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WO2019205410A1 - Nps short message investigation method and system, computer device and storage medium - Google Patents

Nps short message investigation method and system, computer device and storage medium Download PDF

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Publication number
WO2019205410A1
WO2019205410A1 PCT/CN2018/104321 CN2018104321W WO2019205410A1 WO 2019205410 A1 WO2019205410 A1 WO 2019205410A1 CN 2018104321 W CN2018104321 W CN 2018104321W WO 2019205410 A1 WO2019205410 A1 WO 2019205410A1
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customer
list
data
research
feedback information
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Chinese (zh)
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徐诗
鲁宁
程诚
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Ping An Technology Shenzhen Co Ltd
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Ping An Technology Shenzhen Co Ltd
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    • GPHYSICS
    • G06COMPUTING OR CALCULATING; COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/06Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063Operations research, analysis or management
    • G06Q10/0639Performance analysis of employees; Performance analysis of enterprise or organisation operations
    • GPHYSICS
    • G06COMPUTING OR CALCULATING; COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/01Customer relationship services

Definitions

  • the present application relates to the field of service evaluation technologies, and in particular, to an NPS short message research method, system, computer device, and storage medium.
  • NPS Net Promoter Score
  • NPS Net Promoter Score
  • NPS Compared with customer satisfaction, NPS is only a holistic indicator. It is difficult to intuitively decompose it internally, and it is difficult to clearly define and expand services and work.
  • the traditional service system lacks the satisfaction survey of customers, and further analyzes the customer feedback content. It can't get the real needs of customers in time, and can't cooperate with the marketing department to accurately locate the potential customer groups. Targeted marketing activities, the shortcomings are shown in the following aspects:
  • the purpose of the present application is to propose an NPS short message research method, system, computer device and storage medium to solve the deficiencies in the above background art.
  • the traditional business system has huge data and many service project categories. It lacks the means of extracting and refining the feature data. It can not timely review the feature data, and carries out the progress of the feature analysis and deep mining of customer feedback information. The marketing needs cannot be met, and the analysis and return visits of the customers corresponding to the low score data cannot be carried out smoothly, which affects the overall operational efficiency.
  • An NPS short message research method including:
  • Filtering and extracting data of the customer to be researched in the business system generating a research list, conducting short message research and collecting customer feedback information according to the research list, and the customer feedback information includes tag data;
  • the high-scoring customer group is the target of recommended follow-up products or services.
  • the score customer group generates a return visit list, which is regularly maintained and sorted through a preset return visit method.
  • An NPS short message research system including:
  • the research unit is configured to filter and extract data of the customer to be researched in the business system, generate a research list, perform short message research and collect customer feedback information according to the research list, and the customer feedback information includes tag data;
  • Extracting the merging unit setting to extract the tag data and the feature data in the customer feedback information and merging, and generating a feedback information list having a unified data format
  • the analysis countermeasure unit is set to analyze the feedback information list through the K-clustering algorithm and filter out two types of customer groups, namely a high score customer group and a low score customer group, and the high score customer group as a recommended follow-up product or
  • the object of the service generates a return visit list for the low-scoring customer group, and performs regular maintenance and grooming through the preset return visit method.
  • a computer device comprising a memory and a processor, the memory storing computer readable instructions, the computer readable instructions being executed by the processor such that the processor performs the following steps:
  • Filtering and extracting data of the customer to be researched in the business system generating a research list, conducting short message research and collecting customer feedback information according to the research list, and the customer feedback information includes tag data;
  • the high-scoring customer group is the target of recommended follow-up products or services.
  • the score customer group generates a return visit list, which is regularly maintained and sorted through a preset return visit method.
  • a storage medium storing computer readable instructions that, when executed by one or more processors, cause one or more processors to perform the steps of:
  • Filtering and extracting data of the customer to be researched in the business system generating a research list, conducting short message research and collecting customer feedback information according to the research list, and the customer feedback information includes tag data;
  • the high-scoring customer group is the target of recommended follow-up products or services.
  • the score customer group generates a return visit list, which is regularly maintained and sorted through a preset return visit method.
  • the above NPS short message research method, device, computer equipment and storage medium, for the huge user data and different business service items in the service system, according to the survey data obtained by the customer after the short message research, and the original characteristic data of the customer are pressed according to K
  • the clustering algorithm analyzes and counts the high-value customer group and the low-value customer group in the research customer, so as to provide a corresponding basis for subsequent operations and sales, so that the marketing department can specifically recommend the appropriate business category for the customer. Or provide a targeted reference for customers with follow-up maintenance.
  • FIG. 1 is a flowchart of a method for investigating NPS short messages in an embodiment of the present application
  • FIG. 2 is a flow chart of step S1 of Figure 1;
  • FIG. 3 is a flow chart of step S2 of Figure 1;
  • Figure 4 is a flow chart of step S3 of Figure 1;
  • FIG. 6 is a block diagram of the research unit of FIG. 5;
  • FIG. 7 is a block diagram of the extraction and merging unit in FIG. 5;
  • FIG. 8 is a block diagram of the analysis countermeasure unit of FIG. 5.
  • FIG. 1 is a flowchart of a method for investigating NPS short messages in an embodiment of the present application. As shown in FIG. 1 , an NPS short message research method includes the following steps:
  • Step S1 screening and extracting data of the customer to be researched in the business system, generating a research list, performing short message research and collecting customer feedback information according to the research list, wherein the customer feedback information includes tag data; wherein the business system may be financial Or the real estate business, or the business business, the customer data with the customer contact method in the business as the basis for the extraction, select the customer sequence of one of the business categories as the basis for the extraction, and extract some of the customer data to be investigated, The customer conducts research one by one according to the pre-defined SMS information, and then collects the feedback information, and records the customer information that is not feedback, so as to aggregate and generate the research results.
  • the business system may be financial Or the real estate business, or the business business, the customer data with the customer contact method in the business as the basis for the extraction, select the customer sequence of one of the business categories as the basis for the extraction, and extract some of the customer data to be investigated.
  • Step S2 extracting the tag data and the feature data in the customer feedback information and combining them to generate a feedback information list having a unified data format; extracting the tag data in the customer feedback information, and extracting some fields in the complete basic information of the customer as features
  • the data is set to analyze the characteristics of the customer, and the tag data and the feature data are combined and recorded into corresponding fields in the same data record, thereby generating a feedback information list having a unified data format; for example, when the service type is selected as the network sales policy service, When the survey content is a survey of customer satisfaction, the insured person's name, gender, age, occupation, place of residence and other personal characteristics information are inquired according to the insured number, and the tag information is extracted from the SMS content of the policyholder's reply, with 0-10 The points are used as label information.
  • the data structure is as follows: (insurance number, gender, age, occupation, place of residence, scoring); the values of the corresponding data structure are: ('9001200011609315', 'female', '29', 'civil servant', 'Shanghai', 7); The following is presented as a list of feature data and tag data:
  • the female is marked with 0 and the male is marked with 1.
  • the field corresponding to the tag data records the score of the customer's satisfaction score, and the customer's feature data may select any one or more of the customer's complete basic information, and the corresponding complete basic information may also include: the policy number, the name of the policyholder , the insured number, the insured's home address, the insured's landline number, the insured's mobile phone number, the insured's e-mail address, the insured's employment in the industry, the insured's insurance time, and the insured's number of insurance applications.
  • step S3 the feedback information list is analyzed by the K-clustering algorithm, and two types of customer groups are selected, which are a high-scoring customer group and a low-scoring customer group, and the high-scoring customer group is the object of recommending a follow-up product or service.
  • Generate a return visit list for low-value customer groups perform regular maintenance and grooming through preset return visit methods; analyze and confirm high-value customer groups based on customer feedback information received, so as to accurately market potential customer groups, and Regularly maintain and sort out low-value customer groups, confirm the reasons for low scores of customers, and formulate corresponding countermeasures.
  • step S1 may include the following specific steps: Step S101, selecting a certain service category in the service system, obtaining a corresponding customer form, and extracting customer data having complete basic information therein.
  • the corresponding complete basic information includes: policy number, insured name, insured number, insured person's home address, insured person's landline number, insured's mobile phone number, insured electronic The email address, the insured person engaged in the industry, the insured person's insurance time, and the insured person's insurance number; in step S102, it is determined whether the contact method in the customer record extracted in the above step is complete and legal, and when at least one contact method is complete and legal, Add the customer data record to a pending research form.
  • the customers in the summary of the research form are classified according to the first classification rule to generate different customer sequences to be investigated.
  • the first classification rules include: classification according to the year of insurance, classification according to the number of insurances, classification according to the location of the contractor.
  • the step S104 pre-storing a to-be-sent message list, where the to-be-sent message list includes at least one to-be-sent message record, Any one of the to-be-sent messages is recorded as a research text compiled in a specific template format, and is set to obtain the research result after researching the customer, and send the customer contact information in the form to be investigated to the customer to obtain the research result;
  • any of the above-mentioned customer sequences to be researched prepares at least one format text of the short message to be sent, wherein the research information surveyed to the customer includes: research on the satisfaction of the business product, satisfaction with the service Investigate and recommend the recommendation of the business products to relatives and friends.
  • the research information is prepared by using the scoring rules of obtaining customer ratings.
  • the research information is sent by SMS, email, and mobile APP. It can also be carried out by using a mobile phone, an email address, a mobile APP client to push a link address of a webpage questionnaire including survey information content; wherein the scoring rule can take the following form: 0 to 10 points as a score basis.
  • the corresponding sample of the message records to be sent may be in the following format: How much are you likely to recommend this product when you purchase this product? Your relatives and friends? Please use 0-10 points to rate the evaluation, 0 point means very not recommended, 10 points means highly recommended, please SMS to reply to the number. Thank you for your participation!; Step S105, select any of the above steps After a message is recorded, it is pushed to each customer in the corresponding customer sequence to be researched, and a corresponding information feedback list is established, which is set to record whether the customer has a reply and reply content.
  • step S2 may include the following specific steps: Step S201, formulating a statistical period table, and classifying the customers according to whether there is a reply according to a predetermined statistical period within the period. It is divided into two categories: replies and non-responses; in step S202, a list of unreacted customers is generated to generate a to-be-confirmed form, and is set to be sent to the after-sales department to confirm that the customer has not responded, so as to confirm whether such customers have the value of continuing maintenance; In step S203, the customer list that has been replied is summarized, and part of the field data in the complete basic information of the customer is extracted and recorded together with the tag data in the customer feedback information to a feedback information list.
  • step S3 may include: step S301, performing feature analysis on the feedback information list by using a K-clustering algorithm, and selecting a boundary value of the data distribution as a threshold according to the analysis result, to A customer corresponding to the threshold (on the left side of the threshold distribution) is a low-scoring customer, and a customer corresponding to the threshold (on the right side of the threshold distribution) is used as a high-scoring customer, thereby excavating a demand suitable for each type of characteristic customer;
  • the K-Calcing algorithm is the K-MEANS algorithm, which accepts the input quantity k and the database containing n data objects, then divides the n data objects into k clusters, and outputs the minimum k standard clusters satisfying the variance.
  • the K-clustering algorithm is analyzed on the customer included in the feedback information list, and the demarcation value of the cluster (ie, the mean or the central object) is obtained as a threshold.
  • the customer smaller than the threshold is a low-scoring customer, which is greater than the threshold. Customers as high score customers.
  • Step S302 The client corresponding to the data that is greater than the threshold is selected as the target of the recommended follow-up product or service by the analysis result; in step S303, the customer corresponding to the data less than the threshold is filtered to generate a return visit list, and the customer appeal is obtained after the return visit according to the list one by one. Extracting the cause feature and the potential demand feature according to the return visit result; step S304, analyzing the cause feature, generating an improved project form, and transferring the improved project form to an improvement of the service project involved by the relevant department of product development; step S305, After analyzing the potential demand characteristics, a new product development plan form is generated, and the new product development plan form is transferred to the relevant department of product development to set up a new product for different customer groups.
  • the return visit method when the return visit is performed one by one according to the list includes: a return visit mode by means of a voice call, an email or an application back feedback channel, or a return visit mode in the form of a web questionnaire.
  • an NPS short message research system is proposed, as shown in FIG. 5, which includes: a research unit, configured to filter and extract data of a customer to be researched in a business system, generate a research list, and select one by one according to a research list.
  • the customer feedback information includes tag data; extracting and merging unit, setting to extract tag data and feature data in customer feedback information and merging, generating a feedback information list with unified data format; analyzing
  • the countermeasure unit is set to analyze the feedback information list through the K-clustering algorithm and filter out two types of customer groups, namely a high score customer group and a low score customer group, and the high score customer group as a recommended follow-up product or service.
  • the object is to generate a return visit list for the low-scoring customer group, perform regular maintenance and sorting through the preset return visit method, and formulate the way to recover the customer.
  • the research unit includes: a customer data acquisition module, configured to acquire a corresponding customer form after selecting a service category in the business system, and extract a customer data record having complete basic information therein;
  • the customer data record judging module is configured to judge whether the contact information in the extracted customer data record is complete and legal, and when at least one contact method is complete and legal, the customer data record is added to a pending research form, when no In the complete contact mode, the customer data record is stored in a confirmation contact form and transferred to the after-sales department for information supplementation. At least one contact method to be supplemented is complete and legal, and the customer data record is added to the research to be investigated.
  • the customer classification module is configured to generate a different customer sequence to be investigated according to the first classification rule by the customer who summarizes the form to be researched, wherein the first classification rule includes: classification according to the year of insured, Classification by number of insured times, classification by contractor location or by contractor The industry involved is classified, and the customer classification sequence is generated by the first classification rule;
  • the research message prefabrication module is configured to pre-store the to-be-sent message list, and the to-be-sent message list includes at least one to-be-sent message record, wherein Any pending message is recorded as a research text compiled in a specific template format, and the research result is obtained after the customer is researched, and the customer contact information in the form to be researched is sent to the customer to obtain the research result, wherein any one is to be
  • the research client sequence is prepared with at least one format text to be sent by the message;
  • the message pushing module is configured to select any record to be sent and push it to each customer in the corresponding customer sequence to be investigated, and establish corresponding information feedback.
  • the extracting and merging unit comprises: a reply sorting module, configured to formulate a statistical periodic table, and according to a pre-defined statistical period therein, each period sorts the customer according to whether there is a reply, and points There are two types of replies and non-reply; the information to be confirmed module is set to generate a pending confirmation list for the unreviewed customer list, and is set to go to the after-sales department to confirm the customer's failure to reply, in order to confirm whether such customers have continued. The value of the maintenance; the reply information summary module is set to summarize the customer list that has been replied, and part of the field data in the complete basic information of such customer is extracted and recorded together with the tag data in the customer feedback information to a feedback information list. .
  • a reply sorting module configured to formulate a statistical periodic table, and according to a pre-defined statistical period therein, each period sorts the customer according to whether there is a reply, and points There are two types of replies and non-reply; the information to be confirmed module is set to generate a
  • the analysis countermeasure unit includes: a feature analysis module configured to perform feature analysis on the feedback information list by using a K-clustering algorithm, and select a boundary value of the data distribution according to the analysis result as
  • the threshold value is a low-value customer with a customer corresponding to the threshold (on the left side of the threshold distribution), and a customer corresponding to the threshold (on the right side of the threshold distribution) as a high-scoring customer, thereby excavating a customer suitable for each type of feature.
  • the potential customer selection module is configured to select a customer corresponding to the data larger than the threshold by the analysis result as the object of the recommended follow-up product or service; the return list generation module is set to filter the customer corresponding to the data less than the threshold to generate a return visit
  • the list is obtained after the return visit according to the list, and the customer's appeal is obtained.
  • the reason feature and the potential demand feature are extracted.
  • the reason feature countermeasure module is set to analyze the cause feature and generate an improved project form, and the improved project form is transferred to the product development.
  • Relevant departments to improve the service items involved Measure of potential demand module is set to feature after analysis of the potential demand for new product development programs generate the form, the form of new product development plans go to the relevant departments of product development to develop new products for different customer groups.
  • the return visit mode in the return visit list generating module includes: a return visit mode by means of a voice call, an email, or a return visit form of an App-side feedback channel, or a return visit mode in the form of a webpage questionnaire.
  • a computer apparatus comprising a memory and a processor having stored therein computer readable instructions that, when executed by a processor, cause the processor to execute the computer program to implement the various embodiments described above The steps in the NPS SMS survey method.
  • a storage medium storing computer readable instructions that, when executed by one or more processors, cause one or more processors to perform NPS short message research in the various embodiments described above The steps in the method.
  • the storage medium may be a non-volatile storage medium.
  • the program may be stored in a computer readable storage medium, and the storage medium may include: Read Only Memory (ROM), Random Access Memory (RAM), disk or optical disk.
  • ROM Read Only Memory
  • RAM Random Access Memory

