JP2004295664A - Visit-supporting system, device and method, as well as program thereof - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a visit-supporting system, device and method as well as program thereof for supporting efficient visit work. <P>SOLUTION: A person, in charge of visiting, accesses a visiting management device 100 by using a visit staff's terminal 200, after the completion of the visiting and registers a report on visit completion. The management device 100 grasps the current position and a moving means of the visit staff, and selects the moving destination to which the person in charge should next visit, based on the grasped facts. The management device 100 presents map information to the visiting destination and information regarding the selected visiting destination to the staff's terminal 200. Priority of the visit is determined, based on the relation with the customer, and next destination of visit is selected, based on the priority when selecting the visiting destination. <P>COPYRIGHT: (C)2005,JPO&NCIPI

Description

[0001]
TECHNICAL FIELD OF THE INVENTION
The present invention relates to a visiting support system, an apparatus and a method, and a program.
[0002]
[Prior art]
Sales activities are traditionally conducted to visit new customers individually to develop new customers and maintain relationships with business partners.
[0003]
In such a visiting operation, there are a case where a visit schedule is determined in advance with a customer and a case where a customer is visited regularly. When the visit schedule is determined, the scheduled visit date and time can be determined in advance. However, there are cases where the negotiation time at the visit destination cannot be predicted, and it is difficult to make a strict schedule. In addition, since a visit scheduled to be visited with a customer is prioritized, a regular visit is performed by visiting a customer near the patrol destination when free time occurs. Therefore, it was difficult to make a regular visit. Therefore, it is often difficult to make a visit according to a preset schedule, and the person in charge must determine the next place to visit by referring to a map at a tour destination, which is complicated and hinders work efficiency. Was something.
[0004]
A method of an information system using information on negotiations is described in, for example, Patent Document 1. Here, by presenting the customer information to the mobile communication information terminal device possessed by the seller, it is possible to promptly respond to various requests from the customer, and at the same time, the manager who manages the seller receives the information of the seller. It is also possible to understand sales activities. However, the visit schedule was not managed.
[0005]
[Patent Document 1]
JP-A-2003-058696
[0006]
[Problems to be solved by the invention]
The present invention has been made in view of the above situation, and has as its object to provide a visit support system, an apparatus, a method, and a program for supporting an efficient visit operation.
[0007]
[Means for Solving the Problems]
In order to achieve the above object, a visit support system according to a first aspect of the present invention is a visit support system in which a visit management device and a person in charge terminal are connected via a communication network,
The visit management device,
Visit information storage means for correlating and storing information on the visit schedule, information on the customer, and information on the visitor,
Map information storage means for storing map information of the visit target area;
Via the communication network, result information receiving means for receiving information indicating the visit result of the visit person from the person in charge terminal,
Visit information determining means for determining the next visit to be visited by the visitor based on the result information received by the result information receiving means and the information stored in the visit information storing means,
A map information acquisition unit configured to acquire map information including a travel route to the visit destination from the map information storage unit based on the visit destination determined by the visit destination determination unit;
Information transmitting means for transmitting the information on the determined visit destination and the acquired map information to the terminal of the person in charge of the visit via the communication network;
It is characterized by having.
[0008]
In order to achieve the above object, a visit support device according to a second aspect of the present invention includes:
A visit information storage unit that associates and accumulates information on the visit schedule, information on the customers visited, and information on the visitor,
A map information storage unit that stores map information including a visit destination indicated in the visit schedule information;
From a terminal used by the visitor, via a communication network, a completion notification receiving unit that receives a visit completion notification by the visitor,
A visit completion notification received by the completion notice receiving unit, and a visit destination determining unit that determines a next visit destination to be visited by the visitor based on the information stored in the visit information storage unit;
A visit that has completed the visit indicated in the visit completion notification, and a map acquisition unit that acquires map information including a route to the determined visit from the map information storage unit,
Information about the customer of the determined visit destination, and the obtained map information, an information transmitting unit that transmits to the terminal of the visitor via the communication network,
A schedule update unit that updates the visit schedule information in response to the determination of the visit destination,
It is characterized by having.
[0009]
In the above visit support device,
The visit destination determination unit determines a visit priority based on the information stored in the visit information storage unit, and based on the determined visit priority, the visit person to be visited next visits. It is desirable to decide ahead.
