Data processing method and device, equipment and storage medium
By using data processing methods and devices to generate business plans based on customer segmentation data, the system addresses the lack of flexibility and intelligence in customer management processes within intelligent recommendation systems in financial insurance and healthcare businesses, enabling precise advancement and personalized management of customer relationships.
Patent Information
- Application Number
- CN202511060343.1
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2025-07-29
- Publication Date
- 2025-12-16
AI Technical Summary
In the business sector, particularly in finance, insurance, and healthcare, existing intelligent recommendation systems rely excessively on data analysis and neglect building long-term, deep relationships with clients. This results in a lack of flexibility and intelligence in client management, especially in complex insurance products and high-net-worth client services, where business personnel provide insufficient personalized advice and in-depth communication.
A data processing method and apparatus are provided, which obtains the customer identifiers to be managed by sales personnel, determines a first business plan based on hierarchical data, and generates a second business plan after displaying and confirming it on the business page, supporting sales personnel to flexibly select and personalize customer relationships.
It enhances the intelligence and flexibility of customer management processes, helping business personnel to more accurately advance customer relationships and improve customer conversion rates, satisfaction, and long-term value.
Smart Images
Figure CN121146855A_ABST
Abstract
Description
TECHNICAL FIELD
[0001] The present application relates to the technical field of data processing, and particularly relates to a data processing method and device, equipment and a storage medium. BACKGROUND
[0002] In the business field, customer management refers to establishing and maintaining relationships with customers in a systematic and continuous manner. At present, more and more financial insurance companies and medical companies begin to explore customer management mode based on data analysis and intelligent technology, so as to further improve the accuracy of customer demand identification, improve sales efficiency and optimize customer experience.
[0003] However, the business field such as financial insurance business and medical health business is essentially a trust relationship between people. Excessive dependence on intelligent recommendation system ignores the establishment of long-term and deep relationship with customers. In some complex insurance products or high net worth customer services, personalized suggestions provided by business personnel for customers and deep communication with customers are particularly important. Therefore, how to improve the flexibility and intelligence of the customer management process is an urgent problem to be solved. SUMMARY
[0004] The main purpose of the present application is to provide a data processing method, device, equipment and storage medium, which can assist business personnel to improve the intelligence and flexibility of the customer management process, and can be applied to the financial field and the medical health field.
[0005] In a first aspect, the present application provides a data processing method, comprising: In response to detecting that a business personnel enters a preset management page, a plurality of customers to be managed by the business personnel are acquired, and the identifiers of the plurality of customers are displayed on the management page; In response to a selection operation of the identifiers on the management page by the business personnel, at least one target customer is determined from the plurality of customers; Based on the hierarchical data of each target customer, a first management scheme corresponding to each target customer is determined; The first management scheme corresponding to each target customer is displayed on the management page, and in response to a confirmation operation of the first management scheme corresponding to each target customer by the business personnel, a second management scheme corresponding to each target customer is generated; The second management scheme corresponding to each target customer is displayed on the management page.
[0006] In a second aspect, the present application further provides a data processing device, comprising: The client obtaining module is configured to obtain a plurality of clients to be operated by the business personnel and display the identities of the plurality of clients on the operation page in response to detecting that the business personnel enters the preset operation page. The client determining module is configured to determine at least one target client from the plurality of clients in response to a selection operation of the identity on the operation page by the business personnel. The scheme determining module is configured to determine a first operation scheme corresponding to each target client based on the classification data of each target client. The scheme generating module is configured to display the first operation scheme corresponding to each target client on the operation page and generate a second operation scheme corresponding to each target client in response to a confirmation operation of the first operation scheme corresponding to each target client by the business personnel. The scheme displaying module is configured to display the second operation scheme corresponding to each target client on the operation page.
[0007] In a third aspect, the present application also provides a terminal device, which comprises a processor, a memory, and a computer program stored in the memory and executable by the processor, wherein the computer program is executed by the processor to implement the steps of the data processing method.
[0008] In a fourth aspect, the present application also provides a computer readable storage medium, which stores a computer program, wherein the computer program is executed by a processor to implement the steps of the data processing method.
[0009] The present application provides a data processing method, device, equipment and storage medium, which can intelligently generate and display a first operation scheme of a client, so that a business personnel can flexibly determine a target client to be operated based on the first operation scheme and intelligently determine a corresponding second operation scheme based on the first operation scheme corresponding to the target client, thereby assisting the business personnel to improve the intelligence and flexibility of the client operation process. BRIEF DESCRIPTION OF DRAWINGS
[0010] In order to more clearly illustrate the technical solutions of the embodiments of the present application, the drawings needed in the embodiment description will be briefly introduced. Obviously, the drawings in the following description are some embodiments of the present application, and other drawings can be obtained by those skilled in the art without creative labor.
