TWM530991U - Management module for schedule and data - Google Patents
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- TWM530991U TWM530991U TW105208703U TW105208703U TWM530991U TW M530991 U TWM530991 U TW M530991U TW 105208703 U TW105208703 U TW 105208703U TW 105208703 U TW105208703 U TW 105208703U TW M530991 U TWM530991 U TW M530991U
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
- G06Q10/103—Workflow collaboration or project management
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06Q10/063—Operations research, analysis or management
- G06Q10/0631—Resource planning, allocation, distributing or scheduling for enterprises or organisations
- G06Q10/06311—Scheduling, planning or task assignment for a person or group
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06Q10/063—Operations research, analysis or management
- G06Q10/0631—Resource planning, allocation, distributing or scheduling for enterprises or organisations
- G06Q10/06316—Sequencing of tasks or work
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
- G06Q10/109—Time management, e.g. calendars, reminders, meetings or time accounting
- G06Q10/1091—Recording time for administrative or management purposes
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
- G06Q10/109—Time management, e.g. calendars, reminders, meetings or time accounting
- G06Q10/1093—Calendar-based scheduling for persons or groups
- G06Q10/1095—Meeting or appointment
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
- G06Q10/109—Time management, e.g. calendars, reminders, meetings or time accounting
- G06Q10/1093—Calendar-based scheduling for persons or groups
- G06Q10/1097—Task assignment
Abstract
Description
本新型是有關於一種時程與資料管理模組。 The new model is related to a time history and data management module.
就現有技術而言，關於業務員的時間沒有系統化的方式來管理，客戶各式契約資訊與服務資料也沒有整合資訊平台，需個別作查詢。此外，業務員的每日約訪紀錄利用紙本填寫，在未來需查詢時效率極低，業務員亦需要耗費許多時間於整理數據及製作統計報表。 As far as the prior art is concerned, there is no systematic way to manage the salesperson's time. The customer's various contract information and service materials do not have an integrated information platform, and individual queries are required. In addition, the salesperson's daily interview records are filled in with paper, which is extremely inefficient in the future, and the salesman also needs to spend a lot of time to organize the data and produce statistical reports.
本新型提供一種時程與資料管理模組，提供業務員一種專屬工作行事曆，有別於傳統日曆，該專屬工作行事曆將每年度定義為十三個工作月，且每一個工作月皆為四週，每週皆為七天，固定又有秩序的循環，方便業務員時間管理及行程安排。另外，本新型所提供的時程與資料管理模組，能讓業務員在與客戶洽談時，無須使用紙本記載，而是直接利用電子方式建立資料庫，以利後續查詢及分類整理。 The present invention provides a time-history and data management module, which provides a dedicated work calendar for the salesperson, which is different from the traditional calendar. The exclusive work calendar is defined as 13 working months per year, and each working month is Four days a week, seven days a week, a fixed and orderly cycle, convenient for the salesman time management and scheduling. In addition, the time-course and data management module provided by the present invention enables the salesperson to negotiate with the customer without using the paper record, but directly establishes the database by electronic means for subsequent inquiry and sorting.
本新型之一實施方式提供一種時程與資料管理模組，適用於一業務員進行業務推展的時間排程與資料管理， 該模組包括：一處理單元及一顯示單元。該處理單元提供一專屬工作行事曆，該專屬工作行事曆定義一個年度為十三個工作月，其中，每一個工作月皆為四週，每週皆為七天，該處理單元根據該業務員所輸入至少一拜訪預定時程，在該專屬工作行事曆中自動編排。該顯示單元耦接至該處理單元，該處理單元控制該顯示單元顯示該專屬工作行事曆於一使用者介面上。 One embodiment of the present invention provides a time-history and data management module, which is suitable for time scheduling and data management of a salesperson performing business promotion. The module comprises: a processing unit and a display unit. The processing unit provides a dedicated work calendar, the exclusive work calendar defines an annual work period of 13 work months, wherein each work month is four weeks, seven days per week, the processing unit is input according to the salesperson At least one visit schedule is automatically scheduled in the exclusive work calendar. The display unit is coupled to the processing unit, and the processing unit controls the display unit to display the dedicated work calendar on a user interface.
