WO2020241004A1 - Business assistance system, business assistance method, and program - Google Patents

Business assistance system, business assistance method, and program Download PDF

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Publication number
WO2020241004A1
WO2020241004A1 PCT/JP2020/012474 JP2020012474W WO2020241004A1 WO 2020241004 A1 WO2020241004 A1 WO 2020241004A1 JP 2020012474 W JP2020012474 W JP 2020012474W WO 2020241004 A1 WO2020241004 A1 WO 2020241004A1
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information
unit
business
estimation
sales
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PCT/JP2020/012474
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French (fr)
Japanese (ja)
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将慶 茶山
紀芳 清水
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パナソニックIpマネジメント株式会社
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
    • G06F16/28Databases characterised by their database models, e.g. relational or object models
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION 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
    • G06Q10/00Administration; Management
    • G06Q10/06Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling

Definitions

  • This disclosure generally relates to sales support systems, sales support methods and programs, and more specifically to sales support systems, sales support methods and programs that estimate evaluation information regarding contracts with specific business partners.
  • the sales activity support method described in Patent Document 1 includes target rank information of the facility in charge for each sales person, the number of scheduled visits, activity schedule for each sales person, information on activity results, and priority information set for each sales person.
  • the feature is that the recommended route for sales activities is calculated each time and displayed on the tablet terminal.
  • the sales activity support method described in Patent Document 1 presents information used for sales activities (here, a recommended route for sales activities) to users such as sales staff.
  • information used for sales activities here, a recommended route for sales activities
  • the evaluation information regarding the contract (order contract, etc.) with a specific business partner is presented to the user by using the same means as the sales activity support method described in Patent Document 1, the user also The information presented may not be reliable and may not be actively available.
  • the purpose of this disclosure is to provide a sales support system, sales support method and program that can increase the possibility that evaluation information regarding a contract with a specific business partner can be trusted by users.
  • the sales support system includes an acquisition unit, an estimation unit, a logic configuration unit, and an output unit.
  • the acquisition unit acquires business information regarding a specific business destination.
  • the estimation unit estimates evaluation information regarding a contract with the specific business partner based on the business information acquired by the acquisition unit.
  • the logic component unit generates explanatory information based on the business information acquired by the acquisition unit and the evaluation information estimated by the estimation unit.
  • the explanatory information is information relating to the explanation of the estimation logic of the evaluation information estimated by the estimation unit.
  • the output unit outputs the evaluation information estimated by the estimation unit and the explanatory information generated by the logic configuration unit.
  • the sales support method includes acquisition processing, estimation processing, logic configuration processing, and output processing.
  • acquisition process business information regarding a specific business destination is acquired.
  • estimation process evaluation information regarding a contract with the specific business partner is estimated based on the business information acquired in the acquisition process.
  • logic configuration process explanatory information is generated based on the business information acquired in the acquisition process and the evaluation information estimated in the estimation process.
  • the explanatory information is information relating to the explanation of the estimation logic of the evaluation information estimated by the estimation process.
  • the output process the evaluation information estimated by the estimation process and the explanatory information generated by the logic configuration process are output.
  • the sales support method includes logic configuration processing and output processing.
  • explanatory information is generated based on sales information and evaluation information.
  • the business information relates to a specific business destination.
  • the evaluation information relates to a contract with the specific business partner.
  • the evaluation information is estimated based on the business information.
  • the explanatory information is information relating to the explanation of the estimation logic of the evaluation information.
  • the output process the explanatory information generated in the logic configuration process is output.
  • the program according to one aspect of the present disclosure is a program for causing one or more processors to execute the sales support method according to any one of the above aspects.
  • FIG. 1 is a block diagram of a sales support system according to an embodiment.
  • FIG. 2 is a sequence diagram showing an outline of an operation example of the sales support system described above.
  • 3A to 3D are diagrams showing a decision tree as an estimation model generated by the sales support system of the same.
  • FIG. 4 is a diagram showing a decision tree as an estimation model generated by the same sales support system.
  • FIG. 5 is a diagram showing an example of a display mode in the presentation unit of the sales support system described above.
  • the sales support system 1 of the present embodiment includes an acquisition unit 2, an estimation unit 4, a logic configuration unit 5, and an output unit 6.
  • the Acquisition department 2 acquires sales information related to a specific business partner.
  • the estimation unit 4 estimates evaluation information (including, for example, a contract rate) regarding a contract (for example, a sales contract or a rental contract) with a specific business partner based on the business information acquired by the acquisition unit 2.
  • the logic configuration unit 5 generates explanatory information based on the sales information acquired by the acquisition unit 2 and the evaluation information estimated by the estimation unit 4.
  • the explanatory information is information related to the explanation of the estimation logic of the evaluation information estimated by the estimation unit 4.
  • the output unit 6 outputs the evaluation information estimated by the estimation unit 4 and the explanatory information generated by the logic configuration unit 5.
  • Business destinations include, for example, business establishments or individuals.
  • the term "specific business partner" as used in the present disclosure means a business establishment or a business partner to which an individual is specified. That is, the sales support system 1 does not output the evaluation information and the explanatory information about the unspecified business destination (for example, the entire market), but inputs the sales information about the specific business destination and evaluates the specific business destination. Output information and explanatory information. It is not necessary for the business establishment name or individual name of a specific business destination to be specified, and it is sufficient that the specific business destination is distinguished from other business establishments or other individuals. For example, a customer code assigned to an individual establishment or individual may distinguish a particular business from another establishment or individual.
  • business partner simply means "specific business partner”.
  • the output unit 6 outputs not only the evaluation information regarding the contract with the business partner but also the explanatory information regarding the explanation about the estimation logic of the evaluation information.
  • a sales person or the like (user) who uses the sales support system 1 can know from the explanatory information what kind of estimation logic the evaluation information is estimated by. Then, the sales person or the like can judge whether or not the evaluation information is reliable information by using the explanatory information as a judgment material. As a result, it is possible to increase the possibility that the evaluation information can be trusted by the sales staff or the like, as compared with the case where only the evaluation information is output from the output unit 6.
  • Sales support system The sales support system 1 will be described in more detail below.
  • the sales support system 1 is used by, for example, a business establishment (private company, public company, government office, etc.) to support the business activities of the business establishment.
  • the sales support system 1 is used, for example, by a manager, a representative, a manager (store manager, etc.), a sales person, or a clerical person who belongs to a company.
  • a person who uses the sales support system 1 refers to the evaluation information and the explanatory information output by the sales support system 1 to determine which of the plurality of business partners it is desirable to carry out sales activities. can do.
  • the person who uses the sales support system 1 can judge the usefulness of conducting sales activities for each business partner by referring to the evaluation information and the explanatory information output by the sales support system 1. .
  • a case where the sales person in charge uses the sales support system 1 will be described as an example.
  • the sales person who uses the sales support system 1 introduces the product to multiple business partners.
  • Each of the plurality of business partners may be, for example, a business establishment (private company, public company, government office, etc.) or a person belonging to the business establishment (manager, representative, employee, employee, etc.). It may be a sole proprietor, an end user of a product, or an end user of a product.
  • the type of product handled by the sales staff is arbitrary.
  • the product may be a rental product or a product delivered in exchange for consideration. Further, the product may be an intangible product such as a service.
  • the product is a rental product
  • the product is a rental nursing care product (eg, wheelchair, bed, etc.).
  • each of the plurality of business partners is a set of one care manager (person) and one or a plurality of end users (persons) in charge of the care manager will be described as an example. ..
  • An "end user” is a care recipient or a person associated with the care recipient.
  • a business operator as a person who sells products to a plurality of business partners and a sales person in charge of this business operator are collectively referred to as a "business operator".
  • Part of the rental cost of long-term care products may be subsidized by long-term care insurance.
  • the end user may ask the care manager who is in charge of the end user to create a care plan indicating that the long-term care products are needed.
  • the end user may be referred by the care manager to the long-term care product to be rented or the business operator who handles the long-term care product.
  • the care manager acts as an intermediary between the business operator who sells the product (nursing care product) and the end user. Therefore, the sales person (sales person in charge) conducts a sales activity of introducing nursing care products to the care manager for the purpose of receiving an order from the end user.
  • the sales person uses the sales support system 1 for sales activities to the care manager. That is, in the present embodiment, the sales support system 1 is used for sales support of rental products.
  • the target for the sales activity of introducing the nursing care product by the business operator is the care manager, and the target for the business operator to conclude a rental contract as a result of the sales activity is the care manager.
  • One or more end users are a set of one care manager and one or more end users in charge of this care manager.
  • the business operator conducts sales activities to each business partner and conducts business. A contract to rent materials will be signed with this business partner.
  • the above-mentioned "specific business destination" is, more specifically, a business in which at least a care manager is specified among the persons (care manager and one or a plurality of end users) belonging to the business destination. Means ahead.
  • Each of the plurality of care managers belongs to at least one of the plurality of business establishments.
  • the business operator visits the business office to which the care manager (business destination) belongs and conducts sales activities.
  • the sales support system 1 is realized by, for example, one or more personal computers or mobile terminals (smartphones, tablet terminals, etc.). As shown in FIG. 1, the sales support system 1 of the present embodiment includes a computer system 10. The computer system 10 is composed of, for example, a server. In addition, the sales support system 1 further includes a mobile terminal 11. The mobile terminal 11 has an operation unit 7 as an input interface and a presentation unit 8 as an output interface. However, the operation unit 7 and the presentation unit 8 are not indispensable to the sales support system 1, and the sales support system 1 may not include at least one of the operation unit 7 and the presentation unit 8.
  • the computer system 10 includes an acquisition unit 2, an estimation unit 4, a logic configuration unit 5, an output unit 6, an estimation model generation unit 3, and an input reception unit 12.
  • the computer system 10 has one or more processors and memory. When the processor of the computer system 10 executes the program recorded in the memory of the computer system 10, at least a part of the functions of the computer system 10 are realized.
  • the program may be recorded in a memory, provided through a telecommunication line such as the Internet, or may be recorded and provided on a non-temporary recording medium such as a memory card.
  • FIG. 2 shows an outline of an operation example of the sales support system 1.
  • the acquisition unit 2 acquires sales information (step S1). Further, the acquisition unit 2 divides the sales information and prepares at least the learning data D1 and the estimation data D2 (step S2).
  • the estimation model generation unit 3 generates a plurality of estimation models used for estimating the evaluation information in the estimation unit 4 based on the learning data D1 (step S3).
  • the estimation unit 4 estimates the evaluation information by inputting the estimation data D2 into the plurality of estimation models (step S4).
  • the logic configuration unit 5 generates explanatory information by analyzing the estimation process of the evaluation information by the estimation unit 4 (step S5).
  • the output unit 6 outputs the evaluation information estimated by the estimation unit 4 and the explanatory information generated by the logic configuration unit 5 (step S6).
  • the acquisition unit 2 acquires a plurality of business information corresponding to a plurality of business partners on a one-to-one basis.
  • one business information corresponding to this business partner may include a plurality of information regarding a plurality of items such as the contract amount and the average age of the end user. That is, in the present embodiment, one or more pieces of information corresponding to one business destination are collectively referred to as (one) "business information".
  • the "business information" in the present embodiment is a set of information.
  • a plurality of business information is collected in the database 90.
  • the database 90 is provided in, for example, a server 9 which is an external configuration of the sales support system 1.
  • the acquisition unit 2 acquires a plurality of business information from the database 90 via a telecommunication line.
  • the acquisition unit 2 performs pre-processing on a plurality of business information.
  • the pre-processing includes, for example, for each care manager, a process of calculating the average value of parameters (for example, contract amount) relating to one or more end users in charge of the care manager.
  • the preprocessing is, for example, a process of calculating the average value or variance of parameters (for example, contract amount) for each order or for each predetermined period (for example, one month) for each care manager, or the relevant Includes processing to standardize (standardize) parameters.
  • Standardization standardization is to convert the value of the object to be standardized into "deviation ⁇ standard deviation". The deviation is represented by "target value-mean value”.
  • the preprocessing includes, for example, a process of dividing a plurality of evaluation information. Specifically, when the estimation unit 4 estimates the evaluation information of a certain month (hereinafter referred to as the target month), the acquisition unit 2 obtains the evaluation information of the month two months before the target month from each of the plurality of sales information. The information is divided as the information used by the estimation unit 4 (estimation data D2: see FIG. 2). Further, the acquisition unit 2 divides the information of the months up to four months before the target month from each of the plurality of business information as the learning data D1 (see FIG. 2) used in the estimation model generation unit 3.
  • the acquisition unit 2 since the plurality of business information in the database 90 does not yet include the information of the month one month before the target month, the acquisition unit 2 is the month two months before the target month. Get information about. However, when the database 90 includes the information of the month one month before the target month, the acquisition unit 2 may acquire the information of the month one month before the target month.
  • the pre-processing includes, for example, a process of interpolating omissions or omissions of a plurality of business information. If there are omissions or omissions in the numerical values as part of a plurality of business information, the omissions or omissions are compensated by, for example, the representative value or the average value of the numerical values.
  • the representative value is, for example, 0. More specifically, the above-mentioned average value is an average value in a plurality of business partners.
  • the omission or omission depends on the average value of the number of contracts of each of the plurality of business partners other than this business partner. It will be compensated.
  • the sales support system 1 may use information other than the missing or missing information among the information included in each sales information for processing in the estimation unit 4, the logic configuration unit 5, and the like.
  • the preprocessing includes, for example, a process of creating a dummy variable.
  • the dummy variable created in the preprocessing is used as a part of the business information.
  • the accuracy of estimation of the evaluation information by the estimation unit 4 can be improved by creating a dummy variable.
  • a dummy variable is created in which "1 when the average degree of care required exceeds 3 and 0 when the average degree of care required is 3 or less".
  • Each of the plurality of sales information includes individual information for each care manager and information on the business establishment to which the care manager belongs.
  • Table 1 shows a list of individual information for each care manager. However, these are examples of individual information for each care manager.
  • the individual information for each care manager is, for example, the store code of the sales office in charge of sales to the care manager, the office number for identifying the office to which the care manager belongs, and the identification for identifying the care manager. Includes number.
  • the individual information for each care manager includes the date when the business operator first started the contract with the care manager.
  • the individual information for each care manager includes information on whether or not one or more contracts by the care manager have been continued by the time when a plurality of sales information is aggregated.
  • the individual information for each care manager is for the period during which one or more contracts by the care manager have continued. Further includes information on length (months).
  • the individual information for each care manager further includes user information about the end user.
  • User information includes, for example, the number of contracts made by the care manager (including the number of contracts for each product), the number of contracts made by the care manager for each product, and the contract amount of one or more end users in charge of the care manager. Including total etc.
  • the user information includes, for example, the number of end users in charge of the care manager, the average age, the average degree of care required, and the number of types of products rented under the contract by the care manager (the care manager introduces the end user to the end user). The number of types of products) etc. are further included.
  • the user information further includes each end user's identification number, age (or age group), degree of care required, type of care product used by the end user, and the like in charge of the care manager.
  • the user information may include the average value of the support required of the end user in charge of the care manager.
  • the user information may include the degree of support required for each end user in charge of the care manager.
  • the user information may include the total insurance premiums of a plurality of end users in charge of the care manager.
  • the user information is associated with the care manager who is in charge of mediation between the sales person and the end user among the plurality of care managers.
  • user information about the first, second, and third end users is associated with a first care manager in charge of the first, second, and third end users.
  • User information about the fourth and fifth end users is associated with a second care manager in charge of the fourth and fifth end users.
  • Information about each of the plurality of establishments includes, for example, the number of multiple care managers belonging to the establishment and the total number of contracts by the plurality of care managers belonging to the establishment.
  • information about each of the establishments includes the total amount of contracts made by the care managers belonging to the establishment and the total number of end users in charge of the care managers belonging to the establishment.
  • a plurality of business information is aggregated for each predetermined period (for example, one month) and accumulated in the database 90. That is, the plurality of sales information includes information regarding contracts with a plurality of care managers in the past sales.
  • the user information includes information indicating the temporal transition of the contract by the care manager.
  • the user information includes an increase / decrease in the number of contracts made by the care manager from the previous month and an increase / decrease in the total contract amount of one or more end users in charge of the care manager from the previous month.
  • User information includes the number of months elapsed since the last month when the number of contracts by the care manager increased, the number of months elapsed since the last month when the number of contracts by the care manager decreased, and the number of contracts by the care manager is zero. It also includes information on the number of months since it became.
  • the user information further includes a minimum, maximum and average value for the duration of the contract by the care manager.
  • the user information is the total period of the contract by the care manager since the business operator (business operator) started sales to the care manager, and the business operator (business operator) started business to the care manager. Includes the total amount of contracts made by the care manager since then.
  • Sales information includes information on the usage status of products (nursing care products) in each of a plurality of care managers.
  • Information on the usage status of products in each of multiple care managers includes, for example, the number of contracts made by the care manager for each product, the length of time that one or more contracts by the care manager are continuous, and care. Includes the number of types of products rented under contract by the manager.
  • the estimation model generation unit 3 acquires an estimation model for estimating evaluation information regarding contracts between a business operator and a plurality of business partners from a plurality of sales units 2 acquired from the database 90. Generate based on information. More specifically, the estimation model generation unit 3 generates an estimation model by using at least a part of the plurality of business information as learning data. In the present embodiment, the estimation model generation unit 3 generates a plurality of estimation models. The estimation unit 4 estimates the evaluation information using a plurality of estimation models generated by the estimation model generation unit 3.
  • the estimation model generated by the estimation model generation unit 3 is, for example, a regression equation generated by regression analysis, a decision tree generated by decision tree analysis, or a trained neural network generated by learning by deep learning.
  • the plurality of business information used by the estimation model generation unit 3 to generate the estimation model may include sales information related to an unspecified business destination. That is, the business partner regarding the business information used here does not have to be distinguished from other business partners.
  • the estimation model generation unit 3 does not need to generate an estimation model every time the estimation unit 4 estimates the evaluation information.
  • the estimation model generation unit 3 may generate an estimation model (in advance) at a timing unrelated to the timing at which the estimation unit 4 estimates the evaluation information.
  • the business operator specifies the period by operating the operation unit 7. If a plurality of estimation models corresponding to the commanded period have not yet been generated by the estimation model generation unit 3, the estimation model generation unit 3 is based on a plurality of business information of the period before the specified period. , Generate multiple estimation models.
  • the estimation unit 4 estimates the evaluation information for the specified period using the generated estimation models.
  • the period can be specified in units of one month. That is, the sales support system 1 estimates the evaluation information of the designated month (target month) by the estimation unit 4.
  • the estimation unit 4 estimates the evaluation information using the plurality of estimation models already generated. You may. Alternatively, the estimation unit 4 may estimate the evaluation information using a plurality of estimation models newly generated by the estimation model generation unit 3.
  • Evaluation information includes information on the success or failure of contracts with business partners (end users).
  • Information on the success or failure of a contract with a business partner may include the probability that one or more contracts with a business partner (order contract) will be concluded (contract rate), or information on whether or not a contract with a business partner will be established. ..
  • the information on the success or failure of the contract with the business partner may include the information on the classification result of classifying each business partner according to the magnitude of the contract rate.
  • the evaluation information may include the contract amount (sales amount) with the business partner, the number of contracts, the type of contract (items of rental items, etc.), and the contract period.
  • the evaluation information may include the closing rate for each type of contract.
  • the evaluation information may include the probability that more than a predetermined number of order contracts will be concluded in the target month.
  • the evaluation information may include a value obtained by multiplying the contract rate by the contract amount or the number of contracts (expected value of the contract amount or the number of contracts).
  • the evaluation information may include information that takes into account at least one of the cost required for business and the required time. For example, the evaluation information may include a score that becomes a larger value as the contract amount is larger, and becomes a smaller value as the cost is larger and the required time is longer.
  • the estimation model generated by the estimation model generation unit 3 is an estimation model for estimating the contract rate as evaluation information.
