JP2002297879A - Customer identification method, customer identification program and customer identification system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a customer identification method, a customer identification program and a customer identification system having superior security protection function, and provide a customer identification method, a customer identification program and a customer identification system capable of quickly grasping customer information. SOLUTION: This customer identification system 1 is constituted of a receiving part 5 for receiving a customer specifying condition transmitted from a user terminal 3 connected to a network 2, a detecting part 6 for detecting attention and monitoring information to the customer from data bases 7a, 7b, 7c storing customer information according to the received customer specifying condition, and a reply part 8 for replying the detected attention and monitoring information to the user terminal 3.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

The present invention relates to a customer identification method, a customer identification program, and a customer identification system for distributing identified customer information to user terminals using a network.

[0002]

2. Description of the Related Art Conventionally, a customer list describing customer information such as a customer's name, name, address, telephone number, etc.
It is indispensable for product sales and sales operations.

[0003] In addition to the above-mentioned information for specifying a customer, the customer list also includes cautionary information such as the presence or absence of accounts receivable and a complaint.

[0004] Therefore, by referring to this customer list, even a salesperson or a salesperson who is not in charge of the customer,
The customer can be contacted without any trouble.

[0005]

By the way, the above-mentioned customer list is one of important information in merchandise sales business and sales business. Therefore, it is not an exaggeration to say that the customer list is a secret matter inside a company such as a company or a store. Above all, a list in which only cautionary information is described is generally called a blacklist, and since information on customers who need attention is described, it is necessary to avoid situations where the information leaks outside the company as much as possible.

However, in the conventional customer list, since the above-mentioned customer information and caution information are put together, if the customer list is seen by a person other than those concerned,
There was a risk that the contents would be immediately grasped.

SUMMARY OF THE INVENTION The present invention has been made in view of the above-mentioned problems, and has as its object to provide a customer identification method, a customer identification program, and a customer identification system having an excellent security function. Is to do.

Another object of the present invention is to provide a customer identification method, a customer identification program, and a customer identification system capable of quickly grasping customer information.

[0009]

The present invention employs the following means in order to solve the above-mentioned problems.

[0010] A customer identification method according to the present invention comprises the steps of: receiving a customer identification condition transmitted from a user terminal connected to a network; and transmitting attention information to the customer from a database storing customer information based on the received customer identification condition. And returning the detected attention information to the user terminal. The caution information includes the content and number of complaints filed by the customer. Further, in addition to the above contents, it is also possible to include accounts receivable information generated by a commodity transaction with a customer.

[0011] With this configuration, even a person other than the person in charge of the customer can easily and quickly obtain various information of the customer.

Further, since the user terminal and the customer information management server are connected via the network, any user terminal having a network connection function can be connected to the customer terminal regardless of time and place. Information can be obtained. For example, even when going out for business, it is possible to go out without carrying the customer list.

This eliminates the trouble of carrying around the customer list, and eliminates the risk of losing the customer list or being seen by others.

[0014] Further, the customer identification method of the present invention may include a step of determining the suitability rank of the customer based on the detected attention information.

[0015] This is based on cautionary information such as "This customer has many complaints about the product and the last receivable is still left." And ranking.

As described above, by judging the suitability rank of a customer as a customer, it is possible to quickly recognize how to deal with the customer without previously knowing the customer. Can be.

Still further, it is more preferable that the customer identification method of the present invention has a step of determining an appropriate rank as a customer. In this step, for example, a color corresponding to the suitability rank of the customer is given as encryption.

To give a specific example, to indicate a customer to be a customer, the display color displayed on the display means is "blue".
In order to indicate customers who need attention, for example, the number of complaints is slightly large, set the display color to "yellow". An example of setting the color to “red” is given. The display means may be a display using a cathode ray tube, a liquid crystal display, or a printer capable of printing display contents.
In the present invention, since the colors are associated with each of the suitability ranks, it goes without saying that the above-mentioned display means can perform color display.

Further, according to the customer identification method of the present invention, a title can be given as a code to determine the suitability rank of a customer.

For example, to show a customer who should become a specialty customer, use “hon” as a title, and to show a customer who needs attention such as a slightly large number of complaints, use “sama” as a title. An example of using "san" to indicate a customer who needs considerable attention, such as a large number of claims and a lot of accounts receivable, can be given. Of course, it is also possible to use in combination with the above-mentioned colors.

As described above, by identifying the suitability ranking of the customer by the color or the title, the rules of the customer list among the related parties can be set. In other words, only the stakeholders can understand the suitability of the customer,
There is no risk of information leaking outside.

Further, according to the present invention, there is provided a step of receiving a customer specifying condition transmitted from a user terminal connected to a network, and detecting attention information for the customer from a database storing the customer information based on the received customer specifying condition. And a step of returning the detected attention information to the user terminal.

