JP2007080257A - Portable sales activity support device - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To implement salespersons' effective sales activities by motivating customers to purchase insurance products. <P>SOLUTION: A portable sales activity support device 1 comprises a storage means 6 for storing introduction data consisting of a plurality of screen data set in display order, and a display means 3 for displaying a plurality of screen data 111 to 11m stored in the storage means 6 according to a salesperson's operations and the display order. The display order of the plurality of screen data 111 to 11m is set according to an insurance product need promotion story enumerating questions about insurance products to a customer and answers to the questions. The plurality of screen data 111 to 11m consist of data for displaying the questions, data for displaying the answers, and data for displaying lines that the salesperson should give to the customer. The sales activity support device 1 implements an insurance product need promotion function. <P>COPYRIGHT: (C)2007,JPO&INPIT

Description

  The present invention relates to a portable sales activity support apparatus that supports sales activities of insurance products or financial products performed by sales representatives for customers.

  Generally, when a salesperson introduces insurance products to a customer, the salesperson brings materials such as pamphlets related to the insurance products and presents materials for insurance products suitable for the customer.

  In Japanese Patent Application No. 2001-331652, information relating to insurance products sold by a plurality of insurance companies is arranged in a mutually comparable format, and this information is transmitted from a management server to a terminal via a network. Is described.

Patent document 2 (Japanese Patent Laid-Open No. 2001-256350) discloses a system for comparing and inquiring about the contents of insurance products of each insurance company through an Internet homepage. An invention is described in which document request data is created based on the order data and the document requested by the customer is sent to the customer.
JP 2001-331652 A JP 2001-256350 A

  For sales representatives with little experience, it may be difficult to fully appeal the advantages of insurance products to customers, and it may be difficult to provide easy-to-understand explanations for customers. In addition, it may be difficult for a sales person with little experience to smoothly introduce insurance products to customers in a smooth and rhythmic manner. Furthermore, in sales of insurance products, it is important that sales representatives are trusted by customers.

  In Patent Document 1, information on insurance products sold by a plurality of insurance companies is provided to customers via a network. In Patent Document 2, a comparison list of insurance contents is created through a homepage on the Internet, and a document requested by the customer is sent to the customer.

  However, in Patent Documents 1 and 2 above, when a sales representative and a customer meet, a sales representative explains how the sales representative urges the customer to purchase insurance products. It has not been studied how to effectively explain individual insurance products.

  The present invention has been made in view of the above circumstances, and is a portable sales activity for stimulating customers' desire to purchase insurance products or financial products and realizing effective sales activities by sales representatives. An object is to provide a support device.

  In the first aspect of the present invention, the portable sales activity support device supports a sales activity of insurance products performed by a sales representative for a customer. The portable sales activity support device stores storage means for storing introduction data composed of a plurality of screen data with a predetermined display order, and stores a plurality of screen data stored in the storage means for sales representatives. Display means for displaying according to the operation and the display order; The display order of the plurality of screen data stored in the storage means is set in accordance with a story for inviting the necessity of an insurance product in which a question related to the insurance product for a customer and an answer to the question are arranged. The plurality of screen data stored in the storage means includes data for displaying a question, data for displaying an answer, and data for displaying a speech spoken to a customer by a sales representative. To do. The portable sales activity support device realizes a function for invoking the necessity of insurance products.

  In the second aspect of the present invention, the portable sales activity support device supports the sales activity of the financial product performed by the sales representative for the customer. The portable sales activity support device stores storage means for storing introduction data composed of a plurality of screen data with a predetermined display order, and stores a plurality of screen data stored in the storage means for sales representatives. Display means for displaying according to the operation and the display order; The display order of the plurality of screen data stored in the storage means is set in accordance with a story for inviting the necessity of a financial product in which a question related to a financial product for a customer and an answer to the question are arranged. The plurality of screen data stored in the storage means includes data for displaying a question, data for displaying an answer, and data for displaying a speech spoken to a customer by a sales representative. To do. The portable sales activity support device realizes a function for invoking the necessity of financial products.

  In addition, said aspect is expressed as an apparatus. However, the present invention is not limited to this, and the above aspect may be expressed by a method, a program, a computer-readable storage medium, and the like.

  According to the present invention, the customer's willingness to purchase insurance products can be effectively aroused.

  Hereinafter, embodiments of the present invention will be described with reference to the drawings. In addition, the same code | symbol is attached | subjected about the same part in each following figure, and description is abbreviate | omitted.

(First embodiment)
In the present embodiment, a portable sales activity support device used for introduction of insurance products (necessity (need) arousal, product description) will be described as an example, but mobile phones used for introduction of financial products other than insurance products. The same applies to the type of sales activity support device.

  FIG. 1 is a block diagram showing an example of a portable sales activity support apparatus according to the present embodiment.

  As the portable sales activity support device 1, a portable terminal such as a notebook personal computer can be used. The sales representative visits the customer with the portable sales activity support device 1 and introduces insurance products while viewing the screen together with the customer.

