TWI659378B - Online sales management system and its operation method - Google Patents

Online sales management system and its operation method Download PDF

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Publication number
TWI659378B
TWI659378B TW107100272A TW107100272A TWI659378B TW I659378 B TWI659378 B TW I659378B TW 107100272 A TW107100272 A TW 107100272A TW 107100272 A TW107100272 A TW 107100272A TW I659378 B TWI659378 B TW I659378B
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personal data
unit
module
storage area
data storage
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TW201931258A (en
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廖本昌
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乂迪生科技股份有限公司
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Abstract

一種線上銷售管理系統,係包含一資料庫、一設定模組,該設定模組內輸入資料後形成至少個人資料;一體驗單元,該體驗單元連結一排程顯示介面能快速尋找該個人資料儲存區客戶資料,並由該設定模組進行安排課程體驗;一偵測模組,該偵測模組內設主動進行偵測該資料庫之該個人資料儲存區內退費之個人資料連結於該移轉單元,或由該設定模組之該移轉單元手動選擇特定之個人資料移轉至該資料庫之該結案儲存區內,能有效解決服務員重複行銷導致當事人困擾等多目的。 An online sales management system includes a database and a setting module. After entering data in the setting module, at least personal data is formed. An experience unit is connected to a scheduling display interface to quickly find the personal data storage. Customer data, and the setting module will arrange the course experience; a detection module, the detection module is set to actively detect the refund of the personal data in the personal data storage area of the database linked to the mobile The transfer unit, or the transfer unit of the setting module manually selects specific personal data to be transferred to the case storage area of the database, which can effectively solve the multiple purposes of the waiter caused by repeated marketing and other problems.

Description

線上銷售管理系統及其運作方法 Online sales management system and its operation method

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 an operation method thereof.

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 exchange of various cultural, industrial and commercial activities, and academics has become increasingly international. Most people rely on dense information or the Internet to achieve exchanges. Therefore, under the trend of internationalization and global communication, the relationship between most business activities and online network devices is becoming more and more inseparable, effectively promoting the circulation of economy and commerce.

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。 Press, in recent years, online sales have been used to provide education sales staff to log in to perform basic transaction settings and reconfirmation of course content. However, the conventional device is set up by education marketing staff to log in to the device and set up customers who want to track or contact for education marketing. Personnel conduct online communication with customers to promote products or services; or send customers to the network for sending courses and reconfirmation, and then send them 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 traditional devices, they can only perform actions such as customer contact list records and simple classification of customer lists, and cannot be based on necessary selections related to customization in educational institutions. For example, the customer list has been connected through different services. Repeated marketing links between promoters can easily cause unnecessary psychological pressure and life distress for customers. Therefore, it is easy to increase the company's concerns about customer complaints and poor wind ratings. It has troubled relevant users for a long time, and it is necessary to improve it. In view of this, the inventor has many years of research and development and design experience in related fields. After detailed design and careful evaluation, the objective of the present invention is indeed a practical one.

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。 An object of the present invention is to provide an online sales management system and an operation method thereof, which use modules that combine different functions to provide service personnel to connect a setting module and an experience unit to extract a predetermined personal data storage area in a database. Personal data to simplify the process and process of trial reading; and the setting module is connected to a detection module and a personal data storage area in the database, and a list integration module connected to the personal data storage area. The service personnel can detect the personal data in the preset conditions of the detection module. After setting the predetermined conditions, the personal data will be sent to one of the database's case storage areas for sealing, to avoid repeated marketing to customers and cause confusion to the parties. In addition, the setting module is connected to the personal data storage area and a ratio division component in a performance statistics unit, so as to achieve the purpose of dividing a specific order performance ratio to different service personnel; further, the service personnel The setting module can help students create personal information for them, and link a course selection module according to personal preferences or sex Select a combination of order courses; connect a setting module and an online transaction module from a history review unit to retrieve the consumption records of specific students; finally, a setting module can be linked to the setting module to enable all orders Or review the performance distribution ratio in the order and other functions.

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。 Regarding the technology, method, means and effects adopted by the present invention, a preferred embodiment will be described in detail with reference to the drawings and figures in the following, so that your reviewers can have a more detailed understanding of the present invention, Those skilled in the art can implement it based on what is described below only to explain the preferred embodiment and not to limit the scope of the present invention. Therefore, any form of alteration or modification is based on the creative spirit of the present invention. All belong to the scope of the present invention.

