Collecting and browsing system for business information, information control apparatus and recording medium
Abstract
(57) A summary and subject By a salesperson, consumers' intention is grasped appropriately, it provides for a client, and the education of a salesperson is enabled appropriately. Solution means Reside at a volume retailer etc. And the sales support member which supports sale of a cellular phone etc. Is made to possess the personal digital assistant 11. From this personal digital assistant 11, a sales support member makes the DB server 13 raise information, including consumers' trend acquired by touching consumers, an intention, the basis of goods determination, a question, etc. , and is accumulated. The DB server 13 edits this information, creates the data in which consumers' trend is shown at the time of merchandise purchase, and provides with them the client which paid the predetermined charge of information on the web. On the other hand, from the accumulated information, edit a question, its reply, merchandise information, etc. , create an E-mail, and it is made to display on the personal digital assistant 11 of a sales support member, and contributes to the education of a sales support member.
Term
Term ended
Projected expiry passed 31 May 2020, 6.3 years ago.
- Priority and filed
- Published
- Projected expiry
- Today
19 claims: 5 independent, 14 dependent
- 1[Claims] [Claim 1] A business information collection / viewing system including an information management device for transmitting / receiving information via a network and a portable staff terminal possessed by a plurality of staff. The information management device is Business information receiving means for receiving business information supplied from mobile terminals, A business information storage means for storing business information received by the business information receiving means, and a business information storage means. An editing means that edits the business information stored in the business information storage means to generate browsing data, and A browsing data providing means that provides browsing data generated by the editing means for business strategy examination, and a browsing data providing means. With The staff terminal is An input method for staff to enter the acquired business information, A means for transmitting the business information input by the input means to the information management device, and To prepare A business information collection / browsing system characterized by this. 【特許請求の範囲】 【請求項1】ネットワークを介して情報を送受信する情報管理装置と、複数のスタッフが所持する携帯型のスタッフ端末とを備えるビジネス情報収集・閲覧システムであって、 前記情報管理装置は、 携帯端末より供給されるビジネス情報を受信するビジネス情報受信手段と、 前記ビジネス情報受信手段で受信したビジネス情報を記憶するビジネス情報記憶手段と、 前記ビジネス情報記憶手段に記憶されたビジネス情報を編集して、閲覧用データを生成する編集手段と、 前記編集手段により生成された閲覧用データを、ビジネス戦略検討のために提供する閲覧用データ提供手段と、 を備え、 前記スタッフ端末は、 スタッフが、取得したビジネス情報を入力する入力手段と、 前記入力手段により入力されたビジネス情報を、前記情報管理装置に送信する手段と、 を備える、 ことを特徴とするビジネス情報収集・閲覧システム。
- 3The staff terminal is possessed by a sales support staff stationed at a store, and the sales staff inputs business information obtained by contacting a consumer. Business information collection / browsing system described in 2. 【請求項3】前記スタッフ端末は、販売店に駐在する販売支援スタッフにより所持され、該販売スタッフが消費者と接触する事により得たビジネス情報を入力する、ことを特徴とする請求項1又は2に記載のビジネス情報収集・閲覧システム。
- 5The staff terminal is possessed by a traveling sales staff who visits a plurality of stores and conducts sales activities, and inputs business information obtained by the traveling sales staff. Or the business information collection / browsing system described in 2. 【請求項5】前記スタッフ端末は、複数の販売店を訪問して営業活動を行う巡回営業スタッフにより所持され、該巡回営業スタッフが得たビジネス情報を入力する、ことを特徴とする請求項1又は2に記載のビジネス情報収集・閲覧システム。
- 10An information management device for a business information collection / browsing system including an information management device for transmitting / receiving information via a network and a portable staff terminal possessed by a plurality of staff members. A receiving means for receiving business information acquired by staff from a mobile terminal, A business information storage means for storing business information received by the receiving means, and a business information storage means. An editing means that edits the business information stored in the business information storage means to generate browsing data, and A browsing data providing means that provides browsing data generated by the editing means for business strategy examination, and a browsing data providing means. An information management device characterized by being equipped with. 【請求項10】ネットワークを介して情報を送受信する情報管理装置と、複数のスタッフが所持する携帯型のスタッフ端末とを備えるビジネス情報収集・閲覧システム用の情報管理装置であって、 スタッフが取得したビジネス情報を携帯端末より受信する受信手段と、 前記受信手段で受信したビジネス情報を記憶するビジネス情報記憶手段と、 前記ビジネス情報記憶手段に記憶されたビジネス情報を編集して、閲覧用データを生成する編集手段と、 前記編集手段により生成された閲覧用データを、ビジネス戦略検討のために提供する閲覧用データ提供手段と、 を備える、ことを特徴とする情報管理装置。
- 19The computer, It is an information management device for a business information collection / browsing system equipped with an information management device that transmits / receives information via a network and a portable staff terminal owned by a plurality of staff members. A receiving means for receiving business information acquired by staff from a mobile terminal, A business information storage means for storing business information received by the receiving means, and a business information storage means. An editing means that edits the business information stored in the business information storage means to generate browsing data, and A browsing data providing means that provides browsing data generated by the editing means for business strategy examination, and a browsing data providing means. A computer-readable recording medium on which a program for functioning as an information management device is recorded. 【請求項19】コンピュータを、 ネットワークを介して情報を送受信する情報管理装置と、複数のスタッフが所持する携帯型のスタッフ端末とを備えるビジネス情報収集・閲覧システム用の情報管理装置であって、 スタッフが取得したビジネス情報を携帯端末より受信する受信手段と、 前記受信手段で受信したビジネス情報を記憶するビジネス情報記憶手段と、 前記ビジネス情報記憶手段に記憶されたビジネス情報を編集して、閲覧用データを生成する編集手段と、 前記編集手段により生成された閲覧用データを、ビジネス戦略検討のために提供する閲覧用データ提供手段と、 を備える情報管理装置として機能させるためのプログラムを記録したコンピュータ読み取り可能な記録媒体。
Independent claims5
