JP7195676B1 - Information processing apparatus, method, and program - Google Patents

Abstract

A technique for streamlining user activities for companies or individuals is provided. A program according to one aspect of the present disclosure comprises means for referring to a company database in which company information is stored, means for acquiring information about target Web content that is Web content being viewed by a user, and a target Means for identifying whether web content is web content related to a company or an individual belonging to the company corresponding to any of the company information stored in the company database, the company or individual identified for the target web content function as a means for performing information processing for assisting the user's activities related to the target company or target individual. [Selection drawing] Fig. 4

Description

The present disclosure relates to an information processing device, method, and program.

Conventionally, various techniques have been proposed for supporting sales activities.

Patent Literature 1 discloses an access source company information notification system that is suitable for improving sales efficiency using a home page. In the technique of Patent Document 1, an accessing company is specified from the address information of the access source to the homepage, and the company information of the accessing company is notified to the client terminal.

Japanese Patent Application Laid-Open No. 2017-084310

With the technique disclosed in Patent Literature 1, unless the accessing company actively accesses the home page, the company information of the accessing company cannot be notified to the client terminal. In order to find companies that have yet to take such active action but have the potential to become business partners, it is necessary for the sales side to take active measures, such as browsing the websites of each company and analyzing company information. Action is required.

An object of the present disclosure is to provide technology for streamlining user activities for companies or individuals.

A program according to one aspect of the present disclosure comprises means for referring to a company database in which company information is stored, means for acquiring information on target web content that is web content being viewed by a user, and A means to identify whether the web content is related to a company or an individual belonging to the company corresponding to any company information stored in the database, and the target company that is the company or individual specified for the target web content Alternatively, it functions as means for performing information processing for assisting the user's activity regarding the target individual.

1 is a block diagram showing the configuration of an information processing system according to an embodiment; FIG. It is a block diagram showing the configuration of the client device of the present embodiment. It is a block diagram which shows the structure of the server of this embodiment. 1 is an explanatory diagram of one aspect of the present embodiment; FIG. It is a figure which shows the data structure of the enterprise database of this embodiment. It is a figure which shows the data structure of the company specific table of this embodiment. It is a figure which shows the data structure of the business partner database of this embodiment. It is a figure which shows the data structure of the sales task database of this embodiment. 4 is a flowchart of information processing according to the embodiment; FIG. 10 is a flow chart showing a first example of assisting user activity in FIG. 9; FIG. FIG. 3 is a diagram illustrating the relationship between a plug-in area and a web browser area; FIG. 10 is an example of a screen displayed in the plug-in area in the first example of user activity assistance in FIG. 9 ; FIG. FIG. 10 is a flow chart showing a second example of assisting user activity in FIG. 9; FIG. FIG. 10 is an example of a screen displayed in the plug-in area in the second example of assisting user activity in FIG. 9; FIG. FIG. 10 is an example of a screen displayed in the plug-in area in the second example of assisting user activity in FIG. 9; FIG. FIG. 10 is a flowchart illustrating a third example of assisting user activity in FIG. 9; FIG. FIG. 10 is an example of a screen displayed in the plug-in area in the third example of assisting user activity in FIG. 9; FIG.

An embodiment of the present invention will be described in detail below with reference to the drawings. In the drawings for describing the embodiments, in principle, the same constituent elements are denoted by the same reference numerals, and repeated description thereof will be omitted.

(1) Configuration of information processing system The configuration of the information processing system will be described. FIG. 1 is a block diagram showing the configuration of the information processing system of this embodiment.

As shown in FIG. 1 , the information processing system 1 includes a client device 10 and a server 30 .
The client device 10 and server 30 are connected via a network (for example, the Internet or an intranet) NW.

The client device 10 is an example of an information processing device that transmits requests to the server 30 . The client device 10 is, for example, a smart phone, a tablet terminal, or a personal computer.

The user of the client device 10 is, for example, a person who belongs to a business entity that conducts sales activities (hereinafter simply referred to as a "business entity"), or a business entity entrusted with sales activities by the business entity (that is, a person who acts as an agent for sales activities). business entity), etc. In the following description, the business entity to which the user belongs or another business entity entrusting business activities to the business entity is referred to as "a business entity corresponding to the user." A business entity may be, for example, a company, or may be a part of a company (for example, a department such as a sales department).

The server 30 is an example of an information processing device that provides the client device 10 with a response in response to a request transmitted from the client device 10 . Server 30 is, for example, a web server.

(1-1) Configuration of Client Apparatus The configuration of the client apparatus will be described. FIG. 2 is a block diagram showing the configuration of the client device of this embodiment.

