Information processing device and program

Abstract

To provide an information processing device and a program which generate a business text corresponding to an organization as a business target.SOLUTION: A server device 2 includes: a first acquisition section 32 for acquiring business information on a product or a service; a reception section 31 for receiving designation of an organization as a business target of the product or the service from a user; a second acquisition section 33 for acquiring organization information on the designated organization; a setting section 34 for setting needs corresponding to the organization by using the organization information; and a generation section 35 for generating a business mail as a business text which includes propositions corresponding to the needs by using the business information.SELECTED DRAWING: Figure 3

Description

[Technical Field]

[0001] The present disclosure relates to an information processing device and a program. [Background technology]

[0002] For example, sales documents such as sales emails are created by the person in charge.

[0003] For example, Patent Document 1 describes classifying emails into sales emails based on their contents. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] Japanese Patent Application Laid-Open No. 2014-020797 Summary of the Invention [Problem to be solved by the invention]

[0005] However, creating sales documents such as sales emails manually requires time and effort. For example, even if a tool that automatically generates documents is used, the documents may not be tailored to the company you are selling to, making it difficult to create documents suitable for sales.

[0006] In view of the above-mentioned problems, the present disclosure aims to provide an information processing device and a program capable of generating sales documents that correspond to organizations that are sales targets. [Means for solving the problem]

[0007] In order to solve the above problem, an information processing device according to a first aspect of the present disclosure includes a first acquisition unit that acquires sales information related to a product or service, a reception unit that receives from a user a designation of an organization to which the product or service is to be sold, a second acquisition unit that acquires organizational information related to the designated organization, a setting unit that uses the organizational information to set needs corresponding to the organization, and a generation unit that uses the sales information to generate sales documents including proposals corresponding to the needs.

[0008] In addition, in the information processing device according to the second aspect of the present disclosure, in the first aspect, the business information includes content information of the product or the service.

[0009] In addition, in the information processing device according to a third aspect of the present disclosure, in the first or second aspect, the generation unit generates a sales email including the sales text.

[0010] In addition, in the information processing device according to the fourth aspect of the present disclosure, in the first or second aspect, the setting unit includes a selection unit that uses the organizational information to select a similar organization that is similar to the organization from among the introduction organizations that have introduced the product or service, and a needs setting unit that sets the needs from information regarding the reason why the similar organization introduced the product or service.

[0011] In addition, in the information processing device according to a fifth aspect of the present disclosure, in the fourth aspect, the setting unit further includes an identifying unit that identifies the introduction organization using the sales information.

[0012] In addition, in the information processing device according to the sixth aspect of the present disclosure, in the fourth aspect, the organizational information includes information regarding at least one of industry, business type, employee size, location, sales, profits, introduced services, and business plans.

[0013] In addition, in the information processing device according to the seventh aspect of the present disclosure, in the fourth aspect, when multiple similar organizations are selected by the selection unit, the needs setting unit sets the needs from the information regarding the reason for the similar organization that is most similar to the organization.

[0014] In addition, in the information processing device according to the eighth aspect of the present disclosure, in the fourth aspect, when multiple similar organizations are selected by the selection unit, the needs setting unit sets the needs from the information regarding the reasons common to two or more of the similar organizations.

[0015] In addition, in the information processing device according to a ninth aspect of the present disclosure, in the fourth aspect, the receiving unit receives information limiting the similar organizations from the user.

[0016] Furthermore, in the information processing device according to the tenth aspect of the present disclosure, in the first or second aspect, the setting unit includes a selection unit that uses the organizational information to select a similar organization that is similar to the organization from among introduction organizations that have introduced a competing product or service that competes with the product or service, and a needs setting unit that sets the needs from information regarding the reason why the similar organization introduced the competing product or service.

[0017] In addition, a program according to an eleventh aspect of the present disclosure causes a computer to function as a first acquisition unit that acquires sales information related to a product or service, a reception unit that receives from a user a designation of an organization to which the product or service is to be sold, a second acquisition unit that acquires organizational information related to the designated organization, a setting unit that uses the organizational information to set needs corresponding to the organization, and a generation unit that uses the sales information to generate sales documents including proposals that correspond to the needs. [Effects of the Invention]

[0018] According to the information processing device and program disclosed herein, it is possible to generate sales documents that correspond to the organization to which sales are being made. [Brief explanation of the drawings]

