198 results about "Client relationship" patented technology

The invention provides a supply chain sales anomaly detection and root cause analysis system and method fused with a knowledge graph, and the system comprises a demand collection and preprocessing module which is used for connecting an order system, a supply chain system, a customer relationship management system and an external data source, and completing the data cleaning, entity analysis and feature extraction; the supply chain knowledge graph construction module is used for defining an entity type and a relationship type; the real-time anomaly detection module is used for accessing a sales index data stream, performing anomaly detection in combination with lightweight filtering and a graph neural network model, and calculating node and global anomaly scores; and the visual report generation module is used for automatically generating a visual report. According to the method, the dynamic supply chain knowledge graph is constructed, the graph neural network is applied, multi-source heterogeneous data is deeply fused, the complex dependency relationship between entities is effectively captured, the accuracy and timeliness of sales anomaly detection are remarkably improved, automatic positioning of abnormal root causes and evidence chain tracing are achieved, and the analysis efficiency is greatly improved.

The invention, which relates to the technical field of customer relationship management, discloses a multi-channel interactive customer relationship management system comprising a dynamic routing decision module, a multi-modal data fusion module and an intelligent feedback optimization module. The dynamic routing decision module evaluates channel load through a deep neural network, dynamically allocates client requests to an optimal node by utilizing reinforcement learning, and realizes load balancing and service continuity; the multi-modal data fusion module integrates text, voice and image data, constructs a space-time correlation graph, identifies a cross-channel behavior mode, and ensures data consistency through multi-dimensional verification; the intelligent feedback optimization module combines customer satisfaction evaluation and multi-modal sentiment analysis, optimizes a service strategy by using a genetic algorithm, and synchronizes the service strategy to a cross-channel knowledge graph to realize adaptive iteration; according to the method, the problems of unreasonable multi-channel load distribution, insufficient data fusion and consistency verification and inaccurate service strategy optimization are effectively solved, and the customer service quality and experience are improved.

The invention relates to the technical field of customer relationship management, in particular to an enterprise digital customer relationship management method and system. The method comprises the following steps: acquiring attribute data and behavior data of a target user; analyzing the attribute data and the behavior data, and generating a plurality of independent portrait modules; combining the independent portrait modules through a genetic algorithm, and generating an initial user portrait containing a multi-branch candidate label set; and real-time interaction data of the target user is obtained, pruning optimization is performed on the multi-branch candidate label set in the initial user portrait according to the real-time interaction data, and an accurate user portrait is obtained to perform customer relationship management. And more comprehensive analysis of user demands is facilitated, and personalized service and marketing strategies are formulated. By acquiring and analyzing the real-time interaction data, the initial user portrait is updated in time, no relevant labels are removed, the label most relevant to the latest behavior of the user is reserved, and the accuracy and timeliness of the accurate user portrait are improved.

The invention relates to the technical field of semantic label generation management, in particular to an enterprise-level customer data dynamic label management system which comprises an enterprise customer data storage unit, a knowledge fusion unit, a semantic analysis unit and a label generation application unit. The enterprise customer data storage unit obtains enterprise customer data and product related data and broadens data sources, the knowledge fusion unit carries out data standardization processing, entities and relationships are extracted by utilizing an advanced technology and are stored in a knowledge graph, and the semantic analysis unit selects samples by adopting stratified sampling and active learning, so that the data source is expanded. A plurality of technical means are combined to judge and process semantic drift, a deep learning model is optimized, a label generation application unit generates dynamic labels according to an optimization model, the dynamic labels are updated to an enterprise customer relationship management center in real time after clustering, screening and matching operation, real intentions of customers can be accurately obtained, accurate semantic labels can be generated, and the real intentions of the customers can be accurately analyzed. Enterprises are assisted to accurately serve customers, and the market competitiveness is improved.

