JP2002049701A - Consulting service system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To enable a consultant company to precisely instruct daily business activities of an enterprise in real time. SOLUTION: In this consulting service system, a client terminal 2 and a consultant terminal 4 are connected via a business managing server 1 by a network, and the server is provided with a receiving means 7 for business information from the client terminal, an answer need judging means 9, an answer preparing means 11, an answer transmitting means 13 to the consultant terminal, a receiving means 17 for a corrected answer from the consultant terminal and a corrected answer transmitting means 19 to the client terminal.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

[0001] The present invention relates to a consulting service system. In other words, regarding the management of daily sales activities in a company, by receiving external consulting services using the network,
Related to a consulting service system that enables outsourcing including management.

[0002]

2. Description of the Related Art In general, as a business activity of a company, a form in which an outsider is involved includes guidance of a management consulting company, software development related to the management of a software development company, agency management of a system of a hosting service providing company, and the like. .

[0003] However, a management consulting company analyzes and obtains the data obtained as a result, and usually gives rise to a considerable time lag and cannot be utilized sufficiently in many cases.

A software development company develops software based on the current business flow and does not contribute to fundamental business improvement. In addition, hosting service providers are more than just services.

[0005]

SUMMARY OF THE INVENTION In view of the above problems, the present invention solves the following problems. (1) A consultant company can grasp the details of daily business activities in a company in real time, and provide detailed guidance and advice without delay.

[0006] (2) The information obtained in sales is processed in real time as necessary, so that it can be used immediately for sales activities.

(3) Sales information is shared in real time between a plurality of sales people and a consultant company so that the sales information can be fully utilized.

(4) Outsourcing including management up to management of daily sales activities is enabled.

(5) For a consultant company, it is possible to efficiently perform consulting work with many companies regardless of the distance.

[0010]

According to the present invention, the above-mentioned problem is solved as follows. (1) The customer terminal and the consultant terminal are connected by a network via a sales management server, and the sales management server is configured to: a) receive the sales information from the customer terminal; Means for determining whether or not a response is required for the business information; c) means for transmitting the business information to the consultant terminal for the business information determined to require a response; d) a response transmitted from the consultant terminal. A consulting service system comprising: means for receiving; and e) means for transmitting the answer to the customer terminal.

(2) The customer terminal and the consultant terminal are connected by a network via a sales management server, and the sales management server is a) means for receiving business information from the customer terminal; and b) Means for determining whether or not a response is required for the received business information; c) means for preparing a response for the business information determined to require a response; and d) transmitting the business information and the response to the consultant terminal. E) means for receiving a corrected answer transmitted from the consultant terminal, the corrected answer being corrected from the consultant terminal; and f) means for transmitting the corrected answer to the customer terminal.

(3) In the above item (2), the input of the sales information transmitted from the customer terminal to the sales management server is input by a predetermined symbol for each expected sales information.

(4) In the above item (3), the means for creating an answer for the business information determined to require the answer is prepared in advance for each combination of symbolized business information, The corresponding answer is derived from the combination of the symbols of the input business information.

(5) In any one of the above items (1) to (4), the sales management server may: a) store the sales information received from the customer terminal; and b) call from the customer terminal. In accordance with the above, means for transmitting the stored business information to the customer terminal is provided.

(6) In any one of the above items (1) to (5), the sales management server may: a) determine the necessity of processing the business information; Means for processing the sales information determined to be,
c) means for storing the processed business information; and d) means for transmitting the stored processed business information to the customer terminal in response to a call from the customer terminal. .

(7) In any one of the above items (1) to (6), the necessity of responding to the business information received from the customer terminal and the necessity of processing are determined when the business information is input to the customer terminal. , Sign.

(8) In any one of the above items (1) to (7), the sales management server may include: a) means for receiving material information created by a consultant transmitted from the consultant terminal; Means for transmitting material information to the customer terminal.

(9) In any one of the above items (1) to (8), when the customer is an organization, the customer terminal is a terminal of each individual constituting the organization.

(10) In any one of the above items (1) to (9), the terminals of each individual constituting a customer who is the organization are classified into terminals of general staff and terminals of executives in the organization. When the sales management server transmits the answer or the corrected answer or the material information transmitted from the consultant terminal to the customer terminal, a) the terminal of the general staff and the terminal of the executive And b) means for transmitting to the terminal of the general employee and the terminal of the executive based on the determination.

(11) In any one of the above items (1) to (10), the sales management server may: a) the answer created by the answer creation means in the management server or the answer transmitted from a consultant terminal; Means for storing one or more of an answer or a corrected answer or material information; b) one or more of the stored answer, the corrected reply, and the material information in response to a call from the customer terminal; Means for transmitting to the customer terminal.

