JP2005276133A - Business supporting system and method displaying map information based on customer information - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a business supporting system and its method capable of improving the efficiency in business activity by an area salesperson. <P>SOLUTION: This business supporting system includes a first database storing the customer information including address data, name data, and contracted data relating to customers, a second database storing the map information including tenant data, address data and coordinate data by each structure on a map, a means for correlating the customer information to the map information on the basis of a result of collation of the information of the first and second databases, and a means for creating the customer map information displaying the structures on the map by at least being distinguished by using different colors or patterns on the basis of the correlated customer information and map information. The structures on the map are displayed by being distinguished by using different colors or patterns in accordance with the priority determined on the basis of a type of the customer in a case when the plurality of pieces of customer information are associated with one structure in the correlated customer information and map information. <P>COPYRIGHT: (C)2006,JPO&NCIPI

Description

  The present invention relates to a sales support system and method, and more particularly, to a sales support system and method suitable for supporting sales activities of area sales staff.

  Conventionally, when supporting sales activities of area salespersons who mainly operate in a certain area, each area salesperson individually collects a map of the sales area and notes containing information obtained from past sales activities.・ Holded and developed sales activities for each customer. However, this was dependent on the activities of individual area sales staff, and did not systematically support sales activities using information technology.

  On the other hand, although it is not intended for sales support of area sales representatives, data that is a comparison list of personal names / corporate names and address addresses, and electronic housing map data with address data attached to each house Are combined using the house address as a key code, and there is a technique for generating house map data including the names of all households, and a technique for assigning and displaying this address to a structure on the map (Japanese Patent Laid-Open No. 10-123942). Issue gazette). In addition, there is a technique for associating the address database and the map database by comparing each candidate character string, and a technique for using the geometric mean value for matching determination in comparing the candidate character strings (Japanese Patent Laid-Open No. Hei 9). -259141).

  However, the conventional technology is not intended to support the sales activities of the area sales person, so even if you look at the displayed or printed map, it is not possible to list information about customers. It was necessary to select an object and sequentially browse information corresponding to the structure.

  In addition, customers may change the address, and the update of the map is also delayed, so it does not always indicate the current status, but customer information that may not reflect the current status using conventional association technology It was difficult to flexibly associate map and map information.

  For this reason, it was not possible to efficiently support the sales of area sales staff.

  It is an object of the present invention to obtain a sales support system and method that make the sales activities of area sales representatives efficient.

  The present invention is a sales support system that displays map information based on customer information in response to user input, and stores customer information including address data, name data, and contracted data relating to the customer. The database of the second database that stores map information including the resident data, address data, and coordinate data for each structure on the map, and the information of the first and second databases are collated, Based on the means for associating the customer information with the map information and the associated customer information and the map information, the customer map information is displayed in order to display the structure on the map by at least one of the predetermined color coding and pattern. A plurality of customer information corresponding to one structure in the associated customer information and map information in a sales support system including means for generating , According to the priorities set by customer types, it provides a sales support system and displaying in a different color or pattern division of the structure on the map.

  Further, the present invention is a method for supporting sales by displaying map information of a region where business is performed and information about a customer who is a business target, and includes address data, name data, and existing contract data related to a customer. Store customer information and map information including tenant data, address data, and coordinate data for each structure on the map in different databases, collate information stored in multiple databases, and check results In the sales support method for associating customer information and map information based on the information, and displaying the structure on the map by at least one of the predetermined color coding and pattern using the associated customer information and map information. When multiple customer information corresponds to one structure in customer information and map information, the priority set according to the customer type Te, provides a sales support method characterized by displaying in different colors or pattern division structures on the map.

  According to the present invention, since information about customers in the area can be listed by looking at the displayed map, there is an effect that sales can be effectively supported.

  In addition, since customer information including the possibility of not reflecting the current situation and map information can be associated with high collation accuracy, various information that has not been previously associated with coordinate data is used as customer information. , It can be used in association with each structure on the map.

BEST MODE FOR CARRYING OUT THE INVENTION

Examples of the present invention will be described below.
FIG. 1 shows the configuration of an area sales support system for supporting an insurance agency of an insurance company as an embodiment of the present invention. Hereinafter, a description will be given with reference to FIG.

  The customer database 101 is a database that stores customer information such as addresses, names, and existing contracts of insurance company customers. In addition, when the customer is an organization such as a company, the location and name of the organization are stored instead of the address and name, but in this specification, the location and name of the organization are respectively the address, I will call it my name. In addition, in this specification, a customer includes a person who can become a customer in the future in addition to a person who is currently a customer.

