JP2019179498A - Business support system, information processor, business support method and business support program - Google Patents

Abstract

To introduce an appropriate customer to a person in charge of business on a service provide side, and match business negotiation date/time that is convenient for both the person in charge of business and a customer.SOLUTION: An information processor includes: a storage part which stores a visit history including a company name of a company to which a visitor having visited a plurality of persons in charge of business of customer candidates belongs, a schedule of the persons in charge of a company, and the schedule of the persons in charge of business on a service provider side; an introduction request reception part which receives a customer introduction request including summary information obtained by summarizing service contents and access information to the detailed service contents; an extraction part which extracts a person in charge of a customer among the plurality of persons in charges of the company on the basis of the service contents and the company name of the visitor included in the visit history; a transmission part which transmits summary information and access information to the terminal of the person in charge of the customer; a request reception part which receives a request of business negotiation; and a matching part which matches schedules between the person in charge of the customer and the person in charge of the business.SELECTED DRAWING: Figure 2

Description

  The present invention relates to a sales support system, a sales support server, a sales support method, and a sales support program.

  Conventionally, when a service provider conducts sales activities, there have been many methods of suddenly doing business with the other party, such as diving sales or telephone sales, so the other party who is not interested or interested in the service of the service provider There were many cases where business was conducted.

  For this reason, for the side receiving sales, time may be lost due to a sudden phone call, and stress may be caused by the trouble of receiving sales contact from the same company many times. Was not necessary at all, and there was a conflict that it was impossible to refuse business uniformly. In addition, the sales representatives also have a vicious circle in which they have to work overtime for a long time because the efficiency of their operations deteriorates because there are many cases where they do not have the demand for the services they provide. It was connected to the business form.

  Therefore, a plurality of methods for improving the business efficiency have been proposed. For example, as a new prospecting discovery / sales support system, it uses information analyzing trends of existing customers, various data related to sales such as statistical data and map data, etc. A method for excavating a prospect is disclosed (see Patent Document 1).

JP 2017-91503 A

  However, the method according to Patent Document 1 is based on the premise that there is an existing customer, so when a new service is launched, obtaining a model case becomes a problem. In addition, even if a company that is a customer can be estimated, it is not possible to estimate to which person in charge the business negotiation is most appropriate in that company. In the case of making a phone call, it is possible that the appropriate person in charge cannot be contacted and the sales opportunity may be lost.

  Accordingly, the present invention provides a sales support system and an information processing apparatus capable of introducing an appropriate customer to a sales person on the service provider side and matching a business negotiation date and time convenient for both the sales person and the customer. The purpose is to provide a sales support method and a management program.

  In order to solve the above problems, a sales support system according to the present invention is a sales support system in which a plurality of terminals and an information processing apparatus that manages customer introduction processing to a service provider are connected via a network. Store the visit history including the company name of the company to which the visitor who visited multiple candidates of the candidate company, the schedule of the person in charge of the company, and the schedule of the sales person on the service provider side Introduction by the introduction request reception unit that receives the customer's introduction request including the storage unit, summary information summarizing the service content of the service provider, and access information to the detailed information indicating the details of the service content, and introduction by the introduction request reception unit When the request is accepted, multiple companies are based on the service content indicated by the summary information or detailed information and the company name of the company to which the visitor included in the visit history belongs. An extraction unit that extracts a customer representative who is a sales partner of the service provider from among the persons in charge, a transmission unit that transmits summary information and access information to the terminal of the customer representative extracted by the extraction unit, When the access information to the detailed information is accessed from the terminal of the customer contact person, when the request for business negotiations for the service indicated by the service content is received, and when the request for sales negotiations is received by the request reception unit And a matching unit that matches a schedule of a customer representative who is a transmission source of a business negotiation request with a schedule of a sales representative in charge of sales to the customer representative.

  According to the present invention, it is possible to introduce an appropriate customer to a sales person on the service provider side and to match a business negotiation date and time convenient for both the sales person and the customer.

1 is a system diagram showing a configuration of a sales support system according to an embodiment of the present invention. It is a block diagram which shows the function structure of the information processing apparatus which concerns on embodiment of this invention. It is a schematic diagram which shows the outline of the reception system which concerns on embodiment of this invention. It is a screen figure which shows the example of a screen of the reception system which concerns on embodiment of this invention. It is a figure which shows an example of the summary information and access information which concern on embodiment of this invention. It is a figure which shows an example of the sales representative's selection screen which concerns on embodiment of this invention. It is a block diagram which shows the function structure of the terminal device (for a person in charge, for service providers) which concerns on embodiment of this invention. It is a block diagram which shows the function structure of the terminal device (for reception) which concerns on embodiment of this invention. It is an example of the data conceptual diagram of (a) visit reservation information and follow information of the reception system 100 in the embodiment of the present invention, and (b) response history information. It is a sequence diagram which shows the flow of the customer introduction process which concerns on embodiment of this invention. It is a hardware block diagram which shows an example of the computer which can implement | achieve the information processing apparatus in embodiment of this invention.

  As shown in FIG. 1, the reception system 100 includes a server device 200, a terminal device (for a visitor person, a visitor, a person in charge) 300a, a terminal device (for a service provider) 300b, and a terminal device (for reception). 400 is included. Server device 200 is connected to terminal device 300 and terminal device 400 via network 500. In this embodiment, a visitor person is a person in charge of a visitor, a visitor is a person who visits an employee from an external company, and a customer person is an external service. An employee in charge of sales from the provider as a customer. A sales representative is a person in charge on the service provider side who sells to employees. In the following explanation, when referring to “Responsible”, it refers to the person in charge of the visitor, “Customer Contact” if the customer is in charge, and “Sales Person” for the sales representative on the service provider side. To do. In the present embodiment, the service provider terminal device 300b is described as being provided by a sales representative on the service provider side. However, the present invention is not limited to this. For example, the terminal device 300b for service provider is used. May be a service provider management device or the like.

  If the reception system 100 includes the terminal device 300 for the person in charge and the terminal device 300 for the visitor, the reception system 100 can be used for direct reception between the person in charge and the terminal device of the visitor without providing the terminal device 400. Exchanges (for example, notification for visits and reception for visits) may be performed.

  In FIG. 1, for simplicity of explanation, the server device 200, the terminal device 300, and the terminal device 400 are shown one by one, but it goes without saying that there may be more than this.

  In addition, the reception system 100 may cooperate with a schedule management system (not shown) that realizes registration of a schedule including a visit reservation and a calendar display, and a conference room management system (not shown) that manages reservation of a conference room. .

  The server device 200 may be any electronic device as long as it is a computer device capable of information processing for notification, monitoring, determination, display information generation processing, and the like, such as a personal computer, a server, a mainframe, and the like. It may be an electronic device.

  Specifically, the server device 200 may be a processing device whose entire device is controlled by a processor. A storage device (storage unit 240) such as a RAM and a hard disk drive, an input / output interface, a communication interface, and the like are connected to the processor via a bus. The storage device has a function of storing various processing data and programs necessary for various processes in the control unit 210. Input / output devices such as a display, a keyboard, a mouse, and an external storage medium are connected to the input / output interface. A network 500 is connected to the communication interface.

