Information processing device, information processing method, and information processing program
The information processing device addresses the challenge of inappropriate product proposals by generating tailored sales methods and scripts using customer information, enhancing proposal effectiveness and reducing salesperson burden.
Patent Information
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- NTT DOCOMO BUSINESS INC
- Filing Date
- 2024-10-10
- Publication Date
- 2026-04-22
AI Technical Summary
Existing sales support systems struggle to appropriately identify customer needs and determine effective product proposal methods, often relying on subjective salesperson judgment and failing to utilize customer company information effectively.
An information processing device that acquires product, IR, and relationship information, inputs them into a learning model to generate and provide tailored product proposals and methods, including talk scripts and timing, to sales representatives.
Enables appropriate product proposals to customer companies, reducing sales representative burden and ensuring proposals align with customer needs and situations.
Smart Images

Figure 2026068576000001_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to an information processing apparatus, an information processing method, and an information processing program.
Background Art
[0002] Conventionally, sales support has been performed in various ways. For example, there is known a technique (for example, Patent Document 1) that divides a series of sales activities into a plurality of phases, determines in which phase each customer is located, and clarifies the state of each phase and the content of the sales activities necessary for phase transition.
Prior Art Documents
Patent Documents
[0003]
Patent Document 1
Summary of the Invention
Problems to be Solved by the Invention
[0004] However, in the prior art, it may be difficult to appropriately propose products to customer companies. For example, in the prior art, it is difficult to identify what products (services) a customer company is seeking. Also, regarding the specific proposal method of how a salesperson should proceed with product proposals to a customer company in what flow, it is generally determined based on the subjective judgment of the salesperson.
[0005] The present invention has been made in view of the above, and an object thereof is to provide an information processing apparatus, an information processing method, and an information processing program that enable appropriate product proposals to customer companies.
Means for Solving the Problems
[0006] To solve the above-mentioned problems and achieve the objective, the information processing device of the present invention is characterized by comprising: an acquisition unit that acquires information on products provided by a company, IR (Investor Relations) information of customer companies that receive the products from the company, and relationship information indicating the relationship between the company and the customer companies; a generation unit that generates the products and proposed methods by inputting the product information, IR information, and relationship information acquired by the acquisition unit into a learning model that outputs products and proposed methods, and a provision unit that provides the products and proposed methods generated by the generation unit to the user. [Effects of the Invention]
[0007] The present invention has the effect of enabling the appropriate proposal of products to client companies. [Brief explanation of the drawing]
[0008] [Figure 1] Figure 1 shows an example of the configuration of an information processing system according to an embodiment. [Figure 2] Figure 2 is a diagram illustrating the overview of the processing performed by the information processing device according to this embodiment. [Figure 3] Figure 3 shows an example of the configuration of an information processing device according to the embodiment. [Figure 4] Figure 4 shows an example of the information stored by the product information storage unit according to this embodiment. [Figure 5] Figure 5 shows an example of the information stored by the IR information storage unit according to this embodiment. [Figure 6] Figure 6 shows an example of the information stored by the relational information storage unit according to this embodiment. [Figure 7] Figure 7 shows an example of processing by the generation unit according to the embodiment. [Figure 8] Figure 8 shows an example of processing by the notification unit according to this embodiment. [Figure 9]Figure 9 is a flowchart illustrating an example of the processing flow by the information processing device according to the embodiment. [Figure 10] Figure 10 shows an example of a computer that runs an information processing program. [Modes for carrying out the invention]
[0009] Hereinafter, embodiments of the information processing apparatus, information processing method, and information processing program according to the present application will be described in detail with reference to the drawings. However, the present invention is not limited to these embodiments. Furthermore, in the drawings, identical parts are denoted by the same reference numerals, and redundant explanations are omitted.
[0010] [Embodiment] [Configuration of the information processing system] The information processing system 1 shown in Figure 1 will now be described. Figure 1 is a diagram showing an example configuration of the information processing system 1 according to the embodiment. As shown in Figure 1, the information processing system 1 has a configuration in which an information processing device 100, a customer company server 200, a company server 300, and a terminal device 400 are connected by a predetermined network NW. In the following, a company that provides products will be referred to as "company," and a company that is a customer of a company will be referred to as "customer company."
[0011] Furthermore, regarding the network configuration shown in Figure 1, each device may communicate via any communication network, whether wired or wireless, such as the Internet, LAN (Local Area Network), or VPN (Virtual Private Network). Note that the configuration shown in Figure 1 is merely an example, and there are no particular limitations on the specific configuration or the number of devices.
