JP5416852B1 - Corporate sales support system, corporate sales support method, and program - Google Patents

Abstract

[PROBLEMS] To effectively support sales to a corporation that has established a new business, developed a new product, and acquired a new customer.
A corporate extracting means (68) of a corporate business support system extracts a corporation to be operated from among corporations related to each settlement indicated by corporate settlement information indicating settlement performed between the corporations. The corporation extracting means (68) is a combination of a receiving corporation and a receiving corporation for each settlement performed within the target period, and a payment side for each settlement performed within a past period before the target period. Based on the combination of the legal entity and the recipient legal entity, at least one of the legal entity that received money from the new business partner during the target period and the legal entity that received money from the new business partner during the target period is extracted. . The sales support information output means (70) outputs sales support information for supporting sales to the extracted corporation when the corporation is extracted by the corporation extraction means (68).
[Selection] Figure 2

Description

  The present invention relates to a corporate sales support system, a corporate sales support method, and a program. More specifically, the present invention relates to a corporate sales support system, a corporate sales support method, and a program for a financial institution such as a bank to perform event-based marketing (corporate EBM: Event Based Marketing) related to a client company.

  In recent years, in financial institutions such as banks, sales representatives have been conducting activities to grasp the funding needs of each corporation in order to provide business financing to corporations that are customers. In particular, for example, the timing of launching new businesses, developing new products, and acquiring new customers by each corporation is often preceded by purchase payments or increases in accounts receivable, which raises funding needs. Probability is high. For this reason, it is extremely important for sales representatives to grasp such information.

  As a system that supports sales activities by sales representatives, for example, in Patent Document 1, existing customers are extracted from the contract contents of financial products and account opening status, or according to various transaction estimates and document request history. A technique for creating a sales support map for a sales person to conduct sales activities by extracting potential customers is described.

JP 2007-148963 A

  However, even if the sales support map is created as in Patent Document 1, for example, in order to obtain information such as the start-up of a new business, development of a new product, and acquisition of a new customer, I need to hear. Actually, sales representatives are often in charge of sales of many corporations, and the information on the start-up of new businesses, development of new products, acquisition of new customers, etc. of corporations in charge is perfect. It is extremely difficult to collect.

  In addition, in order for a sales person to propose a loan quickly and accurately based on information obtained through interviews, a high level of sales ability is required. Actually, there are many sales people who are immature in sales ability, and without the advice of seniors (such as visits and sharing of sales stories), they cannot perform well. For this reason, sales offices and departments where sales representatives work are required to quickly and accurately share information on new business development, new product development, and acquisition of new customers by client companies. ing.

  The present invention has been made in view of the above problems, and its purpose is to effectively support, for example, sales to corporations that have established new businesses, developed new products, and acquired new customers. To provide a corporate sales support system, a corporate sales support method, and a program.

  In order to solve the above-mentioned problems, a corporate sales support system according to the present invention is a corporate sales support system that supports sales to a corporation by a sales representative, and includes corporate settlement information indicating settlement performed between corporations. Means for obtaining the stored contents of the means for storing; means for extracting a corporation to be operated from among corporations related to each settlement indicated by the corporate settlement information, wherein the payment side of each settlement performed within the target period Based on the combination of the legal entity and the receiving legal entity and the combination of the depositing legal entity and the receiving legal entity for each settlement made within the past period before the relevant period. When a legal entity is extracted by at least one of a legal entity that has received money from a new business partner and a legal entity that has received money from a new business partner within the target period, Extraction Characterized in that it comprises a and sales support information output means for outputting the sales support information to support the business of the corporation, the.

  The corporate sales support method according to the present invention is a corporate sales support method for supporting sales to a corporation by a sales representative, and acquires the storage contents of a means for storing corporate settlement information indicating settlement performed between the corporations. And a step of extracting a corporation to be operated from the corporations related to each settlement indicated by the corporate settlement information, wherein a payment-side corporation and a receiving-side corporation of each settlement performed within the target period. Based on the combination and the combination of the receiving corporation and the receiving corporation of each settlement made in the past period before the target period, and the corporation that received the new business partner in the target period , A corporate extraction step for extracting at least one of the corporations that received the deposit from the new business partner within the target period, and if a corporation is extracted by the corporation extraction step, sales to the extracted corporation And sales support information output step of outputting the sales support information for assist, characterized in that it comprises a.

  The program according to the present invention includes a computer for supporting sales to a corporation by a sales representative, means for acquiring storage contents of means for storing corporate settlement information indicating settlement between corporations, and the corporate settlement information is This is a means to extract the corporations that should be operated from the corporations related to each settlement shown, and the combination of the corporation on the payment side and the corporation on the receiving side of each settlement made within the target period, and the past than the target period. A combination of a receiving corporation and a receiving corporation for each settlement made in the past period, and a corporation that has received a new business partner in the target period and a new business partner in the target period. A corporation extracting means for extracting at least one of the corporation that received the payment from the company, and when a corporation is extracted by the corporation extracting means, sales support information for supporting sales to the extracted corporation is output. Sales support information output means, to function as.

  An information storage medium according to the present invention is a computer-readable information storage medium storing the above program.

  According to the present invention, it is possible to effectively support sales to a corporation that has established a new business, developed a new product, and acquired a new customer.

  Further, in one aspect of the present invention, the corporation extracting means includes, for each combination of a receiving corporation and a receiving corporation of each settlement performed within the target period, A first calculating means for calculating a ratio of the total deposit amount from the depositing corporation to the receiving corporation in the target period with respect to the total deposit amount; and the depositing corporation of each settlement performed in the target period; Second calculation for calculating the ratio of the total deposit amount from the depositing corporation to the receiving corporation in the past period to the total deposit amount of the receiving corporation in the past period for each combination of the receiving corporation And the ratio calculated by the first calculation means is equal to or higher than the first reference value among the combination of the depositing corporation and the receiving corporation of each settlement performed within the target period, Or The corporate deposit side of the combination ratio calculated by the second calculating means is equal to or less than the second reference value, is extracted as a corporation that credited to new customers within the target period, and wherein the.

  Further, in one aspect of the present invention, the corporation extracting means includes, for each combination of the depositing corporation and the receiving corporation of each settlement performed within the target period, the receiving corporation in the reference period. A third calculating means for calculating a ratio of the total amount received by the receiving corporation from the receiving corporation in the target period to the total received amount; and the receiving corporation of each settlement performed in the target period; Fourth calculation for calculating the ratio of the total amount received by the receiving corporation from the receiving corporation in the past period to the total amount received by the receiving corporation in the past period for each combination of the receiving corporation And the ratio calculated by the third calculation means is equal to or greater than a third reference value among the combination of the depositing corporation and the receiving corporation of each settlement made within the target period, Or And extracting a receiving corporation of a combination whose ratio calculated by the fourth calculating means is equal to or less than a fourth reference value as a corporation that has received payment from a new business partner within the target period, To do.

  Further, in one aspect of the present invention, the corporation extracting unit cancels the transaction between the same corporation, the specific type of transaction, and the registration to the corporate settlement information among the settlements indicated by the corporate settlement information. And at least one of the registered transactions and, based on each of the excluded settlements, a corporation that received money from the new business partner within the target period, and received payment from the new business partner during the target period. And extracting at least one of the legal entities.

  Further, in one aspect of the present invention, the corporation extracting unit excludes a first specific type of transaction from among the settlements indicated by the corporate settlement information, and based on each excluded settlement, Means for extracting a corporation that has been credited to a new business partner, and among the settlements indicated by the corporate settlement information, a second specific type of transactions less than the first specific type is excluded, and each of the excluded And a means for extracting a corporation that has received a deposit from a new business partner within the target period based on settlement.

