JP2004326617A - Customer information processing program and method - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a customer information processing program and method to easily extract and summarize the customer names out of the abundant volume of activity record data which are daily and naturally stored by many people in a company although their descriptions are ambiguous. <P>SOLUTION: In this program P, information about customers in activity record data D<SB>0</SB>inputted as necessary to a computer 7 without deciding a special input format is used to make the computer 7 create a processing field 10 with customer contact information recorded therein, extract information 11a and 11b about each customer out of the customer contact information, and create a customer identification database D<SB>1</SB>which is configured to organize the activity record data D<SB>0</SB>for each customer 6. Then, in this program P, a customer name conversion table 12 to clarify a relation between formal name 15 of each customer 6 to make a deal, stored in the computer 7, and its ambiguous name 16, is used to make the computer convert the ambiguous name of the customer 6 recorded in the field 10 for processing into the formal name, and extract information associated with each customer 6. <P>COPYRIGHT: (C)2005,JPO&NCIPI

Description

[0001]
TECHNICAL FIELD OF THE INVENTION
The present invention relates to a customer information organizing program and a customer information organizing method.
[0002]
[Prior art]
[Patent Document 1] JP-A-7-192053
[Patent Document 2] JP-A-7-141391
2. Description of the Related Art Conventionally, transactions with customers in all types of industries require quick responses to customer needs. That is, it is necessary to grasp customer needs as quickly and accurately as possible and to continue to provide appropriate services in order to maintain and improve good relationships with customers.
[0003]
For this reason, today, various media such as newspapers and the Internet are used to ascertain customer needs. However, in order to ascertain more accurate necessary information, sales representatives who have the most contact with customers are required. It is conceivable to collect information through the person in charge. Therefore, each sales representative actively records the customer's needs that he or she felt by interacting with the customer, and by using information processing technology to provide accurate services that meet the needs of the times. There is a method.
[0004]
[Problems to be solved by the invention]
However, it is expected that it will be difficult for salespeople to collect customer needs because salespeople generally feel hesitant about making their sales information public. .
[0005]
In addition, we analyze the "contact information" about who among all employees, including sales representatives, who made contact with which customer, from the schedule information and daily report information that is naturally accumulated every day, and analyze that information. Although it is conceivable that sales representatives share the schedule, there are various ways of describing the schedule by each sales representative, and since ambiguous expressions are frequently used, it has been extremely difficult to summarize the schedule.
[0006]
In view of this, the invention of Patent Document 1 discloses that a rule (internal rule) regarding an input method is determined in advance and a customer name is accurately input. In addition, in the case where input according to internal regulations is not thoroughly performed, a process / work called “name merging” is performed in which a plurality of pieces of information input for the same customer are analyzed using a word dictionary or the like and the same customer is aggregated. It is shown. In other words, it is conceived that by setting a detailed rule or mechanism of input as an internal rule, activity record data that can be easily analyzed in a later process is left.
[0007]
However, there is a problem in that if there are internal rules regarding the input method for recording daily reports and schedules of sales activities, it takes a long time to learn new rules, which places a heavy burden on sales staff. Also, the more complicated the time-consuming information inputting work is, the more the sales representative has to avoid it and postpones the inputting operation itself. That is, it is possible that sufficient results cannot be obtained. In addition, there has been a problem that a huge amount of activity record data input so far is wasted.
[0008]
Furthermore, the activity record data input as appropriate without defining a special input format can be analyzed using an advanced Japanese processing technology to analyze the ambiguous record input by the sales representative, and collect it as information for each customer. Conceivable. However, this not only requires the use of very expensive search engines with high-performance linguistic processing capabilities, but also computer-based linguistic processing is not yet accurate enough to provide data on any human customer. What could be easily judged, but it was difficult for a computer. In addition, ambiguous records entered by sales representatives did not follow the correct grammar and were often unable to be parsed.
[0009]
The present invention has been made in view of the above-mentioned matters, and its purpose is, although it is an ambiguous description, from a rich amount of activity record data naturally accumulated by many people in the company every day. An object of the present invention is to provide a customer information organizing program and a customer information organizing method capable of easily extracting and consolidating customer names.
[0010]
[Means for Solving the Problems]
In order to achieve the above object, the customer information organizing program of the present invention provides a computer with customer contact information by using information about a customer in activity record data that is appropriately input without defining a special input format in the computer. A program for creating a recorded processing field, extracting information about each customer from the customer contact information, and creating a customer identification database that organizes activity record data for each customer. Using a customer name conversion table stored in a computer to clarify the relationship between the official name of each customer who transacts and the ambiguous name, and formalizing the ambiguous name of the customer recorded in the processing field in the computer. It is characterized in that information about each customer is extracted after being converted into a name. (Claim 1)
[0011]
Therefore, by using the present invention, an ambiguous customer name input by a sales representative or the like is mechanically converted into a full customer name. Further, the search and conversion of the character string can be easily performed by a simple program for the computer. In other words, by extracting information about each customer, we analyze customers who have been able to respond sufficiently to sales from the past and customers who have not responded sufficiently, and clarify the causes to improve sales activities. Can be achieved.
