JP2005148930A - Business support system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a business support system for associating the action schedule of a business staff with an action history on the day for management. <P>SOLUTION: This business support system 1 is configured to transmit information related with business support from a server 10 to a terminal 2, and the server 10 is provided with a recording means 10A, a daily report information registering means 10a and a daily report information deciding means 10c. The recording means 10A records the business schedule of a business staff and the business activity of the business result as daily report information. The daily report information registering means 10a records the business schedule of the business staff, and the daily report information deciding means 10c records the evaluation of the action of the business staff for the business schedule as the business result. A daily report information deciding means 10c evaluates the action of the business staff for the business schedule according to whether or not the business staff is moving along the registered business schedule, and decides whether or not positional relations searched by using the position information of the terminal carried by the business staff and the scheduled position information registered in the daily report information lie in predetermined positional relations. <P>COPYRIGHT: (C)2005,JPO&NCIPI

Description

  The present invention relates to a sales support system, and more particularly to a system that supports sales activities by managing a sales employee's action schedule and movement history.

  The sales employee's action schedule is generally written on his / her own schedule as a reminder, or in a schedule established in the department in order to notify the other person's destination. In addition, the results of sales activities are submitted as a report on the results of a given period.

  It is also conceivable to record and manage sales staff's action schedules and sales results by registering them in an internal server.

  When recording a sales employee's activity results using a report, etc., it is difficult to record a daily or hourly action history against the sales employee's action schedule, and the action history is objectively supported. There is nothing. For this reason, it is impossible to compare and contrast the behavior history with respect to the behavior schedule of the sales employee on a daily or hourly basis, and it is difficult to sufficiently manage the behavior state of the sales employee.

  Understanding the behavioral status of sales employees is an element of sales support, so it is difficult to provide effective sales support if management of the behavioral status of sales employees is not sufficiently performed. is there.

  In view of the above, an object of the present invention is to solve the above-described problems and to manage a sales employee's action schedule and the action history of the day in association with each other.

  The sales support system according to the present invention manages the behavior of the sales employee by comparing the position defined in the behavior schedule of the sales employee with the actual position of the sales employee. And manage the behavior history of

  The sales support system of the present invention is a sales support system that sends information related to sales support from a server to a terminal. The server includes a recording unit, a daily report information registration unit, and a daily report information determination unit.

  The recording means records the sales plan of the sales employee and the sales activity of the sales result as daily report information. In contrast to this recording means, the daily report information registering means records the sales schedule of the sales employee, and the daily report information determination means records the evaluation of the sales employee's behavior with respect to the sales schedule as the sales result.

  The server includes communication means for communicating with the terminal, and the daily report information registration means registers daily report information input from the terminal via the communication means in the recording means.

  The daily report information judging means evaluates the behavior of the sales employee with respect to the sales schedule based on whether or not the sales employee is moving according to the sales schedule registered by the sales employee. Then, the positional relationship between the two positions is determined using the scheduled position information of the business schedule registered in the daily report information, and it is determined whether or not the determined positional relationship is a predetermined positional relationship.

  The determination process by the daily report information determination means is performed every time the current position information of the terminal is updated, and the updated current position information and the scheduled position information at the same time set in the business schedule registered in the daily report information Is used to determine the positional relationship between the two positions, and it is determined whether or not the determined positional relationship is a predetermined positional relationship.

  Here, the predetermined positional relationship is a relationship as to whether or not the position of the terminal is in the vicinity of the planned position, and this positional relationship is, for example, the distance between the position of the terminal and the planned position or the position. When divided into a plurality of areas, the determination can be made based on the relationship between the area including the terminal position and the area including the planned position. The daily report information determination means can compare the positional relationship between the position of the terminal and the planned position by an aspect based on the distance between the two positions and an aspect in which an area including each position is compared.

  The first mode of the daily report information determination is a distance calculation means for calculating the distance between the terminal position and the planned position as the calculated distance using the terminal position information and the scheduled position information registered in the daily report information. And a distance comparison means for comparing the calculated distance and the set distance.

