JP2001216408A - Job support system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a novel job support system, with which a worker such as sales staff, working staff or service staff can refer to information such as schedule of the worker, client information, daily job report or contact history by a portable telephone to be carried at the time of job activity such as sales activity, working activity or service activity and further, the worker can perform the registration of the daily job report or correction of the client information while using the portable telephone, and which is inexpensive, improved inconvenience and remarkably reduced in burden to the worker. SOLUTION: This system is provided with a server for providing the job information of a user such as enterprise or party stored in a data base to the worker and a portable telephone constituted connectable through the internet and a portable telephone service network to the data base. By prescribed operation for plural items displayed on the display screen of the portable telephone, one part of job information is selectively acquired and displayed. Concerning at least one specified item of plural items displayed on the display screen, operation for registering the job information newly generated by the job activity in the data base and/or correcting the job information registered in the data base can be performed on the portable telephone.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a system for supporting business activities such as sales activities, work activities, and service activities of users such as companies and organizations. The mobile phone carried during the activity allows you to refer to information generated and stored with the employee's business activities, such as the employee's schedule, customer information, daily work report, contact history, etc. The present invention relates to a business support system capable of registering business daily reports and correcting customer information.

[0002]

2. Description of the Related Art A business support system is known in which business information such as customer information and business daily reports is stored as a database for the purpose of supporting business operations in a company, and information is shared within the company. In a conventional system, a personal computer (hereinafter, referred to as “P”) having a Web server and a database server for storing sales information data connected via a corporate network, for example, an intranet.
C)), and the salesperson can newly register a business daily report on a PC or refer to customer information. In some cases, a sales supporter who assists the sales representative on behalf of the sales representative may register the information with the sales representative.

[0003]

However, in the conventional sales support system, an enormous amount of sales information is shared by a dedicated database server and a network of PCs on the premise of an environment where sales personnel use a PC. Huge costs were required, such as the introduction of dedicated hardware and application software, and the placement of system administrators.

[0004] In addition, a more capable salesperson has a unique sales know-how and manages unique sales information, and is designed to store and use a large amount of data on the premise of processing by a PC. Conventional sales support system,
The burden on the salesperson is large, for example, the amount of work required by the salesperson increases, the PC operation is complicated, and the salesperson is hardly familiar. for that reason,
It was not always a convenient system.

[0005] Further, in order to quickly perform sales operations mainly for dealing with customers and to enhance sales results, sales staff can easily refer to these sales information on the go and register new information. desirable. However, the conventional system requires a method in which a salesperson carries a PC for customer visits, remotely connects to the intranet, and accesses a database, and is not necessarily suited to the demands of salespersons who want to transmit information flexibly. It was not something.
In addition, since the latest behavioral status of the salesperson, such as return time, is not clear to internal personnel such as sales assistants and managers, in response to telephone inquiries from customers, the salesperson's mobile phone should be ringing on the spot I couldn't even ask.

[0006] For example, in companies and organizations that provide services such as nursing / medical services, patrol meter building maintenance services, and construction / construction services, work information and service information generated through business activities, for example, visits It is possible to properly manage the schedule, patrol schedule, on-site work schedule, etc., and to support business by sharing the information with workers or service workers, work assistants or service assistants, managers of companies or organizations A simple system would be useful for improving customer satisfaction and service. However, with the mobile phone carried by the worker, such as a worker or a service worker, during work activities such as work activities, service activities, etc., due to the work activities of the worker, such as the schedule of the worker, customer information, work daily report, contact history, etc. There has not yet been provided a business support system that can refer to the information generated and stored, and also allows a business employee to register a business daily report and correct customer information using the mobile phone.

[0007] Therefore, an object of the present invention is to solve the problems of the conventional system, and to carry a portable device such as a salesperson, a worker, and a serviceman during business activities such as sales activities, work activities, and service activities. By telephone, you can refer to the information generated and stored with the employee's business activities, such as the employee's schedule, customer information, daily report, contact history, etc., and the employee can register the daily report using his mobile phone It is an object of the present invention to provide a new business support system that is inexpensive, easy to use, and can greatly reduce the burden on business personnel, which can correct customer information and the like. Another object of the present invention is to enable a worker, a business assistant, and a manager (including a manager) to share and understand business information, and
It is an object of the present invention to provide a new business support system that enables a quick response that leads to improved customer satisfaction and improved service by working together.

