JP2002342664A - Method and program for customer management - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a method and program for customer management by which it is proper and easy to generate and manage customer information on a specific customer to be provided with specific guide information. SOLUTION: Browsing history information on a Web page which is transmitted from a server 11 in response to the browsing request of the prescribed Web page from a client 13 is stored in a browsing information storage means 19 on the side of the server 11. Individual information on the user of the client 13 transmitted from each client 13 is stored in an individual information storage means 20. Then, based on registration information contents in the storage means 19 and 20, a CPU 14 generates the customer information of the specific customer to be an invited customer and registers it in an event information storage means 21. After this, based on the registered content in this means 21, the CPU 14 controls driving of this means 21 and issues an invitation card 23.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a customer management method and a customer management program for creating and managing customer information on a specific customer to whom predetermined guidance information is provided by, for example, an event invitation or direct mail.

[0002]

2. Description of the Related Art In recent years, when various events such as exhibitions and seminars are held, an invitation letter with customer information on the customer in advance is sent to a customer related to the content of the event. Sometimes. In other words, the event organizer or the like performs a work of listing out an invitation sending object (inviting customer) from a group of customers in the industry to which the event relates before the event is held. It then collects and organizes personal information about each invitee (specific customer) listed,
By manually inputting the organizing information into a computer, customer information on invited guests (specific customers) in the event is created and managed.

On the other hand, in an invitation to each guest, customer information (personal information, etc.) on the guest (specific customer) is written and recorded in a readable manner by a predetermined information reading method, and then the invitation is sent. Was like that. When a visitor to the event brings an invitation, the customer information written and recorded in the invitation is read by a predetermined information reading unit at the event reception. Therefore, the event organizer or the like can grasp in real time customer information on the visitors (invitees) who have brought the invitation, and if the customer is an important customer that has been grasped in advance, the negotiation opportunity Was ensured.

[0004]

However, in the above customer management method, the work of listing the invited guests and collecting and organizing the customer information (personal information etc.) of each invited customer written and recorded in the invitation are performed manually. Because
There was a problem that the amount of work became enormous. Also, regarding the customer information, there is a possibility that the quality and quantity of the customer information may fluctuate greatly depending on the judgment criteria of the worker in charge of collection and arrangement. In addition, the database of the customer information collected and arranged in this way is also performed through a manual input operation, so that there is a problem that the customer management operation is further complicated.

The present invention has been made in view of the above circumstances, and has as its object to provide a customer management system capable of appropriately and easily creating and managing customer information on a specific customer to whom predetermined guidance information is provided. It is to provide a method and a customer management program.

[0006]

According to a first aspect of the present invention, there is provided a customer management method, wherein a predetermined web page transmitted from a server in response to an access request from a client. A server that totals and records the browsing history information of the predetermined web page in the client through data communication with the client, a step in which the server records personal information on the user of the client, And a step in which the server creates and manages customer information on the specific customer to whom the predetermined guidance information related to the display content is provided based on the recorded contents of the browsing history information and the personal information.

[0007] The invention described in claim 2 is the first invention.
In the invention described in (1), the gist is that the personal information includes personal identification information capable of specifying a user of the client.

[0008] The invention described in claim 3 is the first invention.
Alternatively, in the invention according to claim 2, the gist is that the browsing history information includes browsing degree information of the predetermined web page via the client.

[0009] The invention described in claim 4 is the invention according to claim 3.
In the invention described in the above, if the content of the browsing degree information satisfies a predetermined condition, the server, in the step of creating and managing the customer information, identifies a user of a client having browsing history information including the browsing degree information. The gist is to identify and manage as the specific customer.

[0010] The invention described in claim 5 is the first invention.
In the invention according to any one of claims 4 to 4,
The gist is that the personal information includes personal attribute information for classifying and evaluating the user of the client as the specific customer in a specific customer group.

The invention described in claim 6 is the same as the invention in claim 5
In the invention described in the above, when the content of the personal attribute information satisfies a predetermined condition, the server, in the step of creating and managing the customer information, uses the client of the client whose personal attribute information is obtained by another client. The main point is that the person is identified and managed as a specific customer classified and evaluated.

The invention according to claim 7 is the first invention.
In the invention according to any one of claims 6 to 6,
The method further includes a step in which, based on the control of the server, a predetermined information output unit writes and records the customer information on the information transmission medium of the predetermined guide information in a readable manner by a predetermined information reading method. .

[0013] The present invention relates to a customer management program.
According to the invention described in (1), browsing history information of the predetermined web page in the client, which displays a predetermined web page transmitted from the server side in response to an access request from the client side on a computer constituting a client / server system The server collects and records the data through data communication with the client, the server records personal information relating to the user of the client, and specifies that predetermined guidance information related to the display content of the predetermined web page is provided. And creating and managing customer information on the customer based on the recorded contents of the browsing history information and the personal information.

