JP7108246B1 - Apparatus, method and program for setting business negotiations - Google Patents

Abstract

Kind Code: A1 A device, method, and program for setting up business negotiations between an Internet service provider and a customer candidate through an agency, which improve efficiency more than ever before are provided. A device transmits negotiation information input screen display information in a negotiation setting flow. By storing the correspondence between the service to be negotiated and the calendar of one or more persons in charge of the service providing company of the service, it is possible to respond to the input of the service name as the negotiation information. receiving schedule information contained in one or more corresponding calendars, transmitting the schedule information to an agent terminal, receiving a selection of a free time frame, and sending a schedule for the selected time frame to a calendar server An additional request is sent, and the business meeting schedule information for the relevant time frame is sent to the service provider company terminal. [Selection drawing] Fig. 3

Description

The present invention relates to an apparatus, method and program for setting up business negotiations, and more particularly, to an apparatus for setting up business negotiations between an Internet service provider and a customer candidate via an agency. It relates to a method and a program therefor.

The use of Internet services provided via the Internet, including cloud services, is spreading. Internet service providers place online advertisements, broadcast TV commercials, carry out promotions, etc. in order to make potential customers aware of their own services among the increasing number of other companies' services and to make them consider using them. Various measures are being taken to acquire customers.

In addition to direct sales, in which sales are conducted directly to customers, partner sales, in which sales are conducted indirectly through agents, can also be cited as one of the sales methods. Unlike advertising, it is possible to flexibly expand the scale as needed, so it is positioned as important for Internet service providers aiming for rapid customer acquisition, along with advertising. Many of the agency's operations involve setting up business negotiations between service providers and potential customers.

However, setting business negotiations requires communication among three parties including the agency, which is complicated. At present, inefficient message transmission/reception, phone calls, and the like are repeated every day.

SUMMARY OF THE INVENTION The present invention has been made in view of such problems, and an object of the present invention is to provide an apparatus and method for setting up business negotiations between an Internet service provider and a customer candidate via an agency. program, the efficiency is to be improved more than before.

In order to achieve such an object, a first aspect of the present invention is a method of setting up business negotiations between a service provider company of Internet service and a customer candidate via an agency, wherein a device comprises: From the agency terminal used by the agency, at least one of the service providing company name of the service to be negotiated or the corresponding service providing company ID, the service name or the corresponding service ID, and the plan name or the corresponding plan ID the device determining one or more calendars associated with at least one of the above; receiving schedule information contained in one or more calendars; and one or more available time slots displayed on a display screen of the agent terminal based on the schedule information from the agent terminal. said device sending to said calendar server an appointment addition request for the selected time slot; and said device used by said service provider company. and sending the business meeting schedule information for the selected time frame to the service provider company terminal.

Further, a second aspect of the present invention is the method of the first aspect, wherein the determination is performed on at least one of a plurality of plan names or a plurality of plan IDs corresponding to them and each plan name or each plan ID This is performed by referring to the correspondence of one or more calendars that have been associated.

Also, a third aspect of the present invention is the method of the first or second aspect, wherein the device transmits business meeting schedule information for the selected time frame to the customer terminal used by the potential customer. further includes

Moreover, a fourth aspect of the present invention is the method according to any one of the first to third aspects, wherein the service to be negotiated is a service provided by the device that is licensed to the agency for sale. is a given service.

A fifth aspect of the present invention is the method according to the fourth aspect, wherein the service to be negotiated can be searched on services provided by the device.

Moreover, a sixth aspect of the present invention is the method according to any one of the first to fifth aspects, wherein the device causes the agent terminal to display one or more business negotiations set by the agent. It further includes a step of transmitting list information, wherein the negotiation list information includes the progress of each negotiation and a message or outline thereof between the service provider company and each negotiation.

A seventh aspect of the present invention is the method according to the sixth aspect, wherein the progress is updated in response to an update request from the service provider company terminal.