於部分實施方式中，該時程與資料管理模組，更包括一輸入單元，該輸入單元耦接至該處理單元，該輸入單元提供該業務員在該使用者介面上輸入至少一客戶資料。 In some embodiments, the time and data management module further includes an input unit coupled to the processing unit, the input unit providing the salesperson to input at least one customer profile on the user interface.
於部分實施方式中，該時程與資料管理模組，更包括一存儲單元，該存儲單元耦接至該處理單元，該處理單元整理從該輸入單元所接收到的該至少一客戶資料，該處理單元並儲存整理後的該至少一客戶資料於該存儲單元中。 In some embodiments, the time and data management module further includes a storage unit coupled to the processing unit, the processing unit sorting the at least one customer data received from the input unit, Processing the unit and storing the collated at least one customer profile in the storage unit.
於部分實施方式中，該存儲單元儲存該至少一拜訪預定時程。 In some embodiments, the storage unit stores the at least one visited scheduled time course.
於部分實施方式中，該處理單元根據該存儲單元所儲存的該至少一客戶資料及該至少一拜訪預定時程，於實際時間即將到達其中之一特定拜訪預定時程時，該處理單元使該顯示單元推播顯示對應該特定拜訪預定時程的該客戶資料。 In some embodiments, the processing unit causes the processing unit to make the current time to arrive at one of the specific scheduled time schedules according to the at least one customer profile stored in the storage unit and the at least one visit predetermined schedule. The display unit pushes the customer profile corresponding to the scheduled time schedule for the specific visit.
於部分實施方式中，其中，該至少一客戶資料包括至少一客戶個人資訊及至少一客戶需求資訊。 In some embodiments, the at least one customer profile includes at least one customer personal information and at least one customer demand information.
於部分實施方式中，其中該至少一客戶個人資 訊包括一客戶地址，該處理單元使該顯示單元顯示對應該特定拜訪預定時程的該客戶地址，並顯示對應該客戶地址的一電子地圖。 In some embodiments, the at least one customer personal capital The message includes a customer address, the processing unit causes the display unit to display the customer address corresponding to the specific scheduled time schedule, and displays an electronic map corresponding to the customer address.
於部分實施方式中，該處理單元預先將一主管行程資訊儲存在存儲單元中，該處理單元並比對該專屬工作行事曆中的該至少一拜訪預定時程與該主管行程資訊，擷取出該至少一拜訪預定時程之外與該主管行程資訊的至少一共同空檔時段，該處理單元將該至少一共同空檔時段標示於該專屬工作行事曆上。 In some embodiments, the processing unit stores a master trip information in a storage unit, and the processing unit extracts the predetermined schedule and the supervisor schedule information in the exclusive work calendar. The processing unit marks the at least one common neutral time period on the exclusive work calendar by at least one visiting at least one common neutral time period outside the predetermined time schedule and the supervisory travel information.
於部分實施方式中，更包括該處理單元分析該業務員輸入的該至少一客戶資料，並根據該至少一客戶個人資訊，預測客戶需求。 In some embodiments, the processing unit further includes analyzing the at least one customer profile input by the salesperson, and predicting the customer requirement according to the at least one customer personal information.
於部分實施方式中，其中該處理單元控制該顯示單元顯示該專屬工作行事曆於該使用者介面時，該專屬工作行事曆可以是單工作月、單週或單日的呈現方式。 In some embodiments, when the processing unit controls the display unit to display the dedicated work calendar to the user interface, the dedicated work calendar may be a single work month, a single week, or a single day presentation manner.
110‧‧‧時程與資料管理模組 110‧‧‧Time and Data Management Module
120‧‧‧處理單元 120‧‧‧Processing unit
130‧‧‧顯示單元 130‧‧‧Display unit
140‧‧‧輸入單元 140‧‧‧Input unit
150‧‧‧存儲單元 150‧‧‧storage unit
S210~S250‧‧‧時程與資料管理方法的流程圖 Flow chart of S210~S250‧‧‧ time course and data management method
第1圖繪示本新型第一實施方式之時程與資料管理模組的功能方塊圖。 FIG. 1 is a functional block diagram of a time history and data management module according to the first embodiment of the present invention.