[0014] Further, the invention according to claim 9 is based on claim 8.
In the invention described in (1), the gist is that the personal information includes personal identification information capable of specifying a user of the client.

According to a tenth aspect of the present invention, in the invention of the eighth or ninth aspect, the browsing history information includes browsing degree information of the predetermined web page via the client. The gist is that

According to an eleventh aspect of the present invention, in the invention of the tenth aspect, when the content of the browsing degree information satisfies a predetermined condition, the server, in the step of creating and managing the customer information, The gist is to identify and manage a user of a client having browsing history information including browsing degree information as the specific customer.

According to a twelfth aspect of the present invention, in the invention according to any one of the eighth to eleventh aspects, the personal information includes a user of the client as the specific customer. The gist is that personal attribute information for classification and evaluation in the customer group is included.

According to a thirteenth aspect of the present invention, in the invention of the twelfth aspect, when the content of the personal attribute information satisfies a predetermined condition, the server, in the step of creating and managing the customer information, The gist is to identify and manage the user of the client from which the personal attribute information has been obtained as a specific customer classified and evaluated with the user of another client.

According to a fourteenth aspect of the present invention, in accordance with any one of the eighth to thirteenth aspects, based on the control of the server, a predetermined information output means outputs the predetermined guidance information. The method further comprises the step of writing and recording the customer information in a readable manner on the information transmission medium by a predetermined information reading method.

[0020]

BRIEF DESCRIPTION OF THE DRAWINGS FIG. 1 is a block diagram showing an embodiment of the present invention in which customer management of event guests is performed by a computer system. FIG.

The customer management method according to the present embodiment is implemented using the client / server system shown in FIG. That is, a plurality of clients 13 are connected to the server 11 via the Internet 12. The server 11 includes a control device (CPU) 14 that controls the entire system based on a customer management program stored in advance in a ROM (not shown) or the like. The CPU 14 is connected to the Internet 12 via a transmission / reception device 15. I have. The CPU 14 is connected to an input device 16 such as a keyboard for inputting system operation information and a display device 17 for displaying and confirming the input contents and the like.

The CPU 14 is connected to a Web page storage unit 18, a browse information storage unit 19, a personal information storage unit 20, and an event information storage unit 21 so that predetermined information can be written and read under the control of the CPU 14. ing. Further, an invitation card issuing device 22 as information output means is connected to the CPU 14, and predetermined guidance information (participation guidance information for a logistics system exhibition in this embodiment) is transmitted from the issuing device 22 based on the control of the CPU 14. Invitation 2 as a written and recorded information transmission medium
3 will be issued.

Here, each of the storage means 18 to 21 will be described. First, when each of the clients 13 makes an access request for browsing a predetermined web page, the Web page storage unit 18 responds to the request by the client 13.
It is configured as a Web database that stores various web pages transmitted to the side. Each web page is written in HTML (Hypertext Mark), which is a standard description language of the WWW (World Wide Web).
up Language) document. In addition, the web page includes an image describing a web identification argument (for example, “MENU” in the case of the main menu of the top page) for identifying the web page displayed on the client 13 based on the access request. A tag (not shown) is inserted.

The browsing information storage means 19 is configured as a browsing history database for storing browsing history information of web pages via the clients 13. That is, this browsing information storage means 19 stores
As shown in FIG. 3, the terminal number 31 assigned to each client 13 is used as an index, the browse page 32 browsed via the client 13, the total browse time (browse degree) 33 of the page, and the total browse number (browse degree). ) 34
Is stored as browsing history information.

The terminal number 31 is a value determined by the server 11 through communication of cookie information between each client 13 and the server 11, and is assigned to each client 13 in the order of older access history. You. Accordingly, for the new client 13 that has accessed the server 11 for the first time, the value obtained by adding 1 to the maximum number of the terminal number 31 registered (stored) in the storage unit 19 is the terminal of the new client 13. It will be given as number 31. In the present embodiment, the browsing page 32 indicates the content of the web page displayed for browsing by the client 13 based on each client 13 making an access request to the server 11 side. The web identification argument is recorded in correspondence with the terminal number 31 of the client 13. For example, in the case of the client 13 in which the value of the terminal number 31 is “1”, a web page introducing a logistics ITS exhibition in which the web page identification argument is “MENU” and the web page identification argument is “ITSEV” The browsing results for are recorded. Regarding the contents of the browsing, the top page has two browsing times and the total browsing time is 45.
Seconds, and the introduction page of the logistics ITS exhibition has been viewed 4 times and the total viewing time is 1 minute 10 minutes
Seconds are recorded.

