JP6785462B2 - Sales support system - Google Patents

Description

The present invention relates to a sales support system.

A sales support system has been conventionally used (see, for example, Patent Document 1).

Among such sales support systems, there is a system including a plan creation server and a terminal device connected to the plan creation server.

The plan creation server combines the individual display such as the list of selected equipment and the price list and the selected equipment based on the data of the equipment selected from the options input from the input device. A basic layout drawing showing the completed state is automatically created. The planner can operate the terminal device based on the customer's request to show the customer a plan consisting of individual display and basic layout drawing.

JP-A-2010-20709

However, in the above sales support system, only basic layout drawings can be used.

The present invention has been invented in view of the above-mentioned conventional problems, and an object of the present invention is to provide a sales support system in which layout drawings other than the basic layout drawings can be extracted from the layout drawing database. ..

The sales support system according to the present invention includes a plan creation server and a layout drawing database connected to the plan creation server. The plan creation server displays the selected equipment individually and displays the selected equipment individually based on the data of the equipment selected from the options input from the input device of the terminal device connected to the plan creation server. A basic layout drawing showing a state in which the selected equipments are combined is automatically created and output to the output device of the terminal device. The layout drawing database can store a newly created layout drawing different from the basic layout drawing and data for search information associated with the newly created layout drawing, and the layout drawing can be stored. In the database, a layout drawing satisfying the search condition is extracted from the stored layout drawing including the newly created layout drawing based on the data of the search information input from the input device, and the extracted layout drawing is extracted. The layout drawing is output to the output device, and if there is a request for equipment change regarding the extracted layout drawing, the extracted layout drawing is sent to the plan creation server, and the equipment change is performed by the plan creation server. This is done to modify the extracted layout drawing.

In the present invention, layout drawings other than the basic layout drawings can be extracted from the layout drawing database.

FIG. 1 is a configuration diagram of a sales support system of one embodiment. FIG. 2 is an explanatory diagram showing a list (individual display) in a specific example of one embodiment. FIG. 3 is an explanatory diagram showing an estimate (individual display) in a specific example of one embodiment. FIG. 4 is an explanatory diagram showing a layout drawing in a specific example of one embodiment. FIG. 5 is a flow chart showing a main flow for creating a plan in one embodiment. FIG. 6 is a flow chart showing a main flow of the layout drawing database in one embodiment. FIG. 7 is a diagram showing a screen displayed on the output device in a specific example of the embodiment. FIG. 8 is a diagram showing a screen displayed on the output device in a specific example of the embodiment. FIG. 9 is a diagram showing a screen displayed on the output device in a specific example of one embodiment. FIG. 10 is a diagram showing a screen displayed on the output device in a specific example of one embodiment. FIG. 11 is a diagram showing a screen displayed on the output device in a specific example of one embodiment. FIG. 12 is a diagram showing a screen displayed on the output device in a specific example of one embodiment.

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

The sales support system of the present embodiment is mainly for residential use, and is a system that supports a planner who is a sales person to propose a plan based on a customer's request.

As shown in FIG. 1, the sales support system 1 includes a plan creation server 10, a layout drawing database 2, and a terminal device 3 connected to the plan creation server 10 through a communication line 4. The plan is a plan for installing equipment such as a kitchen in a room. The plan is mainly based on the individual display 5 (list 51, estimate 52) of the equipment to be arranged in the room shown in FIGS. 2 and 3, and the layout drawing 6 in the state where the equipment is combined as shown in FIG. Is composed.

As shown in FIG. 1, the plan creation server 10 includes a communication unit 11 including a transmission unit and a reception unit. The plan creation server 10 transmits / receives data to / from the terminal device 3 through the communication line 4 by the communication unit 11.

As shown in FIG. 1, the terminal device 3 includes a communication unit 33 including an input device 31, an output device 32, a transmitting unit, and a receiving unit. The terminal device 3 transmits / receives data to / from the plan creation server 10 through the communication line 4 by the communication unit 33.

