JPH07334570A - Customer management system using automatic data entry device - Google Patents

Abstract

PURPOSE:To provide a customer management system capable of speedily performing the registration of application for the attendance reservation to the meeting such as seminars and the reception register processing at the time of the attendance and efficiently performing a series of management job such as issuance of the participant card, the hall reservation, and the analysis of the participant. CONSTITUTION:A customer code is mechanically read to be acquired by an automatic data entry device using the optical reading method and the method for extracting the customer code in software from a facsimile reception signal, etc., by printing a bar code or a customer code, which can be mechanically read by a machine such as OCR, on an application 31 to be issued and delivered based on a customer master 21 and using the application 31 to be returned from the person who desires to attend. The application of the customer concerned is registered in the customer master 21. At the time of attendance the customer code of a participant card 51 is mechanically read and is registered. Since the registration processing can be speedily and mechanically performed, the issuing of the participant card 51 and a meeting schedule list which is usable for the reservation of hall or the analysis processing of the participant can be performed timely based on the registered customer master 21.

Description

Detailed Description of the Invention

[0001]

[Industrial application] The present invention issues an application form to a customer (notified person) who is expected to attend in advance in the operation of a meeting such as a seminar, lecture, study group or corporate event. , Distribution, and automatic registration of applications from attendees, registration of attendance at attendance slips such as attendance slips at the venue on the day of the event, and after the fact The present invention relates to a customer management system that performs a series of processes.

[0002]

2. Description of the Related Art Conventionally, at the time of holding a seminar, a lecture, a research meeting, or a meeting, a general meeting, a regular meeting, a corporate event, etc., a notice, an invitation, etc. has been sent to a person (notified person) who should be notified of the event. The work of sending out the notification and application form and registering the attendant who wishes to attend is based on the application form returned by mail or fax from the applicant.
I have manually created a list of people who want to attend. As a concrete method of creating this list of applicants for attendance, if the list of notified persons is stored in the database as a customer master, for example, the customer master is searched by its name etc. based on the application from the applicant. Participants who added the information indicating that they are willing attendees to some of the customer information of the corresponding notified person, or duplicated the customer information of the corresponding notified person and listed only those who want to attend. I have created a master.

[0003]

However, in the above-mentioned conventional method, the database called the customer master is used for printing the address to which the notice is sent, etc., but the merit of the database is utilized. In the method, it was necessary to input the name for searching the database from the keyboard for each person's application, and when it was necessary to register a large number of applicants for attendance, it was not possible to perform prompt processing. In addition, when registering for attendees on the day of the event, you may have your name entered in the attendee list whose name field is blank,
I am asked to fill in a circle in the corresponding name field of the applicant list and to submit a business card.If I register it in the database of the customer master etc., it will be done at a later date. It was difficult for the master to quickly analyze the attendee information.

Therefore, according to the present invention, the registration process for attendees can be performed swiftly and reliably, and the receptionist registration process on the day of the meeting can be similarly swiftly performed, and as a result, more efficient operation of the meeting can be performed. The purpose is to provide a reliable customer management system.

[0005]

[Means for Solving the Problems] In order to achieve the above object, a customer management system of the present invention is provided with a seminar, a workshop,
At the time of holding a meeting such as a research group, based on a customer master who has a list of notified persons who should be notified of the holding of the meeting, issue an application form with a machine-readable customer code that identifies the customer and be notified To the customer master and automatically register the application based on the application form from the applicant for attendance to the customer master, and the meeting schedule and customer code are added based on the customer master after the applicant for attendance is registered. Issue the attendance form and distribute it to those who wish to attend.
In addition, the attendee who does not attend the meeting will be processed according to the customer code on the attendance slip, and the attendee analysis will be performed after the meeting. A customer management system for managing a customer who is an attendee, and storage means for storing a customer master having information about the notified person, the applicant for attendance, and the customer as an attendee,
Application form issuing means for issuing an application form having a machine-readable customer code based on the customer master stored in the storage means, and a customer code of the application form distributed to and returned to the notified person And an application registration means for automatically registering an applicant for attendance to a customer master by using an automatic data entry device that mechanically reads by extracting a customer code from the image data of the application form read or transmitted by facsimile. The customer management system has a different configuration.