An eighth aspect of the present invention is the method according to the sixth aspect, wherein the negotiation list information includes a summary of a message between the service provider company for each negotiation, and based on the negotiation list information sending details of a message associated with the selected summary to the agent terminal in response to receiving a selection of one or more of the summaries to be displayed on the display screen of the agent terminal. further includes

A ninth aspect of the present invention is a program for causing a device to execute a method of setting up a business negotiation between an Internet service provider and a customer candidate via an agency, the method comprising: , the device receives from the agent terminal used by the agent, the name of the service providing company of the service to be negotiated or the corresponding service providing company ID, the service name or the corresponding service ID and the plan name, or corresponding thereto receiving at least one of the plan IDs to be used, the device determining one or more calendars associated with the at least one, and the device providing the calendar service used by the service provider a step of receiving schedule information included in the one or more calendars from a calendar server, wherein the device is displayed on a display screen of the agent terminal based on the schedule information from the agent terminal; or receiving negotiation setting information including a selection of one of a plurality of available time slots; the device sending an appointment addition request for the selected time slot to the calendar server; and transmitting the business meeting schedule information for the selected time frame to a service providing company terminal used by the service providing company.

A tenth aspect of the present invention is a device for setting up business negotiations between a service provider company of an Internet service and a customer candidate through an agency, wherein the business negotiations are set up from an agency terminal used by the agency. receiving at least one of the service providing company name of the target service or the corresponding service providing company ID, the service name or the corresponding service ID and the plan name or the corresponding plan ID, and correlating with at least one of the above determining one or more calendars received, receiving schedule information included in the one or more calendars from a calendar server that provides a calendar service used by the service provider company; Receiving negotiation setting information including selection of one or a plurality of free time frames displayed on the display screen of the agency terminal based on the information, and requesting the calendar server to add a schedule for the selected time frame. to the service providing company terminal used by the service providing company, and the business negotiation schedule information for the selected time frame is sent.

According to one aspect of the present invention, there is provided a method of setting up a business negotiation between an Internet service provider company and a customer candidate via an agency, wherein the agency terminal provides the service to be negotiated. A service provider company that receives at least one of a company name or its corresponding service provider company ID, a service name or its corresponding service ID and a plan name or its corresponding plan ID, and is associated with at least one of them Determining one or more calendars of one or more sales representatives, and making it possible to select the vacant time frame of the one or more sales representatives on the agency terminal based on the schedule information contained in those calendars. This makes it possible to improve the efficiency of setting business negotiations between the service provider company and the customer candidate without causing troublesome communication among three parties including the agency.

Fig. 2 shows an apparatus according to an embodiment of the invention; It is a figure which shows the flow of sales authorization concerning one Embodiment of this invention. FIG. 4 is a diagram showing the flow of negotiation setting according to an embodiment of the present invention; It is a figure which shows the negotiation information input screen concerning one Embodiment of this invention. It is a figure which shows the negotiation management screen for agencies concerning one Embodiment of this invention. It is a figure which shows an example of the e-mail containing interview schedule information concerning one Embodiment of this invention.

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

FIG. 1 shows an apparatus according to one embodiment of the invention. The device 100 communicates with the agency terminal 110 used by the agency and the service provider terminal 120 used by the service provider company via an IP network such as the Internet, and provides information necessary for setting up negotiations between the service provider company and the customer candidate. mediate communication. In addition, the device 100 can access, via an IP network, a calendar server 130 that provides calendar services used by service providers, and communicate with customer terminals 140 used by customers as needed.

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

In order to set up a business negotiation through the device 100, one or more services provided by one or more service providing companies are permitted to be sold to the agent, and any of the sales permitted by the agent to the agent are required. It involves three stages of sales activities for potential customers of the service and setting up business negotiations between the potential customers who have agreed to the business negotiations and the service provider company of the service that is the target of the business negotiations.

Figure 2 shows the flow of marketing authorization in the first stage. First, the device 100 receives, from the service providing company terminal 120, service registration information regarding one or a plurality of services registered by the service providing company in the negotiation management service provided by the device 100 (S201). In the device 100, the service registration information is stored in the storage unit 103 as service information.