FIG. 5 shows the main flow for creating a plan. The terminal device 3 makes an input for connection / activation in the input device 31 (S1), connects to the plan creation server 10 through the communication line 4, and activates the plan creation program (S2). The terminal device 3 includes a display device such as a liquid crystal as an output device 32. A screen based on the plan creation program is displayed (output) on the display device as appropriate. The planner inputs information on the customer's request as data from the input device 31 according to the guidance on the screen based on the plan creation program (S3). The information regarding the customer's request includes equipment selected by the customer from the options (see reference numerals 71 and 72 in FIG. 8) for installation in the room. Data related to the customer's request input from the input device 31 is transmitted from the terminal device 3 (S4) and received by the plan creation server 10 (S5).

The plan creation server 10 creates a plan based on the plan creation program and based on the data regarding the customer's request received from the terminal device 3 (S6).

The plan creation server 10 transmits the created plan data to the terminal device 3 (S7). The terminal device 3 receives the data (S8).

The terminal device 3 displays the plan received from the plan creation server 10 on the display device. If the plan displayed on the display device is not appropriate as a material for consideration by the customer, the corrected information regarding the customer's request is input as data from the input device 31 (S9). The data of the corrected information corresponding to the customer's request input from the input device 31 is transmitted from the terminal device 3 (S10) and received by the plan creation server 10 (S11).

The plan creation server 10 creates a modified plan based on the modified data regarding the customer's request received from the terminal device 3 based on the plan creation program (S12). The plan creation server 10 transmits the created modification plan data to the terminal device 3 (S13). The terminal device 3 receives the data (S14). The flow from (S9) to (S14) is repeated as appropriate.

If the plan displayed on the display device is suitable for the customer's consideration, the printer creates a printed matter of the plan. The planner makes an input for termination (S15), and the plan creation program ends (S16). The printed matter of the plan will be taken back by the customer for consideration.

Next, the plan will be described in more detail. The plan in the present embodiment shows the customer an individual display 5 of the equipment and a layout drawing 6 of the room in which the equipment is combined when the customer purchases the equipment and installs the equipment in the room.

First of all, large equipment such as kitchens, cupboards, dishwashers, and storage shelves can be mentioned. In addition, the equipment may include all various items such as kitchen counters, storage shelf doors, and other small parts. The equipment data is held by the plan creation program as internal data.

The individual display 5 of the equipment indicates the selected equipment. Specific examples include a list of selected equipment, a price list, a quotation, and the like. Further, the individual display 5 may include individual drawings or photographs of the equipment. The plan creation server 10 automatically creates the individual display 5 based on the data of the selected equipment based on the plan creation program.

The layout drawing 6 refers to a drawing including a front view, a development drawing consisting of a plan view, a cross-sectional drawing, and a part number list of each facility in which the selected facilities are combined. The plan creation server 10 automatically creates a layout drawing 6 in which a plurality of facilities are combined based on the data of the selected facilities based on the plan creation program. The layout drawing 6 automatically created based on the plan creation program is designated as the basic layout drawing 60.

Of the plans created based on the plan creation program, the individual display 5 is uniquely determined once the equipment to be purchased is determined, and the customer is rarely required to have a special one.

On the other hand, with respect to the layout drawing 6, there are originally no restrictions on the arrangement of equipment in the room, for example, the length of the kitchen counter can be changed according to the room, and which equipment can be combined in various cases. However, various layout drawings 6 can be considered. Since the basic layout drawing 60 has only a counter of a specific size, when trying to match the kitchen to the size of the room, the planner creates a new layout drawing 6 that is not in the basic layout drawing 60 according to the detailed request of the customer. It may be necessary to do so.

When the planner creates a new layout drawing 6, it is stored in the layout drawing database 2. As shown in FIG. 6, the data of the layout drawing 6 newly created by the planner is taken into the terminal device 3 and ready to be transmitted (S21), transmitted from the terminal device 3 (S22), and the plan creation server. Received at 10 (S23). The plan creation server 10 can connect to the layout drawing database 2 through the communication line 4. The data of the layout drawing 6 received by the plan creation server 10 is transmitted (S24), received by the layout drawing database 2 (S25), and stored in the layout drawing database 2 (S26). The layout drawing 6 may be directly connected to the layout drawing database 2 and transmitted from a CAD (Computer Aided Design) terminal or the like that created the layout drawing 6 without being transmitted from the terminal device 3 to the plan creation server 10. ..