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Abstract

The present application relates to the technical field of service assessment, and in particular, to an NPS short message investigation method and system, a computer device and a storage medium. The NPS short message investigation method comprises: screening and extracting data of customers to be investigated from a service system to generate an investigation list, performing short message investigation on the customers one by one according to the investigation list and collecting customer feedback information; extracting tag data and feature data in the customer feedback information and then merging the two to generate a feedback information list having a uniform data format; and analyzing the feedback information list by means of an algorithm and then obtaining two types of customer groups by screening, taking a high-score customer group as an object to which follow-up products or services are recommended, and regularly maintaining and managing a low-score customer group. Compared with the conventional NPS investigation technology, the present application has high real-time performance for customer demand processing, and achieves accurate data extraction, accurate positioning of customer demands, and clear classification.

Description

[根据细则26改正28.09.2018] NPS 短信调研方法、系统、计算机设备和存储介质[Correction according to Rule 26 28.09.2018] NPS SMS research method, system, computer equipment and storage medium

本申请要求于2018年04月22日提交中国专利局、申请号为201810363670.8、发明名称为“NPS短信调研方法、系统、计算机设备和存储介质”的中国专利申请的优先权,其全部内容通过引用结合在本申请中。This application claims priority to Chinese Patent Application No. 201810363670.8, entitled "NPS Short Message Research Method, System, Computer Equipment and Storage Media", filed on April 22, 2018, the entire contents of which are hereby incorporated by reference. Combined in this application.

技术领域Technical field

本申请涉及业务评估技术领域,尤其涉及一种NPS短信调研方法、系统、计算机设备和存储介质。The present application relates to the field of service evaluation technologies, and in particular, to an NPS short message research method, system, computer device, and storage medium.

背景技术Background technique

NPS(Net Promoter Score)又称净推荐值,设置为计量客户向他人推荐产品或服务的可能性,是衡量业务中的客户忠诚度的关键指标之一。NPS由美国贝恩咨询公司的佛瑞德·赖克霍德于2003年,针对企业良性收益与真实增长所提出。以NPS为基础进行信息推荐,可以更符合客户实际情况,提高推荐成功率,提升用户体验。作为近年来最流行的一种客户忠诚度分析指标,NPS在国际上已经有了比较广泛的应用。NPS (Net Promoter Score), also known as net recommendation value, is one of the key indicators for measuring customer loyalty in a business by measuring the possibility that a customer will recommend a product or service to others. NPS was proposed by Fred Reichhold of Bain Consulting in the United States in 2003 for the benign benefits and real growth of the company. Information recommendation based on NPS can better meet the customer's actual situation, improve the recommendation success rate, and enhance the user experience. As one of the most popular customer loyalty analysis indicators in recent years, NPS has been widely used in the world.

和客户满意度相比,NPS只是一个整体性的指标,很难在直观上将其进行内部考核压力分解,难以清晰进行服务提升与工作的划分和部署。传统的服务系统缺少对客户进行满意度调查后,将客户反馈内容做进一步的分析挖掘的方法,不能及时获取到客户的真实需求,无法配合营销部门对潜在客户群体进行精准定位,也就无法展开有针对性的营销活动,其缺点具体表现在下述几个方面:Compared with customer satisfaction, NPS is only a holistic indicator. It is difficult to intuitively decompose it internally, and it is difficult to clearly define and expand services and work. The traditional service system lacks the satisfaction survey of customers, and further analyzes the customer feedback content. It can't get the real needs of customers in time, and can't cooperate with the marketing department to accurately locate the potential customer groups. Targeted marketing activities, the shortcomings are shown in the following aspects:

1)服务系统中对庞大的数据缺少根据服务项目不同,用特定规则抽取特征数据的功能,无法根据特征数据分析出客户群体的满意度;1) The huge amount of data in the service system lacks the function of extracting feature data by specific rules according to different service items, and it is impossible to analyze the satisfaction of the customer group based on the feature data;

2)缺少对特征数据对应的客户发送短信并采集客户的反馈数据的功能;2) The function of sending a short message to the customer corresponding to the feature data and collecting the feedback data of the customer;

3)缺少对客户反馈数据进行特征分析和深度挖掘的功能;3) Lack of feature analysis and deep mining of customer feedback data;

4)缺少对低分数据对应的客户采取回访的对策,无法明确客户评价为低分的原因。4) There is a lack of countermeasures for returning customers to customers corresponding to low-scoring data, and it is impossible to clarify the reason why customers are evaluated as low scores.

发明内容Summary of the invention

本申请的目的在于提出一种NPS短信调研方法、系统、计算机设备和存储 介质,以解决上述背景技术中的不足之处。传统的业务系统中的数据庞大,服务项目类别众多,缺少对其中的特征数据的抽取和提炼手段,不能对其中的特征数据进行及时复核,对客户反馈信息的特征分析及深度挖掘的工作开展进度无法满足营销需求,对其中低分数据对应的客户的分析和回访工作无法顺利开展,影响了整体的营运效率。The purpose of the present application is to propose an NPS short message research method, system, computer device and storage medium to solve the deficiencies in the above background art. The traditional business system has huge data and many service project categories. It lacks the means of extracting and refining the feature data. It can not timely review the feature data, and carries out the progress of the feature analysis and deep mining of customer feedback information. The marketing needs cannot be met, and the analysis and return visits of the customers corresponding to the low score data cannot be carried out smoothly, which affects the overall operational efficiency.