[0011] Figure 1 A step flow chart of a data processing method provided by an embodiment of the present application; Figure 2A schematic diagram of an operation page for displaying the identities of a plurality of customers is provided for an embodiment of the data processing method; Figure 3 Another schematic diagram of an operation page for displaying the identities of a plurality of customers is provided for an embodiment of the data processing method; Figure 4 Still another schematic diagram of an operation page for displaying the identities of a plurality of customers is provided for an embodiment of the data processing method; Figure 5 A schematic diagram of an operation page for displaying the first operation scheme corresponding to each target customer is provided for an embodiment of the data processing method; Figure 6 A schematic block diagram of a data processing apparatus is provided for an embodiment of the present application; Figure 7 A schematic block diagram of a structure of a terminal device is provided for an embodiment of the present application.
[0012] The implementation, functional features and advantages of the present application will be further described with reference to the embodiments and the accompanying drawings. DETAILED DESCRIPTION
[0013] The technical solutions in the embodiments of the present application will be described clearly and completely below with reference to the drawings in the embodiments of the present application. Obviously, the described embodiments are only some of the embodiments of the present application, rather than all the embodiments of the present application. Based on the embodiments in the present application, all other embodiments obtained by those of ordinary skill in the art without creative work fall within the protection scope of the present application.
[0014] The flowchart shown in the drawings is only an example and does not necessarily include all the contents and operations / steps, nor does it necessarily be executed in the described order. For example, some operations / steps can be decomposed, combined or partially merged, so that the actual execution order can be changed according to the actual situation.
[0015] The embodiments of the present application provide a data processing method, apparatus, device and storage medium. The data processing method can be applied to a terminal device, which can be an electronic device such as a mobile phone, a tablet computer, a notebook computer, a desktop computer, a personal digital assistant and a wearable device.
[0016] Some embodiments of the present application will be described in detail below with reference to the accompanying drawings. In the case of no conflict, the embodiments described below and the features in the embodiments can be combined with each other.
[0017] Please refer to Figure 1 , Figure 1 A schematic diagram of a step flow of a data processing method is provided for an embodiment of the present application.
[0018] As Figure 1As shown, the data processing method comprises steps S101 to S105.
[0019] Step S101, in response to detecting that the business personnel enters a preset business page, obtaining a plurality of customers to be operated by the business personnel, and displaying the identities of the plurality of customers on the business page.
[0020] The business personnel can be a manager of a customer involved in any business, such as an insurance agent, a financial consultant, a health manager, a medical consultant, etc.
[0021] The preset business page can be a system interface used by the business personnel to manage customers, view customer information, configure marketing activities, and operate service records, such as a CRM system page of a financial insurance company, a customer service portal of a health management platform, etc.
[0022] The customers to be operated can be customers meeting specific conditions selected according to certain customer information, such as potential customers, intended customers, and high-value customers selected according to the purchase history, risk preference, and economic status of the customers, etc. Specifically, the number of customers to be operated can be a default setting, or can be set according to the work load of the business personnel and the complexity of the customers, or can be set by the business personnel according to their own needs.
[0023] The identity of the customer is used to quickly identify and distinguish the customer on the business page. The identity can be any one or more of the customer's name, customer number, avatar, level label, risk preference label, and business status identifier.
[0024] For example, Figure 2 The business page for displaying the identities of the plurality of customers provided by an embodiment of the data processing method is shown. As shown in Figure 2 As shown, 40 customers to be operated by the business personnel (not all shown in the figure) are displayed in the form of a list on an APP page for customer operation.
[0025] After detecting the entering action of the business personnel, through efficient processing of the customer association data to be interfaced by the business personnel and intuitive display of the data processing result on the business page, the business personnel can quickly view the identities of the customers to be operated through the business page to obtain the key information required for operating the customers, thereby effectively assisting to improve the intelligence and efficiency of the business personnel in operating the customers.
[0026] In an embodiment, the plurality of customers to be operated by the business personnel is obtained by: randomly selecting, according to a preset number and a preset proportion corresponding to each customer level, respectively, the customers to be connected of each customer level to obtain a plurality of candidate customers corresponding to each customer level; and taking the plurality of candidate customers corresponding to each customer level as the plurality of customers to be operated by the business personnel.
[0027] For example, it is assumed that the target of one stage or period of operating customers is to improve the intimacy with customers, and the customer levels include: stage one (stranger stage), stage two (familiar stage), and stage three (intimate stage). It is assumed that the number and proportion of customers corresponding to each customer level that the business personnel Zhang San needs to operate within the working days of this week are as follows: Stage one (stranger stage): 10 customers, accounting for 50%.
[0028] Stage two (familiar stage): 6 customers, accounting for 30%.
[0029] Stage three (intimate stage): 4 customers, accounting for 20%.
