JP2020086492A - Business support system, business support method, server apparatus and program - Google Patents

Abstract

To visualize attribute information of a customer and support business activity.SOLUTION: The present invention relates to a business support system including a terminal apparatus 2 of a customer and a server apparatus 1. The terminal apparatus 2 includes a transmission unit that transmits attribute information to the server apparatus, a reception unit that receives a customer code transmitted from the server apparatus, and a display unit that displays the customer code. The server apparatus 1 includes a reception unit that receives the attribute information of the customer, a code generation unit that generate the customer code based on the attribute information, and a transmission unit that transmits the customer code to the terminal apparatus. The customer code is a multi-digit serial code, and each of digit indexes an answer to a different question.SELECTED DRAWING: Figure 1

Description

TECHNICAL FIELD The present invention relates to a technique for accurately performing customer management and supporting sales activities.

Conventionally, for example, in stores such as car dealers, in-store campaigns and the like have been carried out in order to increase the number of visitors. When the customer comes to the store, the customer can receive the crude product related to the campaign by writing the attribute information in a predetermined questionnaire, and the shop side can acquire the attribute information of the customer by the questionnaire.

Such efforts to increase the number of visitors are often dealt directly with by salespersons such as stores, and it is hoped that the workload will be reduced. Various techniques for automating such campaigns and lottery have been proposed.

For example, Patent Document 1 discloses an advertisement support system. In the same technology, the code information generation unit generates a two-dimensional code in which the URL and the customer number described in the direct mail including the lottery information addressed to each customer are encoded. Upon receiving the access request sent from the mobile terminal based on the URL and the customer number obtained by decrypting the two-dimensional code posted in the direct mail, the personal information extraction unit retrieves the customer stored in the storage unit. The personal information of the customer corresponding to the customer number is extracted by referring to the table in which the uniquely identifiable customer number and the personal information of the customer are associated with each other. The privilege information transmission unit transmits the lottery winning result to the mobile terminal according to the personal information extracted by the personal information extraction unit.

JP 2012-64167 A

However, the technique disclosed in Patent Document 1 is focused on automating the lottery, and by visualizing the attribute information of the customer, a person in charge such as a store can instantly grasp the attribute of the customer. There was no disclosure or suggestion of a device to do so.

The present invention has been made in view of such a problem, and an object of the present invention is to visualize attribute information of a customer and support business activities.

In order to solve the above problems, a server device according to an aspect of the present invention includes a reception unit that receives customer attribute information, and a code generation unit that generates a customer code based on the attribute information. The code is a multi-digit serial code, and each digit indicates an answer to a question that is different.

A sales support system according to another aspect of the present invention is a sales support system including a customer terminal device and a server device, wherein the terminal device includes a transmission unit that transmits attribute information to the server device, and the server. The server device includes a receiving unit that receives a customer code sent from the device, and a display unit that displays the customer code. The server device receives a customer attribute information, and generates a customer code based on the attribute information. And a transmitter for transmitting the customer code to the terminal device. The customer code is a serial code having a plurality of digits, and each digit indicates an answer to a question that is different.

A program according to another aspect of the present invention causes a computer to function as a reception unit that receives attribute information of a customer and a code generation unit that generates a customer code based on the attribute information, and the customer code has a plurality of digits. It is a serial code, where each digit measures the answer to a different question.

A sales support method according to another aspect of the present invention is a method by a sales support system including a customer terminal device and a server device, wherein the terminal device transmits attribute information to the server device, A server device accepting customer attribute information; a step in which the server device generates a customer code based on the attribute information; a step in which the server device transmits the customer code to the terminal device; The terminal device has a step of receiving a customer code sent from the server device, and the terminal device has a step of displaying the customer code, the customer code is a serial code of a plurality of digits, Each digit measures the answer to a different question.

According to the present invention, it is possible to provide technology for visualizing customer attribute information and supporting business activities.

It is a block diagram of the sales support system which concerns on one Embodiment of this invention. It is a block diagram of the server apparatus in the same system. It is a figure explaining a customer code. It is a block diagram of the terminal device in the same system. It is a flow chart which shows the 1st processing procedure by the system. It is a flow chart which shows the 2nd processing procedure by the system. It is a flow chart which shows the 3rd processing procedure by a server device. It is a figure which shows the structural example of the input screen by the terminal device of a company side.

An embodiment of the present invention will be described below with reference to the drawings.

FIG. 1 shows and describes the configuration of a sales support system according to an embodiment of the present invention.

As shown in the figure, the sales support system includes a server device 1 and a customer terminal device 2. Further, the sales support system may include the terminal device 3 of the sales support destination. The server device 1, the customer's terminal device 2 and the sales support destination terminal device 3 are wirelessly or wired connected via a communication network 4 such as the Internet.