[0012] (Information processing device 100) The information processing device 100 is an information processing device that provides information on products to be proposed to customer companies and the proposed methods to sales representatives who are users belonging to the company, and is realized by a server device or a cloud system. For example, the information processing device 100 supports sales by outputting products and proposed methods generated by inputting various information into a learning model to a terminal device 400 used by a sales representative.
[0013] (Customer company server 200) The customer company server 200 is a server that provides information on the customer company, and is realized by a computer, a cloud system, or the like. For example, the customer company server 200 provides IR information of the customer company to the information processing device 100.
[0014] Here, IR information is information for publicizing to investors such as a company's management, financial situation, business strategy, etc. For example, IR information is information including any one or more of "settlement short message", "securities report", "quarterly report", "announcement of new products and new developments", "long-term business plan", "medium-term business plan", "short-term business plan", "officer information", "announcement of business alliance", "shareholder information", etc.
[0015] (Enterprise server 300) The enterprise server 300 is a server that provides information on the enterprise, and is realized by a computer, a cloud system, or the like. For example, the enterprise server 300 provides information such as information on products provided by the enterprise and relationship information indicating the relationship between the enterprise and the customer company to the information processing device 100. The relationship information includes CRM (Customer Relationship Management) information including information such as purchase data of the customer company, browsing data of the customer company, contact history with the customer company, and visit history.
[0016] (Terminal device 400) The terminal device 400 is a terminal such as a personal computer, a smartphone, a tablet, etc., and displays and plays back the output results by the information processing device 100. For example, the terminal device 400 is a computer that displays on the screen the products and the proposal methods output by the information processing device 100.
[0017] 〔Processing of Information Processing Device〕 In a conventional information processing system, it may be difficult to appropriately propose products to a customer company. For example, it is common for a customer company to consider purchasing a product to solve the problems it faces, but in the conventional technology, it is difficult to identify what products the customer company is seeking. Also, regarding the specific proposal method of how a salesperson should proceed with product proposals to a customer company in what flow, it is often determined based on the salesperson's know-how.
[0018] Moreover, even when a salesperson creates a talk script for a proposal to a customer company in advance, the burden on the salesperson for creating the talk script is excessive. Furthermore, in a proposal method relying on the intuition and experience of the salesperson, when proposing products to a customer company, the changes in the business situation and the information on the business plan of the customer company may not be appropriately utilized, and a decrease in the closing rate, etc., is assumed. Therefore, a technology that enables appropriate product proposals to a customer company is desired.
[0019] Therefore, the information processing device 100 acquires the information on the products provided by the company, the IR information of the customer company that is the customer of the company, and the relationship information indicating the relationship between the company and the customer company, and inputs the product information, IR information, and relationship information obtained by the acquisition unit as inputs into a learning model that outputs products and proposal methods, generates products and proposal methods, and provides the generated products and proposal methods to the user.
[0020] Now, with reference to Figure 2, we will explain the overview of the processing performed by the information processing device 100. Figure 2 is a diagram illustrating the overview of the processing performed by the information processing device 100. In the example in Figure 2, the overall picture of the processing performed by the information processing device 100 to support sales by sales representatives is shown.
[0021] For example, first, the information processing device 100 obtains IR information of the customer company from the customer company server 200 (step S11). Next, the information processing device 100 obtains information on the products handled by the company and relationship information indicating the relationship with the customer company from the company server 300 (step S12).
[0022] Next, the information processing device 100 inputs the acquired product information, IR information, and related information into a learning model to obtain products and proposal methods to be proposed to customer companies (step S13). Then, the information processing device 100 provides the products and proposal methods output from the model to the terminal device 400 used by the user, who is a sales representative (step S14). Sales support is provided to sales representatives through the above example process.
[0023] In this way, the information processing device 100 inputs product information, IR information, and relationship information into a learning model and provides the outputted products and proposal methods to the user. This enables sales representatives to present products and proposal methods that reflect the customer company's situation, trends, and relationship with the customer company, thereby enabling them to appropriately propose products to the customer company. Furthermore, by providing the user with products and proposal methods to propose to the customer company, the information processing device 100 can reduce the burden on sales representatives involved in proposing products to customer companies. In other words, the information processing device 100 supports sales representatives and enables them to propose products that customer companies need in an appropriate manner.