[0021]

FIG. 1 is a conceptual diagram of a network connection model in a consulting service system according to the present invention.

As shown in the figure, according to the present invention, a terminal (02) of a customer (02) is connected to a server (01) managed by a hosting service provider via a network such as the Internet.
This is a system that connects the management consulting company's terminal (03) and virtual management related to sales activities.

FIG. 2 is a block diagram of an embodiment of the present invention, and the present invention will be described below based on the block diagram.

In FIG. 2, the customer terminals (2) and (3) and the consultant terminal (4) are linked to each other by a network such as the Internet around the sales management server (1).

[0025] In this specification, the term "business activities" refers to activities related to management in addition to activities related to general business.

In FIG. 2, the customer terminals are shown as being classified into general employees such as general salesmen, that is, terminals (2) of general employees and terminals (3) of executives. The customer terminals (2) and (3) are all terminals belonging to the same company or a plurality of companies in the same group.

Generally, guidance on business activities of a company differs depending on various conditions, management environment, and the like of each company. Therefore, software related to sales activities should be customized to be most suitable for each company, and the sales management server (1) and software should be provided for each company.

When the customer is an organization, the customer terminal (2) of a general employee is usually a terminal of each individual constituting the organization. For example, each sales person
1, a2..., And each terminal can access the sales management server (1) using a network such as the Internet (5). Similarly,
With respect to the customer terminal (3) of the executive, the terminal (A1, A2,.
The business management server (1) can be accessed using 3).

The sales management server (1) is provided with sales information receiving means (7) for receiving sales information from the customer terminal (2) via the transmission / reception unit (6).

The sales information includes all information on sales, such as information on expected orders, information on complaints, information on user companies, information on rival companies, and the like.

The business information received by the business information receiving means (7) is stored in the database (8), and it is determined whether it is necessary to reply to the customer who transmitted the business information. It is sent to the answer necessity determination means (9).

If it is determined that no answer is necessary, the process is terminated (10). If it is determined that an answer is required, the answer is sent to answer creating means (11), where the answer is created.

As a method of automatically preparing an answer in the answer preparing means (11), the following method is exemplified.

First, in the customer terminal, a symbol is attached in advance to each business information expected when the business information to be transmitted to the business management server is input, and the business information is input using the symbol.

The answer preparing means (11) prepares an answer in advance for each combination of the symbolized business information,
The answer corresponding to each combination of the symbols of the business information input from the customer terminal may be derived from the previously prepared answer.

The created answer is stored in the database (12), and the answer transmitting means (13) uses the Internet (15) via the transmitting / receiving unit (14) to provide the consultant terminal (4). Sent to.

At the same time, the business information transmitted from the customer terminal (2) and received by the business information receiving means (7) is transmitted as it is to the consultant terminal (4) by the transmitting means (16).

The consultant examines the validity of the response based on the received business information and the response, and if a partial correction is necessary, a corrected response after the correction is made. The answer that is left unmodified as a modified answer is added to the sales management server from the consultant terminal (4).
Send to (1).

In the sales management server (1), the corrected response received by the corrected response receiving means (17) is stored in the database (18), and the customer terminal (2) is transmitted by the transmitting means (19).
Send to (3).

When transmitting the corrected answer to the customer terminals (2) and (3), the transmission destination selection means (20) may transmit the corrected response only to the general employee's customer terminal (2), or It is determined whether or not it is necessary to send the data to the customer terminals (2) and (3) of both the general employee and the general employee. When the consultant sends the corrected answer to the sales management server (1), if the customer terminal that needs to be sent in advance is indicated by a symbol for each sales information, the destination selection means (20) The destination can be easily selected by the symbol.

The consultant also serves as a manager between the general employee and the executive, and is automatically created by the answer creating means (11) which is created in advance and incorporated in the sales management server (1). Considering the validity of the answer provided, when it is necessary to make a correction, create a corrected answer and send it to the customer terminal (2) of the applicable general employee, and fulfill the management function of the manager, If it is considered to be an important matter that has a significant effect on management,
The Internet (23) via the transceiver (22) by (21)
And sends it to the customer terminal (3) of the executive.

For example, a salesman who is a general employee can use a customer terminal when he or she wants to receive guidance from a consultant for a certain problem during or immediately after visiting a user.
By sending the business information from (2) to the sales management server (1), the answer can be obtained in real time, and regarding important matters, the consultant will contact the management Business activities can be carried out efficiently and safely in the best way.

