JP2003288469A - Sales management method and graph plotting method - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To register customer information and the information of a person in charge of sales on a map image and to prepare a desired graph by analyzing the information. <P>SOLUTION: Regarding a prescribed position on a displayed map image, inputted customer information is stored in a customer information database 46 in relation to the information specifying the customer, the information specifying the person in charge and the prescribed position. Thus, the customer information is registered and the map image including the symbol of the position related to the registered customer information is generated. Also, sales information inputted in relation to the prescribed position is stored in a history information database 48 in relation to the information specifying the customer and the information specifying the person in charge. Also, various kinds of analysis based on the information stored in the databases 46 and 48 are executed. <P>COPYRIGHT: (C)2004,JPO

Description

Detailed Description of the Invention

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a system that manages sales activities of customers and persons in charge and analyzes the customers and persons in charge.

[0002]

2. Description of the Related Art Normally, a customer's name, address, telephone number, sales person's name for the customer, etc. are stored in a database in a table format, and if necessary, search processing and totaling processing are performed to obtain desired information. There are known systems for obtaining. It is also known that various analyzes can be performed from the stored data, for example, the number of customers for each person in charge and the position of the customer can be grasped.

However, in the conventional system, the customer information is input in the form of a report, and the search results and the totalized results are presented in the table form. Therefore, it is difficult for the administrator to intuitively grasp the customer's situation. On the other hand, by using the map display system, by designating a spot on the map and associating it with the customer's information and registering it, it is possible to more intuitively understand the search result and the total result.

[0004]

However, in the conventional map display system, it is possible to register the customer information, but it is easy to realize the processing of search, tabulation or analysis using this. Was not. On the other hand, it is possible to realize search, totalization, analysis, graph drawing, etc. by linking the table creation software with the map display software. However, in this case, there has been a problem that it is necessary to design interfaces of a plurality of software and change the software itself.

According to the present invention, the user can intuitively understand the processing result related to desired customer management and sales management, and
The purpose is to be able to easily input desired information. Another object of the present invention is to easily realize customer analysis and sales analysis.

[0006]

An object of the present invention is a business management method for analyzing customer information registered based on customer information registered using a map image displayed on the screen of a display device. Generate a map image to be displayed on the screen of the display device, and display the map image on the screen, and the customer information input with respect to a predetermined position on the map image is used to identify the customer. A step of registering the customer information by storing it in a customer information database by associating it with information specifying a person in charge and the predetermined position, and a map image including a symbol of the position associated with the registered customer information. In response to the designation of a predetermined symbol in the map image, the input sales information is associated with the information identifying the customer and the information identifying the person in charge. Based on the information for identifying the customer and / or the information for identifying the person in charge, referring to the customer information and the sales information. And a step of performing an analysis. According to the invention,
Input (registration) of customer information and sales information referring to map images
And it is possible to realize a desired analysis.

[0007] In a preferred embodiment, the step of performing the analysis regarding the customer and / or the person in charge refers to the customer information database to specify the customer information in charge of a predetermined person in charge, and the specifying. And regenerating a map image including the symbol of the customer in charge by the person in charge based on the customer information. This makes it possible to intuitively understand the customer in charge of a person in charge. Further, by designating the symbol, it is possible to refer to the customer information, which can be used as a customer / sales management tool.

[0008] In a more preferred embodiment, a step of representing the range of customers covered by the person in charge in the map image by a circular figure including all symbols and having a minimum radius is further included. I have it. This makes it possible to easily understand the sales range of the person in charge.

In another preferred embodiment, the step of performing an analysis on the customer and / or the person in charge refers to the history information database to determine the number of visits to each customer by a predetermined person in a certain period of time. It comprises a step of calculating and a step of regenerating a map image containing a symbol according to the number of visits to the customer at a predetermined position associated with the customer. The step of regenerating the map image including the symbol indicating the number of visits may include the step of generating symbols having different display modes according to the number of visits. Different display modes include, for example,
Includes different sizes, different shapes, different colors, etc.

