Visiting task generation method and device, equipment and storage medium
By determining the scheduling period, cooperation information between the visitor and the target object, the target visit task is automatically generated, which solves the problem of incomplete communication caused by insufficient user experience and achieves efficient customer visit results.
Patent Information
- Application Number
- CN202410491562.4
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-04-23
- Publication Date
- 2025-10-24
AI Technical Summary
In the existing technology, insufficient user experience leads to incomplete communication content during customer visits, making it difficult to ensure the effectiveness of customer visits.
By determining the scheduling period, visitor, target object and their cooperation information, the visit requirements are automatically determined and target visit tasks are created. The target template is used to aggregate the key points of the visit and generate visit tasks for the target object.
It realizes automatic determination of visit needs, ensures the effectiveness of customer visits, reduces the frequency of visits, and improves the effectiveness of customer visits.
Smart Images
Figure CN120833136A_ABST
Abstract
Description
TECHNICAL FIELD
[0001] Embodiments of the present application relate to the technical field of data processing, and particularly relate to a visiting task generation method and device, equipment and a storage medium. BACKGROUND
[0002] For the second party in the cooperative relationship, it is usually necessary to visit the first party when the counterparties of the two parties change, the time nodes are set or the cooperative matters change, so as to exchange work matters and deepen the understanding between each other, and facilitate better work.
[0003] However, in the process of implementing the present application, the inventors found that at least the following problems exist in the prior art:
[0004] If the user is not experienced, the problem of incomplete communication content often occurs in the process of customer visiting, and it is difficult to guarantee the effect of each customer visit. SUMMARY
[0005] Embodiments of the present application provide a visiting task generation method, device, equipment and storage medium to improve the effect of customer visiting.
[0006] In a first aspect, embodiments of the present application provide a visiting task generation method, and the method comprises:
[0007] In response to a current visiting task creation request, determining a corresponding scheduling time period, a visitor, a target object associated with the visitor and cooperation information of the target object;
[0008] Determining at least one visiting demand of the target object in the scheduling time period, and a demand template corresponding to each of the at least one visiting demand, wherein the at least one visiting demand is determined based on the cooperation information, and the demand template includes visiting points corresponding to the corresponding visiting demand;
[0009] Determining a target template according to the demand template corresponding to each of the at least one visiting demand, so that the target template includes the visiting points corresponding to the at least one visiting demand;
[0010] Based on the contact data in the cooperation information and the target template, creating a target visiting task for the target object.
[0011] In a second aspect, embodiments of the present application also provide a visiting task generation device, and the device comprises:
[0012] A data determination module is configured to, in response to a current visiting task creation request, determine a corresponding scheduling time period, a visitor, a target object associated with the visitor and cooperation information of the target object;
[0013] a visiting demand module, configured to determine at least one visiting demand of the target object in the scheduling period, and a demand template corresponding to each of the at least one visiting demand, wherein the at least one visiting demand is determined based on the cooperation information, and the demand template includes a visiting point corresponding to the visiting demand;
[0014] an aggregating module, configured to determine a target template according to the demand template corresponding to each of the at least one visiting demand, so that the target template includes the visiting point corresponding to the at least one visiting demand;
[0015] a task creating module, configured to create a target visiting task for the target object based on the contact data in the cooperation information and the target template.
[0016] In a third aspect, an electronic device is provided, and the electronic device includes:
[0017] one or more processors;
[0018] a memory configured to store one or more programs;
[0019] When the one or more programs are executed by the one or more processors, the one or more processors implement the visiting task generation method provided in any of the embodiments of the present application.
[0020] In a fourth aspect, a computer readable storage medium is provided, and the computer readable storage medium stores a computer program, which, when executed by a processor, implements the visiting task generation method provided in any of the embodiments of the present application.
[0021] The embodiments of the above application have the following advantages or beneficial effects:
[0022] The visiting demand is determined based on the cooperation data of the target object, and the technical effect of automatically determining the visiting demand is achieved; the demand template corresponding to the at least one visiting demand generated in the scheduling period is aggregated together to obtain the target template, and the target visiting task is created based on the target template, so that the target visiting task includes the visiting point corresponding to the at least one visiting demand. In this way, the user visits the target object based on the target visiting task, and at least the necessary cooperation information can be communicated by communicating the content in the target visiting task, so that the customer visiting effect can be ensured; and the user only needs to visit the customer once in the scheduling period, and the good customer visiting effect is achieved with a low customer visiting frequency. BRIEF DESCRIPTION OF DRAWINGS
[0023] Figure 1A is a flowchart of the visiting task generation method provided in the embodiments of the present application;
[0024] Figure 1B is a scheduling model configuration interface schematic diagram provided by an embodiment of the present application;
[0025] Figure 2 is another flow schematic diagram of the visit task generation method provided by an embodiment of the present application;
[0026] Figure 3 is another flow schematic diagram of the visit task generation method provided by an embodiment of the present application;
[0027] Figure 4 is another flow schematic diagram of the visit task generation method provided by an embodiment of the present application;
[0028] Figure 5 is a structure schematic diagram of the visit task generation system provided by an embodiment of the present application;
[0029] Figure 6A is a structure schematic diagram of the visit task generation device provided by an embodiment of the present application;
[0030] Figure 6B is a structure schematic diagram of the visit task generation device provided by an embodiment of the present application;
[0031] Figure 6C is a structure schematic diagram of the visit task generation device provided by an embodiment of the present application;
[0032] Figure 7 is a structure schematic diagram of an electronic device provided by an embodiment of the present application. DETAILED DESCRIPTION
[0033] The present application will be further described below in conjunction with the accompanying drawings and embodiments. It can be understood that the specific embodiments described herein are only used to explain the present application, but not to limit the present application. In addition, it should be noted that, for the convenience of description, only the parts related to the present application are shown in the drawings, but not all the structures.
