Route sales support system
The route sales support system optimizes dental prosthesis collection and delivery routes, addressing inefficiencies and variability by integrating real-time updates and performance evaluation to enhance productivity and business opportunities.
Patent Information
- Application Number
- JP2021151003
- Authority / Receiving Office
- JP · JP
- Patent Type
- Patents
- Current Assignee / Owner
- Filing Date
- 2021-09-16
- Publication Date
- 2025-10-02
- Estimated Expiration
- 2041-09-16
AI Technical Summary
Existing systems for dental prosthesis collection and delivery are inefficient, with unnecessary visits, lack of real-time response to orders, and variability in sales representative engagement, leading to a heavy burden and suboptimal business opportunities.
A route sales support system that includes a route destination acquisition unit, route creation unit, map display unit, position detection unit, and daily report recording unit to optimize sales routes and evaluate representative performance, integrating real-time updates and automated work estimation.
Improves the efficiency of sales activities by optimizing routes, providing real-time response to orders, and motivating sales representatives through performance evaluation, thereby enhancing productivity and business opportunities.
Smart Images

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Abstract
Description
[Technical Field]
[0001] The present invention relates to a route sales support system, and more particularly to a technique for improving the efficiency of sales activities that involve traveling around a route to collect and deliver dental prostheses. [Background technology]
[0002] When a dental clinic places an order for a dental prosthesis, a sales representative from the dental laboratory usually visits the dental clinic to receive the instruction sheet and plaster model (collection). The sales representative also visits the dental clinic to hand over the completed dental prosthesis (delivery).
[0003] Traditionally, dental laboratory sales representatives would regularly visit all of the dental clinics they were responsible for to check whether or not there was a recall. This was because it was not possible to check in advance whether or not there was a recall. However, a visit would be a waste if there was no delivery or recall. Therefore, it would be possible to check in advance whether there was a recall or delivery and create a route for each day, but this would be a heavy burden and would not allow for real-time response to sudden orders.
[0004] In addition, if sales representatives can negotiate with dentists during their visits, it is expected that business opportunities will increase. However, whether or not to engage in such proactive sales activities is left up to the sales representative, and there is individual variation. By visualizing this variation, we hope to raise awareness.
[0005] In addition, sales representatives are required to enter daily reports after conducting sales activities such as collection, delivery, and business negotiations. Typically, they enter the daily reports at the office after all visits for the day are completed. This leaves room for improvement in terms of the burden and the freshness of the information.
[0006] As a related technology, Patent Document 1 discloses a system that allows an administrator to assign collection requests to collection personnel in real time. However, it does not disclose a specific user interface for conveying the assignments to the collection personnel (equivalent to sales representatives at dental laboratories). Furthermore, it does not have a function to support a series of sales activities linked to route patrols, such as business negotiations and daily report creation.
[0007] Patent Document 2 describes that a mobile terminal carried by a user who is out working acquires location data at predetermined time intervals, a host determines where the user is staying based on this location data, and the user, upon returning to the office, creates a daily report on the work performed at the location using the mobile terminal, etc. However, the route patrol work and the daily report creation work are separated in terms of time and interface, leaving room for improvement in convenience. [Prior art documents] [Patent documents]
[0008] [Patent Document 1] Japanese Patent Publication No. 2020-52733 [Patent Document 2] Japanese Patent Application Publication No. 10-260994 Summary of the Invention [Problem to be solved by the invention]
[0009] The present invention has been made to solve such problems, and provides a route sales support system that improves the efficiency of sales activities that involve route patrols for collecting and delivering dental prostheses.
