TW201931258A - Online sales management system and operation method thereof that allows a user to experience in advance without being repeatedly marketed - Google Patents
Online sales management system and operation method thereof that allows a user to experience in advance without being repeatedly marketed Download PDFInfo
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Abstract
Description
本發明係關於一種線上系統,尤指一種線上課程銷售管理系統及其運作方法。 The invention relates to an online system, in particular to an online course sales management system and a method for operating the same.
隨著電腦使用的普及化與資訊的發達,使得各項文化、工商活動及學術等的交流日益國際化,多數人皆頻繁的仰賴而密集的資訊或網路來達成交流。因此國際化及全球化溝通的趨勢下,讓多數商業活動與線上網路裝置之間關係越來越密不可分,有效率地促進經濟與商業之流通性。 With the popularization of computer use and the development of information, the exchanges of various cultures, business activities and academics are becoming more and more international. Most people rely on intensive information or networks to reach exchanges. Therefore, under the trend of internationalization and global communication, the relationship between most commercial activities and online network devices is increasingly inseparable, and the economic and commercial circulation is promoted efficiently.
按,近年來利用線上裝置提供教育銷售人員進行登入後進行基本交易設定及課程內容之再確認,然而習知之裝置係由教育行銷人員登入裝置後,設定欲追蹤或連繫之客戶,令教育行銷人員與客戶進行線上交流推廣產品或服務;或對客戶進行發送課程再確認之網路連結後,發送至對應特定學員帳號內等功能。 In recent years, online service providers have been used to provide education sales personnel to conduct basic transaction setup and re-confirmation of course content after login. However, the device is set up by an education marketing staff to set up a customer to be tracked or linked to make education marketing. The person and the customer conduct online communication to promote the product or service; or send the network link to the customer to send the course and then confirm it, and send it to the corresponding student account.
然則,上述傳統之裝置由於實際使用時,僅能進行客戶連繫名單記錄及客戶名單簡易分類等動作,並無法依據教育機構內客制化相關必要選擇,比方已連繫客戶名單,經由不同服務推廣人員重複行銷連繫,極易造成客戶不必要之心理壓力及生活困擾,因此易增加企業遭受客訴及風評不佳之疑慮等問題,困擾相關使用者已久,實有加以改良之必要;有鑑於此,發明人本於多年從事相關領域之研究開發與設計經驗,針對上述 之目標,詳加設計與審慎評估後,終得一確具實用性之本發明。 However, due to the actual use of the above-mentioned conventional device, only the customer connection list record and the simple classification of the customer list can be performed, and the necessary selections according to the customization of the educational institution cannot be performed, for example, the customer list is connected, and the service is different. Repeat marketing links between extension staff can easily cause unnecessary psychological stress and life problems for customers. Therefore, it is easy to increase the company’s concerns about customer complaints and poor appraisal. It has long plagued relevant users and it is necessary to improve them. In view of this, the inventor has been engaged in research and development and design experience in related fields for many years. The goal, detailed design and prudent evaluation, will ultimately lead to a practical invention.