[0034] It should be noted that in the technical solutions of the present disclosure, the collection, collection, update, analysis, processing, use, transmission, storage, etc. of user personal information are in line with the provisions of relevant laws and regulations, are used for legal purposes, and do not violate public order and good customs. Necessary measures are taken to prevent illegal access to user personal information data, and to maintain user personal information security, network security and national security.
[0035] Figure 1AA flowchart of a visit task generation method provided by an embodiment of the present application can be applied to automatically generate a target visit task of a target object, and the target visit task includes visit points of multiple visit demands of the target object. The method can be executed by a visit task generation device integrated in the visit task generation device, which can be implemented by software and / or hardware. As shown in Figure 1A The method specifically includes the following steps:
[0036] S110, in response to a current visit task creation request, determining a corresponding scheduling period, a visitor, a target object associated with the visitor, and cooperation information of the target object.
[0037] The current visit task creation request is determined based on a task creation instruction input by a user on a terminal.
[0038] Specifically, in a case where it is detected that the user inputs the task creation instruction on the terminal, a corresponding visit task creation request is generated, and the visit task creation request is added to a message queue. The processor sequentially executes the visit task creation requests in the message queue. For the current visit task creation request in the message queue, the processor determines the corresponding scheduling period, the visitor, the target object associated with the visitor, and the cooperation information of the target object.
[0039] In an embodiment, the cooperation information includes information of the target object stored by the user, such as contact data, cooperation state data, and the like of the target object. The cooperation state data can be cooperation data or to-be-cooperated data. The to-be-cooperated data is all data of a stored non-contracted customer (target object).
[0040] Wherein, the user can be understood as a terminal operator, and the visitor is a person who visits the target object. The two can be the same person or different persons. For the latter, the user can be a superior of the visitor or a responsible person for cooperation matters.
[0041] Wherein, the target object associated with the visitor can be understood as a customer of the visitor.
[0042] The scheduling period can be a default scheduling period or a non-default scheduling period. The default scheduling period is the target date of the day. The non-default scheduling period can be set to be within a set period or before the set period, wherein the set period is a modifiable item.
[0043] Wherein, the target date is a date specified by the user. For example, if the user specifies to visit a customer A on January 1, X year, the date is the target date.
[0044] As for the set period, it can be set to aggregate and calculate the visit tasks (visit tasks corresponding to visit demands) generated in the last N days (see Figure 1BThe N can be set by the user.
[0045] The N can be set by the user.
[0046] In an embodiment, the processor obtains a scheduling period through a scheduling model. The scheduling model can be understood as a visit task scheduling rule, which at least includes the scheduling period. The scheduling period can be understood as a period of time participating in task scheduling. In an embodiment, in response to a current visit task creation request, initial configuration information of the scheduling model is displayed in an interactive interface, and the initial configuration information includes a scheduling period option; and in response to a scheduling model configuration information confirmation operation, a corresponding scheduling model is determined, and the scheduling model includes the scheduling period. This embodiment realizes the flexibility of scheduling period determination through a configurable scheduling model.
[0047] S120, determining at least one visit demand of the target object in the scheduling period, and a demand template corresponding to each visit demand, wherein the at least one visit demand is determined based on the cooperation information, and the demand template includes visit points corresponding to the visit demand.
[0048] In an embodiment, the cooperation data includes target business data. In a case where it is detected that a variation of the target business data is greater than a set threshold, a reduction variation visit demand is generated; in a case where it is detected that the target business data corresponds to a customer loss, a customer loss visit demand is generated; in a case where it is detected that a responsible person of the target object is changed, an interfacing personnel change visit demand is generated; and in a case where it is detected that a corresponding customer is a potential customer based on the to-be-cooperated data, a potential customer visit demand is generated.
[0049] In an embodiment, the at least one visit demand includes a regular visit demand and an irregular visit demand, wherein the regular visit demand is a visit demand initiated by the user.
[0050] In an embodiment, the irregular visit demand can include a visit demand generated based on a set time node, in addition to the above-mentioned variation visit demand, customer loss visit demand, interfacing personnel change visit demand, and potential customer visit demand, such as a pre-specified project node time, a holiday, and the like.
[0051] In an embodiment, the system stores a visit cycle of each target object; at least one initial visit demand of the target object in the aggregation period is determined; and an initial visit demand in the visit cycle is eliminated from the at least one initial visit demand, to obtain at least one visit demand.
[0052] For example, the visiting cycle of the target object A is one month. If the current date is in the current month and the last visiting date of the target object A is the end of last month, the target object A is in the visiting cycle and does not meet the visiting requirement. Therefore, in the case that the target object A has an initial visiting requirement, the target object A needs to be deleted from the at least one initial visiting requirement.
[0053] In order to improve the efficiency of creating a visiting task, a template library is created in advance in the embodiment, and the template library stores demand templates corresponding to each visiting requirement. Each demand template can be configured by a user or an administrator, and the configurable content includes visiting points corresponding to the visiting requirement. For example, the visiting points of the reduction transaction template include determining the customer reduction reason.
[0054] In one embodiment, if a user wants to configure any demand template, a template editing instruction for the demand template is input on the terminal, and the processor displays a template editing interface for the demand template in the interactive interface in response to the template editing instruction. The user inputs template editing content based on the template editing interface, and confirms the editing result after editing is completed. The processor updates the corresponding demand template when detecting the confirmation operation. The configurability of the demand template can meet the needs of users in different industries and facilitate users to create personalized demand templates.