[0019] [Figure 1] 1 is a schematic diagram of an example of an overall configuration of a system according to an embodiment of the present disclosure. [Figure 2] FIG. 2 is a schematic diagram illustrating an example of a hardware configuration of a server device. [Figure 3] FIG. 2 is a block diagram illustrating an example of various functions of the server device. [Figure 4] FIG. 10 is a diagram showing an example of a screen on which a user specifies an organization. [Figure 5] FIG. 10 is a diagram showing an example of a screen on which a user inputs sales information. [Figure 6] FIG. 10 is a diagram illustrating an example of a generated sales email. [Figure 7] 10 is a flowchart illustrating an example of a processing flow of a server device. DETAILED DESCRIPTION OF THE INVENTION

[0020] Hereinafter, embodiments of the present disclosure will be described with reference to the accompanying drawings. To facilitate understanding of the description, the same components and steps in each drawing will be denoted by the same reference numerals as much as possible, and redundant description will be omitted.

[0021] <Overall structure> FIG. 1 is an overall configuration diagram of a system 1 according to an embodiment of the present disclosure. In response to a user's instructions, the system 1 creates sales documents corresponding to the instructions. Sales documents are documents used to sell a product or service provided by the user to an organization designated by the user. The organization may be, for example, a company or a government agency.

[0022] In this embodiment, a case where a sales email is generated as a sales text will be described as an example. That is, the system 1 creates the text of the sales email in response to a user's instructions. Note that the sales text is not limited to a sales email, and may be any other text for sales purposes. For example, the sales text may be a text summarizing the selling points for face-to-face sales or telephone sales.

[0023] In this embodiment, a service will be described as an example of something (product) provided by a user. Specifically, a service is something that a user can provide and that the user wants to sell (sales target). A service is, for example, a web service provided by a user. Note that what a user provides can be widely applied as goods or services. Goods and services may be tangible or intangible.

[0024] 1, the system 1 includes a server device 2 and a user terminal 3. The server device 2 and the user terminal 3 are capable of communicating with each other via a network NT.

[0025] The server device 2 is an information processing device (computer) that generates sales emails. The server device 2 may be a cloud-based or on-premise type. The server device 2 is also capable of communicating with, for example, an external device 4. The external device 4 is, for example, a server for a service provided by a user. Note that multiple external devices 4 may be provided depending on the type of service.

[0026] The external device 4 has a database related to services. The database includes information about organizations that have introduced the service. In other words, the external device 4 includes information about organizations that are using (or have used) the service. An organization that has introduced a service is referred to as an "introducing organization." The external device 4 also stores the name of the introducing organization in association with historical information related to the service. The historical information includes information about the reason why the introducing organization introduced the service. The information about the reason why the service was introduced includes the reason for introducing the service, issues encountered before introducing the service, and effects after introducing the service. The information about the reason why the service was introduced is referred to as "reason information." In other words, the external device 4 associates the name of the introducing organization with reason information in relation to the service it provides. The reason information may be obtained from the history of the introducing organization's introduction of the service, or may be collected through a questionnaire or the like.

[0027] The user terminal 3 is a terminal device and an information processing device (computer) used by a user. The user terminal 3 is, for example, a personal computer, a smartphone, a tablet, etc. In this embodiment, the user terminal 3 is a personal computer as an example. The user can use the user terminal 3 to instruct the server device 2 to generate sales emails, etc.

[0028] <Hardware configuration> FIG. 2 is a diagram illustrating an example of a hardware configuration of the server device 2. As shown in FIG.

[0029] 2, the server device 2 includes a control device 10, a communication device 11, a storage device 12, an operation device 13, and a display device 14. The control device 10 is mainly configured to include a CPU (Central Processing Unit) 15 and a memory 16.

[0030] In the control device 10, the CPU 15 executes predetermined programs stored in the memory 16 or the storage device 12, etc., thereby functioning as various functional components described below. The memory 16 is a computer-readable storage medium, and may be composed of at least one of, for example, a random access memory (RAM), a read-only memory (ROM), an erasable program read-only memory (EPROM), an electrically erasable program read-only memory (EEPROM), etc. The memory 16 can store various types of data, such as programs required to execute processes in the server device 2.

[0031] The communication device 11 is configured with a communication interface and the like for communicating with an external device.

[0032] The storage device 12 is a computer-readable instruction recording medium, and is configured, for example, with a hard disk or a solid state drive. The storage device 12 stores various programs and information required for executing processes in the control device 10, as well as information on the processing results. Note that other examples of non-transitory computer-readable instruction recording media include portable recording media such as magnetic tape, flexible disks, optical disks, digital versatile disks, Blu-ray disks, magneto-optical disks, memory cards, and USB memory.

[0033] The operation device 13 is an input device (for example, a keyboard, a mouse, etc.) that accepts an input. The operation device 13 accepts an operation from a user and inputs the operation to the server device 2.

