JP2002157409A - Sales supporting device, agency terminal, sales supporting system, sales supporting method and recording medium - Google Patents

Abstract

PROBLEM TO BE SOLVED: To efficiently make sales contracts including an agency. SOLUTION: Information regarding a sales object and the information regarding the agency stored inside this sales supporting device 400 are selectably provided for a customer terminal 800. Then, the sales supporting device 400 provides a selected agency which is the agency selected by a customer through the customer terminal 800 with a selected transaction object and customer information which is the information regarding the customer so as to provide the service to the customer. The contract can be made by means of the sales supporting device 400 or at the agency.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

[0001] The present invention relates to a sales support device, a distributor terminal, a sales support system, a sales support method, and a recording medium. In particular, the present invention relates to a sales support device, a sales agent terminal, a sales support system, a sales support method, and a recording medium that can provide an agent performing after-sales service according to a request from a purchaser.

[0002]

2. Description of the Related Art Systems and methods for providing information on a target for sale to a customer in a selectable manner and selling according to the selection are generally performed in e-commerce via the Internet, for example.

[0003]

Some insurance products, such as insurance products, generate important value not only by the value of the sales target itself but also by the after-sales service provided by the agent after the sale. When dealing with such a sales target, it is necessary to provide not only information regarding the sales target but also information regarding the agency as information to be selectively provided to the customer, and make a contract including the agency. However, in the past, such transactions could not be performed efficiently.

[0004] Therefore, an object of the present invention is to provide a sales support device, an agent terminal, a sales support system, a sales support method, and a recording medium that can solve the above-mentioned problems. This object is achieved by a combination of features described in the independent claims. The dependent claims define further advantageous embodiments of the present invention.

[0005]

According to a first aspect of the present invention, there is provided a sales support apparatus for supporting sales of a sales target, wherein a sales target database storing information on the sales target and a sales target database are provided. An agency database that stores agency information, which is information about the agency that provides services to purchased customers, and a sales object that reads information for sale from the database for sale and provides it to the customer, and allows the customer to select an object for sale A providing unit, an agency providing unit that reads out agency information from the agency database and provides the customer with the customer, and allows the customer to select an agency; and customer information regarding the customer via the customer terminal and the selected agency selected by the customer. A sales support apparatus comprising: an information acquisition unit to acquire; and a notification unit that notifies a selected agent of a sales object and customer information selected by a customer. To provide.

[0006] In the above sales support apparatus, the agency database stores service information on services provided by the agency as agency information, and the agency providing unit provides information to the customer based on the service information as one of the criteria. The agent to be performed may be selected and provided to the customer terminal. The information obtaining unit further obtains request information on the customer's request for the service, and the agent providing unit has means for selecting the agent information corresponding to the request information from the agent database and providing the information to the customer terminal. May be. The information processing apparatus may further include a customer database for storing customer information, and the notification unit may acquire information stored in the customer database to be added as customer information and notify the selected agency. The system may further include a sales establishment section that establishes sales to customers to be sold. In this case, after the sales contracting unit has concluded the sales contract, the sales unit further includes a changing unit that changes the subject of the sales contract to the selected agent, and the notification unit further selects the contract information related to the sales conclusion in conjunction with the changing unit. The agency may be notified. The information obtaining unit further obtains information of a customer who desires to purchase a sales target, and the notifying unit notifies the agent selected by the customer who has not been sold the customer information obtained by the information obtaining unit. Is also good. The information acquisition unit may further include a customer database that stores customer information, and the information acquisition unit may further include a unit that acquires the customer information newly acquired by the agency and adds the acquired customer information to the customer database. The information acquisition unit may further include means for acquiring unsold information from the agent when sales are not established at the agent. The sales target is, for example, insurance products.

According to a second aspect of the present invention, there is provided an agent terminal managed by an agent providing a service to a customer who has purchased a sales object, and a sales support device managed by a seller to be sold relates to the customer. The sales support device includes an information acquisition unit that receives customer information and a sales establishment unit that establishes a sale to a customer to be sold. An agency database that stores the agency information of the agency that provides the service to the customer, a sales object providing unit that provides the information to be sold to the customer terminal and allows the customer to select the sale object, An agent providing unit that provides information and allows a customer to select an agency, an information acquisition unit that obtains customer information about the customer and a selected agency selected by the customer via a customer terminal, And a notification unit that notifies the sale and the customer information customer has chosen, provides agency terminal according to claim. The sales support device may further include a customer database storing customer information, and the notification unit may acquire information stored in the customer database to be added as customer information and notify the selected agent. .

In the above-mentioned agency terminal, the sales target is, for example, insurance products.

