Method, program and information processing device for processing electronic commerce

Abstract

To provide a method, a program, and an information processing device for performing processing related to electronic commerce so that even customers who are unfamiliar with computer operations or who find computer operations troublesome can easily use the device. [Solution] The information processing device 1 performs the steps of generating a customer page for use in electronic commerce by a customer in response to a request from a customer terminal device 3, and providing it to the customer terminal device 3; generating a sales page for a sales representative to use in sales activities toward customers in response to a request from a sales terminal device 4 operated by a sales representative, and providing it to the sales terminal device 4; and when a sales representative inputs an instruction to perform operations on the customer page of a customer he or she is in charge of on behalf of the customer, generating a proxy operation page that includes at least a portion of the information displayed on the customer page and can use at least a portion of the functions of the customer page, and providing it to the sales terminal device.

Description

[Technical field]

[0001] The present invention relates to a method, a program, and an information processing device for performing processing relating to electronic commerce. [Background technology]

[0002] In recent years, many products have come to be sold on electronic commerce sites. The following patent document describes a product sales system in which a store clerk accepts orders for products sold only in the store by telephone and inputs the information required for ordering the product into an online mail order system using an in-store terminal. This product sales system sends a web page address to the communication terminal of a customer who has ordered a product by telephone, and performs payment processing and shipping processing in the online mail order system according to instructions from the communication terminal that has accessed the web page. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Patent Publication No. 2022-19355 Summary of the Invention [Problem to be solved by the invention]

[0004] Incidentally, when products are sold in stores, store clerks are available to answer customers' questions and inquiries, but when products are sold on e-commerce sites, they cannot respond to customer questions as attentively as store clerks. Furthermore, in transactions between corporations, many customers still make inquiries to sales representatives or place orders by fax, and problems are likely to arise when customers who are accustomed to traditional ordering methods use e-commerce sites. For this reason, customers who are accustomed to purchasing products from store clerks or sales representatives tend to be reluctant to use e-commerce sites. In particular, customers who are unfamiliar with operating computers are likely to give up on purchasing products on e-commerce sites because it is difficult for them to find a solution by themselves when they do not know how to use an e-commerce site.

[0005] In the product sales system described in the above patent document, a store clerk accepts product orders by telephone, making it easier for customers to order products than if they were to operate an electronic commerce site themselves. However, since the customer must input instructions into a communication terminal for payment processing and shipping processing, there is a possibility that assistance with this operation will be required. In such cases, the customer is likely to ask questions to the store clerk by telephone, but there is a problem in that it is difficult to accurately convey the operation method through verbal explanations over the telephone alone.

[0006] When customers have questions about how to use an e-commerce site (especially about how to operate the user interface), it can be difficult to explain them over the phone, and responding to such questions places a heavy burden on staff.

[0007] Furthermore, even if customers are somewhat accustomed to operating computers, many customers find operating e-commerce sites troublesome. Such customers are also likely to be reluctant to purchase products on e-commerce sites, which creates the problem of missing business opportunities with the above-mentioned product sales system.

[0008] The present invention has been made in consideration of the above circumstances, and its object is to provide a method, program, and information processing device for performing electronic commerce processing in a manner that is easy to use even for customers who are unfamiliar with operating computers or who find operation troublesome. [Means for solving the problem]

[0009] A first aspect of the present invention is a method for an information processing device performing processing related to electronic commerce, comprising: a customer page generating step of generating a customer page, which is a dedicated web page used by a single customer for electronic commerce in response to a request from a customer terminal device operated by the single customer, and providing the generated customer terminal device with the customer page; a sales page generating step of generating a sales page, which is a dedicated web page used by the single sales representative for sales activities toward customers in response to a request from a sales terminal device operated by the single sales representative, which is a web page including a first page element for selecting a single customer from a plurality of customers handled by the single sales representative, and inputting an instruction to perform operations on the customer page of the selected customer on behalf of the single customer, and providing the generated sales page to the sales terminal device; and a step of receiving an instruction requesting that the single sales representative perform operations on the customer page of the single customer handled by the single sales representative on behalf of the single customer as a result of the first page element being operated on the sales terminal device displaying the sales page. Received from business terminal device and a proxy operation page generating step of generating a proxy operation page, which is a web page including at least a portion of the information displayed on the customer page of the one customer and which allows use of at least a portion of the functions of the customer page, and providing the proxy operation page to the one business terminal device when the proxy operation page is generated. According to the method of the first aspect, in response to an instruction from a sales terminal device requesting a sales representative to operate on the customer page of a customer he or she is in charge of on behalf of the customer, a proxy operation page, which is a web page including at least a portion of the information displayed on the customer page of the customer and allowing the use of at least a portion of the functions of the customer page, is generated and provided to the sales terminal device. This makes it possible to use at least a portion of the functions of the customer page (such as a quotation creation function and a product purchase function) by the sales representative's proxy operation during online or face-to-face business negotiations with the customer while showing the customer the proxy operation page including at least a portion of the information displayed on the customer page. This makes it possible to make electronic commerce easier to use even for customers who are unfamiliar with operating computers or who find operations troublesome.

[0010] A second aspect of the present invention is a program including instructions for causing an information processing device to perform processing related to electronic commerce, the processing performed by the information processing device in accordance with the instructions including a customer page generating step of generating a customer page, which is a dedicated web page for use by a single customer in electronic commerce, in response to a request from a customer terminal device operated by the single customer, and providing the generated customer terminal device with the customer page; a sales page generating step of generating a sales page, which is a dedicated web page for use by a single sales representative in sales activities toward customers, in response to a request from a sales terminal device operated by the single sales representative, which is a web page including a first page element for selecting a single customer from a plurality of customers that the single sales representative is in charge of, and inputting an instruction to perform operations on the customer page of the selected customer on behalf of the single customer, in response to an operation of the first page element on the single sales terminal device that displays the sales page, and Received from business terminal device and a proxy operation page generating step of generating a proxy operation page, which is a web page including at least a portion of the information displayed on the customer page of the one customer and which allows use of at least a portion of the functions of the customer page, and providing the proxy operation page to the one business terminal device when the proxy operation page is generated.

[0011] A third aspect of the present invention is an information processing device for performing processing related to electronic commerce, comprising: a processing unit; Let A memory unit that stores instructions, and the processing unit performs the processing according to the instructions. 、a customer page generating step of generating a customer page, which is a dedicated web page used by a single customer for electronic commerce, in response to a request from a customer terminal device operated by the single customer, and providing the generated customer terminal device with the customer page; a sales page generating step of generating a sales page, which is a dedicated web page used by the single sales representative for sales activities toward customers, in response to a request from a sales terminal device operated by the single sales representative, which is a web page including a first page element for selecting a single customer from a plurality of customers the single sales representative is in charge of, and inputting an instruction to perform operations on the customer page of the selected customer on behalf of the single customer, and providing the generated sales page to the sales terminal device; and Received from business terminal device The information processing device has a proxy operation page generation process, in which, when a proxy operation page is generated, the proxy operation page is a web page that includes at least a portion of the information displayed on the customer page of the one customer and that allows use of at least a portion of the functions of the customer page, and the proxy operation page is provided to the one business terminal device.

[0012] A fourth aspect of the present invention is an information processing device for performing processing related to electronic commerce, comprising: a customer page generation means for generating a customer page, which is a dedicated web page for use by a single customer in electronic commerce in response to a request from a customer terminal device operated by the single customer, and providing the generated customer terminal device with the customer page; a sales page generation means for generating a sales page, which is a dedicated web page for use by the single sales representative in sales activities toward customers in response to a request from a sales terminal device operated by the single sales representative, which is a web page including a first page element for selecting a single customer from a plurality of customers that the single sales representative is in charge of, and inputting an instruction to perform operations on the customer page of the selected customer on behalf of the single customer, and providing the generated sales page to the sales terminal device; and a sales page generation means for generating a sales page, which is a dedicated web page for use by the single sales representative in sales activities toward customers in response to a request from a sales terminal device operated by the single sales representative, which includes a first page element for inputting an instruction to perform operations on the customer page of the selected customer on behalf of the single customer, as a result of the first page element being operated on the sales terminal device displaying the sales page. Received from business terminal deviceThe information processing device has a proxy operation page generation means for generating a proxy operation page, which is a web page that includes at least a portion of the information displayed on the customer page of the one customer and that allows use of at least a portion of the functions of the customer page, and providing the proxy operation page to the one business terminal device when the proxy operation page is generated. Effect of the Invention

[0013] According to the present invention, it is possible to provide a method, a program, and an information processing device for performing electronic commerce processing so that even customers who are unfamiliar with operating a computer or who find operating a computer troublesome can easily use the device. [Brief description of the drawings]

[0014] [Figure 1] FIG. 1 is a diagram showing an example of the configuration of a system according to the present embodiment. [Diagram 2] FIG. 2 is a flowchart illustrating an example of a process related to display settings of a customer page. [Diagram 3] FIG. 3 is a diagram showing an example of a customer page. [Figure 4] FIG. 4 is a diagram showing an example of a sales page for setting contents to be displayed on a customer page. [Diagram 5] FIG. 5 is a flowchart illustrating an example of a process for creating a quotation and changing an estimated amount. [Figure 6] FIG. 6 is a diagram showing an example of a sales page for changing an estimated price. [Figure 7] FIG. 7 is a flowchart for explaining an example of a process for executing an order process and notifying a business terminal device. [Figure 8] FIG. 8 is a flowchart illustrating an example of a process for accepting an inquiry from a customer and a process for notifying the customer of a response to the inquiry. [Figure 9] FIG. 9 is a diagram showing an example of a sales page for inputting responses to inquiries from customers. [Figure 10]FIG. 10 is a diagram showing an example of a web page for an administrator that displays inquiries from customers. [Figure 11] FIG. 11 is a flowchart for explaining an example of a process for creating an estimate and ordering a product on the proxy operation page. [Figure 12] FIG. 12 is a diagram showing an example of a sales page for instructing proxy operations on a customer page. [Figure 13] FIG. 13 is a diagram showing an example of the proxy operation page. [Figure 14] FIG. 14 is a flowchart illustrating an example of a process for changing an estimated price on the proxy operation page. [Figure 15] FIG. 15 is a diagram showing an example of a proxy operation page that allows the estimated amount to be changed. [Figure 16] FIG. 16 is a flowchart for explaining an example of a process for inputting a response to an inquiry on the proxy operation page. [Figure 17] FIG. 17 is a diagram showing an example of a proxy operation page that allows input of a response to an inquiry. [Figure 18] FIG. 18 is a flowchart for explaining an example of a process for setting display content of a customer page on the proxy operation page. [Figure 19] FIG. 19 is a diagram showing an example of a proxy operation page that allows the setting of content to be displayed on a customer page. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0015] Fig. 1 is a diagram showing an example of the configuration of a system according to the present embodiment. The system shown in the example of Fig. 1 includes an information processing device 1 capable of communicating via a communication network 9 such as the Internet, a customer terminal device 3, a sales terminal device 4, and a manager terminal device 5. The information processing device 1 is an example of an information processing device of the present invention. The customer terminal device 3 is an example of the customer terminal device of the present invention. The business terminal device 4 is an example of the business terminal device of the present invention.