[0055] In the process of promoting the cooperative relationship, the parties A and B usually have multiple related personnel, such as the person in charge, the counterpart or the contact person, etc. Each person has a different role, is responsible for different content, and can discuss different content. Therefore, in one embodiment, a corresponding demand template is customized for different visiting requirements of each role, and all demand templates are stored in the template library. For example, the first demand template of the person in charge is different from the first demand template of the contact person. In one embodiment, the demand template matching the role of the visitor is selected from the template library, and the demand template corresponding to the at least one visiting requirement is selected from the demand template matching the role of the visitor. This embodiment can significantly improve user experience and visiting effect by formulating a corresponding demand template for each role.
[0056] S130, determining a target template according to the demand template corresponding to the at least one visiting requirement, so that the target template includes the visiting points corresponding to the at least one visiting requirement.
[0057] The visiting point can be understood as the necessary communication content in the visiting process.
[0058] In one embodiment, the weights of each visiting requirement are the same, and the demand template corresponding to the at least one visiting requirement is directly assembled together to obtain the target template. This embodiment is simple and direct, and the template assembly effect is fast.
[0059] In one embodiment, the scheduling model comprises a scheduling period and a weight of each visit demand (see Figure 1B ). When the template is assembled, the weight of each demand template is consistent with the weight of the corresponding visit demand. To this end, the target template is determined according to the weight of each visit demand in the at least one visit demand and the demand template corresponding to each visit demand in the at least one visit demand, wherein the visit points corresponding to the visit demands with different weights in the target template are different in order and / or identification.
[0060] For example, referring to Figure 1B , the at least one visit demand comprises a reduction transaction visit demand and a customer handover visit demand. The reduction transaction visit demand comprises a first visit point, and the customer handover visit demand comprises a second visit point. Since the weight of the reduction transaction visit demand is greater than the weight of the customer handover visit demand, the target visit task comprises the first visit point and the second visit point, and the first visit point is located before the second visit point, and / or the font of the first visit point is bold and the font of the second visit point is regular.
[0061] S140, creating a target visit task for the target object based on the contact data in the cooperation information and the target template.
[0062] After the target template is determined, the contact data is extracted from the cooperation information of the target object, the contact data is added to the target template to update the target template, and then the target visit task for the target object is created based on the updated target template. The contact data includes the contact address, contact method, name, etc. of the target object.
[0063] It can be understood that if the terminal operator (user) and the visitor are not the same person, the terminal operator can also forward the target visit task to the visitor in the form of information or email, or transfer the visit task to the visitor's account in the system to improve the user experience.
[0064] The target visit task comprises the name, contact method, contact address, visit point, visit method, visit time, customer type, and whether coordination is needed of the contact person of the target object, and the coordination personnel information when coordination is needed. The customer type is a non-contracted customer or a contracted customer.
[0065] The technical solution provided by the embodiment of the present invention determines the visit requirements based on the cooperation data of the target object, achieving the technical effect of automatically determining the visit requirements; by aggregating the demand templates corresponding to at least one visit requirement generated within the aggregation period to obtain a target template, and creating a target visit task based on the target template, so that the target visit task includes the visit purpose corresponding to the at least one visit requirement. In this way, when a user visits the target object based on the target visit task, they can at least communicate the content of the target visit task, achieving the purpose of at least exchanging necessary cooperation information, thereby ensuring the effectiveness of the customer visit; and the user only needs to visit the customer once within the aggregation period, thus achieving a better customer visit effect with a lower customer visit frequency.
[0066] Figure 2 This is another flow chart of the method for generating a visit task provided by an embodiment of the present invention. This embodiment is used to refine the target template determination step of the above embodiment. Figure 2 As shown, the method includes:
[0067] S210. In response to the current visit task creation request, determine the corresponding visitor, at least two target objects associated with the visitor, and cooperation information with each target object, and determine a scheduling model and a scheduling period and a maximum number of visits included in the scheduling model.
[0068] When the processor detects the current visit task creation request, it displays the scheduling model configuration information in the interactive interface, and the user configures the scheduling period and the maximum number of visits of the scheduling model in the interactive interface.
[0069] The maximum number of visits is the maximum number of customers a visitor can visit per day.
[0070] S220. Determine at least one visit requirement of the target object within the scheduling period, and a requirement template corresponding to at least one visit requirement, wherein at least one visit requirement is determined based on the cooperation information, and the requirement template includes the visit points corresponding to the visit requirement.
[0071] S2301. If the number of target objects included in the at least two target objects is less than or equal to the maximum number of visits, then for each of the at least two target objects, determine a target template according to a requirement template corresponding to at least one visit requirement corresponding to the current target object.
[0072] If the number of target objects included in the at least two target objects is less than or equal to the maximum visiting number, it means that the user can visit all the at least two target objects in a day. For this, for each target object in the at least two target objects, a target template is determined according to the demand template corresponding to the at least one visiting demand corresponding to the current target object, to obtain a target template for each target object.
[0073] In S2302, if the number of target objects included in the at least two target objects is greater than the maximum visiting number, N target objects are selected from the at least two target objects, where N is a positive integer less than or equal to the maximum visiting number.
[0074] If the number of target objects included in the at least two target objects is greater than the maximum visiting number, it means that the visitor cannot visit all the at least two target objects in a day. For this, N target objects are selected from the at least two target objects, and N is less than or equal to the maximum visiting number. By limiting the number of target objects by the maximum visiting number, it can be ensured that the visitor can visit all the target objects for which the target visiting task is created in a day, and the user experience is good.
[0075] In an embodiment, the object identifiers of the at least two target objects are displayed in the interactive interface, and in response to a target object selection operation, N object identifiers and N target objects corresponding to the N object identifiers are determined; for each of the N target objects, a target template is determined according to the demand template corresponding to the at least one visiting demand corresponding to the current target object. This embodiment displays the object identifiers of the at least two target objects through the interactive interface, and the user selects the target objects to be visited in the interactive interface, which can improve the flexibility of target object selection and thus improve the flexibility of target task generation.
