KR20200061010A - Agent system and method for managing sales promotion - Google Patents

Abstract

The present invention relates to a promotion management agency system and a method thereof, and more particularly, to a promotion management agency system that comprises: a sales person terminal that checks commuting time when working hours and working positions of a promotional work schedule match a real-time position, and when checking the working hours, receives a business log including sales status, presentation status, the number of display stands, and competitor product information; and a management agent server that receives the commuting time and the business log, calculates attendance status, a target value, a presentation estimate, and the estimated number of display stands of a sales person, and provides the same together with the competitor product information to a preset manager terminal and a corresponding customer terminal.

Description

{Agent system and method for managing sales promotion}

The present invention relates to a promotion management agency system and method.

More specifically, if the working hours and working positions according to the promotional work schedule match the real-time location, the commuting time is checked, and when checking the working hours, a business log including sales status, presentation status, number of sales lines, and competitor product information is input. Receives the promotional employee terminal and the commuting time and business journal, calculates the attendance status of the promotional employee, the target value, the predicted value, the number of purchases, and the management agent provided with the competitor's product information to the preset manager terminal and the corresponding customer terminal It relates to a promotion management agency system, characterized in that it comprises a server.

In general, various promotional methods have been proposed as part of product marketing. One of the most effective promotions is promotion through salespeople. The promotion activity through the salesperson has the advantage that the salesperson can immediately recognize the customer's reaction, and maximize the effectiveness of product marketing by appropriately responding to the customer's reaction.

As a patent document related to promotion management, Korean Registered Patent No. 10-1640928 provides promotional information on products that can be sold and regions available for sale through a promotional source terminal, according to the promotional tasks of the promotional employees. In accordance with the information on the contract for the sale of the product, the product is delivered to the customer, and a promotional business plan is provided to pay the compensation to the salesperson.

In order to derive a marketing effect, an effective management plan for promotional products and promotional employees is required through a promotional job review by the promotional employees.

However, the conventional promotion management system has an advantage in that it increases the efficiency of the promotion activity of the promotion employee through compensation, but there is no way to manage the promotion product through the promotion work result of the promotion employee. Accordingly, the work efficiency of the salesperson can be improved, but the marketing effect through management of the sales promotion product cannot be obtained.

Accordingly, the present applicant intends to provide a promotional management agency system that can personally provide effective management methods for promotional products and promotional personnel through review of promotional tasks of the promotional personnel.

1. Korea Registered Patent No. 10-1640928 (announced on July 13, 2016)

An object of the present invention is to provide a promotional management agency system and a method capable of personally providing effective management of a promotional product and a promotional employee through a review of the promotional service of the promotional employee for each customer.

The promotion management agency system according to an embodiment of the present invention for achieving the above object checks the commute time when the business hours and work positions according to the promotional task schedule match the real-time location, and sells when checking the commute time Calculate the time and attendance status, target value, giveaway forecast, and prediction of the number of sales lines of the salesperson by receiving the above-mentioned commuting time and business log, and the salesperson's terminal that receives a business log that includes current status, presentation status, number of sales lines, and competitor product information. In addition to the competitor's product information, a preset manager terminal and a management agent server provided to the corresponding customer terminal may be included.

In addition, the management agency server extracts the presentation status and the number of sales lines for each product with the highest sales status and the number of sales lines and the number of sales lines for each product whose sales value is higher than the target value, and displays the presentation status and number of sales lines for each product. Generates a status pattern, predicts the presenting prediction value and the number of sales line predictions from the generated status pattern, sets the actual sales value matching the predicted presentation forecast and the number of sales lines as a target value, and provides it to the manager terminal and the corresponding customer terminal can do.

In addition, the management agency server provides documents in accordance with the actual sales status for each preset period, target status, cumulative achievement rate statistical pattern according to the sales value compared to the target value, sales status for each sales number, and sales status for each salesperson. Can.

In addition, it may further include a manager terminal for setting and managing a customized menu for each account and a customer terminal provided with a customized menu set in the manager terminal.

At this time, the customized menu may include at least one menu selected by a customer from among sales status, target status, presentation status, sales number status, sales status by sales promotion, competitive product status, and announcements.

In addition, the management agent server may analyze the real-time status when checking the commute time and receiving a journal, but may provide the real-time analyzed status when performing a refresh by notifying the manager terminal and the client terminal of the refresh.