[0010]
The above visit support device,
It is preferable that the terminal of the visitor further includes a web page providing unit that provides a web page for allowing the visit completion notification to be input. In this case,
The web page providing unit, the visit completion notification, at least, information indicating the completed visit, completion date and time, and provide a web page that allows input of the peripheral information of the visit destination,
The map information storage unit stores the peripheral information included in the visit completion notification received by the completion notification reception unit in association with the map information of the area,
The map acquisition unit, when acquiring the map information, selectively acquires peripheral information associated with the map information,
It is preferable that the information transmitting unit transmits the selectively acquired peripheral information together with the map information to be transmitted.
[0011]
In order to achieve the above object, a program according to a third aspect of the present invention includes:
A computer is caused to function as the visit support device.
[0012]
In order to achieve the above object, a visit support method according to a fourth aspect of the present invention includes:
A visit support method for supporting a visit operation using a computer,
Accumulating information about the visit schedule, information about the customers visited, and information about the visitor;
Accumulating at least map information indicating the vicinity of the visit destination included in the visit schedule;
From a terminal carried by the visitor, at least receiving a visit completion notification indicating a visit destination where the visit has been completed and the completion date and time via a communication network,
Upon receiving the visit completion notification, referencing the visit schedule information, and extracting a schedule for a visitor to be determined,
The visitor may visit at the scheduled visit date and time based on the visit destination and the scheduled visit date and time indicated in the extracted schedule and the completed visit and the completed date and time indicated in the visit completion notification. Determining possible visits;
From the stored map information, acquiring map information including a route indicated by the visit completion notification and the determined visit destination, and
Transmitting the customer information of the determined visit destination and the acquired map information to the terminal of the visitor via the communication network;
It is characterized by having.
[0013]
In the above visit support method,
The visit completion notification includes the peripheral information of the completed visit destination,
The stored map information may be associated with peripheral information included in the received visit completion notification. In this case,
When transmitting the map information to the terminal, it is preferable that the peripheral information of the determined visit destination is selectively transmitted based on the visit date and time.
[0014]
In the above visit support method,
The visit schedule information may include information indicating the type of each visit. In this case,
The step of determining the visit destination may include determining a visit priority based on the type information, and determining a visit destination to be visited next by the visitor based on the determined visit priority. desirable.
[0015]
The above visit support method,
When a visit is determined in the step of determining the visit, the method further includes a step of notifying at least information indicating the person in charge of visit to a terminal used by a customer of the visit via the communication network. Is desirable.
[0016]
In order to achieve the above object, a program according to a fifth aspect of the present invention includes:
The present invention is characterized by causing a computer to execute each step of the visit support method.
[0017]
According to the above invention, the next visit destination to be visited is automatically determined according to the current visit performance of each visit person, and map information up to the next visit destination can be presented. In addition, since the surrounding information of each destination collected at the time of the past visit is selectively presented according to the conditions such as the date and time of the visit, the visit efficiency can be improved.
[0018]
BEST MODE FOR CARRYING OUT THE INVENTION
An embodiment according to the present invention will be described with reference to the drawings. In the present embodiment, for example, a business entity (eg, a company or various organizations; hereinafter, referred to as “business entity R”) that is engaged in sales activities such as product sales is a customer (not only a conventional business partner, An example will be described below in which sales activities are performed by “individual visits” to new customers and potential customers.
[0019]
FIG. 1 is a diagram illustrating a configuration of a “visit support system” according to an embodiment of the present invention. As illustrated, the visit support system 1 according to the present embodiment includes a communication network 10, a visit management device 100, a customer terminal 300, and a visitor terminal 200.
[0020]
The communication network 10 connects the visit management device 100, the visitor terminal 200, and the customer terminal 300 to each other, and based on a predetermined communication protocol (for example, TCP / IP (Transmission Control Protocol / Internet Protocol)). Mediates information communication between As the communication network 10, for example, the Internet can be used.
[0021]
The visit management device 100 is configured by, for example, a computer device such as a mainframe or a workstation managed and operated by the business entity R, and receives various information from the visitor terminal 200 and the customer terminal 300 via the communication network 10. It collects and accumulates and provides various information to them. The detailed configuration of the visit management device 100 will be described later with reference to FIG.
[0022]
The visitor terminal 200 is a terminal device used and carried by a visitor of the business entity R, for example, a general-purpose computer such as a personal computer, a portable information terminal such as a PDA, a mobile communication terminal such as a mobile phone or a PHS, And so on. The visitor terminal 200 has at least a configuration connectable to the communication network 10, and has a configuration capable of browsing web pages and transmitting and receiving e-mails via the communication network 10. .
