KR200222370Y1 - Notebook for customer management - Google Patents

Abstract

end. The technical field to which the invention described in the claims belongs.

The present invention relates to a notebook for customer management using a customer management technique. In particular, it is possible to easily grasp the schedule of a certain period, to quickly and accurately grasp the customer's disposition, and to allow permanent preservation without losing data.

I. The technical problem the invention is trying to solve.

Those who work in occupations such as insurance company workers or automobile sales employees who need conventional customer management must take care of the anniversary of customers coming every year, but it was very difficult to rely on conventional diaries.

All. The gist of the solution of the invention.

Assigning serial numbers to the customers who are dealing with them, stacking the new cards in sequence according to the serial numbers, and making it easy to read as necessary, so that the characteristics of the customer can be easily identified.

la. Important uses of the devise

For customer care

Description

Notebook for customer management}

The present invention relates to a notebook for customer management using a customer management technique, and in particular, serial numbers are sequentially assigned to new or renewed customers generated during a certain period of time, and new record sheets and contact contents recording sheets are sequentially applied according to the assigned serial numbers. By stacking, you can easily identify schedules for the day or for a period of time, quickly and accurately identify customer preferences, and allow for permanent preservation without losing data.

In social life, the people you meet can be a valuable asset, especially for those in sales, where personal and customer care are one of the most important things that matter for your success.

Most people in the past have used diaries to remember many people who meet or have a deal.

However, it took a lot of time and effort to recover the memo written on the diary after a certain period of time, and most of the diary was replaced with a new diary after one year or a predetermined period of time, so that important memo contents were often buried.

In addition, people in occupations such as insurance company workers or auto sales personnel who need continuous customer care should take care of the anniversary of customers coming every year, but it was very difficult to rely on the conventional diary.

In recent years, the spread of personal computers and the development of customer management programs have generated a lot of customer management techniques, but if the data is damaged due to errors or hackers in the computer is difficult to recover.

Therefore, the present invention has been devised to solve the above-mentioned conventional problems, by assigning a sequential serial number to a counterpart customer and stacking the new personality cards sequentially according to the serial number, and making the reading easier as necessary. This is to understand the characteristics of the customer.

1 is an exemplary view showing a layout of a first slip sheet according to the present invention.

2 is an exemplary view of the first user guide of the present invention.

Figure 3 is an exemplary view of the second user guide of the present invention.

4 is an exemplary view showing a layout of a second sheet of paper according to the present invention.

Figure 5 is an exemplary view showing a form of the contract and renewal management according to the present invention.

Figure 6 is an exemplary view showing a form for the anniversary and event management according to the present invention.

7 is an exemplary view showing a layout of a third sheet of paper according to the present invention.

8 is an exemplary view showing an example of a personal record card according to the present invention.

9 is an exemplary view for describing customer contact contents according to the present invention.

Figure 10 and Figure 10 A is an illustration of to give a serial number to a customer according to the present invention.

Figure 11 and Figure 11 A is an illustration of a note paper according to the present invention.

Figure 12 and Figure 12 A is an exemplary view of the user for personal notes according to the present invention.

Figure 13 is a perspective view according to the production example of the present invention.

<Description of the symbols for the main parts of the drawings>

110: customer number classification sheet 120: customer identification sheet 130: contact sheet 140: anniversary management sheet 150: contract management sheet 160: leaflet 170: instruction manual 180: note paper 190: new entry sheet

Hereinafter, with reference to the accompanying drawings will be described in detail the most preferred embodiment of the present invention. In the case where the structural functions described in the specification and the drawings are the same, reference numerals and descriptions are omitted.

The customer management notebook of the present invention has a predetermined width and length, such as a known diary, and a general diary type including an outer part 100 made of a plurality of sheets and an outer skin part 200 covering the outer part 100. In the notebook, the to part 100 is a customer number classification paper 110, which is assigned by the serial number 112 and sequentially given the name 111 of the customer consisting of a plurality of customer identification record paper is recorded 120 and the contact history column 131 and other reference column 132 and the contact history record 130 is formed in the recommended customer column 133 is recorded, such as bibliographic information of the related person and the customer's anniversary and event details are serial number ( The anniversary management sheet 140 described together with 112 and the contract management sheet 150 described with the serial number 112, such as the contract date and the expiration date of the customer.

Customer number classification sheet 110, customer identification record sheet 120, contact history record sheet 130, anniversary management sheet 140 and the contract management sheet 150 constituting the above-mentioned 100, the number of customers increases According to the present invention, a plurality of sheets are stored in the outer skin part 200 without being ironed so that the added or removed customers can be described or removed.

In addition, the following may be further included depending on the use.

First, a sheet of paper 160 for separating various sheets of paper may be inserted to facilitate the extraction of customers.

