KR20160106517A

KR20160106517A - On-off line integrated customer management system for agents and the method thereof

Info

Publication number: KR20160106517A
Application number: KR1020160025080A
Authority: KR
Inventors: 김종규; 이근혜; 김봉균; 이은정
Original assignee: 주식회사 사임당화장품
Priority date: 2015-03-02
Filing date: 2016-03-02
Publication date: 2016-09-12
Also published as: KR101720700B1

Abstract

An on-off line integrated customer management system for an agent comprises: an internet service unit; a member registration unit; and an integrated customer management database unit. Since the on-off line integrated customer management system for an agent can perform integrated management of online and offline customers, and provides a proper incentive according to online and offline sales records by responsible members of sales persons, thereby promoting a sales activity of an offline sales person by ensuring sales of the offline sales persons even when an online shopping mall is constructed.

Description

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to an on-line integrated customer management system,

More particularly, the present invention relates to an offline sales performance of a salesperson, such as a store manager and a visiting sales employee, and an online sales performance, To provide incentives for sales performance, and to promote the sales activities including the invitation of the salesperson or manager as a recommender. For introduction among the members, the purchasing member provides the purchasing mileage when purchasing the introduced member, Introduction By providing mileage, it is possible to increase online sales by promoting online sales and promotion among members, to increase efficiency of attracting online customers, and to increase the efficiency of online purchasing of customers who are not registered in the big data of the pre- Is responsible for the manager or salesperson of the nearest dealer of the purchasing customer Off-line integrated customer management system and method thereof, which can minimize the damage of an offline sales person due to the activation of an online shopping mall by providing an incentive.

With the development of electronic payment system including security, authentication and settlement, and the development of logistics delivery system that enables delivery within one or two days after order, the online merchandise market becomes as important as the offline market , And the size of the online market is larger than the size of the offline market.

Accordingly, by establishing sales activities including offline sales activities on-line, expanding the local range of consumers, and expanding the range of exposed areas of products, the local area of the market is expanded at low cost, Efforts have been made by the sellers.

For this reason, even in the case of a company that sells a product by a conventional visiting sales employee who performs one-to-one sales, the system is also configured to provide an online product sales system, A variety of technologies have been developed and provided to support online sales activities other than one-to-one sales.

As an example of this, Japanese Patent Registration No. 5108831 (published on Jan. 11, 2011, precedent document 1) stores the address of a visiting sales employee and customers to be visited, calculates a visit time, And a sales activity support device, a sales activity support method, and a sales activity support program, which provide information on products that are interesting to the customer to be presented at the time of visit and support the sales activities of the visiting sales employee.

Japanese Patent Application Laid-Open No. 2014-182760 (Laid-Open Publication No. 2, 2014, September 29, 2014) discloses an e-commerce system for promoting through a promotional product printed with a two-dimensional code having a recommended product, sales employee information corresponding to a promotional article, Dimensional code is used to read the sales employee information of the two-dimensional code and to provide the incentive to the sales employee when the purchaser accesses the product sale site using the two-dimensional code to purchase the product, A sales promotion system, a server device, a sales promotion method and a program.

Korean Patent Publication No. 1999-0064318 (published on Jun. 26, 1999, precedent document 3) is for bank sales support, and is a central database for storing information including customers or non-customers as lead information, And a branch point system. When a sales goal setting of the branch office is required, the central database provides the corresponding lead information to the branches to set a sales target. A sales process support system and method for enabling a bank to achieve a sales goal by tracking and managing a set goal.

US Patent No. 8571927 (published on Oct. 29, 2013, Prior Art Document 4) registers a registered introduction customer, a newly introduced registered customer, and an automatic purchase customer in a mattress, Promoting sales activities of multi-level marketing by assigning production points to each customer according to the achievement, training, or program segment type of volume, changing the status on the matrix, calculating and providing commission according to the changed status Discloses a method and system for a retail customer referral repair program.

The above-described prior arts are based on the above-mentioned prior arts, in which a visiting sales employee's visit scheduling and a customer's interest product are derived to support sales of a visiting sales employee, or sales are provided to a salesperson promoting a promotional article when a product is sold by a promotional article Promoting online commerce by facilitating activities, storing bank customer information to establish sales goals and then achieving them, or by supporting customer attraction and merchandising in multilevel marketing. .

However, in the above-described prior arts, when a commercial transaction in which sales is performed in accordance with the selling behavior of a salesperson such as a visiting sales employee is changed to an electronic commerce system on-line, , It does not provide customer management such as sales of new customers, sales of products by attracting customers, distribution of customers by new customers' distributors, and efficient performance management functions.

In addition, in the related art, when products are sold by customers who do not have referrals among the customers joining the e-commerce site to join the e-commerce site, effective distribution management and incentives for generated sales are effectively distributed It has a problem that it can not.

Japanese Patent No. 5108831 (Published on Jan. 11, 2011) Japanese Laid-Open Patent Application No. 2014-182760 (published on September 29, 2014) Korean Patent Publication No. 1999-64318 (published on June 26, 1999) United States Patent No. 8571927 (published on October 29, 2013)

SUMMARY OF THE INVENTION Accordingly, the present invention has been made to solve the above-mentioned problems occurring in the prior art, and it is an object of the present invention to provide a system and method for providing online e- By providing effective incentives for customers to purchase products on-line and off-line, promoting sales activities including the attraction of salespeople or managers as referrers, When purchasing a member, it provides mileage to the purchasing member and the introducing member to increase the online sales, promote the introduction among the members, increase the efficiency of attracting online customers, increase the efficiency of attracting online customers, When a customer does not have an online purchase, An on-line integrated customer management system and a method thereof, which can minimize the damage of the offline sales person due to the activation of the online shopping mall by allocating the manager or salesperson of the adjacent agent to the charge and providing the incentive The purpose.