As shown in FIG. 2, the client device 10 includes a storage device 11, a processor 12, an input/output interface 13, and a communication interface . The client device 10 is connected to the display 21 .

Storage device 11 is configured to store programs and data. The storage device 11 is, for example, a combination of ROM (Read Only Memory), RAM (Random Access Memory), and storage (eg, flash memory or hard disk).

Programs include, for example, the following programs.
・OS (Operating System) programs ・Application programs that execute information processing (e.g., web browsers and plug-ins)

The data includes, for example, the following data.
・Databases referenced in information processing ・Data obtained by executing information processing (that is, execution results of information processing)

The processor 12 is a computer that implements the functions of the client device 10 by activating programs stored in the storage device 11 . Processor 12 is, for example, at least one of the following:
・CPU (Central Processing Unit)
・GPU (Graphic Processing Unit)
・ASIC (Application Specific Integrated Circuit)
・FPGA (Field Programmable Array)

The input/output interface 13 is configured to acquire information (eg, user instructions) from an input device connected to the client device 10 and output information (eg, an image) to an output device connected to the client device 10. be done.
Input devices are, for example, keyboards, pointing devices, touch panels, or combinations thereof.
Output devices are, for example, the display 21, speakers, or a combination thereof.

Communication interface 14 is configured to control communications between client device 10 and an external device (eg, server 30).

The display 21 is configured to display images (still images or moving images). The display 21 is, for example, a liquid crystal display or an organic EL display.

(1-2) Server Configuration The server configuration will be described. FIG. 3 is a block diagram showing the configuration of the server of this embodiment.

As shown in FIG. 3, the server 30 includes a storage device 31, a processor 32, an input/output interface 33, and a communication interface .

Storage device 31 is configured to store programs and data. Storage device 31 is, for example, a combination of ROM, RAM, and storage (eg, flash memory or hard disk).

Programs include, for example, the following programs.
・OS program ・Application (for example, plug-in) program that executes information processing

The data includes, for example, the following data.
・Databases referenced in information processing ・Execution results of information processing

The processor 32 is a computer that implements the functions of the server 30 by activating programs stored in the storage device 31 . Processor 32 is, for example, at least one of the following:
・CPU
・GPU
・ASICs
・FPGA

The input/output interface 33 is configured to acquire user instructions from input devices connected to the server 30 and to output information to output devices connected to the server 30 .
Input devices are, for example, keyboards, pointing devices, touch panels, or combinations thereof.
An output device is, for example, a display.

Communication interface 34 is configured to control communications between server 30 and client device 10 .

(2) One aspect of the embodiment One aspect of the present embodiment will be described. FIG. 4 is an explanatory diagram of one aspect of the present embodiment.

As shown in FIG. 4, user US10, via a web browser running on client device 10, accesses web content WC11 (for example, a company's website (which may include a company's product or service website), or SNS (Social Networking Service) page, etc.). When the web browser plug-in is activated, the client device 10 requests the server 30 to specify a company (hereinafter referred to as "target company") related to the web content WC11. Here, the target company corresponds to, for example, the sender of the web content WC11. Specifically, the target company may include a company that operates the web content WC11 or a company that owns an account corresponding to the web content WC11. The client device 10 responds to the company's specific request with address information (for example, domain name, URL (Uniform Resource Locator) (which may include a query string), IP (Internet Protocol) address, or their combination).

The server 30 obtains a company specific request from the client device 10 . The server 30 refers to the company identification table TB12 and identifies the company ID corresponding to the address information of the web content WC11. The company identification table TB12 is configured so that a company corresponding to the company information stored in the company database DB13 can be searched using, as a key, the address information of the Web content related to the company. Thereby, the server 30 identifies that the target company is the company TC14 corresponding to the company information stored in the company database DB13. The server 30 performs various information processing to assist the activities of the user US10 with respect to the company TC14. For example, the server 30 presents to the user US10 information about the company TC14 stored in the company database DB13 or a sales project database, which will be described later, and the user US10 bears the burden of updating information about the company TC14 in the sales project database. to reduce

(3) Database The database of this embodiment will be described. The following databases are stored in the storage device 31.

(3-1) Company Database The company database of this embodiment will be described. FIG. 5 is a diagram showing the data structure of the company database of this embodiment.

The company database stores company information. Corporate information is information about a company. The enterprise database may be updated, for example, by inputting information from an administrator of server 30 or by a scraping program running on server 30 . The enterprise database may be configured so that it can be referred to by users of various business entities who receive services provided by the server 30 .

As shown in FIG. 5, the company database includes a "company ID" field, a "company name" field, a "contact" field, an "organization" field, an "asset" field, an "achievement" field, and " news field. Each field is associated with each other.