  The set distance is to determine a predetermined positional relationship between the terminal position and the planned position, for example, by a numerical value such as 100 m, and the distance comparison means compares the calculated distance with the set distance, and determines a predetermined distance based on the comparison result. The presence or absence of a positional relationship is determined. For example, when the calculated distance is equal to or less than the set distance, the predetermined positional relationship is satisfied, and it is determined that the terminal position is in the vicinity of the planned position, while when the calculated distance exceeds the set distance, the predetermined position is determined. The positional relationship is not satisfied, and it is determined that the terminal position is not in the vicinity of the planned position.

  The second aspect of the daily report information determination is configured to include a table for associating a position on the map with a plurality of areas formed by dividing the map, and area comparing means.

  The area comparison means uses this table to obtain an area corresponding to the position of the terminal and an area corresponding to the planned position registered in the daily report information, and a predetermined positional relationship using the obtained proximity between the areas as an index. The presence or absence of is determined.

  The area comparison means uses the adjacent distance between the areas as the proximity, compares the adjacent distance between the areas with the determination adjacent distance, and determines the presence or absence of a predetermined positional relationship based on the magnitude relationship between the adjacent distance and the determination adjacent distance. . In addition, the region comparison unit uses the adjacent relationship between the two regions as the proximity, and determines the presence or absence of a predetermined positional relationship based on the adjacent relationship between the two regions. For example, when both areas are in the same area or adjacent areas, the predetermined positional relationship is satisfied, and the position of the terminal is determined to be in the vicinity of the planned position. If there is a relationship between one or more regions, the predetermined positional relationship is not satisfied, and it is determined that the position of the terminal is not in the vicinity of the planned position.

  Further, the daily report information determination means reads the scheduled position at the same time as the acquisition time of the terminal position from the daily report information and performs determination using the scheduled position. Moreover, the daily report information determination means can record the determination result in the recording means.

  The position of the terminal can be acquired in a plurality of modes. In the first aspect, the terminal includes position information acquisition means for acquiring position information indicating the current position of the terminal, and transmission means for transmitting the acquired current position to the server. For example, a GPS receiver that receives a position signal from a GPS satellite is provided as position information acquisition means, and the current position is calculated based on the position signal acquired by the GPS receiver.

  In the second aspect, the peripheral information determination means acquires the transmission position from the base station that calculates the transmission position using the transmission signal transmitted from the terminal, and inputs the transmission position as position information indicating the current position of the terminal. This aspect can be applied to a communication mode using PHS.

  Further, the terminal can be provided with an input means for inputting customer information. The input means is connected to the position information acquisition means, and the current state of the terminal acquired by the position information acquisition means such as a GPS receiver or a PHS position detection mechanism. Input position information indicating the position.

  According to the sales support system of the present invention, it is possible to associate and manage a sales employee's action schedule and the action history of the day.

  Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings.

  FIG. 1 is a schematic diagram for explaining the configuration of the sales support system of the present invention. In FIG. 1, the sales support system 1 sends information related to sales support from the sales support server 10 to the terminals 2A and 2B.

  The sales support server 10 is based on means and information for registering various information in addition to the recording means 10A for recording the sales activities of the sales staff, such as daily report information and customer information including customer location information. Means for making a determination.

  As registration means, there are provided daily report information registration means 10a for registering daily report information, position information registration means 10b for registering terminal position information, and customer information registration means 10d for registering customer information in the recording means 10A. Daily report information determination means 10c is provided.

  The daily report information registering means 10a inputs schedule information such as a customer's visit destination created by a sales employee and records it in the recording means 10A. In the schedule information, customers scheduled to visit and their times are recorded.

  The daily report information determination means 10c recognizes the position information acquired from the terminal 2 as the current position of the sales employee, and the scheduled position scheduled at the same time as the position information is acquired from the daily report information recorded in the recording means 10A. Is read, and the position information of the terminal is compared with the position information of the planned position, thereby judging whether the movement of the sales employee is in line with the sales schedule and evaluating the sales activity of the sales employee.