In order to achieve the above object, the present invention provides an on-line integrated customer management system, comprising: an Internet service unit for providing an interface for electronic commerce including product sales; The store manager of the agency or the sales person registers the agent information including the agency manager customer information of the store manager, the sales person, the manager or the sales person of the agency, and the prior customer big data which is the entire manager or the sales employee management customer information, If the customer who is connected via the Internet is a non-member customer, the member interface is outputted to the customer terminal to perform the membership registration procedure. If the non-member customer is not registered in the customer big data, If there is no information, the manager or non-member sales employee of the non-member customer and the nearest dealer who is accessing the member is assigned to the person in charge of the customer. If there is any recommender of the manager or the salesperson during the membership process To the customer's representative A member registering unit for providing the introducer with an introduction mileage of a predetermined ratio for the purchase of a non-member customer who is a member by membership when the introducer is present; And customer information registered by the manager or salesperson in charge, the location of the agency, the store manager of the agency, the salesperson and the distributor information, the sales information, the product information, the sales and the member introduction or the new customer And an integrated customer management database unit for storing at least one of sales performance information of the manager or salesperson about the attraction, performance information including incentives of the manager or salesperson, mileage of the member customers, and the like. do.

The offline sales person of the nearest agent to which the non-member customer is to be allocated is selected based on a score calculated by assigning a weight to at least one of the attendance of the salesperson, the service tenure and the deposit amount, And a selection based on a score calculated by assigning a weight.

The member registering unit may include a function of assigning a manager assigned to a manager of the member customer or a dealer belonging to a sales employee as a logistics manager for delivering a product when the member customer purchases a product, And further comprising:

The member registering unit may be configured to register a member who is a member of a member who has completed member registration after member registration if there is a recommender who is one of a manager or a sales person who recommends joining the customer while the customer is performing the member joining procedure The recommender is registered to provide the incentive to the recommender, and if there is an existing member who introduced the membership to the member customer, the introduction mileage of the predetermined ratio of the purchase of the member customer who performed the membership is transmitted to the introducer To be provided.

The member registering unit may further comprise a member distribution function for allowing the manager to switch the member customer who is responsible for the manager by registering the manager to the manager of the salesperson selected by the manager.

The integrated on-line integrated customer management system of the agency determines whether an access person via the Internet for purchasing a product is a registered member customer, receives product order information on a product purchased by the visitor in the case of a registered member customer, A sales management unit for performing the purchase after the membership registration process by the member registration unit or performing the non-member customer purchase procedure according to the selection of the connection member if the customer is not a pre-registered member customer; And introduction information about the purchase mileage of the member purchasing member and the introducer of the member purchasing member according to the purchase of the product by the member's internet connection, the sales result of the online commodity purchase of the member customer in charge of the mileage, The incentives provided to the manager or the salesperson, the sales performance assigned to the manager or the salesperson according to the registration of the offline sales information of the salesperson, and the performance including the incentives of the agent, manager or salesperson for the offline sales, A sales manager, or a member customer.

The integrated on-off line integrated customer management system may be configured such that, when the purchase is determined by the sales management unit, the non-member customer and the nearest agent terminal when the non-member customer is purchased, When the offline sales of the salesperson is registered, a purchase list for the commodity for which the purchase has been confirmed is transmitted to the agent terminal of the salesperson of the salesperson so that the agency can send out the purchase commodity And a logistics management unit for performing the logistics processing.

The integrated on-off line integrated customer management system registers the purchase mileage provided to the member customer who purchased the product according to the purchase of the member customer, with respect to the purchase of the member's product. A mileage managing unit configured to register an introductory mileage provided to an introducer who is a member customer who introduced a member customer who purchased the product; And an incentive management unit configured to register an incentive for purchasing goods by the member customer to a salesperson or a manager as a recommender who recommends the member customer.

The integrated on-line integrated customer management system may further include an electronic settlement unit for performing electronic settlement of the purchase confirmed product of the sales management unit.

In order to accomplish the above object, the present invention provides a customer on-line integrated customer management method for an on-line integrated customer management system for providing an interface including a membership interface on- In the management method, by using a terminal of a dealer, a store manager of a distributor or an agent of a distributor, a distributor of a distributor registered with a manager, a distributor of a salesperson, a manager or a sales employee, An agent member registration process of registering and storing dictionary customer big data in an integrated customer management database unit; And a customer joining procedure through the membership interface of the customer accessed through the Internet, the manager or the specific sales person registered in the dealer member registration process is set as a recommender, and the manager or the specific sales person is referred to as the person in charge of the customer In case of introduction of the existing member customer, the existing member customer is registered as the introduction person and the purchasing mileage by the member customer who purchased the member is provided to the purchasing member customer, and the introduction mileage If the non-member customer who is not registered in the customer big data is registered as a member without a recommender, the manager or the offline sales person of the nearest agent of the non-member customer is designated as the person in charge of the non-member customer, The information of the customer who performed the subscription is stored in the integrated customer management database Registering the course of performing the registration process for registering the seubu; including characterized in that formed.

The offline salesperson assigned as the person in charge of the non-member customer in the membership process may be selected based on a score calculated by assigning a weight to at least one of the attendance of the salesperson, the service tenure and the deposit amount, And a selection based on a score calculated by applying a weight according to a month difference.

The agency information includes at least one of personal information and customer information of the store manager and affiliated sales persons together with the agency location information, and the customer information includes at least one of a residence address, a contact, and recommender information of the customer Lt; / RTI >

In the membership process, the sales result of the member's purchase of goods and the incentive due to the sale are assigned to the manager or the salesperson in charge of the member customer, and the introduction to the member customer The introduction manager is registered to provide the introduction person with the introduction mileage according to the purchase of the member customer, and the agency manager of the manager or the salesperson assigned with the sales achievement is integrated into the logistics management agent And may further be configured to perform a process of registering with the customer management database unit.

The integrated on-line integrated customer management method may further include a member distribution process for allowing the manager to convert the member customer responsible for the manager into the sales employee account selected by the manager by registering the manager.