A company ID is stored in the "company ID" field. A company ID is information for identifying a company corresponding to company information.

The "company name" field stores company name information. The company name information is information on the name of the company corresponding to the company information.

Contact information is stored in the "contact" field. Contact information is information about the company's contact information corresponding to the company information. Contact information can include, for example, a phone number, email address, street address, fax number, website address, or a combination thereof.

Organization information is stored in the "organization" field. The organization information is information on the organizational structure of the enterprise corresponding to the enterprise information. An organizational structure can include, for example, the names of representatives, the number of employees, the number of offices, the number of locations, the number of stores, or a combination thereof.

Asset information is stored in the "asset" field. The asset information is information about the company's assets corresponding to the company information. Assets can include, for example, balance sheet entries (capital as an example).

The "performance" field stores performance information. The performance information is information about the performance of the company corresponding to the company information. Performance can include, for example, income statement entries (sales as an example).

The "news" field stores news information. The news information is information about corporate news corresponding to the corporate information. News can include, for example, press releases, web news articles, SNS message posts, job information, website update information, and the like.

(3-2) Company Identification Table The company identification table of this embodiment will be described. FIG. 6 is a diagram showing the data structure of the company identification table of this embodiment.

The company identification table associates the address information of the web content with the company ID of the company related to the web content. The company specific table may be updated, for example, by inputting information from an administrator of server 30 or by a scraping program running on server 30 . The company specific table may be configured so that it can be referenced by users of various business entities who receive services provided by the server 30 via plug-ins.

As shown in FIG. 6, the company identification table includes an "address" field and a "company ID" field. Each field is associated with each other.

The "address" field stores address information. The address information is information relating to the address of the Web content related to the company specified by one of the company IDs registered in the company database. Address information can include, for example, domain names, URLs, IP addresses, or combinations thereof.

A company ID is stored in the "company ID" field. A company ID is information for identifying a company corresponding to address information, and can be used as a foreign key for referring to a company database.

(3-3) Customer database The customer database of this embodiment will be described. FIG. 7 is a diagram showing the data structure of the customer database of this embodiment.

The sales destination database is an example of a sales project database. Each business entity can build a business project database corresponding to the business project in order to manage information ("business project information") of one or more of its own business projects.

The sales destination database stores sales destination information managed by the sales entity. The business partner information is information about the business partner and is an example of business project information. The business partner database may be constructed for each project or across projects. In the latter case, the business contact information includes information (for example, project ID) that can identify the business project to which the corresponding business contact (that is, a specific company name or a specific individual belonging to a specific company) belongs. be able to.

As shown in FIG. 7, the customer database has a "customer ID" field, a "name" field, a "stage" field, a "rank" field, an "acquisition route" field, and a "company ID" field. field. Each field is associated with each other.

The "business destination ID" field stores the business destination ID. The business partner ID is information for identifying a business partner corresponding to the business partner information.

The “name” field stores name information. The name information is information on the name of the business destination specified by the business destination ID. The name is, for example, the name of a specific company or the full name of a specific individual who belongs to a specific company.

The “stage” field stores stage information. The stage information is information about the sales progress status by the sales entity for the sales destination specified by the sales destination ID. The server 30 edits (that is, adds, changes, or can be deleted).

A specific example of the stage information will be described below, but the type and definition of the stage information are not limited to this.
If the stage information is "cold" or "lead", it means that the sales entity has not yet approached (by telephone, etc.) the sales destination corresponding to the stage information.
If the stage information is "approach", it means that the sales entity has already approached the sales destination corresponding to the stage information, but has not yet received a response.
If the stage information is "effectively connected", it means that the sales entity has already approached the sales destination corresponding to the stage information and has already received a response.
When the stage information is "appointment obtained", it means that the sales entity has reserved a business negotiation with the sales destination corresponding to the stage information.
When the stage information is "valid business negotiation", it means that the business entity is in the process of continuing business negotiations with the sales destination corresponding to the stage information.
If the stage information is "lost order", it means that the sales entity has lost the order to the business partner corresponding to the stage information.
If the stage information is "NG", it means that the business entity is in a state of being refused sales activities by the sales destination corresponding to the stage information.

The “rank” field stores rank information. The rank information is information regarding the priority of sales activities for the business destination specified by the business destination ID. The server 30 may edit the rank information according to an instruction from the user (sales person) of the client device 10 who has conducted sales activities for the sales destination corresponding to the rank information. As an example, a salesperson may instruct the server 30 regarding rank information according to rank criteria.