[0024] [Configuration of the information processing device] Next, the configuration of the information processing device 100 will be described using Figure 3. Figure 3 is a diagram showing an example of the configuration of the information processing device 100 according to this embodiment. As shown in Figure 3, the information processing device 100 has a communication unit 110, a control unit 130, and a storage unit 120. Note that each of these units may be distributed and held by multiple devices. The processing of each of these units will be described below.
[0025] (Communications Department 110) The communication unit 110 is implemented using a NIC (Network Interface Card) or the like, and enables communication between the control unit 130 and external devices via telecommunication lines such as LANs or the Internet. For example, the communication unit 110 enables communication between external devices and the control unit 130.
[0026] (Storage unit 120) The memory unit 120 is implemented using semiconductor memory elements such as RAM (Random Access Memory) and flash memory, or storage devices such as hard disks and optical discs. The memory unit 120 includes a product information storage unit 121, an IR information storage unit 122, a relationship information storage unit 123, and a model storage unit 124. The individual parts of the memory unit 120 will be described below.
[0027] (Product information storage unit 121) The product information storage unit 121 stores information about the products offered by the company. For example, the product information storage unit 121 stores information such as the characteristics and price of each product sold by the company. Now, with reference to Figure 4, the information stored by the product information storage unit 121 will be explained. Figure 4 is a diagram showing an example of the information stored by the product information storage unit 121 according to this embodiment.
[0028] As shown in Figure 4, the product information storage unit 121 stores information for items such as "No," "Product Name," "Features," and "Price." "No" indicates the product identification number. "Features" indicates the product's characteristics. "Price" indicates the product's price.
[0029] For example, the product information storage unit 121 stores information such as "No: 1", "Product name: Customer acquisition system ○○", "Features: Prospecting for potential customers", and "Price: *** yen". In other words, the product information storage unit 121 stores information that the customer acquisition system ○○ has the feature of prospecting for potential customers and that its price is *** yen.
[0030] (IR information storage unit 122) The IR information storage unit 122 stores the IR information of client companies. For example, the IR information storage unit 122 stores the IR information that client companies publicize to investors for each client company. Now, with reference to Figure 5, the information stored by the IR information storage unit 122 will be explained. Figure 5 is a diagram showing an example of the information stored by the IR information storage unit 122 according to this embodiment. Figure 5 shows business plan information as an example of the information stored by the IR information storage unit 122.
[0031] As shown in Figure 5, the IR information storage unit 122 stores information on items such as "period," "management plan," "management strategy," "business strategy," and "numerical targets." "Period" indicates a future period. "Management plan" indicates the content of the management plan. "Management strategy" indicates the management-level strategy. "Business strategy" indicates the business-level strategy. "Numerical targets" indicate the target values for each item.
[0032] For example, the IR information storage unit 122 stores information such as "Period: FY2025", "Management plan: Improvement of profitability", "Management strategy: Expansion of customer base", "Business strategy: Strengthening of customer channels", and "Numerical targets: Net profit *** yen, ordinary profit *** yen". In other words, the IR information storage unit 122 stores information that the client company has a management plan to improve profitability by strengthening its customer channels in FY2025 to expand its customer base and achieve numerical targets such as "Net profit *** yen, ordinary profit *** yen, ...".
[0033] (Related information storage unit 123) The relationship information storage unit 123 stores relationship information that indicates the relationship between the company and its customer companies. For example, the relationship information storage unit 123 stores information such as the customer company's purchase history, the customer company's activity history, and the history of communication between the company and its customer companies.
[0034] Now, with reference to Figure 6, the information stored by the relationship information storage unit 123 will be explained. Figure 6 is a diagram showing an example of the information stored by the relationship information storage unit 123 according to this embodiment. In Figure 6, an example is shown in which the relationship information storage unit 123 stores contact history information, but the information stored by the relationship information storage unit 123 is not limited to this, and it stores various types of CRM information such as customer company purchase data and customer company browsing data.
[0035] As shown in Figure 6, the related information storage unit 123 stores information for items such as "No," "Sender," "Recipient," "Category," "Date and Time," and "Content." "No" indicates the identification number of the contact. "Sender" indicates the person who made the contact. "Recipient" indicates the recipient of the contact. "Category" indicates the category of the contact, such as telephone, email, or visit. "Date and Time" indicates the date and time the contact took place. "Content" indicates the content of the contact.
[0036] For example, the relational information storage unit 123 stores information such as "No: 1", "Sender: Mr. / Ms. XX from Company A", "Recipient: Our Company XX", "Category: Email", "Date and Time: **** / ** / ** **:**", and "Content: Inquiry about a product". In other words, the relational information storage unit 123 stores information that, regarding "No: 1", Mr. / Ms. XX from Company A sent an email to our Company XX on **** / ** / ** **:** with an "inquiry about a product".