  The customer information stored in the customer database 101 stores various data including address data, name data, and contract data for each customer, and is expressed in character codes such as CSV file format. Records are assigned to each customer, and address data, name data, existing contract data, etc. are stored in a predetermined order in each record.

  An example of data in the customer database 1 is shown in Table 1.

The map database 102 is a database that stores map information in which coordinate data is associated with each structure on the map image.
The association database 103 is a database that stores addresses, occupants, and the coordinate data of each structure as association information.

  Each record of the association information stored in the association database 103 includes at least address data in character code notation of each structure and coordinate data of each structure in the map information.

  In this example, in each record provided for each structure, each resident data (in this specification, the resident of the structure, users, etc. are collectively referred to as `` resident '') is added. And memorize it.

  An example of data in the association database 3 is shown in Table 2.

The customer database with coordinates 104 is a database that stores customer information with coordinate data in which customer information is compiled for each structure.
The information processing device 105 is a device that reads customer information from the customer database 104, reads association information from the association database 103, generates customer information with coordinate data, and outputs the customer information with coordinate data 104. The information processing apparatus 105 reads map information of a predetermined area according to the search condition input from the input unit 106, and also generates map information (customer map) based on customer information based on customer information with coordinate data. Information) is output to the display means 107 via the communication line 108.

The input means 106 is an input device such as a keyboard or portable information device, and sends information input by the user to the information processing apparatus 106 via the communication line 108.
In this specification, a portable information device refers to a portable device having an information input / output function, such as a mobile phone, a mobile terminal, a PDA, or a laptop personal computer.

The display means 107 is a CRT display for displaying data, a portable information device display, a printer, or the like.
The communication line 108 is an information line connecting the above devices. Note that the communication line may use wireless communication.

  The information processing apparatus 105 sequentially compares the address data and name data of each record in the customer database 101 with the address data and resident data of each record in the association database 103.

  The rules in Table 3 are used for address data match determination.

  In this way, it is assumed that “double-byte characters and half-width characters in the data are the same”, “Kanji numerals and Arabic numerals in the data are the same”, and “ignoring single-byte and double-byte spaces in the data”. Therefore, it is possible to make a match regardless of the data structure on the text data. "If the prefecture name is omitted on one side, ignore it on the other", "Ignore the group name in the address "Issue", "Make Kyoto city name correspond to address", "Ignore" floor "and" F "of building", "Ignore old postal code", "Ignore" Large "characters", “Kanji and Arabic numerals are considered to be the same”, “G” and “K”, “Ga” and “are considered to be the same”, “New and old Kanji abbreviations are considered to be the same” By using rules, even if the address is different in terms of expression, If it is a match within the use to be used, it determines a match. Note that some of these determination criteria may be selected and used.

The matching of name data and occupant data is performed by reading the surname. For example, it is determined that “Ozawa” and “Ozawa” match the name data and the resident data.
The above is the individual match determination between the address data and the name data and the resident data. After the individual match determination is made, final matching is performed based on the matching rules described in Table 4.

  In the present embodiment, if the address matches up to the house number, it is determined to be collated or ambiguously collated (complete matching or gray matching) regardless of the name or the building name. Further, even when the address matches the name, but the house number of the address does not match, if the building name or the name matches, it is determined to collate or vaguely match.

In the final collation, for the data determined to be collation or ambiguous collation, customer information with coordinate data is generated and stored in the customer database with coordinate data 104.
Here, each record of the customer information with coordinate data to be generated stores a part for storing a collation result shown in “determination” in Table 4, a part for storing data used for determination such as an address and a name, and association information. And a part for storing customer information. In the present embodiment, data that fails to be collated are stored in the same data format.

The information processing apparatus 105 displays FIG. 3 on the display unit 106 as an initial screen.
The menu area 201 is an area for displaying a menu. From the menu area 201, “map”, “operation / search”, “information display”, “display”, and “customer information” can be selected, and a pull-down menu 301 is displayed according to the selection. Then, by selecting a command to be executed from one of them, a process corresponding to the command is executed. As commands, “Close”, “Save”, “Print”, etc. for “Map”, “Scaling”, “Scroll”, “Search Address”, “Structure” for “Operation / Search”, etc. “Customer information” such as “Search”, “Customer contract display”, “Customer list display”, “Memo registration”, “Existing information registration”, “Performance information registration”, “Nameplate change”, “Legend”, etc. There is.

