CN1464464A - Business activity assisting system and method thereof - Google Patents
Business activity assisting system and method thereof Download PDFInfo
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- CN1464464A CN1464464A CN 02134246 CN02134246A CN1464464A CN 1464464 A CN1464464 A CN 1464464A CN 02134246 CN02134246 CN 02134246 CN 02134246 A CN02134246 A CN 02134246A CN 1464464 A CN1464464 A CN 1464464A
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Abstract
The invention discloses a business activity assisting system and method thereof. The system uses a mobile terminal to assist the process of client contacting in business activities. The mobile terminal of the system comprises a things-to-do module, a client data storage module and a real process data storage module, wherein the things-to-do module includes a business visit interface and a table of things-to-do. the mobile terminal uses the business visit interface to display the client data things-to-do, guide the proceeding of business activities, and store the activity related information to the real process data storage module.
Description
[technical field]
The present invention relates to a kind of auxiliary system and method that carries on business, particularly with in client's contact utilize the carrying out of portable terminal guiding contact activity, and pass through this mobile terminal records contact activity related information.
[background technology]
Traditional business model is carried out the propagation of information via traditional information and communication modes, not only expends the transmission in the data of processing of too much time and manpower, more can be owing to the commerce that the transmission mistake that occurs causes being difficult to estimate is lost.Its defective is conspicuous: information comes and goes time-consuming, client can't in time obtain required information; Enterprise headquarters can't in time provide strategy support; Information transmits wrong excessive risk; Communication cost height and customer satisfaction are low etc.
Along with Internet development, the ecommerce that mainly realizes with electronic bits of data exchange (E1ectronic DataInterchange) and internet has appearred.It allows traditional business workflow be converted into electron stream, information flow traditional business workflow digitizing, electronization, has broken through spatio-temporal limitation, has improved the efficient of commercial operation greatly, and has reduced cost effectively.It also can be enterprise abundant information resources is provided, and creates more commercial opportunities.Enterprise and client's distance has been shortened in the appearance of ecommerce, makes the client can in time understand the message of product, and can in time get in touch by network and enterprise.Enterprise is also more quick and easy aspect the processing customer data.As November 15 calendar year 2001 disclosed publication number be 20010042020, the United States Patent (USP) of " develop electronic commerce method " (Method for Increasing Electronic Business) by name, it utilizes a computing machine to provide product information for the client, and the client also passes through a computing machine to the purchase intention of enterprise's transmission to product, finally concludes the transaction.Yet, in this process of exchange, obviously do not exist enterprise to exchange with the direct of client, the client can't understand the further data of enterprise and products thereof, and requirement, the suggestion of client to product also can't be understood by enterprise.
[summary of the invention]
The invention provides a kind of auxiliary system and method that carries on business, utilize the carrying out of portable terminal guiding contact activity, with standard commercial activity flow process.Simultaneously, by this mobile terminal records contact activity related information, these action message data will be uploaded to the Mobile business servomechanism before next Service Period, so that the corresponding data in the database server is upgraded.
The portable terminal of this system comprises a backlog module, a customer data memory module and a traveled distance data storage module.Wherein the backlog module is used to point out the commercial activity flow process, and it more comprises a commercial affairs visit interface, a backlog table.Portable terminal is by commercial affairs visit interface display customer data, backlog.
The present invention also provides a kind of auxiliary method that carries on business, the method includes the steps of: (a) the bar code scanning module reads client's bar code, (b) commercial affairs visit interface display bar code corresponding client basic document table, (c) commercial affairs visit interface prompt backlog and step, (d) into traveled distance data storage module is stored transaction data in commercial affairs visit interface.
By the auxiliary system and method that carries on business provided by the invention, the user can utilize a portable terminal, shows customer data, backlog, with the carrying out of guiding contact activity, will contact with action message simultaneously and store traveled distance data storage module into.By this system, enterprise can be with commercial activity procedure, standardization, thereby improves commercial activity efficient.
[description of drawings]
Fig. 1 is the hardware structure diagram of the auxiliary system and method that carries on business of the present invention.
Fig. 2 is each data of Mobile business and the database diagram of the auxiliary system and method that carries on business of the present invention.
Fig. 3 is the mobile terminal function module map of the auxiliary system and method that carries on business of the present invention.
Fig. 4 is the backlog modular structure and the graph of a relation of the auxiliary system and method that carries on business of the present invention.