  Further, in one aspect of the present invention, the corporation extracting unit is configured to, based on information indicating a time point related to the output of the sales support information, a corporation that has received a new business partner within the target period and a new one within the target period. It is characterized by extracting at least one of a corporation that has received payment from a business partner.

  Further, in one aspect of the present invention, the corporation extracting means includes a corporation that has received money from a new business partner within the target period and a new business partner within the target period based on information indicating the scale or type of business of each business. It is characterized by extracting at least one of the corporation that received the payment from.

  Further, in one aspect of the present invention, the corporation extracting means includes information indicating whether a user of the corporation business support system is a main business partner of each corporation that has made each settlement indicated by the corporate settlement information. Based on this, at least one of a corporation that has received money from a new business partner within the target period and a corporation that has received money from the new business partner within the target period is extracted.

  Moreover, in one aspect of the present invention, the sales support information output means indicates whether or not a user of the corporate sales support system is a main business partner of each corporation that has made each settlement indicated by the corporate settlement information. Based on the information, including means for determining whether the user of the corporate sales support system is a main business partner of the corporate extracted by the corporate extraction means, and based on the determination result of the means, The content to be output as support information is determined.

  In one aspect of the present invention, the corporation sales support system supports sales of each of a plurality of sales representatives, and the sales support information output means includes information indicating the scale of each corporation, And means for identifying the sales representative to be sold to the corporation extracted by the corporation extraction means based on the information indicating the scale of the corporation to be operated by the person in charge. The support information is output.

It is a figure which shows the network structural example of the corporate business support system which concerns on this invention. It is a functional block diagram of a corporate sales support system. It is a figure showing an example of data storage of corporation basic information. It is a figure which shows the data storage example of corporate payment information. It is a figure which shows the data storage example of assistance result information. It is explanatory drawing of each period used in a corporate sales support system. It is explanatory drawing for demonstrating the calculation method of the deposit payment share for the target period by a 1st calculation part. It is explanatory drawing for demonstrating the calculation method of the past period deposit share by a 2nd calculation part. It is a figure which shows an example of sales support information. It is a figure which shows an example of the process performed in the corporate business support system of Embodiment 1. It is a figure which shows an example of the data combined in S7. It is explanatory drawing for demonstrating the calculation method of the target period receipt share by a 3rd calculation part. It is explanatory drawing for demonstrating the calculation method of the past transaction share by a 4th calculation part. It is a figure which shows an example of the process performed in the corporate business support system of Embodiment 2.

[1. Embodiment 1]
DESCRIPTION OF EXEMPLARY EMBODIMENTS Hereinafter, preferred embodiments of the invention will be described in detail with reference to the drawings. The corporate sales support system according to the present invention specifies at least one of a corporation that has received money from a new business partner and a corporation that has received money from the new business partner, and supports sales to the corporation by a sales representative. The corporate sales support system is used, for example, for a financial institution such as a bank to perform event-based marketing (corporate EBM: Event Based Marketing) related to a corporate entity that is a customer.

  For example, a corporation that has made a deposit to a new business partner is a corporation that has made a deposit to a partner who has not made a deposit in the past, and a recent (for example, the past period described later) to a partner whose amount of deposit in the past (for example, the past period) It means a corporation whose amount of money received in the target period (described later) is above the standard. In addition, for example, a corporation that has received a deposit from a new business partner is a corporation that has received a deposit from a partner who has not received a deposit in the past, and the amount received in the past (for example, the past period described later) is a standard deposit. It means a corporation that receives a recent amount (for example, a target period to be described later) from a partner less than or equal to the reference amount. In the first embodiment, an aspect of specifying a corporation that has received money from a new business partner will be described.

[1-1. Overall structure of corporate sales support system]
FIG. 1 is a diagram showing a network configuration example of a corporate sales support system according to the present invention. As shown in FIG. 1, in a corporate sales support system 1, a server device 10, a headquarters terminal 30, a branch office terminal 40, and a centralized center terminal 50 are connected via a network so that data can be transmitted and received.

  For example, the server device 10 communicates with a control unit 11 including a CPU, a storage unit 12 that stores various programs and various data necessary for executing the programs, and other devices in a wired or wireless manner. And a communication unit 13 composed of a network card or the like.

  The server device 10 is connected to a database server 20 that manages settlement information between corporations. The server device 10 acquires data from the database server 20, and executes various processes for supporting sales to a corporation by a sales person by causing the control unit 11 to execute various programs stored in the storage unit 12. To do.

  The headquarters terminal 30 is a computer operated by an administrator or the like of the corporate sales support system 1. For example, the headquarters terminal 30 is used for registering a batch for causing the server apparatus 10 to perform various processes.

  The branch office terminal 40 and the centralized center terminal 50 are computers that are operated by a sales person (for example, a bank employee) of a corporation that uses the corporate sales support system 1. For example, the sales office terminal 40 outputs various types of information for supporting sales activities in which a sales representative actually visits a corporation. Further, for example, the centralized center terminal 50 outputs various types of information for supporting sales activities in which a sales representative calls a corporation.

  It should be noted that various computer hardware can be applied to the hardware itself of each device constituting the corporate sales support system 1. For example, the server device 10 may include an information storage medium reading device. Furthermore, in this embodiment, the program and various data described as being stored in the storage unit 12 may be acquired from an external storage medium such as an optical disk or a flash memory, or may be acquired from an external computer via a network. You may make it acquire from.

[1-2. Functions realized in the corporate sales support system]
FIG. 2 is a functional block diagram of the corporate sales support system 1. As shown in FIG. 2, the corporate sales support system 1 includes a data storage unit 60, a corporate settlement information acquisition unit 62, a basic corporate information acquisition unit 64, a time acquisition unit 66, a corporate extraction unit 68, and a sales support information output unit 70. To realize. In the present embodiment, these functions are realized by the control unit 11 executing the program stored in the storage unit 12. Among the functions shown in FIG. 2, the data storage unit 60 is realized mainly by the storage unit 12 and the database server 20, and the other functions are realized mainly by the control unit 11.

[1-2-1. Data storage unit]
The data storage unit 60 stores various types of information for supporting sales to a corporation by a sales representative. Here, corporate basic information, corporate settlement information (for example, exchange transaction information or bill transaction information), and support result information will be described as examples of information stored in the data storage unit 60.

[Corporate Information]
FIG. 3 is a diagram illustrating an example of data storage of corporate basic information. The corporate basic information is basic information regarding each corporate entity that is a customer of the user of the corporate business support system 1. The corporate basic information is updated, for example, when the administrator operates the headquarters terminal 30. As shown in FIG. 3, the corporate basic information includes a customer ID, an area, a scale code, a business type code, and main customer information.

  The customer ID is information for identifying each corporation that is a customer of the user of the corporate sales support system 1. The area is information relating to the location of each corporation, for example, information indicating whether the corporation is in the business area of the business sales support system 1 or outside the business area.

  The scale code is information indicating the scale of each corporation, and stores any of a plurality of types of scales prepared in advance (for example, “large company”, “medium company”, “small company”, etc.). The business type code is information indicating the type of business of each corporation, and at least one of a plurality of types of business types prepared in advance (for example, “construction”, “retail”, “manufacturing”, “real estate”, etc.) Stored.