220 paragraphs in 1 section, as filed
Description: TECHNICAL FIELD [Detailed description of the invention]
【0001】
[Technical field to which the invention belongs]
The present invention transmits business information acquired by staff (for example, information indicating trends of consumers and stores at the time of sale / business of goods or services (hereinafter, products)) to the center with a mobile terminal and stocks the center. , Analyzing this and providing it to clients to assist in business strategy (business strategy / sales strategy) planning, while feeding back analysis data and making it available for training.
【0002】
[Conventional technology]
In formulating business strategies (sales strategy, sales strategy, product planning, etc.), it is important to collect business information such as sales / sales information and to investigate trends of consumers / retailers. Is.
【0003】
It is possible to collect product sales information using a POS (Point Of Sales) terminal or the like. However, although it is possible for retailers to directly use the sales data obtained by POS, it is difficult for manufacturers and the like to acquire sales information in real time. In addition, the data collected by the POS terminal is only quantitative data on the products actually sold, and it is not possible to know the consumer trends (including consumer awareness) at the time of sale from the sales information.
【0004】
For this reason, manufacturers and telecommunications carriers have traditionally conducted large-scale market research or attached buyer questionnaire postcards to products in order to grasp consumption trends, and collected data at a huge cost and time. Etc. were necessary.
【0005】
However, when it comes to market research, consumers have to answer a huge amount of questions, and for the cost, the probability of getting a valid answer is low, it takes time, and the utility value of data is low. There is.
【0006】
[Problems to be Solved by the Invention]
Information on consumer trends, such as what consumers are paying close attention to when selecting products and services, and what points they are satisfied with or dissatisfied with existing products and services, is available. It is something that a salesperson can get by feeling. However, such information was only accumulated as personal know-how of sales staff and was not effectively utilized.
【0007】
It is conceivable to have a salesperson fill in information on consumer trends on a sheet, collect it, and aggregate it, but the work of printing the sheet, entering data, registering data, and totaling is enormous and complicated. Yes, it is not effective and it is difficult to provide information in real time. The awareness and knowledge of dealers have a great influence on the sale of products and services, but it was difficult to properly collect this information and use it as a material for business strategy.
【0008】
In addition, various measures have been taken in order to develop excellent sales and sales staff. However, despite the cost and time required, there is a problem that excellent staff cannot be trained. On the other hand, there is a problem that the sales knowledge and sales knowledge of excellent staff are personal and are not effectively utilized for staff education.
【0009】
The present invention has been made in view of the above circumstances, and an object of the present invention is to appropriately collect and provide business information obtained by staff. Another object of the present invention is to enable the staff to be properly educated.
【0010】
[Means for solving problems]
In order to achieve the above object, the business information collection / browsing system according to the first aspect of the present invention includes an information management device for transmitting / receiving information via a network and a portable staff terminal possessed by a plurality of staff members. The information management device includes a business information receiving means for receiving business information supplied from a mobile terminal, a business information storing means for storing the business information received by the business information receiving means, and the business information storing means. It is provided with an editing means for editing the stored business information to generate browsing data and a browsing data providing means for providing the browsing data generated by the editing means for business strategy examination. The staff terminal is characterized by comprising an input means for the staff to input the acquired business information and a means for transmitting the business information input by the input means to the information management device.
【0011】
According to this configuration, business information (sales / sales information, for example, consumer consumption trends, consumer awareness (products) obtained by staff (sales staff, sales staff, etc.) by interacting with consumers / clerk, etc. Expectations, motives for purchasing products, reasons for decision), consumers' dissatisfaction / satisfaction with existing products / services and their reasons, sales policies of dealers, etc.) are collected by an information management device and collected. Can be edited and provided. By using this information, it can be used as a material for considering business strategies (sales strategy, sales strategy, future product planning, etc.). Since the staff is in a position of direct contact with consumers and store clerks, they can understand the demands, opinions and policies of consumers and stores, and can provide accurate and appropriate business information. In general, sales information can be obtained relatively easily by a POS terminal or the like. However, it is difficult to accurately grasp consumption trends and sales trends from this type of data alone. On the other hand, staff are in a position to interact with consumers and store clerks and listen to live voices, and can provide accurate and appropriate business information.
