JP2007241917A - Business support system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a business support system which prevents access from a portable communication terminal by a third person other than business responsible persons and prevents disclosure of customer information with high confidentiality. <P>SOLUTION: This business support system supports business activities by a cellphone 11, a management database 133 storing the customer information, and a control means for transmitting the customer information read from the management database 133 to the cellphone 11 in response to an access from the cellphone 11, receiving new customer information from the cellphone, and storing it in the management database 133. The system comprises an authentication means 123b for making authentication using information specific to the cellphone 11 and identification information identified for every business responsible person P. <P>COPYRIGHT: (C)2007,JPO&INPIT

Description

  The present invention relates to a sales support system that supports sales activities of sales representatives.

  2. Description of the Related Art Conventionally, various sales support systems that can share necessary customer information among sales representatives are known as sales support systems that support the sales activities of sales representatives.

As an example of such a sales support system, a salesperson accesses a sales support system server using a mobile terminal, stores customer information input using the mobile terminal in a system server database, There is a sales support system for sharing necessary customer information among sales representatives when a person in charge receives customer information (see Patent Document 1).
JP 2006-4369 A

  By the way, in the sales support system described above, a sales person accesses a predetermined URL (Uniform Resource Locator), reads an authentication screen provided by the Web server, and inputs an ID (identifier) and a password for each sales person. Authentication.

  However, if ID and password information is leaked or stolen only with ID and password authentication, the system server may be accessed from a mobile terminal other than the mobile terminal carried by the sales representative. High customer information could be leaked.

  Therefore, an object of the present invention is to provide a sales support system that prevents access from a mobile communication terminal by a third party other than the sales staff to prevent leakage of highly confidential customer information.

  To achieve the above object, the present invention transmits a mobile communication terminal, a database storing customer information, and customer information read from the database to the mobile communication terminal in response to access from the mobile communication terminal. And a sales support system for supporting sales activities by means of control means for receiving new customer information from the mobile communication terminal and storing it in the database, for each unique information and sales representative specific to the mobile communication terminal. An authentication means for performing authentication using identification information to be identified is provided.

  Moreover, at least a part of the customer information may be stored in the database in advance.

  The identification information may be a combination of ID and password for each salesperson or biometric information, and the authentication unit may perform authentication using either the combination of ID and password or the biometric information. .

  Further, when the access from the mobile communication terminal authenticated as having the right authority by the authentication means is not performed within a preset time, the authentication by the authentication means may be requested again.

  The mobile communication terminal may be provided with an encryption information reading means for reading encryption information obtained by encrypting customer information.

  According to the present invention, authentication is performed using the unique information unique to the mobile communication terminal and the identification information identified for each salesperson, so that the sales support system can be used only from the mobile communication terminal owned by the salesperson. Since it can be accessed, even if the identification information is leaked or stolen by a third party, it cannot be accessed from a mobile communication terminal owned by the third party, thereby preventing leakage of highly confidential customer information. be able to.

  Further, by storing at least part of the customer information in the database in advance, the sales staff can refer to the customer information stored in advance from the mobile communication terminal.

  In addition, by performing authentication using either one of the combination of ID and password or biometric information, even if the sales representative forgets the ID and password, authentication with biometric information may be performed. When biometric information cannot be used due to hand injury, etc., it is possible to access the sales support system by performing authentication using either an ID or a password. it can.

  In addition, if access from a mobile communication terminal that has been authenticated as having a legitimate authority is not performed within a preset time period, the mobile communication terminal being accessed is temporarily lost by requesting authentication by the authentication means again. Even if it does, the authentication must be performed again after the set time has passed, so the sales support system cannot be accessed from the lost mobile communication terminal, and leakage of highly confidential customer information should be prevented. Can do.

  Also, by providing the mobile communication terminal with the encryption information reading means for reading the encrypted information of the customer information, the encryption information possessed by the sales representative can be read even in situations where the sales support system cannot be accessed. The customer information can be referred to.

  Embodiments of a business support system according to the present invention will be described below with reference to the drawings.

  FIG. 1 is an explanatory diagram showing a configuration of a sales support system according to an embodiment of the present invention.

  As shown in FIG. 1, the sales support system according to the present invention includes a mobile phone 11 as a mobile communication terminal possessed by an out-of-office salesperson P of a house maker,. Authentication server (remote access server) 12 in the department, database 122, sales management server 13 in the sales management department, management database 133 as a database, host computer 123, management host computer 132, and sales terminal 14.

  The sales management server 13, the management database 133, the management host computer 132, and the sales terminal 14 in this sales management section are connected as a LAN (Local Area Network) via a communication control device such as a router or a gateway. ing.

