Business support system

Abstract

To provide a business support system excellent in convenience for providing information by electronic mail, SMS or mail.SOLUTION: This business support system 1 is composed of a first server 11 having at least a WEB function, a second server 12 having at least a database function, a business person side client terminal 21 allowing a business person in charge to access the first server through a network, and customer side client terminals 22, 23. allowing a customer to access the first server through the network. In the second server, a database capable of processing at least the table T1 related to the business person in charge, the table T2 related to the customer information, and the table T3 related to the provision material information operates.SELECTED DRAWING: Figure 1

Description

[Technical Field]

[0001] The present invention relates to a sales support system in the form of a so-called web application system in which various client terminals access a web server and a database server via the Internet. [Background technology]

[0002] Conventionally, computer systems have been provided in which various client terminals use web servers and database servers via the Internet, and many systems for sales support purposes have also been provided (for example, Patent Document 1). [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Application Laid-Open No. 2011-134023 Summary of the Invention [Problem to be solved by the invention]

[0004] The above-mentioned sales support system is described as being characterized in that the email messages sent to the sales destinations of the sales representatives are distributed in succession in multiple parts.

[0005] We believe that sending an email message in multiple installments is an excellent method for getting people to read the content of the email message, but we also believe that other approaches may be effective.

[0006] Therefore, the objective of the present invention is to provide a sales support system that improves the possibility or probability that information provided by email, SMS, or mail will be read by the information recipient (equivalent to the customer of the present application, the sales recipient of the above-mentioned sales support system). Another objective of the present invention is to automate the series of tasks involved in creating the information to be provided. [Means for solving the problem]

[0007] In order to solve the above-mentioned problems, the present invention is a sales support system that provides selected customers with specified materials or information about materials via email, SMS, or mail, and is characterized in that the information about the provided materials is provided in at least summary information and detailed information.

[0008] In order to solve the above-mentioned problems, the present invention also provides a sales support system that automates a series of operations for creating predetermined materials or information related to the materials.

[0009] In order to solve the above-mentioned problems, the present invention also provides a sales support system that includes, as information about the provided materials, a URL and a two-dimensional code for accessing detailed information.

[0010] In addition, in order to solve the above-mentioned problems, the present invention provides a sales support system that makes it easy for customers who access detailed information to respond to the sales representative in charge that they are interested in the provided materials or information related to the materials. [Effects of the Invention]

[0011] The sales support system of the present invention is a sales support system that provides selected customers with specified materials or information about materials via email, SMS, or mail.The information about the materials provided is provided divided into at least summary information and detailed information, allowing customers to grasp the outline of the information in a shorter time, preventing them from deleting the email without reading the main text, and is believed to improve the possibility or probability that the information will be read.

[0012] Furthermore, the sales support system of the present invention automates the series of operations for creating predetermined materials or information related to materials, so that greater effectiveness can be expected while reducing the workload of sales representatives.

[0013] Furthermore, the sales support system of the present invention includes a URL and a two-dimensional code for accessing detailed information as information related to the provided materials, making it easier to access the detailed information.

[0014] Furthermore, the sales support system of the present invention makes it easy for customers who have accessed detailed information to reply to the salesperson in charge that they are interested in the provided materials or information about the materials (a reply screen is displayed with just one click of the interest button), which is expected to result in more replies to the provided material information and support sales activities. [Brief explanation of the drawings]

[0015] [Figure 1] FIG. 1 is a diagram showing the environment in which the sales support system operates and the overall configuration. [Figure 2] Figure 2 is an image of the operation when a sales representative enters data. [Figure 3] Figure 3 is an example of a salesperson input screen. [Figure 4] Figure 4 is an example of the next screen for entering information from a salesperson. [Figure 5] FIG. 5 is an illustration showing how the provided information is sent to the customer. [Figure 6] Figure 6 is an image diagram showing the operation when a customer views and operates the system (when summary information is displayed). [Figure 7] Figure 7 shows an example of the customer viewing and operation screen (when summary information is displayed). [Figure 8] Figure 8 is an image diagram showing the operation when a customer views and operates the system (when detailed information is displayed). [Figure 9] Figure 9 shows an example of the customer viewing and operation screen (when detailed information is displayed). DETAILED DESCRIPTION OF THE INVENTION

[0016] It will be implemented as a sales support system that provides specified information via email, SMS or mail. [Example]

[0017] The configuration of the sales support system and the functions of each server will be explained with reference to Figure 1.