【0012】
The information management device further includes a means for editing business information to generate educational data for staff education and a means for providing educational data to the staff terminal, and the staff terminal is provided with the provided educational data. May be provided with means to regenerate and improve staff capabilities. For example, at the sales site, by editing frequently asked questions from consumers and their answers and sending them to the staff terminal, it is possible to improve product knowledge and customer responsiveness, and improve sales power. Become.
【0013】
The staff terminal is possessed by, for example, a sales support staff stationed at a store, and the sales staff inputs sales information obtained by contacting a consumer. In this case, the business information includes, for example, performance data on sales, information on the consumer's situation, consciousness and / or trends that the sales staff perceived by contacting the consumer for sale, and the like.
【0014】
The staff terminal is possessed by, for example, a traveling sales staff who visits a plurality of stores and conducts sales activities, and inputs business information obtained by the traveling sales staff. In this case, the business information includes performance data on sales, information on the situation, awareness and / or trends of store personnel that the traveling sales staff perceived by contacting the store personnel for sales.
【0015】
The information management device may further include means for notifying each staff terminal of the item to be researched. In this case, the staff terminal includes means for inputting the research content of the notified research target item and transmitting it to the information management device. By appropriately setting research items and notifying the staff terminal according to the client's request, it is possible to collect necessary information quickly and appropriately.
【0016】
The information management device may include a personnel information storage means for storing the personnel information and work information of each staff member, and a processing means for performing salary calculation based on the personnel / work information stored in the personnel information storage means. Good. In this case, the staff terminal may include means for inputting work information including attendance / leaving data and transmitting it to the information management device.
【0017】
A means for providing the browsing data on the web page may be provided.
【0018】
In order to achieve the above object, the information management device according to the second aspect of the present invention includes business information including an information management device for transmitting and receiving information via a network and a portable staff terminal possessed by a plurality of staff. An information management device for a collection / browsing system, a receiving means for receiving business information acquired by staff from a mobile terminal, a business information storage means for storing business information received by the receiving means, and the business information storage. An editing means that edits the business information stored in the means to generate browsing data, and a browsing data providing means that provides the browsing data generated by the editing means for business strategy examination. It is characterized by being prepared.
【0019】
A means for editing business information to generate educational data for staff education and a means for providing educational data to staff terminals may be arranged. The information management device may further include a means for notifying each staff terminal of the item to be researched, a means for receiving the research content transmitted from the staff terminal, and a means for editing the received research content. Good.
【0020】
The information management device includes a personnel information means for storing personnel information and work information of each staff, a means for inputting work information including attendance / leaving data transmitted from the staff terminal, and reflecting the information in the personnel information. It may be provided with a processing means for performing payroll calculation based on the personnel / work information stored in the personnel information storage means.
【0021】
A means for providing the browsing data on the web page may be provided.
【0022】
The receiving means receives, for example, business information transmitted from a staff terminal possessed by a sales support staff stationed at a store and obtained by the sales staff coming into contact with a consumer. In this case, the business information includes, for example, performance data on sales, information on the consumer's situation, awareness and / or trends that the sales staff perceived by contacting the consumer for sale, and the like.
【0023】
The receiving means receives, for example, business information obtained by the traveling sales staff, which is transmitted from a staff terminal possessed by the traveling sales staff who visits a plurality of stores and conducts sales activities. The business information includes, for example, performance data on sales, information on the situation, awareness and / or trends of store personnel that the traveling sales staff perceived by contacting store personnel for sales.
【0024】
An information management device for a business information collection / browsing system equipped with an information management device that sends and receives information via a computer and a portable staff terminal owned by a plurality of staff, and is a business acquired by the staff. A receiving means for receiving information from a mobile terminal, a business information storing means for storing business information received by the receiving means, and a business information stored in the business information storing means are edited to generate browsing data. A computer-readable record recording a program for functioning as an information management device including an editing means and a browsing data providing means for providing browsing data generated by the editing means for business strategy examination. From the medium, the program may be installed and run on the computer.
【0025】
BEST MODE FOR CARRYING OUT THE INVENTION
Hereinafter, the business information collection / viewing system according to the embodiment of the present invention will be described in detail with reference to the drawings.
【0026】
(First Embodiment) FIG. 1 is a diagram showing a configuration of a business information collection / browsing system according to the first embodiment of the present invention. As shown, this network system is a mobile terminal 11 that is interconnected via network 10.<sub>1</sub>~11<sub>m</sub>It has (m is an arbitrary natural number), a DB (database) server 13, a mail server 15, and a client terminal 17.
【0027】
The network 10 is composed of the Internet, LAN (Local Area Network), telephone line, mobile communication network, etc., and is a mobile terminal 11<sub>1</sub>~11<sub>m</sub>This is to enable information transmission / reception between the server and the DB server 13.
