JP2006313507A - Sales process management system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To enable a person in charge of business and a business manager to visually recognize general business activities, and to enable the person in charge of business to review the respective phases of the business activities or the analytic results of the business activities for his or her own feedback and business performance improvement or the like. <P>SOLUTION: A sales process management system includes a sales process management screen, and the sales process management screen is formed with blocks corresponding to the respective phases of the business activities, and customer icons are arranged on the sales process management screen, and when the customer icons are dragged and dropped between those blocks, those blocks are moved. <P>COPYRIGHT: (C)2007,JPO&INPIT

Description

  The present invention relates to a sales process management system that manages and analyzes sales processes.

  Conventionally, when a sales person in charge of a company or the like conducts a business activity, the business record is left in some form. Then, by managing and analyzing the record, it is used for the next sales activity.

Japanese Patent Application Laid-Open No. 2004-054495 (Patent Document 1) discloses a system invention relating to sales and sales activities.
JP 2004-054495 A

  However, the background art has the following problems. First, the sales phase changes every moment, and sales representatives conduct sales activities for multiple customers, making it difficult to visually grasp such sales activities as a whole. . Therefore, there is a need for means for the sales representative and the sales manager who manages the sales representative to visually grasp the overall sales activities of the sales representative.

  In sales activities, it is necessary for sales staff to achieve the target number of business negotiations, and to achieve as many business negotiations as possible. Therefore, it is necessary for the person in charge of the sales to improve their sales performance by changing their actions and taking action on their own, such as which phase had a problem, taking into account each phase of their sales activities and the analysis results of those sales activities. is there. Similarly, the sales manager who manages the sales representative needs to check the activities of the sales representative and give appropriate advice. It is also necessary for each salesperson to know the status of other salespersons and for the sales manager to know the sales status of all salespersons under his / her control.

  Therefore, the present invention has been made in view of the above-mentioned problems, and the purpose of the present invention is to make it easy for a sales person and a sales manager who manages this to visually grasp overall sales activities, Make it easier for the sales representative to review each phase of sales activities and analysis results of such sales activities for self-feedback and sales performance improvement, etc., and to easily understand the status of other sales representatives, It is another object of the present invention to provide a sales process management system that enables the sales manager to easily grasp the sales status of all the sales representatives under his / her control.

  The above problem is solved by, for example, the configuration shown in FIG. That is, the sales process management system of the present invention (1) includes a terminal for inputting various information, a master server that receives and stores the various information, and sends display screen data to the terminal, the terminal, and the terminal In the sales process management system having a communication network connecting the master server, the sales process management system includes a sales process management screen, and the sales process management screen is formed with blocks corresponding to each phase in the sales activity, A customer icon is arranged, and the customer icon moves by being dragged and dropped between the blocks.

  By adopting such a configuration, the salesperson himself / herself, another salesperson, or the sales manager can grasp at a glance the phase in which the salesperson is currently located. In other words, since a customer icon with a customer name in each block is arranged, it becomes very easy to understand the current business schedule and prospects and other business conditions. Therefore, it is possible to understand at a glance what the person or sales manager should do now, which is very useful for organizing work situations. Another advantage is that sales representatives can be moved on a personal computer terminal by iconifying the presence of the customer. This makes it easy to organize complex and daily changing sales situations, and sales managers can understand the state of sales by looking at this screen, so a sales process management system that eliminates the need to create reports over and over again. It becomes possible to provide.

  Preferably, in the sales process management system of the present invention (2), in the sales process management system of the present invention (1), each block of the sales process management screen in the sales process management system includes a number display section, and the customer When the icon is moved by dragging and dropping between the blocks, the number display of the number display section in the moved block is counted up.

  By adopting such a configuration, the number of cases of each sales representative for each block is displayed in the number display section. Thereby, not only can the number of cases finally established be understood, but also the number of cases in the middle phase can be understood. Therefore, it is possible to provide a sales process management system that enables the sales representative to understand which phase has a problem and which phase should particularly improve sales performance in sales activities.

  Preferably, in the sales process management system of the present invention (3), in the sales process management system of the present invention (1), the sales process management screen in the sales process management system includes an area for continuation, and the customer If the icon is dragged and dropped to the continuation area, the customer icon is moved to another screen other than the sales process management screen, and after a certain period of time has elapsed from the dragged and dropped time, The customer icon appears on the sales process management screen and prompts a revisit.

  By adopting such a configuration, since the customer icon that has been advanced to the area for continuation last time is displayed again on the sales process management screen after a certain period of time, the salesperson himself is not bothered by time management, It is possible to perform a revisit. That is, it becomes possible to provide a sales process management system that values connection with customers.

  Further, the sales process management system of the present invention (4) includes a terminal for inputting various information, a master server that receives and stores the various information, and sends display screen data to the terminal, the terminal, and the terminal In a sales process management system having a communication network for connecting a master server, the sales process management system creates a performance graph in which numerical items of sales representatives are graphed.

  By taking such a configuration, the sales representative can grasp at a glance which part of the sales activity is weak against the sales office (company-wide) average by browsing the graph, and the sales manager can It becomes possible to provide a sales process management system that enables sales representatives to be instructed in sales activities.

  The sales process management system of the present invention (5) includes a terminal for inputting various information, a master server that receives and stores the various information, and sends display screen data to the terminal, the terminal, and the terminal In a sales process management system having a communication network for connecting a master server, the sales process management system creates a process watch graph in which the sales representative graphs the number of sales phases against each sales phase.

  By taking such a configuration, the sales representative can grasp at a glance which part of the sales activity is weak against the sales office (company-wide) average by browsing the graph, and the sales manager can It becomes possible to provide a sales process management system that enables sales representatives to be instructed in sales activities.

  Further, the sales process management system of the present invention (6) includes a terminal for inputting various information, a master server that receives and stores the various information, and sends display screen data to the terminal, the terminal and the terminal In the sales process management system that has a communication network that connects the master server, all or some of the sales representatives in the sales office are marked, and the division for each name is divided, and the sales representative in that division A process check screen is displayed in which the work progress for the person is shown as a picture.

  With this configuration, one sales representative can visually understand the difference in progress with other sales representatives at a glance. Providing a sales process management system that makes it possible to promote sales activities with a sense, and when the sales manager accesses this screen, the progress of sales representatives at the sales office can be understood at a glance. Is possible.

  Preferably, the sales process management system of the present invention (7) includes a terminal for inputting various information, a master server that receives and stores the various information, and sends display screen data to the terminal, the terminal, In the sales process management system of the present invention (1) to the present invention (6) having a communication network for connecting the master server, the terminal is a mobile terminal.

  By adopting such a configuration, operations from mobile terminals become possible, and sales representatives and sales managers can enter data from their destinations without returning to the sales office. It becomes possible to provide a sales process management system that can be performed.

  The sales process management system of the present invention (8) includes a terminal for inputting various information, a master server for receiving and storing the various information, and sending display screen data to the terminal, the terminal, and the terminal. In a sales process management system having a communication network for connecting a master server, when the sales phase is changed, an icon for prompting transmission appears on the screen of the sales process management system. An e-mail is sent to the e-mail address.

  By adopting such a configuration, it is possible to provide a sales process management system that enables business reports in real time because there are many destinations when using a mobile phone.

  Further, the sales process management system of the present invention (9) includes a terminal for inputting various information, a master server that receives and stores the various information, and sends display screen data to the terminal, the terminal and the terminal In a sales process management system with a communication network that connects the master server, the name of the sales representative is displayed, and a character string is displayed corresponding to the name of the sales representative. Shows the situation of customers.

  By adopting such a configuration, it is possible to provide a sales process management system that makes it easy to grasp the sales phase even on a small screen such as a portable terminal.

  Preferably, the sales process management system of the present invention (10) includes a terminal for inputting various information, a master server that receives and stores the various information, and sends display screen data to the terminal; the terminal; In the sales process management system of the present invention (9) having the communication network for connecting the master server, the number of the character strings corresponds to the number of customers, and the character strings mean the sales phase.

  By adopting such a configuration, it is possible to provide a sales process management system that makes it easy to grasp the sales phase even on a small screen such as a portable terminal.

  The sales process management system of the present invention (11) includes a terminal for inputting various information, a master server that receives and stores the various information, and sends display screen data to the terminal, the terminal and the terminal In a sales process management system having a communication network for connecting a master server, the sales process management system includes an introduction tree screen. The introduction tree screen indicates the relationship of the introducer, and the introduction relationship is indicated by a line. Is formed.

  By adopting such a configuration, it is possible to easily understand who and what kind of connection was followed, and it is possible to increase the motivation of sales representatives etc. by confirming the spread of introductions, etc. It becomes possible to provide a sales process management system.

  Preferably, the sales process management system of the present invention (12) includes a terminal for inputting various information, a master server that receives and stores the various information, and sends display screen data to the terminal, the terminal, In the sales process management system according to the present invention (1) to the present invention (11) having a communication network for connecting the master server, the sales process management system is executed.

  With this configuration, it is possible to provide a program for executing the sales process management system.

  According to the present invention, it is easy for a sales person and a sales manager who manages the sales person to visually grasp the entire sales activity, and the sales person is in charge of each phase of the sales activity to improve self-feedback and sales performance. It is easy to look back on the analysis results of the sales activities, and it is easy to grasp the status of other sales representatives. It becomes possible to provide a sales process management system that makes it easy to grasp.

  In addition, according to the present invention, it is possible to quickly grasp the sales person's sales activities, easily check the problems of the sales person's sales activities, provide self-feedback, and make corrections. There are many advantages such as that sales representatives can engage in sales activities. It also reduces the reporting burden for sales representatives, saving time.

  Furthermore, according to the present invention, only the result of the business negotiation can be seen conventionally, but the middle and process of the business negotiation can be seen firmly. And according to this invention, the sales activity which does not always cut the relationship with a customer can be performed. Furthermore, not only the business talks currently being conducted, but also a wide business cycle in anticipation of a large period, sales activities can be seen widely.