  Further, the mobile phone 11,... And the business management server 13 are connected via the communication network N and the authentication server 12.

  As shown in FIG. 2, the mobile phone 11 used by the sales person P includes a communication unit 111, a control unit 112, an input unit 114, and a liquid crystal screen 115 as a display unit.

  As shown in FIG. 3A, the mobile phone 11 includes an operation button 114a as the input unit 114, a camera 114b as an image capturing and encryption information reading unit, a liquid crystal screen 115, and a fingertip fingerprint. A fingerprint reading unit 113 for reading biological information such as information is provided.

  Further, as shown in FIG. 3B, the operation button 114a has four directions for moving a connection button 116b for connecting the mobile phone 11 to the communication network N, a cursor displayed on the liquid crystal screen 115, and the like. A button 116c, an activation button 116d for activating the camera 114b, an enter button 116e, and the like are provided.

  The connection button 116b and the start button 116d are also used as operation guidance buttons in a later-described “menu” screen displayed on the liquid crystal screen 115 of the mobile phone 11 after the sales support system is started.

  The mobile phone 11 is also provided with a function for sending and receiving electronic mail.

  On the other hand, as shown in FIG. 2, the authentication server 12 controls data communication between the mobile phone 11 and the business management server 13, and includes a transmission / reception means 121, a database 122, a control means 123a, and a communication means. 124.

  The mobile phone 11 and the authentication server 12 are connected via a communication network N such as the Internet (see FIG. 1), while the authentication server 12 is connected to the business management server 13.

  Specifically, the authentication server 12 includes a Web server, which includes a CGI (Common Gateway Interface), and based on information transmitted from a transmission / reception unit 131 (to be described later) of the business management server 13. Is transmitted to the mobile phone 11. In addition, data input on the Web page by the mobile phone 11 is transmitted to the sales management server 13 via the transmission / reception means 121.

  On the other hand, the control unit 123a of the authentication server 12 includes an authentication unit 123b. The database 122 includes an ID as identification information for each salesperson, a PIN (Personal Identification Number) number as a password, and a salesperson. P,... Is an authentication information that associates the machine number as unique information of the mobile phone 11 carried by the mobile phone 11 with the fingerprint information as the biometric information for each salesperson P,. Stored.

  The business management server 13 is composed of, for example, information processing devices such as workstations and servers, and uses a CRM (Customer Relationship Management) function to improve the efficiency of the sales department of a company by making full use of information communication technology such as a personal computer and the Internet. Has a management function. Specifically, it has functions such as management of sales performance information of each salesperson P,..., Management of customer information, and management of sales information for each customer, and various information is sent to the sales terminal 14 and the mobile phone. 11 to provide.

  In addition, as shown in FIG. 2, the business management server 13 allows the authenticated mobile phone 11 to make a response similar to the access from the business terminal 14, and the transmission / reception means 131 that enables access from the mobile phone 11. A control unit 132a, a management database 133, and the like.

  The management database 133 is composed of, for example, a rewritable storage device such as a hard disk device, and customer information managed by the sales management server 13, specifically, sales performance information of sales representatives or sales branches, and customer-specific information. Stores business information.

  An example of information stored in the management database 133 is shown in FIGS. FIG. 14A is an example of sales representative visit data. FIG. 14B shows an example of activity registration data of a sales representative. FIGS. 15A to 15D are examples of data indicating the visit rate for the entire branch or sales representative. FIG. 15D is an example of data indicating a result of the sales representative submitting an estimate. FIGS. 16A and 16B are examples of data indicating activity results for the entire branch or sales representative.

  In addition, the sales support system according to the present embodiment is operated by a house maker, and at the start of operation, the management database 133 includes a design drawing, a floor plan, a construction date, A part of customer information such as an estimate is stored in advance.

  Thereby, the sales staff P,... Can refer to the customer information stored in advance from the mobile phone 11,.

  The management host computer 132 is a host system installed in a sales management department of a house manufacturer, and manages, for example, a management database 133 in which customer information and the like are stored.

  Note that the management host computer 132 may be installed in a calculation center or the like of a housing manufacturer. In this case, the management host computer 132 is connected to the sales management unit via the communication control device described above, and customer information or the like. Data will be sent and received.

  The sales terminal 14 is composed of, for example, a personal computer, and includes a transmission / reception means 141 that enables access to the sales management server 13, a control means 142, an input means 143, and a display means 144 ( (See FIG. 2).

  The input means 143 of the sales terminal 14 is provided with a keyboard 143a and a scanner 143b, which are operated by the sales manager of the sales management department to input various information such as customer information and image information such as a floor plan of the building. be able to.