On the other hand, the promotion management agency method according to an embodiment of the present invention, (a) a promotional employee terminal, a step of receiving a promotional task schedule, (b) the promotional employee terminal, the business hours according to the promotional task schedule and If the work location is matched with the real-time location, after checking the attendance time, providing and receiving a business journal including sales status, presentation status, number of sales lines, and competitor product information, and (c) the promotional employee terminal inputs the data. Checking work time based on the scheduled work log and real-time location, and (d) When the management agent server receives the commute time and work log from the promotional employee terminal, the time and attendance status of the promotional employee, target value, predicted value, number of sales It may include the step of calculating the predicted value and providing it to the manager terminal and the corresponding customer terminal, which are preset together with the competitor's product information.

In addition, in the step (d), the management agency server extracts the presentation status and number of sales per product with the highest sales status in units of a predetermined period and the number of sales presentation and sales number by product whose sales value is higher than the target value, and presents each product. The manager generates the current status pattern showing the current status and the number of sales lines, predicts the presenting predicted value and the number of sales lines from the generated status pattern, sets the actual sales value that matches the predicted presentation number and the number of sales lines as the target value, and the manager It can be provided to a terminal and a corresponding customer terminal.

In addition, in the step (d), the management agent server measures the actual sales status for each preset period, the target status which is a statistical pattern of the cumulative achievement rate according to the sales value compared to the target value, the present status of gifts, the number of sales number, the status of sales by salesperson Documents can be provided according to the form.

In addition, the administrator terminal, the step of setting and managing a customized menu for each account, and the client terminal may further include the step of receiving the customized menu set in the manager terminal through the management agent server.

The customized menu may include at least one menu selected by a customer from among sales status, target status, presentation status, sales number status, sales status by sales promotion, competitive product status, and announcements.

In addition, the management agent server analyzes the real-time status when checking the commute time and receiving the journal, notifying the manager terminal and the customer terminal of the refresh, and the manager terminal and the customer terminal, when performing the refresh It may further include the step of receiving and providing the real-time analyzed status from the management agent server.

As described above, the promotion management agent system and method of the present invention provides reliable work commute management by providing a work journal when the schedule created by the promotional employee matches the real-time location of the promotional employee terminal. Can be.

In addition, it is possible to conduct effective promotion management by guiding the sales promotion by providing and calculating the attendance status, target value, presenting forecast, and number of sales line forecasts of the sales promotion based on the journal written by the sales promotion.

In addition, by providing customized menus and forms for each account, the provided information can be checked and utilized without additional editing.

1 is a view for explaining a schematic configuration of a promotion management agency system according to an embodiment of the present invention.
FIG. 2 is a block diagram showing a schematic configuration of the promotional employee terminal of FIG. 1.
FIG. 3 is a block diagram showing a schematic configuration of the management agent server of FIG. 1.
4 is a flow chart for explaining a method for promoting management according to an embodiment of the present invention.

The terms or words used in the specification and claims should not be interpreted as being limited to the ordinary or dictionary meanings, and the inventor can appropriately define the concept of terms in order to best describe his or her invention. Based on the principle that it should be interpreted as meanings and concepts consistent with the technical spirit of the present invention.

Therefore, the configuration shown in the embodiments and drawings described in this specification is only one of the most preferred embodiments of the present invention and does not represent all of the technical spirit of the present invention, and various equivalents that can replace them at the time of this application It should be understood that there may be water and variations.

Hereinafter, prior to the description with reference to the drawings, not necessary for revealing the gist of the present invention, that is, a well-known configuration that can be added by those skilled in the art will not be shown or not specifically described Well, reveal the notes.

1 is a view for explaining a schematic configuration of a promotion management agency system according to an embodiment of the present invention. Referring to FIG. 1, a promotion management agency system according to an embodiment of the present invention may include a promotion employee terminal 300, a management agency server 400, and a DB 500. In addition, the manager terminal 100 and the transaction terminal terminal 200 may be further included, and the management agent server 400 may be set and controlled through the PC or the manager terminal 100 connected to the management agent server 400. . At this time, the promotion-related information managed by the management agent server 400 may be provided to the corresponding transaction terminal 200.

The administrator terminal 100 is a terminal of an administrator of an agency that provides a management agency service, and can set a menu for each account through the manager mode of the service app, and monitor and manage information generated according to the provision of the management agency service. have. In addition, the manager terminal 100 may input basic information such as promotional employee information, account information, and event store information, and the input basic information may be stored in the DB 500.

At this time, the menu for each customer may be sales status, target status, present status, number of sales number, sales status by sales promotion, competitive product status and announcements, etc., and at least one menu selected by the business partner is customized. can do. At this time, information of each menu may also be provided according to the style of each customer. As an example, when using a form of an Excel file at a specific customer, the working status (commuting time, pay stub, etc.) of the promotional employee may be provided according to the Excel file and the corresponding form.

