WO2019056328A1 - Customer communication management system in intellectual property industry - Google Patents
Customer communication management system in intellectual property industry Download PDFInfo
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- WO2019056328A1 WO2019056328A1 PCT/CN2017/103026 CN2017103026W WO2019056328A1 WO 2019056328 A1 WO2019056328 A1 WO 2019056328A1 CN 2017103026 W CN2017103026 W CN 2017103026W WO 2019056328 A1 WO2019056328 A1 WO 2019056328A1
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- G06Q—INFORMATION 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
- G06Q30/00—Commerce
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Definitions
- the invention relates to a customer communication management system for an intellectual property industry.
- agents need to have a full and comprehensive understanding of customer requirements and agency content before writing application materials.
- the technical materials provided by customers are often insufficiently contented and require further communication between agents and customers.
- traditional face-to-face communication wastes a lot of resources in a certain sense, adding a lot of cost to both companies in both tangible and intangible.
- it is prone to confusion between customers, loss of customer data, and insufficient attention of key customers, resulting in many old customers choosing competitors.
- an object of the present invention is to provide a customer communication management system for an intellectual property industry and a preparation method thereof.
- the customer communication management system of the intellectual property industry solves the problems of poor communication between the intellectual property service organization and the customer due to remote or time conflicts, improves the communication and communication ability between the service organization and the customer, and makes up for the traditional business. In the mode, the situation and needs of the customer cannot be grasped and understood in time, and the cost of both parties is greatly saved, and the service organization is convenient for the efficient management of the customer and the competitiveness of the enterprise is improved.
- An intellectual property industry customer communication management system includes a client, a server, and a server respectively connected to the client and the server network, and the server includes a control chip, a permission access module, a service management module, and an AC module. , payment module and information storage module;
- the client is used to input the login information of the customer to log in to the intellectual property industry customer communication management system
- the server is used for the intellectual property service institution to input the login identification information to log in to the intellectual property industry customer communication management system
- the permission access module is configured to send the identification information of the customer login and the carried permission to the control chip, and the control chip receives the identification information of the login of the customer and the binding authority, and according to the bound permission, the information storage module Retrieving corresponding information to the client
- the service management module includes a customer basic information unit, a service information unit, and a service tracking unit
- the communication module includes a file importing unit, a screen window control unit and an online communication unit for realizing questioning, viewing and replying between the client and the intellectual property service organization, and the file importing unit is configured to import the external file of the system for the file.
- the screen window control unit is used to create multiple windows, specify the display position and display size of the window
- the online communication unit includes the communication platform
- the communication form of the communication platform includes text communication, voice dialogue communication and video communication, and files.
- the external file imported by the import unit is also displayed on the communication platform, and the external file of the imported system is displayed by the screen window control unit;
- the payment module is used for payment by the client, and the transaction contract is automatically generated after payment.
- the transaction serial number, the transaction item, the transaction time and the transaction fee on the transaction contract; the information storage module stores, manages and backs up the data of the other modules.
- the privilege access module can only be accessed by the system administrator of the server. In the privilege access module, the access rights and operation rights of all users in the system can be managed.
- the service management module is configured to collect service information, and allocate the service information to corresponding personnel for processing, and track the progress of the business, so that the customer and the service organization can perform the query; in order to facilitate the exchange of different places and save the cost of both parties, There are doubts and problems between the two, set up an exchange module to achieve questions, views and responses between the customer and the service organization, the customer or employee uploads the external files of the system to the communication platform through the file import unit, and the external files of the system include pictures and documents.
- both parties can exchange text, voice dialogue and video communication, communicate with the external files of the system, and display the files in multiple windows through the screen window control unit, which is convenient for customers and service organizations to browse, and can be viewed from multiple angles.
- payment module facilitates customer payment, including agency fees and official fees, official fees and information in the business tracking unit Consistent Using online payment model instead of the traditional trading patterns, conducive to work and customer management.
- the information storage module stores, manages, and backs up other module data, and only the system administrator of the server can enter.
- the client and the server are a mobile phone, a computer or a PAD. It is convenient and quick to operate with a variety of terminals.
- the customer basic information unit includes a personal name or a business name, a contact, a contact address, a phone number, and a mailbox.
- the service information unit includes a business item content, a business owner responsible person information, a service start time, a business plan completion deadline, and an actual completion time.
- the service tracking unit includes a service status, a payment status, and specific operator information.
- the communication module further has a file identification unit capable of identifying a file displayed on the screen window. Convenient for customers and agencies to identify and annotate during communication to improve communication efficiency.
- the payment module uses a third-party payment platform to obtain an account and authorization of the customer's payment account.
- the payment is realized by the payment account used by the customer.
- the use of a third-party payment platform provides security for both parties' account security.
- the customer communication management system of the intellectual property industry solves the problems of poor communication between the intellectual property service institution and the customer due to remote or time conflicts, improves the communication and communication ability between the service organization and the customer, and makes up for Under the traditional business model, the situation and needs of customers cannot be grasped and understood in time, and the cost of both parties is greatly saved. It is convenient for service organizations to efficiently manage customers and improve the competitiveness of enterprises.
- Figure 1 is a block diagram showing the structure of the present invention.
- an intellectual property industry customer communication management system includes a client, a server, and a server respectively connected to the client and the server network, and the server includes a control chip, a permission access module, a business management module, an exchange module, a payment module, and an information storage module;
- the client is used to input the login information of the customer to log in to the intellectual property industry customer communication management system
- the server is used for the intellectual property service institution to input the login identification information to log in to the intellectual property industry customer communication management system
- the permission access module is configured to send the identification information of the customer login and the carried permission to the control chip, and the control chip receives the identification information of the login of the customer and the binding authority, and according to the bound permission, the information storage module Retrieving corresponding information to the client
- the service management module includes a customer basic information unit, a service information unit, and a service tracking unit
- the communication module includes a file import unit, a screen window control unit, and an online communication unit for implementing the client
- the question, view and reply between the intellectual property service organization the file import unit is used to import the external file of the system, and is used for sharing and viewing the file.
- the screen window control unit is used to create multiple windows, and specify the display position and display of the window. Size, online communication unit including communication platform, communication
- the communication form of the station includes text communication, voice dialogue communication and video communication.
- the external file of the system imported by the file import unit is also displayed on the communication platform, and the multi-window display is performed on the external file of the imported system through the screen window control unit;
- the payment module is used for payment by the client, automatically generates a transaction contract after payment, a transaction serial number, a transaction item, a transaction time and a transaction fee on the transaction contract; the information storage module stores, manages and backs up other module data.
- the client and the server are a mobile phone, a computer or a PAD.
- the customer basic information unit includes a personal name or a business name, a contact, a contact address, a phone number, and a mailbox.
- the service information unit includes a business item content, a business owner responsible person information, a service start time, a business plan completion deadline, and an actual completion time.
- the service tracking unit includes a service status, a payment status, and specific operator information.
- the communication module further has a file identification unit capable of identifying a file displayed on the screen window.
- the payment module uses a third-party payment platform to obtain an account and an authorization of the customer's payment account, and uses the payment account used by the customer to implement the payment.
- the working method of the customer communication management system of the intellectual property industry is: the customer and the service organization respectively log in through the corresponding client and the server, and the first login must be registered first; the service management module is used to collect the business information and the business information. Assigned to the corresponding personnel for processing, and tracked by the business tracking unit, the business management module can query the basic information of the customer, the employee information of the corresponding processing personnel and the business progress information; when the customer has doubts and problems, the staff can pass The communication module communicates in time, and the client or staff uploads the external files of the system through the file import unit.
- the external files of the system include pictures, documents and web pages. At the same time, both parties can exchange text, voice dialogue and video, and communicate with external files of the system.
- the file can be displayed in multiple windows, which is convenient for customers and service organizations to browse. It can comprehensively and deeply communicate doubts and problems from multiple angles, improve communication efficiency and speed up work. , For both cost savings; payment module to facilitate customers pay, including government fees and agency fees, government fees and business information tracking unit remains the same.
- the information storage module stores, manages, and backs up other module data, and only the system administrator of the server can enter.
- the customer communication management system of the intellectual property industry solves the problems of poor communication between the intellectual property service institution and the customer due to remote or time conflicts, improves the communication and communication ability between the service organization and the customer, and makes up for Under the traditional business model, the situation and needs of customers cannot be grasped and understood in time, and the cost of both parties is greatly saved. It is convenient for service organizations to efficiently manage customers and improve the competitiveness of enterprises.
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Abstract
本发明提供一种知识产权行业客户交流管理系统,包括客户端、服务端及分别与客户端和服务端网络连接的服务器,服务器包括控制芯片、权限访问模块、业务管理模块、交流模块、支付模块及信息存储模块;业务管理模块包括客户基本信息单元、业务信息单元及业务跟踪单元;交流模块包括文件导入单元、屏幕窗口控制单元及线上交流单元;支付模块用于客户端进行付费;信息存储模块对其他各模块数据进行存储、管理及备份。所述知识产权行业客户交流管理系统,提高了服务机构与客户的交流沟通能力,能够及时地掌握和了解客户的情况和需求,同时大大节省双方成本,方便服务机构对客户进行高效管理,提高了企业的竞争力。The invention provides a customer communication management system for an intellectual property industry, comprising a client, a server and a server respectively connected to the client and the server network. The server comprises a control chip, a permission access module, a service management module, an exchange module and a payment module. And an information storage module; the service management module includes a customer basic information unit, a service information unit, and a service tracking unit; the communication module includes a file import unit, a screen window control unit, and an online communication unit; the payment module is used for payment by the client; and the information storage The module stores, manages, and backs up other module data. The customer communication management system of the intellectual property industry improves the communication and communication ability between the service organization and the customer, can grasp and understand the situation and needs of the customer in time, and greatly saves the cost of both parties, and facilitates the efficient management of the service organization by the service organization. The competitiveness of enterprises.
Description
本发明涉及一种知识产权行业客户交流管理系统。The invention relates to a customer communication management system for an intellectual property industry.
在知识产权行业,代理人在撰写申请材料前需要对客户的要求和代理内容进行充分全面的了解。而客户提供的技术交底材料往往内容不够充分,需要代理人与客户之间进一步加强沟通。随着生活节奏的加快,传统的面对面交流在某种意义上浪费了许多资源,在有形或者无形中都为双方企业增加了不少的成本。尤其是随着市场的扩大,客户越来越多,容易出现客户之间发生混淆、客户资料丢失现象、重点客户得不到足够的关注,导致很多老客户选择了竞争对手。市场竞争的白热化,虽说是“铁打营盘、流水的兵”,但因为客户资料没有真正做到集中管理,每一次人员流动都会造成客户资料的流失,因交接问题造成的业务中断时有发生。客户数据统计十分困难,得到的客户信息多半是滞后的,严重影响企业销售业务的发展,故需要一套科学合理、运行成本又低的知识产权行业客户管理交流系统成了企业必须要投入的资源之一。In the intellectual property industry, agents need to have a full and comprehensive understanding of customer requirements and agency content before writing application materials. The technical materials provided by customers are often insufficiently contented and require further communication between agents and customers. With the accelerated pace of life, traditional face-to-face communication wastes a lot of resources in a certain sense, adding a lot of cost to both companies in both tangible and intangible. Especially with the expansion of the market, more and more customers, it is prone to confusion between customers, loss of customer data, and insufficient attention of key customers, resulting in many old customers choosing competitors. The fierce competition in the market, although it is "iron to the camp, the soldiers of the water", but because the customer information is not truly centralized management, each person flow will cause the loss of customer data, business interruption caused by handover problems. Customer data statistics are very difficult, and most of the customer information obtained is lagging behind, which seriously affects the development of the company's sales business. Therefore, a set of scientific and reasonable intellectual property management system with low operating costs has become a resource that enterprises must invest. one.
发明内容Summary of the invention
为解决上述存在的问题,本发明的目的在于提供一种知识产权行业客户交流管理系统及其制备方法。所述一种知识产权行业客户交流管理系统,解决了知识产权服务机构与客户之间由于异地或时间冲突导致的交流不畅等问题,提高了服务机构与客户的交流沟通能力,弥补了传统商业模式下不能及时地掌握和了解客户的情况和需求,同时大大节省双方成本,方便服务机构对客户进行高效管理,提高了企业的竞争力。In order to solve the above problems, an object of the present invention is to provide a customer communication management system for an intellectual property industry and a preparation method thereof. The customer communication management system of the intellectual property industry solves the problems of poor communication between the intellectual property service organization and the customer due to remote or time conflicts, improves the communication and communication ability between the service organization and the customer, and makes up for the traditional business. In the mode, the situation and needs of the customer cannot be grasped and understood in time, and the cost of both parties is greatly saved, and the service organization is convenient for the efficient management of the customer and the competitiveness of the enterprise is improved.
为达到上述目的,本发明的技术方案是:In order to achieve the above object, the technical solution of the present invention is:
一种知识产权行业客户交流管理系统,包括客户端、服务端及分别与所述客户端和所述服务端网络连接的服务器,所述服务器包括控制芯片、权限访问模块、业务管理模块、交流模块、支付模块及信息存储模块;An intellectual property industry customer communication management system includes a client, a server, and a server respectively connected to the client and the server network, and the server includes a control chip, a permission access module, a service management module, and an AC module. , payment module and information storage module;
所述客户端用于客户输入登陆的标识信息登陆所述知识产权行业客户交流管理系统;所述服务端用于知识产权服务机构输入登陆的标识信息登陆所述知识产权行业客户交流管理系统;所述权限访问模块用于将客户登陆的标识信息及携带的权限发送至控制芯片,所述控制芯片接收客户登陆的标识信息及绑定的权限,并根据所述被绑定的权限在信息存储模块调取相应的信息给客户;所述业务管理模块包括客户基本信息单元、业务信息单元及业务跟踪单元; 所述交流模块包括文件导入单元、屏幕窗口控制单元及线上交流单元,用于实现客户及知识产权服务机构之间的提问、查看及回复,文件导入单元用于导入系统外部文件,用于文件的共享及查看,屏幕窗口控制单元用于创建多个窗口,指定窗口的显示位置及显示大小,线上交流单元包括交流平台,交流平台的交流形式包括文字交流、语音对话交流及视频交流,文件导入单元导入的系统外部文件也同时显示在交流平台上,并通过屏幕窗口控制单元对导入的系统外部文件进行多窗口的显示;所述支付模块用于客户端进行付费,付费后自动生成交易合同,交易合同上交易流水号、交易项目、交易时间及交易费用;所述信息存储模块对其他各模块数据进行存储、管理及备份。The client is used to input the login information of the customer to log in to the intellectual property industry customer communication management system; the server is used for the intellectual property service institution to input the login identification information to log in to the intellectual property industry customer communication management system; The permission access module is configured to send the identification information of the customer login and the carried permission to the control chip, and the control chip receives the identification information of the login of the customer and the binding authority, and according to the bound permission, the information storage module Retrieving corresponding information to the client; the service management module includes a customer basic information unit, a service information unit, and a service tracking unit; The communication module includes a file importing unit, a screen window control unit and an online communication unit for realizing questioning, viewing and replying between the client and the intellectual property service organization, and the file importing unit is configured to import the external file of the system for the file. Sharing and viewing, the screen window control unit is used to create multiple windows, specify the display position and display size of the window, the online communication unit includes the communication platform, and the communication form of the communication platform includes text communication, voice dialogue communication and video communication, and files. The external file imported by the import unit is also displayed on the communication platform, and the external file of the imported system is displayed by the screen window control unit; the payment module is used for payment by the client, and the transaction contract is automatically generated after payment. The transaction serial number, the transaction item, the transaction time and the transaction fee on the transaction contract; the information storage module stores, manages and backs up the data of the other modules.
所述权限访问模块只有服务端的系统管理员才能进入,在权限访问模块中可以管理系统中所有用户的访问权限和操作权限。所述业务管理模块用于采集业务信息,并将业务信息分配给对应的人员进行处理,并将对业务进度进行跟踪,便于客户和服务机构进行查询;为了方便异地交流及节省双方成本,对于双方之间存在的疑惑及问题,设置有交流模块来实现客户及服务机构之间的提问、查看及回复,客户或员工通过文件导入单元将系统外部文件上传至交流平台,系统外部文件包括图片、文档及网页,同时双方可以进行文字交流、语音对话交流及视频交流,结合系统外部文件进行交流,并且可以通过屏幕窗口控制单元对文件进行多窗口显示,方便客户和服务机构进行浏览,能够从多角度对疑惑及问题进行全面深入的沟通,提高交流沟通的效率,加快工作进度,为双方节约了成本;支付模块方便客户进行付费,包括代理费及官费,官费与业务跟踪单元中的信息保持一致,进行采用线上交易模式代替传统付费模式,有利于工作的开展及客户的管理。所述信息存储模块对其他各模块数据进行存储、管理及备份,也只有服务端的系统管理员才能进入。The privilege access module can only be accessed by the system administrator of the server. In the privilege access module, the access rights and operation rights of all users in the system can be managed. The service management module is configured to collect service information, and allocate the service information to corresponding personnel for processing, and track the progress of the business, so that the customer and the service organization can perform the query; in order to facilitate the exchange of different places and save the cost of both parties, There are doubts and problems between the two, set up an exchange module to achieve questions, views and responses between the customer and the service organization, the customer or employee uploads the external files of the system to the communication platform through the file import unit, and the external files of the system include pictures and documents. And the webpage, at the same time, both parties can exchange text, voice dialogue and video communication, communicate with the external files of the system, and display the files in multiple windows through the screen window control unit, which is convenient for customers and service organizations to browse, and can be viewed from multiple angles. Comprehensive and in-depth communication on doubts and problems, improve communication efficiency, speed up work, save costs for both parties; payment module facilitates customer payment, including agency fees and official fees, official fees and information in the business tracking unit Consistent Using online payment model instead of the traditional trading patterns, conducive to work and customer management. The information storage module stores, manages, and backs up other module data, and only the system administrator of the server can enter.
进一步地,所述客户端及服务端为手机、电脑或PAD。使用多种终端进行操作,方便快捷。Further, the client and the server are a mobile phone, a computer or a PAD. It is convenient and quick to operate with a variety of terminals.
进一步地,所述客户基本信息单元包括个人姓名或企业名称,联系人、联系人地址、电话及邮箱。Further, the customer basic information unit includes a personal name or a business name, a contact, a contact address, a phone number, and a mailbox.
进一步地,所述业务信息单元包括业务项目内容、业务主负责人员信息、业务开始时间、业务计划完成期限及实际完成时间。Further, the service information unit includes a business item content, a business owner responsible person information, a service start time, a business plan completion deadline, and an actual completion time.
进一步地,所述业务跟踪单元包括业务状态、付费情况及具体操作人员信息。Further, the service tracking unit includes a service status, a payment status, and specific operator information.
进一步地,所述交流模块还具有文件标识单元,能够对屏幕窗口上显示的文件进行标识。方便客户及代理机构在交流时进行标识和批注,提高沟通效率。Further, the communication module further has a file identification unit capable of identifying a file displayed on the screen window. Convenient for customers and agencies to identify and annotate during communication to improve communication efficiency.
进一步地,所述支付模块采用第三方支付平台,获取客户支付账户的账号和授权,利 用客户所采用的支付账户实现收款。采用第三方支付平台对双方的账户安全设有保障。Further, the payment module uses a third-party payment platform to obtain an account and authorization of the customer's payment account. The payment is realized by the payment account used by the customer. The use of a third-party payment platform provides security for both parties' account security.
本发明的有益效果在于:The beneficial effects of the invention are:
本发明所述的一种知识产权行业客户交流管理系统,解决了知识产权服务机构与客户之间由于异地或时间冲突导致的交流不畅等问题,提高了服务机构与客户的交流沟通能力,弥补了传统商业模式下不能及时地掌握和了解客户的情况和需求,同时大大节省双方成本,方便服务机构对客户进行高效管理,提高了企业的竞争力。The customer communication management system of the intellectual property industry according to the present invention solves the problems of poor communication between the intellectual property service institution and the customer due to remote or time conflicts, improves the communication and communication ability between the service organization and the customer, and makes up for Under the traditional business model, the situation and needs of customers cannot be grasped and understood in time, and the cost of both parties is greatly saved. It is convenient for service organizations to efficiently manage customers and improve the competitiveness of enterprises.
图1为本发明的结构框图。Figure 1 is a block diagram showing the structure of the present invention.
为了使本发明的目的、技术方案及优点更加清楚明白,以下结合附图及实施例进一步详细说明。In order to make the objects, technical solutions and advantages of the present invention more comprehensible, the following description will be further described in conjunction with the accompanying drawings and embodiments.
如图1所示,一种知识产权行业客户交流管理系统,包括客户端、服务端及分别与所述客户端和所述服务端网络连接的服务器,所述服务器包括控制芯片、权限访问模块、业务管理模块、交流模块、支付模块及信息存储模块;As shown in FIG. 1 , an intellectual property industry customer communication management system includes a client, a server, and a server respectively connected to the client and the server network, and the server includes a control chip, a permission access module, a business management module, an exchange module, a payment module, and an information storage module;
所述客户端用于客户输入登陆的标识信息登陆所述知识产权行业客户交流管理系统;所述服务端用于知识产权服务机构输入登陆的标识信息登陆所述知识产权行业客户交流管理系统;所述权限访问模块用于将客户登陆的标识信息及携带的权限发送至控制芯片,所述控制芯片接收客户登陆的标识信息及绑定的权限,并根据所述被绑定的权限在信息存储模块调取相应的信息给客户;所述业务管理模块包括客户基本信息单元、业务信息单元及业务跟踪单元;所述交流模块包括文件导入单元、屏幕窗口控制单元及线上交流单元,用于实现客户及知识产权服务机构之间的提问、查看及回复,文件导入单元用于导入系统外部文件,用于文件的共享及查看,屏幕窗口控制单元用于创建多个窗口,指定窗口的显示位置及显示大小,线上交流单元包括交流平台,交流平台的交流形式包括文字交流、语音对话交流及视频交流,文件导入单元导入的系统外部文件也同时显示在交流平台上,并通过屏幕窗口控制单元对导入的系统外部文件进行多窗口的显示;所述支付模块用于客户端进行付费,付费后自动生成交易合同,交易合同上交易流水号、交易项目、交易时间及交易费用;所述信息存储模块对其他各模块数据进行存储、管理及备份。The client is used to input the login information of the customer to log in to the intellectual property industry customer communication management system; the server is used for the intellectual property service institution to input the login identification information to log in to the intellectual property industry customer communication management system; The permission access module is configured to send the identification information of the customer login and the carried permission to the control chip, and the control chip receives the identification information of the login of the customer and the binding authority, and according to the bound permission, the information storage module Retrieving corresponding information to the client; the service management module includes a customer basic information unit, a service information unit, and a service tracking unit; the communication module includes a file import unit, a screen window control unit, and an online communication unit for implementing the client And the question, view and reply between the intellectual property service organization, the file import unit is used to import the external file of the system, and is used for sharing and viewing the file. The screen window control unit is used to create multiple windows, and specify the display position and display of the window. Size, online communication unit including communication platform, communication The communication form of the station includes text communication, voice dialogue communication and video communication. The external file of the system imported by the file import unit is also displayed on the communication platform, and the multi-window display is performed on the external file of the imported system through the screen window control unit; The payment module is used for payment by the client, automatically generates a transaction contract after payment, a transaction serial number, a transaction item, a transaction time and a transaction fee on the transaction contract; the information storage module stores, manages and backs up other module data.
进一步地,所述客户端及服务端为手机、电脑或PAD。Further, the client and the server are a mobile phone, a computer or a PAD.
进一步地,所述客户基本信息单元包括个人姓名或企业名称,联系人、联系人地址、电话及邮箱。 Further, the customer basic information unit includes a personal name or a business name, a contact, a contact address, a phone number, and a mailbox.
进一步地,所述业务信息单元包括业务项目内容、业务主负责人员信息、业务开始时间、业务计划完成期限及实际完成时间。Further, the service information unit includes a business item content, a business owner responsible person information, a service start time, a business plan completion deadline, and an actual completion time.
进一步地,所述业务跟踪单元包括业务状态、付费情况及具体操作人员信息。Further, the service tracking unit includes a service status, a payment status, and specific operator information.
进一步地,所述交流模块还具有文件标识单元,能够对屏幕窗口上显示的文件进行标识。Further, the communication module further has a file identification unit capable of identifying a file displayed on the screen window.
进一步地,所述支付模块采用第三方支付平台,获取客户支付账户的账号和授权,利用客户所采用的支付账户实现收款。Further, the payment module uses a third-party payment platform to obtain an account and an authorization of the customer's payment account, and uses the payment account used by the customer to implement the payment.
所述知识产权行业客户交流管理系统的工作方法是:客户及服务机构分别通过对应的客户端及服务端进行登陆,首次登陆必须先进行注册;业务管理模块用于采集业务信息,并将业务信息分配给对应的人员进行处理,并由业务跟踪单元进行跟踪,业务管理模块可以查询客户基本信息、对应处理人员的员工信息及业务进度信息;当客户存在的疑惑及问题时,可以与工作人员通过交流模块进行及时交流,客户或工作人员通过文件导入单元将系统外部文件上传,系统外部文件包括图片、文档及网页,同时双方可以进行文字交流、语音对话交流及视频交流,结合系统外部文件进行交流,并且可以通过屏幕窗口控制单元对文件进行多窗口显示,方便客户和服务机构进行浏览,能够从多角度对疑惑及问题进行全面深入的沟通,提高交流沟通的效率,加快工作进度,为双方节约了成本;支付模块方便客户进行付费,包括代理费及官费,官费与业务跟踪单元中的信息保持一致。所述信息存储模块对其他各模块数据进行存储、管理及备份,也只有服务端的系统管理员才能进入。The working method of the customer communication management system of the intellectual property industry is: the customer and the service organization respectively log in through the corresponding client and the server, and the first login must be registered first; the service management module is used to collect the business information and the business information. Assigned to the corresponding personnel for processing, and tracked by the business tracking unit, the business management module can query the basic information of the customer, the employee information of the corresponding processing personnel and the business progress information; when the customer has doubts and problems, the staff can pass The communication module communicates in time, and the client or staff uploads the external files of the system through the file import unit. The external files of the system include pictures, documents and web pages. At the same time, both parties can exchange text, voice dialogue and video, and communicate with external files of the system. And through the screen window control unit, the file can be displayed in multiple windows, which is convenient for customers and service organizations to browse. It can comprehensively and deeply communicate doubts and problems from multiple angles, improve communication efficiency and speed up work. , For both cost savings; payment module to facilitate customers pay, including government fees and agency fees, government fees and business information tracking unit remains the same. The information storage module stores, manages, and backs up other module data, and only the system administrator of the server can enter.
本发明所述的一种知识产权行业客户交流管理系统,解决了知识产权服务机构与客户之间由于异地或时间冲突导致的交流不畅等问题,提高了服务机构与客户的交流沟通能力,弥补了传统商业模式下不能及时地掌握和了解客户的情况和需求,同时大大节省双方成本,方便服务机构对客户进行高效管理,提高了企业的竞争力。The customer communication management system of the intellectual property industry according to the present invention solves the problems of poor communication between the intellectual property service institution and the customer due to remote or time conflicts, improves the communication and communication ability between the service organization and the customer, and makes up for Under the traditional business model, the situation and needs of customers cannot be grasped and understood in time, and the cost of both parties is greatly saved. It is convenient for service organizations to efficiently manage customers and improve the competitiveness of enterprises.
需要说明的是,以上实施例仅用以说明本发明的技术方案而非限制。尽管参照较佳实施例对本发明进行了详细说明,本领域的普通技术人员应当理解,可以对发明的技术方案进行修改或者等同替换,而不脱离本发明技术方案的范围,其均应涵盖在本发明的权利要求范围中。 It should be noted that the above embodiments are only used to illustrate the technical solutions of the present invention and not to limit them. While the present invention has been described in detail with reference to the preferred embodiments thereof, those skilled in the art should understand that the invention may be modified or equivalently substituted without departing from the scope of the present invention. Within the scope of the claims of the invention.
Claims (7)
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| PCT/CN2017/103026 WO2019056328A1 (en) | 2017-09-22 | 2017-09-22 | Customer communication management system in intellectual property industry |
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