[0012]
In addition, since no special input format is defined for activity record data, employees such as sales staff can accumulate activity record data in exactly the same way as before, placing a heavy burden on input work. There is no. Furthermore, it is possible to collectively extract information about each customer by utilizing the abundant activity record data that is naturally accumulated daily and the vast amount of activity record data that is already abundantly accumulated. It is also possible to make effective use of the activity record data.
[0013]
Note that, for example, an input rule that does not burden the employee may be defined, such as entering the customer name at the beginning of the activity record data or separately entering the activity record data when visiting a plurality of customers. Needless to say.
[0014]
If the field in which the information on the customer is recorded in the activity record data is a field indicating the purpose and destination managed by the employee's schedule system or daily report management system (claim 2), Even if no input format is defined, the contact information for each customer is reliably extracted because the character string indicating the customer name required as activity record data is almost certainly included in the fields indicating the purpose and destination. be able to.
[0015]
When the computer includes a character conversion process for causing a computer to convert a character or a character string in the processing field to another character or a character string (claim 3), the characters or character strings can be unified. The unique expression of each employee can be standardized.
[0016]
Character deletion for causing the computer to delete unnecessary characters or unnecessary character strings in the processing field using a deletion table in which unnecessary characters or unnecessary character strings that can be deleted in the processing field stored in the computer are recorded. In the case where processing is included (claim 4), the customer name can be positioned at the beginning of the processing field by deleting unnecessary characters and unnecessary character strings included in the processing field, and the customer name can be processed. Since it is located at the beginning of the processing field, it is possible to easily extract information on each customer using a character string of a predetermined number of characters from the beginning of the processing field as a key, and to sort by customer name.
[0017]
The customer name conversion table records a customer code assigned in accordance with the formal name of the customer, and a customer code field for recording the customer code on a computer in a process of converting the vague name of the customer into the formal name. In the case where the information is created (claim 5), information on the customer can be easily extracted by using the customer code.
[0018]
In the process of causing the computer to convert the vague name of the customer into a formal name, if there is no formal name corresponding to the customer name conversion table, a character string having a predetermined number of characters from the beginning of the character string left in the processing field is converted to a temporary customer. If a non-identifiable database is created by creating a customer code field set to blank and creating a blank customer code field (claim 6), a new customer or a customer described in an ambiguous name that is not in the customer name conversion table Information can be organized and summarized for each customer.
[0019]
The computer displays a non-conversion list showing temporary customer names in a list in descending order of the number of cases from the non-identifiable database, and based on the non-conversion list, the operator uses the conversion record in the activity record data corresponding to the official name of the customer. The character string representing the customer name of the customer can be input to the computer, and the character string input to the computer is added to the customer name conversion table in association with the formal name of the corresponding customer as a vague name of the customer. In the case where all the relevant activity record data in the non-identifiable database is migrated to the customer identification database (claim 7), the data in the non-identifiable database is migrated to the customer identification database to collect data relating to the same customer. And the customer name conversion table has been enhanced to identify this name from next time. That.
[0020]
Since the list of non-convertible customers lists temporary customer names in descending order of the number of cases, the operator can efficiently convert temporary customer names into official customer names by processing them in order from the list of non-convertible customers. it can. Further, since it is easy for the operator to associate the formal name with the temporary customer name, the vague name of the customer can be easily associated with the formal name and input.
[0021]
The computer displays a name candidate list showing a list of characters close to the character string indicating the official name of the customer from among the character strings indicating the provisional customer name, and the operator indicates the provisional customer name in the name candidate list. By specifying a character string, a character string representing the customer name in the activity record data corresponding to the formal name of the customer can be input to the computer, and this character string input to the computer is converted to the vague name of the customer. In order to additionally register in the customer name conversion table in association with the formal name of the corresponding customer and to migrate all applicable activity record data in the unidentifiable database to the customer identification database (claim 8), To the customer identification database to collect data about the same customer, and to enhance the customer name conversion table, Al can identify this designation. Further, the operator can easily associate a vague customer name with a formal name and input the name simply by specifying a character string indicating a temporary customer name from the name candidate list, thereby simplifying the operation.
[0022]
In the name candidate list, whether the character string indicating the provisional customer name is close to the character string indicating the official name of the customer is determined by dividing the provisional customer name into characters, and each character code is set in the customer name conversion table in that order. Can be listed as name candidates in association with those included in the official name of the customer.