In such a configuration, the customer terminal device 2 accesses the website provided by the server device 1 to perform user registration. At this time, the terminal device 2 receives the operation input of the attribute information and transmits the attribute information to the server device 1. The server device 1 receives the attribute information of this customer and generates a customer code based on the attribute information. This customer code is a multi-digit serial code, and each digit indicates an answer to a different question. The server device 1 transmits this customer code to the customer terminal device 2. When the customer terminal device 2 receives this customer code, it displays it.

For example, when the sales support destination is a car dealer, the different questions are the manufacturer of the car currently on board, the type of car, the purchase time of the car, the next vehicle inspection time, and the family structure. The sales person at the sales support person knows what question each digit of the customer code is answered, so the customer at the sales support person only needs to show the customer code displayed on the screen. Thus, it is possible to instantly know when to replace a car. The server device 1 further performs a lottery based on the customer code, and sends the result to the customer's terminal device 2. If the result of the lottery is that the prize is handed over to the visitors, the number of visitors can be increased. Sales can also be supported by such efforts.

FIG. 2 shows the configuration of the server device in the sales support system according to the embodiment of the present invention, which will be described.

As shown in the figure, the server device 1 includes a control unit 11 that controls the entire system. The control unit 11 is connected to the communication unit 12 and the storage unit 13. The control unit 11 includes a CPU (Central Processing Unit), an MPU (Micro Processing Unit), and the like. The communication unit 12 is a communication interface for communicating with the customer's terminal device 2 or the like via the communication network 4. The storage unit 13 includes a RAM (Random Access Memory), a ROM (Read Only Memory), a hard disk drive, and the like, and stores a program executed by the control unit 11. The storage unit 11 also includes a user information storage unit 14 and an evaluation rule storage unit 15.

More specifically, the user information storage unit 14 stores the customer name, address, telephone number, e-mail address, age, gender, and questionnaire response information in association with the customer ID. For example, when the sales support destination is an automobile dealer, the questionnaire response is each response to the manufacturer of the vehicle currently on board, the vehicle type, the purchase time of the vehicle, the next vehicle inspection time, the family structure, and the like. The evaluation rule storage unit 15 stores question items assigned to each digit of the customer code and evaluation points given to answers to each question.

In such a configuration, the control unit 11 functions as the reception unit 11a, the registration unit 11b, the code generation unit 11c, the lottery unit 11d, and the transmission unit 11d by reading and executing the program of the storage unit 13.

The reception unit 11a receives customer attribute information. The registration unit 11b registers the customer attribute information in the user information storage unit 14. At this time, a customer ID is issued to the new customer, and the attribute information is stored in association with the customer ID. The code generation unit 11c generates a customer code based on the customer attribute information.

Here, the structure of the generated customer code is as shown in FIG.

Here, it is assumed that the sales support destination is a car dealer. Each digit of the serial code, which is the customer code, corresponds to the answer to the questionnaire item set in advance by the sales support destination. In the example of FIG. 3, the first digit is the current car, the second digit is the vehicle type, the third digit is the purchase time, the fourth digit is the next vehicle inspection time, the fifth digit is the family structure, and the sixth digit is the evaluation score. , Respectively. The answer to each question will form the value for each digit.

Returning to FIG. 2, the lottery section 11d executes a lottery related to a campaign or the like based on the customer code. For example, the lottery section 11d performs the lottery based on the total points of the values obtained by adding up the respective evaluation points set by the question side (sales support) to the value of each digit of the customer code. The transmitter 11d transmits the customer code, the lottery result, and the like to the customer's terminal device 2.

FIG. 4 shows and describes the configuration of the terminal device in the sales support system according to the embodiment of the present invention.

As shown in the figure, the terminal device 2 (3) includes a control unit 21, which controls the overall control, a communication unit 22, an imaging unit 23, an operation unit 24, a display unit 25, and a storage unit 26. have. The control unit 21 is connected to the communication unit 22, the image pickup unit 23, the operation unit 24, the display unit 25, and the storage unit 26.

The control unit 21 is composed of a CPU and an MPU. The communication unit 22 is a communication interface for wirelessly or wiredly communicating with the server device 1 and the like via the communication network 4 such as the Internet. The imaging unit 23 images a two-dimensional code such as a QR code (registered trademark). The operation unit 24 is an operation device such as a mouse and a keyboard. The display unit 25 is a display device such as a liquid crystal display. The operation unit 24 and the display unit 25 may be integrally configured as a touch panel. The storage unit 26 includes a memory such as a RAM and a ROM, a hard disk drive, and the like, and stores a program executed by the control unit 21 in advance.