  The sales support server 10 is connected to the menu server 8 via the local LAN 7 or the like. On the other hand, the terminals 2A and 2B are connected to the local LAN 7 via the Internet network 5 or the public line network 6. When the sales support server 10 is used from the terminal 2, it can be executed by selecting a function to be executed by the sales support server 10 from the menu in the menu server 8 and connecting to the sales support server 10.

  The terminal 2A can acquire the current position of the terminal by, for example, the GPS function. The terminal 2 </ b> A shown in the figure includes a GPS receiver, and acquires a current position by receiving a signal from the GPS satellite 3. The current position information acquired by the terminal 2A is sent to the sales support server 10 via the Internet network 5 and the local LAN 7, and is input to the daily report information determination means 1c to be used for comparison between the current position and the planned position. Information can be recorded in the recording unit 10A by the information registration unit 10b.

  Further, the current position of the terminal 2B can be acquired by, for example, the PHS function. The illustrated terminal 2B includes a PHS receiver, and the PHS base station 4 receives a signal from the PHS receiver, thereby grasping the position of the terminal 2B including the PHS receiver. The location information of the terminal 2B acquired by the PHS base station 4 is sent to the sales support server 10 via the public telephone network 6 and the local area LAN 7, and is input to the daily report information determination means 1c to compare the current location with the planned location. In addition to the above, it can be recorded in the recording means 10A by the position information registration means 10b.

  Next, a configuration example of the terminal will be described with reference to FIG. 2, and a configuration example of the sales support server will be described with reference to FIG. Note that the terminal shown in FIG. 2 is a configuration example of a terminal having a GPS function.

  In FIG. 2, the terminal 2 (2A) includes position information acquisition means 2a, input means 2b, recording means 2c, display means 2d, and communication means (I / O means) 2e. The position information acquisition means 2a has a GPS function for receiving a signal from the GPS satellite 3 and acquiring the current position, and can be constituted by, for example, a GPS receiver. In addition, the GPS function can be configured such that a GPS receiver is incorporated in the terminal, a board that performs the GPS function is mounted, and a GPS receiver provided externally.

  The input means 2b is means for inputting the position information of the current position of the terminal acquired by the position information acquisition means 2a. The acquired position information is sent from the I / O means 2e to the sales support server 10 side via the Internet or a local LAN. Sent to. Further, the input means 2b can input customer information in addition to the position information of the current position, whereby a sales employee can send customer information to the sales support server 10 and record it.

  The I / O unit 2e sends identification information (terminal ID) for identifying a terminal and identification information (sales employee ID) for identifying a sales employee when sending position information and customer information to the sales support server 10. Can do. By transmitting these pieces of identification information, the sales support server side can specify the transmission source of the information and can be associated with the provider of the current position information and customer information.

  The I / O unit 2e records daily report information and customer information that can be acquired by making a request to the sales support server 10 in the recording unit 2c and displays the information on the display unit 2d.

  In FIG. 3, the sales support server 10 includes a communication means (I / O means) 10e, a daily report information registration means 10a, a location information registration means 10b, which are connected to the terminal 2 via the Internet network 5, the public telephone network 6 and the like. The daily report information judging means 10c, the information reading means 10h, the customer information registering means 10i, and the recording means 10A are provided. The recording means 10A includes a shared database 10f for recording information that can be commonly used by sales employees, A database such as an individual database 10g for recording information unique to an employee and database management means 10d for managing information on these databases are provided.

  Here, for convenience of explanation, an example is shown in which the shared database 10f and the individual database 10g are configured as independent databases, but by dividing one database internally and simply dividing the recording area, It can also be recorded.

  The daily report information registration means 10a is means for registering daily report information such as schedule information input from the terminal 2 or a terminal (not shown) connected to the local area LAN in the individual database 10g, and the location information registration means 10b is In addition to sending the location information acquired from the terminal to the daily report information judging means 1c, it is means for registering in the individual database 10g, and the customer information registering means 10i is means for registering the customer information acquired from the terminal in the common database 10f. .