In another preferred embodiment,
The customer information includes an index indicating the scale of the customer and an index indicating the degree of transaction with the customer, and the step of performing analysis regarding the customer and / or the person in charge refers to the customer information database, There is a step of executing a customer evaluation using an index indicating a scale of the customer and an index indicating a degree of transaction with the customer in the customer information of the predetermined customer.
For example, the step of executing the customer evaluation includes a step of generating a graph in which an index indicating the size of the customer is used on one axis and an index indicating the degree of transaction with the customer is used on the other axis.

Further, in another embodiment, the customer information includes an index indicating the degree of transaction with the customer, and the step of performing an analysis regarding the customer and / or a person in charge includes the customer information database and the customer information database. Referring to the history information database, there is a step of executing visit evaluation of the person in charge, using the number of visits of the person in charge by the person in charge and the degree of transaction with the customer. For example, the step of performing visit evaluation includes the step of generating a graph with the number of visits on one axis and the degree of transactions with customers on the other axis.

[0012] In another embodiment, the sales information includes information indicating a product to be sold to a customer and an index indicating a transaction stage thereof, and a step of performing an analysis regarding the customer and / or a person in charge. , Referring to the customer information database and the history information database, a step of executing a transaction stage evaluation using the date and time of the visit of the person in charge of the person in charge and the product to be sold to the customer in charge of the person in charge and the transaction stage thereof. Have. For example, the step of executing the transaction stage evaluation includes the step of generating a graph in which the date and time or the period is used as one axis and the index indicating the transaction stage of the product is used as the other axis.

In a further preferred embodiment, the method further comprises the step of referring to the history information database and generating a form including the sales activity of the sales representative for a predetermined period based on the sales information of the sales representative. As a result, the person in charge can easily obtain a form (for example, a weekly report or a monthly report) showing his / her business activity for a predetermined period.

Another object of the present invention is to provide customer information registered using a map image displayed on the screen of a display device,
And based on the sales information of the person in charge of the customer,
A method of drawing a graph for analyzing the customer information, wherein a map image to be displayed on a screen of a display device is generated based on map data including coordinates, vectors, and / or polygons. With respect to the step of displaying on the screen and the predetermined position on the map image, the inputted customer information is associated with the information for specifying the customer, the information for specifying the person in charge and the predetermined position, and is stored in the customer information database. By storing the customer information, a step of registering the customer information, and a step of accumulating the sales information input with respect to a predetermined position in the history information database in association with the information for specifying the customer and the information for specifying a person in charge. , Refer to the customer information and the sales information, and set the coordinates, vectors and / or polygons necessary for generating the graph. And a step of generating a graph image on the basis of the set coordinates, vector and / or polygon, and displaying the graph image on the screen of the display device, similarly to the generation of the map image. It is also achieved by a graph drawing method characterized by the above.

According to the present invention, a graph using the data in the database is created in the same manner as creating a map. Therefore, it is possible to realize the graph drawing on the map display software without the need to separately start software for drawing the graph.

[0016]

BEST MODE FOR CARRYING OUT THE INVENTION Embodiments of the present invention will be described below with reference to the accompanying drawings. FIG. 1 is a diagram showing a hardware configuration of a business management system 10 according to an embodiment of the present invention. The sales management system 10
Can be realized by a personal computer or the like. As shown in FIG. 1, the sales management system 10 has a C
PU12 and RAM1 used as a work area, etc.
4, a ROM 16 storing programs and the like, a CD-R
CD-ROM driver 18 for controlling reading of OM
A hard disk device 20, an input device 22 such as a keyboard and a mouse, a display device 24 such as a CRT, and a printer 26. In the present embodiment, the map data stored in the CD-ROM is read, but the present invention is not limited to this, and the map data stored in another medium such as a DVD is read, or
Map data may be stored in the hard disk device and read out.

In the present embodiment, the business management system 10 uses a CD-ROM containing map data as a CD-ROM.
The ROM driver 18 is configured to display the map image on the screen of the display device by reading the ROM driver 18 or downloading the map data from the outside using the Internet. The software for operating the business management system 10 may be read from the CD-ROM and stored in the hard disk device 20,
Alternatively, it may be downloaded from the outside using the Internet or the like.