[0034] The display device 14 is a display device (for example, a display) that outputs characters and images.

[0035] The server device 2 can be realized using an information processing device such as a dedicated or general-purpose computer. The server device 2 may be configured with a single information processing device or multiple information processing devices. FIG. 2 shows only a portion of the main hardware configuration of the server device 2, and the server device 2 may have other configurations. The user terminal 3, like the server device 2, is equipped with a control device (CPU and memory), a communication device, a storage device, an operation device, and a display device.

[0036] <Functional configuration> 3 is a block diagram showing an example of various functions in the server device 2. Various processes are executed by the functions in each block.

[0037] As shown in FIG. 3, the server device 2 has, as its functional configuration, a reception unit 31, a first acquisition unit 32, a second acquisition unit 33, a setting unit 34, and a generation unit 35 as its main components.

[0038] The reception unit 31 receives, from the user, a designation of an organization to which the service is to be sold. Specifically, the user can perform a designation operation on the server device 2 using the user terminal 3. The user uses the user terminal 3 to input the organization to which the user wishes to sell.

[0039] Fig. 4 is a diagram showing an example of a screen on which a user specifies an organization, etc. Screen 41 in Fig. 4 is displayed, for example, on user terminal 3. The user inputs the name of an organization to which the user wishes to make sales (to which the user wishes to create a sales email) in an input field in area 42 of screen 41. The organization specified by the user as a sales destination organization is referred to as a "sales destination organization."

[0040] The reception unit 31 also receives the user's organization designation. The user's organization is the organization of the business source. Specifically, the user inputs the name of the user's organization into the input field in area 43 of screen 41 in FIG. 4. The organization designated by the user as the business source organization is referred to as the "business source organization." The user then outputs the input information to the server device 2 using the send button 44.

[0041] In this way, the reception unit 31 receives the designation of the sales destination organization and the designation of the sales source organization.

[0042] Returning to FIG. 3, the first acquisition unit 32 acquires sales information related to a service. The sales information is information related to the service for promoting the service. Specifically, the sales information includes the name of the service (service name) and content information of the service. The content information of the service is information that explains the service (summary information). For example, the content information includes the functions and benefits of the service. The service and its content can be identified from the sales information.

[0043] FIG. 5 is a diagram showing an example of a screen on which a user inputs sales information. Screen 51 in FIG. 5 is displayed, for example, on user terminal 3. The user inputs the name and content information of the service they wish to sell in an input field in area 52 of screen 51. Also, for example, screen 51 is provided with an add button 53, and the user can add the service they wish to sell by pressing add button 53. In other words, the user can set multiple services they wish to sell. In this case, the sales information includes multiple services. For example, when input is made on screen 51 and send button 54 is operated, first acquisition unit 32 acquires sales information related to the service.

[0044] In the present embodiment, the first acquisition unit 32 acquires sales information input by a user, but the sales information is not limited to being input by a user. For example, the first acquisition unit 32 may automatically acquire content information from, for example, a service website, etc., in response to the name of a service input by a user. Furthermore, the first acquisition unit 32 may automatically acquire sales information from, for example, a service website, etc., in response to the information of the sales organization received by the reception unit 31.

[0045] In this way, the first acquisition unit 32 acquires information about the service that is the sales target.

[0046] Returning to FIG. 3 , the second acquisition unit 33 acquires organizational information related to the sales destination organization. The organizational information is information related to the sales destination organization, and indicates the characteristics of the sales destination organization. Specifically, the organizational information includes, as characteristic information, at least one of information related to the sales destination organization, such as its industry, business type, employee size, location, sales, profits, introduced services, and management plan. The location is, for example, the business location. The sales and profits may be sales and profits for a specified period, or may be trends. The introduced services are names of services already introduced in the sales destination organization. The introduced services are services different from the services that the sales destination organization wishes to sell to it. The management plan is, for example, a short-term management plan, a medium-term management plan, a long-term management plan, etc. These pieces of information can indicate the characteristics of the sales destination organization. Note that the organizational information may include information other than the above, such as the URL of the sales destination organization's website, if it is information related to the sales destination organization.

[0047] The second acquisition unit 33 acquires organizational information from the information on the sales destination organization received by the reception unit 31. Specifically, the second acquisition unit 33 acquires organizational information corresponding to the sales destination organization by collecting information such as a website. The information is, for example, the website of the sales destination organization or a website related to the sales destination organization. The second acquisition unit 33 may acquire organizational information from a linked database or the like. The second acquisition unit 33 may also acquire organizational information through user input.