In such a configuration, the control unit 21 functions as the transmission unit 21a, the reception unit 21b, the processing unit 21c, and the display control unit 21d by reading and executing the program of the storage unit 26. The transmission unit 21 a transmits the customer attribute information and the like to the server device 1 via the communication unit 22. The receiver 21b receives the customer code and the like sent from the server device 1. The processing unit 21c analyzes and processes the two-dimensional code obtained by the image pickup by the image pickup unit 23. Then, the display control unit 21d controls the display unit 25 to perform display based on the display data and the like received by the receiving unit 21a.

Hereinafter, the first processing procedure by the sales support system according to the embodiment of the present invention will be described in detail with reference to the flowchart of FIG. Here, a flow of a series of processing from user registration of a customer to issuance and display of a customer code will be described.

When the customer goes to the store, the image capturing unit 23 captures an image of the QR code (registered trademark) introduced at the store. Then, the processing unit 21c processes the code information, identifies the URL, the transmission unit 21a makes an access request to the server device 1, receives the content, and browses the website (S1). Then, user registration is performed (S2). Specifically, the attribute information is input by operating the operation unit 24 for each item on the input screen displayed on the display unit 25. In the terminal device 2, the transmission unit 21a transmits this attribute information to the server device 1 (S3).

In the server device 1, the accepting unit 11a accepts this customer attribute information, and the registering unit 11b registers it in the user information storage unit 14 of the storage unit 13 (S4). At this time, a customer ID is newly issued for the new customer, and the attribute information is stored in association with the customer ID. Then, the code generation unit 11c generates a customer code based on the customer information (S5). This customer code is a multi-digit serial code, and each digit indicates an answer to a different question. The server device 1 stores this customer code in the user information storage unit 14 of the storage unit 13 (S6) and transmits it to the customer's terminal device 2 (S7).

In the customer's terminal device 2, the receiving unit 21b receives this customer code (S8), and displays the customer code on the display unit 25 under the control of the display control unit 21d (S9). Since the sales staff at the sales support destination knows the rule of the customer code in advance, when the customer shows the customer code displayed on the screen to the sales staff, the sales staff instantly grasps the customer's situation. For example, if the sales support destination is a car dealer, it is possible to instantly grasp the current car, car type, purchase time, next vehicle inspection time, family structure, etc. As a result, we can expect an improvement in the closing rate.

Next, the second processing procedure by the sales support system according to the embodiment of the present invention will be described in detail with reference to the flowchart in FIG. Here, a flow of a series of processes for the customer to confirm the customer code in My Page will be described.

The terminal device 2 accesses the website provided by the sales support destination to browse the content (S11), and the customer requests the login of his own my page (S12). In the server device 1, the receiving unit 11a receives the request, and the registration unit 11b extracts the customer code of the customer from the user information storage unit 14 of the storage unit 13 (S14). Then, in the server device 1, the transmission unit 11d transmits the screen data including the customer code as the display content to the terminal device 2 via the communication unit 12 in the HTML format or the like (S15).

In the terminal device 2, when the receiving unit 21b receives this screen data (S16), an image including the customer code is displayed on the display unit 25 under the control of the display control unit 21d (S17). Therefore, similarly to the process of FIG. 5 described above, by presenting the customer code at the sales support destination, it becomes possible to participate in the storefront campaign or the like.

Next, the third processing procedure by the server device in the sales support system according to the embodiment of the present invention will be described in detail with reference to the flowchart in FIG. 7. Here, a flow of a series of processes regarding the lottery based on the instruction of the sales support destination will be described.

When the receiving unit 11a receives a lottery instruction from the terminal device 3 of the sales support destination (S21), the lottery unit 11d performs the lottery based on the customer code of the customer who is related to the sales support destination (S22). For example, the lottery section 11d performs the lottery based on the total points of the values obtained by adding up the respective evaluation points set by the question side (sales support) to the value of each digit of the customer code. Then, the transmission unit 11d transmits the customer code, the lottery result, and the like to the customer's terminal device 2 (S23).

FIG. 8 shows a configuration example of the input screen by the terminal device on the company side and will be described.

The evaluation rule related to the lottery by the lottery unit 11d is stored in the evaluation rule storage unit 15 of the storage unit 13. The lottery section 11d performs a lottery based on the evaluation rule of the evaluation rule storage section 15. The question assigned to each digit of the customer code, the number of answers, and the evaluation score for each answer can be set on the terminal device 3 of the sales support destination on the screen as shown in FIG. 8, for example. ing. Therefore, the sales support destination can carry out the lottery in a form that leads to more sales promotion by setting a high evaluation score for the answer to the question that the company attaches importance to.