[0008]

In order to achieve the above-mentioned object, a business support system according to the present invention comprises a business support system for storing business information, work information, service information, and the like of users such as companies and organizations stored in a database. Business information, sales personnel, workers,
A server for providing to service personnel and other service personnel, and a part of business information configured to be connectable to a database via the Internet and a mobile phone service network, and by performing a predetermined operation on a plurality of items displayed on a display screen At least one mobile phone for selectively acquiring and displaying the information, and a database which can be connected to the database via the Internet or a LAN. Or at least one specific item of a plurality of items displayed on the display screen is registered with business information newly generated by business activity in the database and / or registered in the database. It is characterized in that an operator can perform the operation of correcting the business information on a mobile phone.

[0009] Further, the business support system according to the present invention comprises:
A database for storing business information such as business information, work information, and service information of users such as companies and organizations, and a server for providing the business information to business staff such as sales staff, workers, and service staff. A mobile phone carried by a worker during business activities, and a terminal device for the worker, business assistant, or administrator to connect to a database via the Internet or a LAN to refer to, input, modify, or add the business information The mobile phone selectively connects a part of the business information by a connection means for connecting to a database via the Internet and a mobile phone service network, and a predetermined operation on a plurality of items displayed on the display screen. Acquisition / display means for acquiring and displaying, and a database of business information on at least one specific item of a plurality of items displayed on the display screen Wherein by comprising a registration correction means for correcting the registered business information in the registration and / or database.

The business information stored in the database is preferably a schedule of business staff, a business daily report, customer information, ToD
o list, contact history, and destination guidance data, which are displayed on the display screen as a plurality of items.
The specific items for which the business information data can be registered in the database on the mobile phone and / or the business information registered in the database can be corrected include the schedule of the employee, the daily work report, the customer information, and the destination information. Preferably, the number is one or more. Here, it is preferable that at least one of the plurality of items or the specific item has a pull-down menu for selecting a sub-item or input data, thereby improving usability in data input by operating the mobile phone. In addition, it is preferable that the acquisition, registration, and correction of business information by a mobile phone be performed by transmitting and receiving data by packet communication. Inexpensive services can be provided.

[0011]

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS Hereinafter, a preferred embodiment of the present invention will be described with reference to the drawings. Here, an example in which a sales support system for supporting a business activity of a company is particularly constructed will be described.

FIG. 1 shows a system configuration of a sales support system according to an embodiment of the present invention. Web server 1
A database engine that retrieves information data on business activities of a company stored in the business information DB2, preferably information data on salesperson schedules, daily reports, customer information, ToDo lists, contact histories, and destination guidance, and outputs the results. Prepare. The Web server 1 has an arbitrary number of P
It is connected via C3 and LAN 4 to form an in-house network, and is also connected via a router 5 to the Internet 6 which is an external network. P
C3 is used as a terminal device for in-house salespersons, sales assistants, and managers (including managers) to refer to, input, correct, or add sales information data stored in the sales information DB2. Is done.

On the other hand, a mobile phone 8 having a predetermined connection function to the Internet, which will be described later, is always carried by a salesperson during sales activities, and is connected to a sales information DB via a mobile phone service network 7 and the Internet 6. And a display screen 9 including a liquid crystal display for displaying characters, figures, symbols, and the like.

Sales information DB via a mobile phone service 7 network and the Internet 6 by connection means (not shown)
In order to connect to (log in to) 2, first,
, A mode for connecting to the Internet is selected by button operation, and the URL (Uni) of the Web server is selected.
Input and transmit form resource locator information. Then, the Web server inquires the user (salesperson) of the connected mobile phone about the ID and password, and when the correct ID and password are input, the authentication procedure is completed. Hereinafter, the salesperson can perform the following operations using the mobile phone 8.

(1) A predetermined operation on a plurality of items displayed on the display screen 9 selectively obtains and displays a part of the business information data.

An example of an operation required for this will be described with reference to FIG. 2. As an initial screen when connected to the sales information DB 2, a display screen 9 of the mobile phone 8 first displays a predetermined item name, For example, the following five item names are displayed as a menu (step 1).

Schedule and report ToDo list Customer information Destination information Contact history

Here, the salesperson operates a button on the mobile phone to select one item from which the user wants to view detailed information (normally, the item is highlighted on the display screen in this state). , Web server 1. As an example,
Suppose you select "Schedule and Report" to view the salesperson's schedule. Then, the Web server 1 presents a plurality of submenus related to “schedule and report”. On the display screen 9 of the mobile phone 8, the following items are displayed as a submenu (step 2).