[0030] It should be noted that by intelligently randomly selecting customers of different customer levels according to the preset number and the preset proportion, it is ensured that customers of different customer levels can be appropriately paid attention to and operated, the fairness and efficiency of customer allocation are effectively improved, the business personnel can more targetedly operate customers, and thus the customer operation efficiency and effect are improved.
[0031] In an embodiment, the plurality of customers to be operated by the business personnel is obtained by: randomly selecting, according to a preset number corresponding to each customer level, respectively, the customers to be connected of each customer level to obtain a plurality of candidate customers corresponding to each customer level; and taking the plurality of candidate customers corresponding to each different customer level as the plurality of customers to be operated by the business personnel. It can be understood that in some cases, for example, in the case that the number of customers of each level in all customers to be connected of the business personnel is relatively uniform, or the customers have been pre-screened by other means to reach an ideal number or proportion, the plurality of candidate customers corresponding to each customer level can be directly and quickly screened according to the preset number corresponding to each customer level without the need for fine control by proportion allocation.
[0032] It should be noted that, in order to further ensure the privacy and security of the identification and other related information of the customers, the identification and other related information of the customers can also be stored in a node of a block chain, and the technical solution of the present application can also be applied to add other data files stored in the block chain. The block chain referred to in the present application is a new application mode of distributed data storage, point-to-point transmission, consensus mechanism, and encryption algorithm of computer technology.
[0033] Step S102: In response to the business personnel's selection of the identifier on the business page, at least one target customer is identified from multiple customers.
[0034] The selection operation can include adding, removing, etc.
[0035] Specifically, after detecting and confirming the addition and / or removal of tags by sales personnel on the business page, the remaining customers corresponding to the tags will be designated as the sales personnel's target customers.
[0036] For example, such as Figure 3 As shown, during the add operation, the salesperson selects the customer "Ms. B" and clicks the "Add to List" button to confirm the addition. It should be noted that all names appearing in any example in this application are fictitious and do not involve real people.
[0037] For example, such as Figure 4 As shown, during the removal process, the salesperson selects the customer "Ms. C" and clicks the "Remove from List" button to confirm the removal.
[0038] By having sales personnel select customers before finalizing the target customer list, the flexibility and autonomy of sales personnel in managing customers are enhanced.
[0039] Step S103: Based on the hierarchical data of each target customer, determine the first business plan corresponding to each target customer.
[0040] Among these, tiered data can be used to characterize a customer's value, potential, or needs. For example, tiered data can represent spending power; the higher the frequency and amount of a customer's product purchases, the higher their spending power level. Tiered data can also represent the degree of connection or intimacy between sales personnel and customers. For example, tiered data can represent intimacy; the higher the frequency or number of interactions between a customer and a salesperson, the higher their intimacy level. Specifically, tiered data can be expressed numerically or textually, such as tiers 1 to 5, stages one to five, and so on.
[0041] It is understandable that customers have different needs, and in order to improve the targeting of customer management, there are multiple primary management plans. These plans can be pre-set, and each plan has a mapping relationship with different levels of data. Therefore, once the target customer's level data is known, the corresponding management plan can be quickly and accurately matched based on that data.
[0042] For example, assume that the hierarchical data is used to represent the familiarity between a customer and a business staff, including five stages: stranger stage, acquaintance stage, familiar stage, close stage, and well-acquainted stage. The target customers in different stages correspond to different first business plans, and the first business plan is used to promote the familiarity with the target customer to the next stage.
[0043] As shown in Figure 5 the target customer "Mr. L" is currently in the third stage of the five stages, i.e., the familiar stage, and the first business plan corresponding to "Mr. L" includes daily interaction, product recommendation, and seeking offline meeting opportunities.
[0044] According to the hierarchical data of the target customer, the first business plan of the target customer is determined, which ensures that the business staff can quickly know the appropriate preliminary business strategy for the target customer, reduces the complexity and uncertainty of manual decision-making, and thus helps the business staff to promote the customer relationship in a targeted manner.
[0045] This not only improves the accuracy of customer management, but also helps the business staff to adopt different strategies at different stages of customer relationship, thereby effectively promoting the development of customer relationship to a higher stage and improving customer conversion rate, satisfaction, and long-term value.
[0046] In an embodiment, based on the hierarchical data of each target customer, the first business plan corresponding to each target customer is determined, including: obtaining the hierarchical data of each target customer, the hierarchical data including first-type hierarchical data, second-type hierarchical data, and third-type hierarchical data; if the hierarchical data of the target customer is the first-type hierarchical data, the first business plan of the target customer is determined to include operating the target customer in an indirect contact manner; if the hierarchical data of the target customer is the second-type hierarchical data, the first business plan of the target customer is determined to include operating the target customer in an indirect contact and direct contact manner; and if the hierarchical data of the target customer is the third-type hierarchical data, the first business plan of the target customer is determined to include operating the target customer in a direct contact and direct touch manner.