In the present embodiment, the user uses the personal computer to activate the software,
A personal computer is operated as the business management system 10. This software can execute display of a map image, registration of information using the map image, analysis using the registered information, and the like, as described in detail below. The sales management system 10 displays a map image of a desired area on the screen of the display device 24 according to the user's operation of the input device 22. For example, the display device 24
A digital map such as a vector map or a raster map can be used as the map displayed on the screen.

FIG. 2 is a functional block diagram of the sales management system 10 according to this embodiment. As shown in FIG. 2, the sales management system 10 registers the customer information with the map image data generation unit 28 that generates an image in which a symbol is drawn on the map, which should be displayed on the screen of the display device 24. A customer information registration unit 32, a staff information registration unit 34 for registering staff information, a staff analysis unit 36 for analyzing staff information, and a customer analysis unit 38 for analyzing customer information. Graph selector 4 for selecting a power graph
0 and a form generation unit 42 that generates forms such as weekly reports and monthly reports
Have and. The hard disk device 20 also includes a map database (DB) 44 that stores map data, a customer information database (DB) 46 that stores customer information, and
And a history information database (DB) 48. The map image data generation unit 28 includes a graph generation unit 30 that generates a graph for analysis by a method similar to that for generating a map image, as described later.

In the business management system according to this embodiment, the manager can basically input the customer information. On the other hand, the person in charge can input various sales-related information such as the behavior of the person in charge, items handled (sales items), transaction stages, and the like regarding the customer in charge of the person in charge.

FIG. 3 is a flow chart showing a customer information registration process according to the present embodiment. The customer information registration process will be described in detail with reference to FIG. The administrator displays the map image 400 as shown in FIG. 4 on the screen of the display device 24 (step 301). In the present embodiment, the map image 400 displayed on the display device 24 is a CD
-It is generated using the map data stored in the ROM or the map data downloaded from the Web server via the Internet. Needless to say, map data stored in another medium, such as a DVD, or map data stored in a hard disk device may be used.

The administrator designates a point near the location of the customer on the map 401 of the map image 400 displayed on the screen of the display device 24 (step 302). The customer information registration unit 32 displays the customer information input sheet 500 as shown in FIG. 5 on the screen of the display device 24 according to the designation of the administrator (step 303), and the administrator inputs the customer information. (Step 304).

For example, as shown in FIG. 5, the customer information input sheet 500 includes a new customer code input field, a person in charge input field, a customer name input field, a zip code input field, an address input field,
A telephone number input field, a FAX number input field, a company rank input field, a transaction degree input field, a scale rank input field, an industry type input field, a capital input field, and the like are included. The administrator operates the input device 22 such as a keyboard to input a predetermined character or number in the entry field. In addition, in the above-mentioned entry field, in addition to directly inputting characters with a keyboard, a pull-down menu is opened so that a predetermined character string or the like can be selected from there. The customer code is a code given to the customer by the business operator who uses the sales management system. The company rank can be given an arbitrary value from "1" to "10" depending on the reliability of the company as seen from the business operator and the length of the transaction period. Similarly, for the degree of transaction and the rank of scale, values of "1" to "10" are given.

In the present embodiment, the point specified on the map 401 by the administrator when inputting customer information does not have to be the position corresponding to the correct address, and when the administrator views the map image. To some extent, you can specify the same position as the address.
Of course, in the map image of FIG. 4, a predetermined area is designated to display a map image showing the area in more detail, or the search function is used to input an address and the vicinity of the input address is displayed. You may display a map image and specify a more accurate position.

The customer information entered by the administrator on the customer information input sheet 500 is stored in the customer information DB in the hard disk 20.
46 is registered (step 305). For example, in FIG.
As shown in FIG. 5, the customer information DB 46 stores the contents entered in the customer information input sheet 500 for each customer in a table format.