  • the estimation model generation unit 3 When the estimation unit 4 estimates the evaluation information of a certain target month, the estimation model generation unit 3 generates a plurality of estimation models based on the information up to 4 months before the target month among the plurality of business information. Specifically, the estimation model generation unit 3 generates a plurality of estimation models (here, a decision tree) by using the information up to 4 months before the target month as learning data. The plurality of estimation models output a plurality of evaluation information of the target month by inputting information of a certain period (for example, a month two months before the target month) among the plurality of business information.
  • a certain period for example, a month two months before the target month
  • the information used as learning data for the estimation model generation unit 3 to generate each of the plurality of estimation models is, for example, randomly partially sampled from the sales information of all the business partners registered as customers by the business operator (for example, partial sampling ( This is the selected information.
  • the estimation model generation unit 3 uses information randomly partially sampled from a part of the sales information of all the sales destinations registered as customers by the sales person as learning data to perform a plurality of estimations. You may generate a model.
  • the estimation model generation unit 3 prepares learning data by performing random partial sampling on the data acquired by the acquisition unit 2, and uses the learning data to generate an estimation model.
  • Estimating unit 4 of the present embodiment estimates a plurality of evaluation information by a random forest method using a plurality of estimation models (decision trees) generated by the estimation model generation unit 3.
  • the estimation unit 4 estimates a plurality of evaluation information by using the plurality of sales information acquired by the acquisition unit 2 and the plurality of estimation models generated by the estimation model generation unit 3. More specifically, among the plurality of business information, the estimation unit 4 is input with the information of the month two months before the target month from the acquisition unit 2.
  • the estimation unit 4 inputs a plurality of business information input from the acquisition unit 2 into each of the plurality of estimation models.
  • Each of the plurality of estimation models outputs a plurality of evaluation information according to the plurality of input business information.
  • N estimation parameters corresponding to the business destinations are output.
  • the estimation parameter is a parameter indicating whether there is an order or not.
  • the estimation unit 4 outputs the appearance frequency of the estimation parameter that there is an order as a contract rate (evaluation information). In other words, the estimation unit 4 outputs the ratio of the estimated parameters that there is an order among the N estimated parameters as the contract rate.
  • 3A to 3D are schematic views of a decision tree as an estimation model generated by the estimation model generation unit 3.
  • Items i1 to i7 are items included in the business information and are referred to for classifying the business information by the decision tree. Examples of items i1 to i7 include the contract amount with the business partner (end user), the average age of the business partner (end user), the number of end users in charge of the care manager of the business partner, and the business partner (end user). It is the total amount of insurance premiums.
  • the sets A1 to A14 are indexes for classifying business information. In FIGS.
  • business information is classified according to whether or not each item i1 to i7 is included in the corresponding sets A1 to A14.
  • the white arrows in the figure indicate the flow of classification of business information. If the white arrow reaches "Yes" in each decision tree, it indicates that the decision tree classifies the business information as "Orders received”. When the white arrow reaches "None" in each decision tree, it indicates that the decision tree classifies the business information as "No order”.
  • the classification by referring to items i1 and i3 is included in the decision trees of FIGS. 3A and 3B, and the classification by referring to item i2 is included in the decision trees of FIGS. 3A, 3C and 3D.
  • the classification by referring to item i4 is included in the decision trees of FIGS. 3B and 3C, and the classification by referring to item i5 is included in the decision trees of FIGS. 3B, 3C and 3D.
  • a part of the sets A1 to A14 may overlap between the N decision trees.
  • the estimation unit 4 inputs sales information about one business destination into N (4) estimation models. As a result, the business information is classified as "ordered” in the decision tree of FIGS. 3A, 3B, and 3C, and the sales information is classified as "no order" in the decision tree of FIG. 3D. In other words, the estimated parameter output by the decision tree of FIGS. 3A, 3B, and 3C is "ordered", and the estimated parameter output by the decision tree of FIG. 3D is "no order”.
  • the estimation unit 4 outputs the appearance frequency (3/4) of the estimation parameter "ordered" as the contract rate (evaluation information).
  • the estimation unit 4 estimates a plurality of evaluation information corresponding to a plurality of business partners on a one-to-one basis based on the plurality of business information acquired by the acquisition unit 2.
  • FIG. 4 shows a more specific example of the decision tree generated by the estimation model generation unit 3.
  • "YES” is determined for the condition C1 that "the total contract amount of the contract by the care manager is larger than 1 million yen”.
  • the condition C2 that "the average age of the end user in charge of the care manager is larger than 70 years old” is determined as “YES”.
  • the condition C3 that "the number of end users in charge of the care manager is more than 10" is determined as "YES”.
  • the sales information is classified as "ordered”.
  • the classification process when the condition C1 is determined to be “NO” is omitted.
  • the logic configuration unit 5 generates a plurality of explanatory information based on the plurality of sales information acquired by the acquisition unit 2 and the evaluation information estimated by the estimation unit 4.
  • the explanatory information is information related to the explanation of the estimation logic of the evaluation information estimated by the estimation unit 4.
  • the explanatory information is information explaining why the contract rate (evaluation information) is estimated to be such a value. ..
  • the explanatory information is information that explains why the frequency of classifying sales information as "ordered" by a plurality of estimation models (decision trees) is high (or low).
  • the logic configuration unit 5 provides explanatory information corresponding to a plurality of business partners on a one-to-one basis based on a plurality of sales information acquired by the acquisition unit 2 and a plurality of evaluation information estimated by the estimation unit 4. Generate.
  • the sales information and the explanatory information corresponding to one of the plurality of business partners will be focused on.
  • the logic configuration unit 5 generates explanatory information by analyzing the N decision trees used by the estimation unit 4 for estimating the evaluation information as follows. That is, the logic component 5 tracks the classification logic in the N decision trees, and the frequency (referred to) when each of the plurality of items included in the sales information is classified into a specific classification (with orders). Hereinafter referred to as reference frequency).
  • the logic configuration unit 5 includes items having a relatively high reference frequency as elements constituting the explanatory information.
  • FIG. 3A items i1 and i2 are referred to until the business information is classified as “ordered”.
  • items i1, i4, and i5 are referred to before the business information is classified as “ordered”.
  • FIG. 3C items i2 and i5 are referred to until the business information is classified as “ordered”.
  • items i2 and i7 are referenced before the business information is classified as "no order”. Since the number of decision trees classified as having orders is 3 (FIGS. 3A to 3C), the denominator of the frequency (reference frequency) referred to when classified as having orders is 3.
  • the number of times referred by the three decision trees of FIGS. 3A to 3C is the numerator of the reference frequency.
  • the reference frequency of each of the items i1, i2, and i5 is 2/3, and the reference frequency of the other items is 1/3 or less.
  • the logic configuration unit 5 identifies, for example, the items having the first to third highest reference frequencies, that is, the items i1, i2, and i5.
  • the logic component 5 includes the specified items i1, i2, and i5 as elements constituting the explanatory information.
  • the items i1, i2, and i5 are the contract amount with the business partner (end user), the average age of the business partner (end user), and the number of end users in charge of the care manager of the business partner, respectively. ..
  • the logic component 5 determines that the larger the numerical value of these items, the higher the probability that each decision tree classifies the business information as "ordered".
  • the logic component 5 generates, as an example, the sentence "the contract amount is large, the average age is high, and the number of people in charge is large" as the information included in the explanatory information.
  • the algorithm for generating the text is stored in the memory of the computer system 10.
  • the logic component 5 tracks the classification logic in the N decision trees for the remaining sales information, identifies the items with a relatively high reference frequency, and sets the specified items as the elements constituting the explanatory information. include. That is, the logic configuration unit 5 individually generates explanatory information about the estimation logic of the evaluation information for the plurality of business partners.
  • the logic configuration unit 5 compares the reference frequencies among the plurality of sales information for the items having a relatively high reference frequency in each of the plurality of sales information. As a result, the logic configuration unit 5 compares a plurality of business partners and outputs the result. In other words, the logic component 5 compares a plurality of business partners by comparing the business information of each of the plurality of business partners.
  • the plurality of explanatory information generated by the logic configuration unit 5 includes comparison information regarding the comparison result of the plurality of sales information.
  • the logic component 5 compares two or more business partners out of a plurality of business partners. Two or more business partners to be compared are arbitrarily determined by the operation of the business operator with respect to the operation unit 7. Two or more business partners have a one-to-one correspondence with two or more business information out of a plurality of business information. At least a part of the plurality of explanatory information generated by the logic component 5 includes comparative information regarding the comparison result of two or more business information.
  • the first business partner and the second business partner are designated as comparison targets.
  • the items i1, i2, i5 and i6 are specified as items having a relatively high reference frequency.
  • the items i1, i2, i3 and i5 are specified as items having a relatively high reference frequency.
  • the logic configuration unit 5 compares the reference frequencies of items common to the first business partner and the second business partner. That is, the logic configuration unit 5 obtains the difference between the reference frequency in the first business partner and the reference frequency in the second business partner for each of the items i1, i2, and i5. Further, the logic component 5 includes the item having the largest difference in the elements constituting the comparison information.
  • the items i1, i2, and i5 are the contract amount with the business partner (end user), the average age of the business partner (end user), and the number of end users in charge of the care manager of the business partner, respectively. .. Further, as a result of comparing the first business partner and the second business partner by the logic component 5, it is assumed that the difference in the reference frequency of the item i1 (contract amount with the business partner) is the largest. Further, it is assumed that the evaluation information (contract rate) of the first business partner and the evaluation information (contract rate) of the second business partner are different.
  • the logic configuration unit 5 includes the item i1 as an element constituting the comparison information.
  • the logic component 5 generates a sentence that "the first business partner contributes more to the contract amount in making a contract than the second business partner" as information included in the comparison information. .. Further, as an example, the logic configuration unit 5 generates a sentence that "the second business partner has a smaller contribution of the contract amount in making a contract than the first business partner" as information included in the comparison information.
  • the algorithm for generating the text is stored in the memory of the computer system 10.
  • the operation unit 7 has, for example, a touch panel display.
  • the operation unit 7 accepts operations by the user.
  • the operation unit 7 accepts an operation for designating a period (target month) as described above.
  • the operation unit 7 accepts an operation of determining two or more business partners to be compared among a plurality of business partners.
  • the input receiving unit 12 receives the input of the signal from the operation unit 7 that is output in response to the operation to the operation unit 7. That is, the input receiving unit 12 receives the input for determining two or more business partners to be compared among the plurality of business partners.
  • the logic component 5 generates comparison information.
  • the comparison information is information regarding a comparison result of a plurality of business information having a one-to-one correspondence with two or more business partners determined by inputting to the input reception unit 12. For example, when the above-mentioned first business destination and the second business destination are determined as comparison targets by the operation to the operation unit 7, the logic configuration unit 5 obtains the business information regarding the first business destination and Generate comparison information regarding the comparison result with the sales information regarding the second business partner.
  • the presentation unit 8 has, for example, at least one of a touch panel display and a speaker.
  • the touch panel display included in the presentation unit 8 and the touch panel display included in the operation unit 7 may be used in combination.
  • the presentation unit 8 presents the evaluation information and the explanatory information output from the output unit 6.
  • the presentation unit 8 may present (display) the evaluation information and the explanatory information by an image or by voice. In the present embodiment, the presentation unit 8 presents the evaluation information and the explanatory information at least by images.
  • Output unit 6 outputs the evaluation information estimated by the estimation unit 4 and the explanatory information generated by the logic configuration unit 5.
  • the output unit 6 outputs (stores), for example, evaluation information and explanatory information to the memory of the computer system 10. Further, the output unit 6 also outputs the evaluation information and the explanatory information to the presentation unit 8.
  • the output unit 6 outputs a plurality of evaluation information estimated by the estimation unit 4 and a plurality of explanatory information generated by the logic configuration unit 5 in a list format.
  • the process of processing the plurality of evaluation information and the plurality of explanatory information into a list format is executed by, for example, the logic configuration unit 5.
  • the list-format information including the plurality of evaluation information and the plurality of explanatory information output from the output unit 6 is displayed in the presentation unit 8.
  • Table 2 is an example of the display mode of the list format information including the plurality of evaluation information and the plurality of explanatory information in the presentation unit 8.
  • the names of the care managers corresponding to the business partners are described as care manager A and care manager B (corresponding to the above-mentioned first business partner and second business partner), but the actual care manager The name may be displayed, or the customer code assigned to the care manager may be displayed.
  • the list in Table 2 includes a plurality of evaluation information (contract rate) and a plurality of explanatory information (individual explanatory information of care managers A and B, and comparative information of care managers A and B).
  • the output unit 6 outputs a plurality of evaluation information estimated by the estimation unit 4 and a plurality of explanatory information generated by the logic configuration unit 5 in association with the position information of the plurality of business partners.
  • a specific example of the location information of a plurality of business offices is the address of the business office to which each business office (care manager) belongs.
  • the location information of each of the plurality of business destinations is stored in advance in the memory of the computer system 10.
  • the process of associating the plurality of evaluation information and the plurality of explanatory information with the location information of the plurality of business partners is executed by, for example, the logic configuration unit 5.
  • FIG. 5 is an example of a display mode in the presentation unit 8 of information including a plurality of evaluation information and a plurality of explanatory information.
  • the presentation unit 8 is provided in the mobile terminal 11 and is illustrated as a touch panel display that also serves as an operation unit 7.
  • a map of the vicinity of the business establishment to which each business destination (care manager) belongs is displayed.
  • the plurality of evaluation information and the plurality of explanatory information are displayed in the balloons 31 and 32.
  • the positions pointed out by the balloons 31 and 32 correspond to the addresses (location information) of the business establishments to which each business destination (care manager) belongs.
  • FIG. 5 is an example of a display mode in the presentation unit 8 of information including a plurality of evaluation information and a plurality of explanatory information.
  • the presentation unit 8 is provided in the mobile terminal 11 and is illustrated as a touch panel display that also serves as an operation unit 7.
  • a map of the vicinity of the business establishment to which each business destination (care manager) belongs is displayed.
  • the names of the care managers corresponding to the business destinations are described as care manager A and care manager B, but the actual name of the care manager may be displayed, or the customer assigned to the care manager.
  • the code may be displayed.
  • an image for distinguishing the care manager is displayed in the balloons 31 and 32, but this image may not be displayed.
  • the business operator can judge whether or not the evaluation information is reliable information by using the explanatory information as a judgment material.
  • the evaluation information can be trusted by the business operator as compared with the case where only the evaluation information is output from the output unit 6. Therefore, it is expected that the frequency with which the business operator uses the sales support system 1 can be improved, so that the sales efficiency can be improved.
  • the sales person can deepen the understanding of the estimation logic of the evaluation information by referring to the explanatory information, it is possible to improve the know-how (know-how related to the improvement of sales efficiency) possessed by the sales person himself / herself. ..
  • the same function as the sales support system 1 may be realized by a sales support method, a (computer) program, a non-temporary recording medium on which the program is recorded, or the like.
  • the sales support method includes acquisition processing, estimation processing, logic configuration processing, and output processing.
  • acquisition process sales information related to a specific business destination is acquired.
  • estimation process evaluation information regarding a contract with a specific business partner is estimated based on the sales information acquired in the acquisition process.
  • logic configuration process explanatory information is generated based on the sales information acquired in the acquisition process and the evaluation information estimated in the estimation process.
  • the explanatory information is information related to the explanation of the estimation logic of the evaluation information estimated by the estimation process.
  • the output process the evaluation information estimated by the estimation process and the explanatory information generated by the logic configuration process are output.
  • the sales support method includes logic configuration processing and output processing.
  • explanatory information is generated based on sales information and evaluation information.
  • Business information relates to a specific business destination.
  • the evaluation information relates to a contract with a specific business partner.
  • Evaluation information is estimated based on sales information.
  • the explanatory information is information relating to the explanation of the estimation logic of the evaluation information.
  • the output process the explanatory information generated in the logic configuration process is output.
  • the program according to one aspect is a program for causing one or more processors to execute any of the above sales support methods.
  • the sales support system 1 in the present disclosure includes a computer system.
  • the main configuration of a computer system is a processor and memory as hardware.
  • the processor executes the program recorded in the memory of the computer system, the function as the sales support system 1 in the present disclosure is realized.
  • the program may be pre-recorded in the memory of the computer system, may be provided through a telecommunications line, and may be recorded on a non-temporary recording medium such as a memory card, optical disk, hard disk drive, etc. that can be read by the computer system. May be provided.
  • a processor in a computer system is composed of one or more electronic circuits including a semiconductor integrated circuit (IC) or a large scale integrated circuit (LSI).
  • IC semiconductor integrated circuit
  • LSI large scale integrated circuit
  • the integrated circuit such as an IC or LSI referred to here has a different name depending on the degree of integration, and includes an integrated circuit called a system LSI, VLSI (Very Large Scale Integration), or ULSI (Ultra Large Scale Integration).
  • an FPGA Field-Programmable Gate Array
  • a plurality of electronic circuits may be integrated on one chip, or may be distributed on a plurality of chips.
  • the plurality of chips may be integrated in one device, or may be distributed in a plurality of devices.
  • the computer system referred to here includes a microcontroller having one or more processors and one or more memories. Therefore, the microcontroller is also composed of one or more electronic circuits including a semiconductor integrated circuit or a large-scale integrated circuit.
  • the sales support system 1 it is not an essential configuration for the sales support system 1 that a plurality of functions in the sales support system 1 are integrated in one housing, and the components of the sales support system 1 are dispersed in a plurality of housings. It may be provided.
  • the logic configuration unit 5, the estimation model generation unit 3, and the estimation unit 4 may be provided in a distributed manner.
  • at least a part of the functions of the sales support system 1, for example, at least a part of the functions of the estimation model generation unit 3, the estimation unit 4, the logic configuration unit 5, and the input reception unit 12 are realized by the cloud (cloud computing) or the like. May be done.
  • the sales support system 1 may be integrally configured with a navigation system (car navigation system, etc.). That is, a plurality of evaluation information and a plurality of explanatory information may be displayed on the route guidance screen of the navigation system. Further, the navigation system may perform a route search to each business destination in conjunction with the sales support system 1 outputting a plurality of evaluation information and a plurality of explanatory information.
  • a navigation system car navigation system, etc.
  • the sales support system 1 has a function of outputting evaluation information and explanatory information based on sales information about individual business partners, and also aggregates sales information about a plurality of business partners, and evaluates information and evaluation information based on the aggregated sales information. It may have a function to output explanatory information. For example, when a plurality of care managers belong to a common business establishment, the sales support system 1 aggregates sales information about a group including these plurality of care managers, and evaluates information based on the aggregated sales information. And explanatory information may be output. Alternatively, when a plurality of care managers are in charge of a common end user, the sales support system 1 aggregates sales information about a group including these multiple care managers and evaluates based on the aggregated sales information. Information and explanatory information may be output.
  • the estimation unit 4 may estimate the evaluation information corresponding to the group including two or more business destinations based on the plurality of business information acquired by the acquisition unit 2.
  • the logic configuration unit 5 may generate explanatory information corresponding to the group based on the plurality of sales information acquired by the acquisition unit 2 and the evaluation information estimated by the estimation unit 4.
  • Each of the plurality of business partners is not limited to a set of one care manager and one or more end users in charge of this care manager.
  • Each of the plurality of business partners may be a set of a plurality of care managers and one or a plurality of end users in charge of the plurality of care managers.
  • each of the plurality of business partners may be one person or one business establishment.
  • each of the plurality of business partners may be a set of a plurality of business establishments.
  • each of the plurality of business partners may be a set of one or a plurality of people and one or a plurality of business establishments.
  • the "specific business partner” means a business partner to which at least one person or at least one business establishment belongs to the business partner.
  • the logic configuration unit 5 may have a function of determining two or more business partners to be compared among a plurality of business partners based on a predetermined logic. Further, the logic configuration unit 5 may further have a function of generating comparison information regarding a comparison result of two or more business information having a one-to-one correspondence with the determined two or more business partners. As the process for generating the comparison information, the same process as in the case where the comparison target is determined by the operation on the operation unit 7 in the embodiment can be adopted.
  • the logic for determining two or more business partners to be compared is, for example, to determine a plurality of business partners that meet a predetermined condition as comparison targets.