[0047] The indirect contact can be a way that the business personnel do not directly interact with the customer, but can still attract the customer's attention, increase brand exposure, or establish a preliminary relationship. For example, sharing personal updates, product introductions, work achievements, or company news on social media platforms, etc. Customers can indirectly obtain information by following social media accounts. Alternatively, the business personnel can post their daily life, work progress, industry insights, or new product recommendations on social media platforms. Direct contact refers to direct interaction between the business personnel and the customer, which can include telephone, email, messaging application, etc. Real-time communication methods, so as to obtain customer feedback faster and establish trust. Direct contact refers to face-to-face communication and interaction with the customer. Direct contact helps deepen the customer's trust and recognition of the brand, and is also conducive to achieving the goal of promoting product transactions.
[0048] It can be understood that by intelligently formulating different first business plans for different target customers, the customer relationship is promoted in stages, helping the business personnel to promote customer conversion and enhance loyalty in the process of operating customers.
[0049] In an embodiment, the data processing method further comprises: if the classification data of the target customer is the first type of classification data, determining the first business plan of the target customer to be that the number of indirect contacts with the customer within a set period of time reaches a first preset number; if the classification data of the target customer is the second type of classification data, determining the first business plan of the target customer to be that the total number of indirect contacts and direct contacts with the customer within a set period of time reaches a second preset number; or, if the classification data of the target customer is the second type of classification data, determining the first business plan of the target customer to be that the total number of indirect contacts and direct contacts with the customer within a set period of time reaches a third preset number, and the total duration of indirect contacts and direct contacts reaches a preset duration; if the classification data of the target customer is the third type of classification data, determining the first business plan of the target customer to be that the number of indirect contacts with the customer within a set period of time meets a fourth preset number, and the number of direct contacts with the target customer within a set period of time meets a fifth preset number.
[0050] For example, the classification data is used to represent the familiarity of the customer with the business personnel, including five stages: stranger stage, acquaintance stage, familiar stage, close stage, and mature stage. Among them, the stranger stage and the acquaintance stage are the first type of classification data, the familiar stage and the close stage are the second type of classification data, and the mature stage is the third type of classification data.
[0051] When the target customer is in the stranger stage or the acquaintance stage, the first business plan of the target customer is to reach 1 time of indirect contact with the customer within 15 days.
[0052] When the target customer is in the familiar stage or the intimate stage, the first business plan of the target customer is to reach 2 times of indirect contact and direct contact with the customer within 7 days.
[0053] When the target customer is in the incubation stage, the first business plan of the target customer is to reach 1 time of indirect contact with the customer within 30 days and 1 time of direct contact with the customer within 30 days.
[0054] By setting different business plans according to customer classification data, it is ensured that the customer can receive reasonable contact frequency and service mode in different stages in the process of operating the customer by the business personnel, which greatly assists the business personnel to improve the intelligentization and high efficiency of the process of operating the customer.
[0055] In step S104, the first business plan corresponding to each target customer is displayed on the business page, and the second business plan corresponding to each target customer is generated in response to the confirmation operation of the business personnel on the first business plan corresponding to each target customer.
[0056] The first business plan is a preliminary business plan formulated based on the classification data of the customer (such as the stranger stage, the familiar stage, etc.) and the set business target (such as the contact frequency, the time requirement, etc.), and the second business plan is a further business plan adjusted and optimized based on the first business plan according to the feedback, the progress or the specific needs of the customer after confirming the first business plan.
[0057] For example, assuming that the customer “Mr. G” is in the initial acquaintance stage, the first business plan of “Mr. G” is displayed on the business page, which is to make 1 time of indirect contact with the customer through social media within 15 days. The business personnel confirms that the first business plan is correct, and clicks the “confirm” button to indicate the agreement and continue to execute the plan. After the business personnel confirms, the system records the operation, and generates the second business plan corresponding to “Mr. G”, which is to share a circle of friends dynamic 1 time within 15 days, and the content of the dynamic is a product introduction.
[0058] It should be noted that by displaying and confirming the first business plan on the business page, the second business plan optimized is automatically generated, so that the business personnel can operate and manage the customer more flexibly and individually.
[0059] In an embodiment, in response to the confirmation operation of the business personnel on the first business plan corresponding to each target customer, the second business plan corresponding to each target customer is generated, including: modifying at least one first business plan based on the modification operation of the business personnel on the first business plan of at least one target customer; generating the second business plan corresponding to each target customer based on the confirmation operation of the business personnel on each first business plan. The modification operation includes at least one of the operations of deleting, adding and changing.