[0023]
The customer terminal 300 is a terminal device used by a customer of the business entity R, for example, a general-purpose computer such as a personal computer, a portable information terminal (for example, a PDA (Personal Data Assistant), a mobile communication terminal (a mobile phone or a PHS). (Personal Handyphone System))). It is assumed that the customer terminal 300 has at least a configuration connectable to the communication network 10 and has a configuration capable of transmitting and receiving at least e-mail via the communication network 10.
[0024]
Next, the configuration of the visit management device 100 will be described with reference to FIG. FIG. 2 is a block diagram illustrating a configuration of the visit management device 100.
[0025]
As illustrated, the visit management device 100 includes a control unit 110, a communication control unit 120, an input control unit 130, an output control unit 140, a program storage unit 150, and a DB (database) unit 160. Is done.
[0026]
The control unit 110 includes, for example, a CPU (Central Processing Unit) and a predetermined storage device (RAM (Random Access Memory)) serving as a work area, and controls each unit of the visit management device 100. Each of the processes described below is executed based on a predetermined operation program stored in the program storage unit 150.
[0027]
The communication control unit 120 includes, for example, a predetermined communication device such as a predetermined NIC (Network Interface Card), a router, and a modem, connects the visit management device 100 to the communication network 10, and is configured based on a predetermined communication protocol. The communication with the visitor terminal 200 and the customer terminal 300 is performed.
[0028]
The input control unit 130 is connected to a predetermined input device 13 such as a keyboard or a pointing device, and receives an instruction to the control unit 110, information recorded in each database, and the like, which are input from the input device 13. The information is transmitted to the control unit 110.
[0029]
The output control unit 140 is connected to, for example, a predetermined output device 14 such as a display device or a printer, and outputs a processing result of the control unit 110 to the output device 14 as needed.
[0030]
The program storage unit 150 includes a predetermined storage device such as a hard disk device or a ROM (Read Only Memory), and stores various operation programs executed by the control unit 110. The operation programs stored in the program storage unit 150 include, in addition to an arbitrary OS (Operating System: basic software) that controls the basic operation of the visit management device 100, the following processes in cooperation with the OS are implemented. It is assumed that the following operation programs (1) to (5) are included. The processing by the visit management device 100 described later is realized by the control unit 110 executing these operation programs.
(1) “Communication program”: a program that controls the communication control unit 120 and communicates with the visitor terminal 200, the customer terminal 300, and the like via the communication network 10.
(2) “DB control program”: a program that controls the DB unit 160.
(3) “Visit destination determination program”: a program that determines the next visit destination of a visitor based on information received from the visitor terminal 200.
(4) “Web server program”: a program for causing the visit management device 100 to function as a web server, and mainly for providing a web page as an interface when a visitor updates the DB unit 160. , Build and manage websites and create and update various web pages.
(5) "Mail server program": a program for causing the visit management device 100 to function as a mail server, based on information recorded in the DB unit 160 and information acquired from the visitor terminal 200 and the customer terminal 300. To create a predetermined e-mail, transmit the generated e-mail, and manage the received e-mail.
[0031]
The DB unit 160 is composed of, for example, a rewritable storage device such as a semiconductor storage device or a hard disk device, and functions as a database that stores various data used in each process described below in association with each other. In the present embodiment, a plurality of databases as shown in FIG. As illustrated, the DB unit 160 includes a visit schedule DB 161, a customer information DB 162, a person in charge information DB 163, and a map information DB 164. Each DB will be described below.
[0032]
The visit schedule DB 161 stores information indicating a visit schedule by a person in charge of visiting the business entity R. FIG. 4 shows an example of information stored in the visit schedule DB. As illustrated, in the visit schedule DB 161, for example, a “visit schedule management table” is created.
[0033]
The visit schedule management table records the schedule of a door-to-door visit as part of the business activities of the business entity R. That is, as shown in FIG. 4, the visit schedule management table includes, for example, “schedule ID”, “visited customer ID”, “visit type”, “visitor designation”, “visitor ID”, “scheduled visit”. Information such as “date and time” and “field ID” is recorded.
“Schedule ID” is identification information assigned to each visit schedule.
The “visited customer ID” is identification information for specifying a person in charge of the visited place among customer information recorded in a customer information DB 162 described later. The “visit type” is information indicating the type of the visit, and is represented by, for example, “request by customer”, “ongoing negotiations”, “tour visit”, and the like. Here, the “request by the customer” indicates that the visit has been requested by the customer. “Ongoing negotiations” indicates the scheduled visits set in the negotiations at the previous visit. The “tour visit” refers to a regular visit for cultivating a new customer, investigating a demand of an existing customer, and the like.