In addition, the present invention provides a receiving means for receiving a customer specifying condition transmitted from a user terminal connected to a network, and a notice information for a customer from a database storing customer information based on the received customer specifying condition. It is also possible to provide a customer identification system using a customer information management server, which has a detecting means for detecting the warning information and a reply means for returning the detected attention information to the user terminal.

In this case, the user terminal includes an input means for inputting the customer specifying condition, a transmitting means for transmitting the input customer specifying condition to the customer information management server, and a customer information returned from the customer management server. It is desirable to have a receiving means for receiving the customer information and a display means for displaying the received customer information.

Further, according to the present invention, a step of inputting a customer specifying condition, a step of retrieving caution information for a customer from a predetermined database storing customer information based on the input customer specifying condition, Encrypting and displaying the information, and identifying the customer in the user terminal.

[0026]

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS The customer identification method of the present invention is suitably applied between a user terminal connected via a network and a customer information management server for managing customer information. Hereinafter, in this specification, the network will be described as the Internet (a data communication network based on TCP / IP).

According to the customer identification method of the present invention, there is provided a step of receiving a customer identification condition transmitted from a user terminal connected to a network, and a notice information for the customer from a database storing customer information based on the received customer identification condition. And returning the detected attention information to the user terminal. Note that the caution information includes complaint information such as the content of the complaint filed by the customer and the number of times, and receivable information generated by merchandise transactions with the customer.

First, an embodiment of a customer identification system to which the above-described customer identification method of the present invention is applied will be described with reference to the drawings. FIG. 1 shows a system configuration diagram of a customer identification system 1 of the present invention.

The customer identification system 1 of the present invention comprises a receiving unit 5 for receiving customer identification conditions transmitted from a user terminal 3 connected to a network 2, and a database in which customer information is stored based on the received customer identification conditions. 7a, 7b,
A detection unit 6 for detecting attention information for the customer from 7c;
Reply section 8 for returning detected attention information to user terminal 3
It is composed of

The user terminal 3 has an input unit 9 for inputting customer specification conditions, a transmission unit 10 for transmitting the input customer specification conditions to the customer information management server 4, and a customer information returned from the customer management server. It comprises a receiving unit 11 for receiving and a display unit 12 for displaying the received customer information.

The input unit 9 includes a keyboard, a mouse,
A touch panel can be used. Further, the display unit 1
For the display device 2, a liquid crystal display or the like is suitably used as long as it is a display device capable of color display, even if it is a cathode ray tube display.

Next, the hardware configuration of the customer information management server 4 of the present invention will be described.

As shown in FIG. 2, the customer information management server 4
Is a ROM (Read) for storing programs and data.
Only Memory 13 and a central processing unit (CPU: Ce) that executes a program stored in ROM 13.
ntral Processing Unit, hereafter C
PU) 14 and a RAM (Random) for temporarily storing programs and data processed by the CPU 14.
Access Memory) 15, a hard disk 16 for storing programs and data processed by the CPU 14, and a communication interface 17 for transmitting and receiving communication data via the network 2 shown in FIG. 18.

The hard disk 16 has a good customer information database 7a and a normal customer information database 7a.
b and an inferior customer information database 7c. The customer information stored in the database 7 includes a customer's name (company name if a company), address, telephone number, transaction details, and the like.

With such a hardware configuration, the CPU 14 of the customer information management server 4 transmits and receives information to and from the user terminal 3 via the communication interface 17 and the network 2.

Next, prior to describing the customer identification method on the customer information management server 4 side and the flow of the customer identification system 1 according to the present invention, a step of determining the suitability rank of the customer based on the detected attention information; The process of identifying a customer whose suitability rank has been determined will be described.

These steps are performed together with the hard disk 16
This is performed before the customer information is stored in the customer information database 7 provided therein, and the customer information is stored in the customer information database 7 through this process.

The customer information database 7 contains the customer's name, address, telephone number, transaction details and other caution information in advance. These pieces of information are passed through a step of determining the suitability rank of the customer based on the detected attention information and a step of encrypting the customer whose suitability rank has been determined, as shown in FIG. 12, the display color when displayed on the display 12 and the title of the customer are stored in association with each other.

As an example of color encryption, the display color is "blue" to indicate a customer who should be a good customer, and the display color is "yellow" to indicate a customer who needs attention such as a slightly large number of complaints. In order to indicate a customer who needs considerable attention, such as a large number of claims and a lot of accounts receivable, an example in which the display color is "red" is given.

As an example of encryption using a title, in order to indicate a customer who should be a good customer, the title "Dono" is used.
To indicate a customer that needs attention, such as a relatively large number of complaints, use “sama” in the title, and use “ "San". Of course, it is also possible to use in combination with the above-mentioned colors.

Next, the flow of the customer identification method and the customer identification system 1 on the customer information management server 4 side of the present invention based on the above-described configuration will be described with reference to the flowchart shown in FIG.

First, the customer information management server 4 waits for reception of a customer specifying condition transmitted from the user terminal 3 via the network 2 (S01). The customer identification conditions here are
Any person such as a customer's name, address, telephone number, customer number, or customer identification code may be used.