  The portable sales activity support apparatus 1 includes an input device 2 such as a keyboard, a mouse, and a touch pen, a display device 3 such as a liquid crystal display, and a sound output device 4 such as a speaker.

  The portable sales activity support device 1 inputs various designation data and instruction data from a sales representative by an input device 2, displays display data and moving image data by a display device 3, and outputs sound by a sound output device 4. Output data. The portable sales activity support device 1 includes a control device 5 that implements an insurance product introduction navigation function. Here, it is assumed that the insurance product introduction navigation function includes an insurance product necessity inducing function and an insurance product explanation function.

  Further, the portable sales activity support device 1 includes a data storage device 6. The data storage device 6 stores a plurality of introduction data 71 to 7i, attribute selection screen data 8, individual selection data 9, and a plurality of operation explanation data 101 to 10i. Since the business activity support device 1 is portable, the data storage device 6 is preferably a built-in storage device such as an internal memory or a hard disk.

  The plurality of introduction data 71 to 7i is data used for introduction of insurance products according to various customer attributes.

  The plurality of introduction data 71 to 7i includes a plurality of screen data, moving image data, and sound data. For the screen data constituting each of the introduction data 71 to 7i, the display order when introducing the insurance product to the customer is determined.

  In the plurality of introduction data 71 to 7i, the display order of the plurality of screen data includes an insurance product necessity story in which questions related to insurance products to customers and answers to the questions are arranged, an explanation story of insurance products, It is set according to.

  The story of raising the need for insurance products is the flow of content that customers feel they need, and the explanation story for insurance products is the flow of content that allows customers to understand the specific content of insurance products. .

  For example, the introduction data 71 is composed of a plurality of screen data 111 to 11m, and is displayed in the order of the screen data 111 to 11m when a general introduction navigation function is executed.

  The introduction data 7i is composed of a plurality of screen data 121 to 12n, and is displayed in the order of the screen data 121 to 12n when a general introduction navigation function is executed.

  Screen data composing the introduction data 71 to 7i includes data for displaying a question, data for displaying an answer, data for displaying a speech that a sales person talks to a customer, and explanation of insurance products. Contains data for display.

  In the present embodiment, at least one of the screen data constituting the introduction data 71 to 7i is a text representing a salesperson's line when the displayed screen data is switched to the next displayed screen data. Contains data.

  Further, for example, at least one of the screen data constituting the introduction data 71 to 7i includes summary data of the contents of the screen data to be displayed next, and the sales person in charge displays the contents of the image data to be displayed next. It may be possible to grasp in advance. In the present embodiment, it is assumed that each screen data is arranged so that question data serving as a bridge to the screen data to be displayed next is not conspicuous in the lower right. Thereby, the sales staff can smoothly switch the screen data and explain the insurance product.

  Considering the tempo, time, etc. of the introduction of insurance products, the number of screen data that displays question data and answer data related to insurance products according to the necessity-inducing story among a plurality of screen data is, for example, about 4 to 8 Is preferred. This is because, in insurance product sales activities, customers often have limited time to contact sales representatives, and it is important to promptly recognize the necessity of insurance products and the contents of insurance products. For this reason, in the present embodiment, it is assumed that the necessity-raising story is created so that the explanation of the insurance product is completed within 15 minutes (preferably about 4 to 6 minutes).

  Further, from the viewpoint of creating thumbnail screen data, it is preferable that the number of screen data for displaying question data and answer data related to insurance products in accordance with the necessity-inducing story is about four.

  The attribute selection screen data 8 relates customer attributes (age, sex, occupation, family composition, married / single, etc.) and insurance product introduction data 71 to 7i corresponding to the attributes.

  The individual selection data 9 is a list relating to screen data stored in the data storage device 6 so that any of the screen data included in the plurality of introduction data 71 to 7i can be specified.

  The operation explanation data 101 to 10i are data used for learning to introduce the insurance product by inviting the necessity of the insurance product by the sales staff using the introduction data 71 to 7i. This includes screen data, moving image data, and sound data representing descriptions (for example, descriptions of each screen data, descriptions of buttons to be specified on each screen, etc.).

  The control device 5 includes an attribute selection unit 13, a thumbnail screen creation unit 14, an individual selection unit 15, and an output control unit 16. The control device 5 is an arithmetic processing device such as a CPU or a processor. The attribute selection unit 13, the thumbnail screen creation unit 14, the individual selection unit 15, and the output control unit 16 are executed by the control device 5. It may be realized by a program. For example, the browser 17 may be used as this program.

  When execution of the introduction navigation function is started, the attribute selection unit 13 first reads the attribute selection screen data 8 stored in the data storage device 6 and displays it on the display device 3 so as to select and specify the customer attribute. Prompt.

  The attribute selection unit 13 receives attribute designation data indicating a customer attribute from the input device 2, and reads introduction data corresponding to the customer attribute from the data storage device 6.

  The thumbnail screen creation unit 14 selects four screen data from the introduction data read from the data storage device 6. The thumbnail screen creation unit 14 selects screen data according to a predetermined rule. For example, the thumbnail screen creation unit 14 selects four pieces of screen data corresponding to an insurance product necessity evoke story. In addition, the screen data in a predetermined display order is selected by the thumbnail screen creation unit 14.