According to a third aspect of the present invention, there is provided a sales support system for supporting sales of a sales target, comprising a sales support device and an agent managed by an agent for providing services to customers who have purchased the sales target. A sales support device, comprising: a sales target database that stores information of a sales target; an agent database that stores agent information of an agent that supports a customer who has purchased the sales target; A sales target providing unit that provides target information and allows a customer to select a sales target, an agent providing unit that provides agent information to a customer terminal and allows a customer to select an agent, and a customer via a customer terminal A device-side information acquiring unit for acquiring customer information and a selected agency selected by the customer; and a device-side notifying unit for notifying the selected agency of the sales target and customer information selected by the customer. End provides a client-side information acquiring unit for receiving customer information and sale, a terminal side sales establishment unit to establish a distribution agreement sale, the sales support system comprising: a.

In the above-mentioned sales support system, the sales support device includes a device-side sales establishment section for establishing a sales target and a device side for changing a contract entity to an agent terminal when a sales contract is not established by the sales support device. A change unit may be further provided. The agent terminal may further include a terminal-side changing unit that changes the contract entity to the sales support device when a sales contract is not established at the selected agent. The terminal-side information acquisition unit further includes a unit that obtains customer information as additional customer information from a device other than the device-side notification unit. The agent terminal further includes a terminal-side notification unit that notifies the sales support device of the additional customer information. The support device is
The apparatus may further include a customer database that stores the customer information, and the apparatus-side information acquisition unit may further include a unit that acquires the additional customer information notified by the terminal-side notification unit and adds the acquired information to the customer database. The sales target is, for example, insurance products.

According to a fourth aspect of the present invention, there is provided a sales support method for supporting sales of an object to be sold, wherein information of the object to be sold and agent information of an agent supporting a customer who has purchased the object to be sold are provided. Manage, provide the customer with information on the sales target and the agency, select the sales target and the agency, acquire the customer information that is information about the customer, conclude the sales contract for the sales target, and specify the subject of the sales contract. A sales support method is provided in which the selected agency is changed to the selected agency, the customer information is notified to the agency, and the customer is notified that the selected agency is the subject of the sales contract. .

In the above sales support method, when the sales contract to be sold is not established, the subject of the sales contract may be changed to the selected agent, and the customer information may be notified to the selected agent.

According to a fifth aspect of the present invention, there is provided a recording medium storing a computer-executable program, wherein the program provides information of a target to be sold to a customer terminal and allows the customer to select a target to be sold. A sales target providing unit, an agent providing unit that provides information of an agent to a customer terminal and allows the customer to select an agent, and obtains customer information and a selected agent selected by the customer via the customer terminal. A recording medium, comprising: an information acquisition unit; and a notifying unit that notifies a selected agent of a sales object selected by a customer and customer information. The notification unit may acquire information to be added as customer information stored in a customer database that manages customer information and notify the selected agency.

The above summary of the present invention does not enumerate all of the necessary features of the present invention, and sub-combinations of these features may also constitute the present invention.

[0015]

DESCRIPTION OF THE PREFERRED EMBODIMENTS Hereinafter, the present invention will be described with reference to embodiments of the present invention. However, the following embodiments do not limit the claimed invention and a combination of features described in the embodiments. Are not essential to the solution of the invention.

FIG. 1 shows the configuration of a sales support system 200 according to an embodiment of the present invention. Sales support system 20
Reference numeral 0 includes a sales support device 400 as a server and an agent terminal 600 as a type of client, and is connected to the customer terminal 800 via a communication network such as the Internet (not shown). The sales support system 200 includes the sales support device 4
The information about the sales target and the information about the agency stored in 00 are provided to the customer terminal 800 in a selectable manner. Then, the sales support device 400 is a customer that is information on the selected contract object and the customer in order to provide the selected agency, which is the agency selected by the customer, via the customer terminal 800 with the service to the customer. Provide information. The sales support device 400 and the agent terminal 600 may be connected by a dedicated line, or may be connected via the Internet. The sales target is, for example, insurance products.

FIG. 2 shows an example of the configuration of the sales support device 400. In this example, the sales support device 400 has a sales target database 420, an agency database 440, and a customer database 460 as databases.
Sales target providing unit 480 and agency providing unit 50 as functional units
0, device-side information acquisition unit 520, device-side sales establishment unit 54
0, a device-side changing unit 560, and a device-side notifying unit 580.

FIG. 3 shows an example of the configuration of the sales target database 420. In this example, the sales target database 4
Reference numeral 20 includes at least fields related to a sales target, a feature, and a basic charge. The sales target field stores the name of the product to be sold. The feature field stores feature information that is information on features to be sold. This feature information also includes PR information for the customer. The basic charge field stores a basic charge to be sold. Here, when the sales target is an insurance product, a program for calculating an insurance premium which is a basic fee is stored in the basic fee field.

