JP2013218643A - Business support system and server - Google Patents

Abstract

PROBLEM TO BE SOLVED: To more efficiently manage the schedule of a salesperson.SOLUTION: A server is configured to, when accepting the display request of salesperson schedule information, make a call center terminal display the salesperson schedule information, and to accept the addition instruction of a visit schedule to a customer with whom an appointment has been made to the salesperson schedule information, and to, when accepting the input of the address of the customer of the visit destination, update a salesperson schedule information DB and a visit customer information DB, and to generate and transmit, by electronic mail, notification information to notify the salesperson destination to which the visit schedule has been input that the schedule has been updated, and to, when accepting the display request of the salesperson schedule information and the visit customer information, make a visit agency terminal display the salesperson schedule information and the visit customer information, and to, when accepting the input of the visit result information, update a visit result information DB.

Description

  The present invention relates to a sales support system and a server.

  There are visiting agencies that handle products from multiple insurance companies. Such a visiting agent has signed a contract with an insurance company to receive a remuneration of an amount corresponding to the insurance premium when a new insurance contract is attached.

  It is desirable for the sales representative of the visiting agent to visit customers who can take new contracts efficiently and take many new contracts. For that purpose, it is desirable to install a lot of appointments of customers who are interested in insurance, and to efficiently schedule visits to vacant schedules. However, conventionally, there is no mechanism that can efficiently manage the schedule of sales representatives.

  Accordingly, an object of the present invention is to provide a sales support system that can more efficiently manage the schedule of sales representatives.

  In order to solve the above-described problems, a schedule management system according to the present invention includes a salesperson schedule information DB in which a schedule of salespersons is stored, a visitor information DB in which addresses of customers to be visited are stored, and a visit result. A management server having a storage device storing a visit result information DB storing therein, a call center terminal installed in a call center for taking a visit appointment of a customer, and a visit agent installed in an agent to which a sales representative belongs And when the server accepts a display request for the sales representative schedule information via the call center terminal, the server displays the sales representative schedule information on the call center terminal, and the sales representative schedule In addition to accepting instructions to add appointments to customers who have made appointments in the information, When the customer's address input is accepted, the sales representative schedule information DB and the visitor information DB are updated, and the schedule is updated to the sales representative whose visit schedule is entered in the sales representative schedule information. If the display information of the sales representative schedule information and the visitor information is received via the visiting agency terminal, the sales representative schedule information and the visitor information are generated. When the information is displayed on the visiting agency terminal and the input of the visiting result information is accepted via the visiting agency terminal, the visiting result information DB is updated.

  According to the sales support system according to the present invention, it is possible to more efficiently manage the schedule of sales representatives.

It is a figure which shows schematic structure of the sales support system which concerns on one Embodiment of this invention. It is a figure which shows the customer information which concerns on one Embodiment of this invention. It is a figure which shows the sales representative schedule information which concerns on one Embodiment of this invention. It is a figure which shows the visitor information which concerns on one Embodiment of this invention. It is a figure which shows the visit result information which concerns on one Embodiment of this invention. It is a figure which shows the contract information which concerns on one Embodiment of this invention. It is a figure which shows schematic structure of the customer information management apparatus which concerns on one Embodiment of this invention, a call center terminal, a management server, and a visiting agency terminal. It is a functional block diagram of the call center terminal which concerns on one Embodiment of this invention. It is a functional block diagram of the management server which concerns on one Embodiment of this invention. It is a functional block diagram of the visiting agency terminal which concerns on one Embodiment of this invention. It is a sequence diagram which shows the input process of the sales representative schedule information and visitor information which concern on one Embodiment of this invention. It is a sequence diagram which shows the process which displays the visitor information confirmation screen information on the visit agency terminal which concerns on one Embodiment of this invention. It is a sequence diagram which shows the input process of the visit result information performed between the visit agency terminal which concerns on one Embodiment of this invention, and a management server. It is a sequence diagram which shows the process which displays the confirmation screen information of visit result information on the visit agency terminal which concerns on one Embodiment of this invention. It is a sequence diagram which shows the input process of the contract information performed between the visiting agency terminal and management server which concern on one Embodiment of this invention. It is a sequence diagram which shows the process which displays the confirmation screen information of contract information on the visiting agency terminal which concerns on one Embodiment of this invention. It is an example of an input screen of sales representative schedule information displayed on a call center terminal according to an embodiment of the present invention. It is an example of an input screen of visitor information displayed on a call center terminal according to an embodiment of the present invention. It is an example of a check screen of visitor information displayed on a visit agency terminal concerning one embodiment of the present invention. It is an example of an input screen of visit result information displayed on a call center terminal concerning one embodiment of the present invention. It is an example of a confirmation screen of visit result information displayed on a visit agency terminal concerning one embodiment of the present invention. It is an example of the input screen of the contract information displayed on the call center terminal which concerns on one Embodiment of this invention. It is an example of a confirmation screen of contract information displayed on a visiting agency terminal according to an embodiment of the present invention. It is an example of an input screen of sales representative schedule information displayed on a call center terminal according to another embodiment of the present invention.