  Further, the thumbnail screen creation unit 14 reads the individual selection data 9 from the data storage device 6 and creates a list of screen data corresponding to the customer attribute based on the list of the individual selection data 9.

  Further, the thumbnail screen creation unit 14 creates thumbnail screen data including the four screen data and a list of screen data corresponding to the customer attributes.

  Then, the thumbnail screen creation unit 14 causes the display device 3 to display thumbnail screen data, so that any one of the screens in the list corresponding to the display designation or customer attribute of the selected four screen data is displayed. Encourage the start of the insurance product introduction navigation function based on data display designation and introduction data according to customer attributes.

  When the individual selection unit 15 receives designation data for any one of the four screen data selected by the thumbnail screen creation unit 14 from the input device 2, the individual selection unit 15 displays the screen data represented by the designation data as the data storage device 6. Is read out from the image and displayed on the display device 3.

  Similarly, when the individual selection unit 15 receives designation data for any screen data in the list of screen data corresponding to the customer attribute from the input device 2, the individual selection unit 15 displays the screen data represented by the designation data in the data storage device 6. Is read out from the image and displayed on the display device 3.

  When the output control unit 16 receives the insurance product introduction start instruction data based on the introduction data from the input device 2, the output control unit 16 determines the introduction data corresponding to the customer attribute indicated by the attribute designation data according to the operation instruction data from the input device 2. The screen data is read out and displayed on the display device 3 in the display order.

  The output control unit 16 causes the display device 3 to display moving image data included in the introduction data, and causes the sound output device 4 to output sound data.

  When the output control unit 16 receives the learning mode designation data related to the insurance product from the input device 2, the output control unit 16 reads out the operation explanation data designated by the learning mode designation data.

  Then, the output control unit 16 displays the screen data and the moving image data included in the operation explanation data on the display device 3 according to the order according to the operation explanation story and the operation of the sales staff, and outputs the sound. Sound data is output by the device 4.

  In the present embodiment, the association between the data stored in the data storage device 6 may be performed using a hyperlink or the like.

  The operation of the portable sales activity support apparatus 1 as described above will be described using display contents of screen data.

  FIG. 2 is a screen diagram illustrating an example of a display state of the attribute selection screen data 8.

  The attribute selection screen data 8 includes data 8a for prompting specification of customer attributes. In the following description, it is assumed that the customer attribute corresponding to the introduction data 71 is designated.

  FIG. 3 is a screen diagram showing an example of a display state of thumbnail screen data created by the thumbnail screen creation unit 14.

  The thumbnail screen data 18 is included in the introduction data 71 corresponding to the specified customer attribute, includes four screen data 19 that is selected by the thumbnail screen creation unit 14 and displayed on one screen, and is further designated. A list 20 of screen data belonging to the customer attributes. In the present embodiment, it is assumed that the four screen data 19 included in the thumbnail screen data 18 are screen data corresponding to a need-inducing story for insurance products.

  When any one of the thumbnail screen data 19 and the screen data list 20 is designated, the designated screen data is displayed on the display device 3 by the function of the individual selection unit 15.

  When the start of the introduction navigation function by the introduction data 71 corresponding to the designated customer attribute is instructed, the screen data 111 having the first display order among the screen data 111 to 11m belonging to the introduction data 71 is output control unit It is displayed on the display device 3 by 16 functions.

  FIG. 4 is a screen diagram illustrating an example of a display state of the first screen data 111.

  The first screen data 111 includes the question data 22 for the customer and the answer data 23 corresponding to the question data 22, and displays the line of the sales representative when moving to the second screen data 112. Data 24 to be included.

  In the first screen data 111, it is assumed that the contents of the question data 22 for the customer and the answer data 23 corresponding to the question data 22 are words (words) that the sales person talks to the customer.

  Further, the first screen data 111 includes data 26 for displaying in a state where at least one of the lines spoken by the sales person to the customer and the character data (illustration data) 25 are combined.

  Furthermore, the 1st screen data 111 contains the statistical data 27 according to the necessity calling story of an insurance product.

  When the sales representative designates the “next page” button using the input device 2, the contents of the second screen data 112 are displayed on the display device 3 by the function of the output control unit 16.

  FIG. 5 is a screen diagram illustrating an example of a display state of the second screen data 112.

  The second screen data 112 includes data 28 for displaying a sales representative's line when moving to the third screen data 113.

  Further, the second screen data 112 includes data 32 for displaying data 29 and 30 for displaying lines spoken to the customer by the sales staff and the character data 31 in a combined state.

  Further, the second screen data 112 includes statistical data 33 in accordance with the story for inviting the necessity of insurance products.

  When the sales representative designates the “next page” button using the input device 2, the contents of the third screen data 113 are displayed on the display device 3 by the function of the output control unit 16.

  FIG. 6 is a screen diagram illustrating an example of a display state of the third screen data 113.