  In addition, the server device 200 does not include software, hardware, OS, etc. dedicated to the reception system 100, but includes SaaS (Software as a Service), Paas (Platform as a Service), and IaaS (Infrastructure as a Service). May be used as appropriate.

  The terminal device 300 is a terminal device in which a person in charge or a reception agent receives a notification from the reception system 100 or operates the reception system 100. Specific devices are connected to a smartphone as shown in the figure. It is not limited, For example, a portable terminal, a tablet terminal, PC, and another electronic device may be sufficient.

  Here, the “response agent” refers to a person who handles the person in charge instead, for example, a receptionist who performs reception service in conjunction with the reception system 100, and confirms an alert notification from the reception system 100. The person who follows the response. In addition to the receptionist, the agent can act on behalf of the person in charge on behalf of the person in charge, such as the person in charge of the department to which the person in charge belongs, the person in charge of the person in charge of the person in charge, or the person who supports the person in charge. Any person can be used.

  The terminal device 400 is a terminal device that is provided near the entrance of a company, etc., and that is operated by a visitor when the visitor accepts a visit. The specific device is limited to a tablet terminal as shown in the figure. For example, a portable terminal, a smart phone, a PC, and other electronic devices may be used.

  The network 500 may be wireless or wired as long as it is an IP network. For example, in the case of wireless communication, the terminal device 300 accesses a wireless LAN access point (not shown), via the LAN or WAN. You may communicate with the server apparatus 200. FIG. The network 500 is not limited to these examples, and may be, for example, a public switched telephone network, Bluetooth (Bluetooth (registered trademark)), an optical line, an ADSL line, a satellite communication network, or the like.

  Here, the outline | summary of the reception system 100 which concerns on one Embodiment of this invention is demonstrated using FIG. 3, FIG. FIG. 3 is a diagram schematically showing an overview of the reception system 100 according to an embodiment of the present invention. In FIG. 3, the terminal device 300a is the terminal device 300 owned by the person in charge X1, the terminal device 300b is the terminal device 300 owned by the person in charge X2, and the person in charge 300c is the terminal device 300 owned by the agent. FIG. 4 is a screen diagram showing a screen example of the reception system 100 according to an embodiment of the present invention.

  As shown in the upper part of FIG. 3, for example, when receiving a visit reception input from a visitor, the reception system 100 notifies the terminal device 300 owned by the person in charge of a message indicating the visit of the visitor. The message is notified to the person in charge using a chat function provided in the reception system 100 or a chat system linked to the reception system 100.

  Here, the “chat function provided in the reception system” specifically means real-time via the network 500 realized by the display input unit 351, the display output unit 341, and the communication unit 320 of the terminal device 300 of the reception system 100. This is a function for performing character-based conversation.

  Here, an example of accepting a visit acceptance input from a visitor will be described with reference to FIG. As shown in FIG. 4A, the reception system 100 uses the display output unit 441 of the terminal device 400 to “input the reception code”, “search for the name of the person in charge”, and “here for the interviewer”. It is possible to display the input buttons for the visit reception according to the visitor situation such as “For investors, click here”, “General reception”, “Dedicated for delivery companies”. In this example, an example in which a visit reception is input by inputting a reception code when the “input reception code” button is pressed is shown.

  As illustrated in FIG. 4B, when the “input reception code” button is input, a screen for inputting the reception code is displayed on the display output unit 441 of the terminal device 400. As shown in FIG. 4 (b), when the reception code previously communicated to the visitor is input and the execution button (the button shown at the bottom with a horizontal arrow) is pressed, the display input unit of the terminal device 400 is displayed. In 451, an input of a reception code is received.

  As shown in FIG. 4C, when the input of the reception code is received, the visit reservation information associated with the input reception code is extracted from the storage unit 430, the reservation date and time of the extracted visit reservation information, the meeting purpose The person in charge is displayed on the display output unit 441. If you click the “OK” button below the message that says “Call the above person in charge? Are you sure?” Displayed at the bottom, the display input section 451 will accept the visit from the visitor. Input is accepted. The above is an example of accepting a visit acceptance input from a visitor.

  Here, the “visit reservation information” is information indicating the contents of the visit reservation of the visitor including the correspondence between the visitor and the person in charge. Specifically, as shown in FIG. It consists of a table that includes codes, reservation dates, company names, visitors, and purpose of visit.

When the input of the visit acceptance is accepted in this way, as shown in the upper part of FIG. 3, the acceptance system 100 notifies the terminal device 300a and the terminal device 300b owned by the person in charge of a message indicating the visit of the visitor. Depending on the location where the visit is accepted, for example, if the visit is accepted by the admission management system, which is one of the other systems linked to the acceptance system 100 described later, If you received a visit based on the location information of the visitor, you could say, “You are a company near □□.” It may be changed.

  In the example of FIG. 3, when the person in charge X1 and the person in charge X2 are each notified of the message indicating the visit of the visitor, the person in charge X1 is outside the company (in other words, the person in charge X1 is not within the predetermined range). ), The person in charge X2 shows an example in the company.

  In the person in charge X1, the reception system 100 obtains position information indicating the current position of the person in charge X1 by using a GPS (Global Positioning System) function, a DGPS (Differential GPS) function, or the like that is pre-installed in the terminal device 300a. Then, it is determined whether or not it is within a predetermined range. In this example, the person in charge X1 is determined to be outside the company because it is not located within the predetermined range in the reception system 100. In addition, as shown in the lower right part of FIG. 3, the person in charge X1 displays “external” as the “current position” of the person in charge “X1” on the screen displayed on the display output unit 341 of the terminal device 300c. Note that the reception system 100 may include a GPS function, a DGPS function, and the like.

  Here, the “predetermined range” is a range for determining whether or not the person in charge is in the company. Specifically, for example, when “radius 5 m” is set as a predetermined range from the position of the building where the company in which the reception system 100 is installed exists, it is determined that the person in charge of determination is located within a radius of 5 m from the position of the building Then, it is determined that the person in charge to be determined is in the company. The predetermined range may be set according to the business form of the company, the working form of the employee, etc., and may be set as appropriate such as a radius of 5 m, 10 m.

  In the person in charge X2, as in the case of the person in charge X1, the position information of the person in charge X2 is acquired using the GPS function or the like, and it is determined whether or not the person in charge is within a predetermined range. In this example, since the person in charge X2 is located within a predetermined range in the reception system 100, it is determined that the person in charge X2 is in the office. In addition, as shown in the lower right part of FIG. 3, the person in charge X2 displays “in-house” as the “current position” of the person in charge X2 “Mr. X2” on the screen displayed on the display output unit 341 of the terminal device 300c. The

  When the reception system 100 determines that the person in charge is not within the predetermined range, the reception system 100 provides follow-up information so that at least one of the other persons in charge associated with the visitor or the agent in charge responds. Update.

  Here, “Following response” means that when a visitor visits a visitor who is the person to whom the visitor is visiting is difficult due to various circumstances, another person in charge or a response agent, etc. To follow a visitor on behalf of the person in charge. Specifically, the response follow can be (1) re-notifying the person in charge, or (2) if there are multiple persons in charge associated with the visitor, (3) You may follow a visitor including the method in any one of (1)-(3) of making a response agent follow a response.

  In addition, “follow information” as used herein refers to the specific items (1) to (3) described above for another person in charge or a response agent to follow a visitor on behalf of the person in charge. This is information indicating the content of the follow and the processing request for the indicated follow to each functional unit.