[0076] In an embodiment, the system stores the importance identifiers of the target objects. According to the importance identifiers of each target object in the at least two target objects, the N target objects with the highest importance are selected from the at least two target objects, and N is equal to the maximum visiting number. This embodiment can enable the visitor to visit important customers in a timely manner.
[0077] In S2303, for each target object in the N target objects, a target template is determined according to the demand template corresponding to the at least one visiting demand corresponding to the current target object.
[0078] After selecting the N target objects, the at least one visiting demand corresponding to each target object is determined, and the target template corresponding to the demand template corresponding to the at least one visiting demand is determined. That is, a target template for each target object is generated.
[0079] S240, creating a target visiting task for the target object based on the contact data in the cooperation information and the target template.
[0080] The embodiment of the present application guarantees that the visitor can complete all target visiting tasks in a day and guarantees that the visitor can communicate with each target object sufficiently, thereby improving the visiting effect.
[0081] Figure 3 is another flowchart of the visiting task generation method provided by the embodiment of the present application. The embodiment is used to refine the target template determination step of the foregoing embodiment. As shown in the figure, the method comprises the following steps. Figure 3
[0082] S310, in response to a current visiting task creation request, determining a corresponding visitor, target objects associated with the visitor, and cooperation information of the target objects, determining a scheduling model and scheduling time periods and one or more visiting demands included in the scheduling model.
[0083] The scheduling identifier is used to represent a visiting demand participating in task scheduling. It can be understood that if a visiting demand carries a scheduling identifier, it means that the visiting demand participates in task scheduling; if a visiting identifier does not carry a scheduling identifier, it means that the visiting demand does not participate in task scheduling.
[0084] The scheduling model configuration information is displayed in the interactive interface, and the scheduling model configuration information comprises demand identifiers of each visiting demand in the at least one visiting demand; if the user wants any visiting demand in the at least one visiting demand to participate in task scheduling, the corresponding demand identifier is selected in the interactive interface; after the scheduling model configuration information is configured, a confirmation option is clicked or touched. After the processor detects the confirmation operation, a corresponding scheduling model is generated, and the scheduling model comprises a scheduling time period and a visiting demand carrying a scheduling identifier. It can be understood that the visiting demand carrying the scheduling identifier is the visiting demand selected by the user in the interactive interface.
[0085] In one embodiment, the configuration information of the scheduling model is displayed in the interactive interface, and the configuration information of the scheduling model comprises selected third visiting demands and / or unselected fourth visiting demands. The at least one visiting demand comprises all selected third visiting demands and all unselected fourth visiting demands, or the difference between the set visiting demand universe and all unselected fourth visiting demands is equal to all selected third visiting demands. The selected third visiting demands are configured as key visiting demands and need to be focused on by the user. The embodiment prompts the user to focus on the visiting demands that need to be focused on through the selected identifier, so as to guarantee the customer visiting effect.
[0086] S320, determine at least one visit demand of the target object in the scheduling period, and a demand template corresponding to each of the at least one visit demand, wherein the at least one visit demand is determined based on the cooperation information, and the demand template includes a visit point corresponding to the corresponding visit demand.
[0087] S330, if the at least one visit demand includes a first visit demand carrying a scheduling identifier, determine a target template according to demand templates corresponding to all the first visit demands.
[0088] determine whether the at least one visit demand includes a first visit demand carrying a scheduling identifier; if yes, filter all the first visit identifiers from the at least one visit demand, and then assemble demand templates corresponding to all the first visit demands to obtain the target template.
[0089] S340, create a target visit task for the target object based on the contact data in the cooperation information and the target template.
[0090] The technical scheme provided by the embodiment of the application aggregates demand templates corresponding to visit demands carrying scheduling identifiers to determine a target template, thereby achieving the purpose of aggregating demand templates corresponding to visit demands selected by a user, so that a target task created based on the target template includes visit points of all visit demands carrying scheduling identifiers, i.e., the target visit task includes visit points of all visit demands carrying scheduling identifiers, and the flexibility of the user in handling visit demands is improved, for example, for a certain visit demand, the user can handle the visit demand in a current visit period or in a next visit period.
[0091] Figure 4 is another flowchart of a visit task generation method provided by the embodiment of the application. The embodiment is used to refine the target template determination step of the foregoing embodiment. As shown in Figure 4 the method comprises:
[0092] S410, in response to a current visit task creation request, determine a corresponding scheduling period, a visitor, a target object associated with the visitor, and cooperation information of the target object.
[0093] S420, determine at least one visit demand of the target object in the scheduling period, and a demand template corresponding to each of the at least one visit demand, wherein the at least one visit demand is determined based on the cooperation information, and the demand template includes a visit point corresponding to the corresponding visit demand.
[0094] S430, determine a target template according to demand templates corresponding to each of the at least one visit demand.
[0095] S440, creating a target visiting task for the target object based on the contact data in the cooperation information and the target template.
[0096] S450, obtaining visiting feedback information corresponding to the visiting feedback uploading operation for the target visiting task.
[0097] After the user visits the target object, the user inputs a visiting feedback instruction for the corresponding target visiting task in the terminal; the terminal outputs a visiting feedback form in the interactive interface in response to the visiting feedback instruction; the user inputs visiting feedback information in the interactive interface, and then performs a visiting feedback uploading operation such as clicking or touching a confirmation option; the processor obtains the corresponding visiting feedback information when detecting the visiting feedback uploading operation.
[0098] The visiting feedback information includes visiting personnel information, actual visiting time, visiting method, visiting content summary, application support department, and next customer maintenance plan content, etc. In an embodiment, the support department can be a front-line customer development department or a technical department, which can be set according to actual conditions.