[0037] (Model memory unit 124) The model memory unit 124 stores models that output products and proposed methods. For example, the model memory unit 124 stores a trained model that takes product information, IR information, and relationship information as input and outputs products and proposed methods. In other words, the model memory unit 124 stores a trained model that has learned the relationship between product information, IR information, relationship information, and products and proposed methods.
[0038] Furthermore, the model storage unit 124 stores a trained model that takes product information, IR information, and relational information as input and outputs information including a talk script for proposing a product to a customer company as a proposal method. In other words, the model storage unit 124 stores a trained model that has learned the relationship between product information, IR information, relational information, and the proposal method including the product and the talk script.
[0039] Furthermore, the model storage unit 124 stores a trained model that takes product information, IR information, and relational information as input and outputs information including the timing of proposing the product to the customer company as a proposal method. In other words, the model storage unit 124 stores a trained model that has learned the relationship between product information, IR information, relational information, and the proposal method, which includes the product, the timing of the proposal, and the talk script.
[0040] Furthermore, the model storage unit 124 stores a trained model that takes product information, IR information, and relational information as input and outputs information including means of proposing the product to customer companies as a proposal method. In other words, the model storage unit 124 stores a trained model that has learned the relationship between product information, IR information, relational information, and a proposal method that includes the product, the means of proposing, the timing of the proposal, and the talk script. The trained model stored in the model storage unit 124 can take product information, IR information, and relational information as input and output information including talk scripts corresponding to proposal means such as face-to-face meetings, telephone calls, and emails as a proposal method.
[0041] The models stored in the model memory unit 124 are, for example, predetermined models based on known technologies such as generative models such as large-scale language models with general knowledge, supervised machine learning models, unsupervised machine learning models, and reinforcement learning models.
[0042] (Control unit 130) The control unit 130 is implemented using a CPU (Central Processing Unit), NP (Network Processor), FPGA (Field Programmable Gate Array), etc., and executes processing programs stored in memory. As shown in Figure 3, the control unit 130 has an acquisition unit 131, a generation unit 132, a provision unit 133, and a notification unit 134. The individual parts of the control unit 130 will be described below.
[0043] (Acquisition part 131) The acquisition unit 131 acquires information about products offered by a company, IR information of customer companies that receive products from the company, and relationship information indicating the relationship between the company and the customer company. For example, the acquisition unit 131 acquires product information from the company server 300 and stores it in the product information storage unit 121. The acquisition unit 131 also acquires IR information from the customer company server 200 and stores it in the IR information storage unit 122. To illustrate with an example, the acquisition unit 131 accesses the customer company's website, performs text analysis on the information contained on pages made public to investors, and stores the information item by item in the IR information storage unit 122. The acquisition unit 131 also acquires relationship information from the company server 300 and stores it in the relationship information storage unit 123.
[0044] (Generation unit 132) The generation unit 132 takes product information, IR information, and relationship information as inputs and generates products and proposed methods by inputting the product information, IR information, and relationship information acquired by the acquisition unit 131 into a learning model that has been trained to output products and proposed methods.
[0045] For example, the generation unit 132 generates a product and a proposal method including a talk script by inputting the product information, IR information, and relationship information acquired by the acquisition unit 131 into a learning model that has been trained to output a product and a proposal method including a talk script for proposing the product to a customer company, in response to the input of product information, IR information, and relationship information.
[0046] Here, a talk script is a script that anticipates the responses and reactions of a client company, outlining the content and flow of communication when a sales representative proposes a product to a client company. Talk scripts include those used not only for conversational communication but also for text-based communication such as emails and documents.
[0047] As an alternative example, the generation unit 132 can generate a proposal method that also includes information on the timing of the proposal. For example, the generation unit 132 takes product information, IR information, and relationship information as inputs and uses a trained model to output a product, a talk script for proposing the product to a client company, and a proposal method that includes the timing of the proposal to the client company. By inputting the product information, IR information, and relationship information acquired by the acquisition unit 131 into the training model, the generation unit 132 generates a product and a proposal method that includes the timing of the proposal and a talk script.