FIG. 4 shows an example of the configuration of the agency database 440. In this example, the agency database 440
Has a plurality of tables for each category of agency.
The criteria for the category classification include, for example, the characteristics of the service to be provided and the type of agency. For example, when the sales target is an insurance product, specific examples of the agency series include a specialized agency, a bank agency, and a securities agency. Each table of the agency database 440 has fields of an agency name, a feature, service contents, an additional service price, a place, the number of contracts, a contract rate, and customer satisfaction. The agency name field stores the name of the agency. The characteristic field stores information on the characteristics of the agency, for example, PR information.
The service content field stores service information that is information on a service to be provided. The services here include optional services. The additional service price field stores an additional price for the service to be provided. The sales support device 400 uses a unit (not shown)
The added price and the basic charge stored in the sales target database 440 are summed to determine the sales price of the sales target. The location field stores information on the location of the agency, such as the address and the nearest station. The Closed Count field is
The number of sales contracts established by the agency for the customer introduced via the sales support system 200 is stored. The closing rate field stores a closing rate of a sales contract to a customer introduced via the sales support system 200. The customer satisfaction field stores information on customer satisfaction with the agency. Here, the customer satisfaction is stored, for example, in a scored or ranked state.

FIG. 5 shows an example of the configuration of the customer database 460. In this example, customer database 460
Has a table for each customer. Each table contains customer name, address, phone number, customer number, transaction history, detailed information,
It has each field of special notes. The customer name field stores a customer name. The address field stores information about the customer's address. The phone number field stores the customer's phone number. The customer number field stores an identification customer number assigned to the customer. Transaction history fields
Further, there are fields for a transaction object name, a selected agency, a transaction stage, a contract entity, and additional items. The target name field stores the target name of the contract. The selected agency field stores information for specifying the selected agency selected by the customer at the time of contract. The transaction stage field stores information regarding the stage of the transaction. The information stored in the transaction stage field also includes contract establishment information indicating whether a sales contract has been established or not, and contract unsuccessful information. The contract entity field stores information about the current transaction, ie, the contract entity. The information stored in the contract entity field includes information indicating the contract entity after the contract has been established. The additional item field stores additional items related to the transaction, for example, the reason why the contract was not reached, and the conditions desired by the customer to the agency or the like. The detailed information field stores detailed information fields relating to the customer, such as family structure, annual income, occupation and occupational history. The special note field stores items to be noted for the customer.

Returning to FIG. 2, the sales target providing unit 480 reads out the sales target information from the sales target database 420 and displays the information on the customer terminal 800 in a selectable manner.

The agency providing unit 500 reads the agency information from the agency database 440 and displays the information on the customer terminal 800 in a selectable manner. At this time, the agency providing unit 500
An agency that provides information may be selected. The criterion for selecting the agency may be service information of the agency, a category, or information on a customer's request for the service of the agency.

The apparatus-side information acquisition section 520 acquires information for specifying a transaction object or an agency selected by the customer and customer information via the customer terminal 800 and stores the acquired information in the customer database 460. The customer information acquired by the device-side information acquisition unit 520 includes a customer name, address, telephone number, family structure, annual income, occupation and occupation history. Also, the device side information acquisition unit 520
Has a means for acquiring request information relating to a request from a customer to an agency, and a means for acquiring various information transmitted from the agency terminal 600.

FIG. 6 shows a display example on the screen 820 of the customer terminal 800 by the sales support apparatus 400. In this example,
Sales target providing unit 48 in order to allow the customer to select a business target
0, a transaction object selection field 482, a request entry field 522 displayed by the device-side information acquisition unit 520 for allowing the customer to input a request to the agency, and a device for transmitting information from the customer terminal 800. It includes a transmission button 524 displayed by the side information acquisition unit 520. That is, in this example,
The customer selects a desired transaction target in the transaction target selection column 482, inputs a request for a service provided by the agent in the request entry column 522, and presses a send button 524. Recognizes the selected trade object,
In addition, information for selecting agency information to be provided to the customer is obtained. In this case, the agency providing unit 500 extracts, for example, a keyword from the text input in the request entry field 522, and selects an agency using the keyword.

FIG. 7 shows another display example on the screen 820 of the customer terminal 800 by the sales support apparatus 400. In this example, the agency providing unit 5 is used to allow the customer to select an agency.
00 has an agency selection field 502 displayed, and a transmission button 526 displayed by the device-side information acquisition unit 520.
That is, in this example, the customer selects the agency selection field 502
By selecting an agency and pressing the send button 526,
The device-side information acquisition unit 520 recognizes the selected agency.