  Thus, the effect of the present invention is enormous. The present invention contributes widely to the industrial world.

  The best mode for carrying out the present invention is as described in Examples shown below.

  Hereinafter, preferred embodiments of the present invention will be described in detail with reference to the accompanying drawings. Note that the same reference numerals denote the same or corresponding parts throughout the drawings.

  FIG. 1 is a block diagram showing a hardware configuration of a sales process management system in an embodiment of the present invention. In FIG. 1, SV1 is a master server that is loaded with a program for driving the sales process management system and that mainly drives the sales process management system. The master server SV1 is connected to a communication network (network) 100. The communication network 100 may be a local area network (LAN) using the IP protocol, the Internet, or another communication network, which may be any of them. A large number of various terminals are connected to the communication network 100. In this figure, for example, a personal computer terminal PC1, PC2, PC3..., A network printer N-PRN1, a network scanner N-SCA1, etc. are connected. . Also, mobile phone base stations K1, K2,... Are connected, the mobile phone base station K1 can communicate with the mobile phone T1, the mobile phone base station K2 can communicate with the mobile phone T2, and the mobile phones T1, T2,. To the communication network 100. However, everything connected to the communication network 100 is not an essential constituent element of the present invention.

  FIG. 2 is a block diagram showing a hardware configuration of the master server SV1 constituting the sales process management system according to the embodiment of the present invention. In FIG. 2, S11 is a CPU as a control means, and SB is a main CPU bus, which is connected to the CPU (S11) and serves as a bus for the CPU 11. That is, many components of the master server SV1 are connected to the main CPU bus SB, and exchange data with the CPU (S11) via the main CPU bus SB. As a result, the master server SV1 is formed with the main CPU bus SB as the center and the CPU (S11) as the control means.

  S12 is a ROM which is a non-volatile storage means storing programs such as starting the master server SV1 and operating each component in the master server SV1, and S13 temporarily stores application programs. Or a RAM as temporary storage means for use as a work area for operating the apparatus. The ROM (S12) and RAM (S13) are both connected to the CPU bus SB.

  Next, S20 is a hard disk as mass storage means. The hard disk S20 is also connected to the main CPU bus SB, and stores and stores application programs, data used in each person's sales process management system, and the like. A large amount of data can be stored in the hard disk S20. Further, the hard disk S20 communicates through the communication network 100, and can centrally manage programs supplied to other personal computer terminals PC1, PC2, PC3, etc., data from other personal computer terminals, and the like. .

  Furthermore, the main CPU bus SB is connected to a communication IF shown in S25 as communication means. This has a function of converting a data format in accordance with a communication protocol or the like in order to communicate with another information device or the like. In this embodiment, the main CPU bus SB and the communication network 100 are connected via a communication IF (S25).

  In addition, since this master server SV1 is operated and data input / output is performed through the communication network 100 from any external personal computer terminal PC1, PC2, PC3... Via the communication IF (S25), a keyboard, mouse, display Input / output devices such as are not individually connected.

  FIG. 3 is a block diagram showing a hardware configuration of any one of the personal computer terminals PC1, PC2, PC3... Constituting the sales process management system in the embodiment of the present invention. 4 is an external view showing the external appearance of any one of the personal computer terminals PC1, PC2, PC3,... Constituting the sales process management system in the embodiment of the present invention, and corresponds to FIG. 3 and 4, reference numeral 11 denotes a CPU as control means, and B denotes a main CPU bus, which is connected to the CPU 11 and functions as a bus for the CPU 11. That is, many components of the personal computer terminal are connected to the main CPU bus B, and exchange data with the CPU 11 via the main CPU bus B. As a result, the personal computer terminal is formed with the main CPU bus B as the center and the CPU 11 as the control means.

  Reference numeral 14 denotes a VRAM (VIDEO-RAM). The VRAM 14 is also connected to the main CPU bus B, and on the other hand, is connected to a display 15 as a display means via a connector or a cable. Reference numeral 15 a denotes an outer edge of the display surface of the display 15.

  Reference numeral 12 denotes a ROM which is a non-volatile storage means storing a program such as starting the apparatus or operating each component in the apparatus, and 13 temporarily stores an application program or operates the apparatus. It is a RAM as a temporary storage means for use as a work area for making it happen. Both the ROM 12 and the RAM 13 are connected to the CPU bus B.

  On the other hand, 16 is a mouse IF, and 17 is a mouse as a first input means for specifying a position in the screen. The operator can move a cursor (not shown) to an arbitrary position on the screen by moving the mouse 17 while looking at the screen displayed on the display 15, and where the cursor is located. Can always grasp. Therefore, an arbitrary position in the screen can be designated by clicking the button of the mouse 17 shown in FIG. The mouse 17 is connected to the mouse IF 16, and the mouse IF 16 mediates exchange of data between the mouse 17 and the main CPU bus B. That is, since the mouse IF 16 is connected to the main CPU bus B, information can be transmitted from the mouse 17 to the CPU 11. Also, drag and drop operation by pressing the mouse button on the figure shown at any position on the screen, pulling the figure while holding down, moving the mouse, and releasing the mouse button at another position. It is also possible to do this.

  Reference numeral 18 denotes a keyboard IF, and reference numeral 19 denotes a keyboard as a second input means for character input. The operator can input a character corresponding to the key by tapping a key on the keyboard 19. The keyboard 19 is connected to the keyboard IF 18, and the keyboard IF 18 mediates data exchange between the keyboard 19 and the main CPU bus B. That is, since the keyboard IF 18 is connected to the main CPU bus B, information can be transmitted from the keyboard 19 to the CPU 11.

  Next, 20 is a hard disk as a mass storage means. The hard disk 20 is also connected to the main CPU bus B, and stores application programs, life plan analysis result data of each target person, and the like. The hard disk 20 can store a large amount of data.

  Reference numeral 21 denotes a DA converter, and reference numeral 22 denotes a speaker as an audio output means. The DA converter 21 converts digital data into analog data. The output side is connected to the speaker 22 and the input side is connected to the main CPU bus B. As a result, by sending a digital audio signal from the CPU 11 or the like to the DA converter 21 via the main CPU bus B, audio can be output from the speaker 22.

  Reference numeral 23 denotes a microphone as voice input means, and reference numeral 24 denotes an AD converter. The output of the microphone 23 is connected to the input of the AD converter 24, and the output of the AD converter 24 is connected to the main CPU bus B. As a result, if sound is input from the microphone 23, the sound signal data converted into the digital system can be taken into the main CPU bus B, and as a result, the CPU 11 handles the sound signal data. Is possible.

  Further, the main CPU bus B is connected to a communication IF-A 25 as a first communication means and a communication IF-B 26 as a second communication means. In order to communicate with other information devices and the like, these have a function of converting a data format according to each communication protocol or the like. In this embodiment, the main CPU bus B and the communication network 100 are connected via the communication IF-A 25, while the main CPU bus B and the printer 27 are connected via the communication IF-B 26. It has become. Therefore, it is possible to cause the printer 27 to output screen display contents, sales data of each target person, and the like via the communication IF-B 26.

  On the other hand, A is a housing that accommodates many parts of the personal computer terminals PC1, PC2, PC3... Among the ones shown in the block diagram of FIG. The portion is used outside the housing A as shown in FIG. 4 and is used by being connected to the housing A by various cables. The communication network 100 is not shown in FIG. On the other hand, parts other than the above are housed inside the housing A. The casing A is equipped with a power button MSW that controls energization and disconnection of the apparatus. In the present embodiment, the personal computer terminals PC1, PC2, PC3,... Are configured together, but not all the components shown in the block diagram etc. are necessarily essential components in the present invention. In FIG. 4 (FIG. 3), the personal computer terminal is shown as a desktop type (tower type). Needless to say, however, the personal computer terminal may be a notebook personal computer with an integrated keyboard 17 or the like.

  In the above configuration, the operation of the sales process management system will be described with reference to the above drawings and the following drawings.

  At present, what is related to the sales process management system takes the connection form shown in FIG. 1 and operates the sales process management system with the master server SV1 shown in FIG. 2 connected to the communication network 100. It is in operation in the administrative area outside the office or sales office. On the other hand, users of the sales process management system such as sales representatives and sales managers can use the sales process management system from any personal computer terminals PC1, PC2, PC3, etc. inside and outside the sales office. Consider a case where a user activates the sales process management system from the PC 1. Now, it is assumed that the personal computer terminal PC1 is activated and is in a standby state. In this state, the user starts up the browser software by double-clicking the icon with the mouse. In this case, the mouse IF 16 of the personal computer terminal detects the movement of the mouse of the personal computer terminal, and the CPU 11 recognizes this, so that the browser software in the hard disk 20 is read into the RAM 13 and the image of the content is sent to the VRAM 14. The browser software is started up by displaying on the display display 15.

  Next, the user inputs from the keyboard 19 an address indicating the startup screen of the sales process management system of the master server SV1 (so-called HTTP address, directory file name, IP address, etc.) from the keyboard 19 in the address field of the browser software. Then, the return key on the keyboard 19 is pressed. As a result, the IP address of the personal computer terminal PC1 itself is added to the communication network 100 from the communication IF-A 25 of the personal computer terminal PC1, and the address and the like are output in the form of packet communication. This address is analyzed by a domain name server (not shown) connected to the communication network 100, converted into an IP address, and then transmitted to the communication network 100.

  The master server SV1 receives the IP address or the like through its communication IF (S25) and analyzes it by the CPU (S11) to know that it has been accessed. Further, by analyzing the IP address of the transmission source, it is also known that it has been transmitted from the PC 1. If it is found that it has been accessed, data indicating the start screen of the sales process management system (for example, file data in HTML format) is read from the directory indicated by the address or the like on its own hard disk S20. Is attached with the IP address of the personal computer terminal PC1 as a destination and also with its own IP address, and is sent to the personal computer terminal PC1 by packet communication through its communication IF (S25). To 100.

