JP2023043401A - Route sales support system - Google Patents

Abstract

To provide an evaluation system that can improve the efficiency of sales activities involving route patrol for collection and delivery of dental laboratory products, and can appropriately evaluate the performance of sales persons and motivate them to work with a high added value.SOLUTION: A route sales support system 1 comprises: a patrol destination acquisition unit that acquires a plurality of patrol destinations; a patrol route creation unit that creates a patrol route by assigning patrol order to the patrol destinations; a map display unit that plots the patrol destinations included in the patrol route on a map and displays at least the status of a next one of the patrol destinations; a position detection unit that detects locations of sales persons who perform route delivery; and a daily report record unit that, based on the detected locations, determines visited locations and visit time of the sales persons, determines business performed by the sales persons based on the visited location and the visit time, and displays on the map a notice that prompts each sales person to input a daily report related to the business.SELECTED DRAWING: Figure 1

Description

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a route sales support system, and more particularly to a technique for streamlining sales activities involving route rounds for collecting and delivering dental products.

When a dental clinic places an order for a dental laboratory product, a sales representative of the dental laboratory usually visits the dental clinic and receives the instruction sheet and the gypsum model (recovery). Also, the sales representative of the dental laboratory visits the dental clinic and hands over the completed dental laboratory product (delivery).

Conventionally, sales representatives of dental laboratories regularly visit all dental clinics under their charge to check whether or not there are collections. This is because the presence or absence of collection cannot be confirmed in advance. However, the visit is useless if there is no delivery or collection. Therefore, it seems possible to check in advance whether or not there will be collections and deliveries and create a patrol route for the day each time, but this is a heavy burden and it is not possible to respond to sudden orders in real time.

Further, if the sales representative conducts business negotiations with the dentist at the place of visit, expansion of business opportunities can be expected. However, whether or not to carry out such aggressive sales activities is up to the sales person, and there are individual variations. By visualizing such variations, we hope to raise awareness.

In addition, the salesperson is supposed to enter a daily report after carrying out sales activities such as collection, delivery, and business negotiations. Typically, a daily report is entered at an office or the like after all visits for the day are completed. There is room for improvement in terms of the size of the burden and the freshness of the information.

As a related technique, Patent Literature 1 discloses a system for an administrator to allocate collection requests to collection members in real time. However, no specific user interface or the like is disclosed as to how the allocation is communicated to the collector (equivalent to the sales representative of the dental laboratory). In addition, it does not have a function to support a series of sales activities linked to route patrols, such as business negotiations and daily report creation.

Patent Document 2 discloses that a portable terminal possessed by a user who goes out for work acquires location data at predetermined time intervals, that the host determines the user's staying place based on this location data, and that the user returns to the office. It is described that the user uses the mobile terminal or the like to create a daily report on the work performed at the staying place. However, the route patrol work and the daily report creation work are separated in terms of time and interface, and there is room for improvement in terms of convenience.

JP 2020-52733 A JP-A-10-260994

The present invention has been made to solve such problems, and provides a route sales support system that streamlines sales activities involving route rounds for collection and delivery of dental products.

In addition, the present invention provides an evaluation system capable of appropriately evaluating the work performance of a salesperson and motivating them to work with high added value.

