JP2001338228A - Business support system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a business support system capable of improving business efficiency, despite the problem of low business efficiency due to distributing and holding information for business support conventionally. SOLUTION: In this business support system, a first Web server 20 provides a plurality of client data, a second Web server 30 provides documents in the office or the like, a third Web server 40 stores knowledge data computerizing the questions and answers of the persons in charge of business, and a portal Web server 10 provides an access service to each of the Web servers.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a business support system for providing information for supporting business activities via a telecommunication network.

[0002]

2. Description of the Related Art With the development of computer technology, customer information and product information for supporting sales activities are centrally managed by a host computer, printed out on paper in the form of a management table, and provided to each sales representative. It is common practice to distribute and distribute sales to each sales representative.

Further, in recent years, portable computers have become widespread, and each sales person has utilized his or her own general-purpose database software to input information once printed out on paper to carry out sales activities. .

[0004]

However, in the above-described conventional sales activities, if the sales activities are performed using information printed on paper, for example, the status of each customer from the sales representative is not reflected. Further, when each sales person manages detailed information using his / her own database software, the information is dispersed, and since there is no commonality in the structure of each database, it becomes difficult to take over even if there is a relocation or the like. Furthermore, since the various questions and answers to them from the sales representatives are not managed collectively, the sales representatives do not know where to access the necessary information, making it less convenient.
There was a problem that operating efficiency was reduced.

The present invention has been made in view of the above situation, and provides detailed information and answers to questions relating to customers to sales representatives in a simple manner, thereby facilitating handover and improving sales efficiency. The purpose is to provide a sales support system that can do it.

[0006]

SUMMARY OF THE INVENTION The present invention for solving the problems of the prior art includes a sales support system including a first database storing first sales support information including a plurality of customer data. A first browsing server that provides first sales support information to sales representatives, and a second database that stores second sales support information including a plurality of in-house documents, and provides second sales support information to sales representatives Second
A third server that includes a browsing server and a third database storing third sales support information including knowledge data in which questions and answers from the sales representative are digitized, and provides the third sales support information to the sales representative A browsing server, the first browsing server,
A portal site that is connected to the second browsing server and the third browsing server via a network, and that provides a sales representative with an access service to each browsing server.

As described above, each server that provides customer data, in-house documents, and knowledge data based on questions from a sales representative, and a portal site that provides an access service to each server are provided. If the salesperson accesses the portal site, the sales support information can be obtained by a simple operation, and the sales efficiency can be improved.

Preferably, the first database stores customer data extracted from a master database. It is also preferable that the first database stores customer data extracted from a plurality of master databases.

[0009] Further, the portal site is the first site.
A first operation element associated with the access operation to the browse server, a second operation element associated with the access operation to the second browse server, and a third operation element associated with the access operation to the third browse server It is preferable to provide an interface image including an operation element.

[0010] Further, the portal site is the first site.
A first button group associated with an operation of accessing the browsing server, wherein each button is associated with an operation of selecting each data category provided via the first browsing server, and an operation of accessing the second browsing server; Wherein each button is associated with a second button group related to an operation of selecting each data category provided via the second browsing server, and each button is associated with an operation of accessing the third browsing server. It is also preferable to provide an interface image including a third button group related to the selection operation of each data category provided via the browsing server.

Here, it is preferable that the first button group, the second button group, and the third button group are color-coded. It is also preferable that, of the buttons, a button associated with an access and selection operation to a data category updated within a predetermined period is controlled to blink.

Further, among the buttons, it is preferable that buttons belonging to a data category relating to a customer and buttons belonging to a data category relating to a product are classified and arranged on the interface image.

The present invention for solving the problems of the above-mentioned conventional example is a server device for sales support information for providing a portal site for sales support, wherein the portal site is directly operated by a sales person. Operation elements related to the access operation to the database that manages the input information, operation elements related to the access operation to the database that stores in-house documents, questions from sales personnel, and persons in charge of the questions And an operation element associated with access to the database storing the answers of the above.

Here, when an access request to the portal site is received from an external network, the source of the access request is specified, and only when the access request is made by a sales representative, the access to the portal site is performed. It is preferable that the interface image is provided only to the sales representative when accessing from an external network.

Further, according to the present invention for solving the above-mentioned problems of the prior art, a sales support system includes a first database storing first sales support information including a plurality of customer data, and a plurality of in-house documents. A second database in which second sales support information is stored, and a third database in which third sales support information including knowledge data in which questions and answers from sales representatives are digitized is stored,
A browsing server that provides the first sales support information, the second sales support information, and the third sales support information to a salesperson; and a browsing server connected to the browsing server via a network. A portal site that provides an access service to each browsing server.
As described above, access to the first to third databases may be performed by one server.

[0016]

Embodiments of the present invention will be described with reference to the drawings. The sales support system according to the embodiment of the present invention is, as shown in FIG.
The server 10 includes a server 10, a first Web server 20, a second Web server 30, and a third Web server 40, and are connected to each other via a first network 50. The first Web server 20 is connected to the master database 60 via the second network 51. The portal Web server 10 includes a storage unit 11 and a Web server unit 12. The first network 50 is connected to the Internet via a gateway 52.