  Further, the daily report information determination means 10c compares the position information fetched from the position information registration means 10b with the schedule information read from the individual database 10g, and the position of the terminal is set as schedule information registered as daily report information. And whether or not the sales employee is performing a sales activity as planned. The daily report information determination means 10c records the determination result as the daily report information in the individual database 10g.

  The information reading unit 10h reads information recorded in the recording unit 10A and sends the information to the terminal 2 or a terminal (not shown) connected to the local LAN via the I / O unit 10e. The information reading means 10h can read daily report information such as schedule information and determination results from the individual database 10g, and can read customer information from the shared database 10f. When information is requested from the terminal 2, it is sent from the I / O means 10e to the terminal 2 via the Internet network 5, the public telephone network 6, and the like.

  In reading information from the recording unit 10A, a read level is set for each data, personal authentication of the read requester is performed, and the read level is checked so that only the permitted requester can read the data. be able to.

  The determination process by the daily report information determination unit 10c can be performed in real time or can be performed intermittently by collecting position information of a predetermined time width.

  When real-time processing is performed, each time the position information of the current position is acquired from the terminal, the position information of the planned position at the same time as the acquisition time of the position information is read from the individual database 10g to obtain the current position and the planned position. A comparison is made to determine whether the current position is in the vicinity of the planned position.

  The acquisition of the current position by the terminal can be performed at a predetermined time set in the terminal, or can be performed in response to a request from the sales support server.

  When performing intermittent processing, for example, the position information sent from the terminal is recorded in the individual database 10g by the position information registration means 10b, and a predetermined time interval or a predetermined time set by a timer (not shown) or the like is used. Alternatively, based on a request signal from the outside, the position information of the current position within the predetermined time width and the position information of the planned position are read from the individual database 10g and compared, and it is determined whether or not the current position is in the vicinity of the planned position. To do.

  4 is an example of customer information data recorded in the shared database 10f, and FIG. 5 is an example of personal information data recorded in the individual database 10g.

  In FIG. 4, customer information includes, for example, an address, a telephone number, a FAX number, credit information, and the like, and is recorded together with a customer number and a customer name assigned to each customer in order to identify the customer. Further, the customer position information can be numerical data as well as latitude and longitude, as well as area data and in-area position data when the map is represented by an area obtained by dividing the map into a plurality of areas.

  In FIG. 5, the personal information specifies a sales employee by an employee number or ID, and records the location information together with the acquisition date and time for each sales employee. Here, as the position information, an example of latitude and longitude data acquired from the GPS position information is shown.

  Next, location information registration processing and customer information registration processing will be described with reference to FIG. 6, and daily report information registration and determination processing and customer information transmission processing will be described with reference to FIG. The numbers shown in parentheses below correspond to the numbers given in the figure.

  In the position information registration process shown in FIG. 6, the terminal 2A having the GPS function acquires the position information of the current position (1), and transmits the acquired position information to the sales support server (2).

  The terminal 2B equipped with the PHS receiver transmits a response signal in response to the inquiry signal from the PHS base station 4 (11 to 13), and the PHS base station 4 transmits the response signal from the terminal 2B to which PHS base. The location information is acquired depending on whether it is received at the station (14, 15), and the acquired location information is transmitted to the sales support server 10 (16). The location information registration unit 10b of the sales support server 10 receives the location information acquired from the terminal 2 (3) and registers it in the recording unit 10A (4, 5).

  In the customer information registration process shown in FIG. 6, the sales employee inputs the customer information from the terminal 2 (21, 23), and transmits the customer information of the sales support server 10 from the terminal 2 (22, 24). The customer information registration means 10a of the sales support server 10 receives the customer information from the terminal 2 (25) and registers it in the recording means 10A (26, 27).

  In the daily report information determination process shown in FIG. 7, the daily report information determination means 10c of the sales support server acquires the position information of the terminal from the position information registration means 10b or the individual database 10g of the database 10A (31, 32,), and determines the position. Based on this, daily report information recorded in the individual database 10g of the database 10A is requested (33). In the individual database 10g, daily report information is searched to obtain a planned position at the same time as the position information acquisition time (34).

