JP2002099707A - Method for supporting business activity, its program recording medium and its system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a business activity supporting system by which customer information can be collected and motivation is given to a salesperson at the site of business activity and measurement soon after visiting the customer is possible by allowing the sales person to obtain detailed information on merchandise and the customer, the process of his/her business activity until then, the analyzing result, etc., of the business activity of the sales person by various kinds of analyzing method at the site of the business activity and to report the business activity. SOLUTION: The system consists of a sales person supporting computer, a business information computer, a sales person managing terminal which is operated by a manager, etc., managing the sales person and a portable terminal carried and operated for the business activity by the sales person.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a business activity support method, a recording medium storing a program for the business activity support method, and a business activity support system.

[0002]

2. Description of the Related Art A company that sells products and services, even if it can provide excellent products and services, cannot make a profit unless it is sold to customers. The act of selling to customers, that is, sales activities, can be said to be extremely important for companies that sell products and services. However, sales activities are a typical example of human naval tactics in which people respond to people, and are difficult to mechanize. for that reason,
As a measure to strengthen sales activities, each company has been exploring and constructing a sales support system that supports sales people who perform interpersonal activities, in addition to education and training for sales staff.
Most of these sales support systems are computerized computer systems for order processing and associated slip processing, and some systems also allow customers to use customer information. Is a system used in a building, such as a sales office, which is a base of business activities in which computers and their terminals are installed. Therefore, when going out for sales activities, sales representatives need to perform cumbersome preparations, such as obtaining information about customers from terminals at sales offices and making notes in notebooks or preparing copies. A salesperson called a man routinely performed this kind of work. Also, the results of sales activities were reported after returning to the sales office. However, in recent years, the size of personal computers has been remarkably reduced, and it has become possible to connect to the above-mentioned sales support system using a public telephone or the like outdoors using a miniaturized notebook personal computer. It has also become possible to obtain information about customers.
In addition, the Internet and mobile phones have made remarkable progress. By using a laptop computer to access the Internet via a mobile phone and connecting to a sales support system, or by using the Internet access function of the mobile phone itself, Some systems use telephones as terminals in sales support systems.

[0003]

However, in a system in which a notebook personal computer is connected to a sales support system using a public telephone or a mobile phone, the size of the notebook personal computer is large even if it is reduced in size and weight. It is not something that can be easily carried around like a salesperson has a notebook.
In addition, using the mobile phone itself as a terminal of the sales support system by using its Internet access function is excellent in that the mobile phone can be easily carried around, but the display screen required to display information Is extremely narrow and does its utmost to perform inventory inquiry and the like, and is far from a sales support terminal.

[0004] By the way, CRM (Customer Relationship Manager), which is one of the management methods that have recently been in the spotlight, is used.
ment) emphasize that it is very important to improve customer satisfaction in sales activities.
For this reason, salespeople are required to have more detailed information about customers in sales activities than ever before, but it is only when salespeople actually use information about customers that Is a visit to a customer who is
If such information can be grasped in a sufficiently detailed manner at that time, it will be possible to accurately and surely reflect the information in sales activities, and it will be possible to easily increase customer satisfaction. In addition to the information on customers, if the sales staff can grasp the progress of the sales activities of the sales staff up to the present and the results of the analysis of the sales activities of the sales staff by various analysis methods at the sales activity site, Can be motivated immediately before a visit to a customer, and more effective sales activities can be expected. Also, if you can report sales activities at the sales activity site, not after returning to the sales base, you can quickly reflect the progress of the sales activities, and take necessary measures, such as after visiting the customer, Can be dealt with quickly. Accordingly, the present invention has been made in order to address such a problem, and the sales representative has detailed information on products and customers, the sales activities of the sales representative up to now, and the business Analysis results of sales activities of employees can be obtained at the sales activity sites, and sales activities can be reported at the sales activity sites. Therefore, customer information can be collected and sales staff can be motivated at the sales activity sites. ,
Sales activity support methods that enable quick response after customer visits,
It is an object of the present invention to provide a recording medium storing a program of the business activity support method and a business activity support system.

[0005]

As described above, there have been remarkable advances in the Internet and mobile phones with excellent portability, and as a new mobile terminal, the communication function of the mobile phone has been omitted, and wireless communication has been carried out. Dedicated terminals specialized only for Internet access functions have appeared. Although this dedicated device is a mobile device that is much smaller than a laptop computer, the display screen for displaying information is much wider than a mobile phone, and can display a lot of information at once,
Moreover, the single mobile terminal can directly access the Internet. The present invention has been made by paying attention to this new terminal, and it is possible to directly connect wirelessly to a network like this new terminal. A dedicated terminal or the like that specializes in the Internet access function and has a display screen that is much wider than a mobile phone is used as a mobile terminal that provides sales support information to sales personnel. In addition, in today's enterprises, as described above, an order management system and the like necessary for order management accompanying sales have already been introduced as a core system using a computer, as described above. It is also considered to make effective use of.