  Hereinafter, an embodiment of the present invention will be described.

  FIG. 1 is a diagram showing a schematic configuration of a sales support system according to the present embodiment. As illustrated, the sales support system 100 includes a customer information management device 40, a call center terminal 20, a management server 10, and a visiting agency terminal 30. The customer information management device 40, the call center terminal 20, the management server 10, and the visiting agency terminal 30 are connected to each other by a network N such as the Internet.

  In such a sales support system 100, a call center operator makes a telephone appointment based on customer information 200 acquired from a list holder. Specifically, the operator makes an appointment to obtain an opportunity for the person in charge of the visiting agent to visit the customer 50 to explain the insurance product. Note that the call center obtains customer information satisfying a condition (for example, a woman over 40 years old) that is highly likely to sell insurance from a list holder.

  When an appointment is made, the operator accesses information in the management server 10 from the call center terminal 20 and inputs information such as the date and time of visiting the customer 50 and the customer's address.

  The sales representative obtains notification information for notifying that the schedule has been updated from the management server 10, and confirms his / her schedule and destination stored in the management server 10 using the visiting agency terminal 30.

  The sales representative accesses information in the management server 10 and inputs information related to the visit result.

  Next, details of each device and server will be described.

  The customer information management device 40 is a device for managing customer information of the list holder. Specifically, a plurality of pieces of customer information that are members of the list holder are stored in a customer information database (database is hereinafter referred to as “DB”) of the customer information management apparatus 40. The list holder is a company organization having a large number of members such as a credit card company, a bank, an Internet provider, and a mail order company.

  FIG. 2 is a diagram showing an example of customer information 200. In the customer information 200, predetermined information such as a list holder 201, a member number 202, a name 203, an age / sex 204, an address 205, a telephone number 206, and the like are registered in association with each other.

  Such customer information 200 is referred to by a call center operator who makes a telephone appointment with the customer 50.

  The call center terminal 20 is a device for displaying customer information 200 and inputting information in the management server 10, which is installed in a call center that performs telephone appointment work.

  The management server 10 is a device for providing various services to the customer information 200 management device 40, the call center terminal 20, and the visiting agency terminal 30. The management server 10 includes a sales staff schedule information DB, a visitor information DB, a visit result information DB, and a contract information DB. Sales representative schedule information 210 is stored in the sales representative schedule DB. In addition, visitor information 220 is stored in the visitor information DB. In addition, visit result information 230 is stored in the visit result information DB. Further, the contract information DB stores contract information 240.

  FIG. 3 is a diagram showing an example of salesperson schedule information 210. As shown in the figure, the sales representative schedule information 210 is associated with a predetermined date 211, a sales representative name 212 of the visiting agent, and schedule information 213 of each sales representative for each time period. Registered.

  Such sales representative schedule information 210 is used for an operator who inputs a visit date and time of a customer. It is also used by sales representatives who input their own schedules.

  FIG. 4 is a diagram illustrating an example of the visitor information 220. As shown in the figure, customer information 220 includes customer member number 221, list holder 222, name 223, age / gender 224, address 225, telephone number 226, nearest station 227, remarks 228, appointment date 229, and the like. Are registered in association with each other.

  Such visitor information 220 is input by an operator and is referred to by a salesperson who confirms a visit destination.

  FIG. 5 is a diagram illustrating an example of the visit result information 230. As shown in the figure, the visit result information 230 corresponds to information such as a member number 231, name 232, age / sex 233, visit date / time 234, result flag / status 235, creation date 236, creator 237, and remarks 238. Attached and registered. In the result flag / status 235, presence / absence of visit (for example, “visit” or “not visited”) and a predetermined status (for example, “next proposal”) are registered.

  Such visit result information 230 is input by a sales representative.

  FIG. 6 is a diagram illustrating an example of the contract information 240. As shown in the figure, the contract information 240 includes information such as a member number 241, name 242, age / gender 243, address 244, telephone number 245, application date 246, insurance type 247, product name 248, insurance premium 249, and the like. Registered in association.

  Such contract information 240 is input by a sales representative.

  The visiting agent terminal 30 is a device that is installed in a visiting agent that conducts insurance sales agent operations, and displays information in the management server 10 and inputs the information.

  The customer information management device 40, the call center terminal 20, the management server 10, and the visiting agency terminal 30 all have a CPU (Central Processing Unit) 1, a RAM (Random Access Memory), a ROM (Read) as shown in FIG. Communication control for connecting to a memory 2 such as an Only Memory), a storage device 3 such as an HDD (Hard Disk Drive), an input device 4 such as a keyboard and a mouse, an output device 5 such as a display and a printer, and a network. A general-purpose computer including the device 6 and a bus 7 for connecting these devices can be used.