[0060] It can be understood that the introduction of the modification operation of the second business plan enables the business personnel to flexibly adjust the first business plan according to the actual situation of the business personnel or the customer, avoids the uniformization and modeling of the business plan, ensures that the plan matches the needs and feedback of the customer, and the business personnel is more suitable for the unique situation of each customer.
[0061] In an embodiment, the second business plan corresponding to each target customer is generated, including: obtaining a user label corresponding to each target customer; obtaining a plurality of business materials matched with each user label from a preset business material library; and modifying the first business plan corresponding to each target customer by using the plurality of business materials matched with each target customer to obtain the second business plan corresponding to each target customer.
[0062] The user label can be obtained based on the behavior, preference, purchase history and other data of the customer through a preset user portrait library, and is used to more accurately reflect the characteristics and needs of the customer, such as an interest label, a purchasing power label, a communication preference label, etc. The preset business material library can include various types of business materials, such as product introduction materials, preferential information, blessing template materials, etc. Specifically, for the interest label, the matched business material can be related product introduction and use case; for the purchasing power label, the matched business material can be discount or coupon, etc.
[0063] Through the user label of the customer, a business plan can be tailored for each customer, so that the second business plan is more suitable for the needs and interests of the customer, thereby greatly improving the accuracy of customer interaction and helping to improve customer satisfaction and participation.
[0064] Step S105, displaying the second business plan corresponding to each target customer on the business page.
[0065] For example, referring to Figure 4 , the first business plan corresponding to the target customer "Mr. L" includes: Daily interaction module: communication on topics related to the elderly, etc.
[0066] Recommended product module: invite the customer to receive free products, etc.
[0067] Offline meeting opportunity finding module: invite the customer to an offline life insurance hosting explanation, etc.
[0068] Specifically, the business personnel can directly send the corresponding information or invitation information to the target customer by clicking the "go to forward" button corresponding to each module.
[0069] The data processing method provided by the above embodiment can intelligently generate and display a first operation scheme of a customer, so that a business personnel can flexibly determine a target customer to be operated based on the first operation scheme, and flexibly and intelligently determine a corresponding second operation scheme based on the first operation scheme corresponding to the target customer, thereby assisting the business personnel to improve the intelligence and flexibility of the customer operation process.
[0070] Please refer to Figure 6 , Figure 6 The data processing device provided by the embodiment of the present application is shown in a schematic block diagram.
[0071] As Figure 6 shown, the data processing device 200 comprises: The customer obtaining module 201 is configured to, in response to detecting that a business personnel enters a preset operation page, obtain a plurality of customers to be operated by the business personnel, and display the identities of the plurality of customers on the operation page. The customer determining module 202 is configured to, in response to a selection operation of the business personnel on the identities on the operation page, determine at least one target customer from the plurality of customers. The scheme determining module 203 is configured to determine a first operation scheme corresponding to each target customer based on the hierarchical data of each target customer. The scheme generating module 204 is configured to display the first operation scheme corresponding to each target customer on the operation page, and in response to a confirmation operation of the business personnel on the first operation scheme corresponding to each target customer, generate a second operation scheme corresponding to each target customer. The scheme displaying module 205 is configured to display the second operation scheme corresponding to each target customer on the operation page.
[0072] In one embodiment, the customer obtaining module 201 is further configured to: According to a preset number and a preset proportion corresponding to each customer level, respectively, randomly select a plurality of candidate customers corresponding to each customer level from the customers to be connected; and take the plurality of candidate customers corresponding to each customer level as the plurality of customers to be operated by the business personnel.
[0073] In one embodiment, the customer obtaining module 201 is further configured to: According to a preset number corresponding to each customer level, respectively, randomly select a plurality of candidate customers corresponding to each customer level from the customers to be connected; and take the plurality of candidate customers corresponding to each customer level as the plurality of customers to be operated by the business personnel.
[0074] In one embodiment, the scheme determining module 203 is further configured to: Acquire tiered data for each target customer, including first-tier, second-tier, and third-tier tiered data. If the target customer's tiered data is first-tier, the first business plan for that target customer includes conducting business with the target customer through indirect contact. If the target customer's tiered data is second-tier, the first business plan for that target customer includes conducting business with the target customer through both indirect and direct contact. If the target customer's tiered data is third-tier, the first business plan for that target customer includes conducting business with the target customer through both direct contact and direct interaction.
[0075] In one embodiment, the scheme determination module 203 is further configured to: If the target customer's classification data is of the first category, then the first business plan for the target customer is to reach a first preset number of indirect contacts with the customer within a set period; if the target customer's classification data is of the second category, then the first business plan for the target customer is to reach a second preset number of total indirect and direct contacts with the customer within a set period; or, if the target customer's classification data is of the second category, then the first business plan for the target customer is to reach a third preset number of total indirect and direct contacts with the customer within a set period, and a preset duration of total indirect and direct contacts; if the target customer's classification data is of the third category, then the first business plan for the target customer is to reach a fourth preset number of indirect contacts with the customer within a set period, and a fifth preset number of direct contacts with the target customer within a set period.