  • the predetermined condition includes, for example, a condition that the address exists in the predetermined area corresponding to the location information input to the sales support system 1. Further, the predetermined condition includes, for example, a condition that the contract closing rate estimated by the estimation unit 4 is equal to or higher than the predetermined value. In this embodiment, the operation unit 7 does not need to determine the comparison target.
  • the logic component 5 of the embodiment generates explanatory information by obtaining the frequency (reference frequency) referred to when being classified into a specific classification (with orders) among a plurality of items included in the sales information. To do.
  • the logic configuration unit 5 may generate explanatory information by obtaining the correlation coefficient between the parameter corresponding to the evaluation information (for example, the contract rate) and the parameter corresponding to each item.
  • the parameters corresponding to each item are, for example, the contract amount with the business partner (end user), the average age of the business partner (end user), the number of end users in charge of the care manager of the business partner, and the like.
  • the logic configuration unit 5 obtains, for example, a correlation coefficient between the contract rate of each of the plurality of business partners and a plurality of parameters included in the business information regarding each of the plurality of business partners.
  • the logic component 5 compares the first business partner and the second business partner, the difference between the parameter related to the first business partner and the parameter related to the second business partner is calculated for each parameter. Will be done.
  • the logic component 5 provides explanatory information (first business partner and first) for parameters (hereinafter referred to as cause parameters) in which the difference is relatively large and the absolute value of the correlation coefficient with the contract rate is relatively large. Included in the constituent elements (comparison information with 2 business partners).
  • the logic component 5 includes, for example, a wording indicating that the contract rate is different due to the difference in the cause parameter between the first business partner and the second business partner in the explanatory information. Generate as information.
  • the information used as learning data for the estimation model generation unit 3 to generate a plurality of estimation models is not limited to a plurality of sales information regarding a plurality of business destinations of the business operator, and includes information other than the plurality of business information. You may.
  • An example of a plurality of information other than the business information is information on the contract record of the business operator with a business partner other than the current business partner, and information on the contract record by a business operator other than the business operator.
  • Another example of information other than multiple business information is the number of elderly households whose annual income is equal to or greater than the specified amount in the area where the business is located, the number of peers in the area, the number of hospitals, the number of long-term care establishments, etc. is there.
  • the sales support system (1) includes an acquisition unit (2), an estimation unit (4), a logic configuration unit (5), and an output unit (6).
  • the acquisition department (2) acquires sales information related to a specific business destination.
  • the estimation unit (4) estimates the evaluation information regarding the contract with a specific business partner based on the sales information acquired by the acquisition unit (2).
  • the logic configuration unit (5) generates explanatory information based on the sales information acquired by the acquisition unit (2) and the evaluation information estimated by the estimation unit (4).
  • the explanatory information is information related to the explanation of the estimation logic of the evaluation information estimated by the estimation unit (4).
  • the output unit (6) outputs the evaluation information estimated by the estimation unit (4) and the explanatory information generated by the logic configuration unit (5).
  • the output unit (6) outputs not only the evaluation information regarding the contract with the specific business partner but also the explanatory information regarding the explanation about the estimation logic of the evaluation information, so that the evaluation information is the user. You can increase the chances of gaining trust from.
  • the evaluation information includes information regarding the success or failure of the contract with a specific business partner.
  • the sales person or the like can judge the success or failure of the contract by referring to the evaluation information and the explanatory information.
  • the acquisition unit (2) acquires a plurality of sales information corresponding to one-to-one with a plurality of specific business partners. ..
  • the estimation unit (4) estimates a plurality of evaluation information having a one-to-one correspondence with a plurality of specific business partners based on the plurality of business information acquired by the acquisition unit (2).
  • the logic configuration unit (5) has a one-to-one correspondence with a plurality of specific business partners based on a plurality of sales information acquired by the acquisition unit (2) and a plurality of evaluation information estimated by the estimation unit (4). Generate multiple explanatory information.
  • evaluation information and explanatory information of each of a plurality of specific business partners can be obtained.
  • At least a part of the plurality of explanatory information is one-to-one with two or more specific business partners among the plurality of sales information. Includes comparative information about the comparison results of two or more corresponding sales information.
  • a sales person or the like can compare two or more specific business partners with reference to the comparison information.
  • the sales support system (1) further includes an input receiving unit (12) in the fourth aspect.
  • the input receiving unit (12) receives an input for determining two or more specific business partners to be compared among a plurality of specific business partners.
  • the convenience of the sales support system (1) is improved because two or more specific business destinations to be compared can be determined by inputting to the input reception unit (12).
  • the logic component unit (5) identifies two or more of a plurality of specific business partners to be compared. It has a function to determine the business destination of the company based on a predetermined logic.
  • the estimation unit (4) is based on a plurality of sales information acquired by the acquisition unit (2).
  • the evaluation information corresponds to a group including two or more specific business partners among a plurality of specific business partners.
  • the logic configuration unit (5) generates explanatory information corresponding to the group based on the plurality of sales information acquired by the acquisition unit (2) and the evaluation information estimated by the estimation unit (4).
  • evaluation information and explanatory information for each group can be obtained.
  • the output unit (6) has a plurality of evaluation information estimated by the estimation unit (4) and a plurality of evaluation information.
  • a plurality of explanatory information generated by the logic configuration unit (5) is output in a list format.
  • the output unit (6) has the evaluation information and the logic configuration estimated by the estimation unit (4).
  • the explanatory information generated in the part (5) is output in association with the location information of a specific business destination.
  • the sales support system (1) further includes a presentation unit (8) in any one of the first to ninth aspects.
  • the presentation unit (8) presents the evaluation information and the explanatory information output from the output unit (6).
  • a sales support system (1) integrally provided with a presentation unit (8) that presents evaluation information and explanatory information.
  • Configurations other than the first aspect are not essential configurations for the sales support system (1) and can be omitted as appropriate.
  • the sales support method includes acquisition processing, estimation processing, logic configuration processing, and output processing.
  • acquisition process sales information related to a specific business destination is acquired.
  • estimation process evaluation information regarding a contract with a specific business partner is estimated based on the sales information acquired in the acquisition process.
  • logic configuration process explanatory information is generated based on the sales information acquired in the acquisition process and the evaluation information estimated in the estimation process.
  • the explanatory information is information related to the explanation of the estimation logic of the evaluation information estimated by the estimation process.
  • the output process the evaluation information estimated by the estimation process and the explanatory information generated by the logic configuration process are output.
  • the sales support method includes logic configuration processing and output processing.
  • explanatory information is generated based on sales information and evaluation information.
  • Business information relates to a specific business destination.
  • the evaluation information relates to a contract with a specific business partner.
  • Evaluation information is estimated based on sales information.
  • the explanatory information is information relating to the explanation of the estimation logic of the evaluation information.
  • the output process the explanatory information generated in the logic configuration process is output.
  • explanatory information regarding the explanation of the estimation logic of the evaluation information regarding the contract with a specific business partner is output, so that the possibility that the evaluation information can be trusted by the user is increased. Can be done.
  • the program according to the thirteenth aspect is a program for causing one or more processors to execute the sales support method according to the eleventh or twelfth aspect.

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Abstract

The objective of the present disclosure is to increase the possibility that evaluation information pertaining to a contract with a specific business destination can be trusted by a user. A business assistance system (1) is equipped with an acquisition unit (2), an estimation unit (4), a logic configuration unit (5), and an output unit (6). The acquisition unit (2) acquires business information pertaining to a specific business destination. The estimation unit (4) estimates evaluation information pertaining to a contract with the specific business destination on the basis of the business information acquired by the acquisition unit (2). The logic configuration unit (5) generates explanatory information on the basis of the business information acquired by the acquisition unit (2) and the evaluation information estimated by the estimation unit (4). The explanatory information is information pertaining to an explanation regarding the estimation logic for the evaluation information estimated by the estimation unit (4). The output unit (6) outputs the evaluation information estimated by the estimation unit (4) and the explanatory information generated by the logic configuration unit (5).

Description

営業支援システム、営業支援方法及びプログラムSales support system, sales support method and program
 本開示は一般に営業支援システム、営業支援方法及びプログラムに関し、より詳細には、特定の営業先との契約に関する評価情報を推定する営業支援システム、営業支援方法及びプログラムに関する。 This disclosure generally relates to sales support systems, sales support methods and programs, and more specifically to sales support systems, sales support methods and programs that estimate evaluation information regarding contracts with specific business partners.
 特許文献1に記載の営業活動支援方法は、営業担当者別の担当施設のターゲットランク情報、訪問予定回数、営業担当者別の活動予定、活動実績の情報、営業担当者別に設定した優先順位情報を参照し、都度営業活動推奨ルートを計算し、タブレット端末上に表示することを特徴とする。 The sales activity support method described in Patent Document 1 includes target rank information of the facility in charge for each sales person, the number of scheduled visits, activity schedule for each sales person, information on activity results, and priority information set for each sales person. The feature is that the recommended route for sales activities is calculated each time and displayed on the tablet terminal.
 このように、特許文献1記載の営業活動支援方法は、営業活動に利用される情報(ここでは、営業活動推奨ルート)を営業担当者等の利用者に提示する。しかしながら、特許文献1記載の営業活動支援方法では、利用者は、提示される情報を信頼してよいか否かを判断することが困難であった。そのため、利用者は、提示される情報を信頼できず積極的に利用できない可能性があった。また、特許文献1記載の営業活動支援方法と同様の手段を用いて、特定の営業先との契約(受注契約等)に関する評価情報を利用者に提示する仮想事例でも同様に、利用者は、提示される情報を信頼できず積極的に利用できない可能性がある。 In this way, the sales activity support method described in Patent Document 1 presents information used for sales activities (here, a recommended route for sales activities) to users such as sales staff. However, in the business activity support method described in Patent Document 1, it is difficult for the user to determine whether or not the presented information can be trusted. Therefore, there is a possibility that the user cannot trust the presented information and cannot actively use it. Further, in the virtual case where the evaluation information regarding the contract (order contract, etc.) with a specific business partner is presented to the user by using the same means as the sales activity support method described in Patent Document 1, the user also The information presented may not be reliable and may not be actively available.
特開2014-096079号公報Japanese Unexamined Patent Publication No. 2014-096079
 本開示は、特定の営業先との契約に関する評価情報が利用者から信頼を得られる可能性を高めることができる営業支援システム、営業支援方法及びプログラムを提供することを目的とする。 The purpose of this disclosure is to provide a sales support system, sales support method and program that can increase the possibility that evaluation information regarding a contract with a specific business partner can be trusted by users.
 本開示の一態様に係る営業支援システムは、取得部と、推定部と、ロジック構成部と、出力部と、を備える。前記取得部は、特定の営業先に関する営業情報を取得する。前記推定部は、前記取得部が取得した前記営業情報に基づいて、前記特定の営業先との契約に関する評価情報を推定する。前記ロジック構成部は、前記取得部が取得した前記営業情報及び前記推定部で推定された前記評価情報に基づいて、説明情報を生成する。前記説明情報は、前記推定部で推定された前記評価情報の推定ロジックについての説明に関する情報である。前記出力部は、前記推定部で推定された前記評価情報及び前記ロジック構成部で生成された前記説明情報を出力する。 The sales support system according to one aspect of the present disclosure includes an acquisition unit, an estimation unit, a logic configuration unit, and an output unit. The acquisition unit acquires business information regarding a specific business destination. The estimation unit estimates evaluation information regarding a contract with the specific business partner based on the business information acquired by the acquisition unit. The logic component unit generates explanatory information based on the business information acquired by the acquisition unit and the evaluation information estimated by the estimation unit. The explanatory information is information relating to the explanation of the estimation logic of the evaluation information estimated by the estimation unit. The output unit outputs the evaluation information estimated by the estimation unit and the explanatory information generated by the logic configuration unit.
 本開示の一態様に係る営業支援方法は、取得処理と、推定処理と、ロジック構成処理と、出力処理と、を備える。前記取得処理では、特定の営業先に関する営業情報を取得する。前記推定処理では、前記取得処理で取得した前記営業情報に基づいて、前記特定の営業先との契約に関する評価情報を推定する。前記ロジック構成処理では、前記取得処理で取得した前記営業情報及び前記推定処理で推定された前記評価情報に基づいて、説明情報を生成する。前記説明情報は、前記推定処理で推定された前記評価情報の推定ロジックについての説明に関する情報である。前記出力処理では、前記推定処理で推定された前記評価情報及び前記ロジック構成処理で生成された前記説明情報を出力する。 The sales support method according to one aspect of the present disclosure includes acquisition processing, estimation processing, logic configuration processing, and output processing. In the acquisition process, business information regarding a specific business destination is acquired. In the estimation process, evaluation information regarding a contract with the specific business partner is estimated based on the business information acquired in the acquisition process. In the logic configuration process, explanatory information is generated based on the business information acquired in the acquisition process and the evaluation information estimated in the estimation process. The explanatory information is information relating to the explanation of the estimation logic of the evaluation information estimated by the estimation process. In the output process, the evaluation information estimated by the estimation process and the explanatory information generated by the logic configuration process are output.
 本開示の別の一態様に係る営業支援方法は、ロジック構成処理と、出力処理と、を備える。前記ロジック構成処理では、説明情報を営業情報及び評価情報に基づいて生成する。前記営業情報は、特定の営業先に関する。前記評価情報は、前記特定の営業先との契約に関する。前記評価情報は、前記営業情報に基づいて推定される。前記説明情報は、評価情報の推定ロジックについての説明に関する情報である。前記出力処理では、前記ロジック構成処理で生成された前記説明情報を出力する。 The sales support method according to another aspect of the present disclosure includes logic configuration processing and output processing. In the logic configuration process, explanatory information is generated based on sales information and evaluation information. The business information relates to a specific business destination. The evaluation information relates to a contract with the specific business partner. The evaluation information is estimated based on the business information. The explanatory information is information relating to the explanation of the estimation logic of the evaluation information. In the output process, the explanatory information generated in the logic configuration process is output.
 本開示の一態様に係るプログラムは、上記のいずれかの態様に係る営業支援方法を、1以上のプロセッサに実行させるためのプログラムである。 The program according to one aspect of the present disclosure is a program for causing one or more processors to execute the sales support method according to any one of the above aspects.
図1は、一実施形態に係る営業支援システムのブロック図である。FIG. 1 is a block diagram of a sales support system according to an embodiment. 図2は、同上の営業支援システムの動作例の概略を示すシーケンス図である。FIG. 2 is a sequence diagram showing an outline of an operation example of the sales support system described above. 図3A~図3Dは、同上の営業支援システムで生成される推定モデルとしての決定木を示す図である。3A to 3D are diagrams showing a decision tree as an estimation model generated by the sales support system of the same. 図4は、同上の営業支援システムで生成される推定モデルとしての決定木を示す図である。FIG. 4 is a diagram showing a decision tree as an estimation model generated by the same sales support system. 図5は、同上の営業支援システムの提示部における表示態様の一例を示す図である。FIG. 5 is a diagram showing an example of a display mode in the presentation unit of the sales support system described above.
 以下、実施形態に係る営業支援システム1について、図面を用いて説明する。ただし、下記の実施形態は、本開示の様々な実施形態の1つに過ぎない。下記の実施形態は、本開示の目的を達成できれば、設計等に応じて種々の変更が可能である。 Hereinafter, the sales support system 1 according to the embodiment will be described with reference to the drawings. However, the following embodiments are only one of the various embodiments of the present disclosure. The following embodiments can be variously modified according to the design and the like as long as the object of the present disclosure can be achieved.
 (1)概要
 本実施形態の営業支援システム1は、図1に示すように、取得部2と、推定部4と、ロジック構成部5と、出力部6と、を備えている。
(1) Outline As shown in FIG. 1, the sales support system 1 of the present embodiment includes an acquisition unit 2, an estimation unit 4, a logic configuration unit 5, and an output unit 6.
 取得部2は、特定の営業先に関する営業情報を取得する。推定部4は、取得部2が取得した営業情報に基づいて、特定の営業先との契約(例えば、売買契約又はレンタル契約)に関する評価情報(例えば、成約率を含む)を推定する。ロジック構成部5は、取得部2が取得した営業情報及び推定部4で推定された評価情報に基づいて、説明情報を生成する。説明情報は、推定部4で推定された評価情報の推定ロジックについての説明に関する情報である。出力部6は、推定部4で推定された評価情報及びロジック構成部5で生成された説明情報を出力する。 Acquisition department 2 acquires sales information related to a specific business partner. The estimation unit 4 estimates evaluation information (including, for example, a contract rate) regarding a contract (for example, a sales contract or a rental contract) with a specific business partner based on the business information acquired by the acquisition unit 2. The logic configuration unit 5 generates explanatory information based on the sales information acquired by the acquisition unit 2 and the evaluation information estimated by the estimation unit 4. The explanatory information is information related to the explanation of the estimation logic of the evaluation information estimated by the estimation unit 4. The output unit 6 outputs the evaluation information estimated by the estimation unit 4 and the explanatory information generated by the logic configuration unit 5.
 営業先は、例えば、事業所又は個人等を含む。本開示でいう「特定の営業先」とは、個々の事業所又は個人が特定されている営業先を意味する。すなわち、営業支援システム1は、不特定の営業先(例えば、市場全体)に関する評価情報及び説明情報を出力するのではなく、特定の営業先に関する営業情報を入力として、この特定の営業先に関する評価情報及び説明情報を出力する。特定の営業先の事業所名又は個人名が特定されている必要はなく、特定の営業先が、他の事業所又は他の個人と区別されていればよい。例えば、個々の事業所又は個人に割り当てられた顧客コードにより、特定の営業先が他の事業所又は他の個人と区別されていてもよい。 Business destinations include, for example, business establishments or individuals. The term "specific business partner" as used in the present disclosure means a business establishment or a business partner to which an individual is specified. That is, the sales support system 1 does not output the evaluation information and the explanatory information about the unspecified business destination (for example, the entire market), but inputs the sales information about the specific business destination and evaluates the specific business destination. Output information and explanatory information. It is not necessary for the business establishment name or individual name of a specific business destination to be specified, and it is sufficient that the specific business destination is distinguished from other business establishments or other individuals. For example, a customer code assigned to an individual establishment or individual may distinguish a particular business from another establishment or individual.
 以下の説明において、単に「営業先」と称する場合は、「特定の営業先」を意味する。 In the following explanation, the term "business partner" simply means "specific business partner".
 本実施形態の営業支援システム1によれば、出力部6は、営業先との契約に関する評価情報だけではなく、評価情報の推定ロジックについての説明に関する説明情報をも出力する。営業支援システム1を利用する営業担当者等(利用者)は、評価情報がどのような推定ロジックにより推定されたかを、説明情報から知ることができる。そして、営業担当者等は、評価情報が信頼できる情報か否かを、説明情報を判断材料として用いて判断することができる。これにより、出力部6から評価情報だけが出力される場合と比較して、評価情報が営業担当者等から信頼を得られる可能性を高めることができる。 According to the sales support system 1 of the present embodiment, the output unit 6 outputs not only the evaluation information regarding the contract with the business partner but also the explanatory information regarding the explanation about the estimation logic of the evaluation information. A sales person or the like (user) who uses the sales support system 1 can know from the explanatory information what kind of estimation logic the evaluation information is estimated by. Then, the sales person or the like can judge whether or not the evaluation information is reliable information by using the explanatory information as a judgment material. As a result, it is possible to increase the possibility that the evaluation information can be trusted by the sales staff or the like, as compared with the case where only the evaluation information is output from the output unit 6.
 (2)営業支援システム
 以下、営業支援システム1について、更に詳細に説明する。
(2) Sales support system The sales support system 1 will be described in more detail below.