“Visit member designation” is information indicating whether or not a visitor in charge of the visit is designated in advance, and is indicated by designated “Yes” and “None”.
The “visitor ID” is identification information for specifying a person in charge of the visit among visitor information recorded in the person-in-charge information DB 163 described later. When the “visitor designation” is “present”, the visitor ID of the visitor is recorded. When a visitor is determined in a process described below, the visitor ID of the determined visitor is recorded. In addition, when the visitor is undecided, it is blank.
In the “scheduled visit date and time”, when the visit date and time is set in advance, information indicating the scheduled date and time is recorded.
The “field ID” is information indicating a field in charge of each person in charge among visitor information recorded in the person-in-charge information DB 163 to be described later. The field ID indicating the field in charge of the member is recorded.
[0034]
Registration and update of information in the visit schedule management table are performed at any time. For example, it is assumed that the information is updated by operating the input device 13 of the visit management device 100, and that the visitor can be registered / updated at any time through a web page presented by the visit management device 100 to the visitor terminal 200.
[0035]
The customer information DB 162 stores information about customers visited by the visitor of the business entity R. For example, as shown in FIG. 5, a "customer person information table" or a "affiliation organization information table" Are created.
[0036]
The “customer contact information table” stores information on the visitor on the customer side. As shown in FIG. 5A, for example, “customer ID”, “attribute information”, “contact information” , "History information" and the like are recorded.
“Customer ID” is identification information assigned to each registered customer.
The “attribute information” is various kinds of information indicating attributes related to the customer (that is, a visitor on the customer side), and is, for example, information such as a name, an organization to which the customer is in charge, and a post. The details of the affiliated organization are recorded in an “affiliated organization information table” described later, and here, a code (ID) indicating the affiliated organization is recorded.
The “contact information” is a record of contact information of the contact person on the customer side, and includes, for example, a telephone number for contacting by telephone and an e-mail address to which an e-mail is sent. Be recorded. In the present embodiment, it is assumed that an address of an e-mail that can be received by the customer terminal 300 used by the customer is recorded as the e-mail address.
“History information” indicates negotiations and transactions that the customer-side person has made with the business entity R so far. The negotiation IDs indicate past negotiations and the transaction IDs indicate past transactions, which are separately prepared. In addition, a product ID indicating a purchased product or the like is recorded.
[0037]
In the “affiliated organization information table”, information on the organization to which the customer contact person recorded in the “customer contact information table” belongs is recorded. That is, as shown in FIG. 5B, for example, “organization ID”, “name”, “contact information”, “related information”, and the like are recorded.
“Organization ID” is identification information assigned to the organization.
“Name” is information indicating the name of the organization.
The “contact information” records the location of the organization, an area code corresponding to the location, and the like. The area code is, for example, set by the business entity R, and indicates a visitor's visitable area classified by area and indicated by a predetermined code. Therefore, the area code corresponding to the location of the organization is recorded in the column of “contact information”.
“Related information” is useful information for a facility of the organization at the time of a visitor's visit. For example, information such as the presence or absence of a parking lot and the nearest station / bus stop is recorded.
[0038]
The person in charge information DB 163 stores information on the person in charge of visiting the business entity R. For example, as shown in FIG. 6, a "person in charge table" is created.
[0039]
In the “visitor table”, for example, as shown in FIG. 6, “visitor ID”, “attribute information”, “contact information”, “visit result information”, “field ID”, and the like are recorded. .
The “visitor ID” is identification information assigned to a visitor of the business entity R.
The “attribute information” is information indicating the attribute of the person in charge of the visit. For example, information such as a name, a department, a post, a field of responsibility, and a password required when accessing a web page described later is recorded. You.
The “contact information” is information indicating the contact information of the visitor. For example, in addition to the work location (office) location, telephone number, and facsimile number, the “contact information” is used at the visitor terminal 200 used by the visitor. E-mail address.
The “visit record information” indicates a visit history of the person in charge of the visit, and records a schedule ID indicating the visit in charge up to now, information indicating a completed transaction, and the like.
The “field ID” is information indicating the field of charge of the visitor.
[0040]
The map information DB 164 stores at least map information indicating a visitable range of a visitor of the business entity R. In the map information DB 164, for example, as shown in FIG. 7, a "map management table" is created.
[0041]
In the "map management table", the stored map information is classified by region codes. That is, as shown in FIG. 7, “area code”, “map file”, “peripheral information file”, and the like are recorded.