[0099] S460, generating a visiting feedback form for the target visiting task based on the visiting feedback information.
[0100] A visiting feedback form for the corresponding target visiting task is generated according to the obtained visiting feedback information. The visiting feedback form is used for archiving the actual visiting situation of the target object, and is convenient for the maintenance of the target object.
[0101] In an embodiment, when the visiting feedback form includes preset information, a corresponding visiting demand for the target object is generated for a set associated user.
[0102] The preset information can be new business opportunity information about the target object, or business opportunity clue information of other target objects.
[0103] The set associated user is an account of a set front-line customer development personnel corresponding to the corresponding business.
[0104] For example, the target visiting task includes visiting points corresponding to a reduction visiting demand. The visitor discovers that the business scope of the target object has changed, such as changing from mainly selling dry goods to mainly selling fresh food, during the visiting process. In this way, the express business demand of the target object changes from ordinary business demand to cold chain transportation demand. After the visitor uploads the information through the visiting feedback form, the system queries a set front-line customer development personnel responsible for the cold chain transportation business from the system when detecting that the target object has a cold chain transportation demand, and creates a visiting demand for the target object for the set front-line customer development personnel.
[0105] For example, the target visiting task includes a visiting point corresponding to the first single visiting demand. During the visiting process, the visitor discovers that the target object has not yet carried out the first single with the visitor because the target object has recently carried out a new project with another party, and part of the business of the new project can be completed by the visitor. Therefore, the visitor fills in the visiting feedback form with information about the new project, the person in charge, and the possible cooperation business content. When the system detects the visiting feedback form, it analyzes it and finds that the visiting feedback form includes a potential customer lead, and determines the possible cooperation business of the potential customer with the visitor and the set front-line customer developer responsible for the business of the visitor, and creates a visiting demand for the set front-line customer developer for the target object or potential customer.
[0106] The embodiment of the present application stores customer visiting information through a customer visiting feedback form, which facilitates customer maintenance and new business development in the later stage.
[0107] Figure 5 is a structural diagram of a visiting task generation system provided by the embodiment of the present application. The system and the visiting task generation method of the above embodiment belong to the same inventive concept, and the details not described in the embodiment of the visiting task generation device can be referred to the content of each of the above embodiments.
[0108] As shown in Figure 5 , the system includes a data layer 510, a configuration layer 520, a scheduling layer 530, and an application layer 540; the data layer 510 is configured to store cooperation information of a target object and a visiting feedback form; the configuration layer 520 is configured to configure a scheduling model and a demand template; the application layer 540 is configured to obtain a visiting task creation request, determine a corresponding scheduling period, a visitor, a target object associated with the visitor, and cooperation information of the target object in response to the current visiting task creation request; determine at least one visiting demand of the target object within the scheduling period, and a demand template corresponding to each of the at least one visiting demand, wherein the at least one visiting demand is determined based on the cooperation information, and the demand template includes a visiting purpose corresponding to the visiting demand; determine a target template according to the demand template corresponding to each of the at least one visiting demand; and create a target visiting task for the target object based on the contact data in the cooperation information and the target template.
[0109] In the face of different business scenarios, the application layer 540 can be configured to support visiting task generation operations in different business scenarios through different visiting task docking modes, such as being configured to support visiting task generation operations in each business scenario under an Android system, or being configured to support visiting task generation operations in each business scenario under an IOS system, to meet the different application scenario needs of users.
[0110] The application layer 540 can be configured to support different roles, different rules, and different visit task generation operations and visit task feedback operations for different visitor roles.
[0111] The scheduling layer 530 is mainly a background engine for scheduling model calculation and target visit task generation, connecting the application layer and the configuration layer, combining upstream and downstream data information, and creating a target visit task for each visitor to a corresponding target object. In an embodiment, the role of the visitor is one of sales, customer manager, sales department manager, and manager.
[0112] The configuration layer 520 can be used to configure the scheduling model and the demand template. Whether it is the threshold setting of the scheduling model or the demand template configuration under each business scenario, it can be dynamically changed or added or reduced by the administrator or user according to the business development stage.
[0113] In the process of creating the target visit task, cooperation information of the target object is needed, and the cooperation information includes at least one of lead data, opportunity data, and customer management data. These data are stored in a set location in a separate database and table.
[0114] In an embodiment, after obtaining the target data of each target object, at least one set index data is obtained by performing aggregation calculation on a set core dimension; the at least one set index data is processed to obtain an index result; and the index result is stored according to a set theme domain storage rule. This embodiment can improve the query speed and reading speed of the data layer storage data. The target data includes at least one of customer data, lead data, opportunity data, customer management data, and historical visit feedback information. The customer data can be understood as cooperation state data.
[0115] In one embodiment, the user logs into a personal account on a terminal and then inputs a visit task creation request. The processor adds the visit task creation request to a message queue upon detecting the visit task creation request; determines a current visit task creation request based on the order of addition of each visit task creation request in the message queue, obtains the corresponding visitor, the role of the visitor and at least two target objects associated with the visitor and the cooperation information with each target object based on a standard application programming interface; then determines the visit cycle of each target object in the at least two target objects and eliminates the target objects within the corresponding visit cycle from the at least two target objects to obtain a combination of target objects to be visited; displays the initial configuration information of the scheduling model in the interactive interface; the user configures the scheduling model in the interactive interface and clicks or touches a confirmation option after the configuration is completed; the processor determines the scheduling period in the scheduling model, the weight of the at least one visit demand, the maximum number of visits, whether each target object in the combination of target objects to be visited carries a scheduling identifier upon detecting the confirmation operation; determines at least one visit demand of each target object in the combination of target objects to be visited within the scheduling period; determines at least one first visit demand carrying a scheduling identifier in the at least one visit demand; selects a demand template corresponding to the role of the visitor from a template library to obtain a combination of demand templates based on the role of the visitor; selects a demand template corresponding to the at least one first visit demand from the combination of demand templates for each first target object in the combination of target objects to be visited; aggregates the demand templates corresponding to the at least one first visit demand based on the weights corresponding to the at least one first visit demand to obtain a target visit template for the current first target object; and creates a target visit task for the current target object for the current visitor according to the contact data in the cooperation information with the current first target object and the target visit template.