[0016] In the system shown in Fig. 1, the information processing device 1 is an electronic commerce site, the customer terminal device 3 is a device of a customer who accesses the electronic commerce site to purchase a product, and the sales terminal device 4 is a device operated by a salesperson who sells to customers who use the electronic commerce site.

[0017] A dedicated web page (customer page) that customers use for electronic commerce is provided to the customer terminal device 3. A dedicated web page (sales page) that sales representatives use for sales activities with customers is provided to the sales terminal device 4. On the sales page, sales representatives can set sales content (recommended products, etc.) to be displayed on the customer page, check quotations created on the customer page, change the estimated amount on the quotation, check inquiries from customers, enter responses to inquiries, etc.

[0018] In addition, a proxy operation page is provided to the sales terminal device 4 as a web page that enables a sales representative to perform operations on the customer page on behalf of the customer. The proxy operation page can use at least a portion of the functions of the customer page, and at least a portion of the operations that the customer performs on the customer page (creating a quotation, ordering a product, etc.) can be performed by the sales representative on the proxy operation page. Furthermore, since the proxy operation page contains at least a portion of the information displayed on the customer page, it is possible to clearly explain to the customer how to operate the customer page while showing the proxy operation page to the customer during online or face-to-face business negotiations.

[0019] In addition, the term "goods" used in this specification broadly refers to anything that can be bought and sold, and is not limited to goods (products, etc.), but also includes, for example, services, rights (securities, etc.), information, content, etc.

[0020] [Information processing device 1] The information processing device 1 is a device that functions as an e-commerce site, and performs various processes related to e-commerce, such as providing information about products, accepting orders, settlement, arranging for delivery of products, etc. The information processing device 1 also performs processes to support sales representatives in their sales on the e-commerce site, such as providing the sales representatives with information such as customer quotation history, order history, inquiry history, etc., inputting the sales representative's responses to inquiries from customers, allowing the sales representative to set sales content to be displayed on the customer page, and having the sales representative act on behalf of the customer's operations.

[0021] For example, the information processing device 1 includes one or more computers. The information processing device 1 illustrated in the example of FIG.

[0022] The communication unit 11 communicates with other devices (customer terminal device 3, sales terminal device 4, manager terminal device 5, etc.) via the communication network 9. The communication unit 11 includes a device (network interface card, etc.) that communicates in compliance with a predetermined communication standard such as Ethernet (registered trademark) or wireless LAN.

[0023] The storage unit 12 stores one or more programs 121 including instructions executed by the processing unit 13, data temporarily stored during processing by the processing unit 13, data used in processing by the processing unit 13, data obtained as a result of processing by the processing unit 13, and the like. The storage unit 12 may include, for example, a main storage device (RAM, ROM, etc.) and an auxiliary storage device (flash memory, SSD, hard disk, memory card, optical disk, etc.). The storage unit 12 may be composed of one storage device or may be composed of multiple storage devices. When the storage unit 12 is composed of multiple storage devices, each storage device is connected to the processing unit 13 via a computer bus or any other communication means.

[0024] The processing unit 13 centrally controls the overall operation of the information processing device 1 and executes a predetermined information processing. The processing unit 13 includes, for example, one or more processors (such as a central processing unit (CPU), a micro-processing unit (MPU), a digital signal processor (DSP), a graphics processing unit (GPU), and a neural network processing unit (NPU)) that perform processing according to instructions of one or more programs 121 stored in the storage unit 12. The processing unit 13 operates as one or more computers by the one or more processors executing instructions of one or more programs 121 stored in the storage unit 12. The information processing device 1 may have multiple computers, and at least a part of the processing according to this embodiment may be executed by the multiple computers in cooperation with each other.

[0025] The processing unit 13 may include one or more dedicated hardware (such as an application specific integrated circuit (ASIC) or a field-programmable gate array (FPGA)) configured to realize a specific function. The processing unit 13 may execute all of the processes described in this embodiment on a computer, may execute some of the processes on a computer and on dedicated hardware, or may execute all of the processes on dedicated hardware.

[0026] The program 121 may be recorded, for example, in a computer-readable recording medium (optical disk, memory card, USB memory, or other non-transitory tangible medium). The processing unit 13 may read at least a part of the one or more programs 121 recorded in such a recording medium using a recording medium reading device (optical disk device, etc.) or an interface device (USB interface, etc.) not shown, and write the program in the storage unit 12. Alternatively, the processing unit 13 may download at least a part of the one or more programs 121 from another device connected to the communication network 9 using the communication unit 11, and write the program in the storage unit 12. The one or more programs 121 include an instruction for causing the processing unit 13 to perform at least a part of the processing according to this embodiment described later.

[0027] [Storage device 2] The storage device 2 stores various information used in the processing of the information processing device 1. The information processing device 1 and the storage device 2 can communicate with each other via any communication path (LAN, leased line network, Internet, etc.). For example, the storage device 2 may be included in a file server, database server, cloud server, etc. that accepts access from multiple devices, or may be a dedicated storage device that can be accessed only by the information processing device 1. In the example of FIG. 1, the storage device 2 stores a customer database 21, a product database 22, a quotation database 23, an order history database 24, a sales representative database 25, an inquiry database 26, and a sales content database 27. In the following description, database may be abbreviated to "DB".

[0028] The customer DB 21 includes a plurality of pieces of customer information relating to customers who use the electronic commerce site of the information processing device 1. Each piece of customer information includes information about one customer. Each piece of customer information includes, for example, at least a part of the following information: Information that identifies individual customers (customer ID) Customer Personal Information (Example) Name, address, email address, phone number, age, gender, etc. Information about the organization (company, etc.) to which the customer belongs Information about the delivery address of the product (Example) Name of delivery destination, delivery address -Information indicating the sales representative in charge of the customer (Sales Representative ID)

[0029] The product DB 22 includes a plurality of pieces of product information related to products traded on the electronic commerce site of the information processing device 1. Each piece of product information includes information related to one product. Each piece of product information includes, for example, at least some of the following information: -Information that identifies each individual product (product ID) Product name and model number Information about the manufacturer and provider of the product Information about product classification Product price Product volume Product images and descriptions

[0030] The quotation DB 23 includes multiple pieces of quotation information related to products traded on the electronic commerce site. Each piece of quotation information includes information about one quotation issued to one customer. For example, each piece of quotation information includes at least a part of the following information: -Information that identifies each quotation (quote ID) · Customer ID indicating the customer who issued the quotation -Date of quotation creation and expiration date Product ID and quantity indicating the product to be quoted Estimated price for each item Discount amount

[0031] The order history DB 24 includes multiple pieces of order history information related to the order history of products by customers. Each piece of order history information includes information on an order for one product placed by one customer. Each piece of order history information includes, for example, at least a part of the following information: Information that identifies each order (order ID) Date and time of the order · Customer ID, which identifies the customer who placed the order Quote ID if the order was placed based on a quote Product ID that identifies the ordered product Information about the delivery address of the product - Date and time when the product was delivered Order status (Example) Item is backordered, delivery arranged, in transit, delivery completed, return accepted, returned

[0032] The sales representative DB 25 includes a plurality of pieces of sales representative information related to a plurality of sales representatives who each perform sales to customers. Each piece of sales representative information includes information about one sales representative. Each piece of sales representative information includes, for example, at least a part of the following information: Information that identifies individual sales representatives (Sales Representative ID) Salesperson's name Sales representative's affiliation Sales Representative Positions

[0033] The inquiry DB 26 includes a plurality of pieces of inquiry information related to inquiries from customers. Each piece of inquiry information includes information on an inquiry from a customer and information on an answer from a sales representative to the inquiry. For example, each piece of inquiry information includes at least a part of the following information: Information that identifies each inquiry (inquiry ID) Customer ID indicating the customer who made the inquiry Date and time of inquiry Content of inquiry - In case of a follow-up inquiry following a response from a sales representative, the inquiry ID of the inquiry information including the response Information on the respondent to the inquiry (sales representative ID indicating the sales representative, administrator ID indicating the administrator) Date and time of response Answer content · Case status (Example) Unanswered, Answered

[0034] The sales content DB 27 includes a plurality of pieces of content information related to sales content to be displayed on the customer page. Each piece of content information includes information on a piece of content created by a single sales representative. Each piece of content information includes, for example, at least one of the following pieces of information: Salesperson ID, which identifies the salesperson who created the content - Date of registration and update of content -Content display period (start date, end date) · Content title and title image Content description One or more product IDs that represent featured products and the order in which those products are sorted on the customer page Image and document files to be displayed as content The address of the web page you want to display as content - Display status of content on customer pages (show / hide) A customer ID that indicates which customer page to display the content on

[0035] [Customer terminal device 3] The customer terminal device 3 is a device operated by a customer who orders a product on the e-commerce site of the information processing device 1, and is, for example, a device equipped with an information communication function, such as a personal computer, tablet, or smartphone. The customer terminal device 3 accesses the information processing device 1 in accordance with the customer's operation, displays a web page (customer page) provided by the information processing device 1, and inputs various instructions from the customer (such as instructions to search for a product, instructions to add a product to a shopping cart, instructions to order a product in the shopping cart, etc.) and transmits them to the information processing device 1. For example, the customer terminal device 3 communicates with the information processing device 1 and displays the web page using an arbitrary web browser.

[0036] The customer terminal device 3 has a communication unit, a memory unit, and a processing unit similar to the communication unit 11, the memory unit 12, and the processing unit 13 of the information processing device 1 shown in Figure 1, and also has an input unit (touch panel, touchpad, keyboard, mouse, buttons, switches, microphone, camera, etc.) for inputting customer instructions and other information, and a display unit (liquid crystal display, organic EL display, etc.) for displaying images.