[0076] In one embodiment, the solution generation module 204 is further configured to: Based on the modification operations of the business personnel on the first business plan for at least one target customer, at least one first business plan is modified; based on the confirmation operations of the business personnel on each first business plan, a second business plan corresponding to each target customer is generated.
[0077] In one embodiment, the solution generation module 204 is further configured to: Obtain user tags corresponding to each target customer; retrieve multiple business materials matching each user tag from a pre-set business material library; modify the first business plan corresponding to each target customer using the multiple business materials matching each target customer to obtain the second business plan corresponding to each target customer.
[0078] It should be noted that those skilled in the art will understand that, for the sake of convenience and brevity, the specific working processes of the above-described apparatus and its modules and units can be referred to the corresponding processes in the aforementioned data processing method embodiments, and will not be repeated here.
[0079] The apparatus provided in the above embodiments can be implemented as a computer program, which can be used in, for example... Figure 7 It runs on the terminal device shown.
[0080] Please see Figure 7 , Figure 7 This is a schematic block diagram of the structure of a terminal device provided in an embodiment of this application.
[0081] like Figure 7 As shown, the terminal device includes a processor, a memory, and a network interface connected via a system bus. The memory may include a storage medium and internal memory. The storage medium may be non-volatile or volatile.
[0082] The storage medium may store the operating system and computer programs. The computer programs include program instructions, which, when executed, cause the processor to perform any data processing method.
[0083] The processor provides computing and control capabilities to support the operation of the entire terminal device.
[0084] Internal memory provides an environment for the execution of computer programs stored in storage media. When these computer programs are executed by the processor, the processor can perform any data processing method.
[0085] This network interface is used for network communication, such as sending assigned tasks. Those skilled in the art will understand that... Figure 7 The structure shown is merely a block diagram of a portion of the structure related to the solution of this application and does not constitute a limitation on the terminal device to which the solution of this application is applied. A specific terminal device may include more or fewer components than those shown in the figure, or combine certain components, or have different component arrangements.
[0086] It should be understood that the processor can be a Central Processing Unit (CPU), but it can also be other general-purpose processors, digital signal processors (DSPs), application-specific integrated circuits (ASICs), field-programmable gate arrays (FPGAs), or other programmable logic devices, discrete gate or transistor logic devices, discrete hardware components, etc. Among these, a general-purpose processor can be a microprocessor or any conventional processor.
[0087] In one embodiment, the processor is configured to run a computer program stored in memory to perform the following steps: In response to the detection that a salesperson has entered a preset business page, the system retrieves multiple customers that the salesperson is trying to manage and displays the identifiers of these multiple customers on the business page. In response to the business personnel's selection of the icon on the business page, at least one target customer is identified from multiple customers; Based on the tiered data of each target customer, determine the first business plan for each target customer. The first business plan for each target customer is displayed on the business page. In response to the confirmation operation of the business personnel for the first business plan for each target customer, a second business plan for each target customer is generated. The second business plan corresponding to each target customer will be displayed on the business page.
[0088] In one embodiment, when the processor acquires multiple customers to be managed by the salesperson, it is used to: Based on the preset quantity and preset ratio corresponding to each of the multiple customer levels, customers to be connected with are randomly selected from each of the multiple customer levels to obtain multiple candidate customers corresponding to each customer level; the multiple candidate customers corresponding to each customer level are used as multiple customers to be managed by the sales personnel.
[0089] In one embodiment, when the processor acquires multiple customers to be managed by the salesperson, it is used to: Based on the preset number corresponding to each of the multiple customer levels, customers to be connected with are randomly selected from each of the multiple customer levels to obtain multiple candidate customers corresponding to each customer level; the multiple candidate customers corresponding to each different customer level are regarded as multiple customers to be managed by the business personnel.
[0090] In one embodiment, when the processor determines the first business plan corresponding to each target customer based on the hierarchical data of each target customer, it is configured to: Acquire tiered data for each target customer, including first-tier, second-tier, and third-tier tiered data. If the target customer's tiered data is first-tier, the first business plan for that target customer includes conducting business with the target customer through indirect contact. If the target customer's tiered data is second-tier, the first business plan for that target customer includes conducting business with the target customer through both indirect and direct contact. If the target customer's tiered data is third-tier, the first business plan for that target customer includes conducting business with the target customer through both direct contact and direct interaction.