When the customer information is registered in the customer information DB 46, the symbol 402 associated with the customer information is displayed on the map 401 of the map image 400. In this embodiment, a star-shaped symbol (see reference numeral 402, for example) is shown at a point where customer information is registered in the map image. When the administrator selects the symbol 402 displayed on the map image 400, a sheet similar to the customer input sheet 500 pops up. As a result, it is possible to confirm the customer information registered at the point. Further, the customer information can be changed by inputting other information in the items on the sheet. Furthermore, the person in charge displays the symbol 4 displayed on the map 401 of the map image 400.
By selecting 02, the person in charge can also see the customer information and use it when visiting the customer.
In addition, it is desirable that the person in charge is set to have the authority to refer to the customer information and not to change the information.

Next, the input of information by the person in charge will be explained. The person in charge can enter the sales activity for the customer in charge of the person in charge. This is used not only for the person-in-charge analysis described below, but also for preparing the weekly report of the person-in-charge. Input of sales information of a person in charge will be described in detail with reference to FIGS. 7 and 8. FIG. 7 is a diagram showing an input sheet 700 for inputting customer visit information by a person in charge. This is displayed on the screen of the display device by the person in charge who logs in and then inputs a predetermined command. The person in charge inputs the input device 22 after the sales visit to the customer.
Is operated to input a necessary numerical value or character string in the input field in the visit input sheet 700. For example, visit input sheet 7
00 includes a customer name input field, a person in charge input field, a date input field,
It includes a transaction stage input field for the products handled and a content input field. In addition, in the above-mentioned entry field, in addition to directly inputting characters with a keyboard, a pull-down menu is opened so that a predetermined character string or the like can be selected from there.

In the present embodiment, the transaction stage input field of the handled product is ranked in five stages according to the business negotiation of the product, and the person in charge requests "1" to "5" from the progress of the business negotiation. You can give the number of. This allows the administrator or the like to grasp the progress of the business negotiation at a glance at the time of analysis as described later. The sales information entered by the person in charge on the visit input sheet 700 is the hard disk 20.
It is stored in the history information DB 48.

In the present embodiment, when the administrator, as described above, registers the customer information of a customer,
A customer ID that uniquely identifies a customer is given by the sales management system. The customer code (customer CD) is
It can be given arbitrarily by the administrator. For example, even the same customer can assign a desired code to each business office. With this, for a single customer ID,
There can be multiple customer codes. When the administrator inputs the customer code into the customer code input field of the customer information input sheet 500 and registers it in the customer information DB 46 together with other information, the customer ID uniquely determined for the customer and the customer code And are registered in the history information DB 48. Further, when the customer code is specified, the customer name can be specified by referring to the customer information DB 46, and vice versa, that is, if the customer name is specified, one or more associated customer codes are specified. You can also Therefore, the person in charge enters the customer name field of the visit input sheet 700 shown in FIG.
When the customer name is entered, the customer ID and customer code can be specified. The information entered by the person in charge, that is, the customer name, the date of visit, the transaction stage for each product handled,
For example, as shown in FIG. 8, the data is stored in a table format. As will be described later, it is possible to search for a desired record by using a person in charge or a customer name (for example, a customer code) as a key or a product as a key. As will be described later, the person in charge can obtain information about the customer visited by the person in charge by extracting records using his / her name as a key, and based on this, create reports such as weekly and monthly reports. Then, it becomes possible to output.

Next, the person-in-charge analysis using the customer information registered in the customer information DB 46 and the sales information registered in the history information DB 48 will be described in detail. this is,
It is set so that only those with specific privileges, such as the administrator, can execute it. Of course, the person in charge may also be given the authority to execute, partially or wholly.

FIG. 9 is a diagram showing a dialog box 900 for selecting a person in charge. This dialog box is displayed by the administrator on the input device 2 while the map image is displayed.
It is opened by operating 2 and inputting a predetermined command. As shown in FIG. 9, the administrator displays a dialog box 900 on the screen of the display device 24. When the administrator selects a person in charge from the pull-down menu and presses the OK button, a map image including a symbol indicating the customer in charge of the selected person in charge is displayed. In FIG. 10, a customer of a person in charge has a star symbol (for example, reference numeral 100).
FIG. 2 is a diagram showing a map image 1000 displayed as (2). The administrator can operate the input device 22 to specify the symbol to display the customer information of the specified customer. Further, in the present embodiment, the sales staff area covered by the person in charge can also be displayed as a circle 1003.