A route sales support system according to an embodiment of the present invention includes: a tour destination acquisition unit that acquires a plurality of tour destinations; a tour route creation unit that creates a tour route by assigning a tour order to the tour destinations; A map display unit that plots the destinations included in the patrol route on a map and displays at least the status of the next destination, a position detection unit that detects the position of a salesperson who performs route delivery, and the position based on the said salesperson's residence location and residence time, determine the business performed by said salesperson based on said residence location and said residence time, and issue a notice prompting him to enter a daily report on said business Includes a daily report recording section that displays on the map.
The route sales support system according to one embodiment of the present invention further includes a database that associates the work performed by the salesperson with the value of the work, and the daily report recording unit stores the Determining the staying place and staying time of the salesperson, determining the work performed by the salesperson based on the staying place and the staying time, and evaluating the value of the work based on the database.
A route sales support system according to an embodiment of the present invention includes a visit destination assigning unit that changes the status of the visit destination, and a visit destination notification unit that notifies the sales staff terminal of the change in the status. further comprising an administrator server, wherein the map display unit displays a notification when the status of the patrol destination is changed, receives an answer regarding whether or not the status change can be handled, and transmits the answer to the administrator server. to notify.
A salesperson terminal according to an embodiment of the present invention includes a tour destination acquisition unit that acquires a plurality of tour destinations, a tour route creation unit that assigns a tour order to the tour destinations and creates a tour route, A map display unit that plots the destinations included in the patrol route on a map and displays at least the status of the next destination, a position detection unit that detects the position of a salesperson who performs route delivery, and the position based on the said salesperson's residence location and residence time, determine the business performed by said salesperson based on said residence location and said residence time, and issue a notice prompting him to enter a daily report on said business Includes a daily report recording section that displays on the map.
A route sales support method according to an embodiment of the present invention includes a tour destination acquisition step of acquiring a plurality of tour destinations, a tour route creation step of creating a tour route by assigning a tour order to the tour destinations, and a map display step of plotting the patrol destinations included in the patrol route on a map and displaying at least the status of the next patrol destination; a position detection step of detecting the position of a salesperson who performs route delivery; based on the said salesperson's residence location and residence time, determine the business performed by said salesperson based on said residence location and said residence time, and issue a notice prompting him to enter a daily report on said business Includes a daily report recording step for displaying on a map.
A program according to an embodiment of the present invention causes a computer to execute the above method.

INDUSTRIAL APPLICABILITY According to the present invention, it is possible to provide a route sales support system that streamlines sales activities involving route patrols for collection and delivery of dental technical products.

In addition, it is possible to provide an evaluation system that can appropriately evaluate the performance of the salesperson and motivate them to work with high added value.

2 is a block diagram showing the hardware configuration of the route sales support system 1; FIG. 2 is a block diagram showing a functional configuration of an instruction issuing system 10; FIG. 3 is a block diagram showing the functional configuration of an administrator server 20; FIG. 3 is a block diagram showing a functional configuration of a salesperson terminal 30; FIG. It is an example of a delivery tag. It is an example of a user interface for accepting input of identification information of an instruction sheet. It is an example of a user interface for printing a delivery tag. It is an example of a screen displayed by the tour destination allocation unit 203 . It is an example of a screen displayed by the patrol status display unit 207 . It is an example of a screen displayed by the performance display unit 209 . It is an example of a screen displayed by the performance display unit 209 . It is an example of a screen displayed by the performance display unit 209 . It is an example of a screen displayed by the patrol route creation unit 302 . It is an example of a screen displayed by the patrol route creation unit 302 . It is an example of a screen displayed by the patrol route creation unit 302 . It is an example of a screen displayed by the patrol route creation unit 302 . It is an example of a screen displayed by the patrol route creation unit 302 . It is an example of a screen displayed by the map display unit 303 . It is an example of a screen displayed by the map display unit 303 . It is an example of a screen displayed by the map display unit 303 . It is an example of a screen displayed by the map display unit 303 . It is an example of a screen displayed by the daily report recording unit 307 . It is an example of a screen displayed by the daily report recording unit 307 . It is an example of a screen displayed by the daily report recording unit 307 . It is an example of a screen displayed by the daily report recording unit 307 . It is an example of a screen displayed by the daily report recording unit 307 . It is an example of a screen displayed by the daily report recording unit 307 . It is an example of a screen displayed by the daily report recording unit 307 . It is an example of a screen displayed by a performance display unit 309 . It is an example of a screen displayed by a performance display unit 309 . It is an example of a screen displayed by a performance display unit 309 . It is an example of a screen displayed by a performance display unit 309 . It is an example of a screen displayed by a performance display unit 309 .