  Next, the operation of the sales support system configured as described above and the sales activities of the sales person P using the sales support system will be described.

  The salesperson P can use this sales support system for both the mobile phone 11 and the sales terminal 14 that are lent out exclusively. However, since it becomes the structure substantially the same as the utilization of the in-house system via the conventional LAN when using it with the sales terminal 14, below, the example which mainly uses the mobile telephone 11 is demonstrated.

  FIG. 4 is a transition diagram showing an outline of each screen displayed on the liquid crystal screen 115 of the mobile phone 11 by accessing the sales support system according to the present invention.

  In the following description, the operation of the sales support system will be described according to the transition of each screen shown in FIG.

  The menu item is displayed at the lower left of each transition screen (see, for example, FIG. 5A, but not displayed on the enlargement / reduction screen described later), and a connection button as an operation guidance button By pressing 116b and selecting “Menu”, various functions such as transition to a “Menu” screen described later, changing the character size on the screen, and ending the sales support system can be used.

<Authentication / Login>
First, when the salesperson P uses the mobile phone 11 to activate the sales support system, a “login” screen is displayed on the liquid crystal screen 115 of the mobile phone 11 as shown in FIG.

  Then, the ID and PIN number of the sales representative P are entered with the operation buttons 114 a of the mobile phone 11 in the character input fields provided on the right side of the “ID” and “PIN number” items. Alternatively, instead of inputting the ID and PIN number, the fingerprint of the salesperson P is read by the fingerprint reading unit 113 of the mobile phone 11 as shown in FIG. The ID is a 7-digit alphanumeric character, and the PIN number is a password consisting of a 4-digit alphanumeric character.

  Then, by placing the cursor on the “login” display in FIG. 5A and pressing the enter button 116e, the fingerprint information as the ID, PIN number, or biometric information is transmitted to the authentication server 12 at the same time. The machine number as unique information of each mobile phone 11 is automatically transmitted to the authentication server 12. The machine number is a number represented by a multi-digit number or alphabet, which differs for each mobile phone 11 of each salesperson P,.

  The authentication means 123b provided in the control means 123a of the authentication server 12 (see FIG. 2), the combination of the input machine number and ID, PIN number, or fingerprint information is registered in the database 122 as authentication information. If it is registered, it is possible to access as authentication OK (having legitimate authority), and a “menu” screen as shown in FIG. 5C is transmitted to the mobile phone 11. On the other hand, if not registered, an error screen such as a re-input screen is transmitted to the mobile phone 11 as an authentication failure.

<Menu selection>
Next, the mobile phone 11 displays the “menu” screen from the authentication server 12 on the liquid crystal screen 115 (see FIG. 5C). On this “menu” screen, three selection items of “customer information”, “activity registration”, and “QR reading” are displayed. The sales person P selects an arbitrary job on this menu screen.

  “Customer information” is an item for referring to customer information such as the name, residence code, and visit history of a customer scheduled to visit.

  “Activity registration” is an item for performing a process of inputting and registering, for example, a visit time, an interview partner, a next visit time, a stay time, and image information.

  “QR reading” is a method for reading customer information by reading a QR code (registered trademark) as encrypted information obtained by encrypting customer's residence information and the like when radio waves do not enter the mobile phone 11 and the system itself cannot be accessed. This item refers to

<Customer information>
When the sales person P refers to the customer information of a customer who is scheduled to visit, or a customer who needs diagnosis, repair, renovation, etc. that is not scheduled to be visited, or after the customer visit, the sales person P registers the information of the sales activity When searching for a customer, the “customer information” is selected and determined on the “menu” screen of FIG. 5C, and the “reference customer search” screen as shown in FIG. Is displayed. The salesperson P stores information corresponding to each item in at least one input field of each search condition item of “customer name”, “phone number”, “house code”, and “menu” corresponding to customer information to be referred to. Enter and select "Search" display.

  As shown in FIG. 6A, the “menu” search condition item is provided with a pull-down menu marked with “▼”, and “photovoltaic power generation”, “bath toilet”, “painting” ", ..., etc. and each business item that combines the building age from the delivery date is selected. When a plurality of search condition items are selected and input, the search condition items are searched with an AND condition (logical product).

  The input information input to the search condition item is transmitted to the authentication server 12, and the input information is further transmitted to the control unit 132a of the sales management server 13 via the transmission / reception units 121 and 131. The control unit 132a is used for management. The corresponding customer information in the database 133 is searched, and the customer information is transmitted to the authentication server 12 (see FIG. 2).

  Then, the authentication server 12 extracts information such as the number of cases based on the transmitted customer information, generates a Web page, and transmits it to the mobile phone 11.

