CRM项目知识点总结

CRM(Customer Relationship Management）

概述：客户关系管理简称CRM（Customer Relationship Management）

客户关系管理的定义是：企业为提高核心竞争力，利用相应的信息技术以及互联网技术来协调企业与顾客间在销售、营销和服务上的交互，从而提升其管理方式，向客户提供创新式的个性化的客户交互和服务的过程。其最终目标是吸引新客户、保留老客户以及将已有客户转为忠实客户，增加市场份额。

开发流程

1.需求分析》》2.画思维导图》》3.业务场景分析（用户使用场景）》》4.原型图（UI等等）》》5.选择开发工具（框架、IDE等等）　

（1）需求分析

　　略

　　（2）画思维导图

　先不涉及权限，暂定数据库十一张表，关联关系如下

 

class UserProfile(models.Model):
    """用户信息表"""
    user = models.OneToOneField(User)
    name = models.CharField(verbose_name='姓名',max_length=64)
    role = models.ManyToManyField('Role',blank=True,verbose_name='角色')

    def __str__(self):
        return '%s-%s'%(self.name,self.role.name)

class Role(models.Model):
    """角色表"""
    name = models.CharField(verbose_name='角色名',max_length=64,unique=True)
    menus = models.ManyToManyField('Menus',verbose_name='菜单')
    def __str__(self):
        return self.name

class CustomerInfo(models.Model):
    '''客户信息表'''
    name = models.CharField(verbose_name='客户姓名',max_length=64,default=None)
    contact_type_choices = ((0,'qq'),(1,'微信'),(2,'手机'),)
    contact_type = models.SmallIntegerField(choices=contact_type_choices,default=0)
    contact = models.CharField(verbose_name='联系方式详情',max_length=64)
    source_choices = (
        (0,'QQ群'),
        (1,'51CTO'),
        (2,'百度推广'),
        (3,'知乎'),
        (4,'转介绍'),
        (5,'其他'),
    )
    source = models.SmallIntegerField(verbose_name='客户来源',choices=source_choices)
    referral_from = models.ForeignKey('self',null=True,blank=True,verbose_name='转介绍')
    consult_courses = models.ManyToManyField("Course",verbose_name='咨询课程')
    consult_content = models.TextField(verbose_name='咨询内容')
    status_choices = (
        (0,'未报名'),
        (1,'已报名'),
        (2,'已退学')
    )
    status = models.SmallIntegerField(choices=source_choices,verbose_name='客户报名状态')
    consultant = models.ForeignKey('UserProfile',verbose_name='课程顾问')
    data = models.DateField(auto_now_add=True)

    def __str__(self):
        return self.name

class Student(models.Model):
    """学员表"""
    customer = models.ForeignKey('CustomerInfo',verbose_name='学员客户')
    class_grades = models.ManyToManyField('ClassList',verbose_name='班级')

    def __str__(self):
        return self.customer

class CustomerFollowUp(models.Model):
    """客户跟踪记录表"""
    customer = models.ForeignKey('CustomerInfo',verbose_name='客户')
    content = models.TextField(verbose_name='跟踪内容')
    user = models.ForeignKey('UserProfile',verbose_name='跟进人')
    status_choices = (
        (0,'近期无报名计划'),
        (1,'一个月内报名'),
        (2,'2周内报名'),
        (3,'已报名')
    )
    status = models.SmallIntegerField(choices=status_choices,verbose_name='报名意向')
    data = models.DateField(auto_now_add=True)

    def __str__(self):
        return self.content



class Course(models.Model):
    """课程表"""
    name = models.CharField(max_length=64,verbose_name='课程名')
    price = models.PositiveSmallIntegerField(verbose_name='课程价格')
    period = models.PositiveSmallIntegerField(verbose_name='周期（月）',default=5)
    outline = models.TextField(verbose_name='大纲')

    def __str__(self):
        return self.name

class ClassList(models.Model):
    """班级列表"""
    branch = models.ForeignKey('Branch',verbose_name='校区')
    course = models.ForeignKey('Course',verbose_name='课程')
    class_type_choices = (
        (0,'脱产'),
        (1,'周末'),
        (2,'网络班'),
    )
    class_type = models.SmallIntegerField(choices=class_type_choices,default=0,verbose_name='班级类型')
    semester = models.SmallIntegerField(verbose_name='学期')
    teachers = models.ManyToManyField('UserProfile',verbose_name='任教老师')
    start_date = models.DateField(verbose_name='开班日期')
    graduate_date = models.DateField(verbose_name='毕业日期',blank=True,null=True)

    def __str__(self):
        return "%s(%s)期" %(self.course.name,self.semester)

    class Meta:
        unique_together = ('branch','class_type','course','semester')





class CourseRecord(models.Model):
    """上课记录"""
    class_grade = models.ForeignKey('ClassList',verbose_name='上课班级')
    day_num = models.PositiveSmallIntegerField(verbose_name='课程节次')
    teacher = models.ForeignKey('UserProfile',verbose_name='任课老师')
    title = models.CharField(max_length=64,verbose_name='本节主题')
    content = models.TextField('本节内容')
    has_homework = models.BooleanField(verbose_name='是否有作业',default=True)
    homework = models.TextField(verbose_name='作业需求',blank=True,null=True)
    date = models.DateField(auto_now_add=True)

    def __str__(self):
        return "%s第(%s)节" % (self.class_grade, self.day_num)
    class Meta:
        unique_together = ('class_grade', 'day_num')


class StudyRecord(models.Model):
    """学习记录表"""
    course_record = models.ForeignKey("CourseRecord")
    student = models.ForeignKey("Student")

    score_choices = ((100,"A+"),
                     (90,"A"),
                     (85,"B+"),
                     (80,"B"),
                     (75,"B-"),
                     (70,"C+"),
                     (60,"C"),
                     (40,"C-"),
                     (-50,"D"),
                     (0,"N/A"), #not avaliable
                     (-100,"COPY"), #not avaliable
                     )
    score = models.SmallIntegerField(choices=score_choices,default=0)
    show_choices = ((0,'缺勤'),
                    (1,'已签到'),
                    (2,'迟到'),
                    (3,'早退'),
                    )
    show_status = models.SmallIntegerField(choices=show_choices,default=1)
    note = models.TextField("成绩备注",blank=True,null=True)

    date = models.DateTimeField(auto_now_add=True)

    def __str__(self):

        return "%s %s %s" %(self.course_record,self.student,self.score)

class Branch(models.Model):
    """校区"""
    name = models.CharField(max_length=64,unique=True)
    addr = models.CharField(max_length=128,blank=True,null=True)
    def __str__(self):
        return self.name

class Menus(models.Model):
    """菜单表"""
    name = models.CharField(max_length=64)
    url_type_choices = ((0,'absolute'),(1,'dynamic'))
    url_type = models.SmallIntegerField(verbose_name='URL类型',choices=url_type_choices,default=0)
    url_name = models.CharField(verbose_name='URL',max_length=128)

    def __str__(self):
        return self.name

    class Meta:
        unique_together = ('name','url_name')

 

 

（3）用户使用场景分析

?

暂定角色：销售、学员、客户、教师、管理员

销售：招生、沟通客户、客户信息录入

学员：上课情况及成绩查询

客户：咨询课程及报名与否

教师：授课及课程记录填写

管理员：角色权限分配、全部信息查看

　　（4）原型图

　　由于CRM项目注重对数据的处理，所以暂定各个用户共用一套模板，数据动态生成

（5）开发工具的选择

　　开发环境：python3.5.3

　　框架：django1.10.6

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