Further, the planner inputs the search information to be linked to the data of the newly created layout drawing 6 as data from the input device 31 (S27). The data of the information to be linked is transmitted from the terminal device 3 (S28) and received by the plan creation server 10 (S29). The data of the information to be linked received by the plan creation server 10 is transmitted (S30) and received by the layout drawing database 2 (S31). Then, it is stored in the layout drawing database 2 in a state of being linked to the data of the corresponding layout drawing 6 (S32). The information to be linked may be transmitted and stored at the same time when the layout drawing 6 is transmitted to the layout drawing database 2.

In the layout drawing database 2, the layout drawing 6 is extracted by searching for the search information associated with the data of the layout drawing 6. In the search, the planner inputs a keyword or the like as search information for extracting the desired layout drawing 6 from the input device 31 (S33). Information such as keywords is transmitted from the terminal device 3 (S34) and received by the plan creation server 10 (S35). The search information data received by the plan creation server 10 is transmitted (S36) and received by the layout drawing database 2 (S37). Then, the layout drawing 6 that satisfies the search condition such as whether or not there is something that matches the information such as a keyword is extracted from the linked information (S38). The extracted layout drawing 6 is transmitted from the layout drawing database 2 (S39) and received by the plan creation server 10 (S40). The extracted data of the layout drawing 6 received by the plan creation server 10 is transmitted (S41), received by the terminal device 3 (S42), and displayed on the display device (S43).

By doing so, various layout drawings 6 are accumulated in the layout drawing database 2 while the planner proposes the plan many times. Then, when the planner newly needs to create the layout drawing 6 that reflects the customer's request, the planner first searches the layout drawing database 2. At this time, if the extracted layout drawing 6 is suitable as a material for consideration by the customer, the planner may use the extracted layout drawing 6.

If the extracted layout drawing 6 is not suitable as a material for consideration by the customer, the planner inputs the corrected information regarding the customer's request as data from the input device 31, and performs the same steps as in (S33) to (S43). repeat. Even if the same steps as in (S33) to (S43) are repeated, the planner may newly create the layout drawing 6 only when an appropriate layout drawing 6 is not successfully extracted as a material to be examined by the customer.

In this way, as the planner proposes many plans, many layout drawings 6 other than the basic layout drawing 60 are accumulated in the layout drawing database 2. After that, when the planner proposes a plan, when a layout drawing 6 other than the basic layout drawing 60 is required, the layout drawing 6 is searched from among many layout drawings 6. This makes it easier for the planner to obtain the desired layout drawing 6. When the planner obtains the desired layout drawing 6 from the layout drawing database 2, the planner does not need to create a new drawing, saves time and effort, and can quickly provide the layout drawing 6 to the customer.
(Concrete example)
A specific example of this embodiment will be described. In a specific example, the so-called Internet is used as the communication line 4. The plan creation server 10 is a so-called web server. A so-called personal computer is used as the terminal device 3. The terminal device 3 is installed in each of a large number of showrooms.

The planner accesses the plan creation server 10 from the terminal device 3, activates a website (plan creation program) related to the plan proposal, and displays it on the display device as the output device 32.

By operating the mouse as the input device 31, the planner puts the pointer on the "start" button 70 on the screen of the website shown in FIG. 7 and performs a click operation. This is simply pressing the "start" button 70, and the same applies to the other buttons below.

Next, on the screen of the website shown in FIG. 8, either the "kitchen" button 71 or the "cupboard" button 72 is pressed as equipment, and the "forward" button 73 is pressed. Here, the "kitchen" button 71 is pressed.