Further, the personal information storage means 20 stores each client 13 using the terminal number 31 as an index.
It is configured as a personal information database for storing personal information on the user of the personal computer. That is, when a specific contract involving an operation of inputting predetermined information is made between the server 11 and the client 13 (for example, the applicant information is stored in Is obtained when the client 13 is input)
The personal information 35 and 36 regarding the user (viewer) are stored. The personal information 35 and 36 are further classified and recorded as personal identification information 35 and personal attribute information 36 according to the information content.

That is, the personal identification information 35 is information that can identify the user of the client 13 according to the information content, and is composed of various information such as a mail address, name, address, and telephone number. I have. On the other hand, the personal attribute information 36 is information for classifying and evaluating the user of the client 13 as a specific customer (for example, an invitation to an exhibition) in a specific customer group (for example, all invited customers) based on the information content. Such information is obtained as the contents of a response via the Internet 12 to a questionnaire entry column (not shown) posted on a predetermined web page. For example, the personal attribute information 36 shown in FIG. 3 includes a company name, a job title, a field of interest related to a distribution system (distribution system name in this embodiment), and a plan to introduce (purchase) the distribution system in your company. It consists of answers 1 to 4 for each questionnaire entry item of time.

The event information storage means 21 comprises:
The invitation information issuing device 22 is configured as an event information database for storing event information including customer information on an invited customer (specific customer) to which the invitation 23 is issued. That is, the event information storage means 21
Includes an event ID 37 for identifying various events for which the invitation 23 is scheduled to be issued, and a specific customer (inviting customer) to whom the invitation 23 related to the event is to be sent.
Is stored. Using the customer ID 38 as an index, customer information 39, 40 relating to the specific customer is stored as follows.

That is, the customer information 39, 40 is customer identification information 39 having information contents such as the name, address, company name, title of each specific customer, and the terminal number 31 of the client 13 relating to the use of the specific customer. And customer evaluation information 40 that includes the degree of key person, the field of interest, and the sales person in charge of each specific customer. The customer identification information 39
Is information for objectively identifying the specific customer, and the corresponding information content is fetched from the personal identification information 35 and the personal attribute information 36 stored in the personal information storage means 20. On the other hand, the customer evaluation information 40 contains the invitation 2 when the specific customer visits the event as an inviting customer.
The third issuer (for example, an event organizer or the like) is information that is useful for providing services such as venue guidance, and is created and managed by the CPU 14 of the server 11 together with the customer ID 38 and customer identification information 39.

The above-described ROM or the like (for example, CPU
The event / web page correspondence data in which the web ID argument of the web page to which the event of the event ID 37 is related is displayed and stored using the event ID 37 as an index.

Next, a control processing routine for customer management by the CPU 14 will be described with reference to FIGS. The customer management control processing routine includes a browsing history registration routine (FIG. 5), a personal information registration routine (FIG. 6), and a customer information registration routine (FIG. 7). The information registration routine and the customer information registration routine will be described in this order.

The browsing history registration routine is a routine in which the server 11 tallies and records browsing history information of a predetermined web page in the client 13 and writes and records it in the browsing information storage means 19. Is done. In the following, an access request for browsing a web page introducing a logistics system exhibition whose web identification argument is “ITSEV” (hereinafter, “browsing request”)
That. ) Is explained.

That is, as shown in FIG. 1, there are a plurality of clients 13 connected to the server 11 via the Internet 12, and one of the clients 13 requests a browsing request of the introduction web page of the distribution system exhibition from the server. Suppose that it was on the 11 side.

Then, in step S1, the CPU 14 of the server 11 acquires the web identification argument (that is, "ITSEV") of the web page related to the browsing request from the transmission information from the client 13.

Then, in the next step S2, the web page information (introduction page information of the logistics system exhibition) corresponding to the obtained web identification argument (ITSEV) is stored on the Web.
The web page information is read from the page storage unit 18 and transmitted via the Internet 12 to the client 13 that has requested browsing of the web page information. Then, the client 1
On the third side, the content of the web page requested to be browsed (hereinafter referred to as “browse page”) is displayed. The CPU
14 starts measuring the browsing time of the browsing page on the client 13 from the time when the browsing page is displayed on the client 13 side.