[0023]
From the indistinguishable database, a computer displays a non-convertible list showing a list of temporary customer names in descending order of the number of cases, and based on the non-convertible list, the operator specifies a character or character string to be deleted, When the character or character string input to the computer can be added to the deletion table as an unnecessary character or unnecessary character string (claim 9), the customer name input by the employee can be used. Unrelated unnecessary characters or unnecessary character strings can be easily determined, and can be additionally registered in the deletion table. As a result, the content of the deletion table can be enhanced and the conversion to the official name of the customer can be performed more reliably.
[0024]
The method for organizing customer information of the present invention is a processing field in which customer contact information is recorded in a computer by using information about a customer in activity record data that is appropriately input without defining a special input format in the computer. And extracting information about each customer from the customer contact information to create a customer identification database for organizing activity record data for each customer. After converting a customer name conversion table that clarifies the relationship with the customer name, and using this customer name conversion table to convert the vague name of the customer recorded in the processing field into a formal name, It is characterized by extracting information. (Claim 10)
[0025]
That is, the present invention can be realized not only by implementing the above-described series of procedures in a computer as a customer information organizing program, but also by using a general-purpose spreadsheet program to convert, search, and sort characters or character strings. The processing may be realized by causing a computer to sequentially perform processing or the like by inputting a command or the like.
[0026]
BEST MODE FOR CARRYING OUT THE INVENTION
FIG. 1 is a diagram conceptually showing an example of an overall configuration for explaining a customer information organizing program and a customer information organizing method of the present invention.
In FIG. 1, reference numeral 1 denotes activity record data D relating to sales of a company. ₀ (For example, schedule data), the activity record data D in each branch. ₀ , Databases DBa, DBb,..., And terminals 4a, 4b... Used by sales representatives 3a, 3b. Has a network 5 such as an intranet or the Internet that enables transmission of schedule data of business activities from the management server 2 to the management servers 2a, 2b.
[0027]
Reference numeral 6 denotes a customer to be sold. Since the customer 6 is a person in charge of various companies, the customer 6 is referred to as a company 6 in the following description. However, the present invention is not limited to the customer being a company, and the customer may be an individual including an individual person in charge at each company. In the following description, each sales representative 3a, 3b,... May be collectively referred to as a sales representative 3 that contacts the company 6. Then, the activity recording system 1 having the above-described configuration stores the schedule data of the sales activities of each sales representative 3 for each company 6. ₀ In the databases DBa, DBb,.
[0028]
Reference numeral 7 denotes a processing computer which can be connected to the network 5. In the processing computer 7, a customer information organizing program P is input. This customer information organizing program P uses a computer 7 to send activity record data D from each management server 2a, 2b... Using each database DBa, DBb. ₀ And by properly processing this, the customer identification database D ₁ , Unidentifiable database D ₂ And error database D ₃ Is formed.
[0029]
7a is a display unit of the computer 7, 7b is an input unit such as a keyboard, and 7c is an output unit such as a printer. Reference numeral 8 denotes an operator of the computer 7. ₀ ~ D ₃ Is also the administrator who manages In addition, the manager 8 uses the display contents on the display unit 7a and the visit list for each customer (visit list for each customer) 9 output by using the printer 7c to determine how much sales activities are performed for each company 6. Judgment, thereby making it possible to carry out effective and efficient sales activities so that comprehensive judgment is made and the customer (company) needs are sufficiently understood and appropriate measures are taken.
[0030]
2 to 4 show the activity record data D. ₀ Is a diagram illustrating a series of operations of the customer information organizing program P until the customer information organizing program P is output, and FIG. 5 to FIG. 8 show data of each data generated by the operation of the customer information organizing program P. It is a figure showing an example.
[0031]
In FIG. 2, Sa is the activity record data D. ₀ Is input from each of the databases DBa, DBb... To input various customer contact information (name, date and time, subject or purpose, place or destination, remarks, etc. of the sales representative 3 in charge), for example, the purpose (subject) and the place ( First processing 10 for performing character conversion for unification of characters, deletion of time notation, and the like from the field indicating the destination is a processing field generated by the first processing Sa. Further, the first process Sa can be divided into the processes of steps S1 and S2 shown in FIG.
[0032]
In FIG. 4, step S1 is a step of downloading customer contact information by accessing the server 2 via the network 5 or the like, allocating the fields 11a, 11b,... And adding a processing field 10. 5 is the activity record data D input by the processing in step S1. ₀ 5 shows an example in which the processing field 10 is created using the.
[0033]
As shown in FIG. 5, in the processing of step S1, the contents added to the processing field 10 are the contents of the following fields 11a and 11b indicating the purpose (including the subject and the like) and the destination (including the place and remarks). (Xxx, yyy, aaa, bbb) are integrated by inserting a double-byte blank between them.