Next, on the screen of the website shown in FIG. 9, the layout type is selected. Here, the "I type" button 74 is pressed, and the "forward" button 75 is pressed.

Next, each member can be changed on the screen of the website shown in FIG. That is, when the previous "I-type" button 74 is pressed, the member corresponding to the "I-type" is selected as the initial setting, and the list of members is displayed on the screen shown in FIG. If the customer wishes to make a change, the planner presses buttons 76-87 on each member to make the change, and when the change is complete, presses the "forward" button 88.

Next, when the "Yes" button 89 is pressed in response to the question "Do you want to end planning?" On the screen of the website shown in FIG. 11, the list 51 and FIG. 3 shown in FIG. 2 are displayed as individual displays 5. The estimate 52 shown in FIG. 4 and the layout drawing 6 shown in FIG. 4 are created. The individual display 5 and the layout drawing 6 are displayed on the display device and can be printed by the printer.

The layout drawing 6 shown in FIG. 4 is a basic layout drawing 60 automatically created by the plan creation program. If the basic layout drawing 60 does not meet the customer's request, the planner searches the layout drawing database 2 for the layout drawing 6 that meets the customer's request. In a specific example, a search is possible as one of the functions achieved by the plan creation program, and the search is executed by a predetermined operation on the website regarding the proposal of the plan.

When searching, the planner inputs a keyword as information for search on the screen of the website shown in FIG. 12 with the keyboard, and then inputs the "search" button 90. The layout drawing 6 to which this keyword is linked is extracted. Further, for example, when a plurality of keywords are input, the layout drawing 6 is extracted, for example, the layout drawing 6 to which all the keywords are linked is extracted. The extracted layout drawing 6 can be displayed in a list on a display device and can be output by various methods.

When the layout drawing 6 that meets the customer's request is extracted, the plan ends after outputting the individual display 5 such as an estimate and the layout drawing 6.

If the layout drawing 6 that meets the customer's request is not extracted, the planner creates a new layout drawing 6. General-purpose CAD software may be used for creating the layout drawing 6, dedicated CAD software, or a device dedicated to drafting may be used. When the planner creates a new layout drawing 6 while the customer is in the showroom, he prints the layout drawing 6 and gives it to the customer. When the planner cannot create a new layout drawing 6 while the customer is in the showroom, the planner creates the layout drawing 6 and then delivers the printed layout drawing 6 to the customer by mail or the like.

Then, the data of the layout drawing 6 newly created by the planner is stored in the layout drawing database 2 together with the data of the search information to be linked. The information data for the search may be data such as comments from planners and customers, counter size, cupboard size, and size of installation location. Further, after the data of the layout drawing 6 and the information for searching is stored, the photograph of the kitchen created in the layout drawing 6 may be stored in the layout drawing database 2 by being linked to the layout drawing 6. After that, all planners who use the sales support system 1 including themselves can use the layout drawing 6 stored in the layout drawing database 2.

Further, after the planner proposes the layout drawing 6 to the customer, if the customer requests to change the equipment, the layout drawing 6 is sent to the plan creation server 10, the equipment is changed by the plan creation server 10, and the layout drawing 6 is used. Can also be modified.

In storing the layout drawing 6 and the information for searching in the layout drawing database 2, the administrator determines whether or not the layout drawing 6 is worth using after that, and only the valuable ones are stored. You may try to do it.

Hereinafter, various matters in the present embodiment will be further described.

The sales support system 1 is mainly described for residential use, but is not particularly limited to residential use. That is, if equipment in another field is adopted instead of housing equipment, it can be used as a sales support system 1 in another field. When the sales support system 1 is for residential use, the layout drawing 6 is very important, so that the effect is great.

The plan creation server 10 is a device (communication unit 11) for an interface for exchanging data between a device having a processor for executing a program and another device, and a storage device for storing data. It includes a device as a main component. That is, the plan creation server 10 realizes each function by executing the program on the computer. As the storage device, a storage device having a short access time such as a semiconductor memory and a large-capacity storage device such as a hard disk device are used in combination. The device provided with the processor may be an MPU (Micro Processing Unit) that is separate from the semiconductor memory, or a microcomputer (Micro Controller) that integrally includes the semiconductor memory.