Acquisition route information is stored in the “acquisition route” field. Acquisition route information is information relating to the route through which the business client specified by the business client ID was acquired. The server 30 may set acquisition path information according to an instruction from the user of the client device 10 when registering the business destination information in the business destination database. Alternatively, the server 30 automatically performs an action that shows an interest in the business entity (for example, requesting materials, participating in a seminar, selecting a link embedded in an advertisement, etc.) according to a predetermined algorithm. When registering the customer information of the customer who detected and performed the action in the customer database, acquisition route information may be automatically set according to the type of action detected for the customer.

A company ID is stored in the "company ID" field. The company ID is information that identifies a company related to the business destination specified by the business destination ID. If the business destination corresponds to an individual belonging to a specific company, the company ID is information that identifies the specific company. When the business destination is a specific company, the company ID is information that identifies the specific company.

In addition to the information elements exemplified in FIG. 7, the business partner information may include information on business client attributes. The attributes of the customer are, for example, the industry to which the company as the customer belongs, the business performance of the company, or the position or division of the individual as the customer. The server 30 may refer to a company database (not shown) in which company information is stored, and perform name identification processing for the business partner information. By the name identification process, it is possible to identify the industry to which the company as the business partner belongs or the business performance of the company, or to identify the company to which the individual as the business partner belongs, the position of the individual, or the department to which the individual belongs. The name identification process may be performed once for the business destination corresponding to the business destination information newly registered in the business destination database, or for the business destination information already registered in the business destination database. It may be repeated for the business destination.

(3-4) Sales Task Database The sales task database of this embodiment will be described. FIG. 8 is a diagram showing the data structure of the sales task database of this embodiment.

A sales task database is an example of a sales project database. The sales task database stores sales task information. Sales task information is information about sales tasks and is an example of sales project information. The sales task database may be constructed for each project or across projects. In the latter case, the sales task information can include information (eg, project ID) that can identify the sales project to which the corresponding sales task belongs.

The sales task database stores sales task information. The sales task information is information on sales tasks in the sales entity.
As shown in FIG. 8, the sales task database includes a "task ID" field, a "name" field, a "person in charge ID" field, a "due date" field, a "completion date and time" field, and a "sales destination ID" field. ” and a “type” field. Each field is associated with each other.

A task ID is stored in the "task ID" field. A task ID is information for identifying a sales task corresponding to sales task information. The person-in-charge ID can be used as a foreign key for referring to a person-in-charge database (not shown) that stores the person-in-charge information.

The "name" field stores name information. The name information is information on the name of the sales task specified by the task ID.

The "person in charge ID" field stores the person in charge ID. The sales representative ID is information identifying the sales representative to whom the sales task identified by the task ID is assigned.

The “due date” field stores due date information. The due date information is information related to the execution due date of the sales task identified by the task ID.

Completion date and time information is stored in the "completion date and time" field. The completion date/time information is information related to the date/time when the execution of the sales task identified by the task ID was completed. If the "completion date and time" field has a specific date and time value, it means that the corresponding sales task was completed on that date and time. An empty value in the Completion Date Time field means that the corresponding sales task has not been completed.

A sales destination ID is stored in the "business destination ID". The sales destination ID is information for identifying the sales destination targeted by the sales task specified by the task ID.

The “type” field stores type information. The type information is information about the type of sales task identified by the task ID.

In addition to the information elements illustrated in FIG. 8, the sales task information may include information that can identify the content of the sales task (for example, text, voice, image, or address information for referencing them).

(4) Information processing Information processing according to the present embodiment will be described. FIG. 9 is a flow chart of information processing in this embodiment.

The information processing in FIG. 9 is started, for example, by activating a plug-in in a web browser executed on the client device 10 . The client device 10 (plug-in) acquires information (for example, address information) related to the web content displayed on the web browser (that is, the user is browsing), and transmits a request including the information to the server 30 .

As shown in FIG. 9, the server 30 acquires information on Web content (S130).
Specifically, the server 30 acquires information about web content included in the request from the client device 10 .

After step S130, the server 30 identifies the target company (S131).
Specifically, the server 30 refers to the company identification table (FIG. 6) and identifies the company ID corresponding to the Web content information acquired in step S130. The target company (that is, the sender of the web content) is specified by this company ID.

After step S131, the server 30 assists the user's activity (S132).
Specifically, the server 30 assists the activities of the user of the client device 10 with respect to the target company identified in step S131. A number of examples of the details of assisting the user's activity (S132) will be described below.

After step S132, when the web content browsed by the user of the client device 10 is changed, the server 30 re-executes acquisition of information on the web content (S130).
On the other hand, when the plug-in is terminated, the information processing of FIG. 9 ends.
Alternatively, after step S132, the server 30 may re-execute the user's activity assistance (S132) in response to the user's operation of the client device 10 on the plug-in screen, which will be described later. content can be switched.