The invention relates to the technical field of geographic information data, in particular to a GIS-based CRM customer ecosphere dynamic visual management system, which comprises the following steps: acquiring geographical location information, transaction data, customer relationship data and time sequence data of customers; constructing a customer ecosphere space model to analyze the geographic position information and the customer relationship data, obtaining space association strength and business association strength among customers, and generating a dynamic evolution matrix; performing real-time spatial clustering analysis on the transaction data, and identifying a client distribution hotspot area; based on the time sequence data and the geographic position information of the customer, constructing a customer space-time trajectory model, analyzing a space-time behavior pattern of the customer, and obtaining a space-time trajectory prediction result including a customer periodic behavior pattern and a space activity trend; and carrying out three-dimensional rendering on the spatial association strength, the business association strength, the customer distribution hotspot area and the spatio-temporal trajectory prediction result to obtain a three-dimensional visual interface.

A multi-tenant, cloud-based Software-as-a-Service (SaaS) manufacturing cloud system offers a variety of industrial applications to end customers, including but not limited to MES, ERP, quality management, supply chain management, and customer relationship management (CRM). The system includes extensibility tools that allows industrial customers to customize databases, data collection templates, reporting fields, and other features of their consumed services, eliminating the need for these features to be customized by an administrator of the cloud system. Some embodiments of the manufacturing cloud system can also leverage generative artificial intelligence (AI) in connection with executing its supported services.

The invention relates to the technical field of customer relationship management, and discloses an intelligent customer life cycle management SCRM system, which comprises a multi-source data acquisition and fusion engine; a dynamic customer portrait modeling engine; a customer life cycle state evaluation engine; a predictive intervention engine; an intelligent strategy decision engine; a task distribution and execution engine; and a feedback closed loop and learning engine. According to the intelligent customer life cycle management SCRM system and method, by setting a multi-modal decision engine, taking a customer state as input, learning an optimal strategy of maximizing a long term value (LTV) through a DQN / PPO algorithm, when a customer is in a high loss risk state, triggering an exclusive retention scheme for the customer, and generating a strategy according to a comprehensive conversion rate, cost and satisfaction target, so that the customer life cycle management is realized. Moreover, the personalized content template can be automatically generated, the optimal information channel is accurately sent to different clients, personalized matching is carried out for the clients, and the loss rate of the clients is reduced.

The invention provides a customer relationship information storage and retrieval method and system based on bidirectional graph cache, and the method comprises the steps: constructing a double-layer cache architecture based on graph structure perception, fusing the structural features of a bidirectional graph into a cache strategy, and replacing traditional key value pair cache with sub-graph level cache; constructing a self-adaptive bidirectional atlas index; constructing a distributed consistency collaborative maintenance mechanism based on the graph change transaction log; receiving an operation request of client instance information on the business capability layer, and judging an instance operation type; adding, deleting, modifying and checking the client instance information through the instance object management API in the process data management layer; client instance information changes are recorded through the cache transaction container; and the operation result is persisted to a database. According to the invention, the rapid response client query and order real-time calculation capabilities are greatly improved, the final user experience is greatly improved, the multi-stage service scenes are supported to operate the client relationship data at the same time, and the flexibility and efficiency of service processing are improved.

Computerized methods and systems analyze, using one or more natural language processing algorithms, at least one source of data that is representative of an interaction between a first party and a second party to extract from the at least one source of data, information that is descriptive of at least part of the interaction. The computerized methods and systems upload information derived from the extracted information to a data management system that manages data associated with the first party.

The invention relates to the technical field of knowledge graph construction, in particular to an intelligent customer relationship knowledge graph construction method, which comprises the following steps of: firstly, acquiring customer data from a multi-source data source; preprocessing the collected data, and protecting sensitive information by adopting a differential privacy technology; defining a mode of a knowledge graph, identifying an entity by adopting a BERT model, extracting a cross-domain relationship in combination with a graph neural network, and constructing a preliminary customer relationship knowledge graph; designing an incremental updating algorithm, and updating the knowledge graph in real time or regularly; based on the constructed customer relationship knowledge graph, a Cypher query language and a graph algorithm are applied to mine customer relationships; performing deep mining on the customer relationship by using a graph algorithm, and identifying key customers, potential customer groups and association relationships among the customers; in this way, the technical problems that in the prior art, when the knowledge graph is constructed, the data processing efficiency is low, relation extraction is inaccurate, and the knowledge graph is not updated in time are solved.