本發明之目的在於提供一種線上銷售管理系統及其運作方法,其利用結合不同功能之模組,以提供服務人員連結一設定模組及一體驗單元提取一資料庫之個人資料儲存區內預定的個人資料,以簡化試讀之程序及過程;又該設定模組連結一偵測模組及該資料庫內之一個人資料儲存區、及與該個人資料儲存區連結之一名單整合模組,藉此服務人員能對該偵測模組預設條件對個人資料進行偵測,設置預定條件後傳送個人資料至該資料庫之一結案儲存區內進行封存,來避免對顧客進行重複行銷導致當事人困擾;此外,該設定模組連結該個人資料儲存區及一業績統計單元內之一比例分割元件,藉此能達成將特定之訂單業績比例劃分予不同服務人員之目的;再者,服務人員於該設定模組內可協助學員代為創設個人資料,且連結一課程選擇模組依據個人喜好或性向進行訂單課程選擇組合;復由一歷史查閱單元連接該設定模組及一線上交易模組,以提供檢索特定學員之消費紀錄;最後能由一審核模組連結該設定模組,能對所有訂單或訂單內之業績分配比例進行審查等多項功效。 The object of the present invention is to provide an online sales management system and a method for operating the same, which utilizes a module combining different functions to provide a service module to connect a setting module and an experience unit to extract a database in a personal data storage area. Personal data to simplify the trial process and process; the setting module is linked to a detection module and a personal data storage area in the database and a list integration module with the personal data storage area. The service personnel can detect the personal data of the detection module by setting conditions, and after setting the predetermined conditions, the personal data is transmitted to the closed storage area of the database for storage, so as to avoid the problem of repeated marketing for the customer. In addition, the setting module is coupled to the personal data storage area and a proportional component in a performance statistics unit, thereby achieving the purpose of dividing the specific order performance ratio into different service personnel; further, the service personnel The setting module can assist the students to create personal data on their behalf, and link a course selection module according to personal preference or sex. Performing an order selection combination; a historical review unit is connected to the setting module and an online trading module to provide a search record for a specific student; finally, the setting module can be linked by an auditing module, and all orders can be placed. Or a number of functions such as reviewing the proportion of performance distribution within the order.
有關本發明所採用之技術、方法、手段及其功效,茲舉一較佳實施例並配合圖式及圖號詳細說明於後,期能使 貴審查委員對本發明有更詳細的瞭解,並使熟悉該項技術者能據以實施,以下所述者僅在於解釋較佳實施例而非在於限制本發明之範圍,故凡有以本發明之創作精神為基礎,而為任何形式的變更或修飾,皆屬於本發明意圖保護之範疇。 The techniques, methods, means and functions of the present invention will be described in detail with reference to the drawings and drawings, and will enable the reviewers to have a more detailed understanding of the present invention and Those skilled in the art can implement the present invention. The following description is only for the purpose of explaining the preferred embodiments and is not intended to limit the scope of the present invention. All are within the scope of the invention intended to be protected.
10‧‧‧伺服器 10‧‧‧Server
101‧‧‧資料庫 101‧‧‧Database
1011‧‧‧個人資料儲存區 1011‧‧‧Profile storage area
1012‧‧‧結案儲存區 1012‧‧‧Closed storage area
102‧‧‧設定模組 102‧‧‧Setting module
1021‧‧‧移轉單元 1021‧‧‧Transfer unit
1022‧‧‧創設單元 1022‧‧‧Creating unit
103‧‧‧體驗單元 103‧‧‧Experience unit
104‧‧‧排程顯示介面 104‧‧‧ Schedule display interface
105‧‧‧偵測模組 105‧‧‧Detection module
1051‧‧‧資料封存單元 1051‧‧‧data storage unit
106‧‧‧訂單分配單元 106‧‧‧Order allocation unit
107‧‧‧業績統計單元 107‧‧‧ Performance Statistics Unit
1071‧‧‧比例分割元件 1071‧‧‧Proportional split component
108‧‧‧歷史查閱單元 108‧‧‧Historical access unit
109‧‧‧服務排班單元 109‧‧‧Service scheduling unit
20‧‧‧課程選擇模組 20‧‧‧Course Selection Module
30‧‧‧審核模組 30‧‧‧Audit module
40‧‧‧線上交易模組 40‧‧‧Online Trading Module
50‧‧‧名單整合模組 50‧‧‧List integration module
S1‧‧‧資料設定步驟 S1‧‧‧ data setting steps
S11‧‧‧名單整合步驟 S11‧‧‧ list integration steps
S2‧‧‧偵測步驟 S2‧‧‧Detection steps
S3‧‧‧移轉步驟 S3‧‧‧Transfer steps
S4‧‧‧手動移轉步驟 S4‧‧‧Manual transfer step
S5‧‧‧體驗安排步驟 S5‧‧‧Experience Arrangement Steps
S51‧‧‧課程選擇步驟 S51‧‧‧ course selection steps
S52‧‧‧審核步驟 S52‧‧‧ review steps
S53‧‧‧歷史查閱步驟 S53‧‧‧Historical review steps
S6‧‧‧訂單分配步驟 S6‧‧‧ order allocation steps
S7‧‧‧業績統計步驟 S7‧‧‧ performance statistics steps
第1圖:本發明之系統架構方塊示意圖。 Figure 1: Schematic diagram of the system architecture of the present invention.