A hardware configuration of a route sales support system 1 according to an embodiment of the present invention will be described using the block diagram of FIG. The route sales support system 1 includes an instruction issuing system 10 , an administrator server 20 and a salesperson terminal 30 . The instruction form issuing system 10 and the administrator server 20, and the administrator server 20 and the salesperson terminal 30 are communicably connected via a communication network such as the Internet.

The instruction issuing system 10 is a computer system for placing an order for the production of a dental laboratory product from a dental clinic to a dental laboratory. The instruction issuing system 10 is configured by, for example, a server computer or a personal computer. In this computer, a processor executes a program stored in a memory to realize predetermined processing. A general functional configuration of the instruction issuing system 10 is known, and is disclosed, for example, in Japanese Unexamined Patent Application Publication No. 2018-124868 and Japanese Unexamined Patent Application Publication No. 2018-124872.

The administrator server 20 is an information processing device that provides functions for administrators. The administrator server 20 is configured by, for example, a server computer or a personal computer. In this computer, a processor executes a program stored in a memory to realize predetermined processing.

The salesperson terminal 30 is an information processing device possessed by a salesperson. The salesperson terminal 30 is configured by a mobile device such as a smart phone or a tablet, for example. In this computer, a processor executes a program stored in a memory to realize predetermined processing.

The instruction issuing system 10, the administrator server 20, and the salesperson terminal 30 may be realized by an application program running on a single information processing device, or an application program running on a plurality of information processing devices. It may be realized by cooperating. For example, combining a tablet computer running an application program that is mainly responsible for processing related to viewing and inputting information and a cloud computing environment running an application program that is mainly responsible for processing and storing information. Thus, the written instruction issuing system 10 may be configured.

A functional configuration of the route sales support system 1 according to the embodiment of the present invention will be described with reference to block diagrams of FIGS. 2 to 4. FIG.

FIG. 2 is a block diagram showing the functional configuration of the instruction letter issuing system 10. As shown in FIG. The instruction sheet issuing system 10 includes an instruction sheet/statement of delivery storage unit 101 , a statement of delivery creation unit 103 , and a notification unit 105 .

The instruction sheet/delivery statement storage unit 101 is an instruction sheet created from the dental clinic to the dental laboratory when placing an order for the dental laboratory product, and from the dental laboratory to the dental clinic when the dental laboratory product is delivered. This is a database that stores delivery notes. The instruction shall include the identification information of the ordering party (dental clinic) and the ordering party (dental laboratory), the contents of the order (including specifications of the dental laboratory product, patient name, set date, i.e. delivery deadline), and the identification information of the instruction. include. The delivery note includes identification information of the delivery party (dental laboratory) and delivery destination (dental clinic), delivery details (various information on the completed dental laboratory product, including delivery date), and identification information of the delivery note.

The statement of delivery creating unit 103 is a processing unit for creating a statement of delivery when the dental laboratory completes the delivery. The statement of delivery creation unit 103 first receives input of identification information of an instruction sheet corresponding to the delivery item. For example, using a barcode reader (not shown), the identification information is obtained by reading a barcode in which the identification information of the instruction sheet is encoded from the printed instruction sheet. Since the method for creating the printed instruction sheet is well known, the description thereof is omitted. Next, the statement of delivery creating unit 103 acquires the statement of instruction from the statement of order/statement of delivery storage unit 101 based on the identification number of the acquired statement of order. Further, the instruction sheet/statement of delivery storage unit 101 receives an input of a delivery date. It is not possible to enter a date later than the set date as the delivery date. After that, the instruction/delivery statement storage unit 101 stores information such as the delivery person (the orderer described in the instruction), the delivery destination (the orderer described in the instruction), the delivery date, and the identification number of the delivery statement. It is stored as delivery information in the instruction/delivery statement storage unit 101 . In addition, the instruction sheet/statement of delivery storage unit 101 prints the delivery tag using a printer (not shown). The delivery tag includes the delivery date, delivery person, delivery destination, and other information (patient name, setting date, etc. described in the instruction sheet).