[0037] [Business terminal device 4] The sales terminal device 4 is a device operated by a salesperson who sells to customers who use electronic commerce, and is, for example, a device equipped with information and communication functions such as a personal computer, tablet, or smartphone. The sales terminal device 4 accesses the information processing device 1 according to the operation of the salesperson, displays web pages (sales pages, proxy operation pages) provided by the information processing device 1, and inputs various instructions from the salesperson (input of responses to inquiries from customers, display settings for customer pages, revision of estimated amounts, etc.) and transmits them to the information processing device 1. For example, the sales terminal device 4 communicates with the information processing device 1 and displays web pages using an arbitrary web browser. The sales terminal device 4 has, for example, the same configuration as the above-mentioned customer terminal device 3.

[0038] [Administrator terminal device 5] The administrator terminal device 5 is a device operated by the administrator of the information processing device 1, and is, for example, a personal computer, tablet, smartphone, or other device equipped with an information communication function. The administrator terminal device 5 displays various information (information on transactions on an electronic commerce site, information on sales activities of sales representatives, etc.) on a web page for the administrator provided by the information processing device 1, and inputs various instructions from the administrator and transmits them to the information processing device 1. For example, the administrator terminal device 5 communicates with the information processing device 1 and displays web pages using an arbitrary web browser. The administrator terminal device 5 has a configuration similar to that of the customer terminal device 3 described above, for example.

[0039] Next, the processing performed in the system having the above-mentioned configuration shown in FIG. 1 will be described.

[0040] ≪1≫ Processing related to setting sales content to be displayed on customer pages FIG. 2 is a flowchart for explaining an example of a process related to display settings of a customer page in the system shown in FIG. Steps ST155 and ST160 are an example of a customer page generating process of the present invention. Step ST125 is an example of a second content setting step of the present invention.

[0041] The sales terminal device 4 accesses the information processing device 1 according to the sales representative's operation and transmits a login request for a sales page to the information processing device 1 (ST100). The information processing device 1 confirms whether the sales representative is a registered sales representative based on authentication information (ID, password, etc.) included in the login request received from the sales terminal device 4. If the information processing device 1 authenticates that the sales representative is a registered sales representative, it generates a sales page for the sales representative (ST105) and provides it to the sales terminal device 4 (ST110). The sales terminal device 4 displays the provided sales page (ST115).

[0042] The sales terminal device 4 inputs an instruction to the information processing device 1 to set sales content to be displayed on one or more customer pages according to the operation of the sales representative on the logged-in sales page (ST120). The information processing device 1 generates content information specifying the content (recommended products, estimates, etc.) to be displayed on the customer page in response to the instruction input from the sales terminal device 4, and registers it in the sales content DB 27 (ST125).

[0043] The customer terminal device 3 accesses the information processing device 1 according to the customer's operation, and transmits a login request to the customer page to the information processing device 1 (ST150). The information processing device 1 confirms whether the customer is a registered customer based on the authentication information (ID, password, etc.) included in the login request received from the customer terminal device 3. If the information processing device 1 authenticates that the customer is a registered customer, it generates a customer page including sales content based on the content information registered in the sales content DB 27 for that customer (ST155), and provides it to the customer terminal device 3 (ST160). The information processing device 1 displays the provided customer page (ST165).

[0044] When an instruction to select one recommended product published in the business content of the customer page is inputted in the customer terminal device 3 (ST170), the information processing device 1 generates a product page including detailed information of the selected recommended product (ST175) and provides it to the customer terminal device 3 (ST180). The customer terminal device 3 displays the product page of the provided recommended product (ST185).

[0045] FIG. 3 is a diagram showing an example of a customer page. Customer page A-1 shown in FIG. 3 includes an area A7 that displays recommended products set by a sales representative as sales content. In the example of FIG. 3, four recommended products are listed in area A7. Also, in area A7, a button that is operated when purchasing the recommended product is arranged for each product. Elements that make up a web page, such as these buttons, may be referred to as "page elements" in this specification.

[0046] Customer page A-1 includes an area A8 that displays information about sales representatives assigned to the customer. In the example of FIG. 3, information about two sales representatives is displayed in area A8. Area A8 contains a page element A11 that is operated when making an inquiry to a sales representative. When page element A11 is operated, a window for sending an e-mail to the sales representative, for example, is displayed.

[0047] Customer page A-1 also includes an area A9 that displays the latest inquiry by the customer, and an area A10 that displays a list of past inquiries. Area A9 contains a page element A12 for inputting an inquiry when the customer makes an additional inquiry to the sales representative, and a page element A13 that is operated when sending the input inquiry to the sales representative. Area A10 contains a page element A14 that is operated when selecting any one from the list of past inquiries and displaying details, and a page element A15 that is operated when making a new inquiry.

[0048] On customer page A-1, above area A7 are arranged page element A1 which is operated when returning from a webpage displaying products etc. to the top of a customer-only webpage, page element A2 which is operated when moving to a webpage displaying order history, and page element A3 which is operated when moving to a shopping cart webpage where the customer places products to be purchased. Also, on customer page A-1, to the side of area A7 are arranged page element A4 which is operated when searching for a desired product based on a search keyword, and page elements A5 and A6 which are operated when searching for a desired product based on product classification.

[0049] FIG. 4 is a diagram showing an example of a sales page for setting sales content to be displayed on a customer page. Sales page B-1 shown in FIG. 4 is a web page for registering settings for sales content to be displayed on a customer page (hereinafter sometimes referred to as "content display settings"). A sales representative registers one content display setting on this sales page B-1. A sales representative can register two or more content display settings.

[0050] 4, the sales page B-1 includes an area B5 for inputting various information related to the content display setting (the name of the content display setting, the start and end dates of the content display, the priority of the content display setting, an image to be displayed at the top of the content, comments, etc.) In the area B5, a page element B9 is arranged that is operated when the settings input in this area are to be validated (when the settings being registered are to be changed).

[0051] The sales page B-1 also includes an area B6 for specifying individual contents. Area B6 includes a page element for inputting a title, a page element for inputting a description of the contents, a page element for inputting recommended products to be displayed as contents and their order, a page element for inputting image and text files to be displayed as contents, a page element for inputting the address of a web page to be displayed as contents, and a page element for setting the display state (display / hide) of contents on the customer page. Area B6 also includes a page element B10 that is operated to activate the settings entered in this area (change the settings being registered), and a page element B11 that is operated to delete the settings entered in this area. Below area B6, a page element B12 that is operated to input a new content display setting is arranged.

[0052] Furthermore, sales page B-1 includes an area B7 that displays information about a customer (target customer) whose content based on the content display settings in areas B5 and B6 is displayed on the customer page. Area B7 includes a customer code (e.g., customer ID) and customer name as customer information. Located above area B7 is a page element B13 that is operated to add or delete a target customer displayed in area B7. Located below area B7 are a page element B14 that is operated to return to a web page showing a list of content display settings, and a page element B15 that is operated to delete the content display settings entered in areas B5 and B6.

[0053] In the sales page B-1, a page element B8 is disposed above the area B5, which is operated when checking the content displayed on the customer page based on the content display settings in the areas B5 and B6. When the page element B8 is operated, a web page is displayed for checking the display mode of the content based on the content display settings in the areas B5 and B6.

[0054] On sales page B-1, next to area B5, page element B2 is placed which is operated when using other functions on the sales page. Area B1 at the top of sales page B-1 displays the name of the sales representative who is using the sales page (currently logged in to the sales page). Next to the sales representative's name, page element B3 is placed which is operated when the sales representative finishes using the sales page (logs out of the sales page).

[0055] 2, the information processing device 1 generates, for example, a sales page B-1 shown in FIG. 4, and provides it to the sales terminal device 4. In step ST115, the sales terminal device 4 displays the sales page B-1 provided by the information processing device 1, and in step ST120, transmits the content display settings entered in areas B5 and B6 of the sales page B-1 to the information processing device 1. In step ST125, the information processing device 1 generates content information based on the content display settings received from the sales terminal device 4, and registers it in the sales content DB 27.

[0056] 2, the information processing device 1 generates, for example, a customer page A-1 shown in FIG. 3 based on the content information in the sales content DB 27, and provides the customer terminal device 3. In step ST165, the customer terminal device 3 displays the customer page A-1 provided by the information processing device 1. When a customer's instruction is input to display a web page of one recommended product displayed as sales content in area A7 of the customer page A-1, the customer terminal device 3 requests, in step ST170, the web page of the recommended product specified by the customer from the information processing device 1.

[0057] In this manner, in the information processing device 1 according to the present embodiment, a customer page including sales content for one customer is generated based on the content information registered in the sales content DB 27 for that one customer (ST155). In addition, in the information processing device 1, when an instruction to set sales content to be displayed on one or more customer pages is input from the sales terminal device 4, content information for the one or more customers is generated in response to the instruction and registered in the sales content DB 27 (ST125). This allows sales representatives to use web pages (customer pages) in the electronic commerce site as a means of sales activities for customers using the electronic commerce site, instead of means other than the electronic commerce site such as conventional email and telephone. Therefore, it is possible to more directly encourage customers to purchase products when using the electronic commerce site. In addition, since the results of sales activities for customers on the customer page are stored in the storage device 2 as content information, it is possible to collect and manage the results of sales activities by individual sales representatives in the storage device 2.

[0058] ≪2≫ Processing of quotations FIG. 5 is a flowchart illustrating an example of a process for creating a quotation and changing an estimated amount. Step ST220 is an example of a new estimate notification step of the present invention.

[0059] The customer terminal device 3 transmits a request for creating a quotation for the product designated by the customer to the information processing device 1 in accordance with the customer's operation on the customer page (ST200). In response to the quotation creation request received from the customer terminal device 3, the information processing device 1 generates quotation information according to the product designated by the customer and its quantity, and registers it in the quotation DB 23 (ST205).

[0060] When the information processing device 1 generates new quotation information for a customer and registers it in the quotation DB 23 (ST205), it transmits a notification to the contact information (email address, etc.) of the customer notifying the customer that a new quotation has been issued (ST210). The customer terminal device 3 receives the quotation issuance notification transmitted from the information processing device 1 (ST215).

[0061] Furthermore, when the information processing device 1 generates new quotation information for a customer and registers it in the quotation DB 23 (ST205), it transmits a notification to a predetermined contact address (email address, etc.) of the sales representative in charge of the customer to inform the customer that a new quotation has been issued (ST220). The sales terminal device 4 receives the quotation issuance notification transmitted from the information processing device 1 (ST225).