The service registration information includes a service name, a service site URL, and a description of the service. Examples of service descriptions include descriptions of features of the service, descriptions of agents suitable for selling the service, and the like. In addition, the service registration information may further include the attributes of candidate customers suitable as sales destinations of the service, departments suitable as sales destinations of the service, etc., and may further include an image related to the service such as a so-called logo. In addition, the service registration information may further include service description materials, talk scripts that can be used during business negotiations, and the like.

The service registration information may include plan name, payment method and amount. Payment methods include monthly or annual payments, and amounts include monthly or annual amounts, respectively. If there are multiple plans, the payment method and amount for each plan may be included.

The service registration information may also include remuneration terms for paying remuneration to the agency, and the remuneration terms may include a contract method and amount. As a contract method, so-called referral agency, which pays remuneration on the condition that the service provider completes business negotiations with the customer candidate, and so-called contract agency, which pays remuneration on the condition that the service provider concludes a contract with the customer candidate etc. Also in the contract agency, the agency plays an important role in setting up business negotiations between the service provider company and the customer candidate.

Additionally, the service registration information may further include information about the customer who has installed the service. The introduction customer information includes the customer name or its abbreviation, and may be input by the service provider company of the service.

Next, the device 100 transmits to the agent terminal 110 service display information for displaying at least part of service information relating to at least part of the registered one or more services (S202). One or a plurality of services included in the service display information may be extracted as a result of a search request received by device 100 from agent terminal 110, or may be specified by specifying a service received by device 100 from service provider terminal 120. can be considered.

On the display screen of the agency terminal 110, at least part of service information relating to one or a plurality of services included in the service display information is displayed based on the service display information. By selecting a service or plan for which sales authorization is desired, a request for sales authorization for the service or plan is sent to the device 100 (S203).

The device 100 transmits to the service providing company terminal 120 a sales permission request notification notifying that the sales permission has been requested (S204), and receives a sales permission notification for the service or plan from the service providing company terminal 120. (S205). The device 100 holds a correspondence between the agency and one or a plurality of services or their plans for which sales authorization has been granted to the agency (S206), and in response to receiving a new sales authorization notification can be used to update the association. If there are no services or plans for which a marketing authorization has been granted to an agency, then no mapping may have been generated, in which case, upon receipt of a marketing authorization notice, a mapping should be generated.

Next, FIG. 3 shows the flow after the agent conducts sales activities for the service for which the sales permission has been granted and the customer candidate agrees to negotiations. Although the sales authorization can be granted by the method shown in FIG. 2, it is not limited to this. The storage unit 103 may store a plurality of services or their association with plans.

First, the device 100 transmits, to the agent terminal 110, display information of a business negotiation information input screen for inputting information on business negotiations (S301).

FIG. 4 shows an example of a negotiation information input screen according to one embodiment of the present invention. The negotiation information input screen 400 has a corporate name selection field 401 for selecting the corporate name of the customer candidate. Here, an example in which ABC Corporation is selected is shown. In the case of a new customer candidate, the new addition button 402 can be pressed to input corporate information and store it in the storage unit 103 of the device 100 . Corporate information includes a corporate name and may include an email address. The corporate information may also include the department, type of business, website URL, etc. of the customer candidate, and may also include the name, e-mail address, telephone number, etc. of the person in charge.

The negotiation information input screen 400 also has a service providing company name selection field 403 for selecting the name of the service providing company of the service to be negotiated and a service name selection field 404 for selecting the service name. Here, an example is shown in which the service "XXXX SAAS" of XXXX Inc. is selected. If the service has a plan, the plan name selection field 405 may be made selectable.

Here, the company names that can be selected on the negotiation information input screen 400 displayed on the agency terminal 110 are those of companies that provide services or plans for which sales permission has already been granted to the agency using the agency terminal 110. It is preferable to use only the name. Additionally or alternatively, the service names that can be selected on the negotiation information input screen 400 displayed on the agency terminal 110 are services or plans for which sales authorization has already been given to the agency using the agency terminal 110. service name only.