The integrated on-off line customer integration management method of the reseller determines whether a person who is a connected member is a registered member customer through the Internet to purchase a product, receives product order information on a product purchased by the person who is a registered member, A sales process for performing the purchase after the member registration procedure by the member registration unit or performing the non-member purchase procedure according to the selection of the connection member when the member is not a pre-registered member; When the purchase is determined by the sales management unit, the non-member customer or the nearest agent terminal if the purchase is made by the non-member customer, the store manager who is in charge of the customer at the time of offline sales registration of the sales employee, A logistics management process of transferring a purchase list of goods for which the purchase has been confirmed to a terminal of a salesperson of the salesperson or the manager or the salesperson terminal so that the agent performs shipping processing of the purchase commodity as the logistics management agent; And an introduction mileage for introducing purchase mileage to the purchasing member customer and the introduction member of the commodity purchasing member according to the purchase of the commodity by the member's internet connection, Incentives provided to the manager or salesperson for the sales, sales records assigned to the manager or salesperson based on the registration of the offline sales information of the salesperson, and performance including salesperson, manager or salesperson incentive for offline sales A sales manager, or a member customer in accordance with the present invention.

The sales process may include a recommendation person introduction process for determining whether a recommender or an introduction person exists in the member customer who purchased the product; A member customer purchase mileage providing step of providing a certain percentage of the purchase cost of the member's customer as purchase mileage irrespective of the determination result of the existence determination process which is the introduction of the recommender; An introduction mileage providing process that provides a predetermined percentage of the purchase cost of a member's product to the introduction person as an introduction mileage when the introduction result of the recommendation person-introduction existence determination process exists; And a suggestion person incentive registration step of storing a certain percentage of the purchase cost of the member customer in the incentive information table to the manager or the salesperson who is a recommender as a result of the presence determination process, And further comprising:

The present invention having the above-described configuration is characterized in that, in addition to the sales performance for offline sales of the sales persons at the time of sales of the products by online electronic commerce, the sales performance for the purchase of products on- By distributing effectively to salespeople, it is possible to guarantee sales incentives based on the sales results of salespeople, so that even if a sales system that performs direct customer contact sales including one-to-one sales is constructed as an online electronic commerce system, It provides the effect of promoting the sales activities of the offline salespersons by guaranteeing the sales of the employees.

In addition, the present invention can effectively manage the customers who purchased the product offline by the recommender, the non-recommended member who does not have the recommender, and the salesperson at the time of selling the product by online electronic commerce It also has the effect of enabling efficient management of online and offline customers.

In addition, the present invention can effectively distribute registered members to dealers or salespeople, and perform logistics management according to distribution, thereby enabling a salesperson familiar with the customer to efficiently manage the customer in charge , And provides an effect of actively expanding the customer base by improving the customer's satisfaction.

1 is a functional block diagram of a customer management server 100 as an embodiment of an agent on-line integrated customer management system of the present invention.
2 is a configuration diagram of a network 1 including a customer management system when the customer management server 100 is launched on the Internet for customer management.
3 is a flowchart showing the process of the agent on-line integrated customer management method of the present invention.
4 is a flowchart showing a detailed processing procedure of the dealer member registration process (S100).
5 is a flowchart showing a detailed process of the membership subscription process (S200).
FIG. 6 is a flowchart showing a detailed processing procedure of the sales process (S300).
FIG. 7 is a flowchart showing a detailed processing procedure of the logistics management process (S400). FIG.
8 is a flowchart showing a detailed processing procedure of the performance management process (S500).

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

In the following description of the present invention, detailed description of known functions and configurations incorporated herein will be omitted when it may make the subject matter of the present invention rather unclear.

The embodiments according to the concept of the present invention can be variously modified and can take various forms, so that specific embodiments are illustrated in the drawings and described in detail in the specification or the application. It is to be understood, however, that the intention is not to limit the embodiments according to the concepts of the invention to the specific forms of disclosure, and that the invention includes all modifications, equivalents and alternatives falling within the spirit and scope of the invention.

It is to be understood that when an element is referred to as being "connected" or "connected" to another element, it may be directly connected or connected to the other element, . On the other hand, when an element is referred to as being "directly connected" or "directly connected" to another element, it should be understood that there are no other elements in between. Other expressions that describe the relationship between components, such as "between" and "between" or "neighboring to" and "directly adjacent to" should be interpreted as well.

The terminology used herein is for the purpose of describing particular embodiments only and is not intended to be limiting of the invention. The singular expressions include plural expressions unless the context clearly dictates otherwise. In this specification, the terms "comprises ", or" having ", or the like, specify that there is a stated feature, number, step, operation, , Steps, operations, components, parts, or combinations thereof, as a matter of principle.

1 is a functional block diagram of a customer management server 100 as an embodiment of an on-line and off-line integrated customer management system of the present invention.

1, the agent-on-off line integrated customer management system of the present invention includes a communication unit 101, a customer management control unit 110, an Internet service unit 120, a member registration unit 130, a sales management unit The mileage management unit 165, the incentive management unit 167, the electronic payment unit 170 and the integrated customer management database unit 180, 103, and an output unit 105 to perform customer management on the Internet, and additionally a merchandise management server 100 for selling merchandise.

In the above configuration, the communication unit 101 is configured to allow the customer management server 100 to acquire data via a communication network including the Internet, such as performing a membership subscription procedure on-line, commodity sales and electronic payment, logistics processing, sales performance settlement, mileage settlement, And a communication card for performing wireless communication including wired communication or Wi-Fi to perform transmission and reception.

The input unit 103 may include a keyboard, an optical reader, a mouse, a mouse, a mouse, a mouse, a mouse, a mouse, a mouse, a mouse, A magnetic reader, and the like.

The output unit 105 includes a display for displaying drive status information of the customer management server 100, a printer for outputting data, a lighter for recording data of the customer management server 100 in a digital data storage medium, and the like .

The customer management control unit 110 reads and executes a code for implementing an integrated on-off line integrated customer management recorded in a storage unit (not shown) of the customer management server 100, A central processing unit such as a CPU for controlling online customer management, online merchandise sales, sales manager management by a store manager or sales staff of an agency, and creation of mileage information.

The Internet service unit 120 is configured to provide an online electronic commerce service by providing an interface for electronic commerce including merchandise sales. The Internet service unit 120 that performs the above operations may be installed in an Internet service server program such as an Internet Information Server (IIS), a National Center for Supercomputing Application (NCSA), a CERN server, or a Netscape server, Of computers.

