【正文】 i / 89 宏源證券股份有限公司營(yíng)銷服務(wù)平臺(tái)整體解決方案 深圳市金證科技股份有限公司二零一一年十月ii / 89目 錄1 項(xiàng)目建設(shè)背景 .....................................................................................12 項(xiàng)目需求分析 .....................................................................................2 系統(tǒng)建設(shè)需求 ................................................................................................2 采用一體化平臺(tái)方案 ....................................................................................2 “六中心”的需求與設(shè)計(jì)思路 ....................................................................3 系統(tǒng)建設(shè)實(shí)施規(guī)劃 ........................................................................................43 總體方案設(shè)計(jì) .....................................................................................5 系統(tǒng)邏輯架構(gòu) ................................................................................................5 業(yè)務(wù)層次結(jié)構(gòu) ................................................................................................6 系統(tǒng)規(guī)模和性能 ............................................................................................7 數(shù)據(jù)規(guī)模估算 ........................................................................................7 系統(tǒng)性能要求 ........................................................................................9 網(wǎng)絡(luò)帶寬說明 ..............................................................................................11 系統(tǒng)部署架構(gòu) ..............................................................................................12 軟硬件配置 ..................................................................................................12 軟件配置建議 ......................................................................................12 硬件配置建議 ......................................................................................13 系統(tǒng)整合方案 ..............................................................................................134 業(yè)務(wù)功能設(shè)計(jì) ...................................................................................15 總體業(yè)務(wù)功能設(shè)計(jì) ......................................................................................15 統(tǒng)一的客戶管理中心 ..................................................................................16 客戶數(shù)據(jù)采集 ......................................................................................17 客戶數(shù)據(jù)更新 ......................................................................................18 客戶積分管理 ......................................................................................18 客戶分類分級(jí) ......................................................................................18iii / 89 客戶分組 ..............................................................................................27 客戶定位 ..............................................................................................27 客戶資料管理 ......................................................................................29 客戶 360176。全景視圖 ...........................................................................31 客戶信息查詢統(tǒng)計(jì) ..............................................................................41 客戶分析 ..............................................................................................44 營(yíng)銷服務(wù) ......................................................................................................46 產(chǎn)品訂制 ..............................................................................................46 產(chǎn)品推介 ..............................................................................................47 提醒服務(wù) ..............................................................................................48 關(guān)懷服務(wù) ..............................................................................................49 聯(lián)系溝通 ..............................................................................................49 營(yíng)銷活動(dòng)管理 ..............................................................................................50 營(yíng)銷活動(dòng)管理 ......................................................................................50 營(yíng)銷計(jì)劃 ..............................................................................................52 活動(dòng)量管理 ..........................................................................................57 營(yíng)銷報(bào)表管理 ......................................................................................59 資訊中心 ..............................................................................................59 工作平臺(tái) ......................................................................................................60 統(tǒng)一認(rèn)證 ..............................................................................................60 工作首頁 ..............................................................................................61 組織人員管理 ..............................................................................................64 組織結(jié)構(gòu)管理 ......................................................................................64 團(tuán)隊(duì)建立 ..............................................................................................65 人員管理 ..............................................................................................66 營(yíng)銷人員信息管理審核 ......................................................................67 考核管理 ......................................................................................................68 業(yè)績(jī)考核 ..............................................................................................69 職級(jí)考核 ..............................................................................................71iv / 89 收入考核 ..............................................................................................72 培訓(xùn)考試 ......................................................................................................75 培訓(xùn)管理 ..............................................................................................75 考試管理 ....................................