On the other hand, in the next step S3, the CPU 14 checks whether or not there is cookie information of the terminal number 31 in the transmission information from the client 13. As a result, when it is determined that there is no cookie information (that is, when the browsing request is the first access request to the server 11 side by the client 13), the process proceeds to step S
Proceeding to 4, the maximum number of values of the terminal number 31 registered in the browsing information storage means 19 is searched. Then, in the next step S5, cookie information relating to the terminal number 31 having a value obtained by adding 1 to the maximum number is generated, and the cookie information is transmitted to the client 13, and then the process proceeds to step S6. On the other hand, if it is determined in step S3 that there is cookie information, the process directly proceeds to step S6 without passing through steps S4 and S5.

Next, in step S6, the number of accesses by the terminal number 31 obtained from the cookie information transmitted from the client 13 or the terminal number 31 corresponding to the cookie information generated in step S5,
In addition, the browsing frequency 34 of the web page related to the current browsing page corresponding to the browsing request is read from the browsing information storage unit 19. Then, it is determined in step S7 whether or not the browsing history information of the value of the browsing frequency 34 of “1” or more has been obtained based on the read result in step S6.

If the browsing request is the first access request from the client 13, the value of the new terminal number 31 corresponding to the cookie information generated in step S5 is stored in the browsing information storage means. 19 has not yet been stored (unregistered). Therefore, the result of the determination in step S7 is negative. Therefore, in this case, the process proceeds to step S8, where the value of the number of browsing times 34 of the web page related to the current browsing page is set to “1”, and the value of “1” is changed to the current time by the new terminal number 31. After newly registering the number of browsing times 34 of the web page related to the browsing page, the process proceeds to step S10.

It should be noted that even if the cookie information is included in the transmission information relating to the browsing request from the client 13 and the terminal number 31 having a predetermined value is given to the client 13, Is different from the current browse page, the determination result in step S7 is negative as described above. For example, this corresponds to a case where the past browsing request made by the client 13 is a browsing request of a web page displaying a shopping mall with the web identification argument “SHOP”. Therefore, in this case, in step 8,
Number of browsing of the web page related to the current browsing page 3
After setting “1” as the value of “4” and newly registering the value of “1” as the browsing frequency 34 of the web page related to the current browsing page by the terminal number 31 already registered,
Proceed to step S10.

On the other hand, if the determination result in step S7 is affirmative, it means that the client 13 has browsed the current browse page at least once in the past. That is, the browsing frequency 34 of the client 13 based on the terminal number 31 has already been registered (stored) in the browsing information storage unit 19. Therefore, in this case, in step S9, the currently registered browsing frequency 3
Further, 1 is added to the value of 4, and the number of browsing times 34 of the web page related to the current browsing page by the client 13 of the terminal number 31 is updated.

Then, the CPU 14 counts the browsing time 33 related to the current browsing page displayed on the client 13. That is, the client 1
When the display of the browse page by 3 is completed, the elapsed time from the measurement start time in step S2 is calculated, and the current browse time 33 is obtained from the calculation result. In step S8, the value of the current browsing elapsed time based on the calculation result is written and registered as the browsing time 33 corresponding to the newly registered terminal number 31 in the browsing frequency 34. On the other hand, the browsing elapsed time based on the current measurement is added to the registered browsing time 33 to the browsing time 33 corresponding to the terminal number 31 for which the browsing frequency 34 has been updated in the step S9, and the accumulated browsing time It is updated to 33.

When the browsing time 33 has been registered and updated in step S10 as described above, the browsing history registration routine ends once. When a request for browsing a new web page is made from the client 13, the processes in steps S1 to S10 are repeated. By executing the browsing history registration routine, a browsing history database having the contents shown in FIG.

Next, the personal information registration routine will be described with reference to FIG. Now, the personal information registration routine
This is a routine in which the server 11 records the contents of transmission of personal information about the user of the client 13 via the client 13 and writes and records the personal information in the personal information storage means 20, and the processing is performed according to the following procedure. In the following, personal information (personal identification information 35, personal attribute information 3) is obtained from the contents of a response to a questionnaire entry column (not shown) related to the distribution system provided on a predetermined web page.
The case where 6) is obtained will be described as an example.

That is, as in the case of the browsing history registration routine, when there is a browsing request for a predetermined web page from the client 13, the CPU 14 determines in step S11 the web page of the web page related to the browsing request from the transmission information. Get the identification argument. In the next step S12,
The web page information corresponding to the acquired web identification argument (in this case, the page information having the questionnaire entry field) is read out from the web page storage unit 18, and is transmitted via the Internet 12 to the client 13 that has requested browsing of the web page information. To send.

Then, the client 13 displays the contents of the web page (browsing page) requested to be browsed,
The questionnaire entry column is displayed on the display screen of the browse page. Then, when the user of the client 13 inputs predetermined information (e-mail address, name, etc.) in the questionnaire entry field and transmits the input information to the server 11 as a response to the questionnaire, the CPU 14 determines the following in the next step S13. Is performed.