  As a result, as shown in FIG. 6B, the “search result” screen is displayed on the mobile phone 11, and the corresponding number, house code (“222222”, “222221” on the screen), and each house code are displayed. The name of the customer corresponding to is displayed.

  Then, by placing the cursor on the residence code of the customer that the sales person P wants to refer to and depressing the decision button 116e, specific information for identifying the customer that the sales person P wants to refer to is transmitted to the authentication server 12, and authentication is performed. The server 12 extracts the customer information transmitted from the business management server 13 based on the specific information, generates a Web page based on the extracted information, and transmits it to the mobile phone 11 (see FIG. 2).

  As a result, as shown in FIG. 6C, the “customer information” screen is displayed on the mobile phone 11. Various items such as “house code”, “resident name”, “telephone number”, “drawing”, “history” are displayed on this “customer information” screen.

  The “telephone number” item is provided with a “calling” display, and it is possible to call the customer of the customer information being referred to by selecting and determining the display.

  On the other hand, the “drawing” item is provided with a “reference” display. By selecting and determining this display, the authentication server 12 extracts the drawing information transmitted from the business management server 13 and based on the extracted information. A web page is generated and transmitted to the mobile phone 11.

  On the Web page related to this drawing, as shown in FIG. 7A, a sketch of the customer's residence is displayed. When the displayed sketch is selected and determined by the determination button 116e, the screen changes to an enlargement / reduction screen as shown in FIG. 7B. In this screen, the operation mode displaying “+”, “−”, “□”,... In the upper right of the screen by selecting the connection button 116b of the mobile phone 11 is selected, and the sketch is enlarged or reduced. Various operations such as scrolling can be performed. It should be noted that the “cancel” display displayed at the lower right of the screen can be changed to the “customer information” screen of FIG. 6C by selecting and determining by pressing the start button 116 d of the mobile phone 11.

  On the other hand, as shown in FIG. 6C, the “history” item is provided with a “reference” display. By selecting and determining this display, the authentication server 12 transmits the history information transmitted from the business management server 13. And a Web page is generated based on the extracted information and transmitted to the mobile phone 11.

  As a result, as shown in FIG. 8, the “history information list” screen is displayed on the mobile phone 11.

  On this “history information list” screen, items of “expected information”, “DM shipping information”, “acceptance history information”, “reform information”, and “visit history information” are displayed, and each item A prospecting excavation date, a direct mail dispatch date, a reception request reception date and its reception content, a remodeling completion date and a menu indicating a reform part, a visit date and its content are respectively displayed.

  The salesperson P can select the date displayed in each item by the four-way button 116c of the mobile phone 11, and the salesperson P selects and determines the date of the item that the salesperson P wants to refer to. The server 12 extracts the history item information transmitted from the business management server 13 and generates a Web page based on the extracted information and transmits it to the mobile phone 11.

  Thereby, any one of the Web page screens regarding the detailed information of each history item as shown in FIGS. 9A to 9E is displayed on the mobile phone 11.

  As shown in FIG. 9A, the “DM history information” screen displays the “shipping date” of the direct mail and the “DM shipping reason”. Further, as shown in FIG. 9B, the “reception history information” screen includes a “reception date” when the request from the customer is received, the “content” of the request, the name of the “responsible person”, and “ "Completion date" is displayed.

  Further, as shown in FIG. 9C, the “expected history information” screen displays the “excavation date” of the business prospect and its “content”. Further, as shown in FIG. 9D, the “reform history information” screen includes a “completed date” when the renovation is completed, a “menu” indicating the type of renovation, its “construction contents”, and a “reform amount”. Is displayed.

  Further, as shown in FIG. 9E, the “visit history information” screen displays “visit date”, the visit “content”, “history category”, and “visit content”.

  When returning from each detail screen to the “history information list” screen, the user can return to the “history information list” screen of FIG. 8 by pressing the left direction button of the four-way button 116 c of the mobile phone 11. .

<Activity registration>
After the customer visit, the salesperson P selects and determines the “activity registration” display on the “customer information” screen in FIG. 6C, and displays the “activity registration” screen as shown in FIG. In addition, when registering a business activity for a new customer, such as a jump-in business, or when registering an activity directly without referring to customer information, there is no need to perform a customer search. By selecting and determining “activity registration” display on the “menu” screen, the same screen as the “activity registration” screen as shown in FIG. 10 can be displayed.

  As shown in FIG. 10, the “Activity Registration” screen is marked with “*” such as “Customer Name”, “Visit Date”, “Visit Time”, “Interview Place”, “Image Information”,. The required input items and optional input items such as “comment”, “free comment”,... Are displayed. The sales person P is required to enter each required input item and optional input item excluding items such as “customer”, “visit date”, “visit time”, etc. that are entered in advance on the system side. Enter the corresponding information.