Calendar Schedule for the person

Next, the salesperson operates the mobile phone 8 to
The user selects "Principal" and inquires the Web server 1 for details. Then, the details of the schedule of the salesperson on that day are transmitted from the Web server to the mobile phone 8 and displayed on the display screen 9 (step 3). Detailed information is 1
If the number of characters exceeds the allowable number of times on the display screen, the display may be performed using a normal scroll function. further,
One is selected from the plurality of schedules displayed in step 3. In the example of FIG. 2, "13:00 Taiyo Kogyo Commodity Review Conference" may be selected to display a more detailed schedule (step 4).

As described above, in the mobile phone 8, the display screen 9
A part of the business information is selectively obtained and displayed by a predetermined operation (normal button operation) for a plurality of items displayed in the item (1).

Next, the salesperson can use the mobile phone 8 to perform the following operations. (2) For at least one specific item among the plurality of items displayed on the display screen 9, register the business information data in the database and / or modify the business information data registered in the database. In this embodiment, the specific item is
It is one selected from the salesperson's schedule, business daily report, customer information, and destination guidance.

As an example of this operation, an operation of newly registering a salesperson's schedule will be described with reference to FIG. On the basis of the information acquired from the Web server 1 in step 3, the “new registration” item is selected and executed from the “scheduled person” items displayed on the display screen 9. Then
On the display screen 9, a screen for registering a new personal schedule is displayed. In the corresponding part of FIG. 2, the frame provided under each item heading of date, time, customer company name, customer interviewer, content category, content overview, and remarks indicates the input box 10, and the salesperson , In each input box,
Necessary information can be input by direct input of characters by button operation or selection input by a pull-down menu (step 5).

Next, selected in the previous step 3,
An operation for changing the registered schedule displayed in step 4 will be described. First, “Change” is selected from the display items in step 4. Then, a display screen similar to the newly registered display screen but including registered data in each input box 11 is displayed. The salesperson can modify the data in the input box by operating a mobile phone button or operating a pull-down menu (step 6). When the correction is completed, select “・ End input”. This sends the correction data,
The information is registered in the sales information DB 2 via the mobile phone service network 7 and the Internet 6.

As a next example, an operation when a salesperson newly registers a “business daily report” in the business information DB will be described with reference to FIG. First, the same operation as in steps 1 to 4 is used to display one schedule in the item of “person's schedule”.
In the example of FIG. 3, it is assumed that “13:00 Taiyo Kogyo Commodity Review Conference” is selected as in the previous example. Next, on the display screen of the details of the schedule, the item of "report creation" is selected (step 7). Then, the data common to the details (step 7) of “planned person” is already displayed in the input box as input data, and the item display and input box of “comment impression” are further displayed. A report display screen including the item display is displayed (step 8). Here, when ". Detailed content input" is further selected, a display screen including an input box 12 for inputting the detailed content of the report is displayed. The salesperson can directly enter characters by button operation in the input box,
Alternatively, by selecting input from the pull-down menu, etc.
Necessary information can be input (step 9).

The daily business report data thus entered and registered in the business information DB can be referred to by a mobile phone at any time thereafter. It is assumed that the salesperson has newly registered a business daily report relating to “13:00 Taiyo Kogyo Product Review Conference” through steps 7 to 9 described above. In this state, when the user selects the schedule from the item of "person's schedule", a registered report is displayed on the display screen (step 10). And "・ Detailed content display"
Is selected, the detailed contents are displayed (step 11).

According to the sales support system according to one embodiment of the present invention, the salesperson carries his / her mobile phone 8 having a predetermined connection function to the Internet and operates his / her mobile phone. In addition to being able to retrieve and refer to the business information data, it is possible to newly register business information data generated due to business activities or to modify existing data. As a result, the salesperson can create a business daily report or the like on the go and using only the mobile phone and newly register the business report, thereby greatly improving the mobility of the salesperson. Also, the PC required by the conventional system is
Since it is unnecessary in the present invention, the equipment cost is reduced, and the burden on the salesperson is also reduced.

In the above example, the example of the salesperson's schedule, the new registration of the business daily report, and the correction have been described. However, the customer information and the destination guidance items are newly registered by the same operation as the necessary information data. And corrections can be made on the mobile phone. The salesperson should register new customer information data such as the address, telephone number, e-mail address, etc. of the new customer who visited, or the destination of the salesperson on the day of the business day, your company's scheduled time, messages you want to leave for others When a new destination guidance is registered, similarly, in the input box for each item or sub-item displayed on the display screen of the mobile phone, directly enter characters by operating a button of the mobile phone, or use a pull-down menu. Necessary information can be input by selection input or the like.