[0048] In this way, the second acquiring unit 33 acquires the organizational information of the sales destination organization. Note that the second acquiring unit 33 may also acquire the organizational information of the sales source organization.

[0049] The setting unit 34 uses the organizational information to set needs corresponding to the sales destination organization. Needs indicate what is desired to be solved or what is desired. The needs set by the setting unit 34 may be either explicit needs or latent needs, and are not limited thereto. In other words, the setting unit 34 sets needs that are assumed to correspond to the sales destination organization.

[0050] As shown in FIG. 3, the setting unit 34 includes a specifying unit 37, a selecting unit 38, and a needs setting unit 39.

[0051] The identifying unit 37 identifies an adopting organization that has introduced a service included in the sales information, using the sales information acquired by the first acquiring unit 32. That is, the identifying unit 37 identifies, as an adopting organization, an organization that has already introduced a service that the sales source organization wants to sell.

[0052] Specifically, the identification unit 37 refers to a database of services in the sales source organization. In this embodiment, the identification unit 37 acquires an introduction organization that has already introduced the service from the external device 4, which is a server of the service. The identification unit 37 can identify the external device 4 (database) using, for example, information about the sales source organization received by the reception unit 31 and information about the sales target service acquired by the first acquisition unit 32. Note that, in the above example, the identification unit 37 identifies the introduction organization by referring to the database of the external device 4, but is not limited to acquiring the information from the external device 4. For example, the server device 2 may have a database, or the introduction organization may be input by a user, or may be identified from a website or the like.

[0053] In this way, the identifying unit 37 identifies an organization that has already introduced (has introduced) the target service as an introducing organization. For example, the identifying unit 37 identifies multiple introducing organizations. Furthermore, when multiple services are set, the identifying unit 37 identifies an introducing organization corresponding to each service.

[0054] The selection unit 38 uses the organizational information of the sales destination organization to select similar organizations that are similar to the sales destination organization from among the introduction organizations that have introduced the service. Specifically, the selection unit 38 determines, as similar organizations, the introduction organizations that have characteristics similar to the characteristics of the sales destination organization indicated by the organizational information among the multiple introduction organizations identified by the identification unit 37. The organizational information includes, as characteristic information, information on at least one of the industry, business type, employee size, location, sales, profits, introduced services, and business plan. Therefore, the selection unit 38 determines, as similar organizations, the introduction organizations that have characteristics similar to each item of the organizational information of the sales destination organization. For example, a similarity range is set in advance for each item of the organizational information (e.g., industry, business type, employee size, location, sales, profits, introduced services, and business plan), and the selection unit 38 determines whether the introduction organization is similar to the sales destination organization based on the similarity range. For example, the selection unit 38 determines that the introduction organization is similar to the sales destination organization if a predetermined number (e.g., two) or more items are included in the similarity range. The method of determination is not limited to the above, as long as it is possible to determine the similarity between organizations. The characteristics of the introduced organization (similar organization) can be identified, for example, from information in the database of the external device 4, a website, etc.

[0055] When selecting a similar organization, the selection unit 38 may set a similarity to the sales destination organization. For example, the selection unit 38 sets a similarity of the similar organization to the characteristics (organization information) of the sales destination organization. For example, the selection unit 38 sets a higher similarity for a similar organization with a characteristic (e.g., employee size) that is closer to the characteristic (e.g., employee size) of the sales destination organization. This allows the similar organizations to be associated with the similarity.

[0056] In this way, the selection unit 38 selects similar organizations that are similar to the sales destination organization from among the introduction organizations. Furthermore, if multiple services are set, the selection unit 38 selects similar organizations corresponding to each service.

[0057] The needs setting unit 39 sets needs corresponding to the sales target organization from information about the reasons why the similar organization introduced the sales target service. Specifically, the needs setting unit 39 refers to a database of the sales target service in the sales source organization. That is, the needs setting unit 39 acquires reason information of the similar organization from the external device 4, which is the server of the service.

[0058] In the above example, the need setting unit 39 identifies the reason information by referring to the database of the external device 4, but the need setting unit 39 is not limited to acquiring the reason information from the external device 4. For example, the server device 2 may have a database, or the user may input the reason information.

[0059] The needs setting unit 39 then sets the reason information of the similar organization as the needs of the sales destination organization. That is, the needs setting unit 39 assumes that the sales destination organization has the same issues as the issues that the similar organization had, and sets the needs of the sales destination organization. Note that the needs setting unit 39 may set the reason information of the similar organization as the needs of the sales destination organization as is, or may process the reason information, such as by summarizing it, and set it as the needs of the sales destination organization.