  The daily report information determining means 10c acquires the planned position from the individual database 10g (35), compares the position information with the planned position and calculates the distance (36), and the position where the terminal is located is near the planned position. Determine whether. This determination is made as to whether or not the sales employee is moving as scheduled as registered in the daily report information (37). The determination result is recorded in the individual database 10g (38).

  In the customer information transmission process shown in FIG. 7, when a request for customer information is issued from the terminal (41), the peripheral information setting means 10c requests customer information from the shared database 10f of the database 10A (42). The shared database 10f searches for customer information and passes it to the peripheral information setting means 10c (43). The peripheral information setting means 10c acquires customer information (44) and transmits it to the terminal (45). The terminal receives the customer information and displays it on the display means (46).

  Next, a processing example of determination processing performed by the daily report information determination means will be described. FIG. 8 is a schematic diagram showing each function provided in the daily report information determination means. The daily report information determination means 10c includes functional means of a daily report information reading means 10c1, a clock means 10c2, a determination means 10c3, and a determination result recording means 10c4.

  The daily report information reading means 10c1 reads the scheduled position from the daily report information recorded in the individual database 10g based on the identification information such as the ID information of the sales employee to be determined, and sends the read scheduled position to the determination means 10c3.

  When the daily report information is read out in real time, the scheduled position is read out based on the current time taken from the clock means 10c2. In addition, when the time information at the time of acquisition is sent from the terminal together with the position information of the current position, the planned position can be read using this time information.

  In the case of performing intermittent processing in reading daily report information, the position of the current position within a predetermined time width from the individual database 10g based on a predetermined time set by the clock means 10c2 or an external request signal. Read information and location information of planned location. Note that the predetermined time width may be a time width in which the scheduled positions are the same.

  The determination unit 10c3 compares the terminal position information with the planned position read from the individual database 10g, and determines whether or not the terminal position is in the vicinity of the planned position. The determination result recording unit 10c4 records the determination result in the individual database 10g. When the daily report information determination is performed in real time, the determination result is recorded in association with each time, and when the daily report information determination is intermittently performed, the determination result is recorded in association with a predetermined time width or a predetermined time.

  In the determination process, a distance between the current position and the planned position is calculated, and a first determination mode in which determination is performed based on the calculated distance, and an area where the map is divided into a plurality of areas and the current position is included And a region including the planned position, and a second determination mode in which determination is made based on comparison between the regions.

  Hereinafter, the first determination mode will be described with reference to FIGS. 9 to 12, and the second determination mode will be described with reference to FIGS. 13 to 17.

  First, the first determination mode will be described. FIG. 9 is a configuration example of the first determination mode. In FIG. 9, the determination unit 10c3 includes a distance calculation unit 10c3-1 and a distance comparison unit 10c3-2. The distance calculation unit 10c3-1 calculates a distance between the current position and the planned position, and the distance comparison unit 10c3-2 makes a determination by comparing the calculated calculation distance with a reference distance set for comparison. .

  The flowchart of FIG. 10 shows the determination procedure according to the first determination mode. The determination unit 10c3 obtains position information (step S1), obtains a scheduled position from daily report information recorded in the individual database 10g (step S2), and obtains the position information (step S3). The distance calculation means 10c3-1 calculates the distance between the current position of the terminal and the read scheduled position. For example, when the position information is represented by latitude and longitude, the distance calculation can calculate the separation distance between two points based on the numerical values of the latitude and longitude.

  By comparing this calculated distance with a reference distance, it is determined whether or not the current position is in the vicinity of the planned position. The determination can be made based on, for example, whether the difference between the calculated distance and the reference distance is within the allowable range but exceeds the allowable range.

  If the calculated distance is within the reference distance, it is determined that the current position is in the vicinity of the planned position (displayed as near in the flowchart) (step S4). If the calculated distance exceeds the reference distance, the current position is It is determined that it is away from the planned position (displayed as “far” in the flowchart) and determined (step S6).

  The determination result is recorded in the individual database 10g. The individual database 10g may record the determination result as the daily report information together with the position information, or may record it individually (step S7).