  The personal computer terminal PC1 knows that data with its own IP address has been transmitted from the communication network 100 through the communication IF-A 25 and receives it. As a result, data indicating the start screen of the sales process management system (for example, HTML format file data) is successively stored in the RAM 13 of the personal computer terminal PC1. The CPU 11 also analyzes this data (for example, HTML format file data) using browser software stored in the RAM 13 and sends the image data of the start screen of the sales process management system to the VRAM 14. A startup screen of the sales process management system is displayed on the display 15 in the browser software. The startup screen is sent from the master server SV1 to the personal computer terminal PC1, for example, in the HTML data format, the content is analyzed by browser software in the personal computer terminal PC1, the drawing content based on the content is written in the VRAM 14, and the image is displayed on the display 15. Is displayed.

  Next, FIG. 5 is a diagram showing the state transition of the display screen of the sales process management system below the startup screen. Now, the startup screen (pro1) is displayed according to the above process. Hereinafter, the operation of the sales process management system will be further described while explaining the state transition. The state transition assumes that the screen of one browser that has started up on the screen of the personal computer terminal PC1 is changed and displayed, but another browser opens and a new screen is displayed there. This method may be used. In addition, when the screen is changed and displayed, there is a data exchange related to the screen display between the personal computer terminal PC1 and the master server SV1 as described above. A part of the description will be omitted.

  Although not shown in the drawing, the start screen (pro1) displays character icons of “Sales Office Management”, “Sales Person Management”, and “Process Progress Check Sheet”. Hyperlink address to screen and process check authentication screen is included.

  Assume that the user of the system clicks on the text icon “Sales office management”. Then, the CPU 11 of the personal computer terminal recognizes that the position of “sales office management” has been clicked from the click position of the mouse, and as a result, reads the hyperlink address to the office management authentication screen (pro2) from the RAM 13, The hyperlink address added with the IP address of the personal computer terminal PC1 is output from the communication IF-A 25 of the personal computer terminal PC1 to the communication network 100. On the other hand, the master server SV1 receives these through its own communication IF (S25), analyzes them with the CPU (S11), knows that this has been sent to itself, and also uses the personal computer terminal PC1. Recognize IP address and so on. As a result, the CPU (S11) takes out the data of the sales office management authentication screen (pro2) from the hard disk (S20), designates the IP address of the personal computer terminal PC1 through its communication IF (S25), and sets the communication network 100. Output to. The personal computer terminal PC1 knows that data with its own IP address has been transmitted through the communication IF-A 25 and receives it. The sales office management authentication screen (pro2) is displayed by analyzing and displaying this data with a browser. As a result, the personal computer terminal PC1 has transitioned from the startup screen (pro1) to the sales office management authentication screen (pro2). In this way, there is data exchange between the personal computer terminal PC1 and the master server SV1. As a result, there is a screen transition. However, since this data exchange is the same, the details are omitted. That is, for such an operation, “data is transmitted from the personal computer terminal PC1 to the master server SV1”, “downloading the sales office management authentication screen from the master server SV1 to the personal computer terminal PC1”, and the like.

  In this way, the office management authentication screen (pro2) is displayed on the personal computer terminal PC1. On the sales office management authentication screen, the next sales person list screen (pro3) is displayed, and authentication is performed so that only a limited number of persons can access the subsequent sales person input screen (pro4). The person who should be authenticated and logged in here is assumed to be a sales manager (manager, manager) who manages all sales representatives of the sales office. Although not shown, the sales office management authentication screen (pro2) includes a field for inputting a login name of a sales manager and a field for inputting a password. By inputting these and pressing the return key of the keyboard 19, the login name and password are transmitted from the personal computer terminal PC1 to the master server SV1. The master server SV1 retains the registered login name and password data of the sales manager in the hard disk S20. If this data is read and the transmitted login name and password match, the authentication is OK. Then, the next sales person list screen (pro3) is sent. If they do not match and the authentication is NG, the office management authentication screen (pro2) is downloaded again, and the authentication is requested again. If the authentication is not successful more than a certain number of times, or if an authentication operation end icon is prepared and clicked, the initial activation screen (pro1) may be returned.

  The seller list screen (pro3) when the authentication is established is as shown in FIG. In the figure, the sales representative (sales employee) name, login name ((sales representative) code), password, e-mail address, and telephone number are displayed in a list. . Click the "Edit" icon to edit the information of these members, click the "Delete" icon to delete members, and click the "Add" icon to add members. When the “delete” icon is clicked, the information of the corresponding sales representative is deleted from the hard disk S20 in the master server SV1, and again downloaded from the master server SV1 in a form deleted from the list. When the “process check” icon is clicked, a transition is made to a process check screen (pro9) described later.

  If the add icon is clicked, the personal computer terminal PC1 downloads the sales person addition input screen (pro4) from the master server SV1. The sales person addition input screen (pro4) is as shown in FIG. Here, when a new sales representative is generated, the information is input. In the figure, enter a new sales representative (sales employee) name (name), login name ((sales representative) code), password, email address, phone number and click "Save" Then, the contents are transmitted to the master server SV1, stored in the hard disk S20 in the master server SV1, and the sales person list screen (pro3) is downloaded from the master server SV1 with the new sales person added. , Transition to the sales person list screen (pro3) again. If you click the “Reset” icon, the contents written up to that point will be reset. If the “business person list screen” icon is clicked, the screen transitions again to the business person list screen (pro3) without adding. If the “Main Menu” icon is clicked, the screen returns to the first startup screen (pro1).

  Furthermore, when the “edit” icon is clicked on the sales person list screen (pro3), the screen changes to a customer list screen (pro6) described later. Here, the customer list of the salesperson corresponding to the “edit” icon can be viewed, and information such as the telephone number of the salesperson can be rewritten. In other words, it is possible to operate sales representative information as a super user. However, details of what operations can be performed will be described later.

  Again, the description returns to the startup screen (pro1) immediately after starting the sales process management system. Next, consider a case where a sales person is a user of the sales process management system. However, on the startup screen (pro1), although not shown, a character icon of “sales manager” is displayed. As already mentioned. The user who is a sales representative aims at the customer list screen (pro6) by clicking the character icon of “sales manager”.

  In the same manner, by clicking on the “sales management management icon”, the management management authentication screen (pro5) is downloaded from the master server SV1 to the personal computer terminal PC1. In this sales management management authentication screen (pro5), Although not shown, there are a field for entering the login name of the sales manager and a field for entering the password.In the process of pro3 and pro4 described above, a person who has been set as the sales representative in the past by the sales manager etc. Therefore, it is possible to log in by entering the login name and password assigned to the user, and if authentication is OK as in the case of sales office management, the following is possible. Download the customer list screen (pro6) and move to it.If authentication is NG, manage the business again Download the certificate screen (pro5) and request authentication again If the authentication is not OK more than a certain number of times, or if an authentication operation end icon is prepared and clicked, the first startup screen (pro1) You may return to

  The customer list screen (pro6) when the authentication is OK is as shown in FIG. In the figure, it is divided into a “sales information editing” column and a “expected customer list” column. In the “Edit sales information” column, the sales representative (sales employee) name (name), login name ((sales representative) code), password, email address, and telephone number of the sales representative are listed. Yes. When the sales representative adds or changes his / her information, write it here and click “Save”. Then, the contents are transmitted to the master server SV1, stored in the hard disk S20 in the master server SV1, and the customer list screen (pro6) is downloaded from the master server SV1 with the new information added and changed. , Transition to the customer list screen (pro6) again. If you click the “Reset” icon, the contents written up to that point will be reset.

  Next, in the “List of prospective customers” column, prospective customers for the sales representative to establish a contract are listed in order. The name, company name, new registration date, and operation fields of the prospective customer are displayed separately. In the operation column, there are an “edit” icon, a “copy” icon, and a “delete” icon for each prospective customer. In addition, there is an “add” icon at the bottom, and further below there are a “sales office management screen” icon and a “main menu” icon. The “sales office management screen” icon is an icon for making a transition in the direction of the sales agent list screen (pro3). However, as a sales manager other than the sales administrator cannot enter the sales agent list screen (pro3), When the icon is clicked for authentication, the business manager management authentication screen (pro2) is displayed and authentication as a sales manager is performed. The operation in the direction of pro3 below is as described above. If the “main menu” icon is clicked, the screen returns to the first startup screen (pro1).

  On the other hand, when the “add” icon is clicked, the customer input screen (pro7) shown in FIG. 9 is downloaded from the master server SV1, and the screen changes to the customer input screen (pro7). In the customer input screen (pro7), an input field (table) of prospective customer information for each prospective customer who is labeled “prospective customer information editing” is displayed here. In the table, the name of the person in charge (the sales person in charge), the name of the prospective customer, the company name, the e-mail address, the address, the telephone number, etc., and the classification of the customer are shown. Here, the classification (customer classification) shown in FIG. 9 shows the circumstances of becoming a customer, and “My friend (Mr. X)” is a person who belongs to a category such as his friend (“Primary” “Introduction customer from Mr. X (Mr. Y)” is a secondary customer introduced by the primary customer. Furthermore, “introducing customer from Mr. Y (Mr. Z)” is a tertiary customer introduced by the secondary customer. “Corporate customer” indicates a corporate customer (referred to as “corporate customer”).

  When a sales representative meets a prospect, it begins with this input action. In other words, the sales representative starts up the sales process management system, and proceeds from the start screen (Pro1) → salesperson management authentication screen (pro5) → customer list screen (pro6) → the customer input screen (pro7). Enter customer information. When “Save” is clicked after the input, the information on the prospective customer input from the customer input screen (pro7) is sent to the master server SV1, and stored and updated in the hard disk S20 of the master server SV1. As a subsequent screen, a transition is made to the customer list screen (pro6), but it goes without saying that the information of the new prospective customer who has just entered is listed and updated. This is because the customer list screen (pro6) including the information of the added prospective customer is downloaded from the master server SV1. If you click the “Reset” icon, the contents written up to that point will be reset.