[0060] When the needs setting unit 39 acquires a plurality of pieces of reason information from the external device 4, the needs setting unit 39 may set a plurality of needs.

[0061] Furthermore, when multiple similar organizations are selected, the needs setting unit 39 preferably sets needs based on the reason information of the similar organization that is most similar to the sales destination organization. That is, the needs setting unit 39 identifies, among the similar organizations, the similar organization that is most similar (has the highest similarity) to the organizational information of the sales destination organization. Then, the needs setting unit 39 acquires the reason information of the most similar similar organization from the external device 4 and sets the acquired reason information as the needs of the sales destination organization.

[0062] Furthermore, when multiple similar organizations are selected by the selection unit 38, the needs setting unit 39 may set reason information common to two or more similar organizations as the needs of the sales destination organization. First, the needs setting unit 39 identifies reason information corresponding to each of the similar organizations. Then, the needs setting unit 39 identifies reason information indicating a common (equal) reason from the multiple pieces of reason information. This reason information indicates a common issue or the like among the multiple similar organizations. Then, the needs setting unit 39 sets the identified common reason information as the needs of the sales destination organization.

[0063] In this way, the needs setting unit 39 sets needs corresponding to the sales destination organization.

[0064] The generation unit 35 uses the sales information of the service to generate sales documents including proposals that meet the needs of the sales target organization. Specifically, the generation unit 35 generates sales emails including the sales documents.

[0065] The generation unit 35 generates a sales email so as to propose that the needs of the sales destination organization set by the needs setting unit 39 be solved by the services of the sales source organization. In other words, the generation unit 35 generates a sales email so as to include the benefits of the sales destination organization adopting the services of the sales source organization. The generation unit 35 generates the sales email using various information such as information about the services of the sales source organization (sales information), the needs of the sales destination organization (reason information), organization information that is information about the sales destination organization, and information about the sales source organization. In this embodiment, the needs are set using the reason information of similar organizations, so it is possible to generate a sales email so as to solve the needs with a service.

[0066] It is preferable that sales emails (sales documents) be generated using, for example, a Generative Pre-trained Transformer (GPT), which excels at language generation. The generation unit 35 can generate documents containing proposals for meeting needs using services, using input information such as information (sales information) about the services of the sales source organization and the needs (reason information) of the client organization. Note that document generation is not limited to GPT, and other AI may also be applied.

[0067] FIG. 6 is a diagram illustrating an example of a sales email generated by the generation unit 35. FIG. 6 shows an example of the email body on screen 61. FIG. 6 illustrates an example of a sentence in which the sales destination organization is "Company A," the sales source organization is "Company B," the service the sales source organization wants to sell is "Service C," the product sold by the sales destination organization is "Product D," and the set need of the sales destination organization is "improved communication between employees." In the sales email in FIG. 6, section 62 is a proposal to address the need using the service. Specifically, section 62 proposes that Service C can achieve the need "improved communication between employees." Note that section 62 explains the service using sales information for Service C. Furthermore, sections 63 and 64 are written using organizational information of the sales destination organization. In this way, the sentence is created to sell the service according to the needs of the sales destination organization. For example, if multiple services are set, the sentence is created to include proposals using each service. Furthermore, if multiple needs are set, the sentence is created to include proposals corresponding to each need. The generation unit 35 may generate sales emails (sales documents) for each service or for each need.

[0068] <Processing flow> 7 is a flowchart showing an example of the processing flow of the server device 2 according to this embodiment. Each process in the following steps is executed, for example, in response to a start instruction from a user. Note that the order and content of each of the following steps can be changed as appropriate.

[0069] (Step SP10) The reception unit 31 receives the designation of the sales destination organization and the designation of the sales source organization, and then the process proceeds to step SP11.

[0070] (Step SP11) The first acquisition unit 32 acquires information about the service to be sold, and the process then proceeds to step SP12.

[0071] (Step SP12) The second acquisition unit 33 acquires the organizational information of the sales destination organization, and the process then proceeds to step SP13.

[0072] (Step SP13) The identifying unit 37 identifies the introduction organization that has introduced the service included in the sales information, and the process then proceeds to step SP14.

[0073] (Step SP14) The selection unit 38 selects a similar organization that is similar to the sales destination organization from among the introduction organizations that have introduced the service, and the process then proceeds to step SP15.

[0074] (Step SP15) The needs setting unit 39 sets needs corresponding to the sales destination organization, and the process then proceeds to step SP16.

[0075] (Step SP16) The generation unit 35 generates the sales email, and the process then ends.