  The main business partner information stores information indicating whether each corporation has a user of the corporate business support system 1 as a main business partner. For example, a corporation whose main business partner information value is “main” indicates that the user of the corporate sales support system 1 is a main business partner, and a corporate body whose main business partner information value is “non-main”. This indicates that the user of the corporate business support system 1 is not a main business partner, for example, another financial institution is a main business partner.

[Corporate payment information]
FIG. 4 is a diagram illustrating a data storage example of corporate settlement information. The corporate settlement information indicates the content of settlement (transaction details) that each corporation that is a customer of the user of the corporate business support system 1 has performed in the past. As for corporate settlement information, a new record is added each time a settlement is made by each legal person.

  As shown in FIG. 4, the corporate settlement information includes a settlement ID for uniquely identifying each settlement, a client customer ID, a recipient customer ID, a communication type, a date of account, a transaction amount, and a cancellation code. And are stored. The client customer ID is the corporation that requested each settlement, and is the corporation on the payment side of each settlement. The receiver customer ID is the corporation of the business partner indicated by the client client ID, and can be said to be the corporation (payee corporation) that received the payment in each settlement.

  The communication type is information indicating the contents of each settlement, and is one of a plurality of types of transactions prepared in advance (for example, a communication type code indicating “general transfer”, “general transfer”, “pay transfer”, etc.). Is stored. The account date is the date when each settlement is made. The transaction amount is the transaction amount (deposit amount and receipt amount) exchanged in each settlement. The cancellation code is information indicating whether or not each settlement has been canceled, and indicates that a transaction having a cancellation code “1” has been canceled. When a given cancellation operation is performed after a new record is added to the corporate settlement information, “1” is stored in the cancellation code of the canceled transaction record.

[Support result information]
FIG. 5 is a diagram illustrating a data storage example of support result information. The support result information indicates the output history of sales support information in the past (for example, the distribution history of sales support information to the store terminal 40 or the centralized center terminal 50).

  As shown in FIG. 5, the client result ID, the recipient customer ID, the distribution date, the distribution event, and the distribution type are stored in the support result information. The client customer ID and the recipient customer ID indicate the corporation extracted by the corporation extraction unit 68, and indicate the corporation from which the sales support information is output. The distribution date is the time when the sales support information is output (distribution date), and can also be said to be the time when each sales representative is supported. Note that the time point may be only a date or may include time. The distribution event is the type of sales support information (whether it is sales support to a corporation that has received money from a new business partner or business support to a corporation that has received money from a new business partner). The distribution type stores information indicating the other party to whom the sales support information is output and information related to the contents of the sales support information.

  The data stored in the data storage unit 60 is not limited to the above example. The data storage unit 60 may store various types of information for supporting sales to corporations. For example, the corporate basic information, corporate settlement information, and support result information include other items (for example, corporate names). It may be included. In addition, for example, master data defining what each ID or the like indicates may be stored.

[1-2-2. Corporate Payment Information Acquisition Department]
The corporate settlement information acquisition unit 62 acquires the storage content of a unit (for example, the data storage unit 60) that stores corporate settlement information indicating settlement performed between the corporations. The corporate settlement information acquisition unit 62 acquires each record stored in the corporate settlement information.

[1-2-3. Corporate Basic Information Acquisition Department]
The corporate basic information acquisition unit 64 acquires the storage contents of a unit (for example, the data storage unit 60) that stores information indicating the scale or type of business of each corporation. The corporate basic information acquisition unit 64 acquires the scale code or the industry code of each corporate stored in the corporate basic information.

  The corporate basic information acquisition unit 64 stores information indicating whether or not the user of the corporate business support system 1 is a main business partner of each corporation that has made each settlement indicated by the corporate settlement information (for example, The stored contents of the data storage unit 60) are acquired. The corporation basic information acquisition unit 64 acquires main business partner information of each corporation stored in the corporation basic information.

[1-2-4. Time acquisition unit]
The time acquisition unit 66 acquires the stored contents of a unit (for example, the data storage unit 60) that stores information indicating the time related to the output of the sales support information. The time acquisition unit 66 acquires the delivery date stored in the support result information.

[1-2-5. Corporate Extraction Department]
The corporation extracting unit 68 extracts a corporation to be operated from among corporations related to each settlement indicated by the corporation settlement information. The corporation related to each settlement is a corporation that has made a deposit in the past or a corporation that has received the deposit. Here, the corporation indicated by the client ID or the receiver customer ID of each record of the corporate settlement information.

  The corporation extracting unit 68 is configured to combine a payment-side corporation and a receiving-side corporation for each settlement performed within the target period, and a payment-side corporation for each settlement performed within the past period before the target period. Based on the combination of the receiving corporation and the corporation on the receiving side, the corporation that has been paid to the new business partner within the target period is extracted.

FIG. 6 is an explanatory diagram of each period used in the corporate sales support system 1. The t axis shown in FIG. 6 is a time axis. Target period T _1, the time reference for corporate extracting unit 68 performs the processing (e.g., time of execution batch. Hereinafter referred to the present time t _0.) Is a period that is determined based on, for example, the first current t ₀ a certain period of time t ₁ after the previous time. In the present embodiment, the day before the current time t ₀ corresponds to the target period T ₁ . For example, if the current time t ₀ when the batch is executed is “December 20, 2012”, the target period T ₁ is from “0:00 am to“ 12 pm ”on“ December 19, 2012 ”.

Past period _{T 2} are a fixed period in the past, except for the target period _{T 1,} for example, from the present time _t second hour ₀ (second time> first hour) before the time _{t 2,} a third current _{t 0} time (first hour ≦ 3 hours <second time) is a period before the time point t _3. In the present embodiment, from 12 months prior to the month of current, period until the end of one month before the current corresponds to the past period T _2. For example, if the current time t ₀ when the batch is executed is “December 20, 2012”, the past period T ₂ is set to “November 30, 2012 from midnight of“ December 1, 2011 ”. ”Until 12:00.

For example, corporate extractor 68 accounts date records and accounts date is the target period T ₁ is from among the records in the past period T _2, transactions between the same corporation and (house while trading), the specific type At least one of the transaction and the transaction canceled after registration in the corporate settlement information may be excluded, and a corporation may be extracted from each of the excluded settlements.

  For example, the corporation extraction unit 68 excludes a record in which the client customer ID and the recipient customer ID of each record match as a transaction between the same corporation. In addition, for example, the corporation extracting unit 68 records that the corporate name indicated by the client customer ID and the corporate name indicated by the recipient customer ID completely or partially match (for example, the depositing corporation and the receiving corporation) Excluding transactions that include the other character string on one side, or the name of the corporation on the receiving side and that on the receiving side after the personality deletion is the same). In the case of the data storage example shown in FIG. 4, the record with the settlement ID “1000” is excluded because the requester customer ID and the recipient customer ID match.

  In addition, for example, the corporation extraction unit 68 selects a record in which a predetermined communication type (for example, other than “transfer general” with a communication type “1022” or “forward general” with “1122”) is stored as a specific type Excluded as a transaction. For example, in the case of the data storage example shown in FIG. 4, since the record whose settlement ID is “1002” stores “1211”, which is a predetermined communication type code, in “communication type”, the record is Excluded.

  Further, for example, the corporation extraction unit 68 excludes a record having a cancellation code “1” as a canceled transaction. For example, in the case of the data storage example shown in FIG. 4, the record whose settlement ID is “2000” is excluded because the cancellation code is “1”.