第2圖:本發明之系統運作方法之流程示意圖。 Figure 2 is a flow chart showing the operation of the system of the present invention.
於說明書及後續的申請專利範圍中使用了某些詞彙來指稱的特定元件。所屬領域中劇有通常知識者應可理解,製造商可能會用不同的名詞來稱呼同樣的元件。本說明書及後續的申請專利範圍並不以名稱的差異來作為區別元件的方式,而是以元件在功能上的差異作為區別的基準。在通篇說明書及後續的請求項當中所提及的「包含」係一開放式的用語,故應解釋成「包含但不限定於」。此外,「連結」、「連結」及「連接」此係包含任何直接或間接之手段。 Certain terms are used throughout the description and following claims to refer to particular elements. It should be understood by those skilled in the art that the manufacturer may use different nouns to refer to the same component. The scope of this specification and the subsequent patent application do not use the difference of the names as the means for distinguishing the elements, but the differences in the functions of the elements as the basis for the distinction. The term "comprising" as used throughout the specification and subsequent claims is an open term and should be interpreted as "including but not limited to". In addition, "link", "link" and "connection" are any direct or indirect means.
請參閱第1圖如下所示,本發明係提供一種線上銷售管理系統,運作於一伺服器10,該伺服器10運作連結於網路,包含:一資料庫101,該資料庫101內設一個人資料儲存區1011及一結案儲存區1012;以及一設定模組102,該設定模組102內設一移轉單元1021及一創設單元1022,該創設單元1022輸入資料後形成個人資料,並將個人資料連結該移轉單元1021並傳送至該資料庫101之該個人資料儲存區1011;一體驗單元103,該體驗單元103連結於該創設單元1022、該移轉單元1021及該資料庫101之該個人資料儲存區1011及一排程顯示介面104,該排程顯示介面104能快速尋找該個人資料儲存區1011的學員之個人資料,並由該設定模組102連結該體驗單元103以進行安排課程體驗;一偵測模組105,該偵測模組105內設一資料封存單元1051,該資料封存單元1051連接 該設定模組102及該資料庫101之該結案儲存區1012,且該偵測模組105至少能夠主動進行偵測該資料庫101之該個人資料儲存區1011內退費的所有個人資料,同時該偵測模組105連結於該移轉單元1021,選擇特定之個人資料轉移至該資料庫101之結案儲存區1012內,或由該設定模組102之該移轉單元1021手動選擇特定的個人資料移轉至該資料庫101之該結案儲存區1012內。 Please refer to FIG. 1 . The present invention provides an online sales management system, which operates on a server 10 . The server 10 is connected to a network and includes: a database 101 having a person in the database 101 . a data storage area 1011 and a settlement storage area 1012; and a setting module 102, wherein the setting module 102 is provided with a transfer unit 1021 and a creation unit 1022, and the creation unit 1022 inputs the data to form a personal data, and the individual The data is linked to the transfer unit 1021 and transmitted to the personal data storage area 1011 of the database 101. An experience unit 103 is connected to the creation unit 1022, the transfer unit 1021 and the database 101. The personal data storage area 1011 and a scheduling display interface 104, the scheduling display interface 104 can quickly find the personal data of the student of the personal data storage area 1011, and the setting module 102 connects the experience unit 103 to arrange the course. The detection module 105 is provided with a data storage unit 1051, and the data storage unit 1051 is connected. The setting module 102 and the settlement storage area 1012 of the database 101, and the detection module 105 can at least actively detect all personal data in the personal data storage area 1011 of the database 101, and The detecting module 105 is connected to the transfer unit 1021, and selects a specific personal data to be transferred to the settlement storage area 1012 of the database 101, or manually selects a specific personal data by the transfer unit 1021 of the setting module 102. The transfer to the settlement storage area 1012 of the database 101 is performed.