[0006] In the present invention, the report information refers to the report contents of a specific sales activity relating to each specific sales person, for example, a visit result report to a specific customer in charge of a specific sales person. And so on. In addition, unique sales information refers to information that supports or motivates unique sales activities for each specific sales employee, for example, the progress of a specific sales employee's visit to a specific customer, This is analysis data of the relationship between the number of visits of a specific sales person in each month and sales, and the like. General-purpose sales information refers to information that is used without being limited to a specific sales person and is useful for general sales activities.For example, information such as unit price, stock availability, delivery date, and customer information related to products is is there.

First, an electronic commerce method of the present invention will be described. The electronic commerce method of the present invention is specifically the following method. That is, the sales information that provides the sales employee support computer and general-purpose sales information to the sales employee support computer while the plurality of mobile terminals used by the sales employee visiting the customer are connected via a wireless communication network. The computer and the salesperson management terminal are connected to the salesperson support computer, and when the salesperson support computer receives the report information of the individual salesperson input to the mobile terminal, the general-purpose computer While referring to the sales information, a specific editing method or analysis method is used to generate unique sales information relating to the individual sales employee from the report information, and from the mobile terminal, the sales activity site of the sales employee. Receiving a request for information necessary to support the sales activities in the general-purpose sales information or the unique sales information As a source,
A sales activity support method characterized by generating support information according to the request command and providing the generated support information to the portable terminal.

FIG. 1 is a conceptual diagram showing the configuration of a system used in the business activity support method of the present invention. In FIG. 1, 1 is a salesperson support computer, 2 is a sales information computer, 3 is a salesperson management terminal operated by a manager or the like who manages the salesperson, and 4 is operated by the salesperson and is carried during sales activities. Mobile terminal, and 5 is a wireless communication network. Sales information computer 2
For example, an order management system using a computer, which has been generally introduced as a core system in a company, is used.

FIG. 2 is a block diagram illustrating a sales activity support method according to the present invention. In the figure, (alphanumeric characters) represent step numbers of operations in each terminal or each computer. 1 and 2,
Immediately after visiting the customer, the salesperson carrying the mobile terminal 4 enters report information on the sales activity related to the customer into the mobile terminal 4, and the report information is sent to the salesperson support computer 1. It is transmitted (K1). The salesperson support computer 1 that has received this general-purpose sales information (L1, M2) provided to the salesperson support computer 1 from the sales information computer 2 and the salesperson management terminal 3
With reference to 1), specific sales information of the salesperson is generated in real time from report information of the salesperson by a predetermined editing method or analysis method (S1). These pieces of information are updated in real time each time the salesperson support computer 1 receives new report information.

Next, when the salesperson operates the mobile terminal 4 when he wants to obtain information about the customer before the visit of the specific customer or the like, a request for specific information is issued from the mobile terminal 4 to the salesperson support. It is transmitted to the computer 1 (K2). The salesperson support computer 1 receiving this generates the support information according to the contents of the request command using the specific sales information or the general-purpose sales information as an information source and transmits the generated support information to the mobile terminal 4 (S2). Receives this support information (K
3) The display allows the salesperson to know the contents. If the content of the request command is unique information about the salesperson, the unique sales information is used as the information source, and if it is related to general-purpose sales information such as product inventory, the general-purpose sales information is used as the information source. Generate and send.

[0011] According to the above-mentioned sales activity support method, detailed information on customers, progress of sales activities, and analysis results of sales activities of sales staff by various analysis methods are generated based on general-purpose sales information and unique sales information. Then, the sales staff can obtain the information at the sales activity site and report the sales activity at the sales activity site. Therefore, the collection of customer information at the sales activity site is useful for the sales activity, the motivation for the sales staff can be aimed at at the sales activity site, and the quick response after the customer visit can be achieved. In addition, an order management system using a computer, which is generally already installed in a company as a core system, can be used as a sales information computer that provides general-purpose sales information, so that investment costs can be reduced. it can.

[0012] The sales expense processing of the salesperson may be added to the processing performed by the above-mentioned sales activity support method. That is,
As the above-mentioned sales activity support method, a part of the sales information computer is constituted by an expense management processing unit, and the sales expense settlement data of each of the sales employees input to the mobile terminal is converted to the sales employee support data. A sales activity support method is characterized in that the computer receives the information and sends it to the expense management processing unit.

In the above-mentioned sales activity support method, the portion indicated by the dotted line in FIG. 2 is the above-mentioned added portion. In FIG. 2, when a salesperson carrying out the mobile terminal 4 and carrying out sales activities enters the mobile terminal 4 with sales expense settlement data such as transportation expenses after visiting a customer, the sales expense adjustment data is transferred to the salesperson. Sent to the worker support computer 1 (K4),
The salesperson support computer 1 receives this and sends it to the expense management processing unit which is a part of the sales information computer 2 (S3), where it is received (L2) and processed.