[0018] The sales support system (1) comprises a first server (11) connected to a network and having at least a web function, a second server (12) connected to the network and having at least a database server function, and a plurality of client terminals (21, 22, 23, etc.) that can access the first server via the network (Figure 1).

[0019] The first server (11) must be accessible via the browser of the client terminal, and in this embodiment, a WEB server (111) and a JSP server (112) are running (FIG. 1).

[0020] The second server (12) must have a database in operation or operable to process at least a table (T1) relating to sales representatives, a table (T2) relating to customer information, and a table (T3) relating to information on materials provided (Figure 1).

[0021] The client terminals include at least a salesperson client terminal (21) used by the salesperson in charge and customer client terminals (22, 23) used by the customers (FIG. 1).

[0022] In this embodiment, the salesperson client terminal (21) used by the salesperson is assumed to be a personal computer or tablet terminal that can access the first server via the network.

[0023] The customer-side client terminals (22, 23) used by the customers are assumed to be personal computers, tablet terminals, and smartphones that receive the provided information sent by instructions from the first server or the second server via email or SMS based on the operations of the sales representative.

[0024] The table (T1) relating to the sales representatives is composed of a sales representative ID column, a sales representative name column, a password column, etc. (Fig. 1) The sales representative ID column is used as the primary key.

[0025] The table (T2) related to the customer information is composed of a customer ID column, a customer name column, an address column, a phone number column, an email address column, and a smartphone phone number column for receiving SMS (Figure 1). The primary key is the customer ID column.

[0026] The table (T3) relating to the provided material information is composed of a provided material information ID column, a provided material information title column, a customer ID column, a sales representative ID column, an email address column, a smartphone phone number column for receiving SMS, an address column, a message column from the sales representative, a provided material information summary column, a provided material information details column, an attachment storage location 01 column, an attachment storage location 02 column, an attachment storage location 03 column, an attachment storage location 04 column, an attachment storage location 05 column, an attachment storage location 06 column, an attachment storage location 07 column, an attachment storage location 08 column, etc. (Figure 1). The primary key is the provided material information ID column.

[0027] The ID column of the provided material information is automatically generated and assigned numbers.

[0028] The email address column, the phone number column of the smartphone for receiving SMS, and the address column are input with values ​​of the contact means for sending the provided material information.

[0029] For example, if the message is sent by email, the email address of the recipient is entered in the email address column, and "NULL" is entered in the phone number column and address column of the smartphone used to receive the SMS.

[0030] For example, when sending by SMS, the phone number of the recipient's smartphone is entered in the phone number column of the smartphone for receiving the SMS, and "NULL" is entered in the email address column and address column.

[0031] For example, if the message is sent by mail, the address of the recipient is entered in the address column. Note that "NULL" is entered in the email address column and the phone number column of the smartphone for receiving SMS.

[0032] In this embodiment, in addition to the three tables mentioned above, a reply-related table (T4) for replying to the customer after viewing the provided material information is also operated on the second server (12).

[0033] The table relating to the replies is made up of a column of IDs for provided material information, a column of replies, a column of remarks, etc. (Fig. 1). The primary key is the column of IDs for provided material information.

[0034] In this embodiment, the first server (11) and the second server (12) are depicted as different pieces of hardware, but it is also acceptable to have one piece of hardware that has both functions, or to have a group of multiple servers (10) for fault tolerance or load balancing (FIG. 1).

[0035] Next, an operation image of the sales support system and examples of screen displays will be explained with reference to FIGS.

[0036] (Example of input operation by sales representative) The salesperson (30) operates the salesperson client terminal (21) to access the first server (11) and inputs the required information from the salesperson input screen (211) displayed on the display unit of the salesperson client terminal (FIG. 2).

[0037] Regarding the details to be entered on the Salesperson Input Screen (211), enter the title of the provided material information directly in the title field located at the top of the screen, click the customer selection button located directly below the title field to select the customer, check the checkbox to select electronic mail (E-mail), SMS, or mail as the means of contact, and then click the OK button located at the bottom right of the screen (Figure 3).