【0028】
Mobile terminal 11<sub>1</sub>~11<sub>m</sub>Is composed of mobile terminal devices such as mobile phone devices (mobile phones, PHS (Perasonal Handy phon System)), PDAs (Personal Data Assistance), personal computers, etc. that can browse WEB pages, and is a DB server 13 via network 10. Communicate with. Here, mobile terminal 11<sub>1</sub>~11<sub>m</sub>Is possessed by sales staff who are seconded to retail stores such as mass retailers to sell electronic devices, especially mobile phones, and arbitrary information can be registered on the homepage provided by the DB server 13. Also, mobile terminal 11<sub>1</sub>~11<sub>m</sub>Can browse e-mails stored in the mailbox of the mail server 15.
【0029】
The DB server 13 is a facility of a business operator (for example, a temporary staffing agency) that dispatches sales support staff (sales staff) or support staff to a plurality of dealers in a contract form such as outsourcing, dispatching, or seconding. Installed in, via network 10, mobile terminal 11<sub>1</sub>~11<sub>m</sub>Communicate with.
【0030】
FIG. 2 is a diagram showing the configuration of the DB server 13. As shown in the figure, the DB server 13 connects the central processing unit 20, the storage device 21, the input device 22, the display device 23, the DB device 24, the communication I / F (interface) 25, and the like. It has a bus 26 to do.
【0031】
The central processing unit (CPU) 20 is composed of a microprocessor and the like, and controls the operation of the entire DB server 13 according to a program stored in the storage device 21.
【0032】
The storage device 21 is composed of a RAM (Random Access Memory), a ROM (Read Only Memory), a hard disk device, and the like, and functions as a main storage and work area of the central processing unit 20, an operation program storage area, and the like. The programs stored in the storage device 21 include a collection program for collecting information from a mobile terminal, a DB control program for controlling a DB, and an HTML document by editing (processing) the information stored in the DB. There is an editing program that generates the generated HTML document, a web program that provides the generated HTML document to an external client terminal, a mail program that edits (processes) the information stored in the DB, and generates and sends an e-mail. ..
【0033】
The input device 22 is composed of a keyboard, a mouse, and the like, and inputs data such as instruction information and a character code that instruct the operation of the DB server 13.
【0034】
The display device 23 is composed of a CRT (Cathode Ray Tube) display, an LCD (Liquid Crystal Display), or the like, and displays a GUI (Graphical User Interface) screen for facilitating input processing and various processing results.
【0035】
The DB device 24 is composed of an auxiliary storage device such as a magnetic disk, and includes a form file F1, a browsing page file F2, a store information database DB1, a sales information database DB2, and a staff database DB3.
【0036】
The form file F1 stores various forms for inputting, selecting, and displaying data using the mobile terminal 11. These forms are written in page description languages such as HTML and XHTML.
【0037】
The browsing page file F2 is information obtained by processing the information input from the mobile terminal 11, and stores a page to be provided on the web in the client terminal 17. These pages are also created in page description languages such as HTML and XHTML.
【0038】
The store information database DB1 is a store name, location, direction (transportation route), person in charge, and sales method / sales method specific to the store (for example, a clerk gives a voice to the customer) of the store receiving the request for sales support. Store information such as (Do not call, on the contrary, actively call out).
【0039】
The sales information database DB2 stores quantitative sales information and qualitative sales information. Quantitative sales information includes, for example, the number of sales of each model of each manufacturer for each store. In addition, as qualitative information, sales information entered by sales support staff, in particular, customer trends and awareness at the time of sale, sale talks linked to sales, and customer satisfaction (dissatisfaction) with existing products and services. And the reason, the customer's need for the product or service, the customer's reaction to the product planning (whether it is known or not, whether it is attractive, etc.) and the reason, the frequently asked questions from the customer, and other points that I noticed.
【0040】
The staff database DB3 stores various data about each sales staff. For example, the name / name, rank (experience level), salary system, work schedule (planned), past work record, salary details, etc. of each sales staff are stored.
【0041】
The mail server 15 in FIG. 1 is an e-mail storage / forwarding device typified by a workstation, decrypts the destination e-mail address of the e-mail received via the network 10, and the destination mailbox is in the own server. If so, store the email in that mailbox. If the destination mailbox is on another server, it will be forwarded to that server. Also, if the destination mailbox is not found, an e-mail notifying that fact is created and stored in the sender's mailbox.
【0042】
The client terminal 17 in Fig. 1 is composed of a personal computer, etc., and requests the operating entity of this system to provide sales information, for the purpose of formulating management / sales strategies, product planning, etc. , Refer to the browsing page provided by DB server 13 with a web browser or the like.
【0043】
The operation of the system according to the embodiment of the present invention will be described below.
【0044】
The business operator that operates this sales information system trains sales support staff. The business operator concludes a contract with each sales supporter regarding the salary system (hourly wage, daily wage, monthly wage), etc., and further sets a rank based on the sales ability of each sales supporter. This information is set in the staff database DB3 for each sales support staff.