第2圖繪示本新型第一實施方式之時程與資料管理方法的流程圖。 FIG. 2 is a flow chart showing the time history and data management method of the first embodiment of the present invention.
第3圖繪示本新型第一實施方式之專屬工作行事曆的示意圖。 FIG. 3 is a schematic diagram showing the exclusive work calendar of the first embodiment of the present invention.
以下將以圖式揭露本新型之複數個實施方式，為明確說明起見，許多實務上的細節將在以下敘述中一併說明。然而，應瞭解到，這些實務上的細節不應用以限制本新型。也就是說，在本新型部分實施方式中，這些實務上的細節是非必要的。此外，為簡化圖式起見，一些習知慣用的結構與元件在圖式中將以簡單示意的方式繪示之。 The embodiments of the present invention are disclosed in the following drawings, and for the sake of clarity, the details of the invention are described in the following description. However, it should be understood that these practical details are not intended to limit the novel. That is to say, in some embodiments of the present invention, these practical details are not necessary. In addition, some of the conventional structures and elements are shown in the drawings in a simplified schematic manner in order to simplify the drawings.
關於本文中所使用之『包含』、『包括』、『具有』、『含有』等等，均為開放性的用語，即意指包含但不限於。 The terms "including", "including", "having", "containing", etc., as used in this document are all open terms, meaning, but not limited to.
關於本文中所使用之『及/或』，係包括所述事物的任一或全部組合。 With respect to "and/or" as used herein, it is meant to include any or all combinations of the recited.
關於本文中所使用之用詞，除有特別註明外，通常具有每個用詞使用在此領域中、在此揭露之內容中與特殊內容中的平常意義。某些用以描述本揭露之用詞將於下或在此說明書的別處討論，以提供本領域技術人員在有關本揭露之描述上額外的引導。 The terms used herein have the usual meaning of each term used in the art, the content disclosed herein, and the particular content, unless otherwise specified. Certain terms used to describe the disclosure are discussed below or elsewhere in this specification to provide additional guidance to those skilled in the art in the description of the disclosure.
本新型提供一種時程與資料管理模組，適用於業務員進行業務推展的時間排程與資料管理，特別是銀行及保險業務員的業務推展。第1圖繪示本新型第一實施方式之時程與資料管理模組的功能方塊圖，第1圖的時程與資料管理模組110可以運作在一平板電腦或其他具有觸控式螢幕的行動電子裝置上，其包括一處理單元120、一顯示單元130、一 輸入單元140及一存儲單元150。處理單元120可以是一具有運算功能的處理器；顯示單元130耦接至處理單元120，其可以是平板電腦或觸控式行動電子裝置的螢幕；輸入單元140耦接至處理單元120，其可以是螢幕上的觸控感測元件；存儲單元150耦接至處理單元120，其可以是平板電腦或觸控式行動電子裝置內部的記憶體或微型硬碟。 The present invention provides a time-history and data management module, which is suitable for time scheduling and data management of salespersons for business promotion, especially for banking and insurance salesmen. 1 is a functional block diagram of a time history and data management module of the first embodiment of the present invention. The time history and data management module 110 of FIG. 1 can be operated on a tablet computer or other touch screen. The mobile device includes a processing unit 120, a display unit 130, and a The input unit 140 and a storage unit 150. The processing unit 120 can be a processor with a computing function; the display unit 130 can be coupled to the processing unit 120, which can be a screen of a tablet or a touch-enabled mobile device; the input unit 140 is coupled to the processing unit 120, which can The touch sensing component is on the screen; the storage unit 150 is coupled to the processing unit 120, which may be a memory or a micro hard disk inside the tablet or the touch mobile electronic device.