In the present embodiment, the corporation extraction unit 68 extracts a corporation that has been credited to the new business partner from the records excluded as described above (hereinafter also referred to as the record from which the specific commercial transaction is extracted). The corporation extraction unit 68 may include a first calculation unit and a second calculation unit. The first calculating unit, for each combination of corporate corporate and receiving payment side of each payment made to the target period T _1, for the payment total corporation of the deposit side of the reference period T _3, period the proportion of the payment total from corporation of the deposit side of the T ₁ to the corporate of the receiving side (hereinafter, referred period payment share.) is calculated.

Reference period T _3, as shown in FIG. 6, a period determined based on the current time t _0, for example, the fourth time before the present time t ₀ of the (fourth time> first hour) time point t ₄ after the constant It is a period. In the present embodiment, from 1 month before the beginning of the month at the present time t _0, the period until the end of the month corresponds to the reference period T _3. For example, if the current time t ₀ when the batch is executed is “December 20, 2012”, the reference period T ₃ is set to “November 30, 2012” from midnight of “November 1, 2012”. ”Until 12:00.

FIG. 7 is an explanatory diagram for explaining a calculation method of the target period deposit share by the first calculation unit. For convenience of explanation, a data storage example of corporate settlement information is different from FIG. First, the first calculation unit refers to the account date of each record (“80” in FIG. 7) from which the specific commercial transaction is extracted. The first calculation unit accounts date extracts a record is within the target period T _1, identifies a combination of client's customer ID and recipient customer ID ( "81" in FIG. 7).

First calculator sums the transaction amount for each payment partner of each corporation deposit in the target period T ₁ ( "82" in FIG. 7). Hereinafter, the combined transaction amount is referred to as the deposit amount for the target period. If corporation deposit in the target period T ₁ is performed transactions of one corporation and multiple, first calculation unit calculates the total of the transaction of the plurality of times as a deposit to the total amount of such to one corporation.

For example, in the example shown in FIG. 7, “A” has made payments to “E” twice in the target period T ₁ , and therefore the sum of these two deposits is “A” to “ E ”is calculated as the deposit amount for the target period. In addition, since “A” has made a deposit to “F” once in the target period T ₁ , this amount is calculated as it is as a deposit amount for the target period from “A” to “F”.

The first calculation unit refers to accounts date for each record that a particular transaction is extracted ( "80" in FIG. 7), it extracts the account date is that within the reference period T ₃ records requester customer A combination of ID and recipient customer ID is specified (“83” in FIG. 7). Here, only the corporate records credited to the target period T ₁ is extracted.

Then, the first calculating unit, for each corporation deposit in the target period T _1, summing the deposit amount of the corporation in the reference period T ₃ ( "84" in FIG. 7). Hereinafter, the combined transaction amount is referred to as the total deposit amount during the reference period. The first calculation unit, corporation deposit in the target period T ₁ is, in the reference period T _3, when performing a transaction of multiple, to calculate the payment total of these multiple transactions. In the example illustrated in FIG. 7, “A” deposited in the target period T ₁ is deposited in “B” and “C” in the reference period T ₃ . The first calculation unit calculates the total deposit amount of these two transactions.

  The first calculation unit divides the target period deposit amount from the depositing corporation to each recipient corporation by the total deposit amount during the reference period, thereby calculating the receipt period share from the depositing corporation to each recipient corporation. Calculate (“85” in FIG. 7). In the example illustrated in FIG. 7, the first calculation unit calculates the ratio of the target period deposit amount from “A” to “E” and “F” to the total reference period deposit amount. Calculate the deposit receipt share for each period of “E” and “F”.

The second calculating unit, for each combination of the deposit side of the corporate and receiving corporation of each payment made to the target period T _1, for the payment total corporation of the deposit side of the last period T _2, the past period T _2. Calculate the ratio of the total deposit amount from the depositing corporation to the receiving corporation (hereinafter referred to as past period deposit share).

FIG. 8 is an explanatory diagram for explaining a method of calculating a past period deposit share by the second calculation unit. For convenience of explanation, a data storage example of corporate settlement information is different from FIG. As shown in FIG. 8, first, the second calculation unit refers to the account date of each record from which the specific commercial transaction is extracted (“80” in FIG. 8). The second calculation unit accounts date extracts a record is within the past period T _2, to identify the combination of client's customer ID and recipient customer ID ( "86" in FIG. 8). Here, only the corporate records credited to the target period T ₁ is extracted.

The second calculation unit adds together the transaction amount for each deposit partner in the past period T ₂ by each corporation that has deposited in the target period T ₁ (“87” in FIG. 8). Hereinafter, the combined transaction amount is referred to as a past period deposit amount. When a corporation that has made a deposit in the target period T ₁ has made multiple transactions with a single corporation in the past period T ₂ , the second calculation unit calculates the total amount of the multiple transactions as the total deposit to the single corporation. calculate.

For example, in the example shown in FIG. 8, “A” has made transactions with “B” or “C” a plurality of times within the past period T ₂ , and therefore the sum of these transaction amounts is “A”. ”To“ B ”or“ C ”is calculated as the past period deposit amount. In addition, "A", it is calculated in the past period T _2, as if you are done only once the transaction as "F", the past period deposit amount of it is this amount of money, from "A" to "F" .

The second calculating unit, for each corporation deposit in the target period T _1, summing the deposit amount of the corporation for the past period T ₂ ( "87" in FIG. 8). Hereinafter, the combined transaction amount is referred to as the total deposit amount in the past period. The second calculation unit, corporation deposit in the target period T ₁ is, in the past period T _2, when performing a transaction of multiple, to calculate the total amount was credited with these multiple transactions. In the example illustrated in FIG. 8, “A” deposited in the target period T ₁ is deposited in “B”, “C”, and “F” in the past period T ₃ . The second calculation unit calculates the total deposit amount of “A” in these transactions.

  The second calculation unit divides the past-period deposit amount from the receiving corporation to each recipient corporation by the total past-period deposit amount, thereby calculating the past-period deposit share from the recipient corporation to each recipient corporation. Calculate (“87” in FIG. 8). In the example illustrated in FIG. 8, the first calculation unit calculates the ratio of the past period deposit amount from “A” to “B”, “C”, and “F” to the past period deposit amount. The past period deposit share of each of “B”, “C” and “F” is calculated from “A”.

Corporate extracting unit 68, among the combinations of corporate and receiving corporate deposit side of each payment made to the target period T _1, the ratio calculated by the first calculating section (target period payment share) is first A corporation on the payment side of a combination that is not less than a reference value (for example, 15%) and whose ratio (payment share in the past period) calculated by the second calculation unit is not more than the second reference value (for example, 10%). It is extracted as a corporation that was credited to new customers in the target period T _1. For example, in the example shown in FIG. 7 and FIG. 8, “A” deposited within the target period T ₁ satisfies the above conditions for the transaction with “E”, so the corporation extraction unit 68 has deposited the new business partner. As a corporation, “A” is extracted. The first reference value and the second reference value may be fixed values or variable values.

  Further, for example, the corporation extracting unit 68 may extract a corporation based on information indicating the scale or type of business of each corporation. For example, the corporation extraction unit 68 excludes a record in which the scale or industry of the corporation indicated by the client customer ID is a predetermined scale (for example, “large company”) or a predetermined industry (for example, “real estate business”) without extracting it. To do.

  Further, for example, the corporation extracting unit 68 may extract a corporation based on the main supplier information. For example, the corporation extracting unit 68 excludes the record indicated by the client customer ID without extracting the record that does not use the user of the corporate sales support system 1 as the main business partner. Note that the corporation extracting unit 68 may exclude the corporation indicated by the client customer ID without extracting a record whose main business partner is the user of the corporate sales support system 1.