FIG. 5 is an example of a delivery tag. FIG. 6 is an example of a user interface for accepting input of identification information of an instruction sheet. If a barcode reader is connected to the instruction issuing system 10, the instruction is acquired based on the identification information of the instruction read by the reader, and the acquired instruction is displayed in a list. In this example, an input box is also provided for the user to manually enter identification information for the instruction sheet. FIG. 7 is an example of a user interface for printing delivery tags. In this example, a list of delivery destinations for which delivery notes have been created is displayed. The user can select a delivery destination for delivery on that day from this list and print the statement of delivery.

The notification unit 105 transmits a notification to the administrator server 20 when the above-described instruction sheet or statement of delivery is newly created or updated.

FIG. 3 is a block diagram showing the functional configuration of the administrator server 20. As shown in FIG. The administrator server 20 has an instruction book acquisition unit 201 , a visit allocation unit 203 , a visit destination notification unit 205 , a visit status display unit 207 , a result display unit 209 , and a result storage unit 211 .

The instruction sheet acquisition unit 201 receives the notification from the notification unit 105 and acquires the newly created or updated instruction sheet or statement of delivery from the instruction sheet/statement of delivery storage unit 101 .

The visiting allocation unit 203 treats the dental clinic that has placed the order and the dental clinic to which delivery is to be made from now on as visiting destinations. For example, based on the instruction and delivery slip acquired by the instruction acquisition unit 201, the dental clinic that is the orderer in the newly created instruction, and the delivery slip has been created or the delivery tag has been printed. The dental clinic of the delivery destination is set as a patrol destination. Alternatively, among these, only the orderer or the delivery destination to be patrolled on that day (or any day) may be set as the patrolling destination. The dental laboratory manager allocates (assigns) these visits to one or more sales representatives. Allocation may be performed based on arbitrary instructions of the administrator, or may be performed according to a predetermined algorithm. Additions, updates, and deletions of visit assignments to sales representatives can be made at any time.

It is preferable that the visit allocation unit 203 assigns a status (such as a tag such as "collected" or "delivered") to the visit to distinguish between ordering and delivery. The sales representative collects supplies (such as dental models taken from patients) necessary for the production of dental laboratory products at the visiting destinations with the "collected" tag attached, and the "delivered" tag is attached. Delivered items are handed over at the destination.

If the salesperson cannot visit the assigned visitor, he or she can notify the administrator server 20 to that effect. At this time, the visit destination allocation unit 203 can allocate the visit destination to another salesperson during the current day or to the same salesperson on another day.

FIG. 8 is an example of a screen displayed by the visiting destination allocation unit 203 when receiving a notice from the initially assigned salesperson that the visiting destination cannot be visited. On this screen, the visit destination allocation unit 203 can allocate the visit destination to another salesperson as a visit destination during the current day. In this case, the designation of another sales representative is accepted in response to pressing of the "today's response" button by the administrator. Alternatively, the visit allocation unit 203 can allocate the visit destination to the same salesperson as the visit destination on another day. In this case, reassignment is automatically performed in response to pressing of the "next day correspondence" button.

When a visit destination assigned to a salesperson is added, updated, deleted, or changed in status, the visit destination notification unit 205 notifies the salesperson's terminal 30 of the visit destination.

The patrol status display section 207 displays the progress status of the patrol by the salesperson. The display content may be updated substantially in real time, that is, at extremely short time intervals, or may be updated at preset intervals (for example, every 5 minutes or 10 minutes). Alternatively, it may be updated each time by an administrator's manual operation. The salesperson terminal 30 has a function of measuring the position (coordinates) of its own machine and transmitting the identification information of its own machine or the salesperson and the coordinates of its own machine to the administrator server 20 at any time. Acquisition of location information from the salesperson terminal 30 may also be performed substantially in real time, that is, at extremely short time intervals, or may be performed at preset intervals (for example, every 5 minutes or 10 minutes). good. The patrol status display unit 207 plots the received coordinates on the map (for example, displays an icon at the coordinates). At the same time, a patrol route (described later) of the salesperson designated by the administrator (for example, selecting an icon) may be displayed.