Hereinafter, each part will be described in detail. The storage unit 11 of the portal Web server 10 stores Web pages constituting a portal site. Here, the portal site means a Web page in which many related links are accumulated. The Web server unit 12 receives an access request from the Internet via the gateway 52 and the first network 50, and provides a Web page stored in the storage unit 11.

The first Web server 20 corresponds to the first browsing server of the present invention, extracts customer data from the master database 60 in accordance with rules set in advance, and creates a database (first business support information) as first sales support information. Database). Further, the first Web server 20 receives the access request from the Internet via the gateway 52 and the first network 50, and provides the accumulated first business support information.

Here, the rule for extraction is to selectively obtain contact information such as a customer name and a customer address as business registration information. In the present embodiment,
Further, in association with the data extracted from the master database 60 as the first sales support information, sales performance data input by a sales representative, a reception history (customer reception information) received at a customer window, and the like are set. I have.

The second Web server 30 corresponds to the second browsing server of the present invention, and stores an in-house document input from an in-house network (not shown) in a database (second database) as second sales support information. In response to an access request coming from the Internet via the gateway 52 and the first network 50, the server provides the accumulated second business support information. Here, examples of the in-house document include a communication letter issued in-house, newspaper-related information electronically circulated and distributed in-house, and a document such as a model of a contact office.

The third Web server 40 is equivalent to the third browsing server of the present invention, and stores information such as question information from a sales representative and answer information obtained by the representative in charge of the question, and the like. (Third database). The third Web server 40 stores an electronic document created by a person in charge of responding to a question from a salesperson. Such an electronic document specifically includes product information of its own company and other companies, a system, and the like. There are information on examples of construction, introduction and use of sales promotion tools (software, etc.), information on usage examples, news on sales examples, and information on in-house consultations.

The gateway 52 transmits data relating to an information acquisition request arriving via the Internet to the first network, and transmits data to be transmitted from the first network to an external network via the Internet. . This gateway 52 also
It also operates as a so-called firewall, for example, managing the IP address of a portable personal computer possessed by a sales representative in advance, and transmitting only data corresponding to the IP address to the Internet only in response to a request from the IP address. To send through.

A feature of the present embodiment is that a Web page constituting a portal site stored in the storage unit 11 is a first operation element as a first operation element associated with an access operation to the first Web server 20. A button object, a second button object as a second operation element associated with the access operation to the second Web server 30, and a third button object as the third operation element associated with the access operation to the third Web server 40 This is an interface including Here, the button object indicates, for example, a hyperlink or a push button of an HTML document. Further, this button object may be realized by software technology executed on the client side such as Java (trademark).

Specifically, as shown in FIG. 2, the interface image on the Web page constituting the portal site of the present embodiment includes a plurality of first button objects associated with the access operation to the first Web server 20. (A
1 to a5) are arranged. The first button object group (first button group) A includes business activity information, document information on the customer, information on the customer's contract (customer contract information), customer external information, and customer response (“customer Voice)).

A set (second button group) B of a plurality of second button objects (b1 to b3) associated with an access operation to the second Web server 30 includes information on the reservation status of the show room and the service center ( In the example of the drawing, "Tokyo Service Center")
Further, there is a document linked to information of a document (shared document) shared between sales representatives.

Further, a set (third button group) C of a plurality of third button objects (c1 to c4) associated with an access operation to the third Web server 40 includes an access button to the question answering center and a notification. There are buttons for a database to be stored, buttons for a product catalog (own company and other companies), and the like.

Further, a button (D) linked to case information, a button (E) linked to search for a contact (phone number, etc.), a button (F) linked to a bulletin board, and the like are arranged. A button (G) linked to a schedule (schedule sharing) shared between sales representatives, a button (H) linked to a service for searching for a sales representative, and a button linked to a homepage of the head office or business office. It is preferable to arrange (I) and the like together.

A feature of the present embodiment is that, for example, each button object constituting the first button group A is associated with access to a database provided by the same first Web server 20, while different button objects constitute different first objects. It is linked to the services provided. This is the same for the second button group B and the third button group C. That is, when the salesperson presses the button of the sales activity information a1 in FIG. 2, a request for providing the sales activity information is transmitted to the first Web server 20, and the first Web
The server b provides the business activity information.

The first button group A shown in FIG.
The button group B and the third button group C are preferably colored with different colors. This coloring is
The button may be colored directly, the character string may be colored, or the background may be colored. Further, among these buttons, those related to the database updated within a predetermined period may be controlled to blink. In this case, whether or not the update has been performed within a predetermined period can be determined by, for example, setting information indicating the last update time for each database associated with each button, as described in JavaScript.
By using a technology for generating a so-called dynamic homepage such as pt, it is possible to detect by referring to the information of the last update time.

Further, here, as shown in FIG.
b. Buttons are classified and arranged for each of the servers and the databases provided by them. If there are similar categories such as, for example, a contact (E) and a document sharing (b3), the buttons are classified by these categories. It may be arranged. Also, the information may be classified and arranged according to the main creator of the database.