[0038] Thereafter, the next screen for entering business information (211) is displayed, and the required information is entered (FIG. 4).

[0039] Regarding the details to be entered on the sales representative input next screen (211), a message from the sales representative is directly entered in the sales representative message field located at the top of the screen, a summary of the information about the materials to be provided is directly entered in the summary field located directly below the sales representative message field, detailed information about the materials to be provided is directly entered in the details field located directly below the summary field, and the necessary files are attached by clicking each attachment button located at the bottom of the screen, and then the send button at the top right of the screen is clicked (Figure 4).

[0040] In this embodiment, the number of attachment buttons is eight (FIG. 4).

[0041] By performing the above-mentioned input operation, an email is sent to the customer's email address via a mail server (not shown) through the first server (11) and the second server (12), or an SMS is sent to the phone number of the customer's smartphone (23) via an SMS sending server (not shown) (Figure 5).

[0042] In addition, if the checkbox for selecting mail as the means of communication entered on the salesperson input screen (211) is checked, the same information as that sent by e-mail or SMS will be printed as a document by the printer (the customer's address will also be printed), so it is also possible to mail the document to the customer.

[0043] (Example of viewing and operation by the customer) The customer (40) receives the provided information sent based on the operation of the sales representative by email using the customer's client terminal (22), and performs the required operations on the customer viewing and operation screen (211) displayed on the display unit of the customer's client terminal (Fig. 6).

[0044] Regarding the details of operations performed on the Customer Viewing / Operation Screen (221), first read the message from the person in charge displayed at the top of the screen and the summary displayed directly below it, and then consider whether or not the content is something you would like to view further (Figures 6 and 7).

[0045] If the user wishes to view the content further, he or she can continue viewing by clicking on the URL of the detailed information and attached materials displayed directly below the summary display or by scanning the two-dimensional code (Figure 7).

[0046] When the URL is clicked, the first server (11), which is the linked destination, is accessed, and the details and attached files are displayed on the customer viewing and operation screen (221), so that the displayed contents can be viewed (Figures 8 and 9).

[0047] In addition, in this embodiment, an "Interested" button and a "Not Interested" (Exit) button are located at the bottom of the customer viewing / operation screen (221), and when the "Interested" button is clicked, the screen transitions to a reply input screen, making it possible to easily reply to the provided information (Fig. 9).

[0048] The process for a customer (40) receiving the provided information sent based on the operation of the sales representative by SMS using a smartphone (23), which is the customer's client terminal, is generally similar to that for the email described above, so a detailed explanation will be omitted (Figures 6 to 9). Also, the process for a customer receiving the information by mail is generally similar, so a detailed explanation will be omitted.

[0049] The sales support system of the present invention also has various tallying or management functions (not shown), such as displaying a list of customers who have clicked the "interested" button. [Industrial Applicability]

[0050] The present invention is an excellent system that contributes to sales support by providing selected customers with specified materials or information related to materials via email, SMS, or mail, and therefore has industrial applicability. [Explanation of symbols]

[0051] 1. Sales support system 10 Servers 11 First Server 111 Web Server 112 JSP Server 12 Second Server 20 Client Terminals 21. Salesperson's client terminal (personal computer) 211 Screen display of the salesperson's client terminal 22 Customer client terminal (personal computer) 221 Customer-side client terminal screen display 23 Customer client devices (smartphones, tablet devices) 30 Sales Representatives 40 customers T1 Table related to sales representatives T2 Table related to customer information T3 Table of material provided information T4 Table of replies

Claims

1. A sales support system that provides predetermined materials or information about materials to selected customers by email, SMS, or mail, A sales support system characterized in that the information regarding the provided materials is provided by dividing it into at least summary information and detailed information.

2. 2. The sales support system according to claim 1, wherein a series of operations for creating the predetermined materials or information related to the materials is automated.

3. 3. The sales support system according to claim 1, wherein the information about the provided materials includes a URL and a two-dimensional code for accessing detailed information.

4. 3. The sales support system according to claim 2, wherein the customer who has accessed the detailed information can easily respond to the salesperson that he or she is interested in the provided material or information related to the material.

5. 4. The sales support system according to claim 3, wherein the customer who has accessed the detailed information can easily respond to the salesperson that he or she is interested in the provided material or information related to the material.

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