[0010] Also, an evaluation system is provided that can appropriately evaluate the performance of sales staff and motivate them to work with high added value. [Means for solving the problem]
[0011] A route sales support system according to one embodiment of the present invention includes a route destination acquisition unit that acquires a plurality of route destinations, a route creation unit that creates a route by assigning a route order to the route destinations, a map display unit that plots the route destinations included in the route on a map and displays the status of at least the next route destination, a position detection unit that detects the position of a sales representative performing route delivery, and a daily report recording unit that determines where and how long the sales representative is staying based on the position, determines the work performed by the sales representative based on the position and the time, and displays a notification on the map prompting the sales representative to enter a daily report regarding the work. A route sales support system according to one embodiment of the present invention further includes a database that associates the work performed by the sales representative with the value of the work, and the daily report recording unit determines the location and duration of the sales representative's stay based on the location, determines the work performed by the sales representative based on the location and duration, and evaluates the value of the work based on the database. A route sales support system according to one embodiment of the present invention further includes an administrator server having a tour destination allocation unit that changes the status of the tour destination, and a tour destination notification unit that notifies the sales representative terminal of the change in status, and the map display unit displays a notification when the status of the tour destination is changed, accepts a response regarding whether or not the status change can be handled, and notifies the administrator server of the response. A sales representative terminal according to one embodiment of the present invention includes a destination acquisition unit that acquires a plurality of destinations to be visited, a route creation unit that creates a route by assigning a visiting order to the destinations, a map display unit that plots the destinations included in the route on a map and displays the status of at least the next destination, a location detection unit that detects the location of the sales representative performing route delivery, and a daily report recording unit that determines the location and duration of the sales representative's stay based on the location, determines the work performed by the sales representative based on the location and duration, and displays a notification on the map prompting the sales representative to enter a daily report regarding the work. A route sales support method according to one embodiment of the present invention includes a route destination acquisition step of acquiring a plurality of route destinations, a route route creation step of creating a route by assigning a route order to the route destinations, a map display step of plotting the route destinations included in the route on a map and displaying the status of at least the next route destination, a position detection step of detecting the position of a sales representative performing route delivery, and a daily report recording step of determining a location and a duration of stay of the sales representative based on the location, determining the work performed by the sales representative based on the location and the duration of stay, and displaying a notification on the map prompting the sales representative to enter a daily report regarding the work. A program according to an embodiment of the present invention causes a computer to execute the above method. [Effects of the Invention]
[0012] The present invention can provide a route sales support system that improves the efficiency of sales activities that involve route patrols for collecting and delivering dental prostheses.
[0013] It is also possible to provide an evaluation system that can appropriately evaluate the performance of sales representatives and motivate them to work with high added value. [Brief explanation of the drawings]
[0014] [Figure 1] 1 is a block diagram showing a hardware configuration of a route sales support system 1. FIG. [Figure 2] 1 is a block diagram showing the functional configuration of an instruction book issuing system 10. FIG. [Figure 3] FIG. 2 is a block diagram showing the functional configuration of an administrator server 20. [Figure 4] FIG. 2 is a block diagram showing the functional configuration of a sales representative terminal 30. [Figure 5] This is an example of a delivery tag. [Figure 6] 10 is an example of a user interface for receiving input of identification information of an instruction sheet. [Figure 7]10 is an example of a user interface for executing printing of a delivery tag. [Figure 8] 10 is an example of a screen displayed by a destination allocation unit 203. [Figure 9] 10 is an example of a screen displayed by a patrol status display unit 207. [Figure 10A] 10 is an example of a screen displayed by a performance display unit 209. [Figure 10B] 10 is an example of a screen displayed by a performance display unit 209. [Figure 10C] 10 is an example of a screen displayed by a performance display unit 209. [Figure 11A] 10 is an example of a screen displayed by a tour route generation unit 302. [Figure 11B] 10 is an example of a screen displayed by a tour route generation unit 302. [Figure 11C] 10 is an example of a screen displayed by a tour route generation unit 302. [Figure 11D] 10 is an example of a screen displayed by a tour route generation unit 302. [Figure 11E] 10 is an example of a screen displayed by a tour route generation unit 302. [Figure 12A] 10 is an example of a screen displayed by a map display unit 303. [Figure 12B] 10 is an example of a screen displayed by a map display unit 303. [Figure 12C] 10 is an example of a screen displayed by a map display unit 303. [Figure 13] 10 is an example of a screen displayed by a map display unit 303. [Figure 14A] 10 is an example of a screen displayed by a daily report recording unit 307. [Figure 14B] 10 is an example of a screen displayed by a daily report recording unit 307. [Figure 14C] 10 is an example of a screen displayed by a daily report recording unit 307. [Figure 14D] 10 is an example of a screen displayed by a daily report recording unit 307. [Figure 14E] 10 is an example of a screen displayed by a daily report recording unit 307. [Figure 14F]10 is an example of a screen displayed by a daily report recording unit 307. [Figure 14G] 10 is an example of a screen displayed by a daily report recording unit 307. [Figure 15A] 10 is an example of a screen displayed by a performance display unit 309. [Figure 15B] 10 is an example of a screen displayed by a performance display unit 309. [Figure 15C] 10 is an example of a screen displayed by a performance display unit 309. [Figure 15D] 10 is an example of a screen displayed by a performance display unit 309. [Figure 15E] 10 is an example of a screen displayed by a performance display unit 309. DETAILED DESCRIPTION OF THE INVENTION
[0015] The hardware configuration of a route sales support system 1 according to an embodiment of the present invention will be described using the block diagram in Fig. 1. The route sales support system 1 includes an instruction issuing system 10, an administrator server 20, and a sales representative terminal 30. The instruction issuing system 10 and the administrator server 20, and the administrator server 20 and the sales representative terminal 30 are communicably connected via a communication network such as the Internet.