That is, in step 13, the terminal number 31 of the client 13 is extracted from the data content of the browsing information storage means 19 based on the cookie information included in the transmission information from the client 13, and the extracted It is determined whether or not the value of the terminal number 31 is registered in the personal information storage means 20 as an index. If the determination result is affirmative, the next step S1
In 4, it is determined whether the personal identification information 35 such as the name registered with the registered terminal number 31 as an index is the same as the personal identification information 35 such as the name in the transmission information of the questionnaire response. The determination in step S14 is that if two or more items among the items (e-mail address, name, address, etc.) constituting the personal identification information 35 do not match, it is determined that they are not the same. If there is only one, it may be determined to be the same due to an input error.

If the determination in step S14 is affirmative, in step S15, personal identification information 35 such as a name included in the transmission information of the questionnaire response and personal attributes including answers 1 to 4 for predetermined questions. The information 36 overwrites and updates the registered personal information 35 and 36 in the personal information storage means 20. Step S
In the case of the judgment in step 14, even if a positive judgment is made while presuming that there is only one mismatching item and the same, the personal information 35 and 36 included in the transmission information of the questionnaire response are overwritten as correct. ·Update. On the other hand, if the result of the determination in step S13 is negative, and if the result of the determination in step S14 is negative, step S16
Performs the following processing.

That is, if the determination result in step S13 is negative, the personal information 35 of the user of the client 13 is first transmitted via the client 13 of the terminal number 31.
36 has been obtained. Accordingly, in this case, the personal identification information 35 and the personal attribute information 36 included in the transmission information of the questionnaire response are newly registered in the personal information storage unit 20 using the terminal number 31 of the client 13 as an index. If the result of the determination in step S13 is negative because there is no cookie information in the transmission information of the browsing request from the client 13, a new terminal number 31 is set in the browsing history registration routine.
Is given, the process of step 16 is performed using the new terminal number 31 as an index.

If the result of the determination in step S14 is negative, the following processing is performed. That is, in this case, it is considered that a plurality of users of the client 13 exist. Therefore, in such a case, without overwriting or updating the registered personal information 35, 36 in the personal information storage means 20, the same questionnaire as the second client using the same terminal number 31 as an index is used. Personal information 35, 36 included in the response transmission information
Is newly registered separately. However, the personal information storage means 20 registers the personal information 35 and 36 of the two client users for one client 13 as described above, but since the terminal numbers 31 are the same, the browse information storage means The 19 browsing history information is the total content of the two.

When the personal information 35 or 36 is updated or registered in step S15 or S16 as described above, the personal information registration routine ends once. When a response to the questionnaire is sent from the client 13 in response to a new browsing request, step S1 is performed.
Each processing of 1 to S16 is repeated. By executing the personal information registration routine, a personal information database having the contents shown in FIG.

Next, a customer information registration routine will be described with reference to FIG. By the way, the customer information registration routine
Registered contents of the browse information storage means 19 and the personal information storage means 20 with customer information relating to a specific customer for which predetermined guidance information (for example, exhibition information etc.) related to the display content of the browse page by each client 13 is provided. Is a routine that the server 11 creates and manages based on the following procedure. In the following, the customer information related to the customer invited to the logistics system exhibition is created and managed, and the created customer information is written and recorded.
3 will be described as an example.

The customer information registration routine is started when a customer manager in the server 11 inputs operation information prompting the start of the routine from the input device 16. That is, after the person in charge launches a predetermined operation screen on the display device 17 connected to the input device 16, an ID unique to the event for which the invitation 23 is to be issued, that is, the event of the logistics system exhibition When an ID (for example, “0001” shown in FIG. 4) is input, the CPU 14 starts the processing of this routine.

That is, the CPU 14 firstly inputs the web identification argument of the web page related to the event (in this embodiment, the logistics system exhibition) with the event ID “0001” input from the input device 16 in step S21. Search for. Specifically, the ROM or the like (for example, R
AM), the event / web page correspondence data stored and stored is read, and the web identification argument “ITSEV” of the web page corresponding to the event ID “0001” is acquired from the data content.

Then, in step S22, the CPU 14 extracts a terminal number 31 having a browsing history record for the browsing page 32 of the web identification argument "ITSEV" from the recorded contents of the browsing information storage means 19.
For example, in the case of the contents of the browsing history database shown in FIG. 2, the terminal numbers 31 correspond to the terminal numbers 31 of “1”, “3”, and “4”. Then, the next step S23
Then, each corresponding terminal number 31 ("1", "3", "4")
It is determined whether or not the browsing degree (browsing time 33, browsing frequency 34) of the browsing page 32 in the client 13 of the client 13 satisfies a predetermined condition for identifying an inviting customer (specific customer).