Fig. 5 is the operation process chart that the use portable terminal of the auxiliary system and method that carries on business of the present invention carries on business.
Fig. 6 be the auxiliary system and method that carries on business of the present invention contact with process flow diagram with the client.
[embodiment]
As shown in Figure 1, be the hardware structure diagram of Mobile business information preview system of the present invention and method.Enterprise information system generally adopts three layers of (or multilayer) structure at present: a central database server, a series of apps server, and the front station of disperseing.Front station of the present invention mainly adopts portable terminal 109, is used for downloading the data of mobile commerce server 103, with the carrying out of auxiliary moving commercial affairs.This portable terminal 109 specifically can be personal digital assistant (Personal Digital Assistant, PDA), palmtop computer, laptop computer, intelligent mobile phone and notebook etc.Mobile commerce server 103 is arranged at and is used to provide the Mobile business service in the enterprise application server system 102, it links to each other with the database server 101 of enterprise by intranet, and according to the data in the enterprise database server 101, generate information such as commercial routing, download and use for portable terminal 109.The business personnel dealer is carried out in the visit process, also give dealer's infosystem 110, so that the dealer upgrades data such as its commodity with the relationship trading data transmission in the portable terminal 109.And portable terminal 109 is not limit with the connected mode of mobile commerce server 103 and dealer's infosystem 110, can be for by a stube cable, or adopt Infrared Transmission, or adopt wireless telecommunications connection etc.
The mobile commerce server 103 of enterprise includes following functional module: data processing module 107, be used to connect enterprise database server 101, and the data in responsible enterprise database server 101 and the mobile commerce server 103 transmit and conversion; Application program module 106 is used for the data according to database server 101, generates the Mobile business related data, for example commercial stroke data, transaction data etc.; Authentication module 105 is used to verify business personnel's identity, to distinguish different business person, data is distributed to corresponding responsible person; Link block 104 is used to connect portable terminal 109, to portable terminal 109, and gives application program module 106 processing the data transmission in the portable terminal 109 with data transmission that application program module 106 is generated; Dealer's service module 108, link to each other with dealer's infosystem 110 by internet 111, Mobile business information is regularly sent to the dealer, and the dealer also can send to enterprise with cooperation purpose, activity message and related data such as go wrong, and makes enterprise can in time arrange the commercial activity stroke.
Fig. 2 is each data of Mobile business and the database diagram of Mobile business information preview system of the present invention and method.Database server 101 is central databases of enterprise, it includes merchandising database 201, transaction data base 202, vendor database 203, business personnel's database 204 and enterprise's publish information database 205 etc., is respectively applied for all data of aspects such as storing enterprise's commodity, transaction, dealer, business personnel and enterprise's publish information.Data in merchandising database 201, transaction data base 202 and the vendor database 203 is handled through the application program module 106 of mobile commerce server 103, generates transaction data 207 and market feedback 206, and is stored in mobile commerce server 103.And transaction data 207 and the visit stroke data 208 of business personnel's database 204 through application program module 206 each business personnel of generation also are stored in mobile commerce server 103.When data is downloaded, by link block 104 and authentication module 105 the corresponding data that corresponding business personnel visits in stroke data 208, enterprise's publish information database 205, merchandising database 201 and the market feedback 206 is downloaded to specific portable terminal 109 from mobile commerce server 103 and database server, with the carrying out of auxiliary commercial affairs.
Fig. 3 is portable terminal 109 functional block diagram of Mobile business information preview system of the present invention and method.In portable terminal 109, comprise following functional module: visit stroke module 301, be used for the client and the visit order of required visit on record traffic person's same day; Commodity data storage module 302 is used to store enterprise's commodity data information, does relevant inquiring, reference for the business personnel when managing business; Traveled distance data storage module 303 is used for record traffic person and carries out a series of actions and the result that visit task process is carried out, with the information of customer communication, and the agreement of reaching with the client etc.; Enterprise's publish information memory module 304 is used to store the relevant informations such as product that enterprise announces, as enterprise dynamic, shorts report, new product listing etc.; Bar code scanning module 311 is used for scanning, identification client bar code, and this client's bar code is unique corresponding to a particular customer.