According to the above-described sales activity support method, the sales expenses can be settled at the same time as the sales activity report of the salesperson, and the efficiency of the paperwork can be increased.

[0015] In addition, an order data process from a customer who has received an order from a sales representative may be added to the process performed by the above-mentioned sales activity support method. That is, as the above-mentioned sales activity support method, a part of the sales information computer is constituted by an order management processing section, and the order data of the individual sales staff input to the mobile terminal is converted to the sales staff support data. A sales activity support method is characterized in that a computer receives the information and sends it to the order management processor.

In the above-mentioned sales activity support method, the portion shown by the dashed line in FIG. 2 is the above added portion. In FIG. 2, when a sales representative carrying a portable terminal 4 and conducting sales activities receives an order for a product as a result of visiting a customer,
When the order data is input to the portable terminal 4, the order data is transmitted to the sales representative support computer 1 (K5), and the sales support computer 1 receives the data and forms a part of the sales information computer 2. It is transmitted to the order management unit (S4), where it is received (L3) and processed.

According to the sales activity support method described above, not only can the mobile terminal 4 be used for sales activity support, it can be used as an order management terminal, and the utility value of the mobile terminal 4 can be increased. Since order data can be input at the sales activity site, order processing can be expedited.

Further, a process of providing the support information to the salesperson management terminal upon receiving the request command from the salesperson management terminal may be added to the processing performed by the above sales activity support method. . That is, as the above sales activity support method, when the sales representative support computer receives the request command from the sales representative management terminal, the sales representative support computer generates the support information and provides it to the sales representative management terminal. Business activity support method.

In the above-mentioned sales activity support method, the portion indicated by the two-dot chain line in FIG. 2 is the above-mentioned added portion. In FIG. 2, a manager or the like who manages a sales person
If you want to know the sales activity status of a salesperson who is carrying out sales activities with the user, operating the salesperson management terminal 3
A request command for specific information is transmitted from the salesperson management terminal 3 to the salesperson support computer 1 (M2). The salesperson support computer 1 receiving this generates the support information according to the contents of the request command using the specific sales information or the general-purpose sales information as an information source, and transmits it to the salesperson management terminal 3 (S
2), the salesperson management terminal 3 receives this support information (M
3) Since it is displayed, the manager or the like who manages the salesperson can know the contents.

According to the above sales activity support method, specific sales information and the like generated in real time based on the sales activity report information on the customer input from the portable terminal 4 immediately after the sales representative visits the customer. In addition, since the manager who manages the salesperson can know from the salesperson management terminal 3 and can grasp the sales activity status of the salesperson very finely in real time, it is possible to take quick measures necessary for sales.

In order to implement each of the above-described sales activity support methods, a program describing the contents of each of the above-described sales activity support methods to be executed by the sales representative support computer 1 is stored in a CD-ROM or the like. Recording medium.

By using this recording medium in the salesperson support computer 1, the same effects as those described in the above-mentioned sales activity support methods can be obtained.

Next, a sales activity support system according to the present invention will be described. The sales activity support system of the present invention is specifically the following system. That is, the sales information that provides the sales employee support computer and general-purpose sales information to the sales employee support computer while the plurality of mobile terminals used by the sales employee visiting the customer are connected via a wireless communication network. The computer and the salesperson management terminal are connected to the salesperson support computer, and when the salesperson support computer receives the report information of the individual salesperson input to the mobile terminal, the general purpose While referring to the sales information, by a predetermined editing method or analysis method, from the report information, unique sales information generating means for generating unique sales information on the individual salesperson, and the sales information from the mobile terminal. Upon receiving a request for information required to support sales activities at the sales activity site of the employee, the general-purpose sales information or The specific sales information as a source of information, a sales activity support system, characterized in that the support information generating unit that generates and provides support information corresponding to the request command to the portable terminal is provided.

The system configuration used in the above-described sales activity support system of the present invention is exactly the same as the configuration of the system used in the above-described sales activity support method of the present invention shown in FIG. FIG. 3 is a block diagram showing details of the configuration of the sales activity support system of the present invention. In the figure, (T number) indicates a flow of information in the salesperson support computer 1. In FIG. 3, when a salesperson carrying the mobile terminal 4 and carrying out sales activities enters a sales activity report information 31 for the customer on the mobile terminal 4 after visiting the customer, the sales information is transmitted to the mobile terminal 4. Is transmitted to the unique business information generating means 11 of the employee support computer 1. Upon receiving this, the unique business information generating means 11 refers to the general business information 32 provided from the business information computer 2 and the salesperson management terminal 3 (T1), and performs a predetermined editing (T2, T3). By the method or the analysis method, the unique sales information 33 of the salesperson is generated from the report information 31 of the salesperson. These pieces of information are stored in the unique business information generation unit 11.
Is updated each time new report information 31 is received.