Further, for example, the corporation extracting unit 68 may extract a corporation based on information indicating a point in time related to the output of sales support information. For example, the corporation extraction unit 68 excludes a record whose time point acquired by the time point acquisition unit 66 is the current period T ₄ (see FIG. 6) without extracting it.

The current month period T ₄ is a period determined based on the current time t ₀ , and is, for example, a certain period after the time point fifth time before the current time t ₀ (fifth time> first time). In the present embodiment, from the beginning of the month of the month at the present time t _0, the period prior to the present time t _0, which corresponds to the current month period T _4. For example, if the current time t ₀ when the batch is executed is “December 20, 2012”, the current month period T ₄ is “0:00 December 19, 2012” from midnight of “December 1, 2012”. ”Until 12:00. In other words, corporations that have already output sales support information in the month when the batch is executed are excluded from being extracted because they are not required to be output again.

[1-2-6. Sales support information output section]
When a corporation is extracted by the corporation extraction unit 68, the sales support information output unit 70 outputs sales support information for supporting sales to the extracted corporation. The sales support information output unit 70 updates the content of the support result information based on the output result of the sales support information.

  FIG. 9 is a diagram illustrating an example of sales support information. As shown in FIG. 9, the sales support information includes the name of the corporation extracted by the corporation extraction unit 68 and a message indicating the business contents to be applied to the corporation (for example, the business contents to the corporation that has been credited to the new business partner). including. It is assumed that data necessary for generating sales support information is stored in the data storage unit 60.

  For example, the sales support information output unit 70 determines whether the corporation extracted by the corporation extraction unit 68 is the main business partner of the user of the business sales support system 1 based on the main business partner information. It may be. The sales support information output unit 70 determines contents to be output as sales support information based on the determination result. For example, a message (for example, “70A” in FIG. 9) when the corporation extracted by the corporation extraction unit 68 is a main business partner, and a message when the corporation extracted by the corporate extraction unit 68 is not a main business partner. (For example, “70B” in FIG. 9) is prepared, and the sales support information output unit 70 determines which message is included in the sales support information.

  For example, the sales support information output unit 70 operates to the corporation extracted by the corporation extraction unit 68 based on the information indicating the scale of each corporation and the information indicating the scale of the corporation that each sales representative should operate. You may make it identify the sales representative who should be. The information indicating the size of the corporation that each sales representative should operate is, for example, data in a table format that associates each sales representative with the size of the corporation that should operate, and is stored in the data storage unit 60. . The sales support information output unit 70 outputs sales support information to the specified sales staff. That is, the sales support information output unit 70 may determine an output destination (distribution destination) of the sales support information according to the scale of the corporation extracted by the corporation extraction unit 68.

  For example, a corporation of “medium company” is associated with a sales office, and a corporation of “small company” is associated with a concentration center. In this case, the sales support information output unit 70 distributes sales branch information (for example, “70A” and “70B” in FIG. 9) for the corporation of “medium company” to the sales office terminal 40, and the “small business” Business branch information for corporations (for example, “70C” in FIG. 9) is distributed to the centralized center terminal 50.

[1-3. Processing executed in embodiment 1]
FIG. 10 is a diagram illustrating an example of processing executed in the corporate business support system 1 according to the first embodiment. The processing illustrated in FIG. 10 is realized by the control unit 11 executing a program stored in the storage unit 12. For example, every time the execution timing of a batch registered by the administrator of the corporate sales support system 1 in the server device 10 arrives, each process described below is executed.

  As shown in FIG. 10, the control unit 11 first acquires corporate settlement information from the database server 20 (S1). The control unit 11 specifies the inter-company transaction, the specific type of transaction, and the canceled transaction, and extracts records other than the specified record (S2).

Control unit 11, based on the account date of each record extracted in S2, and records the account date is the target period T _1, and Record account date is the reference period T _3, accounts date in the past period T ₂ It is divided into a certain record (S3).

Controller 11 accounts date with reference to the record that is a target period T _1, for each combination of corporate and receiving corporate deposit side of the target period T _1, to calculate the period deposit amount (S4). In S4, the control unit 11 calculates the deposit amount for the target period by summing up the transaction amounts using the client customer ID and recipient customer ID as keys ("82" in FIG. 7).

Control unit 11 refers to the record of the account date is a reference period T _3, by each corporation to deposit the target period T _1, to calculate the reference period payment total in the reference period T ₃ (S5). In S5, the control unit 11 calculates the reference period total deposit amount by summing up the transaction amounts using the client ID of the client as a key (“84” in FIG. 7).

Controller 11 accounts date with reference to the record in the past period T _2, for each combination of corporate corporate and recipient of the payment side in the last period T _2, to calculate a past period payment share (S6). In S6, the control unit 11 calculates the deposit amount in the past period by summing up the transaction amounts using the client customer ID and the recipient customer ID as keys. Further, the control unit 11 calculates the total deposit amount in the past period by summing up the transaction amounts using the client ID of the client as a key. Then, the control unit 11 calculates the past period deposit share by dividing the past period deposit amount by the past period deposit amount (“87” in FIG. 8).

  Based on the processing contents of S4 to S6, the control unit 11 performs data combination of the records divided in S3 (S7). FIG. 11 is a diagram illustrating an example of data combined in S7. As shown in FIG. 11, in the combined data, a client customer ID, a recipient customer ID, a target period deposit amount, a reference period deposit total amount, and a past period deposit share are stored (88 in FIG. 11).

  Based on the calculation result of S4 and the calculation result of S5, the control unit 11 calculates the target period deposit share and assigns it to the data combined in S7 (S8). In S8, the control unit 11 calculates the target period deposit share by dividing the target period deposit amount by the reference period total deposit amount (89 in FIG. 11).

  The control unit 11 refers to the corporate basic information and assigns the client information to the data of S8 (S9). In S9, the control unit 11 assigns basic information of a record that matches the client customer ID among the records of the corporate basic information (90 in FIG. 11).

The control unit 11 refers to the support result information and assigns the current month distribution status to the data of S9 (S10). In S10, the control unit 11, the delivery date of the support result information to extract records of the period T ₄ month. Then, the control unit 11 sets “1” to “delivered in the current month” by using the client ID of the client and the customer ID of the receiver (91 in FIG. 11).

  The control unit 11 extracts a record that matches the first extraction condition (S11), generates sales support information including a message for the main business partner ("70A" in FIG. 9), and stores it in the sales office terminal 40. Distribute (S12). The first extraction condition is a condition for extracting a corporation of a main business partner to be operated by a sales representative in a sales store. For example, it is not distributed in the current month, the deposit share for the target period is equal to or higher than the first reference value, the past transaction share is equal to or lower than the second reference value, the scale code is medium-sized, the industry code is other than the real estate business, It is set as a 1st extraction condition that it is a main customer.

  The control unit 11 extracts a record that matches the second extraction condition (S13), generates sales support information including a message (“70B” in FIG. 9) for the non-major business partner, and stores the sales office terminal 40. (S14). The second extraction condition is a condition for extracting a corporation of a non-major business partner to be operated by a sales representative of a sales store. For example, the second extraction condition is a condition in which “being a main business partner” is changed to “being a non-main business partner” among the first extraction conditions.

  The control unit 11 extracts records that match the third extraction condition (S15), generates sales support information including a message for the centralized center ("70C" in FIG. 9), and distributes it to the centralized center terminal 50 (S16). The third extraction condition is a condition for the corporation in charge of the centralized center to extract a corporation to be operated. For example, it has not been distributed in the current month, the deposit share for the target period is greater than or equal to the first reference value, the past transaction share is less than or equal to the second reference value, the scale code is a small company, and the industry code is other than the real estate business Is set as the third extraction condition.