  In this example, since it is determined that the person in charge X1 is outside the company, the person in charge X2 who is another person in charge or the response agent will follow the response, but here the person in charge X2 inputs the response The “NG” button is pressed, and the person in charge X2 is determined to be “NG state” as the response state. In such a case, the reception system 100 may determine the response states of the person in charge X1 and the person in charge X2 in a composite manner, and finally update the follow information so as to follow the reception agent.

  Here, “response input” means that the person in charge inputs a response to the notification from the reception system 100. For example, can the person in charge who received the notification from the notification unit 311 respond to the visit of the visitor? It may be an input specifying whether or not.

  Also, the follow information is specifically emphasized, for example, as an alert output for prompting the user to respond to the display output unit 341 of the terminal device 300c, such as “Guide to the conference room instead of the person in charge!”. It is updated to make a text display and a display request to display a popup such as “ATTENTION! Please guide to the conference room instead of the person in charge!”.

  Then, as shown in the display output unit 341 of the terminal device 300c in FIG. 3, the reception system 100 outputs an alert that prompts a response follow based on the updated follow information in response to the display request.

  The reception system 100 is configured as described above. (1) Position information of the person in charge (internal or external), (2) Contents of response input from the person in charge (“OK” or “NG”) And an alert output that prompts a follow-up response according to the situation of the person in charge indicated in the situation ("not entered" or "entered"), so notification for useless follow-up (for example, NG state Re-notify the person in charge over and over again), and the response agent can be urged to respond to the situation according to the situation of the person in charge, thus preventing the visitor from waiting for a long time. can do.

(Functional configuration)
FIG. 2 is a diagram showing a functional configuration example of the reception system in one embodiment of the present invention. As shown in FIG. 2, the reception system 100 includes a server device 200, a terminal device 300 for a person in charge and a visitor, and a terminal device 400 for reception.

  As shown in FIG. 2, the reception system 100 has received a storage unit 240 that stores visit reservation information including an association between a visitor and a person in charge, and an input unit 450 that receives an input of a visitor's visit reception. Based on the input of the visit reception and the visit reservation information, a notification unit 411 that notifies the person in charge by transmitting a message indicating the visit of the visitor provided with a response input part for the person in charge to input a response, and a response And an output unit 340 that outputs a response input status from the input unit. By adopting such a configuration, it is possible to check the response input status output by the person in charge other than the person in charge and the response agent, and follow up as necessary, and respond efficiently and accurately. Can do.

  As shown in FIG. 2, the server device 200 includes a control unit 210, a communication unit 230, and a storage unit 240.

  The storage unit 240 has a function of storing various programs, data, parameters, and the like necessary when the server device 200 operates under the control of the control unit 210. Specifically, the storage unit 240 stores visit reservation information, response history information, visit information (visit history), follow information, action log information, output information, input information, and the like. In addition, the storage unit 240 stores the profile information of the person in charge, contact information, schedule information of the person in charge and the sales person, billing information, and the like. Here, the contact information is a mobile phone number, an e-mail address, other chat tools, etc., and the profile information includes the department name of the department to which the person in charge belongs, job title, work contents, working years, and the like. The schedule information of the person in charge and the sales person in charge is information on the visit information of each person in charge and the person in charge of sales and information on the schedule of meetings, business trips, and the like. The billing information is information indicating an amount billed to the service provider as an introduction fee, a billing target, a billing date and time, and the like.

  Specifically, the storage unit 240 includes, for example, a main storage device including a ROM and a RAM, an auxiliary storage device including a nonvolatile memory, an HDD (Hard Disc Drive), an SSD (Solid State Drive), a flash It is composed of various recording media such as a memory.

  The input unit 250 receives input of visit information indicating that the user has visited under the control of the control unit 210, and stores the received visit information in the storage unit 240. Specifically, the input unit 250 receives (1) an input of a visitor's visit acceptance, (2) receives a message indicating a visit from the notification unit 311 of the visitor's terminal device 300, or (3 ) By receiving a message indicating the visit of a visitor from another linked system, the input of the visit information is accepted.

  Here, “visit information” is information indicating that a visitor has visited, and is a visit history in the present invention. The visit information may be generated from the input information received by the input unit 250 or the information included in the received message indicating the visit. The visit information includes, for example, the visitor name, the visitor's company name, the visit reception date and time, the location information where the visit was accepted (for example, whether the visit was accepted based on the visitor's location information, or whether the visit was accepted by the entrance gate device) Alternatively, the information may be configured to include information indicating whether a visit is accepted by the terminal device 400 for acceptance. The visit information may be configured as a part of the visit reservation information.

  The control unit 210 includes a notification unit 211, a monitoring unit 212, a determination unit 213, an acquisition unit 214, a reception unit 215, an extraction unit 216, a matching unit 217, a display control unit 218, a charging unit 219, and a management unit 220. This is a processor having a function of controlling each of the 200 functional units. The reception unit 215 corresponds to an introduction request reception unit, a request reception unit, and an appointment reception unit in the present invention.

  For example, the control unit 210 performs arithmetic processing based on a processing request from each functional unit of the terminal device 300, the terminal device 400, or the server device 200, and performs various types of visit reservation information stored in the storage unit 240. Information is referred to, updated or deleted.

  The control unit 210 may generate output information for outputting the processing result in the terminal device 300 or the terminal device 400. In this case, the generated output information is transmitted to the terminal device 300 or the terminal device 400 via the communication unit 230 and the network 500.

  The notification unit 211 is notified by transmitting a message to the terminal device 300 for the person in charge or the visitor based on the input content received by the input unit 450 or a notification from another system that cooperates with the reception system 100. Has the function of

  Specifically, the notification unit 211 sends a message indicating the visit of the visitor provided with a response input unit for the person in charge to input a response to the person in charge based on the received visit reception input and visit reservation information. Notify by sending.

  Further, as another example, specifically, the notification unit 211 includes a response input unit for a person in charge to input a response to the person in charge based on a notification from another system that cooperates with the reception system 100. You may notify by transmitting the message which shows a visitor's visit. Specifically, the “other system that cooperates with the reception system 100” is, for example, an entrance management system that manages entrance of a visitor by providing an entrance gate device at the entrance of a building, and a schedule that manages the schedule of a person in charge Refers to management system.

  For example, the reception system 100 receives a notification that a visitor has entered from the admission management system, and the notification unit 211 detects that the visitor has entered the building based on the notification, and is used for the person in charge. A message indicating the visit may be transmitted to the terminal device 300 in advance. As another example, the reception system 100 itself may have a configuration of an entrance management system (an entrance management function, an entrance gate device, etc.) without using another system. By adopting such a configuration, it is possible to notify the person in charge of the visit before the visitor inputs the visit acceptance, and to reduce the situation where the visitor waits for a long time.

  Here, the “response input unit” is a functional unit that is input in order to return a response to the message indicating the visit notified by the person in charge. Specifically, as shown in the upper part of FIG. An “OK” button, an “NG” button or the like provided in the message. In the example of FIG. 3, an example in which both the “OK” button and the “NG” button are provided is shown, but only the “OK” button is provided, and the response from the person in charge is only an ACK (ACKnowledgement) response. It is good. The contents and status of the response input to the response input unit may be stored in the storage unit 330 as visit reservation information, and are also stored as visit reservation information stored in the storage unit 240 of the server device 200. The data may be transmitted from the terminal device 300 to the server device 200 via the network 500.