  The item “visit date” is provided with a calendar display 15 in which a picture imitating a clock is drawn. By selecting and determining this calendar display 15, a calendar screen is displayed. The visit date can be selected with (not shown). In addition, pull-down menus are provided for the items of “interview place”, “stay time”, “visit contents”, “next visit time”, “during diagnosis”, and “comment”. Appropriate items are selected from the list.

  Further, the “customer” item is provided with an input field 16 for inputting a mansion code and an input field 17 for inputting a customer's name.

  Further, on the right side of the house code input field 16, a QR code activation display 18 on which a picture imitating a mobile phone is drawn is provided.

  In the meantime, unlike the above-described flow of registering an activity by referring to customer information, when the activity registration is performed directly without referring to the customer information, the “menu” screen in FIG. By selecting and determining the “activity registration” display, the same “activity registration” screen as in FIG. 10 is displayed. In this case, nothing is entered in the residence code input field 16 of the “customer” item.

  Accordingly, by selecting and determining the QR code activation display 18 on the “activity registration” screen, the QR code in which the house code is recorded is read, and the read house code information is stored in the house code entry field 16 of the “customer” item. It can be automatically entered. The specific QR code reading method is the same as the QR code reading method described later when “QR reading” is selected on the “menu” screen in FIG.

  In addition, on the “Activity Registration” screen, a check box for the sales person P to select an interview partner (on the left side of each of the check items of “wife”, “master”,. “□”) is attached. Similarly, a check box (“□”) is also added to the left of each check item of “Comment” item, “Double Folded and Installed”, “Siding Construction”, “City Gas”, etc. ing.

  Further, the item “image information” includes an image pasting area 19 with a picture imitating a camera, and an image taken at a customer's residence at a visited place is pasted on the area 19.

  Further, a “diagnostic sheet” display is provided at the lower side of the “activity registration” screen. When this display is selected and determined, first, an “outdoor” diagnostic screen as shown in FIG. 11A is displayed. If the diagnostic sheet is not input, the “registration” display on the “activity registration” screen of FIG. 10 may be selected and determined, and a transition to a “content confirmation” screen described later may be made.

  In this “outdoor” screen, diagnostic items such as “foundation (crack, etc.)”, “outer wall (scratches, joints, paint, brown)”, etc. related to the outdoors are displayed, and “free comment” Each diagnostic item except the item is provided with a pull-down menu from which “necessary” or “no” can be selected. The sales person P selects the necessity of each item based on the state of the customer's residence visited or inputs a comment in the input field of the “free comment” item, and then selects “next” display. decide.

  Then, as shown in FIG. 11 (b), “equipment” having diagnostic items such as “water heater (operation status)”, “kitchen (water leakage, dirt, etc.)”, etc. related to the equipment. A diagnostic screen appears. The sales representative P selects the necessity for each item or inputs a comment based on the state of the visited customer's residence as in the operation on the “outdoor” diagnosis screen, and then “next”. Select the display of.

  Then, as shown in FIG. 11 (c), “roof (rust, paint, float, crack)”, “周 り / eave (rust, paint, float, come off)”, etc. A diagnostic screen of “around the roof” having each of the diagnostic items is displayed. The sales representative P selects the necessity for each item or inputs a comment based on the state of the visited customer's residence as in the operation on the “outdoor” diagnosis screen, and then “next”. Select the display of.

  Then, as shown in FIG. 11D, a diagnostic screen for “electricity / gas” having diagnostic items such as “distribution panel”, “reserve”,... Related to electricity and gas is displayed. . The salesperson P makes a decision based on the state of the visited customer's residence, inputs a comment for each item, and then selects and determines the display of “register”.

  When the “registration” display in FIG. 11D is selected and determined or the “registration” display on the “activity registration” screen in FIG. 11 extracts the information input on the “activity registration” screen of FIG. 10 transmitted from 11 or each diagnostic sheet screen of FIG. 11 and generates a Web page based on the extracted information and transmits it to the mobile phone 11.

  As a result, as shown in FIG. 12A, a “content confirmation” screen is displayed on the mobile phone 11. The same items as the items on the “Activity Registration” screen of FIG. 10 are displayed on this “Content Confirmation” screen, and each item on the “Content Confirmation” screen reflects the input information entered on the “Activity Registration” screen. It is displayed in the state.

  On the other hand, when a diagnostic sheet is input, a “diagnosis sheet confirmation” screen as shown in FIG. 12B is displayed in addition to the “content confirmation” screen of FIG. In this “diagnostic sheet confirmation” screen, the same items as those in the “outdoor”, “around roof”, “facility”, and “electricity / gas” screens of FIGS. 11A to 11D are displayed. Each item of the “diagnostic sheet confirmation” screen is displayed in a state in which the input information input on each diagnostic sheet screen of FIG. 11 is reflected.