Further, in the above customer management system, an attendance slip is issued based on the customer master to the notified person at the time of issuing the application form or to the attendee after registering the applicant to attend the customer master. It also has a means for issuing attendance forms. The customer management system may also be configured to include a schedule table creating means for creating a meeting schedule table based on the customer master who has registered the attendant.

Further, in the customer management system, the customer code attached to the attendance slip brought by the attending attendees is machine-read at the venue on the day of the meeting, and the attendees are registered as the customer master. It is configured to include means. Further, the above customer management system includes a venue customer master creating means for creating a venue customer master having at least a list of attendees, and a venue customer master in which attendees are registered by the following customer management system. As a main system with a configuration that also includes attendance re-registration means for re-registering attendee information from the customer master, this main system and the customer management system for the venue used at the venue on the day of the meeting, A venue storage means for storing the customer master for the venue and a reception registration means for mechanically reading the customer code given to the attendance slip brought by the attending attendees and registering the attendees as the customer master for the venue. In some cases, the customer management system is composed of a subsystem of the customer management system for the venue, which is provided. In addition, in a customer management system that has a customer master in which attendees are registered, the application and attendance history consisting of application and attendance history for each customer is analyzed based on the customer master in which attendees are registered or re-registered. The configuration also includes an analysis output unit for outputting.

[0008]

In the customer management system of the present invention, an application form to which a machine-readable customer code is attached is issued based on a customer master who has information on the customer who should be notified of the holding of the meeting. Since the customer code given to the application sent by mail or fax etc. from the attendee desiring to attend at the notified person who received this application form is machine readable, please use this customer code By reading it with a machine, the automatic registration process of attendees is performed without manually inputting their names and the like from the keyboard. Then, the customer master who has the information of the applicant is obtained.

[0009] Further, since the meeting schedule can be issued immediately after registering the applicant for attendance with the customer master, the managing party manages the meeting and the attendee, who has received the distributing schedule, can self-register. It can be useful for managing the schedule of.

Further, in the attendee registration process at the reception on the day of the meeting, since the customer code given to the attendance card brought by the attendee can be machine-readable, this customer code can be read by the customer management system for the venue. By machine reading, the customer master for the venue with attendee information is obtained, and attendance information is re-registered to the customer master from the customer master for the venue who has already registered for attendance (when the customer management system for the venue is not provided. The main customer management system will process the registration directly to the customer master). In addition, the customer management system for the venue creates and operates a customer master for the venue, which has information for only those who want to attend at least separately, so the storage means and device can be small and can be processed according to the size of the meeting. Can be done.
It should be noted that the attendance slip with a machine-readable customer code is issued / distributed at the same time as the issuance / distribution of the application form, or is issued after registering the applicant for attendance and distributed to the applicant for attendance.

Further, the customer master in which the attendee information is registered has the information of the notified person, the applicant for attendance (applicant) and the attendee for each customer. Based on this customer master, each customer master The application / attendance history is analyzed by analyzing the history of each application and attendance.

[0012]

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS An embodiment of the customer management system of the present invention will be specifically described below with reference to the drawings. FIG. 1 is a block diagram of a customer management system of the present invention. In the figure,
1 is a customer management system, 1a is a main system customer management system, and 1b is a venue customer management system which is a subsystem provided as needed.

In the customer management system 1a of the main system, 2 is a storage means in which a customer master 21 is stored, 3 is an application issuing means for issuing an application 31, C is a customer code, and 4 is a mailed application. Application registration means using an automatic data entry device that mechanically reads the customer code given to the customer master and registers the applicant for attendance in the customer master.This application registration means is transmitted when the application form is received by facsimile. It is a means for extracting the customer code from the signal of the image data to be registered and registering the applicant for attendance in the customer master. Further, 5 is an attendance form issuing means for issuing the attendance form 51, 6 is a schedule form issuing means for issuing the schedule table 61, and 7 is a machine code reading the customer code of the attendance form brought by the attendee to attend the customer master. Registration means for registration (when the customer management system 1b for the venue is used, the registration means 7 is not used or is unnecessary), 8 is a venue customer master creation means for creating the venue customer master 22,
Reference numeral 71 is a re-registration means for re-registering attendance information from the customer master 22 for the hall where attendance has been registered to the customer master 21 (if the attendance registration is all performed by the registration means 7, the hall customer master creating means 8 and the re-registration means). Reference numeral 71 is unnecessary), and 9 is an analysis output means for analyzing and outputting the application / attendance history 91 based on the customer master in which the attendance of the customer is registered.

