JP2023129222A - Apparatus and method for supporting company to develop new business operation, and program therefor - Google Patents

Abstract

To provide an apparatus and method for a company to develop a new business operation, and a program therefor.SOLUTION: A device 100 receives, from an introducer terminal 120, introduction company information related to a company which can be introduced by an introducer, and stores a company name or a company identifier of the company, in association with an introducer name or an introducer identifier of the introducer, receives, from a company terminal 110, a customer candidate list including multiple new customer candidates for which the company desires to develop a new business, determines one or more new customer candidates, out of the multiple new customer candidates included in the received customer candidate list, the new customer candidates being coincident with one or more companies whose name or identifier are stored in advance in association with each introducer, and transmits an introduction proposal that prompts introduction to an introducer terminal used by an introducer associated with one of the one or more determined new customer candidates.EFFECT: A company can be efficiently matched with an introducer needed by the company.SELECTED DRAWING: Figure 1

Description

Application for application of Article 30, Paragraph 2 of the Patent Act has been filed Website publication date July 14, 2021 Website address https://prtimes. jp/main/html/rd/p/000000046.000012159. html Publisher Saleshub Co., Ltd. Website publication date July 14, 2021 Website address https://saleshub. jp/blog/release/3251 Publisher Saleshub Co., Ltd. Website publication date July 14, 2021 Website address https://saleshub. jp/ Publisher: Saleshub Co., Ltd. Website publication date: July 14, 2021 Website address: https://jp. techcrunch. com/2021/07/14/saleshub-raised-100m-jpy Publisher Boundless Co., Ltd. Website publication date July 14, 2021 Website address https://thebridge. jp/2021/07/saleshub-series-a-round-funding Publisher THE BRIDGE Co., Ltd. Website publication date November 2, 2021 Website address https://saleshub. jp/blog/news/3301 Publisher Saleshub Co., Ltd. Website publication date November 2, 2021 Website address https://mailchi. mp/saleshub. jp/7899494 Publisher Saleshub Co., Ltd.

The present invention relates to a device, a method, and a program for supporting new business development by a company.

Teleappointments are a typical method for new business development. Sales representatives call prospective customers and obtain appointments with those who have expressed interest. Walk-in sales are also a method of new development sales. This involves visiting companies or individuals without making an appointment and proposing products or services.

While these outbound sales methods are easy to adopt, they have the problem of not easily leading to business negotiations. An introduction from someone who is connected to a potential customer is more likely to lead to business negotiations, but there is a problem in that it is difficult to make a numerical plan because there is a limit to the number of people who can request an introduction.

The present invention has been made in view of the above points, and its object is to provide a device, a method, or a program for supporting new business development by a company, by introducing the company to the company's needs. The goal is to efficiently match people with people.

In order to achieve such an objective, a first aspect of the present invention is a method for supporting business development of new businesses by a company, the method of supporting business development of new businesses by a company, the method comprising: receiving a customer candidate list including new customer candidates; and among the plurality of new customer candidates included in the customer candidate list, one or more of the new customer candidates whose company name or company identifier is stored in advance in association with each introducer. a step of determining one or more new customer candidates that match a plurality of companies; and an introducer terminal used by an introducer associated with any one of the determined one or more new customer candidates. The method includes the steps of notifying the company of an introduction proposal to encourage an introduction, and receiving from the introducer terminal a message directed to the company regarding the introduction of a new customer candidate according to the introduction proposal.

Further, a second aspect of the present invention is the method of the first aspect, in which the notification includes the company name of the new customer candidate to be introduced and the company name of the company to which the introduction is made.

Further, a third aspect of the present invention is the method according to the second aspect, wherein the notification further includes a department name of the new customer candidate to be introduced.

Further, a fourth aspect of the present invention is the method according to the second aspect, wherein the notification further includes a business name of the company.

Furthermore, a fifth aspect of the present invention is the method according to the second aspect, in which the notification further includes an amount of cooperation money to be paid when the new customer candidate who is the introduction target is introduced.

Further, a sixth aspect of the present invention is the method according to any one of the first to fifth aspects, wherein the customer candidate list includes a department of each new customer candidate, and the determination is performed in such a manner that the department further matches the customer candidate list. It is done when it is done.

Further, a seventh aspect of the present invention is the method according to any one of the first to sixth aspects, wherein the notification is of a new customer candidate whose address or residence of the introducer is associated with the introducer. Perform this if the location is the same as the location.