Returning to FIG. 2, the device-side sales establishment section 540
When the customer desires a sales contract to be sold with the sales support device 400, the sales contract is established. As an example, the device-side sales establishment unit 540 includes a selected sales target and a selected agent, a contract button for confirming a sales contract intention also serving as a send button, and an unsuccessful contract for confirming a sales contract failure intention also serving as a send button. Button on the customer terminal 800,
A sales contract is concluded by acquiring a signal transmitted when the customer presses the close button. When the sales contract is established, the device-side sales establishment unit 540 transmits a contract establishment signal to the device-side changing unit 560 and the device-side notification unit 580, and stores the contract establishment information in the transaction stage field of the customer database 460. If the customer presses the close button,
The device-side sales establishment unit 540 transmits a contract failure signal to the device-side notification unit 580.

Upon receiving the contract establishment signal from the device-side sales establishment unit 540, the device-side changing unit 560 acquires the selected agent from the transaction history field of the customer database 460, and determines the contracting entity in the contracting entity field of the customer database 460. The operator of the sales support device 400 is changed to the selected agency. Further, upon receiving the contract establishment signal and the contract non-establishment signal, the device-side sales establishment unit 540 transmits a contract entity change signal to the device-side notification unit 580.

The device-side notification unit 580 receives a contract establishment signal or a contract non-establishment signal from the device-side sales establishment unit 540,
When a contract entity change signal is received from the device-side changing unit 560, customer information such as a customer name and an address, a transaction object name and additional items are acquired from the customer database 460, and whether or not a contract has been established, a contract entity change signal, and a selection proxy are selected. The information is transmitted to the agency terminal 600 of the store. At this time, if information not transmitted by the customer in the procedure in the transaction is stored in the customer database 460, this information is acquired as information to be added to the customer information. In addition, the device-side notification unit 580 also transmits contract information on the contents of the contract when the contract is established, and transmits information on the customer's request when the contract is not established.

FIG. 8 shows an example of the configuration of the agency terminal 600. In this example, the agency terminal 600 has a sales target database 620 and a customer database 640 as databases, and the terminal-side information acquisition unit 70 as a functional unit.
0, a terminal-side sales establishment unit 720, a terminal-side changing unit 740, and a terminal-side notifying unit 760.

FIG. 9 shows an example of the configuration of the sales target database 620. In this example, the sales target database 620 includes sales targets, features, service contents, basic charges,
Each field of supplementary service price is provided. The sales target field stores the name of the sales target. The feature field stores information on the feature to be sold. The service content field stores information on a service provided by the agent to the customer. The services here include optional services. The basic charge field stores information on the basic charge to be sold. Here, when the sales target is an insurance product, a program for calculating an insurance premium which is a basic fee is stored in the basic fee field.
The additional service price field stores information on a price to be added when a customer selects an optional service.

FIG. 10 shows an example of the configuration of the customer database 640. In this example, the customer database 640
Has fields for customer name, address, telephone number, customer number, transaction history, features, and special instructions. The transaction history field further has fields of a transaction object name, a transaction stage, a contract entity, and an appendix. Information stored in each field is stored in the customer database 460 of the sales support device 400.
Therefore, the description is omitted.

Referring back to FIG. The terminal-side information acquisition unit 700
The information transmitted from the device side notification unit 580 of the sales support device 400 is acquired and stored in the customer database 640.
In addition, the terminal-side information acquisition unit 700 has a unit that acquires information to be added or corrected as customer information among information acquired by the agency. This acquisition means acquires additional customer information via an external input device such as a keyboard. Upon acquiring the additional customer information, the terminal-side information acquisition unit 700 stores the additional customer information in the customer database 640 and transmits the additional customer information to the terminal-side notification unit 760.

The terminal-side sales establishment section 720 acquires contract establishment information when the agent establishes a sales contract with the customer, stores the contract establishment information in the transaction stage field of the customer database 640, and notifies the terminal-side notice. A contract establishment signal is transmitted to unit 760. Further, when the contract negotiation between the agent and the customer is unsuccessful, the terminal-side sales establishment unit 720 acquires contract unsuccessful information and stores the contract unsuccessful information in the transaction stage field of the customer database 640, A contract failure signal is transmitted to the terminal-side changing unit 740 and the terminal-side notifying unit 760. Here, the terminal-side sales establishment unit 720 may acquire additional information regarding the contract together with the contract establishment information and the contract non-satisfaction information, and transmit this additional information to the terminal-side notification unit 760.

Upon receiving the contract failure signal from terminal-side sales establishment section 720, terminal-side changing section 740 changes the entity in the contract entity field of customer database 640 from the agent to the operator of sales support device 400.