第2圖繪示本新型第一實施方式之時程與資料管理方法的流程圖，請同時參照第1圖和第2圖。該處理單元120提供一專屬工作行事曆(步驟S210)。第3圖繪示本新型第一實施方式之專屬工作行事曆的示意圖，此專屬工作行事曆定義與傳統年曆不同，傳統年曆一個年度有12個月，每個月的天數不同，最少有28天，最多則至31天。然而，本新型所提出的專屬工作行事曆，一個年度為13個工作月，其中，每一個工作月皆為4週，每週皆為7天。以第3圖為例，104年第6個工作月的起始日是5月21日，並非如傳統年曆是每月首日為起始日。此外，本新型所提出的專屬工作行事曆從起始日起算的第28日則是該工作月之最末日。本新型所提出的專屬工作行事曆，每一個工作月都是28天，固定又有秩序的循環，能加強業務推動的效率。 FIG. 2 is a flow chart showing the time history and data management method of the first embodiment of the present invention. Please refer to FIG. 1 and FIG. 2 simultaneously. The processing unit 120 provides a dedicated work calendar (step S210). FIG. 3 is a schematic diagram showing the exclusive work calendar of the first embodiment of the present invention. The definition of the exclusive work calendar is different from the traditional almanac. The traditional almanac has 12 months in a year, and the number of days per month is different, at least 28 days. Up to 31 days. However, the exclusive work calendar proposed by this new model has an annual work period of 13 working months, of which each work month is 4 weeks and 7 days per week. Taking Figure 3 as an example, the starting date of the sixth working month in 104 is May 21, not the traditional calendar is the first day of the month. In addition, the 28th day of the exclusive work calendar proposed by the present invention from the start date is the last day of the work month. The exclusive work calendar proposed by this new type, each work month is 28 days, a fixed and orderly cycle, which can enhance the efficiency of business promotion.
此外，處理單元120控制顯示單元130顯示該專屬工作行事曆於一使用者介面上(步驟S220)。其中，當處理單元120控制顯示單元130顯示該專屬工作行事曆於該使用者介面時，該專屬工作行事曆可以是單工作月、單週或單日的呈現方式，若選擇單工作月顯示，則在該使用者介面顯 示專屬工作行事曆一個工作月的規劃行程。同理，若選擇單週顯示，則在該使用者介面顯示專屬工作行事曆一週的規劃行程；同理，若選擇單日顯示，則在該使用者介面顯示專屬工作行事曆單日的規劃行程，另外，亦可選擇該專屬工作行事曆僅顯示拜訪時程。此外，該專屬行事曆並提供業務員拜訪、輔導、會議、行銷等不同類型的事件選擇，方便業務員進行時間管理及規劃各類活動。 In addition, the processing unit 120 controls the display unit 130 to display the dedicated work calendar on a user interface (step S220). When the processing unit 120 controls the display unit 130 to display the dedicated work calendar to the user interface, the exclusive work calendar can be a single work month, a single week, or a single day presentation mode. Then in the user interface Show the exclusive work calendar for a working month of planning trip. Similarly, if a single-week display is selected, the planning trip of the exclusive work calendar is displayed in the user interface for the week; similarly, if the single-day display is selected, the planned travel of the exclusive work calendar is displayed on the user interface for a single day. In addition, you can also choose this exclusive work calendar to display only the visit schedule. In addition, the exclusive calendar provides different types of event selections such as visitor visits, coaching, meetings, marketing, etc., facilitating the salesman to manage time and plan various activities.
輸入單元140提供業務員在使用者介面上輸入至少一客戶資料及至少一拜訪預定時程(步驟S230)。接著，處理單元120整理從輸入單元140所接收到的該至少一客戶資料，處理單元120並儲存整理後的至少一客戶資料於存儲單元150中，該至少一客戶資料包括至少一客戶個人資訊及至少一客戶需求資訊。其中，客戶個人資訊包括客戶姓名、客戶年齡、客戶聯絡電話及客戶地址等。客戶需求資訊包括客戶需要的貸款或保險種類。 The input unit 140 provides the salesperson to input at least one customer profile and at least one visit schedule on the user interface (step S230). Then, the processing unit 120 organizes the at least one customer data received from the input unit 140, and the processing unit 120 stores the collated at least one customer data in the storage unit 150, where the at least one customer profile includes at least one customer personal information and At least one customer demand information. Among them, customer personal information includes customer name, customer age, customer contact number and customer address. Customer demand information includes the type of loan or insurance the customer needs.