10‧‧‧伺服器 10‧‧‧Server

101‧‧‧資料庫 101‧‧‧Database

1011‧‧‧個人資料儲存區 1011‧‧‧Personal data 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‧‧‧ Creation 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 Archive 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 element

108‧‧‧歷史查閱單元 108‧‧‧History 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 Procedure

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‧‧‧ Migration steps

S4‧‧‧手動移轉步驟 S4‧‧‧Manual transfer steps

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‧‧‧History Review Steps

S6‧‧‧訂單分配步驟 S6‧‧‧Order Allocation Procedure

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: Block 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。 FIG. 2 is a schematic flow chart of a system operation method 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 in the description and the scope of subsequent patent applications to refer to specific elements. Those of ordinary skill in the art should understand that manufacturers may use different names to refer to the same components. The scope of this specification and subsequent patent applications does not take the difference in names as a way to distinguish components, but rather uses the differences in functions of components as a basis for differences. "Inclusion" mentioned throughout the specification and subsequent claims is an open-ended term and should be interpreted as "including but not limited to." In addition, "links", "links" and "connections" include 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 as shown below. The present invention provides an online sales management system that operates on a server 10 that is connected to a network and includes: a database 101 with a person in it. A data storage area 1011 and a case storage area 1012; and a setting module 102, which includes a transfer unit 1021 and a creation unit 1022, and the creation unit 1022 forms personal data after inputting data, and 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 Personal data storage area 1011 and a schedule display interface 104. The schedule display interface 104 can quickly find the personal data of the students in the personal data storage area 1011, and the setting module 102 is connected to the experience unit 103 to arrange courses. Experience; a detection module 105, a data storage unit 1051 is set in the detection module 105, and the data storage unit 1051 is connected The setting module 102 and the case storage area 1012 of the database 101, and the detection module 105 can at least actively detect all personal data refunded in the personal data storage area 1011 of the database 101, and at the same time the The detection module 105 is connected to the transfer unit 1021, and selects specific personal data to be transferred to the case storage area 1012 of the database 101, or the transfer unit 1021 of the setting module 102 manually selects specific personal data Transfer to the case storage area 1012 of the database 101.

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。 Among them, the personal data storage area 1011 in the database 101 is further connected to a list integration module 50, which provides data content including collecting questionnaires, holding activities, network links or predetermined statistics. The data content of specific statistical forms, such as data statistics, age statistics, or consumption statistics, are used to cross-check with the personal data in personal data storage area 1011. Using data and personal data integration can provide more accurate personal data content and effectively avoid Repeat marketing activities 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。 Thereby, the service personnel can connect the setting module 102 of the server 10 to the experience unit 103 through the network, so as to directly conduct the process of arranging the students for trial reading and connect to display in the schedule display interface 104, or substitute The trainee will arrange a trial course after the account creation; and the detection module 105 will automatically link and detect all the personal data in the personal data storage area 1011 of the database 101, and transfer the personal data of the specific student to the Sealing in the case storage area 1012, not only can quickly select specific students to reduce the trial reading process, but also can effectively avoid the repeated marketing of the same or have been rejected students; moreover, service personnel can also The detection module 105 detects personal data by preset conditions. When the personal data meets the situation of refunds, major customer complaints, etc., the personal data is transferred to the closed storage area 1012 of the database 101 for sealing. Can avoid repeated marketing behaviors for customers, and reduce Various probabilities, and enhance 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 allocation unit 106 connects all the personal data in the personal data storage area 1011, and the personal data is allocated by the detection module 105 after automatic detection. After a certain period of time is given to the service personnel, the order distribution unit 106 automatically redistributes personal data. Through the redistribution of the personal data, 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 element 1071, and the proportional division element 1071 is used to automatically or manually allocate the proportion 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 connected to the setting module 102, so that the course selection module 20 can be used to match various courses to form a customized order; an audit Module 30, the audit module 30 is connected to the setting module 102 and the detection module 105, so that the audit module 30 can perform order approval for specific requirements; and a history review unit 108, the history review unit 108 At the same time, the review module 30, the performance statistics unit 107, and an online transaction module 40 are connected. After the online transaction module 40 can conduct the course purchase process, the history review unit 108 can perform all consumption records or orders. Quick query of status.