[0091] In one embodiment, when the processor determines the first business plan corresponding to each target customer based on the hierarchical data of each target customer, it is also configured to: If the target customer's classification data is of the first category, then the first business plan for the target customer is to reach a first preset number of indirect contacts with the customer within a set period; if the target customer's classification data is of the second category, then the first business plan for the target customer is to reach a second preset number of total indirect and direct contacts with the customer within a set period; or, if the target customer's classification data is of the second category, then the first business plan for the target customer is to reach a third preset number of total indirect and direct contacts with the customer within a set period, and a preset duration of total indirect and direct contacts; if the target customer's classification data is of the third category, then the first business plan for the target customer is to reach a fourth preset number of indirect contacts with the customer within a set period, and a fifth preset number of direct contacts with the target customer within a set period.
[0092] In one embodiment, when the processor generates a second business plan for each target customer in response to a business person's confirmation of the first business plan for each target customer, it is configured to: Based on the modification operations of the business personnel on the first business plan for at least one target customer, at least one first business plan is modified; based on the confirmation operations of the business personnel on each first business plan, a second business plan corresponding to each target customer is generated.
[0093] In one embodiment, when the processor generates a second business plan corresponding to each target customer, it is configured to: Obtain user tags corresponding to each target customer; retrieve multiple business materials matching each user tag from a pre-set business material library; modify the first business plan corresponding to each target customer using the multiple business materials matching each target customer to obtain the second business plan corresponding to each target customer.
[0094] It should be noted that those skilled in the art will understand that, for the sake of convenience and brevity, the specific working process of the terminal device described above can be referred to the corresponding process in the aforementioned data processing method embodiments, and will not be repeated here.
[0095] This application can be used in a wide variety of general-purpose or special-purpose computer system environments or configurations. Examples include: personal computers, server computers, handheld or portable devices, tablet devices, multiprocessor systems, microprocessor-based systems, set-top boxes, programmable consumer electronics, network PCs, minicomputers, mainframe computers, and distributed computing environments including any of the above systems or devices. This application can be described in the general context of computer-executable instructions executed by a computer, such as program modules. Generally, program modules include routines, programs, objects, components, data structures, etc., that perform specific tasks or implement specific abstract data types. This application can also be practiced in distributed computing environments where tasks are performed by remote processing devices connected via a communication network. In distributed computing environments, program modules can reside in local and remote computer storage media, including storage devices.
[0096] This application also provides a computer-readable storage medium storing a computer program, the computer program including program instructions, and the method implemented when the program instructions are executed can be referred to various embodiments of the data processing method of this application.
[0097] The computer-readable storage medium can be an internal storage unit of the terminal device described in the foregoing embodiments, such as the hard disk or memory of the terminal device. Alternatively, the computer-readable storage medium can be an external storage device of the terminal device, such as a plug-in hard disk, smart media card (SMC), secure digital card (SD), flash card, etc., provided on the terminal device.
[0098] Furthermore, the computer's usable storage medium may primarily include a stored program area and a stored data area. The stored program area may store the operating system, applications required for at least one function, etc.; the stored data area may store data created based on the use of blockchain nodes, etc. The blockchain referred to in this application is a novel application model of computer technologies such as distributed data storage, peer-to-peer transmission, consensus mechanisms, and encryption algorithms. A blockchain is essentially a decentralized database, a chain of data blocks linked using cryptographic methods. Each data block contains information about a batch of network transactions, used to verify the validity of the information (anti-counterfeiting) and generate the next block. A blockchain may include a blockchain underlying platform, a platform product service layer, and an application service layer, etc.
[0099] It should be understood that the terminology used in this specification is for the purpose of describing particular embodiments only and is not intended to limit the scope of the application. As used in this specification and the appended claims, the singular forms “a,” “an,” and “the” are intended to include the plural forms unless the context clearly indicates otherwise.
[0100] It should also be understood that the term "and / or" as used in this specification and the appended claims refers to any combination and all possible combinations of one or more of the associated listed items, and includes such combinations. It should be noted that, herein, the terms "comprising," "including," or any other variations thereof are intended to cover non-exclusive inclusion, such that a process, method, article, or system that comprises a list of elements includes not only those elements but also other elements not expressly listed, or elements inherent to such a process, method, article, or system. Without further limitation, an element defined by the phrase "comprising one..." does not exclude the presence of other identical elements in the process, method, article, or system that includes that element.
[0101] The sequence numbers of the embodiments in this application are for descriptive purposes only and do not represent the superiority or inferiority of the embodiments. The above descriptions are merely specific implementations of this application, but the scope of protection of this application is not limited thereto. Any person skilled in the art can easily conceive of various equivalent modifications or substitutions within the technical scope disclosed in this application, and these modifications or substitutions should all be covered within the scope of protection of this application. Therefore, the scope of protection of this application should be determined by the scope of the claims.