The Internet service unit 120 having the above-described configuration reads the Internet service data stored in the integrated customer management database unit 180 and transmits the read data to the connected terminals for membership registration, customer management, product sales management, , Incentive management, performance management, electronic payment, and so on.

The member registering unit 130 structures the information for membership registration of the customer inputted through the membership interface provided through the Internet service unit 120 and stores it in the customer information table 181 of the integrated customer management database unit 180 And stores the registered information, deletes the stored information, and updates the changed information.

Specifically, the member registering unit 130 registers the dealer information including dealer manager customer information, which is information on the store manager, the sales representative, the manager, or the sales employee management customer, The salesperson is configured to register online. In addition, if the customer connected through the Internet is a non-member, the member registering unit 130 outputs the membership interface to the customer terminal to perform the membership registration procedure. In addition, the member registering unit 130 may be a member of a manager who is not registered in the pre-registered pre-registered customer big data of the above-mentioned member registration procedure but recommends membership registration, , The manager or salesperson of the nearest agency is assigned as the person in charge of the member (non-member customer) based on the address information of the member (hereinafter referred to as "non-member customer") or the computer access information .

This allocation can serve as a safeguard for the win-win between the manufacturer and the seller. That is, one side can gain so much profit while the other side can not see the profit, so that more cooperation can be achieved.

This case is described below.

The customer management database unit may also store information on the offline sales staff and managers (such as the service life, commuting time, deposit amount, etc.).

If an offline salesperson is assigned to a non-member customer, it is difficult to determine which employee to assign. When the conditions for each employee are retrieved from the customer management database department storing the conditions of the offline salesperson, (For example, the attendance of each employee, the number of years of service, and the amount of deposit) can be weighted and graded using these scores.

Then, a salesperson having a high score may be firstly assigned to the charge of a non-member customer, or a salesperson having a low score may be firstly assigned to a charge of a non-member customer. Priority for a salesperson with a low score can be selected as part of a fraud boost for employees who fail to perform due to various reasons.

For example, one can perform an evaluation of salespeople by assigning weights to 50% of commuting, 30% of years of service, and 20% of deposits (sales performance). In this case, at least one of commuting, It may be the sales standard of the employee.

In order to encourage new employees to join the company, the criteria for the offline sales staff are 30% for one month, 20% for two months, 20% for three months, and 10% for four months to six months. And assigning the weight of the salesperson to the salesperson.

In addition, in order to activate the branch office, the sales results of the non-member customers may be assigned to the nearest agency, so that 250% of the calculated amount of money may be used as the offline organization activation fee with the authority of the branch manager. As a result, promotion costs can be used to activate the offline market.

As a result, existing offline sales employees can be provided with charisma for long-time employees, inducement of work for existing offline sales staff, and support for sales of existing offline sales staff.

That is, it is possible to assign a certain weight to a certain item, and to set the priority order of the result as a maximum or minimum value, and after storing the criterion in the customer management database unit for a predetermined time (i.e., Or quarterly, or every year), so that the selected employee can be assigned as a representative, or alternatively, the manager or the customer management system operator according to the present invention changes the criteria, .

At this time, the change of the weight or the selection criterion change period of the allocator may be performed by the input through the input unit 103 included in the system according to the present invention.

If there is a recommender who is a member of the manager who introduced the membership or a seller who introduced the membership, the member registering unit 130 allocates the recommender to the person in charge of the member customer who performed membership, When a customer purchases a commodity, the member who purchases the commodity is provided with purchase mileage, and the recommender is provided with an incentive. Also, the member registering unit 130 is configured to register the existing member as an introduction of the member customer who has joined the membership when there is a current member who introduced the member registration to the customer performing the member registration. As a result, when a member who is a member who is a member subsequently purchases a product, the member who purchased the product provides mileage for purchase, and the member who is an introduction introducing the member who has purchased the product, . In addition, the member registering unit 130 may register the agent assigned to the customer's representative at the time of member registration of the connected customer or the salesperson belonging to the salesperson assigned to the representative of the customer as a logistics management agent Designated registration.

The sales management unit 140 judges whether the user who is connected to the Internet through the Internet is a registered member or not. If the member is a registered member, the sales management unit 140 receives the product order information about the purchased and purchased product by the visitor, If the member is not a pre-registered member, the user is allowed to perform the purchase after the member registration procedure by the member registration unit according to the selection of the user, or to perform the non-member purchase procedure.

Specifically, the sales management unit 140 is configured to perform a merchandise purchase procedure of a registered member when a visitor logs in. If the connected user requests the proceeding of the membership process from the connected terminal without performing the login, the user proceeds to the member registration procedure through the member registration unit 130 and performs the purchase of the commodity. In addition, when a non-member product purchase request signal is received from the access terminal without proceeding with the membership registration procedure, the product search can be performed without login, and when the product purchase request signal is received, To proceed with the non-member purchase procedure. In the case of non-member non-members purchasing products, the nearest agency is designated as a goods delivery and distribution management entity using the address information of the contact person, and the sales performance is assigned to the manager or the offline sales person of the nearest agency. In this case, the selection of the offline salespersons to which the sales performance is to be assigned is also accepted by the method described above (i.e., a method of assigning a weight to the off-line salesperson, A method of making a change of a standard or a change of a cycle possible) can be applied.

In addition, if the visitor is a member customer who has logged in, the sales management unit 140 provides purchase mileage for the member's purchase to the member customer who purchased the product. In addition, the sales management unit 140 determines whether a recommender or an introducer is registered in the product purchasing member customer. If the recommender or introducer is registered, the sales manager 140 registers the recommender with an incentive for purchase, And to register to provide mileage.

If the purchase is determined by the sales management unit 140, the distribution management unit 150 may be a terminal of the non-member and the nearest agency in case of non-member purchase, a distributor of the manager or the salesperson And when the offline sales of the salesperson is registered, the agent sends a purchase list for the commodity to the agent terminal of the salesperson, and the agent performs the shipping process of the commodity as the logistics management agent.