  On the other hand, when the “delete” icon in the operation column of the “prospect list” column on the above-described customer list screen (pro6) is clicked, the column of the prospective customer is deleted, the data is also deleted, and the customer list screen (pro6) Are downloaded again from the master server SV1. This is because the prospect of the establishment of the prospective customer is often lost. On the contrary, when the “copy” icon in the operation column is clicked, the column of the prospective customer is copied, the data is duplicated, and the customer input screen (pro7) is downloaded again from the master server SV1. This is because a plurality of contracts may be obtained from the same customer. In this case, when “Save” is clicked, a transition is made to the customer list screen (pro6), but the same prospect appears in the table in a copied form. When the “edit” icon in the operation column is clicked, the customer input screen (pro7) is downloaded again from the master server SV1 in order to re-edit the prospective customer column. After re-editing, clicking on “Save” transitions to the customer list screen (pro6), but the contents of the prospective customer column are re-edited and appear in the table in an updated form. Further, the operation when the “reset” icon is clicked is the same as the above in any case.

  As described above, the functions centered on the sales agent list screen (pro3) mainly used by the sales manager and the functions centered on the customer list screen (pro6) mainly used by the sales staff have been viewed in order. From the sales person list screen (pro3), the sales manager can enter the details of each sales representative and see the status of the prospective customer of each sales representative. Data can be input as On the other hand, from the customer list screen (pro6), each sales representative can modify and update his / her own data or input the status of prospective customers.

  Next, a process check screen (pro9), a sales process management screen (pro10), etc. will be described. Therefore, the explanation is returned to the start screen (pro1) immediately after starting the sales process management system three times. These screens are for visually recognizing the sales process, whether it is accessed by the sales manager, each salesperson, or other salesperson. However, both are useful and can be accessed by anyone. However, on the sales process management screen (pro10) and the like described later, no one other than the sales representative can input, and it is read-only.

  Although not shown in the drawing, the character icon of “process progress check sheet” is displayed on the startup screen (pro1) as already described. A user (salesperson or sales manager) can aim for a process check screen (pro9) or a sales process management screen (pro10) by clicking the character icon of the “process progress check sheet”. By clicking the character icon of this “process progress check sheet”, the process check authentication screen (pro8) is downloaded from the master server SV1 to the personal computer terminal PC1.

  The process check authentication screen (pro8) also has a field for inputting a sales manager's login name and a field for inputting a password, although not shown. There is also a field for entering the login name of the sales representative and a field for entering a password. Therefore, both the sales manager and the sales staff can be used as users here. Therefore, the user can log in by inputting the login name and password assigned to him / her. As in the case of sales office management, if the authentication is OK, the next process check screen (pro9) is downloaded from the master server SV1 to the personal computer terminal PC1, and the process proceeds to that. If the authentication is NG, the process check authentication screen (pro8) is downloaded again and the authentication is requested again. If the authentication is not successful more than a certain number of times, or if an authentication operation end icon is prepared and clicked, the initial activation screen (pro1) may be returned.

  The process check screen (pro9) when the authentication is performed is as shown in FIG. As shown in the figure, the names of all or some of the sales representatives in the sales office are written, and the divisions for each name are partitioned, and the progress of work for the sales representatives is shown as a picture in the divisions. ing. For example, the number of prospective customers in the current month and the number of applicants in the current month are visualized and displayed. For example, the number of leaves is displayed according to the number of prospective customers, and the number of leaves is displayed according to the number of applicants for the current month. The display method of the business progress is as shown in FIG. 11, for example. First, the number of potential customers is visualized by the number of leaves. If there are 2 or fewer prospective customers, 0 leaves, 3 to 5 leaves, 2 leaves, 6 to 9 leaves, 3 leaves, 10 leaves or more leaves It becomes. -On the other hand, the number of applications for the current month is visualized by the number of flowers. If the number of applications is 0, 0 flowers, 2 or less, 1 flower, 3-5, 2 flowers, 6 or more, 3 flowers. However, if there are more than 10 prospective customers and 6 or more applications, one extra flower will be displayed.

  In this embodiment, the information is displayed in conjunction with a sales process management screen (pro10) described later. The number of prospective customers is the sum of the current customer icons in the “Appointed” frame (including the “Introduction” frame) in the “New” block. On the other hand, the number of customer icons that have reached the “apply” block in the current month (may be passed thereafter) is set as the number of applications in the current month. This number is centrally managed in the hard disk S20 of the master server SV1 described above, and as a result of operating a sales process management screen (pro10) to be described later, a numerical value derived and derived from the screen is displayed on this process check screen. (Pro9) is reflected.

  In this way, the difference in progress with other sales representatives can be understood at a glance for one sales representative, so that it is stimulating from the viewpoint of competition with other sales representatives, and it also has a game-like feel. It becomes possible to make efforts to promote sales activities. In addition, when the sales manager accesses this screen, the progress of the sales staff at the sales office can be understood at a glance, which is very effective.

  In the process check screen (pro9) of the sales process management system, the section portion where the business progress for the sales representative is shown as a picture is also an icon. Therefore, when this icon is clicked next, the sales process management screen (pro10) for the sales representative is downloaded from the master server SV1 to the personal computer terminal PC1, and transitions to that screen.

  FIG. 12 shows a sales process management screen (pro10), which is a single screen for one salesperson, and this screen shows the current sales status of the salesperson. This screen is a single screen for one sales representative, and it can be changed by the person name column in the upper left which sales representative belongs. Accordingly, the sales manager and the sales staff can browse the sales process management screen of another person. However, the sales manager and other people's screens can only be viewed (read-only). Therefore, the sales process management screen will be described below, but only the sales staff can perform matters involving operations. This can be distinguished by the authentication described above.

  As shown in the figure, the sales process management screen (pro10) includes a “new” block, an “approach” block, an “hearing” block, a “design” block, a “presentation” block, an “application” block, and a “waiting for establishment” block. In this way, blocks corresponding to each phase in sales activities are formed and connected by arrows. This shows the flow of sales activities, so that the flow of sales activities can be understood at a glance. In the “new” block, there is an “appointed” frame, and an “introduction” frame is further divided. The “appointed” frame is a frame when an appointment is established. Inside that frame is an “introduction” frame, but this is a frame when an introduction date has already been set and the date and time to meet is determined.

In the upper right part of each block and each frame, a number display section, that is, a current month number section indicating the number of current month and a year total number section indicating the cumulative number of the year is displayed over the top and bottom. In addition, from the “hearing” block to the “waiting for establishment” block, there is also a number display section in the lower left part of each block. In the block having both of these number display parts, the upper right part is the result for the new customer, and the lower left part is the result of the customer by the revisit. Therefore, the sum of both is the total number. In addition, both the upper right and lower left numbers are displayed in different colors, making them easy to understand.
For example, if the number of current month in the “Hearing” block indicates “2” and the yearly cumulative number indicates “5”, the number of “hearing” activities related to new customers this month There are two cases, and the number of “hearing” activities this year was five. If the number of cases in the lower left of the “Design” block shows “3” and the number of cases in the year shows “4”, this month's “Hearing” activities related to revisited customers were conducted. The number of cases is three, and the number of “hearing” activities this year was four. The unit for counting the number of cases does not necessarily have to be monthly. In this embodiment, the number of applications for the current month used on the process check screen (pro9) uses a value obtained by adding the new customer and the revisit, but only the new customer or the revisit is used. It doesn't matter.

  Next, the operation of the sales process management screen (pro10) will be described. First, when the new customer appears, an icon appears in the “new” block. The “new” block is a block indicating the presence of a new customer, and an icon indicating the name of the customer appears inside the block when the customer appears. An icon indicating the name of the customer (hereinafter referred to as “customer icon”) is displayed when the sales representative inputs information on the prospective customer on the above-described customer input screen (pro7) and clicks “Save” after the input. The information of the prospective customer input from the customer input screen (pro7) is sent to the master server SV1 and stored and updated in the hard disk S20 of the master server SV1, but the customer icon corresponds to the operation of the prospective customer. Appears as an icon showing the name. Therefore, if the sales representative inputs the information of the prospective customer on the customer input screen (pro7), clicks “Save” after the input and saves it, and then transitions to the sales process management screen (pro10), The customer icon indicating the name of the prospect is displayed on the sales process management screen (pro10). In the sales process management screen (pro10) shown in FIG. 12, you can see that the customer icon of the person “Shirato” appears in the new block.

  The customer icons are also color-coded. That is, the primary customer (Mr. X), the secondary customer (Mr. Y), the tertiary customer (Mr. Z), and the corporate customer (corporate customer) are input separately on the customer input screen (pro7). Accordingly, the customer icons are color-coded. The customer icon of the person “ka” in FIG. 12 is white, indicating that it is a temporary customer (Mr. X). In addition, for the new block and the application block, there is a number display section for each customer category at the bottom of each (the new block is the number of current month and year total, the application block is the year total). The sections are color-coded and displayed in an easy-to-understand manner.

  In addition, when the customer icon is double-clicked, customer information related to the customer icon is displayed. That is, the customer information related to the customer icon input on the above-described customer input screen (pro7) is displayed by opening another window. By the way, you may hold the cursor on the icon for a certain period of time or display it with one click.

  The sales representative confirms the sales process management screen (pro10) during the sales activity and confirms the customer icon of the new “new” block, and then makes an appointment with the customer. When the appointment is established, the customer icon as an object is displayed, and the above-described mouse 17 is used to drag and drop to the “appointed” frame in the “new” block. On the other hand, if it has already been introduced and the date and time for the meeting has been determined, the same drag and drop is performed within the “introduction” frame in the “new” block. If drag and drop has been performed, the customer icon is moved and displayed within the “appointed” or “introduction” frame.

  In the drag and drop, the PC 1 can recognize which customer icon is the target by recognizing the position where the mouse button of the mouse 17 is pressed in the PC 1. On the other hand, the PC 1 can recognize which block has been reached by recognizing the position where the mouse button of the mouse 17 is released in the PC 1. The PC 1 always recognizes the movement position of the mouse 17 during this time. Therefore, the PC 1 can move the customer icon corresponding to the movement position of the mouse 17 while dragging the customer icon.