  Next, functional blocks of the call center terminal 20, the management server 10, and the visiting agency terminal 30 will be described. These devices and servers are constructed by executing predetermined programs read by the CPU 1. Therefore, a program for executing processing of each functional unit is stored in the storage device 3 such as a ROM.

  In addition, the function blocks of the call center terminal 20, the management server 10, and the visiting agency terminal 30 are classified according to main processing contents in order to facilitate understanding of the functions of these devices and servers realized in the present embodiment. It is a thing. Further, the present invention is not limited by the classification method of each function or its name. In addition, each structure of the call center terminal 20, the management server 10, and the visiting agency terminal 30 can also be classified into more components according to the processing content. Moreover, it can also classify | categorize so that one component may perform more processes.

  Further, the function units of the call center terminal 20, the management server 10, and the visiting agency terminal 30 may be constructed by hardware (ASIC or the like). Further, the processing of each functional unit may be executed by one hardware or may be executed by a plurality of hardware.

  FIG. 8 is a diagram showing functional blocks of the call center terminal 20. The call center terminal 20 includes an overall control unit 301, an input reception unit 302, and an output processing unit 303.

  The overall control unit 301 is a central functional unit that performs various processes of the call center terminal 20. Specifically, the overall control unit 301 generates predetermined information in response to an instruction received from the input receiving unit 302 or another device, and the generated information is transmitted to the other device or function via the communication control device 6. To the department.

  The input receiving unit 302 is a functional unit that receives an instruction from the user via the input device 4 such as a keyboard or a mouse. The output processing unit 303 is a functional unit for outputting predetermined information acquired from the overall control unit 301 to the output device 5 such as a display or a printer connected to the call center terminal 20.

  FIG. 9 is a diagram illustrating functional blocks of the management server 10. The management server 10 includes an overall control unit 311, an input reception unit 312, an output processing unit 313, and a DB management unit 314. The functions of the overall control unit 311, the input reception unit 312, and the output processing unit 313 are the same as those of the call center terminal 20, and thus description thereof is omitted.

  The DB management unit 314 is a functional unit that manages a database included in the management server 10. Specifically, when the DB management unit 314 acquires predetermined input information, the DB management unit 314 updates corresponding information in the database.

  FIG. 10 is a diagram showing functional blocks of the visiting agency terminal 30. The visited agency terminal 30 includes an overall control unit 321, an input reception unit 322, and an output processing unit 323. In addition, since the function of these function parts is the same as that of the call center terminal 20, the description is omitted.

  [Description of Operation] Next, the operation of the sales support system 100 will be specifically described in accordance with FIGS. 11 to 16 and the step numbers in the drawing. FIG. 11 is a sequence diagram showing a flow of input processing of sales representative schedule information 210 and visitor information 220 performed between the call center terminal 20 and the management server 10.

  First, the call center terminal 20 logs in to the management server 10 in response to a request from the operator (S001).

  Next, the overall control unit 301 of the call center terminal 20 generates an input request signal for the sales representative schedule information 210 stored in the management server 10 in response to a request from the operator, and transmits this to the management server 10. (S002). The overall control unit 311 of the management server 10 that has received the input request signal generates input screen information of the salesperson schedule information 210 and transmits it to the call center terminal 20 (S003). When the input screen information of the sales representative schedule information 210 is acquired, the output processing unit 303 of the call center terminal 20 displays it on the output device 5 (S004).

  The input screen information has an input field for receiving an input for updating information in the management server 10. This is to prevent the information in the management server 10 from being moved to the call center terminal 20 or the visiting agency terminal 30 or making a copy.

  FIG. 17 is a screen example 401 of the call center terminal 20 on which the input screen information of the sales representative schedule information 210 is displayed. The operator confirms a vacant schedule in the sales representative schedule information 210 from the input screen. Then, the operator selects the schedule 402 by superimposing the cursor 403 on the schedule 402 of the salesperson who is not scheduled at the visit date and time of the customer who made the appointment.

  When the schedule 402 is selected, the overall control unit 301 of the call center terminal 20 generates schedule input information (S005) and transmits it to the management server 10 (S006). When the schedule input information is received, the overall control unit 311 of the management server 10 temporarily stores the schedule input information in the memory 2 and generates input screen information of the visitor information 220. Further, the overall control unit 311 of the management server 10 transmits the input screen information of the visitor information 220 to the call center terminal 20 (S007). When the input screen information of the visitor information 220 is received, the output processing unit 303 of the call center terminal 20 displays this on the output device 5 (S008).

  FIG. 18 is a screen example 411 of the call center terminal 20 on which the input screen information of the visitor information 220 is displayed. When the operator inputs predetermined information of the visitor who has made an appointment and presses the registration button 412, the overall control unit 301 of the call center terminal 20 generates visitor input information (S 009), which is managed by the management server 10. (S010).

  When the visitor input information is received, the DB management unit 314 of the management server 10 updates the sales representative schedule information 210 using the schedule input information stored in the memory 2.