Further, an eighth aspect of the present invention is the method according to any one of the first to seventh aspects, wherein the customer candidate list includes a plurality of partial customer candidate lists.

Further, a ninth aspect of the present invention is a program for causing a computer to execute a method for supporting new business development by a company, the method comprising: a step of receiving a customer candidate list including a plurality of new customer candidates who wish to develop; and a step of receiving a customer candidate list including a plurality of new customer candidates who wish to develop; determining one or more new customer candidates that match the stored one or more companies; and an introducer associated with any one of the determined one or more new customer candidates. The present invention includes the steps of notifying an introducer terminal used by an introducer terminal of an introduction proposal to encourage an introduction, and receiving a message directed to the company from the introducer terminal regarding the introduction of a new customer candidate according to the introduction proposal.

Further, a tenth aspect of the present invention is an apparatus for supporting business development of new customers by a company, wherein customer candidates, including a plurality of new customer candidates that the company desires to develop, are obtained from a company terminal used by the company. one or more new customer candidates whose company name or company identifier matches one or more companies stored in advance in association with each introducer among the plurality of new customer candidates included in the customer candidate list; determining a new customer candidate, notifying an introducer terminal used by an introducer associated with any one of the determined one or more new customer candidates with an introduction proposal to encourage an introduction; A message addressed to the company regarding the introduction of the new customer candidate according to the introduction proposal is received from the introducer terminal.

According to one aspect of the present invention, there is provided a method for supporting business development of new customers by a company, the method being based on a customer candidate list including a plurality of new customer candidates that the company desires to develop, from a company terminal used by the company. By notifying the introduction proposal to the introducer who can introduce new customer candidates to the company, it is possible to efficiently match the company with the introducer that the company needs.

FIG. 1 is a diagram illustrating an apparatus according to an embodiment of the present invention. FIG. 2 is a diagram showing the flow of a method for supporting new business development by a company, according to an embodiment of the present invention. FIG. 3 is a diagram showing an example of an introducing company information input screen according to an embodiment of the present invention. FIG. 3 is a diagram showing an example of an introduction proposal notification according to an embodiment of the present invention.

Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings.

FIG. 1 shows an apparatus according to an embodiment of the present invention. The device 100 communicates with a company terminal 110 used by a company conducting new development sales and an introducer terminal 120 used by an introducer who introduces new customer candidates to the company via an IP network such as the Internet, and connects the company and the introducer. Helps match between.

The device 100 includes a communication unit 101 such as a communication interface, a processing unit 102 such as a processor or CPU, and a storage unit 103 including a storage device or storage medium such as a memory or a hard disk, and stores programs for performing each process. It can be configured by running Device 100 may include one or more devices, computers or servers. Further, the program may include one or more programs, and may be recorded on a computer-readable storage medium to form a non-transitory program product. The program can be stored in a storage device or a storage medium such as a database 104 that can be accessed from the storage unit 103 or the device 100 via an IP network, and can be executed by the processing unit 102. Data described below as being stored in the storage unit 103 may be stored in a storage device or storage medium such as the database 104, and vice versa.

FIG. 2 shows the flow of a method for supporting new business development by a company, according to an embodiment of the present invention. The device 100 receives introduced company information regarding companies that the introducer can introduce (hereinafter sometimes referred to as "connections") from the introducer terminal 120 (S201).

FIG. 3 is an example of an introducing company information input screen according to an embodiment of the present invention. The introduced company information input screen 300 is a screen for inputting information regarding the connections of a certain introducer, and includes the company name 301 of the introduced company, industry type 302, department 303 to which the person with whom the introducer has a relationship belongs, job title 304, and workplace 305, and a field for inputting relationship 306 with the person concerned. The column labeled "Required" is required in the example of FIG. 3, but in the present invention, fields other than the company name are not necessarily required. The company described by the introduced company information is stored in the storage unit 103 in association with the introducer. More specifically, the company name or company identifier of the company can be stored in association with the introducer name or introducer identifier of the introducer. Here, "a person with whom the introducer has a relationship" means a person who the introducer can introduce.

The device 100 may receive the introducer information from the introducer terminal 120 at the same time as the introducing company information or before or after the introduction company information. For example, if you want to sell to potential new customers in a rural area, the referrer information may include the referrer's place of residence, as there is a possibility that a referrer who lives in the same area as the local area has a meaningful relationship. . In FIG. 3, by selecting the basic information tab, the introducer information is displayed as the basic information of the introducer.