  If the mouse button of the mouse 17 is released on the PC 1, it means that the customer icon has been moved to another block or the like (here, “already completed” or “introduction” frame). The PC 1 sends a movement signal indicating that it has moved inward to the master server SV 1 via the communication network 100. In response to this, the master server SV1 returns a reception signal indicating that the movement signal has been received to the PC 1 via the communication network 100. If the receipt signal is returned, it is confirmed that the content is also updated in the master server SV1, so the PC 1 displays the customer icon in another block or the like (here “already completed” or “introduction”). ”Is confirmed. This is accomplished by writing new display content to the VRAM 14.

  On the other hand, if the customer icon moves into the “Appointed” or “Introduction” frame in this way, the current number of copies in the upper right part of the “Appointed” or “Introduction” frame and the total number of copies for the year. Each is incremented by one. This is because if the hard disk S20 of the master server SV1 stores the values of the number of current month and the total number of cases for each frame and each block, if the above-mentioned movement signal is generated for each frame and each block, This value can be achieved by incrementing the value (number of cases displayed) by 1 and returning the value to PC1 and displaying the returned value by PC1.

  After that, the sales representative will proceed with the sales activities to the customer corresponding to the customer icon, but in the situation where the customer icon is placed in the “allocated” frame, he next approaches Will be performed. In the approach activity, an interview with the customer will be given and, for example, a product explanation will be given when an insurance contract is aimed. So, if the sales rep actually did this approach activity, he drags and drops the customer icon in the “Appointed” or “Introduction” pane to the “Approach” block. As a result, the customer icon is moved to the “approach” block in the same manner as when the customer icon is moved into the “appointed” or “introduction” frame. Similarly, the number of current month and the total number of current year are incremented by 1 each in the upper right part of the “Approach” block.

  Hereinafter, similarly, it is assumed that a salesperson interviews a customer corresponding to a customer icon for an insurance contract, for example, and hears the actual situation of the family structure of the customer. In this stage, as described above, the sales representative drags and drops the customer icon to move the customer icon to the “hearing” block. The mechanism is the same as above. In addition, it is also the same that the number of current month and the number of cumulative totals in the upper right part of the “hearing” block are incremented by one each.

  On the other hand, if the above approach is taken but the customer's reaction is not good, and if further progress can be expected by continuing to follow up the customer, the sales representative Drag and drop the customer icon for the customer to the area of the arrow indicating “continue”, which is an area for continuation, at the bottom center of the screen. At this time, the customer icon disappears from the sales process management screen (pro10), but remains on a continuation screen (pro11, sales process self-management sheet (continuation information provider version)), which is another sheet described later. In addition, there are also a number of current month and a number of cumulative totals in the lower part of “To continue”, and each counts up by one. The customer icon is moved to a different screen (the continuation screen) and disappears from the sales process management screen (pro10), but the mechanism is the same as before.

  On the other hand, if the approach described above does not respond well to the customer and he or she has to give up the sales activities for the customer, the sales representative will dispose of the customer icon for the customer for disposal. Drag and drop to the area indicated by the arrow “Discard”. At this time, the customer icon disappears from the sales process management screen (pro10), but remains on the discard screen (pro12, sales process self-management sheet (discarded version)), which is another sheet described later. In addition, the number of current month and the total number of current year are also present in the lower part of “Discard”, and each is counted up by one. The customer icon is moved to a different screen (the continuation screen) and disappears from the sales process management screen (pro10), but the mechanism is the same as before.

  As a result of the approach, if there is a customer icon in the “hearing” block, the sales representative will attempt to design, for example, insurance content for the customer. At this stage, the sales representative brings the customer icon to the “design” block by dragging and dropping, and the customer icon is moved to the “design” block. In addition, when the above insurance content can be designed and the customer is presented, the sales representative brings the customer icon to the “Present” block by dragging and dropping, and the customer icon becomes “ Moved to the “Present” block. If the insurance application is received as a result of the presentation, the sales representative brings the customer icon to the “application” block by drag and drop, and the customer icon is moved to the “application” block. Then, after entering the application, after entering the period for waiting for the insurance contract to be established by various procedures, the sales representative brings the customer icon to the “waiting for establishment” block by dragging and dropping. Moved to “waiting for establishment” block. During this time, the number of current month and the total number of current year in the upper right part of each block are incremented by 1 respectively, as described above. These mechanisms are the same as described above. Similarly, the number display section for each customer category is also counted up by 1 when dragged and dropped onto the corresponding block or the like.

  If the insurance contract is established after coming to the “waiting for establishment” block, the sales representative drags and drops it to the area of the arrow labeled “to continue” at the bottom of the “waiting for establishment” block. As a result, one sales activity is completed, but further follow-up is necessary for the customer who has concluded the contract.

  As a result, the customer icon disappears from the sales process management screen (pro10), but remains on the continuation screen (Pro11, sales process self-management sheet (continuation information provider version)), which is another sheet described later. The customer icon is moved to a different screen and disappears from the sales process management screen (pro10), but the mechanism is the same as before.

  In the sales process management screen (pro10), there is a “revisit” block. In the “Revisit” block, there is a frame “Appointed”, and this frame is a frame when the appointment is established. The “Revisit” block displays the customer icon of the customer to be revisited here. Drag and drop this customer icon to the arrow area labeled “To continue” at the bottom center of the screen, or to the arrow area labeled “To continue” at the bottom of the “Awaiting establishment” block. If a certain period (for example, three months) has elapsed since the last customer icon was dragged and dropped onto the “continue” arrow area, it is displayed in this revisit block. In addition, the “Revisit” block and the “Already Appointed” frame also have a number of current month copies and a cumulative number of yearly copies, which are counted up in the same way.

  This is achieved by the following mechanism. That is, when dragging and dropping to the area of each “continue” arrow, the personal computer terminal PC1 sends a movement signal to the master server SV1 indicating that it has moved to “continue”. The SV 1 also records the time when it is received, and stores the customer information related to the customer icon in association with the time when the customer icon is received in the hard disk in the master server. On the other hand, when the sales process management system is activated or once a day (for example, every midnight), the current time is associated with the customer information associated with the customer icon. Compare the time. Then, when the difference between the times becomes a certain period (for example, three months), management is performed under the “revisit” block in the server. Then, when the sales process management system is activated next time, or at a certain time, etc., information related to the customer icon under the “revisit” block is sent to the personal computer terminal PC1. Based on this, the personal computer terminal PC1 writes the image data including the customer icon in the VRAM 14, whereby the customer icon is displayed in the “revisit” block. This prompts the sales representative to revisit.

  If the customer icon is displayed in the “Revisit” block, it can be dragged and dropped in the “Revisit” block in the “Revisit” block as described above. Therefore, if an appointment is taken, the salesperson performs drag and drop to the “appointed” frame. If the customer icon moves to the “already completed” frame, a meeting is actually performed. If this meeting is performed, drag and drop to the “information provision” block. In this “information provision” stage, it is a second or more meeting. If the customer feels a need here, the process proceeds to the “hearing” block. On the other hand, if you do not get a good response, you can drag and drop it again to the area of the arrow that says “Continue” at the bottom center of the screen, or if you think that reunion is no longer meaningful, Drag and drop to the area of the arrow labeled “Discard”. Needless to say, when dragging and dropping to the area of the arrow displaying “To continue”, it is displayed in the revisit block after a certain period (eg, three months) has elapsed again.

  The sales process management screen (pro10) has been described above, but there is a portion where the person name is displayed in the pop-up menu at the upper left of the screen. This represents the name of the salesperson who logged in by default, and the screen displays the status of the logged-in salesperson, but this is a pop-up menu where the displayed salesperson can be changed. This allows you to see the status of other sales representatives. That is, by changing the salesperson in this pop-up menu, the status of the salesperson can be displayed in conjunction with this change. However, the contents of other sales representatives cannot be changed (drag and drop, etc.) and are read-only. The same applies when the sales manager is logged in.

  Furthermore, when the “add new” icon on the right side is clicked, the customer input screen (pro7) can be opened in another window. Therefore, it is possible to input information of prospective customers from a state where the sales process management screen (pro10) is used, and a new customer icon can be created. In addition, when the “management screen” icon on the right side is clicked, the customer list screen (pro6) can be opened, confirmation and the like are possible, and convenience is enhanced. Further, for example, if the ESC (escape) key of the keyboard in the personal computer terminal PC1, for example, is pressed, the CPU 11 of the personal computer terminal PC1 recognizes this and communicates with the master server SV1 to thereby display a list of business operators (pro3 ) Is downloaded, it is possible to adopt a configuration in which a transition to the sales agent list screen (pro3) shown in FIG. 6 is made.

  Furthermore, a menu showing the entire sales office is included in the portion where the person name is displayed in the pop-up menu at the upper left of the screen. As a result, the status of the customer icons of all the sales members of the sales office, and the sum of the display of the number of sales representatives of all the sales offices in each number display section are displayed. As a result, the overall situation of the sales office can be easily grasped, and the system is particularly convenient for sales managers.