[0034]
That is, each salesperson records the name of the company 6 (customer) who contacts either the purpose (subject) or the destination (location or remarks) when recording the schedule data. In 10, the company name (customer name) is almost certainly input.
[0035]
Then, the next step S2 is a step of deleting uppercase conversion and time notation in the processing field 10. That is, for example, a process of converting half-width characters to full-width characters, lower-case letters to upper-case letters, conversion of "-(long note)" to "-(minus)", and deletion of time notation (10:00, 10:00, etc.). By doing so, the expression can be unified by mechanical character conversion processing or character deletion processing.
[0036]
Returning to FIG. 2 again, reference numeral 12 denotes a company name (customer name) conversion table for clarifying the relationship between the official name of each trading company 6 stored in the computer 7 and its ambiguous name, and Sb denotes a company name conversion table 12 Is used to convert an ambiguous name (hereinafter referred to as an ambiguous company name) relating to a company in the processing field 10 into a formal name (hereinafter referred to as a formal company name) and a corresponding company (customer) code. , 13 is a company code field that records the company code obtained in the second process Sb, and 14 is a company name (customer name) that records the formal company name converted in the second process Sb. Name) field. The second process Sb can be divided into the processes of steps S3 to S6 shown in FIG.
[0037]
In FIG. 4, step S3 is a step of converting the ambiguous company name in the processing field 10 into a formal company name. More specifically, in the data of the processing field 10, the company name conversion table 12 Check if the recorded name exists in. The company name conversion table 12 used at this time is, for example, as shown in FIG.
[0038]
In FIG. 6, 15 is a formal company name field indicating a formal company name, 16 (16a, 16b...) Is a name field for recording at least one name corresponding to each formal company name as an ambiguous company name, and 17 is a formal company name Is a company code field for recording a company code corresponding to. The name field 16 contains an ambiguous name of each company 6 recorded by each sales representative 3 as schedule data. Usually, there are a plurality of names corresponding to one formal company name. The company code recorded in the company code field 17 is for the computer 7 to identify each company 6, and a code that does not overlap with other companies is recorded.
[0039]
Step S4 is a step for judging whether or not the conversion into the formal company name has been completed using the company name conversion table 12. Then, if it can be converted to the formal company name, step S5 is executed, and if it cannot be converted to the formal company name, the process jumps to step S6.
[0040]
Step S5 is a company (customer) name identification database D ₁ Is the step of creating That is, in addition to the customer contact information already input, a company name identification database D having the processing field 10, a company code field 13 and a company name field 14 added for recording the company code. ₁ Create The company name identification database D created here ₁ In the above, the company code is set in the company code field 13, and the formal company name converted in step S3 is set in the company name field 14.
[0041]
On the other hand, in step S5, the indistinguishable database D ₂ Is the step of creating That is, in addition to the customer contact information already input, the non-identifiable database D having the processing field 10 and the company code field 13 and the company name field 14 each set to blank. ₂ Create
[0042]
FIG. 7 shows a database D created by the processing shown in steps S3 to S5. ₁ , D ₂ It is a figure which shows an example of 1 easily. In FIG. 7, the character strings “○ gas meeting” and “□□□ dinner” in the first and second lines of the processing field 10 include the character strings in the name field 16 shown in FIG. 6. Therefore, the corresponding company code and formal company name are recorded in the company code field 13 and the company name field 14, respectively. These lines are stored in the company (customer) identification database D. ₁ Is composed.
[0043]
On the other hand, the character string "@glass conference" in the third line of the processing field 10 does not include the character string in the name field 16 shown in FIG. 14 is blank, and this line is an unidentifiable database D ₂ Is composed. The non-identifiable database D ₂ In the creation stage, as described later with reference to FIGS. ₂ Unnecessary characters included in the processing field 10 are deleted, and the first three characters, for example, of the character strings left in the processing field 10 are recorded in the company name field 14 as temporary company names. Nothing is set in the company code field 13.
[0044]
FIG. 3 is a company identification database D ₁ And indistinguishable database D ₂ It is a figure explaining the following processing about. In FIG. 3, Sc represents a company identification database D. ₁ And indistinguishable database D ₂ Are collected for each company, and a third process of outputting the company-specific visit list 9 is shown. The third process includes the processes of steps S7 and S8 shown in FIG.
[0045]
That is, in FIG. ₁ And indistinguishable database D ₂ In this step, the customer contact information is grouped for each company using a company code or a formal company name and a temporary company name. The computer 7 can easily perform the processing using the company code. However, since the formal company name or the temporary company name is recorded in the company name field 14, the operator 8 can enter the formal company name or the temporary company name. By designating the name, only the activity record data on the target company 6 can be received as the company-specific visit list 9.
