arXiv:2606.04387cs.IRcs.AI2026-06被引 1

用大模型提升销售线索优先级,更准识别高价值客户。

Rethinking Sales Lead Scoring with LLM-based Hierarchical Preference Ranking

论文配图:Rethinking Sales Lead Scoring with LLM-based Hierarchical Preference Ranking
图 1 · 摘自论文原文
  • 结合结构化数据与客户交互文本,构建可排序的线索评分框架。
  • 在头部线索中提升39.7%精度,AUC达0.8161,超越现有方法。
  • 适合需要长周期决策的高价值销售场景,如汽车、地产。

高价值领域(如汽车、房地产)的销售线索转化周期长、流程复杂,与电商推荐有本质差异。传统基于规则或机器学习的线索评分方法存在监督信号稀疏、客户交互文本语义理解不足、无法捕捉线索优先级等问题。尽管大语言模型具备强语义理解能力,但通用模型生成文本而非可比分数,且不匹配销售漏斗的层级优先级。本文提出一种基于大模型的判别式框架,联合建模结构化CRM特征与非结构化客户交互。在此基础上,设计HPRO(层级偏好排序优化)方法,采用感知间隔的Bradley-Terry公式,将稀疏二值标签转化为蕴含漏斗层级信息的密集偏好对,实现点对点与成对监督的融合。在某头部新能源车企的大规模数据上实验显示,该方法在分类(AUC 0.8161)和排序性能上达到最优,排名前列线索的精确率提升39.7%。132天线上A/B测试验证了9.5%的销售量增长,证实其真实商业价值。

原文摘要 · Abstract (English)

Sales lead conversion in high-stakes domains (e.g., automotive, real estate) differs fundamentally from e-commerce recommendation due to prolonged decision cycles and multi-stage funnels. Traditional lead scoring methods rule-based scorecards, machine learning, or pointwise CTR models face severe challenges: sparse supervision, a semantic gap in unstructured CRM logs, and inability to capture relative lead priority. While Large Language Models(LLMs) offer superior semantic understanding of customer interactions, general-purpose LLMs are ill-suited for lead ranking: they generate text rather than comparable scores, and lack alignment with the hierarchical priorities of sales funnels. We introduce an LLM-based discriminative framework for sales lead scoring, which supports joint modeling of structured CRM features and unstructured customer interactions. On top of this framework, we propose HPRO (Hierarchical Preference Ranking Optimization), which augments sales lead scoring with a hierarchical preference ranking objective. HPRO employs a margin-aware Bradley-Terry formulation to transform sparse binary labels into dense, funnel-aware preference pairs, enabling lead scoring to leverage both pointwise and pairwise supervision. Experiments on large-scale data from a leading NEV brand demonstrate state-of-the-art classification (AUC 0.8161) and ranking performance (+39.7% precision among top-ranked leads). A 132-day online A/B test validates 9.5% sales volume uplift, confirming real-world commercial impact.

销售线索大模型应用排序优化

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