[0116] The technical scheme of the visit task generation system of the embodiment of the present application improves the speed, stability and accuracy of target visit task generation through an advanced software architecture.
[0117] The following is an embodiment of a visit task generation device provided by the embodiment of the present application. The device and the visit task generation method of the above embodiments belong to the same inventive concept. Details not described in the embodiment of the visit task generation device can be referred to the content of each of the above embodiments.
[0118] Figure 6A The structural schematic diagram of the device provided by the embodiment of the present application. The device comprises:
[0119] The data determination module 610 is configured to determine the corresponding scheduling period, the visitor, the target object associated with the visitor and the cooperation information with the target object in response to the current visit task creation request;
[0120] The visiting demand module 620 is configured to determine at least one visiting demand of the target object in the scheduling period, and a demand template corresponding to each of the at least one visiting demand, wherein the at least one visiting demand is determined based on the cooperation information, and the demand template includes a visiting point corresponding to the visiting demand;
[0121] The aggregation module 630 is configured to determine a target template according to the demand template corresponding to each of the at least one visiting demand, so that the target template includes the visiting point corresponding to the at least one visiting demand.
[0122] The task creation module 640 is configured to create a target visiting task for the target object based on the contact data in the cooperation information and the target template.
[0123] In an embodiment, the data determination module 610 is configured to:
[0124] In response to a current visiting task creation request, display initial configuration information of a scheduling model in an interactive interface, wherein the initial configuration information includes a scheduling period option.
[0125] In response to a scheduling model configuration information confirmation operation, determine a corresponding scheduling model, wherein the scheduling model includes a scheduling period.
[0126] In an embodiment, the aggregation module 630 includes:
[0127] A first unit is configured to, if the number of target objects included in the at least two target objects is less than or equal to the maximum visiting number, determine, for each of the at least two target objects, a target template according to the demand template corresponding to each of the at least one visiting demand corresponding to the current target object.
[0128] A second unit is configured to, if the number of target objects included in the at least two target objects is greater than the maximum visiting number, select N target objects from the at least two target objects, wherein N is a positive integer less than or equal to the maximum visiting number.
[0129] A third unit is configured to, for each of the N target objects, determine a target template according to the demand template corresponding to each of the at least one visiting demand corresponding to the current target object.
[0130] In an embodiment, the second unit is configured to:
[0131] Display object identifiers of the at least two target objects in an interactive interface.
[0132] In response to the target object selection operation, the N object identifiers and the N target objects corresponding to the N object identifiers are determined.
[0133] In one embodiment, the aggregation module 630 is specifically configured to:
[0134] According to the weights of the visit demands in the at least one visit demand and the demand templates corresponding to the at least one visit demand respectively, a target template is determined, and the visit points corresponding to the visit demands with different weights in the target template are different in order and / or identification.
[0135] In one embodiment, the aggregation module 630 is specifically configured to:
[0136] If the at least one visit demand includes a first visit demand with a scheduling identifier, a target template is determined according to the demand templates corresponding to all the first visit demands.
[0137] In one embodiment, the visit demand module 620 is specifically configured to:
[0138] The demand templates matching the role of the visitor are filtered out from the template library;
[0139] The demand templates corresponding to the at least one visit demand respectively are filtered out from the demand templates matching the role of the visitor.
[0140] In one embodiment, as shown in Figure 6B The apparatus further includes a feedback module 650, which is configured to:
[0141] In response to a visit feedback upload operation for the target visit task, the corresponding visit feedback information is obtained;
[0142] Based on the visit feedback information, a visit feedback table for the target visit task is generated.
[0143] In one embodiment, as shown in Figure 6C The apparatus further includes a visit demand determination module 660, which is configured to:
[0144] In a case where it is detected that the visit feedback table includes preset information, a corresponding visit demand for the target object is generated for a setting associated user.
[0145] The technical scheme of the visit task generation device provided by the embodiment of the application determines the visit demand based on the cooperation data of the target object, and realizes the technical effect of automatically determining the visit demand; the demand template corresponding to at least one visit demand generated in a scheduling period is aggregated together to obtain a target template, and a target visit task is created based on the target template, so that the target visit task includes the visit points corresponding to the at least one visit demand. In this way, the user visits the target object based on the target visit task, and at least the purpose of communicating the necessary cooperation information can be achieved by communicating the content in the target visit task, so that the customer visit effect can be guaranteed; and the user only needs to visit the customer once in the scheduling period, and the good customer visit effect is achieved at a lower customer visit frequency.
[0146] The visit task generation device provided by the embodiment of the application can execute the visit task generation method provided by the embodiment of the application, and has the corresponding function modules and beneficial effects of executing the visit task generation method.
[0147] Figure 7 A structural schematic diagram of an electronic device provided by the embodiment of the application is provided. Figure 7 A block diagram of an exemplary server 12 suitable for use in implementing embodiments of the application is shown. Figure 7 The server 12 shown is merely one example and should not be taken as limiting the scope of the embodiments of the application.
[0148] As shown in Figure 7 The server 12 is shown as a general-purpose computing device. The components of the server 12 can include, but are not limited to, one or more processors or processing units 16, a system memory 28, and a bus 18 that couples various system components including the system memory 28 and the processing unit 16.