As described above, the “region code” is a code indicating a classification of a visitable region of a visitor.
The “map file” stores an image file or the like indicating map information of an area range corresponding to the “region code” of the record.
The "peripheral information file" is a file in which various types of peripheral information about the area indicated in the map file are recorded. For example, information as shown in FIG. 8 is recorded. That is, as shown in FIG. 8, the "peripheral information file" mainly includes traffic conditions in the area, such as the characteristics of traffic congestion for each day of the week and time, available transportation means, parking lot information, and the like. , Useful information for the visit is recorded. This peripheral information file is transmitted as needed when each visitor transmits a visit report to the visit management device 100 by a process described later.
[0042]
Next, the operation of the visit support system 1 according to the present embodiment will be described below with reference to the drawings. The visit support system 1 according to the present embodiment uses a web page provided by the visit management device 100 as an interface, in which a visitor of the business entity R registers a visit result in the visit management device 100, and registers the visit result in the registered visit result. Based on this, the next visit destination of the visitor is determined and presented.
[0043]
First, the "visit destination determination processing" will be described with reference to the flowchart shown in FIG. Here, the visitor notifies the visit management device 100 of the visit result using the visitor terminal 200, and performs a process for determining the next destination of the visitor based on the notice. The control unit 110 of the visit management device 100 executes the “web server program” stored in the program storage unit 150, thereby generating a “visit report page” that can be accessed only by the visitor of the business entity R. It is assumed that the website to be provided has been established. At the same time, the other operation programs described above are also executed at any time, and the following processing is realized by the cooperation of these programs.
[0044]
When the communication control unit 120 of the visit management device 100 receives a request for a “visit report page” from the visitor terminal 200 via the communication network 10 (step S101), the control unit 110 creates a “visit report page”. , To the requesting visitor terminal 200 (step S102). Here, since access to the “visit report page” is restricted to the person in charge of visiting the business entity R, for example, user authentication is performed via the “user authentication page” as shown in FIG. Here, the requesting visitor is required to enter a visitor ID and a password. When the visitor inputs these from the visitor terminal 200 and transmits them to the visit management device 100, the visit management device 100 performs authentication. If the visitor is a legitimate visitor, a “visit report page” as shown in FIG. 11 is created and transmitted to the requesting visitor terminal 200.
[0045]
As shown in the figure, the “visit report page” displays information indicating the visitor, the contents of the visitor currently visiting, and inquiries about the visit.
[0046]
That is, based on the received visitor ID, the visitor information that the visitor is currently visiting is extracted from the visit schedule table and displayed, and, for example, an alternative selection means such as a radio button or a check box is used. A predetermined inquiry item provided with a plurality of selection means is displayed.
[0047]
More specifically, items for inquiring about the current transportation method of the visitor, the result of the visit, the necessity of the next visit, the schedule after this, the necessity of updating the peripheral information, and the like are displayed.
[0048]
The visitor selects the inquiry item for the negotiation result of the current visit, and presses the “send button” at the bottom of the page to obtain information indicating the selected content (hereinafter referred to as “visit report information”). ) Is transmitted to the visit management device 100. When “update of peripheral information” is selected, an update input page is appropriately transmitted to the visitor terminal 200 according to the item to be updated. The “peripheral information file” recorded in the map information DB 164 is updated by the update input from the visitor terminal 200. Thereby, many visitors can update the peripheral information of the visited place at any time, and the latest information is reflected in the “peripheral information file” stored in the map information DB 164.
[0049]
Upon receiving the visit report information (step S103), the visit management device 100 determines whether or not it is “continue visit” (step S104). That is, it is determined whether or not the visitor is scheduled to visit another destination even after the current visit is completed.
[0050]
If the visit is not continued (step S104: No), the process ends. On the other hand, when the visit is continued (Step S104: Yes), the control unit 110 of the visit management device 100 refers to the visit schedule management table based on the received update information (Step S105), and A search is made for a record indicating "member designation exists" or a record in which the visitor ID of the visitor is already recorded in the "visitor ID" column (step S106). That is, it is determined whether or not there is a visit destination in which the visitor is scheduled as a visitor in advance.
[0051]
Here, when there is a record in which the visitor is specified (step S106: Yes), “visitee information presentation processing” for presenting information on the visitor to the visitor terminal 200 of the visitor (step S106). S300) is executed. Details of the “visit destination information presentation processing” will be described later.