  As described above, the sales process management system has the following advantages by providing the sales process management screen (pro10). That is, (1) the sales person himself / herself, another sales person or a sales manager can grasp at a glance the phase in which the sales person is currently located. That is, since a customer icon with a customer name is arranged in each block, it is very easy to understand the current sales schedule and prospects and other business conditions. Therefore, you can understand at a glance what the person or sales manager should do now, and it is very useful for organizing the work situation. (2) In addition, the number of sales representatives in each block is displayed in the current month's number of copies and the annual cumulative number of copies. Thereby, not only can the number of cases finally established be understood, but also the number of cases in the middle phase can be understood. Therefore, in the sales activities, the sales representative can understand which phase has a problem and in which phase the sales performance should be particularly improved. (3) It is advantageous that the presence of customers can be iconified and the sales representative can move on the personal computer terminal. This makes it easier to organize complex and daily changing sales situations, and sales managers can understand the state of sales by looking at this screen, so there is no need to create reports repeatedly. (4) When a customer is approached once, even if the customer's reaction is not good, if sales activities are cut off there, improvement in sales results cannot be expected. However, repeated visits are annoying for customers. Therefore, it is desirable to revisit after a certain period of time, but if it is a certain period of time, there is a possibility that the sales staff and the sales manager will forget. On the other hand, if you use this screen of this system, the customer icon that was previously “Continue” will be displayed again in the “Revisit” block after a certain period of time. It is possible to perform a re-visit without having to do so. That is, connection with customers can be valued. (5) It is also easy to switch to other screens. Therefore, it can be said that it produces the above effects and advantages and is very useful.

  Next, when the “continuation screen” icon at the lower center of the sales process management screen (pro10) shown in FIG. 12 is clicked, the continuation screen (pro11, sales process self-management sheet (continuation information provider) shown in FIG. 13 is displayed. Version)) is displayed. This can also be understood with reference to the diagram showing the state transition in FIG. In FIG. 13, a customer icon dragged and dropped onto two “continue” arrow areas on the sales process management screen (pro10) is displayed. As an example, there is a method of displaying the displayed position at the position of the month corresponding to the time dragged and dropped to “continue”. This is because the master server SV1 records the time dragged and dropped to “continue”, records it on the hard disk (S20) together with the data of the customer icon, and displays the continuation screen (pro11, sales process self-management sheet). This can be realized by sending this to the personal computer terminal PC1 at the time of transition to (continuation information provider version)). The display mechanism and the like are the same as described above. On the other hand, in the present embodiment, the display of the continuation screen is displayed based on the time when revisited as described above. In this case, it is sufficient to display based on a value obtained by adding the above-mentioned fixed period (for example, three months) to the time when the drag and drop is performed to “continue”. The display mechanism and the like can be implemented because only a certain period is added to the above-described mechanism. In this example, three customer icons of “Ayabe”, “Adachi”, and “Kasano” are displayed in August, when three months have been added, compared to May dragged and dropped to “Continue”. Has been. In addition, the time of this re-visit can be freely changed by dragging and dropping in this screen, and by dragging and dropping to the “re-visit” icon of each month, it is set to the re-visit of that month. it can. By the same mechanism. You can then immediately set a revisit by dragging and dropping to the “revisit” icon for the current month. As described above, when the revisit is set, the customer icon is displayed in the “revisit” block of the sales process management screen (pro10). Clicking the “process screen” icon on the screen returns to the sales process management screen (pro10).

  On the other hand, when the “continuation screen” icon at the lower center of the sales process management screen (pro10) shown in FIG. 12 is clicked, the discard screen (pro12, sales process self-management sheet (discard version)) shown in FIG. Is displayed. This can also be understood with reference to the diagram showing the state transition in FIG. In FIG. 14, a customer icon dragged and dropped onto the “discard” arrow area on the sales process management screen (pro10) is displayed. The displayed position is displayed at the position of the month corresponding to the time dragged and dropped to the “discard”. This is because the master server SV1 records the time of drag and drop by “discard”, records it on the hard disk (S20) together with the data of the customer icon, and displays the discard screen (pro12, sales process self-management sheet ( This can be realized by sending this to the personal computer terminal PC1 at the time of transition to the discard version)). The display mechanism and the like are the same as described above. In this embodiment, a customer icon of a person “Moriyama” is displayed in May when the user is dragged and dropped to “Discard”. On the other hand, the display of the continuation screen may be displayed based on a certain period. In this case, it is sufficient to display based on a value obtained by adding the above-mentioned fixed period (for example, three months) to the time dragged and dropped to “discard”. Clicking the “process screen” icon on the screen returns to the sales process management screen (pro10).

  On the other hand, if the ESC (escape) key of the keyboard in the personal computer terminal PC1 is pressed on the sales process screen, the CPU 11 of the personal computer terminal PC1 recognizes this and communicates with the master server SV1, thereby checking the check report screen ( By downloading pro13), a transition is made to the check report screen (pro13) shown in FIG. Since the transition mechanism is only a difference between a signal from the keyboard as a starting point and a signal from the mouse as a starting point, transition can be performed in the same manner as in other cases.

  The check report screen shown in FIG. 15 includes a performance graph and a process watch graph. First, the performance graph shows, for example, numerical items, that is, “number of prospects”, “number of referrals”, “number of approaches”, “number of contracts”, “number of successful contracts”, “average number of days until contract acquisition”, “contracts” Items such as "rate" and "commission unit price" exist and form a radar graph. That is, the performance graph is a graph of numerical items of the sales staff. Here, the performance graph is displayed by comparing the average sales office (company-wide) to which the sales representative belongs and the target person. By the way, the value of the sales representative, such as “expected number of customers”, is the number of cases in the current month and the number of types in the year, as explained in the number of current month and the number of year-to-date for each block on the sales process management screen (pro10). Therefore, the master server SV1 has already stored the data. Therefore, this can be realized by sending the data plotted on the radar graph to the personal computer terminal PC1. In addition, since the data of all sales representatives at the sales office is stored in the master server SV1 for the average of the sales office (company-wide), the average value is calculated by the master server SV1 from these, and this is represented by the radar graph. This can be realized by sending the data plotted to the personal computer terminal PC1.

  On the other hand, in the process watch graph, the horizontal axis represents the sales phase (expected customer (expected), approach (AP), information collection (FF), proposal (PL), contract (N)), and the vertical axis A line graph is formed by taking the number of persons in charge in the current month or the cumulative number of cases in the year. In other words, the process watch graph is a graph of the number of cases for each sales phase of the sales representative. The sales phase may be customized by bringing each block (or each frame) on the sales process management screen (pro10) as it is, or by extracting, adding, and the like. As in the case of the performance graph, the process watch graph compares and displays the average of the sales office (company-wide) to which the sales representative belongs and the target person. Similarly, it is the same in terms of using data already stored in the master server SV1, such as the number of cases in the current month and the number of types in the year, and the average of the sales office (company-wide). Whether it is a radar graph or a performance line graph The process watch graph can be displayed by changing the form and performing the same data and calculation as the performance graph. In addition, the sales representative in the figure is marked with an attention mark because the drop in the number of information collection (FF) after the approach (AP) is remarkable. In this embodiment, a function for providing such a display is also added. This can be easily added by subtracting the number of cases in each (sales) phase and adding it to the place where the value becomes the maximum.

  By viewing these graphs, sales representatives can grasp at a glance which parts of sales activities are weak against the sales office (company-wide) average. This makes it possible to provide guidance on sales activities.

  In this embodiment, the term “transition” is used. This is mainly because data is sent from the master server SV1 and the contents of the browser software opened on the personal computer terminal PC1 are rewritten and transferred. This means that a new window may be opened when the sent data is sent, which is also a form of “transition”.

  (Other examples)

  In the above embodiment, the case where the sales process management system is activated from a personal computer terminal has been described. In this case, the sales process management system is also operated from the mobile terminal by connecting to the master server SV1 via the communication network 100 from the mobile phone T1 that can communicate with the mobile phone base station K1 shown in FIG. It becomes possible. Also in the portable terminal, the hard disk 20 is a non-volatile memory, the mouse 17 is a cross key, the keyboard 19 is a numeric / character key of the portable terminal, the communication to the communication network 100 is wireless, and the communication IF-A 25 is wireless compatible. It goes through the mobile phone base station K1. By using these and the like, the sales process management system can be operated from the portable terminal with the same hardware configuration as in the first embodiment.

  In this case, it is also effective to provide an address for the mobile terminal as the address indicating the startup screen of the sales process management system of the master server SV1 described above. This is because even if the data used is the same, a screen suitable for a small display means for a portable terminal is displayed.

  By enabling operations from a mobile terminal as described above, sales representatives and sales managers can enter data from their destinations without returning to the sales office, enabling faster and more accurate sales activities. Can be done.

  (Other Example 2)

  FIG. 16 is a diagram showing the state transition of the display screen of the sales process management system in another embodiment 2 of the present invention using a mobile terminal such as the mobile phone T1. This is a system that is compatible with mobile terminals. FIGS. 17 and 18 are diagrams showing display screens of the sales process management system according to another embodiment 2 of the present invention. 1 and 2 are the same in the second embodiment of the present invention, and FIG. 3 can also be partially used for a portable terminal (mobile phone T1). Therefore, the second embodiment of the present invention will be described with reference to these drawings. The communication method using the communication network 100 is the same, although wireless means are inserted between them. In addition, the second embodiment of the present invention has a portion that overlaps with the above-described other embodiments of the present invention in that it is operated from a mobile terminal, but this does not deny the above-mentioned other embodiments.

  As an example of the mobile terminal, a case where the mobile phone T1 is connected to the communication network 100 via the mobile phone base station K1 and communicates with the master server SV1 is considered.

  Now, the user of the sales process management system centered on the sales person from the mobile phone T1 to the master server SV1 has an address for the mobile phone T1 indicating a startup screen of the sales process management system (so-called HTTP address, Suppose that a directory file name, an IP address, etc.) are input and transmitted. Then, the startup screen (k1) shown in FIG. 16 is sent from the master server SV1. This screen is as shown in FIG. 17 (k1), and has a column for inputting the “person in charge password” and a “next” icon.

  The user inputs the “person-in-charge password” with a numeric / character key (not shown), then moves the cursor downward with the cross key (not shown) of the mobile phone T1, and moves the cursor to the “next” icon. Then, the sales process management system is activated by pressing a confirmation key (not shown). As a result, data is sent to the master server SV1, and conversely, screen data is sent from the master server SV1, so that the screen transitions to the menu screen (k2). This screen is as shown in FIG. 17 (k2), and includes a “progress” icon, an “add” icon, and a “sales office” icon. The user can use these three functions.