[0062] The customer terminal device 3 requests the information processing device 1 to provide a customer page including the contents of the quotation issued for the customer in accordance with the customer's operation on the customer page (ST230). In response to the request from the customer terminal device 3, the information processing device 1 generates a customer page including the contents of the quotation specified by the customer (ST235) and provides it to the customer terminal device 3 (ST240). The customer terminal device 3 displays the customer page provided by the information processing device 1 (ST245).

[0063] In this way, in the information processing device 1 according to the present embodiment, when a quotation is created in response to a request from a customer, a notification that a new quotation has been issued to the customer is sent to a predetermined contact address (such as an email address) of the sales representative in charge of the customer. This allows the sales representative to quickly grasp the customer's situation and avoid missing sales opportunities.

[0064] The sales terminal device 4 requests the information processing device 1 to provide a sales page including the contents of a quotation issued to a customer handled by the sales representative in accordance with the sales representative's operation on the sales page (ST250). In response to the request from the sales terminal device 4, the information processing device 1 generates a sales page including the contents of the quotation specified by the sales representative (ST255) and provides it to the sales terminal device 4 (ST260). The sales terminal device 4 displays the sales page provided by the information processing device 1 (ST265).

[0065] The sales terminal device 4 transmits to the information processing device 1 an instruction to change the estimated amount of one already issued quotation in accordance with the operation of the sales representative on the sales page including the contents of the quotation (ST270). In response to the instruction received from the sales terminal device 4, the information processing device 1 generates quotation information for a new quotation in which the estimated amount of the one quotation has been changed, and registers the generated information in the quotation DB 23 (ST275). When the information processing device 1 issues a new quotation in which the estimated amount has been changed for a customer, it transmits a notification to the customer's contact information (email address, etc.) to notify the customer of the issuance of the new quotation (ST280). The customer terminal device 3 receives the quotation issuance notification transmitted from the information processing device 1 (ST285).

[0066] Fig. 6 is a diagram showing an example of a sales page for changing the estimated amount. Sales page B-2 shown in Fig. 6 includes the contents of one quotation prepared for one customer handled by one sales representative.

[0067] 6, sales page B-2 includes an area B20 that displays information about a quotation. Area B20 displays the quotation number (e.g., quotation ID), quotation creation date and time, quotation expiration date and time, processing status, purchase order number, customer information, customer organization information, orderer information, product name / unit price / quantity, total product price, total commission, total shipping fee, exclusive tax, discount, payment method, and total order amount.

[0068] In the discount item field in the area B20, a page element B21 is placed which is operated when the salesperson inputs the discount amount.

[0069] Located below area B20 is a page element B22 that is operated when recalculating the order total amount including the discount amount entered by page element B21. Located above area B is a page element B23 that is operated when creating a document file of a quotation (a PDF file in the example of FIG. 6) based on the information displayed in area B20.

[0070] Further below page element B22 in area B20 are page element B24, which is operated when the sales representative returns to a web page showing a list of quotations issued to the customers he or she manages, and page element B25, which is operated when registering a new quotation based on the information displayed in area B20.

[0071] 4. Moreover, the business page B-2 shown in FIG. 6 has an area B1 and page elements B2 to B3 similar to those of the business page B-1 shown in FIG.

[0072] In steps ST255 and ST260 of FIG. 5, the information processing device 1 generates, for example, a sales page B-2 shown in FIG. 6 based on the quotation information and provides it to the sales terminal device 4. In step ST265, the sales terminal device 4 displays the sales page B-2 provided by the information processing device 1. When the discount amount of the quotation is input by the page element B21 and the page element B25 is operated to register a new quotation in which the quotation amount has been changed due to this discount, the sales terminal device 4 transmits an instruction to change the quotation amount to the information processing device 1 in step ST270. In step ST275, the information processing device 1 generates new quotation information in which the quotation amount has been changed in response to the instruction from the sales terminal device 4, and registers it in the quotation DB23.

[0073] In this manner, in the information processing device 1 according to the present embodiment, in response to a request from the sales terminal device 4 operated by a sales representative, a sales page including the contents of a quotation issued to a customer handled by the sales representative is generated, and is provided to the sales terminal device 4 that made the request. In this sales page, the sales representative can check the quotation issued to the customer handled by the sales representative. In addition, in the information processing device 1, when an instruction to change the estimated amount in a quote that has already been issued is input from the sales terminal device 4, quotation information of a new quotation in which the estimated amount of the quote has been changed in response to the instruction is generated and stored in the storage device 2 (registered in the quotation DB 23). This allows the sales representative to change the estimated amount of a quote that has already been issued with a simple operation, so that the sales representative can change the estimated amount (discount, etc.) smoothly without missing the opportunity during the course of negotiations with the customer, thereby increasing the probability of closing a deal.

[0074] When the estimated amount is changed in the process of step ST275 in FIG. 5, the information processing device 1 may limit the range of the change in the estimated amount based on a predetermined condition. For example, when an instruction to change the estimated amount is input from the business terminal device 4 operated by one of the sales representatives, the information processing device 1 determines whether the instructed change in the estimated amount (e.g., a change in the estimated amount by discounting) satisfies a predetermined condition (e.g., a condition determined according to the position of the sales representative) set for the one of the sales representatives. The predetermined condition includes, for example, at least one of an upper limit of the discount amount and an upper limit of the discount rate. When the information processing device 1 determines that the instructed change in the estimated amount does not satisfy the predetermined condition, it does not change the instructed estimated amount. In this case, for example, the information processing device 1 transmits a response to the business terminal device 4 to the effect that the change in the estimated amount is not permitted. This makes it possible to prevent the sales representative from making excessive changes to the estimated amount (discounts).

[0075] ≪3≫ Order processing FIG. 7 is a flowchart for explaining an example of a process for executing an order process and notifying a business terminal device. Step ST335 is an example of a new order notification process of the present invention.

[0076] The customer terminal device 3 transmits an instruction to the information processing device 1 to add the product designated by the customer to the shopping cart in accordance with the customer's operation on the customer page (ST300). The information processing device 1 adds the product to the customer's shopping cart in response to the instruction received from the customer terminal device 3 (ST305).

[0077] When a customer inputs an instruction from the customer terminal device 3 to execute an order for the product in the shopping cart, (ST310), and the information processing device 1 performs processing related to the product order (payment processing, processing to arrange for shipment of the product, etc.) (ST315). When the product order is completed, the information processing device 1 generates order history information for the completed order and registers it in the order history DB 24 (ST320). The information processing device 1 sends a notification that the order has been completed to the customer terminal device 3 of that customer (ST325), and the customer terminal device 3 receives the notification of order completion sent from the information processing device 1 (ST330).

[0078] Furthermore, when the information processing device 1 registers order history information on a new order made by a customer in the order history DB 24 (ST320), it transmits a notification that the new order has been made by the customer to a predetermined contact address (e.g., the sales representative's email address) of the sales representative in charge of the customer (ST335). The sales terminal device 4 receives the notification of the new order sent from the information processing device 1 (ST340).

[0079] The sales terminal device 4 requests a sales page including the customer's order history from the information processing device 1 in accordance with the sales representative's operation on the sales page (ST345). In response to the request from the sales terminal device 4, the information processing device 1 generates a sales page including the customer's order history specified by the sales representative (ST350) and provides it to the sales terminal device 4 (ST355). The sales terminal device 4 displays the sales page provided by the information processing device 1 (ST360). The sales representative can check new orders by customers on this sales page.

[0080] In this way, in the information processing device 1 according to the present embodiment, when a customer places a new order, a notification that the customer has placed a new order is sent to a predetermined contact address (such as an email address) of the sales representative in charge of the customer. This allows the sales representative to quickly grasp the customer's situation and avoid missing sales opportunities.

[0081] ≪4≫ Processing inquiries from customers FIG. 8 is a flowchart illustrating an example of a process for accepting an inquiry from a customer and a process for notifying the customer of a response to the inquiry. Step ST405 is an example of the inquiry processing step of the present invention. Step ST455 is an example of a second response processing step of the present invention.

[0082] The customer terminal device 3 inputs an inquiry from the customer to the information processing device 1 in accordance with the customer's operation on the customer page (ST400). When the information processing device 1 inputs a customer's inquiry from the customer terminal device 3, it generates inquiry information including the input inquiry and registers it in the inquiry DB 26 (ST405). For example, when the information processing device 1 inputs an inquiry from a single customer, it generates new inquiry information including a customer ID indicating the customer, the date and time when the inquiry was input, and the contents of the inquiry, with the answer status set to "unanswered," and registers it in the inquiry DB 26. When a repeat inquiry is input in response to the answer from the sales representative, the information processing device 1 generates inquiry information to include the inquiry ID of the inquiry information corresponding to the answer.

[0083] When the information processing device 1 registers an inquiry from a customer in the inquiry DB 26, it sends a notification to the manager's predetermined contact address (email address, etc.) and the sales representative in charge of the customer, notifying them that an inquiry has been received from the customer (ST410, ST420). The manager terminal device 5 and the sales terminal device 4 each receive the notification of the inquiry sent from the information processing device 1 (ST415, ST425).

[0084] The sales terminal device 4 requests the information processing device 1 to provide a sales page including a history of inquiries from customers whom the sales representative is responsible for, in accordance with the sales representative's operation on the sales page (ST430). In response to the request from the sales terminal device 4, the information processing device 1 generates a sales page including a history of inquiries from the customers, based on the inquiry information registered in the inquiry DB 26 for the customers whom the sales representative is responsible for (ST435), and provides the sales terminal device 4 (ST440). The sales terminal device 4 displays the sales page provided by the information processing device 1 (ST445). On this sales page, the sales representative can check inquiries from customers notified by e-mail or the like.

[0085] The sales terminal device 4 inputs a response to the inquiry into the information processing device 1 in accordance with the operation of the sales representative who has confirmed the content of the inquiry on the sales page (ST450). When the information processing device 1 inputs the sales representative's response to a customer's inquiry from the sales terminal device 4, it generates inquiry information for that customer including the input response and registers it in the inquiry DB 26 (ST455). For example, when the information processing device 1 inputs a response to an inquiry specified by an inquiry ID, it identifies the inquiry information corresponding to that inquiry ID in the inquiry DB 26, adds the sales representative ID indicating the answerer, the date and time when the response was input, and the content of the response to the identified inquiry information, and sets the status of the response to "answered."

[0086] When the information processing device 1 registers the sales representative's response to a customer's inquiry in the inquiry DB 26, it transmits a notification to the contact information (email address, etc.) of the customer and to a predetermined contact information (email address, etc.) of the administrator, informing them that the sales representative has responded to the customer's inquiry (ST460, ST470). The customer terminal device 3 and the administrator terminal device 5 each receive the notification of the response transmitted from the information processing device 1 (ST465, ST475).