[0052]
On the other hand, when there is no record in which the visitor is specified (Step S106: No), the “visit destination selection process” (Step S200) for selecting the visitor to be visited next by the visitor is executed. . This “visit destination selection processing” will be described with reference to the flowchart shown in FIG.
[0053]
First, the control unit 110 refers to the visit schedule management table and extracts a record in which the “visitor ID” is blank, that is, a visit schedule for which the visitor is undecided (step S201).
[0054]
Next, the control unit 110 refers to the “visit form” in the extracted schedule information of undetermined visitor members and extracts a schedule whose visit schedule is already reserved (step S202). In other words, as the “visit form”, those that are scheduled in advance with the customer, such as “request by customer” or “continuous negotiation”, are extracted.
[0055]
Here, the control unit 110 specifies the customer at each visit indicated in the extracted visit schedule, specifies the location and the area code of the customer-side contact person from the customer information DB 162, and also specifies the current visitor's current Identify the location and region code of the visiting customer. Then, by determining whether or not there is a destination having the same area code as the current destination area code, it is determined whether or not the vehicle can arrive at the scheduled visit time (step S203).
[0056]
Here, for example, it is assumed that the size of the area defined by the area code is fixed, and the maximum travel time in the area is obtained in advance. For example, an area code is set so that a range within a 10-minute walk is a unit area. That is, between the bases having the same area code, the traveling time by foot is approximately 10 minutes at the maximum. In this case, by obtaining the relationship between the walking time and the moving time between the other moving means in advance, it is possible to calculate the approximate maximum moving time in the same area depending on the moving means. By such a method, the approximate travel time from the current visit destination to the visit candidate having the same area code is obtained, and it is determined whether or not the vehicle can arrive by the scheduled visit time.
[0057]
When it is determined that arrival is possible by the scheduled visit time (step S203: Yes), the visitor refers to the field ID recorded in the record of the visit schedule management table and the field ID of the visitor, and determines the visitor. It is determined whether it is possible to be in charge (step S204).
[0058]
If it is determined that the person can be in charge (Step S204: Yes), the visit is determined as the next visit (Step S205), and information on the visit is presented to the visitor terminal 200 of the visitor. Is performed (step S300).
[0059]
On the other hand, if it is determined that it is not possible to arrive at the scheduled visit time (step S203: No), a non-reserved visit schedule is selected from the current visit destination to be the nearest visit destination (step S206). In the same manner as in the above case, it is determined whether or not charge is possible (step S204). If charge is possible, the visit destination is determined as the next visit destination (step S204: Yes, S205), and "visit destination information presentation processing" (step S204). S300) is executed.
[0060]
If it is determined that it is not possible to take charge (step S204: No), it is similarly determined whether there is a plurality of candidates or not, and if there is no case that can take charge, the process ends. In this case, a message such as “not applicable” is transmitted to the visitor terminal 200 of the visitor.
[0061]
Next, the "visit destination information presentation processing" (step S300) will be described with reference to the flowchart shown in FIG. This “visit destination information presentation processing” is executed when it is determined in step S106 that the visitor is designated, and when the next visit is selected in the above “visit destination selection processing”. You.
[0062]
The control unit 110 of the visit management device 100 acquires the customer information of the customer from the customer information DB 162 based on the customer ID indicated in the visit schedule information determined as the next visit destination (Step S301).
[0063]
Next, the control unit 110 specifies a map including a route between the bases from the map information DB 164 based on the area codes of the current visit and the next visit (step S302), and a map information file of the specified map. And a peripheral information file associated therewith (step S303).
[0064]
The control unit 110 extracts the peripheral information corresponding to the current situation from the information included in the acquired peripheral information file based on the current day of the week, time, and the means of transportation of the visitor (step S304).
[0065]
The control unit 110 arranges the acquired visiting customer information, map information, and surrounding information as a “visiting guide page” (for example, a web page) as shown in FIG. 200 (step S305).
[0066]
As shown in FIG. 14, on the “visit destination information page”, the above-mentioned visited customer information, map information, and peripheral information are arranged, and further, a word for inquiring whether or not the visit to this visit is possible is arranged at the bottom of the page. You. More specifically, for example, a selection means such as a radio button for selecting whether or not to visit (“accept” or “deny”) is arranged. Therefore, the visitor operates the visitor terminal 200 to select one of the above radio buttons, and then presses the “send” button. It is transmitted to the visit management device 100.
[0067]
When the visit management device 100 receives the information indicating “approve visit” from the visitor terminal 200 (Step S306: Yes), the visit destination is determined as the next visit destination. Then, the control unit 110 updates the “visitor ID” column of the record of the visit schedule with the visitor ID of the visitor (step S307), and ends the process.