Claims
1. A data processing method, characterized in that, include: In response to detecting that a salesperson has entered a preset business page, the system retrieves multiple customers that the salesperson is to manage and displays the identifiers of the multiple customers on the business page. In response to the business personnel's selection of the identifier on the business page, at least one target customer is identified from the plurality of customers; Based on the hierarchical data of each target customer, a first business plan is determined for each target customer. The first business plan corresponding to each target customer is displayed on the business page. In response to the confirmation operation of the business personnel on the first business plan corresponding to each target customer, a second business plan corresponding to each target customer is generated. The second business plan corresponding to each of the target customers is displayed on the business page.
2. The data processing method as described in claim 1, characterized in that, The step of determining the first business plan corresponding to each target customer based on the hierarchical data of each target customer includes: Obtain the tiered data of each target customer, the tiered data including first-class tiered data, second-class tiered data and third-class tiered data; If the target customer's classification data is the first type of classification data, then the first business plan for the target customer includes operating the target customer through indirect contact. If the target customer's classification data is the second type of classification data, then the first business plan for the target customer is determined to include operating the target customer through indirect contact and direct contact. If the target customer's classification data is third-class classification data, then the first business plan for the target customer includes operating the target customer through direct contact and direct interaction.
3. The data processing method as described in claim 2, characterized in that, The method further includes: If the target customer's classification data is the first type of classification data, then the first business plan for the target customer is to reach a first preset number of indirect contacts with the customer within a set period. If the target customer's classification data is the second type of classification data, then the first business plan for the target customer is determined to be that the total number of indirect and direct contacts with the customer within a set period reaches a second preset number; or, if the target customer's classification data is the second type of classification data, then the first business plan for the target customer is determined to be that the total number of indirect and direct contacts with the customer within a set period reaches a third preset number, and the total duration of indirect and direct contacts reaches a preset duration. If the target customer's classification data is third-class classification data, then the first business plan for the target customer is determined to be that the number of indirect contacts with the customer within a set period meets the fourth preset number, and the number of direct contacts with the target customer within a set period meets the fifth preset number.
4. The data processing method as described in claim 1, characterized in that, The step of generating a second business plan for each target customer in response to the confirmation operation of the sales personnel for the first business plan corresponding to each target customer includes: Based on the modification operation of the business personnel on the first business plan of at least one of the target customers, at least one of the first business plans is modified; wherein, the modification operation includes at least one of deletion, addition and change. Based on the confirmation of each of the first business plans by the business personnel, a second business plan corresponding to each of the target customers is generated.
5. The data processing method as described in claim 1 or 4, characterized in that, The generation of the second business plan corresponding to each of the target customers includes: Obtain the user tags corresponding to each of the target customers; Retrieve multiple business materials that match each of the aforementioned user tags from a pre-set business material library; By using multiple business materials that match each of the target customers, the first business plan corresponding to each of the target customers is modified to obtain the second business plan corresponding to each of the target customers.
6. The data processing method according to any one of claims 1-4, characterized in that, The acquisition of multiple clients to be managed by the sales personnel includes: According to the preset number and preset ratio corresponding to each of the multiple customer levels, the customers to be connected for each of the multiple customer levels are randomly selected to obtain multiple candidate customers corresponding to the multiple customer levels. Multiple candidate customers corresponding to each of the aforementioned customer levels are designated as multiple customers to be managed by the business personnel.
7. The data processing method according to any one of claims 1-4, characterized in that, The acquisition of multiple clients to be managed by the sales personnel includes: According to the preset number corresponding to each of the multiple customer levels, the customers to be connected for each of the multiple customer levels are randomly selected to obtain multiple candidate customers corresponding to the multiple customer levels. The multiple candidate customers corresponding to each of the different customer levels are regarded as multiple customers to be managed by the business personnel.
8. A data processing apparatus, characterized in that, The data processing device includes: The customer acquisition module is used to, in response to detecting that a salesperson has entered a preset business page, acquire multiple customers that the salesperson is to manage, and display the identifiers of the multiple customers on the business page; A customer identification module is used to identify at least one target customer from the plurality of customers in response to the business personnel's selection of the identifier on the business page. The solution determination module is used to determine the first business plan corresponding to each of the target customers based on the hierarchical data of each target customer. The solution generation module is used to display a first business plan corresponding to each target customer on the business page, and generate a second business plan corresponding to each target customer in response to the confirmation operation of the business personnel on the first business plan corresponding to each target customer. The solution display module is used to display the second business plan corresponding to each of the target customers on the business page.
9. A terminal device, characterized in that, The terminal device includes a processor, a memory, and a computer program stored in the memory and executable by the processor, wherein when the computer program is executed by the processor, it implements the data processing method as described in any one of claims 1 to 7.
10. A computer-readable storage medium, characterized in that, The computer-readable storage medium stores a computer program, wherein when the computer program is executed by a processor, it implements the data processing method as described in any one of claims 1 to 7.