The terminal-side notification unit 760 transmits the additional customer information received from the terminal-side information acquisition unit 700 and the contract establishment information or the contract non-success information received from the terminal-side sales establishment unit 720 to the sales support device 400, and Side information acquisition unit 52
0 to the customer database 460 of the sales support apparatus 400.
To be stored. Here, in a case where additional information regarding the contract is received from the terminal-side sales establishment unit 720, the additional information regarding the contract is transmitted to the sales support apparatus 400 together with the contract establishment information or the contract non-establishment information, and stored in the customer database 460.

FIG. 11 shows a screen 620 of the agency terminal 600.
5 shows an example of a customer information input screen, which is a display example of (1). In this example, a specification column 60 for inputting a customer number, a customer name, and a transaction target name, which are information for specifying a customer and a transaction.
2. A contract field 604 for selecting and inputting contract establishment or non-contract, an additional information field 606 for inputting additional information regarding the contract, an additional information input field 608 for inputting additional information regarding customer information, and inputting correction information regarding customer information. There is a correction column 610, which is a column to be executed. The contract column 604 and the additional information column 606 are columns related to the terminal-side sales establishment section 720,
The additional information input column 608 and the correction column 610 are columns related to the terminal-side information acquisition section 700.

FIG. 12 is an example of a hardware configuration diagram of the sales support device 400. In this example, the sales support device 400 includes a CPU (central processing unit) 90
2. ROM (read only memory) 904, RAM (rando
m access memory) 906, communication I / F (interface) 908, display 910, input device 912, hard disk 914, FD (floppy disk) drive 9
16 and a CD-ROM (compact disk ROM) drive 918.

The CPU 902 has a ROM 904 and a RAM
Processing is performed based on the program stored in 906.
Communication I / F 908 mediates the exchange of data with the Internet network. The display 910 displays various information. The input device 912 includes the sales support device 400
Enter the settings for The FD drive 916 reads data or a program from the floppy (registered trademark) disk 920 and passes it to the CPU 902. CD-RO
The M drive 918 reads data or a program from the CD-ROM 922 and passes it to the CPU 902. The hard disk 914 is an FD drive 916 or a CD-RO
The data or the program read by the M drive 918 and the data created by the CPU 902 executing the program are stored, and the stored data or the program is read and passed to the CPU 902.

In this embodiment, a CD-R having a program for configuring each functional unit of the above-described sales support apparatus 400
The program is read from the OM 922 and installed on the hard disk 914, and the program is read from the hard disk 914 and executed by the CPU 902, thereby realizing the above function. More specifically, the above-described program includes a sales target providing unit for realizing the sales target providing unit 480, an agent providing unit for realizing the agent providing unit 500, and an apparatus information obtaining unit 520.
Acquisition Unit and Apparatus-Side Sales Establishment Unit 540 for Implementing
, A change unit for realizing the device-side changing unit 560, and a notification unit for realizing the device-side notification unit 580. Also, the above-mentioned program is C
The data may be stored on the floppy disk 920 instead of the D-ROM 922. An MO drive may be provided in the sales support device 400, and the above-described program may be stored in the MO.
Further, it may be stored in another recording medium. Further, the sales support device 400 may download and acquire or update the above-described program from another server or the like via the Internet or the like.

FIGS. 13 to 16 show the sales support system 20.
FIG. 9 is a sequence diagram illustrating an example of an operation of a zero.

In FIG. 13, when the customer terminal 800 requests a transaction (S20), the sales support device 400 of the sales support system 200 transmits data (S40), and displays a transaction screen on the customer terminal 800 (S60). On the transaction screen, the transaction target is displayed so as to be selectable. The customer inputs the designated customer information via the customer terminal 800 (S80), selects a desired transaction target (S100),
Enter the desired service to the agency (S12
0), information about the input conditions and the selected transaction target is transmitted to the sales support device 400 (S140). If the transaction target is an insurance product, in S100, all the conditions and underwriting information necessary for the premium estimation are input together with the selection of the transaction target.

Upon receiving the customer information, the selected transaction object, and the conditions desired by the agency from the customer terminal 800, the sales support apparatus 400 stores these pieces of information in predetermined fields of the customer database 460 (S160). . When the sales support apparatus 400 determines that the customer desires the agency service (S170), the agency selects the agency that meets the customer's request from the agency database 440 using, for example, service information as one of the criteria ( (S180), transmit to the customer terminal 800 (S200), and display selectable on the customer terminal 800 (S220).