[0046]
Next, step S8 is a step of performing processing for outputting the company-specific visit list 9 using, for example, the printer 7c. It goes without saying that this output can be not only output to paper using the printer 7c, but also can be variously changed, such as display on a screen, transmission of electronic mail, and provision of information using a homepage.
[0047]
FIG. 8 shows a company identification database D sorted by company name as an example of the company-specific visit list 9. ₁ Shows an output example. (Note that the unidentifiable database D is sorted in the order of the temporary company name. ₂ Is shown in FIG. 15 described later. The operator (administrator) 8 can use the company-specific visit list 9 output from the computer 7 to determine which person is responsible for sales activities for each company 6 and to what extent. Therefore, appropriate business activities can be planned so as to quickly respond to the needs of each company 6.
[0048]
9 to 11 show the indistinguishable database D ₂ FIGS. 12 to 17 are diagrams illustrating an example of a table or output used in these processes.
[0049]
In FIG. 9, Sd is an unidentifiable database D ₂ The fourth processing for deleting unnecessary characters included in the processing field 10 of the above, setting the temporary customer name, and creating various lists that can be referred to in order to optimize each table, and the fourth processing 18 A deletion table used for determining an unnecessary character or an unnecessary character string in Sd, 19 is a non-convertible list created in the fourth processing Sd, and 20 is a name candidate list. The fourth process Sd includes a plurality of steps S10 to S14 shown in FIG.
[0050]
In FIG. 11, S10 is a non-identifiable database D ₂ This is a step of deleting unnecessary characters or unnecessary character strings from the processing field 10 of FIG. Here, the deletion table 18 is used.
[0051]
FIG. 12 is a diagram showing an example of the deletion table 18. As shown in FIG. The unnecessary characters or unnecessary character strings recorded as deletion targets in the deletion table 18 are all words entered by each sales representative 3 together with the company name, and although there are exceptions, these words are commonly used to some extent. ing. Further, since the way of assigning the sending pseudonym differs depending on the input salesperson, the deletion table 18 preferably includes a plurality of character strings even if they have the same meaning.
[0052]
In this specification, the “character string” indicates a series of characters in which a plurality of characters are arranged, and the deletion table 18 may include one character (for example, a space). Contains unnecessary characters or unnecessary character strings. "
[0053]
Step S11 in FIG. 11 is a trimming process in which unnecessary blanks (for example, spaces) are deleted. If the delete table 18 includes unnecessary characters or unnecessary character strings for the trimming process, the process of step S11 is included in the process of step S10.
[0054]
FIG. 13 is a diagram showing an example of deleting unnecessary characters shown in steps S10 and S11. As shown in FIG. 13, in the processing field 10 before the deletion process, before the company name, a character string indicating the business contents for each company (“visit”, “building survey”, “planned visit”, “local explanation”, etc.) It is included. Therefore, since all of these character strings are included in the deletion table 18 shown in FIG. 11 as deletion target characters, the processes of steps S10 and S11 are repeated until there is no more deletion target characters in the processing field 10. As a result, each company name is positioned at the top of the processing field.
[0055]
Although not shown, if the processing field becomes blank due to the deletion of unnecessary characters in steps S10 and S11, the data is processed as error data, and the corresponding data is stored in the error database D. ₃ And
[0056]
S12 is a step of recording, for example, the first three characters from the character string left in the processing field 10 as a temporary company name in the company name field 14. Nothing is set in the company code field 13.
[0057]
FIG. 14 shows a database D that cannot be identified by setting a temporary company name. ₂ FIG. 15 is a diagram showing the change of the non-identifiable database D formed by the process of step S12. ₂ Is shown. Here, the simple character string processing by the computer 7 cannot determine how many characters from the beginning are the company name, but as an example, the first three characters are set as the temporary company name. As a result, the temporary company name set in the company name field 14 is longer than the approximate abbreviation, and has a fixed length that is sufficient to identify the company.
[0058]
That is, the computer 7 can mechanically identify the same temporary company name, and can process these collectively. Note that it is possible to freely select how many characters from the top are used as the temporary company name, and it goes without saying that the present invention is not limited to three characters.
[0059]
S13 in FIG. 11 uses the temporary company name shown in FIG. ₂ Is analyzed, and a name candidate list 19 is created and output. FIG. 16 shows an example of the name candidate list 19 output to, for example, the display unit 7a in step S13.
[0060]
As shown in FIG. 16, the name candidate list 19 is stored in the non-identifiable database D. ₂ , A formal company name 19b closest to the tentative company name 19a, the company code 19c, the number of cases 19d using this name, a registration check box 19e, and a registration button 19f. , And are shown in descending order of the number of cases.