【0045】
In response to a request from the client store (so-called mass retailer, etc.), the business operator assigns a sales support staff to the store in the form of business consignment, dispatch, secondment, etc., and sells to customers (consumers). Engage in response.
【0046】
A shift table is generated in advance for which sales support staff is to be dispatched to which store, and is stored in the staff database DB3 in advance.
【0047】
The sales support staff accesses the DB server 13 from the bookmark of his / her mobile terminal 11 as needed. In response to the access, the DB server 13 reads, for example, the top page shown in FIG. 3 from the form file F1 and provides it to the mobile terminal 11. As shown in FIG. 4, the mobile terminal 11 displays this page on the screen, and the sales support staff enters the ID (identification code) and password given to him / her and clicks the authentication button. The DB server 13 determines whether or not the entered ID and password match those registered in the staff database DB3, and if they match, the login is permitted.
【0048】
When the DB server 13 logs in, it responds to the access, reads out the selection screen shown in FIG. 5 from the form file F1, adds the name of the sales support staff, and provides it to the mobile terminal 11. The mobile terminal 11 displays this page on the screen, and the sales support staff selects the necessary processing.
【0049】
Each sales supporter clicks the "confirm the day before" button to confirm tomorrow's shift (schedule). In response to this operation, the DB server 13 reads the shift of the person in charge (which store to go to work) stored in the staff database DB3, and displays the screen as shown in FIG. 6 on the mobile terminal 11. provide. Each sales support staff confirms the shift, and if the location of the store is unknown, the location is confirmed by referring to the guide map for each store, the guide message, etc. stored in the store database DB1. To do. Furthermore, the store-specific sales method (such as not calling out to the customer until the customer requests) stored in the store database DB1 is read and understood.
【0050】
Each sales supporter enters the designated store by the designated time according to his / her own schedule. When you enter the store, access the DB server 13, enter your ID and password on the top screen shown in Fig. 3, and then click "Enter on the day" on the selection screen shown in Fig. 5 to see the figure. Read the screen shown in 7 and click the "Contact" button. The DB server 13 registers the time when the notification is received in association with the staff of the staff database DB3. At this time, the location confirmation service of the mobile terminal or PHS may be used to confirm whether or not the relevant staff is present at the location of the store. In this case, for example, the location of each store is registered in advance, and when the entry time is notified, the location provided by the location confirmation service substantially matches the location of the store scheduled to be seconded. You just have to make sure that you are there.
【0051】
During business hours, sales support staff respond to customers (consumers) and recommend products while talking about various things. In addition, in casual conversations in sales activities, the products and services (needs) that customers are looking for, the satisfaction and dissatisfaction of current products and services and their reasons, awareness and evaluation of product planning under development, etc. To grasp.
【0052】
At the end of the day's business, each sales supporter accesses the DB server 13, enters his or her ID and password on the top screen shown in Fig. 3, and then on the selection screen shown in Fig. 5. , Click the "Data entry" button to read the data entry selection screen shown in Fig. 8.
【0053】
Here, for example, when inputting one's own work report, click the "work report" button. Then, the DB server 13 provides the screen shown in FIG. 9 to the mobile terminal 11. Each sales supporter inputs the exit time and transportation expenses on the screen shown in Fig. 9. The DB server 13 registers this information in the staff database DB3.
【0054】
To enter a business report, click the "Work Report" button. Then, the DB server 13 provides the business selection screen shown in FIG. 10 to the mobile terminal 11, and each sales support member selects the business content of the data to be input on the business selection screen of FIG.
【0055】
For example, if a sales supporter is entrusted by a company and works as a salesperson for that company, click the "In-house sales status" button. Then, the DB server 13 provides the mobile terminal 11 with an in-house sales status screen for inputting the status regarding the products to be sold by the consignor company shown in FIG. On the input screen shown in FIG. 11, each sales supporter inputs data on the store price, the number of displays, the sales record, the number of inventories, the display form, the sales form, the demo form, the sales promotion tool, and the like for each product.
【0056】
In addition, the sales support staff uses the text box on the screen shown in FIG. 11 to input information such as frequently asked questions from consumers and successful sales talks. For example, 1 "What are the merits of color LCDs?", 2 "Is it true that Company A's B series can directly exchange emails with other companies' mobile phones?", 3 "Company C started. What is the content of the new service? " Enter questions from consumers, such as.
【0057】
Also, for example, "B company's product, today we were able to sell 5 units at a family discount. For model Q, I was at a loss because the price was a little high, but e-mail is cheaper with packet communication. After explaining what you can do, he decided. For character products, your child will be used. Enter a successful sales talk. Of course, enter the case of reflection. Also, if you are aware of the needs (product concept or planning) that the customer is looking for, enter them. For example, enter the customer's wishes such as "I want a mobile phone with the appearance of character K" and "I want a mobile terminal on which a TV can be displayed".
【0058】
When the data entry is completed, the sales support staff clicks the "Register" button. In response to this button operation, the form terminal 11 transmits the input information to the DB server 13. The DB server 13 registers this information in the sales information database DB2. Therefore, in the sales information database DB2, not only quantitative sales data such as sales, but also qualitative sales data obtained by the sales support staff contacting consumers and store personnel on site will be accumulated.
【0059】
Next, the sales support staff clicks the "change of sales floor" button on the selection screen shown in FIG. Then, the DB server 13 provides the screen shown in FIG. 12 to the mobile terminal 11. On the screen shown in Fig. 12, each sales supporter inputs the items he / she notices about the store he / she is in charge of, the sales floor of the company that is his / her client, and the entire sales floor. The DB server 13 registers this information in the sales information database DB2.
【0060】
In addition, the sales support staff clicks the "Product Evaluation" button on the selection screen shown in FIG. Then, the DB server 13 provides the screen shown in FIG. 13 to the mobile terminal 11. On the screen shown in Fig. 13, each sales support staff inputs evaluations, questions, requests, complaints, etc. from customers and stores regarding the products of their clients and other companies. The DB server 13 registers this information in the sales information database DB2.
【0061】
In addition, the sales support staff clicks the "sales ranking" button on the selection screen shown in FIG. Then, the DB server 13 provides the screen shown in FIG. 14 to the mobile terminal 11. On the screen shown in FIG. 14, each sales supporter inputs the ranking of the best-selling products in the store or department he / she is in charge of. The DB server 13 registers this information in the sales information database DB2.
【0062】
On the other hand, a demonstration supporter who is in charge of the demonstration at a store clicks the "Demo Business Report" button on the selection screen shown in Fig. 3. Then, the DB server 13 provides the mobile terminal 11 with the demonstration business report selection screen shown in FIG. Here, the "in-house sales status" and the "selling ranking" are the same as described above.
【0063】
When each demonstration supporter clicks the "Situation on site" button on the demonstration work report selection screen shown in FIG. 15, the DB server 13 provides the screen shown in FIG. 16 to the mobile terminal 11. On the screen shown in Fig. 16, each sales support staff has their own impressions, thoughts, customer reactions (impressions, questions, requests, complaints, etc.) and store reactions (impressions, questions, requests, etc.) regarding the demonstrations they were in charge of. Enter complaints, etc.). The DB server 13 registers this information in the sales information database DB2.
【0064】
These various input data include raw questions from customers, frequently asked questions, successful sales talks, case studies, and customer needs (product concepts and plans) and wishes. Then, this information is also accumulated in the sales information database DB2 together with the sales information from the sales support staff.
【0065】
The DB server 13 aggregates and statistically processes the contents registered in the sales information database DB2, and quantitative information such as, for example, by store, by store, by manufacturer, by model, by price range, etc. Generate sales record data (for example, list) in HTML format and store it in the browsing page file F2. The DB server 13 also edits qualitative information about consumer requests and frequently asked questions stored in the sales information database DB2 under the supervision of an expert, converts it into HTML format, and converts it into HTML format. Store in the browsing page file F2.
【0066】
The requester who paid the specified information fee to the operator of this system accesses the information reference-only address (URL) of the DB server 13 from his client terminal 17, and enters the specified ID and password. ,log in. The DB server 13 provides the browsing page stored in the browsing page file F2 to the client terminal 17 when the authentication by the ID and the password is OK. The client, along with the sales performance data (quantitative performance data) displayed on the client terminal 17, is the consumer's raw opinion that the sales support staff experienced while serving customers, and the consumer's intention at the time of product purchase. You can refer to trends. The client can utilize this information for formulating business strategy / sales strategy, product planning, etc.
【0067】
On the other hand, among the information stored in the sales information database DB2, frequently asked questions, etc., contribute to improving the ability of sales support staff by providing feedback, so they are collected, edited, and further model answers are given. Create a Q & A collection and update it daily. Similarly, successful sale talks and explanations will be collected and edited to create a manual collection, which will be updated daily.
【0068】
The DB server 13 converts the Q & A collection and the manual collection generated in this way into HTML and arranges them in, for example, the form file F1 that can be referred to from each mobile terminal 11. Each sales supporter can refer to this Q & A collection and manual collection as appropriate from his / her mobile terminal 11.
【0069】
Furthermore, the DB server 13 converts the newly added parts and important parts of the Q & A collection and the manual collection generated in this way into e-mails and sends them to the e-mail addresses of each salesperson registered in the staff database DB3. .. By telling the content you want to research, the sales support staff can hear the content from the consumer and get feedback. This e-mail arrives at the mobile terminal 11 of each salesperson and is displayed on the display unit. Each sales support staff will refer to the received e-mail and refer to it at the next customer service by increasing product knowledge.