FIG. 9 shows an example of a screen displayed by the patrol status display unit 207. As shown in FIG. In this example, the current locations of several sales representatives are indicated on a map by car icons (on the right side of the screen). A pin icon is displayed at the patrol destination. When a car icon is selected by the manager, the patrol status display unit 207 displays the patrol route of the salesperson corresponding to the icon on the day (on the left side of the screen).

The performance display unit 209 acquires and aggregates the delivery collection performance entered by each salesperson within a predetermined period (for example, daily, monthly, yearly, etc.) and the records entered in the daily report from the performance storage unit 211, Display the total results on the screen.

10A to 10C are examples of screens displayed by the performance display unit 209. FIG. In this example, the number of sales, the number of deliveries, business hours, break times, office hours, and travel times for each salesperson are aggregated by day (FIG. 10A), month (FIG. 10B), and year (FIG. 10C). , are displayed in tabular form. These actual values are obtained by summing up the contents input by the sales person using the daily report recording unit 307, which will be described later.

The track record storage unit 211 is a database that accumulates the track record of delivery collection entered by the sales person, records entered in daily reports, and the like.

FIG. 4 is a block diagram showing the functional configuration of the salesperson terminal 30. As shown in FIG. The salesperson terminal 30 has a visit destination acquisition unit 301 , a tour route creation unit 302 , a map display unit 303 , a position detection unit 305 , a daily report recording unit 307 , and a performance display unit 309 .

When a visit destination assigned to a salesperson using this terminal 30 is added, updated, deleted, or changed in status, the visit destination acquisition unit 301 notifies the visit destination notification unit 205 of the visit destination. Get from

The tour route creation unit 302 orders the tour destinations acquired by the tour destination acquisition unit 301, groups them, and creates a tour route. A patrol route may be created based on an arbitrary instruction from a salesperson or by a predetermined algorithm. It is possible to add, delete, and change the order of visit destinations for the patrol route at any time. Also, multiple patrol routes can be created.

11A to 11E are examples of screens displayed by the tour route creation unit 302. FIG. In this example, when the + button is pressed on the first screen (FIG. 11A), the tour route creation unit 302 displays the list screen (FIG. 11E) or map screen (FIG. 11C) to accept the selection of the tour destination. The list screen (FIG. 11E) displays a list of names of tour destinations, and the map screen (FIG. 11C) displays icons indicating the positions of the tour destinations. The tour destination selected here is added to the tour route. The tour route creating unit 302 displays the positions of the tour destinations added to the tour route as icons on the map at the top of the screen shown in FIG. 11B. At the bottom of the screen shown in FIG. 11B, tiles displaying the names of tour destinations are arranged and displayed in order of visit. Salespeople can freely customize the order of visits by rearranging these tiles. The newly added tour destination is added to the end of the tour route by default. A tour route can be named and saved (FIG. 11D).

A map display unit 303 plots (for example, displays an icon such as a pin) the positions and statuses of tour destinations included in the tour route on a map. In addition, the information about the tour destination is displayed together with the map (for example, in the form of a banner or the like).

12A to 12C are examples of screens displayed by the map display unit 303. FIG. FIG. 12A is the initial screen. When "select route in charge" is pressed here, the map display unit 303 displays the screen of FIG. 12B. A list of saved patrol routes is displayed on the screen of FIG. 12B. When the salesperson selects a tour route from the list, the map display section 303 displays the screen of FIG. 12C. On the screen of FIG. 12C, the positions of the tour destinations included in the tour route are plotted on the map (pin icons are displayed). Here, the pins are color-coded according to the status of the visited destination, the number of visits so far, and the like. Alternatively, a number indicating the number of visits or the like may be displayed on the pin. The number of visits can be obtained from the daily report recording unit 307 (described later).

Also, a banner is displayed superimposed on the map on the screen of FIG. 12C. When an addition, update, deletion, status change, or the like of a visit destination occurs, the map display unit 303 displays these banners, and can notify the sales person in charge of the visit of a summary of the information in real time. can. When the salesperson selects a banner, the map display section 303 can display details of that information.