为实现上述目的,本申请提供如下技术方案:To achieve the above objective, the present application provides the following technical solutions:

一种NPS短信调研方法,包括:An NPS short message research method, including:

在业务系统中筛选并提取待调研客户的数据,生成调研名单,按调研名单逐一进行短信调研并收集客户反馈信息,所述客户反馈信息中包含标签数据;Filtering and extracting data of the customer to be researched in the business system, generating a research list, conducting short message research and collecting customer feedback information according to the research list, and the customer feedback information includes tag data;

提取客户反馈信息中的标签数据和特征数据后合并,生成具有统一数据格式的反馈信息列表;Extracting the tag data and the feature data in the customer feedback information and combining them to generate a feedback information list having a unified data format;

对反馈信息列表通过K-聚类算法进行分析后筛选出两类客户群体,分别为高分值客户群体和低分值客户群体,高分值客户群体作为推荐后续产品或者服务的对象,对低分值客户群体生成回访名单,通过预设的回访方式进行定期维护和梳理。After analyzing the feedback information list through K-clustering algorithm, two types of customer groups are selected, which are high-scoring customer group and low-scoring customer group respectively. The high-scoring customer group is the target of recommended follow-up products or services. The score customer group generates a return visit list, which is regularly maintained and sorted through a preset return visit method.

一种NPS短信调研系统,包括:An NPS short message research system, including:

调研单元,设置为在业务系统中筛选并提取待调研客户的数据,生成调研名单,按调研名单逐一进行短信调研并收集客户反馈信息,所述客户反馈信息中包含标签数据;The research unit is configured to filter and extract data of the customer to be researched in the business system, generate a research list, perform short message research and collect customer feedback information according to the research list, and the customer feedback information includes tag data;

提取合并单元,设置为提取客户反馈信息中的标签数据和特征数据后合并,生成具有统一数据格式的反馈信息列表;Extracting the merging unit, setting to extract the tag data and the feature data in the customer feedback information and merging, and generating a feedback information list having a unified data format;

分析对策单元,设置为对反馈信息列表通过K-聚类算法进行分析后筛选出两类客户群体,分别为高分值客户群体和低分值客户群体,高分值客户群体作为推荐后续产品或者服务的对象,对低分值客户群体生成回访名单,通过预设的回访方式进行定期维护和梳理。The analysis countermeasure unit is set to analyze the feedback information list through the K-clustering algorithm and filter out two types of customer groups, namely a high score customer group and a low score customer group, and the high score customer group as a recommended follow-up product or The object of the service generates a return visit list for the low-scoring customer group, and performs regular maintenance and grooming through the preset return visit method.

一种计算机设备,包括存储器和处理器,所述存储器中存储有计算机可读指令,所述计算机可读指令被所述处理器执行时,使得所述处理器执行以下步骤:A computer device comprising a memory and a processor, the memory storing computer readable instructions, the computer readable instructions being executed by the processor such that the processor performs the following steps:

在业务系统中筛选并提取待调研客户的数据,生成调研名单,按调研名单逐一进行短信调研并收集客户反馈信息,所述客户反馈信息中包含标签数据;Filtering and extracting data of the customer to be researched in the business system, generating a research list, conducting short message research and collecting customer feedback information according to the research list, and the customer feedback information includes tag data;

提取客户反馈信息中的标签数据和特征数据后合并,生成具有统一数据格式的反馈信息列表;Extracting the tag data and the feature data in the customer feedback information and combining them to generate a feedback information list having a unified data format;

对反馈信息列表通过K-聚类算法进行分析后筛选出两类客户群体,分别为高分值客户群体和低分值客户群体,高分值客户群体作为推荐后续产品或者服务的对象,对低分值客户群体生成回访名单,通过预设的回访方式进行定期维护和梳理。After analyzing the feedback information list through K-clustering algorithm, two types of customer groups are selected, which are high-scoring customer group and low-scoring customer group respectively. The high-scoring customer group is the target of recommended follow-up products or services. The score customer group generates a return visit list, which is regularly maintained and sorted through a preset return visit method.

一种存储有计算机可读指令的存储介质,所述计算机可读指令被一个或多个处理器执行时,使得一个或多个处理器执行以下步骤:A storage medium storing computer readable instructions that, when executed by one or more processors, cause one or more processors to perform the steps of:

在业务系统中筛选并提取待调研客户的数据,生成调研名单,按调研名单逐一进行短信调研并收集客户反馈信息,所述客户反馈信息中包含标签数据;Filtering and extracting data of the customer to be researched in the business system, generating a research list, conducting short message research and collecting customer feedback information according to the research list, and the customer feedback information includes tag data;

提取客户反馈信息中的标签数据和特征数据后合并,生成具有统一数据格式的反馈信息列表;Extracting the tag data and the feature data in the customer feedback information and combining them to generate a feedback information list having a unified data format;

对反馈信息列表通过K-聚类算法进行分析后筛选出两类客户群体,分别为高分值客户群体和低分值客户群体,高分值客户群体作为推荐后续产品或者服务的对象,对低分值客户群体生成回访名单,通过预设的回访方式进行定期维护和梳理。After analyzing the feedback information list through K-clustering algorithm, two types of customer groups are selected, which are high-scoring customer group and low-scoring customer group respectively. The high-scoring customer group is the target of recommended follow-up products or services. The score customer group generates a return visit list, which is regularly maintained and sorted through a preset return visit method.

上述NPS短信调研方法、装置、计算机设备和存储介质,针对服务系统中的庞大的用户数据和不同的业务服务项目,通过对客户进行短信调研后获取的调研数据,配合客户的原始特征数据按K聚类算法进行分析统计,判断调研客户中的高分值客户群体和低分值客户群体,以便为后续的运营和销售提供对应基础,以便营销部门有针对性的为客户推荐合适的业务种类,或者为具有跟进维护的客户提供具有靶向性的参考咨询,通过归类低分值客户,对此类客户进行定向回访以获取形成客户评价低的原因,以便有目的的改进对应的服务或产品,以适应该类客户的需求,相比较传统NPS调研技术,本申请在对待客户的需求处理时具有实时性高,数据提炼精确,客户需求精准定位,分类明确优势。The above NPS short message research method, device, computer equipment and storage medium, for the huge user data and different business service items in the service system, according to the survey data obtained by the customer after the short message research, and the original characteristic data of the customer are pressed according to K The clustering algorithm analyzes and counts the high-value customer group and the low-value customer group in the research customer, so as to provide a corresponding basis for subsequent operations and sales, so that the marketing department can specifically recommend the appropriate business category for the customer. Or provide a targeted reference for customers with follow-up maintenance. By categorizing low-value customers, they can conduct targeted return visits to obtain the reasons for the low customer evaluation, so as to purposefully improve the corresponding services or Products to adapt to the needs of such customers, compared with the traditional NPS research technology, this application has high real-time performance, accurate data refinement, precise positioning of customer needs, and clear classification advantages when dealing with customer needs.

附图说明DRAWINGS

通过阅读下文优选实施方式的详细描述,各种其他的优点和益处对于本领域普通技术人员将变得清楚明了。附图仅用于示出优选实施方式的目的,而并不认为是对本申请的限制。Various other advantages and benefits will become apparent to those skilled in the art from a The drawings are only for the purpose of illustrating the preferred embodiments and are not intended to be limiting.

图1为本申请一个实施例中的NPS短信调研方法的流程图;1 is a flowchart of a method for investigating NPS short messages in an embodiment of the present application;

图2为图1中步骤S1的流程图;Figure 2 is a flow chart of step S1 of Figure 1;

图3为图1中步骤S2的流程图;Figure 3 is a flow chart of step S2 of Figure 1;

图4为图1中步骤S3的流程图;Figure 4 is a flow chart of step S3 of Figure 1;

图5为本申请一个实施例中的NPS短信调研系统的结构图;5 is a structural diagram of an NPS short message research system in an embodiment of the present application;

图6为图5中的调研单元的模块示意图;6 is a block diagram of the research unit of FIG. 5;

图7为图5中的提取合并单元的模块示意图;7 is a block diagram of the extraction and merging unit in FIG. 5;

图8为图5中的分析对策单元的模块示意图。FIG. 8 is a block diagram of the analysis countermeasure unit of FIG. 5.

具体实施方式detailed description

为了使本申请的目的、技术方案及优点更加清楚明白,以下结合附图及实施例,对本申请进行进一步详细说明。应当理解,此处所描述的具体实施例仅仅用以解释本申请,并不用于限定本申请。In order to make the objects, technical solutions, and advantages of the present application more comprehensible, the present application will be further described in detail below with reference to the accompanying drawings and embodiments. It is understood that the specific embodiments described herein are merely illustrative of the application and are not intended to be limiting.

本技术领域技术人员可以理解,除非特意声明,这里使用的单数形式“一”、“一个”、“所述”和“该”也可包括复数形式。应该进一步理解的是,本申请的说明书中使用的措辞“包括”是指存在所述特征、整数、步骤、操作、元件和/或组件,但是并不排除存在或添加一个或多个其他特征、整数、步骤、操作、元件、组件和/或它们的组。The singular forms "a", "an", "the" It is to be understood that the phrase "comprise" or "an" Integers, steps, operations, components, components, and/or groups thereof.

图1为本申请一个实施例中的NPS短信调研方法的流程图,如图1所示,一种NPS短信调研方法,包括以下步骤:FIG. 1 is a flowchart of a method for investigating NPS short messages in an embodiment of the present application. As shown in FIG. 1 , an NPS short message research method includes the following steps:

步骤S1,在业务系统中筛选并提取待调研客户的数据,生成调研名单,按调研名单逐一进行短信调研并收集客户反馈信息,所述客户反馈信息中包含标签数据;其中,业务系统可以是金融或者房产类业务,也可以对应商贸业务,以业务中具有客户联络方式的客户数据作为提取基础,选定其中某一业务种类的客户序列作为提取基础,提取出部分待调研的客户数据,对其中的客户按照预先制定的短信信息逐一进行调研,然后再汇集反馈信息,并记录其中未反馈的客户信息,从而汇总生成调研结果。Step S1: screening and extracting data of the customer to be researched in the business system, generating a research list, performing short message research and collecting customer feedback information according to the research list, wherein the customer feedback information includes tag data; wherein the business system may be financial Or the real estate business, or the business business, the customer data with the customer contact method in the business as the basis for the extraction, select the customer sequence of one of the business categories as the basis for the extraction, and extract some of the customer data to be investigated, The customer conducts research one by one according to the pre-defined SMS information, and then collects the feedback information, and records the customer information that is not feedback, so as to aggregate and generate the research results.

步骤S2,提取客户反馈信息中的标签数据和特征数据后合并,生成具有统一数据格式的反馈信息列表;通过提取客户反馈信息中的标签数据,再提取客户的完整基础信息中的部分字段作为特征数据,设置为分析客户的特征,将标 签数据和特征数据合并记录至同一数据记录内的对应字段中,从而生成具有统一数据格式的反馈信息列表;比如,当业务种类选为网销保单业务,调研内容为对客户满意度的调查时,根据投保人号查询投保人的姓名,性别,年龄,职业,居住地等个人特征信息,从投保人回复的短信内容中提取标签信息,以0-10分作为标签信息。数据结构如下:(投保人号,性别,年龄,职业,居住地,打分);对应数据结构的值举例为:(‘9001200011609315’,’女’,’29’,’公务员’,’上海’,7);下述呈现为特征数据和标签数据列表:Step S2, extracting the tag data and the feature data in the customer feedback information and combining them to generate a feedback information list having a unified data format; extracting the tag data in the customer feedback information, and extracting some fields in the complete basic information of the customer as features The data is set to analyze the characteristics of the customer, and the tag data and the feature data are combined and recorded into corresponding fields in the same data record, thereby generating a feedback information list having a unified data format; for example, when the service type is selected as the network sales policy service, When the survey content is a survey of customer satisfaction, the insured person's name, gender, age, occupation, place of residence and other personal characteristics information are inquired according to the insured number, and the tag information is extracted from the SMS content of the policyholder's reply, with 0-10 The points are used as label information. The data structure is as follows: (insurance number, gender, age, occupation, place of residence, scoring); the values of the corresponding data structure are: ('9001200011609315', 'female', '29', 'civil servant', 'Shanghai', 7); The following is presented as a list of feature data and tag data:

特征数据                                      标签Feature data tag

(‘0’,’29’,’稳定职业’,’一线城市’)        2(‘0’,’29’, 'stable occupation’, 'first-tier city’) 2

(‘1’,’30’,’高危职业’,’二线城市’)        7(‘1’,’30’, 'high-risk occupation’, 'second-tier city’) 7

(‘0’,’31’,’普通职业’,’三线城市’)        5(‘0’,’31’, 'general occupation’, 'third-tier city’) 5

(‘1’,’32’,’稳定职业’,’四线城市’)        3(‘1’,’32’,’ stable career’, 'four-tier city’) 3

(‘0’,’33’,’高危职业’,’农村和边远山区’)  8(‘0’,’33’, 'high-risk occupation’, 'rural and remote mountainous areas') 8

其中,女性以0标识,男性以1标识。Among them, the female is marked with 0 and the male is marked with 1.