The performance management unit 160 stores sales records assigned to a manager or a salesperson according to the purchase of goods by a member or a non-member customer's Internet connection or offline sales information of a salesperson, A salesperson, an agent, a manager, or a salesperson. Through the performance management unit 160, merchandise sales information is searched, and order management such as details of orders and delivery of customers including members or non-members can be performed. In addition, the performance management unit 160 is configured to manage the incentives and mileage to be described below in an integrated manner.

The mileage management unit 165 is configured to register a certain percentage of the purchase price of the commodity to the commodity purchasing member customer as the commodity purchase mileage when the commodity purchase by the member customer is performed. Also, it is configured to search whether the introduction person is present to the product purchasing member customer, and if the introduction person exists, the ratio of the predetermined purchase cost to the introduction person is registered as the introduction mileage.

If the incentive management unit 167 has made a purchase of the member customer online or if the offline sales is registered by the salesperson, the incentive management unit 167 is configured to register a certain percentage of the purchase cost to the manager or the salesperson who is the recommender of the purchasing member customer as an incentive .

The electronic settlement unit 170 is configured to perform electronic settlement of the purchase confirmed product of the sales management unit.

The integrated customer management database unit 180 includes a customer information table 181, an agency information table 183, a sales information table 185, a goods information table 187, a sales performance information table 189, 191, an incentive information table 192, and an internet service data table 193, and stores data for integrated customer management.

The customer information table 181 stores customer information of pre-customer big data registered in advance including customer data managed and registered by manager or off-line sales staff, membership customer information of members registered, store manager, salesperson, manager Or customer information including the member management customer information, which is sales employee management customer information, or the customers including the non-member joining customer. It also stores information about the referrals or referrals of member customers.

The agency information table 183 stores agency management customer information, which is store manager, sales representative, manager or sales employee management customer information of the agency, agency information including agency positions, store manager information of the agency, and sales employee information.

The sales information table 185 stores sales history information including a sales product and a sales price, a purchaser, a dealer designated as a logistics management agent, and contact person information.

The product information table 187 stores electronic commerce merchandise information.

The sales performance information table 189 stores sales performance information for each salesperson, such as manager, salesperson, etc., for the products sold by the sales management unit 140. [

The mileage information table 191 stores, for each member and person in charge, the mileage information including the mileage for introductions among the members, the purchase mileage by the member's purchase or the sale of the offline product.

The incentive information table 192 stores a certain percentage of the purchase amount of the purchasing member customer as incentives of the manager or the salesperson who is a recommender when the member customer has made a purchase. For a non-member sale for a certain period, a certain percentage of the sales amount is stored as an incentive for the manager of the nearest agency.

The sales information table 189, the mileage information table 191 and the incentive information table 192 (see FIG. 18). The customer information table 181, the dealer information table 183, the sales information table 185, the merchandise information table 187, Is representative of each of the tables and stored in the integrated customer management database 180 according to the organic relationship between the data stored in the table so that the searcher can search for the desired structure.

The Internet service data table 193 includes an agent member registration interface, a member subscription interface for performing a membership subscription procedure, a goods search interface for performing a search for goods, and a payment for goods purchase An electronic billing interface, and a performance management interface that enables performance management such as performance change management, such as change of performance registration, change of mileage, mileage management interface that enables mileage management such as change of registration registration change and deletion update, inquiry of incentive An incentive interface that enables mileage management such as registration change and deletion update, and a logistics management interface that enables the logistics management such as the inquiry registration change update and update of the logistics management office to be performed, and distributes the member of the manager to the sales staff Membership distribution interface Stores the interface and program data necessary for the Internet service provider for electronic commerce, such as program data, such as, arithmetic processing, an image effect at the respective interfaces.

2 is a network configuration diagram when the customer management server 100 is launched on the Internet for customer management.

As shown in FIG. 2, the agent-on-off-line integrated customer management system of the present invention is constituted by the customer management server 100 of FIG. 1, Off line integrated customer management, which is launched on the Internet so that the customer terminals 400 are connected through a communication network, and is a constitution of a network for providing on-line customer management, product sales, sales performance assignment And so on.

FIG. 3 is a flow chart showing the process of the agent on-line integrated customer management method of the present invention.

As shown in FIG. 3, the agent on-line integrated customer management method of the present invention includes an agent member registration process S100, a membership process S200, a sales process S300, a logistics management process S400, (S500) and a member distribution process (S600).

The agent member registration process S100 is a process in which the member registration unit 130 uses the terminal 200 of the dealer or the terminal 300 of the salesperson to store the agent information registered by the store manager of the agency or the salesperson belonging to the agency, And stores it in the memory. In this process, the customer data registered and stored as the customer information list of the manager or the offline sales employee can be registered as the prior customer big data.

In the membership subscription process (S200), when the member registration process is performed through the membership interface of the customer accessed through the Internet by the member registration unit 130, the registered manager or sales employee is registered as a recommender If the customer is a non-member customer who is not registered in the customer management database unit such as the pre-customer big data and does not have a recommender but is a member of the nearest customer, A manager or an offline sales employee is designated as the person in charge of the member, and the member registration procedure for registering the information of the customer who performed the member registration in the integrated customer management database unit is performed. At this time, selection of the offline salesperson to whom the non-member customer representative is allotted is also performed. As described above, the evaluation method of assigning a weight to the off-line salesperson at work, the service tenure, the deposit amount, Can be applied.

In the sales process (S300), the sales manager 140 determines whether the connected party who is connected via the Internet for purchasing goods is a registered member, and if the registered member is the registered member, the visitor receives product order information on the purchased and purchased goods And performs a process of performing a purchase after the membership registration procedure by the member registration unit or performing a non-member purchase procedure according to the selection of the connection member when the member is not a pre-registered member.

The distribution management process (S400) is a process in which the distribution management unit 150 confirms the purchase by the sales management unit 140, and when it is a non-member purchase, the terminal 200 of the non-member and the nearest agency, When the offline sales of the salesperson is registered, the purchase list for the commodity for which the purchase has been confirmed is transmitted to the store manager responsible for the member or the agent terminal 200 of the salesperson, to the agent terminal 200 of the salesperson The distributor performs a process of dispatching a purchase item as a goods management agent.