[0087] Fig. 9 is a diagram showing an example of a sales page for inputting a response to an inquiry from a customer. Sales page B-3 shown in Fig. 9 shows an example of a web page including content related to an inquiry from a customer.

[0088] 9, sales page B-3 includes an area B30 that displays information about an inquiry. Area B30 displays the subject of the inquiry, the inquiry's management number (e.g., inquiry ID), the name of the organization to which the customer belongs, the customer's name, the customer's contact information (phone number, email address), the order ID in the case of an inquiry about an order, the product name in the case of an inquiry about a product, the inquiry category, and the inquiry status.

[0089] In the inquiry status column in area B30, a page element B33 is arranged, which is operated when the sales representative sets the inquiry status. Below area B30, a page element B34 is arranged, which is operated when the inquiry status set by page element B33 is to be registered in inquiry DB26 (set in inquiry information).

[0090] Sales page B-3 shown in FIG. 9 includes an area B31 that displays the contents of a customer's inquiry and the sales representative's response to the inquiry. In the example of FIG. 9, a column for displaying the subject and content of the inquiry is provided at the top of area B31, and a column B32 for inputting the response to the inquiry is provided below the column. Column B32 displays the name of the sales representative who is the answerer, the response category, the customer's email address, the title of the email to be sent to the customer, and the content of the response to be written in the body of the email. In the column for the response category in column B32, a page element B35 that is operated when the sales representative sets the response category is placed. In the column for the response content in column B32, a page element B36 that is operated when the sales representative inputs the content of the response is placed.

[0091] Below the column B32 in the region B31, a page element B37 is arranged which is operated when the answer entered in the column B32 is to be transmitted to the information processing device 1.

[0092] 4. Moreover, the sales page B-3 shown in FIG. 9 has an area B1 and page elements B2 to B3 similar to those of the sales page B-1 shown in FIG.

[0093] In steps ST435 and ST440 of Fig. 8, the information processing device 1 generates, for example, sales page B-3 shown in Fig. 9 based on the inquiry information and provides it to the sales terminal device 4. In step ST445, the sales terminal device 4 displays the sales page B-3 provided by the information processing device 1. When an answer is input using page element B36 in area B31 and page element B37 is operated to transmit this answer, the sales terminal device 4 transmits the input answer to the information processing device 1 in step ST450. In step ST455, the information processing device 1 adds the answer input from the sales terminal device 4 to the inquiry information in the inquiry DB26.

[0094] In this way, in the information processing device 1 according to the present embodiment, an inquiry from a customer input on the customer page is displayed on the sales page of the sales representative in charge of that customer. This allows the customer to easily make inquiries to the sales representative. In addition, the sales representative can receive inquiries from customers directly without going through an administrator, which makes it easier to respond to inquiries smoothly.

[0095] Furthermore, in the information processing device 1 according to the present embodiment, a response to an inquiry from a customer inputted on the sales page of a sales representative is displayed on the customer page of the customer, thereby enabling the sales representative to easily respond to the inquiry from the customer.

[0096] Furthermore, in the information processing device 1 according to this embodiment, when an inquiry is received from a customer, a notification of the inquiry is sent to a predetermined contact point (such as an email address) of the sales representative in charge of the customer. Therefore, the sales representative can promptly respond to the inquiry from the customer. Moreover, when a reply is received to a customer's inquiry, a notification of the reply is sent to the contact point (such as an email address) of the customer, so that the reply to the inquiry can be promptly conveyed to the customer.

[0097] Returning to the flowchart of FIG. 8, the process in which the administrator responds to an inquiry from a customer will now be described.

[0098] In accordance with the administrator's operation, the administrator terminal device 5 requests the information processing device 1 for a web page for the administrator (hereinafter may be referred to as a "management page") including a history of inquiries from customers (ST500). The information processing device 1, which has received this request, generates a management page including the history of inquiries from each customer based on the inquiry information registered in the inquiry DB 26 (ST505) and provides it to the administrator terminal device 5 (ST510). The administrator terminal device 5 displays the management page provided by the information processing device 1 (ST515). The administrator can check the inquiries from each customer on this management page.

[0099] The administrator terminal device 5 inputs a response to the inquiry into the information processing device 1 according to the operation of the administrator who confirmed the content of the inquiry on the management page (ST520). When the information processing device 1 inputs the administrator's response to a customer's inquiry from the information processing device 1, it generates inquiry information for the customer including the input inquiry and registers it in the inquiry DB 26 (ST525).

[0100] When the information processing device 1 registers the administrator's response to a customer's inquiry in the inquiry DB 26, it transmits a notification to the contact information (email address, etc.) of the customer and to a predetermined contact information (email address, etc.) of the sales representative in charge of the customer, informing them that the administrator has responded to the customer's inquiry (ST530, ST540). The customer terminal device 3 and the sales terminal device 4 each receive the notification of the response transmitted from the information processing device 1 (ST535, ST545).

[0101] Fig. 10 is a diagram showing an example of a web page for an administrator that displays an inquiry from a customer. The administration page C shown in Fig. 10 shows an example of a web page including contents related to one inquiry from a customer.

[0102] In the example of FIG. 10, the management page C includes an area C1 in which information about one inquiry is displayed. In the area C1, the management number of the inquiry (e.g., inquiry ID), the subject of the inquiry, the customer number (e.g., customer ID), the customer's name, the customer's contact information (phone number, email address), the order ID in the case of an inquiry about an order, the product name and product code in the case of an inquiry about a product, the inquiry registration date, the update date of the information about the inquiry, the inquiry category, the inquiry status, and notes by the administrator are displayed. In the area C1, the inquiry category field contains a page element C3 that is operated when the administrator sets the answer category, the inquiry status field contains a page element C4 that is operated when the administrator sets the inquiry status, and the administrator notes field contains a page element C5 that is operated when the administrator inputs notes. Below the area C1, a page element C6 that is operated when the information input by the administrator (inquiry category, inquiry status, notes) is registered in the inquiry DB 26 is displayed.

[0103] 10 includes an area C2 in which the subject and content of an inquiry are displayed. Below the area C2, a page element C7 is arranged which is operated when the administrator inputs a response to the inquiry.

[0104] 8, the information processing device 1 generates a management page C shown in FIG. 10, for example, based on the inquiry information and provides it to the administrator terminal device 5. In step ST515, the administrator terminal device 5 displays the management page C provided from the information processing device 1. When the page element C7 is operated on the management page C and the administrator's answer is input on a web page for answer input (not shown), the administrator terminal device 5 transmits the input answer to the information processing device 1 in step ST520. In step ST525, the information processing device 1 adds the answer input from the administrator terminal device 5 to the inquiry information in the inquiry DB26.

[0105] In this way, in the information processing device 1 according to the present embodiment, both the manager and the sales representative can respond to inquiries from customers, so that it is possible to effectively prevent inquiries from being missed. Also, since the history of inquiries from customers can be shared between the manager and the sales representative, it is possible to appropriately respond to various inquiries from customers.

[0106] ≪5≫ Processing related to proxy operations 5.1 Creating a quote and ordering products on the proxy operation page FIG. 11 is a flowchart for explaining an example of a process for creating an estimate and ordering a product on the proxy operation page. Steps ST610 and ST615 are an example of a sales page generating process of the present invention. Steps ST630 and ST635 are an example of the proxy operation page generating process of the present invention.

[0107] The customer terminal device 3 and the sales terminal device 4 make a video call via an arbitrary Web conference system (not shown). The customer and the sales representative negotiate online through the video call (ST600). In the middle of the online negotiation, the sales terminal device 4 sends a login request to a sales page to the information processing device 1 (ST605). The information processing device 1 performs authentication processing based on authentication information (ID, password, etc.) included in the login request received from the sales terminal device 4, and if the authentication processing is successful, it generates the requested sales page (ST610) and provides it to the sales terminal device 4 (ST615). The sales terminal device 4 displays the provided sales page (ST620).

[0108] The sales terminal device 4 inputs an instruction to the information processing device 1 requesting that the sales representative perform operations on the customer page used by the customer during online negotiation (proxy operation) on behalf of the customer in accordance with the sales representative's operations on the sales page (ST625). In response to the instruction input from the sales terminal device 4, the information processing device 1 generates a proxy operation page for the customer during online negotiation (ST630) and provides it to the sales terminal device 4 (ST635). The sales terminal device 4 displays the proxy operation page provided by the information processing device 1 (ST640).

[0109] A proxy operation page for a customer is a web page that enables a sales representative to perform operations on the customer page used by that customer on behalf of that customer, contains at least a portion of the information displayed on that customer page, and is capable of using at least a portion of the functions of that customer page.

[0110] The sales terminal device 4 and the customer terminal device 3 share the screen of the proxy operation page displayed on the sales terminal device 4 during a video call via the Web conference system (ST645). This allows the customer and the salesperson to proceed with online negotiations while viewing the same proxy operation page.

[0111] Fig. 12 is a diagram showing an example of a sales page for instructing proxy operation of a customer page. The sales page B-4 shown in Fig. 12 is used when a sales representative selects a customer for which proxy operation of the customer page is to be performed from among multiple customers in charge.

[0112] 12, sales page B-4 includes page element B40, which is operated when entering search conditions for searching for a target customer from among multiple customers, and page element B41, which is operated when executing a search based on the search conditions entered by page element B40. Page element B40 allows the customer's phone number, email address, name, and name of the organization to which the customer belongs to to be entered as conditions for the customer to be searched for.

[0113] Sales page B-4 shown in Fig. 12 includes an area B42 that displays the search results for customers obtained by operating page elements B40 and B41. A list of customers found by the search is displayed in area B42. Each line of the list contains information about one customer, such as the customer's organization name, the customer's name, and the customer's contact information (phone number and email address), and also contains a page element B45 that is operated when generating a proxy operation page for that one customer. Page elements B43 and B44 that are operated when specifying the display range of the customer search results are located above and below area B42.

[0114] 4. Moreover, the sales page B-4 shown in FIG. 12 has an area B1 and page elements B2 to B3 similar to those of the sales page B-1 shown in FIG.

[0115] FIG. 13 is a diagram showing an example of a proxy operation page. The proxy operation page AX-1 shown in FIG. 13 has the same components (A1 to A15) as the customer page A-1 shown in FIG. 3. In other words, the proxy operation page AX-1 contains the same information as the customer page A-1, and has the same functions as the customer page A-1. The operation methods of the proxy operation page AX-1 and the customer page A-1 are almost the same. A sales representative can also do on the proxy operation page the same things that he or she can do on the customer page as a customer.