The slip sheet 160 is composed of a plurality of sheets according to the degree of classification of the customer, and the index portion to be different from the protruding position is formed on one side or by using different colored paper can be easily distinguished.

At this time, in addition to the interleaver 160, the external markers of the respective components of the sorted to portion 100 may be made to be easily distinguished by giving a layer in the stacking order with the same shade as the external markers in advance.

Secondly, it may further include a user guide 170 briefly describing how to use for those who use the customer management diary of the present invention for the first time.

Third, a plurality of memo sheets 180 for describing other contents may be further included.

Fourth, the personal information of the person using the diary of the present invention may be written or the diary of the present invention may be customized or distributed as a group. It may include.

Fifth, the diary of the present invention may include a map unit (not shown) consisting of a national map and a regional map according to the distribution of customers to enable customer management by region.

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

The user who uses the diary of the present invention is the customer number illustrated in FIG. 10 when the customer who meets through consultation or face-to-face is judged as a provisional customer or when the customer concludes a contract by revealing the intention of purchasing the product to be sold by the user. It will be described sequentially on the classification sheet (110).

At this time, an area code description column (not shown) is formed at one side of the customer number classification sheet 110, and the country-specific map and the area map of the map unit (not shown) are provided with a classification code assigned to each region, thereby enabling customer management by region. It may also be configured.

In addition, the user is recorded in the serial number entry column 121 and the name entry column 122 formed on the upper side of the personal record sheet 120 based on the serial number assigned to the customer number classification sheet 110.

In this case, the personal record sheet 120 may include a personal record field 123, a family relationship field 124, an automobile related item 125, an insurance subscription item 126, and the like.

The user prepares the contact history recording sheet 130 together with the creation of the personal record sheet 120 of the customer.

The contact history recording sheet 130 may be formed on the back of the neighboring recording sheet 120 so as to be managed together with the personal recording sheet 120.

At this time, the contact history record sheet 130, the contact history column 131, the continuous contact or call history from the first encounter with the customer is described, and the other reference column 132, the past record of souvenirs, gifts, etc. And the like. The recommended customer column 133 includes a new customer recommended by the customer or an existing customer who recommended the customer.

The anniversary management sheet 140 and the contract management sheet 150 can be managed weekly or monthly, and the division line by day, the date is printed on one side and the other side is left blank, so that the customer's serial It is possible to reduce the labor of having to lift a personal identification card by entering a number and providing a brief description of the transaction details such as event details and contracts.

When the customer management diary of the present invention described in the above manner is to check the customer by the name 122 of the customer, after confirming the customer number 121 received from the customer number classification sheet 110, the personal record sheet of the customer 120, and if you want to check the customer by the anniversary management paper 140 or contract management paper 150, after confirming the customer number 121 is listed so that you can check the customer record sheet 120 It is.

In addition, in the case of a large number of customers, after assigning a book number to a number of customer management notebooks of the present invention, it can be managed in the same manner as above, and it is possible to manage the potential customer and contract customer separately.

In addition, the inner surface of the outer cover 200 surrounding the customer care notebook of the present invention can be used as a wallet if the housing is formed to accommodate credit cards or cash.

Customer management notebook of the present invention made of the configuration as described above can be easily to remove the new personal record sheet 120 and the new personal record sheet 120 of dropping out of the new customer and a plurality of to one side to enable the exchange of By forming a fastening hole and attaching the fastener to the fold of the outer shell 200, it is possible to use the permanent through the refill.

As described above, the notebook for managing customers of the present invention is intended to achieve a desired result according to customer management by enabling the quick grasp of the customer's disposition to prevent the omission of the managed customer.

Claims (3)

In the normal diary type notebook consisting of a to-part 100 made of a plurality of sheets and an outer portion 200 to cover the to-part 100, the to-part 100 is a name of a customer each consisting of a plurality (111) And the customer identification record sheet 120, in which the identification number of the customer is recorded by the serial number described in the customer number classification sheet 110 and the serial number 112 is sequentially assigned to the serial number 112 and Management date, such as the contract renewal of the customer in contact with the anniversary management paper 140, which can know the various anniversary and event dates of the customer in contact with the contact history record sheet 130 to record the continuous contact information for the customer Customer management notebook, characterized in that consisting of a map management (150) and a map (not shown) including a national map and a regional map that can be known monthly. According to claim 1, wherein the customer number classification sheet 110 is formed on the side of the area code description column, the national map and the area map of the map (not shown) is given by the classification code given by the region can be customer management by region Customer management handbook characterized in that it is configured. According to claim 1 or claim 2, wherein the to part 100 is a customer management notebook, characterized in that it is configured to be easily retrieved by forming an external mark made of a shade or the like sequentially layered according to the stacking order.