Visit stroke module 301 comprises customer data memory module 305 and backlog module 306.Customer data memory module 305 is the relevant information of commercial activity correspondence, includes: client's basic document (as customer name, contact method, contact person and address etc.), customer order data, funds on account data etc.Backlog module 306 is used for the item that reminding business person need handle in the respective client place, for example handles order, accounts receivable, market survey etc.Commodity data storage module 302 comprises merchandise classification data 307 and commodity stocks data 308.Merchandise classification data 307 includes commodity basic document (as trade name, numbering, specification etc.), commodity price data, emphasis commodity data etc.Commodity stocks data 308 is used to store information such as the stockpile number, distribution of enterprise's dependent merchandise.Traveled distance data storage module 303 comprises transaction data 309 and survey data 310.Transaction data 309 has write down information such as gathering detail related in business personnel's business processing process, order processing, return of goods commodity.Survey data 310 comprise the business personnel with client or consumer contact in some relevant companies of understanding and the message of product, or the data of the market survey gained of execution backlog module 306.The data of traveled distance data storage module 303 will be uploaded to mobile commerce server 103 in second day, handle through application program module 106, form data updating information, and in view of the above the data in database server 101 associated databases be upgraded.
Fig. 4 is the functional module graph of a relation of the visit stroke module 301 of the auxiliary system and method that carries on business of the present invention.Backlog module 306 comprises a commercial affairs visit interface 401 and a backlog table 404.Commercial affairs visits interface 401 is unified interfaces of commercial activity, and it provides points for attention, next step and cancellation function button, is respectively applied for and carries out the alerting item, enters next step and cancellation is operated.Backlog table 404 is to be stored in the details that the particular customer place need be handled, and wherein putting in order of item shown commercial flow process, and this backlog table 404 is associated with customer data memory module 305 by client codes.Customer data memory module 305 comprises a basic document table 402 and a detail table 403, and it links to each other with enterprise publish information memory module 304.Wherein basic document table 402 comprises messages such as customer name, code, shop kenel (as supermarket, chain store etc.) and contact person.Detail table 403 then is client's funds on account, order and other details.The code message that the client codes item of basic document table 402 comprises is corresponding with bar code.Backlog table 404, customer data memory module 305 and enterprise's publish information memory module 304 all can be visited in the interface 401 in commercial affairs and be shown, and can use function button wherein.Commercial affairs visit interface 401 also can receive the message of input, and this message is stored in the traveled distance data storage module 303.
Fig. 5 is the use portable terminal 109 auxiliary operation process charts that carry on business of Mobile business information preview system of the present invention and method.At first, before entering portable terminal 109, must authorize (step 502) through the user, promptly the user is carried out authentication, and judge that whether checking is by (step 503), if by then carrying out next step operation, if do not pass through, then return the user and authorize the interface.After authorizing, system inquires promptly whether the user carries out material upload/download (step 504).If select to be, then carry out material upload/downloads (step 505) operation, the download of information such as stroke that this day will be visited arrive portable terminal 109, simultaneously with the actual visit stroke material upload of last trading time period to mobile commerce server 103.Uploading/download also of data can be carried out respectively, promptly only carries out uploading of data, or only carries out the download of data.After data pass to be carried and to be finished, the data preview (step 506) of system prompt to being downloaded checked to carry out whether the required data of customer visit is complete, aid is whether complete etc.Visit stroke module 301 is judged data whether complete (step S507).If data is imperfect, then return step S505, download scarce data.If data and aid are complete, can begin commercial affairs visits (step 508), and the corresponding operating in the visit process is recorded in the traveled distance data storage module 303, its detailed process has a detailed description hereinafter.A certain customer visit is finished, and after carrying out corresponding operating, the backlog module 306 of visit stroke module 301 judges today, whether stroke finished (step 509), if today, stroke did not finish, then returns step 408, continues other client of visit.If today, stroke finished, traveled distance data storage module 303 analysis and arrangement all clients' on the same day visit data, and generate summary report.The business personnel inspects (step 510) summary report and target is reached situation.