  Specifically, the DB management unit 314 of the management server 10 inverts the color of the selected schedule in the salesperson schedule information 210 and displays the characters “visit reservation”. In addition, the DB management unit 314 of the management server 10 displays the address of the visitor input in the visitor input information in the selected schedule of the sales representative schedule information 210. In this way, the DB management unit 314 of the management server 10 updates the sales representative schedule information 210 (S011).

  In addition, the DB management unit 314 of the management server 10 adds the received visitor input information to the visitor information 220 and updates the visitor information 220 (S012). In addition, when the sales manager schedule information 210 and the visitor information 220 are updated, the DB management unit 314 of the management server 10 generates a signal notifying the update and outputs the signal to the overall control unit 311.

  When the overall control unit 311 of the management server 10 acquires a notification signal indicating that the sales representative schedule information 210 and the visitor information 220 have been updated from the DB management unit 314, it generates a customer letter print request signal, and the call center terminal 20 (S013). Specifically, the overall control unit 311 of the management server 10 reads the introduction information associated with the salesperson who has made a visit reservation and the information related to the insurance service from the storage device 3, and includes such information. A customer letter print request signal is transmitted to the call center terminal 20.

  In generating the customer letter print request signal, the storage device 3 of the management server 10 may store in advance information on sales representatives and information on insurance services.

  When the customer letter print request signal is received, the overall control unit 301 of the call center terminal 20 transmits a print request instruction to a printer connected to the call center terminal 20. In this way, a customer letter to be sent to the visitor is printed on the printer.

  In addition, when the sales representative schedule information 210 and the visitor information 220 are updated, the overall control unit 311 of the management server 10 updates the sales representative who has made a visit reservation to notify that the visit reservation has been made. Generate a notification email. Specifically, the overall control unit 311 of the management server 10 acquires from the storage device 3 an e-mail address associated with the name of a salesperson who has made a visit reservation. Further, the overall control unit 311 of the management server 10 acquires the customer member number 221 from the visitor information 220 using the customer as an identification ID. Then, the overall control unit 311 of the management server 10 transmits update notification information to which the member number 221 is added together with a predetermined message (for example, “schedule has been updated”) to the email address of the sales representative ( S014).

  Such update notification information is transmitted as an e-mail to a sales representative's mobile terminal (for example, a mobile phone, a smartphone, a PDA, or the like).

  In generating the update notification information, the storage device 3 of the management server 10 may store in advance salesperson contact information in which a salesperson's name and email address are associated with each other.

  As described above, the reason why the member number 221 of the customer 50 is transmitted to the sales representative instead of the name 223 and the address information 225 of the customer 50 is, for example, when the sales representative loses the mobile terminal. This is to prevent leakage of important personal information such as addresses and addresses.

  Next, processing for displaying the confirmation screen information of the visitor information 220 on the visiting agency terminal 30 will be described. FIG. 12 is a sequence diagram showing the flow of such processing. The confirmation screen information is used for confirming the information content, and does not accept input of information.

  The visiting agency terminal 30 logs in to the management server 10 in response to a request from the sales representative (S021).

  Next, the overall control unit 321 of the visiting agency terminal 30 generates a confirmation screen request signal for the visitor information 220 stored in the management server 10 in response to a request from the sales representative, and uses this as a management server. 10 (S022).

  Specifically, the overall control unit 321 of the visiting agency terminal 30 generates a predetermined information input image, and accepts input of information for identifying a visitor for whom a sales representative requests display. For example, the overall control unit 321 of the visiting agency terminal 30 accepts the input of the visitor member number 221 notified to the sales staff by the update notification information. Upon receiving the visitor member number 221 from the sales representative, the overall control unit 321 of the visited agency terminal 30 generates a confirmation screen request signal for the visitor information 220 identified by the input member number, This is transmitted to the management server 10.

  Receiving the confirmation screen request signal, the overall control unit 311 of the management server 10 generates confirmation screen information of the salesperson schedule information 210 and transmits it to the visiting agency terminal 30 (S023). When the confirmation screen information of the visitor information 220 is acquired, the output processing unit 323 of the visited agency terminal 30 displays this on the output device 5 (S024).

  FIG. 19 is a screen example 421 of the visiting agency terminal 30 on which the confirmation screen information of the visitor information 220 is displayed. The sales representative can confirm the address of the customer 50 who made the appointment based on the contents of the displayed visitor information 220. It is to be noted that such visit destination information confirmation screen information can be printed from a printer connected to the visited agency terminal 30 by pressing the print button 422.

  Next, the input process of the visit result information 230 performed between the visited agency terminal 30 and the management server 10 will be described. FIG. 13 is a sequence diagram showing the flow of such processing.

  The visiting agency terminal 30 logs in to the management server 10 in response to a request from the sales representative (S031).