[0061]
Here, in the name candidate list 10, whether the character string indicating the temporary company name 19a is close to the character string indicating the formal company name 19b is determined by dividing the temporary company name 19a into units of characters, and each character code is arranged in that order. Those included in the formal company name 19b in the company name conversion table can be listed as name candidates in association with each other. Then, by using the name candidate list 19, the operator 8 can enrich the company name conversion table 12 by associating the temporary company name 19a with the formal company name 19b in order from the top in the operation described below.
[0062]
Further, both the third line of the name candidate list 10 and the temporary company name 19a ("Japan @", "day @") in the fourth line have the same formal company name 19b ("Japan @ newspaper"). The temporary company name 19a ("XX large") in the sixth and seventh lines is listed as a candidate, and two formal company names ("Kanto XX University", "Kansai XX University") ) Is related. That is, the relationship between the name and the formal company name that cannot be determined by the computer 7 is determined by the operator 8 so that the company name conversion table 12 can be grown.
[0063]
S14 in FIG. 11 uses the temporary company name shown in FIG. ₂ In particular, this is a step of creating a conversion impossible list 20 using temporary company names not included in the name candidate list 19 and outputting the list to the display unit 7a. FIG. 17 shows an example of the non-convertible list 20 output to the display unit 7a in step S14.
[0064]
As shown in FIG. 17, the non-convertible list 20 is an unidentifiable database D ₂ , The number of cases 20b, a registration check box 20c for registering the temporary company name 20a, a registration button 20d, and the temporary company name 20a are registered in the deletion table as unnecessary character strings. The delete check box 20e and the delete button 20f are output in descending order of the number of records.
[0065]
Next, the operator 8 can perform maintenance (learning) of the company name conversion table 12 and the deletion table 18 by using the output name candidate list 19 and conversion impossible list 20. 9 denotes a fifth process for learning the company name conversion table 12 and the deletion table 18, and this fifth process can be divided into a plurality of steps S15 to S18 in FIG. it can.
[0066]
Step S15 in FIG. 11 is a step of inputting a character string representing a company name and a corresponding formal name, and this step S15 is performed by the operator 8 operating the input device 7b.
[0067]
In the case of this example, a registration check box 19e is displayed in the name candidate list 19 displayed on the display unit 7a in step S13. Therefore, the operator 8 simply adds a check mark m to the registration check box 19e and then presses the registration button 19f, so that the company name corresponding to the formal company name 19b (the activity record data D ₀ Can be input to the computer 7.
[0068]
Step S16 in FIG. 11 is a step for registering the temporary company name 19a input by the process of step S15 in the company name conversion table 12 as a name associated with the formal company name 19b.
[0069]
In this example, an example is shown in which the company name conversion table 12 is enhanced by a very simple operation using the registration check box 19e and the registration button 19f, but the present invention is not limited to this. For example, when the operator 8 operates the registration button 19f, the corresponding activity record data D ₀ Needless to say, various modifications are conceivable, such as allowing selection of a character string of an arbitrary length from among the character strings, thereby allowing a character string of an arbitrary length to be registered as a name corresponding to the official company name 19b. Nor.
[0070]
In FIG. 11, in step S17, all data (records) of the temporary company name 19a whose formal company name 19b has been clarified in step S16 is registered in the company identification database D ₁ This is the step to move to. (See Fig. 10)
[0071]
S18 is a step of inputting an unnecessary character or an unnecessary character string and additionally registering a deletion table. In this step S18, the operation of the operator 8 on the conversion disable list 20 shown in FIG. 17 is also performed.
[0072]
That is, the temporary company name 20a listed in the conversion impossible list 20 displayed in the step S14 does not include the candidate of the official company name 19b in the name candidate list 19, so that a new transaction is performed. It may be the company that started. In such a case, the operator 8 inputs a formal company name corresponding to each temporary company name 20a and a company code into the computer 7 by putting a check mark m in the registration check box 20c and pressing a registration button 20d. Can be registered in the company name conversion table 12.
[0073]
On the other hand, the temporary company name 20a listed in the non-convertible list 20 may be an unnecessary character or an unnecessary character string not included in the deletion table 18. In the case of this example, the character string “Neighborhood” on the third line is not a company name to human eyes, but a character string indicating the contents of business. In such a case, the operator 8 can input this character string into the computer 7 and register it in the deletion table 18 by putting a check mark m in the deletion check box 20e and pressing the registration button 20f.