[0048] As an alternative example, the generation unit 132 can further generate a proposal method that includes means of proposing the product to the customer company, such as face-to-face meetings, telephone calls, and emails. For example, the generation unit 132 generates a proposal method that includes the product, the means of proposing the product to the customer company, the timing of proposing the product to the customer company, and the product, IR information, and relationship information acquired by the acquisition unit 131, by inputting the product information, IR information, and relationship information into a learning model that is trained to output a proposal method that includes the product, the means of proposing the product to the customer company, and the timing of proposing the product to the customer company, in response to the input of product information, IR information, and relationship information. In this case, the generation unit 132 can generate a proposal method that includes a talk script corresponding to the type of proposal means.
[0049] Now, with reference to Figure 7, the processing by the generation unit 132 will be explained. Figure 7 is a diagram showing an example of the processing by the generation unit according to the embodiment. Figure 7 shows an example in which the information processing device 100 generates products and proposed methods using information acquired from various servers as input.
[0050] First, the generation unit 132 inputs the following information into a learning model that outputs a product and a proposal method: "No: 1, Product name: Customer acquisition system ○○, Features: Prospecting for potential customers, Price: *** yen" stored in the product information storage unit 121, "Period: FY2025, Management plan: Improving profitability, Management strategy: Expanding the customer base, Business strategy: Strengthening customer channels, Numerical targets: Net profit *** yen, Operating profit *** yen" stored in the IR information storage unit 122, and "No: 1, Sender: Mr. / Ms. ○○ of Company A, Recipient: Our company ○○, Category: Email, Date and time: **** / ** / ** **:**, Content: Inquiry about the product" stored in the relationship information storage unit 123, using the product information, IR information, and relationship information as inputs.
[0051] Then, the generation unit 132 inputs the aforementioned product information "No: 1, Product name: Customer acquisition system ○○, Features: Prospecting for potential customers, Price: *** yen", IR information "Period: FY2025, Management plan: Improving profitability, Management strategy: Expanding the customer base, Business strategy: Strengthening customer channels, Numerical targets: Net profit *** yen, Operating profit *** yen", and related information "No: 1, Sender: Mr. / Ms. ○○ of Company A, Recipient: Our company ○○, Category: Email, Date and time: **** / ** / ** **:**, Content: Inquiry about the product" into the learning model, thereby inputting "Product: Customer acquisition system ○○" and "Customer company: Company A (Mr. / Ms. ○○), Timing: Month XX - Month XX, Proposal method: Face-to-face" Greeting: Thank you for your time. My name is [Name] from [Company Name]. Introduction: As you inquired about via email the other day, we provide a customer acquisition system and have the following track record: ***. Your company has set a business strategy to expand its customer base in 2025, and I would like to ask if your company is interested in prospecting for potential customers. Main topic: Our company sells a customer acquisition system called [System Name] that specializes in prospecting for potential customers. Compared to other companies' systems, our customer acquisition system [System Name] has the following features: *** and offers the advantage of being able to: ***. If you are interested, I would like to explain the customer acquisition system [System Name] in more detail. Would it be possible to schedule a meeting? Closing: Thank you. Do you have any dates and times that are convenient for you after [Date]? Then, I would like to schedule a meeting for [Date] at [Time]. I will send you an email with the details of the scheduled meeting later. Thank you.
[0052] In addition, although the above example shows the generation unit 132 using information from the short-term business plan as IR information, the generation unit 132 may also generate products and proposed methods using one or more of the following information as IR information: "Financial Results Summary," "Securities Report," "Quarterly Report," "Announcement of New Products / New Developments," "Long-Term Business Plan," "Medium-Term Business Plan," "Executive Information," "Announcement of Business Alliances," and "Shareholder Information."
[0053] Furthermore, the timing may be indicated by specific dates or periods, such as "Month X, Day X to Month X, Day X," or by a specified period from a predetermined trigger, such as "Within X days from the date the product inquiry was received." The predetermined trigger and period can be freely changed according to the client company's situation, user preferences, and other objectives.
[0054] In this way, the generation unit 132 outputs a product, a means of proposing the product to a client company, a talk script for when proposing to the client company, and a proposal method that includes the timing of the proposal to the client company, thereby providing sales representatives with a more specific proposal method and enabling them to appropriately propose products that are thought to be desired by the client company, using means that are easily accepted by the client company and at the timing that the client company needs.