  Next, the overall control unit 321 of the visiting agency terminal 30 generates an input request signal for the visit result information 230 stored in the management server 10 in response to a request from the sales representative, and this is used as the management server 10. (S032). Receiving the input request signal, the overall control unit 311 of the management server 10 generates the input screen information of the visit result information 230 and transmits it to the visited agency terminal 30 (S033). When the input screen information of the visit result information 230 is received, the output processing unit 323 of the visited agency terminal 30 displays this on the output device 5 (S034).

  FIG. 20 is a screen example 431 of the visiting agency terminal 30 on which the input screen information of the visit result information 230 is displayed. The sales representative inputs predetermined items to the visit result information 230 and presses the registration button 432 to update the visit result information 230 stored in the management server 10.

  When the sales person inputs predetermined items to the input screen information of the visit result information 230 and presses the registration button 432, the overall control unit 321 of the visit agency terminal 30 generates result input information (S035). It transmits to the management server 10 (S036). When the result input information is received, the DB management unit 314 of the management server 10 updates the visit result information 230 (S037).

  Next, the confirmation display process of the visit result information 230 will be described. FIG. 14 is a sequence diagram showing a flow of processing for displaying the confirmation screen information of the visit result information 230 on the visited agency terminal 30.

  The visiting agency terminal 30 logs in to the management server 10 in response to a request from the sales representative (S041).

  Next, the overall control unit 321 of the visiting agency terminal 30 generates a confirmation screen request signal for the visit result information 230 stored in the management server 10 in response to a request from the sales representative, and this is sent to the management server. 10 (S042).

  Specifically, the overall control unit 321 of the visited agency terminal 30 generates a predetermined information input image, and accepts input of information for specifying the visit result information 230 that the sales person requests to display. For example, the overall control unit 321 of the visited agency terminal 30 accepts input of predetermined information such as a customer member number 231, name 232, and visit date / time 234 registered in the visit result information 230. When receiving the input of the predetermined information from the sales representative, the overall control unit 321 of the visiting agency terminal 30 generates a confirmation screen request signal of the visit result information 230 corresponding to the input predetermined information, and this is sent to the management server 10. Send to.

  The overall control unit 311 of the management server 10 that has received the confirmation screen request signal identifies the visit result information 230 using the confirmation screen request signal. Then, the overall control unit 311 of the management server 10 generates confirmation screen information of the identified visit result information 230, and transmits this to the visited agency terminal 30 (S043). When the confirmation screen information of the visit result information 230 is acquired, the output processing unit 323 of the visited agency terminal 30 displays this on the output device 5 (S044).

  FIG. 21 is a screen example 441 of the visiting agency terminal 30 on which the confirmation screen information of the visit result information 230 is displayed. Based on the content of the displayed confirmation screen information, the sales staff can confirm the visit result. The confirmation screen information of the visit result information 230 can be printed from a printer connected to the visited agency terminal 30 by pressing the print button 442.

  Next, input processing of the contract information 240 performed between the visiting agency terminal 30 and the management server 10 will be described. FIG. 15 is a sequence diagram showing such processing.

  First, the visiting agency terminal 30 logs in to the management server 10 in response to a request from a sales representative (S051).

  Next, the overall control unit 321 of the visiting agency terminal 30 generates an input request signal for the contract information 240 stored in the management server 10 in response to a request from the sales representative, and sends this to the management server 10. Transmit (S052). The overall control unit 311 of the management server 10 that has received the input request signal generates input screen information of the contract information 240 and transmits it to the visiting agency terminal 30 (S053). When receiving the input screen information of the contract information 240, the output processing unit 323 of the visiting agency terminal 30 displays this on the output device 5 (S054).

  FIG. 22 is a screen example 451 of the visiting agency terminal 30 on which the input screen information of the contract information 240 is displayed. The sales representative inputs predetermined items to the input screen information of the contract information 240 and presses the registration button 452 to update the contract information 240 stored in the management server 10.

  When the sales representative inputs predetermined items to the input screen information of the contract information 240 and presses the registration button 452, the overall control unit 323 of the visiting agency terminal 30 generates result input information (S055) and manages this information. It transmits to the server 10 (S056). When the result input information is received, the DB management unit 314 of the management server 10 updates the contract information 240 (S057).

  Next, the confirmation display process of the contract information 240 will be described. FIG. 16 is a sequence diagram illustrating a flow of processing for displaying the confirmation screen information of the contract information 240 on the visiting agency terminal 30.

  The visiting agency terminal 30 logs in to the management server 10 in response to a request from the sales representative (S061).

  Next, the overall control unit 321 of the visiting agency terminal 30 generates a confirmation screen request signal for the contract information 240 stored in the management server 10 in response to a request from the sales representative, and this is used as the management server 10. (S062).

  When generating the confirmation screen request signal, the overall control unit 321 of the visiting agency terminal 30 generates a predetermined information input image, and accepts input of information for identifying the contract information 240 that the sales person requests to display. . Specifically, the overall control unit 321 of the visiting agency terminal 30 stores predetermined information such as the member number 241, name 242, application date 246, insurance type 247, and product name 248 of the customer 50 registered in the contract information 240. Accept input. When receiving the input of the predetermined information from the salesperson, the overall control unit 321 of the visiting agency terminal 30 generates a confirmation screen request signal for the contract information 240 associated with the input predetermined information, and manages this Send to server 10.