The customer selects an agent from the agents displayed so as to be selectable via the customer terminal 800 (S240),
Enter contract conditions (S250), select contract method (S250)
260), and transmits information on the selected agency and contract method (S280). The contract conditions input in S250 include, for example, if the transaction target is an insurance product, the contractor, the insured, the insurance period, and the like. The contract method in S260 includes a direct contract, a contract with an agent, calculation of an estimated amount, and the like.

When the customer makes a direct contract (S300), the sales support device 400 performs the operation shown in FIG. 14, and when the customer desires an agent contract (S50).
0) performs the operation shown in FIG. In addition, the sales support device 4
In the case of 00, when the customer wants to calculate the estimated amount (S900), the estimated amount is calculated (S920) and transmitted to the customer terminal 800 (S940) to display the estimated amount (S960). When the customer wants a contract (S980)
Returns to S260, and does not desire a contract (S980)
Ends the operation.

In FIG. 14, the sales support device 400 is
When the contract conditions set by the customer are confirmed (S320), data transmission is performed (S340), and a display for confirming the contract conditions, and a contract button and a non-contract button are displayed on the customer terminal 800 (S360). When the customer presses the contract button to indicate the intention of the contract (S380), the customer terminal 800
Transmits information indicating the intention of the contract to the sales support device 400 (S400), and establishes a transaction contract, that is, a sales contract, with the sales support device 400 (S420). Then, the sales support device 400 transmits data to the customer terminal 800 (S440) to display a screen for notifying the establishment of the transaction contract (S460), and stores contract establishment information and contract conditions in the customer database 460. (S480), and the operation ends.

In FIG. 15, the sales support device 400 is
When the transaction condition set by the customer, that is, the contract condition is confirmed (S510), data transmission is performed (S520), and a display for confirming the contract condition, a contract button, and a non-contract button are displayed on the customer terminal 800 (S530). Here, an agency contract button for requesting a contract with the agency may be displayed together with the non-contract button.

When the customer presses the non-contracting button to indicate the intention of non-contracting (S540), the operations of sales support system 200 and customer terminal 800 shift to FIG. When the above-mentioned agency contract button is pressed, the sales support system 200
The operation of the customer terminal 800 is the same as when the non-contract button is pressed.

When the customer presses the contract button to indicate the intention of the contract (S540), the customer terminal 800 transmits information indicating the intention of the contract to the sales support apparatus 400 (S550), and establishes a transaction contract with the sales support apparatus 400. (S560).
Then, the sales support device 400 stores contract establishment information, contract information such as contract conditions and transaction targets in the customer database 460 (S570), and changes the contract entity stored in the customer database 460 to the selected agent (S580). ),
Customer information is acquired from the customer database 460 (S59).
0), the contract information and the customer information are transmitted to the agent terminal 600 of the selected agent (hereinafter, referred to as the selected agent terminal 600) (S600), and the contract information is transmitted to the customer terminal 800 (S610). Upon receiving the contract information, the customer terminal 800 displays a screen showing the establishment of the transaction contract and its conditions (S620). Upon receiving the contract information and the customer information, the selected agency terminal 600 stores the received information in the customer database 640 (S630). Then, the greeting information is transmitted to the customer terminal 800 (S640), and the greeting display screen is displayed on the customer terminal 800 (S650).

Then, the selected agency provides a service to the customer. If customer information to be added is obtained at this time, the customer inputs it into the customer terminal as additional customer information (S66).
0). The selected agency terminal 600 is connected to the selected agency 60
0 transmits additional customer information to the sales support device 400 (S670). The sales support device 400 stores the received additional customer information in the customer database 460 (S68).
0). Further, the additional customer information is stored in the customer database 640 (S690).

In FIG. 16, customer terminal 800 transmits information indicating the intention to reject a contract to sales support device 400 (S
700). Then, the sales support device 400 recognizes that the transaction contract has not been established (S710), and the customer database 46
After storing the contract failure information at 0 (S720), the customer information is acquired from the customer database 460 (S73).
0), and transmits the customer information, contract failure information, transaction target, and the like to the selected agent terminal 600 (S740). The selected agency terminal 600 stores the received customer information, contract failure information, transaction target, and the like in the customer database 640 (S
750).

The selected agency conducts business with the customer toward the conclusion of the contract, and outputs the sales result, that is, the contract information including the contract established information or the contract unsuccessful information to the selected agency terminal 60.
0 is input (S760). The selected agency terminal 600
When contract conclusion information is input, the customer database 64
0 is stored in the contract information (S770). When the selected agency acquires the additional customer information, the information is input to the selected agency terminal 600 regardless of the result of the business. Select agent terminal 6
00 receives the additional customer information (S780), stores the additional customer information in the customer database 640 (S79).
0), the additional customer information and the contract establishment information or the contract failure information are transmitted to the sales support apparatus 400 (S800).