In the customer management system 1b for the venue of the subsystem, 2b is storage means for the venue for storing the customer master 22 for the venue, and 7b is a customer master by mechanically reading the customer code of the attendance card brought by the attendee. Attendance registration means to register attendance. When the customer management system 1a of the main system is equipped with the attendance registration means 7 and attendance registration is performed using this, the customer management system 1b for the venue is not necessary.

Next, the flow of processing when the above-mentioned customer management system is used for holding and operating a seminar is shown in FIG.
It will be specifically described with reference to the flowchart of FIG.

First, as the customer management systems 1a and 1b, a computer such as a personal computer or EWS is used, and a device for mechanically reading a customer code (including a communication device when receiving an application form by facsimile) and an application. Connect a printing device, etc. that issues written documents and attendance cards,
As the storage medium, a portable storage medium such as a floppy disk or a magneto-optical disk, a hard disk, or the like is properly used according to the file size of the customer master.

The first process is to issue an application form by the application form issuing means in step S1. The customer master 21 on which the application is issued is a database including customer information such as names and addresses of customers (notified persons) who should be notified of the meeting. In addition, the customer master 21 selects and extracts the notified person from other customer masters including a wide range of information of a larger number of customers based on the genre of the intended meeting, and further manages the notified person. The database may be limited to necessary customer information. As a result, there is a merit that a portable storage medium having a small capacity such as a floppy disk can be used as a file having a compact size. The application form 31 is in the form of a continuous form in which the address part 32, a greeting card 33, a seminar list 34, and the application form 31 are zigzag-folded in a Z shape through the horizontal sewing machine 35 from the top as shown in FIG. 3, for example. . Common information such as greetings and seminar list is printed by a usual printing means such as offset printing, and the individual information of each notified person such as address and customer code C given to the application form 31 is the application form. The application device 31 is printed by the printing device attached to the issuing means, and the set of other documents as shown in FIG.
The customer code C printed and attached to the application form may be machine-readable, for example, a bar code, etc. Also, when the application is received by facsimile reception and the machine-readable directly from the image data signal, the OCR is performed. Etc. can be used.

Next, in step S2, the issued application form is distributed to the notified person. Distribution will be by mail or other means. The mailing is carried out, for example, by enclosing the application form so that the address part can be seen through the window of the windowed envelope.

Then, in step S3, the application is registered by the application registration means using the application form sent from the attendee who is the notified person and wishes to attend. As an application registration means, machine scan the customer code of the application form to obtain,
An automatic data entry device is used for registering with the customer master that the notified person corresponding to the customer code is an attendant. A customer code such as a bar code is attached to the application form returned by the applicant from the postal means, so the customer code can be mechanically read by a bar code reader equipped with the automatic data entry device of the application registration means. To get the customer code. In addition, since the customer application code such as OCR is attached to the application form sent back as a hard copy by a fax from an applicant for attendance, this customer code is mechanically read by an OCR reader equipped with an automatic data entry device. To get the customer code. If the application returned by facsimile has a customer code such as OCR, the customer code is obtained by an automatic data entry device that directly extracts the customer code portion from the image data signal obtained from the facsimile signal. The application registration means performs registration processing on the basis of the customer code acquired by the automatic data entry device, in the corresponding customer record of the customer master, indicating that the customer is an attendant. Further, as a method of obtaining the customer code of the automatic data entry device, a method in which the device automatically responds by a touch-tone telephone and receives an application may be used.