In the present embodiment, the circle 1003 indicating the sales staff area displayed on the map 1001 has all the symbols (for example, reference numeral 100) of the customers who are in charge.
2)) and has the smallest radius.
The manager displays the symbol of the customer in charge of the selected person in charge, and in addition to this, by looking at the map image 1000 showing the circle 1003 indicating the sales person in charge, the sales range of the person in charge, etc. Can be grasped. Further, while displaying a circle 1003 related to a customer in charge of a person in charge, a symbol of a customer in charge of another person in charge is displayed in another form and a circle indicating a sales person in charge of the other person in charge. Can also be displayed. The manager can easily realize the management of the person in charge, such as the transfer of the customer to another person in charge, by comparing the sales range of the person in charge.

Further, in the embodiment of the present invention, it is possible to grasp the number of visits of each person to the customer by the person-in-charge analysis. FIG. 11 is a diagram showing a dialog box 1100 for selecting the number of visits to the customer by the person in charge. The administrator can operate the input device 22 and input a predetermined command to display the dialog box 1100 on the display device 24. The administrator
If you enter the period to be analyzed in the dialog, in response to this, a predetermined number will be displayed on the screen of the display device at the point on the map where the customer in charge of the person in charge is located according to the number of visits by the person in charge. A map image 1200 including a symbol expressed in size is displayed. As shown in FIG. 12, in the present embodiment, as the symbol 1202, a triangle whose size changes according to the number of visits is used. Further, in the present embodiment, not only a single person in charge is selected, but also a plurality of persons in charge or all persons in charge are selected, and the number of visits to the customer in charge of the selected person in charge is selected. , Can be displayed using symbols. As described above, in the present embodiment, the number of visits to the customer by the person in charge is represented by the triangular symbols 1202 having different sizes. Therefore, the administrator can see the map image 1200 and It is possible to understand the visit status to customers. Of course, the number of customer visits may be represented by symbols having different colors and shapes.

Next, the customer analysis and graph creation using the customer information registered in the customer information DB 46 and the sales information registered in the history information DB 48 will be described in detail. In this embodiment, the sales management system 10
Generates graphs using map display software. That is, in the map image data generation unit 28 that creates a map image, the same method as that for creating a map image,
A straight line or a curved line is drawn and the necessary polygons are arranged on the blank map in the same way as the designation of coordinates, vectors and polygons for generating the map. This makes it possible to obtain a graph using registered information (customer information or sales information) without having to start another application for creating a graph.

In the present embodiment, in the customer analysis, customer evaluation for evaluating the customer itself can be executed. Further, as a person-in-charge analysis, it is possible to perform visit evaluation in consideration of the number of visits and transaction degree of the person in charge, and transaction stage evaluation in consideration of the transaction stage of the customer of the person in charge. First, a description of customer evaluation is added. Customer evaluation is a graph in which the degree of transaction of a customer to be analyzed is one axis and the scale rank of the customer is the other axis, and the corresponding customer is selected from among the plurality of axes set above. By checking whether or not they are in a position, they support the formulation of future business policies.

FIG. 13 is a graph showing the customer evaluation of a person A in charge. When the administrator operates the input device to input the command for executing the customer evaluation and selects the person in charge, the customer analysis unit 38 acquires the necessary information from the customer information DB 46 and displays the graph. The selection unit 40 selects a graph to be created, and necessary information is transmitted to the graph generation unit 30 of the map image data generation unit 28. The graph generation unit 30 creates a graph selected using the acquired information by the same method as that for creating a map image.

As shown in FIG. 13, in this graph, the circles indicating the customers of the selected personnel A are arranged according to the transaction degree and scale rank. For example, customers located in Area III may have a lower degree of transaction compared to the size rank, and future sales activities may increase the transaction amount and transaction frequency, resulting in higher transaction rates. Recognize. In this way, the administrator can easily understand the customer evaluation regarding the customer in charge of the person in charge A by visualization using the graph. By referring to the graph, the manager can give advice to the person in charge A about future work, and can also determine future business policy.