[0149] The bus 18 represents one or more of several types of bus structures, including a memory bus or memory controller, a peripheral bus, a graphics bus, a processor or local bus using any of a variety of bus architectures. By way of example, these architectures include Industry Standard Architecture (ISA) bus, Micro Channel Architecture (MAC) bus, Enhanced ISA bus, Video Electronics Standards Association (VESA) local bus, and Peripheral Component Interconnect (PCI) bus.
[0150] The server 12 typically includes a variety of computer system readable media. Such media can be any available media that is accessible by the server 12 and includes both volatile and non-volatile media, removable and non-removable media.
[0151] System memory 28 can include computer system readable media in the form of volatile memory, such as random access memory (RAM) 30 and / or cache memory 32. Server 12 can further include other removable / non-removable, volatile / non-volatile computer system storage media. By way of example only, storage system 34 can be provided for reading from and writing to a non-removable, non-volatile magnetic media (not shown and typically called a "hard drive"). Figure 7 Although not shown, a magnetic disk drive can also be utilized for reading from and writing to a removable, non-volatile magnetic media (such as a "floppy disk"), and an optical disk drive can be utilized for reading from and / or writing to a removable, non-volatile optical media (such as a CD-ROM, DVD-ROM or other optical media). Figure 7 In such instances, each drive can be connected to the bus 18 by one or more data media interfaces. The system memory 28 can include at least one program product having a set (e.g., at least one) of program modules that are configured to carry out the functions of embodiments of the application.
[0152] Program / utility 40, having a set (at least one) of program modules 42, can be stored in system memory 28 by way of example, and not limitation, as well as an operating system, one or more application programs, other program modules, and program data, each or some combination thereof, can include implementation of the network environment. Program modules 42 generally carry out the functions and / or methodologies of embodiments of the application as described herein.
[0153] Server 12 can also communicate with one or more external devices 14 such as a keyboard, a pointing device, a display 24, etc.; one or more devices that enable a user to interact with server 12; and / or any devices (e.g., network card, modem, etc.) that enable server 12 to communicate with one or more other computing devices. Such communication can occur via input / output (I / O) interface(s) 22. Still yet, server 12 can communicate with one or more networks, such as a local area network (LAN), a general wide area network (WAN), and / or a public network (e.g., the Internet) via network adapter 20. As depicted, network adapter 20 communicates with the other components of server 12 via bus 18. It should be appreciated that although not shown, other hardware and / or software components could be used in conjunction with server 12. These include, but are not limited to, microcode, device drivers, redundant processing units, external disk drive arrays, RAID systems, tape drives, and data archival storage systems, etc.
[0154] Processing unit(s) 16 can execute, by way of a processor, modules stored in the system memory 28, to perform various program components such as a method for generating a visit task, the method comprising:
[0155] determining a corresponding scheduling period, a visitor, a target object associated with the visitor, and cooperation information with the target object in response to a current visit task creation request;
[0156] determining at least one visit demand of the target object in the scheduling period, and a demand template corresponding to each of the at least one visit demand, wherein the at least one visit demand is determined based on the cooperation information, and the demand template includes a visit point corresponding to the corresponding visit demand;
[0157] determining a target template according to the demand template corresponding to each of the at least one visit demand, so that the target template includes the visit point corresponding to the at least one visit demand;
[0158] creating a target visit task for the target object based on contact data in the cooperation information and the target template.
[0159] Of course, those skilled in the art can understand that the processor can also implement the technical solutions of the visit task generation method provided by any embodiment of the application.
[0160] The embodiment provides a computer readable storage medium, which stores a computer program, and the program is executed by a processor to implement the steps of the visit task generation method provided by the foregoing embodiments of the application, and the method comprises:
[0161] determining a corresponding scheduling period, a visitor, a target object associated with the visitor, and cooperation information with the target object in response to a current visit task creation request;
[0162] determining at least one visit demand of the target object in the scheduling period, and a demand template corresponding to each of the at least one visit demand, wherein the at least one visit demand is determined based on the cooperation information, and the demand template includes a visit point corresponding to the corresponding visit demand;
[0163] determining a target template according to the demand template corresponding to each of the at least one visit demand, so that the target template includes the visit point corresponding to the at least one visit demand;
[0164] creating a target visit task for the target object based on contact data in the cooperation information and the target template.
[0165] The computer storage medium of the embodiments of the present application can adopt any combination of one or more computer readable media. The computer readable medium can be a computer readable signal medium or a computer readable storage medium. The computer readable storage medium may, for example, but is not limited to, an electrical, magnetic, optical, electromagnetic, infrared, or semiconductor system, device or apparatus, or any combination thereof. More specific examples (non-exhaustive list) of the computer readable storage medium include an electrical connection having one or more wires, a portable computer diskette, a hard disk, a random access memory (RAM), a read-only memory (ROM), an erasable programmable read-only memory (EPROM or flash memory), an optical fiber, a portable compact disc read-only memory (CD-ROM), an optical storage device, a magnetic storage device, or any suitable combination of the above. In this document, the computer readable storage medium can be any tangible medium that contains or stores a program that can be used by or in connection with an instruction execution system, apparatus or device.
[0166] The computer readable signal medium can include a data signal propagated in baseband or propagated as a carrier wave, in which computer readable program code is embodied. Such propagated data signals can take a wide variety of forms, including but not limited to electro-magnetic signals, optical signals, or any suitable combination thereof. The computer readable signal medium can also be any computer readable medium that is not a storage medium, that is capable of storing the program for use by or in connection with the instruction execution system, apparatus or device.
[0167] The program code contained on the computer readable medium can be transmitted using any suitable medium, including but not limited to wireless, wire line, optical fiber cable, RF, etc., or any suitable combination of the above.