  11 and 12 are diagrams for explaining the distance calculation processing. In FIGS. 11 and 12, the terminal position information is acquired by latitude and longitude every 30 minutes, and the scheduled position registered as daily report information is set every predetermined time (every hour in the example in the figure). ing.

  FIG. 11 shows a determination example at the time of 10:30. Customer A-001 is registered as a planned position corresponding to this time. Using the position information and position information of the customer A-001, the distance between the two positions is calculated to obtain the calculated distance. This calculated distance is compared with the reference distance, and a determination is made based on the magnitude relationship between the calculated distance and the reference distance. In this calculation, the distance between the two positions is a linear distance.

  FIG. 12 shows a determination example at the time of 12:30. As the scheduled position corresponding to this time, “moving between ** station and OO station” is registered. In this case, for example, the position information of the intermediate position between the two stations is obtained using the position information of the ** station and the position information of the station, and the distance between the position information of the intermediate position and the current position is calculated. Calculate to obtain the calculated distance. This calculated distance is compared with the reference distance, and a determination is made based on the magnitude relationship between the calculated distance and the reference distance. In this calculation, the distance between the two positions is a linear distance.

  In addition to obtaining the linear distance, it is also possible to obtain the distance of the route connecting the current position and the planned position. When obtaining the distance along this route, the route can be obtained using a map including the current position and the planned position, and the distance on the obtained route can be calculated.

  In addition, the time required for movement can be used instead of the distance as representing the degree of separation between the current position and the planned position. In this case, it can be obtained by calculating a moving time according to a moving means (for example, walking, car, train, bus, etc.) moving along the route.

  Next, a 2nd determination aspect is demonstrated. FIG. 13 is a configuration example of the second determination mode. In FIG. 13, the determination unit 10c3 includes a position information-region data table 10c3-3 and a region comparison unit 10c3-4. The position information-area data table 10c3-3 is a table that defines the correspondence between position information and areas.

  The matrix shown in FIG. 17 shows a state in which the map is divided into a plurality of regions by dividing the map by a predetermined distance. Here, for example, a case where the latitude and longitude are divided in units of a predetermined frequency is shown. In the case of FIG. 17A, for example, the latitude and longitude are divided in units of seconds and divided into areas A1 to A5, B1 to B5,..., G1 to G5.

  The position information-area data table 10c3-3 records the correspondence between the numerical ranges of latitude and longitude and the area, and the area corresponding to the current position and the planned position acquired from the terminal can be obtained.

  The determination unit 10c3 obtains an area for the position information based on the position information-area data table 10c3-3. The area obtained for the current position is compared with the area obtained for the planned position. The comparison between the two regions can be determined by the proximity between the two regions. The proximity can be determined by the positional relationship between the areas. For example, the adjacent distance between the areas is set as the proximity, the adjacent distance between the areas is compared with the determined adjacent distance, and the magnitude relationship between the adjacent distance and the determined adjacent distance The presence or absence of a predetermined positional relationship is determined based on the above.

  Further, the region comparison unit 10c3-4 determines the presence / absence of a predetermined positional relationship based on the adjacent relationship between the two regions as the proximity and the adjacent relationship between the two regions. For example, when both areas are in the same area or adjacent areas, the predetermined positional relationship is satisfied, and the position of the terminal is determined to be in the vicinity of the planned position. If there is a relationship between one or more regions, the predetermined positional relationship is not satisfied, and it is determined that the position of the terminal is not in the vicinity of the planned position. Note that the adjacent relationship between the two regions can be set arbitrarily.

  FIG. 14B shows a case where the positional relationship between the region including the current position and the region including the planned position is a relationship between A1 and A2. In this positional relationship, when the adjacent relationship between the regions determined to be in the close state is set to be the same region or a relationship between adjacent regions, the regions A1 and A2 are adjacent to each other. Therefore, it is determined that the state is close.

  FIG. 14C shows a case where the positional relationship between the region including the current position and the region including the planned position is a relationship between C1 and F5. In this positional relationship, when the adjacent relationship between the regions determined to be in the proximity state is set to be the same region or a relationship between adjacent regions, the regions C1 and F5 are not adjacent to each other. Therefore, it is determined that it is not in the proximity state.