  The third screen data 113 includes question data 34 for the customer and answer data 35 corresponding to the question data 34. In order to display the line of the sales representative when moving to the fourth screen data 114, the third screen data 113 is displayed. Of data 36.

  In the third screen data 113, it is assumed that the contents of the question data 34 and the answer data 35 for the customer are words (words) that the sales person talks to the customer.

  When the play button on the third screen data 113 is designated, moving image data included in the introduction data 71 is displayed on the display device 3 by the function of the output control unit 16 and included in the introduction data 71. The sound data being output is output from the sound output device 4 by the function of the output control unit 16.

  When the sales representative designates the “next page” button using the input device 2, the content of the fourth screen data 114 is displayed on the display device 3 by the function of the output control unit 16.

  FIG. 7 is a screen diagram illustrating an example of a display state of the fourth screen data 114.

  The fourth screen data 114 includes question data 37 for the customer and answer data 38 corresponding to the question data 37, and displays the line of the sales representative when moving to the fifth screen data 115. Data 39 to be included.

  In the fourth screen data 114, it is assumed that the contents of the question data 37 and the answer data 38 for the customer are words (words) that the sales person speaks to the customer.

  Further, the fourth screen data 114 includes data 41 for displaying in a state where at least one of the lines spoken by the sales representative to the customer and the character data 40 are combined.

  Further, the fourth screen data 114 includes reference data 42 according to the introduction story of the insurance product.

  When the sales representative designates the “product description” button using the input device 2, the content of the fifth screen data 115 is displayed on the display device 3 by the function of the output control unit 16.

  In the introduction data 71 according to the present embodiment, the data for displaying the question data and the answer data related to the actual insurance product according to the insurance product necessity story is from the screen data 111 to the screen data 114. There are four. The thumbnail screen creation unit 14 creates thumbnail screen data 18 using these four screen data. In addition, before each screen data 111-114, you may display the screen data which prompts the display instruction of each screen data 111-114 like FIG.

  FIG. 9 is a screen diagram illustrating an example of a display state of the fifth screen data 115.

  The fifth screen data 115 is data for displaying the description of the insurance product, and includes insurance product data 43 and product description data 44.

  In the fifth screen data 115, the contents of the product description data 44 are words (words) that the sales person talks to the customer.

  Further, the fifth screen data 115 includes data 46 for display in a state in which the character spoken by the sales representative to the customer and the character data 45 are combined.

  When the sales representative designates the “next page” button using the input device 2, the content of the sixth screen data 116 is displayed on the display device 3 by the function of the output control unit 16.

  FIG. 10 is a screen diagram illustrating an example of a display state of the sixth screen data 116.

  The sixth screen data 116 is data for displaying the description of the insurance product, and includes insurance product data 47 and product description data 48.

  In the sixth screen data 116, the contents of the product description data 48 are words (words) that the sales person talks to the customer.

  In addition, the sixth screen data 116 includes data 50 for displaying in a state where the words spoken by the sales representative to the customer and the character data 49 are combined.

  When the sales representative designates the “whole product” button using the input device 2, the contents of the m-th screen data 11 m are displayed on the display device 3 by the function of the output control unit 16.

  FIG. 11 is a screen diagram illustrating an example of a display state of the seventh screen data 117.

  The fifth and sixth screen data 115 and 116 are explanation data of the insurance product A which is a special contract part of the insurance product B, and the seventh screen data 117 displays the entire explanation of the insurance product. It is data to do.

  Here, the operation explanation data 101 to 10i will be described. The operation explanation data 101 to 10i correspond to the introduction data 71 to 7i, respectively, and are used for learning and training of business activities using the introduction data 71 to 7i.

  Similarly to the introduction data 71 to 7i, the operation explanation data 101 to 10i include a plurality of screen data, moving image data, and sound data. The control device 5 outputs the operation explanation data 101 to 10i by the same operation as the insurance product introduction work using the introduction data 71 to 7i.

  FIG. 12 is a screen diagram illustrating an example of screen data included in any of the operation explanation data 101 to 10i.

  When the “learning start” button 52 of the screen data 51 is designated, the display device 3 and the sound output device are appropriately arranged in the order of the screen data, the moving image data, and the sound data for the sales person in charge according to the operation explanation story. 4 is output.

  FIG. 13 is a flowchart showing an example of the operation of the portable sales activity support device 1 according to the present embodiment.

  In step S1, the portable sales activity support device 1 starts processing.

  In step S <b> 2, the attribute selection unit 13 of the portable sales activity support device 1 reads out the attribute selection screen data 8 stored in the data storage device 6 and displays it on the display device 3.

  Based on the display content of the attribute selection screen data 8, the salesperson designates the customer attribute using the input device 2.

  In step S3, the attribute selection unit 13 of the portable sales activity support device 1 reads the introduction data corresponding to the customer attribute designated by the sales representative from the data storage device 6, and the thumbnail screen creation unit 14 selects the individual selection. Data 9 is read from the data storage device 6.