[0168] The computer program code for carrying out operations of the present application can be written in one or more programming languages or combinations of languages including an object oriented programming language such as Java, Smalltalk, C++ or the like and conventional procedural programming languages such as "C" or similar programming languages. The program code can execute entirely on the user's computer, partly on the user's computer, as a stand-alone software package, partly on the user's computer and partly on a remote computer or entirely on the remote computer or server. In the latter scenario, the remote computer can be connected to the user's computer through any type of network, including a local area network (LAN) or a wide area network (WAN), or the connection can be made to an external computer (for example, through the Internet using an Internet Service Provider). In some embodiments of the present application, electronic mail (email) can be utilized as the insecure digital messaging described above.
[0169] Those skilled in the art should understand that the modules or steps of the present application described above can be realized by general computing devices, which can be centralized on a single computing device or distributed on a network composed of multiple computing devices, and optionally, they can be realized by program codes executable by the computing devices, so that they can be stored in storage devices and executed by the computing devices, or they can be respectively manufactured into individual integrated circuit modules, or multiple modules or steps among them can be manufactured into a single integrated circuit module to realize. Thus, the present application is not limited to any specific combination of hardware and software.
[0170] It is noted that the above merely describes the preferred embodiments of the present application and the principles of the applied technology. Those skilled in the art will understand that the present application is not limited to the specific embodiments described herein, and various obvious changes, re-adjustments and substitutions can be made by those skilled in the art without departing from the scope of the present application. Therefore, although the present application has been described in detail through the above embodiments, the present application is not limited to the above embodiments, and more other equivalent embodiments can be included without departing from the concept of the present application, and the scope of the present application is determined by the appended claims.
Claims
1. A method of generating a visit task, characterized by, The method comprises: determining a corresponding scheduling period, a visitor, a target object associated with the visitor, and cooperation information of the target object in response to a current visit task creation request; determining at least one visit demand of the target object in the scheduling period and a demand template corresponding to each of the at least one visit demand, wherein the at least one visit demand is determined based on the cooperation information, and the demand template comprises a visit point corresponding to the corresponding visit demand; determining a target template according to the demand template corresponding to each of the at least one visit demand, so that the target template comprises the visit point corresponding to the at least one visit demand; creating a target visit task for the target object based on the contact data in the cooperation information and the target template.
2. The method of claim 1, wherein, The method comprises: determining a corresponding scheduling period in response to a current visit task creation request, comprising: determining an initial configuration information of a scheduling model in an interactive interface in response to a current visit task creation request, wherein the initial configuration information comprises a scheduling period option; 3. The method of claim 2, wherein, determining a corresponding scheduling model in response to a scheduling model configuration information confirmation operation, wherein the scheduling model comprises a scheduling period. The visitor is associated with at least two target objects, and the scheduling model further comprises a maximum number of visits, and the method comprises: if the number of target objects included in the at least two target objects is less than or equal to the maximum number of visits, determining a target template according to the demand template corresponding to each of the at least one visit demand corresponding to the current target object for each of the target objects in the at least two target objects; if the number of target objects included in the at least two target objects is greater than the maximum number of visits, selecting N target objects from the at least two target objects, wherein N is a positive integer less than or equal to the maximum number of visits; 4. The method of claim 3, wherein, determining a target template according to the demand template corresponding to each of the at least one visit demand corresponding to the current target object for each of the N target objects. The method comprises: determining an object identifier of the at least two target objects in an interactive interface; 5. The method of claim 2, wherein, determining N object identifiers and N target objects corresponding to the N object identifiers in response to a target object selection operation. The scheduling model further comprises a weight of each of the at least one visit demand, and the method comprises:
6. The method according to any of claims 2-5, characterized by, determining a target template according to the weight of each of the at least one visit demand and the demand template corresponding to each of the at least one visit demand, wherein the visit points corresponding to the visit demands with different weights in the target template are different in order and / or identification. The scheduling model further comprises a scheduling identifier of one or more visit demands, and the method comprises: If the at least one visit demand includes a first visit demand carrying a scheduling identifier, a target template is determined according to a demand template corresponding to each of all the first visit demands.
7. The method of claim 1, wherein, The demand template corresponding to each of the at least one visit demand is determined, including: Filtering, from a template library, a demand template matching the role of the visitor; Filtering, from the demand template matching the role of the visitor, a demand template corresponding to each of the at least one visit demand.
8. The method of claim 1, wherein, Further comprising: In response to a visit feedback upload operation for the target visit task, obtaining corresponding visit feedback information; Generating a visit feedback table for the target visit task based on the visit feedback information.
9. The method of claim 8, wherein, After generating the visit feedback table for the target visit task based on the visit feedback information, further comprising: In a case where it is detected that the visit feedback table includes preset information, generating, for a designated associated user, a corresponding visit demand for the target object.
10. A visit task generation apparatus characterized by comprising: The apparatus comprises: A data determination module configured to determine, in response to a current visit task creation request, a corresponding scheduling period, a visitor, a target object associated with the visitor, and cooperation information of the target object; A visit demand module configured to determine at least one visit demand of the target object in the scheduling period and a demand template corresponding to each of the at least one visit demand, wherein the at least one visit demand is determined based on the cooperation information, and the demand template includes a visit point corresponding to the corresponding visit demand; An aggregation module configured to determine a target template according to the demand template corresponding to each of the at least one visit demand, so that the target template includes the visit point corresponding to the at least one visit demand; A task creation module configured to create, based on contact data in the cooperation information and the target template, a target visit task for the target object.
11. An electronic device, comprising: The electronic device comprises: One or more processors; A memory configured to store one or more programs; When the one or more programs are executed by the one or more processors, the one or more processors implement the visit task generation method according to any one of claims 1-9.
12. A computer readable storage medium having stored thereon a computer program, characterized in that, The program is executed by the processor to implement the visit task generation method according to any one of claims 1-9.