【0070】
Depending on the content, a rank may be set for the e-mail, and the e-mail may be sent only to the sales support staff according to the rank. For example, if the content described in the email is rudimentary, a "basic level" is set for the delivery destination of the email. The e-mail sending program extracts the e-mail addresses of the sales support staff who are set as A level (white belt: basic level) as the rank in the staff database DB3, and sends the created e-mail.
【0071】
In this way, according to this embodiment, not only the sales quantity data but also the customer's raw voice acquired in the field by the salesperson who directly contacts the customer can be referred to at the sales site. Clients can use this information to plan and design sales, prices, campaigns, and product strategies. In addition, it is possible to grasp the situation at the sales site. In addition, clients can catch the trends of competitors in real time.
【0072】
In addition, the DB server 13 can also perform personnel management and payroll calculation of sales support staff based on the personnel / attendance data input from each mobile terminal 11. For example, from the store entry time and store opening time registered daily, it is confirmed that the work was done according to the schedule setting, the working hours set by the schedule are calculated, and this is totaled, for example, per month. By calculating the working hours of, and multiplying this by the hourly wage, the monthly wage can be calculated, and this information can be organized and registered in the staff database DB3 for use.
【0073】
Each sales supporter may be able to confirm the information requested by the DB server 13. For example, when a sales supporter clicks the "Confirm Information" button on the selection screen shown in Fig. 3, the selection screen as shown in Fig. 17 (a) is displayed, and "Work status this month" is clicked. Then, as shown in FIG. 17 (b), the information for the staff registered in the staff database DB3 may be organized and displayed.
【0074】
Furthermore, when "Schedule Confirmation" is clicked on the selection screen shown in FIG. 17 (a), the selection screen as shown in FIG. 18 (a) is displayed, and depending on the selection, from the staff database on the staff database DB3. The schedule for the sales support staff may be read out and displayed in the format shown in FIGS. 18 (b) and 18 (c).
【0075】
In the above embodiment, an example is shown in which a staff member who sells a mobile phone at a mass merchandising store has a mobile terminal 11 to collect information, but a clerk at the mass merchandising store may collect the information. Further, the mobile terminal is not limited to a mobile phone for inputting information, and a PDA, an ordinary computer, or the like may be used as long as communication is possible. In addition, the target (goods and services) sold by the sales staff is arbitrary.
【0076】
(Second Embodiment) In the first embodiment described above, an example is shown in which a sales support staff member or a clerk who is in direct contact with a consumer is made to possess a mobile terminal 11 to collect information. On the other hand, some of the staff are outsourced by carriers and manufacturers, touring retail stores such as home appliances, mass sales, DS, GMS, etc., and providing sales activities, information provision, and collection to sales staff and sales floor staff. There is a patrol salesperson called Rounder (trademark) who is in charge of retail support operations such as creating communication with stores. These patrol sales staff are in charge of about 15 stores by themselves, patrol 2 to 3 stores a day, supervisor function of helper (sales supporter), product inventory management / ordering, management of sales promotion tools / Mainly responsible for installation, contract document management, sales floor management (negotiations for face expansion, etc.), and collection and transmission of sales information (sales targets, etc.).
【0077】
A store that the patrol sales staff was impressed by having this type of patrol salesperson possess the above-mentioned mobile terminal 11 and contacting the store personnel for sales, as well as the sales information (actual data related to sales, sales). By inputting information on the situation, awareness and / or trends of the parties concerned, etc.), it is possible to obtain information that cannot be obtained only by the sales support staff at the store.
【0078】
For example, the information that the patrol salesperson acquires and inputs / registers from the mobile terminal 11 includes the following. 1. In-house sales status (1) Over-the-counter price, (2) Number of displays, (3) Sales record, (4) Inventory quantity, (5) Display form, (6) Sales form, (7) Number of demonstrations, (8) Sales promotion tool [0079]
2. Changes in sales floor (1) Own sales floor, (2) Whole sales floor [0080] [0080]
3. Product evaluation (1) Evaluation, (2) Question, (3) Request, (4) Complaint, (5) Other [0081]
4. Impressions from dealers (1) For client companies, (2) Understanding of products, (3) Campaign implementation status [0082]
5. Top-selling product ranking [0083]
The form terminal 11 transmits these input business information to the DB server 13. The DB server 13 stores these sales information in the sales information database DB2, edits, processes, and aggregates them, provides them to the client 17, or sends them as educational data to the staff terminal 11.
【0084】
According to this second embodiment, sales information from traveling sales staff working at the sales site can be collected and used for examining business strategies such as sales strategy and product planning. ..
【0085】
The present invention is not limited to the above embodiment, and various modifications and applications are possible. For example, in the above embodiment, an example is shown in which the sales support staff and the patrol sales staff input sales information / sales information from the mobile terminal 11. The present invention is not limited to these, and in various situations of business, staff who perform various operations input various information (business information) about the business at the mobile site, collect and edit it, and perform a business strategy. It is widely applicable when it is provided as a material for studying.