For example, when a new visit destination is assigned by the manager while the salesperson is on patrol, the map display unit 303 displays "There is a collection notification..." as shown in FIG. 12C. display a banner. Here, when the salesperson presses the "Confirm" button on the banner, the map display unit 303 displays the detailed screen shown in FIG. Here, the salesperson can select whether to visit the visiting destination on the same day or tomorrow. The selection result is notified to the administrator server 20 . If the visitor decides to visit on the same day, the map display unit 303 adds a pin indicating the position of the new visited destination on the map.

The position detection unit 305 measures the current position (coordinates) of the salesperson terminal 30 . Since the positioning function of the current position is well known, detailed description is omitted, but typically a satellite positioning system such as GPS (Global Positioning System) can be used. The position detection unit 305 also has a function of transmitting the measured coordinates and the salesperson terminal 30 or the identification information of the salesperson to the administrator server 20 at any time. The transmission of the location information from the location detection unit 305 to the administrator server 20 may be performed substantially in real time, that is, at extremely short time intervals, and may be performed at preset intervals (for example, every 5 minutes or 10 minutes). May be.

The daily report recording unit 307 acquires coordinates measured by the position detection unit 305 at any time, and determines whether or not the salesperson has stayed at the same place for a predetermined period of time. Also, according to the determined staying time and staying place, the business content of the salesperson during that time period is estimated. An example of the estimation method is shown below.

When the salesperson terminal 30 stays for a predetermined period of time (for example, 5 minutes or more and less than 30 minutes) (for example, the change in location information remains within a radius of 30 m), the daily report recording unit 307 determined to have been implemented. In this case, the daily report recording unit 307 displays a screen for reporting the delivery collection status. On this screen, the salesperson can input information such as visit destinations, whether or not delivery or collection is to be performed, and items to be transferred. When inputting the visit destination, the daily report recording unit 307 may present a list of visit destinations near the staying place, etc., and allow the salesperson to select the corresponding visit destination. Alternatively, if the distance between a certain visit destination and the staying place is within a predetermined threshold value (for example, 30 m), the visit destination may be automatically identified as the visit destination of the salesperson. The entered information is transmitted to and stored in the performance storage unit 211 of the administrator server 20 .

On the other hand, when the salesperson terminal 30 stays longer than the predetermined time (for example, for 30 minutes or more) (for example, the change in the location information remains within a radius of 30 m), the daily report recording unit 307 Determining that any activity of sales activities, breaks, or other work has been performed. In this case, the daily report recording unit 307 displays various daily report registration screens as shown below.

When conducting sales activities such as business negotiations, the salesperson can enter the visitor, the interviewer, the purpose of the interview, the content of the interview, etc. on the screen for registering the daily report. When inputting the visited destination, the daily report recording unit 307 may select the visited destination from a list of patrol destinations near the staying place. Alternatively, if the distance between a certain visit destination and the staying place is within a predetermined threshold value (for example, 30 m), the visit destination may be automatically identified as the visit destination of the salesperson. Alternatively, a dental clinic or the like, which is a new prospective customer other than the existing visiting destination, may be registered as a visiting destination. The entered information is transmitted to and stored in the performance storage unit 211 of the administrator server 20 .

If the salesperson was engaged in other work, the salesperson can enter the type and content of the work performed during that time period on the daily report registration screen. When inputting the work content, the daily report recording unit 307 may select the type of work actually performed from a list of typical types of work. The entered information is transmitted to and stored in the performance storage unit 211 of the administrator server 20 .

In other cases, that is, when the change in position information remains within the radius of 30 m for less than 5 minutes, the daily report recording unit 307 determines that the vehicle was moving during this time period.

14A to 14G are examples of screens displayed by the daily report recording unit 307. FIG. When the daily report recording unit 307 detects a stay, it displays a message such as "stayed at XX (stayed place) for XX minutes" as a banner (Fig. 14A). When the salesperson selects the banner, the daily report recording unit 307 displays different input screens according to the staying time and staying place.

When it is determined that collection or delivery work has been performed, the screen of FIG. 14G is displayed. The salesperson inputs whether or not the delivery has been collected and the status.