The plan creation program and other programs for control and the like are provided in a state of being written in a ROM (Read Only Memory), or may be provided in a state of being written in a storage medium such as an optical disk. Further, the program may be provided through the communication line 4 such as the Internet, and the program may be written in the semiconductor memory constituting the plan creation server 10.

Further, the CAD software used for creating the layout drawing 6 may be incorporated in the plan creation program.

Further, as the basic layout drawing 60 automatically created by the plan creation program, the plan creation program may have in advance the data of the basic layout drawing 60 corresponding to all combinations of equipment as internal data. Further, the plan creation program may have the data of the drawings of the individual equipment as internal data, and may create the basic layout drawing 60 each time according to the combination of the selected equipment. Further, the plan creation program may be provided as external data instead of having the above data as internal data. Further, the data of the basic layout drawing 60 may be stored in the layout drawing database 2.

The individual display 5 created by the plan creation program is not limited to a list, a price list, and a quotation.

In addition to the individual display 5 and the layout drawing 6, the plan creation program may create a leaflet listing equipment (equipment). The leaflet of the equipment list contains an image of the color kitchen layout and an image of various equipment. This equipment list leaflet is automatically generated from the graphic data and equipment data stored in the layout drawing 6.

The communication line 4 is not particularly limited to the so-called Internet, networks such as WAN (Wide Area Network) and LAN (Local Area Network), telephone lines, and other dedicated lines. Further, the communication line 4 may be either wired or wireless, and is not limited.

Like the plan creation server 10, the layout drawing database 2 may have a computer whose main components are a device including a processor, a device for an interface, and a device for storage. In this case, the search from the terminal device 3 may be performed directly from the terminal device 3 to the layout drawing database 2 instead of through the plan creation server 10. Further, the layout drawing database 2 may consist of a storage device that does not have the computer but is connected to the plan creation server 10 by a dedicated line instead of through the communication line 4.

Instead of the plan creation program having the data of the equipment as internal data, a database of the equipment that stores the data of the equipment may be provided. In this case, the equipment database has a computer whose main components are a device having a processor, a device for an interface, and a device for storage, similarly to the layout drawing database 2. The equipment database is connected to the plan creation server 10 through the communication line 4. Further, the database of equipment does not have a computer as described above, but may be composed of a storage device connected to the plan creation server 10 by a dedicated line instead of the communication line 4.

The terminal device 3 may include an input device 31, an output device 32, and a communication unit 33 (transmission unit and reception unit), but substantially includes a computer. As the terminal device 3, in addition to a so-called personal computer, a so-called smartphone, a so-called tablet computer, or the like can be preferably used, and the terminal device 3 is not particularly limited. As the input device 31, a keyboard and a mouse can be preferably used, but a touch panel and the like can also be used, and the input device 31 is not particularly limited. As the output device 32, a display device such as a liquid crystal display device and a printer can be preferably used, and the output device 32 is not particularly limited.

Only one terminal device 3 may be connected to the plan creation server 10, but it is preferable that a plurality of terminals 3 are connected to the plan creation server 10 and used by a plurality of planners. As a result, a plurality of planners can enjoy the merit of using the sales support system 1, and the accumulation of the layout drawings 6 in the layout drawing database 2 is promoted.

The storage of the layout drawing 6 in the layout drawing database 2 may be performed as one function of the plan creation server 10 based on the plan creation program, or may be performed separately from the function of the plan creation server 10 based on the plan creation program. May be good.

The search for extracting the layout drawing 6 from the layout drawing database 2 may be performed as one function of the plan creation server 10 based on the plan creation program, or may be performed separately from the function of the plan creation server 10 based on the plan creation program. It may be done.

As the search information associated with the layout drawing 6 stored in the layout drawing database 2, the equipment selected for creating the layout drawing 6 may be used. As a result, the layout drawing 6 that meets the customer's request can be easily extracted.

