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Customer visit information management system

An information management system and customer information technology, which is applied in geographic information databases, data processing applications, special data processing applications, etc., can solve the problem that visit information cannot be effectively supervised, analyzed and summarized, so as to facilitate work display, increase difficulty, time-saving effect

Pending Publication Date: 2021-05-07
中国人寿保险股份有限公司上海数据中心
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0007] The purpose of the present invention is to provide a customer visit information management system in order to overcome the defect that the visit information cannot be effectively supervised, analyzed and summarized in the above-mentioned prior art

Method used

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  • Customer visit information management system

Examples

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Embodiment 1

[0032] This embodiment provides a customer visit information management system, including an interconnected background server and a salesman's mobile terminal, such as figure 1 As shown, the processing flow of the background server includes the following steps:

[0033] S1: Obtain customer information and salesperson information, connect customer information with salesperson information, build a customer visit plan, and correspond salesperson information with salesperson mobile terminals;

[0034] S2: After obtaining the customer information that needs to be visited through the salesman's mobile terminal, call the positioning module of the salesman's mobile terminal to obtain the positioning information; the customer information that needs to be visited is included in the customer visit plan corresponding to the salesman's mobile terminal;

[0035] S3: Obtain a sign-in instruction through the salesman's mobile terminal, and generate sign-in time information and sign-in locatio...

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Abstract

The invention relates to a customer visit information management system, which comprises a background server and a salesman mobile terminal which are connected with each other; the processing flow of the background server comprises the following steps: obtaining customer information and salesman information, and constructing a customer visit plan; after information of a customer needing to visit is obtained through a salesman mobile terminal, calling a positioning module to obtain positioning information; obtaining a sign-in instruction through the salesman mobile terminal, and generating sign-in time information and sign-in position information; after visit affair information is obtained through the salesman mobile terminal, transmitting a visit evaluation two-dimensional code to the salesman mobile terminal, and obtaining customer evaluation information through the visit evaluation two-dimensional code; and storing and displaying the customer information, the sign-in time information, the sign-in position information, the visit affair information and the customer evaluation information which need to be visited. Compared with the prior art, the system has the advantages that the client visiting efficiency can be improved, the difficulty of counterfeiting the visiting sign-in record by the insurance salesman is increased, and the work display of the insurance salesman is facilitated.

Description

technical field [0001] The invention relates to the technical field of visit check-in assistance, in particular to a customer visit information management system. Background technique [0002] Visiting and signing in is one of the necessary tasks for insurance salespersons. Most insurance salespersons need to sell insurance products, maintain customer relationships, or add new sales partners through visits. Signing in after the visit is convenient for the supervisor of the insurance salesperson to monitor and provide counseling The daily specific activities of insurance salesmen are also convenient for salesmen to record their daily visits to customers. An efficient visit sign-in system can help insurance salesmen conduct targeted visit activities in a planned and targeted manner, and gradually improve the visit level, significantly improving the insurance sales performance of insurance salesmen. [0003] Existing assistive technologies for visiting and checking in generall...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/06G06Q30/02G06Q40/08G06F16/29
CPCG06Q10/063114G06Q40/08G06Q30/0207G06Q10/06395G06F16/29
Inventor 林志鹏李卫叶积平程思洲
Owner 中国人寿保险股份有限公司上海数据中心
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