其中,該資料庫101內之個人資料儲存區1011更與一名單整合模組50連結,該名單整合模組50係提供包括蒐集問卷、舉辦活動、網路連結或預定統計形式之資料內容,所述特定統計形式之資料內容如數據統計、年齡統計或消費性向統計等,藉以與個人資料儲存區1011之個人資料相互勾稽,利用數據及個人資料整合,能提供更精準之個人資料內容,有效避免重複行銷行為,並提升管理便利性。 The personal data storage area 1011 in the database 101 is further connected to a list integration module 50, and the list integration module 50 provides information content including collecting questionnaires, holding events, network links or predetermined statistical forms. The content of the specific statistical forms such as statistics, age statistics or consumer statistics, so as to align with the personal data of the personal data storage area 1011, and the integration of data and personal data can provide more accurate personal data content, effectively avoiding Repeat marketing behavior and improve management convenience.
藉此,服務人員能透過網路連結該伺服器10之該設定模組102來連結該體驗單元103,以直接進行安排學員試讀之流程並連接顯示於該排程顯示介面104中,或代學員進行帳號創設後安排課程試讀;且藉由該偵測模組105自動連結偵測該資料庫101之該個人資料儲存區1011內所有個人資料,將特定學員之個人資料移轉傳送至該結案儲存區1012內進行封存,藉此不僅能快速選取特定學員減少試讀之流程外,更能達成有效避免對相同或已表明拒絕之學員進行重複行銷的行為;再者,服務人員亦能對該偵測模組105預設條件對個人資料進行偵測,當個人資料符合退費、重大客訴等情形時,將該個人資料轉移至該資料庫101之結案儲存區1012內進行封存,同樣能避免對顧客進行重複行銷行為,亦可降低銷售方與顧客間糾 紛的機率,提升整體企業形象等多項優點。 In this way, the service personnel can connect the setting module 102 of the server 10 to the experience unit 103 through the network to directly arrange the process of the student trial reading and connect the display to the scheduling display interface 104, or After the student creates the account, the course is scheduled to be read; and the detection module 105 automatically detects all the personal data in the personal data storage area 1011 of the database 101, and transfers the personal data of the specific student to the The storage in the settlement storage area 1012 can not only quickly select a specific student to reduce the trial reading process, but also achieve an effective avoidance of repeated marketing of the same or rejected students; in addition, the service personnel can also The detecting module 105 detects the personal data by using the preset condition. When the personal data meets the refund, the major customer complaint, etc., the personal data is transferred to the settlement storage area 1012 of the database 101 for storage, and the same. Can avoid repeated marketing behavior for customers, and can also reduce the correction between sellers and customers A lot of advantages, such as increasing the overall corporate image.
本實施例中,該設定模組102更連接一訂單分配單元106,該訂單分配單元106連結該個人資料儲存區1011之所有個人資料,由該偵測模組105自動偵測後將個人資料分配予服務人員達一定時間後,該訂單分配單元106自動將個人資料進行重新分配之功能,透過個人資料重新分配,令服務人員可接觸並服務不同學員,藉以整合各學員之相關問題資訊。 In this embodiment, the setting module 102 is further connected to an order allocation unit 106. The order distribution unit 106 connects all the personal data of the personal data storage area 1011, and the detection module 105 automatically detects and distributes the personal data. After the service personnel have reached a certain period of time, the order distribution unit 106 automatically redistributes the personal data through the personal data, so that the service personnel can contact and serve different students, thereby integrating the relevant problem information of each student.
本實施例中,該設定模組102更連結一業績統計單元107,該業績統計單元107內設一比例分割元件1071,該比例分割元件1071以進行特定訂單業績之比例自動或手動分配。 In this embodiment, the setting module 102 is further connected to a performance statistics unit 107. The performance statistics unit 107 is provided with a proportional division component 1071. The proportional division component 1071 is automatically or manually allocated for the ratio of specific order performance.
本實施例中,更包括一課程選擇模組20,該課程選擇模組20連結該設定模組102,使該課程選擇模組20以進行各式課程搭配以形成客制化之訂單;一審核模組30,該審核模組30連結該設定模組102及該偵測模組105,使該審核模組30能進行特定需求之訂單進行審核同意;及一歷史查閱單元108,該歷史查閱單元108同時連接該審核模組30、該業績統計單元107及一線上交易模組40,該線上交易模組40能進行課程購買之流程後,藉此該歷史查閱單元108能對所有消費紀錄或訂單狀態進行快速查詢。 In this embodiment, a course selection module 20 is further included, and the course selection module 20 is coupled to the setting module 102 to enable the course selection module 20 to perform various types of courses to form a customized order; The module 30, the audit module 30 is coupled to the setting module 102 and the detecting module 105, so that the audit module 30 can perform an order for specific requirements to be approved; and a history review unit 108, the history consulting unit 108, the audit module 30, the performance statistics unit 107, and the online transaction module 40 are simultaneously connected, and the online transaction module 40 can perform the course purchase process, whereby the history review unit 108 can record all the purchase records or orders. The status is quickly queried.
再者,請配合參閱第1、第2圖所示,由至少一服務人員登入進行銷售及提供試讀,該線上銷售管理系統之運作方法包括以下步驟:一資料設定步驟S1,係由學員自行選擇或服務人員填選後,以形成個人資料,該資料設定步驟S1後,係可進行一名單整合步驟S11,藉由該名單整合模組50所提供包括蒐集問卷、舉辦活動、網路連結或預定統計形式之資料內容,與該個人資料儲存區1011之個人資料進行整合;一偵測步驟S2,由 該偵測模組105連結偵測該個人資料儲存區1011之所有個人資料內之帳號資料訊息;一移轉步驟S3,當偵測學員之個人資料包括符合退費或重大客訴時,該移轉單元1021自動將資料透過該資料封存單元1051傳送至該結案儲存區1012內;一手動移轉步驟S4,由服務人員透過該設定模組102之該移轉單元1021連結選取該個人資料儲存區1011之特定個人資料後,手動將特定個人資料傳送至該資料庫101之結案儲存區1012;一體驗安排步驟S5,當學員之個人資料並無符合包括退費或重大客訴時,則服務人員由該設定模組102連結該體驗單元103進行運作試讀設定,以提供學員連結該伺服器10後進行學習體驗。 In addition, please refer to the first and second figures for the sales and trial reading by at least one service staff. The operation method of the online sales management system includes the following steps: a data setting step S1 is performed by the trainees themselves. After the selection or service personnel fill in the form, the personal data is formed. After the step S1 is set, the list integration step S11 can be performed, and the list integration module 50 provides the collection of questionnaires, events, network links or The content of the predetermined statistical form is integrated with the personal data of the personal data storage area 1011; a detecting step S2 is performed by The detecting module 105 is connected to detect the account information information in all the personal data of the personal data storage area 1011; and in the step S3, when the detecting the personal data of the student includes the refund or the major customer complaint, the shifting The transfer unit 1021 automatically transmits the data to the settlement storage area 1012 through the data storage unit 1051. In a manual transfer step S4, the service personnel selects the personal data storage area through the transfer unit 1021 of the setting module 102. After the specific personal data of 1011, the specific personal data is manually transferred to the settlement storage area 1012 of the database 101; an experience arrangement step S5, when the student's personal data does not meet the refund or major complaint, the service personnel The experience module 103 is connected to the experience module 103 to perform a trial and test setting to provide a learning experience after the student connects the server 10.
藉此,服務人員能進行該體驗安排步驟S5有效率地安排學員試讀並顯示於該排程顯示介面104,且亦能先進行該資料設定步驟S1協助學員創設帳號資料內容,並由該偵測模組105自動進行偵測步驟S2過濾創設逾一定期間的該資料庫101之該個人資料儲存區1011的資料,並進行該移轉步驟S3將學員帳號及資料傳送至該資料庫101之該結案儲存區1012內進行封存;抑或是經學員對服務人員表示拒絕後,由服務人員自主進行選取特定學員帳號及資料,來進行該手動移轉步驟S4,再將學員帳號及資料傳送至該資料庫101之該結案儲存區1012內進行封存。 Thereby, the service personnel can perform the experience arrangement step S5 to efficiently arrange the student to try and display on the schedule display interface 104, and can also perform the data setting step S1 to assist the student to create the account information content, and the Detective The detecting module 105 automatically performs the detecting step S2 to filter the data of the personal data storage area 1011 of the database 101 that has been created for a certain period of time, and performs the transfer step S3 to transfer the student account number and data to the database 101. The storage in the settlement storage area 1012; or after the student refuses the service personnel, the service personnel independently select the specific student account number and information to perform the manual transfer step S4, and then transfer the student account and data to the data. The sealed storage area 1012 of the library 101 is sealed.