If it is determined that any activity of sales activities such as business negotiations, breaks, and other work has been carried out, the screen of FIG. 14B is displayed to request a report on the activities that the salesperson was actually doing. .

When a business meeting or the like is held at an existing visiting destination, the salesperson selects the visiting destination actually visited from the list of visiting destinations near the place of stay displayed on the screen of FIG. 14B. Then, on the screen of FIG. 14C, the interviewer (teacher or other than the teacher), the type of interview (new business, referral business, self-expense prosthesis, complaint handling, etc.), and the content of the interview (free input) are entered.

On the other hand, when visiting a new prospective customer, such as a dental clinic, other than the existing visiting destination, the salesperson presses the clinic registration button on the screen of FIG. 14B. Then, on the clinic registration screen in FIG. 14D, the visitor (clinic name, address, etc.), interview mode (new business, referral business, self-expense prosthesis, complaint handling, etc.), and interview content (free input) are entered.

When taking a break, the salesperson presses the break button on the screen of FIG. 14B.

If he was doing other work, the salesperson selects the type of work he was actually doing on the screen of FIG. 14E. In addition, the details of the work performed are specifically entered on the screen of FIG. 14F.

In this way, by introducing a system that semi-automatically estimates the work content of a salesperson in that time period according to the stay time and stay place, the time spent doing some kind of work and the travel time can be calculated. can be distinguished. In addition, it becomes possible to display and compare the total value of work and other time, and the total value for each work content. Such a simple mechanism can help salespeople create highly productive (time-efficient) patrol routes and allocate time to highly productive tasks. For example, if the contact time and frequency with a doctor at a dental clinic is increased and unnecessary driving is eliminated, the ratio between the two will improve, so the salesperson can easily visually confirm the results of their efforts. can be done.

The performance display unit 309 acquires and aggregates the delivery collection performance entered by the salesperson within a predetermined period (for example, daily, monthly, yearly, etc.) and the record entered in the daily report from the performance storage unit 211, and aggregates them. Display the results on the screen.

15A to 15E are examples of screens displayed by the performance display unit 309. FIG. In this example, the number of sales, the number of deliveries, business hours, break times, office hours, and travel times of sales representatives are aggregated by day (Fig. 15A), month (Fig. 15B), and year (Fig. 15C), displayed in tabular form. These actual values are obtained by summing up the contents input by the sales person using the daily report recording unit 307 . Also, the performance display unit 309 may plot on a map the route traveled by the salesperson on any given day. On the screen of FIG. 15D, the movement route is expressed by connecting the pins indicating the visiting destinations visited by the salesperson with a straight line in the order of visit, or by connecting the coordinates indicated by the position information with a straight line in chronological order.

FIG. 15E is an example of a screen that tabulates sales results at specific visiting destinations. On this screen, the performance display unit 309 displays a graph showing the ratio of the number of interviews for each type of interview (new business, referral business, self-expense prosthesis, complaint handling, etc.).

The track record collected in this way can be used as basic information, for example, when a manager evaluates the performance of a salesperson. For example, by setting an hourly wage according to the content of the work, such as a unit price of 3,000 yen for negotiation time and a unit price of 1,000 yen for traveling time, it is possible to implement flexible salary measures according to productivity.

A business value database that stores a correspondence relationship between the content of a job and its value can be provided in the manager server 20 or the like in calculating a salary (value of the business if returned) according to the content of the business. The value here is an index that quantitatively expresses the value of work, and is typically the hourly unit price of remuneration paid to employees. Alternatively, it may be a numerical value, such as a point, which serves as a basis for remuneration calculation, personnel evaluation, or the like. For example, work X can be defined as an hourly unit price of "xx yen", and work Y can be defined as an hourly unit price of "yy yen". This table may differ according to the employee's job title, employment status, and the like. Then, the work evaluation processing unit provided in the manager server 20 or the like performs a performance evaluation based on the performance value accumulated for each salesperson in the performance storage unit 211 and the business value defined in the business value database. An indicator can be calculated that indicates the performance evaluation of the salesperson.

