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CN109919629A - A kind of CRM system and method - Google Patents

A kind of CRM system and method Download PDF

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Publication number
CN109919629A
CN109919629A CN201711329608.9A CN201711329608A CN109919629A CN 109919629 A CN109919629 A CN 109919629A CN 201711329608 A CN201711329608 A CN 201711329608A CN 109919629 A CN109919629 A CN 109919629A
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China
Prior art keywords
information
client
sales force
module
customer
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Pending
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CN201711329608.9A
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Chinese (zh)
Inventor
向伟
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Shenzhen Yu Xuan Network Technology Co Ltd
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Shenzhen Yu Xuan Network Technology Co Ltd
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Priority to CN201711329608.9A priority Critical patent/CN109919629A/en
Publication of CN109919629A publication Critical patent/CN109919629A/en
Pending legal-status Critical Current

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  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)
  • Information Transfer Between Computers (AREA)

Abstract

The present invention relates to a kind of CRM system and methods, wherein CRM system, comprising: information acquisition module collects customer information for recording client in the behavior of browser;Information correlation analysis module, for the customer information being collected into be carried out global analysis, correlation analysis;Information distributes reminding module, for distributing information and sales force's follow-up being reminded to handle;Information generating module, for generating information chart.The present invention facilitates sales force and understands and follow up client, holds client, analyzes the hobby of similar client, and focus quickly understands customer demand, provides solution and suggestion;So that the communication between sales force and client is more smooth, customer information is more complete, and sales force can preferably hold client;Sales force by original inefficient Human To Human's interaction, is changed into through system interaction, improves work efficiency each other.