Then, step S4 (S4a and S4
b. As for the order relationship between S4a and S4b, whichever may come first), based on the customer master who has registered the applicant for attendance,
The schedule table issuance means (S4a) is issued by the schedule table issuing means, and the attendance vote (S4b) is issued by the attendance vote issuing means. The schedule table and attendance table are printed by the printing device. The same device can be commonly used as the printing device and the application printing device described above. The schedule can be omitted when operating a single meeting, but it is especially useful when holding multiple meetings, making a reservation decision for the venue used for each meeting, and notifying those who wish to attend. . Here, the attendance vote is a vote that proves that you have the right to attend the meeting. Therefore, in the case of a seminar such as the seminar illustrated in this description, the attendance slip is specifically used. However, if the meeting is not a class such as a general meeting, it is not a participation vote. A machine-readable customer code is also printed on the attendance slip by the attendance slip issuing means.

Next, in step S5, the attendance applicant and the schedule table are distributed to the applicants for attendance. If the distribution is done by mail, the address should be printed at the same time when the attendance form is issued.

Then, in step S6, the venue customer master used by the venue customer management system is prepared by the venue customer master creating means in preparation for the date of the meeting.
Attendees select and create desired information from registered customer masters. The venue customer master is held on a portable storage medium such as a floppy disk or a fixed storage medium such as a hard disk included in the venue computer system. The purpose of creating a customer master for the venue separately is that the customer management system for the venue must have at least attendance registration means. Therefore, a small computer system is sufficient.
Further, it is to enable operation with a small capacity storage medium such as a floppy disk as the storage means. Therefore, in order to minimize the content of the customer master, for example, the customer master for the venue only for those who wish to attend is set. By doing this, the number of records in the master file is reduced, for example, from several tenths to several hundreds, and the search time for searching the master file with the customer code acquired during the attendance registration process is shortened. Rapid processing can be achieved with a small-scale, inexpensive computer system. The customer management system for the venue is not required in the method of attendance registration processing by providing the attendance registration means described below in the customer management system of the main system. In this case, it is related to the customer management system for the venue. Various means can be omitted.

Then, in step S7, the attendance registration means machine-reads the customer code given to the attendance card brought by the attendee at the reception on the day of the meeting, acquires the customer code, and sets it as the customer code. The registration process is performed to add the attendance information of the corresponding applicant to the customer master for the venue. The customer code can be acquired with a bar code reader if the customer code is, for example, a bar code, or O if it is OCR.
Perform with CR reader.

Then, in step S8, the attendance re-registration means is used to generate the attendance registration based on the venue customer master.
Re-register attendance information in the main database, Customer Master.

Then, in step S9, the application / attendance history is analyzed by the analysis output means and displayed on a video display means such as a CRT, or the analysis result is printed out as a hard copy. The analysis of the application / attendance history is information on past and present attendance applications for each customer, information on whether or not they actually attended, etc. , It will be useful information for the seminar operation. The analysis output means analyzes and outputs various kinds of information such as each meeting or each kind of meeting in addition to the customer, and performs various kinds of analysis using application information and attendance information.

The above is the flow of a series of processes of the customer management system of the present invention. With respect to the attendance card described above, a preferable mode will be further described. FIG. 4 is a diagram showing an example of the attendance slip. In the figure, the attendance slip 51 is a mount 52
It is laminated on a part of the upper part, the other part of the mount 52 is the address part where the address for mailing is printed, and the customer code C is printed on a part of the attendance slip 51. The mount is made of paper, synthetic paper, etc., and the attendance slip is made of a laminate of paper, plastic, synthetic paper, etc. The attendance slip 51 is peelably adhered to the mount, and when attending the meeting, the attendance slip 51 should be removed from the mount and brought. The back surface of the peeled attendance slip 51 is a non-adhesive plastic surface (see Japanese Patent Laid-Open No. 5-24382) or an adhesive surface. If the back surface of the attendance slip 51 is an adhesive surface, it can be attached to the chest of clothes and used as a name tag.

Thus, by the customer management system of the present invention, the application registration of attendees, the creation of the meeting schedule, the attendance registration of attendees, the analysis of attendance history, etc. can be processed promptly and efficiently and effectively. Management is done.