[0074]
By the fifth process Se, the company name conversion table 12 and the deletion table 18 can be made to correspond to the ambiguous input by the current salesperson, and the contents of these tables 12 and 18 are as follows. Activity record data D to be input in the future ₀ Can be used effectively to effectively classify
[0075]
In the above-described example, the control of the computer 7 by the customer information organizing program P is also performed for optimizing the tables 12 and 18 so that the worker 8 can easily operate the tables 12 and 18 without being conscious of the detailed movements of the tables 12 and 18. Since the maintenance can be performed at the same time, the burden on the operator can be reduced, but the present invention is not limited to this point. That is, it goes without saying that the contents of the tables 12 and 18 may be added or changed manually by the worker 8. In this case, the lists 19 and 20 may be printed on paper instead of the display unit 7a.
[0076]
When the contents of the tables 12 and 18 are updated, the customer information organizing program P is executed again from the second processing Sb (step S3), so that the activity record data D is more accurately than the previous time. ₀ And the company identification database D ₁ Can be created.
[0077]
Further, by using the customer information arrangement program P of the present invention, all the activity record data D accumulated in the past can be obtained. ₀ To analyze the sales activity, and it is also possible to efficiently use a huge amount of data and to plan the sales activity according to the needs of the customer.
[0078]
【The invention's effect】
As described above, by using the customer information organizing program and the customer information organizing method of the present invention, an abundant amount of information that can be freely and naturally input daily by many people in the company without defining a clear input format. Using the activity record data, the customer can be specified from the ambiguous expression, and the activity record data can be classified and output for each customer. Moreover, there is no need to perform language processing that makes full use of complex grammatical analysis, and classification can be performed with high probability by a combination of comparison or conversion of characters or character strings that a computer is good at.
[Brief description of the drawings]
FIG. 1 is a diagram conceptually showing an example of an overall configuration of an activity recording system for explaining a customer information organizing program and a customer information organizing method of the present invention.
FIG. 2 is a diagram schematically illustrating first processing and second processing by the customer information organizing program.
FIG. 3 is a diagram schematically illustrating a third process by a customer information organizing program.
FIG. 4 is a diagram illustrating a flow of the first to third processes.
FIG. 5 is a diagram illustrating an example of forming a processing field.
FIG. 6 is a diagram showing an example of a company name conversion table.
FIG. 7 is a diagram showing an example of a company code field and a company name field.
FIG. 8 is a diagram showing an output example of a company identification database.
FIG. 9 is a diagram schematically illustrating fourth processing and fifth processing by the customer information organizing program.
FIG. 10 is a diagram further describing a fifth process;
FIG. 11 is a diagram illustrating a flow of the fourth processing and the fifth processing.
FIG. 12 is a diagram illustrating an example of a deletion table.
FIG. 13 is a diagram illustrating an example of deleting a processing field.
FIG. 14 is a diagram showing a setting example of a temporary company name.
FIG. 15 is a diagram illustrating an output example of a non-identifiable database.
FIG. 16 is a diagram illustrating an example of a name candidate list.
FIG. 17 is a diagram illustrating an example of a non-convertible list.
[Explanation of symbols]
DESCRIPTION OF SYMBOLS 1 ... Activity record system, 3 ... Sales person, 6 ... Customer (company), 7 ... Computer, 8 ... Worker, 9 ... Visit list by customer, 10 ... Processing field, 11a ... Field showing purpose (related to customer) Information), 11b: destination field (information on customer), 12: company name conversion table, 13: company code field, 14: company name field (temporary customer name), 15: official customer name, 16: customer name Ambiguous name, 17: customer code, 18: deletion table, 19: name candidate list, 20: non-convertible list, D ₀ … Activity record data, D ₁ … Customer identification database, D ₂ … Unidentifiable database, D ₃ ... Error database, P ... Customer information arrangement program.