The client terminal 200 is a terminal of a promotional company using a promotional agency service, and the customer can be a customer company of the agency. The customer terminal 200 can monitor the sales status, target status, presentation status, sales number status, sales status by sales promotion, competitive product status, etc. through the customized menu set in the administrator terminal 100, and download and utilize Can.

In addition, the manager terminal 100 and the client terminal 200 may transmit announcements or the like through an app or text.

The promotional employee terminal 300 may be a terminal of a promotional employee to be managed, receive commuting checks, schedules, and journals, etc., and transmit them to the management agent server 400, the administrator terminal 100, and the transaction terminal terminal 200 ) Can provide notices, time and attendance, pay stubs, etc.

FIG. 2 is a block diagram showing a schematic configuration of the promotional employee terminal of FIG. 1. Referring to FIG. 2, the promotional employee terminal 300 may include a schedule management unit 310, a location confirmation unit 320, and a journal preparation unit 330.

The schedule manager 310 provides a UI through which the salesperson can create a schedule, and transmits the input schedule information to the management target server 400. At this time, the schedule may include a sales office, a working hour, a working day, and the like.

At this time, the schedule management unit 310 may provide a notification before the preset working time according to the stored schedule.

The location confirmation unit 320 may check the real-time location using the GPS provided in the promotional employee terminal 300 based on the working hours specified in the schedule. At this time, the location confirmation unit 320, when the real-time confirmed location is within a preset range of the location of the promotional service store set in the schedule, the time when the location is confirmed to the management agent server 400 can be checked and transmitted to the time of attendance .

In addition, the location checking unit 320 determines whether to leave the office based on the working hours when the journal is uploaded to the management server 400 by the journaling unit 330, and stores the promotional business store through real-time location verification. In the case of the preset range of, it can be checked and sent to work time.

Alternatively, the location confirmation unit 320 may check the commute by confirming the location based on the check-in or check-in input of the promotional employee to transmit a confirmed time point.

 When checking the rush hour of the location checking unit 320, the journaling unit 330 may provide a journaling UI to receive the journal content. Alternatively, the journaling unit 330 may provide a journaling UI when receiving a response after confirming the attendance time at the management agent server 400. That is, it is possible to provide a UI for creating a journal only when the check of attendance according to location determination is confirmed.

On the other hand, the management server 400 stores schedule information received from the promotional employee terminal 300 in the DB 500, and can determine the attendance status using the commute check time and work journal received based on this. . In addition, it is possible to provide status information that can be monitored by the manager terminal 100 and the corresponding client terminal 200 using information in the journal.

FIG. 3 is a block diagram showing a schematic configuration of the management agent server of FIG. 1. Referring to FIG. 3, the management agency server 400 may include a management unit 410, an analysis unit 420, and a setting unit 430.

Here, the management unit 410 stores information generated by the manager terminal 100, the customer terminal 200 and the promotional employee terminal 300 in the DB 500, and various statuses through the analysis of the analysis unit 420 It can be provided to the manager terminal 100 and the corresponding client terminal 200 to monitor them.

At this time, information stored in the DB 500 may be as follows, for example.

It is possible to match and store account information (name of customer, contact information, etc.) and information of the salesperson (name, contact information, etc.) according to the relevance.

In addition, schedule information, time and attendance status, work log, pay stub, etc. generated by the promotion employee terminal 300 may be matched and stored with relevant account information and promotion employee information.

In addition, by analyzing the sales status, presentation status, number of purchases, and competitor product information included in the journal, the target values, predictions for each product extracted, and predictions of the number of purchases can also be stored and managed.

The management unit 410 transmits the journal received from the promotional employee terminal 300 to the analysis unit 420, and upon receiving various statuses and predictions calculated by the analysis unit 420, the manager terminal 100 and the corresponding It can be provided to the customer terminal 200.

The analysis unit 420 may provide statistics and forecasts for each status by analyzing sales status, presentation status, number of sales lines, competitor product information, and comments included in the journal. Specifically, it is possible to calculate the time and attendance status of the sales promotion, the target value, the predicted value of the presentation, the target status, and the predicted number of lines.

Here, the sales status may include statistics of the achievement rate according to the sales value (amount of sales), a target value (amount of target), and a sales value compared to the target value during a preset period (eg, monthly) for each store of each customer.

In addition, the presentation status may include statistics on the number of gifts (the number of gifts) and the inventory (the number of stocks) of the gifts during a preset period (eg, daily unit) for each product.