In some cases, the sales management server
In (1), the sales information received from the customer terminal (2) is determined without necessity of answering, and the sales information determined to require an answer is determined. The sales information is sent to the consultant terminal (4) as it is, and the consultant prepares a response, and the response is sent to the corresponding general employee customer terminal (2) and, if necessary, to the executive management customer terminal (3). May be transmitted.

The sales management server (1) has a customer terminal
The business information received from (2) is processed, for example, a desired value is calculated from data received as business information, or a table is created based on the data,
Further, means for performing processing such as creation of a business daily report can be incorporated.

With respect to the business information received by the business information receiving means (7), the necessity of processing is determined by the necessity determining means (24). If no processing is required, the processing is terminated (25). If processing is necessary, use processing means (2
It is sent to 6) for processing.

The processed business information is stored in a database
(27) and transmitted to the consultant terminal (4) by the transmission means (28).

The consultant provides the raw sales information,
The answer and the corrected answer are created from the business information after the processing.

Regarding the necessity of the processing and the necessity of the answer,
At the time of inputting the business information at the customer terminal (2), if the necessity is input by a symbol together with the business information, the processing necessity determining means (24) and the answer necessity determining means (9) can be easily performed. Can be determined.

The consultant performs regular or irregular analysis from various viewpoints based on the sales information and prepares a report to which improvement measures are added to the analysis result, and also prepares various reports for the executives. It can be created and sent to customers.

The various reports prepared above are stored in a consultant terminal
Sent from (4) to the sales management server (1).

In the sales management server (1), the various reports received by the consultant created material information receiving means (29) are stored in the database (30),
In the transmission destination selection means (20), for each material information, the information is transmitted only to the customer terminal (2) of the general employee, and the information is transmitted to the customer terminals (2) and (3) of both the executive and the general employee. Is selected and transmitted to the customer terminal according to the selection.

The database (8) (27) (12) (18)
The various information and answers stored in (30) are received by the call receiving means (31) in the sales management server (1) in response to a call from the customer terminal (2) of a general employee, and the signals correspond thereto. The information and the answer are sent from the database by the call sending means (32) and sent to the customer terminal (2) of the general employee.

Therefore, general employees belonging to the same company or a plurality of companies belonging to the same group can mutually share business information and the like, and in addition to the business information obtained by themselves, other employees can obtain business information. By taking into account the sales information that has been provided, it is possible to develop sales activities from a broad perspective.

Although not shown in FIG. 2, the various information and answers stored in the databases (8), (27), (12), (18), and (30) are stored in the customer terminal (3) of the executive management. It is desirable to be able to call from the consultant terminal (4).

[0055]

The present invention has the following effects. (1) According to the first aspect of the invention, the following effects can be obtained. a) A consultant company can grasp the details of daily sales activities in a company in real time, and can provide detailed guidance and advice without delay.

B) Outsourcing including the management of daily sales activities can be performed.

C) For a consultant company, consulting work can be efficiently performed regardless of the distance and with a large number of companies.

(2) According to the second aspect of the present invention, since the means for automatically creating a response for business information requiring a response is incorporated in the sales management server in advance, the consultant company Can omit the means of preparing the answer, consider the validity of the answer,
You only need to create a modified answer. In addition, because the automatically generated answers are reviewed by the consultant to give corrected answers and these are stored in the database,
By utilizing these, the accuracy of the answer automatically created in the sales management server can be improved.

(3) According to the third aspect of the present invention, since the business information is input by the symbol, the business information can be easily processed in the business management server, and the input of the business information in the customer terminal can also be performed. Easy to do.

(4) According to the fourth aspect of the invention, it is possible to easily configure a means for automatically preparing a response for business information requiring a response.

(5) According to the fifth aspect of the present invention, sales persons belonging to the same company or any of a plurality of companies in the same group can share sales information with each other. In addition to the sales information obtained by other salespersons, it is also possible to take advantage of the sales information obtained by other salesmen and to expand sales activities from a broad perspective.

(6) According to the invention described in claim 6, the sales management server is used for processing, for example, calculation of a desired value, creation of a table, or creation of a business daily report from the data of the obtained business information. Then, it can be automatically created and obtained. Further, the sales information obtained by processing based on the sales information obtained by another salesperson belonging to the same company can be easily obtained and called up using his / her own terminal as necessary. .

(7) According to the invention described in claim 7, it becomes easy for the sales management server to judge whether the sales information received from the customer terminal needs to be answered or processed.

(8) According to the invention described in claim 8, the consultant company performs analysis from various viewpoints on a regular or irregular basis based on the sales information, and adds a measure for improving the analysis result to create the analysis. Reports and various reports created for executives can be transmitted to the corresponding customer terminals.