[0068]
On the other hand, if the visitor refuses the visit of the presented visitor (step S306: No), the visitor selecting process is performed again, and the next candidate is selected.
[0069]
Through the above processing, the next visit destination can be known at any time according to the current visit destination of each visitor, and the map information and the peripheral information are also presented.
[0070]
As described above, according to the visit support system according to the above-described embodiment, the visitor to be visited next is automatically selected in response to the visitor registering the visit report in the visit management device 100. Then, it is presented together with the map information indicating the moving route. Therefore, it is possible to know the optimal destination to visit next according to the current location and current time of the visitor, and to efficiently move to the next destination using the presented map information and surrounding information. Can be.
[0071]
Furthermore, when selecting a visit destination, the priority of the visit is taken into consideration, so that a visit at the request of the customer, a visit for ongoing negotiations, and the like are presented preferentially. As a result, important visits can be preferentially performed, which can contribute to maintaining relationships with customers and improving customer reliability.
[0072]
In the above-described embodiment, an example has been described in which information about the next visit is presented to the visitor terminal 200 of the visitor. However, in response to the determination of the next visit, the customer of the visit uses An e-mail as shown in FIG. 15 may be transmitted to the customer terminal 300 to introduce the visitor. This allows the customer at the destination to know in advance the schedule of the visit and the person in charge.
[0073]
Further, in the above embodiment, the case where the visitor is specified in advance, or the case where the visit is related to the request from the customer or the ongoing negotiation is preferentially selected. The determining factors are not limited to these. For example, the priority may be determined based on the past visit result to the planned visitor customer, the scale of the planned negotiation, or the business scale and future potential of the customer.
[0074]
In the above embodiment, the progress status of the negotiation is registered in the visit management device 100. However, such negotiation progress information, the continuation period of the negotiation, or the past order rate of the customer, etc., are registered in the visit management device 100. May be analyzed to determine the maturity of the negotiation. That is, based on the progress information registered for each negotiation, the results of the person in charge of the negotiation, the results of the transaction with the counterpart customer, and the like, it is possible to predict the possibility of the negotiation and to reflect it in the negotiation.
[0075]
The visit management device 100 in the above-described embodiment can be constituted not only by a dedicated device but also by a general-purpose computer device such as a personal computer, for example. In this case, the visit management device 100 is configured by installing a part or all of the program for realizing each of the processes in such a general-purpose computer device and executing the program under control of an OS or the like. Can be. In this case, the program distribution form is arbitrary. For example, it can be distributed via a communication medium (such as the Internet) by being superimposed on a carrier wave as well as being stored and distributed on a recording medium such as a CD-ROM.
[0076]
【The invention's effect】
As described above, according to the present invention, it is possible to provide a visiting support apparatus and method, and a program that are useful for improving the efficiency of visiting work.
[Brief description of the drawings]
FIG. 1 is a diagram showing a configuration of a visit support system according to an embodiment of the present invention.
FIG. 2 is a block diagram showing a configuration of a visit management device shown in FIG.
FIG. 3 is a diagram for explaining each database constituting the database unit shown in FIG. 2;
FIG. 4 is a diagram illustrating an example of information recorded in a “visit schedule DB” illustrated in FIG. 3;
FIG. 5 is a diagram showing an example of information recorded in a “customer information DB” shown in FIG. 3, where (a) shows an example of information recorded in a “customer information table”, and (b) Shows an example of information recorded in the “affiliated organization information table”.
FIG. 6 is a diagram showing an example of information recorded in a “person-in-charge information DB” shown in FIG. 3;
FIG. 7 is a diagram illustrating an example of information recorded in a “map information DB” illustrated in FIG. 3;
8 is a diagram showing an example of a “peripheral information file” recorded in a “map management table” shown in FIG. 7;
FIG. 9 is a flowchart illustrating “visit destination determination processing” according to the embodiment of the present invention.
10 is a diagram showing a display example of a “user authentication page” transmitted in the “visit destination determination process” shown in FIG.
11 is a diagram illustrating a display example of a “visit report page” transmitted in the “visit destination determination process” illustrated in FIG.
FIG. 12 is a flowchart illustrating “visit destination selection processing” according to the embodiment of the present invention.
FIG. 13 is a flowchart illustrating “visit destination information presentation processing” according to the embodiment of the present invention.