其标签数据对应的字段记录客户对满意度的评分分值,客户的特征数据可选取客户完整基础信息中的任一项或者多项,对应的完整基础信息还可以包括:保单号、投保人姓名、投保人编号、投保人家庭住址、投保人座机号码、投保人手机号码、投保人电子邮箱地址、投保人从事行业、投保人投保时间、投保人投保次数。步骤S3,对反馈信息列表通过K-聚类算法进行分析后筛选出两类客户群体,分别为高分值客户群体和低分值客户群体,高分值客户群体作为推荐后续产品或者服务的对象,对低分值客户群体生成回访名单,通过预设的回访方式进行定期维护和梳理;根据已收到的客户反馈信息分析并确认高分值客户群体,以便对潜在客户群体进行精准营销,并针对低分值客户群体进行定期维护和梳理,确认客户评价低分的原因,并制定对应的对策。The field corresponding to the tag data records the score of the customer's satisfaction score, and the customer's feature data may select any one or more of the customer's complete basic information, and the corresponding complete basic information may also include: the policy number, the name of the policyholder , the insured number, the insured's home address, the insured's landline number, the insured's mobile phone number, the insured's e-mail address, the insured's employment in the industry, the insured's insurance time, and the insured's number of insurance applications. In step S3, the feedback information list is analyzed by the K-clustering algorithm, and two types of customer groups are selected, which are a high-scoring customer group and a low-scoring customer group, and the high-scoring customer group is the object of recommending a follow-up product or service. Generate a return visit list for low-value customer groups, perform regular maintenance and grooming through preset return visit methods; analyze and confirm high-value customer groups based on customer feedback information received, so as to accurately market potential customer groups, and Regularly maintain and sort out low-value customer groups, confirm the reasons for low scores of customers, and formulate corresponding countermeasures.

在一个实施例中,如图2所示,步骤S1可包括如下具体步骤:步骤S101,选定业务系统中的某一业务种类,获取对应的客户表单并提取出其中具备完整基础信息的客户数据记录,所述业务种类选为网销保单业务时,对应的完整基础信息包括:保单号、投保人姓名、投保人编号、投保人家庭住址、投保人座机号码、投保人手机号码、投保人电子邮箱地址、投保人从事行业、投保人投保时间、投保人投保次数;步骤S102,判断上述步骤中提取的客户记录中的联 络方式是否完整且合法,当至少一项联络方式是完整且合法时,将该客户数据记录添加至一待调研表单中,当无完整联络方式时,将该客户数据记录存入一待确认联络方式表后转至售后部门进行信息补充,待补充的至少一项联络方式为完整且合法后将客户数据记录追加至所述待调研表单中;步骤S103,将待调研表单汇总的客户按第一分类规则进行分类统计后生成不同的待调研客户序列,第一分类规则包括:按投保年份进行的分类、按投保次数进行的分类、按签约人所在地进行的分类或按签约人所从事行业进行的分类,通过所述第一分类规则生成待调研客户序列;步骤S104,预先存储一待发送消息列表,所述待发送消息列表中包括至少一条待发送消息记录,其中的任一待发送消息记录为采用特定的范文格式编撰的调研文本,设置为向客户调研后获取调研结果,通过所述待调研表单中的客户联络信息发至客户处以便获取调研结果;In an embodiment, as shown in FIG. 2, step S1 may include the following specific steps: Step S101, selecting a certain service category in the service system, obtaining a corresponding customer form, and extracting customer data having complete basic information therein. Record, when the business type is selected as the online sales policy business, the corresponding complete basic information includes: policy number, insured name, insured number, insured person's home address, insured person's landline number, insured's mobile phone number, insured electronic The email address, the insured person engaged in the industry, the insured person's insurance time, and the insured person's insurance number; in step S102, it is determined whether the contact method in the customer record extracted in the above step is complete and legal, and when at least one contact method is complete and legal, Add the customer data record to a pending research form. When there is no complete contact information, store the customer data record in a pending contact form and transfer it to the after-sales department for information supplement. At least one contact method to be supplemented. Appending the customer data record to the pending research form after complete and legal; in step S103, The customers in the summary of the research form are classified according to the first classification rule to generate different customer sequences to be investigated. The first classification rules include: classification according to the year of insurance, classification according to the number of insurances, classification according to the location of the contractor. Or generating a to-be-searched client sequence by using the first classification rule according to the classification performed by the contractor; the step S104, pre-storing a to-be-sent message list, where the to-be-sent message list includes at least one to-be-sent message record, Any one of the to-be-sent messages is recorded as a research text compiled in a specific template format, and is set to obtain the research result after researching the customer, and send the customer contact information in the form to be investigated to the customer to obtain the research result;

在其中一个实施例中,上述步骤中的任一待调研客户序列均准备至少一条待发送短信的格式文本,其中,向客户调研的调研信息包括:对业务产品满意度的调研、对服务满意度的调研、向亲友推荐业务产品的推荐力度的调研,所述调研信息均采用获取客户评分的评分规则准备调研信息;其中,调研信息的发送采用手机短信推送、发送电子邮件、手机APP端推送,还可以采用通过手机、电子邮件地址、手机APP客户端推送一包括调研信息内容的网页问卷的链接地址的形式进行;其中,评分规则可采用如下形式:以0~10分作为分值打分基础的评分规则、以A、B、C作为分值打分基础的评分规则,当调研内容选定为向亲友推荐业务产品的推荐力度时,其对应的待发送消息记录的范文可采用如下格式:“根据您购买本产品的服务体验,您有多大可能将本产品推荐给您的亲友?请您用0-10分来打分评价,其中0分表示极不推荐,10分表示极力推荐,请短信回复数字。感谢您的参与!”;步骤S105,选取上述步骤中的任一消息记录后将其推送至对应的待调研客户序列中的每一个客户,并建立对应的信息反馈列表,设置为记录客户是否有回复以及回复内容。In one embodiment, any of the above-mentioned customer sequences to be researched prepares at least one format text of the short message to be sent, wherein the research information surveyed to the customer includes: research on the satisfaction of the business product, satisfaction with the service Investigate and recommend the recommendation of the business products to relatives and friends. The research information is prepared by using the scoring rules of obtaining customer ratings. The research information is sent by SMS, email, and mobile APP. It can also be carried out by using a mobile phone, an email address, a mobile APP client to push a link address of a webpage questionnaire including survey information content; wherein the scoring rule can take the following form: 0 to 10 points as a score basis. The scoring rule, the scoring rules based on A, B, and C as the scores. When the survey content is selected as the recommended strength for recommending business products to relatives and friends, the corresponding sample of the message records to be sent may be in the following format: How much are you likely to recommend this product when you purchase this product? Your relatives and friends? Please use 0-10 points to rate the evaluation, 0 point means very not recommended, 10 points means highly recommended, please SMS to reply to the number. Thank you for your participation!"; Step S105, select any of the above steps After a message is recorded, it is pushed to each customer in the corresponding customer sequence to be researched, and a corresponding information feedback list is established, which is set to record whether the customer has a reply and reply content.

在一个实施例中,如图3所示,步骤S2可包括如下具体步骤:步骤S201,制定一统计周期表,根据其内预先制定的统计周期,每个周期将客户按是否有回复进行分类,分为已回复和未回复两类;步骤S202,汇总未回复的客户名单生成一待确认表,设置为转至售后部门确认客户未回复的事由,以便确认这类客户是否具有继续维护的价值;步骤S203,汇总已回复的客户名单,将这类客 户的完整基础信息中的部分字段数据提取后与该客户反馈信息中的标签数据一起记录至一反馈信息列表。In an embodiment, as shown in FIG. 3, step S2 may include the following specific steps: Step S201, formulating a statistical period table, and classifying the customers according to whether there is a reply according to a predetermined statistical period within the period. It is divided into two categories: replies and non-responses; in step S202, a list of unreacted customers is generated to generate a to-be-confirmed form, and is set to be sent to the after-sales department to confirm that the customer has not responded, so as to confirm whether such customers have the value of continuing maintenance; In step S203, the customer list that has been replied is summarized, and part of the field data in the complete basic information of the customer is extracted and recorded together with the tag data in the customer feedback information to a feedback information list.

在一个实施例中,如图4所示,步骤S3可包括:步骤S301,利用K-聚类算法对反馈信息列表进行特征分析,根据分析结果选定其中的数据分布的分界值作为阈值,以小于该阈值(位于阈值分布左侧)对应的客户作为低分值客户,以大于该阈值(位于阈值分布右侧)对应的客户作为高分值客户,从而挖掘出适合每类特征客户的需求;K-聚类算法即为K-MEANS算法,是接受输入量k,以及包含n个数据对象的数据库,然后将n个数据对象划分为k个聚类,输出满足方差最小标准k个聚类,以便使得所获得的聚类满足:同一聚类中的对象相似度较高,而不同聚类中的对象相似度较小。在本步骤中,对反馈信息列表包含的客户进行K-聚类算法分析,得到聚类的分界值(即均值或中心对象)作为阈值,小于此阈值的客户作为低分值客户,大于此阈值的客户作为高分值客户。步骤S302,通过分析结果选定大于阈值的数据所对应的客户作为推荐后续产品或者服务的对象;步骤S303,筛选小于阈值的数据对应的客户后生成回访名单,根据名单逐一进行回访后获取客户诉求,根据回访结果提炼出原因特征和潜在需求特征;步骤S304,分析原因特征后生成改进项目表单,将所述改进项目表单转至产品开发的相关部门对其中涉及的服务项目的改进;步骤S305,分析潜在需求特征后生成新产品开发计划表单,将新产品开发计划表单转至产品开发的相关部门设置为开发针对不同客户群体的新产品。In an embodiment, as shown in FIG. 4, step S3 may include: step S301, performing feature analysis on the feedback information list by using a K-clustering algorithm, and selecting a boundary value of the data distribution as a threshold according to the analysis result, to A customer corresponding to the threshold (on the left side of the threshold distribution) is a low-scoring customer, and a customer corresponding to the threshold (on the right side of the threshold distribution) is used as a high-scoring customer, thereby excavating a demand suitable for each type of characteristic customer; The K-Calcing algorithm is the K-MEANS algorithm, which accepts the input quantity k and the database containing n data objects, then divides the n data objects into k clusters, and outputs the minimum k standard clusters satisfying the variance. In order to make the obtained clusters satisfy: the similarity of objects in the same cluster is higher, and the similarity of objects in different clusters is smaller. In this step, the K-clustering algorithm is analyzed on the customer included in the feedback information list, and the demarcation value of the cluster (ie, the mean or the central object) is obtained as a threshold. The customer smaller than the threshold is a low-scoring customer, which is greater than the threshold. Customers as high score customers. Step S302: The client corresponding to the data that is greater than the threshold is selected as the target of the recommended follow-up product or service by the analysis result; in step S303, the customer corresponding to the data less than the threshold is filtered to generate a return visit list, and the customer appeal is obtained after the return visit according to the list one by one. Extracting the cause feature and the potential demand feature according to the return visit result; step S304, analyzing the cause feature, generating an improved project form, and transferring the improved project form to an improvement of the service project involved by the relevant department of product development; step S305, After analyzing the potential demand characteristics, a new product development plan form is generated, and the new product development plan form is transferred to the relevant department of product development to set up a new product for different customer groups.

