JPH05266034A - Customer control system provided with event information control function - Google Patents

Abstract

PURPOSE:To enable a businessman to easily set his acting schedules and strategy for the sales activities referring to the basic information, the application results and the event information (the scheduled dates of events, the scheduled dates of visits and the visit history) of the customers with a single retrieving action. CONSTITUTION:A customer basic data file 1-3 is provided to store the basic information on the customers together with an application result data file 1-5 which inputs the application result information in sequence and stores the purchase results of the customers, an event information data file 1-8 which promotes the purchase of the customers, and a customer information inquiry terminal 1-10. Then the prescribed weight is applied to the past approximate to the point of time requested by the terminal 1-10 and the contents of each file are displayed at the terminal 1-10.

Description

Detailed Description of the Invention

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a customer management system, and more particularly to a customer management system with an event information management function including a salesperson's action schedule.

[0002]

2. Description of the Related Art In a conventional customer management system, as shown in FIG. 2, a customer basic item registration / correction function for a customer number and a cumulative use or cumulative function of the customer number are centrally managed. Although it is held, event schedule information is managed on another dimension.

FIG. 2 shows an example of the configuration of a conventional customer management system. The customer basic data 2-3 is registered through the customer registration / correction / deletion processing 2-2 from the customer basic information input 2-1 screen. As the usage record data 2-5, the data collected from other systems is used as the usage record update process 2-.
The results are registered via 4. The event information data 2-8 is registered from the event information input 2-6 screen via the event registration / correction / deletion process 2-7. The customer information inquiry 2-11 refers to the event information data after editing the event information data through the inquiry editing process 2-10.

[0004]

SUMMARY OF THE INVENTION In order to formulate an action schedule plan by using the customer management and the event information management which are composed of the conventional separate systems, two operations are not performed. There was a problem that information could not be obtained. The present invention provides a customer management system that solves the above-mentioned drawbacks.

[0005]

DISCLOSURE OF THE INVENTION The present invention is intended to provide a customer information management system that can solve this problem, in which a customer basic data file for storing customer basic information and usage record information are sequentially input. The usage record data file that stores the purchase record of the customer, the event information data file that prompts the customer to purchase, and the contents in each of the files are displayed with a predetermined weight in the past close to the time point requested by the terminal. Consists of

[0006]

DESCRIPTION OF THE PREFERRED EMBODIMENTS Next, the present invention will be described with reference to the drawings.

FIG. 1 is a block diagram showing the configuration of an embodiment of the present invention, and FIG. 3 is an explanatory diagram for explaining the operation of this embodiment. The customer basic data 1-3 in the file format is the customer registration / correction / deletion process 1 from the screen of the customer basic information input 1-1.
-Registered via -2. The usage record data 1-5 in the file format is registered as a record of the usage record data 1-5 through the usage record update process 1-4 based on the data counted from other subsystems. File format event information data 1-
8 is registered through the event registration / correction / deletion process 1-7 from the event information input 1-6 screen. The customer information inquiry terminal 1-10 synthesizes and edits the customer basic data 1-3, the usage record data 1-5, and the event information data 1-8, which are file format data, through the inquiry editing process 1-9. It is supposed to be referenced in.

[0008] The operator inputs a customer name (any number of digits is allowed) to be searched from the customer name input processing screen 3-1 to display the same name on the customer same name display processing screen 3-2. . Further, the operator repeats the screen scroll until the target customer is found on the customer same-name display processing screen 3-2, and when the target customer is found, by inputting the line number, the latest event information display processing screen is displayed. The latest schedule is displayed in 3-3 (a scroll function is provided before and after the date). In the latest schedule information, it is possible to register event information, visit schedules, visit records and contents. On the latest event information display processing screen 3-3, the operator formulates a future schedule plan and a visit plan while the next usage record processing screen 3-4.
By instructing, you can grasp the usage record of the customer for our company. By grasping the usage record, the information when visiting the customer will be more detailed, and you can expect the outcome of the visit. When the operator wants to refer to the basic item of the customer, he / she can instruct the basic information display processing screen 3-5 to refer to items such as the address, the name of the person in charge, and the information about the year-end / year-end gift.

Therefore, the operator is required to select the process screen from 3-1 to 3
In the flow up to -5, especially if the action plan is formulated centering on the latest event information display processing screen 3-3, not only the opportunity loss due to forgetting the schedule can be prevented, but also the private information for the customer is shared. Since it is possible, even when the organization is changed or the person in charge is changed, it can be used as effective and necessary information. 3-1 to 3-5 of the present invention are functional examples of the inquiry edit processing 1-9 in FIG. 1, and are examples showing the movements displayed in the customer information inquiry 1-10.

[0010]

As described above, according to the present invention, it is possible to refer to the customer's basic information / usage record and event information (scheduled event holding date / scheduled visit date / visit history) by one search operation. Therefore, there is an effect that a salesperson can easily make an action schedule and a strategy plan when performing sales activities.

[Brief description of drawings]

FIG. 1 is a block diagram showing the configuration of an embodiment of the present invention.

FIG. 2 is a block diagram showing an example of a conventional customer management system.

FIG. 3 is an explanatory diagram illustrating the operation of the embodiment.

[Explanation of symbols]

1-1 Customer basic information input 1-2 Registration / correction / deletion processing system 1-3 Customer basic database 1-4 Usage record update processing system 1-5 Usage record database 1-6 Event information input 1-7 Event information registration -Correction / deletion processing system 1-8 Event information database 1-9 Inquiry editing processing system 1-10 Customer information inquiry 3-1 Customer name input processing 3-2 Customer same-name display processing 3-3 Latest event information display processing 3- 4 Usage record display process 3-5 Basic information display process

Claims (1)

[Claims] 1. A customer basic data file that stores customer basic information, a usage record data file that stores customer purchase records by sequentially inputting usage record information, an event information data file that prompts the customer to purchase, and a terminal. The customer management system is characterized in that the contents in each of the files are displayed with a predetermined weight in the past close to the request time from the customer.