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Business advisor customer follow-up performance evaluation method and system, and storage medium

A customer and consultant technology, applied in the field of real estate Internet data processing, can solve the problems of strong subjectivity, ignoring the follow-up process of real estate consultants, and high labor costs, so as to avoid strong subjectivity, accurately and intelligently evaluate, and improve the content of performance appraisal Effect

Pending Publication Date: 2020-09-08
重庆锐云科技有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] In the current real estate industry, the performance of real estate consultants is generally evaluated through sales and working years or manually reviewed by sales managers. This evaluation method is highly subjective, has high labor costs, and ignores the follow-up process of real estate consultants.

Method used

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  • Business advisor customer follow-up performance evaluation method and system, and storage medium
  • Business advisor customer follow-up performance evaluation method and system, and storage medium
  • Business advisor customer follow-up performance evaluation method and system, and storage medium

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0046] This embodiment provides a property consultant customer follow-up performance evaluation method, please refer to figure 1 , mainly including the following steps:

[0047] S101. Obtain follow-up data on clients received by the real estate consultant to be evaluated within a set time period.

[0048] When the received customer belongs to the customer who has completed the transaction, the follow-up data includes the following indicators: the customer's current transaction intention level, the number of level updates, the validity of the follow-up text content, the number of follow-up times, the number of telephone return visits, the time interval between the first visit and the first follow-up , the time interval between the first visit and the transaction, the time interval between the last follow-up and the transaction, and the customer's transaction;

[0049] When the received customer is a customer who has not made a deal, the follow-up data includes the following in...

Embodiment 2

[0084] On the basis of the first embodiment above, this embodiment provides a real estate consultant client follow-up performance evaluation system, which is used to realize at least some steps of the real estate consultant client follow-up performance evaluation method described in the first embodiment above. See image 3 , the system mainly includes a first acquisition module 31, a second acquisition module 32, a first calculation module 33, a second calculation module 34 and a third calculation module 35, wherein:

[0085] The first acquisition module 31 is used to acquire the follow-up data of the real estate consultant to be evaluated to the received customer within the set time period; when the received customer belongs to the customer who has made a deal, the follow-up data includes the following indicators: the customer's current transaction intention level, level The number of updates, the validity of follow-up text content, the number of follow-ups, the number of tel...

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Abstract

The invention provides a property consultant customer follow-up performance evaluation method and system, and a storage medium, and the method comprises the steps: obtaining the follow-up data of a property consultant for a to-be-received customer, obtaining the weight coefficient of each index in the follow-up data based on a pre-built regression model, and carrying out the calculation to obtaina one-time follow-up performance score for the to-be-received customer; dividing the clients into different grades according to the transaction intention, and calculating to obtain a final performancescore by calculating the transaction probabilities of the clients under different transaction intention grades and combining with the performance score followed by the property consultant for all theclients to be received. According to the method, the follow-up data are taken as a core, the clients are divided into different grades according to the transaction intention, and the transaction conditions of the clients with different transaction intention grades are taken as main reference factors, so that the final performance score is finally calculated, and the performance follow-up condition of the property consultant for the clients to be received can be evaluated more accurately.

Description

technical field [0001] The present invention relates to the technical field of real estate Internet data processing, and in particular to a method, system and storage medium for property consultant customer follow-up performance evaluation. Background technique [0002] A real estate consultant is a comprehensive talent who guides customers to purchase through on-site services at the sales office, promotes real estate sales, and provides customers with professional and consultative services for investment and real estate purchase. The ability of real estate consultants is the most valued point by developers and the sales industry, so the ability and performance evaluation of real estate consultants is also very strict and important. Due to the inconsistent transaction willingness of customers received each time, those with high transaction willingness may not need to follow up too much on the spot, and customers with low transaction willingness need certain skills for real e...

Claims

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Application Information

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IPC IPC(8): G06F17/18G06K9/62G06N3/04G06N3/08G06Q10/06G06Q50/16
CPCG06F17/18G06N3/049G06N3/08G06Q10/06393G06Q50/16G06N3/045G06F18/24
Inventor 李琦宋卫东
Owner 重庆锐云科技有限公司
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