在一个实施例中,根据名单逐一进行回访时的回访方式包括:通过语音电话、电子邮件或App端反馈渠道的回访形式进行的回访方式,或者采用网页问卷形式的回访方式。In one embodiment, the return visit method when the return visit is performed one by one according to the list includes: a return visit mode by means of a voice call, an email or an application back feedback channel, or a return visit mode in the form of a web questionnaire.

在一个实施例中,提出了一种NPS短信调研系统,如图5所示,其包括:调研单元,设置为在业务系统中筛选并提取待调研客户的数据,生成调研名单,按调研名单逐一进行短信调研并收集客户反馈信息,所述客户反馈信息中包含标签数据;提取合并单元,设置为提取客户反馈信息中的标签数据和特征数据后合并,生成具有统一数据格式的反馈信息列表;分析对策单元,设置为对反馈信息列表通过K-聚类算法进行分析后筛选出两类客户群体,分别为高分值客户群体和低分值客户群体,高分值客户群体作为推荐后续产品或者服务的对象,对低分值客户群体生成回访名单,通过预设的回访方式进行定期维护和梳理, 制定挽回客户的方式。In an embodiment, an NPS short message research system is proposed, as shown in FIG. 5, which includes: a research unit, configured to filter and extract data of a customer to be researched in a business system, generate a research list, and select one by one according to a research list. Performing short message research and collecting customer feedback information, the customer feedback information includes tag data; extracting and merging unit, setting to extract tag data and feature data in customer feedback information and merging, generating a feedback information list with unified data format; analyzing The countermeasure unit is set to analyze the feedback information list through the K-clustering algorithm and filter out two types of customer groups, namely a high score customer group and a low score customer group, and the high score customer group as a recommended follow-up product or service. The object is to generate a return visit list for the low-scoring customer group, perform regular maintenance and sorting through the preset return visit method, and formulate the way to recover the customer.

在一个实施例中,如图6所示,调研单元包括:客户数据获取模块,设置为选定业务系统中的业务种类后获取对应的客户表单并提取出其中具备完整基础信息的客户数据记录;客户数据记录判断模块,设置为判断提取的客户数据记录中的联络方式是否完整且合法,当至少一项联络方式是完整且合法时,将该客户数据记录添加至一待调研表单中,当无完整联络方式时,将该客户数据记录存入一待确认联络方式表后转至售后部门进行信息补充,待补充的至少一项联络方式为完整且合法后将客户数据记录追加至所述待调研表单中;客户分类模块,设置为将待调研表单汇总的客户按第一分类规则进行分类统计后生成不同的待调研客户序列,其中,所述第一分类规则包括:按投保年份进行的分类、按投保次数进行的分类、按签约人所在地进行的分类或按签约人所从事行业进行分类,通过所述第一分类规则生成待调研客户序列;调研消息预制模块,设置为预先存储待发送消息列表,所述待发送消息列表中包括至少一条待发送消息记录,其中的任一待发送消息记录为采用特定的范文格式编撰的调研文本,向客户调研后获取调研结果,通过所述待调研表单中的客户联络信息发至客户处以便获取调研结果,其中,任一待调研客户序列均准备至少一条待发送短信的格式文本;消息推送模块,设置为选取任一待发送消息记录后将其推送至对应的待调研客户序列中的每一个客户,并建立对应的信息反馈列表,记录客户是否有回复以及回复内容。In an embodiment, as shown in FIG. 6, the research unit includes: a customer data acquisition module, configured to acquire a corresponding customer form after selecting a service category in the business system, and extract a customer data record having complete basic information therein; The customer data record judging module is configured to judge whether the contact information in the extracted customer data record is complete and legal, and when at least one contact method is complete and legal, the customer data record is added to a pending research form, when no In the complete contact mode, the customer data record is stored in a confirmation contact form and transferred to the after-sales department for information supplementation. At least one contact method to be supplemented is complete and legal, and the customer data record is added to the research to be investigated. In the form, the customer classification module is configured to generate a different customer sequence to be investigated according to the first classification rule by the customer who summarizes the form to be researched, wherein the first classification rule includes: classification according to the year of insured, Classification by number of insured times, classification by contractor location or by contractor The industry involved is classified, and the customer classification sequence is generated by the first classification rule; the research message prefabrication module is configured to pre-store the to-be-sent message list, and the to-be-sent message list includes at least one to-be-sent message record, wherein Any pending message is recorded as a research text compiled in a specific template format, and the research result is obtained after the customer is researched, and the customer contact information in the form to be researched is sent to the customer to obtain the research result, wherein any one is to be The research client sequence is prepared with at least one format text to be sent by the message; the message pushing module is configured to select any record to be sent and push it to each customer in the corresponding customer sequence to be investigated, and establish corresponding information feedback. A list that records whether the customer has a response and a response.

在一个实施例中,如图7所示,提取合并单元包括:回复分类模块,设置为制定统计周期表,根据其内预先制定的统计周期,每个周期将客户按是否有回复进行分类,分为已回复和未回复两类;待确认信息生成模块,设置为汇总未回复的客户名单生成一待确认表,设置为转至售后部门确认客户未回复的事由,以便确认这类客户是否具有继续维护的价值;已回复信息汇总模块,设置为汇总已回复的客户名单,将这类客户的完整基础信息中的部分字段数据提取后与该客户反馈信息中的标签数据一起记录至一反馈信息列表。In an embodiment, as shown in FIG. 7, the extracting and merging unit comprises: a reply sorting module, configured to formulate a statistical periodic table, and according to a pre-defined statistical period therein, each period sorts the customer according to whether there is a reply, and points There are two types of replies and non-reply; the information to be confirmed module is set to generate a pending confirmation list for the unreviewed customer list, and is set to go to the after-sales department to confirm the customer's failure to reply, in order to confirm whether such customers have continued. The value of the maintenance; the reply information summary module is set to summarize the customer list that has been replied, and part of the field data in the complete basic information of such customer is extracted and recorded together with the tag data in the customer feedback information to a feedback information list. .

在一个实施例中,如图8所示,分析对策单元包括:特征分析模块,设置为利用K-聚类算法对反馈信息列表进行特征分析,根据分析结果选定其中的数据分布的分界值作为阈值,以小于该阈值(位于阈值分布左侧)对应的客户作为低分值客户,以大于该阈值(位于阈值分布右侧)对应的客户作为高分值客 户,从而挖掘出适合每类特征客户的需求;潜在客户选取模块,设置为通过分析结果选定大于阈值的数据所对应的客户作为推荐后续产品或者服务的对象;回访名单生成模块,设置为筛选小于阈值的数据对应的客户后生成回访名单,根据名单逐一进行回访后获取客户诉求,根据回访结果提炼出原因特征和潜在需求特征;原因特征对策模块,设置为分析原因特征后生成改进项目表单,将所述改进项目表单转至产品开发的相关部门对其中涉及的服务项目的改进;潜在需求特征对策模块,设置为分析潜在需求特征后生成新产品开发计划表单,将所述新产品开发计划表单转至产品开发的相关部门设置为开发针对不同客户群体的新产品。In an embodiment, as shown in FIG. 8, the analysis countermeasure unit includes: a feature analysis module configured to perform feature analysis on the feedback information list by using a K-clustering algorithm, and select a boundary value of the data distribution according to the analysis result as The threshold value is a low-value customer with a customer corresponding to the threshold (on the left side of the threshold distribution), and a customer corresponding to the threshold (on the right side of the threshold distribution) as a high-scoring customer, thereby excavating a customer suitable for each type of feature. The potential customer selection module is configured to select a customer corresponding to the data larger than the threshold by the analysis result as the object of the recommended follow-up product or service; the return list generation module is set to filter the customer corresponding to the data less than the threshold to generate a return visit The list is obtained after the return visit according to the list, and the customer's appeal is obtained. According to the return visit result, the reason feature and the potential demand feature are extracted. The reason feature countermeasure module is set to analyze the cause feature and generate an improved project form, and the improved project form is transferred to the product development. Relevant departments to improve the service items involved Measure of potential demand module, is set to feature after analysis of the potential demand for new product development programs generate the form, the form of new product development plans go to the relevant departments of product development to develop new products for different customer groups.

在一个实施例中,回访名单生成模块中的回访方式包括:通过语音电话、电子邮件或App端反馈渠道的回访形式进行的回访方式,或者采用网页问卷形式的回访方式。In an embodiment, the return visit mode in the return visit list generating module includes: a return visit mode by means of a voice call, an email, or a return visit form of an App-side feedback channel, or a return visit mode in the form of a webpage questionnaire.

在一个实施例中,提出了一种计算机设备,包括存储器和处理器,存储器中存储有计算机可读指令,计算机可读指令被处理器执行时,使得处理器执行计算机程序时实现上述各实施例里NPS短信调研方法中的步骤。In one embodiment, a computer apparatus is provided comprising a memory and a processor having stored therein computer readable instructions that, when executed by a processor, cause the processor to execute the computer program to implement the various embodiments described above The steps in the NPS SMS survey method.

在一个实施例中,提出了一种存储有计算机可读指令的存储介质,计算机可读指令被一个或多个处理器执行时,使得一个或多个处理器执行上述各实施例里NPS短信调研方法中的步骤。其中,存储介质可以为非易失性存储介质。In one embodiment, a storage medium storing computer readable instructions is provided that, when executed by one or more processors, cause one or more processors to perform NPS short message research in the various embodiments described above The steps in the method. The storage medium may be a non-volatile storage medium.

本领域普通技术人员可以理解上述实施例的各种方法中的全部或部分步骤是可以通过程序来指令相关的硬件来完成,该程序可以存储于一计算机可读存储介质中,存储介质可以包括:只读存储器(ROM,Read Only Memory)、随机存取存储器(RAM,Random Access Memory)、磁盘或光盘等。A person skilled in the art may understand that all or part of the various steps of the foregoing embodiments may be performed by a program to instruct related hardware. The program may be stored in a computer readable storage medium, and the storage medium may include: Read Only Memory (ROM), Random Access Memory (RAM), disk or optical disk.

以上所述实施例的各技术特征可以进行任意的组合,为使描述简洁,未对上述实施例中的各个技术特征所有可能的组合都进行描述,然而,只要这些技术特征的组合不存在矛盾,都应当认为是本说明书记载的范围。The technical features of the above-described embodiments may be arbitrarily combined. For the sake of brevity of description, all possible combinations of the technical features in the above embodiments are not described. However, as long as there is no contradiction between the combinations of these technical features, All should be considered as the scope of this manual.