The performance management process (S500) is a process in which the performance management unit 160 stores sales records assigned to a manager or a salesperson according to the registration of offline sales information of a product purchaser or a salesperson by internet connection of a member or a non- And performs a process of managing the offline sales performance of the salesperson by the agent, the manager or the salesperson.

In the member distribution process S600, the member registering unit 130 is configured to perform a process of registering the manager so that the manager who is in charge of the manager can be switched to the salesperson selected by the manager. After the member distribution process (S600), the salesperson is required to perform a new performance settlement, so that the process of the above-described performance management process (S500) is performed.

Hereinafter, with reference to FIG. 4 to FIG. 8, each process of the agent on-line integrated customer management method of FIG. 3 will be described in detail.

FIG. 4 is a flowchart showing a detailed processing procedure of the dealer member registration process (S100).

As shown in FIG. 4, the agent member registration process (S100) is performed by a manager of a dealer or a salesperson belonging to a dealer by accessing the customer management server 100 using the dealer terminal 200 or the salesperson terminal 300 , The agent location input through the member registration interface provided by the member registration unit 130 of the customer management server 100 and the store manager information of the agency are inputted and then the authorized authentication or the authentication process of the customer management server 100 itself And performs an agent registration process (S110) in which the agent is authenticated and an ID and a password are assigned to register as a member company agency.

After performing the agency registration process (S110), the member registration interface provided by the member registration unit 130 again transmits the agency management customer information, the agency manager customer information, the dealer position, (Step S120) of registering and storing the agency information including the store manager and sales employee information of the agency in the agency information table 183 of the integrated customer management database unit 180. [ In this process, pre-registered customer information of existing manager or off-line sales staff can be collectively registered as pre-customer big data.

Thereafter, a product order dispatching and inventory management process (for example, a product dispatching process and an inventory control process) for outputting an alarm according to whether or not a product order is dispatched S130).

The above-described agency customer registration process (S120) and product order dispatching and inventory management process (S130) can be performed as needed regardless of the order.

In the case of FIG. 4, the selling process (S300) is performed after the dealer member registration process (S100) described in FIG. 3 is performed. However, the present invention is not limited thereto. ), A sales process (S300), a logistics management process (S400), a performance management process (S500), or a member distribution process (S600).

5 is a flowchart illustrating a detailed process of the membership subscription process (S200).

As shown in FIG. 5, when the non-member customer accesses the customer management server 100 through the customer terminal 400, the member registration process 130 (step S200) Transmits the membership interface to the customer terminal 400 according to the membership request signal of the customer terminal 400 and outputs the result. After performing personal authentication for the customer using the customer authentication information transmitted from the customer terminal 400, the customer terminal 400 transmits the ID and password information, the address of the customer, and the contact information input by the customer, (S210) in which the non-member customer is registered as a member customer by registering the personal information included in the customer information table 181 of the integrated customer management database unit 180. [

During the above-described member registration process (S210), the member registration unit 130 confirms whether there is a recommender or an introducer by confirming the presence or absence of input information of a recommender or an introduction field of the membership interface, (S220). In this process, the referrer is registered as a manager or salesperson who recommended the membership, and the incentive is provided when purchasing products from the recommending member. And the above introducer is an existing member who introduced the membership, and the introduction mileage is provided when the member who purchased the membership by introduction introduces the commodity.

As a result of the recommender-introduction process (S220), if no recommender or an introducer exists and is not registered in the pre-customer big data, it is possible to use the address information or other location information input in the membership interface, The nearest agency member registration process (S230) is performed in which the customer who searches for the agent who is in the process of searching for the agent who is in the process of searching for the agent who is in the process of searching for the agent and the offline sales employee is designated as the manager of the member registration customer. At this time, selection of the offline salesperson to whom the non-member customer representative is allotted is also performed. As described above, the evaluation method of assigning a weight to the off-line salesperson at work, the service tenure, the deposit amount, Can be applied.

On the other hand, if there is an introducer who is a pre-registered member customer who has introduced the member registration as a result of the confirmation process (S220) of confirming recommender-introduction, An introductory member customer registration process (S240) for providing the customer with a certain rate of purchase mileage when purchasing the product, and registering in the customer information table 181 to provide an introduction mileage of a certain rate to the introduction person of the member customer who purchased the product .

On the other hand, if it is determined in step S220 that the referrer-introduction process is a recommender who recommends membership, if there is a manager or a salesperson, A recommended customer registration process (S250) of registering in the customer information table 181 so as to provide a purchase mileage to the registered member customer and provide an incentive of a certain percentage of the purchase price to the recommender.

After the process of the membership subscription process (S200) is performed, the subscription member registration process (S100), the membership registration process (S200), the sales process (S300), and the logistics process (S400 , The performance management process (S500) or the member distribution process (S600) can be performed. In the case of FIG. 5, the sales process (S300) is performed to explain the process of the entire customer management method Respectively.

FIG. 6 is a flowchart illustrating a detailed processing procedure of the selling process (S300).

The selling process (S300) described above is a merchandise purchasing process by accessing a member customer or a non-member customer. The member customer or non-member customer who joins the member accesses the customer management server 100 using the customer terminal 400 S310), and performs an existing member determination process (S320) for determining whether the customer connected to the sales management unit 150 is a member customer.

If the connected customer is not an existing member customer as a result of the determination in the existing membership determination process (S320), it is determined whether the subscription or non-member purchase request signal is inputted from the customer terminal 400, (S330) is performed.

If the subscription request signal is input from the customer terminal 400 as a result of the subscription or non-subscription purchase decision process (S330), the subscription interface is transmitted to the subscriber terminal 400, .

If the purchase target product information and the non-member purchase request signal are inputted from the customer terminal 400 as a result of the decision of the membership registration or the non-member purchase determination process (S330), the non-member purchase interface is transmitted to the customer terminal 400 for output, Or cell phone authentication to perform non-member authentication, and performs a non-member purchase process (S340) for performing electronic settlement.