As described above, according to the sales support system, the sales support method, the server device, and the program according to the embodiment of the present invention, the customer who has performed the user registration displays the customer code on the terminal device 2, and the sales support destination. Since it is possible to participate in the over-the-counter campaign just by presenting it at the store etc., it can be expected that the number of visitors will increase. At this time, the salesperson knows what question each digit of the customer code corresponds to, so by looking at the customer code, the salesperson can instantly understand the customer's situation and It becomes possible to carry out sales activities. Further, the sales support destination can set an evaluation score for each question and answer, and further for each answer, and when the server device 1 side is instructed to perform a lottery based on the evaluation rule at a necessary timing, the server device 1 will provide the customer. Since the lottery results are automatically notified, it is possible to receive support that encourages visitors to come to the venue at the necessary timing.

Although one embodiment of the present invention has been described above, it is needless to say that the present invention is not limited to this and various modifications and changes can be made without departing from the spirit of the present invention.

For example, in the above-described embodiment, the sales support for automobile dealers has been described as an example, but the use is not limited to that, and it is possible to provide sales support for various industries and business types. is there. In this case, the question items associated with each digit of the customer code can be set freely according to the type of business and business category.

DESCRIPTION OF SYMBOLS 1... Server device, 2... Terminal device, 3... Terminal device, 4... Communication network, 11... Control part, 11a... Reception part, 11b... Registration part, 11c... Code generation part, 11d... Lottery part, 11e... Transmission part , 12... communication unit, 13... storage unit, 14... user information storage unit, 15... evaluation rule storage unit, 21... control unit, 21a... transmission unit, 21b... receiving unit, 21c... processing unit, 21d... display control unit , 22... communication unit, 23... imaging unit, 24... operation unit, 25... display unit, 26... storage unit.

Claims (12)

A reception unit that receives customer attribute information,
A code generation unit that generates a customer code based on the attribute information,
The customer code is a multi-digit serial code, and each digit is a server device that indicates an answer to a question that is different. The server device according to claim 1, wherein the different question is at least one of a maker of a vehicle currently on board, a vehicle type, a purchase time of the vehicle, a next vehicle inspection time, and a family structure. Further comprising a lottery section for performing a lottery based on the customer code,
The server device according to claim 1 or 2, wherein the lottery section performs a lottery based on a total score of values obtained by accumulating each evaluation score set by the question side on each digit value of the customer code. A sales support system comprising a customer's terminal device and a server device,
The terminal device,
A transmission unit for transmitting attribute information to the server device,
A receiving unit for receiving a customer code sent from the server device,
A display unit for displaying the customer code,
The server device is
A reception unit that receives customer attribute information,
A code generator that generates a customer code based on the attribute information,
A transmitter for transmitting the customer code to the terminal device,
The customer code is a multi-digit serial code, and each digit is a server device that indicates an answer to a question that is different. The server device according to claim 4, wherein the different question is at least one of a maker of a car currently on board, a car model, a car purchase time, a next vehicle inspection time, and a family structure. The server device further includes a lottery unit that performs a lottery based on the customer code,
The server device according to claim 4 or 5, wherein the lottery section performs the lottery based on a total score of values obtained by accumulating each evaluation score set by the question side on each digit value of the customer code. Computer,
A reception unit that receives customer attribute information,
A code generation unit that generates a customer code based on the attribute information, and functions as a code generation unit.
The customer code is a multi-digit serial code, and each digit is a program for indicating answers to questions that are different. The server device according to claim 7, wherein the different question is at least one of a maker of a car currently onboard, a car type, a purchase time of the car, a next vehicle inspection time, and a family structure. Causing the computer to function also as a lottery unit that performs a lottery based on the customer code,
The program according to claim 7 or claim 82, wherein the lottery section performs the lottery based on a total score of values obtained by accumulating each evaluation score set by the question side on each digit value of the customer code. A method using a sales support system comprising a customer terminal device and a server device,
The terminal device transmitting attribute information to the server device;
A step in which the server device receives customer attribute information;
The server device generating a customer code based on the attribute information;
The server device transmitting the customer code to the terminal device;
The terminal device receiving a customer code sent from the server device;
The terminal device displaying the customer code,
The customer code is a multi-digit serial code, and each digit is a sales support method for indicating an answer to a question different from each other, 11. The business support method according to claim 10, wherein the different question is at least one of a manufacturer of a car currently on board, a car model, a purchase time of the car, a next vehicle inspection time, and a family structure. The server device further includes a step of performing a lottery based on the customer code,
The said lottery part performs a lottery based on the total score of the value which added each evaluation score which the question side set to the value of each digit of the said customer code, The business support method of Claim 10 or Claim 11.