present application. As shown in Figure 4 the method includes the following steps:

[0078] In step S401, the historical inquiry information and historical order information of the existing customers are obtained from the customer information management unit.

[0079] In step S402, the product parameters are adjusted based on the historical order information to obtain updated product parameters.

[0080] In step S403, production materials and production procedures are determined based on the updated product parameters, and target evaluation departments are determined based on at least the production materials and the production procedures.

[0081] In step S404, the customer expected offer is adjusted based on the customer historical inquiry information, and an updated customer expected offer is obtained.

[0082] In step S405, a joint evaluation task is generated, which at least includes the target evaluation departments, the inquiry clue, the updated product parameters, and the updated customer expected offer.

[0083] In some embodiments of the present application, if the customer type is an existing customer, determining at least one target evaluation department based on the second feature set can be that, first, the historical inquiry information and the historical order information of the existing customer are obtained from a customer information management unit. Then, the product parameters are adjusted based on the historical order information, and updated product parameters are obtained. Next, production materials and production procedures are determined based on the updated product parameters, and target evaluation departments are determined based on at least the production materials and the production procedures.

[0084] On the other hand, the customer expected offer can be adjusted based on the customer historical inquiry information, and an updated customer expected offer is obtained. Finally, a joint evaluation task is generated, which at least includes the target evaluation departments, the inquiry clue, the updated product parameters, and the updated customer expected offer.

[0085] That is, since the product parameters initially generated in the second feature set are usually standard parameters of the product, when determining the target evaluation departments, the product parameters can be adjusted using the customer historical order information. For example, if the inquiry party is more strict in the audit standard of one or more product parameters when auditing the delivered products in the historical orders, at this time, the one or more parameters in the product parameters can be increased from the standard value to a more optimal value, so as to improve the accuracy of subsequent evaluation and offer.

[0086] At the same time, the historical inquiry information of the inquiry party can also be used to predict a more accurate customer expected offer. For example, if the inquiry party has inquired about the product in the inquiry clue once or more times, and the previous inquiries have not been transacted due to the price being unable to be negotiated, at this time, the customer expected offer can be appropriately increased, and various measures such as cost accurate accounting are used in the offer link to make the offer as close as possible to the updated customer expected offer, so as to promote the inquiry clue to be quickly converted into an order.

[0087] The customer expected offer item in the second feature set can be empty, for example, if the inquiring party does not mention the expected offer in the inquiring clue. At this time, the updated customer expected offer obtained by adjusting the customer expected offer based on the customer historical inquiring information can be the customer expected offer estimated based on the customer historical inquiring information.

[0088] Figure 5 is another flowchart of a method for determining at least one target evaluation department and generating a joint evaluation task based on a second feature set provided by an embodiment of the present application. As shown in Figure 5 , the method comprises the following steps:

[0089] In step S501, the product parameters are expanded to obtain a product parameter set.

[0090] Different product parameters in the product parameter set correspond to different production raw materials and production processes.

[0091] In step S502, the target evaluation department is determined based on the production raw materials and production processes corresponding to each product parameter in the product parameter set.

[0092] In step S503, a joint evaluation task is generated, and the joint evaluation task at least includes the target evaluation department, the inquiring clue and the product parameter set.

[0093] In some embodiments of the present application, if the customer type is a new customer, determining at least one target evaluation department based on the second feature set can be that first, the product parameters are expanded to obtain a product parameter set, and different product parameters in the product parameter set correspond to different production raw materials and production processes. Then, the target evaluation department is determined based on the production raw materials and production processes corresponding to each product parameter in the product parameter set. Finally, a joint evaluation task is generated, and the joint evaluation task at least includes the target evaluation department, the inquiring clue and the product parameter set.

[0094] That is, for the inquiring clue of the new customer, the generated standard product parameters can be expanded to obtain multiple product parameters of different qualities, and then the multiple product parameters are evaluated respectively to provide multiple different offer schemes to the inquiring party to promote the transaction as much as possible.

[0095] In some embodiments of the present application, the target evaluation department at least includes a procurement evaluation department, a production evaluation department, a delivery evaluation department and a financial evaluation department.

[0096] Figure 6 is a flowchart of a method for determining whether the joint evaluation of the inquiring clue passes or not based on each evaluation result provided by an embodiment of the present application. As shown in Figure 6 , the method comprises the following steps:

[0097] In step S601, at least one first evaluation result of a procurement evaluation department is obtained, each first evaluation result including at least a procurement duration and a procurement cost.