“Printing” includes normal printing for printing the range displayed on the map, enlargement / reduction printing, range designation printing, and area designation printing for printing the entire selected area.
“Scrolling” is to move the area displayed in the map display area 301 by one screen in the vertical direction or the horizontal direction.

“Nameplate change” is to change the name of each structure displayed on the map.
The operation area 202 is an area for inputting information such as a search condition in each situation.

The information display area 203 is an area for displaying information such as map information.
By inputting a map display from the input means 106, the display of the information display area 202 changes as shown in FIG.

The map display area 301 is an area for displaying a predetermined area read from the map database 102.
The information display area 302 is an area for specifying an area to be displayed in the map display area 20.

The customer type check box 303 is a check box for selecting the type of customer to be displayed.
The district selection list 304 is a list of districts that can be searched.

The execution button 305 is a button for executing the selected action.
Then, on this screen, with regard to the customer type check box 303, check the check boxes of all customer types, select a district from the district selection list 304, and press the execute button 305, the display contents of the map display area 301 will be displayed. 4 will change. Here, since all customer types are selected, for each customer type, each structure is color-coded or patterned according to the type.

The legend 401 is a list showing the correspondence between the selected customer type and the color or pattern.
The district outline 402 is an outline that surrounds the entire district to be displayed.

  The information processing apparatus 105 acquires the map information of the area from the map database 104 based on the address of the selected area in the color classification or pattern classification of each structure. Then, obtain coordinate data for all structures in the area, obtain all customer information with coordinate data that matches the customer type for which the customer information is selected, classify them for each coordinate data, and Generate an information list.

Next, the customer information list is searched for each structure for which the customer information with coordinate data can be acquired, and the outline of each structure is painted with a color or pattern according to the customer type.
Here, referring to the record of customer information with coordinate data, when the collation result is an ambiguous collation, the outline of each structure is highlighted and displayed on the map. As a result, the area salesperson can know the portion that has been compared vaguely, that is, the possibility that the verification is erroneous is relatively high, and can be used as a reference during sales activities.

  When a plurality of types of customers correspond to one structure, the types of customers with higher priority are given priority and the colors or patterns are used separately. When multiple types of customers correspond to a single structure, for example, there may be multiple customers in an apartment house, or multiple customers such as husbands, wives, and children in one household. .

  The priorities by customer type are as follows (the smaller the number, the higher the priority): The first is a general organization, which is a company or corporation that has concluded a group (group) handling contract with an insurance company. The second is an existing group of corporation associations, which are companies that join a national association of corporations and have signed a group handling contract with an insurance company. The third is a member of the corporation association, which is a company that is a member of the national corporation association. The fourth is a blue tax return, which is an individual policyholder of an insurance company that is a member of the blue tax return. The fifth is an existing contractor, who is an individual contractor of an insurance company other than the fourth. The sixth is TDB, which is a company registered with Teikoku Databank. The seventh is an existing insurance company customer that has been found in business and is a corporation or an individual who is originally identified as one of the first, second, fourth, and fifth. Attached to newly discovered customers through sales activities.

  In general, corporate customers already have an insurance agent in charge of the group (group) in charge, so it is difficult for new insurance agents to conduct sales activities, and companies that are not insurance company customers are given priority. It is more efficient. Similarly, individual customers have a lower priority than corporate customers because individuals are more likely to approach sales activities.

Regardless of the above priority order, diagonal lines / memos, color pins / performance information can be registered on the map. It is possible to duplicate existing customers.
The hatched lines / memos are used to record sales activities, which are mainly used for valid prospective customer registration and the like, and from the point of view of customer management, are records of visits to the customer.

Color pins and business results are used to mark customers who have acquired new contracts through sales activities.
By classifying customers as described above, and by color-coding or patterning according to priority, it is possible to visually indicate the difficulty of sales, so the area sales person can do business in any order Helps determine what to do and supports efficient sales activities.

  When the print command is executed in a state where the predetermined area is displayed in this way, the display of the map display area 301 is printed, but the legend 401 is not printed. In this way, by not printing the legend 401, it is possible to hide the meaning of color classification or pattern classification and to prevent information leakage.

  In the map display area 301, the outline of a predetermined area is displayed with emphasis on the map. This makes it easy to visually confirm where the predetermined area is.