  The salesperson P checks the input information on the confirmation screen to which the “content confirmation” screen in FIG. 12A or the “diagnostic sheet confirmation” screen in FIG. 12B has been added. Selects and determines the “transmission” display (“transmission” display (not shown) provided in the content confirmation screen when the diagnostic sheet is not input). In the case where there is a correction, an item that needs to be corrected can be corrected by depressing the left direction button of the four-way button 116c of the mobile phone 11 and displaying the “activity registration” screen again.

  Then, when the “transmission” display on the confirmation screen of FIG. 12A or 12B is selected and determined, the “activity registration” screen of FIG. 10 or the diagnostic sheet screens of FIGS. 11A to 11D. The input information entered in is stored in the management database 133 of the business management server 13 via the authentication server 12, and the control means 132a transmits to the authentication server 12 that the storage is complete. Then, the authentication server 12 transmits a “completion report” screen to the mobile phone 11 after receiving the storage completion notice.

  As a result, a “completion report” screen is displayed on the mobile phone 11, and the salesperson P can confirm that the entered activity information has been registered normally (not shown).

  On the other hand, the customer information as the input information transmitted from the mobile phone 11 and stored in the management database 133 of the sales management server 13 is the sales representative P identified by the ID used at the time of login,... Each is additionally registered as a visit data list or an activity registration data total as shown in FIGS. 14 (a) and 14 (b).

  Further, the additionally registered customer information excludes customer information frequently referred to by the sales person P,... Such as reception history information and prospect history information (see FIGS. 9B and 9C). Thus, after a predetermined time, for example, it is reflected every day and can be referred from the mobile phone 11.

<QR reading>
When the sales person P wants to refer to the customer information of the customer who is scheduled to visit even in a situation where the system itself cannot be accessed, such as when the radio wave does not enter the mobile phone 11, as the encryption information possessed by the sales person P Customer information can also be referred to by reading a QR code. As shown in FIG. 13A, the QR code is a so-called two-dimensional code that can record information of about 7000 characters. Customer information such as a mansion code and customer name can be added to this QR code. , Phone numbers, etc. are encrypted and recorded.

  The salesperson P selects and decides “QR read” on the “menu” screen of FIG. 5C, and displays a “customer information” screen as shown in FIG. 13B. Then, by selecting and determining the QR code activation display 18 provided at the upper part of the “customer information” screen, the barcode reader (camera 114b) provided in the mobile phone 11 is activated, and FIG. It becomes possible to read the QR code as shown.

  Specifically, the barcode reading application is activated simultaneously with the activation of the camera 114b of the cellular phone 11, and the encrypted information is carried by taking the QR code of FIG. 13A in the close-up mode or the like. It can be read into the telephone 11.

  After the QR code is read, the customer information read in each item of the “customer information” screen in FIG. 13B is displayed, and the salesperson P can select various customer information such as “drawing” and “history”, for example. Can be referred before customer visit. In addition, the activity information after the customer visit can be directly registered by selecting and determining the “activity registration” display after reading the QR code.

  Thereby, the search process of the customer information can be omitted and the processing on the screen performed by the sales person P can be reduced.

<Prevention of information leakage>
As described above, after logging in to the sales support system, the salesperson P can proceed with input processing and the like on the various screens displayed on the liquid crystal display 115 of the mobile phone 11 using the operation buttons 114a. On the other hand, in this sales support system, in order to prevent leakage of customer information input by the sales person P displayed on the liquid crystal screen 115 or customer information provided from the sales management server 13 side, display of various screens is possible. A predetermined time limit is set for the time.

  That is, a screen requiring input such as an “activity registration” screen is provided to the mobile phone 11 via the authentication server 12 from the sales management server 13 side, and can be changed within a predetermined time (for example, 1 minute, which can be changed as appropriate depending on the screen). When the input information is not transmitted from the mobile phone 11 side to the authentication server 12, the authentication server 12 transmits a “login” screen to the mobile phone 11 again.

  Therefore, the salesperson P is forced to switch to the “login” screen and enter authentication information such as an ID and PIN number if one minute has passed even if it is in the middle of the input on the “activity registration” screen. There must be.

  Thereby, for example, even if the mobile phone 11 is lost while the screen in the middle of input is displayed, the display screen is switched to the “login” screen after a predetermined time, so that leakage of customer information can be prevented. it can.