[0098] In step S602, at least one second evaluation result of a production evaluation department and a delivery evaluation department is obtained, the second evaluation result including at least a production duration and a production configuration.

[0099] In step S603, the first evaluation result and the second evaluation result are combined to obtain at least one third evaluation result, each third evaluation result including one first evaluation result and one second evaluation result.

[0100] In step S604, in response to determining that a procurement duration and a production duration combination of a target third evaluation result meets a delivery requirement in the inquiry clue, the target third evaluation result is sent to a financial evaluation department.

[0101] The target third evaluation result is any one or more third evaluation results.

[0102] In step S605, in response to a total cost determined by the financial evaluation department based on the procurement cost and the production configuration being lower than a customer expected offer, it is determined that the joint evaluation passes.

[0103] In some embodiments of the present application, determining whether the joint evaluation of the inquiry clue passes based on the evaluation results can be, first obtaining at least one first evaluation result of a procurement evaluation department, each first evaluation result including at least a procurement duration and a procurement cost. Then obtaining at least one second evaluation result of a production evaluation department and a delivery evaluation department, the second evaluation result including at least a production duration and a production configuration.

[0104] Next, the first evaluation result and the second evaluation result are combined to obtain at least one third evaluation result, each third evaluation result including one first evaluation result and one second evaluation result. The third evaluation result is compared with a delivery requirement in the inquiry clue, and if a procurement duration and a production duration combination of a target third evaluation result meets the delivery requirement in the inquiry clue, the target third evaluation result is sent to a financial evaluation department.

[0105] The total cost determined by the financial evaluation department based on the procurement cost and the production configuration in the target third evaluation result, if the total cost is lower than a customer expected offer, the joint evaluation can be determined to pass. If the customer expected offer is not included in the second feature set, the financial evaluation department can directly determine that the evaluation passes, and feed back the total cost together with the evaluation pass result for subsequent offer reference.

[0106] Figure 7is a flowchart of another method for evaluating a quotation clue provided by an embodiment of the present application.

[0107] wherein, Figure 7 Steps S701 to S706 in the embodiment shown are basically the same as steps S101 to S106 in the embodiment shown, and thus will not be described here again. As shown in the embodiment, Figure 1 Steps S101 to S106 in the embodiment shown are basically the same as steps S101 to S106 in the embodiment shown, and thus will not be described here again. As shown in the embodiment, Figure 7 The method further includes the following steps:

[0108] In step S707, in response to receiving the evaluation failure message sent by the salesperson evaluation unit, or based on the evaluation results to determine that the joint evaluation of the quotation clue fails, the quotation clue and the evaluation failure reason are stored.

[0109] In step S708, a self-starting query task is set for the quotation clue to query the quotation clue periodically or aperiodically.

[0110] In step S709, in response to determining that the current production condition meets the evaluation failure reason of the quotation clue, a pre-evaluation task of the quotation clue is generated again, and the pre-evaluation task is sent to the salesperson evaluation unit.

[0111] In some embodiments of the present application, whether the pre-evaluation of the quotation clue fails or the joint evaluation of the quotation clue fails, the quotation clue and the evaluation failure reason can be stored, and a self-starting query task is set for the quotation clue to query the quotation clue periodically or aperiodically. In addition, when it is determined that the current production condition meets the evaluation failure reason of the quotation clue, a pre-evaluation task of the quotation clue can be generated again, and the pre-evaluation task is sent to the salesperson evaluation unit.

[0112] The query task can include at least one of a periodic query task and a condition-triggered query task. The periodic query task is configured to query the quotation clue at a preset period. The condition-triggered query task is configured to start the query task and query the quotation clue in response to receiving information that a target production condition has changed. The target production condition is a production condition corresponding to the evaluation failure reason.

[0113] For example, if a quotation clue evaluation fails, the quotation clue can be stored, and the evaluation failure reason thereof, such as a high production cost of a certain process or insufficient capacity of a certain process, can be stored accordingly. A periodic query task can be set for the quotation clue to query the current production cost situation or capacity situation of the process at regular intervals. If it is determined that the current production cost or current capacity can meet the requirements of the quotation clue, a pre-evaluation task of the quotation clue is generated again, and the pre-evaluation task is sent to the salesperson evaluation unit.