[0028]

As described above in detail, according to the customer management system of the present invention, the registration of the application for the applicant for attendance is performed by mechanically reading the customer code by the automatic data entry device, so that the name and the like are manually input. Without it, automatic registration is possible. In particular, when the application form is received by facsimile and the customer code is directly extracted and registered from the image data of the facsimile, registration can be performed completely without human intervention, and a large amount of application registration processing can be performed quickly. As a result, based on the customer master who has completed the application registration process, the schedule table and attendance form can be created and distributed immediately, and the venue can be reserved and the attendance form can be distributed quickly. Further, since the attendee's reception is registered on the day of the meeting by mechanically reading the customer code of the attendance slip, the reception registration process can be performed quickly. Further, based on the customer master who has already registered for attendance, the application / attendance history can be analyzed promptly, and useful information for holding and managing future meetings can be obtained.

[Brief description of drawings]

FIG. 1 is a block diagram of an embodiment of a customer management system of the present invention.

FIG. 2 is a diagram showing a processing flow of customer management according to an embodiment of the customer management system of the present invention.

FIG. 3 is a diagram showing an example of an application form used in the customer management system of the present invention.

FIG. 4 is a diagram showing an example of an attendance slip used in the customer management system of the present invention.

[Explanation of symbols]

 1 Customer Management System 1a Customer Management System (Main System) 1b Customer Management System (Subsystem) for Venue 2 Storage Means 2b Storage Means for Venue 21 Customer Master 22 Customer Master for Venue 3 Application Form Issuing Means 31 Application Form 32 Address Part 33 Greeting Letter 34 Seminar List 35 Horizontal Sewing Machine 4 Application Registration Means 5 Attendance Form Issuing Means 51 Attendance Form 52 Mounts 6 Schedule List Issuing Means 61 Schedule List 7 Attendance Registration Means 7b Attendance Re-Registration Means 8 Venue Customer Master Creating means 9 Analysis output means 91 Application / attendance history, etc. C Customer code

Claims (6)

[Claims] 1. When holding a meeting such as a seminar, a seminar, or a research meeting, a machine-readable customer code for identifying a customer based on a customer master who has a list of notified persons who should be notified of the holding of the meeting is provided. Issue the assigned application and distribute it to the notified person, automatically register the application based on the application from the applicant for attendance in the customer master, and based on the customer master after the applicant is registered Issue a meeting schedule and attendance slip with customer code,
A series of meetings is held, in which attendance slips are distributed to those who wish to attend, and the reception desk for attendees who arrive on the day of the event is processed according to the customer code in the attendance slip, and in addition, after the end of the meeting, attendees are analyzed. Is a customer management system for managing customers who are attendees or non-attendees for the operation of, and a storage means for storing a customer master having information on the notified person, the applicant for attendance, and the customer as an attendee. An application form issuing means for issuing an application form having a machine-readable customer code based on the customer master stored in the storage means, and a customer code of the application form distributed to the notified person and returned. Use the automatic data entry device that machine-reads or machine-reads by extracting the customer code from the image data of the application form sent by facsimile to identify the applicants for attendance. Customer management system and an application registration means for automatic registration to over. 2. An attendance form issuing means for issuing an attendance form based on the customer master to the person to be notified at the time of issuing the application form or to the attendee after registering the attendant to the customer master The customer management system according to claim 1. 3. The customer management system according to claim 1, further comprising a schedule table creating means for creating a meeting schedule table based on a customer master after registering attendees. 4. An attendance registration means for registering an attendee as a customer master by machine-reading a customer code given to an attendance slip brought by an attending attendee at the venue on the day of the meeting. The customer management system according to 1, 2, or 3. 5. A venue customer master creating means for creating a venue customer master having at least a list of attendees, and an attendee from the venue customer master whose attendees are registered by the following venue customer management system. A customer management system according to claim 1, 2 or 3, further comprising: an attendance re-registration means for re-registering the information of (1) to a customer master, and the customer management system for a venue used at the venue on the day of the meeting, wherein A storage means for storing the customer master for the venue and an attendance registration means for registering the attendee as the customer master for the venue by mechanically reading the customer code given to the attendance slip brought by the attending attendees. A customer management system consisting of the customer management system for the venue provided. 6. An analysis output means for analyzing and outputting an application / attendance history including an application history and attendance history for each customer based on a customer master whose attendees have been registered or re-registered. Customer management system described.