<Result management>
The customer activity information such as the sales person P,... As described above and the customer's residence sketch input by the sales terminal 14 is stored in the management database 133 of the sales management department every day. . In the sales management section, sales management data is created by appropriately processing based on stored customer information so that it can be referred to by the sales terminal 14 or the like.

  The sales management data includes visit data as shown in FIGS. 14A and 14B, activity registration data, customer visit rate data as shown in FIGS. 15A to 15E, an unvisited list, and As a result of estimate submission, there are activity result data as shown in FIGS. 16 (a) and 16 (b).

  FIG. 15A is a table summarizing the visit rates at a specific sales branch. From the “total number of customers” held in the branch and the “total number of visited residences” visited within a predetermined period, “visit rate” And “Unvisited rate”. FIG. 15B is a pie chart showing the “visit rate” and “unvisit rate” of a specific sales branch.

  FIG. 15C is a table summarizing visit rates for each sales person in a specific sales branch, and sales persons (employee names) having a high “visit rate” are entered in order from the top. . FIG. 15 (d) is an unvisited house list of the sales representative, and the “visit code” of the unvisited house that the sales representative has not visited, the “delivery date” of the residence, “renovation information”, etc. The contents are filled in.

  Further, FIG. 15 (e) is a table in which the results of estimates submitted to customers within a predetermined period for a specific sales branch are summarized by sales representative (person in charge). Information such as the “house code” of the customer in charge, the “negotiation result” by submitting an estimate, and the “cause / reason for missing (unordered)” according to the negotiation result are entered.

  FIG. 16 (a) is a table summarizing the results of activities related to various visits by sales representatives of a specific branch, such as “negotiation visit”, “new visit”, “claim visit”,. “Stay time” and “Interview place” are entered for each visit, and “Grand total” for each visit is also entered. FIG. 16B is a table summarizing the activity results of various visits for each sales representative of the branch with respect to the activity results of the branches in FIG. 16A.

  As described above, according to the above embodiment, when accessing the sales support system, the machine number unique to each mobile phone 11,..., And the ID of each salesperson P,. Since authentication is performed using a combination with a PIN number or a combination of a machine number and fingerprint information, even if the ID and PIN number are leaked or stolen, the machine number of the mobile phone 11 owned by the salesperson P Without the fingerprint information of the salesperson P, the sales support system cannot be accessed from a mobile phone owned by a third party who has nothing to do with it. Also, even if the sales person P loses the mobile phone 11 and a third party tries to access from the mobile phone 11, the authentication is cleared without the ID, PIN number, or fingerprint information that is difficult to be stolen or deciphered. It is difficult.

  Therefore, a third party other than the sales representative P,... Cannot access the sales support system from any of his mobile phone or the mobile phone 11 carried by the sales representative P,. Leakage of highly confidential customer information can be prevented.

  On the other hand, when the sales person P, etc. conducts sales, such as diagnosis, repair, and renovation of an existing customer's residence, the above-mentioned sales support system provides diagnostic information such as sales visit history and the age of the residence. Can be provided to sales representatives P,. As a result, the sales person P,... Can refer to the state of each customer's residence, etc., and determine the possibility and timing of repairs and renovations. Can approach.

  The embodiment of the present invention has been described in detail above with reference to the drawings. However, the specific configuration is not limited to this embodiment, and design changes that do not depart from the gist of the present invention are not limited to this embodiment. Included in the invention.

  In the business support system according to the above embodiment, authentication is performed using fingerprint information. However, authentication may be performed using biological information such as a retina and a voiceprint.

  Further, in the sales support system according to the above embodiment, the encrypted QR code is used as the read information for reading the customer information into the mobile phone 11, but the customer information can be read after being encrypted. For example, other encryption forms may be used.

  The configuration of each device, each means, and database in the sales support system according to the above embodiment can be arbitrarily changed.

  The business management server 12 may be composed of a plurality of computer systems operating in cooperation.