[0116] 13, a message indicating that it is a proxy operation page ("Proxy operation in progress") is displayed in area A20 at the top of proxy operation page AX-1, and the name of the sales representative performing the proxy operation is displayed next to the message. Also, at the right end of area A20, page element A21 is placed which is operated when the proxy operation is ended (closing the proxy operation page).

[0117] The information processing device 1 generates a sales page B-4 shown in Fig. 12 and provides it to the sales terminal device 4. The sales page B-4 includes a page element B45 for selecting one customer from a plurality of customers and inputting an instruction to perform operations on the customer page of the selected customer on his / her behalf. In step ST625 of Fig. 11, the sales terminal device 4 inputs an instruction to the information processing device 1 to perform a proxy operation for the one customer selected by the page element B45 of the sales page B-4. Having input this instruction, the information processing device 1 generates a proxy operation page AX-1 shown in Fig. 13 in steps ST630 and ST635 and provides it to the sales terminal device 4.

[0118] Returning to FIG. 11, the process of creating an estimate and ordering products on the proxy operation page will be described. A salesperson negotiating with a customer operates a proxy operation page shared between the customer terminal device 3 and the sales terminal device 4, and instructs the information processing device 1 to create an estimate and place an order for a product, with the customer's consent.

[0119] The sales terminal device 4, following the sales representative's operation on the proxy operation page, transmits to the information processing device 1 a request to create a quotation for the products designated by the sales representative with the customer's consent (ST650). In response to the quotation creation request received from the sales terminal device 4, the information processing device 1 generates quotation information according to the products and their quantities designated by the sales representative, and registers this in the quotation DB 23 (ST655). The information processing device 1 also transmits a notification that a new quotation has been issued to the contact information (email address, etc.) of the customer with whom the business is being negotiated (ST660). The customer terminal device 3 receives the quotation issuance notification transmitted from the information processing device 1 (ST665).

[0120] The sales terminal device 4 requests the information processing device 1 for a proxy operation page including the contents of the quotation issued for the customer under negotiation, in accordance with the sales representative's operation on the proxy operation page (ST670). In response to the request from the sales terminal device 4, the information processing device 1 generates a proxy operation page including the contents of the quotation specified by the sales representative (ST675) and provides it to the sales terminal device 4 (ST680). The sales terminal device 4 displays the proxy operation page provided by the information processing device 1 (ST685). The customer under online negotiation can check the quotation created by the sales representative's operation on the proxy operation page.

[0121] The sales terminal device 4 transmits an instruction to the information processing device 1 to add the product designated by the sales representative with the customer's consent to the shopping cart in accordance with the operation of the sales representative on the proxy operation page (ST700). The information processing device 1 adds the product to the customer's shopping cart in accordance with the instruction received from the sales terminal device 4 (ST705).

[0122] The sales terminal device 4, following the salesperson's operation on the proxy operation page, transmits an instruction to the information processing device 1 to order the products in the shopping cart with the customer's consent (ST710). The information processing device 1 performs processing related to the order of the products in the shopping cart (payment processing, processing to arrange for the shipment of the products, etc.) in accordance with the instruction received from the sales terminal device 4 (ST715). When the product order is completed, the information processing device 1 generates order history information for the completed order and registers it in the order history DB 24 (ST720). The information processing device 1 transmits a notification that the order has been completed to the contact information (email address, etc.) of the customer with whom the business is being negotiated (ST725), and the customer terminal device 3 receives the notification of order completion transmitted from the information processing device 1 (ST730).

[0123] In this manner, in the information processing device 1 according to the present embodiment, in response to an instruction from the sales terminal device 4 requesting that a sales representative operate the customer page of a customer he / she is in charge of on behalf of the customer, a proxy operation page, which is a web page including at least a part of the information displayed on the customer page of the customer and allowing the use of at least a part of the functions of the customer page, is generated and provided to the sales terminal device 4. As a result, in online or face-to-face business negotiations with a customer, the proxy operation page including at least a part of the information displayed on the customer page can be shown to the customer, and at least a part of the functions of the customer page (such as a quotation creation function and a product purchase function) can be used by the sales representative acting as a proxy. Therefore, even customers who are unfamiliar with operating a computer or who find operation troublesome can easily understand how to operate the customer page by watching the sales representative operate the proxy operation page, making it easier to use electronic commerce.

[0124] 5.2 Changing the estimated price on the proxy operation page 14 is a flowchart for explaining an example of a process for changing an estimated price on the proxy operation page. Steps ST600 to ST645 in the flowchart shown in FIG. Steps ST855 and ST860 are an example of the proxy operation page generating process of the present invention. Step ST875 is an example of the re-estimation step of the present invention.

[0125] The sales terminal device 4 requests the information processing device 1 for a proxy operation page including the contents of the quotation issued to the customer under negotiation in accordance with the sales representative's operation on the proxy operation page (ST850). In response to the request from the sales terminal device 4, the information processing device 1 generates a proxy operation page including the contents of the quotation specified by the sales representative (ST855) and provides it to the sales terminal device 4 (ST860). The sales terminal device 4 displays the proxy operation page provided by the information processing device 1 (ST865).

[0126] The sales terminal device 4 transmits an instruction to the information processing device 1 to change the estimated amount of the one quotation that has already been issued, in accordance with the operation of the sales representative on the proxy operation page including the contents of the quotation (ST870). In response to the instruction received from the sales terminal device 4, the information processing device 1 generates quotation information for a new quotation in which the estimated amount of the one quotation has been changed, and registers the information in the quotation DB 23 (ST875). When the information processing device 1 issues a new quotation in which the estimated amount has been changed for a customer with whom a business negotiation is being conducted, it transmits a notification to the customer's contact information (email address, etc.) to inform the customer of the issuance of the new quotation (ST880). The customer terminal device 3 receives the quotation issuance notification transmitted from the information processing device 1 (ST885).

[0127] Fig. 15 is a diagram showing an example of a proxy operation page that allows the quotation amount to be changed. The proxy operation page AX-2 shown in Fig. 15 includes an area A30 that displays the contents of the quotation, a page element A31 that is operated when moving to a proxy operation page that displays a list of quotations, and a page element A32 that is operated when printing the quotation in area A30.

[0128] 13. Moreover, the proxy operation page AX-2 shown in FIG. 15 includes page elements A1 to A6, and A21 similar to the proxy operation page shown in FIG.

[0129] Furthermore, the proxy operation page AX-2 shown in Fig. 15 includes a page element A40 that is not present on the customer page. Page element A40 is operated when a sales representative uses a specific function that is not available on the customer page within the proxy operation page. The example in Fig. 15 illustrates a state in which page element A40 is operated with mouse pointer 30 to move to a window for correcting the estimated amount of the quotation. The window for correcting the estimated amount has the same function as, for example, sales page B-2 shown in Fig. 6.

[0130] In steps ST855 and ST860 of FIG. 14, the information processing device 1 generates, for example, a proxy operation page AX-2 shown in FIG. 15, and provides it to the sales terminal device 4. The proxy operation page AX-2 includes an area A30 that displays the contents of one quotation, and also includes a page element A40 that is operated when an instruction to change the estimated amount in the one quotation is input. In step ST865, the sales terminal device 4 displays the proxy operation page AX-2 provided by the information processing device 1. When the estimated amount is changed by operating the page element A40 in the proxy operation page AX-2 (for example, a discount amount for the estimated amount is input), in step S870, the sales terminal device 4 transmits an instruction to change the estimated amount to the information processing device 1. In step ST875, the information processing device 1 generates new quotation information in which the estimated amount has been changed in response to the instruction from the sales terminal device 4, and registers it in the quotation DB23.

[0131] In this way, the information processing device 1 according to the present embodiment can change the estimated amount on the proxy operation page that contains only the information of the client under negotiation, without displaying a sales page that also contains information of other clients. This allows the client and the salesperson to smoothly negotiate the amount while looking at the quotation on the proxy operation page during the negotiation process, thereby increasing the probability of closing the deal.

[0132] When the information processing device 1 receives an instruction to change the estimated amount from the sales terminal device 4 displaying the proxy operation page, it may determine whether the salesperson who issued the instruction satisfies a predetermined condition set for the salesperson, in the same way as when the information processing device 1 receives an instruction to change the estimated amount from the sales terminal device 4 displaying a sales page, and may not change the instructed estimated amount if it determines that the predetermined condition is not satisfied. In this case, the information processing device 1 may send a response to the sales terminal device 4 to the effect that the change to the estimated amount is not permitted.

[0133] 5.3 Entering answers to inquiries on the proxy operation page 16 is a flowchart for explaining an example of a process for inputting a response to an inquiry on the proxy operation page. Steps ST600 to ST645 in the flowchart shown in FIG. 16 are the same as the steps with the same reference numerals in the flowchart shown in FIG. Steps ST955 and ST960 are an example of a proxy operation page process of the present invention. Step ST975 is an example of a first response processing step of the present invention.

[0134] The sales terminal device 4 requests the information processing device 1 for a proxy operation page including a history of inquiries from the customer under negotiation, in accordance with the salesperson's operation on the proxy operation page (ST950). In response to the request from the sales terminal device 4, the information processing device 1 generates a proxy operation page including a history of inquiries from the customer under negotiation, based on inquiry information registered in inquiry DB 26 for the customer under negotiation (ST955), and provides it to the sales terminal device 4 (ST960). The sales terminal device 4 displays the proxy operation page provided by the information processing device 1 (ST965).

[0135] The sales terminal device 4 inputs a response to an inquiry from a customer during negotiation into the information processing device 1 in accordance with the salesperson's operation on the proxy operation page (ST970). When a response to a customer's inquiry is input from the sales terminal device 4 displaying the proxy operation page, the information processing device 1 generates inquiry information for that customer including the input response and registers it in the inquiry DB 26 (ST975).

[0136] When the information processing device 1 registers the sales representative's response to a customer's inquiry in the inquiry DB 26, it transmits a notification to the contact information (email address, etc.) of the customer and to a predetermined contact information (email address, etc.) of the administrator, informing them that the sales representative has responded to the customer's inquiry (ST980). The customer terminal device 3 and the administrator terminal device 5 each receive the notification of the response transmitted from the information processing device 1 (ST985).