  In addition, the notification unit 211 determines that, based on the response history information, the percentage of visit reservations that have not been accepted even after the second predetermined time has elapsed from the time when the visit acceptance of the visitor is accepted exceeds the predetermined percentage. In such a case, notification may be made in advance by transmitting a message indicating the visit of the visitor based on the reservation date and time of the visit reservation information.

  Here, “response history information” refers to the contents and status of response input for each person in charge (for example, at which timing) the monitoring unit 212 stores the result of monitoring the contents and situation of the response input for each person in charge for a predetermined period. Or whether the response was OK or NG, etc.). As shown in FIG. 15B, the response history information includes, for example, the content of the response input and the total result of the situation (for example, the number of times the NG button has been continuously pressed or the average time from the notification until the response is input. Etc.) may be included.

  Here, the “predetermined period” refers to a preset period for accumulating and storing the response input status and contents, and the period is an operation such as a storage capacity of the storage unit 240 of the reception system 100. What is necessary is just to set suitably according to the use form of the said service, a company's business form, etc. if it is an environment or a cloud service is used.

  Here, the “second predetermined time” refers to a time set as a time for allowing a visitor to wait at the reception. The second predetermined time may be set appropriately for each company or business, for example, 10 minutes, 15 minutes, etc. Generally, it does not feel uncomfortable even if a person waits until reception is completed. Set the time.

  In other words, the second predetermined time is a time set by adding the time until the response follow-up enters the first predetermined time.

  Here, “predetermined ratio” means the person in charge who needs to respond to many visits that have not been accepted even after the second predetermined time has passed since the time when the visitor's input was accepted. For example, when the denominator is the number of visit reservations accepted for each person in charge and the numerator is the number of visit reservations that have not been accepted even after the second predetermined time, , An acceptable ratio for the calculated ratio (hereinafter referred to as “waiting ratio”). The allowable ratio may be set as the predetermined ratio in accordance with the business form of the company or the form of the reception service. For example, a ratio such as 70% or 80% may be set.

  Further, as another example, the notification unit 211, based on the response history information, when the average value of the time that the visitor waits (hereinafter referred to as “average wait time”) exceeds a predetermined average time In this case, notification may be made in advance by transmitting a message indicating the visit of the visitor based on the reservation date and time of the visit reservation information.

  The notification unit 211 is configured as described above, so that a person who has been waiting for a visitor chronically waits for a visitor to receive a visit message in advance if the reservation date and time approaches, even if no visit reception is input. Can be provided without waiting for the visitor, and a reception service for reducing unpleasant feelings when waiting for the visitor can be provided.

  The monitoring unit 212 has a function of monitoring the input contents and status of the input unit and the response input unit. Specifically, the monitoring unit 212 monitors the content and status of the response input, and generates monitoring information based on the monitoring result. More specifically, the monitoring unit 212 refers to the content and status of the response input for each person in charge stored in the storage unit 240, for example, periodically or event-driven. As well as the change timing.

  Here, “monitoring information” is information indicating the result of monitoring the input content and status of the input unit and the response input unit by the monitoring unit. For example, at which timing the response is input for each person in charge, which This is information indicating a record of monitoring contents such as response contents.

  Further, as another example, the monitoring unit 212 may be based on the location information, visit reservation information, visit information, visit information, etc. (hereinafter referred to as “position information etc.”) acquired by the acquisition unit 214 during the visit. You may also monitor the behavior of the person in charge during your visit. Specifically, the monitoring unit 212 may periodically record position information or the like as monitoring information, and store the result of the recording in the storage unit 240 as action log information for each person in charge. With such a configuration, the monitoring unit 212 can assist the person in charge in grasping the behavior.

  Here, “visit information” is information indicating that the person in charge has visited another company or the like. The visit information may include the company name of the person in charge of the person in charge, the name of the person in charge of the visit destination, the purpose of the visit, the date and time of the visit. The visit information may be generated by acquiring schedule information managed from schedule management information that is one of the other systems that cooperate with the reception system 100.

  Further, the monitoring unit 212 may statistically analyze the action log information, graph the analyzed information, and output the information as a behavior analysis report from the display output unit 341. Further, the sales may be predicted from the behavior of the person in charge by performing regression analysis using the position information indicated in the action log as an explanatory variable and the sales value of each person in charge as the objective variable. The predicted result may be output from the display output unit 341 as a behavior analysis analysis report.

  The determination unit 213 has a function of performing determination regarding response follow based on various information. Specifically, the determination unit 213 determines whether it is necessary to respond to the visitor based on the monitoring information generated by the monitoring unit 212, and generates follow information based on the determination result. The determination unit 213 stores the generated follow information in the storage unit 240. With this configuration, it is possible to use the response input contents and status of the person in charge based on whether or not the person in charge is available in the first place when the person in charge is notified of the visit. can do.

  More specifically, the determination unit 213 uses (2) a method for re-notifying the person in charge who has not input a response when the person in charge has not input a response for the first predetermined time. (3) A part of the person in charge responds but cannot respond to the visitor's visit. If any of the methods (1) to (3) are selected for the remaining person in charge or the response agent, the follow information is generated to follow the response. Good.

  Here, an example of the content of follow determined by the determination unit 213 will be described with reference to FIG. FIG. 4 is a table showing an example of the contents of the response follow according to the notification / response state of the reception system in one embodiment of the present invention.

  As shown in FIG. 4A, the determination unit 213 determines the follow contents as shown in “Follow information content” according to “current position”, “notification state”, and “response state” for each person in charge. May be. Needless to say, the follow contents may be appropriately set according to the “current position”, “notification state”, and “response state” for each person in charge, without being limited to the example of FIG. .

  Further, as shown in FIG. 4B, when there are a plurality of persons in charge associated with the visitor, the determination unit 213 combines the “current position” and “response state” for each person in charge. The follow contents may be determined as shown in “Contents of follow information”. Needless to say, the follow contents may be appropriately set in combination according to the “current position” and “response state” for each person in charge, without being limited to the example of FIG. 4B.

  Here, the “first predetermined time” refers to a time set as an allowable time from when the person in charge is notified of a message indicating the visit of the visitor until the person in charge approaches the visitor. In addition, the first predetermined time may be set appropriately for each company or business, for example, 5 minutes, 10 minutes, etc. Generally, a person waits based on the time until the person in charge goes to the reception. What is necessary is just to set time which is not uncomfortable even if it is done.

  In other words, the first predetermined time is a time set shorter than the time allowed for the visitor to wait at the reception until the response follow is entered.

  The determination unit 213 is configured as described above. For example, when it is specified that all the persons in charge cannot respond, the response agent can be urged to respond to the person in charge according to the situation of the person in charge. Can follow up more precisely.

  In addition, as an example, the determination unit 213 determines whether or not the person in charge is within the predetermined range based on the position information of the person in charge. The follow-up information may be updated so that at least one of another person in charge associated with the visitor or a response agent can respond. With such a configuration in the determination unit 213, for example, in a situation where the person in charge cannot be handled because the person in charge is outside the company, it is possible to prevent unnecessary re-notification to the person in charge, and another person in charge or Since it can be determined that the agent follows the reception, the reception service can be efficiently provided.