(4-1) First Example of User Activity Assistance (S132) A first example of user activity assistance (S132) will be described. In a first example of user activity assistance (S132), the server 30 presents the user of the client device 10 with information about the identified company. FIG. 10 is a flow chart showing a first example of assisting user activity in FIG. FIG. 11 is a diagram illustrating the relationship between the plug-in area and the web browser area. FIG. 12 is an example of a screen displayed in the plug-in area in the first example of user activity assistance in FIG.

When the user's activity assistance (S132) starts, the server 30 starts the process of FIG.
As shown in FIG. 10, the server 30 acquires company information (S1321).
Specifically, the server 30 acquires company information corresponding to the company ID specified in step S131 from the company database (FIG. 5).

After step S1321, the server 30 presents company information (S1322).
Specifically, the server 30 presents the user of the client device 10 with the company information acquired in step S1321. As an example, the server 30 may be information for displaying company information (for example, data for a plug-in screen to be described later, or data for generating a plug-in screen on the client device 10 (for example, company information). ) to the client device 10 . The client device 10 displays the plug-in screen on the display 21 based on the information received from the server 30. FIG.

In the following description, it is assumed that the plug-in screen is displayed in the plug-in area DA21 shown in FIG. The plug-in area DA21 may be arranged so as to partially overlap the web browser area DA20. The web browser area DA20 displays the screen of the web content being viewed by the user. As a result, the user of the client device 10 can confirm the contents of the plug-in screen while browsing the web contents.

The client device 10 displays the plug-in screen SC211 shown in FIG. 12 on the display 21, for example. The plug-in screen SC211 includes an object that displays the company information acquired in step S1321.

(4-2) Second Example of User Activity Assistance (S132) A second example of user activity assistance (S132) will be described. In a second example of user activity assistance (S132), the server 30 presents the user of the client device 10 with sales project information corresponding to the identified company. FIG. 13 is a flow chart showing a second example of assisting user activity in FIG. FIG. 14 is an example of a screen displayed in the plug-in area in the second example of user activity assistance in FIG. FIG. 15 is an example of a screen displayed in the plug-in area in the second example of user activity assistance in FIG.

When the user's activity assistance (S132) starts, the server 30 starts the process of FIG.
As shown in FIG. 13, the server 30 acquires business project information (S2321).
Specifically, as a first example of acquisition of business project information (S2321), the server 30 acquires business destination information including the company ID specified in step S131 from the business destination database.

As a second example of acquisition of sales project information (S2321), the server 30 refers to the sales destination database (FIG. 7), and obtains the sales destination ID corresponding to the company ID specified in step S131 (that is, the specified company ID Identify the sales partner ID that identifies the sales partner information that is included. The server 30 acquires the sales task information corresponding to the identified sales destination ID (that is, the sales task information including the identified sales destination ID) from the sales task database (FIG. 8).

After step S2321, the server 30 presents business project information (S2322).
Specifically, the server 30 presents the user of the client device 10 with the business project information acquired in step S2321. As an example, the server 30 transmits information for displaying business project information to the client device 10 . The client device 10 displays the plug-in screen on the display 21 based on the information received from the server 30. FIG.

In the first example of presenting the business project information (S2322), the client device 10 displays the plug-in screen SC212 shown in FIG. 14 on the display 21, for example. The plug-in screen SC212 contains an object A2121.

The object A2121 displays in a list form an overview of business contact information and sales task information for each of one or more business clients (individuals) belonging to the target company acquired in step S2321.

In the second example of presenting the business project information (S2322), the client device 10 displays the plug-in screen SC213 shown in FIG. 15 on the display 21, for example. For example, the client device 10 may display the plug-in screen SC213 on the display 21 when the user selects a specific sales destination on the object A2121 of the plug-in screen SC212 of FIG. The plug-in screen SC213 includes objects A2131 to A2132 and an object B2133.

The object A2131 displays the details of the business partner information on any business partner (individual) belonging to the target company acquired in step S2321 (for example, the business partner selected by the client device 10 on the plug-in screen SC212). .

Object A 2132 displays details of sales task information about one of the business partners (individuals) belonging to the target company acquired in step S 2321 (for example, the business client selected by the client device 10 on the plug-in screen SC 212). format. That is, the object A 2132 stores information (for example, task type, name of person in charge (identifiable from the person in charge ID), date and time of completion, and details of the task) of the history of sales activities performed by the sales entity for the business destination. Display in chronological order.

Object B2133 accepts user instructions for registering comments. When object B 2133 is selected, client device 10 may display an object for registering a comment on display 21 . This object may contain a text field for specifying comments.