  First, functions related to the “progress” icon will be described. In the menu screen (k2), data indicating that the “progress” function has been selected by moving the cursor over the “progress” icon using the cross key (not shown) and pressing the enter key (not shown). Is sent to the master server SV1, and conversely, screen data is sent from the master server SV1, so that a progress screen (k3) is sent. Thereby, it changes to a progress screen (k3). This screen is as shown in FIG. 17 (k3). The progress screen generally corresponds to the sales process management screen (pro10) shown in FIG. 12 located at pro10 in the state transition diagram of FIG. That is, “waiting for appointment” on the progress screen (k3) is a “new” block on the sales process management screen (pro10), and corresponds to a part other than “already completed” and “introduction”. In addition, the icons of “approved”, “introduction”, “approach”, “hearing”, “design”, “presentation”, “application”, “waiting for establishment”, “information provision” are displayed on the sales process management screen (pro10 ) Corresponding to the same block name. Each icon contains a number in parentheses after the icon name, which indicates the number of customer icons in the block (or frame) whose sales representative is the user of the sales process management system. ing. For example, the progress screen in FIG. 17 (k3) indicates that there is one customer icon in the “approved” frame.

  Next, the user wants to know what customer icon is in each block (or frame). Therefore, using the cross key (not shown) in the block (or frame) to be known, By moving the cursor and pressing a confirmation key (not shown), the contents in the block (or frame) can be known. For example, if the cursor is moved to the “approved” icon and the enter key is pressed, the content transitions to the content in the “approved” frame. That is, transition is made to the target block / frame screen (k4) for each block (or frame). If the cursor is set on the “return” icon and a confirmation key (not shown) is pressed, the state transitions to the previous state (k2).

  On the other hand, the contents of the target block / frame screen (k4) are as shown in FIG. 17 (k4). That is, customer icons existing in the target block / frame are displayed side by side. Since there is only one customer icon in the “approved” frame, a person named “Taro Nakamura” of the customer name related to the one customer icon is displayed here. Needless to say, if there are a plurality of customer icons in the target block / frame, a plurality of customer names related to the customer icons are displayed.

  When a user who is a sales representative conducts a sales activity on a customer related to this customer icon, the cursor is moved to the customer icon by using a cross key (not shown) and a confirmation key (not shown) is pressed. As a result, there is data exchange between the mobile phone T1 and the master server SV1, and a transition is made to the target customer icon screen (process sheet) (k5) relating to the customer icon. If the cursor is set on the “return” icon and a confirmation key (not shown) is pressed, the state transitions to the previous state (k3).

  On the other hand, the target customer icon screen (process sheet) first appears as shown in FIG. 18 (k5-1). That is, a part or all of the history of sales activities to the customer related to the customer icon is shown with the date, and the block (frame) of the current target customer icon is shown with the date at the end of the history. Has been. And the icon regarding the next sales activity to the customer which concerns on the said customer icon is shown with the direction instruction | indication. In other words, the person named “Taro Nakamura” is now in the “approved” frame, so if the sales activities progress, proceed to “approach”, and if the sales activities recede, go back to “wait for appointment”. . These two are displayed as icons by indicating directions to “approach” and “wait for appointment” so that they can be selected.

  Subsequently, it is assumed that the user (sales person in charge) advances (retreats) the sales activity on the target customer icon screen (process sheet). Then, he uses the cross key (not shown) on the screen of FIG. 18 (k5-1) to move the cursor, and moves the cursor to “approach” (when progressing) and “waiting for appointment” (when moving backward). And press a confirmation key (not shown). As a result, there is data exchange between the mobile phone T1 and the master server SV1, and as a result, the transition to the target customer icon screen (process sheet) is the same, but the screen is shown in FIG. The screen 2) appears. When the cursor is set on the “return” icon and a confirmation key (not shown) is pressed, the state changes to k3.

  The screen of FIG. 18 (k5-2) is a screen when the user (sales person in charge) advances the sales activity. In this case, it is the same that a part or all of the history of the sales activities to the customer related to the customer icon is shown in the date, but the phase after the progress is shown and it is in the “approach” state. Yes. In the case of retreating, the state when retreating is recorded. On the other hand, an icon relating to a new next business activity to the customer related to the customer icon is shown with a direction indication. That is, from the “approach” state, the backward movement may move to two places (the “approved” frame and the “introduction” frame), which are displayed. On the other hand, since there is a case where the user moves to three places ("Hearing" block, "Continue" block, and "Discard" block), it is displayed.

  In addition, the “report transmission” icon appears on the screen of FIG. 18 (k5-2). In the present embodiment, this icon is displayed only when progressing, but may be displayed when retreating. When the user moves the cursor here and presses a confirmation key (not shown), an e-mail is transmitted to the address of a registered office or sales manager. That is, when the sales phase is changed, an icon for prompting transmission appears on the screen of the sales process management system, and the user moves the cursor here and presses a confirmation key (not shown) (accesses the icon). ) And an e-mail is transmitted to a predetermined e-mail address such as a pre-registered office or sales manager. Since there are many destinations when using the mobile phone T1, such a function is added to enable a business report in real time, which is very convenient. When the cursor is set on the “return” icon and a confirmation key (not shown) is pressed, the state changes to k3. The above is the function relating to the “progress” icon in k2.

  Next, regarding the function relating to the “add” icon, when the cursor is moved to the “add” icon on the menu screen (k2) and a confirmation key (not shown) is pressed, the screen transitions to the add screen (k6). Then, the screen of FIG. 18 (k6) appears, and a new customer can be added. Since there is a column for entering a new customer name on the left side of the screen, this is entered using a numeric / character key (not shown). Next, as described above, the customer is referred to as a primary customer (Mr. X)), a secondary customer (Mr. Y), a tertiary customer (Mr. Z), and so on. Since there is a classification of corporate customers (corporate customers), the pop-up menu on the right side of the customer name is operated with a cross key (not shown) and confirmed with a confirmation key (not shown). If there is at least one new customer input and pop-up menu operation / confirmation, the user moves the cursor to the “Done” icon with the cross key and confirms with the confirm key. Press the icon. As a result, registration of a new customer to the master server SV1 is completed, and then a customer icon appears in “Waiting for appointment” (“new” block in the sales process management both sides (pro10) in FIG. 12). Then, upon completion of registration, the screen returns to the menu screen (k2). If the cursor is set on the “return” icon and a confirmation key (not shown) is pressed, the state changes to k2. The above is the function related to the “add” icon in k2.

  The function relating to the “sales office” icon is as follows. On the menu screen (k2), when the cursor is moved to the “sales office” icon and a confirmation key (not shown) is pressed, the screen transits to the office office screen (k7). Then, the screen of FIG. 18 (k7) appears, and here, the sales status of all the sales offices is displayed. Here, the names of the sales representatives of the sales office members including themselves are arranged and displayed, and a character string indicating the current customer status is displayed on the right side corresponding to the name of the sales representative. In the customer situation, one character indicates one customer, and the number of the character strings corresponds to the number of customers (icons). Also, the meaning of the letter is 0 for waiting for appointment, 1 for appointment, I for introduction, K for approach, H for hearing, Q for design, G for presentation, M for application, S for establishment, J for It means the sales phase of information provision. Now, in the sales office screen (k7) shown in FIG. 18 (k7), there are 7 customers for "Furukawa", 3 people waiting for establishment, 1 application, 1 approach, and waiting for appointment. It shows that there are two people. Further, it is shown that there is one customer for the person “Murano”, and one of them is waiting for an appointment. Furthermore, the person named Horita has one customer, and one of them is an introduction. This indicates that there are currently no customers in each of “Mitada”, “Oyama”, “Omori”, “Miki”, and “Tara”. That is, the number of character strings indicates the number of customers, and the character string indicates the sales phase (in which block (frame) exists). If the cursor is set on the “return” icon and a confirmation key (not shown) is pressed, the state changes to k2. The above is the function related to the “sales office” icon referred to as k2. This makes it easy to grasp the sales phase even on a small screen such as a portable terminal.

  By adopting the above configuration, we can provide a sales process management system that is easy to visually understand even on small screens and restricted operation units such as mobile terminals such as mobile phones, Very beneficial.

  (Other Example 3)

  In addition, the sales process management system can take another embodiment 3 described below in combination with the above embodiment or independently. Another embodiment 3 is characterized in that it has an introduction tree screen (pro15) in FIG. 5 used in the embodiment described above.

  A picture of a tree is drawn in the lower left part of the sales process management screen (pro10) shown in FIG. 12 used in the above-described embodiment, but in another embodiment 3, this picture is an icon. By clicking on a picture (icon), a transition is made to the introduction tree screen (pro15) by the mechanism of the above embodiment.

  FIG. 19 is a diagram showing an introduction tree screen (pro15). This figure shows the relationship between introducers, and the introduction relationship is indicated by a line to form a tree. That is, the introduction tree screen (pro15) is a screen on which the spread of introduction can be seen on one screen. In this figure, Mr. A is the primary customer (Mr. X) referred to in the above-described embodiment, and Mr. B is the person introduced to Mr. A (secondary customer (Mr. Y) referred to in the above-described embodiment). ), Mr. D is the person introduced to Mr. B (the tertiary customer (Mr. Z) in the above example), Mr. E is the person introduced to Mr. D, and Mr. G is Mr. E. It means that it is a person introduced in. Meanwhile, Mr. C is introduced to Mr. A who is the primary customer (Ms. X), Mr. H is introduced to Mr. C, who is the secondary customer (Ms. Y), and Mr. I and Mr. J are tertiary. It means that the person was introduced to Mr. H who is a customer. It also means that Mr. F was introduced by Mr. J, Mr. K was introduced by Mr. I, and Mr. L was introduced by Mr. K. In this way, an introduction tree can be formed by connecting the introduction relationships with lines.