  In addition, as an example, the determination unit 213 determines that the “status” of each visit reservation is “acceptance complete” in accordance with the input of the reception completion from the person in charge or the reception agent received by the input unit 350 and the visit reservation Information may be updated.

  The acquisition unit 214 has a function of acquiring various types of information from an external system or other devices. Specifically, the acquisition unit 214 may acquire, for example, position information indicating the current position of a visitor or a person in charge. In acquiring the position information, the acquiring unit 214 may acquire the position information from, for example, a GPS function provided in the terminal device 300 held by a visitor or a person in charge.

  The accepting unit 215 accepts a customer introduction request including service summary information and access information from the service provider terminal 300 b via the communication unit 230. Here, the service summary information is information that summarizes the description of the service content, and the access information is access information to the detailed information that shows details of the service content. The access information is, for example, the URL of a page on which detailed information is displayed. FIG. 5 is a diagram showing an example of summary information and access information according to the present embodiment. For example, the reception unit 215 receives summary information “Share No., 1 cloud labor software used by more than 6000 companies from less than 10 to 10000 employees” shown in the first case of FIG. Similarly, the detailed information “https://receptionist.jp/salesrep/103r13how8r/” shown in the first case in FIG. 5 is accepted.

  The reception unit 215 receives a business negotiation request for the service content indicated by the detailed information when the access information is accessed via the communication unit 230 by the terminal 300a of the customer representative. Here, the business negotiation request is a business negotiation request from a sales representative regarding the service content indicated by the detailed information.

  The accepting unit 215 accepts the confirmation of the negotiation appointment based on the schedule matched by the matching unit 217 from the terminal 300a of the customer staff. For example, the reception unit 215 outputs a plurality of negotiation dates and sales representatives to the customer representative terminal 300a by the display control unit 218 in a selectable manner, and the sales representatives and negotiations from the customer representative terminal 300a. Accept date and time selection. FIG. 6 is a diagram illustrating an example of a sales representative selection screen. In FIG. 6, an icon for selecting sales representatives A to C is displayed along with a message “If you want to hear a proposal, please select a sales representative”. The reception unit 215 receives the selection of the sales person from the terminal 300a of the customer person in charge, and also receives the selection of the date and time of the business negotiation.

  When the accepting unit 215 accepts a customer introduction request, the extracting unit 216 receives the service content indicated by the service summary information, the company name of the visitor included in the visit history stored in the storage unit 240, Based on the name of the person in charge indicated by the visit history, the person in charge of the customer who is the business provider of the service provider is extracted from the persons in charge in the company. For example, the company name of the visitor “A” who visited the person in charge “X1, X2” of the visit reservation ID “R0001” in FIG. In this case, the extraction unit 216 estimates that the business content of the person in charge “X1, X2” is related to the business content of “Co., Ltd.”. Further, the extraction unit 216 refers to the profile information of the person in charge from the storage unit 240, and the person in charge of the business related to the content indicated by the service summary information from the department name or business content indicated by the profile information is in charge of the customer. Extract as a person.

  The communication unit 230 corresponds to the transmission unit in the present invention, and transmits the summary information and the access information to the terminal 300b of the customer representative extracted by the extraction unit.

  The communication unit 230 has a function of executing communication with the terminal device 300 and the terminal device 400 via the network 500 under the control of the control unit 210. The communication may be either wired or wireless, and any communication protocol may be used as long as mutual communication can be performed. Specifically, for example, the communication unit 230 transmits output information to be output to the terminal device 300 or the terminal device 400, or receives input information input from the terminal device 300 or the terminal device 400.

  When the accepting unit 215 accepts a business negotiation request from the terminal 300b of the customer representative, the matching unit 217 matches the schedule of the customer representative with the schedule of the sales representative on the service provider side. Specifically, the matching unit 217 obtains the schedule information of the customer representative from the storage unit 240 and the schedule information of the sales representative, and extracts the date and time when no schedule is entered in both.

  When the access information is accessed by the customer representative terminal 300a, the display control unit 218 displays the identification information of the plurality of sales representatives of the service provider and the profile information of the sales representatives. Displayed on 300a. Here, the profile information of the sales person is information indicating the characteristics of the sales person such as the history of joining the sales person, the working years in the industry, and the field in charge. For example, the display control unit 218 outputs the display information of the sales representative selection screen as shown in FIG. 6 to the customer representative terminal 300a. Further, when the icon “salesperson A” is selected by the terminal 300a of the customer staff, the display control unit 218 further outputs the profile information of the sales staff A to the terminal 300a of the customer staff.

  The billing unit 219 confirms the negotiation appointment when the access information to the detailed information is accessed by the terminal 300a of the customer representative and by matching the schedule of the customer representative and the schedule of the sales representative by the matching unit 217. You will be charged for each case. For example, when the access information is accessed by the terminal 300a of the customer representative, 50 yen is charged for each access, and when the appointment is confirmed, 5000 yen is charged as an introduction fee for each appointment. To do. Specifically, the access date / time or appointment confirmation date, identification information of the terminal device 300a, customer identification information, and the like are registered in the billing information stored in the storage unit 240. In this embodiment, the charging is performed both when the customer representative accesses the access information and when the negotiation appointment is confirmed. However, the charging is performed in either case. It is good as well.

  When the reception unit 215 accepts the selection of the sales representative from the terminal 300a of the customer representative, the management unit 220 accepts the selection in the schedule information of the schedule information of the sales representative and the customer representative who accepted the selection. Enter the date and time and the opportunity name to update.

  Next, FIG. 7 is a block diagram illustrating an example of a functional configuration of the terminal device 300 (a, b). As shown in FIG. 7A, the terminal device 300a for the person in charge includes a control unit 310, a communication unit 320, a storage unit 330, an output unit 340, and an input unit 350.

  The control unit 310 is a processor having a function of controlling each functional unit of the terminal device 300. Specifically, for example, the control unit 310 stores the output information transmitted from the server device 200 in the storage unit 330 or causes the output unit 340 to output the output information.

  For example, the control unit 310 performs arithmetic processing based on a processing request from the terminal device 400 or the server device 200, and refers to, updates, or deletes various types of information such as visit reservation information stored in the storage unit 330. Etc. may be performed.

  Similar to the control unit 210, the control unit 310 may include a notification unit 311, a monitoring unit 312, a determination unit 313, and an acquisition unit 314. Since the function of each functional unit is the same as that of the control unit 210, description thereof is omitted. In addition to the configuration of the notification unit 211, an additional configuration of the notification unit 311 will be described next.

  For example, when the terminal device 300 of the reception system 100 is used for a visitor, the notification unit 311 may have a function of notifying the person in charge of the visit of the visitor. Specifically, the notification unit 311 may, for example, (1) when a visitor passes through an entrance gate device of an entrance management system or the like that is another linked system, or (2) a visitor When entering the predetermined range based on the position of the building where the planned company exists, a message indicating the visit of the visitor may be transmitted to the reception system 100 via the communication unit 320 and the network 500.

  The notification unit 311 may use short-range wireless communication (for example, Bluetooth (registered trademark)) for the notification. For example, the notification unit 311 may connect the visitor terminal device 300 to the reception terminal device 400. You may hold the Bluetooth communication to notify you that you have visited.