 営業支援システム1は、例えば、事業所(私企業、公共企業又は官公庁等)により用いられ、当該事業所の営業活動を支援する。営業支援システム1は、例えば、企業に属する経営者、代表者、管理職者(店長等)、営業担当者又は事務担当者により用いられる。営業支援システム1を用いる者は、営業支援システム1により出力される評価情報及び説明情報を参照して、複数の営業先のうちいずれの営業先に対して営業活動を行うことが望ましいかを判断することができる。また、営業支援システム1を用いる者は、営業支援システム1により出力される評価情報及び説明情報を参照して、個々の営業先に対して営業活動を行うことの有用性を判断することができる。ここでは、営業支援システム1を営業担当者が用いる場合を例に説明する。 The sales support system 1 is used by, for example, a business establishment (private company, public company, government office, etc.) to support the business activities of the business establishment. The sales support system 1 is used, for example, by a manager, a representative, a manager (store manager, etc.), a sales person, or a clerical person who belongs to a company. A person who uses the sales support system 1 refers to the evaluation information and the explanatory information output by the sales support system 1 to determine which of the plurality of business partners it is desirable to carry out sales activities. can do. In addition, the person who uses the sales support system 1 can judge the usefulness of conducting sales activities for each business partner by referring to the evaluation information and the explanatory information output by the sales support system 1. .. Here, a case where the sales person in charge uses the sales support system 1 will be described as an example.
 営業支援システム1を用いる営業担当者は、複数の営業先へ商材を紹介する。複数の営業先の各々は、例えば、事業所(私企業、公共企業又は官公庁等)であってもよいし、事業所に属する人(経営者、代表者、従業員又は職員等)であってもよいし、個人事業主であってもよいし、商材のエンドユーザであってもよい。 The sales person who uses the sales support system 1 introduces the product to multiple business partners. Each of the plurality of business partners may be, for example, a business establishment (private company, public company, government office, etc.) or a person belonging to the business establishment (manager, representative, employee, employee, etc.). It may be a sole proprietor, an end user of a product, or an end user of a product.
 営業担当者が取り扱う商材の種類は任意である。商材は、レンタル商材であってもよいし、対価と引き換えに引き渡される商材であってもよい。また、商材は、サービス等の無形商材であってもよい。 The type of product handled by the sales staff is arbitrary. The product may be a rental product or a product delivered in exchange for consideration. Further, the product may be an intangible product such as a service.
 本実施形態では、商材がレンタル商材である場合を例に説明する。より詳細には、商材は、レンタルされる介護用品(例えば、車椅子及びベッド等)である。また、本実施形態では、複数の営業先の各々が1人のケアマネージャ(人)と、このケアマネージャが担当する1又は複数のエンドユーザ(人)との集合である場合を例に説明する。「エンドユーザ」は、被介護者又は被介護者に関係する人である。また、以下では、複数の営業先へ商材の営業をする者としての事業者及びこの事業者の営業担当者をまとめて、「営業者」と称す。 In this embodiment, a case where the product is a rental product will be described as an example. More specifically, the product is a rental nursing care product (eg, wheelchair, bed, etc.). Further, in the present embodiment, a case where each of the plurality of business partners is a set of one care manager (person) and one or a plurality of end users (persons) in charge of the care manager will be described as an example. .. An "end user" is a care recipient or a person associated with the care recipient. In addition, in the following, a business operator as a person who sells products to a plurality of business partners and a sales person in charge of this business operator are collectively referred to as a "business operator".
 介護用品のレンタル費用の一部は、介護保険により補助される場合がある。エンドユーザが介護保険を利用して介護用品をレンタルする場合、エンドユーザは、介護用品が必要であることを示すケアプランを、エンドユーザの担当を務めるケアマネージャに作成してもらうことがある。エンドユーザは、レンタルする介護用品又は介護用品を取り扱う営業者を、ケアマネージャから紹介されることがある。つまり、ケアマネージャは、商材(介護用品)の営業をする営業者とエンドユーザとの間を仲介する。そこで、営業者(営業担当者)は、エンドユーザからの受注を目的として、ケアマネージャに対して介護用品を紹介するという営業活動を行う。営業者(営業担当者)は、ケアマネージャに対する営業活動に営業支援システム1を用いる。つまり、本実施形態では、営業支援システム1は、レンタル商材の営業支援に用いられる。 Part of the rental cost of long-term care products may be subsidized by long-term care insurance. When the end user rents long-term care products using long-term care insurance, the end user may ask the care manager who is in charge of the end user to create a care plan indicating that the long-term care products are needed. The end user may be referred by the care manager to the long-term care product to be rented or the business operator who handles the long-term care product. In other words, the care manager acts as an intermediary between the business operator who sells the product (nursing care product) and the end user. Therefore, the sales person (sales person in charge) conducts a sales activity of introducing nursing care products to the care manager for the purpose of receiving an order from the end user. The sales person (sales person in charge) uses the sales support system 1 for sales activities to the care manager. That is, in the present embodiment, the sales support system 1 is used for sales support of rental products.
 このように、本実施形態では、営業者が介護用品を紹介するという営業活動を行う対象は、ケアマネージャであり、営業活動の結果として営業者がレンタル契約を結ぶ対象は、ケアマネージャが担当する1又は複数のエンドユーザである。上述の通り、複数の営業先の各々は1人のケアマネージャと、このケアマネージャが担当する1又は複数のエンドユーザとの集合なので、営業者は、各営業先に対し営業活動を行い、商材をレンタルする契約をこの営業先と結ぶことになる。なお、本実施形態において、上述の「特定の営業先」とは、より詳細には、営業先に属する人(ケアマネージャ及び1又は複数のエンドユーザ)のうち少なくともケアマネージャが特定されている営業先を意味する。 As described above, in the present embodiment, the target for the sales activity of introducing the nursing care product by the business operator is the care manager, and the target for the business operator to conclude a rental contract as a result of the sales activity is the care manager. One or more end users. As described above, since each of the plurality of business partners is a set of one care manager and one or more end users in charge of this care manager, the business operator conducts sales activities to each business partner and conducts business. A contract to rent materials will be signed with this business partner. In the present embodiment, the above-mentioned "specific business destination" is, more specifically, a business in which at least a care manager is specified among the persons (care manager and one or a plurality of end users) belonging to the business destination. Means ahead.
 複数のケアマネージャの各々は、複数の事業所のうち少なくとも1つに属する。営業者は、ケアマネージャ(営業先)が属する事業所を訪問して営業活動を行う。 Each of the plurality of care managers belongs to at least one of the plurality of business establishments. The business operator visits the business office to which the care manager (business destination) belongs and conducts sales activities.
 営業支援システム1は、例えば、1又は複数のパーソナルコンピュータ又は携帯端末(スマートフォン若しくはタブレット端末等)により実現される。本実施形態の営業支援システム1は、図1に示すように、コンピュータシステム10を備えている。コンピュータシステム10は、例えば、サーバにより構成されている。また、営業支援システム1は、携帯端末11を更に備えている。携帯端末11は、入力インタフェースとしての操作部7と、出力インタフェースとしての提示部8と、を有している。ただし、操作部7及び提示部8は、営業支援システム1に必須の構成ではなく、営業支援システム1が操作部7及び提示部8のうち少なくとも一方を備えていなくてもよい。 The sales support system 1 is realized by, for example, one or more personal computers or mobile terminals (smartphones, tablet terminals, etc.). As shown in FIG. 1, the sales support system 1 of the present embodiment includes a computer system 10. The computer system 10 is composed of, for example, a server. In addition, the sales support system 1 further includes a mobile terminal 11. The mobile terminal 11 has an operation unit 7 as an input interface and a presentation unit 8 as an output interface. However, the operation unit 7 and the presentation unit 8 are not indispensable to the sales support system 1, and the sales support system 1 may not include at least one of the operation unit 7 and the presentation unit 8.
 コンピュータシステム10は、取得部2と、推定部4と、ロジック構成部5と、出力部6と、推定モデル生成部3と、入力受付部12と、を含んでいる。コンピュータシステム10は、1以上のプロセッサ及びメモリを有している。コンピュータシステム10のメモリに記録されたプログラムを、コンピュータシステム10のプロセッサが実行することにより、コンピュータシステム10の少なくとも一部の機能が実現される。プログラムは、メモリに記録されていてもよいし、インターネット等の電気通信回線を通して提供されてもよく、メモリカード等の非一時的記録媒体に記録されて提供されてもよい。 The computer system 10 includes an acquisition unit 2, an estimation unit 4, a logic configuration unit 5, an output unit 6, an estimation model generation unit 3, and an input reception unit 12. The computer system 10 has one or more processors and memory. When the processor of the computer system 10 executes the program recorded in the memory of the computer system 10, at least a part of the functions of the computer system 10 are realized. The program may be recorded in a memory, provided through a telecommunication line such as the Internet, or may be recorded and provided on a non-temporary recording medium such as a memory card.
 図2に、営業支援システム1の動作例の概略を示す。取得部2は、営業情報を取得する(ステップS1)。さらに、取得部2は、営業情報を分割して、少なくとも学習用データD1と推定用データD2とを用意する(ステップS2)。推定モデル生成部3は、学習用データD1に基づいて、推定部4での評価情報の推定に用いられる複数の推定モデルを生成する(ステップS3)。推定部4は、複数の推定モデルに推定用データD2を入力することにより、評価情報を推定する(ステップS4)。ロジック構成部5は、推定部4による評価情報の推定過程を分析することで、説明情報を生成する(ステップS5)。出力部6は、推定部4で推定された評価情報及びロジック構成部5で生成された説明情報を出力する(ステップS6)。 FIG. 2 shows an outline of an operation example of the sales support system 1. The acquisition unit 2 acquires sales information (step S1). Further, the acquisition unit 2 divides the sales information and prepares at least the learning data D1 and the estimation data D2 (step S2). The estimation model generation unit 3 generates a plurality of estimation models used for estimating the evaluation information in the estimation unit 4 based on the learning data D1 (step S3). The estimation unit 4 estimates the evaluation information by inputting the estimation data D2 into the plurality of estimation models (step S4). The logic configuration unit 5 generates explanatory information by analyzing the estimation process of the evaluation information by the estimation unit 4 (step S5). The output unit 6 outputs the evaluation information estimated by the estimation unit 4 and the explanatory information generated by the logic configuration unit 5 (step S6).
 (2-1)取得部
 取得部2は、複数の営業先と一対一で対応する複数の営業情報を取得する。1つ1つの営業先に関して、この営業先に対応する1つの営業情報は、例えば、契約金額及びエンドユーザの平均年齢等の複数の項目についての、複数の情報を含み得る。すなわち、本実施形態では、1つの営業先に対応する1つ以上の情報をまとめて、(1つの)「営業情報」と称す。要するに、本実施形態における「営業情報」とは、一塊の情報である。
(2-1) Acquisition unit The acquisition unit 2 acquires a plurality of business information corresponding to a plurality of business partners on a one-to-one basis. With respect to each business partner, one business information corresponding to this business partner may include a plurality of information regarding a plurality of items such as the contract amount and the average age of the end user. That is, in the present embodiment, one or more pieces of information corresponding to one business destination are collectively referred to as (one) "business information". In short, the "business information" in the present embodiment is a set of information.
 複数の営業情報は、データベース90に集められている。データベース90は、例えば、営業支援システム1の外部の構成であるサーバ9に備えられている。取得部2は、電気通信回線を介してデータベース90から複数の営業情報を取得する。 A plurality of business information is collected in the database 90. The database 90 is provided in, for example, a server 9 which is an external configuration of the sales support system 1. The acquisition unit 2 acquires a plurality of business information from the database 90 via a telecommunication line.
 (2-1-1)前処理
 取得部2は、複数の営業情報に対して、前処理を行うことが好ましい。前処理は、例えば、ケアマネージャごとに、ケアマネージャが担当する1又は複数のエンドユーザに関するパラメータ(例えば、契約金額)の平均値を算出する処理を含む。また、前処理は、例えば、ケアマネージャごとに、1回の受注ごと又は所定期間(例えば、1か月)ごとのパラメータ(例えば、契約金額)の平均値又は分散を算出する処理、又は、当該パラメータを標準化(基準化)する処理を含む。標準化(基準化)とは、標準化される対象の値を、「偏差÷標準偏差」に変換することである。偏差は、「対象の値-平均値」で表される。また、前処理は、例えば、複数の評価情報を分割する処理を含む。具体的には、ある月(以下、対象月と称す)の評価情報を推定部4が推定する場合、取得部2は、複数の営業情報の各々から、対象月の2か月前の月の情報を、推定部4で用いられる情報(推定用データD2:図2参照)として分割する。さらに、取得部2は、複数の営業情報の各々から、対象月の4か月前までの月の情報を、推定モデル生成部3で用いられる学習用データD1(図2参照)として分割する。
(2-1-1) Pre-processing It is preferable that the acquisition unit 2 performs pre-processing on a plurality of business information. The pre-processing includes, for example, for each care manager, a process of calculating the average value of parameters (for example, contract amount) relating to one or more end users in charge of the care manager. In addition, the preprocessing is, for example, a process of calculating the average value or variance of parameters (for example, contract amount) for each order or for each predetermined period (for example, one month) for each care manager, or the relevant Includes processing to standardize (standardize) parameters. Standardization (standardization) is to convert the value of the object to be standardized into "deviation ÷ standard deviation". The deviation is represented by "target value-mean value". Further, the preprocessing includes, for example, a process of dividing a plurality of evaluation information. Specifically, when the estimation unit 4 estimates the evaluation information of a certain month (hereinafter referred to as the target month), the acquisition unit 2 obtains the evaluation information of the month two months before the target month from each of the plurality of sales information. The information is divided as the information used by the estimation unit 4 (estimation data D2: see FIG. 2). Further, the acquisition unit 2 divides the information of the months up to four months before the target month from each of the plurality of business information as the learning data D1 (see FIG. 2) used in the estimation model generation unit 3.
 なお、本実施形態では、データベース90中の複数の営業情報は、対象月の1か月前の月の情報は未だ含んでいないために、取得部2は対象月の2か月前以前の月の情報を取得する。ただし、対象月の1か月前の月の情報がデータベース90に含まれている場合は、取得部2は、対象月の1か月前の月の情報を取得してもよい。 In the present embodiment, since the plurality of business information in the database 90 does not yet include the information of the month one month before the target month, the acquisition unit 2 is the month two months before the target month. Get information about. However, when the database 90 includes the information of the month one month before the target month, the acquisition unit 2 may acquire the information of the month one month before the target month.
 また、前処理は、例えば、複数の営業情報の抜け又は漏れを補間する処理を含む。複数の営業情報の一部としての数値に抜け又は漏れがある場合は、抜け又は漏れは、例えば、代表値又はその数値の平均値により埋め合わされる。複数の営業情報の一部としての契約件数等に抜け又は漏れがある場合に、代表値は、例えば0である。上記の平均値は、より詳細には、複数の営業先における平均値である。例えば、ある営業先について、複数の営業情報の一部としての契約件数に抜け又は漏れがある場合に、抜け又は漏れは、この営業先以外の複数の営業先の各々の契約件数の平均値により埋め合わされる。 Further, the pre-processing includes, for example, a process of interpolating omissions or omissions of a plurality of business information. If there are omissions or omissions in the numerical values as part of a plurality of business information, the omissions or omissions are compensated by, for example, the representative value or the average value of the numerical values. When the number of contracts as a part of a plurality of business information is missing or omitted, the representative value is, for example, 0. More specifically, the above-mentioned average value is an average value in a plurality of business partners. For example, if there is an omission or omission in the number of contracts as part of a plurality of business information for a certain business partner, the omission or omission depends on the average value of the number of contracts of each of the plurality of business partners other than this business partner. It will be compensated.
 なお、複数の営業情報の抜け又は漏れを補間する処理は必須ではない。営業支援システム1は、各営業情報に含まれる情報のうち、抜け又は漏れがある情報以外の情報を、推定部4及びロジック構成部5等における処理に用いてもよい。 Note that the process of interpolating the omission or omission of multiple business information is not essential. The sales support system 1 may use information other than the missing or missing information among the information included in each sales information for processing in the estimation unit 4, the logic configuration unit 5, and the like.
 また、前処理は、例えば、ダミー変数を作成する処理を含む。前処理で作成されたダミー変数は、営業情報の一部として用いられる。複数の営業情報に含まれるある項目の分布に偏り又は特徴が存在する場合に、ダミー変数を作成することで、推定部4による評価情報の推定の精度の向上を図ることができる。例えば、複数の営業情報に含まれる項目である平均要介護度について、「平均要介護度が3を超える場合は1で、3以下の場合は0」とするダミー変数が作成される。 In addition, the preprocessing includes, for example, a process of creating a dummy variable. The dummy variable created in the preprocessing is used as a part of the business information. When the distribution of a certain item included in a plurality of business information has a bias or a feature, the accuracy of estimation of the evaluation information by the estimation unit 4 can be improved by creating a dummy variable. For example, for the average degree of care required, which is an item included in a plurality of business information, a dummy variable is created in which "1 when the average degree of care required exceeds 3 and 0 when the average degree of care required is 3 or less".
 (2-1-2)営業情報
 以下の説明では、ケアマネージャが営業者とエンドユーザとの間を仲介することで成立に結び付いた、営業者からエンドユーザへ介護用品をレンタルする契約のことを、「ケアマネージャによる契約」と称す。
(2-1-2) Sales Information In the following explanation, the contract that the care manager rents nursing care products from the sales person to the end user, which was established by mediating between the sales person and the end user, is described. , Called "contract by care manager".
 複数の営業情報の各々は、ケアマネージャごとに個別の情報と、ケアマネージャが属する事業所に関する情報と、を含む。表1に、ケアマネージャごとに個別の情報の一覧を示す。ただし、これらはケアマネージャごとに個別の情報の一例である。 Each of the plurality of sales information includes individual information for each care manager and information on the business establishment to which the care manager belongs. Table 1 shows a list of individual information for each care manager. However, these are examples of individual information for each care manager.
Figure JPOXMLDOC01-appb-T000001
Figure JPOXMLDOC01-appb-T000001
 ケアマネージャごとに個別の情報は、例えば、ケアマネージャに対する営業を担当する営業所の店コード、ケアマネージャが属する事業所を識別するための事業所の番号、及び、ケアマネージャを識別するための識別番号を含む。さらに、ケアマネージャごとに個別の情報は、営業者(事業者)がケアマネージャによる契約を最初に開始した年月を含む。さらに、ケアマネージャごとに個別の情報は、ケアマネージャによる契約が、複数の営業情報の集計時点までに1件以上継続しているか否かの情報を含む。また、ケアマネージャによる契約が、複数の営業情報の集計時点までに1件以上継続している場合は、ケアマネージャごとに個別の情報は、ケアマネージャによる契約が1件以上継続している期間の長さ(月数)の情報を更に含む。 The individual information for each care manager is, for example, the store code of the sales office in charge of sales to the care manager, the office number for identifying the office to which the care manager belongs, and the identification for identifying the care manager. Includes number. In addition, the individual information for each care manager includes the date when the business operator first started the contract with the care manager. Further, the individual information for each care manager includes information on whether or not one or more contracts by the care manager have been continued by the time when a plurality of sales information is aggregated. In addition, if one or more contracts by the care manager have continued by the time of aggregation of multiple sales information, the individual information for each care manager is for the period during which one or more contracts by the care manager have continued. Further includes information on length (months).
 ケアマネージャごとに個別の情報は、エンドユーザに関するユーザ情報を更に含む。ユーザ情報は、例えば、ケアマネージャによる契約の件数(商材ごとの件数を含む)、ケアマネージャによる契約の商材ごとの件数、及び、ケアマネージャが担当する1又は複数のエンドユーザの契約金額の合計等を含む。 The individual information for each care manager further includes user information about the end user. User information includes, for example, the number of contracts made by the care manager (including the number of contracts for each product), the number of contracts made by the care manager for each product, and the contract amount of one or more end users in charge of the care manager. Including total etc.
 ユーザ情報は、例えば、ケアマネージャが担当するエンドユーザの人数、平均年齢、平均要介護度、ケアマネージャによる契約でレンタルしている商材の種類の数(ケアマネージャがエンドユーザに紹介している商材の種類の数)等を更に含む。ユーザ情報は、ケアマネージャが担当するエンドユーザの各々の識別番号、年齢(又は年齢層)、要介護度及びエンドユーザが利用している介護用品の種類等を更に含む。ユーザ情報は、ケアマネージャが担当するエンドユーザの要支援度の平均値を含んでいてもよい。ユーザ情報は、ケアマネージャが担当するエンドユーザの各々の要支援度を含んでいてもよい。また、ユーザ情報は、ケアマネージャが担当する複数のエンドユーザの保険料金額の合計を含んでいてもよい。 The user information includes, for example, the number of end users in charge of the care manager, the average age, the average degree of care required, and the number of types of products rented under the contract by the care manager (the care manager introduces the end user to the end user). The number of types of products) etc. are further included. The user information further includes each end user's identification number, age (or age group), degree of care required, type of care product used by the end user, and the like in charge of the care manager. The user information may include the average value of the support required of the end user in charge of the care manager. The user information may include the degree of support required for each end user in charge of the care manager. In addition, the user information may include the total insurance premiums of a plurality of end users in charge of the care manager.
 ユーザ情報は、複数のケアマネージャのうち、営業者とエンドユーザとの間の仲介を担当するケアマネージャに対応付けられている。例えば、第1、第2、第3のエンドユーザに関するユーザ情報は、第1、第2、第3のエンドユーザを担当する第1のケアマネージャに対応付けられている。第4、第5のエンドユーザに関するユーザ情報は、第4、第5のエンドユーザを担当する第2のケアマネージャに対応付けられている。 The user information is associated with the care manager who is in charge of mediation between the sales person and the end user among the plurality of care managers. For example, user information about the first, second, and third end users is associated with a first care manager in charge of the first, second, and third end users. User information about the fourth and fifth end users is associated with a second care manager in charge of the fourth and fifth end users.
 複数の事業所の各々に関する情報は、例えば、事業所に属する複数のケアマネージャの人数、及び、事業所に属する複数のケアマネージャによる契約の合計件数を含む。さらに、複数の事業所の各々に関する情報は、事業所に属する複数のケアマネージャによる契約の合計金額、及び、事業所に属する複数のケアマネージャが担当するエンドユーザの合計人数を含む。 Information about each of the plurality of establishments includes, for example, the number of multiple care managers belonging to the establishment and the total number of contracts by the plurality of care managers belonging to the establishment. In addition, information about each of the establishments includes the total amount of contracts made by the care managers belonging to the establishment and the total number of end users in charge of the care managers belonging to the establishment.
 複数の営業情報は、所定期間(例えば、1か月)ごとに集計され、データベース90に蓄積される。すなわち、複数の営業情報は、過去の営業での複数のケアマネージャとの契約に関する情報を含む。 A plurality of business information is aggregated for each predetermined period (for example, one month) and accumulated in the database 90. That is, the plurality of sales information includes information regarding contracts with a plurality of care managers in the past sales.
 営業情報のうち、ユーザ情報は、ケアマネージャによる契約の時間的な推移を示す情報を含む。例えば、ユーザ情報は、ケアマネージャによる契約の件数の前月からの増減数、及び、ケアマネージャが担当する1又は複数のエンドユーザの契約金額の合計の、前月からの増減額を含む。ユーザ情報は、ケアマネージャによる契約の件数が増加した直近の月からの経過月数、ケアマネージャによる契約の件数が減少した直近の月からの経過月数、及び、ケアマネージャによる契約の件数がゼロになってからの月数の情報を更に含む。ユーザ情報は、ケアマネージャによる契約の期間の最小値、最大値及び平均値を更に含む。ユーザ情報は、営業者(事業者)がケアマネージャに対して営業を開始してからのケアマネージャによる契約の期間の合計、及び、営業者(事業者)がケアマネージャに対して営業を開始してからのケアマネージャによる契約の金額の合計を更に含む。 Of the sales information, the user information includes information indicating the temporal transition of the contract by the care manager. For example, the user information includes an increase / decrease in the number of contracts made by the care manager from the previous month and an increase / decrease in the total contract amount of one or more end users in charge of the care manager from the previous month. User information includes the number of months elapsed since the last month when the number of contracts by the care manager increased, the number of months elapsed since the last month when the number of contracts by the care manager decreased, and the number of contracts by the care manager is zero. It also includes information on the number of months since it became. The user information further includes a minimum, maximum and average value for the duration of the contract by the care manager. The user information is the total period of the contract by the care manager since the business operator (business operator) started sales to the care manager, and the business operator (business operator) started business to the care manager. Includes the total amount of contracts made by the care manager since then.
 営業情報は、複数のケアマネージャの各々における商材(介護用品)の使用状況の情報を含む。複数のケアマネージャの各々における商材の使用状況の情報は、例えば、上述した、ケアマネージャによる契約の商材ごとの件数、ケアマネージャによる契約が1件以上継続している期間の長さ、ケアマネージャによる契約でレンタルしている商材の種類の数等を含む。 Sales information includes information on the usage status of products (nursing care products) in each of a plurality of care managers. Information on the usage status of products in each of multiple care managers includes, for example, the number of contracts made by the care manager for each product, the length of time that one or more contracts by the care manager are continuous, and care. Includes the number of types of products rented under contract by the manager.
 (2-2)推定モデル生成部
 推定モデル生成部3は、営業者と複数の営業先との契約に関する評価情報を推定するための推定モデルを、取得部2がデータベース90から取得した複数の営業情報に基づいて生成する。より詳細には、推定モデル生成部3は、複数の営業情報の少なくとも一部を学習用データとして用いることにより推定モデルを生成する。本実施形態では、推定モデル生成部3は、複数の推定モデルを生成する。推定部4は、推定モデル生成部3で生成された複数の推定モデルを用いて、評価情報を推定する。推定モデル生成部3が生成する推定モデルは、例えば、回帰分析により生成される回帰式、決定木分析により生成される決定木、又は、ディープラーニングによる学習により生成される学習済みニューラルネットワークである。
(2-2) Estimated model generation unit The estimation model generation unit 3 acquires an estimation model for estimating evaluation information regarding contracts between a business operator and a plurality of business partners from a plurality of sales units 2 acquired from the database 90. Generate based on information. More specifically, the estimation model generation unit 3 generates an estimation model by using at least a part of the plurality of business information as learning data. In the present embodiment, the estimation model generation unit 3 generates a plurality of estimation models. The estimation unit 4 estimates the evaluation information using a plurality of estimation models generated by the estimation model generation unit 3. The estimation model generated by the estimation model generation unit 3 is, for example, a regression equation generated by regression analysis, a decision tree generated by decision tree analysis, or a trained neural network generated by learning by deep learning.
 推定モデル生成部3が推定モデルを生成するために用いる複数の営業情報は、不特定の営業先に関する営業情報を含んでいてもよい。つまり、ここで用いられる営業情報に関する営業先は、他の営業先と区別されていなくてもよい。 The plurality of business information used by the estimation model generation unit 3 to generate the estimation model may include sales information related to an unspecified business destination. That is, the business partner regarding the business information used here does not have to be distinguished from other business partners.
 推定モデル生成部3は、推定部4が評価情報を推定する度に推定モデルを生成する必要はない。推定モデル生成部3は、推定部4が評価情報を推定するタイミングと関係ないタイミングに(事前に)推定モデルを生成してもよい。 The estimation model generation unit 3 does not need to generate an estimation model every time the estimation unit 4 estimates the evaluation information. The estimation model generation unit 3 may generate an estimation model (in advance) at a timing unrelated to the timing at which the estimation unit 4 estimates the evaluation information.
 営業者は、操作部7を操作することで、期間を指定する。指令された期間に対応した複数の推定モデルが推定モデル生成部3により未だ生成されていない場合は、推定モデル生成部3は、指定された期間よりも前の期間の複数の営業情報に基づいて、複数の推定モデルを生成する。推定部4は、生成された複数の推定モデルを用いて、指定された期間に関する評価情報を推定する。本実施形態では、期間は、1か月単位で指定可能である。すなわち、営業支援システム1は、指定された月(対象月)の評価情報を推定部4により推定する。 The business operator specifies the period by operating the operation unit 7. If a plurality of estimation models corresponding to the commanded period have not yet been generated by the estimation model generation unit 3, the estimation model generation unit 3 is based on a plurality of business information of the period before the specified period. , Generate multiple estimation models. The estimation unit 4 estimates the evaluation information for the specified period using the generated estimation models. In the present embodiment, the period can be specified in units of one month. That is, the sales support system 1 estimates the evaluation information of the designated month (target month) by the estimation unit 4.
 一方で、指令された期間に対応した複数の推定モデルが推定モデル生成部3により既に生成されている場合は、推定部4は、既に生成された複数の推定モデルを用いて評価情報を推定してもよい。あるいは、推定部4は、推定モデル生成部3で新たに生成される複数の推定モデルを用いて評価情報を推定してもよい。 On the other hand, when a plurality of estimation models corresponding to the commanded period have already been generated by the estimation model generation unit 3, the estimation unit 4 estimates the evaluation information using the plurality of estimation models already generated. You may. Alternatively, the estimation unit 4 may estimate the evaluation information using a plurality of estimation models newly generated by the estimation model generation unit 3.
 評価情報は、営業先(エンドユーザ)との契約の成否に関する情報を含む。営業先との契約の成否に関する情報は、営業先との契約(受注契約)が1件以上成立する確率(成約率)、又は、営業先との契約が成立するか否かの情報を含み得る。また、営業先との契約の成否に関する情報は、成約率の大きさに応じて各営業先をクラス分けした分類結果の情報を含み得る。また、評価情報は、営業先との契約金額(売上金額)、契約件数、契約の種類(レンタルしている品の品目等)、及び、契約期間を含み得る。また、評価情報は、契約の種類ごとの成約率を含み得る。また、評価情報は、対象月に所定件数以上の受注契約が成立する確率を含み得る。また、評価情報は、成約率に契約金額又は契約件数を乗じた値(契約金額又は契約件数の期待値)を含み得る。また、評価情報は、営業に要するコスト及び所要時間の少なくとも一方を加味した情報を含み得る。例えば、評価情報は、契約金額が大きいほど大きい値となり、コストが大きいほど、また、所要時間が長いほど小さい値となるスコアを含み得る。 Evaluation information includes information on the success or failure of contracts with business partners (end users). Information on the success or failure of a contract with a business partner may include the probability that one or more contracts with a business partner (order contract) will be concluded (contract rate), or information on whether or not a contract with a business partner will be established. .. In addition, the information on the success or failure of the contract with the business partner may include the information on the classification result of classifying each business partner according to the magnitude of the contract rate. In addition, the evaluation information may include the contract amount (sales amount) with the business partner, the number of contracts, the type of contract (items of rental items, etc.), and the contract period. In addition, the evaluation information may include the closing rate for each type of contract. In addition, the evaluation information may include the probability that more than a predetermined number of order contracts will be concluded in the target month. In addition, the evaluation information may include a value obtained by multiplying the contract rate by the contract amount or the number of contracts (expected value of the contract amount or the number of contracts). In addition, the evaluation information may include information that takes into account at least one of the cost required for business and the required time. For example, the evaluation information may include a score that becomes a larger value as the contract amount is larger, and becomes a smaller value as the cost is larger and the required time is longer.
 本実施形態では、一例として、推定モデル生成部3が生成する推定モデルが、評価情報としての成約率を推定するための推定モデルである場合について説明する。 In the present embodiment, as an example, a case where the estimation model generated by the estimation model generation unit 3 is an estimation model for estimating the contract rate as evaluation information will be described.
 ある対象月の評価情報を推定部4が推定する場合、推定モデル生成部3は、複数の営業情報のうち、対象月の4か月前までの情報に基づいて複数の推定モデルを生成する。具体的には、推定モデル生成部3は、対象月の4か月前までの情報を学習用データとして用いて、複数の推定モデル(ここでは、決定木)を生成する。複数の推定モデルは、複数の営業情報のうち、ある期間(例えば、対象月の2か月前の月)の情報を入力として、対象月の複数の評価情報を出力する。 When the estimation unit 4 estimates the evaluation information of a certain target month, the estimation model generation unit 3 generates a plurality of estimation models based on the information up to 4 months before the target month among the plurality of business information. Specifically, the estimation model generation unit 3 generates a plurality of estimation models (here, a decision tree) by using the information up to 4 months before the target month as learning data. The plurality of estimation models output a plurality of evaluation information of the target month by inputting information of a certain period (for example, a month two months before the target month) among the plurality of business information.
 推定モデル生成部3が複数の推定モデルの各々を生成するために学習用データとして用いられる情報は、例えば、営業者が顧客として登録している全ての営業先の営業情報からランダムに部分サンプリング(選択)された情報である。もちろん、推定モデル生成部3は、営業者が顧客として登録している全ての営業先の営業情報のうち一部の営業情報からランダムに部分サンプリングされた情報を学習用データとして用いて複数の推定モデルを生成してもよい。 The information used as learning data for the estimation model generation unit 3 to generate each of the plurality of estimation models is, for example, randomly partially sampled from the sales information of all the business partners registered as customers by the business operator (for example, partial sampling ( This is the selected information. Of course, the estimation model generation unit 3 uses information randomly partially sampled from a part of the sales information of all the sales destinations registered as customers by the sales person as learning data to perform a plurality of estimations. You may generate a model.
 本実施形態では、推定モデル生成部3は、取得部2で取得されたデータに対してランダムな部分サンプリングをすることにより学習用データを用意する処理と、その学習用データを用いて推定モデルを生成する処理とをN回(例えば、N=500)繰り返す。これにより、推定モデル生成部3は、N個の互いに異なる推定モデルを生成する。 In the present embodiment, the estimation model generation unit 3 prepares learning data by performing random partial sampling on the data acquired by the acquisition unit 2, and uses the learning data to generate an estimation model. The process of generating is repeated N times (for example, N = 500). As a result, the estimation model generation unit 3 generates N different estimation models.
 (2-3)推定部
 本実施形態の推定部4は、推定モデル生成部3が生成した複数の推定モデル(決定木)を用いたランダムフォレストの手法により、複数の評価情報を推定する。
(2-3) Estimating unit The estimation unit 4 of the present embodiment estimates a plurality of evaluation information by a random forest method using a plurality of estimation models (decision trees) generated by the estimation model generation unit 3.
 より詳細には、推定部4は、取得部2が取得した複数の営業情報と、推定モデル生成部3が生成した複数の推定モデルとを用いて、複数の評価情報を推定する。更に詳細には、推定部4には、複数の営業情報のうち、取得部2から対象月の2か月前の月の情報が入力される。推定部4は、取得部2から入力された複数の営業情報を複数の推定モデルの各々に入力する。複数の推定モデルの各々は、入力された複数の営業情報に応じて、複数の評価情報を出力する。本実施形態では、1つの営業先に関する営業情報をN個の推定モデルにそれぞれ入力することで、この営業先に対応したN個の推定パラメータが出力される。ここでは、推定パラメータは、受注が有りか、無しかのいずれかを示すパラメータである。推定部4は、受注有りという推定パラメータの出現頻度を、成約率(評価情報)として出力する。言い換えると、推定部4は、N個の推定パラメータのうち、受注有りという推定パラメータが占める比率を、成約率として出力する。 More specifically, the estimation unit 4 estimates a plurality of evaluation information by using the plurality of sales information acquired by the acquisition unit 2 and the plurality of estimation models generated by the estimation model generation unit 3. More specifically, among the plurality of business information, the estimation unit 4 is input with the information of the month two months before the target month from the acquisition unit 2. The estimation unit 4 inputs a plurality of business information input from the acquisition unit 2 into each of the plurality of estimation models. Each of the plurality of estimation models outputs a plurality of evaluation information according to the plurality of input business information. In the present embodiment, by inputting the business information about one business destination into each of the N estimation models, N estimation parameters corresponding to the business destinations are output. Here, the estimation parameter is a parameter indicating whether there is an order or not. The estimation unit 4 outputs the appearance frequency of the estimation parameter that there is an order as a contract rate (evaluation information). In other words, the estimation unit 4 outputs the ratio of the estimated parameters that there is an order among the N estimated parameters as the contract rate.
 図3A~図3Dは、推定モデル生成部3により生成される推定モデルとしての決定木の概略図である。図3A~図3Dでは、説明を簡略化するために仮にN=4として、4個の決定木を図示している。項目i1~i7は、営業情報に含まれる項目であって、営業情報を決定木により分類するために参照される項目である。項目i1~i7の一例は、営業先(エンドユーザ)との契約金額、営業先(エンドユーザ)の平均年齢、営業先のケアマネージャが担当するエンドユーザの人数、及び、営業先(エンドユーザ)の保険料金額の合計である。集合A1~A14は、営業情報を分類するための指標である。図3A~図3Dでは、各項目i1~i7が、それぞれ対応する集合A1~A14に含まれるか否かにより、営業情報が分類される。図中の白抜きの矢印は、営業情報の分類の流れを示す。各決定木において、白抜きの矢印が「有」に到達している場合は、その決定木が営業情報を「受注有り」に分類していることを示す。各決定木において、白抜きの矢印が「無」に到達している場合は、その決定木が営業情報を「受注無し」に分類していることを示す。 3A to 3D are schematic views of a decision tree as an estimation model generated by the estimation model generation unit 3. In FIGS. 3A to 3D, four decision trees are illustrated assuming that N = 4 for simplification of the description. Items i1 to i7 are items included in the business information and are referred to for classifying the business information by the decision tree. Examples of items i1 to i7 include the contract amount with the business partner (end user), the average age of the business partner (end user), the number of end users in charge of the care manager of the business partner, and the business partner (end user). It is the total amount of insurance premiums. The sets A1 to A14 are indexes for classifying business information. In FIGS. 3A to 3D, business information is classified according to whether or not each item i1 to i7 is included in the corresponding sets A1 to A14. The white arrows in the figure indicate the flow of classification of business information. If the white arrow reaches "Yes" in each decision tree, it indicates that the decision tree classifies the business information as "Orders received". When the white arrow reaches "None" in each decision tree, it indicates that the decision tree classifies the business information as "No order".
 N個の決定木間では、項目i1~i7のうち一部が重複している。例えば、項目i1及びi3を参照することによる分類は図3A、図3Bの決定木に含まれ、項目i2を参照することによる分類は図3A、図3C、図3Dの決定木に含まれる。項目i4を参照することによる分類は図3B、図3Cの決定木に含まれ、項目i5を参照することによる分類は図3B、図3C、図3Dの決定木に含まれる。なお、N個の決定木間で、集合A1~A14の一部が重複していてもよい。 Among the N decision trees, some of the items i1 to i7 overlap. For example, the classification by referring to items i1 and i3 is included in the decision trees of FIGS. 3A and 3B, and the classification by referring to item i2 is included in the decision trees of FIGS. 3A, 3C and 3D. The classification by referring to item i4 is included in the decision trees of FIGS. 3B and 3C, and the classification by referring to item i5 is included in the decision trees of FIGS. 3B, 3C and 3D. A part of the sets A1 to A14 may overlap between the N decision trees.
 推定部4は、1つの営業先に関する営業情報をN個(4個)の推定モデルにそれぞれ入力する。これにより、図3A、図3B、図3Cの決定木では営業情報が「受注有り」に分類され、図3Dの決定木では営業情報が「受注無し」に分類される。言い換えると、図3A、図3B、図3Cの決定木で出力される推定パラメータは「受注有り」であり、図3Dの決定木で出力される推定パラメータは「受注無し」である。推定部4は、「受注有り」という推定パラメータの出現頻度(3/4)を、成約率(評価情報)として出力する。 The estimation unit 4 inputs sales information about one business destination into N (4) estimation models. As a result, the business information is classified as "ordered" in the decision tree of FIGS. 3A, 3B, and 3C, and the sales information is classified as "no order" in the decision tree of FIG. 3D. In other words, the estimated parameter output by the decision tree of FIGS. 3A, 3B, and 3C is "ordered", and the estimated parameter output by the decision tree of FIG. 3D is "no order". The estimation unit 4 outputs the appearance frequency (3/4) of the estimation parameter "ordered" as the contract rate (evaluation information).
 残りの営業先に関する営業情報も同様にN個の推定モデルにそれぞれ入力されることで、各営業先に対応する成約率(評価情報)が出力される。すなわち、推定部4は、取得部2が取得した複数の営業情報に基づいて、複数の営業先と一対一で対応する複数の評価情報を推定する。 By inputting the sales information about the remaining business partners into each of the N estimation models, the contract rate (evaluation information) corresponding to each business partner is output. That is, the estimation unit 4 estimates a plurality of evaluation information corresponding to a plurality of business partners on a one-to-one basis based on the plurality of business information acquired by the acquisition unit 2.
 図4は、推定モデル生成部3により生成される決定木のより具体的な一例を示している。ここでは、ある営業先について、「ケアマネージャによる契約の契約金額の合計が100万円より大きい」という条件C1について「YES」と判定される。さらに、「ケアマネージャが担当するエンドユーザの平均年齢が70歳より大きい」という条件C2について「YES」と判定される。さらに、「ケアマネージャが担当するエンドユーザの人数が10人より多い」という条件C3について「YES」と判定される。その結果、図4の決定木では営業情報が「受注有り」に分類される。なお、図4では、条件C1について「NO」と判定された場合の分類過程を省略した。 FIG. 4 shows a more specific example of the decision tree generated by the estimation model generation unit 3. Here, for a certain business partner, "YES" is determined for the condition C1 that "the total contract amount of the contract by the care manager is larger than 1 million yen". Further, the condition C2 that "the average age of the end user in charge of the care manager is larger than 70 years old" is determined as "YES". Further, the condition C3 that "the number of end users in charge of the care manager is more than 10" is determined as "YES". As a result, in the decision tree of FIG. 4, the sales information is classified as "ordered". In FIG. 4, the classification process when the condition C1 is determined to be “NO” is omitted.
 (2-4)ロジック構成部
 ロジック構成部5は、取得部2が取得した複数の営業情報及び推定部4で推定された評価情報に基づいて、複数の説明情報を生成する。説明情報は、推定部4で推定された評価情報の推定ロジックについての説明に関する情報である。要するに、推定部4がある値の成約率(評価情報)を推定した場合に、説明情報は、成約率(評価情報)がなぜそのような値であると推定されたのかを説明する情報である。言い換えると、説明情報は、複数の推定モデル(決定木)が営業情報を「受注有り」に分類した頻度がなぜ高くなった(あるいは低くなった)のかを説明する情報である。
(2-4) Logic Configuration Unit The logic configuration unit 5 generates a plurality of explanatory information based on the plurality of sales information acquired by the acquisition unit 2 and the evaluation information estimated by the estimation unit 4. The explanatory information is information related to the explanation of the estimation logic of the evaluation information estimated by the estimation unit 4. In short, when the estimation unit 4 estimates the contract rate (evaluation information) of a certain value, the explanatory information is information explaining why the contract rate (evaluation information) is estimated to be such a value. .. In other words, the explanatory information is information that explains why the frequency of classifying sales information as "ordered" by a plurality of estimation models (decision trees) is high (or low).
 ロジック構成部5は、より詳細には、取得部2が取得した複数の営業情報及び推定部4で推定された複数の評価情報に基づいて、複数の営業先と一対一で対応する説明情報を生成する。以下の説明では、複数の営業先のうち1つの営業先に対応する営業情報及び説明情報に着目して説明する。 More specifically, the logic configuration unit 5 provides explanatory information corresponding to a plurality of business partners on a one-to-one basis based on a plurality of sales information acquired by the acquisition unit 2 and a plurality of evaluation information estimated by the estimation unit 4. Generate. In the following description, the sales information and the explanatory information corresponding to one of the plurality of business partners will be focused on.
 本実施形態では、ロジック構成部5は、推定部4が評価情報の推定に用いたN個の決定木を以下のように分析することで、説明情報を生成する。すなわち、ロジック構成部5は、N個の決定木における分類ロジックを追跡し、営業情報に含まれる複数の項目の各々について、特定の分類(受注有り)に分類される際に参照された頻度(以下、参照頻度と称す)を求める。ロジック構成部5は、参照頻度が比較的大きい項目を、説明情報を構成する要素に含める。 In the present embodiment, the logic configuration unit 5 generates explanatory information by analyzing the N decision trees used by the estimation unit 4 for estimating the evaluation information as follows. That is, the logic component 5 tracks the classification logic in the N decision trees, and the frequency (referred to) when each of the plurality of items included in the sales information is classified into a specific classification (with orders). Hereinafter referred to as reference frequency). The logic configuration unit 5 includes items having a relatively high reference frequency as elements constituting the explanatory information.
 図3A~図3Dを参照して説明情報の生成過程を説明する。図3Aでは、営業情報が「受注有り」に分類されるまでに、項目i1及びi2が参照されている。図3Bでは、営業情報が「受注有り」に分類されるまでに、項目i1、i4及びi5が参照されている。図3Cでは、営業情報が「受注有り」に分類されるまでに、項目i2及びi5が参照されている。図3Dでは、営業情報が「受注無し」に分類されるまでに、項目i2及びi7が参照されている。受注有りに分類された決定木の数は3(図3A~図3C)なので、受注有りに分類される際に参照された頻度(参照頻度)の分母は3である。各項目i1~i7のそれぞれについて、図3A~図3Cの3つの決定木で参照された回数が参照頻度の分子である。ここで、項目i1、i2及びi5のそれぞれの参照頻度は2/3であり、それ以外の項目の参照頻度は1/3以下である。ロジック構成部5は、例えば、参照頻度が1~3番目に大きい項目、すなわち、項目i1、i2及びi5を特定する。ロジック構成部5は、特定した項目i1、i2及びi5を、説明情報を構成する要素に含める。 The process of generating explanatory information will be described with reference to FIGS. 3A to 3D. In FIG. 3A, items i1 and i2 are referred to until the business information is classified as “ordered”. In FIG. 3B, items i1, i4, and i5 are referred to before the business information is classified as “ordered”. In FIG. 3C, items i2 and i5 are referred to until the business information is classified as “ordered”. In FIG. 3D, items i2 and i7 are referenced before the business information is classified as "no order". Since the number of decision trees classified as having orders is 3 (FIGS. 3A to 3C), the denominator of the frequency (reference frequency) referred to when classified as having orders is 3. For each of the items i1 to i7, the number of times referred by the three decision trees of FIGS. 3A to 3C is the numerator of the reference frequency. Here, the reference frequency of each of the items i1, i2, and i5 is 2/3, and the reference frequency of the other items is 1/3 or less. The logic configuration unit 5 identifies, for example, the items having the first to third highest reference frequencies, that is, the items i1, i2, and i5. The logic component 5 includes the specified items i1, i2, and i5 as elements constituting the explanatory information.
 例えば、項目i1、i2及びi5がそれぞれ、営業先(エンドユーザ)との契約金額、営業先(エンドユーザ)の平均年齢、及び、営業先のケアマネージャが担当するエンドユーザの人数であるとする。ロジック構成部5は、N個の決定木を参照した結果、これらの項目の数値が大きいほど、各決定木が営業情報を「受注有り」に分類する確率が高いと判定したとする。この場合に、ロジック構成部5は、一例として、「契約金額が多い、平均年齢が高い、担当人数が多い」という文章を、説明情報に含まれる情報として生成する。文章を生成するためのアルゴリズムは、コンピュータシステム10のメモリに記憶されている。 For example, it is assumed that the items i1, i2, and i5 are the contract amount with the business partner (end user), the average age of the business partner (end user), and the number of end users in charge of the care manager of the business partner, respectively. .. As a result of referring to N decision trees, the logic component 5 determines that the larger the numerical value of these items, the higher the probability that each decision tree classifies the business information as "ordered". In this case, the logic component 5 generates, as an example, the sentence "the contract amount is large, the average age is high, and the number of people in charge is large" as the information included in the explanatory information. The algorithm for generating the text is stored in the memory of the computer system 10.
 ロジック構成部5は、残りの営業情報についても同様に、N個の決定木における分類ロジックを追跡し、参照頻度が比較的大きい項目を特定し、特定した項目を、説明情報を構成する要素に含める。すなわち、ロジック構成部5は、複数の営業先について個別に、評価情報の推定ロジックについての説明情報を生成する。 Similarly, the logic component 5 tracks the classification logic in the N decision trees for the remaining sales information, identifies the items with a relatively high reference frequency, and sets the specified items as the elements constituting the explanatory information. include. That is, the logic configuration unit 5 individually generates explanatory information about the estimation logic of the evaluation information for the plurality of business partners.
 さらに、ロジック構成部5は、複数の営業情報の各々における参照頻度が比較的大きい項目について、複数の営業情報間で参照頻度を比較する。これにより、ロジック構成部5は、複数の営業先を比較し、その結果を出力する。言い換えると、ロジック構成部5は、複数の営業先の各々の営業情報を比較することで、複数の営業先を比較する。そして、ロジック構成部5で生成される複数の説明情報は、複数の営業情報の比較結果に関する比較情報を含む。 Further, the logic configuration unit 5 compares the reference frequencies among the plurality of sales information for the items having a relatively high reference frequency in each of the plurality of sales information. As a result, the logic configuration unit 5 compares a plurality of business partners and outputs the result. In other words, the logic component 5 compares a plurality of business partners by comparing the business information of each of the plurality of business partners. The plurality of explanatory information generated by the logic configuration unit 5 includes comparison information regarding the comparison result of the plurality of sales information.
 本実施形態では、ロジック構成部5は、複数の営業先のうち2つ以上の営業先を比較する。比較対象となる2つ以上の営業先は、操作部7に対する営業者の操作等により任意に決定される。2つ以上の営業先は、複数の営業情報のうち2つ以上の営業情報と一対一で対応する。ロジック構成部5で生成される複数の説明情報の少なくとも一部は、2つ以上の営業情報の比較結果に関する比較情報を含む。 In the present embodiment, the logic component 5 compares two or more business partners out of a plurality of business partners. Two or more business partners to be compared are arbitrarily determined by the operation of the business operator with respect to the operation unit 7. Two or more business partners have a one-to-one correspondence with two or more business information out of a plurality of business information. At least a part of the plurality of explanatory information generated by the logic component 5 includes comparative information regarding the comparison result of two or more business information.
 例えば、複数の営業先のうち、第1の営業先と第2の営業先とが比較対象として指定されたとする。第1の営業先においては、項目i1、i2、i5及びi6が、参照頻度が比較的大きい項目として特定されたとする。第2の営業先においては、項目i1、i2、i3及びi5が、参照頻度が比較的大きい項目として特定されたとする。ロジック構成部5は、第1の営業先と第2の営業先とで共通する項目の参照頻度を比較する。すなわち、ロジック構成部5は、項目i1、i2及びi5の各々について、第1の営業先における参照頻度と第2の営業先における参照頻度との差を求める。さらに、ロジック構成部5は、差が最も大きい項目を、比較情報を構成する要素に含める。 For example, suppose that among a plurality of business partners, the first business partner and the second business partner are designated as comparison targets. In the first business destination, it is assumed that the items i1, i2, i5 and i6 are specified as items having a relatively high reference frequency. In the second business partner, it is assumed that the items i1, i2, i3 and i5 are specified as items having a relatively high reference frequency. The logic configuration unit 5 compares the reference frequencies of items common to the first business partner and the second business partner. That is, the logic configuration unit 5 obtains the difference between the reference frequency in the first business partner and the reference frequency in the second business partner for each of the items i1, i2, and i5. Further, the logic component 5 includes the item having the largest difference in the elements constituting the comparison information.
 例えば、項目i1、i2及びi5がそれぞれ、営業先(エンドユーザ)との契約金額、営業先(エンドユーザ)の平均年齢、及び、営業先のケアマネージャが担当するエンドユーザの人数であるとする。さらに、ロジック構成部5が第1の営業先と第2の営業先とを比較した結果、項目i1(営業先との契約金額)の参照頻度の差が最も大きかったとする。さらに、第1の営業先の評価情報(成約率)と第2の営業先の評価情報(成約率)とが異なっていたとする。この場合は、項目i1が主たる原因で、第1の営業先の評価情報(成約率)と第2の営業先との評価情報(成約率)に差が生じたと考えられる。そこで、ロジック構成部5は、項目i1を、比較情報を構成する要素に含める。 For example, it is assumed that the items i1, i2, and i5 are the contract amount with the business partner (end user), the average age of the business partner (end user), and the number of end users in charge of the care manager of the business partner, respectively. .. Further, as a result of comparing the first business partner and the second business partner by the logic component 5, it is assumed that the difference in the reference frequency of the item i1 (contract amount with the business partner) is the largest. Further, it is assumed that the evaluation information (contract rate) of the first business partner and the evaluation information (contract rate) of the second business partner are different. In this case, it is considered that the evaluation information (contract rate) of the first business partner and the evaluation information (contract rate) of the second business partner are different mainly due to the item i1. Therefore, the logic configuration unit 5 includes the item i1 as an element constituting the comparison information.
 例えば、第1の営業先の成約率が第2の営業先の成約率よりも高く、かつ、第1の営業先との契約金額が第2の営業先との契約金額よりも高いとする。この場合は、ロジック構成部5は、一例として、「第1の営業先は第2の営業先よりも成約にあたっての契約金額の寄与が大きい」という文章を、比較情報に含まれる情報として生成する。さらに、ロジック構成部5は、一例として、「第2の営業先は第1の営業先よりも成約にあたっての契約金額の寄与が小さい」という文章を、比較情報に含まれる情報として生成する。文章を生成するためのアルゴリズムは、コンピュータシステム10のメモリに記憶されている。 For example, assume that the contract rate of the first business partner is higher than the contract rate of the second business partner, and the contract amount with the first business partner is higher than the contract amount with the second business partner. In this case, as an example, the logic component 5 generates a sentence that "the first business partner contributes more to the contract amount in making a contract than the second business partner" as information included in the comparison information. .. Further, as an example, the logic configuration unit 5 generates a sentence that "the second business partner has a smaller contribution of the contract amount in making a contract than the first business partner" as information included in the comparison information. The algorithm for generating the text is stored in the memory of the computer system 10.
 (2-5)操作部及び入力受付部
 操作部7は、例えば、タッチパネルディスプレイを有している。操作部7は、利用者による操作を受け付ける。一例として、操作部7は、既に述べたように、期間(対象月)を指定する操作を受け付ける。また、操作部7は、一例として、複数の営業先のうち、比較対象となる2つ以上の営業先を決定する操作を受け付ける。入力受付部12は、操作部7への操作に応じて出力される操作部7からの信号の入力を受け付ける。つまり、入力受付部12は、複数の営業先のうち、比較対象となる2つ以上の営業先を決定する入力を受け付ける。ロジック構成部5は、比較情報を生成する。比較情報は、入力受付部12への入力により決定された2つ以上の営業先と一対一で対応する複数の営業情報の比較結果に関する情報である。例えば、操作部7への操作により、上述の第1の営業先と第2の営業先とが比較対象として決定された場合は、ロジック構成部5は、第1の営業先に関する営業情報と、第2の営業先に関する営業情報との比較結果に関する比較情報を生成する。
(2-5) Operation unit and input reception unit The operation unit 7 has, for example, a touch panel display. The operation unit 7 accepts operations by the user. As an example, the operation unit 7 accepts an operation for designating a period (target month) as described above. Further, as an example, the operation unit 7 accepts an operation of determining two or more business partners to be compared among a plurality of business partners. The input receiving unit 12 receives the input of the signal from the operation unit 7 that is output in response to the operation to the operation unit 7. That is, the input receiving unit 12 receives the input for determining two or more business partners to be compared among the plurality of business partners. The logic component 5 generates comparison information. The comparison information is information regarding a comparison result of a plurality of business information having a one-to-one correspondence with two or more business partners determined by inputting to the input reception unit 12. For example, when the above-mentioned first business destination and the second business destination are determined as comparison targets by the operation to the operation unit 7, the logic configuration unit 5 obtains the business information regarding the first business destination and Generate comparison information regarding the comparison result with the sales information regarding the second business partner.
 (2-6)提示部
 提示部8は、例えば、タッチパネルディスプレイ及びスピーカのうち少なくとも一方を有している。提示部8が有するタッチパネルディスプレイと、操作部7が有するタッチパネルディスプレイとが、兼用されていてもよい。提示部8は、出力部6から出力された評価情報及び説明情報を提示する。提示部8は、評価情報及び説明情報を画像により提示(表示)してもよいし、音声により提示してもよい。本実施形態では、提示部8は、評価情報及び説明情報を少なくとも画像により提示する。
(2-6) Presentation unit The presentation unit 8 has, for example, at least one of a touch panel display and a speaker. The touch panel display included in the presentation unit 8 and the touch panel display included in the operation unit 7 may be used in combination. The presentation unit 8 presents the evaluation information and the explanatory information output from the output unit 6. The presentation unit 8 may present (display) the evaluation information and the explanatory information by an image or by voice. In the present embodiment, the presentation unit 8 presents the evaluation information and the explanatory information at least by images.
 (2-7)出力部
 出力部6は、推定部4で推定された評価情報及びロジック構成部5で生成された説明情報を出力する。出力部6は、例えば、評価情報及び説明情報をコンピュータシステム10のメモリに出力する(記憶させる)。さらに、出力部6は、評価情報及び説明情報を提示部8にも出力する。
(2-7) Output unit The output unit 6 outputs the evaluation information estimated by the estimation unit 4 and the explanatory information generated by the logic configuration unit 5. The output unit 6 outputs (stores), for example, evaluation information and explanatory information to the memory of the computer system 10. Further, the output unit 6 also outputs the evaluation information and the explanatory information to the presentation unit 8.
 出力部6は、推定部4で推定された複数の評価情報及びロジック構成部5で生成された複数の説明情報を、リスト形式で出力する。複数の評価情報及び複数の説明情報をリスト形式に加工する処理は、例えば、ロジック構成部5により実行される。出力部6から出力された、複数の評価情報及び複数の説明情報を含むリスト形式の情報は、提示部8に表示される。表2は、複数の評価情報及び複数の説明情報を含むリスト形式の情報の、提示部8での表示態様の一例である。 The output unit 6 outputs a plurality of evaluation information estimated by the estimation unit 4 and a plurality of explanatory information generated by the logic configuration unit 5 in a list format. The process of processing the plurality of evaluation information and the plurality of explanatory information into a list format is executed by, for example, the logic configuration unit 5. The list-format information including the plurality of evaluation information and the plurality of explanatory information output from the output unit 6 is displayed in the presentation unit 8. Table 2 is an example of the display mode of the list format information including the plurality of evaluation information and the plurality of explanatory information in the presentation unit 8.
Figure JPOXMLDOC01-appb-T000002
Figure JPOXMLDOC01-appb-T000002
 なお、表2では、営業先に該当するケアマネージャの名前を、ケアマネA及びケアマネB(上述の第1の営業先及び第2の営業先に対応)と表記しているが、ケアマネージャの実際の名前が表示されてもよいし、ケアマネージャに割り当てられた顧客コードが表示されてもよい。表2のリストには、複数の評価情報(成約率)及び複数の説明情報(ケアマネA、Bの個々の説明情報、及び、ケアマネA、Bの比較情報)が含まれている。 In Table 2, the names of the care managers corresponding to the business partners are described as care manager A and care manager B (corresponding to the above-mentioned first business partner and second business partner), but the actual care manager The name may be displayed, or the customer code assigned to the care manager may be displayed. The list in Table 2 includes a plurality of evaluation information (contract rate) and a plurality of explanatory information (individual explanatory information of care managers A and B, and comparative information of care managers A and B).
 また、出力部6は、推定部4で推定された複数の評価情報及びロジック構成部5で生成された複数の説明情報を、複数の営業先の位置情報と関連付けて出力する。複数の営業先の位置情報の具体例は、各営業先(ケアマネージャ)の属する事業所の住所である。複数の営業先の各々の位置情報は、コンピュータシステム10のメモリに予め記憶されている。複数の評価情報及び複数の説明情報を複数の営業先の位置情報と関連付ける処理は、例えば、ロジック構成部5により実行される。 Further, the output unit 6 outputs a plurality of evaluation information estimated by the estimation unit 4 and a plurality of explanatory information generated by the logic configuration unit 5 in association with the position information of the plurality of business partners. A specific example of the location information of a plurality of business offices is the address of the business office to which each business office (care manager) belongs. The location information of each of the plurality of business destinations is stored in advance in the memory of the computer system 10. The process of associating the plurality of evaluation information and the plurality of explanatory information with the location information of the plurality of business partners is executed by, for example, the logic configuration unit 5.