  The flowchart of FIG. 15 shows the determination procedure according to the second determination mode. The determination unit 10c3 acquires position information of the current position (step S11), and obtains an area including the current position from the position information-area data table 10c3-3 (step S12). Further, the planned position at the time of acquisition of the current position is obtained from the daily report information recorded in the individual database 10g (step S13), the position information of the planned position is acquired (step S14), and the position information-region data table 10c3- An area including the planned position is obtained from 3 (step S15).

  The area comparison unit 10c3-4 compares areas including the current position of the terminal and the read scheduled position. Here, the same or adjacent area is set as the proximity as a comparison reference, and the current position is in the vicinity of the planned position by comparing whether both areas are the same area or adjacent areas. It shall be determined whether or not.

  When both areas are the same area or adjacent areas, it is determined that the current position is in the vicinity of the planned position (displayed as near in the flowchart) (step S17), and both areas sandwich one or more areas. If the current position is far away, it is determined that the current position is far from the planned position (displayed as “far” in the flowchart) (step S18).

  The determination result is recorded in the individual database 10g. The individual database 10g may record the determination result together with the position information as daily report information or individually (step S19).

  16 and 17 are diagrams for explaining processing based on regions. 16 and 17, the position information of the terminal is acquired by latitude and longitude every 30 minutes, and the planned position registered as daily report information is set every predetermined time (in the example of the figure, every hour). ing.

  FIG. 16 shows a determination example at the time of 10:30. Customer A-001 is registered as a planned position corresponding to this time. When an area including each of the current position and the planned position of the customer A-001 is obtained, the current position is included in the area A1 and the planned position is included in the area A2. By comparing the two areas A1 and A2, it is determined whether or not the current position is in the vicinity of the planned position.

  FIG. 17 shows a determination example at the time of 12:30. As the scheduled position corresponding to this time, “moving between ** station and OO station” is registered. In this case, for example, the position information of the intermediate position between the two stations is obtained using the position information of the ** station and the position information of the OO station, and the area including the intermediate position (here, the area C1) is obtained. ) In addition, a region (here, region F5) is obtained for the current position.

  By comparing the two areas F5 and C1, it is determined whether or not the current position is in the vicinity of the planned position.

  In addition to obtaining the area corresponding to the intermediate point as described above, the planned position during movement is determined by obtaining the area including the points before and after the movement, and comparing each with the area including the current position. You can also.

  The sales support system of the present invention can be applied not only to customer visits by sales employees but also to systems that support collection and delivery of documents and articles delivered to a predetermined location or picked up from a predetermined location.

It is the schematic for demonstrating the structure of the sales support system of this invention. It is the schematic for demonstrating the example of a structure of the terminal of the sales support system of this invention. It is the schematic for demonstrating the structural example of the sales support server of the sales support system of this invention. It is a data example of the customer information recorded on the shared database of the sales support system of the present invention. It is a data example of the personal information recorded on the separate database of the sales support system of this invention. It is a state diagram for demonstrating the registration process of the positional information of the sales assistance system of this invention, and the registration process of customer information. It is a state diagram for demonstrating the determination process of the daily report information of the sales support system of this invention, and the transmission process of customer information. It is a figure for demonstrating the structural example of the daily report information determination means of the sales support system of this invention. It is a figure for demonstrating the 1st aspect of the daily report information determination of the sales support system of this invention. It is a flowchart for demonstrating the 1st aspect of the daily report information determination of the sales support system of this invention. It is a figure for demonstrating the 1st aspect of the daily report information determination of the sales support system of this invention. It is a figure for demonstrating the 1st aspect of the daily report information determination of the sales support system of this invention. It is a figure for demonstrating the 2nd aspect of the daily report information determination of the sales support system of this invention. It is a figure for demonstrating the 2nd aspect of the daily report information determination of the sales support system of this invention. It is a flowchart for demonstrating the 2nd aspect of the daily report information determination of the sales support system of this invention. It is a figure for demonstrating the 2nd aspect of the daily report information determination of the sales support system of this invention. It is a figure for demonstrating the 2nd aspect of the daily report information determination of the sales support system of this invention.

