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1. (WO2019024595) PRIORITY-BASED CLIENT FOLLOW-UP METHOD, ELECTRONIC APPARATUS AND READABLE STORAGE MEDIUM
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Pub. No.: WO/2019/024595 International Application No.: PCT/CN2018/089726
Publication Date: 07.02.2019 International Filing Date: 03.06.2018
IPC:
G06Q 30/00 (2012.01) ,G06Q 30/02 (2012.01)
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
30
Commerce, e.g. shopping or e-commerce
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
30
Commerce, e.g. shopping or e-commerce
02
Marketing, e.g. market research and analysis, surveying, promotions, advertising, buyer profiling, customer management or rewards; Price estimation or determination
Applicants:
平安科技(深圳)有限公司 PING AN TECHNOLOGY (SHENZHEN) CO., LTD. [CN/CN]; 中国广东省深圳市 福田区八卦岭八卦三路平安大厦六楼 6F, Ping An Building, Bagua 3rd Road, Bagualing, Futian District Shenzhen, Guangdong 518000, CN
Inventors:
晏湘涛 YAN, XiangTao; CN
Agent:
深圳市沃德知识产权代理事务所(普通合伙) SHENZHEN WORLD INTELLECTUAL PROPERTY AGENCY (GENERAL PARTNERSHIP ); 中国广东省深圳市 福田区园岭街道八卦四路10号中浩大厦1528-1530室于志光 Yu, Zhiguang Room 1528-1530, Zhonghao Building, No.10 of Bagua Fourth Road, Yuanling Street, Futian District Shenzhen, Guangdong 518000, CN
Priority Data:
201710658111.504.08.2017CN
Title (EN) PRIORITY-BASED CLIENT FOLLOW-UP METHOD, ELECTRONIC APPARATUS AND READABLE STORAGE MEDIUM
(FR) PROCÉDÉ DE SUIVI DE CLIENTS À BASE DE PRIORITÉS, APPAREIL ÉLECTRONIQUE ET SUPPORT D’INFORMATIONS LISIBLE
(ZH) 基于优先级的客户跟进方法、电子装置及可读存储介质
Abstract:
(EN) The present application relates to a priority-based client follow-up method, an electronic apparatus and a readable storage medium. The method comprises: acquiring a current task state of each client to be followed up, and setting a corresponding weight according to the current task state of each client to be followed up; acquiring a latest reservation follow-up time point of each client to be followed up; determining, on the basis of a pre-set rule, a follow-up priority of each client to be followed up, according to the weight and the latest reservation follow-up time point corresponding to each client to be followed up; and ordering and showing each client to be followed up on the basis of the level of the follow-up priority, so that a user timely follows up clients to be followed up with a high priority. According to the present application, the effectiveness and performance of client follow-up in remote service and marketing are improved.
(FR) La présente invention concerne un procédé de suivi de clients à base de priorités, un appareil électronique et un support d’informations lisible. Le procédé comprend : l’acquisition d’un état de tâche actuel de chaque client à suivre et le réglage d’un poids correspondant selon l’état de tâche actuel de chaque client à suivre ; l’acquisition d’un dernier point temporel de suivi de réservation de chaque client à suivre ; la détermination, sur la base d’une règle prédéfinie, d’une priorité de suivi de chaque client à suivre, selon le poids et le dernier point temporel de suivi de réservation correspondant à chaque client à suivre ; et le classement et la présentation de chaque client à suivre sur la base du niveau de priorité de suivi de sorte qu’un utilisateur suit de manière opportune les clients à suivre ayant une priorité élevée. Selon la présente invention, l’efficacité et la performance de suivi de clients dans un service et une commercialisation à distance sont améliorées.
(ZH) 本申请涉及一种基于优先级的客户跟进方法、电子装置及可读存储介质,该方法包括:获取各个待跟进客户的当前任务状态,并根据各个待跟进客户的当前任务状态设置对应的权重;获取各个待跟进客户的最新预约跟进时间点;根据各个待跟进客户对应的权重及最新预约跟进时间点,按预设规则确定各个待跟进客户的跟进优先级;将各个待跟进客户按跟进优先级的高低排序进行展示,以供用户及时跟进优先级高的待跟进客户。本申请提高远程服销中客户跟进的有效性及效益。
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Designated States: AE, AG, AL, AM, AO, AT, AU, AZ, BA, BB, BG, BH, BN, BR, BW, BY, BZ, CA, CH, CL, CN, CO, CR, CU, CZ, DE, DJ, DK, DM, DO, DZ, EC, EE, EG, ES, FI, GB, GD, GE, GH, GM, GT, HN, HR, HU, ID, IL, IN, IR, IS, JO, JP, KE, KG, KH, KN, KP, KR, KW, KZ, LA, LC, LK, LR, LS, LU, LY, MA, MD, ME, MG, MK, MN, MW, MX, MY, MZ, NA, NG, NI, NO, NZ, OM, PA, PE, PG, PH, PL, PT, QA, RO, RS, RU, RW, SA, SC, SD, SE, SG, SK, SL, SM, ST, SV, SY, TH, TJ, TM, TN, TR, TT, TZ, UA, UG, US, UZ, VC, VN, ZA, ZM, ZW
African Regional Intellectual Property Organization (ARIPO) (BW, GH, GM, KE, LR, LS, MW, MZ, NA, RW, SD, SL, ST, SZ, TZ, UG, ZM, ZW)
Eurasian Patent Office (AM, AZ, BY, KG, KZ, RU, TJ, TM)
European Patent Office (EPO) (AL, AT, BE, BG, CH, CY, CZ, DE, DK, EE, ES, FI, FR, GB, GR, HR, HU, IE, IS, IT, LT, LU, LV, MC, MK, MT, NL, NO, PL, PT, RO, RS, SE, SI, SK, SM, TR)
African Intellectual Property Organization (BF, BJ, CF, CG, CI, CM, GA, GN, GQ, GW, KM, ML, MR, NE, SN, TD, TG)
Publication Language: Chinese (ZH)
Filing Language: Chinese (ZH)