Here, in the case of the present embodiment, the browsing time 3
If 3 is 1 minute and 30 seconds or more, or the number of browsing times is 3 or more, it is assumed that reference data for determining that the predetermined condition has been cleared is previously set and stored in the RAM or the like. Therefore, in the case of the present embodiment, it is determined from the contents of the browsing history database shown in FIG. 2 that the client 13 whose terminal number 31 is “1” has cleared the predetermined condition because the browsing frequency 34 is four. . Further, it is determined that the client 13 whose terminal number 31 is “3” satisfies the predetermined condition in both the browsing time 33 and the browsing frequency 34. The client 13 whose terminal number 31 is “4” has a browsing time of 33.
Is 1 minute and 50 seconds, it is determined that the predetermined condition is satisfied.

Next, the CPU 14 determines whether the client 13 of the terminal number 31 has cleared these predetermined conditions.
(Accurately, the user of the client) is given a customer ID 38 for customer identification in step S24. Then, in the next step S25, the personal information 35, 36 of the user of the client 13 of the corresponding terminal number 31 ("1", "3", "4") is read from the personal information storage means 20. Then, the read personal information 3
In the next step S26, the contents of Nos. 5 and 36 are registered as customer specifying information 39 together with the event ID 37 and the customer ID 38 in the event information storage means 21.

In step S26, customer evaluation information 40 is created and registered as follows. First, the personal attribute information 3 in the read personal information 35, 36
"Key figures" according to the title recorded as answer 2 in 6
Is determined. In other words, the title in answer 2 is “deputy manager”
In the above case, the rank evaluation is performed such that the key person degree is "A", when the position title is "section manager", the key person degree is "B", and when the position is lower than that, the key person degree is "C". Then, the rank evaluation result is registered in the event information storage unit 21 as a part of the customer evaluation information 40.

Similarly, when creating and registering the customer evaluation information 40 in the step S26, the field of interest (distribution system name) of the customer recorded as the answer 3 in the personal attribute information 36 is stored in the customer evaluation information 40. The information is registered in the event information storage unit 21 as partial information. Further, the personal identification information 3 in the read personal information 35, 36
The salesperson in charge of the customer is determined based on the address recorded in 5, and the affiliation and name of the salesperson are registered in the event information storage means 21 as part of the customer evaluation information 40.

Then, when the processing in step S26 is completed, an event information database having the contents shown in FIG. 4 is created in the event information storage means 21. In addition,
When determining the degree of key person based on the title,
The reference data of association between each job title and the key person level stored and stored in the AM or the like is used. In addition, the correspondence reference data between the address and the sales person in charge is also set within a certain area (for example, the Kanto area, Chubu area, and Kansai area) for each sales person to be registered in advance.
The data whose contents are to be assigned to the customer who displays the address
The setting is stored in the AM or the like.

Then, the above steps S21 to S26
When the event information database is created through the above, the invitation 23 is created and output in the next step S27. That is, when the person in charge inputs the invitation creating command to the input device 16, the CPU 14 drives the invitation issuing device 22 and outputs the invitation 23 to the logistics system exhibition from the device 22. Let it. At this time, the invitation information 23 includes the event ID 37 and the customer ID registered in the event information storage unit 21 and the customer information created and registered in step S26, that is, the customer identification information 39 and the customer evaluation information 40 as barcodes. Etc., and are written and recorded so as to be readable by a predetermined information reading method such as. When the output of the invitation 23 in step S27 is completed, the customer information registration routine is temporarily terminated. If the result of the determination in step S23 is negative, this routine is immediately terminated without going through steps S24 to S27.

Therefore, according to the customer management method and the customer management program of the present embodiment, the following effects can be obtained. (1) Customer information 39, 40 of an invitation customer (specific customer) to the distribution system exhibition, which is an event to be sent an invitation, can be properly and easily created and managed. That is, since the server 11 collects and organizes the browsing history information 32 to 34 of each client 13 with respect to the web page related to the logistics system exhibition and the personal information 35 and 36 of the user of the client 13, it is manually collected. This eliminates the complexity of the conventional arrangement.

(2) Moreover, since the personal information 35 and 36 of each client user can be obtained in the form of answering a questionnaire provided on a web page via the Internet 12, the browsing history information 32 of each client 13 can be obtained.
Can be easily associated with.

(3) The browse information storage means 19 stores the browse page 3 as the browse history in each client 13.
Since the browsing time 33 and the browsing frequency 34, which are browsing degree information, are recorded for every two, the contents of the browsing degree information can be used as objective judgment criteria when listing up invited guests (specific customers). Therefore, the customer information 39, 4 created and managed
It is possible to prevent the quality and quantity of 0 from fluctuating greatly.

(4) The criteria for listing the invited guests from the browsing degree information 34 and 35 can be arbitrarily changed by changing the contents of the reference data set and stored in the RAM or the like in advance. Therefore, it is possible to adjust the total number of invited guests (specific customers) listed as appropriate according to the scheduled number of invitations 23 to be issued.

(5) Also, the personal information storage means 20 stores personal attribute information 36 for evaluating and creating the degree of key persons and the sales person in charge when the user of each client 13 is viewed as an invited customer (specific customer). Since it is included, it is possible to prepare an appropriate response at a venue of a distribution system exhibition (event) or the like.

(6) That is, for the event visitor who brought the invitation 23 in which the customer identification information 39 and the customer evaluation information 40 for each invited customer (specific customer) are displayed in a bar code, the bar code set in the reception or the like Customer information 39, 40 recorded in the invitation 23 by information reading means such as a reader.
Can be obtained in real time. Therefore, an inviting customer (specific customer) that has been grasped in advance as an important customer can be secured without missing a business opportunity or the like.

The above embodiment may be modified and embodied as follows. In the above-described embodiment, the customer information 39 and 40 are written and recorded on the invitation 23 by barcode display. However, the present invention is not limited to such a barcode display mode, and other information readable writing modes such as an ID tag mode are also adopted. It is possible.

In the above-described embodiment, the processing is started in step S27 of the customer information registration routine when the person in charge inputs an instruction to create an invitation to the input device 16. However, instead of waiting for input of command information from the outside, the customer management program itself automatically executes step S27 following completion of the processing of step S26.
The processing may shift to the processing of (1).

In the above embodiment, the browsing degree information 33, 3
If 4 meets the specified conditions, invited guests (specific customers)
Although the customer information 39 and 40 have been created as described above, the fact that the personal attribute information 36 has been obtained by answering a questionnaire or the like may be used as a criterion for creating the customer information 39 or 40.

In the customer information registration routine according to the above-described embodiment, the reference level of the key person and the salesperson in charge are R
It can be arbitrarily changed by changing the setting contents to AM or the like. Therefore, the degree of importance may not be based on the position title but may be associated with, for example, the browsing degree information when there is a browsing degree that is equal to or higher than a predetermined reference.

In the above embodiment, the personal information is composed of the personal identification information 35 and the personal attribute information 36.
The personal attribute information 36 is not necessarily required. Similarly, the customer evaluation information 40 is not necessarily required if the customer information includes the customer identification information 39.

The reference data for determining the browsing degree in step S23 in the customer information registration routine of the embodiment can be arbitrarily changed by changing the contents set in the RAM or the like. Therefore, it is possible to set the condition to be cleared if the number of browsing times is even one. It is also possible to calculate the average number of browsing of all clients by calculation and use it as a criterion.

In the above-described embodiment, the browsing degree information is constituted by the browsing time 33 and the browsing frequency 34. However, only one of the browsing time 33 and the browsing frequency 34 may be used. In the above embodiment, the personal information 35, 36 is obtained by transmitting the questionnaire response via the Internet 12, but the personal information 35, 36 is obtained in the form of handwritten information on a questionnaire postcard or the like. Alternatively, the person in charge may manually input the content from the input device 16.

In the above-described embodiment, the Web page storage unit 18 is replaced with another storage unit 19 to the browsing information storage unit 19 or the like.
Although the server 11 is provided together with the server 21, the following may be adopted. That is, the Web page storage unit 18 may be provided not in the server 11 that operates the present system as in the above-described embodiment but in a server owned by a provider contracted by each client 13. In this case, the URL (Uniform Resource) of the customer management program stored and stored in the operation server 11 of the present system in the insertion image tag of various web pages stored in the web page storage unit 18.
ce Locator). Then, when the client 13 makes a browsing request to the server of the provider and, for example, a web identification argument “ITSEV” is transmitted, the value of the argument is transmitted to the operation server 11 of the present system, and the customer management program is executed. If executed, the same effects as in the above embodiment can be obtained.

In the above embodiment, if an affirmative determination is made in step S14 of the personal information registration routine shown in FIG. 6, both information 35 and 36 of the personal identification information 35 and the personal attribute information 36 are overwritten / updated in the next step S15. Configuration. However, when such a positive determination is made, in step S15, only the personal identification information 35 is overwritten and updated, and the personal attribute information 36 is additionally registered without overwriting the already registered personal attribute information 36. It may be.

Next, a technical idea which can be grasped from the above embodiment and another example will be additionally described. 2. The customer management method according to claim 1, wherein the server records the personal information through data communication with the client based on input of predetermined information by a user of the client via the client.