Furthermore, when a structure is selected with a cursor on the map and a customer contract content display command is selected, the display content of the information display area 301 changes as shown in FIG.
The structure information list 501 is an area for displaying information such as an address and a name for the selected structure.

The tenant list 502 is a list of tenants using the structure. When a detail display button is pressed in the resident list 502, detailed data of the resident is displayed.
Further, in the resident list 502, a color classification or pattern classification box based on the legend is displayed for each resident along with the name of the resident. Thereby, when there are a plurality of customers in each structure, the contents of the contract can be visually confirmed for each customer.

In FIG. 5, when a resident in the resident list 502 is selected and a detail display button is pressed, a customer information window shown in FIG. 6 is displayed in an overlapping manner on FIG.
The map information area 601 is an area for displaying association information other than coordinate data.

  The existing contract information display area 602 is an area for displaying customer information. A page number is attached to the existing contract information, and the number of contracts for the customer and the number of the contract currently displayed are displayed. The page is moved by pressing “Next” or “Back”.

  By designating a structure on the map in this way and displaying a list of customers who use the structure, and the contract information of each customer, even if the structure is a building, etc. Can be ascertained for each customer.

When a district is selected and a customer list display command is executed, the display contents of the information display area 203 are as shown in FIG.
The district customer list 701 is a list that displays each customer in the district. When a certain customer is selected from the district customer list 701, the display changes so that the structure used by the customer comes to the center of the map display area 301.

The search condition input unit 702 is a part for inputting conditions for searching for customers in the district customer list 701.
When the existing information registration command is executed in a state where the resident list 502 of the predetermined structure is displayed as shown in FIG. 5, the information display area 203 changes as shown in FIG.

Here, registration and deletion of existing information, registration and deletion of customers, deletion and restoration of matched customer data, and registration of resident information can be performed.
Here, when the existing information registration / deletion button is pressed, an information registration window shown in FIG. 9 is displayed. Here, the customer's address and name to be newly registered or updated are entered in the name and address fields, and the customer's performance information, sales report, etc. are written in the memo field (here, “TEST” is written). The existing information can be registered or updated by pressing the update button. To delete existing information, press the delete button. For customers with registered memos, hatched hatch lines are superimposed and displayed when structures or boxes on the map are color-coded or pattern-coded. By registering a memo for a customer, sales by a plurality of area sales staff and takeover processing of sales operations can be easily and effectively performed.

  When the matched customer data deletion / restoration button is pressed, a restoration deletion window shown in FIG. 10 is displayed. Here, a list 1001 of customers registered for the building is displayed as registered data. In addition, a deleted customer list 1002 is displayed as the deleted data. If a customer is selected here and the delete button is pressed, it can be moved from the registered customer list 1001 to the deleted customer list 1002. The reverse occurs when the recovery button is pressed. In this way, the customer can be additionally registered, but the added information is not necessarily registered in the customer database with coordinate data 103 and may be stored in the storage device of the information processing apparatus 105.

  As described above, according to the present embodiment, there is an effect that the area sales representative can grasp the state of the customer in the area just by looking at the display of the displayed area. In particular, when multiple customer information for one structure corresponds, by setting the priority of color or pattern classification according to the type of customer, it is possible to indicate the likelihood of successful sales, so the area sales representative can Visually, it can assist in determining the order in which business should be conducted.

According to the present embodiment, the first determination result based on the comparison between the address data and the second determination result based on the comparison between the name data and the resident data are combined, and the first determination is performed. As the result and the second determination, the text of each address data is re-read based on the rules shown in Table 3, and it is determined whether or not the addresses are considered to be matched within the range that is conventionally used, so that the section change is likely to occur. A match determination can be made regardless of a house number or the like, and when the determination according to Tables 3 and 4 is not used, the collation rate of about 50% is improved to 70% or more. The matching rate of 70% or more is a good value because the rate of customers changing addresses is high and the update of the map is delayed. In this way, even with the same address, using address data in character code notation that tends to be entered so that the data does not match, each structure on the electronic map is associated with customer information at a high verification rate. Can do. Therefore, there is an effect that various information that is not associated with the coordinate data in advance can be taken in as customer information and used in association with the structure on the map.
(The invention's effect)

  According to the present invention, since information about customers in the area can be listed by looking at the displayed map, there is an effect that sales can be effectively supported.

  In addition, since customer information including the possibility of not reflecting the current situation and map information can be associated with high collation accuracy, various information that has not been previously associated with coordinate data is used as customer information. , It can be used in association with each structure on the map.