FIG. 14 is a diagram illustrating a display example of a “visit destination information page” transmitted in the “visit destination information presentation process” illustrated in FIG. 13;
FIG. 15 is a diagram showing a display example of an electronic mail as an application example of the embodiment of the present invention.
[Explanation of symbols]
1 visit support system
10 Communication network
100 visit management device
200 visitor terminals
300 customer terminal

Claims (10)

A visit support system in which a visit management device and a terminal in charge are connected via a communication network,
The visit management device,
Visit information storage means for correlating and storing information on the visit schedule, information on the customer, and information on the visitor,
Map information storage means for storing map information of the visit target area;
Via the communication network, result information receiving means for receiving information indicating the visit result of the visit person from the person in charge terminal,
Visit information determining means for determining the next visit to be visited by the visitor based on the result information received by the result information receiving means and the information stored in the visit information storing means,
A map information acquisition unit configured to acquire map information including a travel route to the visit destination from the map information storage unit based on the visit destination determined by the visit destination determination unit;
Information transmitting means for transmitting the information on the determined visit destination and the acquired map information to the terminal of the person in charge of the visit via the communication network;
A visit support system comprising: A visit information storage unit that associates and accumulates information on the visit schedule, information on the customers visited, and information on the visitor,
A map information storage unit that stores map information including a visit destination indicated in the visit schedule information;
From a terminal used by the visitor, via a communication network, a completion notification receiving unit that receives a visit completion notification by the visitor,
A visit completion notification received by the completion notice receiving unit, and a visit destination determining unit that determines a next visit destination to be visited by the visitor based on the information stored in the visit information storage unit;
A visit that has completed the visit indicated in the visit completion notification, and a map acquisition unit that acquires map information including a route to the determined visit from the map information storage unit,
Information about the customer of the determined visit destination, and the obtained map information, an information transmitting unit that transmits to the terminal of the visitor via the communication network,
A schedule update unit that updates the visit schedule information in response to the determination of the visit destination,
A visit support device comprising: The visit destination determination unit determines a visit priority based on the information stored in the visit information storage unit, and based on the determined visit priority, the visit person to be visited next visits. Decide ahead,
3. The visit support device according to claim 2, wherein: The terminal of the person in charge of visiting, further comprising a web page providing unit for providing a web page for inputting the notice of completion of the visit,
The web page providing unit, the visit completion notification, at least, information indicating the completed visit, completion date and time, and provide a web page that allows input of the peripheral information of the visit destination,
The map information storage unit stores the peripheral information included in the visit completion notification received by the completion notification reception unit in association with the map information of the area,
The map acquisition unit, when acquiring the map information, selectively acquires peripheral information associated with the map information,
The information transmitting unit transmits the selectively acquired peripheral information together with the map information to be transmitted,
The visit support device according to claim 2 or 3, wherein: A program for causing a computer to function as the visit support device according to claim 2. A visit support method for supporting a visit operation using a computer,
Accumulating information about the visit schedule, information about the customers visited, and information about the visitor;
Accumulating at least map information indicating the vicinity of the visit destination included in the visit schedule;
From a terminal carried by the visitor, at least receiving a visit completion notification indicating a visit destination where the visit has been completed and the completion date and time via a communication network,
Upon receiving the visit completion notification, referencing the visit schedule information, and extracting a schedule for a visitor to be determined,
The visitor may visit at the scheduled visit date and time based on the visit destination and the scheduled visit date and time indicated in the extracted schedule and the completed visit and the completed date and time indicated in the visit completion notification. Determining possible visits;
From the stored map information, acquiring map information including a route indicated by the visit completion notification and the determined visit destination, and
Transmitting the customer information of the determined visit destination and the acquired map information to the terminal of the visitor via the communication network;
A visit support method, comprising: The visit completion notification includes the peripheral information of the completed visit destination,
The stored map information is associated with the peripheral information included in the received visit completion notification,
When transmitting the map information to the terminal, based on the visit date and time, the peripheral information of the determined visit destination is selectively transmitted,
7. The visit support method according to claim 6, wherein: The visit schedule information includes information indicating a type of each visit,
The step of determining the visit destination determines a visit priority based on the type information, and based on the determined visit priority, the visitor determines a visit destination to be visited next,
The visit support method according to claim 6 or 7, wherein: When a visit is determined in the step of determining the visit, the method further comprises, at least, a step of notifying information indicating the person in charge of visit to a terminal used by a customer of the visit via the communication network,
The visit support method according to any one of claims 6 to 8, wherein: A program for causing a computer to execute each step of the visit support method according to any one of claims 6 to 9.

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