Claims (18)

By using information about customers in activity record data entered as appropriate without defining a special input format on the computer,
On the computer,
Create a processing field that records customer contact information,
By extracting information about each customer from this customer contact information,
A program for creating a customer identification database that organizes activity record data for each customer,
Using a customer name conversion table that clarifies the relationship between the official name of each customer who trades and the ambiguous name stored in the computer,
After having the computer convert the vague name of the customer recorded in the processing field to the official name,
A customer information organizing program characterized by extracting information about each customer. 2. The customer information organizing program according to claim 1, wherein the field in which information on the customer in the activity record data is recorded is a field indicating a purpose and a destination managed by an employee's schedule system or daily report management system. . 3. The customer information organizing program according to claim 1, further comprising a character conversion process for causing a computer to convert a character or a character string in the processing field into another character or a character string. Character deletion for causing a computer to delete unnecessary characters or unnecessary character strings in a processing field using a deletion table in which unnecessary characters or unnecessary character strings that can be deleted in the processing field stored in a computer are recorded. The customer information organizing program according to any one of claims 1 to 3, including processing. The customer name conversion table records a customer code assigned in correspondence with the official name of the customer, and a customer code field for recording the customer code in a computer in a process of converting the ambiguous name of the customer into the official name. 5. The customer information organizing program according to claim 1, which is created. In the process of causing the computer to convert the vague name of the customer into a formal name, if there is no formal name corresponding to the customer name conversion table, a character string having a predetermined number of characters from the beginning of the character string left in the processing field is converted to a temporary customer. Name,
6. The customer information organizing program according to claim 1, wherein a non-identifiable database is created by creating a customer code field set to blank. The computer displays a non-convertible list showing a list of temporary customer names in descending order of the number of cases from the non-identifiable database,
The operator can input a character string representing the customer name in the activity record data corresponding to the formal name of the customer to the computer based on the non-convertible list, and
This character string input to the computer is added to the customer name conversion table in association with the formal name of the corresponding customer as an ambiguous name of the customer,
7. The customer information organizing program according to claim 6, wherein all applicable activity record data in the non-identifiable database is transferred to the customer identification database. From among the character strings indicating the tentative customer name, a computer displays a name candidate list showing a list close to the character string indicating the official name of the customer,
By specifying the character string indicating the temporary customer name in this name candidate list, the character string representing the customer name in the activity record data corresponding to the official name of the customer can be input to the computer, and
This character string input to the computer is added to the customer name conversion table in association with the formal name of the corresponding customer as an ambiguous name of the customer,
8. The customer information organizing program according to claim 6, wherein all applicable activity record data in the non-identifiable database is transferred to the customer identification database. The computer displays a non-convertible list showing a list of temporary customer names in descending order of the number of cases from the non-identifiable database,
Based on this non-convertible list, the operator can input characters or character strings to be deleted to the computer, and
7. The customer information organizing program according to claim 6, wherein the character or character string input to the computer is additionally registered as an unnecessary character or unnecessary character string in a deletion table. By using information about customers in activity record data entered as appropriate without defining a special input format on the computer,
On the computer,
Create a processing field that records customer contact information,
By extracting information about each customer from this customer contact information,
A method of creating a customer identification database that organizes activity record data for each customer,
Store a customer name conversion table that clarifies the relationship between the formal name of each customer who trades and its ambiguous name,
After converting the vague name of the customer recorded in the processing field using this customer name conversion table to the official name,
A method for organizing customer information, wherein information about each customer is extracted. 11. The customer information organizing method according to claim 10, wherein the field in which information on the customer is recorded in the activity record data is a field indicating a purpose and a destination managed by an employee's schedule system or daily report management system. . 12. The customer information organizing method according to claim 10, wherein a computer converts a character or character string in the processing field into another character or character string. The computer stores a deletion table that records unnecessary characters or unnecessary character strings that can be deleted in the processing field,
13. The customer information arrangement method according to claim 10, wherein unnecessary characters or unnecessary character strings in the processing field are deleted. The customer name conversion table records a customer code assigned in correspondence with the official name of the customer, and creates a customer code field for recording the customer code in the process of converting the vague name of the customer into the official name. A method for organizing customer information according to any one of claims 10 to 13. If the computer does not have a formal name corresponding to the customer name conversion table in the process of converting the vague name of the customer into a formal name, a character string having a predetermined number of characters from the beginning of the character string left in the processing field is converted to a temporary customer. Name,
15. The customer information organizing method according to claim 10, wherein a non-identifiable database is created by creating a customer code field set to blank. The computer displays a non-conversion list showing the list of temporary customer names in descending order of the number of cases from the non-identifiable database,
The operator inputs a character string representing the customer name in the activity record data corresponding to the formal name of the customer to the computer based on the non-convertible list,
This character string input to the computer is added to the customer name conversion table by associating the character string with the formal name of the corresponding customer as an ambiguous name of the customer,
16. The customer information organizing method according to claim 15, wherein all applicable activity record data in the non-identifiable database is transferred to the customer identification database. The computer displays a name candidate list showing a list of characters close to the formal name of the customer from among the character strings indicating the tentative customer name, and the operator indicates the tentative customer name in the name candidate list. By specifying a character string, a character string representing the customer name in the activity record data corresponding to the official name of the customer is input to the computer,
This character string input to the computer is added to the customer name conversion table by associating the character string with the formal name of the corresponding customer as an ambiguous name of the customer,
17. The customer information organizing method according to claim 15, wherein all relevant activity record data in the non-identifiable database is transferred to the customer identification database. The computer displays a non-convertible list showing the list of temporary customer names in descending order of the number of cases from the non-identifiable database,
By inputting a character or a character string to be deleted to the computer based on this non-convertible list,
16. The customer information organizing method according to claim 15, wherein the character or character string input to the computer is additionally registered as an unnecessary character or an unnecessary character string in a deletion table.

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