此外，處理單元120亦儲存該至少一拜訪預定時程於存儲單元150中(步驟S240)。接著，處理單元120根據業務員所輸入的至少一拜訪預定時程，在專屬工作行事曆上自動編排(步驟S250)。 In addition, the processing unit 120 also stores the at least one visit scheduled time in the storage unit 150 (step S240). Next, the processing unit 120 automatically arranges on the dedicated work calendar according to at least one visit scheduled time period input by the salesperson (step S250).
在本新型其一實施例中，處理單元120根據存儲單元150所儲存的該至少一客戶資料及該至少一拜訪預定時程，於實際時間即將到達其中之一特定拜訪預定時程時，處理單元120使顯示單元130推播顯示對應該特定拜訪預定時程的該客戶資料。舉例來說，例如在下午兩點鐘需拜 訪客戶，處理單元120即可在下午一點鐘時，使顯示單元130推播該客戶資料及需要輔導該名客戶的行銷內容，藉以主動提醒業務員。 In an embodiment of the present invention, the processing unit 120, according to the at least one customer profile stored by the storage unit 150 and the at least one visit scheduled time period, is about to arrive at one of the specific visit scheduled time schedules at the actual time, the processing unit The display unit 130 is caused to push the display of the customer profile corresponding to the specific scheduled time schedule. For example, for example, at two o'clock in the afternoon When the customer visits the client, the processing unit 120 can cause the display unit 130 to push the customer information and need to tutor the marketing content of the customer at one o'clock in the afternoon to actively remind the salesperson.
在本新型其一實施例中，其中該至少一客戶個人資訊包括客戶地址。舉例來說，當業務員準備去拜訪某個特定客戶時處理單元120使顯示單元130顯示對應此特定拜訪預定時程的此特定客戶地址，並顯示對應此特定客戶地址的一電子地圖。 In an embodiment of the present invention, the at least one customer personal information includes a customer address. For example, when the salesperson is ready to visit a particular customer, the processing unit 120 causes the display unit 130 to display this particular customer address corresponding to the particular visit schedule, and displays an electronic map corresponding to the particular customer address.
在本新型其一實施例中，處理單元120預先將一主管行程資訊儲存在存儲單元150中，該處理單元120並比對該專屬工作行事曆中的該至少一拜訪預定時程與該主管行程資訊，擷取出該至少一拜訪預定時程之外與該主管行程資訊的至少一共同空檔時段，處理單元120將該至少一共同空檔時段標示於該專屬工作行事曆上，該處理單元120並提供主管權限，使主管能獲知該些共同空檔時段。如此一來，主管可以隨時獲知業務員行程空檔，即可以於共同空檔時段輔導業務員。 In an embodiment of the present invention, the processing unit 120 stores a master trip information in the storage unit 150 in advance, and the processing unit 120 compares the predetermined schedule with the supervisor trip in the exclusive work calendar. And the processing unit 120 marks the at least one common neutral time period on the exclusive work calendar, the processing unit 120 is configured to extract at least one common neutral time period outside the scheduled time schedule and the main schedule information. Supervisors are also provided to enable supervisors to be informed of these common slots. In this way, the supervisor can know the clerk's itinerary at any time, that is, he can coach the clerk during the common vacant time.
在本新型其他實施例中，處理單元120分析該業務員輸入的該至少一客戶資料，並根據該至少一客戶個人資訊，預測客戶需求。例如，處理單元120亦可根據該至少一客戶資料，進行客戶分群，挑選出具有較高行銷潛力的客戶。此外，處理單元120更運用文字探勘技術，針對業務員每日持續拜訪後輸入的紀錄資訊，解析並預測客戶需求，進而提供業務員行銷拜訪建議。 In other embodiments of the present invention, the processing unit 120 analyzes the at least one customer profile input by the salesperson and predicts the customer demand based on the at least one customer personal information. For example, the processing unit 120 may also perform customer grouping according to the at least one customer profile to select a customer with higher marketing potential. In addition, the processing unit 120 further uses the text search technology to analyze and predict the customer demand for the record information input by the salesperson after the daily visit, and then provide the salesperson's marketing visit suggestion.