  The control unit 11 updates the support result information based on the distribution results of S12, S14, and S16 (S17), and ends this process. In S17, the control unit 11 stores the client customer ID, recipient customer ID, current time, distribution event (in this case, payment to a new customer), and distribution type (distribution) stored in the extracted record. Destination and distribution contents) are stored in the support result information.

  According to the corporate sales support system 1 described above, it is possible to perform sales support for sales representatives by extracting a corporation paid to a new business partner and outputting sales support information. For this reason, for example, it is possible to effectively conduct sales to a corporation that has started a new business, developed a new product, and acquired a new customer.

  In addition, by taking into account the share of deposits in the target period and the share of deposits in the past period, for example, even if a deposit has been made to a partner who has never made a deposit in the past, if the corporation has a low recent share for the depositing corporation, it will operate It can be excluded from the subject because the necessity is low. In addition, for example, even if it is a partner who has made a deposit in the past, if it is a corporation with a low share in the past for the corporation on the deposit side, it can be made a business object because it is highly necessary to conduct business. Further, by excluding inter-company transactions, specific types of transactions, and canceled settlements, unnecessary records are not extracted. Furthermore, by calculating the share in a state where these records are excluded, the share of each corporation can be calculated more accurately.

  In addition, by using the size and type of business as an extraction condition, the size or type of business that does not need to be operated can be excluded. In addition, by setting whether or not it is a major customer as an extraction condition, it is possible to extract only a major customer or only a non-major customer. Moreover, more effective sales support can be performed by changing the sales support information depending on whether or not the main business partner is. In addition, corporations that have recently output business support information can be excluded because they are unlikely to be output again. In addition, more effective sales support can be performed by changing the delivery destination according to the scale of the corporation.

[2. Second Embodiment]
Next, another embodiment of the corporate sales support system 1 will be described. The corporate business support system 1 according to the second embodiment identifies a corporation that has received payment from a new business partner. Note that the hardware configuration of the corporate sales support system 1 is the same as that of the first embodiment, and a description thereof will be omitted. The functional block diagram of the second embodiment is the same as that of the first embodiment. However, the contents described in the first embodiment as the process related to the depositing corporation are executed in the second embodiment as the processes related to the receiving corporation. The

[2-1. Corporate Extraction Unit of Embodiment 2]
In the second embodiment, the processing of the corporation extracting unit 68 is mainly different from the first embodiment. For example, the corporation extracting unit 68 according to the second embodiment has a second specific type of transactions (for example, “transfer general” with a communication type “1022”) that is less than the first specific type (the type described in the first embodiment). , “1122” “Payment General”, “1054” “Transfer National Treasury”, “1154” “Payment National Treasury”, “1074” “Payment”, and “1174” “Payment” You may make it exclude transactions other than "." Thus, the extraction conditions for specific commercial transactions may be different between the case of extracting a corporation that has received money from a new business partner and the case of extracting a corporation that has received money from a new business partner.

  The corporation extraction unit 68 of the second embodiment includes a third calculation unit and a fourth calculation unit. The third calculation unit executes the same process as that of the first calculation unit for the receiving corporation, and the fourth calculation unit executes the same process as that of the second calculation unit for the receiving corporation.

Third calculation section, for each combination of corporate corporate and receiving payment side of each payment made to the target period T _1, for receiving the total amount of corporation of the receiving side in the reference period T _3, period proportion of receiving the total amount of such recipient corporation from corporation of the deposit side of the T ₁ (hereinafter, referred period receive share.) is calculated.

FIG. 12 is an explanatory diagram for explaining a method of calculating the target period receipt share by the third calculation unit. For convenience of explanation, a data storage example of corporate settlement information is different from FIG. First, the third calculation unit refers to the account date of each record (“100” in FIG. 12) from which the specific commercial transaction is extracted. The first calculation unit accounts date extracts a record is within the target period T _1, identifies a combination of client's customer ID and recipient customer ID ( "101" in FIG. 12).

Third calculation section, for each corporation which has received the deposit in the target period T _1, sums the transaction amount for each corporation deposit side which is credited to the corporation ( "102" in FIG. 12). Hereinafter, the summed transaction amount is referred to as a target period receipt amount. If juridical person who has a deposit in the target period T ₁ is received a plurality of times of payment from a corporation, the third calculation unit calculates the total of the transaction of the plurality of times as interest capitalization from corporate the one.

For example, in the example shown in FIG. 12, “A” has received two deposits from “E” in the target period T ₁ , and therefore the sum of these two receipts is from “E”. Calculated as the amount received during the target period for “A”. In addition, since “A” has received a deposit from “F” once in the target period T ₁ , this amount is directly calculated as the amount received in the target period from “F” to “A”.

The third calculating unit refers to accounts date for each record that a particular transaction is extracted ( "100" in FIG. 12), extracts the account date is that within the reference period T ₃ records requester customer A combination of ID and recipient customer ID is specified (“103” in FIG. 12). Here, only the corporate records that received money in the target period T ₁ is extracted.

The third calculating unit, for each corporation which has received the deposit in the target period T _1, sums the transaction amount of the corporation in the reference period T ₃ ( "104" in FIG. 12). Hereinafter, the combined transaction amount is referred to as the total amount received during the reference period. When the corporation that received the payment within the target period T ₁ has made a plurality of transactions in the reference period T ₃ , the third calculation unit calculates the total amount received of these multiple transactions. In the example illustrated in FIG. 12, “A” that has received money in the target period T ₁ has received money from “B” and “C” in the reference period T ₃ . The third calculation unit calculates the total amount received for these two transactions.

  The third calculation unit divides the amount received during the target period from each depositing corporation received by the receiving corporation by the total amount received during the base period, thereby providing a target for each receiving corporation received by the receiving corporation. The period share is calculated (“105” in FIG. 12). In the example illustrated in FIG. 12, the third calculation unit calculates “E” by calculating the ratio of the amount received during the target period received from each of “E” and “F” to the reference period total received amount. And “F” for each target period.

Fourth calculation unit, for each combination of corporate and receiving corporate deposit side of each payment made to the target period T _1, for receiving the total amount of corporation of the receiving side in the last period T _3, the past period T _3, the ratio of the total receipt amount of the receiving corporation from the depositing corporation (hereinafter referred to as the past period receipt share) is calculated.

FIG. 13 is an explanatory diagram for explaining a calculation method of past transaction shares by the fourth calculation unit. For convenience of explanation, a data storage example of corporate settlement information is different from FIG. As illustrated in FIG. 13, first, the fourth calculation unit refers to the account date of each record from which the specific commercial transaction is extracted (“100” in FIG. 13). Fourth calculation section accounts date extracts a record is within the past period T _2, to identify the combination of client's customer ID and recipient customer ID ( "106" in FIG. 13). Here, only the corporate records that received money in the target period T ₁ is extracted.

Fourth calculation section, for each corporation which has received the deposit in the target period T _1, sums the transaction amount for each corporation deposit side which is credited to the corporation in the past period T ₂ ( "107" in FIG. 13). Hereinafter, the combined transaction amount is referred to as the past period receipt amount. If juridical person who has a deposit in the target period T ₁ is received a deposit multiple from one corporation in the past period T _2, the fourth calculating portion, as interest totaling from corporate the one deposit of the plurality of times Calculate the total amount.