The invention relates to the field of customer relationship management (CRM), in particular to a business recommendation method and system based on a CRM customer portrait, and the method comprises the steps: inputting the key information and behavior data of a customer into a pre-established CRM customer portrait for matching when a server side receives an access request from a client, and obtaining the grouping information of the customer; and performing upper-layer application management on the customer grouping information, formulating a targeted strategy according to characteristics of different customer grouping information, pushing corresponding target customers to related sales personnel, determining demands and value degrees of the target customers, and formulating a personalized business recommendation scheme. Therefore, the problem that content cannot be screened and recommended according to user requirements in the prior art is solved, accurate grouping of users is achieved by deeply mining user portraits in a CRM system, deep association with the system is established on the basis, the response rate and satisfaction of clients are improved through an accurate pushing and follow-up mechanism of a foreground, and the user experience is improved. And the continuous growth of businesses is promoted.

Automatic analyses of customer-agent interactions provide valuable, actionable feedback for managers, agents, and customers. To provide such analyses, methods for recording and analysis of customer-agent interactions using a customer relationship management (CRM) system are disclosed. A recorder application records the customer-agent interaction, and sensitive information may be identified. Sensitive portions of the recording may then be redacted and removed from the recording. The redacted recording is then analyzed to generate useful summary and analytics information.

The invention relates to the technical field of customer relationship management, and discloses an information data analysis method and system based on CRM. An information data analysis method based on CRM comprises the following steps: S1, collecting user original information data based on CRM, and screening out target users with loss risks according to the user original information data; s2, extracting customer loss risk features from the original information data of the target users, importing the customer loss risk features into the trained risk assessment calculation model, and outputting results to indicate loss risk levels of the target users; and S3, generating a reservation scheme according to the loss risk level of the target user and the corresponding original information data, and outputting the reservation scheme to the corresponding target user. According to the invention, grading intervention is carried out on the target users based on different risk grades, a uniform retention strategy is prevented from being adopted for all users, and the retention rate of clients is improved.

The invention discloses a customer information updating and management method and system based on big data, and relates to the technical field of big data and customer relationship management. Comprising the following steps: firstly, collecting multi-source customer data and constructing a multi-dimensional time sequence characteristic panel; then, through sharing an integrated model of a bottom layer, synchronously predicting a dynamic life cycle value and a continuous loss risk probability of the customer; the network influence weight of the customer is quantified by using an influence penetration model and Monte Carlo simulation; further, fusing the three dimensions, and generating a resource allocation coefficient through a multi-objective optimization function based on a customer type dynamic configuration weight; and finally, automatically updating the customer label based on the coefficient, and combining atomic operations through a strategy arrangement engine to form personalized strategy workflow execution and closed-loop optimization. According to the method, the problems of static isolation and strategy lag of traditional customer information management are solved, and accurate insight of customer values and dynamic intelligent distribution of management resources are realized.

A multi-tenant, cloud-based Software-as-a-Service (SaaS) manufacturing cloud system offers a variety of industrial applications to end customers, including but not limited to MES, ERP, quality management, supply chain management, and customer relationship management (CRM). The system includes extensibility tools that allows industrial customers to customize databases, data collection templates, reporting fields, and other features of their consumed services, eliminating the need for these features to be customized by an administrator of the cloud system. Some embodiments of the manufacturing cloud system can also leverage generative artificial intelligence (AI) in connection with executing its supported services.

A multi-tenant, cloud-based Software-as-a-Service (SaaS) manufacturing cloud system offers a variety of industrial applications to end customers, including but not limited to MES, ERP, quality management, supply chain management, and customer relationship management (CRM). The system includes extensibility tools that allows industrial customers to customize databases, data collection templates, reporting fields, and other features of their consumed services, eliminating the need for these features to be customized by an administrator of the cloud system. Some embodiments of the manufacturing cloud system can also leverage generative artificial intelligence (AI) in connection with executing its supported services.