其中,本發明更包含一訂單分配步驟S6,當體驗安排步驟S5後消費者確定消費行為時,即為產生一訂單,而一管理者係利用該訂單分配單元106連結該個人資料儲存區1011之個人資料,透過該偵測模組105自動偵測該個人資料並分配予服務人員,達一定時間後該訂單分配單元106自動連接所有個人資料進行重新分配,藉此服務人員可重新接觸並服務不同消費者,藉以整合各消費者間相關問題資訊,回饋予管理者準確、集中 之問題資訊。 The present invention further includes an order allocation step S6. When the consumer determines the consumption behavior after the experience arrangement step S5, an order is generated, and an administrator uses the order allocation unit 106 to link the personal data storage area 1011. The personal data is automatically detected by the detection module 105 and distributed to the service personnel. After a certain period of time, the order distribution unit 106 automatically connects all the personal data for reallocation, so that the service personnel can re-contact and serve differently. Consumers, by integrating information on relevant issues among consumers, giving feedback to managers accurately and centrally Problem information.
其中,本發明更包含一業績統計步驟S7,於訂單分配步驟S6後,管理者係利用該業績統計單元107連結於該設定模組102,且該業績統計單元107內設一比例分割元件1071,藉由該比例分割元件1071而能以自動或手動方式將特定訂單業績之比例分配予服務人員。 The present invention further includes a performance statistics step S7. After the order allocation step S6, the manager uses the performance statistics unit 107 to connect to the setting module 102, and the performance statistics unit 107 has a proportional division component 1071. By the ratio dividing element 1071, the proportion of the specific order performance can be assigned to the service personnel automatically or manually.
其中,本發明更進一步包含一課程選擇步驟S51,於體驗安排步驟S5時,服務人員由係使用該課程選擇模組20連結該設定模組102,令該課程選擇模組20以進行各式課程搭配以形成客制化之訂單;一審核步驟S52,該審核模組30能就該客制化之訂單進行審核,於同意後並由消費者完成訂購;及一歷史查閱步驟S53,學員或服務人員皆能連結該線上交易模組40進行課程購買後,利用該歷史查閱單元108能對所有消費紀錄或訂單狀態進行快速查詢。 The present invention further includes a course selection step S51. During the experience arrangement step S5, the service personnel use the course selection module 20 to link the setting module 102, and the course selection module 20 is used to perform various courses. Matching to form a customized order; an auditing step S52, the auditing module 30 can review the customized order, and after the consent is completed by the consumer; and a historical review step S53, the student or the service After the person can link the online transaction module 40 for course purchase, the history review unit 108 can quickly query all the consumption records or order status.
歸納上述所說,本發明同時具有上述眾多效能與實用價值,並可有效提升整體的經濟效益,因此以下所述者僅在於解釋較佳實施例而非在於限制本發明之範圍,故凡有以本發明之創作精神為基礎,而為本發明之創作任何形式的變更或修飾,皆屬於本發明意圖保護之範疇,且於相同領域技術中未見相同或近似之產品公開使用,應已符合發明專利之要件,爰依法提出申請,並請賜予本發明專利。 In summary, the present invention has the above-mentioned numerous efficiencies and practical values, and can effectively improve the overall economic efficiency. Therefore, the following is merely to explain the preferred embodiments and not to limit the scope of the present invention. The invention is based on the spirit of the invention, and any modification or modification of the invention is intended to be within the scope of the invention, and the same or similar products are not disclosed in the same field of technology, and should have been in accordance with the invention. The requirements of the patent, 提出 apply in accordance with the law, and please give the invention patent.
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