(9) According to the ninth aspect of the present invention, when the customer is an organization, each individual constituting the organization can share the entire sales information, and the sales activities can be performed. It can be developed from a wide field of view.

(10) According to the tenth aspect of the present invention, general employees such as salesmen and executives can obtain business information as needed.

(11) According to the invention set forth in claim 11, general employees such as salesmen and executives can immediately obtain various types of business information when they need them, Can be effectively used for sales activities.

[0068]

[Brief description of the drawings]

FIG. 1 is a conceptual diagram of a network connection model according to the present invention.

FIG. 2 is a block diagram of one embodiment of the present invention.

[Explanation of symbols]

 (01) Server (02) Customer terminal (03) Consultant company terminal (1) Sales management server (2) General employee customer terminal (3) Executive terminal (4) Consultant terminal (5) Internet (6) ) Transceiving unit (7) Sales information receiving means (8) Database (9) Response necessity determining means (10) End (11) Response creating means (12) Database (13) Response transmitting means (14) Transceiving unit (15 ) Internet (16) Transmitting means (17) Modified answer receiving means (18) Database (19) Transmitting means (20) Destination selecting means (21) Transmitting means (22) Transceiving unit (23) Internet (24) Processing required Judgment means (25) End (26) Processing means (27) Database (28) Transmission means (29) Consultant created material information receiving means (30) Database (31) Call receiving means (32) Call sending means

Claims (11)

[Claims] 1. A customer terminal and a consultant terminal are connected by a network via a business management server, wherein the business management server: a) means for receiving business information from the customer terminal; Means for determining whether or not a response is required for the received business information; c) means for transmitting the business information to the consultant terminal for the business information determined to require a response; d) transmission from the consultant terminal. A consulting service system comprising: means for receiving an answer; and e) means for transmitting the answer to the customer terminal. 2. A customer terminal and a consultant terminal are connected by a network via a sales management server, wherein the sales management server comprises: a) means for receiving business information from the customer terminal; Means for determining whether or not a response is required for the received business information; c) means for preparing a response for the business information determined to require a response; d) transmitting the business information and the response to the consultant terminal A consulting service system comprising: e) means for receiving a corrected answer obtained by correcting the answer transmitted from the consultant terminal; and f) means for sending the corrected answer to the customer terminal. . 3. The consulting service according to claim 2, wherein the input of the sales information transmitted from the customer terminal to the sales management server is input by a symbol attached in advance for each expected sales information. Service system. 4. A means for preparing an answer for the business information determined to require an answer prepares an answer in advance for each combination of symbolized business information, and prepares an answer for the symbol of the input business information. 4. The consulting service system according to claim 3, wherein a corresponding answer is derived from the combination. 5. The sales management server comprising: a) means for storing sales information received from the customer terminal; and b) the sales information stored in response to a call from the customer terminal. The consulting service system according to any one of claims 1 to 4, further comprising: means for transmitting to a terminal. 6. The sales management server comprises: a) means for determining whether or not the business information needs to be processed; b) means for processing the business information determined to require processing; c) processing Means for storing the processed sales information, and d) means for transmitting the stored processed sales information to the customer terminal in response to a call from the customer terminal. Item 6. A consulting service system according to any one of Items 1 to 5. 7. The system according to claim 1, wherein the necessity of reply and the necessity of processing of the business information received from the customer terminal are input by a symbol when the business information is input in the customer terminal. The consulting service system according to any one of 1 to 6. 8. The sales management server comprises: a) means for receiving material information created by a consultant transmitted from the consultant terminal; and b) means for transmitting the material information to a customer terminal. The consulting service system according to claim 1. 9. The consulting service system according to claim 1, wherein, when the customer is an organization, the customer terminal is a terminal of each individual constituting the organization. . 10. The terminal of each individual constituting a customer who is the organization is classified into a terminal of a general staff member and a terminal of an executive in the organization, and the sales management server comprises: Means for determining whether or not it is necessary to transmit the transmitted answer or corrected response or the material information to the terminal of the general staff and the terminal of the executive when transmitting the response to the customer terminal; b The consulting service system according to any one of claims 1 to 9, further comprising: means for transmitting to the terminal of the general employee and the terminal of the executive based on the determination. 11. The sales management server stores: a) one or more of the answer created by the answer creation means in the sales management server, or the answer or corrected answer or material information transmitted from a consultant terminal. Means for transmitting, to the customer terminal, at least one of the stored answer, corrected answer, and material information in response to a call from the customer terminal. The consulting service system according to claim 1.