  This can be realized, for example, by the following means. That is, in the input on the customer input screen (pro7) in the above embodiment, when inputting the name of the prospective customer, the primary customer (Mr. X), the secondary customer (Mr. Y), the tertiary customer ( Mr. Z) and corporate customers (corporate customers) were classified and entered. On the other hand, in the third embodiment, a field for inputting the name of the introducer is provided together with or in place of the classification, and when the name of the prospective customer is input, the introducer is provided. An introduction tree can be realized by entering the name. In this way, when storing the prospective customer information in the hard disk S20 of the master server SV1, the name of the introducer is stored in association with each other. Therefore, when the transition to the introduction tree screen (pro15) is made, The master server SV1 performs drawing in which the icon and the introducer's icon are pulled by a line, performs drawing for all (or part of) prospective customers, downloads the image from the master server SV1, and makes transition. Thus, the function of the introduction tree screen (pro15) can be realized. In the introduction tree screen (pro15), if the ESC (escape) key of the keyboard in the operating personal computer terminal (for example, PC1) is pressed, the screen returns to the original sales process management screen (pro10). Configuration can be taken.

  The introduction tree screen (pro15) enables the following. That is, in the past, it was difficult to follow who had what kind of connection, but this can be easily understood. In addition, since the spread of introduction can be confirmed, it becomes possible to increase the motivation of sales representatives. In addition, it is expected that the sales representatives will be able to realize that their activities are made up of supporters as shown on the introduction tree screen (pro15). An improvement in customer attitudes is also expected.

In addition, even if the referral connection is broken, the referral tree screen (pro15) can be used to understand the referral connection, so to the original customers such as so-called temporary customers and customers who have introduced multiple customers, It is easy to request an introduction again. Since such large-scale customers and customers who have introduced multiple people tend to want to support more if the person they are trying to support is doing their best, the effect of the introduction tree screen (pro15) is further Become huge.
In other words, the introduction tree screen (pro15) makes it possible to easily manage the introducer as a key, and the effect is enormous.

  (Summary)

  In the present invention, since the data is centrally managed by the master server SV1, it can be accessed from any of the personal computer terminals PC1, PC2, PC3, and from any of the mobile phones T1, T2,. However, even if accessed from other not-shown ones, the data is centralized and managed by the hard disk S20 in the master server SV1, and if the data is input from each terminal or a drag-and-drop occurs, this master Needless to say, data in the hard disk S20 in the server SV1 is rewritten. Therefore, it goes without saying that the unified data is sent from the unified data to each terminal, and that the data is written from each terminal. That is, the data is commonly used through personal computer terminals PC1, PC2, PC3..., Mobile phones T1, T2. Accordingly, if the data is changed on each terminal or on one screen from one terminal, after the operation of re-reading from the master server SV1, the other terminal or other screen is entered. Will be changed in conjunction with this.

  As described above, according to the present invention, it is possible to quickly grasp the sales person's sales activities, easily check the problems of the sales person's sales activities, provide self-feedback, and be able to make corrections. There are many advantages such as that sales representatives can engage in sales activities. It also reduces the reporting burden for sales representatives, saving time.

  Further, according to the present invention, only the result of the business negotiation can be seen conventionally, but the middle and process of the business negotiation can be seen firmly. And according to this invention, the sales activity which does not always cut the relationship with a customer can be performed. Furthermore, not only the business talks currently being conducted, but also a wide business cycle in anticipation of a large period, sales activities can be seen widely.

  Thus, the effects of the present invention are enormous, and the present invention widely contributes to the industry. Further, other variations and examples are conceivable within the scope of the claims of the present invention, but it goes without saying that they are within the scope of the present invention.

It is a block diagram which shows the hardware constitutions of the sales process management system in the Example of this invention. It is a block diagram which shows the hardware constitutions of master server SV1 which comprises the sales process management system in the Example of this invention. It is a block diagram which shows the hardware constitutions in any one of personal computer terminal PC1, PC2, PC3 ... which comprises the sales process management system in the Example of this invention. It is an external view which shows the said one external appearance of the personal computer terminal PC1, PC2, PC3 ... which comprises the sales process management system in the Example of this invention. It is a figure which shows the state transition of the display screen of the said sales process management system below the starting screen in the Example of this invention. It is a figure which shows the business person list screen (pro3) in the Example of this invention. It is a figure which shows the sales person addition input screen (pro4) in the Example of this invention. It is a figure which shows the customer list screen (pro6) in the Example of this invention. It is a figure which shows the customer input screen (pro7) in the Example of this invention. It is a figure which shows the process check screen (pro9) in the Example of this invention. It is a figure which shows the display method of the work progress with respect to the sales staff in the process check screen (pro9) in the Example of this invention. It is a figure which shows the sales process management screen (pro10) in the Example of this invention. It is a figure which shows the continuation screen (pro11, sales process self-management sheet | seat (continuation information provider version)) in the Example of this invention. It is a figure which shows the discard screen (pro12, sales process self-management sheet | seat (discard version)) in the Example of this invention. It is a figure which shows the check report screen (pro13) in the Example of this invention. It is a figure which shows the state transition of the display screen of the said sales process management system in other Example 2 of this invention. It is the figure which showed the display screen of the said sales process management system in other Example 2 of this invention. ((K1) to (k4)) It is the figure which showed the display screen of the said sales process management system in other Example 2 of this invention. ((K5) to (k7)) It is a figure which shows the introduction tree screen (Pro15) of the said sales process management system in other Example 3 of this invention.

Explanation of symbols

SV1 Master server PC1 Personal computer terminal PC2 Pancon terminal PC3 Personal computer terminal N-PRN1 Network printer N-SCA1 Network scanner K1 Mobile phone base station K2 Mobile phone base station T1 Mobile phone T2 Mobile phone 100 Communication network (network)
SB main CPU bus (master server SV1)
S11 CPU (Master Server SV1)
S12 ROM which is a non-volatile storage means (master server SV1)
S13 RAM as a temporary storage means (master server SV1)
S20 Hard disk as a mass storage means (master server SV1)
S25 Communication IF as communication means (Manuter server SV1)
A casing MSW power button B main CPU bus 11 CPU as control means
12 ROM as non-volatile storage means
13 RAM as temporary storage means
14 VRAM (VIDEO-RAM)
15 Display 15a as display means 16 Outer edge 16 of display surface of display 15 Mouse IF
17 Mouse 18 as the first input means Keyboard IF
19 Keyboard 20 as second input means 20 Hard disk 21 as mass storage means DA converter 22 Speaker 23 as voice output means Microphone 24 as voice input means AD converter 25 Communication IF- as first communication means A
26 Communication IF-B as second communication means
27 Printer

Claims (12)

In a sales process management system having a terminal for inputting various information, a master server for receiving and storing the various information, sending display screen data to the terminal, and a communication network connecting the terminal and the master server The sales process management system includes a sales process management screen. In the sales process management screen, blocks corresponding to each phase in sales activities are formed, customer icons are arranged, and the customer icons are arranged between the blocks. A sales process management system that moves by being dragged and dropped. 2. The sales process management system according to claim 1, wherein each block of the sales process management screen in the sales process management system includes a number display section, and the customer icon is moved by being dragged and dropped between the blocks. The sales process management system, wherein the number display of the number display section in the moved block is counted up. 2. The sales process management system according to claim 1, wherein a sales process management screen in the sales process management system has an area for continuation, and the customer icon is dragged and dropped to the area for continuation. The icon is moved to another screen other than the sales process management screen, and after a certain period of time has elapsed from the time of the drag and drop, the customer icon appears on the sales process management screen again to encourage a revisit. A characteristic sales process management system. In a sales process management system having a terminal for inputting various information, a master server for receiving and storing the various information, sending display screen data to the terminal, and a communication network connecting the terminal and the master server The sales process management system is characterized in that the sales process management system creates a performance graph in which the sales representative's numerical items are graphed. In a sales process management system having a terminal for inputting various information, a master server for receiving and storing the various information, sending display screen data to the terminal, and a communication network connecting the terminal and the master server The sales process management system is characterized in that the sales process management system creates a process watch graph in which the sales representatives graph each number of sales phases. In a sales process management system having a terminal for inputting various information, a master server for receiving and storing the various information, sending display screen data to the terminal, and a communication network connecting the terminal and the master server , A process in which the names of all or some of the sales representatives in the sales office are written and the divisions for each name are divided, and the progress of the operations for the sales representatives is illustrated in the divisions A sales process management system characterized by displaying a check screen. A terminal for inputting various information, a master server for receiving and storing the various information, sending display screen data to the terminal, and a communication network for connecting the terminal and the master server. Item 7. The sales process management system according to Item 6, wherein the terminal is a mobile terminal. In a sales process management system having a terminal for inputting various information, a master server for receiving and storing the various information, sending display screen data to the terminal, and a communication network connecting the terminal and the master server When the sales phase is changed, an icon for prompting transmission appears on the screen of the sales process management system, and when a user accesses the icon, an email is transmitted to a predetermined email address. To a sales process management system. In a sales process management system having a terminal for inputting various information, a master server for receiving and storing the various information, sending display screen data to the terminal, and a communication network connecting the terminal and the master server A sales process management characterized in that the name of the sales representative is displayed and a character string is displayed corresponding to the name of the sales representative, and the character string indicates the current customer situation. system. The sales according to claim 9, further comprising: a terminal for inputting various information; a master server that receives and stores the various information and sends display screen data to the terminal; and a communication network that connects the terminal and the master server. In the process management system, a sales process management system characterized in that the number of the character strings corresponds to the number of customers, and the character strings mean a sales phase. Sales process management system having a terminal for inputting various information, a master server for receiving and storing the various information, sending display screen data to the terminal, and a communication network connecting the terminal and the mask server The sales process management system includes an introduction tree screen, the introduction tree screen shows a relationship between introducers, and the introduction relationship is indicated by a line to form a tree. A terminal for inputting various information, a master server for receiving and storing the various information, sending display screen data to the terminal, and a communication network for connecting the terminal and the master server. Item 12. A sales process management system up to Item 11, a program for executing the sales process management system.

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