[0055] (Provider 133) The provisioning unit 133 provides the user with the products and proposal methods generated by the generation unit 132. For example, the provisioning unit 133 provides the user with information on the products and proposal methods generated by the generation unit 132 via a terminal device 400 used by a sales representative. To give an example, the provision unit 133 provides information on the product and proposal method generated by the generation unit 132: "Customer Company: Company A (Mr. / Ms. XX) Product: Customer Acquisition System XX Timing: Month XX - Month XX Proposal Method: In person Greeting: Thank you for your time. My name is XX from XX Corporation. Introduction: As you inquired about by email the other day, we provide a customer acquisition system and have the following track record: ***. Your company has set a business strategy to expand its customer base in fiscal year 2025, and we are wondering if your company is interested in discovering potential customers. Main Topic: Our company sells a customer acquisition system XX that is characterized by discovering potential customers. Compared to other companies' systems, our customer acquisition system XX has the following features: *** and offers the advantage of being able to: ***. If you are interested, we would like to explain the customer acquisition system XX in more detail. Would it be possible to schedule a meeting?" Closing: Thank you. Do you have any preferred dates and times after [date]? If so, we would like to schedule a meeting for [date] at [time]. We will send you an email with the details of the scheduled meeting later. Thank you. This message is displayed on the screen of terminal device 400 used by the sales representative.
[0056] Alternatively, the providing unit 133 may play the information about the product and proposed method generated by the generating unit 132 through the speaker. Note that the devices for conveying information to the user, such as screens and speakers, are not limited to those provided by the terminal device 400, but may also be connectable to the terminal device 400.
[0057] (Notification Department 134) The notification unit 134 provides the user with notifications regarding product proposals, depending on the timing of the product proposal to the client company. For example, the notification unit 134 displays notifications regarding product proposals on the user's terminal device 400, depending on the timing of the actions related to the product proposal to the client company included in the proposal method generated by the generation unit 132. The notification method may be display on a screen, or it may be audio playback, etc.
[0058] Now, with reference to Figure 8, the processing by the notification unit 134 will be explained. Figure 8 is a diagram showing an example of the processing by the notification unit according to this embodiment. Figure 8 shows the screen of the terminal device 400 displaying a notification regarding a product suggestion.
[0059] For example, if it is before the specified period "Month Day to Month Day" included in the proposal method, the notification unit 134 will display a message on the screen of the terminal device 400, as shown in Figure 8(1), saying, "It is XX days before the effective proposal timing. Let's prepare your proposal to the client company," and notify the user.
[0060] As an alternative example, when the timing included in the proposal method, "Month / Day to Month / Day," is reached, the notification unit 134 displays the message "It's now an effective time to make a proposal. Let's proceed with the proposal to the client company." on the screen of the terminal device 400, as shown in Figure 8(2), to notify the user.
[0061] As an alternative example, the notification unit 134, a predetermined period before the end of the timing period "Month / Day - Month / Day" included in the proposal method, displays the message "There are XX days left until the effective proposal timing ends. Have you made your proposal to the client company?" on the screen of the terminal device 400, as shown in Figure 8(3), to notify the user.
[0062] In this way, the notification unit 134 can prompt sales representatives to propose products to client companies during the period when product proposals are most effective by notifying users of product proposals according to the timing. Furthermore, the information processing device 100 can remind sales representatives of the timing for product proposals, preventing them from missing opportune moments when product proposals to client companies are most effective.
[0063] 〔flowchart〕 Next, the processing flow by the information processing system 1 will be described with reference to Figure 9. Figure 9 is a flowchart showing an example of the processing flow by the information processing device according to the embodiment. Note that the following steps can be executed in a different order, and some processes may be omitted.
[0064] First, the acquisition unit 131 determines whether or not the user has requested the provision of the product and the proposed method (step S101). If the acquisition unit 131 determines that there is no request from the user (step S101; No), the acquisition unit 131 performs the process of S101 again.
[0065] On the other hand, if the acquisition unit 131 determines that there is a request from the user for information (step S101; Yes), the acquisition unit 131 acquires product information, IR information, and related information (step S102). For example, the acquisition unit 131 acquires IR information from the customer company server 200 and product information and related information from the company server 300.
[0066] Next, the generation unit 132 inputs the product information, IR information, and relationship information acquired by the acquisition unit 131 into the learning model (step S103). For example, the generation unit 132 inputs the product information, IR information, and relationship information acquired by the acquisition unit 131 into a learning model that has been trained to output products and proposed methods, taking the product information, IR information, and relationship information as input.
[0067] Next, the generation unit 132 generates information about products and proposed methods (step S104). For example, the generation unit 132 generates information about products and proposed methods by inputting the product information, IR information, and relationship information acquired by the acquisition unit 131 into a learning model that is trained to output products and proposed methods, taking product information, IR information, and relationship information as input.