[0137] FIG. 17 is a diagram showing an example of a proxy operation page that allows input of a response to an inquiry. The proxy operation page AX-3 shown in FIG. 17 includes the same components (A1 to A15, A20, A21) as the proxy operation page AX-1 shown in FIG. 13, and also includes a page element A50. The page element A50 is operated when a sales representative uses a predetermined function in the proxy operation page that is not available on the customer page. The example in FIG. 17 illustrates a state in which the page element A50 is operated with the mouse pointer 30 to move to a window for inputting a response to a customer's inquiry. The window for inputting a response has the same function as, for example, the sales page B-3 shown in FIG. 9.

[0138] The information processing device 1 generates, for example, a proxy operation page AX-3 shown in FIG. 17 in steps ST955 and ST960 of FIG. 16, and provides it to the sales terminal device 4. The proxy operation page AX-3 includes an area A9 that displays the latest inquiry, an area A10 that displays a list of past inquiries, and a page element A50 that is operated when the sales representative inputs an answer to the inquiry. In step ST965, the sales terminal device 4 displays the proxy operation page AX-3 provided by the information processing device 1. When an answer is input by operating the page element A50 on the proxy operation page AX-3, the sales terminal device 4 transmits the input answer to the information processing device 1 in step ST970. In step ST975, the information processing device 1 adds the answer input from the sales terminal device 4 to the inquiry information in the inquiry DB26.

[0139] In this way, the information processing device 1 according to this embodiment makes it possible to input a reply to a customer on the proxy operation page that contains only the information of the customer under negotiation, without displaying a sales page that also contains information of other customers. This allows the customer and the salesperson to input a written reply to an inquiry while looking at the content of the inquiry displayed on the proxy operation page during the negotiation. Therefore, a clear reply can be given to the customer without interrupting the progress of the negotiation.

[0140] ≪5.4≫ Display settings for sales content on the proxy operation page 18 is a flowchart for explaining an example of a process for setting display contents of a customer page on a proxy operation page. Steps ST600 to ST645 in the flowchart shown in FIG. 18 are the same as the steps with the same reference numerals in the flowchart shown in FIG. Step ST1055 is an example of a first content setting step in the present invention.

[0141] The sales terminal device 4 inputs an instruction to the information processing device 1 to set sales content to be displayed on the customer page of a customer with whom a business negotiation is being conducted, in accordance with the operation of the sales representative on the proxy operation page (ST1050). In response to the instruction input from the sales terminal device 4, the information processing device 1 generates content information specifying the content (recommended products, estimates, etc.) to be displayed on the customer page of the customer, and registers the content information in the sales content DB 27 (ST1055).

[0142] When the information processing device 1 registers content information in the sales content DB 27 in response to an instruction from the sales terminal device 4 displaying the proxy operation page, it generates a proxy operation page including sales content corresponding to the content information (ST1060) and provides it to the sales terminal device 4 (ST1065). The sales terminal device 4 displays the proxy operation page provided by the information processing device 1 (ST1070). The customer and the sales representative in the middle of a business negotiation can view the newly set sales content on this proxy operation page.

[0143] FIG. 19 is a diagram showing an example of a proxy operation page that allows the setting of contents to be displayed on a customer page. The proxy operation page AX-4 shown in FIG. 19 includes the same components (A1 to A15, A20, A21) as the proxy operation page AX-1 shown in FIG. 13, and also includes a page element A51. The page element A51 is operated when a salesperson uses a specific function in the proxy operation page that cannot be used on the customer page. The example in FIG. 19 illustrates a state in which the page element A51 is operated with the mouse pointer 30 so as to move to a window for inputting the content display settings of the customer page. The window for inputting the content display settings has the same functions as, for example, the sales page B-1 shown in FIG. 4.

[0144] The information processing device 1 generates a proxy operation page AX-4 shown in FIG. 19 and provides it to the sales terminal device 4. The proxy operation page AX-4 includes an area A7 for displaying sales content, and also includes a page element A51 that is operated when changing the sales content (when inputting new content display settings). When new content display settings are input by operating the page element A51 on the proxy operation page AX-4, the sales terminal device 4 transmits the input content display settings to the information processing device 1 in step ST1050. In step ST1055, the information processing device 1 generates content information according to the content display settings input from the sales terminal device 4, and registers it in the sales content DB27.

[0145] In this way, the information processing device 1 according to the present embodiment can change the content display settings of the customer page while keeping the proxy operation page containing only the information of the customer under negotiation, without displaying a sales page that also contains information of other customers. This allows negotiations to proceed while appropriately changing the content display on the proxy operation page shared by the customer and the salesperson. Therefore, it is possible to display content that is of great interest to the customer on the proxy operation page without interrupting the progress of negotiations, thereby increasing the probability of closing a deal.

[0146] The present invention is not limited to the above-described embodiment, but includes various variations. Those skilled in the art can make various modifications and substitutions to the components of the above-described embodiment within the technical scope of the present invention or its equivalent.

[0147] The information processing device 1 according to the present embodiment may perform all of the processes described above in <<1>> to <<4>> and <<5.1>> to <<5.4>>, or may perform some of these processes.

[0148] In the above embodiment, an example is given in which the customer and the sales representative share the screen of the proxy operation page while negotiating online, but the method of the negotiation is not limited to online and may be face-to-face negotiation. In the case of face-to-face negotiation, for example, the customer and the sales representative may view the screen of the same proxy operation page by using a computer display or a tablet terminal.

[0149] The screens (web pages) shown in the above-mentioned figures are merely examples, and the components included in each screen and their arrangement can be changed as desired.

[0150] A part of the processing executed by the information processing device 1 in the above-described embodiment may be executed by a terminal device (customer terminal device 3, business terminal device 4). In this case, it can be said that the processing as the information processing device according to this embodiment is executed by a plurality of computers (or a system consisting of a plurality of devices) including the information processing device 1 and the terminal devices. The invention as described in the claims of the original application is set forth below. [1] A method for performing a process related to electronic commerce by an information processing device, comprising: a customer page generating step of generating a customer page, which is a dedicated web page used by a customer for electronic commerce, in response to a request from a customer terminal device operated by the customer, and providing the customer page to the customer terminal device which is the source of the request; a sales page generating step of generating a sales page, which is a dedicated web page used by a sales representative in sales activities toward the customer in response to a request from a sales terminal device operated by the sales representative, selecting one of the customers handled by the sales representative, generating a sales page including a first page element for inputting an instruction to perform operations on the customer page of the selected customer on behalf of the customer, and providing the generated sales page to the sales terminal device that made the request; a proxy operation page generating step of generating a proxy operation page, which is a web page including at least a part of the information displayed on the customer page of the customer and capable of using at least a part of the functions of the customer page, when an instruction is input by a sales representative requesting that an operation on the customer page of the customer be performed on behalf of the customer as a result of the first page element being operated on the sales terminal device that displays the sales page, and providing the proxy operation page to the sales terminal device. method. [2] the information processing device is capable of accessing a storage device; the storage device stores a plurality of pieces of quotation information, each of which includes information on one quotation issued to one of the customers; the customer page generating step includes, when an instruction to display one of the issued quotations is input from the customer terminal device displaying the customer page, generating the customer page including information of the one of the quotations based on the quotation information stored in the storage device for the one of the quotations, the proxy operation page generating step includes, when an instruction to display one of the issued quotations is input from the business terminal device displaying the proxy operation page, generating the proxy operation page including information of the one quotation based on the quotation information stored in the storage device for the one quotation, a re-quoting step of generating quotation information of a new quotation in which the estimated amount of the one quotation that has already been issued is changed in response to an instruction input from a sales terminal device that displays the proxy operation page, and storing the quotation information in the storage device; The method described in [1]. [3] the proxy operation page generating step includes, when an instruction to display one of the issued quotations is input from the business terminal device, generating the proxy operation page including information of the one of the quotations and including a second page element for inputting an instruction to change the estimated amount in the one of the quotations; The method described in [2]. [4] the information processing device is capable of accessing a storage device; the storage device stores a plurality of pieces of inquiry information, each of which includes one inquiry from one of the customers and one response to the inquiry; the customer page generating step includes generating the customer page of one of the customers, the customer page including the inquiry history, based on the inquiry information stored in the storage device for the one of the customers; the proxy operation page generating step includes generating the proxy operation page for one of the customers, the proxy operation page including the inquiry history, based on the inquiry information stored in the storage device for the one of the customers; an inquiry processing step of, when the inquiry of one of the customers is input from the customer terminal device displaying the customer page, generating the inquiry information of the one of the customers including the input inquiry and storing the information in the storage device; and a first response processing step of, when a response to an inquiry of one of the customers is input from the business terminal device displaying the proxy operation page, storing the inquiry information of the one of the customers including the input response in the storage device. The method described in [1]. [5] the proxy operation page generating step includes generating the proxy operation page including a history of the inquiry and a third page element for inputting the answer to the inquiry; The method described in [4]. [6] the information processing device is capable of accessing a storage device; the storage device stores a plurality of pieces of content information related to sales content to be displayed on the customer page of each of the one or more customers; the customer page generating step includes generating the customer page for one of the customers, the customer page including the sales content, based on the content information stored in the storage device for the one of the customers; a first content setting step of generating the content information of one of the customers in response to an instruction to set the content for sales from the sales terminal device that displays the proxy operation page of the one of the customers and storing the content information in the storage device; The method described in [1]. [7] the proxy operation page generating step includes generating the proxy operation page including the business content and a fourth page element for inputting an instruction to change the business content; The method described in [6]. [8] the information processing device is capable of accessing a storage device; The storage device includes: A plurality of quotation information items each including information regarding one quotation issued to one of the customers; a plurality of order history information, each of which includes information regarding one order placed by one of said customers; I remember, a new quotation notification step of, when the new quotation information generated for one of the customers is stored in the storage device, sending a notification to a predetermined contact point of the sales representative in charge of the one of the customers notifying the fact that the new quotation for the one of the customers has been issued; and / or a new order notification step of sending a notification that a new order has been placed by a particular customer to a predetermined contact point of the sales representative in charge of the particular customer when the order history information relating to a new order placed by the particular customer is stored in the storage device; having the sales page generating step includes generating, in response to a request from the sales terminal device operated by one of the sales representatives, the sales page including at least one of the quotation information and the order history information of the customer handled by the one of the sales representatives; The method according to any one of [1] to [7]. [9] the information processing device is capable of accessing a storage device; the storage device stores a plurality of pieces of inquiry information, each of which includes an inquiry from one of the customers and a response to the inquiry; the customer page generating step includes generating the customer page of one of the customers, the customer page including the inquiry history, based on the inquiry information stored in the storage device for the one of the customers; the sales page generating step includes generating the sales page of one of the sales representatives, the sales page including a history of inquiries made by the customer, based on the inquiry information stored in the storage device for the customer that the one of the sales representatives is in charge of; an inquiry processing step of, when the inquiry of one of the customers is input from the customer terminal device displaying the customer page, generating the inquiry information of the one of the customers including the input inquiry and storing the information in the storage device; and a second response processing step of, when a response to an inquiry of one of the customers is input from the sales terminal device displaying the sales page, storing the inquiry information of the one of the customers including the input response in the storage device. The method according to any one of [1] to [7].