  The overall control unit 311 of the management server 10 that has received the confirmation screen request signal for the contract information 240 identifies the contract information 240 using the confirmation screen request signal. Then, the overall control unit 311 of the management server 10 generates confirmation screen information of the identified contract information 240 and transmits it to the visiting agency terminal 30 (S063). When the confirmation screen information of the contract information 240 is acquired, the output processing unit 323 of the visiting agency terminal 30 displays this on the output device 5 (S064).

  FIG. 23 is a screen example 461 of the visiting agency terminal 30 on which the confirmation screen information of the contract information 240 is displayed. Based on the content of the displayed confirmation screen information, the sales representative can confirm the contract that has been concluded. The confirmation screen information of the contract information 240 can be printed from a printer connected to the visiting agency terminal 30 by pressing the print button 462.

  According to such a sales support system according to the present embodiment, it is possible to more efficiently manage the schedule of sales representatives. In particular, in this sales support system, a list holder that provides customer information of customers who are expected to sell insurance, a call center that makes appointments with customers, a visit agency that conducts visit sales to customers who have made appointments, Can specialize in the work of each specialized field, so that it is possible to eliminate the burden in the case where the sales person has to work in a work other than the specialized field. In general, sales representatives of insurance sales visiting agents are said to have spent a lot of effort in finding customers who are likely to sell insurance. Accordingly, by obtaining customer information from the list holder that satisfies conditions that can be expected with a relatively high probability of insurance sales, sales support for the sales staff is realized. Furthermore, since the call center operator who performs the telephone appointment business makes an appointment with the customer, the burden on the sales staff is reduced, and sales support is realized.

  Note that the present invention is not limited to this embodiment. In the first modification of the present embodiment, the management server 10 provides the call center terminal 20 with the input screen information of the sales representative schedule information 210 including the required travel time from the place where the sales representative is located to the visitor.

  The overall control unit 301 of the call center terminal 20 displays a predetermined information input image after logging in to the management server 10, and provides address information (for example, zip code, address, telephone number, nearest station) of the visited destination. Any one of the above) is received from the operator. When the input of the address information is received, the address input information is generated and transmitted to the management server 10.

  When the address input information is received, the overall control unit 311 of the management server 10 uses the schedule information registered in the salesperson schedule information 210 to calculate the travel time from the salesperson to the visitor in each time zone. calculate. Specifically, the overall control unit 311 of the management server 10 extracts registered schedule information for each salesperson and time zone from the salesperson schedule information 210.

  When the extracted schedule information is “visit schedule”, the overall control unit 311 of the management server 10 extracts the visitor address 225 registered in association with the visit schedule from the visitor information 220. . Then, the overall control unit 311 of the management server 10 calculates the visitor's address, that is, the travel time required from the place where the sales representative is located to the visitor address. For the travel time, for example, a well-known technique may be used such as identifying each nearest station from the visitor address and the address where the sales representative is located, and calculating the travel time between the nearest stations.

  If no schedule is registered in the extracted schedule information, the address information of the visiting agent to which the sales representative belongs is extracted from the storage device 3. Then, the overall control unit 311 of the management server 10 calculates the required travel time from the address of the visiting agent to the visitor address. Note that the address of the visiting agent may be stored in the storage device 3 in advance.

  In calculating the required travel time, it is sufficient that the storage device 3 of the management server 10 stores map information, travel time between points, and the like in advance. Further, the overall control unit 311 of the management server 10 may acquire the calculation result of the required travel time from the external device via the network N.

  Further, the overall control unit 321 of the management server 10 calculates a display area for each schedule information. The display area is coordinate information for specifying a display position where each schedule information is displayed in the entire screen. When each display area of the schedule information is calculated, the overall control unit 321 of the management server 10 associates the schedule information registered for each sales person and each time zone, the required travel time, and the display area. The input screen information of the person-in-charge schedule information 210 is generated and transmitted to the call center terminal 20. When receiving the input screen information, the output processing unit 303 of the call center terminal 20 displays it on the output device 5.

  FIG. 24 is a screen example 471 in which the input screen information of the sales representative schedule information 210 is displayed. The overall control unit 301 of the call center terminal 20 acquires position information of the cursor 472 for the operator to select a schedule as coordinate information. When the acquired cursor position information is included in the schedule information display area, the required movement time 473 associated with the schedule information is displayed. That is, the call center operator can identify the sales representative who can move to the visitor most efficiently by moving the cursor on the input screen information of the sales representative schedule information 210.