[0114] On the other hand, you can also set a conditional trigger query task for the inquiry clue. When you find that the current production cost or current production capacity has changed, you can judge whether the changed production cost or production capacity can meet the requirements of the inquiry clue. If so, you can generate a pre-evaluation task for the inquiry clue again and send the pre-evaluation task to the salesperson evaluation unit.

[0115] The target salesperson ID in the pre-assessment task is preferably set to be the same as the target salesperson ID in the previously generated pre-assessment task. If it cannot be set to be the same, a new target salesperson is determined.

[0116] By adopting the technical solution provided in the embodiment of the present application, it is possible to automatically match the corresponding evaluation department after preliminarily screening the inquiry clues through pre-evaluation, and to efficiently and accurately evaluate the inquiry clues and then quote them, thereby improving the efficiency and accuracy of evaluation and quotation, and at the same time improving the user experience of the inquirer and the quoting party.

[0117] All of the above optional technical solutions can be combined in any way to form optional embodiments of the present application, and will not be described in detail here.

[0118] The following are device embodiments of the present application, which can be used to implement the method embodiments of the present application. For details not disclosed in the device embodiments of the present application, please refer to the method embodiments of the present application.

[0119] Figure 8 This is a schematic diagram of a price inquiry clue evaluation and quotation device provided in an embodiment of the present application. Figure 8 As shown, the device includes:

[0120] The acquisition module 801 is configured to obtain inquiry clues, perform feature extraction on the inquiry clues, and obtain a first feature set and a second feature set; wherein the first feature set includes at least customer identification, customer type, product identification, and product type, and the second feature set includes at least customer identification, customer type, product identification, product type, and product parameters. Customer types include existing customers and new customers, and product types include standard products and customized products.

[0121] The pre-evaluation module 802 is configured to generate a pre-evaluation task based on at least the first feature set, and send the pre-evaluation task to the salesperson evaluation unit.

[0122] The joint evaluation module 803 is configured to determine at least one target evaluation department based on the second feature set in response to receiving the evaluation pass information sent by the salesperson evaluation unit.

[0123] The joint evaluation module 803 is further configured to generate a joint evaluation task and send the joint evaluation task to each target evaluation department.

[0124] The offer module 804 is configured to receive the evaluation results of the target evaluation departments, generate an offer task in response to determining that the joint evaluation of the inquiry clue passes, and send the offer task to the offer unit.

[0125] The offer module 804 is further configured to receive the offer information sent by the offer unit.

[0126] According to the technical scheme provided in the embodiments of the present application, the first feature set and the second feature set are obtained by feature extraction on the obtained inquiry clue, the inquiry clue is pre-evaluated by the salesperson evaluation unit based on the first feature set, at least one target evaluation department is determined based on the second feature set after the pre-evaluation passes, the inquiry clue is jointly evaluated by the target evaluation department, and finally the offer unit offers after the joint evaluation passes, which realizes automatic evaluation and offering of the inquiry clue, and different target evaluation departments can be determined for different inquiry clues for evaluation, the processing efficiency is high, the evaluation result is accurate, and the experience of the inquiry party and the offering party is good.

[0127] In some embodiments, the first feature set further includes a product estimated amount; the pre-evaluation task is generated based on the first feature set, including: in response to determining that the customer type is an existing customer, determining the current responsible salesperson of the existing customer as the target salesperson; or in response to determining that the customer type is a new customer and the product type is a standard product, determining the target salesperson according to the historical performance of each salesperson in selling the standard product; or in response to determining that the customer type is a new customer and the product type is a customized product, determining the target salesperson according to the product estimated amount; the pre-evaluation task at least includes the identification information of the target salesperson and the inquiry clue.

[0128] In some embodiments, the product parameters are determined in the following manner: the product name or product code is obtained from the inquiry clue; in response to determining that the product type is a standard product based on the product name or product code, the product parameters of the standard product are obtained from the product information management unit; in response to determining that the product name or product code is not included in the inquiry clue, the product description information is obtained; the product description information is parsed to determine the product type; in response to determining that the product type is a standard product, the product parameters of the standard product are obtained from the product information management unit; in response to determining that the product type is a customized product, at least one similar standard product is obtained from the product information management unit, and the product parameters of the customized product are generated based on the product parameter format of the similar standard product.