The invention relates to the technical field of intelligent sales, and provides an intelligent sales process optimization method and system integrated with customer relationship management, in the aspect of data processing, a multi-source data acquisition and integration module breaks through the limitation of data acquisition, data can be acquired from multiple channels and effectively cleaned and integrated, and compared with a traditional single data source, the data processing efficiency is greatly improved. A more comprehensive and accurate data basis is provided for subsequent analysis; the intelligent sales prediction model construction and optimization module adopts a hybrid prediction model and a real-time update optimization mechanism, is more accurate than a traditional prediction model and can adapt to market changes in time, and the ability of enterprises to grasp sales trends is improved; the sales decision support and feedback module provides a scientific basis for sales decision by means of various optimization algorithms, and is more reasonable than artificial experience decision; and a feedback mechanism can reuse actual sales and promotion feedback for model training to form a closed-loop optimization system, so that the efficiency and benefits of the sales process are continuously improved, and the competitiveness of enterprises in the market is enhanced.

The invention relates to the technical field of customer management, in particular to an intelligent customer relationship management system based on multi-modal data fusion, and the system comprises a multi-modal data acquisition module which is used for extracting a semantic contradiction index, a service request frequency change rate and a historical performance quality score of a text work order of a voice conversation from a customer interaction log; the state vector generation module is used for generating customer relationship state vectors based on health degree scores; the customer relationship network topology construction module is used for constructing a causal association edge of'customer-service defect-relationship attenuation 'based on the customer relationship state vector, outputting a customer relationship network topology structure with an interpretable path, and forming a relationship maintenance knowledge graph; and a self-adaptive relation repair strategy generation module. According to the invention, through identification of the high-weight relation attenuation path, key nodes and paths of customer relation degradation can be positioned.

The invention discloses a multi-platform customer information integration and unified management method and system, and relates to the technical field of customer relationship management, and the method comprises the steps: dynamically accessing multi-platform data through a distributed API gateway, and uniformly converting the multi-platform data into an Avro format data stream through a lightweight container; the method comprises the following steps: processing a data stream by adopting a three-stage cleaning assembly line, extracting multi-modal features in combination with a BERT micro model and a pruned MobileNetV3, and fusing the multi-modal features into 384-dimensional feature vectors according to a weight matrix; dynamically constructing a Transform-XL skeleton network based on the feature flow, and optimizing the model in real time through knowledge distillation and reinforcement learning regulators; constructing a customer portrait version tree by using a dual-channel full-connection layer to realize millisecond-level emergency update; personalized services are generated based on a multi-arm bandit algorithm, feedback is collected, and closed-loop optimization is completed through a preference offset degree driving model scalpel mechanism. According to the method, the problems of real-time fusion of multi-source heterogeneous data, dynamic portrait updating and model adaptive adjustment are solved.

Example solutions for reducing the likelihood of hallucinations by large language models (LLMs) and improving the relevance of generated text are disclosed. A set of multiple of machine learning (ML) models, each custom-trained to identify a different specific topic within text, dynamically generate multiple topic-specific prompts from a received email in an email thread. A user, responding to the prompts, produces material that is used in conjunction with customer relations management (CRM) data and enterprise suite data (e.g., calendar / schedule information) to dynamically generate an LLM prompt. An LLM, using the prompt, generates output text suitable for a business correspondence, such as a reply email, to the sender of the email. The combination of the responses to the multiple topic-specific prompts and the CRM and enterprise suite data in the LLM prompt both ensures relevance of the reply correspondence and minimizes the risk of hallucinations.

The invention discloses a control method and device of a customer relationship management system and a storage medium, and belongs to the technical field of management systems. The method comprises the steps of generating an association problem set according to service scene information of at least one predefined service scene, constructing graph structure data based on the association problem set, forming a domain knowledge graph, distributing priority weights for conflict problems in the domain knowledge graph, and integrating the domain knowledge graph into an intention recognition module, and in response to a target service scene triggered by a user, outputting at least one guide problem matched with the target service scene through an intention recognition module on the basis of the domain knowledge graph and the priority weight. According to weight distribution and a context association mechanism of the knowledge graph, the accuracy of a recommendation system in a complex service scene is improved.