  The notification unit 311 has such a configuration, so that a visitor can receive a visit to the terminal device 400 without an input operation of a receipt code or an operation button. Can be provided. In addition, since the person in charge can grasp the visit before the visitor arrives at the company reception (such as the installation location of the reception terminal device 400), the visitor can be efficiently handled.

  Further, the notification unit 311 notifies the information processing apparatus 200 of a business negotiation request, selection of a sales person in charge, appointment date, and the like via the communication unit 320.

  The communication unit 320 has a function of executing communication with the server device 200 or the terminal device 400 via the network 500 under the control of the control unit 310. The communication may be either wired or wireless, and any communication protocol may be used as long as mutual communication can be performed. Specifically, for example, the communication unit 320 may receive the output information transmitted from the server device 200 according to the control of the control unit 310, or may transmit the input information transmitted to the server device 200. Good.

  The storage unit 330 has a function of storing various programs, data, parameters, and the like necessary when the terminal device 300 operates under the control of the control unit 310. Specifically, the storage unit 330 stores, for example, visit reservation information, response history information, follow information, action log information, monitoring information, input information, output information, and the like. Specifically, the storage unit 330 is configured by various recording media such as a main storage device including a ROM and a RAM, an auxiliary storage device including a nonvolatile memory, an HDD, an SSD, a flash memory, and the like. .

  The output unit 340 includes a display output unit 341 and an audio output unit 342, and has a function of outputting various types of information to the terminal device 300 according to the control of the control unit 310. Specifically, the output unit 340 outputs a response input status (“not input” or “input completed”) from the response input unit.

  In addition, the output unit 340 may output an alert that prompts a response follow based on the follow information.

  The display output unit 341 has a function of displaying output information and the like transmitted from the server device 200 under the control of the control unit 310. Specifically, for example, an LCD (Liquid Crystal Display) display, an LED (Light Emitting Diode) display, an OLED (Organic Light Emitting Diode) display, or the like provided in the terminal device 300 may be used as the display output unit 341.

  The display screen of the display output unit 341 is a general data format that can be displayed on the terminal device 300, such as a markup language such as HTML (Hyper Text Markup Language), bitmap data, or compressed image data. Should be generated.

  Here, the “output information” refers to information output to the output unit 340. Specifically, (1) display screen information for notifying a person in charge of a visit message as shown in the upper part of FIG. Audio output information, (2) display screen information indicating the contents of the reservation of the visit as shown in the lower right part of FIG. 3 and the contents and status of the response input, (3) display screen information of the reception desk as shown in FIG. Say. The output information is generated based on the processing result of each functional unit by the control unit of each device.

  The audio output unit 342 has a function of outputting output information as audio under the control of the control unit 310. Specifically, the audio output unit 342 may output audio using, for example, a speaker built in the terminal device 300. Specifically, for example, the voice output unit 342 may output the voice so that the content displayed by the display output unit 341 is notified to the person in charge or the agent in charge by voice.

  The input unit 350 has a function of accepting an input from a person in charge or a reception agent under the control of the control unit 310. Specifically, for example, the input unit 350 may accept an input of acceptance completion from a person in charge or a service agent.

  The display input unit 351 has a function of accepting an operation input from a person in charge or a service agent under the control of the control unit 310. Specifically, the display input unit 351 is realized by a soft key or a hard key such as a touch panel. The display input unit 351 may accept a response input as a response input unit for a message indicating a visit output by the display output unit 341. The display input unit 351 generates input information based on the received input result under the control of the control unit 310, and transmits the input information to the server device 200 via the communication unit 320.

  Here, the “input information” refers to information indicating the display information displayed on the display output unit 341 and the received input result.

  The voice input unit 352 has a function of inputting and receiving a voice of a person in charge under the control of the control unit 310. Specifically, the voice input unit 352 may input voice using, for example, a microphone built in the terminal device 300. Specifically, the voice input unit 352 may input, for example, the contents displayed and input by the display input unit 351 by voice.

  Further, as shown in FIG. 7B, the service provider terminal device 300b includes a control unit 360, a communication unit 320, a storage unit 330, an output unit 380, and an input unit 390. In addition, about the function and structure same as the terminal device 300a, the same code | symbol is attached | subjected and description is abbreviate | omitted.

  The control unit 360 is a processor having a function of controlling each functional unit of the terminal device 300. Specifically, for example, the control unit 310 stores the output information transmitted from the server device 200 in the storage unit 330 or causes the output unit 340 to output the output information.

  For example, the control unit 360 performs arithmetic processing based on a processing request from the terminal device 400 or the server device 200, and refers to, updates, or deletes various types of information such as visit reservation information stored in the storage unit 330. Etc. may be performed.

  The control unit 360 includes a notification unit 361 and an acquisition unit 362. The notification unit 361 notifies various types of information to the external device via the communication unit 230. For example, the notification unit 361 transmits an introduction request to the information processing apparatus 200 and an appointment date and time notification with the customer representative notified from the information processing apparatus 200.

  The acquisition unit 362 has a function of acquiring various types of information from an external system or another device. Specifically, the acquisition unit 214 may acquire, for example, position information indicating the current position of a visitor or a person in charge. In acquiring the position information, the acquiring unit 214 may acquire the position information from, for example, a GPS function provided in the terminal device 300 held by a visitor or a person in charge.

  FIG. 8 is a block diagram illustrating a functional configuration of the reception terminal device 400. As illustrated in FIG. 8, the reception terminal device 400 includes a control unit 410, a communication unit 420, a storage unit 430, an output unit 440, and an input unit 450. Since the terminal device 400 has the same configuration as that of the terminal device 300, the description thereof is omitted. However, in addition to the same configuration as that of the terminal device 300, only the input unit 450 and the display input unit 351 will be described as different configurations.

  The input unit 450 has a function of accepting input of visit information indicating that a visit has been made under the control of the control unit 410. Specifically, the input unit 450 receives (1) an input of a visitor's visit acceptance, (2) receives a message indicating a visit from the notification unit 311 of the visitor's terminal device 300, or (3 ) By receiving a message indicating the visit of the visitor from another system that cooperates, the input of the visit information is accepted.

  For example, the display input unit 451 includes a pop-up display or an operation input button for a call request or an incoming call notification for a call system (not shown) linked to the reception system 100, and is used in a call system used by a person in charge. You may cooperate.

(Data structure)
A data configuration example of the reception system 100 according to an embodiment of the present invention will be described with reference to FIG. FIG. 9 is an example of a data conceptual diagram of (a) visit reservation information and follow information and (b) response history information of the reception system 100 according to an embodiment of the present invention.

  As shown in FIG. 9A, the visit reservation information includes “visit reservation ID” that uniquely identifies the visit reservation, “reception code” that is input and identified when the visit reception is entered, and visit reservation information. “Registration date / time” indicating the date / time, “Reservation date / time” indicating the visit reservation date / time, “Company name” indicating the visitor's company name, “Visitor” indicating the visitor, and the operation buttons on the corresponding reception screen “ “Button type”, “Responding status” indicating the response status to the visitor, “Status” indicating the status of reception, “Number of visitors” indicating the number of visitors, “Person in charge” indicating the person in charge, and the conference room to be used “Meeting room” indicating the visit purpose of the visitor, “Current position” indicating the current location of the person in charge, “Notification / response status” indicating the content and status of the notification / response input of the person in charge Or the like. Further, as shown in FIG. 9A, the follow information may include a field such as “alert” indicating response follow in association with (linked to) the visit reservation information.