It is a conceptual diagram which shows the structure of the area sales support system which supports the insurance agency of the insurance company which is an Example of this invention. It is a conceptual diagram of the screen of the area sales support system which supports the insurance agency of the insurance company which is an Example of this invention. It is a display screen of the map of the area sales support system which supports the insurance agency of the insurance company which is an Example of this invention. It is a display screen when the search condition of the area sales support system which supports the insurance agency of the insurance company which is an Example of this invention is input. It is the display screen which displayed the customer contract content of the area sales support system which supports the insurance agency of the insurance company which is an Example of this invention. It is a detailed display screen of the customer information of the area sales support system which supports the insurance agency of the insurance company which is an Example of this invention. It is a display screen at the time of displaying the customer list of the area sales support system which supports the insurance agency of an insurance company which is an example of the present invention. It is the display screen on which the existing information registration button of the area sales support system which supports the insurance agency of the insurance company which is an Example of this invention was displayed. It is a display screen when the existing information registration / deletion button of the area sales support system for supporting an insurance agent of an insurance company which is an embodiment of the present invention is selected. It is a display screen when the matched customer data deletion / restoration button of the area sales support system which supports the insurance agency of the insurance company which is an Example of this invention is selected.

Explanation of symbols

DESCRIPTION OF SYMBOLS 101 Customer database 102 Map database 103 Association database 104 Customer database 105 with coordinate data Information processing apparatus 106 Input means 107 Display means 108 Communication line

Claims (12)

A sales support system that displays map information based on customer information in response to user input,
A first database for storing customer information about the customer, including address data, name data, and contracted data;
A second database that stores map information including resident data, address data, and coordinate data for each structure on the map;
Means for collating information in the first and second databases, and associating customer information and map information based on the collation result;
A sales support system including means for generating customer map information for displaying the structure on the map by at least one of predetermined color coding and pattern using the associated customer information and map information;
When a plurality of customer information corresponds to one structure in the associated customer information and map information, the structure on the map is color-coded or patterned according to the priority set by the customer type. A sales support system characterized by display.   The sales support system according to claim 1, wherein in the priority order, a corporate customer is assigned a higher priority than a personal customer.   Claim 1 or 2, wherein in the priority order, priority is assigned in a descending order in the order of an organization that has concluded a group handling contract with an insurance company, an individual contractor of the insurance company, an unsigned organization, and an unsigned individual. The sales support system described in 1.   The sales support system according to any one of claims 1 to 3, wherein, in the priority order, one priority order is categorically assigned to a customer newly found through insurance business activities.   5. The business according to claim 1, wherein, in the priority order, a different priority order is assigned to a company that is a member of a national corporation association and a company that is not a member of the national corporation association. Support system.   6. In the priority order, an individual policyholder of an insurance company who is a member of a blue tax return is assigned a higher priority than a policyholder of an insurance company which is not a member of a blue tax return. The sales support system according to any one of the above.   When collating the information of the first and second databases, the first determination result by comparing the address data of the first database with the address data of the second database, and the name data of the first database In the second judgment result by collation with the resident data of the second database, the outline of the structure can be displayed in such a way that it is possible to distinguish and include ambiguous collation in addition to collation success and collation failure. The sales support system according to claim 1, wherein the sales support system is displayed with emphasis.   8. The business support system according to claim 1, wherein when a search condition for a predetermined area is inputted, the outline of the entire area is highlighted and displayed on a map.   9. The business support system according to claim 1, wherein the map information is displayed based on the customer information, but the map information is displayed by a portable information device.   10. The business support system according to claim 1, further comprising means for printing the generated categorized customer map information.   The sales support system according to claim 10, wherein the printed customer map information that does not include a legend for color classification or pattern classification. A method of supporting sales by displaying map information of the area where the business is conducted and information about the customer who is the purpose of the business, customer information including address data, name data, contracted data about the customer, and a map Map information including resident data, address data, and coordinate data for each structure is stored in a plurality of different databases, the information stored in the plurality of databases is verified, and the customer is based on the result of the verification In the sales support system for associating information with map information, and using the associated customer information and map information to display the structure on the map by at least one of predetermined color coding and pattern,
When a plurality of customer information corresponds to one structure in the associated customer information and map information, the structure on the map is color-coded or patterned according to the priority set by the customer type. A sales support method characterized by displaying.

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