In addition, the number of bars can be the number of products displayed when the product is displayed upon promotion. This, considering the fact that the promotional effect may vary depending on the number of lines, in the present invention, it can be provided by extracting the number of lines that can derive the promotion effect compared to the sales status.

Competitor product information may be a picture of a competitor's product around the promotional product and a description of the product. This may be information to be used for product development, and may be provided as information for deriving a promotion effect compared to competitor products.

The target status may be statistics of sales value and cumulative achievement rate for each preset period.

The analysis unit 420 may calculate statistical information and predicted values using the journal information.

Specifically, the analysis unit 420 may extract the presentation status and the number of sales lines for each product whose sales status is the highest, and the number of presentations and the number of sales lines for each product whose sales value is greater than or equal to the target value. For example, it is possible to extract the presentation status and the number of sales lines for each product with a high sales status for a month. In addition, it is possible to extract the presentation status and number of sales lines at the time (date) when the sales value exceeds the target value for each month for each product.

Based on this, the analysis unit 420 may generate a status pattern indicating the status of each product's presentation and the number of sales lines, and predict a presentation forecast and a number of sales lines from the generated status pattern. That is, based on the sales value of each extracted product, the presentation status (presentation value, inventory value) and the number of sales lines can be visualized in a chronological order (change pattern, etc.), and the prediction of the presentation and the number of sales lines can be predicted from the provided change pattern. .

In addition, it is possible to make predictions in consideration of environmental factors (seasons, trends, etc.) or to provide an average value of a change pattern as a prediction value.

In addition, the analysis unit 420 compares the schedule of the promotional employee with the location-based commuting time, analyzes the attendance status of each promotional employee, and can issue a pay stub based on this. At this time, the issued pay stub may be transmitted to the manager terminal 100, and the manager terminal 100 may be controlled to be transmitted to the corresponding transaction terminal 200 and the promotional employee terminal 300 through confirmation. If necessary, the administrator can make corrections.

The setting unit 430 may set the actual sales value matching the predicted presentation forecast value and the line number prediction value as a target value and provide it to the manager terminal 100 and the corresponding customer terminal 200. At this time, the set target value may be provided when providing the sales order of the sales promotion.

That is, based on the actual present value and the number of sales lines matched to the actual sales value stored in the DB 500, the actual present value of the same value as the expected forecast value and the number of sales lines and the actual sales value matching the number of sales lines are extracted (present value) The sales value matched to and the sales value matched to the number of lines) can be set as the average value or the highest value as the target value.

4 is a flowchart for explaining a method for promoting management according to an embodiment of the present invention. For understanding of the description, it may be described with reference to FIGS. 1 to 3.

According to FIG. 4, the management agent server 400 may receive business partner information and promotional employee information from the manager terminal 100 and the business partner terminal 200 (s31), and DB the collected information as basic information ( S32).

Next, the promotional staff may input a schedule assigned to each of them through the promotional employee terminal 300 (S33). At this time, the schedule may be transmitted to the promotion employee terminal 300 through the announcements of the manager terminal 100 and the customer terminal 200, and the promotion employee receiving the schedule may directly schedule the schedule through the promotion employee terminal 300. Can be created.

Next, the management agent server 400 may match and store the schedule generated by each promotional employee terminal 300 with relevant account information and promotional employee information (S34).

Next, the salesperson can check the attendance by going to the corresponding sales department according to the generated schedule. The promotional employee terminal 300 can check the real-time location of the terminal 300 from a preset time of the commute time based on the schedule (S35).

At this time, if the real-time confirmed location is included within a predetermined range of the location of the promotional business store on the schedule, it is determined that the location is matched (S36), and the attendance time can be checked and notified to the management agent server 400 (S37). ). Alternatively, a salesperson can enter a check-in time at a work position in the sales office. The management agent server 400 may notify the manager terminal 100 and the transaction terminal terminal 200 whether or not to go to work.

Next, the promotional employee terminal 300 may provide a journal UI capable of writing a journal only when the commute time is checked according to location matching (S38). The salesperson can create a journal through the provided journal UI. The promotional employee terminal 300 may receive a journal written by the promotional employee (S39) and notify the check-out time based on the scheduled departure time. Alternatively, the promotional employee terminal 300 may receive a check-out time from the promotional employee (S40).

Next, when the check-in time is input, the real-time location of the promotional employee terminal 300 is determined and matched based on the location of the promotional work store on the schedule (S41), and the work-time notification and work log management agent server 400 It can be transmitted to (S42).