[0068] Then, the providing unit 133 provides the user with information on the products and proposed methods generated by the generation unit 132 (step S105). For example, the providing unit 133 displays the information on the products and proposed methods generated by the generation unit 132 on the screen of the terminal device 400 used by the sales representative. After that, the information processing device 100 terminates processing. Through the above example, the information processing device 100 supports the sales representative's sales activities.
[0069] 〔effect〕 The information processing device 100 according to this embodiment includes an acquisition unit 131 that acquires information on products offered by a company, IR information of customer companies that are customers of the company, and relationship information indicating the relationship between the company and customer companies; a generation unit 132 that generates products and proposed methods by inputting the product information, IR information, and relationship information acquired by the acquisition unit 131 into a learning model that takes the product information, IR information, and relationship information as input and outputs products and proposed methods; and a provision unit 133 that provides the products and proposed methods generated by the generation unit 132 to the user.
[0070] As a result, the information processing device 100 inputs product information, IR information, and relationship information into a learning model and provides the outputted products and proposal methods to the user. This enables the sales representative to present products and proposal methods that reflect the customer company's situation, trends, and relationship with the customer company, thereby allowing them to appropriately propose products to the customer company.
[0071] Furthermore, the information processing device 100 can reduce the burden on sales representatives involved in proposing products to client companies by providing users with products and proposal methods to propose to client companies. In other words, the information processing device 100 supports sales representatives and enables them to propose products that client companies need in an appropriate manner.
[0072] Furthermore, the generation unit 132 of the information processing device 100 according to the embodiment takes product information, IR information, and relationship information as input and outputs a product and a proposal method including a talk script for proposing the product to a customer company. By inputting the product information, IR information, and relationship information acquired by the acquisition unit 131 into the learning model, the generation unit generates a product and a proposal method including a talk script.
[0073] As a result, the information processing device 100 generates information including a talk script for when making proposals to client companies, thereby providing sales representatives with specific proposal methods and enabling them to appropriately propose products that client companies require based on IR information and related information.
[0074] Furthermore, the generation unit 132 of the information processing device 100 according to the embodiment takes product information, IR information, and relationship information as input and generates a product, a talk script for proposing the product to a customer company, and a proposal method including the timing of proposing the product to the customer company by inputting the product information, IR information, and relationship information acquired by the acquisition unit 131 into a learning model that outputs a product, a talk script for proposing the product to a customer company, and a proposal method including the timing of proposing the product to the customer company.
[0075] As a result, the information processing device 100 generates proposal methods that further include products and the timing of actions to take with customer companies, thereby providing sales representatives with more specific proposal methods and enabling them to appropriately propose the products that customer companies want, at the time that customer companies need them.
[0076] Furthermore, the information processing device 100 according to the embodiment further includes a notification unit 134 that notifies the user of the product proposal according to the timing of the proposal to the customer company.
[0077] This allows the information processing device 100 to notify users about product proposals at the appropriate time, thereby encouraging sales representatives to propose products to client companies during the period when product proposals are most effective. Furthermore, the information processing device 100 can remind sales representatives of the timing for product proposals, preventing them from missing opportune moments to effectively propose products to client companies.
[0078] 〔program〕 It is also possible to create a program in a computer-executable language that describes the processing performed by the information processing device 100 as described in the above embodiment. In this case, the same effects as in the above embodiment can be obtained by having the computer execute the program. Furthermore, the same processing as in the above embodiment may be achieved by recording such a program on a computer-readable recording medium and having the computer read and execute the program recorded on this recording medium.
[0079] Figure 10 shows an example of a computer that executes an information processing program. As shown in Figure 10, the computer 1000 includes, for example, memory 1010, a CPU 1020, a hard disk drive interface 1030, a disk drive interface 1040, a serial port interface 1050, a video adapter 1060, and a network interface 1070. These components are connected by a bus 1080.
[0080] Memory 1010 includes ROM (Read Only Memory) 1011 and RAM 1012. ROM 1011 stores, for example, a boot program such as BIOS (Basic Input Output System). The hard disk drive interface 1030 is connected to the hard disk drive 1090. The disk drive interface 1040 is connected to the disk drive 1100. The disk drive 1100 is into which removable storage media such as magnetic disks or optical disks are inserted. The serial port interface 1050 is connected to, for example, a mouse 1110 and a keyboard 1120. The video adapter 1060 is connected to, for example, a display 1130.