Description

A kind of CRM system and method
Technical field
The present invention relates to field of client relation management, more specifically refer to a kind of CRM system and method.
Background technique
With flourishing for internet, more and more companies are handled official business using internet, still, are had the following problems; 1, company sales force communicates with client inefficient, and sale and sale cooperation efficiency are low;2, it sells and is handed over the history of client Streaming data information does not record, and can not inquire;3, when following up a new client, to the hobby of client, focus etc. does not have for sale There is the understanding of an entirety, so as to cause the loss of new client.
Summary of the invention
It is an object of the invention to overcome the deficiencies of existing technologies, a kind of CRM system and method are provided.
To achieve the above object, the invention adopts the following technical scheme:
A kind of CRM system, comprising:
Information acquisition module collects customer information for recording client in the behavior of browser;
The information correlation analysis module being connect with the information acquisition module, it is whole for carrying out the customer information being collected into Body analysis, correlation analysis;
The information distribution reminding module being connect with the information correlation analysis module, for distributing information and reminding sale Personnel's follow-up processing;
The information generating module being connect with the information correlation analysis module, for generating information chart.
Its further technical solution are as follows: the information acquisition module, for client's progress in browser Website login Record records the product of its browsing, the product information in the number and frequency and shopping cart of browsing, and is collected.
Its further technical solution are as follows: the correlation analysis is for analyzing client of the same trade to the need of different product type It asks.
Its further technical solution are as follows: the information distributes reminding module, for distributing information, reminding sales force's follow-up Processing, sales force understand all latest tendencies of the clients of itself all follow-up in the information for obtaining client from the background, in real time with Into client, customer demand is understood.
Its further technical solution are as follows: the information generating module generates hum pattern using js plug-in unit by the data of analysis Table, intuitive exhibiting data information.
Its further technical solution are as follows: the information chart includes histogram, line chart and cake chart.
Client relation management method includes the following steps;
Step 1, client browse web sites, and place an order or online inquiry, on-line consulting;
Step 2 analyzes customer information from the background according to the behavior of client, and sends information to sales force;
Step 3, sales force based on the analysis results, recommend solution online, and generation can use price list, list inventory Product;
Step 4, client click price list, generate order, payment purchase.
Its further technical solution are as follows: the step 2 further includes the following contents;Sales force mends customer information It fills, label is marked to client, grouping management scans for information, filters out the information of relative clients, analyzes visitor with this Family.
Its further technical solution are as follows: the step 3 further includes the following contents;Administrator issues company in system Relevant information and policy, relevant information are directly associated with the label of client, and sales force can be visually seen publication letter from the background Breath and associated client inform perhaps product in interested to client with this in time.
Its further technical solution are as follows: further include the following contents;System foreground utilizes ajax and cookie technology, in client When accession page, submission data to server, server process filters information, mysql database is then stored to, in sales force Background page server take out mysql data, calculate the result datas of needs using the algorithm that php is set, then will count According to browser is returned, it is depicted as corresponding chart using js plug-in unit, shows sales force.
Compared with the prior art, the invention has the advantages that: it facilitates sales force and understands and follow up client, hold visitor Family, analyzes the hobby of similar client, and focus quickly understands customer demand, provides solution and suggestion;So that sales force Communication between client is more smooth, and customer information is more complete, and sales force can preferably hold client;Sales force Each other by original inefficient Human To Human's interaction, it is changed into through system interaction, improves work efficiency.
The invention will be further described in the following with reference to the drawings and specific embodiments.
Detailed description of the invention
Fig. 1 is a kind of circuit block diagram of CRM system;
Fig. 2 is the flow chart of client relation management method;
Fig. 3 is the schematic illustration of CRM system.
10 information acquisition module, 20 information correlation analysis module
30 information distribute 40 information generating module of reminding module
Specific embodiment
In order to more fully understand technology contents of the invention, combined with specific embodiments below to technical solution of the present invention into One step introduction and explanation, but not limited to this.
If Fig. 1 is to specific embodiment shown in Fig. 3, as shown in Figure 1, the invention discloses a kind of customer relation management systems System, comprising:
Information acquisition module 10 collects customer information for recording client in the behavior of browser;
The information correlation analysis module 20 being connect with information acquisition module 10, it is whole for carrying out the customer information being collected into Body analysis, correlation analysis;
The information distribution reminding module 30 being connect with information correlation analysis module 20, for distributing information and reminding sale Personnel's follow-up processing;
The information generating module 40 being connect with information correlation analysis module 20, for generating information chart.
Wherein, information acquisition module 10 record its browsing for recording to the client in browser Website login Product, the product information in the number and frequency and shopping cart of browsing, and be collected.
Further, correlation analysis is for analyzing demand of the client of the same trade to different product type.
Wherein, information distributes reminding module 30, and for distributing information, reminding sales force's follow-up processing, sales force exists Backstage obtains the information of client, understands all latest tendencies of the client of itself all follow-up, follow up client in real time, understands client Demand.
Wherein, information generating module 40 generate information chart, intuitive display data using js plug-in unit by the data of analysis Information.
Further, information chart includes histogram, line chart and cake chart etc..
The CRM system is uploaded, is summarized by the record to customer information, is classified, it is clear it is succinct will be objective The information at family shows the sales force for this client that follows up.
As shown in Fig. 2, including the following steps the invention also discloses a kind of client relation management method;
Step 1, client browse web sites, and place an order or online inquiry, on-line consulting;
Step 2 analyzes customer information from the background according to the behavior of client, and sends information to sales force;
Step 3, sales force based on the analysis results, recommend solution online, and generation can use price list, list inventory Product;
Step 4, client click price list, generate order, payment purchase.
It wherein, further include the following contents in step 2;Sales force supplements customer information, marks and marks to client Label, grouping management scans for information, filter out the information of relative clients, analyzes client with this.
Further, system has recorded client in all historical informations of web site activity, and by these information taxonomic revisions It shows in the backstage of sales force, such as History Order list, quotation, shopping cart etc..
Wherein, step 3 further includes the following contents;Administrator issues the relevant information and policy of company, phase in system Information to be closed directly to be associated with the label of client, sales force can be visually seen release information and associated client from the background, Inform perhaps product in interested to client in time with this.
Further, system manager can issue the relevant information and policy of company, such as product price reduction, the U.S. increase Inventory etc..These information can be directly associated with the label of client, the relevant informations such as country.The backstage of sales force is intuitively shown These administrators release news and the client of oneself that is related to, with this can inform in time client may it is interested in perhaps Product.
Wherein, in step 4, the inquiry of client is recorded, is offered to client, generates order to the backstage of client, client can Directly order to be submitted to pay a bill, eliminates and select the cumbersome processes such as product consideration scheme.
It wherein, further include the following contents;System foreground is mentioned using ajax and cookie technology in client's accession page Intersection number filters information, is then stored to mysql database according to server, server process is arrived, and takes in the background page of sales force Business device takes out mysql data, and the result data of needs is calculated using the algorithm that php is set, data are then returned to browser, It is depicted as corresponding chart using js plug-in unit, shows sales force.
Further, system improves the cooperation efficiency between sales force, sales force can mark distribution client to The assistant's follow-up of oneself, such assistant can be on his backstages according to the customer information of record, and quickly upper hand, does not need to sell Hand over detail;Sales force can also issue some items to oneself assistant, and assistant can be to be processed according to item Time and urgency level arrange to handle.
It is as shown in Figure 3, the schematic illustration of CRM system, including bottom column, workbench, system customer service, CRM statistical management, my client, resource-sharing and the big column of client's details seven;Wherein, bottom column includes client's notice, product Application management, enquirement and suggestion;Workbench include order follow-up, inquiry follow-up, task, client's notice, client after sale, client it is clear Look at dynamic and consumer product dynamic;System customer service is used using question and answer, page suggestion box and function and is said including sale notice, CRM It is bright;CRM statistical management includes business statistics center and Service Management Center;My client includes all clients, and to client into A-F grades of row classifications;Resource-sharing includes file-sharing, order information is retained and weight table;Client's details include customer data, ask Disk and quotation, task record, client's notice, History Order, historical viewings record, client after sale, client's statistics, product recommendations, Consumer product and Client document.
In conclusion the present invention facilitates, sales force understands and follow-up client, assurance client analyze the love similar to client Good, focus quickly understands customer demand, provides solution and suggestion;So that the communication between sales force and client is more Add smooth, customer information is more complete, and sales force can preferably hold client;Sales force is each other by original inefficient people To people's interaction, it is changed into through system interaction, improves work efficiency.
It is above-mentioned that technology contents of the invention are only further illustrated with embodiment, in order to which reader is easier to understand, but not It represents embodiments of the present invention and is only limitted to this, any technology done according to the present invention extends or recreation, by of the invention Protection.Protection scope of the present invention is subject to claims.