(4-3) Third Example of User Activity Assistance (S132) A third example of user activity assistance (S132) will be described. In a third example of assisting the user's activity (S132), the server 30 detects that the user of the client device 10 has conducted a sales activity for an individual belonging to the target company, and if the execution of the sales activity is detected, Update the sales task database to log the execution of sales activities. FIG. 16 is a flow chart showing a third example of assisting user activity in FIG. FIG. 17 is an example of a screen displayed in the plug-in area in the third example of user activity assistance in FIG.

When the user's activity assistance (S132) starts, the server 30 starts the processing of FIG.
As shown in FIG. 16, the server 30 presents the plug-in screen (S3321).
Specifically, the server 30 presents the user of the client device 10 with a plug-in screen for assisting the user's sales activities. As an example, the server 30 transmits information for displaying such a plug-in screen to the client device 10 . The client device 10 displays the plug-in screen on the display 21 based on the information received from the server 30. FIG.

As an example, the client device 10 displays the plug-in screen SC214 shown in FIG. 17 on the display 21, for example. The plug-in screen SC214 assists the user of the client device 10 in inputting a form (for example, an inquiry form) included in the target Web content. The plug-in screen SC214 includes objects B2141-B2142.

Object B 2141 accepts user instructions for entering default information. When the object B2141 is selected, the client device 10 inputs default information into the specified text field in the web content displayed in the web browser area DA20 (FIG. 11). The predefined information can include, for example, at least one of the following.
・Information about the user (person in charge) of the client device 10 ・Information about the sales entity corresponding to the user (person in charge) of the client device 10 ・Information of fixed form information is, for example, for each business project or crosses multiple business projects. and may be managed. The default information may be edited by the user (person in charge) of the client device 10 .

Object B 2142 accepts user instructions to report completion of form submission. When object B 2142 is selected, server 30 detects via client device 10 that the form has been submitted.

Alternatively, although not shown, the client device 10 may present a plug-in screen for assisting the user of the client device 10 in sending an e-mail to the target company or a specific individual belonging to the target company. For example, the plug-in screen may display information about destination address candidates for the e-mail, or display information on fixed phrases that can be set in the title or body of the e-mail.

After step S3322, the server 30 executes detection of execution of sales activities (S3322).
Specifically, the server 30 receives information from the client device 10 (for example, information indicating an object selected by the user on the plug-in screen or the (information indicating the content of user input in ). As an example, server 30 may detect the implementation of at least one of the following.
・Sending forms ・Sending emails ・Sending SMS (short message service) messages ・Sending SNS messages ・Phone calls

After step S3322, the server 30 updates the sales project database (S3323).
Specifically, server 30 updates the sales task database (FIG. 8) to reflect the performance of the sales activity detected in step S3322.

As a first example of updating the sales project database (S3323), the server 30 searches the sales task database for sales task information corresponding to the sales activities detected in step S3322. The server 30 sets a value corresponding to the date and time when the implementation of the sales activity is detected in the completion date and time information included in the discovered sales task information.

As a second example of updating the sales project database (S3323), the server 30 generates sales task information corresponding to the sales activity detected in step S3322 and adds it to the sales task database. The server 30 sets a value corresponding to the date and time when the execution of the sales activity is detected in the completion date and time information included in the sales task information to be added.

A third example of updating the business project database (S3323) is a combination of the first and second examples of updating the business project database (S3323). That is, server 30 searches the sales task database for sales task information corresponding to the sales activity detected in step S3322. If such sales task information can be found, the server 30 performs processing similar to the first example of updating the sales project database (S3323). On the other hand, if such sales task information cannot be found, the server 30 performs the same processing as in the second example of updating the sales project database (S3323).

(4-4) Fourth Example of User Activity Assistance (S132) A fourth example of user activity assistance (S132) will be described. In the fourth example of user's activity assistance (S132), two or more of the above-described first to third examples of user's activity assistance (S132) are combined.

(5) Summary As described above, the server 30 of the present embodiment allows the Web content (target Web content) being viewed by the user of the client device 10 to be any company information stored in the company database. Identify whether the web content is related to the company corresponding to . The server 30 performs information processing for assisting the user's activities for the specified company (target company). As a result, the user of the client device 10 can efficiently carry out activities while browsing Web content related to the target company.

The server 30 may present information about the target company (eg, company information stored in the company database (FIG. 5)). As a result, the user of the client device 10 can check the information about the target company while viewing the web content related to the target company.

The server 30 may present the sales task information set in the sales task database to the sales destination (for example, an individual belonging to the target company). As a result, the user of the client device 10 can check the sales task information set for the sales destination of the target company while viewing the Web content related to the target company.