Explanation of symbols

DESCRIPTION OF SYMBOLS 1 Sales support system 2,2A, 2B Terminal 2a Position information acquisition means 2b Input means 2c Recording means 2d Display means 2e I / O means 3 GPS satellite 4 PHS base station 5 Internet network 6 Public telephone network 7 Private LAN
8 menu server 10 sales support server 10A recording means 10a daily report information registering means 10b position information registering means 10c daily report information determining means 10c1 daily report information reading means 10c2 clock means 10c3 determining means 10c3-1 distance calculating means 10c3-2 distance comparing means 10c3- 3 position information-area data table 10c3-4 area comparison means 10c4 determination result recording means 10d database management means 10e I / O means 10f shared database 10g individual database 10h information reading means 10i customer information registration means

Claims (14)

In the sales support system that sends information related to sales support from the server to the terminal,
The server includes a recording means for recording a sales plan of a sales employee and a sales activity of a sales result as daily report information;
Daily report information registration means for registering a business schedule in the recording means;
Daily report information determination means for determining the positional relationship between the two positions using the positional information of the terminal and the scheduled business position information registered in the daily report information and determining whether the positional relationship is in a predetermined positional relationship A sales support system characterized by comprising: The daily report information determination means uses the current position information and the position information of both positions using the current position information and the scheduled position information of the same time set in the business schedule registered in the daily report information every time the current position information of the terminal is updated. The business support system according to claim 1, wherein a relationship is obtained and it is determined whether or not the positional relationship is a predetermined positional relationship. The server includes communication means for communicating with a terminal,
The sales support system according to claim 1 or 2, wherein the daily report information registration unit registers daily report information input from a terminal via the communication unit in a recording unit. The daily report information determining means, using the position information of the terminal and the scheduled position information registered in the daily report information, a distance calculating means for calculating the distance between the terminal position and the scheduled position as a calculated distance;
The distance comparison means which compares the said calculated distance and the setting distance which defines the said predetermined positional relationship, The presence or absence of the said predetermined positional relationship is determined based on a comparison result. The sales support system according to any one of the above. The daily report information determining means includes a table that associates a position on a map with a plurality of areas obtained by dividing the map, and an area comparing means.
The area comparison means obtains an area corresponding to the position of the terminal and an area corresponding to the scheduled position registered in the daily report information by using the table, and uses the degree of proximity between the obtained areas as an index. 4. The business support system according to claim 1, wherein presence / absence of a positional relationship is determined. The region comparison means uses the adjacent distance between the regions as the degree of proximity, compares the adjacent distance with the determination adjacent distance, and determines the presence or absence of the predetermined positional relationship based on the magnitude relationship between the adjacent distance and the determination adjacent distance. The sales support system according to claim 5. 6. The business support system according to claim 5, wherein the region comparison unit determines the presence / absence of the predetermined positional relationship based on the adjacent relationship between the two regions as the proximity, and based on the adjacent relationship between the two regions. . 8. The daily report information determination unit reads a scheduled position at the same time as the acquisition time of the terminal position from daily report information, and performs determination using the scheduled position. Sales support system described in one. 9. The business support system according to claim 1, wherein the daily report information determination unit records a determination result in the recording unit. The terminal includes position information acquisition means for acquiring position information indicating the position of the terminal;
The sales support system according to claim 1, further comprising: a transmission unit that transmits the acquired position information to the server. The business support system according to claim 9, wherein the position information acquisition unit includes a GPS receiver that receives a position signal from a GPS satellite, and calculates a position based on the position. The daily report information judging means
The transmission position is acquired from a base station that calculates a transmission position using a transmission signal emitted by the terminal, and the transmission position is input as position information indicating the position of the terminal. The sales support system according to any one of 9 above. The sales support system according to any one of claims 1 to 12, wherein the terminal includes input means for inputting customer information. The business support system according to claim 13, wherein the input unit inputs position information indicating the position of the terminal acquired by the position information circumference acquisition unit.

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