[0016] The instruction issuing system 10 is a computer system for placing an order for the production of a dental prosthesis from a dental clinic to a dental laboratory. The instruction issuing system 10 is configured, for example, by a server computer or a personal computer. In this computer, a processor executes a program stored in memory to perform predetermined processing. The general functional configuration of the instruction issuing system 10 is publicly known and is disclosed, for example, in Japanese Patent Application Laid-Open No. 2018-124868 and Japanese Patent Application Laid-Open No. 2018-124872.
[0017] The administrator server 20 is an information processing device that provides functions for administrators. The administrator server 20 is configured, for example, as a server computer or a personal computer. In this computer, a processor executes programs stored in memory to realize predetermined processing.
[0018] The sales representative terminal 30 is an information processing device carried by a sales representative. The sales representative terminal 30 is configured as a mobile device such as a smartphone or tablet. In this computer, a processor executes a program stored in memory to realize predetermined processing.
[0019] The instruction issuance system 10, administrator server 20, and sales representative terminal 30 may be realized by an application program running on a single information processing device, or by application programs running on multiple information processing devices in cooperation with each other. For example, the instruction issuance system 10 may be configured by combining a tablet computer running an application program that is primarily responsible for processing related to viewing and inputting information, with a cloud computing environment running an application program that is primarily responsible for processing related to processing and storing information.
[0020] The functional configuration of the route sales support system 1 according to the embodiment of the present invention will be described with reference to the block diagrams of FIGS.
[0021] 2 is a block diagram showing the functional configuration of the instruction sheet issuing system 10. The instruction sheet issuing system 10 includes an instruction sheet / delivery note storage unit 101, a delivery note creation unit 103, and a notification unit 105.
[0022] The instruction / delivery note storage unit 101 is a database that stores instruction notes created by dental clinics to dental laboratories when ordering dental prostheses, and delivery notes created by dental laboratories to dental clinics when delivering the dental prostheses. The instruction notes include identification information for the ordering party (dental clinic) and the receiving party (dental laboratory), the order contents (including the specifications of the dental prosthesis, the patient's name, and the set date, i.e., the delivery deadline), and identification information for the instruction notes. The delivery notes include identification information for the deliverer (dental laboratory) and the receiving party (dental clinic), the delivery contents (including information about the completed dental prosthesis and the delivery date), and identification information for the delivery note.
[0023] The delivery note creation unit 103 is a processing unit for creating a delivery note when a dental laboratory completes a delivery item. The delivery note creation unit 103 first accepts input of identification information for the instruction sheet corresponding to the delivery item. For example, the identification information is acquired by reading a barcode encoded with the instruction sheet identification information from a printed instruction sheet using a barcode reader (not shown). Note that the method for creating printed instruction sheets is well known, so its description is omitted. Next, the delivery note creation unit 103 acquires an instruction sheet from the instruction sheet / delivery note storage unit 101 based on the acquired instruction sheet identification number. The instruction sheet / delivery note storage unit 101 also accepts input of a delivery date. Note that a date later than the set date cannot be entered as the delivery date. After this, the instruction sheet / delivery note storage unit 101 stores information such as the deliverer (the order recipient listed on the instruction sheet), the delivery destination (the purchaser listed on the instruction sheet), the delivery date, and the delivery note identification number as delivery information in the instruction sheet / delivery note storage unit 101. The instruction sheet / delivery sheet storage unit 101 also uses a printer (not shown) to print a delivery tag, which contains the delivery date, the deliverer, the delivery destination, and other information (such as the patient name and set date written on the instruction sheet).