Such knowledge that there is a certain relationship between the location and time spent by the salesperson and the content of the work, and the simple quantification of the location and time spent by the salesperson, and the implementation of the salesperson The configuration in which the unit price of remuneration is varied according to the content of the work done is unprecedented in the prior art. As a result, the administrator can induce salespeople to spend more time on high-incentive tasks by, for example, setting high incentives for high-value-added tasks.

It should be noted that the present invention is not limited to the above-described embodiments. It is possible to define various operations and values depending on various factors. As an example, it is also possible to perform more detailed guidance by varying the value of work according to the time of day.

It should be noted that the present invention is not limited to the above embodiments, and can be modified as appropriate without departing from the scope of the invention. For example, each processing means constituting the present invention may be configured by hardware, and any processing is logically realized by causing a CPU (Central Processing Unit) to execute a computer program. may be In this case, the computer program can be stored and provided to the computer using various types of non-transitory computer readable medium. The program may also be supplied to the computer on various types of transitory computer readable medium. Transitory computer-readable media include electrical signals, optical signals, and electromagnetic waves. Transitory computer-readable media can deliver the program to the computer via wired channels, such as wires and optical fibers, or wireless channels.

1 route sales support system 10 instruction issuing system 20 administrator server 30 sales representative terminal 101 instruction/delivery statement storage unit 103 delivery statement creation unit 105 notification unit 201 instruction acquisition unit 203 patrol destination allocation unit 205 patrol destination notification unit 207 patrol status display unit 209 performance display unit 211 performance storage unit 301 patrol destination acquisition unit 302 patrol route creation unit 303 map display unit 305 position detection unit 307 daily report recording unit 309 performance display unit

Claims (6)

a tour destination acquisition unit that acquires a plurality of tour destinations;
a tour route creation unit that creates a tour route by assigning a tour order to the tour destination;
a map display unit that plots the patrol destinations included in the patrol route on a map and displays at least the status of the next patrol destination;
a position detection unit that detects the position of a salesperson who performs route delivery;
A notification that determines a staying place and a staying time of the salesperson based on the position, determines a work performed by the salesperson based on the staying place and the staying time, and prompts input of a daily report on the work. on the map. Route sales support system. further comprising a database that associates the work performed by the salesperson with the value of the work,
The daily report recording unit determines a staying place and a staying time of the salesperson based on the position, determines a work performed by the salesperson based on the staying place and the staying time, and stores the data in the database. 2. The route sales support system according to claim 1, wherein the value of said business is evaluated based on the above. a visit allocation unit that changes the status of the visit destination;
an administrator server having a patrol destination notification unit that notifies the salesperson terminal of the change in the status;
The map display unit
3. The route sales support according to claim 1 or 2, wherein when the status of the patrol destination is changed, a notification is displayed, an answer regarding whether or not the status change can be handled is received, and the answer is notified to the administrator server. system. a tour destination acquisition unit that acquires a plurality of tour destinations;
a tour route creation unit that creates a tour route by assigning a tour order to the tour destination;
a map display unit that plots the patrol destinations included in the patrol route on a map and displays at least the status of the next patrol destination;
a position detection unit that detects the position of a salesperson who performs route delivery;
A notification that determines a staying place and a staying time of the salesperson based on the position, determines a work performed by the salesperson based on the staying place and the staying time, and prompts input of a daily report on the work. on the map. a visit destination obtaining step of obtaining a plurality of visit destinations;
a tour route creation step of creating a tour route by assigning a tour order to the tour destination;
a map display step of plotting the patrol destinations included in the patrol route on a map and displaying at least the status of the next patrol destination;
a position detection step for detecting the position of a salesperson who performs route delivery;
A notification that determines a staying place and a staying time of the salesperson based on the position, determines a work performed by the salesperson based on the staying place and the staying time, and prompts input of a daily report on the work. route sales support method including a daily report recording step of displaying on the map. A program for causing a computer to execute the method according to claim 5.

Images