The server 30 detects the execution of sales activity by the user of the client device 10 toward the business destination (for example, an individual belonging to the target company), and records a log of the execution of the sales activity when the execution of the sales activity is detected. The sales task database may be updated to As a result, the user of the client device 10 can easily record the log of the sales activity performed while confirming the Web content related to the target company. Further, the server 30 may perform input assistance for a form included in the target Web content, and update the sales task database so as to record a log of the form transmission when the transmission of the form is detected. . As a result, the user of the client device 10 can efficiently transmit the form included in the Web content related to the target company and easily record the log of the form transmission.

The server 30 may present the history of sales activities conducted by the sales entity to the business destination (for example, an individual belonging to the target company). As a result, the user of the client device 10 can check the history of the sales activity of the sales entity for the target company while viewing the Web content related to the target company.

The server 30 may present the business destination information stored in the business destination database to the business destination (for example, an individual belonging to the target company). As a result, the user of the client device 10 can simultaneously check the Web content related to the target company and the business contact information corresponding to the business contact of the target company.

(6) Other Modifications The storage device 11 may be connected to the client device 10 via the network NW. The display 21 may be built into the client device 10 . Storage device 31 may be connected to server 30 via network NW.

Each step of the information processing described above can be executed by either the client device 10 or the server 30 . That is, some or all of the steps may be executed by the client device instead of the server 30, or may be executed by the client device 10 and the server 30 in cooperation.

In the above description, an example of specifying the target company based on the address information of the web content has been shown. However, the target company may be specified based on the analysis of not only the address information but also information (for example, text) included in the web content.

In the above explanation, an example was shown in which a business target database and a business task database are constructed with a specific individual belonging to a specific company as a business target. However, for example, a business target database and a business task database may be constructed with a specific company as a business target. In this case, the field configurations of the sales destination database of FIG. 7 and the sales task database of FIG. 8 may be modified as appropriate.

In the above description, an example of specifying a specific company related to web content (typically corresponding to the originator of web content) was shown. However, the server 30 may identify specific individuals (individuals belonging to a specific company corresponding to any company information stored in the company database) associated with the web content. In this case, the server 30 establishes an individual identification table (illustrated as do not). The server 30 may also present the user of the client device 10 with information (for example, profile, position in the company to which he/she belongs, department to which he/she belongs, history, or work) on the identified individual (target individual). The information about the identified target individual may be information stored in the business database, or may be information stored in another database (not shown).

The server 30 may present dynamic information, which is information added or updated within a predetermined period of time regarding the specified company (target company) or individual (target individual). As a result, the user of the client device 10 can preferentially check the temporally new dynamic information among the information related to the target company or the target individual when viewing the Web content related to the target company or the target individual.

In the above description, various examples of user activity assistance (S132) have been described. However, the server 30 can perform assistance (S132) of the user's activities in other manners.
As an example, the server 30 may present the user of the client device 10 with a plug-in screen including an object for receiving an instruction to add the specified company (target company) or individual (target individual) to the business destination database. good. When such an object is selected, server 30 adds the business contact information corresponding to the target company or target individual to the business contact database. Thereby, the user of the client device 10 can immediately add the business contact information corresponding to the target company or the target individual to the business contact database when viewing the Web content related to the target company or the target individual.
Alternatively, when information on a target company or a target individual is registered as a business target in the business target database, the server 30 may present sales task information set for the target company or target individual. In addition, the server 30 stores information corresponding to incomplete sales tasks (that is, ToDo A user of the client device 10 may be presented with a plug-in screen including an object for displaying a list.
Alternatively, the server 30 may present the user of the client device 10 with a plug-in screen including an object for receiving an instruction to carry out a sales activity (for example, sending a fixed message (e-mail, SMS message, or SNS message)). good. When such an object is selected, server 30 updates the sales task database to log the performance of the sales activity corresponding to that object. As a result, the user of the client device 10 can efficiently carry out sales activities while confirming Web contents related to the target company, and can easily record a log of the sales activities.

In the above description, an example was shown in which the activities of the user of the client device 10 are sales activities. However, the present embodiment is not limited to sales activities, and can be applied to various activities that involve analysis of companies or individuals, such as investment activities, recruitment activities (which may include employment, job change, or headhunting).

Although the embodiments of the present invention have been described in detail above, the scope of the present invention is not limited to the above embodiments. Also, the above embodiments can be modified and modified in various ways without departing from the gist of the present invention. Also, the above embodiments and modifications can be combined.