[0129] In some embodiments, the second feature set further comprises a customer expected offer; in response to determining that the customer type is an existing customer, determining at least one target evaluation department based on the second feature set, and generating a joint evaluation task, comprises: obtaining historical inquiry information and historical order information of the existing customer from the customer information management unit; adjusting the product parameters based on the historical order information to obtain updated product parameters; determining production materials and production procedures based on the updated product parameters, and determining the target evaluation department based on at least the production materials and the production procedures; adjusting the customer expected offer based on the historical inquiry information of the customer to obtain an updated customer expected offer; and generating the joint evaluation task, the joint evaluation task comprising at least the target evaluation department, the inquiry clue, the updated product parameters, and the updated customer expected offer.

[0130] In some embodiments, in response to determining that the customer type is a new customer, determining at least one target evaluation department based on the second feature set, and generating a joint evaluation task, comprises: extending the product parameters to obtain a product parameter set; different product parameters in the product parameter set correspond to different production materials and production procedures; determining the target evaluation department based on the production materials and the production procedures corresponding to each product parameter in the product parameter set; and generating the joint evaluation task, the joint evaluation task comprising at least the target evaluation department, the inquiry clue, and the product parameter set.

[0131] In some embodiments, the target evaluation department comprises at least a procurement evaluation department, a production evaluation department, a delivery evaluation department, and a financial evaluation department; determining whether the joint evaluation of the inquiry clue passes based on the evaluation results comprises: obtaining at least one first evaluation result of the procurement evaluation department, each first evaluation result comprising at least a procurement period and a procurement cost; obtaining at least one second evaluation result of the production evaluation department and the delivery evaluation department, the second evaluation result comprising at least a production period and a production configuration; combining the first evaluation result and the second evaluation result to obtain at least one third evaluation result, each third evaluation result comprising one first evaluation result and one second evaluation result; in response to determining that the combination of the procurement period and the production period of the target third evaluation result meets the delivery requirement in the inquiry clue, sending the target third evaluation result to the financial evaluation department; the target third evaluation result is any one or more third evaluation results; and in response to determining that the total cost determined by the financial evaluation department based on the procurement cost and the production configuration is lower than the customer expected offer, determining that the joint evaluation passes.

[0132] In some embodiments, the method further comprises: in response to receiving the evaluation failure message sent by the salesperson evaluation unit, or based on the evaluation results determining that the joint evaluation of the inquiry lead fails, storing the inquiry lead and the evaluation failure reason; setting a self-starting query task for the inquiry lead to query the inquiry lead periodically or aperiodically; in response to determining that the current production condition meets the evaluation failure reason of the inquiry lead, generating a pre-evaluation task for the inquiry lead again, and sending the pre-evaluation task to the salesperson evaluation unit.

[0133] In some embodiments, the query task comprises at least one of a periodic query task and a condition-triggered query task; the periodic query task is configured to query the inquiry lead at a preset period; the condition-triggered query task is configured to, in response to receiving information that a target production condition changes, start the query task and query the inquiry lead; the target production condition is a production condition corresponding to the evaluation failure reason.

[0134] It should be understood that the size of the serial number of each step in the above embodiments does not mean the order of execution, and the execution order of each process should be determined according to its function and inherent logic, and should not constitute any limitation on the implementation process of the embodiments of the present application.

[0135] Figure 9 is a schematic diagram of an electronic device provided by an embodiment of the present application. As shown in Figure 9 The electronic device 9 of this embodiment includes a processor 901, a memory 902, and a computer program 903 stored in the memory 902 and executable on the processor 901. The processor 901 implements the steps in each of the above method embodiments when executing the computer program 903. Alternatively, the processor 901 implements the functions of each module / unit in each of the above device embodiments when executing the computer program 903.

[0136] The electronic device 9 can be a desktop computer, a notebook computer, a palm computer, a cloud server, and the like. The electronic device 9 can include but is not limited to the processor 901 and the memory 902. Those skilled in the art can understand that Figure 9 The electronic device 9 is merely an example and does not constitute a limitation on the electronic device 9, and can include more or fewer components or different components than those shown.

[0137] The processor 901 can be a central processing unit (CPU), and can also be other general-purpose processors, a digital signal processor (DSP), an application specific integrated circuit (ASIC), a field-programmable gate array (FPGA) or other programmable logic devices, discrete gate or transistor logic devices, discrete hardware components, etc.