The negotiation information input screen 400 may also include an entry field 406 for the date of the proposal of the service by the agent to the customer candidate, and an entry field 407 for the date of negotiation between the service provider company and the customer candidate. For example, the date of the negotiation can be input by selecting the date and time from the calendar displayed on the agency terminal 110 in response to the selection by the person in charge of the agency by tapping or clicking the date input field 407 of the negotiation. can.

Here, in the device 100, by storing the correspondence between the service providing company, its service or its plan, and one or more calendars of one or more persons in charge of the service providing company who conduct business negotiations, the service In response to input of at least one of the provider company name, service name and plan name, the service provider name or its corresponding service provider company ID, service name or its corresponding service ID and plan name or its corresponding At least one of the plan IDs is transmitted to the device 100 (S302), and the device 100 refers to the correspondence to determine one or more corresponding calendars (S303).

The device 100 then requests schedule information included in the determined one or more calendars from the calendar server 130 that provides the calendar service used by the service provider (S304) and receives it (S305). Next, the device 100 transmits the schedule information to the agent terminal 110 (S306), and from the agent terminal 110, based on the schedule information, one or more displayed on the display screen of the agent terminal 110. Negotiation setting information including selection of one of the available time slots is received (S307). The device 100 generates vacant time frame information representing a vacant time frame based on the schedule information, transmits the vacant time frame information to the agent terminal 110, and transmits the vacant time frame information to the agent terminal 110 based on the vacant time frame information. Either one or a plurality of available time slots displayed on the display screen of the display may be selectable. Also in this case, one or a plurality of free time frames are similarly displayed on the display screen of the agency terminal 110 based on the schedule information. A 15-minute unit, a 30-minute unit, an hour unit, or the like can be considered as the vacant time frame.

One or more calendars of one or more persons in charge of the service providing company can each be identified by a calendar ID that identifies each calendar in the calendar service provided by calendar server 130 . Alternatively, it may be specified by another ID associated with the calendar ID, or an access token for accessing the calendar identified by the calendar ID.

When a plurality of calendars are associated, the free time frame may be displayed for each calendar, or a frame having a free time frame in any one of the calendars may be displayed. Each calendar belongs to the person in charge of negotiations at the service provider company, and in principle, the free time frame is considered to be the time frame in which business negotiations are possible. Alternatively, if a plurality of available time frames are selected based on the desired time frame of the customer candidate, it is possible to set business negotiations without exchanging telephone calls, messages, or the like with the service providing company. For example, when an agency representative obtains a verbal agreement on a business negotiation from a prospective customer, they can immediately set up a business negotiation by asking about the desired time frame for the negotiation on the spot. In comparison, efficiency is remarkably improved.

For this purpose, it is necessary to have the above-mentioned correspondence regarding the calendar. In this embodiment, the service to be negotiated is the online service, and the person in charge of the negotiation of the company providing the online service adopts the online calendar service. The inventors focused on the fact that the tendency to can be obtained. As an example, the calendar information may be input as part of the service registration information.

Device 100 transmits to calendar server 130 a schedule addition request for the selected time frame included in the input negotiation information (S308). The schedule addition request includes the calendar ID, the corporate name of the customer candidate, and the date and time, and may further include the service name or the plan name of the target of business negotiations.

In addition, the device 100 transmits the business meeting schedule information for the selected time frame to the service providing company terminal 120 (S309). The business meeting schedule information includes the corporate name of the customer candidate and the scheduled business meeting date and time, and may further include the service name or plan name of the target of the business meeting. Further, the business meeting schedule information may include the customer candidate's department, business type, website URL, etc., stored in the storage unit 103 of the device 100, and may also include the name, email address, telephone number, etc. of the person in charge. good.

In addition, on the business negotiation information input screen 400, it may be possible to input the contents of a preliminary hearing with respect to the customer candidate. The content of the preliminary hearing includes, for example, concerns that the customer candidate has.