Fig. 6 be the auxiliary system and method that carries on business of the present invention contact with process flow diagram with the client.At first, bar code scanning module 311 scanning client's bar codes (step S601), and with the client codes of client's basic document table 402 relatively, if have the code (step S602) of this bar code correspondence then to show client's basic document table 402 (step S603) in commercial affairs visit interface 401 in the basic document table 402, otherwise return step S601.Enterprise's publish information memory module 304 is inspected according to the client shop kenel of basic document table 402 in commercial affairs visit interface 401, and judge whether the action message (step S604) of this shop kenel, if the action message of this shop kenel is arranged, then commercial affairs visit interface 401 shows this action message (step S605); If there is not the action message of this shop kenel, then carry out judging whether to view details of this transaction table step (step S606).If the business personnel need inspect client's details, then commercial affairs visit interface 401 receives the message input, shows detail table (step S607); Otherwise commercial affairs visit interface 401 shows backlog table 404 (step S608).If the item in the backlog table 404 is finished dealing with (step S609), then receive input information, and, judge that then all items in this transaction list table were all handled (step S611) with this information stores (step S610) in the traveled distance data storage module 303; If the item and the then direct execution in step S611 that is untreated.If still have item to handle in the backlog table 404, then return step S608, carry out the processing of other item; If all items have all been handled and have then been finished this client's contact (step S612) in the backlog table 404.
Claims (9)
1. assist the system that carries on business for one kind, this system is by a portable terminal, with the carrying out of client's contact activity, it is characterized in that in the auxiliary commercial affairs, this portable terminal includes a backlog module, a customer data memory module, a traveled distance data storage module, wherein:
Traveled distance data storage module is used for record and contacts with process with the client;
The customer data memory module is used to write down the data of waiting to contact with the client, and this customer data memory module comprises:
One basic document table is used to write down the basic message of client, and this basic document table comprises a client codes item;
One detail table is corresponding with the basic document epiphase by the client codes item;
The backlog module comprises a commercial affairs visit interface and a backlog table, wherein:
Commercial affairs visit interface can show backlog table and customer data, and can receive the input message, should import message and be stored to traveled distance data storage module;
The backlog table is used to write down pending details and step.
2. the auxiliary system that carries on business as claimed in claim 1 is characterized in that portable terminal also comprises a bar code scanning module, and this module is corresponding with basic document table code item by client's bar code.
3. the auxiliary system that carries on business as claimed in claim 1 is characterized in that portable terminal also comprises enterprise's publish information memory module, and this module links to each other with the customer data memory module.
4. as claim 1 or the 3 described auxiliary systems that carry on business, it is characterized in that commercial affairs visit interface can show the data in enterprise's publish information memory module.
5. auxiliary method that carries on business, this method be by a portable terminal, with the carrying out of client's contact activity, it is characterized in that this method may further comprise the steps in the auxiliary commercial affairs:
(a) the bar code scanning module reads client's bar code;
(b) commercial affairs visit interface display bar code corresponding client basic document table;
(c) commercial affairs visit interface prompt backlog and step;
(d) into traveled distance data storage module is stored transaction data in commercial affairs visit interface.
6. the auxiliary method that carries on business as claimed in claim 5 is characterized in that, the available commercial affairs visit of step (a) interface receives the user and imports customer number, title replacement.
7. the auxiliary method that carries on business as claimed in claim 5 is characterized in that step (b) also comprises one and judges whether enterprise's publish information memory module has the step of this client's correlated activation information.
8. the auxiliary method that carries on business as claimed in claim 5 is characterized in that, if backlog is all finished, then carries out and stores the step of an information to traveled distance data storage module of having handled affairs.
9. the auxiliary method that carries on business as claimed in claim 5 is characterized in that step (c) also comprises one and judges the step whether backlog is finished.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN 02134246 CN1464464A (en) | 2002-06-22 | 2002-06-22 | Business activity assisting system and method thereof |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN 02134246 CN1464464A (en) | 2002-06-22 | 2002-06-22 | Business activity assisting system and method thereof |
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| Publication Number | Publication Date |
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| CN1464464A true CN1464464A (en) | 2003-12-31 |
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| Application Number | Title | Priority Date | Filing Date |
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| CN 02134246 Pending CN1464464A (en) | 2002-06-22 | 2002-06-22 | Business activity assisting system and method thereof |
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Cited By (1)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN111428901A (en) * | 2020-04-26 | 2020-07-17 | 合肥市大数据资产运营有限公司 | Visitor line planning system based on GIS |
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2002
- 2002-06-22 CN CN 02134246 patent/CN1464464A/en active Pending
Cited By (1)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN111428901A (en) * | 2020-04-26 | 2020-07-17 | 合肥市大数据资产运营有限公司 | Visitor line planning system based on GIS |
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