Claims (10)

1. a kind of CRM system characterized by comprising
Information acquisition module collects customer information for recording client in the behavior of browser;
The information correlation analysis module being connect with the information acquisition module, for the customer information being collected into be carried out whole point Analysis, correlation analysis;
The information distribution reminding module being connect with the information correlation analysis module, for distributing information and reminding sales force Follow-up processing;
The information generating module being connect with the information correlation analysis module, for generating information chart.
2. a kind of CRM system according to claim 1, which is characterized in that the information acquisition module is used It is recorded in the client in browser Website login, records the product of its browsing, the number and frequency of browsing, and shopping Interior product information, and be collected.
3. a kind of CRM system according to claim 1, which is characterized in that the correlation analysis is for dividing Analyse demand of the client of the same trade to different product type.
4. a kind of CRM system according to claim 1, which is characterized in that mould is reminded in the information distribution Block, for distributing information, reminding sales force's follow-up processing, for sales force in the information for obtaining client from the background, understanding is all certainly All latest tendencies of the client of body follow-up, follow up client in real time, understands customer demand.
5. a kind of CRM system according to claim 1, which is characterized in that the information generating module is adopted With js plug-in unit by the data of analysis, information chart, intuitive exhibiting data information are generated.
6. a kind of CRM system according to claim 5, which is characterized in that the information chart includes column Figure, line chart and cake chart.
7. client relation management method, which is characterized in that include the following steps;
Step 1, client browse web sites, and place an order or online inquiry, on-line consulting;
Step 2 analyzes customer information from the background according to the behavior of client, and sends information to sales force;
Step 3, sales force based on the analysis results, recommend solution online, and generation can use price list, list inventory product;
Step 4, client click price list, generate order, payment purchase.
8. client relation management method according to claim 7, which is characterized in that the step 2 further includes in following Hold;Sales force supplements customer information, marks label to client, and grouping management scans for information, filters out phase The information of client is closed, client is analyzed with this.
9. client relation management method according to claim 7, which is characterized in that the step 3 further includes in following Hold;Administrator issues the relevant information and policy of company in system, and relevant information is directly associated with the label of client, sells Sell personnel can be visually seen release information and associated client from the background, is informed with this in interested to client and is perhaps produced in time Product.
10. client relation management method according to claim 9, which is characterized in that further include the following contents;System foreground Using ajax and cookie technology, in client's accession page, submission data to server, server process filters information, so After be stored to mysql database, sales force background page server take out mysql data, utilize php setting algorithm meter The result data needed is calculated, data are then returned into browser, corresponding chart is depicted as using js plug-in unit, shows sale Personnel.
CN201711329608.9A 2017-12-13 2017-12-13 A kind of CRM system and method Pending CN109919629A (en)

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Cited By (16)