[10] the information processing device is capable of accessing a storage device; the storage device stores a plurality of pieces of content information related to sales content to be displayed on the customer page of each of the one or more customers; the customer page generating step includes generating the customer page for one of the customers, the customer page including the sales content, based on the content information stored in the storage device for the one of the customers; a second content setting step of generating the content information of the one or more customers in response to an instruction to set the sales content to be displayed on the customer page of the one or more customers from the sales terminal device and storing the content information in the storage device; The method according to any one of [1] to [7].

[11] A program including instructions for causing an information processing device to perform processing related to electronic commerce, The processing performed by the information processing device in accordance with the instructions includes each step of the method described in any one of [1] to [7]. program.

[12] An information processing device for performing processing related to electronic commerce, A processing section; a memory unit that stores instructions to be executed by the processing unit; The processing performed by the processing unit in accordance with the instructions includes each step of the method according to any one of [1] to [7]. Information processing device.

[13] An information processing device for performing processing related to electronic commerce, [1] to [7], comprising a means for carrying out each step of the method according to any one of the above. Information processing device. [Explanation of symbols]

[0151] 1...information processing device, 11...communication unit, 12...storage unit, 121...program, 13...processing unit, 2...storage device, 21...customer DB, 22...product DB, 23...quotation DB, 24...order history DB, 25...sales representative DB, 26...inquiry DB, 27...sales content DB, 3...customer terminal device, 4...sales terminal device, 5...administrator terminal device, 9...communication network

Claims

1. A method for performing a process related to electronic commerce by an information processing device, comprising: a customer page generating step of generating a customer page, which is a dedicated web page used by a customer for electronic commerce, in response to a request from a customer terminal device operated by the customer, and providing the customer page to the customer terminal device which is the source of the request; a sales page generating step of generating a sales page, which is a dedicated web page used by one sales representative in sales activities toward the customer in response to a request from a sales terminal device operated by the one sales representative, the web page including a first page element for selecting one of the customers handled by the one sales representative and inputting an instruction to perform operations on the customer page of the selected customer on behalf of the one sales representative, and providing the generated sales page to the sales terminal device that made the request; a proxy operation page generating step of generating a proxy operation page which is a web page including at least a part of the information displayed on the customer page of the customer and which allows use of at least a part of the functions of the customer page, when an instruction is received from the sales terminal device by the sales representative requesting the sales representative to operate the customer page of the customer on behalf of the customer as a result of the first page element being operated on the sales terminal device which displays the sales page, and providing the proxy operation page to the sales terminal device; the information processing device is capable of accessing a storage device; the storage device stores a plurality of pieces of quotation information, each of which includes information on one quotation issued to one of the customers; the customer page generating step includes, when an instruction to display one of the issued quotations is received from the customer terminal device displaying the customer page, generating the customer page including information of the one of the quotations based on the quotation information stored in the storage device for the one of the quotations; the proxy operation page generating step includes, when an instruction to display one of the issued quotations is received from the business terminal device displaying the proxy operation page, generating the proxy operation page including information of the one of the quotations based on the quotation information stored in the storage device for the one of the quotations; a re-quoting step of generating quotation information of a new quotation in which the estimated amount of the one quotation has been changed in response to the instruction when an instruction to change the estimated amount of the one quotation is received from a business terminal device displaying the proxy operation page, and storing the quotation information in the storage device; the proxy operation page generating step includes, when an instruction to display one of the issued quotations is received from the business terminal device, generating the proxy operation page including information of the one of the quotations and including a second page element for inputting an instruction to change the estimated amount in the one of the quotations; method.

2. A method for performing a process related to electronic commerce by an information processing device, comprising: a customer page generating step of generating a customer page, which is a dedicated web page used by a customer for electronic commerce, in response to a request from a customer terminal device operated by the customer, and providing the customer page to the customer terminal device which is the source of the request; a sales page generating step of generating a sales page, which is a dedicated web page used by one sales representative in sales activities toward the customer in response to a request from a sales terminal device operated by the one sales representative, the web page including a first page element for selecting one of the customers handled by the one sales representative and inputting an instruction to perform operations on the customer page of the selected customer on behalf of the one sales representative, and providing the generated sales page to the sales terminal device that made the request; a proxy operation page generating step of generating a proxy operation page which is a web page including at least a part of the information displayed on the customer page of the customer and which allows use of at least a part of the functions of the customer page, when an instruction is received from the sales terminal device by the sales representative requesting the sales representative to operate the customer page of the customer on behalf of the customer as a result of the first page element being operated on the sales terminal device which displays the sales page, and providing the proxy operation page to the sales terminal device; the information processing device is capable of accessing a storage device; the storage device stores a plurality of pieces of inquiry information, each of which includes one inquiry from one of the customers and one response to the inquiry; the customer page generating step includes generating the customer page of one of the customers, the customer page including the inquiry history, based on the inquiry information stored in the storage device for the one of the customers; the proxy operation page generating step includes generating the proxy operation page for one of the customers, the proxy operation page including the inquiry history, based on the inquiry information stored in the storage device for the one of the customers; an inquiry processing step of, when receiving the inquiry of one of the customers from the customer terminal device displaying the customer page, generating the inquiry information of the one of the customers including the received inquiry and storing the information in the storage device; a first response processing step of, when receiving a response to an inquiry of one of the customers from the business terminal device displaying the proxy operation page, storing the inquiry information of the one of the customers including the received response in the storage device; the proxy operation page generating step includes generating the proxy operation page including a history of the inquiry and a third page element for inputting the answer to the inquiry; method.

3. A method for performing a process related to electronic commerce by an information processing device, comprising: a customer page generating step of generating a customer page, which is a dedicated web page used by a customer for electronic commerce, in response to a request from a customer terminal device operated by the customer, and providing the customer page to the customer terminal device which is the source of the request; a sales page generating step of generating a sales page, which is a dedicated web page used by one sales representative in sales activities toward the customer in response to a request from a sales terminal device operated by the one sales representative, the web page including a first page element for selecting one of the customers handled by the one sales representative and inputting an instruction to perform operations on the customer page of the selected customer on behalf of the one sales representative, and providing the generated sales page to the sales terminal device that made the request; a proxy operation page generating step of generating a proxy operation page which is a web page including at least a part of the information displayed on the customer page of the customer and which allows use of at least a part of the functions of the customer page, when an instruction is received from the sales terminal device by the sales representative requesting the sales representative to operate the customer page of the customer on behalf of the customer as a result of the first page element being operated on the sales terminal device which displays the sales page, and providing the proxy operation page to the sales terminal device; the information processing device is capable of accessing a storage device; the storage device stores a plurality of pieces of content information related to sales content to be displayed on the customer page of each of the one or more customers; the customer page generating step includes generating the customer page for one of the customers, the customer page including the sales content, based on the content information stored in the storage device for the one of the customers; a first content setting step of generating the content information of one of the customers in response to an instruction to set the sales content to be displayed on the customer page of the one of the customers from the sales terminal device displaying the proxy operation page of the one of the customers and storing the content information of the one of the customers in the storage device, the proxy operation page generating step includes generating the proxy operation page including the business content and a fourth page element for inputting an instruction to change the business content; method.

4. the information processing device is capable of accessing a storage device; The storage device includes: A plurality of quotation information items each including information regarding one quotation issued to one of the customers; a plurality of order history information, each of which includes information regarding one order placed by one of said customers; I remember, a new quotation notification step of, when the new quotation information generated for one of the customers is stored in the storage device, sending a notification to a predetermined contact point of the sales representative in charge of the one of the customers notifying the fact that the new quotation for the one of the customers has been issued; and / or a new order notification step of sending a notification that a new order has been placed by a particular customer to a predetermined contact point of the sales representative in charge of the particular customer when the order history information relating to a new order placed by the particular customer is stored in the storage device; having the sales page generating step includes generating, in response to a request from the sales terminal device operated by one of the sales representatives, the sales page including at least one of the quotation information and the order history information of the customer handled by the one of the sales representatives; The method according to any one of claims 1 to 3.

5. the information processing device is capable of accessing a storage device; the storage device stores a plurality of pieces of inquiry information, each of which includes an inquiry from one of the customers and a response to the inquiry; the customer page generating step includes generating the customer page of one of the customers, the customer page including the inquiry history, based on the inquiry information stored in the storage device for the one of the customers; the sales page generating step includes generating the sales page of one of the sales representatives, the sales page including a history of inquiries made by the customer, based on the inquiry information stored in the storage device for the customer that the one of the sales representatives is in charge of; an inquiry processing step of, when receiving the inquiry of one of the customers from the customer terminal device displaying the customer page, generating the inquiry information of the one of the customers including the received inquiry and storing the information in the storage device; a second response processing step of, when receiving a response to an inquiry of one of the customers from the sales terminal device displaying the sales page, storing the inquiry information of the one customer including the received response in the storage device; The method according to any one of claims 1 to 3.

6. the information processing device is capable of accessing a storage device; the storage device stores a plurality of pieces of content information related to sales content to be displayed on the customer page of each of the one or more customers; the customer page generating step includes generating the customer page for one of the customers, the customer page including the sales content, based on the content information stored in the storage device for the one of the customers; a second content setting step of generating the content information of the one or more customers in response to the instruction when an instruction to set the content for sales to be displayed on the customer page of the one or more customers is received from the sales terminal device and storing the content information of the one or more customers in the storage device; The method according to any one of claims 1 to 3.

7. A program including instructions for causing an information processing device to perform processing related to electronic commerce, The processing performed by the information processing device in accordance with the command includes each step of the method according to any one of claims 1 to 3. program.

8. An information processing device for performing processing related to electronic commerce, A processing section; A storage unit that stores an instruction for causing the processing unit to perform a process, The processing performed by the processing unit in accordance with the instructions includes each step of the method according to any one of claims 1 to 3. Information processing device.

9. An information processing device for performing processing related to electronic commerce, A method according to any one of claims 1 to 3, comprising: Information processing device.

Images