  The response history information includes a field such as “notification / response status” indicating the content and status of the final notification / response input for each person in charge in order to indicate the history of the response of the person in charge in the visit reservation information. Also good. As shown in FIG. 9B, as information not included in the visit reservation information, “NG” (number of consecutive responses) indicating the number of times “NG” (response impossible) is entered for each person in charge, the visitor visits The average waiting time calculated for the predetermined period of the “waiting time” from acceptance until completion of reception exceeds the second predetermined time for the total number of visit reservations for each person in charge It may be configured to include a field such as “waiting ratio” indicating the ratio of the number of reservations that have been kept waiting.

  Next, customer introduction processing by the information processing apparatus 200 will be described. FIG. 10 is a sequence diagram showing a flow of business negotiation appointment confirmation processing by the information processing apparatus 200, the terminal 300a for the person in charge, and the terminal 300b for the service provider.

  The service provider terminal device 300b transmits a customer introduction request to the information processing device 200 (step S1). Here, the customer introduction request includes summary information of the service content and access information to the detailed information. The information processing apparatus 200 identifies the service provided by the service provider from the summary information included in the introduction request received in step S1 (step S2).

  The information processing apparatus 200 acquires a visit history (step S3). The information processing apparatus 200 acquires the person in charge's profile information (step S4). Note that step S4 may be omitted if a person in charge appropriate for the business negotiation can be extracted in step S3.

  The information processing apparatus 200 extracts a plurality of customer representatives from the visit history acquired in steps S3 and S4 and the profile information of the representatives (step S5). Here, the information processing apparatus 200 extracts a person in charge appropriate for the business negotiation of the service specified in step S2 from the company name included in the acquired visit history and the person in charge indicated by the visit history. Further, the information processing apparatus 200 extracts a person in charge appropriate for the business negotiation of the service specified in step S2 from the department name or the business content indicated by the person in charge's profile information. The information processing apparatus 200 distributes the sales information to the terminal device 300a for the person in charge of the person in charge extracted in step S5 (step S6). Here, the sales information includes summary information of service contents and access information to detailed information. Further, the detailed information includes display information that can be selected from a plurality of sales representatives to whom the business negotiation appointment is attached.

  The terminal device 300a for the person in charge who receives the sales information in step S6 accesses the access information included in the sales information (step S7). The information processing apparatus 200 updates the billing information (Step S8). The information processing apparatus 300a transmits a business negotiation request to the information processing apparatus 200 (step S9). Here, the sales negotiation request includes selection information of a sales person who desires. The information processing apparatus 200 that has received this matches the schedule of the customer representative who transmitted the business negotiation request in step S7 and the schedule of the sales representative included in the business negotiation request (step S10). The information processing apparatus 200 transmits a plurality of candidates for the date and time of the business negotiation matched in step S8 to the terminal device 300a for the person in charge and the terminal device 300b for the service provider that the sales person in charge has (step S11).

  The service provider terminal device 300b transmits an appointment confirmation notification based on the date of the business negotiation received in step S11 to the information processing device 200 (step S12). Similarly, the terminal device 300a for the person in charge transmits an appointment confirmation notice based on the date of the business negotiation received in step S10 to the information processing apparatus 200 (step S13). Note that step S12 and step S13 may be performed simultaneously regardless of the order. The information processing apparatus 200 updates the billing information (Step S14).

  FIG. 11 is a hardware configuration diagram illustrating an example of a computer 20 that can implement the information processing apparatus 200 according to the present embodiment. As shown in FIG. 11, a computer 20 includes a central processing unit (CPU) 21, a random access memory (RAM) 22, a read only memory (ROM) 23, a hard disk drive (HDD) 24, and a communication interface (I / F). 25, an input / output interface (I / F) 26, and a media interface (I / F) 27.

  The CPU 21 operates according to a program stored in the ROM 23 or the HDD 24 and controls each unit. The ROM 23 stores a boot program executed by the CPU 21 when the computer 20 is started up, a program depending on the hardware of the computer 20, and the like.

  The HDD 24 stores programs executed by the CPU 21 and data used by the programs. The communication interface 25 sends the data received from the external device via the communication line to the CPU 21 and transmits the data generated by the CPU 21 to the external device via the communication line.

  The CPU 21 controls an output device such as a display and a printer and an input device such as a keyboard and a mouse via the input / output interface 26. The CPU 21 acquires data from the input device via the input / output interface 26. Further, the CPU 21 outputs the generated data to the output device via the input / output interface 26.

  The media interface 27 reads a program or data stored in the storage medium 28 and provides it to the CPU 21 via the RAM 22. The CPU 21 loads the program from the storage medium 28 onto the RAM 22 via the media interface 27 and executes the loaded program. The storage medium 28 is, for example, an optical storage medium such as a DVD (Digital Versatile Disc), a magnetic storage medium, or a semiconductor memory.

  When the computer 20 functions as the information processing apparatus 200 in the present embodiment, the CPU 21 of the computer 20 executes a program loaded on the RAM 22, thereby causing the notification unit 211, the saddle support unit 212, the determination unit 213, and the acquisition unit 214. , The receiving unit 215, the extracting unit 216, the matching unit 217, the display control unit 218, the accounting unit 219, and the management unit 220. Further, the HDD 24 stores data in the account information database 111, the settlement institution information database 112, and the transaction information database 113.

  The sales support program is a file in an installable or executable format on a computer-readable storage medium such as a CD-ROM, CD-R, memory card, DVD (Digital Versatile Disk), or flexible disk (FD). Memorized and provided. The CPU 21 of the computer 20 reads and executes these programs from the above-mentioned storage medium via the media interface 27. However, as another example, these programs may be acquired from an external device via a communication line. Good.

  The management program uses, for example, a script language such as ActionScript, JavaScript (registered trademark), Python, Ruby, or a compiler language such as C language, C ++, C #, Objective-C, Swift, or Java (registered trademark). Can be implemented.

  As described above, according to the information processing apparatus 200 in the present embodiment, it is possible to make a remittance request and a deposit request using the contact information in the address book stored in each terminal of the remittance requester and the recipient. The remittance process can be executed by a simple method without exchanging account information between the remittance and the payee. In addition, since it is possible to make a deposit request and a remittance request in the SNS used by the remittance requester and the recipient, a short message, etc., it is possible to omit the complicated input work associated with the remittance process and to perform the remittance process quickly. it can. Furthermore, since the remittance process can be performed not only by currency but also by electronic information with currency value, the remittance requester and recipient can select payment according to their lifestyle, thus providing a more convenient remittance system. can do.