  In step S4, the thumbnail screen creation unit 14 of the portable sales activity support device 1 performs thumbnail screen data based on the four screen data 19 of the introduction data and the list 20 of screen data corresponding to customer attributes. 18 is created.

In step S5, the thumbnail screen creation unit 14 of the portable sales activity support device 1 displays the thumbnail screen data 18 on the display device 3. In step S6, the input device 2 of the portable sales activity support device 1 Enter the screen data display designation or start navigation function start designation.

  When display of individual screen data is designated in step S6, in step S7, the individual selection unit 15 of the portable sales activity support device 1 reads the designated screen data from the data storage device 6, and displays the display device. 3 is displayed.

  Further, in step S8, it is determined whether the designation of individual screen data is repeated.

  When the designation of individual screen data is repeated, the process returns to step S5, and when the designation of individual screen data is not repeated, the process ends.

  When the start of the introduction navigation function is designated in step S6, in step S9, the output control unit 16 of the portable sales activity support device 1 configures the introduction data according to the operation and display order of the sales staff. A plurality of screen data and moving image data are displayed on the display device 3, and sound data is output from the sound output device 4.

  In step S10, it is determined whether the operation of the portable sales activity support device 1 is repeated.

  If the operation is repeated, the process returns to step S2. If the operation is not repeated, the process ends.

  In the portable sales activity support device 1 according to the present embodiment described above, it is not necessary to transmit and receive data via the network, so that the insurance product introduction navigation function can be realized at high speed.

  In the present embodiment, when the sales representative and the customer have an interview, the sales representative can effectively introduce and explain individual insurance products to the customer.

  In the present embodiment, even a sales representative with little experience can smoothly introduce insurance products to customers with good rhythm, and it is easy to gain trust from customers.

  In the present embodiment, lines generated by sales representatives are included in the screen data and are displayed on the display device 3 during the introduction of insurance products. As a result, even an inexperienced sales person can introduce at a certain level, and can provide easy-to-understand explanations for customers.

  In the present embodiment, the question data and answer data related to the insurance product are effectively arranged in the screen data. Thereby, the communication between the sales staff and the customer can be deepened, and the necessity of insurance products can be effectively urged to the customer.

  In the present embodiment, text data representing the sales representative's words at the time of switching the screen data is arranged in the immediately preceding screen data. Thereby, even when switching the screen data, the insurance product can be explained smoothly, and the sales staff can recognize the content of the screen data to be displayed next in advance.

  In the present embodiment, a story for introducing an insurance product (necessity story for insurance product, product description story) is divided for each screen data, modularized, and stored in the data storage device 6. As a result, when the introductory data is revised, it can be replaced by the screen data unit, moving image data unit, and sound data, the portion affected by the revision can be reduced, and maintainability can be improved. Convenience is improved.

  In the present embodiment, a story that is thumbnailed based on a plurality of screen data is displayed. As a result, the sales staff can easily grasp the entire story of the introduction data.

  In the present embodiment, display designation can be performed on thumbnailed screen data, and the designated screen data can be enlarged and displayed. Thereby, the individual screen data belonging to the customer attribute can be displayed.

  In the present embodiment, display designation can be performed for a list of screen data belonging to the customer attribute. This allows sales representatives to introduce and explain insurance products by switching stories according to customer responses.

  In the present embodiment, since the need for an insurance product and a product explanation story are prepared for each customer attribute such as gender, married / unmarried, and family structure, introduction / explanation of insurance products that match the customer attribute are provided. It is possible to improve the convenience of sales representatives, increase customer satisfaction, and increase the number of insurance products sold.

  In the present embodiment, operation explanation data 101 to 10 i corresponding to the introduction data 71 to 7 i are stored in the data storage device 6. The portable sales activity support device 1 according to the present embodiment can operate in both the introduction mode and the learning mode. When the portable sales activity support apparatus 1 operates in the learning mode, the salesperson learns the operation of the portable sales activity support apparatus 1 according to the displayed operation guidance, listens to explanations by sound data, and assumes The customer's reaction can be known, and the method of introducing and explaining the insurance product to the customer can be learned.

  The time allowed for sales activities by sales representatives varies from customer to customer. Also, the environment and situation for conducting sales activities are different. The portable sales activity support device 1 according to the present embodiment includes screen data included in introduction data corresponding to customer attributes according to the permitted time of sales activity, the environment in which the sales activity is performed, and the situation, Of the moving image data and sound data, only arbitrary data may be selected and output. This data selection may be performed based on the designation of the sales representative. In addition, for the selection of this data, a sample with data selected in advance according to the time allowed for the sales activity, the environment in which the sales activity is performed, and the situation is prepared, and one of the samples is selected by the sales representative. It may be.

  Accordingly, it is possible to perform an appropriate sales activity according to the permitted time of the sales activity, the environment in which the sales activity is performed, and the situation.

(Second Embodiment)
In the present embodiment, a registration button is incorporated in the screen data, and screen data corresponding to the pressed registration button (for example, screen data frequently used by sales representatives) is registered, and this registered screen is registered. A sales activity support apparatus will be described in which sales activities can be performed using a combination of screen data registered by a sales representative by displaying data appropriately.