Upon receiving the additional customer information and the contract establishment information or contract failure information, the sales support device 400 stores the received information in the customer database 460 (S81).
0), the number of contracts and the contract rate in the agency database 440 are updated (S820). If a sales contract has not been established (S830), another agency is selected (S84).
0), and return to S740.

Therefore, by using the sales support system 200, information on the sales target and the agency can be provided to the customer, and the sales contract including the agency can be made efficiently.

As described above, the present invention has been described using the embodiment. However, the technical scope of the present invention is not limited to the scope described in the above embodiment. Various changes or improvements can be added to the above embodiment. It is apparent from the description of the appended claims that embodiments with such changes or improvements can be included in the technical scope of the present invention. For example, a sales support device is composed of a main server and a distributor server, and detailed information of the distributor is stored in each distributor server. When necessary, the main server refers to the information in the distributor server to store the customer information. The information may be provided to the user.

[0055]

As is apparent from the above description, according to the present invention, a sales support apparatus and an agency for efficiently providing a customer with information on a sales target and an agency and making a sales contract including the agency. Terminal, sales support system, sales support method,
And a recording medium.

[Brief description of the drawings]

FIG. 1 is a sales support system 2 according to an embodiment of the present invention.
00 shows a configuration example.

FIG. 2 is a sales support device 400 of the sales support system 200.
An example of the configuration will be shown.

FIG. 3 is a sales target database 4 of the sales support device 400;
20 shows an example of the configuration of FIG.

FIG. 4 is an agency database 44 of the sales support device 400
0 shows an example of the configuration.

FIG. 5 is a customer database 460 of the sales support device 400.
An example of the configuration will be shown.

6 shows a display example of a screen 820 of the customer terminal 800 by the sales support device 400. FIG.

7 shows another display example of the screen 820 of the customer terminal 800 by the sales support device 400. FIG.

FIG. 8 shows an example of a configuration of an agency terminal 600 of the sales support system 200.

FIG. 9 is a sales target database 62 of the agency terminal 600.
0 shows an example of the configuration.

FIG. 10 shows a customer database 640 of the agency terminal 600.
An example of the configuration will be shown.

11 shows a display example of a screen 620 of the agency terminal 600. FIG.

FIG. 12 is an example of a hardware configuration diagram of a sales support device 400.

FIG. 13 is a sequence diagram illustrating an example of an operation of the sales support system 200.

FIG. 14 is one of the sequence diagrams continued from FIG. 13;

FIG. 15 is one of the sequence diagrams continued from FIG. 13;

FIG. 16 is a sequence diagram continued from FIG. 15;

[Explanation of symbols]

 200 Sales support system 400 Sales support device 420 Sales target database 440 Agency database 460 Customer database 480 Sales target providing unit 500 Agent providing unit 520 Device side information acquisition unit 540 Device side sales establishment unit 560 Device side change unit 580 Device side notification Department 600 Agent terminal 620 Sales target database 640 Customer database 700 Terminal side information acquisition part 720 Terminal side sales establishment part 740 Terminal side change part 760 Terminal side notification part

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[Procedure amendment]

[Submission date] February 13, 2001 (2001.2.1)
3)

[Procedure amendment 1]

[Document name to be amended] Statement

[Correction target item name] Claims

[Correction method] Change

[Correction contents]

[Claims]

Claims (20)