[0024] FIG. 5 is an example of a delivery tag. FIG. 6 is an example of a user interface for accepting input of identification information for an instruction sheet. If a barcode reader is connected to the instruction sheet issuing system 10, the instruction sheet is acquired based on the identification information of the instruction sheet read by the reader, and the acquired instruction sheet is displayed in a list. In this example, an input box is also provided for the user to manually input the identification information for the instruction sheet. FIG. 7 is an example of a user interface for printing a delivery tag. In this example, a list is displayed of delivery destinations for which delivery notes have already been created. The user can select a delivery destination for that day from this list and print the delivery note.
[0025] The notification unit 105 transmits a notification to the administrator server 20 when the above-mentioned instruction sheet or delivery note is newly created or updated.
[0026] 3 is a block diagram showing the functional configuration of the administrator server 20. The administrator server 20 includes an instruction acquisition unit 201, a tour destination allocation unit 203, a tour destination notification unit 205, a tour status display unit 207, a performance display unit 209, and a performance storage unit 211.
[0027] The instruction sheet acquisition unit 201 receives a notification from the notification unit 105 and acquires the newly created or updated instruction sheet or delivery note from the instruction sheet / delivery note storage unit 101 .
[0028] The destination assignment unit 203 treats dental clinics that have placed orders and dental clinics that are about to make deliveries as destinations. For example, based on the instructions and delivery slips acquired by the instruction acquisition unit 201, dental clinics that are the orderers in the newly created instructions and delivery slips, and delivery destination dental clinics for which delivery slips have been created or delivery tags have been printed, are designated as destinations. Alternatively, only the orderers or delivery destinations that are to be visited on the day (or any day) may be designated as destinations. The dental laboratory manager allocates (assigns) these destinations to one or more sales representatives. Allocation may be based on the manager's arbitrary instructions or may be performed using a predetermined algorithm. The allocation of destinations to sales representatives can be added, updated, or deleted at any time.
[0029] It is preferable that the destination allocation unit 203 assigns a status (such as a tag "collection required" or "delivery required") to each destination so that it can distinguish between ordering and delivery. The sales representative collects materials (such as dental casts taken from patients) necessary for dental prosthesis production at destinations tagged with "collection required" and delivers the items to be delivered at destinations tagged with "delivery required."
[0030] If a sales representative is unable to visit a destination assigned to him / her, he / she can notify the administrator server 20. In this case, the destination assignment unit 203 can assign the destination to another sales representative on the same day, or to the same sales representative on another day.
[0031] FIG. 8 is an example of a screen displayed by the destination allocation unit 203 when the initially assigned sales representative notifies the manager that they are unable to visit the destination. On this screen, the destination allocation unit 203 can assign the destination to another sales representative as a destination for the day. In this case, the manager accepts the designation of another sales representative in response to pressing the "Today's response" button. Alternatively, the destination allocation unit 203 can assign the destination to the same sales representative as a destination for another day. In this case, the destination allocation unit 203 automatically reassigns the destination in response to pressing the "Next day's response" button.
[0032] When a tour destination assigned to a sales representative is added, updated, deleted, or the status is changed, the tour destination notification unit 205 notifies the sales representative's terminal 30 of the tour destination.