Thereafter, the dealer information table 183 searches the dealer information table 183 using the address information of the purchasing customer entered at the time of non-member authentication to find a dealer who is closest to the purchaser's location, and stores the dealer as a sales information table 185), and then proceeds to the presence determination process (S362), which is an introduction of the following recommender, and continues the process.

Alternatively, if the connected customer is an existing member customer as a result of the existing membership determination process (S320), if the existing member customer performs the electronic payment after searching for the product, The goods purchase process (S360) for registering the information in the sales information table is performed.

In the case where the merchandise purchasing process (S360) is performed as described above, the purchasing member customer purchasing mileage providing process for storing a certain percentage of the purchase amount in the mileage information table 191 to the member customer who purchased the merchandise S361) is performed.

Next, after the purchase mileage registration for the purchase of the existing member customer is completed, a presence determination process (S362), which is an introduction to a recommender who determines whether a recommender or an introducer exists, is performed to the member customer who purchased the product.

In the case where there is an introduction person as a result of the determination in the presence determination process (S362), the recommendation person introduction introduction process (S363), which is an introduction that provides the introduction person with a certain percentage of the product purchase cost of the member customer as the introduction mileage do.

As a result of the presence determination process (S362), if there is a recommender, the recommended recommender is a recommended recommender who stores recommender in the incentive information table 192 to provide incentives to the manager or salesperson to provide a certain percentage of the purchase cost of the member customer An incentive registration process (S365) is performed.

In addition, when the salesperson performs sales in offline, the salesperson offline sales information registration process (S370) for registering the corresponding offline sales information is performed. After the sales employee offline sales information registration process (S370) is performed, the sales employee offline sales incentive registration process (S380) is performed in which the incentive management unit 167 calculates and registers an incentive for offline sales to be provided to the salesperson .

In this process, an offline purchasing customer registration determination process (S381) is performed to determine whether or not the offline purchasing customer agrees to join the membership. If the offline purchasing customer agrees to the determination, It is possible to carry out the process of registering. In this case, the process moves to the member registration process (S120), and the salesperson can perform the member registration process.

As described above, after the goods purchase process (S360) is performed, the goods distribution management process (S400) for delivering the purchased goods to the purchasing customer is performed.

FIG. 7 is a flowchart showing a detailed processing procedure of the above-described production management process (S400).

As shown in FIG. 7, when the purchase of the product on the online basis by the non-member or member is confirmed and the product sale information is registered in the sales information table 187, the nearest agency or the agent in charge of the manager or salesperson belonging thereto is searched, An online purchasing member purchase list transmission process (S410) for transferring the product purchase list to the dealer is performed, and the product is delivered from the agency.

In the case of offline sales by a salesperson, an offline purchasing member purchase list transmission process (refer to FIG. 18) for sending a list of sales products to the distributors registered in the offline sales performance information of the sales performance information table 189, S420) to deliver the purchased product to the local sales agent.

After the logistics management process (S400) is performed as described above, the performance management is performed on the sales results on the online or offline basis.

FIG. 8 is a flowchart illustrating a detailed processing procedure of the performance management process (S500).

First, for members or offline sales for a predetermined period of time, such as performance adjustment or incentive provision period, the sales is registered to the salesperson who performed the sales or offline sales in the sales performance information table 189 as the sales performance, The salesperson incentive management process (S510) in which the incentive for the sales performance is settled and registered in the incentive information table 192 is performed.

In the case of non-registered member sales for a certain period of time, the manager records the sales results of the manager of the nearest agency as sales results of the manager in the sales performance information table 189, and provides a predetermined incentive to sales (S520).

After the seller's tendency management process (S510) and the manager's incentive management process (S520) are performed, the earnings of each salesperson are summed up Calculate incentives for salesperson. Then, a performance adjustment process (S530) is performed in which incentives of the manager are calculated by summing the salesperson performance and the manager performance and assigning a weight for each performance.

In addition, for a member's purchase of a member during a predetermined period, a certain percentage of the cost of purchasing goods may be provided to member customers as mileage for purchase, and in the case where the introduction person exists, the introduction mileage, A member customer mileage management process (S525) for registering and managing settlement in the information table 191 is performed.

As shown in FIGS. 1 to 8, the present invention enables the integrated management of customers on-line and off-line to be performed by performing the above process.

Further, the present invention promotes the sales activities of the salespeople because it provides the appropriate incentives according to the online sales by the members in charge of the salesperson and the offline sales results.

100: customer management server 200: dealer terminal
300: Salesperson terminal 400: Customer terminal

Claims

An Internet service department providing an interface for electronic commerce including merchandise sales;
The store manager of the agency or the sales person registers the agent information including the agency manager customer information of the store manager, the sales person, the manager or the sales person of the agency, and the prior customer big data which is the entire manager or the sales employee management customer information, If the customer who is connected via the Internet is a non-member customer, the member interface is outputted to the customer terminal to perform the membership registration procedure. If the non-member customer is not registered in the customer big data, If there is no information, the manager or non-member sales employee of the non-member customer and the nearest dealer who is accessing the member is assigned to the person in charge of the customer. If there is any recommender of the manager or the salesperson during the membership process To the customer's representative A member registering unit for providing the introducer with an introduction mileage of a predetermined ratio for the purchase of a non-member customer who is a member by membership when the introducer is present; And
Customer information registered as a member or registered by the manager or salesperson, information of the dealer and dealer of the dealer, information of the salesperson and dealer, information of the salesperson, sales information, product information, sales and introduction of the member or attracting new customers And an integrated customer management database unit for storing at least one of sales performance information of a manager or a salesperson, performance information including mileage of the member customers, incentive of the manager or salesperson, and mileage of the member customers. Distributor on-off line integrated customer management system.

The method according to claim 1,
The offline sales person of the nearest agent to which the non-member customer is to be allocated,
A selection based on a score calculated by assigning a weight to at least one of the salesperson of the salesperson, the service tenure, and the deposit amount,
or,
And a selection based on a score calculated by assigning a weight based on a new incentive month.