(B) The customer management program according to claim 8, wherein the server records the personal information through data communication with the client based on input of predetermined information by a user of the client via the client.

[0078]

As described above in detail, according to the inventions described in the claims of the present application, it is possible to appropriately and easily create and manage customer information on a specific customer to whom predetermined guidance information is provided. be able to.

[Brief description of the drawings]

FIG. 1 is an overall configuration diagram of a customer management system according to an embodiment.

FIG. 2 is a configuration diagram showing registered contents of a browsing history database.

FIG. 3 is a configuration diagram showing registered contents of a personal information database.

FIG. 4 is a configuration diagram showing registered contents of an event information database.

FIG. 5 is a flowchart showing a viewing history registration routine.

FIG. 6 is a flowchart showing a personal information registration routine.

FIG. 7 is a flowchart showing a customer information registration routine.

[Explanation of symbols]

11 ... server, 13 ... client, 22 ... invitation issuing device (information output means), 23 ... invitation (information transmission medium), 31 ... terminal number, 32 ... browsing page, 33 ... browsing time, 34 ... browsing frequency, 35 ... personal identification information, 36 ... personal attribute information, 39 ... customer identification information, 40 ... customer evaluation information.

──────────────────────────────────────────────────続 き Continued on the front page (51) Int.Cl. ⁷ Identification symbol FI Theme coat ゛ (Reference) G06F 13/00 540 G06F 13/00 540R 17/30 340 17/30 340B

Claims (14)

[Claims] A server collects and records browsing history information of a predetermined web page in a client which displays a predetermined web page transmitted from a server in response to an access request from the client through data communication with the client. Performing a step of recording personal information on a user of the client by a server; and providing browsing history information and personal information on a specific customer to which predetermined guidance information related to display contents of the predetermined web page is provided. A step of creating and managing a server based on each recorded content of information. 2. The customer management method according to claim 1, wherein the personal information includes personal identification information capable of specifying a user of the client. 3. The customer management method according to claim 1, wherein the browsing history information includes browsing degree information of the predetermined web page via the client. 4. When the content of the browsing degree information satisfies a predetermined condition, the server, in the step of creating and managing the customer information, determines a user of the client having browsing history information including the browsing degree information. 4. The customer management method according to claim 3, wherein the customer is identified and managed. 5. The personal information according to claim 1, wherein the personal information includes personal attribute information for classifying and evaluating a user of the client as the specific customer in a specific customer group. Customer management method according to one paragraph. 6. When the content of the personal attribute information satisfies a predetermined condition, the server, in the step of creating and managing the customer information, changes the user of the client from which the personal attribute information is obtained to the user of another client. 6. The customer management method according to claim 5, wherein the management is performed as a specific customer classified and evaluated. 7. A method according to claim 7, further comprising the step of, under the control of said server, a predetermined information output means writing and recording said customer information in an information transmission medium of said predetermined guide information in a readable manner by a predetermined information reading method. The customer management method according to any one of claims 1 to 6. 8. A browsing history information of the predetermined web page in the client which displays a predetermined web page transmitted from the server side in response to an access request from the client side to a computer constituting the client / server system. A step of counting and recording by the server through data communication with the client; a step of recording by the server personal information on the user of the client; and a specific customer provided with predetermined guidance information related to display contents of the predetermined web page. And the server creates and manages customer information on the basis of the recorded contents of the browsing history information and personal information. 9. The customer management program according to claim 8, wherein the personal information includes personal identification information capable of specifying a user of the client. 10. The customer management program according to claim 8, wherein the browsing history information includes browsing degree information of the predetermined web page via the client. 11. When the content of the browsing degree information satisfies a predetermined condition, the server, in the step of creating and managing the customer information, identifies a user of the client having browsing history information including the browsing degree information to the client. The customer management program according to claim 10, wherein the customer management program identifies and manages the customer as a specific customer. 12. The personal information according to claim 8, wherein the personal information includes personal attribute information for classifying and evaluating a user of the client as the specific customer in a specific customer group. Customer management program according to one paragraph. 13. When the content of the personal attribute information satisfies a predetermined condition, the server, in the step of creating and managing the customer information, changes the user of the client from which the personal attribute information was obtained to the user of another client. 13. The customer management program according to claim 12, wherein said management means identifies and manages as a specific customer classified and evaluated. 14. The method according to claim 14, further comprising the step of, under the control of the server, a predetermined information output means writing and recording the customer information in an information transmission medium of the predetermined guide information in a readable manner by a predetermined information reading method. Claims 8 to 1
3. The customer management program according to any one of 3.