[0033] The patrol status display unit 207 displays the progress of the sales representative's patrol. The displayed content may be updated in near real time, i.e., every very short time, or at preset intervals (e.g., every 5 or 10 minutes). Alternatively, it may be updated manually by the administrator. The sales representative terminal 30 has the function of measuring its own position (coordinates) and transmitting its own device or sales representative's identification information and its own device coordinates to the administrator server 20 as needed. The acquisition of position information from the sales representative terminal 30 may also be performed in near real time, i.e., every very short time, or at preset intervals (e.g., every 5 or 10 minutes). The patrol status display unit 207 plots the received coordinates on a map (e.g., displays an icon at the coordinates). Additionally, it may display the sales representative's patrol route (described below) designated by the administrator (e.g., by selecting an icon).
[0034] 9 is an example of a screen displayed by the patrol status display unit 207. In this example, the current locations of multiple sales representatives are displayed on a map using car icons (on the right side of the screen). Pin icons are displayed at patrol destinations. When a car icon is selected by the manager, the patrol status display unit 207 displays the patrol route for the day of the sales representative corresponding to the icon (on the left side of the screen).
[0035] The performance display unit 209 retrieves and compiles the delivery and collection performance entered by each sales representative within a specified period (e.g., daily, monthly, yearly, etc.), as well as records entered in the daily report, from the performance storage unit 211, and displays the compilation results on the screen.
[0036] 10A to 10C are examples of screens displayed by the performance display unit 209. In this example, the number of sales, number of deliveries, business hours, break times, office hours, and travel time for each sales representative are compiled by day (FIG. 10A), month (FIG. 10B), and year (FIG. 10C) and displayed in a table format. These performance values are compiled from the information entered by the sales representatives in the daily report recording unit 307, which will be described later.
[0037] The performance record storage unit 211 is a database that accumulates the performance record of delivery and collection input by the sales representative, records input in the daily report, and the like.
[0038] 4 is a block diagram showing the functional configuration of the sales representative terminal 30. The sales representative terminal 30 has a tour destination acquisition unit 301, a tour route creation unit 302, a map display unit 303, a position detection unit 305, a daily report recording unit 307, and a performance display unit 309.
[0039] When a tour destination assigned to a sales representative using this terminal 30 is added, updated, deleted, or the status is changed, the tour destination acquisition unit 301 acquires the tour destination from the tour destination notification unit 205.
[0040] The tour route creation unit 302 orders and groups the tour destinations acquired by the tour destination acquisition unit 301, and creates a tour route. The tour route may be created based on an arbitrary instruction from a sales representative, or may be created using a predetermined algorithm. Destinations on the tour route can be added or deleted, and the order can be changed at any time. In addition, multiple tour routes can be created.
[0041] 11A to 11E are examples of screens displayed by the tour route creation unit 302. In this example, when the + button is pressed on the initial screen (FIG. 11A), the tour route creation unit 302 displays a list screen (FIG. 11E) or a map screen (FIG. 11C) to accept the selection of a tour destination. The list screen (FIG. 11E) displays a list of tour destination names, and the map screen (FIG. 11C) displays icons indicating the locations of the tour destinations. The tour destination selected here is added to the tour route. The tour route creation unit 302 displays the locations of the tour destinations added to the tour route as icons on a map in the upper part of the screen shown in FIG. 11B. The lower part of the screen shown in FIG. 11B displays tiles displaying the names of the tour destinations, arranged in order of visit. The sales representative can freely customize the visit order by rearranging these tiles. Note that a newly added tour destination is added to the end of the tour route by default. The tour route can be saved with a name (FIG. 11D).
[0042] The map display unit 303 plots the positions and statuses of the destinations included in the tour route on a map (for example, by displaying icons such as pins), and also displays information about the destinations together with the map (for example, in the form of banners, etc.).
[0043] 12A to 12C are examples of screens displayed by the map display unit 303. FIG. 12A is the initial screen. When "Select responsible route" is pressed here, the map display unit 303 displays the screen of FIG. 12B. The screen of FIG. 12B displays a list of saved tour routes. When the sales representative selects a tour route from the list, the map display unit 303 displays the screen of FIG. 12C. On the screen of FIG. 12C, the locations of the tour destinations included in the tour route are plotted on the map (pin icons are displayed). Here, the pins are color-coded according to the status of the tour destination, the number of visits to date, etc. Alternatively, a number indicating the number of visits, etc., may be displayed on the pin. The number of visits can be obtained from the daily report recording unit 307 (described later).