  FIG. 14 is a screen diagram illustrating an example of screen data according to the present embodiment.

  The screen data 53 includes a registration button 54. This registration button 54 is pressed when the sales person registers the screen data 53 that he / she wants to use for sales activities according to his / her selection.

Further, screen identification data 61 specific to the screen data 53 is attached to the screen data 53. A registration button 54 is provided for each screen data. The screen identification data 61 is individually attached to each screen data.

  FIG. 15 is a block diagram showing an example of a portable sales activity support apparatus according to the present embodiment.

  The control device 56 of the portable sales activity support device 55 according to the present embodiment includes a registration unit 57. The registration unit 57 may be realized using the browser 17 or the like, for example.

  The registration unit 57 receives a pressing event of the registration button 54 from the input device 2 and stores the registration screen specifying data 58 in which the screen data corresponding to the pressed registration button 54 is associated with the display order in the data storage device 6.

  Further, the registration unit 57 creates registration list data 59 representing a list in which the screen data represented by the registration screen specifying data 58 and the display order are associated with each other based on the registration screen specifying data 58, and stores them in the data storage device 6. Remember.

  The output control unit 16 according to the present embodiment reads the screen data represented by the registered screen specifying data 58 according to the display order, and causes the display device 3 to display the read screen data. Furthermore, the output control unit 16 reads the registration list data 59 in accordance with a registration list instruction for displaying a list of registered screen data, and causes the display device 3 to display the read registration list data 59.

  FIG. 16 is a screen diagram illustrating an example of display of the registration list data 59. The screen based on the registration list data 59 shown in FIG. 16 displays a list of registered screen data and serves as a menu screen related to screen registration. On the screen based on the registration list data 59, a list of registered screen data is displayed. In FIG. 16, six registration screens are displayed as an example. When the number of registered screens is large, the display portion can be changed by operating the scroll bar. The number of screen displays on the registration list screen can be freely changed.

  For example, a button for displaying the registration list data 59 is provided in the attribute selection screen data 8 of FIG. 2 described above. It is assumed that registration list data 59 is displayed when this button is designated.

  By displaying the registration list data 59, a screen list in which the screen data represented by the registration screen specifying data 58 and the display order are associated is displayed.

  When any screen data in the registration list data 59 is designated using the input device 2, the output control unit 16 starts up (displays enlarged) the designated screen data.

  When there is screen data to be deleted from the registration screen specifying data 58 among the screen data 59 a to 59 f in the registration list data 59, the output control unit 16 accepts designation of the delete button 59 g by the input device 2. Then, the output control unit 16 displays a deletion work screen. It is assumed that screen data for displaying the deletion work screen is stored in the data storage device 6, for example.

  When the screen data to be deleted is designated by the input device 2 on the deletion work screen and the determination button is pressed, the registration unit 57 deletes the screen data to be deleted from the registration screen specifying data 58.

  When changing the display order of the image data included in the registration screen specifying data 58, the output control unit 16 accepts designation of the display order change button 59h by the input device 2. Then, the output control unit 16 displays a display order change screen. It is assumed that screen data for displaying the display order changing screen is stored in the data storage device 6, for example.

  When the registered screen data is specified on the display order change screen and a display order movement button such as “Previous” or “Backward” is pressed, the registration unit 57 registers based on the display order after the change. The screen specifying data 58 is updated.

  When the screen data to be registered is designated by the screen identification data 61 associated with the screen data, the output control unit 16 accepts the designation of the registration button 59i by the input device 2. Then, the output control unit 16 reads the identification data input screen data 60 from the data storage device 6 and causes the display device 3 to display the read identification data input screen data 60.

  When the screen identification data 61 of the screen data to be registered is input on the identification data input screen and the end button indicating the end of the input of the screen identification data 61 is pressed, the registration unit 57 causes the input screen identification data to be input. Registration screen specifying data 58 in which 61 is associated with the display order is stored in the data storage device 6.

  The screen registration function realized by the registration unit 57 and the output control unit 16 according to the present embodiment allows the sales person to freely select the screen data to be registered from the screen data stored in the data storage device 6, This is a function that makes it possible to customize the sales activity support device 55 in combination.

  For example, the sales representative can easily select and display the frequently used screen data by registering the frequently used screen data. In addition, the sales staff can freely change the display order (screen transition) for the registered screen data. As a result, it is possible to easily and quickly select and display screen data to be used for sales activities from among a large number of screen data stored in the data storage device 6.

  With the screen registration function, the display order in the necessity calling story and the product description story set in advance is backward, and even screen data that requires several steps before display can be quickly displayed.

  In the screen registration function, the display order of the screen data can be changed, so that the explanation procedure can be rearranged and the original presentation can be performed according to the attributes of the market / sales representative.

  The screen registration function can be operated even by a person with low information literacy, and screen data can be registered with a simple operation.

  In the present embodiment described above, the sales representative does not perform the sales activities only with the preset necessity incentive story and the product explanation story, but the sales staff performs the combination and display of the screen data according to his / her own judgment and experience. Propose orders and conduct sales activities with unique stories.

  In the present embodiment, even a salesperson who is not familiar with content use can effectively use this portable sales activity support device 55 and promote its use.

  By making screen registration possible by entering the screen identification data 61 unique to the screen data, for example, "Please enter this number" for each branch office / branch, etc. You can easily give instructions to multiple people.

(Third embodiment)
In the present embodiment, a modification of the second embodiment will be described.

  In the sales activity support device 55 according to the present embodiment, the registration unit 57 adds separator data to the designated position in the screen data row designated as the registration target, and the data storage device 6 as the registration screen specifying data 58. To remember.

  Separator data is data that makes it possible to distinguish a category preceding the data (arrangement of screen data) and a subsequent category, such as blank screen data.

  Therefore, in the present embodiment, the registered screen specifying data 58 represents a state in which the display order is associated with the registered screen data and separator data.

  In this way, by inserting separator data between categories in the registered screen data, it becomes easy to register the screen data in a state divided into several types of patterns, and the screen data registered in the lower order can be quickly and It can be displayed easily. Furthermore, it is possible to prevent even irrelevant screen data from being displayed while continuing the screen transition.

  The state of screen transition according to the present embodiment will be described with reference to FIGS.

  When the attribute selection screen data 8 shown in FIG. 17 is displayed and the registration list button 62 is designated, registration list data 59 shown in FIG. 18 is displayed.

  When the display order and blank insertion (for example, pressing the separator insertion button 59j) are specified on the display screen of the registration list data 59, the separator data SD is inserted at the position of the specified display order. The registration screen specifying data 58 representing this state is stored in the data storage device 6.

  When the registration button 59i on the display screen of the registration list data 59 is designated, identification data input screen data 60a as shown in FIG. 19 is displayed. When the delete button 59g on the display screen of the registration list data 59 is designated, the deletion work screen data 63 as shown in FIG. 20 is displayed. When the display order change button 59h on the display screen of the registration list data 59 is designated, display order change screen data 64 as shown in FIG. 21 is displayed.

  The screen transitions represented by FIGS. 17 to 21 are realized by the operations of the output control unit 16 and the registration unit 57, for example. The registration list data 59, the identification data input screen data 60a, the deletion work screen data 63, and the display order change screen data 64 are stored in the data storage device 6, for example.

  In each of the above embodiments, the data storage device 6 may be realized by a database. The data storage device 6 can be freely divided. Each function of each of the above embodiments may be built in as hardware.

  In each of the above embodiments, each component may be rearranged as long as the same operation can be realized, each component may be freely combined, and each component may be freely divided. Well, some components may be deleted. In other words, each of the above embodiments is not limited to the above-described configuration as it is, and can be embodied by modifying the components without departing from the scope of the invention in the implementation stage.

The block diagram which shows an example of the sales activity support apparatus which concerns on the 1st Embodiment of this invention. The screen figure which shows an example of the display state of attribute selection screen data. The screen figure which shows an example of the display state of the thumbnail screen data produced by the thumbnail screen creation part. The screen figure which shows an example of the display state of 1st screen data. The screen figure which shows an example of the display state of the 2nd screen data. The screen figure which shows an example of the display state of 3rd screen data. The screen figure which shows an example of the display state of 4th screen data. The screen figure which shows an example of the display state of the screen data which prompts the display instruction of the 1st to 4th screen data. The screen figure which shows an example of the display state of 5th screen data. The screen figure which shows an example of the display state of 6th screen data. The screen figure which shows an example of the display state of 7th screen data. The screen figure which shows an example of the screen data contained in either of operation description data. The flowchart which shows an example of operation | movement of the portable sales activity support apparatus which concerns on 1st Embodiment. The screen figure which shows an example of the screen data which concerns on the 2nd Embodiment of this invention. The block diagram which shows an example of the portable business activity support apparatus which concerns on 2nd Embodiment. The screen figure which shows an example of a display of registration list data. The screen figure which shows an example of the display state of the attribute selection screen data which concerns on the 3rd Embodiment of this invention. The screen figure which shows an example of the display state of the registration list data which concerns on 3rd Embodiment, and the display state of separator data. The screen figure which shows an example of the display state of the identification data input screen data which concerns on 3rd Embodiment. The screen figure which shows an example of the display state of the screen data for deletion work concerning 3rd Embodiment. The screen figure which shows an example of the display state of the screen data for a display order change which concerns on 3rd Embodiment.