Next, the visit evaluation, which is one of the functions of the person in charge analysis, will be explained. FIG. 14 is a graph showing a visit evaluation regarding a customer who visited a certain person A in a predetermined period. Here, the horizontal axis is assigned to the customer's degree of transaction, and the vertical axis is assigned to the number of times the person A in charge visited the customer during a predetermined period. When the administrator operates the input device to input a command for executing the visit evaluation and selects the person in charge, the person-in-charge analysis unit 36 displays necessary information from the customer information DB 46 and the history information DB 48. Along with getting
The graph selection unit 40 selects a graph to be created, and necessary information is transmitted to the graph generation unit 30. The graph generation unit 30 uses the acquired information to generate the selected graph.

As shown in FIG. 14, in this graph, circles indicating the customers of the selected personnel A are arranged according to the number of visits and the degree of transaction by the personnel. For example, it can be seen that the number of times of business by the person in charge is small compared to the fact that the degree of transaction is high for the customer who has the corresponding circle in the area II. On the other hand, Region III
In addition, it can be seen that, for the customers to whom the corresponding circles are placed, the number of times of business by the person in charge is large compared with the degree of low transaction. From these, the administrator can give appropriate advice (for example, to make a visit according to the transaction level) according to the business policy.
In addition, future business policies can be decided based on the actual number of visits.

Further, in the present embodiment, the transaction stage can be evaluated as a function of person-in-charge analysis.
FIG. 15 is a graph showing a transaction stage evaluation. When the administrator operates the input device to input a command for executing the person-in-charge analysis and selects the person-in-charge and the customer, the person-in-charge analysis unit 36 causes the customer selected from the history information DB 48 to be selected. The record having the customer ID of is extracted to acquire necessary information, and the graph selecting unit 40 selects the graph to be created. The graph generation unit 30 creates the selected graph based on the information acquired by the person-in-charge analysis unit 36 by the same method as that for creating the map image. Here, the horizontal axis is assigned with the months elapsed from the date of starting the business activity, and the vertical axis is assigned with the transaction stage of the handled product.

In the data of the history information DB 48, the date of visit entered by the person in charge (“year / month / day” in FIG. 8) and the transaction stage of the products handled on that date of visit refer to the circled date in the graph. It is arranged with. It should be noted that, here, a different display (for example, a display in which the color is changed) may be displayed for each product handled. From the graph of the transaction stage evaluation, the manager
It is possible to see the visit progress of the customer in charge by the person in charge A and the transaction stage of the product. Based on this, the manager is person A
Can give advice on future work and decide future business policy. For example, if the level (numerical value) at the trading stage has not improved or the level (numerical value) has decreased over the period, give advice such as increasing special sales activities or visits. It becomes possible.

As described above, in the present embodiment, when the administrator designates the analysis contents when he / she wants to execute a desired analysis and also designates the person in charge and the customer in some cases, the designated person in charge. You can create a graph about the customer who is in charge of the person. In addition, various graphs can be created and a wide range of analyzes can be performed according to the method specified by the administrator. For example, the administrator himself specifies the items to be assigned to the horizontal axis and the vertical axis, and the customer analysis unit 38 and / or the person-in-charge analysis unit 36 searches the DB 20 for the necessary information and acquires the graph. The unit 40 selects a graph to be created based on the assigned items, transmits this information to the graph generation unit 30, and the graph generation unit 30
The required graph may be created in.

As described above, in the present embodiment, the administrator can register the customer information on the map image, and at the same time, select the symbol registered on the map image to register the customer information. It is also possible to browse the customer information that has been made or update the information as necessary.
That is, in the present embodiment, the information that the administrator wants to register can be registered on the map image at any position with a symbol, and the customer can be managed while using the map.

Further, in the present embodiment, the customer information registered by the administrator on the map image and the sales information input by the person in charge are used for analysis, and a map image is generated based on the analysis result. It is possible to draw axes and lines and generate graphs in the same manner as in. That is, in the present embodiment, it is possible to generate a graph using software that generates a map image.

