KR20050023049A - Techniques Of SFA Using The Method Of P2P Service Between Mobile Devices - Google Patents

Abstract

PURPOSE: An SFA(Sales Force Automation) technology using a P2P(Person To Person) service method between mobile apparatuses is provided to enable sales persons to immediately transmit customer information and transaction information to colleagues without passing through a server of a head office by using each mobile apparatus, thereby managing customers at any time, any place. CONSTITUTION: A user(10) transmits necessary sales services to a mobile SFA server(40) through a mobile apparatus application(20). A service request of the mobile application(20) is transmitted to the mobile SFA server(40) through a wireless network(30). The mobile SFA server(40) functions as a controller between a mobile client and an enterprise system(60), and consists of a middleware server(41), a mail server(43), a map processing server(42), and a DB server(44). The mobile client mounts a smart agent regardless of a kind of a mobile apparatus, so that the smart agent can transmit data between mobile servers or between mobile clients.

Description

SFA technology using P2P service method between mobile devices {Techniques Of SFA Using The Method Of P2P Service Between Mobile Devices}

The present invention relates to a method of receiving a Person To Person (P2P) service while moving using a mobile device such as a mobile phone, a smart phone, a PDA, and an improved mobile CRM method for analyzing using information generated in this process. Specifically, in the present invention, an agent (Smart Agent) is installed in the mobile device to facilitate the exchange of information, and the agent enables data transmission between the mobile devices while moving.

By applying this P2P service between mobile devices to mobile sales force automation (SFA), sales employees can send customer and transaction information to their colleagues directly through their mobile devices without going through our servers. It was. It also enables customer management anytime, anywhere by sending SMS (Short Message Service) or mail to multiple customers or in-house employees directly from mobile devices.

P2P service is a method that can receive information directly from all personal computers connected to the Internet, search and download data, unlike the general method of finding information on the Internet through a search engine. The P2P service has an advantage that the load is distributed without being concentrated to one computer (server) because data is exchanged from each individual computer connected through the Internet. In addition, since data is transferred between users with data of common interest, it is possible to form an interactive community between users. However, the conventional P2P service is based on simple TCP / IP, and is only possible when a series of PCs connected in a linear or tree form exist in a fixed place. This P2P service is sufficient to meet the needs of previous generations, where wireless communication technologies and devices have not evolved, but are not suitable in today's wireless-based society. Now, there is a need for a mobile P2P service that allows people with mobile devices to freely communicate data anytime, anywhere, rather than simply based on TCP / IP, which is one of the contents of the present invention.

On the other hand, looking at the conventional mobile CRM, it can be seen that only the interaction between the mobile client and the mobile server. In addition, although the method of communication with the customer is mobile, it can be seen that a large amount of mail and messages are sent to the customer based on the connection to the server. Although this approach is mobile oriented, it still has the disadvantage of finding a fixed place where a particular service is available in order to use the service on the server. Accordingly, in the present invention, direct data transfer between sales employees is possible through a mobile P2P service using an agent technology so that sales data can be shared more quickly and quickly so that sales employees can manage customers anytime and anywhere.

The present invention was created under the above technical background, and enables the salespersons to receive P2P service using a mobile device while moving, and to provide more advanced SFA technology by directly managing customers on the mobile device. There is a purpose.

In order to achieve the above object, in the present invention, an agent enabling P2P between mobile devices is mounted on each mobile device, and sales personnel can exchange information through the agent even when the mobile device is moving. In addition, by providing SMS transmission and mail server functions at the middleware level of the mobile server, it is possible to provide services to many customers directly from the mobile device without going through the server. In addition, in order to further improve the function of the mobile SFA, sales representatives can check and enter the customer's location on a mobile device in the form of a map. I want to increase efficiency.

The configuration of the invention based on the accompanying drawings of the present invention is as follows.