Additionally, the device 100 may transmit the scheduled business meeting information for the selected time frame to the customer terminal 140 (S310). The business negotiation schedule information to be transmitted to the customer candidate includes the corporate name of the service providing company and the date and time, and may further include the service name or plan name of the target of the business negotiation.

FIG. 6 shows an example of an e-mail including interview schedule information sent to the customer terminal. In the e-mail 600, "customer" corresponds to a customer candidate, "maker" to a service provider company, and "product" to a service.

When the negotiation settings are made as described above, negotiation management can be performed on the negotiation management service provided by the apparatus 100 as shown in FIG. On the business negotiation management screen 500, three business negotiations are displayed in a list. Business talks with potential customers were held on March 14, 2021, and approval was given on the 16th of the same month. In the case where the service is registered as a reward paid on the condition that the negotiation is completed, such as an introduction agency, the service provider approves the negotiation on the negotiation management screen after the negotiation. By doing so, it is reflected on the sales negotiation management screen 500 of the agency. Conversely, the case with ID "848" was rejected by the service provider company AAA for some reason. When the service providing company rejects the negotiation, it may be mandatory to input the reason for the rejection. In this case, the reason for rejection may be displayed on the agency terminal 110 by clicking, tapping, or mouse over the characters representing "rejected" on the negotiation management screen 500 .

The item with the ID "846" is displayed with a comment of "1". This indicates that messages were exchanged between the service provider company and the agency regarding the matter. For example, since the progress status of this case is "waiting for approval", the agency may inquire of the service provider company AAA whether there is any problem with the business negotiation on the business negotiation management service provided by the device 100. can be considered. On the negotiation management screen 500, the number of messages is displayed as an overview without displaying the contents of the comments themselves, but the example of the overview is not limited to this. Making it possible to manage messages exchanged on an item-by-item basis in this way reduces the complexity of managing items on both sides.

In this way, the apparatus 100 can transmit to the agency terminal 110 the business negotiation list information regarding one or more business negotiations set by the agency, and can perform case management after setting the business negotiations. Similarly, the device 100 transmits, to the service providing company terminal 120, business negotiation list information regarding one or more business negotiations for one or more services registered by the service providing company, and manages matters including approval or rejection of matters. It can be performed.

To send a message regarding the business negotiation associated with the selected summary, when the person in charge of the agency selects one of the message summaries for each business negotiation displayed on the business negotiation management screen 500 by clicking, tapping or mouseover. message transmission screen can be displayed on the agent terminal 110 . This can be done by transmitting the message transmission screen display information from the device 100 to the agent terminal 110. The message transmission screen display information is transmitted in advance together with the negotiation list information, and the message is sent according to the above selection. A transmission screen may be displayed. Also, the details of the message associated with the summary selected according to the selection may be transmitted to the agent terminal 110 .

In addition, the project management screen of the service provider company may allow the input of the progress status. For services or plans that have a so-called referral agency remuneration system where remuneration is paid when business negotiations are completed, for example, in addition to "approved", "rejected", "waiting for approval", progress such as "schedule readjustment in progress" situation. For services or plans for which a so-called contract agency fee system is set, in which fees are paid when the service provider concludes a contract with a potential customer, "approved", "rejected", "waiting for approval" and "rescheduled" The status of progress includes "under adjustment", "confirming customer details", "inside sales", "field sales", and "contract collection". When the progress status is input, the service provider terminal 120 transmits a progress status update request to the device 100, and the device 100 responds to the update request and updates the negotiation management screen displayed on the agency terminal 110 thereafter. The progress contained in 500 can be updated.

In the above-described embodiments, if there is no description of "only" such as "based only on XX", "only in response to XX", or "only in the case of XX", in this specification Note that it is assumed that , may also consider additional information. Also, as an example, it should be noted that the statement ``do b in the case of a'' does not necessarily mean ``always do b in the case of a'' or ``do b immediately after a'' unless explicitly stated otherwise. want to be Moreover, the description of "each a constituting A" does not necessarily mean that A is composed of a plurality of constituent elements, but includes that the constituent elements are singular.