Next, when the salesperson operates the portable terminal 4 when he wants to obtain information on the customer before the visit of the particular customer, etc., the request command 34 for the specific information is sent from the portable terminal 4 to the support information. It is transmitted to the generation means 12. Upon receiving this, the support information generating means 12 (T4) sends the specific business information 3
3 (T5) or the general-purpose sales information 32 (T2, T3) as an information source, generates support information 35 corresponding to the contents of the request command 34 and transmits it to the portable terminal 4 (T6). Since the support information 35 is received and displayed, the salesperson can know the contents. When the content of the request command 34 is unique information about the salesperson, the unique sales information 33 is used as an information source, and when the content of the request command 34 is related to general-purpose sales information, the support information 35 is set using the general-purpose sales information 32 as an information source. Generate and send.

The sales expense processing of the sales staff may be added to the processing performed by the sales activity support system described above. That is, as the above-mentioned sales activity support system, a part of the sales information computer is constituted by an expense management processing unit, and receives the sales expense settlement data of the individual salesperson inputted to the mobile terminal, and The sales activity support system is characterized in that the expense settlement data transfer means to be sent to the expense management processing section is provided in the sales employee support computer.

Regarding the above-mentioned sales activity support system, FIG.
The portion shown by the dotted line is the added portion, and the expense settlement data transfer means 13 is newly provided. In FIG. 3, a sales representative carrying a portable terminal 4 and carrying out sales activities visits a customer, and then enters sales expense settlement data 3.
6 is input to the portable terminal 4 and transmitted to the expense settlement data transfer means 13. The expense settlement data transfer means 13 receives this (T7), and manages the expense management which constitutes a part of the business information computer 2. Transmitted to the processing unit 21 (T
8), where it is received and processed.

Further, in addition to the processing performed by the above-mentioned sales activity support system, an order data processing from a customer who has received an order from a sales representative may be added. That is, as the above-mentioned sales activity support system, a part of the sales information computer is constituted by an order management processing unit, and receives the order data of the individual salesperson inputted to the portable terminal and manages the order. The sales activity support system is characterized in that an order data transfer means to be sent to the processing unit is provided in the sales staff support computer.

Referring to the above-mentioned sales activity support system, FIG.
The portion indicated by the one-dot chain line is the above added portion, and the order data transfer means 14 is newly provided.
In FIG. 3, when a sales representative carrying a portable terminal 4 and carrying out sales activities receives an order for a product as a result of a visit to a customer, he inputs order data 37 to the portable terminal 4. The received order data transfer means 14 receives this (T9) and transmits it to the order management processor 22 which forms a part of the sales information computer 2 (T10), where it is received and processed.

Further, a process of providing the support information to the salesperson management terminal upon receiving the request command from the salesperson management terminal may be added to the processing performed by the sales activity support system. . That is, as the above-mentioned sales activity support system, when the support information generating means receives the request command from the salesperson management terminal, the support information generation means generates the support information and provides it to the salesperson management terminal. Business activity support system.

Regarding the above-mentioned sales activity support system, FIG.
The portion indicated by the two-dot chain line is the above added portion. In FIG. 3, when a manager or the like who manages the salesperson operates the salesperson management terminal 3 when he / she wants to know the sales activity status of the salesperson who is carrying out the sales activities while carrying the portable terminal 4, the salesperson Request command 34 for specific information from management terminal 3
Is transmitted to the support information generating means 12 of the sales representative support computer 1 (T11). The support information generating means 12 having received this generates the support information 35 corresponding to the content of the request command using the specific business information or the general-purpose business information as an information source, and transmits the generated support information 35 to the salesperson management terminal 3 (T12). Since the salesperson management terminal 3 receives and displays the support information 35, the manager or the like who manages the salesperson can know the contents.

As can be seen from the above description, each of the above-mentioned sales activity support systems has the same operation as each of the above-mentioned sales activity support methods, and thus has the same effect as each of these sales activity support methods.

[0033]

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS Next, embodiments of the present invention will be described in detail with reference to the drawings. In this example, the salesperson obtains detailed information on products and customers, the progress of the sales activities of the salesperson to date, the analysis results of the sales activities of the salesperson using various analysis methods, and reports on the sales activities. Is related to a sales activity support system that can be performed at a sales activity site. The configuration diagram of the system used in this embodiment is the same as FIG. That is, in FIG. 1, the system of this embodiment is carried out by a salesperson support computer 1, a sales information computer 2, a salesperson management terminal 3 operated by a manager who manages the salesperson, and a salesperson. The sales information computer 2 and the salesperson management terminal 3 are connected to the salesperson support computer 1 by a cable, and the mobile terminal 4 is
It is connected to the salesperson support computer 1 via a wireless communication network 5 capable of connecting to the Internet. FIG. 4 is an external view of the portable terminal 4. Incidentally, in today's enterprises, generally, an order management system and the like necessary for order management accompanying sales have already been introduced as a core system using a computer, and in order to make effective use of these resources, this system is used. It is recommended to use an order management system or the like as the sales information computer 2.