在本新型其他實施例中，處理單元120更分析業務員文字紀錄足跡，建置業務員行銷紀錄字串資料庫，匯集業績優秀的業務員活動態樣，進而提供業務員各情境的行銷建議。 In other embodiments of the present invention, the processing unit 120 further analyzes the salesman's written record footprint, builds a salesperson's marketing record string database, and aggregates the performance of the outstanding salesperson, thereby providing marketing advice for each situation of the salesperson.
在本新型其他實施例中，處理單元120提供業務員直屬主管可查詢存儲單元150上所儲存的業務員約訪紀錄，直屬主管並可進行意見回饋，適時地給予業務員建議。 In other embodiments of the present invention, the processing unit 120 provides the salesperson direct supervisor to query the salesperson's appointment record stored on the storage unit 150, and the direct supervisor can provide feedback and give advice to the salesperson in a timely manner.
在本新型其他實施例中，處理單元120計算業務員的績效，並透過與同職級業務員的比較，剖析個別業務員行銷的每一個環節可以調整精進之處，藉此使業務員後續的業務推廣更有效率，提升整體績效。 In other embodiments of the present invention, the processing unit 120 calculates the performance of the salesperson, and through comparison with the salesperson of the same rank, analyzes each link of the individual salesperson's marketing, and can adjust the improvement, thereby enabling the salesman to follow up the business. Promote more efficient and improve overall performance.
本新型提供一種時程與資料管理模組，提供業務員一種專屬工作行事曆，有別於傳統日曆，該專屬工作行事曆將每年度定義為十三個工作月，且每一個工作月皆為四週，每週皆為七天，固定又有秩序的循環，方便業務員時間管理及行程安排。另外，本新型所提供的時程與資料管理模組，能讓業務員在與客戶洽談時，無須使用紙本記載，而是直接利用電子方式建立資料庫，以利後續查詢及分類整理。 The present invention provides a time-history and data management module, which provides a dedicated work calendar for the salesperson, which is different from the traditional calendar. The exclusive work calendar is defined as 13 working months per year, and each working month is Four days a week, seven days a week, a fixed and orderly cycle, convenient for the salesman time management and scheduling. In addition, the time-course and data management module provided by the present invention enables the salesperson to negotiate with the customer without using the paper record, but directly establishes the database by electronic means for subsequent inquiry and sorting.
雖然本新型已以多種實施方式揭露如上，然其並非用以限定本新型，任何熟習此技藝者，在不脫離本新型之精神和範圍內，當可作各種之更動與潤飾，因此本新型之保護範圍當視後附之申請專利範圍所界定者為準。 Although the present invention has been disclosed in various embodiments as described above, it is not intended to limit the present invention, and the skilled person can make various changes and retouchings without departing from the spirit and scope of the present invention. The scope of protection is subject to the definition of the scope of the patent application attached.
110‧‧‧時程與資料管理模組 110‧‧‧Time and Data Management Module
120‧‧‧處理單元 120‧‧‧Processing unit
130‧‧‧顯示單元 130‧‧‧Display unit
140‧‧‧輸入單元 140‧‧‧Input unit
150‧‧‧存儲單元 150‧‧‧storage unit
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| Application Number | Priority Date | Filing Date | Title |
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| TW105208703U TWM530991U (en) | 2016-06-08 | 2016-06-08 | Management module for schedule and data |
| CN201710076741.1A CN106952074A (en) | 2016-06-08 | 2017-02-13 | Time schedule and data management module and method |
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| US20140095232A1 (en) * | 2012-09-28 | 2014-04-03 | Groupon, Inc. | Scheduling Appointments With Deal Offers |
| CN103632253A (en) * | 2013-10-28 | 2014-03-12 | 金蝶软件（中国）有限公司 | Method and device for creating calendar |
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