For example, in the example shown in FIG. 13, since “A” has received multiple payments from “B” or “C” in the past period T ₂ , the sum of these transaction amounts is “A”. "Is calculated as the amount received in the past period received from" B "or" C ". Further, “A” is calculated as the amount received in the past period from “F” to “A” as it is when the deposit is received only once from “F” in the past period T ₂ . .

The fourth calculating unit, for each corporation which has received the deposit in the target period T _1, sums the transaction amount of the corporation for the past period T ₂ ( "107" in FIG. 13). Hereinafter, the combined transaction amount is referred to as the total amount received in the past period. When the corporation that received the payment within the target period T ₁ has made a plurality of transactions in the past period T ₂ , the fourth calculation unit calculates the total amount received by the plurality of transactions. In the example illustrated in FIG. 13, “A” received in the target period T ₁ has received deposits from “B”, “C”, and “F” in the past period T ₂ . The fourth calculation unit calculates the total amount received of “A” in these transactions.

  The fourth calculation unit divides the amount received in the past period from each depositing corporation received by the receiving corporation by the total amount received in the past period, thereby obtaining the past of each receiving corporation received by the receiving corporation. The period share is calculated (“107” in FIG. 13). In the example illustrated in FIG. 13, the fourth calculation unit calculates the ratio of the amount received in the past period received from each of “B”, “C”, and “F” by “A” to the total amount received in the past period, The received shares in the past period of “B”, “C”, and “F” are calculated.

Corporate extracting unit 68, among the combinations of corporate and receiving corporate deposit side of each payment made to the target period T _1, the ratio calculated by the third calculation section (target period receive shares) third A corporate entity on the receiving side of a combination that is equal to or higher than a reference value (for example, 15%) and whose ratio (the share received in the past period) calculated by the fourth calculation unit is equal to or less than the fourth reference value (for example, 10%). It is extracted as a corporation that has received the payment from new customers in the target period T _1. For example, in the example shown in FIG. 12 and FIG. 13, “A” that received the payment within the target period T ₁ satisfies the above condition for the transaction with “E”, so “A” is extracted as the corporation that received the deposit. Note that the third reference value and the fourth reference value may be fixed values or variable values.

[2-2. Processing executed in embodiment 2]
FIG. 14 is a diagram illustrating an example of processing executed in the corporate sales support system 1 according to the second embodiment. The process shown in FIG. 14 is a process corresponding to the process described in FIG. Hereinafter, only different parts will be described.

  S21 to S23 are the same as S1 to S3, respectively. However, the commercial transaction extraction conditions used in S22 are different from the extraction conditions in S2. In S22, a second type of transaction that is less than the first type of transaction used in S2 is excluded.

Controller 11 accounts date with reference to the record that is a target period T _1, and calculates the receive total for each customer for each corporation which has received the deposit in the target period T ₁ (S24). In S24, the control unit 11 calculates the amount received during the target period by summing up the transaction amounts using the recipient customer ID and client customer ID as keys ("102" in FIG. 12).

Control unit 11 refers to the record of the account date is a reference period T _3, by each corporation which has received the deposit in the target period T _1, and calculates the reception total in the reference period T ₃ (S25). In S25, the control unit 11 calculates the reference period total amount by summing the transaction amounts using the recipient customer ID as a key ("104" in FIG. 12).

Controller 11 accounts date with reference to the record in the past period T _2, to calculate a past period receive share (S26). In S26, the control unit 11 calculates the amount received in the past period by summing up the transaction amounts using the recipient customer ID and the client customer ID as keys. Further, the control unit 11 calculates the total receipt amount in the past period by summing up the transaction amounts using the recipient customer ID as a key. Then, the control unit 11 calculates the past period receipt share by dividing the past period receipt amount by the past period receipt amount ("107" in FIG. 13).

  Subsequent S27 to S37 are the same as S7 to S17. For example, the first extraction condition to the third extraction condition similar to those in the first embodiment may be used, or other extraction conditions may be used. In S32, S34, and S36, sales support information including a message indicating receipt of payment from a new business partner is generated. In S <b> 37, “payment from new business partner” is stored in the “delivery event” of the support result information.

  According to the corporate business support system 1 of the second embodiment, the business support for the sales staff can be performed by extracting the corporate body that has received the payment from the new business partner and outputting the business support information. For this reason, for example, it is possible to effectively conduct sales to a corporation that has started a new business, developed a new product, and acquired a new customer.

  In addition, by taking into account the target period share and the past period share, for example, even if it receives money from a partner who has never received money in the past, even if it is a corporation with a low recent share for the receiving corporation. Therefore, it can be excluded from the target because it is less necessary to operate. In addition, for example, even if it is a partner who has received payment in the past, if it is a corporation with a low past share for the corporation on the receiving side, it can be made a business object because it is highly necessary to conduct business. In addition, by extracting more commercial transactions than in the first embodiment, it is possible to prevent specific deposits (for example, deposits from countries and local governments associated with public works entrustment) from being excluded from business.

[3. Modified example]
The present invention is not limited to the embodiment described above. Modifications can be made as appropriate without departing from the spirit of the present invention.

  For example, Embodiments 1 and 2 may be combined. The corporation extracting unit 68 may extract at least one of a corporation that has received money from a new business partner and a corporation that has received money from the new business partner. In other words, the corporation extraction unit 68 may extract only one of them, or may extract both.

Further, for example, a batch registered in the server device 10 may be executed every day at a predetermined time, or may not be executed every day. The batch may be executed at an arbitrary timing (for example, once a week or once a month). Similarly, the target period T ₁ , the past period T ₂ , the reference period T ₃ , and the current month period T ₄ may be changed as appropriate according to the execution timing of the batch, and the lengths of these periods may be changed as appropriate. It is. For example, if the batch is run once a week, period T ₁ may be a one week since the last batch is performed up to the present time.

Further, for example, the case where the corporation extracting unit 68 extracts the corporation by calculating the share of each corporation has been described, but the corporation is extracted based on the combination of the corporation on the payment side and the corporation on the receiving side in each settlement. That's fine. For example, the corporation extracting unit 68 receives a payment from a corporation or a new business partner who has received money from a new business partner when the above combination that is not included in the settlement of the previous period T ₂ is included in the settlement of the target period T _1. You may make it extract as a corporation which received.

  In addition, for example, the condition when the corporation extracting unit 68 extracts a corporation is not limited to the above example. A part of each condition described above may be omitted. Further, the extraction condition of the corporation may be a predetermined condition, and may be a condition whether or not a transaction of a certain amount or more is performed. Furthermore, the corporation extracting unit 68 may change the conditions for extracting the corporation that has received money from the new business partner and the corporation that has received the money from the new business partner. For example, the corporation extracting unit 68 may change the condition by an operation of an administrator, or may change the condition according to a transaction status between corporations. For example, the first reference value and the second reference value may be variable depending on the corporation on the depositing side (for example, the scale or the type of industry), and the third reference value and the fourth reference value may be the receiving corporation. It may be variable according to (for example, scale or type of business). Further, for example, the depositing corporation, the receiving corporation, and the communication type may be specified from a character string included in the corporate settlement information instead of a code. The sales support information output unit 70 may change the message indicated by the sales support information according to the corporation extracted by the corporation extraction unit 68.

  In the above description, the case where the sales support information is distributed to the branch office terminal 40 and the centralized center terminal 50 has been described. However, the sales support information may be distributed to other computers. Further, for example, the sales support information may be distributed in an e-mail format, or may be output by a printer or the like. Further, for example, the essential functions in the corporate sales support system 1 are the corporate settlement information acquisition unit 62, the corporate extraction unit 68, and the sales support information output unit 70 among the above-described functions, and other functions are omitted. May be. For example, although the case where a plurality of computers are included in the corporate sales support system 1 has been described, the corporate sales support system 1 may be realized by a single computer.

