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Industrial Investment Author of this article: Zhai Wenting 2015-09-19
Zhang Tao thinks,For users,Dianping should provide content decisions、Payment discounts and numbering services。With the upgrade of consumption,The proportion of discounts will be reduced,But information decision-making is becoming more and more important,The demand for convenience is getting higher and higher。Request for preferential treatment,But I hope it is without losing the sense of honor
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“The next year is going to be fun,New things will keep coming out。O2O has just begun。”At the end of the interview,Zhang Tao suddenly said this。

The reason why I say that,Because the financing puzzle in Meituan has not been solved、Rumors comment on the sensitive moment of preparing strategic emerging boards,Dianping has chosen to publish some data since the launch of the “Snap Deals” in April: covering more than 600,000 stores,Monthly transaction volume exceeded 1 billion yuan,Transactions completed through flash discounts account for 40% of the total,And the number keeps rising。He also conveyed the news that the GMV transaction volume in the first-tier cities of Beijing, Shanghai, Guangzhou and Shenzhen 188bet sports betting app download exceeded that of competitors。

But this does not mean that reviews are completely safe。Chess to the middle game,I thought it was before dawn that the winner would be decided,Accept Alipay、The penetration of mobile payment based on WeChat,Baidu Nuomi’s strong entry,O2O is pushed to a new starting point。In Zhang Tao’s opinion,The accumulation of each company before is just the basis for starting over。

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On the surface,In comments、Meituan、You can find daily services and discounts on Nuomi,But each company is obsessed with its own business closed-loop logic。Meituan heavy trading,Income comes from deduction points;Comments and diversion,Mainly based on advertising model。

Meituan started out on the wave of group buying,Trading attributes are innate genes。Wang Xingzai has emphasized Meituan’s “T-shaped” strategy many times,Taking group buying as the main line,crossing catering、Hotel、Various subdivisions such as movies。Strong transaction attributes help Meituan increase transaction volume,won beautiful data。

But the “T-shaped strategy” also stretches Meituan’s frontline,Confrontation enhancement。Wang Xing’s opponent is not only Dianping,Including Qunar、Ctrip;Che Guevara、Movies,Are you hungry、Home Food Party,Even Baidu。Challenge everywhere,This is also one of the reasons why his pressure has increased recently。

Dianping also once lost its combat effectiveness 188bet app due to group buying,That’s when Meituan is full of wolfishness。Commentary that started as an information service because of wars all around,And it is cannibalizing its core battlefield catering,Zhang Tao admitted that he was a little forced to accept the challenge。The result was that Meituan overtook us。

Zhang Tao told "Chinese Entrepreneur",He wanted to understand something in 2013,If you want to do O2O closed loop,For users and merchants on the platform, three core elements must be met respectively。

For users,Dianping should provide content decisions、Payment discounts and numbering services。Zhang Tao’s logic is,With the upgrade of consumption,The proportion of discounts will be reduced,But information decision-making is becoming more and more important,The demand for convenience is getting higher and higher。Request for preferential treatment,But I hope it is without losing the sense of honor。To a certain extent,Wang Xing should agree with this view,Because Meituan has always advocated cheap and convenient services。

And the problem of discounts,Dianping is gradually abandoning group buying,In other words, the proportion in the future will be very small,But currently more than 60% of the transaction volume is through group buying and voucher channels。To a certain extent,Snap discount is indeed more humane and convenient than group buying,After dining, enter the amount directly on the merchant page to enjoy the discount。

Transactions were once 188bet sports betting app download the missing link in reviews,The massive traffic cannot be monetized。But Zhang Tao does not plan to rely on payment deductions as a business model,The ideal situation is that the service fee is close to the payment rate,Then charge based on the advertising model。“Trading is very important,Only with transactions can there be users,Only data is available,Advertising measurement is only available,Income must come from advertising,From traffic。”And he thinks,All platforms charge basically based on advertising model。

The demands of food, drink and entertainment businesses are,Passenger flow、Improvement of cost efficiency and value-added services。For catering companies,Attraction and retention are eternal topics,But the most important thing is to manage old customers。Now Dianping has taken over Tencent’s micro life,Use this channel to help merchants conduct affiliate marketing。While the waiter、Rent、Ingredients、Supply chain and other costs included,Dianping strives to optimize waiter costs。As for value-added services,includes financial services、Employee training, etc.。

Also,Compared to Meituan’s industry horizontal expansion,The review is OnePlus N mode,High-frequency catering drives beauties、Medium and low frequency fields such as weddings。And like takeout、Services such as hotels are connected to companies such as Ele.me。

The threshold is pushed to the ground

January this year,Dianping’s GMV transaction 188bet sports betting app download volume is still about half of its competitors,And in September,This number has reached 78.6%。Zhang Tao believes that flash benefits are a very important driving force,In fact, this means that Dianping’s local push troops are destroying their opponents。

Shanhui is a product proposed at the beginning of last year,But progress has been limited。It is said that the real turning point occurred after Alibaba Vice President Lu Guangyu joined。The monthly transaction volume and number of users of flash discounts have doubled,Every three stores that can pay in-store,There are two companies that support flash discounts。

Zhang Tao emphasized,The biggest achievement this year is that the transaction volume in Shenzhen exceeds that of competitors。It is said,That was an extremely difficult battle。

“It used to be just sales signing,In fact, he should be more like a waiter,The core is to help merchants put their menus、Brands and offers moved online。Sales team transitions to service role,Actually, it’s a challenge。"Zhang Tao said。

Because he experienced it personally,The difference between management and local promotion personnel and technical talents is quite big。“Must have experience,There is a management mechanism,Cadre rotation。Sales are more standardized actions,Be disciplined like an army,Cultural inspiration,Still shouting slogans,Clear rewards and punishments。There is no one with such ability in commenting before。”

Industry recognized,188bet sports betting app download Such talents are in Alibaba。Cheng Wei, founder of Didi, quits Alibaba;Meituan’s strong local promotion team and control over merchant relationships,The biggest credit goes to COO Gan Jiawei,This person is also from Ali。Lv Guangyu, who was hired by Dianping as his subordinate, is also from Alibaba,Dianping has entered more than 200 cities in more than half a year and has stolen the transaction volume of Meituan in more than 1,000 cities。

Zhang Tao calls the competition between Dianping and Meituan,Ali’s two strongest people compete in a peak showdown。

inevitably,Dianping is also investing money to subsidize merchants,"Because of homogeneous things,What our competitors have done we must do,But we hope the less the better。"But Zhang Tao said,He must win the battle of catering,And focus on this battle。For example, movies,They spent almost no money,Because he believes that the larger the size, the greater the loss,Just a diversion product。Once price war breaks out,Users are definitely going for the cheapest product。

He also admitted it without hesitation,The capital winter is coming。“But it’s a good thing for good companies,When capital is hot,All kinds of talents go out to start businesses,Now we are going to get some back。In addition, spending money is more rational,Can concentrate on doing things。”

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