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CN111210228A (en) * 2019-12-25 2020-05-29 杭州龙席网络科技股份有限公司 CRM (customer relationship management) customer management method suitable for export-type cross-border trade
CN111833108A (en) * 2020-07-17 2020-10-27 上海国际技贸联合有限公司 An information acquisition, analysis and processing system, method and storage medium
CN111861213A (en) * 2020-07-21 2020-10-30 上海永银软件科技有限公司 Customer management system based on CRM
CN111932340A (en) * 2020-08-08 2020-11-13 广州鼎恒信息咨询有限公司 Network security product electronic commerce system based on big data
CN112100423A (en) * 2020-08-10 2020-12-18 重庆锐云科技有限公司 Real estate case client visit management system and method
CN112131219A (en) * 2020-09-15 2020-12-25 江苏银承网络科技股份有限公司 Customer maintenance management method and system
CN112288337A (en) * 2020-12-15 2021-01-29 平安科技(深圳)有限公司 Behavior recommendation method, behavior recommendation device, behavior recommendation equipment and behavior recommendation medium
CN112508601A (en) * 2020-11-23 2021-03-16 陈占斌 SFA (Small form factor analysis) management method and system for sales funnel
CN112866089A (en) * 2021-01-19 2021-05-28 北京明略软件系统有限公司 Follow-up recording method and system in instant messaging application
CN112926904A (en) * 2021-04-22 2021-06-08 南京听客来信息技术有限公司 Client sharing management method, system, terminal equipment and storage medium
CN113076295A (en) * 2021-04-15 2021-07-06 泉州文学士信息科技有限公司 Integrated customer information correlation synchronization system and device matched with same
CN113988927A (en) * 2021-10-29 2022-01-28 北京明略软件系统有限公司 Business opportunity factor missing reminding method and system, electronic equipment and storage medium
CN114282754A (en) * 2021-11-16 2022-04-05 成都销魂网络科技有限公司 Auxiliary method and system for sales signing
CN114708004A (en) * 2022-05-17 2022-07-05 北京正汇才科技有限公司 Customer relationship management system and method
CN115760316A (en) * 2022-12-09 2023-03-07 荃豆数字科技有限公司 Price quotation management method and system based on CRM (customer relationship management), electronic equipment and storage medium
CN115907787A (en) * 2022-11-29 2023-04-04 上海帘邦信息科技有限公司 Customer relationship management system and method

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Cited By (18)

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Publication number Priority date Publication date Assignee Title
CN111210228A (en) * 2019-12-25 2020-05-29 杭州龙席网络科技股份有限公司 CRM (customer relationship management) customer management method suitable for export-type cross-border trade
CN111833108A (en) * 2020-07-17 2020-10-27 上海国际技贸联合有限公司 An information acquisition, analysis and processing system, method and storage medium
CN111861213A (en) * 2020-07-21 2020-10-30 上海永银软件科技有限公司 Customer management system based on CRM
CN111932340A (en) * 2020-08-08 2020-11-13 广州鼎恒信息咨询有限公司 Network security product electronic commerce system based on big data
CN112100423A (en) * 2020-08-10 2020-12-18 重庆锐云科技有限公司 Real estate case client visit management system and method
CN112131219A (en) * 2020-09-15 2020-12-25 江苏银承网络科技股份有限公司 Customer maintenance management method and system
CN112508601A (en) * 2020-11-23 2021-03-16 陈占斌 SFA (Small form factor analysis) management method and system for sales funnel
CN112288337B (en) * 2020-12-15 2021-03-19 平安科技(深圳)有限公司 Behavior recommendation method, behavior recommendation device, behavior recommendation equipment and behavior recommendation medium
CN112288337A (en) * 2020-12-15 2021-01-29 平安科技(深圳)有限公司 Behavior recommendation method, behavior recommendation device, behavior recommendation equipment and behavior recommendation medium
CN112866089A (en) * 2021-01-19 2021-05-28 北京明略软件系统有限公司 Follow-up recording method and system in instant messaging application
CN112866089B (en) * 2021-01-19 2023-06-09 北京明略软件系统有限公司 Follow-up recording method and system in instant messaging application
CN113076295A (en) * 2021-04-15 2021-07-06 泉州文学士信息科技有限公司 Integrated customer information correlation synchronization system and device matched with same
CN112926904A (en) * 2021-04-22 2021-06-08 南京听客来信息技术有限公司 Client sharing management method, system, terminal equipment and storage medium
CN113988927A (en) * 2021-10-29 2022-01-28 北京明略软件系统有限公司 Business opportunity factor missing reminding method and system, electronic equipment and storage medium
CN114282754A (en) * 2021-11-16 2022-04-05 成都销魂网络科技有限公司 Auxiliary method and system for sales signing
CN114708004A (en) * 2022-05-17 2022-07-05 北京正汇才科技有限公司 Customer relationship management system and method
CN115907787A (en) * 2022-11-29 2023-04-04 上海帘邦信息科技有限公司 Customer relationship management system and method
CN115760316A (en) * 2022-12-09 2023-03-07 荃豆数字科技有限公司 Price quotation management method and system based on CRM (customer relationship management), electronic equipment and storage medium

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