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 Figures 1 and 2 for at least one service person to log in to provide sales and provide trial reading. The operation method of the online sales management system includes the following steps: a data setting step S1, which is performed by the students themselves After the selection or service personnel fill in the form to form personal data, after the data setting step S1, a list integration step S11 can be performed. The list integration module 50 provides collection of questionnaires, holding activities, network links or The data content in the predetermined statistical form is integrated with the personal data in the personal data storage area 1011; a detection step S2, The detection module 105 is connected to detect the account information information in all personal data of the personal data storage area 1011; a transfer step S3, when the personal data of the detected trainee includes a refund or a major customer complaint, the transfer The transfer unit 1021 automatically transmits the data to the case storage area 1012 through the data storage unit 1051; a manual transfer step S4, the service personnel selects the personal data storage area through the transfer unit 1021 link of the setting module 102 After the specific personal data of 1011, manually transfer the specific personal data to the case storage area 1012 of the database 101; an experience arrangement step S5, when the student's personal data does not meet the requirements including refund or major customer complaint, the service staff The setting module 102 is connected to the experience unit 103 for operation trial reading settings to provide students with a learning experience after connecting to 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。 In this way, the service personnel can efficiently perform the trial arrangement step S5 to arrange the students to read the trial and display it on the schedule display interface 104, and can also perform the data setting step S1 to assist the students to create the account data content, and the investigation The testing module 105 automatically performs detection step S2 to filter the data in 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 and data to the database 101. The case storage area is sealed in 1012; or after the student has refused to the service staff, the service staff can independently select a specific student account and data to perform the manual transfer step S4, and then transfer the student account and data to the data The closed 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. Personal data is automatically detected by the detection module 105 and allocated to service personnel. After a certain period of time, the order allocation unit 106 automatically connects all personal data for redistribution, thereby allowing service personnel to re-contact and serve different services. Consumers, to integrate information about relevant issues among consumers, and give back 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。 Wherein, 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 includes a proportional division element 1071. By means of the proportion division element 1071, the proportion of the performance of a specific order can be allocated to service personnel in an automatic or manual manner.

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。 Wherein, the present invention further includes a course selection step S51. During the experience arrangement step S5, the service staff uses the course selection module 20 to connect to the setting module 102, so that the course selection module 20 can perform various courses. Matching to form a customized order; an review step S52, the review module 30 can review the customized order, and the consumer can complete the order after agreeing; and a history review step S53, the student or service After the personnel can connect to the online transaction module 40 for course purchase, the history checking unit 108 can be used to quickly query all consumption records or order statuses.

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。 To sum up, the present invention has the above-mentioned numerous effects and practical values at the same time, and can effectively improve the overall economic benefits. Therefore, the following is only for explaining the preferred embodiments and not for limiting the scope of the present invention. Based on the creative spirit of the present invention, any form of alteration or modification of the creative work of the present invention belongs to the scope of the present invention, and the same or similar products have not been publicly used in the same field technology, and should be consistent with the invention. The essential elements of the patent are to be filed in accordance with the law, and please grant a patent for this invention.

Claims (10)