It is explanatory drawing which shows the structure of the sales support system which concerns on embodiment of this invention. It is a block diagram which shows the structure of the sales support system which concerns on embodiment of this invention. (A) is a perspective view which shows the mobile telephone which concerns on embodiment of this invention, (b) is an enlarged view which shows the operation button of the mobile telephone which concerns on embodiment of this invention. It is the transition figure which showed the outline | summary of each screen displayed on the liquid crystal screen of a mobile telephone by accessing the sales support system which concerns on embodiment of this invention. (A) is explanatory drawing which shows the fingerprint reading method performed when accessing the sales support system which concerns on embodiment of this invention, (b) is when accessing the sales support system which concerns on embodiment of this invention FIG. 6C is an explanatory diagram of a “menu” screen displayed when accessing the sales support system according to the embodiment of the present invention. (A) is explanatory drawing of the "reference customer search" screen displayed when accessing the sales support system which concerns on embodiment of this invention, (b) is the sales support system which concerns on embodiment of this invention It is explanatory drawing of the "search result" screen displayed when accessing, and (c) is explanatory drawing of the "customer information" screen displayed when accessing the sales support system according to the embodiment of the present invention It is. (A) is explanatory drawing of the drawing screen displayed when accessing the sales support system which concerns on embodiment of this invention, (b) is when accessing the sales support system which concerns on embodiment of this invention It is explanatory drawing of the expansion / contraction screen displayed on. It is explanatory drawing of the "history information list" screen displayed when accessing the sales support system which concerns on embodiment of this invention. (A) is explanatory drawing of the "DM history information" screen displayed when accessing the sales support system which concerns on embodiment of this invention, (b) is the sales support system which concerns on embodiment of this invention It is explanatory drawing of the "acceptance history information" screen displayed when accessing to, and (c) of the "expected history information" screen displayed when accessing the sales support system according to the embodiment of the present invention It is explanatory drawing, (d) is explanatory drawing of the "reform history information" screen displayed when accessing the sales support system concerning embodiment of this invention, (e) is embodiment of this invention It is explanatory drawing of the "visit history information" screen displayed when accessing the sales support system concerning. It is explanatory drawing of the "activity registration" screen displayed when accessing the sales support system which concerns on embodiment of this invention. (A) is explanatory drawing of the "outdoor" screen of the diagnostic sheet | seat displayed when accessing the sales support system which concerns on embodiment of this invention, (b) is the sales support which concerns on embodiment of this invention It is explanatory drawing of the "equipment" screen of the diagnostic sheet | seat displayed when accessing a system, (c) is "the roof of the diagnostic sheet | seat displayed when accessing the sales support system which concerns on embodiment of this invention. FIG. 4D is an explanatory diagram of the “Electricity / Gas” screen of the diagnostic sheet displayed when accessing the sales support system according to the embodiment of the present invention. (A) is explanatory drawing of the "content confirmation" screen displayed when accessing the sales support system which concerns on embodiment of this invention, (b) is the sales support system which concerns on embodiment of this invention. It is explanatory drawing of the "diagnostic sheet confirmation" screen displayed when accessing. (A) is explanatory drawing of QR Code concerning embodiment of this invention, (b) is explanatory drawing of the "customer information" screen displayed on a mobile telephone at the time of QR Code reading concerning embodiment of this invention It is. (A) is explanatory drawing of the visit data list created by the sales management part of the housing maker which concerns on embodiment of this invention, (b) is the sales management part of the housing maker which concerns on embodiment of this invention. It is explanatory drawing of the list of the activity registration data total created by. (A) is a list in which the visit rate of the whole branch created by the sales management department of the housing maker according to the embodiment of the present invention is written, and (b) is a house according to the embodiment of the present invention. It is a pie chart of the visit rate of the whole branch created by the sales management department of the manufacturer, and (c) shows the visit rate for each person in charge created by the sales management department of the housing manufacturer according to the embodiment of the present invention. (D) is a list of unvisited house lists of individual salespersons created by the sales management department of the house maker according to the embodiment of the present invention, and (e) is a book list. It is the list in which the result of the estimate submission created by the sales management department of the house maker which concerns on embodiment of this invention was filled in. (A) is a list of the activity total of the branch total created by the sales management department of the housing maker according to the embodiment of the present invention, and (b) is the sales management of the housing maker according to the embodiment of the present invention. It is the activity results for each sales representative created by the department.

Explanation of symbols

11 Mobile phone (mobile communication terminal)
114b Camera (encrypted information reading means)
123b Authentication means 132a Control means 133 Database (management database)

Claims (5)

A mobile communication terminal, a database for storing customer information, and customer information read from the database in response to access from the mobile communication terminal, and new customer information from the mobile communication terminal A sales support system that supports sales activities by means of control means that receives and stores in the database,
A sales support system comprising authentication means for performing authentication using unique information unique to the mobile communication terminal and identification information identified for each salesperson.   The sales support system according to claim 1, wherein at least a part of the customer information is stored in the database in advance.   The identification information is a combination of ID and password or biometric information for each salesperson, and the authentication means performs authentication using either the combination of ID and password or the biometric information. The sales support system according to claim 1 or 2.   2. The authentication unit requests authentication again when access from the mobile communication terminal authenticated as having the right authority by the authentication unit is not performed within a preset time. The sales support system according to any one of claims 3 to 4. The sales support system according to any one of claims 1 to 4, wherein the portable communication terminal includes encryption information reading means for reading encryption information obtained by encrypting customer information. .

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