Input by the introducer can be done by transmitting the introduced company information input screen display information, for example, as a file in HTML format, from an input screen displayed on the display screen of the introducer terminal 120 on a web browser, or by transmitting the information displayed on the introducer company information input screen. You can operate an application (hereinafter also referred to as an "app") installed on the computer and use the input screen displayed on the application. Note that the "input screen" can take various formats such as a web page, modal window, pop-up window, etc. when displayed on a web browser, and when displayed on an app, it can take the form of a web page, modal window, pop-up window, etc. It can be one screen. In either case, any screen that includes an area having an input field for inputting introduced company information corresponds to an introduced company information input screen.

Furthermore, the device 100 receives business explanation information for explaining the business of the company from the company terminal 110 (S202). The business description information is stored in the storage unit 103 in association with the company, and is used when the introducer understands the outline of the business and the benefits of the business for the introduced company and decides whether to introduce his or her connection. It becomes possible to refer to it.

Thereafter, the device 100 receives a customer candidate list including a plurality of new customer candidates that the company desires to develop from the company terminal 110 (S203). The customer candidate list can be, for example, a CSV format file. The customer candidate list includes a plurality of company names or company identifiers, and preferably includes a department of each company. In addition, the customer candidate list includes the company URL, postal code, head office address, telephone number, fax number, date of establishment, number of employees, representative name, industry type, business content, capital, sales, and public listing for each company. It may also include classification, etc. The device 100 stores the received customer candidate list in the storage unit 103 in association with the company that sent it. The customer candidate list may include a plurality of partial customer candidate lists. For example, the list may be stored in the storage unit 103 as separate partial customer candidate lists depending on attributes such as industry and region.

Then, the device 100 selects one or more of the plurality of new customer candidates included in the received customer candidate list whose company name or company identifier matches one or more companies stored in advance in association with each introducer. A new customer candidate is determined (S204). In the above description, the transmission of the introduced company information from the introducer terminal 120 was explained first, but the transmission order does not necessarily have to be first as long as it can be used in the determination. In addition to matching the company name or company identifier, if a determination is made when the department further matches, there is a possibility that the company will be introduced to a person in the appropriate department who is a new customer candidate that the company wants to develop. Increased and desirable.

Next, the device 100 notifies the introducer terminal 120 used by the introducer associated with any one of the determined one or more new customer candidates of an introduction proposal that prompts an introduction (S205). . If different introducers match two or more of the plurality of new customer candidates included in the customer candidate list received by the device 100, such notifications will be sent to the two or more introducer terminals. , this distinction is not shown in FIGS. 1 and 2 for simplicity. Further, as an example, the notification may be made if the address or residence of the introducer is in the same area as the location of the new customer candidate associated with the introducer or the workplace of a person with a relationship with the introducer. You can.

FIG. 4 is a diagram showing an example of an introduction proposal notification according to an embodiment of the present invention. The introduction proposal notification 400 includes the company name 401-1 of the new customer candidate to be introduced and the company name 402-1 of the company to be introduced. The introduction proposal notification 400 preferably includes the department name 401-2 of the new customer candidate to be introduced, and also preferably includes the business name 402-2 of the company to which the introduction is made. Further, the introduction proposal notification 400 can include an amount 403 to be paid to the introducer when a predetermined condition regarding business negotiations, such as completion of an interview between the introduction destination and the introduction target, is satisfied after the introduction. The introducer can decide whether to proceed with the introduction or skip the introduction as appropriate. If the same introducer matches two or more of the plurality of new customer candidates included in the customer candidate list received by the device 100, two or more notifications may be sent for each new customer candidate. In the example of FIG. 4, each notification is displayed in the form of a card.

Then, the device 100 receives a message addressed to the company regarding the introduction of each new customer candidate from the introducer terminal 120 (S206), and transmits the message to the company terminal 110 (S207). In the above explanation, the transmission of the business explanation information from the company terminal 110 was explained after the transmission of the introducing company information, but when the introducer receives the introduction proposal notification and decides whether or not to make an introduction, It is only necessary to refer to the information, and the transmission order can be determined as appropriate.

In this way, in one embodiment of the present invention, a customer candidate list is received from a company that wishes to develop new customers, and an introducer who has registered new customer candidates included in the customer candidate list as a connection is sent to the company. By proposing the introduction of the connection, the company can be efficiently matched with the introducer that the company needs.