The sales representative support computer 1 and the sales information computer 2 are connected to the sales information computer 2, the sales representative management terminal 3, or the sales representative support computer 1 in addition to the CPU and the memory, the operating system (OS) and the processing. Software, various databases, and other hardware and software, and the sales representative support computer 1 has a Web server connected to the Internet, and a computer for performing information processing performed through the Internet. A security server or the like that is in charge of security measures is provided.
The salesperson management terminal 3 is provided with hardware such as a keyboard and a display, and software such as a Web browser, necessary for inputting and outputting information to and from the salesperson support computer 1. Further, as shown in FIG. 4, the mobile terminal 4 is connected to the Internet via the wireless communication network 5 to access the sales representative support computer 1, and requires an antenna 51, a keyboard 53 for inputting information, Display 52 for display, hardware such as a CPU and a memory, a wireless communication circuit, various control circuits,
And software such as a Web browser. Therefore, the portable terminal 4 has a feature that it is possible to connect to the Internet with one terminal device.

In the present embodiment, as described above, the salesperson makes detailed information on the product and the customer, the progress of the sales activity of the salesperson up to the present, the analysis result of the sales activity of the salesperson by various analysis methods, and the like. The system provides a sales activity support system that can be used at the sales activity site to obtain and report sales activities. More specifically, a web site including a plurality of web pages shown in FIG. The mobile terminal 4 accesses the Web site to perform various processes.

The main contents of the configuration of this Web site are as follows.
As shown in FIG. 5, a top page 61, a main menu page 62, an entry menu page 63, a sales information support menu page 64, a business activity support menu page 65, an order input page 66, a daily report input page 67, a transportation expense settlement page 68, and a stock inquiry page. 69, a customer introduction page 70, a negotiation progress introduction page 71, a regular visit analysis inquiry page 72, and an activity time analysis inquiry page 73. Each of these pages is created by a program installed in the salesperson support computer 1 based on information provided from the sales information computer 2, the salesperson management terminal 3, or the mobile terminal 4, as described later. . As examples of display screens of these Web pages, FIG. 6A shows a main menu page 62, FIG. 6B shows an entry menu page 63, FIG. 6C shows a sales information support menu page 64, and FIG. Activity support menu page 65, FIGS. 7 (a) and 7 (b) show inventory inquiry page 69, FIG.
(C) and (d) show the customer introduction page 70, FIG.
(B) is a negotiation progress introduction page 71, FIG. 8 (c) is a regular visit analysis inquiry page 72, FIG. 8 (d) is an activity time analysis inquiry page 73, and FIGS. 9 (a) and 9 (b) are order entry input pages 6
6, FIGS. 10A to 10D show screens of a daily report input page 67, and FIGS. 11A and 11B show screens of a transportation expense settlement page 68. FIG.

Next, each of these pages will be described. Before the sales representative visits a specific customer,
Is turned on, the portable terminal 4 automatically accesses the salesperson support computer 1, and the display 52 of the portable terminal 4 displays a top page 61. Although not shown, the top page 61 is a screen for checking the ID and password of the salesperson who carries the mobile terminal 4. The salesperson inputs these from the keyboard 53 of the mobile terminal 4, and the salesperson Checks are made by the support computer 1, and if these are correct, FIG.
The main menu page 62 of (a) is displayed. So if a salesperson wants to get information about a customer,
When "2. Sales information support" is selected, the sales information support menu page 64 shown in FIG. 6C is displayed.
When "Customer Inquiry" is selected, the customer introduction page 70 (No. 1) in FIG. 7C is displayed. When the customer code is input, the customer introduction page 70 (No. 2) in FIG. 7D is displayed. It is displayed and you can know the detailed information of the customer. Similarly, the sales information support menu page 64 of FIG.
Then, by selecting “1. Inventory inquiry” and inputting the product code in accordance with the displayed screen, the inventory information can be known (the inventory inquiry page 6 in FIGS. 7A and 7B).
9). In addition, as a method of inputting a customer code or a product code, in addition to a method of directly inputting these codes, a method of using a drop-down menu and selecting from the codes listed in this drop-down menu is used. You can also.

When a salesperson wants to know the progress of negotiations with a specific customer in charge before visiting the customer,
When "3. Sales activity support" is selected on the main menu page 62 of FIG. 6A, the sales activity support menu page 65 of FIG. 6D is displayed. When "1. 8 (a) negotiation progress inquiry page 7
1 (No. 1) is displayed, and if a suitable one is selected from the customer code and the case, the negotiation progress inquiry page 71 (No. 2) of FIG. You can know the progress of negotiations with customers. Similarly, when the user wants to know various analysis results on his / her own sales activity, he selects “2. Inquiry for regular visit analysis” on the sales activity support menu page 65 in FIG.
A regular visit analysis inquiry page 72 of (c) is displayed, and a sales activity support menu page 65 of FIG.
When "3. Activity time analysis inquiry" is selected, an activity time analysis inquiry page 73 shown in FIG. 8D is displayed, so that various analysis results for one's own business activity can be known.
It is also possible for a salesperson to collect a plurality of pages of Web page information considered to be necessary for the above-described Web pages when visiting a customer, and to download the information to the memory of the portable terminal 4 before visiting the customer. By doing so, it is possible to promptly refer to necessary data at the time of visiting the customer, and to avoid a state in which information cannot be obtained when a poor access to the Web page occurs due to deterioration of the wireless communication state at the time of visiting the customer. can do.