以上所述实施例仅表达了本申请一些示例性实施例,其描述较为具体和详细,但并不能因此而理解为对本申请专利范围的限制。应当指出的是,对于本领域的普通技术人员来说,在不脱离本申请构思的前提下,还可以做出若干变形和改进,这些都属于本申请的保护范围。因此,本申请专利的保护范围应以所附权利要求为准。The above-described embodiments are only illustrative of some exemplary embodiments of the present application, and the description thereof is more specific and detailed, and is not to be construed as limiting the scope of the claims. It should be noted that a number of variations and modifications may be made by those skilled in the art without departing from the spirit and scope of the present application. Therefore, the scope of the invention should be determined by the appended claims.

Claims (20)

一种NPS短信调研方法,包括:An NPS short message research method, including: 在业务系统中筛选并提取待调研客户的数据,生成调研名单,按调研名单逐一进行短信调研并收集客户反馈信息,所述客户反馈信息中包含标签数据;Filtering and extracting data of the customer to be researched in the business system, generating a research list, conducting short message research and collecting customer feedback information according to the research list, and the customer feedback information includes tag data; 提取客户反馈信息中的标签数据和特征数据后合并,生成具有统一数据格式的反馈信息列表;Extracting the tag data and the feature data in the customer feedback information and combining them to generate a feedback information list having a unified data format; 对反馈信息列表通过K-聚类算法进行分析后筛选出两类客户群体,分别为高分值客户群体和低分值客户群体,高分值客户群体作为推荐后续产品或者服务的对象,对低分值客户群体生成回访名单,通过预设的回访方式进行定期维护和梳理。After analyzing the feedback information list through K-clustering algorithm, two types of customer groups are selected, which are high-scoring customer group and low-scoring customer group respectively. The high-scoring customer group is the target of recommended follow-up products or services. The score customer group generates a return visit list, which is regularly maintained and sorted through a preset return visit method. 根据权利要求1所述的NPS短信调研方法,其中,所述在业务系统中筛选并提取待调研客户的数据,生成调研名单,按调研名单逐一进行短信调研并收集客户反馈信息包括:The NPS short message research method according to claim 1, wherein the filtering and extracting data of the customer to be researched in the business system, generating a research list, and performing the short message research and collecting the customer feedback information according to the research list include: 选定业务系统中的某一业务种类,获取对应的客户表单并提取出其中具备完整基础信息的客户数据记录;Select a certain business category in the business system, obtain the corresponding customer form, and extract the customer data record with complete basic information; 判断提取的客户数据记录中的联络方式是否完整且合法,当至少一项联络方式是完整且合法时,将该客户数据记录添加至一待调研表单中,当无完整联络方式时,将该客户数据记录存入一待确认联络方式表后转至售后部门进行信息补充,待补充的至少一项联络方式为完整且合法后将客户数据记录追加至所述待调研表单中;Determining whether the contact information in the extracted customer data record is complete and legal. When at least one contact method is complete and legal, the customer data record is added to a pending research form, and when there is no complete contact method, the customer is After the data record is stored in the confirmation contact form, the information is transferred to the after-sales department for information supplementation, and at least one contact method to be supplemented is complete and legal, and the customer data record is added to the to-be-invested form; 将待调研表单汇总的客户按第一分类规则进行分类统计后生成不同的待调研客户序列,其中,所述第一分类规则包括:按投保年份进行的分类、按投保次数进行的分类、按签约人所在地进行的分类或按签约人所从事行业进行的分类,通过所述第一分类规则生成待调研客户序列;The customer that summarizes the form to be researched is classified according to the first classification rule to generate different customer sequence to be investigated, wherein the first classification rule includes: classification according to the year of insurance, classification according to the number of insurances, and signing according to the contract. Classification of the location of the person or classification by the industry in which the contractor engages, and generating a customer sequence to be investigated through the first classification rule; 预先存储一待发送消息列表,所述待发送消息列表中包括至少一条待发送消息记录,其中的任一待发送消息记录为采用特定的范文格式编撰的调研文本,设置为向客户调研后获取调研结果,通过所述待调研表单中的客户联络信息发至客户处以便获取调研结果,其中,任一待调研客户序列均准备至少一条待发送短信的格式文本;Pre-storing a list of to-be-sent messages, the to-be-sent message list includes at least one to-be-sent message record, and any one of the to-be-sent message records is a research text compiled in a specific template format, and is set to obtain a survey after researching the customer. As a result, the customer contact information in the form to be researched is sent to the customer to obtain the research result, wherein any sample of the customer to be researched prepares at least one format text of the short message to be sent; 选取任一待发送消息记录后将其推送至对应的待调研客户序列中的每一个客户,并建立对应的信息反馈列表,设置为记录客户是否有回复以及回复内容。After selecting any record to be sent, push it to each customer in the corresponding customer sequence to be investigated, and establish a corresponding information feedback list, which is set to record whether the customer has a reply and reply content. 根据权利要求2所述的NPS短信调研方法,其中,所述提取客户反馈信息中的标签数据和特征数据后合并,生成具有统一数据格式的反馈信息列表包括:The NPS short message research method according to claim 2, wherein the extracting the tag data and the feature data in the customer feedback information and combining them to generate a feedback information list having a unified data format includes: 制定一统计周期表,根据其内预先制定的统计周期,每个周期将客户按是否有回复进行分类,分为已回复和未回复两类;Develop a statistical periodic table, according to the pre-established statistical cycle, each cycle will classify the customer according to whether there is a reply, divided into two categories: replies and non-responses; 汇总未回复的客户名单生成一待确认表,设置为转至售后部门确认客户未回复的事由,以便确认这类客户是否具有继续维护的价值;Aggregate the unreacted customer list to generate a pending confirmation form, set to transfer to the after-sales department to confirm the customer's failure to reply, in order to confirm whether such customers have the value of continuing maintenance; 汇总已回复的客户名单,将这类客户的完整基础信息中的部分字段数据提取后与该客户反馈信息中的标签数据一起记录至一反馈信息列表。The customer list that has been replied is summarized, and part of the field data in the complete basic information of such customer is extracted and recorded together with the tag data in the customer feedback information to a feedback information list. 根据权利要求3所述的NPS短信调研方法,其中,所述对反馈信息列表通过K-聚类算法进行分析后筛选出两类客户群体,分别为高分值客户群体和低分值客户群体,高分值客户群体作为推荐后续产品或者服务的对象,对低分值客户群体生成回访名单,通过预设的回访方式进行定期维护和梳理包括:The NPS short message research method according to claim 3, wherein the feedback information list is analyzed by a K-clustering algorithm, and two types of customer groups are selected, which are a high score customer group and a low score customer group, respectively. The high-scoring customer group, as the object of recommending the follow-up product or service, generates a return visit list for the low-scoring customer group, and performs regular maintenance and combing through the preset return visit method, including: 利用K-聚类算法对反馈信息列表进行特征分析,根据分析结果选定其中的数据分布的分界值作为阈值,以小于该阈值对应的客户作为低分值客户,以大于该阈值对应的客户作为高分值客户,从而挖掘出适合每类特征客户的需求;The K-clustering algorithm is used to analyze the feature information list, and the demarcation value of the data distribution is selected as the threshold according to the analysis result, and the customer corresponding to the threshold is used as the low-scoring customer, and the customer corresponding to the threshold is used as the customer corresponding to the threshold. High-value customers, so as to dig out the needs of each type of customer; 通过分析结果选定大于阈值的数据所对应的客户作为推荐后续产品或者服务的对象;The customer corresponding to the data larger than the threshold is selected as the object of recommending the follow-up product or service through the analysis result; 筛选小于阈值的数据对应的客户后生成回访名单,根据名单逐一进行回访后获取客户诉求,根据回访结果提炼出原因特征和潜在需求特征;After filtering the customer corresponding to the data smaller than the threshold, a return visit list is generated, and the customer appeal is obtained after the return visit according to the list, and the reason feature and the potential demand feature are extracted according to the return visit result; 分析原因特征后生成改进项目表单,将所述改进项目表单转至产品开发的相关部门对其中涉及的服务项目的改进;After analyzing the cause characteristics, generating an improved project form, and transferring the improved project form to the relevant department of the product development to improve the service items involved therein; 分析潜在需求特征后生成新产品开发计划表单,将所述新产品开发计划表单转至产品开发的相关部门设置为开发针对不同客户群体的新产品。After analyzing the potential demand characteristics, a new product development plan form is generated, and the new product development plan form is transferred to the relevant department of product development to set up a new product for different customer groups. 根据权利要求4所述的NPS短信调研方法,其中,所述根据名单逐一进行回访时的回访方式包括:The NPS short message research method according to claim 4, wherein the returning mode when the returning one by one according to the list is performed one by one includes: 通过语音电话、电子邮件或App端反馈渠道的回访形式进行的回访方式,或者采用网页问卷形式的回访方式。A return visit method in the form of a return call by voice call, email or App-side feedback channel, or a return visit method in the form of a web questionnaire. 一种NPS短信调研系统,包括:An NPS short message research system, including: 调研单元,设置为在业务系统中筛选并提取待调研客户的数据,生成调研 名单,按调研名单逐一进行短信调研并收集客户反馈信息,所述客户反馈信息中包含标签数据;The research unit is configured to filter and extract data of the customer to be researched in the business system, generate a research list, perform short message research and collect customer feedback information according to the research list, and the customer feedback information includes tag data; 提取合并单元,设置为提取客户反馈信息中的标签数据和特征数据后合并,生成具有统一数据格式的反馈信息列表;Extracting the merging unit, setting to extract the tag data and the feature data in the customer feedback information and merging, and generating a feedback information list having a unified data format; 分析对策单元,设置为对反馈信息列表通过K-聚类算法进行分析后筛选出两类客户群体,分别为高分值客户群体和低分值客户群体,高分值客户群体作为推荐后续产品或者服务的对象,对低分值客户群体生成回访名单,通过预设的回访方式进行定期维护和梳理。The analysis countermeasure unit is set to analyze the feedback information list through the K-clustering algorithm and filter out two types of customer groups, namely a high score customer group and a low score customer group, and the high score customer group as a recommended follow-up product or The object of the service generates a return visit list for the low-scoring customer group, and performs regular maintenance and grooming through the preset return visit method. 