[0138] The memory 902 can be an internal storage unit of the electronic device, for example, a hard disk or a memory of the electronic device 9. The memory 902 can also be an external storage device of the electronic device 9, for example, a plug-in hard disk, a smart media card (SMC), a secure digital (SD) card, a flash card, etc. equipped on the electronic device 9. The memory 902 can also include both the internal storage unit and the external storage device of the electronic device 9. The memory 902 is used to store computer programs and other programs and data required by the electronic device.

[0139] Those skilled in the art can clearly understand that, for the convenience and brevity of description, only the above-mentioned division of functional units and modules is taken as an example, and in actual application, the above-mentioned functions can be completed by different functional units and modules according to needs, that is, the internal structure of the device is divided into different functional units or modules to complete all or part of the functions described above. Each functional unit and module in the embodiment can be integrated in one processing unit, or each unit can exist physically, or two or more units can be integrated in one unit. The integrated unit can be realized in the form of hardware or in the form of a software functional unit.

[0140] The integrated modules / units, if implemented in the form of software functional units and sold or used as independent products, can be stored in a computer readable storage medium. Based on such understanding, all or part of the processes in the above-mentioned embodiment methods can also be completed by a computer program instructing related hardware, and the computer program can be stored in a computer readable storage medium. The computer program can be executed by a processor to implement the steps of the above-mentioned various method embodiments. The computer program can include computer program code, which can be in the form of source code, object code, executable files, or some intermediate forms. The computer readable medium can include any entity or device capable of carrying the computer program code, recording medium, U disk, mobile hard disk, magnetic disk, optical disk, computer memory, read-only memory (ROM), random access memory (RAM), electric carrier signal, telecommunication signal, and software distribution medium, etc.

[0141] The above embodiments are only used to illustrate the technical solutions of the present application, but not limit them; although the present application has been described in detail with reference to the foregoing embodiments, those skilled in the art should understand that they can still modify the technical solutions recorded in the foregoing embodiments, or make equivalent replacements for part of the technical features; and these modifications or replacements do not make the essence of the corresponding technical solutions deviate from the spirit and scope of the technical solutions of the embodiments of the present application, and should be included in the protection scope of the present application.

Claims

1. A method for evaluating and quoting an inquiry clue, characterized in that: include: Obtaining an inquiry clue, performing feature extraction on the inquiry clue to obtain a first feature set and a second feature set; wherein the first feature set includes at least a customer identifier, a customer type, a product identifier, and a product type; and the second feature set includes at least a customer identifier, a customer type, a product identifier, a product type, and product parameters; the customer type includes existing customers and new customers, and the product type includes standard products and customized products; generating a pre-assessment task based at least on the first feature set, and sending the pre-assessment task to a salesperson assessment unit; In response to receiving the evaluation pass information sent by the salesperson evaluation unit, determining at least one target evaluation department based on the second feature set; Generate a joint assessment task and send the joint assessment task to each target assessment department; receiving evaluation results of each target evaluation department, generating a quotation task in response to determining that the joint evaluation of the inquiry clue is passed based on each evaluation result, and sending the quotation task to the quotation unit; Receive the quotation information sent by the quotation unit.

2. The method according to claim 1, characterized in that The first feature set also includes an estimated product amount; Generating a pre-evaluation task based on the first feature set includes: In response to determining that the customer type is an existing customer, determining the current salesperson in charge of the existing customer as the target salesperson; or In response to determining that the customer type is a new customer and the product type is a standard product, determining a target salesperson based on the historical performance of each salesperson in selling the standard product; or In response to determining that the customer type is a new customer and the product type is a customized product, determining a target salesperson according to the estimated amount of the product; The pre-evaluation task is generated, and the pre-evaluation task at least includes the identification information of the target salesperson and the inquiry clue.

3. The method according to claim 1, characterized in that The product parameters are determined in the following manner: Obtain product names or product codes from the inquiry clues; In response to determining that the product type is a standard product based on the product name or product code, obtaining product parameters of the standard product from a product information management unit; In response to determining that the inquiry clue does not include a product name or a product code, obtaining product description information; Parsing the product description information to determine the product type; In response to determining that the product type is a standard product, obtaining product parameters of the standard product from a product information management unit; In response to determining that the product type is a customized product, at least one similar standard product is obtained from a product information management unit, and product parameters of the customized product are generated based on a product parameter format of the similar standard product.