[0081] Here, as shown in Figure 10, the hard disk drive 1090 stores, for example, the OS (Operating System) 1091, application programs 1092, program modules 1093, and program data 1094. Each of the tables described in the above embodiment is stored, for example, in the hard disk drive 1090 or memory 1010.
[0082] Furthermore, the information processing program is stored in the hard disk drive 1090 as a program module containing instructions to be executed by the computer 1000, for example. Specifically, a program module 1093 containing instructions for each process executed by the computer 1000 as described in the above embodiment is stored in the hard disk drive 1090.
[0083] Furthermore, the data used for information processing by the information processing program is stored as program data, for example, in the hard disk drive 1090. The CPU 1020 then reads the program module 1093 and program data 1094 stored in the hard disk drive 1090 into the RAM 1012 as needed and executes the procedures described above.
[0084] Furthermore, the program module 1093 and program data 1094 related to the information processing program are not limited to being stored in the hard disk drive 1090; for example, they may be stored in a removable storage medium and read by the CPU 1020 via a disk drive 1100 or the like. Alternatively, the program module 1093 and program data 1094 related to the control program may be stored in another computer connected via a network such as a LAN or WAN (Wide Area Network) and read by the CPU 1020 via a network interface 1070.
[0085] 〔others〕 Although various embodiments have been described in detail herein with reference to the drawings, these embodiments are illustrative and are not intended to limit the present invention to these embodiments. The features described herein can be realized in various ways, including various modifications and improvements based on the knowledge of those skilled in the art.
[0086] Furthermore, the aforementioned "module (-er suffix, -or suffix)" can be reinterpreted as unit, means, circuit, etc. For example, the communication module, control module, and storage module can be reinterpreted as communication unit, control unit, and storage unit, respectively. [Explanation of Symbols]
[0087] 1. Information Processing System 100 Information Processing Devices 110 Communications Department 120 Storage section 121 Product information storage section 122 IR Information Storage Unit 123 Related Information Storage Unit 124 Model Memory Unit 130 Control Unit 131 Acquisition Department 132 Generation part 133 Provision Department 134 Notification Department
Claims
1. An acquisition unit that acquires information on products offered by a company, IR (Investor Relations) information of customer companies that are customers of the said company, and relationship information indicating the relationship between the said company and the said customer companies, A learning model that takes product information, IR information, and relationship information as inputs and outputs products and proposed methods, is provided with a generation unit that generates products and proposed methods by inputting the product information, IR information, and relationship information acquired by the acquisition unit, A supply unit that provides the product generated by the generation unit and the proposed method to the user. An information processing device characterized by having the following features.
2. The generating unit is The learning model, which takes the product information, IR information, and relationship information as inputs and outputs a product and a proposal method including a talk script for proposing the product to the customer company, generates the product and the proposal method including the talk script by inputting the product information, IR information, and relationship information acquired by the acquisition unit. The information processing apparatus according to feature 1.
3. The generating unit is The learning model, which takes the product information, IR information, and relationship information as inputs, outputs a product, a talk script for proposing the product to the customer company, and a proposal method including the timing of proposing the product to the customer company. By inputting the product information, IR information, and relationship information acquired by the acquisition unit into the learning model, the product, the talk script, and the proposal method including the timing of proposing the product to the customer company are generated. The information processing apparatus according to feature 2.
4. The information processing apparatus according to claim 3, further comprising a notification unit that notifies the user of the product proposal in accordance with the timing.
5. An information processing method performed by an information processing device, An acquisition process for acquiring information on products offered by a company, IR information of customer companies that are customers of the said company, and relationship information indicating the relationship between the said company and the said customer companies, A generation process generates the product and proposed method by inputting the product information, IR information, and relationship information acquired in the acquisition process into a learning model that takes product information, IR information, and relationship information as inputs and outputs the product and proposed method. A provisioning step of providing the product generated by the above generation step and the proposed method to the user. An information processing method characterized by including
6. An acquisition step of acquiring information on products offered by a company, IR information of customer companies that are customers of the said company, and relationship information indicating the relationship between the said company and the said customer companies, A generation step involves inputting the product information, IR information, and relationship information acquired in the acquisition step into a learning model that takes product information, IR information, and relationship information as inputs and outputs products and proposed methods, thereby generating the products and proposed methods. A provision step of providing the product generated in the generation step and the proposed method to the user. An information processing program characterized by causing a computer to execute it.
Citation Information
Patent Citations
Business activity support device, business activity support method and business activity support program
JP2018081550A