【0086】
For example, when a client requests to investigate a specific matter, the matter may be intensively researched. In this case, for example, the request content is input from the input device 22 of the DB server 13. The DB server 13 creates an e-mail to convey the content of this request and sends it to all sales support staff. Alternatively, the content of the request will be posted on the top page shown in Fig. 3.
【0087】
The sales support staff who received the instruction can hear the contents to consumers and clerk and get feedback. The sales support staff inputs the acquired information from a predetermined input screen in the same manner as other information.
【0088】
In addition, for ease of understanding, an example in which the DB server 13 is configured with one server device is shown, but the management server that controls and manages the database and the management server that accepts information input on the web screen. A group of servers by function, such as a web server that supplies to the server, registers it in the database, reads the stored contents of the database via the management server, edits it, and provides it, and a mail server that sends and receives e-mail. It may be composed of.
【0089】
The DB server 13 can be realized by using an ordinary computer without using a dedicated device. That is, a program for causing a computer to execute each of the above processes is recorded on a recording medium (CD-ROM, floppy (registered trademark) disk, MO, ROM, etc.) and distributed, or transmitted by communication, and this is transmitted. By installing it on a computer and running it on an OS (operating system), the computer can function as the above-mentioned DB server 13.
【0090】
[Effect of the invention]
As described above, according to the present invention, it is possible to appropriately collect, edit and provide the business information acquired by the staff. Further, according to the present invention, it is possible to appropriately educate sales staff.
[Simple explanation of drawings]
[Figure 1]
It is a figure which shows the structure of the sales information collecting / browsing system which concerns on embodiment of this invention.
[Figure 2]
It is a figure which shows the structure of a DB server.
[Fig. 3]
It is a figure which shows an example of the top screen.
[Fig. 4]
It is a figure which shows the example which displayed the top screen on a mobile terminal.
[Fig. 5]
It is a figure which shows an example of a selection screen.
[Fig. 6]
It is a figure which shows an example of the confirmation screen of the previous day.
[Fig. 7]
It is a figure which shows an example of a store entry contact screen.
[Fig. 8]
It is a figure which shows an example of a data input screen.
[Fig. 9]
It is a figure which shows an example of the work report screen.
[Fig. 10]
It is a figure which shows an example of the business report screen.
[Fig. 11]
It is a figure which shows an example of the in-house sales status input screen.
[Fig. 12]
It is a figure which shows an example of the change information input screen of a sales floor.
[Fig. 13]
It is a figure which shows an example of the product evaluation input screen.
[Fig. 14]
It is a figure which shows an example of the selling product ranking input screen.
[Fig. 15]
It is a figure which shows an example of the demonstration business report screen.
[Fig. 16]
It is a figure which shows an example of a data input screen.
[Fig. 17]
(a) is a diagram showing an example of an information confirmation selection screen, and (b) is a diagram showing an example of a work status confirmation screen.
[Fig. 18]
(a) to (c) are diagrams showing an example of a schedule confirmation selection screen, a schedule display screen for this month, and a schedule display screen for the next month, respectively.
[Explanation of symbols]
10 networks 11<sub>1</sub>~11<sub>m</sub> Mobile terminal 13 DB server 15 mail server 17 Client terminal
Every citation, both ways
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| JP2003248751A | Cited by | Japan | Search report |
| US10460557B2 | Cited by | United States of America | Applicant |
| US11229835B2 | Cited by | United States of America | Applicant |
| US11069185B2 | Cited by | United States of America | Applicant |
| WO2004001648A1 | Cited by | World Intellectual Property Organization (WIPO) | International search |
| US10957150B2 | Cited by | United States of America | Applicant |
| US10347076B2 | Cited by | United States of America | Applicant |
| US10744416B2 | Cited by | United States of America | Applicant |
| US10406446B2 | Cited by | United States of America | Applicant |
| US10424153B2 | Cited by | United States of America | Applicant |
| US7908323B2 | Cited by | United States of America | Applicant |
| US10535221B2 | Cited by | United States of America | Applicant |
| US11055954B2 | Cited by | United States of America | Applicant |
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| JP2019028872A | Cited by | Japan | Search report |
2 priority claims, no other members on record
Priority claims2
| Document | Office | Kind | Date |
|---|---|---|---|
| 2000161604 | Japan | A | |
| JP20000161604 | – | – | – |
1 legal event, as the office reported them to INPADOC
Events
| Event | Code | |
|---|---|---|
| Application deemed to be withdrawn because no request for examination was validly filedWithdrawnA300 | A300 |
Numbers
- Publication
- 2001-344400
- Publication, DOCDB
- 2001344400
- Publication, EPODOC
- JP2001344400
- Application
- 161604
- Application, DOCDB
- 2000161604
- Application, EPODOC
- JP20000161604
Titles2
- Japanese
- 【発明の名称】ビジネス情報収集・閲覧システム、情報管理装置、及び記録媒体
- English
- [Title of the Invention] A business information collection / viewing system, an information management device, and a recording medium.
Classification
- IPC, 5
- G06Q10 06
- G06Q10 00
- G06Q30 02
- G06Q30 06
- G06Q50 00