Further, in the present embodiment, it is possible to create and output a form (report) such as a weekly report or a monthly report, which should be created by the person in charge based on the sales information registered by the person in charge. When the person in charge inputs the form creation command, his / her name (person in charge name), the person in charge code, and the period, the form generator 42 is activated. The form generation unit 42 searches the history information DB 48 for a record having a person-in-charge name and a person-in-charge code, and finds a record within the specified period among the retrieved records. A form (report) can be created by arranging these in time series and in a predetermined format. With this, the person in charge is
It is possible to obtain a required form (report) without the work of creating another application and inputting necessary information, or by manual work.

The present invention is not limited to the above embodiments, and various modifications can be made within the scope of the invention described in the claims, and these are also included in the scope of the present invention. It goes without saying that this is what is done. For example, in the above embodiment, the map display software is downloaded to the personal computer and used. However, the present invention is not limited to this, and the server is provided with map data and map display software, and in response to the necessary command being given from the client machine connected via the Internet, LAN, etc., the server It operates, registration of customer information, sales information registration by a person in charge, various analysis,
A graph may be generated and the result may be returned to the client machine if necessary.

Further, in the above-mentioned embodiment, the administrator selects a point on the map image when registering the customer information, opens the customer information input sheet, and fills in necessary information there, thereby selecting. The symbol associated with the customer information is displayed at the designated point, but the present invention is not limited to this. For example, by inputting the customer's address or the like, the input address may be associated with the corresponding point on the map, and the symbol may be displayed at the point. In the present specification, the function of one means is
Realized by two or more physical means, or
The functions of two or more means may be realized by one physical means.

[0048]

According to the present invention, it is possible to register customer information on a map image and analyze the customer information to create a desired graph. Further, according to the present invention, by outputting the input customer information to the form,
It is possible to create necessary reports such as weekly reports.

[Brief description of drawings]

FIG. 1 is a diagram showing a hardware configuration of a business management system according to an embodiment of the present invention.

FIG. 2 is a functional block diagram of a business management system according to the present embodiment.

FIG. 3 is a flowchart showing a customer information registration process according to the present embodiment.

FIG. 4 is a diagram showing an example of a map image in which customer information according to the present embodiment is registered.

FIG. 5 is a diagram showing an example of an input sheet for inputting customer information according to the present embodiment.

FIG. 6 is a diagram showing a configuration of a customer information database according to the present embodiment.

FIG. 7 is a diagram showing an example of an input sheet for inputting customer visit information according to the present embodiment.

FIG. 8 is a diagram showing a configuration of a history information database according to the present embodiment.

FIG. 9 is a diagram showing an example of a dialog box for selecting a person in charge according to the present embodiment.

FIG. 10 is a diagram showing an example of a map image in which customer information for each person in charge according to the present embodiment is registered.

FIG. 11 is a diagram showing an example of a dialog box for selecting the number of visits according to the present embodiment.

FIG. 12 is a diagram showing an example of a map image displaying the number of visits for each person in charge according to the present embodiment.

FIG. 13 is an example of a graph showing customer evaluation according to the present embodiment.

FIG. 14 is an example of a graph showing visit evaluation according to the present embodiment.

FIG. 15 is an example of a graph showing a transaction stage according to the present embodiment.

[Explanation of symbols]

10 Business management system 12 CPU 14 RAM 16 ROM 18 CD-ROM driver 20 hard disk drive 22 Input device 24 display 26 Printer 28 Map image data generator 30 Graph generator 32 Customer Information Registration Department 34 Person in charge information registration department 36 Person Analysis Department 38 Customer Analysis Department 40 Graph selection section 42 Form Generator 44 map database 46 Customer Information Database 48 History information database

Claims (13)