[0076] The generated sales email is output to the user terminal 3, where the user can check it. The user then sends the sales email to the sales target organization. Note that the user can make corrections to the sales email before sending it.

[0077] <Action and effect> As described above, the server device 2 according to this embodiment includes a first acquisition unit 32 that acquires sales information related to products or services, a reception unit 31 that receives from a user the designation of a sales organization to which the product or service is to be sold, a second acquisition unit 33 that acquires organizational information related to the designated sales organization, a setting unit 34 that uses the organizational information to set needs corresponding to the sales organization, and a generation unit 35 that uses the sales information to generate sales documents including proposals that correspond to the needs.

[0078] With this configuration, since sales documents are created by setting needs, it is possible to generate sales documents that correspond to the target organization, which is the organization to which sales are being made. This reduces the labor required to manually create sales documents such as sales emails, improves sales efficiency, and supports efficient sales activities. It also reduces the labor required to analyze the target organization.

[0079] In addition, in the server device 2, the business information includes content information of the product or service.

[0080] According to this configuration, since the sales information includes content information of services, etc., it is possible to create sales documents using this content information. In other words, it is possible to create appropriate sales documents.

[0081] In addition, in the server device 2, the generation unit 35 generates a sales email including sales text.

[0082] According to this configuration, sales emails can be created, thereby efficiently supporting sales activities.

[0083] In addition, in the server device 2, the setting unit 34 includes a selection unit 38 that uses organizational information to select similar organizations that are similar to the sales destination organization from among the introducing organizations that have introduced the product or service, and a needs setting unit 39 that sets needs from information regarding the reasons why the similar organizations introduced the product or service.

[0084] With this configuration, it is possible to appropriately set the needs of the target organization by utilizing information (reasons for introducing the service) from similar organizations that have already introduced the service and are similar to the target organization.

[0085] In addition, in the server device 2, the setting unit 34 further includes an identifying unit 37 that identifies the introducing organization using the business information.

[0086] This configuration allows the introduction tissue to be identified effectively.

[0087] In addition, in the server device 2, the organizational information includes information on at least one of industry, business type, employee size, location, sales, profits, introduced services, and management plans.

[0088] According to this configuration, the organizational information can indicate the characteristics of the sales destination organization.

[0089] Furthermore, in the server device 2, when the selection unit 38 selects a plurality of similar organizations, the needs setting unit 39 sets needs based on information about the reason for the similar organization that is most similar to the sales destination organization.

[0090] According to this configuration, by setting the needs of the sales destination organization based on the most similar similar organization, it becomes possible to set the needs more appropriately.

[0091] Furthermore, in the server device 2, when a plurality of similar organizations are selected by the selection unit 38, the needs setting unit 39 sets needs from information relating to reasons common to the two or more similar organizations.

[0092] According to this configuration, by setting the needs of the sales target organization based on common reasons among similar organizations, it becomes possible to set the needs more appropriately.

[0093] The program also causes the computer to function as a first acquisition unit 32 that acquires sales information related to products or services, a reception unit 31 that receives from the user the designation of a sales organization to which the product or service is to be sold, a second acquisition unit 33 that acquires organizational information related to the designated sales organization, a setting unit 34 that uses the organizational information to set needs corresponding to the sales organization, and a generation unit 35 that uses the sales information to generate sales documents including proposals that correspond to the needs.

[0094] With this configuration, sales documents are created by setting needs, so it is possible to generate sales documents that correspond to the target organization, which is the organization you want to sell to. This reduces the labor required to manually create sales documents such as sales emails, and makes it possible to support efficient sales activities.

[0095] <Modification> The present disclosure is not limited to the above-described embodiments. In other words, variations of the above-described embodiments, which are appropriately modified by a person skilled in the art, are also included within the scope of the present disclosure as long as they include the features of the present disclosure. Furthermore, the elements of the above-described embodiments and the modifications described below can be combined to the extent technically possible, and such combinations are also included within the scope of the present disclosure as long as they include the features of the present disclosure.

[0096] For example, in the above embodiment, the server device 2 has each function, but each function may be provided in the user terminal 3. Furthermore, each function may be distributed between the server device 2 and the user terminal 3.

[0097] In the above embodiment, the receiving unit 31 has exemplified a case where the name of an organization is specified to specify a sales target organization, but the case is not limited to specifying a name. For example, a plurality of organizations may be displayed according to conditions set by the user (such as industry or business scale), and the user may select an organization to which the user wishes to make sales from among the displayed organizations.