When searching the layout drawing 6 from the layout drawing database 2, as the search information, a so-called free keyword for inputting a word or the like with a keyboard or an option of equipment may be used. Examples of this option include a "kitchen" indicated by the button 71, a "cupboard" indicated by the button 72, and various members indicated by the buttons 76 to 87. This allows the planner (or customer) to search by simply selecting from the options.

Of course, it is not the planner who directly creates the layout drawing 6, but another person who has received the intention of the planner. Further, it may be the customer himself / herself, not the planner, who performs various inputs from the input device 31.

As is clear from the above-described embodiment, the sales support system 1 of the first embodiment according to the present invention includes a plan creation server 10 and a layout drawing database 2 connected to the plan creation server 10. The plan creation server 10 individually displays the selected equipment based on the data of the equipment selected from the options input from the input device 31 of the terminal device 3 connected to the plan creation server 10. 5 and a basic layout drawing 60 showing a state in which the selected equipments are combined are automatically created and output to the output device 32 of the terminal device 3. The layout drawing database 2 can store a layout drawing 6 different from the basic layout drawing 60 and data for search information associated with the layout drawing 6. In the layout drawing database 2, the layout drawing 6 satisfying the search condition is extracted from the stored layout drawing 6 based on the data of the search information input from the input device 31, and the extracted layout drawing 6 is output. Output to the device 32.

According to the first aspect, as the planner proposes many plans, many layout drawings 6 other than the basic layout drawing 60 are accumulated in the layout drawing database 2. After that, when the planner proposes a plan, when a layout drawing 6 other than the basic layout drawing 60 is required, a search is performed from among many layout drawings 6 stored in the layout drawing database 2. become. This makes it easier for the planner to obtain the desired layout drawing 6. When the desired layout drawing 6 is obtained from the layout drawing database 2, the planner does not need to create a new drawing, saves time and effort, and can quickly provide the layout drawing 6 to the customer.

The sales support system 1 of the second form according to the present invention is an additional one, and is realized by combining with the first form. The sales support system 1 of the second form is characterized in that the plan creation server 10 is configured to be able to transmit and receive to and from each other through a plurality of terminal devices 3 and a communication line 4.

According to the second aspect, a plurality of planners use the sales support system 1, and the accumulation of the layout drawings 6 in the layout drawing database 2 is promoted.

The sales support system 1 of the third form according to the present invention is an additional one, and is realized by combining with the first form or the second form. In the sales support system 1 of the third form, the information of the equipment selected for creating the layout drawing 6 is stored in the layout drawing database 2 as the search information linked to the layout drawing 6. Used.

According to the third embodiment, the layout drawing 6 that meets the customer's request can be easily extracted.

1 Plan creation server 2 Layout drawing database 3 Terminal device 31 Input device 32 Output device 4 Communication line 5 Individual display 6 Layout drawing 60 Basic layout drawing

Claims (3)

Planning server and
The plan creation server includes a layout drawing database connected to the plan creation server, and the plan creation server is data of equipment selected from the options input from the input device of the terminal device connected to the plan creation server. Based on the above, the individual display of the selected equipment and the basic layout drawing showing the combined state of the selected equipment are automatically created and output to the output device of the terminal device. Yes,
The layout drawing database can store newly created layout drawings other than the basic layout drawings and data for search information associated with the newly created layout drawings.
In the layout drawing database, a layout drawing satisfying the search condition is extracted from the stored layout drawings including the newly created layout drawing based on the data of the search information input from the input device.
The extracted layout drawing is output to the output device.
If there is a request to change the equipment regarding the extracted layout drawing, the extracted layout drawing is sent to the plan creation server, the equipment is changed by the plan creation server, and the extracted layout drawing is modified. A sales support system characterized by this. The sales support system according to claim 1, wherein the plan creation server is configured to be able to transmit and receive to and from each other through a communication line with a plurality of the terminal devices. The sales support system according to claim 1 or 2, wherein the newly created layout drawing and the data of the linked search information are stored in the layout drawing database by an administrator. ..

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