  Note that the overall control unit 311 of the management server 10 may sort the calculated travel times in ascending order (the order in which the travel time is small) and display them on the display screen 471 side by side. Specifically, the overall control unit 311 of the management server 10 extracts the calculated travel time and schedule information of each sales representative for the time zone before the desired visit time of the customer who made the appointment, and the travel requirement Sort in ascending order of time. Then, the overall control unit 311 of the management server 10 generates travel guide information including a person in charge name, a time zone, schedule information, and a travel required time, and displays the travel guide information in a display screen 471 with a predetermined size. Display them side by side.

  In addition, the overall control unit 311 of the management server 10 may change the display color in order of the required travel time. Specifically, the overall control unit 311 of the management server 10 extracts the calculated travel time for each salesperson and sorts the travel time in ascending order. The overall control unit 311 of the management server 10 displays a different display color for each predetermined range of the required travel time (for example, red when the required travel time is within 30 minutes, 30 minutes or more, and within 60 minutes) Is displayed in yellow).

  In this way, the operator can easily visually recognize the difference in the required travel time by sorting and displaying in ascending order of the required travel time or changing the display color for each predetermined range of the required travel time.

  Further, the sales support system 100 according to the second modification of the present embodiment provides an access restriction to the management server 10 and provides a service only for a request from a specific user. Specifically, the management server 10 stores a user account in which alphanumeric characters are combined in predetermined digits (for example, 4 to 12 digits) in the storage device 3. In addition, upon receiving a login request signal from the call center terminal 20 or the visiting agency terminal 30, the overall control unit 311 of the management server 10 transmits user account input screen information to these terminals.

  When the overall control unit of the call center terminal 20 and the visiting agency terminal 30 accepts a user account from the operator and sales representative, it generates account input information and transmits it to the management server 10. The overall control unit 311 of the management server 10 permits each terminal to log in only when the user account included in the received account input information is stored in the storage device 3.

  In addition, you may restrict | limit the access to the management server 10 with the one-time password issued for every login request | requirement irrespective of a user account. Specifically, when receiving the login request signal from the call center terminal 20 and the visiting agency terminal 30, the management server 10 generates a password for each request and transmits it to each terminal. The password may be generated by, for example, an automatic random number generator installed in the management server 10. Then, every time the log-in request signal is received, the overall control unit 311 of the management server 10 generates password information in which an expiration date (for example, 30 minutes) is added to the password generated by the random number automatic generator. Send to the terminal. The overall control unit 311 of the management server 10 stores the generated password and expiration date in the memory 2.

  When the password information is received, the output processing units of the call center terminal 20 and the visiting agency terminal 30 display the password on the display device. In addition, when the general control unit 301 of the call center terminal 20 and the general control unit 321 of the visiting agency terminal 30 accept input of a password from an operator or sales representative, the password control information is generated and transmitted to the management server 10. To do. Then, the overall control unit 311 of the management server 10 determines each terminal only when the password included in the received password input information matches the password stored in the memory 2 and is within the expiration date. Allow login for.

  According to such a sales support system 100, the security of the sales support system can be improved by providing an access restriction to the management server 10.

  In addition, the sales support system 100 according to the third modification of the present embodiment is such that if the salesperson does not input the visit result information 230 even after a predetermined time has elapsed, the salesperson or the salesperson's superior A warning notification is issued. Specifically, when the sales person schedule information 210 and the visitor information 220 are updated, the overall control unit 311 of the management server 10 updates the name of the sales person who has entered “visit reservation”, the visit reservation, and so on. And the visitor information 220 of the customer who visits at the date and time are stored in the memory 2 as the associated report monitoring information.

  Then, the overall control unit 311 of the management server 10 determines to update the visit result information periodically (for example, every 24 hours), and a predetermined time (for example, 120 hours) has elapsed from the date and time of the visit reservation. However, if the visit result information 230 to which the membership number of the customer 50 is input is not registered, the overall control unit 311 of the management server 10 generates a warning notification. Specifically, the overall control unit 311 of the management server 10 identifies a sales representative name from the report monitoring information, and acquires address information of the sales representative from the storage device 3. Then, the overall control unit 311 of the management server 10 generates a warning notification including a predetermined message (for example, “visit result is not registered”) and transmits it to the sales staff.

  Note that if the address information of the sales manager's superior is stored in the storage device 3, the overall control unit 311 of the management server 10 transmits a warning notification to the superior.

  For such a warning notification, the storage device 3 of the management server 10 only needs to store the sales representative and the address information of the senior manager and a predetermined message in advance.

  According to such a sales support system 100, it is possible to prevent registration of visit results from being registered more reliably.

  In the above-described embodiment, the call center terminal 20 acquires the customer information 200 from the customer information 200 management device 40, but the present invention is not limited to this embodiment. For example, the call center terminal 20 may acquire the customer information 200 by reading a movable recording medium (for example, CD-ROM or DVD) in which the customer information 200 is stored from a ROM device.