Note that in the above explanation, an introduction proposal notification is sent to the introducer terminal 120, but it is also possible to send a proposal notification of an introduction request regarding each determined new customer candidate to the company terminal 110. Conceivable. In this case, the company that has received the introduction request proposal notification sends an introduction request message from the company terminal 110 via the device 100 to the introducer terminal 120 of the introducer associated with the new customer candidate, as necessary. However, it is more convenient for companies to be able to upload a list of potential customers and receive referral messages from appropriate introducers.

In addition, in the embodiments described above, unless there is a description of "only" such as "based only on XX", "according only to XX", "in the case of only XX", the present specification does not include the following. Note that it is envisaged that additional information may also be considered. Also, as an example, note that the statement ``if a, do b'' does not necessarily mean ``if a, do b'' or ``do b immediately after a'', unless explicitly stated. I want to be Moreover, the description "each a constituting A" does not necessarily mean that A is composed of a plurality of constituent elements, but includes that the constituent element is singular.

Also, just to be sure, even if there is an aspect in which a method, program, terminal, device, server, or system (hereinafter referred to as a "method, etc.") performs a different operation from that described in this specification, each of the present invention Aspects are directed to operations that are the same as any of the operations described in this specification, and the existence of operations that are different from those described in this specification does not make the method, etc. It should be added that this is not outside the scope of the present invention.

100 Apparatus 101 Communication Department 102 Processing Department 103 Storage Department 104 Database 110 Company Terminal 120 Introducer Terminal 300 Introducing Company Information Input Screen 301 Company Name of Company to be Introduced 302 Industry Type of Company to Be Introduced 303 Relationship with Introducer Department of the person 304 Job title of the person with whom the introducer has a relationship 305 Workplace of the person with whom the introducer has a relationship 306 Relationship with the person with whom the introducer has a relationship 400 Introduction proposal notification 401-1 New customer candidate to be introduced Company name 401-2 Department name of the new customer candidate being introduced 402-1 Company name of the company being introduced 402-2 Business name of the company being introduced 403 Amount

Claims (7)

A method for supporting new business development by a company,
receiving a customer candidate list including a plurality of new customer candidates that the company desires to develop from a company terminal used by the company;
Among the plurality of new customer candidates included in the customer candidate list, determine one or more new customer candidates whose company name or company identifier matches one or more companies stored in advance in association with each introducer. the step of
A notification of an introduction proposal that prompts an introduction to be sent to an introducer terminal used by an introducer associated with any one of the determined new customer candidates, the new customer to be introduced. Sending a notification including the candidate company name and the company name of the company to which the referral is made;
The method further includes the step of receiving, from the introducer terminal, a message addressed to the company regarding the introduction of the new customer candidate according to the introduction proposal. The method according to claim 1,
The notification further includes a business name of the company. The method according to claim 1,
The notification further includes an amount of cooperation money to be paid when introducing the new customer candidate who is the introduction target. 4. The method according to any one of claims 1 to 3,
The notification is made when the address or residence of the introducer is in the same area as the location of a new customer candidate associated with the introducer or the workplace of a person who has a relationship with the introducer. 4. The method according to any one of claims 1 to 3,
The customer candidate list includes a plurality of partial customer candidate lists. A program for causing a computer to execute a method for supporting new business development by a company, the method comprising:
receiving a customer candidate list including a plurality of new customer candidates that the company desires to develop from a company terminal used by the company;
Among the plurality of new customer candidates included in the customer candidate list, determine one or more new customer candidates whose company name or company identifier matches one or more companies stored in advance in association with each introducer. the step of
A notification of an introduction proposal that prompts an introduction to be sent to an introducer terminal used by an introducer associated with any one of the determined new customer candidates, the new customer to be introduced. Sending a notification including the candidate company name and the company name of the company to which the referral is made;
The method further includes the step of receiving, from the introducer terminal, a message addressed to the company regarding the introduction of the new customer candidate according to the introduction proposal. A device for supporting new business development by companies,
receiving a customer candidate list including a plurality of new customer candidates that the company desires to develop from a company terminal used by the company;
Among the plurality of new customer candidates included in the customer candidate list, determine one or more new customer candidates whose company name or company identifier matches one or more companies stored in advance in association with each introducer. death,
A notification of an introduction proposal that prompts an introduction to be sent to an introducer terminal used by an introducer associated with any one of the determined new customer candidates, the new customer to be introduced. sending a notification containing the candidate company name and the company name of said company to which the referral is made;
A message addressed to the company regarding the introduction of the new customer candidate according to the introduction proposal is received from the introducer terminal.

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