[0044] 12C also displays banners superimposed on the map. When a tour destination is added, updated, deleted, or its status is changed, the map display unit 303 displays these banners, allowing the sales representative on tour to be notified of a summary of that information in real time. When the sales representative selects a banner, the map display unit 303 can display the details of that information.
[0045] For example, if a new destination is assigned by the administrator while a sales representative is on tour, the map display unit 303 displays a banner saying "You have a collection notification..." as shown in FIG. 12C. If the sales representative presses the "Confirm" button on the banner, the map display unit 303 displays the details screen shown in FIG. 13. Here, the sales representative can select whether to visit the destination that day or tomorrow. The selection result is notified to the administrator server 20. If the sales representative decides to visit that day, the map display unit 303 adds a pin on the map indicating the location of the new destination.
[0046] The position detection unit 305 measures the current position (coordinates) of the sales representative terminal 30. Since the function of measuring the current position is well known, detailed explanation will be omitted, but typically a satellite positioning system such as the Global Positioning System (GPS) can be used. The position detection unit 305 also has a function of transmitting the measured coordinates and identification information of the sales representative terminal 30 or the sales representative to the administrator server 20 at any time. The transmission of the position information from the position detection unit 305 to the administrator server 20 may be performed substantially in real time, that is, at extremely short intervals, or may be performed at preset intervals (for example, every 5 or 10 minutes).
[0047] The daily report recording unit 307 periodically acquires the coordinates measured by the position detection unit 305 and determines whether the salesperson has been staying in the same place for a predetermined period of time. Furthermore, based on the determined staying time and staying location, the work content of the salesperson during that period of time is estimated. An example of the estimation method is shown below.
[0048] If the salesperson terminal 30 remains stationary for a predetermined time (e.g., 5 minutes or more but less than 30 minutes) (e.g., the change in location information remains within a 30-meter radius), the daily report recording unit 307 determines that a collection or delivery operation has been performed. In this case, the daily report recording unit 307 displays a screen for reporting the delivery and collection status. On this screen, the salesperson can input the destination of the visit, whether delivery or collection was performed, and any necessary information to be passed on. When inputting the destination of the visit, the daily report recording unit 307 may present a list of destinations near the location of the visit and allow the salesperson to select the appropriate destination. Alternatively, if the distance between a certain destination and the location of the visit is within a predetermined threshold (e.g., 30 meters), the destination may be automatically identified as the destination of the visit by the salesperson. The input information is transmitted to and stored in the performance storage unit 211 of the administrator server 20.
[0049] On the other hand, if the salesperson terminal 30 has stayed for more than a predetermined time (for example, for more than 30 minutes) (for example, the change in location information remains within a 30-meter radius), the daily report recording unit 307 determines that one of the following activities has been carried out: sales activities such as business negotiations, a break, or other work. In this case, the daily report recording unit 307 displays various daily report registration screens, such as those shown below.
[0050] When conducting sales activities such as business negotiations, the sales representative can input the destination, interviewee, purpose of the interview, content of the interview, etc. on the daily report registration screen. When inputting the destination, the daily report recording unit 307 may allow the sales representative to select the destination from a list of destinations visited near the location where the sales representative stayed. Alternatively, if the distance between a certain destination and the location where the sales representative stayed is within a predetermined threshold (e.g., 30 m), the destination may be automatically identified as the destination where the sales representative will visit. Alternatively, a dental clinic or other potential new customer other than the existing destinations may be registered as a destination. The input information is sent to and stored in the performance storage unit 211 of the administrator server 20.
[0051] If the sales representative was doing other work, he or she can input the type and content of the work that was done during that time period on the daily report registration screen. When inputting the work content, the daily report recording unit 307 may allow the sales representative to select the work that was actually done from a list of typical work types. The input information is sent to and stored in the performance record storage unit 211 of the administrator server 20.
[0052] In other cases, that is, when the change in location information indicates that the user stayed within a 30 m radius for less than five minutes, the daily report recording unit 307 determines that the user was moving during this time period.