The information processing apparatus according to claim 1,
And a function of assigning a sales representative belonging to a salesperson assigned as a representative of the member customer as a logistics management agent for delivering a product when the member customer who is registered as a member purchases a product Wherein the customer management system comprises:

The information processing apparatus according to claim 1,
If the recommender who is one of the manager or the salesperson who recommends joining the customer exists while the customer is performing the membership joining procedure, the incentive for the purchase by the member customer who has completed the membership after joining the membership is sent to the recommender Register a referral to provide,
When the member who introduced the joining member is present, the introducer registers the introducer so as to provide the introducer with the introduction mileage of the predetermined ratio for the purchase of the member customer who has performed the joining, - Off-line integrated customer management system.

The information processing apparatus according to claim 1,
And a membership distribution function for allowing the manager to convert the member customer responsible for the manager into the salesperson selected by the manager upon registration of the manager.

The method according to claim 1,
It is determined whether the connected user is a registered member customer for purchasing the product. If the user is a registered member customer, the visitor receives the product order information for the purchased and selected product, performs electronic payment, and stores the received product order information. A sales management unit for performing a purchase after the membership registration procedure by the member registration unit or performing a non-member customer purchase procedure according to the selection of the connection member; And
According to the purchase of the product by the internet connection of the member customer, the introduction mileage of the purchasing member's customer and the introducing member of the purchasing member and the sales result of the online product purchase of the member in charge of the manager or sales employee, The incentives provided to the manager or the salesperson, the sales performance assigned to the manager or the salesperson according to the registration of the offline sales information of the salesperson, and the performance including the incentives of the agent, manager or salesperson for the offline sales, And a performance management unit that manages the management information for each manager, sales person, or member customer.

The method of claim 6,
When the purchase is determined by the sales management unit, the non-member customer purchases the non-member customer and the nearest dealer. If the purchase is determined by the sales management unit, And a distribution management unit for sending the purchase list of the commodities for which the purchase is confirmed to the dealer terminal of the salesperson when the employee registers the offline sales, Wherein the customer management system comprises:

The method according to claim 1,
Register the purchase mileage provided to the member customer who purchased the product according to the purchase of the member customer. A mileage managing unit configured to register an introductory mileage provided to an introducer who is a member customer who introduced a member customer who purchased the product; And
And an incentive management unit configured to register an incentive for purchasing goods by the member customer to a salesperson or a manager as a recommender who recommends the member customer.

A method of managing a customer on-line integrated customer management system for providing an interface including a membership interface on-line to perform member registration,
Sales agent of distributor or agent of distributor Registered agent of distributor Registered agent of distributor Registered manager of sales agent, salesperson, manager or salesperson Distributor information including customer information and full customer manager / An agent member registration process for registering and storing the data in the integrated customer management database unit; And
When performing the membership registration procedure through the membership interface of the customer connected via the Internet, the manager or the specific sales person registered in the agent member registration process is set as a recommender, and the manager or the specific sales person is designated as the person in charge of the customer In case of introducing the existing member customer, register the existing member customer as the introduction person and provide the purchase member mileage according to the purchase of the member who performed the membership, When a non-member customer who is not registered in the customer big data joins as a member without a recommender, the manager or the offline sales person of the non-member customer of the non-member customer is designated as the person in charge of the non-member customer, The information of the customer who performed the integration is stored in the integrated customer management database And performing a member registration procedure of registering the on-line integrated customer on-off line.

The offline sales person as claimed in claim 9, wherein the offline sales person assigned as a person in charge of the non-
A selection based on a score calculated by assigning a weight to at least one of the salesperson of the salesperson, the service tenure, and the deposit amount,
or,
Wherein the selected on-off line integrated customer management method is selected by one or more of the selection based on a score calculated by applying a weight based on the new incentive month.

The method of claim 9,
The sales result of the merchandise purchased by the member customer and the incentive for the sale are allocated to the manager or the salesperson of the member customer, and when the introducer of the member customer is present in the member customer, Registering to provide the introduction mileage according to the purchase of the member customer and registering in the integrated customer management database unit as the logistics management agent for carrying out the shipping of the purchased product of the purchasing customer Wherein the method further comprises the following steps:

The method of claim 8,
And a member distribution step of allowing the manager to convert the member customer responsible for the manager into the salesperson selected by the manager upon registration of the manager.

The method of claim 8,
If the user is a pre-registered member, the user receives the product order information for the purchased and selected product, performs electronic payment, and stores the purchased product. A sales process for performing a purchase after the member registration procedure by the member registration unit or performing a non-member purchase procedure according to the selection of the contact person;
When the purchase is determined by the sales management unit, the non-member customer or the nearest agent terminal if the purchase is made by the non-member customer, the store manager who is in charge of the customer at the time of offline sales registration of the sales employee, A logistics management process of transferring a purchase list of goods for which the purchase has been confirmed to a terminal of a salesperson of the salesperson or the manager or the salesperson terminal so that the agent performs shipping processing of the purchase commodity as the logistics management agent; And
According to the purchase of the product by the internet connection of the member customer, the introduction mileage for the purchasing member member and the introducing member of the purchasing member and the sales result of the online product purchase of the member of the manager in charge of the manager or sales employee, The incentives provided to the manager or salesperson for sales, the offline sales information of the salesperson, and the sales results assigned to the manager or salesperson, as well as the performance including the incentives of the distributor, manager or salesperson for offline sales, , A manager, a salesperson, or a member customer. The method of managing integrated on-line integrated customers according to claim 1, further comprising:

14. The system of claim 13,
A recommendation person introduction process for determining whether a referral person or an introduction person exists in a member customer who purchased the product;
A member customer purchase mileage providing step of providing a certain percentage of the purchase cost of the member's customer as purchase mileage irrespective of the determination result of the presence determination process which is the introduction of the recommender;
An introduction mileage providing process that provides a predetermined percentage of the purchase cost of a member's product to the introduction person as an introduction mileage when the introduction result of the recommendation person-introduction existence determination process exists; And
If the recommender exists as a result of the presence determination process, the recommended incentive registration process is to store in the incentive information table a certain percentage of the purchase cost of the member customer to the recommender, manager or salesperson, in an incentive information table Wherein the customer management method comprises the steps of: