Customer management system, device, and program

Abstract

To provide a customer management system that can improve work efficiency.SOLUTION: Provided is a customer management system capable of performing customer management by connecting a user terminal and a customer management device via a network, the customer management device being configured to execute: a step (S200) of transmitting to the user terminal first state information for displaying, on a display unit of the user terminal, a base screen on which base information related to a customer is shown in a first state in which all of the base information shown on the base screen is visible; and a step (S210) of transmitting to the user terminal second state information for displaying, on the display unit of the user terminal, in a second state in which a specific screen on which a plurality of pieces of specific information of the base information is shown is superimposed on the base screen so that the base screen includes a visible area and an invisible area. The plurality of pieces of specific information is case information, person-in-charge information, and sales activity information.SELECTED DRAWING: Figure 4

Description

[Technical field]

[0001] The present invention relates to a customer management system, an apparatus, and a program for managing customers. [Background technology]

[0002] Generally, the amount of activity is a prerequisite for achieving sales results with customers, rather than the quality of sales content. In particular, in sales organizations that make several hundred telephone appointments (telemarketing) per day, in order to confirm customer information before sales, a customer management system (see, for example, Patent Document 1) may be used that displays a screen containing customer information (business partner information) stored on a server on the display unit of a terminal such as a personal computer or smartphone connected to the server via the Internet.

[0003] In such a customer management system, a user (sales representative) first displays screen A on the display unit of the terminal, which lists companies, and then clicks on an icon related to a desired company X in the list of companies, which causes screen X on the display unit to be displayed on the display unit with information about that company X (a screen transition is made from screen A to screen X). Next, if the user wants to see information about another company, the user clicks on an icon for returning to screen A, which causes screen A to be displayed on the display unit (a screen transition is made from screen A to screen X), and then clicks again on an icon related to another company Y, which causes screen Y on the display unit with information about the other company Y to be displayed (a screen transition is made from screen A to screen Y). In this way, the user can check information about various companies. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] JP 2018-180674 A Summary of the Invention [Problem to be solved by the invention]

[0005] However, in the above-mentioned customer management system, in order to check the information of various companies, it is necessary to repeatedly perform click operations and the associated screen transitions. This increases the number of operations and increases the number of operational errors associated with screen transitions, such as accidentally transitioning to a different screen, resulting in a problem of reduced work efficiency.

[0006] The present invention has been made in consideration of the above-mentioned points, and an object of the present invention is to provide a customer management system, device, and program that can improve work efficiency. [Means for solving the problem]

[0007] As a solution to achieve the above objective, The customer management system of the present invention comprises: A customer management system that enables customer management by connecting a user terminal and a customer management device via a network, The customer management device a process of transmitting first status information to a user terminal for displaying a base screen on which basic information relating to the customer is posted on a display unit of the user terminal in a first status in which all of the basic information posted on the base screen is visible; and transmitting to the user terminal second state information for displaying on the display unit of the user terminal in a second state in which a specific screen containing a plurality of specific information of the base information is superimposed on the base screen so that the base screen includes a visible area where the base screen is visible and an invisible area where the base screen is not visible. The plurality of pieces of specific information are characterized in that they are case information, person in charge information, and sales activity information.

[0008] The customer management device of the present invention comprises: A customer management device that is connected to a user terminal via a network and enables customer management, The customer management device a process of transmitting first status information to a user terminal for displaying a base screen on which basic information relating to the customer is posted on a display unit of the user terminal in a first status in which all of the basic information posted on the base screen is visible; and transmitting to the user terminal second state information for displaying on the display unit of the user terminal in a second state in which a specific screen containing a plurality of specific information of the base information is superimposed on the base screen so that the base screen includes a visible area where the base screen is visible and an invisible area where the base screen is not visible. The plurality of pieces of specific information are characterized in that they are case information, person in charge information, and sales activity information.

[0009] The program of the present invention comprises: A program used in a customer management device that is connected to a user terminal via a network and enables customer management, a process of transmitting first status information to a user terminal for displaying a base screen on which basic information relating to the customer is posted on a display unit of the user terminal in a first status in which all of the basic information posted on the base screen is visible; and transmitting to the user terminal second state information for displaying on the display unit of the user terminal in a second state in which a specific screen containing a plurality of specific information of the base information is superimposed on the base screen so as to include a visible area where the base screen is visible and an invisible area where the base screen is not visible, The plurality of pieces of specific information are characterized in that they are case information, person in charge information, and sales activity information.

[0010] As a solution to achieve the above objective, The customer management system of the present invention comprises: A customer management system that enables customer management by connecting a user terminal and a customer management device via a network, The customer management device a process of transmitting first status information to a user terminal for displaying a base screen on which basic information relating to the customer is posted on a display unit of the user terminal in a first status in which all of the basic information posted on the base screen is visible; a process of transmitting second status information to the user terminal for displaying on a display unit of the user terminal in a second state in which a specific screen carrying a plurality of specific information of the base information is superimposed on the base screen so that the base screen includes a visible area where the base screen is visible and an invisible area where the base screen is not visible; a process of transmitting third state information to the user terminal, the third state information being for displaying on a display unit of the user terminal in a third state, the extracted information being obtained by extracting only information that matches a predetermined condition from the one specific information and displaying the extracted information in a predetermined area of ​​the specific screen in the second state; The present invention is characterized in that it is configured to execute the following:

[0011] Furthermore, in the present invention, the customer management device may be configured to perform processing in accordance with information when it receives information that an input has been made while designating a specific location within the visible area of ​​the base screen displayed on the display unit of the user terminal. Effect of the Invention

[0012] The present invention can provide a customer management system, a customer management device, and a program that can improve work efficiency. [Brief description of the drawings]

[0013] [Figure 1] FIG. 1 is a schematic diagram showing a customer management system according to an embodiment of the present invention. [Diagram 2] 4 is a schematic diagram showing a base screen displayed on a display unit of a user terminal; FIG. [Diagram 3] 11 is a schematic diagram showing a specific screen displayed on a display unit of a user terminal; FIG. [Figure 4] FIG. 11 is a flow diagram illustrating a process for customer management. [Diagram 5] 11 is a schematic diagram showing a state in which a specific screen is moving so as to cover a base screen on a display unit of a user terminal; FIG. [Figure 6] 1 is a schematic diagram showing a state in which a specific screen is overlapped with a base screen on a display unit of a user terminal; [Figure 7]11 is a schematic diagram showing a state in which extracted information is displayed in an activity display area of ​​a specific screen on the display unit of a user terminal. FIG. [Figure 8] 13 is a schematic diagram showing an aspect of a display unit of a user terminal according to a modified example of the present invention. FIG. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0014] Hereinafter, an embodiment of the present invention will be described with reference to the drawings.

[0015] FIG. 1 is a schematic diagram showing a customer management system according to an embodiment of the present invention.

[0016] The customer management system 100 includes a user terminal 200 and a customer management device 300 .

[0017] The user terminal 200 is a terminal used by a user. The user terminal 200 is, for example, a smartphone or a personal computer. The user terminal 200 is connected to a network N. The user terminal 200 is connected to a customer management device 300 via an ID (account) or the like that identifies the user.

[0018] The user terminal 200 has a display unit 201 and an operation unit 202. The display unit 201 is, for example, a display. The operation unit 202 is, for example, a mouse and a keyboard.

[0019] By operating operation unit 202, the user can display a screen (image) based on information stored in customer management device 300 on display unit 201. The user obtains various information related to the customer via the screen displayed on display unit 201.

[0020] The user terminal 200 generally includes a CPU, a memory, etc. (neither of which are shown). The user terminal 200 executes processing based on commands from the customer management device 300. For example, when the user terminal 200 receives data transmitted from the customer management device 300, it executes processing to display a screen based on this data on the display unit 201.

[0021] The customer management device 300 is an information processing device (server) that processes information transmitted from the user terminal 200. The customer management device 300 functions as a platform required for operating the customer management system 100. The customer management device 300 is, for example, a general-purpose computer device. The customer management device 300 is constructed, for example, in the cloud. The customer management device 300 is managed by an administrator (an operating company, a management company, etc.) of the customer management system 100.

[0022] The customer management device 300 generally includes a CPU, a memory, a database, etc. (none of which are shown in the figure). Programs for executing various processes related to the customer management system 100 are installed (stored) in the customer management device 300.

[0023] In the following description, the programs stored in customer management device 300 are referred to as "management-side programs."

[0024] The customer management device 300 stores various pieces of information about the customer in a database by receiving the various pieces of information about the customer from the user terminal 200. That is, the customer management device 300 performs a process of receiving the various pieces of information about the customer from the user terminal 200, and thereby performs a process of storing the various pieces of information about the customer in a database. Note that the configuration may be such that the various pieces of information about the customer are directly input to the database by an administrator.

[0025] The database stores various information about each customer. The various information about the customer includes base information. The base information is information that is displayed on a base screen (see Figure 2) that will be described later.

[0026] The base information includes multiple pieces of specific information necessary for customer management. The multiple pieces of specific information are case information, person in charge information, and sales activity information. The multiple pieces of specific information are information that is displayed on a specific screen (see FIG. 3) described later. In addition to the specific information, the base information includes customer information and file information.

[0027] Customer information is information about customers (business partners). Customer information includes, for example, the customer name (the name of the business partner, e.g., the company name, the company's division name, department name and base name, or individual name), the address of the website managed by the customer, the customer's telephone number, the customer's postal code, the prefecture where the customer is located (e.g., Tokyo), and the customer's address.

[0028] The person in charge information is information about a person in charge on the customer side (customer side). The person in charge on the customer side is, for example, the president or a department manager.

[0029] The case information is information about the subject of the user's business. For example, the case information may be a summary of the subject of the user's business or a case name that can identify the subject of the user's business.

[0030] The sales activity information is information on sales activities by the user for each case. The sales activity information is, for example, the date on which the user (the user's staff) plans to conduct sales activities with the customer, the date on which the user conducted sales activities with the customer, and the details of the sales activities.

[0031] File information is documents and materials related to customers. File information includes, for example, the contents of quotations, purchase orders, receipts, invoices, contracts, and e-mails exchanged between each customer (each business partner) and the user, materials disclosing the business content and scale of the business conducted by the customer (business partner), introduction materials introducing the customer, proposal materials and plans proposed by the user to the customer, electronic data of the business cards of the customer's personnel, and other information.

[0032] FIG. 2 is a schematic diagram showing a base screen displayed on the display unit 201 of the user terminal 200. As shown in FIG.

[0033] The base screen is a screen on which basic information is posted. As shown in Fig. 2, the base screen includes icons 1 to 6 and information columns A1 to A8.

[0034] In the following description, the state of the base screen in which all of the base information posted on the base screen is visible will be referred to as the "first state."

[0035] When the customer management device 300 receives a request to view a base screen (in this embodiment, a login request from the user terminal 200 to the customer management device 300) from the user terminal 200, it identifies base information stored in a database, executes a process to generate a base screen based on the identified base information, and transmits information related to this generated base screen (hereinafter referred to as "first status information") to the user terminal 200. When the user terminal 200 receives the first status information, it displays the base screen on the display unit 201.

[0036] In this embodiment, the upper limit of the amount of information that can be displayed on the base screen at one time is determined in advance. For example, if the amount of base information stored in the database exceeds the amount of information that can be displayed on the base screen, a portion of the base information stored in the database is displayed on the base screen. The user can view all of the base information stored in the database by operating the operation unit 202 (for example, by moving the mouse pointer (cursor) on the base screen and then rotating the mouse wheel) to change (scroll) the base information displayed on the base screen.

[0037] The icons 1 to 6 are arranged at the top of the base screen with a space between them on the left and right. The icons 1 to 6 can be clicked (selected) by the operation unit 202.

[0038] Icon 1 corresponds to customer information (business partner information) and has the word "business partner" written on it.

[0039] When the customer management device 300 receives a request to view customer information (information related to the operation of clicking icon 1) from the user terminal 200, it identifies the customer information from the base information stored in the database, executes a process to generate a screen (not shown) corresponding to the icon 1 based on the identified customer information, and transmits information related to this generated screen to the user terminal 200. When the user terminal 200 receives the first status information, it displays the base screen on the display unit 201.

[0040] Icon 2 corresponds to the person in charge information and has the word "person in charge" written on it.

[0041] When the customer management device 300 receives a request to view staff member information (information related to the operation of clicking icon 2) from the user terminal 200, it executes a process to generate a screen (not shown) corresponding to icon 2 based on the staff member information stored in the database, and transmits information related to this generated screen to the user terminal 200. When the user terminal 200 receives the information related to the screen corresponding to icon 2, it displays the screen corresponding to this information on the display unit 201.

[0042] Icon 3 corresponds to case information and has the word "case" written on it.

[0043] When the customer management device 300 receives a request to view case information (information related to the operation of clicking on the icon 3) from the user terminal 200, it executes a process to generate a screen (not shown) corresponding to the icon 3 based on the case information stored in the database, and transmits information related to this generated screen to the user terminal 200. When the user terminal 200 receives the information related to the screen corresponding to the icon 3, it displays the screen corresponding to this information on the display unit 201.

[0044] Icon 4 corresponds to file information and has the word "file" written on it.

[0045] When the customer management device 300 receives a request to view file information (information related to the operation of clicking on the icon 4) from the user terminal 200, it executes a process of generating a screen (not shown) corresponding to the icon 4 based on the file information stored in the database, and transmits information related to this generated screen to the user terminal 200. When the user terminal 200 receives the information related to the screen corresponding to the icon 4, it displays the screen corresponding to this information on the display unit 201.

[0046] Icon 5 corresponds to sales activity information, and has the word "activity" written on it.

[0047] When the customer management device 300 receives a request to view sales activity information (information related to the operation of clicking on the icon 5) from the user terminal 200, it executes a process of generating a screen (not shown) corresponding to the icon 5 based on the sales activity information stored in the database, and transmits information related to this generated screen to the user terminal 200. When the user terminal 200 receives the information related to the screen corresponding to the icon 5, it displays the screen corresponding to this information on the display unit 201.

[0048] Icon 6 is for executing various settings such as changing the character size and icon arrangement, and has the word "settings" written on it.

[0049] In this embodiment, in addition to icons 1 to 6, icons corresponding to other information stored in the database (information other than customer information, person in charge information, case information, sales activity information, and file information) may be added, or, for example, icon 4 corresponding to file information may be deleted, and changes can be made as appropriate according to the specifications.

[0050] The information columns A1 to A8 are arranged vertically below the icons 1 to 6. The information columns A1 to A8 contain base information for each customer. For example, the information column A1 contains base information for company A1, the information column A2 contains base information for company A2, which is different from company A1, ..., the information column A8 contains base information for company A8, which is different from companies A1 to A7.

[0051] Although not shown, the information field A1 lists, as customer information, the company name (business partner name, customer name) of company A1, the address of the website of company A1, the main telephone number of company A1, the postal code of company A1, the prefecture where company A1 is located (for example, Tokyo, etc.), and the address of company A1. The information field A1 also lists, as person in charge information, the person in charge at company A1. The information field A1 also lists, as case information, the name of the case (for example, case A1) by which the user can identify the case related to company A1. The information field A1 also lists, as sales activity information, the latest sales activity date when sales activity was conducted for company A1, the contents of the latest sales activity, etc. The information field A1 also lists, as file information, the quotation exchanged between company A1 and the user. The user can obtain basic information about company A1 at a glance by viewing the information field A1.

[0052] In the information column A1, as shown in Fig. 2, an icon A1 with a two-way arrow shape tilted to the upper right is arranged. By clicking on the icon A1, the user can display a specific screen on which specific information related to the company A1 is arranged on the display unit 201. Note that icons A2 to A8 similar to the icon A1 are also arranged in the information columns A2 to A8, but these icons are not shown in Fig. 2.

[0053] FIG. 3 is a schematic diagram showing a specific screen displayed on the display unit 201 of the user terminal 200. As shown in FIG.

[0054] The specific screen is a screen on which multiple pieces of specific information from the base information are displayed. As described above, the multiple pieces of specific information are information necessary for the user to manage customers (business partners), such as person in charge information, case information, and sales activity information.

[0055] In this embodiment, the information displayed on the specific screen is configured to display not only specific information (person in charge information, case information, sales activity information) that is necessary for a user to conduct sales, but also file information. However, the specific screen may be configured to display only specific information and not file information.

[0056] As shown in Figure 3, the specific screen displaying multiple specific information related to Company A1 includes company A1's person in charge information (president, department manager), company A1's case information (case A, case B), company A1's file information (quotation A, contract B), and company A1's sales activity information (e.g., a call to the president about case A).

[0057] The specific screen is divided into four areas, including a person in charge display area, a case display area, a file display area, and an activity display area (predetermined area). In other words, the specific screen is displayed on the display unit 201 in a state where it is divided into four areas: the person in charge display area, the case display area, the file display area, and the activity display area.

[0058] The person in charge display area is located in the upper left of the specific screen, and is an area where the person in charge information of the specific information is displayed. In the person in charge display area, icons B1a and B1b are arranged vertically. The icons B1a and B1b display the person in charge (president, general manager) of the customer side as the person in charge information.

[0059] The case display area is located in the center left of the specific screen, and is an area where case information from specific information is displayed. Icons B2a and B2b are arranged vertically in the case display area. Icons B2a and B2b display various case names as case information.

[0060] The file display area is located at the bottom left of a specific screen, and is an area where file information is displayed. In the file display area, icons B3a and B3b are displayed aligned vertically. Icons B3a and B3b display the names of various documents (in FIG. 3, an estimate is shown as an example, but it goes without saying that other files such as contracts may also be displayed) as file information.

[0061] The activity display area is located on the right side of the specific screen and is an area in which sales activity information from specific information is displayed. In the activity display area, information columns C1a to C1h are displayed in a vertical line. The information columns C1a to C1h are specific sales activity contents as the sales activity information.

[0062] In this embodiment, a file display area for displaying file information is provided on the specific screen, but the specific screen may also be configured to display only specific information, and the specific screen may be displayed on the display unit 201 divided into three areas: a person in charge display area, a case display area, and an activity display area.

[0063] The customer management device 300 can display extracted information in an activity display area (predetermined area) that extracts only the specific information (sales activity information) desired by the user from the specific information (sales activity information) corresponding to each of the information columns C1a to C1h.

[0064] In the following description, the activity display area (predetermined area) displaying the extracted information is referred to as an "extraction screen" where appropriate.

[0065] In this embodiment, the display unit 201 is configured to display the base screen and the specific screen so that the specific screen is superimposed on the base screen in the first state. Although details will be described later, when the specific screen is superimposed on the base screen and displayed on the display unit 201, a visible area where the base screen can be viewed and an invisible area where the base screen cannot be viewed are formed on the base screen.

[0066] In the following description, the state in which the specific screen is superimposed on the base screen in the first state is referred to as the "second state." Also, the state in which the extracted information is displayed in the active display area (predetermined area) of the specific screen in the second state is referred to as the "third state."

[0067] In the second state (see FIG. 7(a)), when the customer management device 300 receives a request to view extracted information (e.g., information related to an operation of clicking (selecting) icon B1a) from the user terminal 200, the customer management device 300 identifies the type of the clicked icon (e.g., icon B1a), extracts sales activity information related to information corresponding to the identified type of icon (e.g., salesperson information corresponding to icon B1a) from the base information stored in the database, executes a process of generating a specific screen corresponding to the extracted extracted information (a specific screen in which the extracted information is displayed in an activity display area of ​​the specific screen), and transmits information related to the generated specific screen (hereinafter referred to as "third state information") to the user terminal 200. When the user terminal 200 receives the third state information, it displays the specific screen corresponding to the third state information on the display unit 201 (see FIG. 7(b)).

[0068] Next, the process of customer management by the customer management system 100 will be described with reference to FIG.

[0069] FIG. 4 is a flowchart for explaining a part of the processing executed in the customer management system 100. As shown in FIG.

[0070] In response to a user's operation of the operation unit 202, the user terminal 200 executes a process of transmitting information related to a login request to the customer management device 300 (step S100).

[0071] When the customer management device 300 receives information related to the login request transmitted from the user terminal 200, it determines whether or not to permit the login of the user terminal 200 (not shown).

[0072] When the customer management device 300 determines that the login of the user terminal 200 is permitted, the customer management device 300 executes a process for permitting the login of the user terminal 200 (not shown).

[0073] When the customer management device 300 permits the login of the user terminal 200, the customer management device 300 executes a process of transmitting first status information, which is information related to the base screen, to the user terminal 200 (step S200).

[0074] Upon receiving the first status information transmitted from the customer management device 300, the user terminal 200 executes a process of displaying the base screen shown in FIG. 2 on the display unit 302 based on the first status information (step S110).

[0075] As a result, the base screen is displayed on the display unit 201 of the user terminal 200. At this time, the base screen is displayed on the display unit 201 in a first state in which all of the base information posted on the base screen can be viewed by the user.

[0076] In the first state, suppose that the user operates the operation unit 202 to click, for example, the icon A1 arranged in the information column A1 (see FIG. 2). In response, the user terminal 200 executes a process of transmitting information related to a display request for a specific screen corresponding to the icon A1 (hereinafter, referred to as "icon A1 click information") to the customer management device 300 (step S120).

[0077] When the customer management device 300 receives the icon A1 click information, it identifies information corresponding to the icon A1 click information from the database, generates a specific screen corresponding to this identified information, and executes a process of transmitting second status information, which is information related to the generated specific screen, to the user terminal 200 (step S210).

[0078] In step S210, since the information corresponding to the icon A1 click information is specific information (person in charge information, case information, sales activity information) corresponding to company A1 and file information corresponding to company A1, the customer management device 300, upon receiving the icon A1 click information, generates a specific screen containing the specific information and file information corresponding to company A1, and transmits second status information to the user terminal 200 for displaying this generated specific screen on the display unit 201.

[0079] Upon receiving the second status information, the user terminal 200 performs a process of displaying a specific screen based on the second status information on the display unit 201 (step S130).

[0080] Here, a state in which a specific screen is displayed on the display unit 201 will be described with reference to FIG. 5 and FIG.

[0081] The specific screen appears from below the base screen and moves in a first direction (from bottom to top) shown in the figure so as to cover the base screen (FIG. 5). The specific screen stops moving when the user is able to view the entire specific screen (FIG. 6). At this time, a visible area D1 where the user can view the base screen and an invisible area D2 where the user cannot view the base screen are formed on the base screen. In other words, a second state is reached in which the specific screen is displayed on the display unit 201 superimposed on the base screen so that the base screen is divided into the visible area D1 and the invisible area D2.

[0082] The second state is the state before an icon placed on a specific screen is clicked, and in this second state, all of the sales activity information corresponding to the icon A1 clicked on the base screen, i.e., the sales activity information related to information columns C1a to C1h, is displayed in the activity display area of ​​the specific screen.

[0083] 6, in the second state, icon E is displayed on display unit 201. Icon E is located in the upper left of the specific screen. A downward arrow is drawn on icon E, suggesting that the direction is opposite to the first direction.

[0084] When the user clicks icon E, the specific screen is displayed moving in the opposite direction to the first direction (from top to bottom) while exposing the covered portion of the base screen, and then retreats outside the display area of ​​the base screen. This causes the specific screen to be erased from display unit 201 (not shown).

[0085] In this embodiment, in the second state, the vertical width of the specific screen in Fig. 6 can be changed (not shown) by operating the operation unit 202. By this change, a part of the base information posted on the base screen can be exposed from the specific screen, and the part can be viewed.

[0086] In this embodiment, the upper limit of the amount of information (e.g., icons B1a, B1b posted in the person in charge display area) displayed in each area of ​​a specific screen (person in charge display area, case display area, file display area, activity display area) is predetermined, and for example, if the amount of information of the person in charge stored in the database exceeds the amount of information that can be displayed in the person in charge display area of ​​a specific screen, the person in charge display area is configured to display only a portion of the person in charge information stored in the database, and the user can view all of the person in charge information stored in the database by operating the operation unit 202 (for example, by moving the mouse pointer (cursor) over the person in charge display area and then rotating the mouse wheel) to change (scroll) the person in charge information displayed in the person in charge display area.

[0087] In this embodiment, the icon E is displayed in the second state, but the icon E may be displayed not only in the second state but also in the first state.

[0088] In this embodiment, when a specific screen is displayed on the display unit 201, the specific screen is moved in a first direction (from bottom to top). However, this is not limited to this configuration, and it goes without saying that the configuration can be changed as appropriate depending on the specifications, for example, from top to bottom (the opposite direction), from right to left, or from left to right.

[0089] Returning to the explanation of Fig. 4, in the second state, if the user wishes to view only the sales activity information related to the "president" of the two responsible persons, "president" and "general manager," the user operates the operation unit 202 to click on the icon B1a. Then, the user terminal 200 executes a process of transmitting information related to a display request for the extraction screen corresponding to the icon B1a, that is, a request to view the sales activity information corresponding to the icon B1a (responsible person, president) (hereinafter referred to as "icon B1a click information") to the customer management device 300 (step S140).

[0090] When the customer management device 300 receives the icon B1a click information, it performs a process of extracting only the specific information (sales activity information) related to the "president" related to the icon B1a from the specific information (sales activity information) related to the information columns C1a to C1h stored in the database (not shown). This results in obtaining extracted information (in other words, obtaining extracted information that is narrowed down from all the specific information to only the specific information desired by the user).

[0091] The customer management device 300 performs a process of generating an extraction screen based on the extraction information extracted in the previous step (a process of generating a specific screen that displays only the extracted information in the active display area), and then performs a process of transmitting third status information, which is information related to this generated extraction screen (a specific screen that displays only the extracted information in the active display area), to the user terminal 200 (step S220).

[0092] When the user terminal 200 receives the third status information, it performs a process of displaying an extracted screen (a specific screen displaying only the extracted information in the activity display area) based on this third status information on the display unit 201 (step S150). As a result, the activity display area (predetermined area) of the specific screen in the second status becomes a third status in which extracted information is displayed that is only the sales activity information desired by the user (specific information that matches a predetermined condition) from the sales activity information (one specific information).

[0093] In this embodiment, before the user terminal 200 receives the third status information, i.e., before the icon arranged on the specific screen is clicked, all of the business activity information (specific information) related to the information columns C1a to C1h stored in the database is displayed in the activity display area of ​​the specific screen, and after the user terminal 200 receives the third status information, i.e., after the icon arranged on the specific screen is clicked, only the information corresponding to the third status information (information that the user wishes to view) among the business activity information (specific information) related to the information columns C1a to C1h stored in the database is displayed in the activity display area of ​​the specific screen. In short, the amount of information displayed in the activity display area of ​​the specific screen is increased or decreased before and after the user terminal 200 receives the third status information.

[0094] The process of changing from the second state to the third state will be described below with reference to FIG.

[0095] Fig. 7(a) is a diagram showing the second state, that is, a state in which all business activity information in the information columns C1a to C1h is displayed in the activity display area of ​​the specific screen. When the user clicks on the icon B1a on the specific screen shown in Fig. 7(a), the third state shown in Fig. 7(b) is entered. As shown in the figure, in the third state, among the information columns C1a to C1h, only the information columns C1a, C1c, C1e, C1f, and C1h in which specific information (business activity information) related to the "president" associated with the icon B1a is posted are displayed in the activity display area.

[0096] As shown in FIG. 7(b), in the third state, icon E is displayed on the display unit 201, similarly to the second state.

[0097] In this way, since the base screen displays the base information including the specific information necessary for sales activities, various information regarding the customer (business partner) can be obtained via the base screen.

[0098] Furthermore, in a first state in which only the base screen is displayed on the display unit 201 of the user terminal 200, by simply clicking once on any one of the icons A1 to A8, a specific screen containing all the specific information necessary for sales activities toward the customer (business partner) corresponding to the clicked icon is displayed on the display unit 201, thereby improving work efficiency.

[0099] Furthermore, since the specific screen is configured to display only a plurality of specific information and file information, the user can easily find the desired information compared to a case where a large amount of information is displayed on the specific screen, and visibility and operability can be improved.

[0100] By viewing the sales activity information posted in the activity display area, the user can understand the contents of sales activities that have been conducted so far for the customer's staff and the contents of sales activities that will be conducted in the future for the customer's staff, and in this embodiment, since the activity display area is the largest of the four areas on the specific screen, the visibility of the sales activity information posted in the activity display area can be improved, and the efficiency of sales activities can be improved. Note that, assuming that the activity display area is larger than the other three areas, the position, size, and range of the staff display area, case display area, file display area, and activity display area (predetermined area) can be appropriately changed according to the specifications.

[0101] Furthermore, when the specific screen is displayed on the display unit 201 in the first state, the display unit 201 is configured to switch to a second state in which both a part of the base screen and the specific screen are visible, without transitioning the base screen to the specific screen, in other words, without erasing the base screen from the display unit 201. This allows the user to simultaneously check both a part of the content displayed on the base screen and the content displayed on the specific screen. This reduces the effort and operational errors associated with screen transitions, and reduces the loss of work time associated with operational errors.

[0102] Furthermore, icons B1a to B3b are arranged on the specific screen (see FIG. 3), and by clicking on these icons, a third state in which only the specific information (business activity information) desired by the user is displayed in the activity display area of ​​the specific screen, that is, an extracted screen in which only the specific information desired by the user is extracted from the base information stored in the database, is displayed on the display unit 201. This allows the user to easily obtain the specific information desired by the user.

[0103] Also, by clicking any of the icons B1a to B3b on the specific screen, the extracted information is posted in the activity display area of ​​the specific screen (the extracted screen is displayed) without transitioning the specific screen. Furthermore, in the second and third states, the icon E is displayed on the display unit 201, and by clicking the icon E, the specific screen can be erased to return to the first state in which only the base screen is displayed on the display unit 201. In other words, by simply clicking an icon (icons B1a to B3b or icon E) once, it is possible to change the state from the first state to the second state, from the second state to the third state, from the second state to the first state, or from the third state to the first state. This makes it possible to reduce the number of operations (clicks) required for screen transitions. As a result, it is possible to shorten the work time, shorten the preparation time required for collecting customer information (client information) before business, and quickly obtain necessary information during business over the phone, thereby improving business efficiency.

[0104] Furthermore, by displaying the specific screen as if it is moving from outside the display area of ​​the base screen while covering the base screen, the user can intuitively recognize that the base screen remains on the display unit 201, which prevents the user from mistakenly thinking that a screen transition has occurred and prevents erroneous operations due to this mistake.

[0105] Furthermore, since a downward arrow is drawn on icon E, indicating that the direction is opposite to the first direction, when a user wishes to save (erase) a particular screen, the user can intuitively and without hesitation click icon E. This makes it possible to reduce the loss of work time due to operational errors or hesitation, and further improve sales efficiency.

[0106] The present invention is not limited to the above-described embodiment, and various modifications are possible without departing from the spirit and scope of the present invention.

[0107] FIG. 8 is a schematic diagram showing the display of a user terminal according to a modified example of the present invention. In FIG. 8(a), in the second state, person in charge information, case information, and file information are displayed. That is, the specific screen is different from the above-mentioned embodiment in that no sales activity information is displayed. In the second state shown in FIG. 8(a), by clicking the icon B1a, a specific display area (activity display area) is displayed on the specific screen as shown in FIG. 8(b), in which only the information columns C1a, C1c, C1e, C1f, and C1h in which specific information related to the "president" associated with the icon B1a is displayed. In this way, the same action and effect as the above-mentioned embodiment can be achieved, and the exposed portion of the base screen can be increased when the activity display area is not required.

[0108] In this embodiment, an icon E for evacuating the specific screen is displayed, but it is also possible to evacuate the specific screen by clicking any part of the viewable area D1 of the base screen (for example, a specific part such as a blank area with no icons) (in other words, the customer management device 300 receives information from the user terminal 200 that an input has been made with the specific part specified) without providing this icon E. In this way, the viewable area D1 of the base screen can be effectively utilized. [Explanation of symbols]

[0109] 100 Customer Management System 200 User terminal 300 Customer management device D1 Visible Area D2 Invisible area

Claims

1. A customer management system that enables customer management by connecting a user terminal and a customer management device via a network, The customer management device a process of transmitting first status information to a user terminal for displaying a base screen on which basic information relating to the customer is posted on a display unit of the user terminal in a first status in which all of the basic information posted on the base screen is visible; and transmitting to the user terminal second state information for displaying on the display unit of the user terminal in a second state in which a specific screen containing a plurality of specific information of the base information is superimposed on the base screen so that the base screen includes a visible area where the base screen is visible and an invisible area where the base screen is not visible. A customer management system, wherein the plurality of specific information are case information, person in charge information, and sales activity information.

2. A customer management device that is connected to a user terminal via a network and enables customer management, The customer management device a process of transmitting first status information to a user terminal for displaying a base screen on which basic information relating to the customer is posted on a display unit of the user terminal in a first status in which all of the basic information posted on the base screen is visible; and transmitting to the user terminal second state information for displaying on the display unit of the user terminal in a second state in which a specific screen containing a plurality of specific information of the base information is superimposed on the base screen so that the base screen includes a visible area where the base screen is visible and an invisible area where the base screen is not visible. A customer management device, wherein the plurality of specific information are case information, person in charge information, and sales activity information.

3. A program used in a customer management device that is connected to a user terminal via a network and enables customer management, a process of transmitting first status information to a user terminal for displaying a base screen on which basic information relating to the customer is posted on a display unit of the user terminal in a first status in which all of the basic information posted on the base screen is visible; and transmitting to the user terminal second state information for displaying on the display unit of the user terminal in a second state in which a specific screen containing a plurality of specific information of the base information is superimposed on the base screen so as to include a visible area where the base screen is visible and an invisible area where the base screen is not visible, The program, wherein the plurality of specific information are case information, person in charge information, and sales activity information.

4. A customer management system that enables customer management by connecting a user terminal and a customer management device via a network, The customer management device a process of transmitting first status information to a user terminal for displaying a base screen on which basic information relating to the customer is posted on a display unit of the user terminal in a first status in which all of the basic information posted on the base screen is visible; a process of transmitting second status information to the user terminal for displaying on a display unit of the user terminal in a second state in which a specific screen carrying a plurality of specific information of the base information is superimposed on the base screen so that the base screen includes a visible area where the base screen is visible and an invisible area where the base screen is not visible; a process of transmitting third status information to the user terminal, the third status information being displayed on a display unit of the user terminal in a third status, the third status information being extracted by extracting only information that matches a predetermined condition from the one specific information and displayed in a predetermined area of ​​the specific screen in the second status; A customer management system configured to execute the above.

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