[0053] 14A to 14G are examples of screens displayed by the daily report recording unit 307. When the daily report recording unit 307 detects a stay, it displays a banner with a message such as "Stayed at XX (stay location) for XX minutes" (FIG. 14A). When the sales representative selects the banner, the daily report recording unit 307 displays an input screen that differs depending on the stay time and stay location.
[0054] If it is determined that the collection or delivery work has been carried out, the screen shown in Figure 14G is displayed. The sales representative inputs whether or not the delivery or collection work was successful, and the status thereof.
[0055] If it is determined that any of the activities such as sales activities such as business negotiations, breaks, or other work activities has been carried out, the screen of FIG. 14B is displayed, requesting a report on the activities that the salesperson actually carried out.
[0056] When a salesperson conducts a business meeting at an existing destination, the salesperson selects the destination that they have actually visited from the list of destinations near the location displayed on the screen of Figure 14B. Then, on the screen of Figure 14C, they input the interviewee (doctor or non-doctor), the type of the interview (new business, referral sales, self-paid prosthetics, complaint handling, etc.), and the content of the interview (free input).
[0057] On the other hand, when visiting a dental clinic or other potential new customer outside of existing customer visits, the salesperson presses the clinic registration button on the screen in Figure 14B. Then, on the clinic registration screen in Figure 14D, the salesperson enters the destination (clinic name, address, etc.), the type of interview (new business, referral sales, self-paid prosthetics, complaint handling, etc.), and the content of the interview (free input).
[0058] If the salesperson is taking a break, he or she presses the break button on the screen shown in FIG. 14B.
[0059] If the salesperson performed other work, he or she selects the type of work that he or she actually performed on the screen in Figure 14E, and then enters the details of the work that he or she performed on the screen in Figure 14F.
[0060] By introducing a system that semi-automatically estimates the salesperson's work during a given time period based on the time spent and the location of the visit, it is possible to clearly distinguish between time spent doing certain tasks and time spent traveling. It is also possible to display and compare aggregated values for work and non-work time, as well as aggregated values for each type of work. This simple system can help salespeople create highly productive (time-efficient) routes and allocate their time to more productive tasks. For example, by increasing the time and frequency of contact with dentists and eliminating unnecessary driving, the ratio between the two improves, allowing salespeople to easily visually confirm the results of their efforts.
[0061] The performance display unit 309 retrieves and compiles the delivery and collection performance entered by the sales representative within a specified period (e.g., daily, monthly, yearly, etc.), as well as records entered in the daily report, from the performance storage unit 211, and displays the compilation results on the screen.
[0062] 15A to 15E are examples of screens displayed by the performance display unit 309. In these examples, the number of sales, number of deliveries, business hours, break times, office hours, and travel time of the sales representative are compiled by day (FIG. 15A), month (FIG. 15B), and year (FIG. 15C) and displayed in a table format. These performance values are compiled by the content entered by the sales representative in the daily report recording unit 307. The performance display unit 309 may also plot the route traveled by the sales representative on a map on any given day. In the screen of FIG. 15D, the travel route is represented by connecting pins indicating the destinations visited by the sales representative with straight lines in the order of visits, or by connecting coordinates indicated by location information with straight lines in chronological order.
[0063] 15E is an example of a screen that compiles sales results for a specific visit destination. On this screen, the results display unit 309 displays a graph showing the ratio of the number of times for each type of interview (new business, referral sales, self-paid prosthetics, complaint handling, etc.).
[0064] The results compiled in this way can be used as basic information when managers evaluate the performance of sales representatives. For example, by setting hourly wages according to the work content, such as 3,000 yen for negotiation time and 1,000 yen for travel time, flexible wage policies based on productivity can be implemented.
[0065] To calculate the salary based on the work content (or the value of the work if it is reduced), a work value database that stores the correspondence between the work content and its value can be provided in the administrator server 20 or the like. The value here refers to an index that quantitatively represents the value of the work, typically the hourly rate of remuneration paid to employees. Alternatively, it may be a numerical value such as points that serves as the basis for remuneration calculations and personnel evaluations. For example, the hourly rate for work X can be defined as "xx yen," and the hourly rate for work Y can be defined as "yy yen." This table may differ depending on the employee's position, employment status, etc. A work evaluation processing unit provided in the administrator server 20 or the like can then calculate an index indicating the work evaluation of each sales representative based on the performance values accumulated for each sales representative in the performance storage unit 211 and the work values defined in the work value database.