一種線上銷售管理系統,包括:一資料庫,該資料庫內設一個人資料儲存區及一結案儲存區;一設定模組,該設定模組內設一移轉單元及一創設單元,該創設單元輸入資料後形成個人資料,並將個人資料連結該移轉單元後傳送至該資料庫之該個人資料儲存區;一體驗單元,該體驗單元連結於該創設單元、該移轉單元及該資料庫之該個人資料儲存區及一排程顯示介面,該排程顯示介面能快速尋找該個人資料儲存區之個人資料,並由該設定模組連結該體驗單元以進行安排課程體驗;一名單整合模組,與該資料庫內之該個人資料儲存區連結,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,並與該個人資料儲存區之個人資料整合;一偵測模組,該偵測模組內設一資料封存單元,該資料封存單元連接該設定模組及該資料庫之該結案儲存區,且該偵測模組至少能夠主動進行偵測該資料庫之該個人資料儲存區內退費之所有個人資料,同時該偵測模組連結於該移轉單元,選擇特定之個人資料移轉至該資料庫之結案儲存區內,或由該設定模組之轉移單元手動選擇特定之個人資料移轉至該資料庫之結案儲存區內。An online sales management system includes: a database, which includes a personal data storage area and a case storage area; a setting module, which includes a transfer unit and a creation unit, and the creation unit After entering the data, form personal data, and link the personal data to the transfer unit to the personal data storage area of the database; an experience unit, the experience unit is connected to the creation unit, the transfer unit, and the database The personal data storage area and a schedule display interface, the schedule display interface can quickly find the personal data of the personal data storage area, and the setting module connects the experience unit to arrange the course experience; a list integration mode Group, which is linked to the personal data storage area in the database, and provides data content including collecting questionnaires, holding events, network links or predetermined statistical forms, and integrating with the personal data of the personal data storage area; Module, the detection module is provided with a data storage unit, and the data storage unit is connected to the setting module and the case storage of the database And the detection module can at least proactively detect all personal data refunded in the personal data storage area of the database, and the detection module is connected to the transfer unit to select a specific personal data transfer Go to the case storage area of the database, or manually select specific personal data to be transferred to the case storage area of the database by the transfer unit of the setting module. 如請求項1所述之線上銷售管理系統,其中該設定模組連接一訂單分配單元,該訂單分配單元連結該個人資料儲存區之所有個人資料,由該偵測模組自動偵測所有個人資料分配予服務人員,達一定時間後該訂單分配單元自動連接個人資料進行重新分配之功能。The online sales management system according to claim 1, wherein the setting module is connected to an order allocation unit, and the order allocation unit is connected to all personal data in the personal data storage area, and the detection module automatically detects all personal data Assigned to service personnel. After a certain period of time, the order distribution unit automatically connects personal data for re-distribution. 如請求項1所述之線上銷售管理系統,其中該設定模組連結一業績統計單元,該業績統計單元內設一比例分割元件,該比例分割元件以進行特定訂單業績之比例自動或手動分配。The online sales management system according to claim 1, wherein the setting module is connected to a performance statistics unit, and a ratio division element is set in the performance statistics unit, and the ratio division element is used for automatic or manual allocation of the ratio of specific order performance. 如請求項3所述之線上銷售管理系統,更包含:一課程選擇模組,該課程選擇模組連結該設定模組,使該課程選擇模組以進行各式課程搭配而形成客制化之訂單:一審核模組,該審核模組連結該設定模組及該偵測模組,使該審核模組能進行特定需求訂單進行審核同意;及一歷史查閱單元,該歷史查閱單元同時連接該審核模組、該業績統計單元及一線上交易模組,該線上交易模組能進行課程購買後,藉此該歷史查閱單元能對所有消費紀錄或訂單狀態進行快速查詢。The online sales management system as described in claim 3, further includes: a course selection module, which is connected to the setting module, so that the course selection module can be customized for various courses. Order: an auditing module, which is connected to the setting module and the detection module, so that the auditing module can conduct order approval for specific requirements; and a history review unit, which is simultaneously connected to the The review module, the performance statistics unit, and an online transaction module. After the online transaction module can purchase courses, the history review unit can quickly query all consumption records or order statuses. 一種應用於請求項1所述之線上銷售管理系統之運作方法,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含下列步驟:一資料設定步驟,係由學員自行選擇或服務人員填選後,以形成個人資料;一偵測步驟,由該偵測模組連結偵測該個人資料儲存區之所有個人資料內之帳號資料訊息;一移轉步驟,當偵測學員之個人資料包括符合退費或重大客訴時,該移轉單元自動將資料透過該資料封存單元傳送至該結案儲存區內;一手動移轉步驟,由服務人員透過該設定模組之該移轉單元連結選取該個人資料儲存區之特定個人資料後,手動將特定個人資料傳送至該資料庫之結案儲存區;一體驗安排步驟,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連結該體驗單元進行運作試讀設定,以提供學員連結後進行學習體驗。An operating method applied to the online sales management system described in claim 1, with at least one service person logged in to provide sales and provide trial reading. The operating method of the online sales management system includes the following steps: a data setting step, which is performed by students After selecting or filling in by the service personnel to form personal data; a detection step, the detection module link detects the account data information in all personal data of the personal data storage area; a transfer step, when the detection When the testee ’s personal data includes eligible refunds or major customer complaints, the transfer unit automatically sends the data to the case storage area through the data storage unit; a manual transfer step is performed by service personnel through the setting module. The transfer unit link selects specific personal data in the personal data storage area, and then manually transmits the specific personal data to the case storage area of the database; an experience arrangement step, when the student's personal data does not meet the requirements including refund or major In the case of a customer complaint, the service personnel will connect the experience unit with the setting module to conduct trial trial settings to provide students with links. After the learning experience. 如請求項5所述之線上銷售管理系統之運作方法,其中更包含:一訂單分配步驟,當體驗安排步驟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連結該個人資料儲存區之個人資料,透過該偵測模組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自動連接所有個人資料進行重新分配。The operation method of the online sales management system as described in claim 5, further including: an order allocation step, when the consumer determines the consumption behavior after the experience arrangement step, an order is generated, and a manager uses the order The allocation unit is connected to the personal data in the personal data storage area, and the personal data is automatically detected by the detection module and allocated to service personnel. After a certain period of time, the order allocation unit automatically connects all personal data for redistribution. 如請求項6所述之線上銷售管理系統之運作方法,其中更包含:一業績統計步驟,於訂單分配步驟後,管理者係利用該業績統計單元連結於該設定模組,且該業績統計單元內設一比例分割元件,藉以提供特定之訂單業績比例自動或手動分配。The operation method of the online sales management system according to claim 6, further comprising: a performance statistics step. After the order allocation step, the manager uses the performance statistics unit to connect to the setting module, and the performance statistics unit Built-in a proportional division component to provide a specific order performance ratio automatic or manual allocation. 如請求項5所述之線上銷售管理系統之運作方法,其中更包含:一名單整合步驟,係於該資料設定步驟後,藉由該名單整合模組所提供包括包括蒐集問卷、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之個人資料進行整合。The operation method of the online sales management system as described in claim 5, further including: a list integration step, after the data setting step, provided by the list integration module, including collecting questionnaires, holding events, The data content in the form of link link or predetermined statistics is integrated with the personal data in the personal data storage area. 一種應用於請求項4所述之線上銷售管理系統之運作方法,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含下列步驟:一資料設定步驟,係由學員自行選擇或服務人員填選後,以形成個人資料;一偵測步驟,由該偵測模組連結偵測該個人資料儲存區之所有個人資料內之帳號資料訊息;一移轉步驟,當偵測學員之個人資料包括符合退費或重大客訴時,該移轉單元自動將資料透過該資料封存單元傳送至該結案儲存區內;一手動移轉步驟,由服務人員透過該設定模組之該移轉單元連結選取該個人資料儲存區之特定個人資料後,手動將特定個人資料傳送至該資料庫之結案儲存區;一體驗安排步驟,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連結該體驗單元進行運作試讀設定,以提供學員連結後進行學習體驗。An operating method applied to the online sales management system described in claim 4, which is logged in by at least one service person to conduct sales and provide trial reading. The operating method of the online sales management system includes the following steps: a data setting step, which is performed by students After selecting or filling in by the service personnel to form personal data; a detection step, the detection module link detects the account data information in all personal data of the personal data storage area; a transfer step, when the detection When the testee ’s personal data includes eligible refunds or major customer complaints, the transfer unit automatically sends the data to the case storage area through the data storage unit; a manual transfer step is performed by service personnel through the setting module. The transfer unit link selects specific personal data in the personal data storage area, and then manually transmits the specific personal data to the case storage area of the database; an experience arrangement step, when the student's personal data does not meet the requirements including refund or major In the case of a customer complaint, the service personnel will connect the experience unit with the setting module to conduct trial trial settings to provide students with links. After the learning experience. 如請求項9述之線上銷售管理系統之運作方法,其中更包含:一課程選擇步驟,於體驗安排步驟時,服務人員由係使用該課程選擇模組連結該設定模組,令該課程選擇模組以進行各式課程搭配以形成客制化之訂單;一審核步驟,該審核模組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,學員或服務人員皆能連結一線上交易模組進行課程購買後,利用該歷史查閱單元能對所有消費紀錄或訂單狀態進行快速查詢。For example, the operation method of the online sales management system described in item 9 further includes: a course selection step. During the experience arrangement step, the service staff uses the course selection module to link the setting module to make the course selection module. Group to carry out various course matching to form a customized order; an auditing step, the auditing module can audit the customized order, and the consumer can complete the order after agreeing; and a history review step, Students or service personnel can connect to an online trading module for course purchases, and use the history review unit to quickly query all consumption records or order statuses.
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