When a salesperson receives an order for a product during a visit to a specific customer, the main menu page 62 shown in FIG.
When "1. Entry" is selected, an entry menu page 63 shown in FIG. 6B is displayed.
When "input of order" is selected, an order input page 66 (part 1) of FIG. 9A is displayed, and by inputting a customer code or a product code, an order input page 6 of FIG.
6 (No. 2) is displayed, and an order can be entered on the spot. As a method of inputting a customer code or a product code, as described above, a method of using the drop-down menu and selecting from the codes listed in the drop-down menu can be used.

When the salesperson reports a business activity after visiting a specific customer, he selects "2. daily report input" on the entry menu page 63 of FIG. According to the instructions, visit date and time, visiting customers,
By entering the matter name, interviewer, purpose, result, next theme, and its deadline according to the instructions on the screen,
Daily reports can be entered. (Daily report input page 67 in FIGS. 10A to 10D).

At the same time, the settlement of transportation expenses can be performed. That is, on the entry menu page 63 of FIG. 6 (b), select “3. Travel expense adjustment”, and enter the date and the details of the travel expense adjustment according to the instructions on the displayed screen. (Transportation expense settlement page 68 in FIGS. 11A and 11B).

Each Web page in the above embodiment is created as follows. First, the sales information computer 2 has the above-mentioned software, for example,
Product specification data, product price data, product inventory data,
General-purpose sales data, which is general information necessary for sales, such as product delivery date data, order management data, customer detail data, order result data, sales result data, sales budget data, expense management data, etc. is stored along with these processing programs. The salesperson support computer 1 receives these data. From the salesperson management terminal 3, necessary data and the like are input to the salesperson support computer 1 by a manager who manages the salesperson. In addition, the salesperson support computer 1 includes, as the above-described software, a W that configures and creates each screen for each Web page described above.
An eb server program, a unique sales data creation program for creating negotiation progress data, regular visit analysis data, sales activity analysis data, and the like for each individual salesperson, and a unique sales data area for storing these data Etc. are provided.

Therefore, when the daily report input data by the daily report input is sent from the portable terminal 4, the unique sales data creation program is executed by the sales information computer 2 or the general sales data provided from the sales representative management terminal 3, for example, , While referring to customer details data and order management data, etc.
From the daily report input data, the negotiation progress data as shown as a negotiation progress inquiry page 71 (part 2) shown in FIG. 8B and the regular visit analysis inquiry page 72 as shown in FIG. 8C are displayed. For example, the regular visit analysis data, the sales activity analysis data represented as the activity time analysis reference page 73 shown in FIG. Each of these individual data is updated by the unique sales data creation program each time the sales representative support computer 1 receives new daily report input data. When there is a request from the mobile terminal 4 for negotiation progress data, regular visit analysis data, sales activity analysis data, and the like, the Web server program that configures and creates the screen of each of these Web pages uses the unique sales data creation program. A screen of a Web page is constructed and created based on each data created by the above.

Also, when there is a request from the portable terminal 4 for an inventory inquiry, a customer inquiry, etc., a Web for constructing and creating each screen is provided.
The server program configures and creates a Web page screen for inventory inquiry, customer inquiry, and the like based on general-purpose sales data such as merchandise inventory data and customer detail data.

When a request for payment of travel expenses is made from the portable terminal 4, the Web server program executes the W for payment of travel expenses.
Construct and create the screen of the eb page. Then, the transportation expense settlement data is input from the portable terminal 4 on this screen, and the sales representative support computer 1 that has received the data transmits the data to a processing program such as expense management data provided in the sales information computer 2. Similarly, when there is a request for an order entry from the mobile terminal 4, the Web server program constructs and creates a screen of a Web page for order entry.
Then, the order input data is input from the portable terminal 4 on this screen, and the salesperson support computer 1 receiving the input data is received.
Is transmitted to a processing program such as order management data provided in the sales information computer 2.

Further, since the salesperson management terminal 3 has the same function as the portable terminal 4, a manager or the like who manages the salesperson carries out the sales activities while carrying the portable terminal 4. When it is desired to know the sales activity status of the employee, by operating the sales employee management terminal 3, it is possible to refer to each Web page in the same manner as described above.