First, FIG. 1 is an overall configuration diagram of a mobile CRM system using a mobile P2P service. The user 10 transmits the services required for the sales activity to the mobile SFA server through the mobile device application 20 such as a mobile phone, PDA, or TabletPC. The service request of the mobile application 20 is transmitted to the mobile SFA server 40 through the wireless network 30 of the WLAN or CDMA. The mobile SFA server 40 serves as a controller between the mobile client 20 and the corporate backbone system 60, the middleware server 41, the mail server 42, the map processing server 43, and the DB server. It consists of four sub servers of 44. Looking at the environment where the mobile P2P service is performed on the entire system of the mobile CRM, the mobile client is equipped with the Smart Agent 211 regardless of the type of the mobile device, and the agent transmits data to and from the mobile server as well as data between the mobile clients. Enable the transfer.

In more detail, how new customer information is shared among sales employees is illustrated in FIG. 2. As can be seen in Figure 2, the data transmission method of the existing mobile SFA client 1 uploads the data of Hong Gil-dong customer to the mobile server, the client 2 and 3 are connected to the mobile server and downloaded from the mobile server. However, the mobile P2P service of the present invention transmits the data of the Hong Gil-dong client from the client 1 to the mobile server so that the client 3 can receive the data from the mobile server again, and the client 1 is currently accessing the mobile server using the agent. The client's data can be sent directly to client 2.

Next, a technique for sending mass messages directly to customers from a mobile device, which is one of the additional inventions for improving the mobile SFA technology, is described in FIG. 3. Salespeople can send the message "New product has been released" to mobile phones, PDAs and TabletPCs on the go and send it to customers' email or mobile phones through the server for mobile SFA. On the other hand, Figure 4 shows the process of map-based sales analysis that sales managers can utilize. In the present invention, by providing a map processing module to the existing mobile SFA server, it is possible to determine the location and real-time location input of customers and colleagues sales personnel, and also allows sales managers to easily analyze the sales activity history based on the map.

The map-based analysis process allows the user to set the analysis criteria and send it to the server. Based on this information, the mobile server analyzes the customer's characteristics to find the customer classification criteria. Using this classification criteria, sales managers reclassify customers to ensure that sales services are tailored to the characteristics of the classified customers.

A summary of the effects of the present invention based on the above-described bar is as follows.

First, by providing a mobile P2P service to the conventional mobile SFA technology, reducing the number of transactions between the mobile server and the client to reduce the load on the server, the mobile client can share customer and transaction information faster.

Second, as P2P service becomes possible between sales employees, it is possible to activate the interaction between sales employees more, which enables collaboration between employees and maintains the competition system among employees. It can be raised.

Third, it is possible to reduce the time and money costs of sales personnel and improve the efficiency of sales by allowing the mobile device to send mail and messages required for customer management directly without a separate internet connection.

Fourth, it is possible to check the customer location information and the location information of colleagues in real time through the mobile map service, it can reduce the difficulty that the sales staff suffers when moving on-site.

Fifth, the sales manager can analyze the sales activity based on the map, so that it is possible to obtain information on the characteristics of the sales region and to develop a sales strategy in accordance with this characteristic.

1 is an overall configuration diagram of a mobile SFA system using a mobile P2P service

2 is a conventional process using a communication service between a mobile SFA and a mobile device;

3 is a process for sending a large message to a customer directly from a mobile device

4 is a process in which location-based data analysis is performed in a mobile SFA server.

Claims (6)

Mobile P2P service method that enables quick information sharing between mobile devices on the go. The agent (Smart Agent) technology that is equipped with a mobile client to enable the P2P service between mobile periods in claim 1. The agent of claim 2, wherein the agent automatically finds a service between the mobile devices and enables data transmission and reception between the mobile devices and the data transmission and reception between the mobile device and the server. The ability to send large amounts of mail or text messages to multiple customers or colleagues on a mobile device. Find out where your customers and colleagues are in real-time on your mobile SFA, and enter your location on the map directly from your mobile device when you get new customers. When the sales manager sets the analysis criteria and sends the value to the mobile SFA server, the server uses this information to analyze the sales result based on the location, and to send the result back to the mobile device user in the form of a map. .