The invention provides a container operational lease customer relationship management method and system. The method comprises the following steps: creating a table structure with relevance according to business requirements; creating clues according to the potential customer information obtained by each channel, and performing clue management and conversion; converting the effective clues or manually creating a new customer, and performing new customer approval and customer relationship maintenance; creating contact persons according to the obtained customer contact person information, and performing customer contact person relationship maintenance; creating business opportunities according to offline collected box renting demands of customers, and performing business opportunity conversion process follow-up, including demand confirmation, scheme quotation, contract creation, order winning and order losing; and creating a contract according to contract terms generated in the business opportunity scheme quotation stage, and initiating contract approval and approval process follow-up. Through collection of multi-channel clue resources, establishment of complete customer insight, improvement of information sharing and establishment of a sales process funnel, effective management of a business opportunity conversion process is realized, and the overall process efficiency of customer signing is improved.

The invention discloses an intelligent system for customer service quality inspection based on multi-source data, and particularly relates to the technical field of customer service quality inspection. The method comprises the following steps: acquiring session texts generated in a customer service process and associated product purchase and consumption data in a customer account in real time, and performing cleaning and standardization processing; a large-model automatic marking algorithm is constructed to carry out category marking on customer problems, and recognition of problem backgrounds and customer appeals is realized through context correlation analysis; performing double evaluation on customer attitude and customer service quality by using an emotion analysis model and a customer service verbal skill analysis model; and generating a comprehensive evaluation result of the overall quality of the customer service through fusion analysis, finally predicting a customer conversion rate and a contract extension rate based on the overall quality evaluation result, and generating a targeted customer service optimization strategy, thereby realizing accurate evaluation of the customer service quality and intelligent management of the customer relationship.

The invention discloses a product recommendation method and device, computer equipment and a storage medium, belongs to the technical field of artificial intelligence, and is applied to recommendation of insurance products or medical products. According to the method, the natural language processing technology and the pre-training language model are utilized, key intentions such as user input, recognition budget, guarantee object and insurance amount are accurately analyzed, and user requirements in multiple rounds of conversations are dynamically updated. And on the basis of the updated intention set, candidate products are screened by adopting a collaborative filtering algorithm, weighted sorting is performed in combination with service rules and user preferences, and accurate product priority recommendation is realized. And finally, through double filtering of budget and guarantee demands, it is ensured that the recommended insurance product not only meets the economic ability of the user, but also meets the risk guarantee demand, so that the recommendation individuation and accuracy are remarkably improved, the user experience is optimized, and insurance sales and customer relationship management are promoted.

A system may include a data classification module configured to classify data into classified data based on predefined sensitivity levels and regulatory compliance requirements. A system may include an access control module configured to manage permissions for different user roles within an enterprise, granting access to the classified data in accordance with the sensitivity levels and regulatory compliance requirements. A system may include a data formatting module configured to format classified data into formatted data with customized presentations for various enterprise departments. A system may include an integration module configured to interface with at least one of an Enterprise Resource Planning (ERP) system or a Customer Relationship Management (CRM) system to retrieve and classify the data. A system may include a user interface module configured to present the formatted data within the host application, providing a seamless user experience for accessing the embedded marketplace.

A system for analyzing sports science data with integrated financial management, consisting of: a data acquisition module configured to ingest heterogeneous data streams from multiple sources, including digital advertising platforms, customer relationship management systems, ticket databases, sponsorship activation protocols, broadcast audience statistics, and point-of-sale systems for goods; a telemetry harmonization processing unit configured to encode temporal, categorical, and numerical marketing and engagement signals into structured tensors, correcting inconsistencies in sampling frequency and missing values; an attribution modeling processor comprising a neural sequence encoder selected from a bidirectional long-term-short-term memory network or a transformer-based attention model, coupled with a causal inference submodule that generates attribution scores by unraveling overlapping influences of concurrent marketing campaigns; an explainability controller configured to generate interpretable attribution outputs by applying Shapley value decomposition, local surrogate model explanations, counterfactual simulation, and temporal sensitivity analysis, with the outputs visualized for end users in real time; a financial simulation engine that is operationally coupled with the attribution modeling processor and configured to translate incremental marketing contribution signals into structured financial reports, including profit and loss statements, balance sheets, and cash flow forecasts, using stochastic financial models to predict key indicators under variable marketing scenarios; a secure audit logging module that includes a blockchain anchoring layer configured to record allocation decisions, explainability results, and financial simulation results in tamper-proof records to ensure traceability and compliance; and a machine interface device consisting of a processing unit, a storage unit, a visualization subsystem and an interaction console, displaying mapping, explainability and financial simulation results on interactive dashboards.