According to the sales activity support system of the present embodiment, the sales employee can obtain detailed information on products and customers at the sales activity site, the progress of the sales activity of the sales employee up to the present, and the analysis by various analysis methods. Analysis results of sales activities of sales staff can be obtained. Accordingly, customer information can be collected at the sales activity site, which is useful for the sales activity, and motivation for the sales staff can be aimed at at the sales activity site. Further, since order data can be input at the sales activity site, order processing can be expedited. In addition to being able to report on sales activities of sales staff at the sales activity site, it is also possible to settle operating expenses, enabling quick responses after visiting customers,
Office work can be streamlined. Each of the above effects
This is particularly noticeable for long-term business travelers. In addition, based on the daily report input data of the sales activities related to the customer, which is input from the mobile terminal immediately after the salesperson visits the customer, the managers, etc., who manage the sales staff, can generate the unique sales data etc. which are generated in real time. , You can know from the salesperson management terminal,
Since the sales activities of the sales staff can be grasped in a very detailed manner in real time, quick responses required for sales can be made. In addition, by using a computer-based order management system or the like that has already been generally introduced to enterprises as a core system as a sales information computer that provides general-purpose sales information, investment costs can be reduced.

In the sales activity support system according to the present embodiment, as information or information used by the portable terminal, an order input, a daily report input, a transportation expense settlement, an inventory inquiry, a customer introduction, a business negotiation progress introduction, a regular visit The analysis query and the activity time analysis query have been described. However, the present invention is not limited to this. For example, referral product inquiry or substitute product inquiry, the number of interviews per month and 1
Any information that can be used for the sales activities of the salesperson, such as analysis of the actual conditions of activities such as comparison of the average interview time, or questionnaires on products, can be used as information or information processing. In addition, a system for transmitting emergency information and the like input from the salesperson management terminal or the like to the portable terminal carried by each person in charge by email may be added to the sales activity support system of the present embodiment. it can. In the same manner, the same information can be simultaneously transmitted to all the sales staff.

In the sales activity support system according to the present embodiment, the order input data and the transportation expense settlement data transmitted from the portable terminal are transmitted to the sales information computer via the sales employee support computer. By providing the computer with a Web server, a method of directly transmitting the information from the portable terminal to the sales information computer is also conceivable. Alternatively, instead of separately providing the sales information computer and the salesperson support computer, an integrated system may be considered. In addition, the information collected by the call center is provided by providing the sales information computer with a function of a call center that accepts orders and complaints from customers over the telephone and the Internet, or by installing a computer dedicated to the call center and connecting to the sales information computer. A sales activity support system used on a mobile terminal via a sales information computer and a salesperson support computer is also conceivable. In addition, the connection between the sales information computer and the sales representative support computer is made by using the Internet instead of the cable, so that an ASP (Application Service Provider) using the processing function of the sales representative support computer or an IDC (Internet Data Center) is used. ) Can also be used.

[0050]

According to the sales activity support method according to the first aspect or the sales activity support system according to the sixth aspect, based on general-purpose sales information or unique sales information, extremely detailed information on a customer and sales activities are provided. And the results of the analysis of the sales activities of the sales staff by various analysis methods are generated, and the sales staff can obtain the information at the sales activities site and report the sales activities at the sales activities site. Therefore, collecting customer information at the sales activity site helps sales activities and motivating sales staff at the sales activity site.
Quick response after customer visit is possible. In addition, an order management system using a computer, which is generally already installed in a company as a core system, can be used as a sales information computer that provides general-purpose sales information, so that investment costs can be reduced. it can.

According to the sales activity support method according to the second aspect or the sales activity support system according to the seventh aspect, the sales expenses can be settled simultaneously with the report of the sales activity of the salesperson, and the paperwork can be performed. Efficiency can be improved.

According to the sales activity support method of the third aspect or the sales activity support system of the eighth aspect, not only can the portable terminal be used for sales activity support, but also can be used as an order management terminal. In addition, the use value of the mobile terminal can be increased, and the order data can be input at the sales activity site, so that the order processing can be expedited.

According to the sales activity support method according to the fourth aspect or the sales activity support system according to the ninth aspect, the sales activity report information on the customer, which is input from the mobile terminal immediately after the sales representative visits the customer, is displayed. Based on this, the managers who manage the sales staff can know the unique sales information etc. generated in real time from the sales staff management terminal, and can grasp the sales activity situation of the sales staff in real time very finely, A quick response required for business is possible.

According to the program for recording the sales activity support method according to the fifth aspect, the recording medium is used by a sales representative support computer, whereby the sales activity support method is used.
The same effect as the effect of the business activity support method described in any one of the above items can be obtained.

[Brief description of the drawings]

FIG. 1 is a configuration diagram of a system used in a business activity support method of the present invention.

FIG. 2 is a block diagram of the business activity support method of the present invention.

FIG. 3 is a block diagram of a sales activity support system according to the present invention.

FIG. 4 is an external view of a portable terminal used in an embodiment of the present invention.

FIG. 5 is a configuration diagram of a Web site provided in the Web server according to the present embodiment.

FIG. 6A is a display screen of a Web page according to the present embodiment, and FIG.
Is the main menu page, (b) is the entry menu page, (c) is the sales information support menu page, and (d)
Indicates a sales activity support menu page.