DESCRIPTION OF SYMBOLS 1 Corporate sales support system, 10 Server apparatus, 11 Control part, 12 Storage part, 13 Communication part, 20 Database server, 30 Headquarters terminal, 40 Branch office terminal, 50 Concentration center terminal, 60 Data storage part, 62 Corporate payment information acquisition parts, 64 corporate basic information obtaining unit, 66 time acquisition unit, 68 businesses extractor, 70 sales support information output unit, _{T 1} period, _{T 2} past period, _{T 3} reference period, _{T 4} month period.

Claims (12)

A corporate sales support system that supports sales to a corporation by a sales representative,
Means for acquiring stored contents of means for storing corporate payment information indicating payment made between legal entities;
A means for extracting a corporation to be operated from among corporations related to each settlement indicated by the corporate settlement information, and for each combination of a receiving corporation and a receiving corporation for each settlement performed within a target period , Calculate the total amount of transactions between the depositing corporation and the receiving corporation during the applicable period, and the receiving corporation and the receiving party of each settlement made within the past period before the applicable period. For each combination of legal entities, the total amount of transactions between the depositing legal entity and the receiving legal entity in the past period is calculated , and the legal entity deposits the new business partner within the target period, and the target period. A corporation extracting means for extracting at least one of the corporation that received the payment from the new business partner,
When a corporation is extracted by the corporation extraction means, sales support information output means for outputting sales support information for supporting sales to the extracted corporation;
A corporate sales support system characterized by including: The corporation extracting means is
For each combination of the receiving corporation and the receiving corporation of each settlement made within the target period, the total amount of the depositing corporation in the reference period from the receiving corporation in the target period A first calculating means for calculating a ratio of the total deposit amount to the receiving corporation;
For each combination of a receiving corporation and a receiving corporation for each settlement made within the target period, the total amount of the depositing corporation in the past period from the receiving corporation in the past period A second calculating means for calculating a ratio of the total deposit amount to the receiving corporation;
Including
The ratio calculated by the first calculation means out of the combination of the depositing corporation and the receiving corporation of each settlement made within the target period is equal to or greater than a first reference value, and the second calculation Extracting a corporation on the payment side of the combination whose ratio calculated by the means is equal to or less than the second reference value as a corporation that has received the new customer within the target period,
The corporate sales support system according to claim 1. The corporation extracting means is
For each combination of the receiving corporation and the receiving corporation for each settlement made within the target period, the total amount received by the receiving corporation in the base period from the receiving corporation in the target period A third calculating means for calculating a ratio of the total amount received by the receiving corporation;
For each combination of the receiving corporation and the receiving corporation of each settlement made within the target period, the total amount received by the receiving corporation in the past period from the receiving corporation in the past period. A fourth calculating means for calculating a ratio of the total amount received by the receiving corporation;
Including
The ratio calculated by the third calculation means out of the combination of the depositing corporation and the receiving corporation of each settlement made during the target period is equal to or greater than a third reference value, and the fourth calculation Extracting a corporation of a receiver of a combination whose ratio calculated by means is equal to or less than a fourth reference value as a corporation that has received a deposit from a new customer within the target period;
The corporate sales support system according to claim 1 or 2. The corporation extracting means is
Excluding at least one of transactions between the same corporation, a specific type of transaction, and a transaction canceled after registration in the corporate settlement information, among the settlements indicated by the corporate settlement information. Based on each settlement made, extract at least one of a corporation that received money from a new business partner within the target period and a corporation that received money from a new business partner during the target period,
The corporate sales support system according to any one of claims 1 to 3. The corporation extracting means is
Means for excluding the first specific type of transaction from among the settlements indicated by the corporate settlement information, and extracting a corporation that has been credited to a new business partner within the target period, based on the excluded settlements;
Out of each payment indicated by the corporate payment information, a second specific type of transaction that is less than the first specific type is excluded, and based on each excluded payment, a new customer is added within the target period. A means to extract the legal entity that received the deposit,
The corporate sales support system according to claim 4, comprising: The corporation extracting means is
Based on information indicating a point in time related to the output of the sales support information, at least one of a corporation that has received money from a new business partner during the target period and a corporation that has received money from the new business partner during the target period. Extract,
The corporate business support system according to any one of claims 1 to 5. The corporation extracting means is
Based on information indicating the size or type of business of each corporation, at least one of a corporation that has received money from a new business partner within the target period and a corporation that has received money from a new business partner within the target period is extracted. ,
The corporate sales support system according to any one of claims 1 to 6. The corporation extracting means is
A corporation that has made a payment to a new business partner within the target period based on information indicating whether the user of the business sales support system is the main business partner of each business that has made each settlement indicated by the corporate settlement information. And at least one of a corporation that received payment from a new business partner within the target period,
The corporate sales support system according to any one of claims 1 to 7. The sales support information output means includes:
Based on information indicating whether or not the user of the corporate sales support system is a main business partner of each corporation that has made each settlement indicated by the corporate settlement information, the user of the corporate sales support system extracts the corporate Including means for determining whether or not it is a main business partner of the corporation extracted by the means, and based on the determination result of the means, determine the content to be output as the sales support information,
The corporate sales support system according to any one of claims 1 to 8. The corporate sales support system supports each sales of a plurality of sales representatives,
The sales support information output means includes:
Based on information indicating the scale of each corporation and information indicating the scale of the corporation to which each sales representative should operate, including means for identifying the sales representative to be operated by the corporation extracted by the corporation extracting means, Outputting the sales support information to the identified sales representative,
The corporate sales support system according to any one of claims 1 to 9. Corporate sales support method using a computer that supports sales to a corporation by a sales representative,
Acquiring the storage content of the means for storing the corporate settlement information indicating the settlement performed between the corporations,
The computer is a step of extracting a corporation to be operated from among corporations related to each settlement indicated by the corporation settlement information, and includes a payment-side corporation and a receiving-side corporation of each settlement performed within a target period. For each combination , the total amount of transactions between the receiving legal entity and the receiving legal entity for the relevant period is calculated, and the incoming legal entity for each settlement made within the past period before the relevant period. For each combination of the receiving legal entity and the receiving legal entity, the total amount of transactions between the receiving legal entity and the receiving legal entity in the past period is calculated. A corporation extraction step of extracting at least one of a corporation that has received a deposit from a new business partner within the target period;
When the corporation is extracted by the corporation extraction step , the computer outputs a sales support information for outputting sales support information for supporting sales to the extracted corporation; and
Corporate sales support method characterized by including. A computer that supports sales to the corporation by sales representatives,
Means for acquiring stored contents of means for storing corporate settlement information indicating settlement performed between legal entities;
A means for extracting a corporation to be operated from among corporations related to each settlement indicated by the corporate settlement information, and for each combination of a receiving corporation and a receiving corporation for each settlement performed within a target period , Calculate the total amount of transactions between the depositing corporation and the receiving corporation during the applicable period, and the receiving corporation and the receiving party of each settlement made within the past period before the applicable period. For each combination of legal entities, the total amount of transactions between the depositing legal entity and the receiving legal entity in the past period is calculated , and the legal entity deposits the new business partner within the target period, and the target period. A legal entity extraction means for extracting at least one of a legal entity that received a deposit from a new business partner,
Sales support information output means for outputting sales support information for supporting sales to the extracted corporation when the corporation is extracted by the corporation extraction means;
Program to function as.

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