根据权利要求6所述的NPS短信调研系统,其中,所述调研单元还包括:The NPS short message research system of claim 6, wherein the research unit further comprises: 客户数据获取模块,设置为选定业务系统中的业务种类后获取对应的客户表单并提取出其中具备完整基础信息的客户数据记录;The customer data obtaining module is configured to obtain a corresponding customer form after selecting a business category in the selected business system, and extract a customer data record having complete basic information therein; 客户数据记录判断模块,设置为判断提取的客户数据记录中的联络方式是否完整且合法,当至少一项联络方式是完整且合法时,将该客户数据记录添加至一待调研表单中,当无完整联络方式时,将该客户数据记录存入一待确认联络方式表后转至售后部门进行信息补充,待补充的至少一项联络方式为完整且合法后将客户数据记录追加至所述待调研表单中;The customer data record judging module is configured to judge whether the contact information in the extracted customer data record is complete and legal, and when at least one contact method is complete and legal, the customer data record is added to a pending research form, when no In the complete contact mode, the customer data record is stored in a confirmation contact form and transferred to the after-sales department for information supplementation. At least one contact method to be supplemented is complete and legal, and the customer data record is added to the research to be investigated. In the form; 客户分类模块,设置为将待调研表单汇总的客户按第一分类规则进行分类统计后生成不同的待调研客户序列,其中,所述第一分类规则包括:按投保年份进行的分类、按投保次数进行的分类、按签约人所在地进行的分类或按签约人所从事行业进行的分类,通过所述第一分类规则生成待调研客户序列;The customer classification module is configured to generate a different customer sequence to be investigated according to the first classification rule, and the first classification rule includes: classification according to the insured year, according to the number of insurance applications. The classification to be carried out, the classification according to the location of the contractor or the classification by the industry in which the contractor engages, and the customer sequence to be investigated is generated by the first classification rule; 调研消息预制模块,设置为预先存储待发送消息列表,所述待发送消息列表中包括至少一条待发送消息记录,其中的任一待发送消息记录为采用特定的范文格式编撰的调研文本,向客户调研后获取调研结果,通过所述待调研表单中的客户联络信息发至客户处以便获取调研结果,其中,任一待调研客户序列均准备至少一条待发送短信的格式文本;The research message prefabrication module is configured to pre-store a list of to-be-sent messages, where the to-be-sent message list includes at least one to-be-sent message record, and any one of the to-be-sent message records is a research text compiled in a specific template format, and is sent to the client. After the investigation, the research result is obtained, and the customer contact information in the form to be researched is sent to the customer to obtain the research result, wherein any sample of the customer to be researched prepares at least one format text of the short message to be sent; 消息推送模块,设置为选取任一待发送消息记录后将其推送至对应的待调研客户序列中的每一个客户,并建立对应的信息反馈列表,记录客户是否有回复以及回复内容。The message pushing module is configured to select any record to be sent and push it to each customer in the corresponding customer sequence to be investigated, and establish a corresponding information feedback list to record whether the customer has a reply and a reply content. 根据权利要求7所述的NPS短信调研系统,其中,所述提取合并单元包括:The NPS short message research system of claim 7, wherein the extracting and merging unit comprises: 回复分类模块,设置为制定统计周期表,根据其内预先制定的统计周期,每个周期将客户按是否有回复进行分类,分为已回复和未回复两类;The reply classification module is set to formulate a statistical periodic table. According to the pre-established statistical period, each cycle classifies the customer according to whether there is a reply, and is divided into two categories: replies and non-responses; 待确认信息生成模块,设置为汇总未回复的客户名单生成一待确认表,设置为转至售后部门确认客户未回复的事由,以便确认这类客户是否具有继续维护的价值;The to-be-confirmed information generating module is configured to generate a to-be-confirmed list by summarizing the un-reacted customer lists, and set the reason to the after-sales department to confirm that the customer has not responded, so as to confirm whether such customers have the value of continuing maintenance; 已回复信息汇总模块,设置为汇总已回复的客户名单,将这类客户的完整基础信息中的部分字段数据提取后与该客户反馈信息中的标签数据一起记录至一反馈信息列表。The information summary module has been replied to set up the customer list that has been replied, and part of the field data in the complete basic information of such customer is extracted and recorded together with the tag data in the customer feedback information to a feedback information list. 根据权利要求8所述的NPS短信调研系统,其中,所述分析对策单元包括:The NPS short message research system according to claim 8, wherein the analysis countermeasure unit comprises: 特征分析模块,设置为利用K-聚类算法对反馈信息列表进行特征分析,根据分析结果选定其中的数据分布的分界值作为阈值,以小于该阈值对应的客户作为低分值客户,以大于该阈值对应的客户作为高分值客户,从而挖掘出适合每类特征客户的需求;The feature analysis module is configured to perform feature analysis on the feedback information list by using a K-clustering algorithm, and select a boundary value of the data distribution according to the analysis result as a threshold value, and the customer corresponding to the threshold value is regarded as a low-scoring customer, which is greater than The customer corresponding to the threshold is used as a high-scoring customer to dig out the needs of each type of characteristic customer; 潜在客户选取模块,设置为通过分析结果选定大于阈值的数据所对应的客户作为推荐后续产品或者服务的对象;The potential customer selection module is configured to select a customer corresponding to the data larger than the threshold by using the analysis result as an object of recommending a follow-up product or service; 回访名单生成模块,设置为筛选小于阈值的数据对应的客户后生成回访名单,根据名单逐一进行回访后获取客户诉求,根据回访结果提炼出原因特征和潜在需求特征;The returning list generating module is configured to generate a returning visit list after filtering the customer corresponding to the data smaller than the threshold, obtain a customer appeal according to the list one by one, and extract the reason feature and the potential demand feature according to the returning result; 原因特征对策模块,设置为分析原因特征后生成改进项目表单,将所述改进项目表单转至产品开发的相关部门对其中涉及的服务项目的改进;The reason feature countermeasure module is configured to generate an improvement project form after analyzing the cause feature, and transfer the improved project form to the relevant department of the product development to improve the service item involved therein; 潜在需求特征对策模块,设置为分析潜在需求特征后生成新产品开发计划表单,将所述新产品开发计划表单转至产品开发的相关部门设置为开发针对不同客户群体的新产品。The potential demand feature countermeasure module is configured to generate a new product development plan form after analyzing the potential demand feature, and transfer the new product development plan form to the relevant department of product development to set up a new product for different customer groups. 根据权利要求9所述的NPS短信调研系统,其中,所述回访名单生成模块中的回访方式包括:通过语音电话、电子邮件或App端反馈渠道的回访形式进行的回访方式,或者采用网页问卷形式的回访方式。The NPS short message research system according to claim 9, wherein the return visit mode in the return visit list generating module comprises: a return visit mode by means of a voice call, an email, or a return visit form of an App end feedback channel, or a webpage questionnaire form Way of returning to visit. 一种计算机设备,包括存储器和处理器,所述存储器中存储有计算机可读指令,所述计算机可读指令被所述处理器执行时,使得所述处理器执行以下步骤:A computer device comprising a memory and a processor, the memory storing computer readable instructions, the computer readable instructions being executed by the processor such that the processor performs the following steps: 在业务系统中筛选并提取待调研客户的数据,生成调研名单,按调研名单逐一进行短信调研并收集客户反馈信息,所述客户反馈信息中包含标签数据;Filtering and extracting data of the customer to be researched in the business system, generating a research list, conducting short message research and collecting customer feedback information according to the research list, and the customer feedback information includes tag data; 提取客户反馈信息中的标签数据和特征数据后合并,生成具有统一数据格式的反馈信息列表;Extracting the tag data and the feature data in the customer feedback information and combining them to generate a feedback information list having a unified data format; 对反馈信息列表通过K-聚类算法进行分析后筛选出两类客户群体,分别为高分值客户群体和低分值客户群体,高分值客户群体作为推荐后续产品或者服务的对象,对低分值客户群体生成回访名单,通过预设的回访方式进行定期维护和梳理。After analyzing the feedback information list through K-clustering algorithm, two types of customer groups are selected, which are high-scoring customer group and low-scoring customer group respectively. The high-scoring customer group is the target of recommended follow-up products or services. The score customer group generates a return visit list, which is regularly maintained and sorted through a preset return visit method. 根据权利要求11所述的计算机设备,其中,所述在业务系统中筛选并提取待调研客户的数据,生成调研名单,按调研名单逐一进行短信调研并收集客户反馈信息,使得所述处理器执行以下步骤:The computer device according to claim 11, wherein the filtering and extracting data of the customer to be researched in the business system, generating a research list, performing short message research and collecting customer feedback information according to the research list, so that the processor executes The following steps: 选定业务系统中的某一业务种类,获取对应的客户表单并提取出其中具备完整基础信息的客户数据记录;Select a certain business category in the business system, obtain the corresponding customer form, and extract the customer data record with complete basic information; 判断提取的客户数据记录中的联络方式是否完整且合法,当至少一项联络方式是完整且合法时,将该客户数据记录添加至一待调研表单中,当无完整联络方式时,将该客户数据记录存入一待确认联络方式表后转至售后部门进行信息补充,待补充的至少一项联络方式为完整且合法后将客户数据记录追加至所述待调研表单中;Determining whether the contact information in the extracted customer data record is complete and legal. When at least one contact method is complete and legal, the customer data record is added to a pending research form, and when there is no complete contact method, the customer is After the data record is stored in the confirmation contact form, the information is transferred to the after-sales department for information supplementation, and at least one contact method to be supplemented is complete and legal, and the customer data record is added to the to-be-invested form; 将待调研表单汇总的客户按第一分类规则进行分类统计后生成不同的待调研客户序列,其中,所述第一分类规则包括:按投保年份进行的分类、按投保次数进行的分类、按签约人所在地进行的分类或按签约人所从事行业进行的分类,通过所述第一分类规则生成待调研客户序列;The customer that summarizes the form to be researched is classified according to the first classification rule to generate different customer sequence to be investigated, wherein the first classification rule includes: classification according to the year of insurance, classification according to the number of insurances, and signing according to the contract. Classification of the location of the person or classification by the industry in which the contractor engages, and generating a customer sequence to be investigated through the first classification rule; 预先存储一待发送消息列表,所述待发送消息列表中包括至少一条待发送消息记录,其中的任一待发送消息记录为采用特定的范文格式编撰的调研文本,设置为向客户调研后获取调研结果,通过所述待调研表单中的客户联络信息发至客户处以便获取调研结果,其中,任一待调研客户序列均准备至少一条待发送短信的格式文本;Pre-storing a list of to-be-sent messages, the to-be-sent message list includes at least one to-be-sent message record, and any one of the to-be-sent message records is a research text compiled in a specific template format, and is set to obtain a survey after researching the customer. As a result, the customer contact information in the form to be researched is sent to the customer to obtain the research result, wherein any sample of the customer to be researched prepares at least one format text of the short message to be sent; 选取任一待发送消息记录后将其推送至对应的待调研客户序列中的每一个客户,并建立对应的信息反馈列表,设置为记录客户是否有回复以及回复内容。After selecting any record to be sent, push it to each customer in the corresponding customer sequence to be investigated, and establish a corresponding information feedback list, which is set to record whether the customer has a reply and reply content. 根据权利要求12所述的计算机设备,其中,所述提取客户反馈信息中 的标签数据和特征数据后合并,生成具有统一数据格式的反馈信息列表,使得所述处理器执行以下步骤:The computer device according to claim 12, wherein said extracting tag data and feature data in the customer feedback information are combined and generating a feedback information list having a unified data format, such that said processor performs the following steps: 制定一统计周期表,根据其内预先制定的统计周期,每个周期将客户按是否有回复进行分类,分为已回复和未回复两类;Develop a statistical periodic table, according to the pre-established statistical cycle, each cycle will classify the customer according to whether there is a reply, divided into two categories: replies and non-responses; 汇总未回复的客户名单生成一待确认表,设置为转至售后部门确认客户未回复的事由,以便确认这类客户是否具有继续维护的价值;Aggregate the unreacted customer list to generate a pending confirmation form, set to transfer to the after-sales department to confirm the customer's failure to reply, in order to confirm whether such customers have the value of continuing maintenance; 汇总已回复的客户名单,将这类客户的完整基础信息中的部分字段数据提取后与该客户反馈信息中的标签数据一起记录至一反馈信息列表。The customer list that has been replied is summarized, and part of the field data in the complete basic information of such customer is extracted and recorded together with the tag data in the customer feedback information to a feedback information list. 