FIG. 7A is a display screen of a Web page according to the present embodiment, and FIG.
Indicates a stock inquiry page (No. 1), (b) indicates the same (No. 2), (c) indicates a customer introduction page (No. 1), and (d) indicates a (No. 2).

FIG. 8A is a display screen of a Web page according to the present embodiment, and FIG.
Shows a negotiation progress introduction page (No. 1), (b) shows the same (No. 2), (c) shows a regular visit analysis reference page, and (d) shows an activity time analysis reference page.

FIG. 9 is a display screen of a Web page according to the present embodiment, (a).
Shows an order entry page (part 1), and (b) shows the same (part 2).

FIG. 10 is a display screen of a Web page according to the embodiment;
(A) shows the daily report input page (No. 1), (b) shows the same (No. 2), (c) shows the same (No. 3), and (d) shows the same (No. 4).

FIG. 11 is a display screen of a Web page according to the embodiment;
(A) shows the transportation expense settlement page (part 1), and (b) shows the same (part 2).

[Explanation of symbols]

 REFERENCE SIGNS LIST 1 salesperson support computer 2 salesperson support computer 3 salesperson management terminal 4 portable terminal 5 wireless communication network 11 unique business information generation means 12 support information generation means 13 expense settlement data transfer means 14 order data transfer means 21 expense management processing unit 22 Order management processing unit 31 Report information 32 General-purpose sales information 33 Request command 34 Unique sales information 35 Support information 36 Sales expense settlement data 37 Order data 41 Sales employee support computer 42 Sales information computer 43 Sales employee management terminal 44 Mobile terminal 45 Internet 51 Antenna 52 display 53 keyboard 61 top page 62 main menu page 63 entry menu page 64 sales information support menu page 65 sales activity support menu page 66 order entry page 67 daily report The Power page 68 transportation expenses checkout page 69 stock check page 70 customer introduction page 71 negotiation elapsed introduction page 72 regularly visit analysis query page 73 activity time analysis query page

Claims (9)

[Claims] 1. A sales representative support computer and a plurality of portable terminals used by a sales representative visiting a customer are connected via a wireless communication network, and provide general sales information to the sales representative support computer. The sales information computer and the salesperson management terminal are connected to the salesperson support computer, and the salesperson support computer receives the report information of the individual salesperson input to the mobile terminal. While referring to the general-purpose sales information, by a predetermined editing method or analysis method, from the report information, while generating unique business information for the individual salesperson, from the mobile terminal, the salesperson of the salesperson Upon receiving a request for information necessary for supporting sales activities at the sales activity site, the general-purpose sales information or the unique sales A sales activity support method, comprising: generating support information according to the request command using the information as an information source; and providing the generated support information to the portable terminal. 2. A part of the sales information computer is constituted by an expense management processing unit, and the sales staff support computer receives the sales expense settlement data of the individual sales staff input to the portable terminal. hand,
2. The business activity support method according to claim 1, wherein the method is sent to the expense management processing unit. 3. A part of the sales information computer is constituted by an order management processing part. The sales assistant support computer receives order data of the individual sales personnel input to the mobile terminal, 3. The sales activity support method according to claim 1, wherein the sales activity is sent to the order management processing unit. 4. The sales representative support computer, upon receiving the request command from the sales representative management terminal, generates the support information and provides the support information to the sales representative management terminal. The business activity support method according to claim 3. 5. A sales activity support method program recording medium which stores the sales activity support method program according to claim 1 and is executed by the sales employee support computer. 6. A sales representative support computer and a plurality of portable terminals used by a sales representative visiting a customer are connected via a wireless communication network, and provide general sales information to the sales representative support computer. The sales information computer and the salesperson management terminal are connected to the salesperson support computer, and the salesperson support computer receives the report information of the individual salesperson input to the mobile terminal. By referring to the general-purpose sales information, by a predetermined editing method or analysis method, from the report information, specific sales information generation means for generating specific sales information on the individual salesperson, Upon receiving a request for information necessary for supporting the sales activities at the sales activity site of the salesperson, the general-purpose sales And a support information generating means for generating support information according to the request command and providing the support information to the mobile terminal using the information or the unique business information as an information source. 7. A part of the sales information computer is constituted by an expense management processing unit, and receives the sales expense settlement data of the individual salesperson inputted to the portable terminal and sends the data to the expense management processing unit. 7. The sales activity support system according to claim 6, wherein said expense settlement data transfer means is provided in said sales person support computer. 8. A part of the sales information computer is constituted by an order management processing part, and receives order data of the individual sales representative input to the portable terminal and sends the received order data to the order management processing part. 8. The sales activity support system according to claim 6, wherein a data transfer unit is provided in the sales employee support computer. 9. The method according to claim 6, wherein said support information generating means receives said request command from said salesperson management terminal, generates said support information and provides it to said salesperson management terminal. The sales activity support system according to claim 8.