Next, the customer information management server 4 receives the customer specifying condition transmitted from the user terminal 3 (S0).
2). Then, the customer information associated with the condition is detected from the customer information database 7 (S03). Here, the information of the good customer is detected from the good customer information database 7a, the information of the ordinary customer is detected from the ordinary customer information database 7b, and the information of the inferior customer is detected from the inferior customer information database 7c.

Then, the customer information management server 4 transmits the detected customer information to the user terminal 3 (S04). The customer information transmitted to the user terminal 3 is displayed in a state where the suitability rank of the customer is given, that is, in a state where the display colors and the titles on the display screen are based on the suitability rank.

Thus, even a person other than the person in charge of the customer can easily and quickly obtain various information of the customer.

Further, since the user terminal 3 and the customer information management server 4 are connected via the network 2, the user terminal 3 having a network connection function is not limited to time and place. Customer information can be obtained from the user terminal 3. For example, even when going out for business, it is possible to go out without carrying the customer list.

As a result, the trouble of carrying the customer list is eliminated, and the customer list is not lost, and there is no danger of being seen by others.

Also, in the present embodiment, the present invention has been described with the customer identification method as a customer identification system. However, the present invention provides a step of receiving a customer specifying condition transmitted from a user terminal connected to a network, A customer identification program by a customer information management server having a step of detecting attention information for the customer from a database in which customer information is stored based on the received customer identification condition, and a step of returning the detected attention information to the user terminal. You can also.

In addition, according to the present invention, a step of inputting a customer specification condition, a step of searching for a caution information for the customer from a predetermined database storing the customer information based on the input customer specification condition, Encrypting the caution information and displaying the caution information.

[0050]

According to the customer identification method, the customer identification program, and the customer identification system of the present invention, it is possible to provide a customer identification method, a customer identification program, and a customer identification system having an excellent security function.

Further, according to the customer identification method, customer identification program, and customer identification system of the present invention, it is possible to provide a customer identification method, a customer identification program, and a customer identification system capable of quickly grasping customer information. Becomes

[Brief description of the drawings]

FIG. 1 shows a system configuration diagram of a telephone number information distribution method of the present invention.

FIG. 2 shows a hardware configuration diagram of a telephone number information management server.

FIG. 3 shows a flowchart of a customer identification method procedure according to the embodiment of the present invention.

FIG. 4 shows a conceptual diagram of a customer information database according to the embodiment of the present invention.

[Explanation of symbols]

 DESCRIPTION OF SYMBOLS 1 Customer identification system 2 Network 3 User terminal 4 Customer information management server 5 Receiving part 6 Detecting part 7 Customer information database 8 Reply part 9 Input part 10 Transmitting part 11 Receiving part 12 Display part 13 ROM 14 Central processing unit (CPU) 15 RAM 16 Hard disk 17 Communication interface 18 Bus

Continuation of the front page F term (reference) 5B075 KK07 KK13 KK33 KK37 ND03 ND20 ND23 ND34 NR02 NR20 PQ02 PQ05 PQ23 UU08 5J104 AA07 KA01 MA01

Claims (11)

[Claims] 1. A step of receiving a customer specifying condition transmitted from a user terminal connected to a network; a step of detecting attention information for a customer from a database storing customer information based on the received customer specifying condition; Returning the detected attention information to the user terminal. 2. The method according to claim 1, further comprising the step of determining an appropriate rank of the customer based on the detected attention information. 3. The method according to claim 2, further comprising the step of encrypting the determined suitability rank of the customer. 4. The customer identification method by the customer information management server according to claim 3, wherein, in the encrypting step, a color corresponding to the suitability rank of the customer is given as encryption. 5. The method according to claim 3, wherein in the encrypting step, a title corresponding to the appropriate rank of the customer is given as encryption. 6. The method according to claim 1, wherein the notice information includes the content and number of complaints filed by the customer. 7. The customer identification method by the customer information management server according to claim 1, wherein the notice information includes information on accounts receivable generated by a commodity transaction with the customer. 8. A step of receiving a customer specifying condition transmitted from a user terminal connected to a network, a step of detecting attention information for the customer from a database storing customer information based on the received customer specifying condition, Returning the detected attention information to the user terminal. 9. A receiving means for receiving a customer specifying condition transmitted from a user terminal connected to a network, and a detecting means for detecting attention information for a customer from a database storing customer information based on the received customer specifying condition. And a reply means for returning the detected attention information to the user terminal. 10. The user terminal according to claim 9, wherein: input means for inputting a customer specifying condition; transmitting means for transmitting the input customer specifying condition to said customer information management server; A customer identification system using a customer information management server, comprising: a receiving unit that receives the received customer information; and a display unit that displays the received customer information. 11. A step of inputting customer identification conditions, a step of searching for customer attention information from a predetermined database storing customer information based on the inputted customer identification conditions, and encrypting the retrieved attention information. Step to display
Customer identification method in a user terminal having a password.