[Claims] 1. A business management method for analyzing the customer information based on the customer information registered using the map image displayed on the screen of the display apparatus, the method being displayed on the screen of the display apparatus. Generating a map image to be displayed and displaying it on the screen, and inputting customer information with respect to a predetermined position on the map image, information specifying the customer, information specifying the person in charge, and the predetermined value. Storing the customer information in association with the position of the customer information database, regenerating a map image including a symbol of the position associated with the registered customer information, and the map image In response to the designation of a predetermined symbol inside, the sales information that is input is associated with the information that identifies the customer and the information that identifies the person in charge, and the history information database A step of accumulating, and a step of referring to the customer information and the sales information and executing an analysis regarding the customer and / or the person in charge based on the information for specifying the customer and / or the information for specifying the person in charge. Sales management method characterized by having. 2. The step of performing an analysis regarding the customer and / or the person in charge refers to the customer information database to specify customer information in charge of a predetermined person in charge, and the specified customer information. The step of regenerating a map image including the symbol of the customer in charge by the person in charge. 3. The map image further comprises a step of representing a range of customers handled by the person in charge by a circular figure including all symbols and having a minimum radius. The business management method according to claim 2. 4. The step of performing an analysis regarding the customer and / or a person in charge, calculating the number of visits to each customer by a predetermined person in a certain period with reference to the history information database, 4. The method according to claim 1, further comprising the step of regenerating a map image including a symbol according to the number of visits to the customer at a predetermined position associated with the customer. Business management method. 5. The business according to claim 4, wherein the step of regenerating the map image including the symbol indicating the number of visits includes the step of generating symbols having different display modes according to the number of visits. Management method. 6. The customer information includes an index indicating a scale of the customer and an index indicating a degree of transaction with the customer, and the step of executing an analysis regarding the customer and / or a person in charge, It is characterized by having a step of referring to an information database and executing a customer evaluation using an index indicating a size of the customer and an index indicating a degree of transaction with the customer in the customer information of the predetermined customer. The business management method according to claim 1. 7. The step of executing the customer evaluation includes a step of generating a graph in which an index indicating the scale of the customer is one axis and an index indicating a degree of transaction with the customer is another axis. The business management method according to claim 6, wherein: 8. The customer information includes an index indicating a degree of transaction with the customer, and the step of performing an analysis regarding the customer and / or a person in charge includes the customer information database and the history information database. The method further comprises a step of executing visit evaluation of a person in charge by utilizing, with reference to the number of visits of the person in charge by the person in charge, and the degree of transaction with the customer.
7. The business management method according to any one of 7 to 7. 9. The step of performing the visit evaluation includes the step of generating a graph with the number of visits as one axis and the degree of transaction with a customer as the other axis. Business management method described in. 10. The sales information includes information indicating a product to be sold to a customer and an index indicating a transaction stage thereof, and a step of executing an analysis regarding the customer and / or a person in charge, the customer information database and the A history information database, and a step of executing a transaction stage evaluation using the date and time of the visit of the person in charge to the customer and the product to be sold by the person in charge by the person in charge and the transaction stage thereof. The business management method according to any one of claims 1 to 9. 11. The step of executing the transaction stage evaluation includes the step of generating a graph in which a date and time or a period is used as one axis and an index indicating a transaction stage of a commodity is used as the other axis. The business management method described in 10. 12. The method according to claim 1, further comprising the step of referring to the history information database and generating a form including a sales person's sales activity for a predetermined period based on sales person's sales information. 12. The business management method according to any one of 1 to 11. 13. A graph for analyzing the customer information based on the customer information registered using the map image displayed on the screen of the display device and the sales information of the person in charge of the customer. A method of drawing a map image to be displayed on a screen of a display device based on map data including coordinates, vectors and / or polygons, and displaying the map image on the screen. Regarding the predetermined position on the image, the inputted customer information is stored in the customer information database in association with the information for specifying the customer, the information for specifying the person in charge, and the predetermined position to store the customer information. The history information database is created by associating the step of registering and the sales information entered for a given position with the information that identifies the customer and the information that identifies the person in charge. A step of storing the coordinates, vectors and / or polygons necessary for generating a graph with reference to the customer information and the sales information, and the set coordinates, vectors and / or Alternatively, a graph drawing method comprising: generating a graph image based on polygons, and displaying the graph image on a screen of a display device, similar to the generation of the map image.