DESCRIPTION OF SYMBOLS 100 Reception system 200 Server apparatus 210 Control part 211 Notification part 212 Monitoring part 213 Determination part 214 Acquisition part 215 Reception part 216 Extraction part 217 Matching part 218 Display control part 219 Charging part 220 Management part 220 Communication part 230 Storage part 240 Input part 300a Terminal device for person in charge 300b Terminal device for service provider 310 Control unit 311 Notification unit 312 Monitoring unit 313 Determination unit 314 Acquisition unit 320 Communication unit 330 Storage unit 340 Output unit 341 Display output unit 342 Audio output unit 350 Input unit 351 Display input unit 352 Audio input unit 360 Control unit 361 Notification unit 362 Acquisition unit 370 Storage unit 400 Terminal device 410 Control unit 420 Communication unit 430 Storage unit 440 Output unit 441 Display output unit 442 Audio output unit 450 Input unit 451 Display The Power 452 audio input portion 500 network

Claims (9)

A sales support system in which a plurality of terminals and an information processing apparatus that manages customer introduction processing to a service provider are connected via a network,
The information processing apparatus includes:
A visit history including a company name of a company to which a visitor who visited a plurality of persons in charge of a company as a customer candidate, a schedule of a person in charge of the company, and a schedule of a sales person in charge on the service provider side is stored. A storage unit;
An introduction request receiving unit that receives a customer introduction request including summary information summarizing the service content of the service provider and access information to detailed information indicating details of the service content;
When the introduction request is accepted by the introduction request accepting unit, the plurality of companies based on the service contents indicated by the summary information or the detailed information and the company names of the companies to which the visitor included in the visit history belongs An extraction unit that extracts a customer representative who is a sales partner of the service provider from
A transmission unit for transmitting the summary information and the access information to the terminal of the customer representative extracted by the extraction unit;
A request reception unit that receives a request for a business negotiation of a service indicated by the service content when the access information to the detailed information is accessed by the terminal of the customer representative;
When a request for the business negotiation is received by the request reception unit, a schedule of a customer representative who is a transmission source of the request for the business negotiation, and a schedule of the sales representative in charge of sales to the customer representative, A matching unit that matches
A sales support system characterized by comprising: When the access information is accessed by the customer representative, or at least one of the business negotiation appointment is confirmed by the matching of the schedule of the customer representative and the schedule of the sales representative by the matching unit In one case, a billing unit that charges for the introduction of the customer representative to the service provider;
The sales support system according to claim 1, further comprising: The storage unit stores the person in charge profile information in association with the person in charge identification information,
The extraction unit distributes the summary information and the access information based on at least one of the business content indicated by the summary information, the company name of the company to which the visitor belongs in the visit history, and the profile information. To determine the
The sales support system according to claim 1, wherein: When the access information to the detailed information is accessed by the terminal of the customer representative, identification information of a plurality of sales representatives on the service provider side and profile information indicating the characteristics of the sales representative are Display control unit that outputs to the terminal of the customer representative,
Further comprising
The request reception unit receives a selection of identification information of one salesperson from the plurality of salesperson identification information displayed by the display control unit together with the business negotiation request;
The sales support system according to any one of claims 1 to 3. When the access information to the detailed information is accessed by the terminal of the customer representative, identification information of a plurality of sales representatives on the service provider side and profile information indicating the characteristics of the sales representative are Display control unit that outputs to the terminal of the customer representative,
Further comprising
The request accepting unit accepts selection of identification information of a plurality of sales representatives from the plurality of sales representative identification information output by the display control unit, together with the request request,
The matching unit, when the request for business negotiation is received by the request reception unit, based on a predetermined condition, a schedule of a customer representative who is a transmission source of the request for business negotiation, and the customer representative Matching the schedule of the sales representative in charge of the sales negotiation, and sending the date and time of the matched sales negotiation to the terminal of the customer representative and the terminal of the sales representative,
The sales support system according to any one of claims 1 to 3. A receiving unit for receiving a confirmation notice to confirm the business negotiation by the date and time of the business negotiation transmitted from the matching unit from the terminal of the customer representative and the terminal of the sales representative;
When receiving the confirmation notification by the receiving unit, a management unit that inputs the date and time when the business negotiation is confirmed in the schedule information of the customer representative and the schedule information of the sales representative;
The sales support system according to claim 1, further comprising: An information processing apparatus for managing a customer introduction process to a service provider connected to a plurality of terminals via a network,
A visit history including a company name of a company to which a visitor who visited a plurality of persons in charge of a company as a customer candidate, a schedule of a person in charge of the company, and a schedule of a sales person in charge on the service provider side is stored. A storage unit;
An introduction request receiving unit that receives a customer introduction request including summary information summarizing the service content of the service provider and access information to detailed information indicating details of the service content;
When the introduction request is accepted by the introduction request accepting unit, the plurality of companies based on the service contents indicated by the summary information or the detailed information and the company names of the companies to which the visitor included in the visit history belongs An extraction unit that extracts a customer representative who is a sales partner of the service provider from
A transmission unit for transmitting the summary information and the access information to the terminal of the customer representative extracted by the extraction unit;
A request reception unit that receives a request for a business negotiation of a service indicated by the service content when the access information to the detailed information is accessed by the terminal of the customer representative;
When a request for the business negotiation is received by the request reception unit, a schedule of a customer representative who is a transmission source of the request for the business negotiation, and a schedule of the sales representative in charge of sales to the customer representative, A matching unit that matches
An information processing apparatus comprising: A sales support method executed by an information processing apparatus that manages a customer introduction process to a service provider connected to a plurality of terminals via a network,
A storage unit that stores a visit history including a company name of a company to which a visitor who visits a plurality of persons in charge of a company as a customer candidate, a schedule of a person in charge of the company, and a schedule of a sales person in charge on the service provider side A storage step for storing
An introduction request reception step for receiving a customer introduction request including summary information summarizing the service content of the service provider and access information to detailed information indicating details of the service content;
When the introduction request is accepted by the introduction request acceptance step, the plurality of companies based on the service content indicated by the summary information or the detailed information and the company name of the company to which the visitor included in the visit history belongs An extraction step of extracting a customer representative who is a sales partner of the service provider from the representatives of
A transmission step for transmitting the summary information and the access information to the terminal of the customer representative extracted by the extraction step;
A request accepting step of accepting a business negotiation request for a service indicated by the service content when the access information to the detailed information is accessed by the terminal of the customer representative;
When a request for the business negotiation is received by the request reception step, a schedule of a customer representative who is a transmission source of the request for the business negotiation, and a schedule of the sales representative in charge of sales to the customer representative, Matching step to match
The sales support method characterized by including. An information processing device that manages customer referral processing to service providers connected to multiple terminals via a network.
A storage unit that stores a visit history including a company name of a company to which a visitor who visits a plurality of persons in charge of a company as a customer candidate, a schedule of a person in charge of the company, and a schedule of a sales person in charge on the service provider side Memory function to memorize,
An introduction request reception function for receiving a customer introduction request including summary information summarizing the service content of the service provider and access information to detailed information indicating details of the service content;
When the introduction request is accepted by the introduction request acceptance function, the plurality of companies based on the service content indicated by the summary information or the detailed information and the company name of the company to which the visitor included in the visit history belongs An extraction function for extracting a customer representative who is a sales partner of the service provider from
A transmission function for transmitting the summary information and the access information to the terminal of the customer representative extracted by the extraction function;
A request reception function for receiving a request for a business negotiation of a service indicated by the service content when the access information to the detailed information is accessed by the terminal of the customer representative;
When a request for the business negotiation is received by the request reception function, a schedule of a customer representative who is a transmission source of the request for the business negotiation, and a schedule of the sales representative in charge of sales to the customer representative, Matching function to match
A sales support program characterized by realizing

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