[0098] In the above embodiment, the selection unit 38 selects similar organizations using organizational information. By appropriately selecting similar organizations corresponding to the sales destination organization, it is possible to set appropriate needs. For this reason, the user may be able to input information about similar organizations. Specifically, the receiving unit 31 may receive information that limits similar organizations from the user. The information that limits similar organizations is, for example, information such as company name, industry, or business type. That is, the user inputs information that limits similar organizations, assuming organizations similar to the sales destination organization. After the receiving unit 31 receives the information, the selection unit 38 uses the information to select similar organizations. Specifically, the selection unit 38 uses the information as a condition to select suitable introduced organizations as similar organizations. Note that the selection unit 38 uses organizational information to select introduced organizations that are similar to the sales destination organization and that match the received information that limits similar organizations as similar organizations.

[0099] Furthermore, when the selection unit 38 determines similar organizations, similar required items (priority) may be set for each item of organizational information (for example, industry, type of business, number of employees, location, sales, profits, introduced services, and business plan). Similar required items are items that must be similar to the sales destination organization. Similar required items are set in advance, for example, as industry. Similar organizations are introduced organizations that are similar to the sales destination organization in at least the similar required items. In this way, priorities may be set for similar items.

[0100] In the above embodiment, the case where the reason information of an organization similar to the sales destination organization is set as the needs of the sales destination organization has been described as an example, but the present invention is not limited to the above as long as the needs corresponding to the sales destination organization are set. For example, the needs (issues, etc.) of the similar organization may be identified from the website of the similar organization, and the identified needs may be set as the needs of the sales destination organization.

[0101] The needs of the sales destination organization may also be set without using reason information of similar organizations. For example, the needs (issues, etc.) of the sales destination organization may be identified from the website of the sales destination organization, etc., and the needs of the sales destination organization may be set. Needs may also be associated with the industry, employee size, etc. (each item of organizational information), and the needs corresponding to the sales destination organization may be set. Needs may also be set (hypothesized) by AI, etc., from information about the sales destination organization (organization information, etc.). The set needs may be presented to the user, who may select the needs to use.

[0102] Furthermore, in the above embodiment, a case where needs are set based on reason information of similar organizations and a sales email is generated to solve the needs with a service is taken as an example, but this is not limited to the above. For example, if needs are not set based on reason information of similar organizations, it may be determined whether a service corresponds to the needs. For example, it may be determined whether a service corresponds to the needs based on the sales information of the service. For example, if multiple services are set by the user, a service is selected according to the set needs, and a sales letter for the selected service is created. Furthermore, if the input service does not match the needs, a notification may be sent to the user indicating that the needs cannot be solved by the service. Furthermore, the user may input sales information of the service according to the needs.

[0103] The generation unit 35 may also generate a sales email by attaching materials for the service being sold. That is, when generating a sales email, the generation unit 35 may perform a process of attaching materials necessary for sales.

[0104] Furthermore, the server device 2 may receive input from the user regarding the purpose of the sales text before generating the sales text. For example, if the purpose is set to sales email, the generation unit 35 creates sales text for sales email. By setting the purpose, it is possible to create a text that is appropriate for the purpose.

[0105] Furthermore, the server device 2 may receive instructions from the user regarding the wording of the sales text before generating the sales text. For example, the degree of politeness of the text may be configurable. Furthermore, the user may specify a reference email (for example, a previous sales email created by the user), and the sales email may be generated by referring to the wording of that email.

[0106] Furthermore, in the above embodiment, an example has been described in which text is created using AI such as GPT, but the use of AI is not limited thereto, and a text generation algorithm may be used. For example, for each service, texts (templates) corresponding to each of a plurality of needs may be prepared in advance, and a text corresponding to the set need may be selected to create the sales text. Note that sales texts may also be created by methods other than those described above.

[0107] Furthermore, in the above embodiment, a case has been described in which similar organizations are selected by the selection unit 38 and used in setting needs, but the user may also be able to select the similar organizations selected by the selection unit 38. For example, the similar organizations selected by the selection unit 38 may be presented to the user, and the user may select the necessary similar organization from among them. The selected similar organizations are used by the needs setting unit 39.

[0108] Furthermore, the generation unit 35 may generate a plurality of patterns of sales text (sales emails) and present them to the user, allowing the user to select one pattern of sales text.

[0109] Furthermore, the user may set priorities for the services that the user wishes to promote. For example, when entering sales information, the user sets priorities for each service. When priorities are set, the sales documents are generated by using services with higher priorities first. For example, the higher the priority of a service, the earlier it may be mentioned in the sales documents than other services, or the higher the priority of a service, the more emphasis (for example, the larger the amount of text) may be placed in the sales documents generated. Furthermore, priorities may be set for each of multiple functions, effects, etc. of a service.