As a method of inputting information data, a salesperson may input by voice instead of direct input of characters by operating buttons on a mobile phone or selection input by a pull-down menu. Specifically, it can be performed as follows. Referring to FIG. 3, the “voice input” (not shown) is separately displayed on the business report detailed content input screen shown in step 9.
Items to be added. By selecting “voice input”, the salesperson can store the contents of the report in voice on the mobile phone. The stored voice content is converted into predetermined voice data and transmitted to the Web server 1. At this time, We
The data transmitted to the server b is added with flag information which indicates that the data is "voice input" voice data.
In addition, it is preferable that the sales person can reproduce and confirm the voice content stored before being transmitted to the Web server. FIG.
, A known application program for converting voice data into text data is operated on the Web server 1 or the PC 3 connected via the LAN 4. When the Web server 1 receives data from a mobile phone, it recognizes that the data is voice data,
The conversion from the voice data to the text data is performed in the Web server 1 itself or the PC 3 in the in-house network. The converted text data is stored in the sales information DB2.

According to the sales support system according to one embodiment of the present invention, as described above, the salesperson refers to or registers necessary information from a mobile phone in response to a request from a visiting customer. In addition to being able to make corrections, sales assistants and managers in the company can share sales information using PCs (terminal devices) connected to the company network, and It is possible to quickly grasp the current situation of members and give instructions. Actions to support the sales activities of sales employees, such as responding to customers on behalf of sales employees who are out of the office, and contacting sales employees who are out of the office via mobile phones As a result, it becomes possible for the sales staff to respond quickly to the customer directly. As described above, according to the present invention, a system in which a sales clerk, a sales assistant, and a manager work together to respond to a request from a customer, thereby enabling a quick response that leads to improvement in customer satisfaction and service. Can be built.

The operation of the present system on a PC connected to an in-house network can be the same as the various operations in the existing database utilization system. However, in order to quickly respond to customers, the following operations are required. Like b.
~ C. It can be configured so as to have the operation function in particular.

A. The two items of “Destination Information” and “Schedule and Report” for the day of the salesperson on the PC are collated. B. As a result of the collation, when the salesperson is having a meeting with the customer, a predetermined message is transmitted by e-mail addressed to the salesperson using a predetermined menu on the “Destination Guide” screen. C. As a result of the collation, when the salesperson is not meeting with the customer, the salesperson makes a telephone call to the salesperson's mobile phone by using a predetermined menu on the “destination guidance” screen or the telephone number displayed on the screen. According to this operation, the sales assistant or the manager can make a necessary contact to the salesperson without a break without unnecessarily ringing the mobile phone and hindering the sales activities of the salesperson.

The sales support system according to one embodiment of the present invention has been described above in detail. However, the business support system according to the present invention is not limited to the above-described embodiment, but is described in the claims. It goes without saying that various modifications are possible within the scope of the technical idea described. For example, in accordance with the present invention, the following business support system can be provided to users of companies and organizations that provide services such as nursing / medical services, patrol meter maintenance services, and construction / construction services. .

(A) The companies,
A server for providing work information or service information of a user such as an organization to a worker or a service person, and a plurality of servers configured to be connectable to the database via the Internet and a mobile phone service network and displayed on a display screen. At least one mobile phone for selectively acquiring and displaying a part of the work information or service information by a predetermined operation on an item, and a worker or service worker, a work assistant or a service assistant, or a manager A terminal device for referencing, inputting, modifying or adding the work information or service information, wherein at least one specific item of the plurality of items displayed on the display screen is newly generated by a work activity or a service activity. Work information or service information to be registered in a database and / or work information or Service support system personnel or service personnel operations to correct-bis information is characterized by being configured to perform on the mobile phone.

(B) A database for storing work information or service information of users such as companies and organizations, a server for providing the work information or service information to workers or service staff, and workers or services. The system is configured so that a worker can connect to the database via the Internet or LAN and a mobile phone carried by the worker during work or service activities, and the worker or service worker, work assistant or service assistant, or administrator can connect via the Internet or LAN And a terminal device for referring to, inputting, modifying, or adding the work information or service information to the database, and the mobile phone connects to the database via the Internet and a mobile phone service network. Connection means and a predetermined operation for a plurality of items displayed on the display screen An acquisition and display means for selectively acquiring and displaying some of the work information or service information,
Registering work information or service information related to at least one specific item among the plurality of items displayed on the display screen in the database and / or correcting work information or service information related to the specific item registered in the database. Business system comprising: a registration correcting unit for performing the registration.