[Claims] 1. A sales support apparatus for supporting sales of a sales target, comprising: a sales target database for storing information on the sales target; and a proxy for information on an agent for providing a service to a customer who has purchased the sales target. An agency database that stores shop information; a sales object providing unit that reads the information of the sales object from the sales object database and provides the information to the customer; and allows the customer to select an object to be sold; and the agent from the agency database. An agent providing unit that reads information and provides the customer to the customer, and allows the customer to select an agency; and an information acquisition unit that acquires customer information on the customer and the selected agency selected by the customer via the customer terminal. And a notifying unit that notifies the selected agent of the sales target selected by the customer and the customer information. Sales support device. 2. The agency database stores service information on services provided by an agency as the agency information, and the agency providing unit provides information to the customer based on the service information as one of criteria. 2. The sales support apparatus according to claim 1, wherein an agent performing the following is selected and provided to the customer terminal. 3. The information acquisition unit further acquires request information on the customer's request for the service, and the agent providing unit obtains information on the agent corresponding to the request information from the agent database. 2. The sales support apparatus according to claim 1, further comprising means for selecting and providing the selected customer terminal. 4. The system according to claim 1, further comprising a customer database storing the customer information, wherein the notifying unit acquires information stored in the customer database to be added as the customer information, and sends the information to the selected agent. The sales support device according to claim 1, wherein the notification is made. 5. The sales support device according to claim 1, further comprising a sales establishment unit that establishes sales to the sales target customer. 6. A change unit for changing a subject of a sales contract to the selected agent after a sales contract is concluded by the sales concluding unit, wherein the notifying unit further interlocks with the change unit. 6. The sales support device according to claim 5, wherein contract information regarding sale completion is notified to the selected agent. 7. An information acquisition unit for acquiring information of a customer who wants to purchase the object to be sold, wherein the notifying unit sends the information acquisition unit to the agency selected by the customer who has not been sold. 2. The sales support apparatus according to claim 1, wherein the sales support apparatus notifies the acquired customer information. 8. The system according to claim 1, further comprising a customer database storing the customer information, wherein the information acquiring unit further comprises means for acquiring the customer information newly acquired by the agency and adding the acquired customer information to the customer database. The sales support device according to claim 1, wherein 9. The sales method according to claim 1, wherein said information acquisition unit further comprises means for acquiring information about unsuccessful sales from said agent when sales are not established at said agent. Support equipment. 10. The sales support apparatus according to claim 1, wherein the sales target is an insurance product. 11. An agent terminal managed by an agent that provides a service to a customer who has purchased a sales target, wherein the terminal receives customer information on the customer from a sales support device managed by the seller. An acquisition unit, and a sales establishment unit that establishes a sale to the customer of the sale target, wherein the sales support device stores a sale target database storing information of the sale target, and a customer who purchases the sale target. An agency database that stores agency information of an agency that provides a service; a sale object providing unit that provides information of the sale object to a customer terminal to allow the customer to select a sale object; An agent providing unit that provides store information and allows the customer to select an agent; customer information on the customer and the selected agent selected by the customer via the customer terminal And a notifying unit that notifies the selected agent of the sales target selected by the customer and the customer information. 12. The agent terminal according to claim 11, wherein the sales target is an insurance product. 13. A sales support system for supporting sales of a sales target, comprising: a sales support device; and an agent terminal managed by an agent that provides a service to a customer who has purchased the sales target, The sales support device includes: a sales target database storing information of a sales target; an agent database storing agent information of an agent supporting a customer who has purchased the sales target; and the sales target information stored in a customer terminal. A sales target providing unit that provides the customer to select a sales target, an agent providing unit that provides the customer terminal with information of the agent, and allows the customer to select an agent, via the customer terminal A device-side information acquisition unit for acquiring customer information relating to the customer and a selected agency selected by the customer; and transmitting the sales target and the customer information selected by the customer to the selected agency. A device-side notifying unit, the agent terminal comprising: a terminal-side information acquisition unit that receives the customer information and the sales target; and a terminal-side sales establishment unit that establishes a sales contract for the sales target. A sales support system comprising: 14. The sales support device, comprising: a device-side sales establishment unit that establishes the sale of the sales target; and an apparatus side that changes a contract entity to the agency terminal when a sales contract is not established by the sales support device. The sales support system according to claim 13, further comprising a change unit. 15. The sales agent terminal according to claim 13, wherein the sales agent terminal further includes a terminal-side changing unit that changes a contract entity to the sales support device when a sales contract is not established at the selected sales agent. Sales support system. 16. The terminal-side information acquisition section further includes means for obtaining customer information from other than the apparatus-side notification section as additional customer information, and the agency terminal notifies the sales support apparatus of the additional customer information. The sales support device further includes a customer database that stores the customer information, and the device-side information acquisition unit acquires the additional customer information notified by the terminal-side notification unit. 14. The sales support system according to claim 13, further comprising means for adding to the customer database. 17. The sales support system according to claim 13, wherein the sales target is an insurance product. 18. A sales support method for supporting sales of a sales target, comprising: managing sales target information and agency information of an agent supporting a customer who has purchased the sales target; Providing information on the sales target and the agency, selecting the sales target and the agency, acquiring customer information that is information on the customer, establishing a sales contract for the sales target, and subjecting the sales contract to Is changed to the selected agency, which is the selected agency, and the customer information is notified to the agency and the customer is notified that the selected agency is the subject of the sales contract. How to help. 19. The method as claimed in claim 19, wherein when the sales contract for the sales target is not established, the subject of the sales contract is changed to the selected agency and the customer information is notified to the selected agency. 18. The sales support method according to 18. 20. A recording medium storing a computer-executable program, wherein the program provides a customer terminal with the information on the sale target and allows the customer to select a sale target. An agent providing unit that provides information of the agency to the customer terminal and allows the customer to select an agency; and obtains customer information on the customer and a selected agency selected by the customer via the customer terminal. And a notifying unit for notifying the selected agent of the sales target selected by the customer and the customer information.