Also, just in case, any method, program, terminal, device, server, or system (hereinafter "method, etc."), even if there is an aspect that operates differently from the operations described in this specification, each of the present invention Aspects are directed to acts that are identical to any of the acts described herein, and that there are acts that are different from those described herein, the methods, etc. It should be added that it is not out of the scope of the embodiments.

100 device 110 agent terminal 101 communication unit 102 processing unit 103 storage unit 104 database 120 service providing company terminal 130 calendar server 140 customer terminal 400 negotiation information input screen 500 negotiation management screen 600 e-mail

Claims (5)

A method of setting up a business negotiation between an Internet service provider and a customer candidate through an agency, comprising:
server is, from the agency terminal used by the agency, the service providing company name of the service to be negotiated or the corresponding service providing company ID, the service name or the corresponding service ID and the plan name or the corresponding plan ID the step of receiving at least one of the service that is the subject of the business negotiationor its planis theserveron the services provided byis searchable andto said agencyAgainstsales licenseofassignmentremembersa step that is a service provided;
Saidserverdetermining one or more calendars associated with said at least one;
Saidserveris used by the service provideronlineprovide calendar services, different from said serverreceiving appointment information contained in the one or more calendars from a calendar server;
Saidserverreceiving, from the agent terminal, negotiation setting information including a selection of one or more available time frames displayed on the display screen of the agent terminal based on the schedule information;
Saidserversending an add event request for the selected time slot to the calendar server;
Saidserveris the service provider terminal used by the service providerand customer terminals used by potential customersto send the scheduled business meeting information for the selected time frame;
including. The method of claim 1, wherein
The determination is made by referring to the correspondence between at least one of a plurality of plan names or a plurality of plan IDs corresponding to them and one or more calendars associated with each plan name or each plan ID. The method of claim 1 , wherein
further comprising the step of the server transmitting, to the agency terminal, negotiation list information relating to one or more negotiations set by the agency;
The business negotiation list information includes the progress status of each business negotiation and a message between each business negotiation and the service provider company or an overview thereof. server a program for executing a method of setting business negotiations between an Internet service provider and a customer candidate via an agency, the method comprising the steps of:
Saidserveris, from the agency terminal used by the agency, the service providing company name of the service to be negotiated or the corresponding service providing company ID, the service name or the corresponding service ID and the plan name or the corresponding plan ID the step of receiving at least one of the service that is the subject of the business negotiationor its planon the service provided by said deviceis searchable andto said agencyAgainstsales licenseofassignmentremembersa step that is a service provided;
Saidserverdetermining one or more calendars associated with said at least one;
Saidserveris used by the service provideronlineprovide calendar services, different from said serverreceiving appointment information contained in the one or more calendars from a calendar server;
Saidserverreceiving, from the agent terminal, negotiation setting information including a selection of one or more available time frames displayed on the display screen of the agent terminal based on the schedule information;
Saidserversending an add event request for the selected time slot to the calendar server;
Saidserveris the service provider terminal used by the service providerand customer terminals used by potential customersto send the scheduled business meeting information for the selected time frame;
including. A server for setting business negotiations between an Internet service provider and a customer candidate through an agency,
From the agent terminal used by the agent , it is possible to search for the service or its plan that is the target of the business negotiation on the service provided by the device, and the grant of sales permission to the agent is stored . Receive at least one of the service provider name of the service or plan or the corresponding service provider ID, the service name or the corresponding service ID and the plan name or the corresponding plan ID,
Determining one or more calendars associated with at least one of the above, and schedules to be included in the one or more calendars from a calendar server different from the server that provides the online calendar service used by the service provider. receive information,
receiving, from the agent terminal, negotiation setting information including a selection of one or more available time frames displayed on the display screen of the agent terminal based on the schedule information;
sending an add appointment request for the selected time slot to the calendar server;
The business meeting schedule information for the selected time frame is transmitted to the service providing company terminal used by the service providing company and the customer terminal used by the potential customer .

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