根据权利要求13所述的计算机设备,其中,所述对反馈信息列表通过K-聚类算法进行分析后筛选出两类客户群体,分别为高分值客户群体和低分值客户群体,高分值客户群体作为推荐后续产品或者服务的对象,对低分值客户群体生成回访名单,通过预设的回访方式进行定期维护和梳理,使得所述处理器执行以下步骤:The computer device according to claim 13, wherein the pair of feedback information is analyzed by a K-clustering algorithm, and two types of customer groups are selected, which are a high score customer group and a low score customer group, and the high score is As a target for recommending a follow-up product or service, the value customer group generates a return visit list for the low-scoring customer group, and performs regular maintenance and combing through a preset return visit mode, so that the processor performs the following steps: 利用K-聚类算法对反馈信息列表进行特征分析,根据分析结果选定其中的数据分布的分界值作为阈值,以小于该阈值对应的客户作为低分值客户,以大于该阈值对应的客户作为高分值客户,从而挖掘出适合每类特征客户的需求;The K-clustering algorithm is used to analyze the feature information list, and the demarcation value of the data distribution is selected as the threshold according to the analysis result, and the customer corresponding to the threshold is used as the low-scoring customer, and the customer corresponding to the threshold is used as the customer corresponding to the threshold. High-value customers, so as to dig out the needs of each type of customer; 通过分析结果选定大于阈值的数据所对应的客户作为推荐后续产品或者服务的对象;The customer corresponding to the data larger than the threshold is selected as the object of recommending the follow-up product or service through the analysis result; 筛选小于阈值的数据对应的客户后生成回访名单,根据名单逐一进行回访后获取客户诉求,根据回访结果提炼出原因特征和潜在需求特征;After filtering the customer corresponding to the data smaller than the threshold, a return visit list is generated, and the customer appeal is obtained after the return visit according to the list, and the reason feature and the potential demand feature are extracted according to the return visit result; 分析原因特征后生成改进项目表单,将所述改进项目表单转至产品开发的相关部门对其中涉及的服务项目的改进;After analyzing the cause characteristics, generating an improved project form, and transferring the improved project form to the relevant department of the product development to improve the service items involved therein; 分析潜在需求特征后生成新产品开发计划表单,将所述新产品开发计划表单转至产品开发的相关部门设置为开发针对不同客户群体的新产品。After analyzing the potential demand characteristics, a new product development plan form is generated, and the new product development plan form is transferred to the relevant department of product development to set up a new product for different customer groups. 根据权利要求14所述的计算机设备,其中,所述根据名单逐一进行回访时,使得所述处理器执行以下步骤:The computer device according to claim 14, wherein said said processor performs the following steps when said returning to the list one by one is performed: 通过语音电话、电子邮件或App端反馈渠道的回访形式进行的回访方式,或者采用网页问卷形式的回访方式。A return visit method in the form of a return call by voice call, email or App-side feedback channel, or a return visit method in the form of a web questionnaire. 一种存储有计算机可读指令的存储介质,所述计算机可读指令被一个或多个处理器执行时,使得一个或多个处理器执行以下步骤:A storage medium storing computer readable instructions that, when executed by one or more processors, cause one or more processors to perform the steps of: 在业务系统中筛选并提取待调研客户的数据,生成调研名单,按调研名单逐一进行短信调研并收集客户反馈信息,所述客户反馈信息中包含标签数据;Filtering and extracting data of the customer to be researched in the business system, generating a research list, conducting short message research and collecting customer feedback information according to the research list, and the customer feedback information includes tag data; 提取客户反馈信息中的标签数据和特征数据后合并,生成具有统一数据格式的反馈信息列表;Extracting the tag data and the feature data in the customer feedback information and combining them to generate a feedback information list having a unified data format; 对反馈信息列表通过K-聚类算法进行分析后筛选出两类客户群体,分别为高分值客户群体和低分值客户群体,高分值客户群体作为推荐后续产品或者服务的对象,对低分值客户群体生成回访名单,通过预设的回访方式进行定期维护和梳理。After analyzing the feedback information list through K-clustering algorithm, two types of customer groups are selected, which are high-scoring customer group and low-scoring customer group respectively. The high-scoring customer group is the target of recommended follow-up products or services. The score customer group generates a return visit list, which is regularly maintained and sorted through a preset return visit method. 根据权利要求16所述的存储介质,其中,所述在业务系统中筛选并提取待调研客户的数据,生成调研名单,按调研名单逐一进行短信调研并收集客户反馈信息,使得一个或多个处理器执行以下步骤:The storage medium according to claim 16, wherein the filtering and extracting data of the customer to be researched in the business system, generating a research list, conducting short message research and collecting customer feedback information according to the research list, and causing one or more processing Perform the following steps: 选定业务系统中的某一业务种类,获取对应的客户表单并提取出其中具备完整基础信息的客户数据记录;Select a certain business category in the business system, obtain the corresponding customer form, and extract the customer data record with complete basic information; 判断提取的客户数据记录中的联络方式是否完整且合法,当至少一项联络方式是完整且合法时,将该客户数据记录添加至一待调研表单中,当无完整联络方式时,将该客户数据记录存入一待确认联络方式表后转至售后部门进行信息补充,待补充的至少一项联络方式为完整且合法后将客户数据记录追加至所述待调研表单中;Determining whether the contact information in the extracted customer data record is complete and legal. When at least one contact method is complete and legal, the customer data record is added to a pending research form, and when there is no complete contact method, the customer is After the data record is stored in the confirmation contact form, the information is transferred to the after-sales department for information supplementation, and at least one contact method to be supplemented is complete and legal, and the customer data record is added to the to-be-invested form; 将待调研表单汇总的客户按第一分类规则进行分类统计后生成不同的待调研客户序列,其中,所述第一分类规则包括:按投保年份进行的分类、按投保次数进行的分类、按签约人所在地进行的分类或按签约人所从事行业进行的分类,通过所述第一分类规则生成待调研客户序列;The customer that summarizes the form to be researched is classified according to the first classification rule to generate different customer sequence to be investigated, wherein the first classification rule includes: classification according to the year of insurance, classification according to the number of insurances, and signing according to the contract. Classification of the location of the person or classification by the industry in which the contractor engages, and generating a customer sequence to be investigated through the first classification rule; 预先存储一待发送消息列表,所述待发送消息列表中包括至少一条待发送消息记录,其中的任一待发送消息记录为采用特定的范文格式编撰的调研文本,设置为向客户调研后获取调研结果,通过所述待调研表单中的客户联络信息发至客户处以便获取调研结果,其中,任一待调研客户序列均准备至少一条待发送短信的格式文本;Pre-storing a list of to-be-sent messages, the to-be-sent message list includes at least one to-be-sent message record, and any one of the to-be-sent message records is a research text compiled in a specific template format, and is set to obtain a survey after researching the customer. As a result, the customer contact information in the form to be researched is sent to the customer to obtain the research result, wherein any sample of the customer to be researched prepares at least one format text of the short message to be sent; 选取任一待发送消息记录后将其推送至对应的待调研客户序列中的每一个客户,并建立对应的信息反馈列表,设置为记录客户是否有回复以及回复内容。After selecting any record to be sent, push it to each customer in the corresponding customer sequence to be investigated, and establish a corresponding information feedback list, which is set to record whether the customer has a reply and reply content. 根据权利要求17所述的存储介质,其中,所述提取客户反馈信息中的 标签数据和特征数据后合并,生成具有统一数据格式的反馈信息列表,使得一个或多个处理器执行以下步骤:The storage medium according to claim 17, wherein the extracting the tag data and the feature data in the customer feedback information and combining them to generate a feedback information list having a unified data format, such that the one or more processors perform the following steps: 制定一统计周期表,根据其内预先制定的统计周期,每个周期将客户按是否有回复进行分类,分为已回复和未回复两类;Develop a statistical periodic table, according to the pre-established statistical cycle, each cycle will classify the customer according to whether there is a reply, divided into two categories: replies and non-responses; 汇总未回复的客户名单生成一待确认表,设置为转至售后部门确认客户未回复的事由,以便确认这类客户是否具有继续维护的价值;Aggregate the unreacted customer list to generate a pending confirmation form, set to transfer to the after-sales department to confirm the customer's failure to reply, in order to confirm whether such customers have the value of continuing maintenance; 汇总已回复的客户名单,将这类客户的完整基础信息中的部分字段数据提取后与该客户反馈信息中的标签数据一起记录至一反馈信息列表。The customer list that has been replied is summarized, and part of the field data in the complete basic information of such customer is extracted and recorded together with the tag data in the customer feedback information to a feedback information list. 根据权利要求18所述的存储介质,其中,所述对反馈信息列表通过K-聚类算法进行分析后筛选出两类客户群体,分别为高分值客户群体和低分值客户群体,高分值客户群体作为推荐后续产品或者服务的对象,对低分值客户群体生成回访名单,通过预设的回访方式进行定期维护和梳理,使得一个或多个处理器执行以下步骤:The storage medium according to claim 18, wherein the pair of feedback information is analyzed by a K-clustering algorithm, and two types of customer groups are selected, which are a high score customer group and a low score customer group, and the high score is As a target for recommending a follow-up product or service, the value customer group generates a return visit list for the low-scoring customer group, and performs regular maintenance and combing through a preset return visit mode, so that one or more processors perform the following steps: 利用K-聚类算法对反馈信息列表进行特征分析,根据分析结果选定其中的数据分布的分界值作为阈值,以小于该阈值对应的客户作为低分值客户,以大于该阈值对应的客户作为高分值客户,从而挖掘出适合每类特征客户的需求;The K-clustering algorithm is used to analyze the feature information list, and the demarcation value of the data distribution is selected as the threshold according to the analysis result, and the customer corresponding to the threshold is used as the low-scoring customer, and the customer corresponding to the threshold is used as the customer corresponding to the threshold. High-value customers, so as to dig out the needs of each type of customer; 通过分析结果选定大于阈值的数据所对应的客户作为推荐后续产品或者服务的对象;The customer corresponding to the data larger than the threshold is selected as the object of recommending the follow-up product or service through the analysis result; 筛选小于阈值的数据对应的客户后生成回访名单,根据名单逐一进行回访后获取客户诉求,根据回访结果提炼出原因特征和潜在需求特征;After filtering the customer corresponding to the data smaller than the threshold, a return visit list is generated, and the customer appeal is obtained after the return visit according to the list, and the reason feature and the potential demand feature are extracted according to the return visit result; 分析原因特征后生成改进项目表单,将所述改进项目表单转至产品开发的相关部门对其中涉及的服务项目的改进;After analyzing the cause characteristics, generating an improved project form, and transferring the improved project form to the relevant department of the product development to improve the service items involved therein; 分析潜在需求特征后生成新产品开发计划表单,将所述新产品开发计划表单转至产品开发的相关部门设置为开发针对不同客户群体的新产品。After analyzing the potential demand characteristics, a new product development plan form is generated, and the new product development plan form is transferred to the relevant department of product development to set up a new product for different customer groups. 根据权利要求19所述的存储介质,其中,所述根据名单逐一进行回访时,使得一个或多个处理器执行以下步骤:The storage medium according to claim 19, wherein said one or more processors perform the following steps when said returning one by one according to a list: 通过语音电话、电子邮件或App端反馈渠道的回访形式进行的回访方式,或者采用网页问卷形式的回访方式。A return visit method in the form of a return call by voice call, email or App-side feedback channel, or a return visit method in the form of a web questionnaire.
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