Next, the management agent server 400 may analyze the commute and work log (S43) and provide an analysis status for monitoring and management in the manager terminal 100 and the client terminal 200 (S44). At this time, the analysis status may be the time and attendance status, sales status, target status, target value, presentation of expected value, number of sales forecasts, etc. of the promotional employee, and the description thereof will be omitted below as described in FIGS. 1 to 3.

On the other hand, in the above description using FIGS. 1 to 4, only the main matters of the present invention are described, and as various designs are possible within the technical scope, the present invention is limited to the configurations of FIGS. 1 to 4 It is obvious that it is not a thing.

100: manager terminal 200: customer terminal
300: Promotion employee terminal 400: Management agency server
500: DB 310: Schedule management unit
320: location confirmation unit 330: journaling unit
410: management unit 420: analysis unit
430: setting unit

Claims (10)

A promotional employee terminal that checks the commute time when the business hours and work positions according to the promotional work schedule match the real-time location, and receives a business log including sales status, presentation status, number of sales lines, and competitor product information when checking the commute time; And
Comprising a management agent server that receives the commuting time and business journal, calculates the attendance status, target value, gift prediction, and number of sales line forecasts of the salesperson, and provides a preset manager terminal with the competitor's product information and the corresponding customer terminal. Promotion management agency system, characterized in that.
According to claim 1,
The management agent server,
Creates and generates a status pattern that displays the presentation status of each product and the number of sales lines by product by extracting the presentation status and the number of sales lines for each product with the highest sales status and the number of sales lines and the number of sales lines for each product whose target value is higher than the target. A promotion management agency characterized by predicting a presenting predicted value and a predicted number of sales lines from the current status pattern, and providing an actual sales value matching the predicted presenting forecast and a number of sales lines as a target value to be provided to the manager terminal and the corresponding customer terminal. system.
According to claim 2,
The management agent server,
Promotion management agency system characterized by providing actual sales status by preset period, cumulative achievement rate statistical pattern according to sales value compared to target value, present status of gifts, number of sales number, sales status of each sales promotion employee according to each customer's form. .
According to claim 2,
Manager terminal for setting and managing a customized menu for each account; And
Further comprising a customer terminal that receives a customized menu set in the manager terminal,
The customized menu includes at least one menu selected by the customer from among the sales status, target status, presentation status, sales number status, sales status by sales promotion, competitive product status and announcements. .
According to claim 4,
The management agent server,
A promotion management agency system characterized in that it analyzes the real-time status when checking the commute time and receiving a journal, but provides the real-time analyzed status when performing a refresh by notifying the manager terminal and the customer terminal.
(A) the step of the promotion employee terminal, receiving a schedule for the promotion service;
(b) When the promotional employee terminal checks the attendance time when the business hours and business locations according to the promotional business schedule match the real-time location, the business log containing sales status, presentation status, number of sales lines, and competitor product information Providing and receiving input;
(c) the promotion employee terminal checking a work time based on the input journal and real-time location; And
(d) When the management agency server receives the commute time and journal from the promotional employee terminal, it calculates the time and attendance status, target value, gift prediction value, and the number of sales lines of the promotional employee, and sets the manager terminal with the product information of the competitor and the corresponding Promotional management agency method comprising the step of providing to the customer terminal.
The method of claim 6,
Step (d) is,
The management agency server extracts the presentation status of each product with the highest sales status and the number of sales lines and sales number of each product whose sales value is higher than the target value, and the number of sales lines, and displays the presentation status of each product and the number of sales lines for each product. Generating a pattern, predicting a presenting predicted value and a predicted number of sales lines from the generated status pattern, and setting the actual sales value matching the predicted presenting forecast and the number of sales lines as a target value and providing it to the manager terminal and a corresponding customer terminal Promotional management agency method characterized by.
The method of claim 7,
Step (d) is,
The management agency server provides documents in accordance with the actual sales status for each preset period, target status, cumulative achievement status according to the sales value compared to the target value, gift status, number of sales lines, and sales status for each salesperson. Promotional management agency system.
The method of claim 7,
The administrator terminal, setting and managing a customized menu for each account; And
The client terminal further includes receiving a customized menu set in the manager terminal through the management agent server,
The customized menu includes at least one menu selected by a customer from among sales status, target status, presentation status, sales number status, sales status by sales promotion, competitive product status, and announcements. .
The method of claim 9,
Analyzing, by the management agent server, the real-time status when checking the commute time and receiving a journal, notifying the manager terminal and the customer terminal of the refresh; And
And the manager terminal and the client terminal receiving and providing the real-time analyzed status from the management agent server when performing a refresh.

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