CRM项目总结
CRM项目总结
一：开发背景
在公司日益扩大的过程中，不可避免的会伴随着更多问题出现。
对外 ： 如何更好的管理客户与公司的关系？如何更及时的了解客户日益发展的需求变化？公司的产品是否真的符合客户需求？以及公司新产品信息是否更有针对性的及时推送给客户？
对内 ： 公司发展壮大，部门越来越多，如何明确每个部门的权限？如何合理的调配公司人员？如何合理的分配客户资源？如何精确的处理绩效考核？以及更重要的在销售管理中，如何更及时的了解是什么阻碍了公司的发展？是什么影响了销售的业绩？销售的服务是否让客户满意？
面对这么多的问题，这个时候来一套完整的CRM就显得很有必要了。
二：开发周期
- 计划在两个月内完成项目的初步设计以及功能的初步实现。
- 基础功能完成后，会预留两个月时间来完成bug修复以及微调根据公司业务发展的业务需求。
- 项目上线后，开发人员持续跟进项目。根据公司业务发展和管理体系实时调整。
三：功能
1 from django.db import models 2 from rbac import models as rbac_model 3 # Create your models here. 4 5 6 class Department(models.Model): 7 """ 8 部门表 9 市场部 1000 10 销售 1001 11 """ 12 title = models.CharField(verbose_name='部门名称', max_length=16) 13 code = models.IntegerField(verbose_name='部门编号',unique=True,null=False) 14 15 def __str__(self): 16 return self.title 17 18 19 class UserInfo(models.Model): 20 """ 21 员工表 22 """ 23 auth = models.OneToOneField(verbose_name='用户权限', to=rbac_model.User,null=True,blank=True) 24 name = models.CharField(verbose_name='员工姓名', max_length=16) 25 username = models.CharField(verbose_name='用户名', max_length=32) 26 password = models.CharField(verbose_name='密码', max_length=64) 27 email = models.EmailField(verbose_name='邮箱', max_length=64) 28 openid = models.CharField(verbose_name='微信唯一ID', max_length=64, null=True, blank=True) 29 depart = models.ForeignKey(verbose_name='部门', to="Department",to_field="code") 30 31 def __str__(self): 32 return self.name 33 34 35 class Course(models.Model): 36 """ 37 课程表 38 """ 39 name = models.CharField(verbose_name='课程名称', max_length=32) 40 41 def __str__(self): 42 return self.name 43 44 45 class School(models.Model): 46 """ 47 校区表 48 49 """ 50 title = models.CharField(verbose_name='校区名称', max_length=32) 51 52 def __str__(self): 53 return self.title 54 55 56 class ClassList(models.Model): 57 """ 58 班级表 59 如： 60 烧饼 打饼班 1期 10000 2017-11-11 2018-5-11 61 """ 62 school = models.ForeignKey(verbose_name='校区', to='School') 63 course = models.ForeignKey(verbose_name='课程名称', to='Course') 64 65 semester = models.IntegerField(verbose_name="班级(期)") 66 price = models.IntegerField(verbose_name="学费") 67 start_date = models.DateField(verbose_name="开班日期") 68 graduate_date = models.DateField(verbose_name="结业日期", null=True, blank=True) 69 memo = models.CharField(verbose_name='说明', max_length=256, blank=True, null=True, ) 70 teachers = models.ManyToManyField(verbose_name='任课老师', to='UserInfo', related_name='teach_classes',limit_choices_to={'depart_id__in':[1003,1004]}) 71 tutor = models.ForeignKey(verbose_name='班主任', to='UserInfo', related_name='classes',limit_choices_to={'depart_id':1002}) 72 73 def __str__(self): 74 return "{0}({1}期)".format(self.course.name, self.semester) 75 76 77 class Customer(models.Model): 78 """ 79 客户表 80 """ 81 qq = models.CharField(verbose_name='qq', max_length=64, unique=True, help_text='QQ号必须唯一') 82 83 name = models.CharField(verbose_name='学生姓名', max_length=16) 84 gender_choices = ((1, '男'), (2, '女')) 85 gender = models.SmallIntegerField(verbose_name='性别', choices=gender_choices) 86 87 education_choices = ( 88 (1, '重点大学'), 89 (2, '普通本科'), 90 (3, '独立院校'), 91 (4, '民办本科'), 92 (5, '大专'), 93 (6, '民办专科'), 94 (7, '高中'), 95 (8, '其他') 96 ) 97 education = models.IntegerField(verbose_name='学历', choices=education_choices, blank=True, null=True, ) 98 graduation_school = models.CharField(verbose_name='毕业学校', max_length=64, blank=True, null=True) 99 major = models.CharField(verbose_name='所学专业', max_length=64, blank=True, null=True) 100 101 experience_choices = [ 102 (1, '在校生'), 103 (2, '应届毕业'), 104 (3, '半年以内'), 105 (4, '半年至一年'), 106 (5, '一年至三年'), 107 (6, '三年至五年'), 108 (7, '五年以上'), 109 ] 110 experience = models.IntegerField(verbose_name='工作经验', blank=True, null=True, choices=experience_choices) 111 work_status_choices = [ 112 (1, '在职'), 113 (2, '无业') 114 ] 115 work_status = models.IntegerField(verbose_name="职业状态", choices=work_status_choices, default=1, blank=True, 116 null=True) 117 company = models.CharField(verbose_name="目前就职公司", max_length=64, blank=True, null=True) 118 salary = models.CharField(verbose_name="当前薪资", max_length=64, blank=True, null=True) 119 120 source_choices = [ 121 (1, "qq群"), 122 (2, "内部转介绍"), 123 (3, "官方网站"), 124 (4, "百度推广"), 125 (5, "360推广"), 126 (6, "搜狗推广"), 127 (7, "腾讯课堂"), 128 (8, "广点通"), 129 (9, "高校宣讲"), 130 (10, "渠道代理"), 131 (11, "51cto"), 132 (12, "智汇推"), 133 (13, "网盟"), 134 (14, "DSP"), 135 (15, "SEO"), 136 (16, "其它"), 137 ] 138 source = models.SmallIntegerField('客户来源', choices=source_choices, default=1) 139 referral_from = models.ForeignKey( 140 'self', 141 blank=True, 142 null=True, 143 verbose_name="转介绍自学员", 144 help_text="若此客户是转介绍自内部学员,请在此处选择内部学员姓名", 145 related_name="internal_referral" 146 ) 147 course = models.ManyToManyField(verbose_name="咨询课程", to="Course") 148 149 status_choices = [ 150 (1, "已报名"), 151 (2, "未报名") 152 ] 153 status = models.IntegerField( 154 verbose_name="状态", 155 choices=status_choices, 156 default=2, 157 help_text=u"选择客户此时的状态" 158 ) 159 consultant = models.ForeignKey(verbose_name="课程顾问", to='UserInfo', related_name='consultant',limit_choices_to={'depart_id':1005}) 160 date = models.DateField(verbose_name="咨询日期", auto_now_add=True) 161 162 recv_date = models.DateField(verbose_name='接单时间',null=True,blank=True) 163 164 last_consult_date = models.DateField(verbose_name="最后跟进日期", auto_now_add=True) 165 166 def __str__(self): 167 return "姓名:{0},QQ:{1}".format(self.name, self.qq, ) 168 169 170 class CustomerDistribution(models.Model): 171 """客户分配表""" 172 user = models.ForeignKey(verbose_name="当前客户顾问",to='UserInfo',limit_choices_to={'depart_id':1005},related_name="cds",null=True,blank=True) 173 customer = models.ForeignKey(verbose_name="客户",to="Customer",related_name="dealers",null=True,blank=True) 174 ctime = models.DateField(auto_now_add=True,null=True,blank=True) 175 status_choices = ( 176 (1,'正在跟进'), 177 (2,'已成单'), 178 (3,'三天未跟进'), 179 (4,'十五天未成单'), 180 ) 181 status = models.IntegerField(verbose_name="状态",choices=status_choices,default=1) 182 memo = models.CharField(verbose_name="更多信息",max_length=255,null=True,blank=True) 183 184 185 class SaleRank(models.Model): 186 """销售权重与分配""" 187 user = models.ForeignKey(to="UserInfo",verbose_name='课程顾问',limit_choices_to={'depart':1005}) 188 num = models.IntegerField(verbose_name='数量') 189 weight = models.IntegerField(verbose_name='权重') 190 def __str__(self): 191 return '权重:{0}?;num:{1}'.format(self.weight,self.num) 192 193 194 class ConsultRecord(models.Model): 195 """ 196 客户跟进记录 197 """ 198 customer = models.ForeignKey(verbose_name="所咨询客户", to='Customer') 199 consultant = models.ForeignKey(verbose_name="跟踪人", to='UserInfo',limit_choices_to={'depart_id':1005}) 200 date = models.DateField(verbose_name="跟进日期", auto_now_add=True) 201 note = models.TextField(verbose_name="跟进内容...") 202 203 204 class PaymentRecord(models.Model): 205 """ 206 缴费记录 207 """ 208 customer = models.ForeignKey(Customer, verbose_name="客户") 209 210 class_list = models.ForeignKey(verbose_name="班级", to="ClassList", blank=True, null=True) 211 212 pay_type_choices = [ 213 (1, "订金/报名费"), 214 (2, "学费"), 215 (3, "转班"), 216 (4, "退学"), 217 (5, "退款"), 218 ] 219 pay_type = models.IntegerField(verbose_name="费用类型", choices=pay_type_choices, default=1) 220 paid_fee = models.IntegerField(verbose_name="费用数额", default=0) 221 turnover = models.IntegerField(verbose_name="成交金额", blank=True, null=True) 222 quote = models.IntegerField(verbose_name="报价金额", blank=True, null=True) 223 note = models.TextField(verbose_name="备注", blank=True, null=True) 224 date = models.DateTimeField(verbose_name="交款日期", auto_now_add=True) 225 consultant = models.ForeignKey(verbose_name="负责老师", to='UserInfo', help_text="谁签的单就选谁") 226 227 228 class Student(models.Model): 229 """ 230 学生表（已报名） 231 """ 232 customer = models.OneToOneField(verbose_name='客户信息', to='Customer') 233 234 username = models.CharField(verbose_name='用户名', max_length=32) 235 password = models.CharField(verbose_name='密码', max_length=64) 236 emergency_contract = models.CharField(max_length=32, blank=True, null=True, verbose_name='紧急联系人') 237 class_list = models.ManyToManyField(verbose_name="已报班级", to='ClassList', blank=True) 238 239 company = models.CharField(verbose_name='公司', max_length=128, blank=True, null=True) 240 location = models.CharField(max_length=64, verbose_name='所在区域', blank=True, null=True) 241 position = models.CharField(verbose_name='岗位', max_length=64, blank=True, null=True) 242 salary = models.IntegerField(verbose_name='薪资', blank=True, null=True) 243 welfare = models.CharField(verbose_name='福利', max_length=256, blank=True, null=True) 244 date = models.DateField(verbose_name='入职时间', help_text='格式yyyy-mm-dd', blank=True, null=True) 245 memo = models.CharField(verbose_name='备注', max_length=256, blank=True, null=True) 246 247 def __str__(self): 248 return self.username 249 250 251 class CourseRecord(models.Model): 252 """ 253 上课记录表 254 """ 255 class_obj = models.ForeignKey(verbose_name="班级", to="ClassList") 256 day_num = models.IntegerField(verbose_name="节次", help_text=u"此处填写第几节课或第几天课程...,必须为数字") 257 teacher = models.ForeignKey(verbose_name="讲师", to='UserInfo',limit_choices_to={'depart_id__in':[1003,1004]}) 258 date = models.DateField(verbose_name="上课日期", auto_now_add=True) 259 260 course_title = models.CharField(verbose_name='本节课程标题', max_length=64, blank=True, null=True) 261 course_memo = models.TextField(verbose_name='本节课程内容概要', blank=True, null=True) 262 has_homework = models.BooleanField(default=True, verbose_name="本节有作业") 263 homework_title = models.CharField(verbose_name='本节作业标题', max_length=64, blank=True, null=True) 264 homework_memo = models.TextField(verbose_name='作业描述', max_length=500, blank=True, null=True) 265 exam = models.TextField(verbose_name='踩分点', max_length=300, blank=True, null=True) 266 267 def __str__(self): 268 return "{0} day{1}".format(self.class_obj, self.day_num) 269 270 271 class StudyRecord(models.Model): 272 course_record = models.ForeignKey(verbose_name="第几天课程", to="CourseRecord") 273 student = models.ForeignKey(verbose_name="学员", to='Student') 274 record_choices = (('checked', "已签到"), 275 ('vacate', "请假"), 276 ('late', "迟到"), 277 ('noshow', "缺勤"), 278 ('leave_early', "早退"), 279 ) 280 record = models.CharField("上课纪录", choices=record_choices, default="checked", max_length=64) 281 score_choices = ((100, 'A+'), 282 (90, 'A'), 283 (85, 'B+'), 284 (80, 'B'), 285 (70, 'B-'), 286 (60, 'C+'), 287 (50, 'C'), 288 (40, 'C-'), 289 (0, ' D'), 290 (-1, 'N/A'), 291 (-100, 'COPY'), 292 (-1000, 'FAIL'), 293 ) 294 score = models.IntegerField("本节成绩", choices=score_choices, default=-1) 295 homework_note = models.CharField(verbose_name='作业评语', max_length=255, blank=True, null=True) 296 note = models.CharField(verbose_name="备注", max_length=255, blank=True, null=True) 297 298 homework = models.FileField(verbose_name='作业文件', blank=True, null=True, default=None) 299 stu_memo = models.TextField(verbose_name='学员备注', blank=True, null=True) 300 date = models.DateTimeField(verbose_name='提交日期', auto_now_add=True) 301 302 def __str__(self): 303 return "{0}-{1}".format(self.course_record, self.student)
- 销售
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