 図5は、複数の評価情報及び複数の説明情報を含む情報の、提示部8での表示態様の一例である。図5では、提示部8は、携帯端末11に備えられており、操作部7を兼ねたタッチパネルディスプレイとして図示されている。提示部8には、各営業先(ケアマネージャ)の属する事業所の周辺の地図が表示されている。複数の評価情報及び複数の説明情報は、吹き出し31、32に表示されている。吹き出し31、32が指し示している位置が、各営業先(ケアマネージャ)の属する事業所の住所(位置情報)に相当する。なお、図5では、営業先に該当するケアマネージャの名前を、ケアマネA及びケアマネBと表記しているが、ケアマネージャの実際の名前が表示されてもよいし、ケアマネージャに割り当てられた顧客コードが表示されてもよい。また、図5では、吹き出し31、32にケアマネージャを区別して表すための画像が表示されているが、この画像が表示されなくてもよい。 FIG. 5 is an example of a display mode in the presentation unit 8 of information including a plurality of evaluation information and a plurality of explanatory information. In FIG. 5, the presentation unit 8 is provided in the mobile terminal 11 and is illustrated as a touch panel display that also serves as an operation unit 7. In the presentation unit 8, a map of the vicinity of the business establishment to which each business destination (care manager) belongs is displayed. The plurality of evaluation information and the plurality of explanatory information are displayed in the balloons 31 and 32. The positions pointed out by the balloons 31 and 32 correspond to the addresses (location information) of the business establishments to which each business destination (care manager) belongs. In FIG. 5, the names of the care managers corresponding to the business destinations are described as care manager A and care manager B, but the actual name of the care manager may be displayed, or the customer assigned to the care manager. The code may be displayed. Further, in FIG. 5, an image for distinguishing the care manager is displayed in the balloons 31 and 32, but this image may not be displayed.
 以上説明した営業支援システム1によれば、営業者は、評価情報が信頼できる情報か否かを、説明情報を判断材料として用いて判断することができる。これにより、出力部6から評価情報だけが出力される場合と比較して、評価情報が営業者から信頼を得られる可能性を高めることができる。そのため、営業者が営業支援システム1を利用する頻度の向上が見込めるので、営業効率の向上を図ることができる。さらに、営業者は、説明情報を参照することで、評価情報の推定ロジックについての理解を深めることができるので、営業者自身に備わるノウハウ(営業効率の向上に関するノウハウ)の改善を図ることができる。 According to the sales support system 1 described above, the business operator can judge whether or not the evaluation information is reliable information by using the explanatory information as a judgment material. As a result, it is possible to increase the possibility that the evaluation information can be trusted by the business operator as compared with the case where only the evaluation information is output from the output unit 6. Therefore, it is expected that the frequency with which the business operator uses the sales support system 1 can be improved, so that the sales efficiency can be improved. Furthermore, since the sales person can deepen the understanding of the estimation logic of the evaluation information by referring to the explanatory information, it is possible to improve the know-how (know-how related to the improvement of sales efficiency) possessed by the sales person himself / herself. ..
 (変形例)
 以下、実施形態の変形例を列挙する。以下の変形例は、適宜組み合わせて実現されてもよい。
(Modification example)
Hereinafter, modifications of the embodiment are listed. The following modifications may be realized in appropriate combinations.
 営業支援システム1と同様の機能は、営業支援方法、(コンピュータ)プログラム、又はプログラムを記録した非一時的記録媒体等で具現化されてもよい。 The same function as the sales support system 1 may be realized by a sales support method, a (computer) program, a non-temporary recording medium on which the program is recorded, or the like.
 一態様に係る営業支援方法は、取得処理と、推定処理と、ロジック構成処理と、出力処理と、を備えている。取得処理では、特定の営業先に関する営業情報を取得する。推定処理では、取得処理で取得した営業情報に基づいて、特定の営業先との契約に関する評価情報を推定する。ロジック構成処理では、取得処理で取得した営業情報及び推定処理で推定された評価情報に基づいて、説明情報を生成する。説明情報は、推定処理で推定された評価情報の推定ロジックについての説明に関する情報である。出力処理では、推定処理で推定された評価情報及びロジック構成処理で生成された説明情報を出力する。 The sales support method according to one aspect includes acquisition processing, estimation processing, logic configuration processing, and output processing. In the acquisition process, sales information related to a specific business destination is acquired. In the estimation process, evaluation information regarding a contract with a specific business partner is estimated based on the sales information acquired in the acquisition process. In the logic configuration process, explanatory information is generated based on the sales information acquired in the acquisition process and the evaluation information estimated in the estimation process. The explanatory information is information related to the explanation of the estimation logic of the evaluation information estimated by the estimation process. In the output process, the evaluation information estimated by the estimation process and the explanatory information generated by the logic configuration process are output.
 別の一態様に係る営業支援方法は、ロジック構成処理と、出力処理と、を備えている。ロジック構成処理では、説明情報を営業情報及び評価情報に基づいて生成する。営業情報は、特定の営業先に関する。評価情報は、特定の営業先との契約に関する。評価情報は、営業情報に基づいて推定される。説明情報は、評価情報の推定ロジックについての説明に関する情報である。出力処理では、ロジック構成処理で生成された説明情報を出力する。 The sales support method according to another aspect includes logic configuration processing and output processing. In the logic configuration process, explanatory information is generated based on sales information and evaluation information. Business information relates to a specific business destination. The evaluation information relates to a contract with a specific business partner. Evaluation information is estimated based on sales information. The explanatory information is information relating to the explanation of the estimation logic of the evaluation information. In the output process, the explanatory information generated in the logic configuration process is output.
 一態様に係るプログラムは、上記のいずれかの営業支援方法を、1以上のプロセッサに実行させるためのプログラムである。 The program according to one aspect is a program for causing one or more processors to execute any of the above sales support methods.
 本開示における営業支援システム1は、コンピュータシステムを含んでいる。コンピュータシステムは、ハードウェアとしてのプロセッサ及びメモリを主構成とする。コンピュータシステムのメモリに記録されたプログラムをプロセッサが実行することによって、本開示における営業支援システム1としての機能が実現される。プログラムは、コンピュータシステムのメモリに予め記録されてもよく、電気通信回線を通じて提供されてもよく、コンピュータシステムで読み取り可能なメモリカード、光学ディスク、ハードディスクドライブ等の非一時的記録媒体に記録されて提供されてもよい。コンピュータシステムのプロセッサは、半導体集積回路(IC)又は大規模集積回路(LSI)を含む1ないし複数の電子回路で構成される。ここでいうIC又はLSI等の集積回路は、集積の度合いによって呼び方が異なっており、システムLSI、VLSI(Very Large Scale Integration)、又はULSI(Ultra Large Scale Integration)と呼ばれる集積回路を含む。さらに、LSIの製造後にプログラムされる、FPGA(Field-Programmable Gate Array)、又はLSI内部の接合関係の再構成若しくはLSI内部の回路区画の再構成が可能な論理デバイスについても、プロセッサとして採用することができる。複数の電子回路は、1つのチップに集約されていてもよいし、複数のチップに分散して設けられていてもよい。複数のチップは、1つの装置に集約されていてもよいし、複数の装置に分散して設けられていてもよい。ここでいうコンピュータシステムは、1以上のプロセッサ及び1以上のメモリを有するマイクロコントローラを含む。したがって、マイクロコントローラについても、半導体集積回路又は大規模集積回路を含む1ないし複数の電子回路で構成される。 The sales support system 1 in the present disclosure includes a computer system. The main configuration of a computer system is a processor and memory as hardware. When the processor executes the program recorded in the memory of the computer system, the function as the sales support system 1 in the present disclosure is realized. The program may be pre-recorded in the memory of the computer system, may be provided through a telecommunications line, and may be recorded on a non-temporary recording medium such as a memory card, optical disk, hard disk drive, etc. that can be read by the computer system. May be provided. A processor in a computer system is composed of one or more electronic circuits including a semiconductor integrated circuit (IC) or a large scale integrated circuit (LSI). The integrated circuit such as an IC or LSI referred to here has a different name depending on the degree of integration, and includes an integrated circuit called a system LSI, VLSI (Very Large Scale Integration), or ULSI (Ultra Large Scale Integration). Further, an FPGA (Field-Programmable Gate Array) programmed after the LSI is manufactured, or a logical device capable of reconfiguring the junction relationship inside the LSI or reconfiguring the circuit partition inside the LSI should also be adopted as a processor. Can be done. A plurality of electronic circuits may be integrated on one chip, or may be distributed on a plurality of chips. The plurality of chips may be integrated in one device, or may be distributed in a plurality of devices. The computer system referred to here includes a microcontroller having one or more processors and one or more memories. Therefore, the microcontroller is also composed of one or more electronic circuits including a semiconductor integrated circuit or a large-scale integrated circuit.
 また、営業支援システム1における複数の機能が、1つの筐体内に集約されていることは営業支援システム1に必須の構成ではなく、営業支援システム1の構成要素は、複数の筐体に分散して設けられていてもよい。例えば、ロジック構成部5、推定モデル生成部3及び推定部4が分散して設けられていてもよい。さらに、営業支援システム1の少なくとも一部の機能、例えば、推定モデル生成部3、推定部4、ロジック構成部5及び入力受付部12の少なくとも一部の機能がクラウド(クラウドコンピューティング)等によって実現されてもよい。 Further, it is not an essential configuration for the sales support system 1 that a plurality of functions in the sales support system 1 are integrated in one housing, and the components of the sales support system 1 are dispersed in a plurality of housings. It may be provided. For example, the logic configuration unit 5, the estimation model generation unit 3, and the estimation unit 4 may be provided in a distributed manner. Further, at least a part of the functions of the sales support system 1, for example, at least a part of the functions of the estimation model generation unit 3, the estimation unit 4, the logic configuration unit 5, and the input reception unit 12 are realized by the cloud (cloud computing) or the like. May be done.
 営業支援システム1は、ナビゲーションシステム(カーナビゲーションシステム等)と一体に構成されてもよい。すなわち、ナビゲーションシステムのルート案内画面に、複数の評価情報及び複数の説明情報が表示されてもよい。さらに、営業支援システム1が複数の評価情報及び複数の説明情報を出力することに連動して、ナビゲーションシステムが各営業先へのルート検索を行ってもよい。 The sales support system 1 may be integrally configured with a navigation system (car navigation system, etc.). That is, a plurality of evaluation information and a plurality of explanatory information may be displayed on the route guidance screen of the navigation system. Further, the navigation system may perform a route search to each business destination in conjunction with the sales support system 1 outputting a plurality of evaluation information and a plurality of explanatory information.
 営業支援システム1は、個々の営業先に関する営業情報に基づいて評価情報及び説明情報を出力する機能に加えて、複数の営業先に関する営業情報を集約し、集約した営業情報に基づいて評価情報及び説明情報を出力する機能を有していてもよい。例えば、複数のケアマネージャが共通の事業所に属している場合に、営業支援システム1は、これらの複数のケアマネージャを含むグループに関する営業情報を集約し、集約した営業情報に基づいて、評価情報及び説明情報を出力してもよい。あるいは、複数のケアマネージャが共通のエンドユーザを担当している場合に、営業支援システム1は、これらの複数のケアマネージャを含むグループに関する営業情報を集約し、集約した営業情報に基づいて、評価情報及び説明情報を出力してもよい。 The sales support system 1 has a function of outputting evaluation information and explanatory information based on sales information about individual business partners, and also aggregates sales information about a plurality of business partners, and evaluates information and evaluation information based on the aggregated sales information. It may have a function to output explanatory information. For example, when a plurality of care managers belong to a common business establishment, the sales support system 1 aggregates sales information about a group including these plurality of care managers, and evaluates information based on the aggregated sales information. And explanatory information may be output. Alternatively, when a plurality of care managers are in charge of a common end user, the sales support system 1 aggregates sales information about a group including these multiple care managers and evaluates based on the aggregated sales information. Information and explanatory information may be output.
 すなわち、推定部4は、取得部2が取得した複数の営業情報に基づいて、2つ以上の営業先を含むグループと対応する評価情報を推定してもよい。ロジック構成部5は、取得部2が取得した複数の営業情報及び推定部4で推定された評価情報に基づいて、当該グループと対応する説明情報を生成してもよい。 That is, the estimation unit 4 may estimate the evaluation information corresponding to the group including two or more business destinations based on the plurality of business information acquired by the acquisition unit 2. The logic configuration unit 5 may generate explanatory information corresponding to the group based on the plurality of sales information acquired by the acquisition unit 2 and the evaluation information estimated by the estimation unit 4.
 複数の営業先の各々は、1人のケアマネージャと、このケアマネージャが担当する1又は複数のエンドユーザとの集合に限定されない。複数の営業先の各々は、複数のケアマネージャと、この複数のケアマネージャが担当する1又は複数のエンドユーザとの集合であってもよい。また、複数の営業先の各々は、1人の人又は1つの事業所であってもよい。また、複数の営業先の各々は、複数の事業所の集合であってもよい。また、複数の営業先の各々は、1又は複数の人と、1又は複数の事業所との集合であってもよい。 Each of the plurality of business partners is not limited to a set of one care manager and one or more end users in charge of this care manager. Each of the plurality of business partners may be a set of a plurality of care managers and one or a plurality of end users in charge of the plurality of care managers. In addition, each of the plurality of business partners may be one person or one business establishment. In addition, each of the plurality of business partners may be a set of a plurality of business establishments. In addition, each of the plurality of business partners may be a set of one or a plurality of people and one or a plurality of business establishments.
 営業先が人又は事業所の集合からなる場合は、「特定の営業先」とは、営業先に属する少なくとも1人の人又は少なくとも1つの事業所が特定されている営業先を意味する。 When a business partner consists of a group of people or business establishments, the "specific business partner" means a business partner to which at least one person or at least one business establishment belongs to the business partner.
 ロジック構成部5は、複数の営業先のうち、比較対象となる2つ以上の営業先を所定のロジックに基づいて決定する機能を有していてもよい。さらに、ロジック構成部5は、決定した2つ以上の営業先と一対一で対応する2つ以上の営業情報の比較結果に関する比較情報を生成する機能を更に有していてもよい。比較情報の生成プロセスとしては、実施形態において操作部7への操作により比較対象が決定された場合と同様のプロセスを採用することができる。比較対象となる2つ以上の営業先を決定するためのロジックは、例えば、所定の条件に当てはまる複数の営業先を、比較対象として決定するという内容である。所定の条件は、例えば、営業支援システム1に入力された位置情報に対応する所定のエリア内に住所が存在するという条件を含む。また、所定の条件は、例えば、推定部4で推定された成約率が所定値以上であるという条件を含む。この態様では、操作部7にて比較対象を決定する操作が不要である。 The logic configuration unit 5 may have a function of determining two or more business partners to be compared among a plurality of business partners based on a predetermined logic. Further, the logic configuration unit 5 may further have a function of generating comparison information regarding a comparison result of two or more business information having a one-to-one correspondence with the determined two or more business partners. As the process for generating the comparison information, the same process as in the case where the comparison target is determined by the operation on the operation unit 7 in the embodiment can be adopted. The logic for determining two or more business partners to be compared is, for example, to determine a plurality of business partners that meet a predetermined condition as comparison targets. The predetermined condition includes, for example, a condition that the address exists in the predetermined area corresponding to the location information input to the sales support system 1. Further, the predetermined condition includes, for example, a condition that the contract closing rate estimated by the estimation unit 4 is equal to or higher than the predetermined value. In this embodiment, the operation unit 7 does not need to determine the comparison target.
 実施形態のロジック構成部5は、営業情報に含まれる複数の項目のうち、特定の分類(受注有り)に分類される際に参照された頻度(参照頻度)を求めることで、説明情報を生成する。これに対して、ロジック構成部5は、評価情報に対応するパラメータ(例えば、成約率)と各項目に対応するパラメータとの相関係数を求めることで、説明情報を生成してもよい。各項目に対応するパラメータとは、例えば、営業先(エンドユーザ)との契約金額、営業先(エンドユーザ)の平均年齢、及び、営業先のケアマネージャが担当するエンドユーザの人数等である。ロジック構成部5は、例えば、複数の営業先の各々の成約率と、複数の営業先の各々に関する営業情報に含まれる複数のパラメータとの相関係数を求める。ロジック構成部5が第1の営業先と第2の営業先とを比較する場合には、1つのパラメータごとに、第1の営業先に関するパラメータと第2の営業先に関するパラメータとの差分が算出される。ロジック構成部5は、この差分が比較的大きく、かつ、成約率との相関係数の絶対値が比較的大きいパラメータ(以下、原因パラメータと称す)を、説明情報(第1の営業先と第2の営業先との比較情報)を構成する要素に含める。ロジック構成部5は、例えば、第1の営業先と第2の営業先とで原因パラメータが異なっていることによって成約率に差が生じている、ということを表す文言を、説明情報に含まれる情報として生成する。 The logic component 5 of the embodiment generates explanatory information by obtaining the frequency (reference frequency) referred to when being classified into a specific classification (with orders) among a plurality of items included in the sales information. To do. On the other hand, the logic configuration unit 5 may generate explanatory information by obtaining the correlation coefficient between the parameter corresponding to the evaluation information (for example, the contract rate) and the parameter corresponding to each item. The parameters corresponding to each item are, for example, the contract amount with the business partner (end user), the average age of the business partner (end user), the number of end users in charge of the care manager of the business partner, and the like. The logic configuration unit 5 obtains, for example, a correlation coefficient between the contract rate of each of the plurality of business partners and a plurality of parameters included in the business information regarding each of the plurality of business partners. When the logic component 5 compares the first business partner and the second business partner, the difference between the parameter related to the first business partner and the parameter related to the second business partner is calculated for each parameter. Will be done. The logic component 5 provides explanatory information (first business partner and first) for parameters (hereinafter referred to as cause parameters) in which the difference is relatively large and the absolute value of the correlation coefficient with the contract rate is relatively large. Included in the constituent elements (comparison information with 2 business partners). The logic component 5 includes, for example, a wording indicating that the contract rate is different due to the difference in the cause parameter between the first business partner and the second business partner in the explanatory information. Generate as information.
 推定モデル生成部3が複数の推定モデルを生成するために学習用データとして用いる情報は、営業者の複数の営業先に関する複数の営業情報に限定されず、複数の営業情報以外の情報を含んでいてもよい。複数の営業情報以外の情報の一例は、営業者の現在の営業先以外の営業先との契約実績の情報、及び、営業者とは別の営業者による契約実績の情報である。複数の営業情報以外の情報の別の一例は、営業先が住所を有する地域における年収が所定金額以上の高齢者世帯数、当該地域の同業者数、病院数、及び、介護事業所数等である。 The information used as learning data for the estimation model generation unit 3 to generate a plurality of estimation models is not limited to a plurality of sales information regarding a plurality of business destinations of the business operator, and includes information other than the plurality of business information. You may. An example of a plurality of information other than the business information is information on the contract record of the business operator with a business partner other than the current business partner, and information on the contract record by a business operator other than the business operator. Another example of information other than multiple business information is the number of elderly households whose annual income is equal to or greater than the specified amount in the area where the business is located, the number of peers in the area, the number of hospitals, the number of long-term care establishments, etc. is there.
 (まとめ)
 以上説明した実施形態等から、以下の態様が開示されている。
(Summary)
From the embodiments described above, the following aspects are disclosed.