(C) In the work support system according to (a) or (b), the work information or service information stored in the database includes a schedule of a worker or a service worker.
Includes daily work data or service daily report, customer information, ToDo list, contact history, and destination guidance data, which are displayed on the display screen as a plurality of items. A business support system that is one or more selected from a daily report or service daily report, customer information, and destination guidance.

According to the business support systems (a) to (c), work information and service information generated through business activities, such as a visit schedule, a tour schedule, and a site work schedule, are appropriately managed, and the company or the The same effect as in the case of the above-mentioned sales support system can be obtained by sharing the information with the group worker or service person, work assistant or service assistant, and manager.

[0038]

As described above, according to the present invention,
Sales staff, workers, service staff, etc. use mobile phones to carry out business activities such as sales activities, work activities, service activities, etc., so that employees' schedules, customer information, daily reports, contact history etc. Inexpensive, easy-to-use, easy-to-use, and easy-to-use resources that allow employees to refer to the information generated and accumulated during business activities and to register business daily reports and modify customer information using their mobile phones. A business support system that has been greatly reduced can be provided. Also, employees,
Business assistants, managers or managers share business information
Since it is possible to understand, in response to a request from a customer, there are three types: a worker with a predetermined mobile phone, a business assistant and a manager.
It is an effective business support system for realizing a quick customer response that leads to improvement of customer satisfaction and service, and has a great influence on the industry.

[Brief description of the drawings]

FIG. 1 is a system configuration diagram of a sales support system according to an embodiment of the present invention.

FIG. 2 is an explanatory diagram showing an operation flow using a display screen of a mobile phone in the sales support system according to one embodiment of the present invention.

FIG. 3 is another explanatory diagram showing an operation flow using a display screen of a mobile phone in the sales support system according to the embodiment of the present invention.

[Explanation of symbols]

 1 Web Server 2 Sales Information DB 3 PC (Personal Computer) 6 Internet 7 Mobile Phone Service Network 8 Mobile Phone 9 Display Screen

Continued on the front page F-term (reference)

Claims (6)

[Claims] 1. A server for providing business information such as business information, work information, and service information of users such as companies and organizations stored in a database to business personnel such as sales personnel, workers, and service personnel. To selectively obtain and display a part of the business information by a predetermined operation on a plurality of items displayed on a display screen, the database being configured to be connectable to the database via the Internet and a mobile phone service network. At least one mobile phone, and a terminal device configured to be connectable to the database via the Internet or a LAN, so that a worker, a business assistant, or an administrator can refer to, input, modify, or add the business information. At least one specific item of the plurality of items displayed on the display screen stores business information newly generated by business activity in the database. A business support system, wherein an operation is performed by the operator on the mobile phone, the operation being registered in a source and / or modifying the business information registered in the database. 2. A database for storing business information such as business information, work information, and service information of users such as companies and organizations, and the business information is provided to sales staff, workers, and service staff. Server, a mobile phone carried by a worker during business activities, and a worker, a business assistant, or a manager connects to the database via the Internet or a LAN to refer to, enter, modify, or refer to the business information. The mobile phone comprises a connection unit for connecting to the database via the Internet and a mobile phone service network, and a predetermined operation for a plurality of items displayed on a display screen. Acquiring / displaying means for selectively acquiring and displaying a part of the business information; and at least one feature among a plurality of items displayed on the display screen. A business support system comprising: registration correction means for registering business information on fixed items in the database and / or correcting business information on the specific items registered in the database. 3. The business information stored in the database includes data of a schedule, a business daily report, customer information, a ToDo list, a contact history, and a destination guidance, which are displayed on the display screen as a plurality of items. 3. The business support system according to claim 1, wherein the specific item is one or a plurality of items selected from a schedule, a business daily report, customer information, and a destination guide. 4. 4. The apparatus according to claim 1, wherein at least one of the plurality of items or specific items has a pull-down menu for selecting a sub-item or input data.
4. The business support system according to any one of claims 3 to 3. 5. The method according to claim 1, wherein the acquisition, registration, and correction of the business information by the mobile phone are performed by transmitting and receiving data by packet communication.
Business support system described in 1. 6. The server according to claim 1, wherein the server is a Web server, and a personal computer equipped with at least one Web browser is connected to the server via an in-house network. Business support system.