4. The method according to claim 1 or 3, characterized in that The second feature set also includes the customer's desired quotation; In response to determining that the customer type is an existing customer, determining at least one target evaluation department based on the second feature set, and generating a joint evaluation task, including: Acquire historical inquiry information and historical order information of the existing customer from the customer information management unit; Adjusting the product parameters based on the historical order information to obtain updated product parameters; Determine production materials and production processes based on the updated product parameters, and determine a target evaluation department based at least on the production materials and production processes; Adjusting the customer's expected quotation based on the customer's historical inquiry information to obtain an updated customer's expected quotation; A joint evaluation task is generated, wherein the joint evaluation task at least includes the target evaluation department, the inquiry clue, the updated product parameters, and the updated customer expected quotation.

5. The method according to claim 1 or 3, characterized in that: In response to determining that the customer type is a new customer, determining at least one target evaluation department based on the second feature set, and generating a joint evaluation task, including: Expanding the product parameters to obtain a product parameter set; different product parameters in the product parameter set correspond to different production raw materials and production processes; Determining a target evaluation department based on the production materials and production processes corresponding to each product parameter in the product parameter set; A joint evaluation task is generated, wherein the joint evaluation task at least includes the target evaluation department, the inquiry clue, and the product parameter set.

6. The method according to claim 1, characterized in that The target assessment departments include at least the procurement assessment department, the production assessment department, the delivery assessment department and the financial assessment department; Determining whether the joint evaluation of the inquiry clue passes based on each evaluation result includes: Obtaining at least one first evaluation result from a procurement evaluation department, where each first evaluation result includes at least procurement duration and procurement cost; Obtaining at least one second assessment result from the production assessment department and the delivery assessment department, wherein the second assessment result at least includes a production schedule and a production configuration; combining the first evaluation result and the second evaluation result to obtain at least one third evaluation result, each third evaluation result including a first evaluation result and a second evaluation result; In response to determining that the combination of the procurement duration and the production duration of the target third evaluation result meets the delivery requirements in the inquiry clue, sending the target third evaluation result to the financial evaluation department; the target third evaluation result is any one or more third evaluation results; In response to the total cost determined by the financial evaluation department based on the procurement cost and the production configuration being lower than the customer's expected quotation, it is determined that the joint evaluation is passed.

7. The method according to claim 1, characterized in that The method further comprises: In response to receiving an evaluation failure message sent by the salesperson evaluation unit, or determining based on the evaluation results that the joint evaluation of the inquiry clues has failed, storing the inquiry clues and the reasons for the evaluation failure; Setting a self-starting query task for the inquiry clue to query the inquiry clue regularly or irregularly; In response to determining that the current production conditions meet the reason for failure of the inquiry clue evaluation, a pre-evaluation task for the inquiry clue is generated again, and the pre-evaluation task is sent to the salesperson evaluation unit.

8. The method according to claim 7, characterized in that The query task includes at least one of a periodic query task and a condition-triggered query task; The periodic query task is configured to query the inquiry clues at a preset period; The condition-triggered query task is configured to, in response to receiving information that a target production condition has changed, start the query task and query the inquiry clue; the target production condition is the production condition corresponding to the reason for the failure of the evaluation.

9. A device for evaluating and quoting inquiry clues, characterized in that: include: an acquisition module configured to acquire an inquiry clue and perform feature extraction on the inquiry clue to obtain a first feature set and a second feature set; wherein the first feature set includes at least a customer identifier, a customer type, a product identifier, and a product type; and the second feature set includes at least a customer identifier, a customer type, a product identifier, a product type, and product parameters; the customer type includes existing customers and new customers, and the product type includes standard products and customized products; a pre-assessment module configured to generate a pre-assessment task based at least on the first feature set, and send the pre-assessment task to a salesperson assessment unit; a joint evaluation module configured to, in response to receiving the evaluation pass information sent by the salesperson evaluation unit, determine at least one target evaluation department based on the second feature set; The joint assessment module is further configured to generate a joint assessment task and send the joint assessment task to each target assessment department; a quotation module configured to receive evaluation results of each target evaluation department, generate a quotation task in response to determining that the joint evaluation of the inquiry clue is passed based on each evaluation result, and send the quotation task to the quotation unit; The quotation module is further configured to receive quotation information sent by the quotation unit.

10. An electronic device comprising 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 steps of the method according to any one of claims 1 to 8 are implemented.

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