[0110] Furthermore, in the above embodiment, the selection unit 38 selects a similar organization similar to the sales destination organization from among the introduction organizations that have introduced the service. However, it may also be configured to select a similar organization from among the introduction organizations that have introduced a competing service. Specifically, the identification unit 37 uses the sales information acquired by the first acquisition unit 32 to identify a competing service (or a competing product) that competes with the service (or product) included in the sales information. The competing service may be identified by pre-setting the service in association with the service, by receiving input from a user, or by acquiring information on the competing service from a database, a website, or the like. The identification unit 37 then identifies the introduction organization that has introduced the competing service. For example, the identification unit 37 identifies the introduction organization that has introduced the competing service from a database (e.g., the external device 4), a website, or the like related to competing services. Note that the method for identifying the introduction organization of the competing service is not limited. The selection unit 38 then selects a similar organization similar to the sales destination organization from among the introduction organizations that have introduced the competing service. Note that, as described above, the selection unit 38 may set a similarity to the sales destination organization. The needs setting unit 39 then sets needs corresponding to the sales destination organization from information (reason information) regarding the reason why the similar organization introduced the competing service. For example, if an introducing organization and reason information are associated in a database (e.g., external device 4), the reason information may be acquired and used. The reason information may also be input and set by the user, or may be acquired from a website or the like. The reason information may also be estimated from information regarding the introducing organization. In this way, the needs setting unit 39 sets needs corresponding to the sales destination organization from the reason information of the similar organization. In the above manner, the needs of the sales destination organization may be set from the introducing organization that has introduced the competing service (or competing product).That is, in the server device 2, the setting unit 34 may include a selection unit 38 that uses organizational information to select similar organizations that are similar to the organization (destination organization) from among introduction organizations that have introduced competing products or services that compete with the product or service, and a needs setting unit 39 that sets needs from information on the reasons why the similar organizations introduced the competing products or services. With this configuration, it is possible to appropriately set the needs of the destination organization by utilizing information on similar organizations that are introduction organizations that have introduced competing services, etc. and are similar to the destination organization. [Explanation of symbols]

[0111] 2: Server device (information processing device) 31: Reception 32: First Acquisition Department 33:Second acquisition part 34: Setting section 35: Generation part

Claims

1. a first acquisition unit that acquires sales information related to products or services; a reception unit that receives from a user a designation of an organization to which the product or service is to be sold; a second acquisition unit that acquires organization information related to the specified organization; a setting unit that sets needs corresponding to the organization using the organization information; a generation unit that generates sales documents including proposals that meet the needs by using the sales information; An information processing device comprising:

2. The business information includes content information of the product or service. The information processing device according to claim 1 .

3. the generation unit generates a sales email including the sales text.

3. The information processing device according to claim 1 or 2.

4. The setting unit a selection unit that uses the organization information to select a similar organization that is similar to the organization from among introduction organizations that have introduced the product or the service; a needs setting unit that sets the needs based on information about the reasons why the similar organizations introduced the products or services; Equipped with 3. The information processing device according to claim 1 or 2.

5. The setting unit an identification unit that identifies the introducing organization using the sales information; Further comprising: The information processing device according to claim 4 .

6. The organizational information includes information on at least one of industry, business type, employee size, location, sales, profits, introduced services, and business plans. The information processing device according to claim 4 .

7. when the selection unit selects a plurality of similar organizations, the needs setting unit sets the needs based on the information regarding the reason for selecting the similar organization that is most similar to the organization. The information processing device according to claim 4 .

8. when a plurality of similar organizations are selected by the selection unit, the needs setting unit sets the needs from the information regarding the reason common to two or more of the similar organizations. The information processing device according to claim 4 .

9. the receiving unit receives information limiting the similar organizations from the user; The information processing device according to claim 4 .

10. The setting unit a selection unit that uses the organization information to select a similar organization that is similar to the organization from among introduction organizations that have introduced a competing product or service that competes with the product or service; a needs setting unit that sets the needs based on information about the reasons why the similar organization introduced the competing product or the competing service; Equipped with 3. The information processing device according to claim 1 or 2.

11. Computer, a first acquisition unit that acquires business information related to products or services; a reception unit that receives from a user a designation of an organization to which the product or service is to be sold; a second acquisition unit that acquires organization information related to the specified organization; a setting unit that sets needs corresponding to the organization using the organization information; a generation unit that generates sales documents including proposals that meet the needs using the sales information; A program that functions as a

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