1: information processing system 10: client device 11: storage device 12: processor 13: input/output interface 14: communication interface 21: display 30: server 31: storage device 32: processor 33: input/output interface 34: communication interface

Claims (12)

the computer,
means for referencing one or more databases including a corporate database in which corporate information is stored;
Means for acquiring information about the address of the target web content that is the web content that the user is browsing;
A company or company corresponding to any of the company information stored in the company database related to the target Web contents by referring to a table that associates information relating to Web content addresses with information that identifies companies or individuals. a means of identifying an individual belonging to
functioning as means for performing information processing for assisting the user's activities related to the target company or target individual, which is the company or individual identified as being related to the target web content ;
The information processing is a process of presenting to the user information stored in association with the target company or the target individual in any of the one or more databases, or a process of presenting the target company to any of the one or more databases or storing information associated with the subject individual.
program. The information processing means presents information stored in the company database in association with the identified target company to the user .
A program according to claim 1. The means for performing information processing is information added or updated within a predetermined period from information stored in association with the identified target company or target individual in any of the one or more databases. presenting certain dynamic information to the user ;
A program according to claim 1 . The one or more databases include a business destination database in which business destination information managed by a business entity corresponding to the user is stored,
The information processing means updates the business destination database so as to add business destination information corresponding to the identified target company or target individual in accordance with the user's instruction.
A program according to claim 1. The one or more databases include a sales destination database storing sales destination information managed by a sales entity corresponding to the user, and a sales task database storing sales task information managed by the sales entity. ,
In the case where a sales destination corresponding to the identified target company or target individual is managed in the sales destination database, the information processing means is configured to: presenting the configured sales task information to the user ;
A program according to claim 1. The one or more databases include a sales destination database storing sales destination information managed by a sales entity corresponding to the user, and a sales task database storing sales task information managed by the sales entity. ,
Means for detecting the execution of sales activities by the user for the business destination corresponding to the specified target company or the target individual when the business destination corresponding to the specified target company or the target individual is managed in the business destination database. , further functions as
the means for detecting detects implementation of the sales activity based on information from a client device that the user is using to browse the target web content;
The detected business activity is at least one of sending a form, e-mail, SMS (Short Message Service) message, or SNS (Social Networking Service) message to the business destination, or calling the business destination. ,
When the performance of the sales activity is detected, the information processing means updates the sales task database so as to record a log of the performance of the sales activity.
A program according to claim 1. The information processing means assists in inputting a form included in the target Web content, and a business partner corresponding to the specified target company or target individual is managed in the business partner database, and updating the sales task database to log the submission of the form when the submission of the form to the business is detected;
7. A program according to claim 6. The information processing means performs sales activities with respect to the sales destination in accordance with the user's instruction when the sales destination corresponding to the specified target company or the target individual is managed in the sales destination database. and update the sales task database to log the performance of the sales activity;
7. A program according to claim 6. The one or more databases include a sales destination database storing sales destination information managed by a sales entity corresponding to the user, and a sales task database storing sales task information managed by the sales entity. ,
The information processing means, when a sales destination corresponding to the identified target company or target individual is managed in the sales destination database, presenting to the user information on the history of sales activities conducted by the business entity with respect to the destination ;
The sales activity is at least one of sending a form, e-mail, SMS (Short Message Service) message, or SNS (Social Networking Service) message to the business destination, or calling the business destination,
A program according to claim 1. The one or more databases include a business destination database in which business destination information managed by a business entity corresponding to the user is stored,
When the business destination corresponding to the identified target company or target individual is managed in the business destination database, the means for performing information processing stores information in the business destination database in association with the business destination. presenting stored information to the user ;
A program according to claim 1. means for referencing one or more databases including a company database storing company information;
means for acquiring information about the address of target web content that is web content being viewed by a user;
A company or company corresponding to any of the company information stored in the company database related to the target Web contents by referring to a table that associates information relating to Web content addresses with information that identifies companies or individuals. a means of identifying an individual belonging to
means for processing information to assist a user's activities with respect to a target company or target individual that is a company or individual identified as being associated with said target web content ;
The information processing is a process of presenting to the user information stored in association with the target company or the target individual in any of the one or more databases, or a process of presenting the target company to any of the one or more databases or storing information associated with the subject individual.
Information processing equipment. the computer
referencing one or more databases, including a company database containing company information;
obtaining information about the address of the target web content, which is the web content being viewed by the user;
A company or company corresponding to any of the company information stored in the company database related to the target Web contents by referring to a table that associates information relating to Web content addresses with information that identifies companies or individuals. identifying individuals belonging to
processing information to assist a user's activities with respect to a target company or target individual that is a company or individual identified as being associated with said target web content ;
The information processing is a process of presenting to the user information stored in association with the target company or the target individual in any of the one or more databases, or a process of presenting the target company to any of the one or more databases or storing information associated with the subject individual.
Method.

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