 第1の態様に係る営業支援システム(1)は、取得部(2)と、推定部(4)と、ロジック構成部(5)と、出力部(6)と、を備える。取得部(2)は、特定の営業先に関する営業情報を取得する。推定部(4)は、取得部(2)が取得した営業情報に基づいて、特定の営業先との契約に関する評価情報を推定する。ロジック構成部(5)は、取得部(2)が取得した営業情報及び推定部(4)で推定された評価情報に基づいて、説明情報を生成する。説明情報は、推定部(4)で推定された評価情報の推定ロジックについての説明に関する情報である。出力部(6)は、推定部(4)で推定された評価情報及びロジック構成部(5)で生成された説明情報を出力する。 The sales support system (1) according to the first aspect includes an acquisition unit (2), an estimation unit (4), a logic configuration unit (5), and an output unit (6). The acquisition department (2) acquires sales information related to a specific business destination. The estimation unit (4) estimates the evaluation information regarding the contract with a specific business partner based on the sales information acquired by the acquisition unit (2). The logic configuration unit (5) generates explanatory information based on the sales information acquired by the acquisition unit (2) and the evaluation information estimated by the estimation unit (4). The explanatory information is information related to the explanation of the estimation logic of the evaluation information estimated by the estimation unit (4). The output unit (6) outputs the evaluation information estimated by the estimation unit (4) and the explanatory information generated by the logic configuration unit (5).
 上記の構成によれば、出力部(6)は、特定の営業先との契約に関する評価情報だけではなく、評価情報の推定ロジックについての説明に関する説明情報をも出力するので、評価情報が利用者から信頼を得られる可能性を高めることができる。 According to the above configuration, the output unit (6) outputs not only the evaluation information regarding the contract with the specific business partner but also the explanatory information regarding the explanation about the estimation logic of the evaluation information, so that the evaluation information is the user. You can increase the chances of gaining trust from.
 また、第2の態様に係る営業支援システム(1)では、第1の態様において、評価情報は、特定の営業先との契約の成否に関する情報を含む。 Further, in the sales support system (1) according to the second aspect, in the first aspect, the evaluation information includes information regarding the success or failure of the contract with a specific business partner.
 上記の構成によれば、営業担当者等は、評価情報及び説明情報を参照して、契約の成否を判断することができる。 According to the above configuration, the sales person or the like can judge the success or failure of the contract by referring to the evaluation information and the explanatory information.
 また、第3の態様に係る営業支援システム(1)では、第1又は2の態様において、取得部(2)は、複数の特定の営業先と一対一で対応する複数の営業情報を取得する。推定部(4)は、取得部(2)が取得した複数の営業情報に基づいて、複数の特定の営業先と一対一で対応する複数の評価情報を推定する。ロジック構成部(5)は、取得部(2)が取得した複数の営業情報及び推定部(4)で推定された複数の評価情報に基づいて、複数の特定の営業先と一対一で対応する複数の説明情報を生成する。 Further, in the sales support system (1) according to the third aspect, in the first or second aspect, the acquisition unit (2) acquires a plurality of sales information corresponding to one-to-one with a plurality of specific business partners. .. The estimation unit (4) estimates a plurality of evaluation information having a one-to-one correspondence with a plurality of specific business partners based on the plurality of business information acquired by the acquisition unit (2). The logic configuration unit (5) has a one-to-one correspondence with a plurality of specific business partners based on a plurality of sales information acquired by the acquisition unit (2) and a plurality of evaluation information estimated by the estimation unit (4). Generate multiple explanatory information.
 上記の構成によれば、複数の特定の営業先のそれぞれの評価情報及び説明情報が得られる。 According to the above configuration, evaluation information and explanatory information of each of a plurality of specific business partners can be obtained.
 また、第4の態様に係る営業支援システム(1)では、第3の態様において、複数の説明情報の少なくとも一部は、複数の営業情報のうち2つ以上の特定の営業先と一対一で対応する2つ以上の営業情報の比較結果に関する比較情報を含む。 Further, in the sales support system (1) according to the fourth aspect, in the third aspect, at least a part of the plurality of explanatory information is one-to-one with two or more specific business partners among the plurality of sales information. Includes comparative information about the comparison results of two or more corresponding sales information.
 上記の構成によれば、営業担当者等は、比較情報を参照して、2つ以上の特定の営業先を比較することができる。 According to the above configuration, a sales person or the like can compare two or more specific business partners with reference to the comparison information.
 また、第5の態様に係る営業支援システム(1)は、第4の態様において、入力受付部(12)を更に備える。入力受付部(12)は、複数の特定の営業先のうち、比較対象となる2つ以上の特定の営業先を決定する入力を受け付ける。 Further, the sales support system (1) according to the fifth aspect further includes an input receiving unit (12) in the fourth aspect. The input receiving unit (12) receives an input for determining two or more specific business partners to be compared among a plurality of specific business partners.
 上記の構成によれば、入力受付部(12)への入力により、比較対象となる2つ以上の特定の営業先を決定できるので、営業支援システム(1)の利便性が向上する。 According to the above configuration, the convenience of the sales support system (1) is improved because two or more specific business destinations to be compared can be determined by inputting to the input reception unit (12).
 また、第6の態様に係る営業支援システム(1)では、第4又は5の態様において、ロジック構成部(5)は、複数の特定の営業先のうち、比較対象となる2つ以上の特定の営業先を所定のロジックに基づいて決定する機能を有する。 Further, in the sales support system (1) according to the sixth aspect, in the fourth or fifth aspect, the logic component unit (5) identifies two or more of a plurality of specific business partners to be compared. It has a function to determine the business destination of the company based on a predetermined logic.
 上記の構成によれば、比較対象となる2つ以上の特定の営業先が自動で決定されるので、営業支援システム(1)の利便性が向上する。 According to the above configuration, two or more specific business partners to be compared are automatically determined, so that the convenience of the sales support system (1) is improved.
 また、第7の態様に係る営業支援システム(1)では、第3~6の態様のいずれか1つにおいて、推定部(4)は、取得部(2)が取得した複数の営業情報に基づいて、評価情報を推定する。評価情報は、複数の特定の営業先のうち2つ以上の特定の営業先を含むグループと対応する。ロジック構成部(5)は、取得部(2)が取得した複数の営業情報及び推定部(4)で推定された評価情報に基づいて、グループと対応する説明情報を生成する。 Further, in the sales support system (1) according to the seventh aspect, in any one of the third to sixth aspects, the estimation unit (4) is based on a plurality of sales information acquired by the acquisition unit (2). To estimate the evaluation information. The evaluation information corresponds to a group including two or more specific business partners among a plurality of specific business partners. The logic configuration unit (5) generates explanatory information corresponding to the group based on the plurality of sales information acquired by the acquisition unit (2) and the evaluation information estimated by the estimation unit (4).
 上記の構成によれば、グループごとの評価情報及び説明情報が得られる。 According to the above configuration, evaluation information and explanatory information for each group can be obtained.
 また、第8の態様に係る営業支援システム(1)では、第3~7の態様のいずれか1つにおいて、出力部(6)は、推定部(4)で推定された複数の評価情報及びロジック構成部(5)で生成された複数の説明情報を、リスト形式で出力する。 Further, in the sales support system (1) according to the eighth aspect, in any one of the third to seventh aspects, the output unit (6) has a plurality of evaluation information estimated by the estimation unit (4) and a plurality of evaluation information. A plurality of explanatory information generated by the logic configuration unit (5) is output in a list format.
 上記の構成によれば、営業担当者等が評価情報及び説明情報を参照しやすい。 According to the above configuration, it is easy for sales staff and the like to refer to evaluation information and explanatory information.
 また、第9の態様に係る営業支援システム(1)では、第1~8の態様のいずれか1つにおいて、出力部(6)は、推定部(4)で推定された評価情報及びロジック構成部(5)で生成された説明情報を、特定の営業先の位置情報と関連付けて出力する。 Further, in the sales support system (1) according to the ninth aspect, in any one of the first to eighth aspects, the output unit (6) has the evaluation information and the logic configuration estimated by the estimation unit (4). The explanatory information generated in the part (5) is output in association with the location information of a specific business destination.
 上記の構成によれば、営業担当者等が評価情報及び説明情報を参照しやすい。 According to the above configuration, it is easy for sales staff and the like to refer to evaluation information and explanatory information.
 また、第10の態様に係る営業支援システム(1)は、第1~9の態様のいずれか1つにおいて、提示部(8)を更に備える。提示部(8)は、出力部(6)から出力された評価情報及び説明情報を提示する。 Further, the sales support system (1) according to the tenth aspect further includes a presentation unit (8) in any one of the first to ninth aspects. The presentation unit (8) presents the evaluation information and the explanatory information output from the output unit (6).
 上記の構成によれば、評価情報及び説明情報を提示する提示部(8)を一体に備えた営業支援システム(1)を提供できる。 According to the above configuration, it is possible to provide a sales support system (1) integrally provided with a presentation unit (8) that presents evaluation information and explanatory information.
 第1の態様以外の構成については、営業支援システム(1)に必須の構成ではなく、適宜省略可能である。 Configurations other than the first aspect are not essential configurations for the sales support system (1) and can be omitted as appropriate.
 また、第11の態様に係る営業支援方法は、取得処理と、推定処理と、ロジック構成処理と、出力処理と、を備えている。取得処理では、特定の営業先に関する営業情報を取得する。推定処理では、取得処理で取得した営業情報に基づいて、特定の営業先との契約に関する評価情報を推定する。ロジック構成処理では、取得処理で取得した営業情報及び推定処理で推定された評価情報に基づいて、説明情報を生成する。説明情報は、推定処理で推定された評価情報の推定ロジックについての説明に関する情報である。出力処理では、推定処理で推定された評価情報及びロジック構成処理で生成された説明情報を出力する。 Further, the sales support method according to the eleventh aspect includes acquisition processing, estimation processing, logic configuration processing, and output processing. In the acquisition process, sales information related to a specific business destination is acquired. In the estimation process, evaluation information regarding a contract with a specific business partner is estimated based on the sales information acquired in the acquisition process. In the logic configuration process, explanatory information is generated based on the sales information acquired in the acquisition process and the evaluation information estimated in the estimation process. The explanatory information is information related to the explanation of the estimation logic of the evaluation information estimated by the estimation process. In the output process, the evaluation information estimated by the estimation process and the explanatory information generated by the logic configuration process are output.
 上記の構成によれば、出力処理では、特定の営業先との契約に関する評価情報だけではなく、評価情報の推定ロジックについての説明に関する説明情報をも出力するので、評価情報が利用者から信頼を得られる可能性を高めることができる。 According to the above configuration, in the output process, not only the evaluation information regarding the contract with a specific business partner but also the explanatory information regarding the explanation about the estimation logic of the evaluation information is output, so that the evaluation information is trusted by the user. The possibility of obtaining it can be increased.
 また、第12の態様に係る営業支援方法は、ロジック構成処理と、出力処理と、を備えている。ロジック構成処理では、説明情報を営業情報及び評価情報に基づいて生成する。営業情報は、特定の営業先に関する。評価情報は、特定の営業先との契約に関する。評価情報は、営業情報に基づいて推定される。説明情報は、評価情報の推定ロジックについての説明に関する情報である。出力処理では、ロジック構成処理で生成された説明情報を出力する。 Further, the sales support method according to the twelfth aspect includes logic configuration processing and output processing. In the logic configuration process, explanatory information is generated based on sales information and evaluation information. Business information relates to a specific business destination. The evaluation information relates to a contract with a specific business partner. Evaluation information is estimated based on sales information. The explanatory information is information relating to the explanation of the estimation logic of the evaluation information. In the output process, the explanatory information generated in the logic configuration process is output.
 上記の構成によれば、出力処理では、特定の営業先との契約に関する評価情報の推定ロジックについての説明に関する説明情報を出力するので、評価情報が利用者から信頼を得られる可能性を高めることができる。 According to the above configuration, in the output process, explanatory information regarding the explanation of the estimation logic of the evaluation information regarding the contract with a specific business partner is output, so that the possibility that the evaluation information can be trusted by the user is increased. Can be done.
 また、第13の態様に係るプログラムは、第11又は12の態様に係る営業支援方法を、1以上のプロセッサに実行させるためのプログラムである。 Further, the program according to the thirteenth aspect is a program for causing one or more processors to execute the sales support method according to the eleventh or twelfth aspect.
 上記の構成によれば、評価情報が利用者から信頼を得られる可能性を高めることができる。 According to the above configuration, it is possible to increase the possibility that the evaluation information will be trusted by the user.
 上記態様に限らず、実施形態に係る営業支援システム1の種々の構成(変形例を含む)は、営業支援方法及びプログラムにて具現化可能である。 Not limited to the above aspect, various configurations (including modified examples) of the sales support system 1 according to the embodiment can be embodied by the sales support method and the program.
1 営業支援システム
2 取得部
4 推定部
5 ロジック構成部
6 出力部
12 入力受付部
8 提示部
1 Sales support system 2 Acquisition unit 4 Estimate unit 5 Logic configuration unit 6 Output unit 12 Input reception unit 8 Presentation unit

Claims (13)

  1.  特定の営業先に関する営業情報を取得する取得部と、
     前記取得部が取得した前記営業情報に基づいて、前記特定の営業先との契約に関する評価情報を推定する推定部と、
     前記取得部が取得した前記営業情報及び前記推定部で推定された前記評価情報に基づいて、前記推定部で推定された前記評価情報の推定ロジックについての説明に関する説明情報を生成するロジック構成部と、
     前記推定部で推定された前記評価情報及び前記ロジック構成部で生成された前記説明情報を出力する出力部と、を備える、
     営業支援システム。
    The acquisition department that acquires sales information about a specific business partner,
    An estimation unit that estimates evaluation information related to a contract with the specific business partner based on the sales information acquired by the acquisition unit.
    Based on the sales information acquired by the acquisition unit and the evaluation information estimated by the estimation unit, a logic component unit that generates explanatory information regarding an explanation of the estimation logic of the evaluation information estimated by the estimation unit. ,
    It includes an output unit that outputs the evaluation information estimated by the estimation unit and the explanatory information generated by the logic component unit.
    Sales support system.
  2.  前記評価情報は、前記特定の営業先との契約の成否に関する情報を含む、
     請求項1に記載の営業支援システム。
    The evaluation information includes information regarding the success or failure of a contract with the specific business partner.
    The sales support system according to claim 1.
  3.  前記取得部は、複数の特定の営業先と一対一で対応する複数の営業情報を取得し、
     前記推定部は、前記取得部が取得した前記複数の営業情報に基づいて、前記複数の特定の営業先と一対一で対応する複数の評価情報を推定し、
     前記ロジック構成部は、前記取得部が取得した前記複数の営業情報及び前記推定部で推定された前記複数の評価情報に基づいて、前記複数の特定の営業先と一対一で対応する複数の説明情報を生成する、
     請求項1又は2に記載の営業支援システム。
    The acquisition unit acquires a plurality of sales information corresponding to a plurality of specific business partners on a one-to-one basis.
    Based on the plurality of business information acquired by the acquisition unit, the estimation unit estimates a plurality of evaluation information having a one-to-one correspondence with the plurality of specific business partners.
    The logic component unit has a plurality of descriptions that correspond one-to-one with the plurality of specific business partners based on the plurality of business information acquired by the acquisition unit and the plurality of evaluation information estimated by the estimation unit. Generate information,
    The sales support system according to claim 1 or 2.
  4.  前記複数の説明情報の少なくとも一部は、前記複数の営業情報のうち2つ以上の特定の営業先と一対一で対応する2つ以上の営業情報の比較結果に関する比較情報を含む、
     請求項3に記載の営業支援システム。
    At least a part of the plurality of explanatory information includes comparative information regarding a comparison result of two or more business information having a one-to-one correspondence with two or more specific business partners among the plurality of business information.
    The sales support system according to claim 3.
  5.  前記複数の特定の営業先のうち、比較対象となる前記2つ以上の特定の営業先を決定する入力を受け付ける入力受付部を更に備える、
     請求項4に記載の営業支援システム。
    Further provided with an input receiving unit that accepts input for determining the two or more specific business partners to be compared among the plurality of specific business partners.
    The sales support system according to claim 4.
  6.  前記ロジック構成部は、前記複数の特定の営業先のうち、比較対象となる前記2つ以上の特定の営業先を所定のロジックに基づいて決定する機能を有する、
     請求項4又は5に記載の営業支援システム。
    The logic component has a function of determining two or more specific business partners to be compared among the plurality of specific business partners based on a predetermined logic.
    The sales support system according to claim 4 or 5.
  7.  前記推定部は、前記取得部が取得した前記複数の営業情報に基づいて、前記複数の特定の営業先のうち2つ以上の特定の営業先を含むグループと対応する評価情報を推定し、
     前記ロジック構成部は、前記取得部が取得した前記複数の営業情報及び前記推定部で推定された前記評価情報に基づいて、前記グループと対応する説明情報を生成する、
     請求項3~6のいずれか一項に記載の営業支援システム。
    Based on the plurality of business information acquired by the acquisition unit, the estimation unit estimates evaluation information corresponding to a group including two or more specific business partners among the plurality of specific business partners.
    The logic configuration unit generates explanatory information corresponding to the group based on the plurality of business information acquired by the acquisition unit and the evaluation information estimated by the estimation unit.
    The sales support system according to any one of claims 3 to 6.
  8.  前記出力部は、前記推定部で推定された前記複数の評価情報及び前記ロジック構成部で生成された前記複数の説明情報を、リスト形式で出力する、
     請求項3~7のいずれか一項に記載の営業支援システム。
    The output unit outputs the plurality of evaluation information estimated by the estimation unit and the plurality of explanatory information generated by the logic configuration unit in a list format.
    The sales support system according to any one of claims 3 to 7.
  9.  前記出力部は、前記推定部で推定された前記評価情報及び前記ロジック構成部で生成された前記説明情報を、前記特定の営業先の位置情報と関連付けて出力する、
     請求項1~8のいずれか一項に記載の営業支援システム。
    The output unit outputs the evaluation information estimated by the estimation unit and the explanatory information generated by the logic configuration unit in association with the location information of the specific business destination.
    The sales support system according to any one of claims 1 to 8.
  10.  前記出力部から出力された前記評価情報及び前記説明情報を提示する提示部を更に備える、
     請求項1~9のいずれか一項に記載の営業支援システム。
    A presentation unit for presenting the evaluation information and the explanatory information output from the output unit is further provided.
    The sales support system according to any one of claims 1 to 9.
  11.  特定の営業先に関する営業情報を取得する取得処理と、
     前記取得処理で取得した前記営業情報に基づいて、前記特定の営業先との契約に関する評価情報を推定する推定処理と、
     前記取得処理で取得した前記営業情報及び前記推定処理で推定された前記評価情報に基づいて、前記推定処理で推定された前記評価情報の推定ロジックについての説明に関する説明情報を生成するロジック構成処理と、
     前記推定処理で推定された前記評価情報及び前記ロジック構成処理で生成された前記説明情報を出力する出力処理と、を備える、
     営業支援方法。
    Acquisition process to acquire sales information about a specific business partner,
    Based on the sales information acquired in the acquisition process, an estimation process for estimating evaluation information regarding a contract with the specific business partner, and an estimation process.
    Based on the business information acquired in the acquisition process and the evaluation information estimated in the estimation process, a logic configuration process for generating explanatory information regarding an explanation of the estimation logic of the evaluation information estimated in the estimation process. ,
    An output process for outputting the evaluation information estimated by the estimation process and the explanatory information generated by the logic configuration process is provided.
    Sales support method.
  12.  特定の営業先に関する営業情報に基づいて推定された、前記特定の営業先との契約に関する評価情報の推定ロジックについての説明に関する説明情報を、前記営業情報及び前記評価情報に基づいて生成するロジック構成処理と、
     前記ロジック構成処理で生成された前記説明情報を出力する出力処理と、を備える、
     営業支援方法。
    A logic configuration that generates explanatory information regarding the explanation of the estimation logic of the evaluation information regarding the contract with the specific business partner, which is estimated based on the sales information about the specific business partner, based on the sales information and the evaluation information. Processing and
    It includes an output process for outputting the explanatory information generated in the logic configuration process.
    Sales support method.
  13.  請求項11又は12に記載の営業支援方法を、1以上のプロセッサに実行させるための、
     プログラム。
    A method for causing one or more processors to execute the sales support method according to claim 11 or 12.
    program.
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JP2006127452A (en) * 2004-03-31 2006-05-18 Denso It Laboratory Inc Information presentation device and information presentation method
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