Explanation of symbols

  DESCRIPTION OF SYMBOLS 1,55 ... Portable sales activity support device, 2 ... Input device, 3 ... Display device, 4 ... Sound output device, 5,56 ... Control device, 6 ... Data storage device, 71-7i ... Introduction data, 8 ... Attribute selection screen data, 9 ... Individual selection data, 101 to 10i ... Operation explanation data, 111 to 11m, 121 to 12n ... Screen data, 13 ... Attribute selection unit, 14 ... Thumbnail screen creation unit, 15 ... Individual selection unit, 16 ... Output control unit, 17 ... Browser, 54 ... Registration button, 57 ... Registration unit, 58 ... Registration screen specifying data, 59 ... Registration list data, 60, 60a ... Identification data input screen data, 61 ... Screen identification data, 62 ... Registration list button, 63 ... screen data for deletion work, 64 ... screen data for changing display order

Claims (14)

A portable sales activity support device for supporting sales activities of insurance products performed by a sales person to a customer,
Storage means for storing introduction data composed of a plurality of screen data having a predetermined display order;
Display means for displaying the plurality of screen data stored in the storage means according to the operation of the sales representative and the display order;
The display order of the plurality of screen data stored in the storage means is set in accordance with a need-raising story of the insurance product in which questions related to the insurance product and answers to the question are arranged for the customer. And
The plurality of screen data stored in the storage means are for displaying data for displaying the question, data for displaying the answer, and a line that the sales representative speaks to the customer. Data and
A portable sales activity support device that realizes a function for inducing the necessity of the insurance product. The portable sales activity support device according to claim 1,
The plurality of screen data stored in the storage means further includes data for displaying an explanation of the insurance product,
A portable sales activity support device that realizes an introduction navigation function for the insurance product including a function for inducing the necessity of the insurance product. In the business activity support device according to claim 1 or claim 2,
At least one of the plurality of screen data stored in the storage means includes text data representing a line of the sales representative when the displayed screen data is switched to the next screen data. A portable sales activity support device. In the business activity support device according to any one of claims 1 to 3,
The portable sales activity support apparatus, wherein the data for displaying the lines is data for displaying the lines in combination with the characters that emit the lines. The portable sales activity support device according to any one of claims 1 to 4,
Means for creating thumbnail screen data for displaying a plurality of screen data selected from the plurality of screen data on one screen;
The portable sales activity support device, wherein the display means displays the thumbnail screen data. The portable sales activity support device according to any one of claims 1 to 5,
The storage means stores a plurality of introduction data of different types according to customer attributes,
Further comprising attribute selection means for accepting designation of a customer attribute to which the customer belongs, and selecting introduction data corresponding to the designated customer attribute from the plurality of introduction data stored in the storage means;
The portable sales activity support device, wherein the display means displays a plurality of screen data constituting the introduction data selected by the attribute selection means. The portable sales activity support device according to any one of claims 1 to 6,
Further comprising individual selection means for receiving individual selection designation of the plurality of screen data and selecting the designated screen data from the plurality of screen data stored in the storage means;
The portable sales activity support device, wherein the display means displays the screen data selected by the individual selection means. The portable sales activity support device according to any one of claims 1 to 7,
The storage means stores operation explanation data used for learning the necessity inducing function of the insurance product,
The display means displays the operation explanation data in accordance with the operation of the sales representative when receiving the designation of the learning mode related to the insurance product. The portable sales activity support device according to claim 8,
The operation explanation data stored in the storage means includes sound data for learning the necessity inducing function of the insurance product,
A portable sales activity support device, further comprising sound output means for outputting the sound data in accordance with an operation of the sales representative when receiving a designation of a learning mode related to the insurance product. The portable sales activity support device according to any one of claims 1 to 9,
Among the plurality of screen data, the number of screen data for displaying the question data and answer data related to the insurance product according to the insurance product necessity story is any one of 4-8. A portable sales activity support device. The portable sales activity support device according to any one of claims 1 to 10,
Each of the plurality of screen data includes a registration button,
A registration unit that stores registration screen specifying data in which the screen data corresponding to the pressed registration button and the display order are associated with each other in the storage unit;
The display means displays the screen data represented by the registration screen specifying data according to the display order when receiving an instruction to display screen data corresponding to the pressed registration button. Type sales activity support device. The portable sales activity support device according to any one of claims 1 to 10,
The storage means stores identification data input screen data that prompts input of identification data of screen data to be registered among the plurality of screen data,
Further comprising: a registration unit that stores, in the storage unit, registration screen specifying data that associates the identification data input in accordance with the display of the identification data input screen data and a display order;
The display means displays the identification data input screen data and displays the screen data represented by the registration screen specifying data according to the display order when receiving an instruction to display the screen data to be registered. A portable sales activity support device characterized by that. A portable sales activity support device that supports sales activities of financial products performed by sales representatives to customers,
Storage means for storing introduction data composed of a plurality of screen data having a predetermined display order;
Display means for displaying the plurality of screen data stored in the storage means according to the operation of the sales representative and the display order;
The display order of the plurality of screen data stored in the storage means is set in accordance with a need-raising story of the financial product in which questions related to the financial product and answers to the question are arranged for the customer. And
The plurality of screen data stored in the storage means are for displaying data for displaying the question, data for displaying the answer, and a line that the sales representative speaks to the customer. Data and
A portable business activity support device that realizes a function for invoking the necessity of the financial product. The portable sales activity support device according to claim 13,
The plurality of screen data stored in the storage means further includes data for displaying an explanation of the financial product,
A portable sales activity support device that realizes an introduction navigation function for the financial product including a function for invoking the necessity of the financial product.

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