Further, in the description so far, the first
Web server 20, second Web server 30, and third W
Although the web server 40 is described as a separate device, at least two of them may be realized as an integrated device, or all of the first to third web servers may be embodied as an integrated device. Good. In this case, a plurality of corresponding databases (first to third databases) may be provided in such an integrated server.

[0032]

According to the present invention, there is provided a first database storing a first sales support information including a plurality of customer data, a first browsing server for providing the first sales support information to a sales person, A second database that stores second sales support information including a plurality of in-house documents is provided. A second browsing server that provides the second sales support information to sales representatives, and questions and answers from sales representatives are digitized. A third database that stores third business support information including the acquired knowledge data, a third browsing server that provides the third sales support information to a salesperson, the first browsing server, and the second browsing server And a portal site that is connected to the third browsing server via a network, and provides a sales representative with an access service to each browsing server. Therefore, various sales support information can be intensively referenced centering on this portal site, and sales representatives can acquire various sales support information by simple operations by accessing the portal site. , Uniform information can be obtained before and after, and convenience can be improved by enabling easy handover, and at the same time, business efficiency can be improved.

[Brief description of the drawings]

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

FIG. 2 is an explanatory diagram illustrating an example of an interface screen provided as a portal site.

[Explanation of symbols]

10 portal web server, 11 storage unit, 1
2 Web server section, 20 1st Web server, 30
2nd Web server, 40 3rd Web server, 50 1st network, 51 2nd network, 52 gateway, 60 master database.

Continuation of the front page (72) Inventor Yuichi Ikeda 2-17-17 Akasaka, Minato-ku, Tokyo Fuji Xerox Co., Ltd. F term (reference) 5B049 BB11 CC02 DD01 DD05 EE07 EE11 FF03 FF04 FF09 GG04 GG07

Claims (12)

[Claims] 1. A first browsing server for storing first sales support information including a plurality of customer data, a first browsing server for providing first sales support information to a salesperson, and a plurality of in-house documents A second browsing server that includes a second database in which the second sales support information is stored and provides the second sales support information to a salesperson; and includes knowledge data in which questions and answers from the salesperson are digitized. A third browsing server that includes a third database in which third business support information is stored, and that provides the third sales support information to a salesperson; and a first browsing server, a second browsing server, and a third browsing server. A portal site that is connected via a network and provides access services to each viewing server to sales representatives. 2. The sales support system according to claim 1, wherein the first database stores customer data extracted from a master database. 3. The sales support system according to claim 1, wherein the first database stores customer data extracted from a plurality of master databases. 4. The sales support system according to claim 1, wherein the portal site includes a first operation element associated with an access operation to the first browsing server, and the second browsing server. A sales support system for providing an interface image including: a second operation element associated with an access operation to a third browsing server; and a third operation element associated with an access operation to the third browsing server. 5. The sales support system according to claim 1, wherein the portal site is associated with an access operation to the first browsing server,
A first button group in which each button is associated with an operation of selecting each data category provided via the first browsing server, and an operation of accessing the second browsing server;
A second button group in which each button is associated with a selection operation of each data category provided via the second browsing server, and an access operation to the third browsing server,
A third button group in which each button is associated with a selection operation of each data category provided through the third browsing server; and an interface image including: 6. The sales support system according to claim 5, wherein the first button group, the second button group, and the third button group are color-coded. 7. The sales support system according to claim 5, wherein, among the buttons, a button associated with an access to a data category updated within a predetermined period and a selection operation is flash-controlled. Sales support system characterized by the following. 8. The sales support system according to claim 5, wherein, among the buttons, a button belonging to a data category relating to a customer and a button belonging to a data category relating to a product are provided. A sales support system characterized by being classified and arranged on an interface image. 9. A server device for sales support information for providing a portal site for sales support, wherein the portal site is associated with an access operation to a database for managing information directly input by a sales person. Operation elements associated with the access operation to the database that stores the company documents, and operation elements associated with access to the database that stores the questions from the sales representatives and the answers of the persons in charge to the questions. A server device for sales support information, characterized by having an interface image including: 10. The server device according to claim 9, wherein when an access request to the portal site is received from an external network, a source of the access request is specified, and an access request from a sales representative is received. And a means for permitting access to the portal site only when, and when accessing from an external network, the interface image is provided only to a sales representative. 11. A first database storing first sales support information including a plurality of customer data; a second database storing second sales support information including a plurality of in-house documents; A third database in which third sales support information including knowledge data in which questions and answers are digitized is stored. The first sales support information, the second sales support information, and the third sales support information A browsing server provided to a sales representative, connected to the browsing server via a network,
A portal site that provides sales staff with access services to each browsing server. 12. An operation element associated with an access operation to a database for managing information directly input by a sales person in order to provide an interface image provided on a sales support portal site by a server device. Stores the data of the operation elements related to the access operation to the database that stores the documents, and the operation elements related to the access to the database that stores the questions from the sales representatives and the answers of the sales representatives to the questions. A computer-readable recording medium characterized by the following.