[0066] This knowledge that there is a certain correlation between the location and time spent by salespeople and the work content, and the configuration of easily quantifying the location and time spent by salespeople and varying the unit price of compensation depending on the work performed by the salespeople, are unprecedented in the prior art. This allows managers to induce salespeople to spend more time on work that offers higher incentives, for example, by setting higher incentives for work with higher added value.
[0067] The present invention is not limited to the above-described embodiment. It is possible to define various tasks and values according to various factors. For example, it is possible to provide more detailed guidance by varying the value of a task according to the time of day.
[0068] The present invention is not limited to the above-described embodiments and can be modified as appropriate without departing from the spirit of the present invention. For example, each processing means constituting the present invention may be configured by hardware, and any processing may be logically realized by having a CPU (Central Processing Unit) execute a computer program. In this case, the computer program can be stored and supplied to a computer using various types of non-transitory computer-readable medium. Alternatively, the program may be supplied to a computer via various types of transitory computer-readable medium. Transitory computer-readable medium includes electrical signals, optical signals, and electromagnetic waves. The transitory computer-readable medium can supply the program to a computer via a wired communication path such as an electric wire or optical fiber, or via a wireless communication path. [Explanation of symbols]
[0069] 1 Route sales support system 10 Instruction issuing system 20 Administrator Server 30 Salesperson terminal 101 Instructions and delivery note storage area 103 Delivery Note Creation Department 105 Notification Department 201 Instruction acquisition department 203 Patrol Destination Allocation Unit 205 Visit Notification Department 207 Patrol status display unit 209 Performance display section 211 Results storage section 301 Visiting destination acquisition department 302 Patrol Route Creation Department 303 Map display section 305 Position detection unit 307 Daily Report Recording Department 309 Performance display section
Claims
1. a tour destination acquisition unit that acquires a plurality of tour destinations; a tour route creation unit that creates a tour route by assigning a tour order to the tour destinations; a map display unit that plots the destinations included in the tour route on a map and displays the status of at least the next destination; a location detection unit that detects the location of a sales representative who is performing a route delivery; a daily report recording unit that determines a location and duration of stay of the sales representative based on the location, determines a task performed by the sales representative based on the location and duration of stay, and displays a different daily report input screen depending on the task. Route sales support system.
2. Further comprising a database associating the work performed by the sales representative with the value of the work, The daily report recording unit determines the location and duration of stay of the sales representative based on the location, determines the work performed by the sales representative based on the location and duration, and evaluates the value of the work based on the database.
2. The route sales support system according to claim 1.
3. a destination allocation unit for changing the status of the destination; a visit destination notification unit that notifies the sales representative terminal of the change in status, The map display unit When the status of the destination is changed, a notification is displayed, a response regarding whether or not the change in status can be handled is received, and the response is notified to the administrator server.
3. The route sales support system according to claim 1 or 2.
4. a tour destination acquisition unit that acquires a plurality of tour destinations; a tour route creation unit that creates a tour route by assigning a tour order to the tour destinations; a map display unit that plots the destinations included in the tour route on a map and displays the status of at least the next destination; a location detection unit that detects the location of a sales representative who is performing a route delivery; a daily report recording unit that determines a location and duration of stay of the sales representative based on the location, determines a task performed by the sales representative based on the location and duration of stay, and displays a different daily report input screen depending on the task. Sales representative terminal.
5. a destination acquisition step of acquiring a plurality of destinations; a travel route creation step of creating a travel route by assigning a travel order to the travel destinations; a map display step of plotting the destinations included in the tour route on a map and displaying a status of at least the next destination; a location detection step for detecting the location of a sales representative who performs route delivery; and a daily report recording step of determining a location and duration of stay of the sales representative based on the location, determining a task performed by the sales representative based on the location and duration of stay, and displaying a different daily report input screen depending on the task. Route sales support methods.
6. A program for causing a computer to execute the method according to claim 5.
Citation Information
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