10 ... management server, 20 ... call center terminal,
30 ... Visiting agency terminal, 40 ... Customer information management device,
50 ... customers

Claims (12)

The storage device stores a salesperson schedule information DB in which a schedule of salespersons is stored, a visitor information DB in which addresses of customers to be visited are stored, and a visit result information DB in which visit results are stored. A management server,
A call center terminal installed in a call center that takes customer visit appointments;
A visiting agency terminal installed at the agency to which the sales representative belongs,
The server
When receiving a display request for the sales representative schedule information via the call center terminal, the sales representative schedule information is displayed on the call center terminal,
When the sales representative schedule information receives an instruction to add an appointment to a customer who has made an appointment, and receives an input of the address of the customer to be visited, the sales representative schedule information DB and the visitor information DB Update
Generate and send notification information to notify the sales representative who has been scheduled to visit the sales representative schedule information that the schedule has been updated,
When receiving the sales representative schedule information and the visitor information display request via the visiting agency terminal, the sales representative schedule information and the visitor information are displayed on the visiting agency terminal,
The sales support system, wherein the visit result information DB is updated when the input of the visit result information is accepted through the visit agent terminal. The sales support system according to claim 1,
The server
Sending an e-mail to the sales representative including an identification ID for identifying the customer who made the appointment together with information for notifying that the schedule has been updated in the notification information,
When the customer's identification ID is received from the sales representative, the visitor information of the customer is displayed on the visiting agency terminal. The sales support system according to claim 2,
The server
Determine whether the visit result information related to the customer scheduled to visit is entered,
If the visit result information is not accepted even after a predetermined time has elapsed since the scheduled visit date and time, a warning email is generated to warn the customer sales representative that the visit result information has not been entered. Sales support system, characterized by The sales support system according to claim 3,
The server
From the call center terminal, when receiving input of information for specifying a visit destination of the customer scheduled to visit,
A sales support system, characterized in that the time required from the place where the sales representative is located to the place of visit is calculated in the sales representative schedule information and displayed on the call center terminal. The sales support system according to claim 4,
Account information issued to the call center terminal and the visiting agency terminal is stored in the storage device of the server,
The server
Permitting log-in of the call center terminal and the visiting agency terminal when the account information received from the call center terminal and the visiting agency terminal matches the account information stored in the storage device. A characteristic sales support system. The sales support system according to claim 4,
The server
Each time a login request is received from the call center terminal and the visiting agency terminal, a different password with an expiration date is issued,
Permitting login of the call center terminal and the visiting agency terminal when the password received from the call center terminal and the visiting agency terminal and the issued password match and are within the validity period. A sales support system characterized by The storage device stores a salesperson schedule information DB in which a schedule of salespersons is stored, a visitor information DB in which addresses of customers to be visited are stored, and a visit result information DB in which visit results are stored. A management server,
A first display instruction to display the sales representative schedule information on the call center terminal when a display request for the sales representative schedule information is received via a call center terminal installed in a call center that takes a customer visit appointment. And
When the sales representative schedule information receives an instruction to add an appointment to a customer who has made an appointment, and receives an input of the address of the customer to be visited, the sales representative schedule information DB and the visitor information DB A first update unit for updating
A sending unit that generates and sends e-mail notification information for notifying that the schedule has been updated to the sales person whose schedule is visited in the sales person schedule information,
When a display request for the sales representative schedule information and the visitor information is received via the terminal of the visiting agency to which the sales representative belongs, the sales representative schedule information and the visitor information are converted into the visiting agency terminal. A second display instruction unit to be displayed on
When receiving the visit result information input via the visit agent terminal, a second update unit for updating the visit result information DB;
A management server characterized by comprising: The management server according to claim 7,
The transmitter is
Sending an e-mail to the sales representative including an identification ID for identifying the customer who made the appointment together with information for notifying that the schedule has been updated in the notification information,
The second display instruction unit
When the customer's identification ID is received from the sales representative, the visitor information of the customer is displayed on the visiting agency terminal. The management server according to claim 8,
A determination unit for determining whether or not the visit result information is updated;
The transmitter is
If it is determined that the visit result information related to the customer scheduled to visit is not updated even after a predetermined time has elapsed since the visit scheduled date and time, the visit result information is not input to the sales representative of the customer A management server that generates and sends a warning mail for warning. The management server according to claim 9,
Upon receiving input from the call center terminal for information that identifies the customer's planned visit, the required time calculation for calculating the required time from the place where the sales representative is located to the visit to the sales representative schedule information Part
The first display instruction unit includes:
A management server that displays on the call center terminal the required time from the place where the sales representative is located to the visited place together with the sales representative schedule information. The management server according to claim 10,
The storage device stores account information issued to the call center terminal and the visiting agency terminal,
A permission unit that permits login of the call center terminal and the visiting agency terminal when the account information received from the call center terminal and the visiting agency terminal matches the account information stored in the storage device. A management server characterized by comprising: The management server according to claim 10,
Each time a login request is received from the call center terminal and the visiting agency terminal, a different password with an expiration date is issued,
Permission to permit login of the call center terminal and the visiting agency terminal when the password received from the call center terminal and the visiting agency terminal matches the issued password and is within the expiration date The management server characterized by having a section.

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