The invention provides a business decision-making method and device, equipment, a medium and a program product, relates to the technical field of artificial intelligence, and can solve the problem that accurate business decision-making results cannot be made for different customer groups. According to the specific technical scheme, N first group feature vectors are determined based on to-be-processed customer data of multiple customers, and the N first group feature vectors comprise a customer credit evaluation feature vector, a customer relationship feature vector, a business processing feature vector and other business factor feature vectors; based on M preset classification rules and the N first group feature vectors, dividing the to-be-processed customer data into M first customer group data sets; and for each first customer group data set, processing the first customer group data set by adopting the decision tree model of the business scene corresponding to the first customer group data set to obtain a business decision result of the customer corresponding to the first customer group data set. The method is used for making accurate business decision results for different customer groups.

The invention provides an intelligent customer relationship management system for a bid invitation agency. According to the invention, a customer scoring function of automatic customer scoring according with business conditions is provided. Through docking with a third-party platform, client cooperation data is obtained, a client scoring method conforming to a bid invitation agency is formulated in combination with business conditions, and a client value score is generated. And the bid invitation agency is helped to better understand and manage the customer relationship. The invention provides a comprehensive and efficient customer relationship management solution to adapt to unique requirements of the bid invitation agent industry. According to the method, client information, client business cooperation conditions, client risk check data and a client comprehensive scoring method are integrated, so that a bid invitation agency is helped to better manage the client information, the client management efficiency of the bid invitation agency can be remarkably improved, various data of clients can be comprehensively, efficiently and truly mastered, and the user experience is improved. And the customer service efficiency and quality are improved.

1. Name of the product in this design: Graphical User Interface for Quotation Management in a Customer Relationship System for Electronic Devices. 2. Intended use of this design: for use in an electronic device. 3. The key design features of this product are its graphical user interface content. 4. The image or photo that best illustrates the design points: Interface change state diagram 1. 5. Purpose of the graphical user interface: This graphical user interface is used for quotation management in the customer relationship system. The main view is the clue details interface. In the main view, when the user clicks the "Can Quote" button, a quotation is automatically generated and linked to the lead information, entering the interface change state diagram 1, which displays the quotation generation interface. In Interface Change State Diagram 1, when a user clicks on the quotation data under the "Quotation" column, they enter Interface Change State Diagram 2, which displays the quotation interface. In Interface Change State Diagram 2, the user clicks the "Edit" button in the upper right corner to enter Interface Change State Diagram 3, which displays the quotation editing interface. In the interface change state diagram 3, the user fills in the relevant information and clicks the "Save" button in the upper right corner to enter the interface change state diagram 4, which displays the process initiation pop-up interface. In the interface change state diagram 4, the user clicks the "OK" button to enter the interface change state diagram 5, which displays the approval interface. In the interface change state diagram 5, the user clicks the "Approved" button in the upper right corner to enter the interface change state diagram 6, which displays the approval approved interface.

Automatic analyses of customer-agent interactions provide valuable, actionable feedback for managers, agents, and customers. To provide such analyses, methods for recording and analysis of customer-agent interactions using a customer relationship management (CRM) system are disclosed. A recorder application records the customer-agent interaction, and sensitive information may be identified. Sensitive portions of the recording may then be redacted and removed from the recording. The redacted recording is then analyzed to generate useful summary and analytics information.