JP7401044B1 - How to handle user inquiries for your company - Google Patents

Abstract

The present invention provides a method for smoothly transitioning to business negotiations in response to inquiries from users.
A method for processing a user's inquiry about a company in an inquiry response system in which a server terminal, a plurality of user terminals, and a plurality of company terminals are connected to each other via a network, the control unit of the server terminal comprising: Accepting an inquiry input from a user terminal of an inquiry person, assigning a sales person of the company based on information included in the inquiry input, and coordinating a meeting between the assigned sales person and the inquiry person. .
[Selection diagram] Figure 7

Description

The present invention relates to a method for processing user inquiries for businesses.

Nowadays, users (including companies) who are interested in the products and services provided by a company can contact the company by entering their inquiry details through an inquiry form installed on the company's web page. approach.

In order to efficiently respond to such inquiries, for example, Patent Document 1 discloses an inquiry support method that automatically generates an answer based on the inquiry.

JP2021-22211

However, although the technology disclosed in Patent Document 1 discloses a method for increasing the efficiency of responses to inquiries, usually after a user makes an inquiry, a so-called Thanks page with no particular information is displayed, or materials are not sent. Even when inquiries are made, the problem is that the desired information about the product or service is not listed, or when a call comes in, the person on the other end is not sure who is on the other end, making it difficult to smoothly move on to business negotiations after making an inquiry.

Therefore, an object of the present invention is to provide a method that allows smooth transition to business negotiations in response to inquiries from users.

A method of processing a user's inquiry about a company according to one aspect of the present invention, wherein a control unit of a server terminal receives an inquiry input from a user terminal of an inquiry person, and based on information included in the inquiry input, , assigning a sales representative of the company, and coordinating a meeting between the assigned sales representative and the inquiry representative.

According to the present invention, it is possible to provide a method that allows smooth transition to business negotiations in response to inquiries from users.

1 is a block configuration diagram showing an inquiry response system according to a first embodiment of the present invention. 2 is a functional block configuration diagram showing the server terminal 100 of FIG. 1. FIG. 2 is a functional block configuration diagram showing the user terminal 200 of FIG. 1. FIG. 3 is a diagram showing an example of user data stored in the server 100. FIG. 3 is a diagram showing an example of company data stored in the server 100. FIG. 3 is a diagram showing an example of meeting data stored in the server 100. FIG. 2 is a flowchart illustrating an example of a method for processing a user's inquiry about a company according to the first embodiment of the present invention. FIG. 3 is a diagram illustrating a more specific example of a method for processing a user's inquiry about a company according to the first embodiment of the present invention. An example of a screen displayed on a user terminal after an inquiry is shown according to the first embodiment of the present invention. It is a flow chart which shows an example of the method of generating an inquiry form concerning a second embodiment of the present invention.

Embodiments of the present invention will be described below with reference to the drawings. Note that the embodiments described below do not unduly limit the content of the present invention described in the claims. Furthermore, not all of the components shown in the embodiments are essential components of the present invention.

<Configuration>
FIG. 1 is a block diagram showing a system for executing a method for processing a user's inquiry about a company according to a first embodiment of the present invention. For example, this system 1 responds to inquiries input by inquiry users (including companies to which a predetermined number of employees belong) via an inquiry form included in a web page provided by a company conducting sales activities. A server terminal 100 that accepts the information included in the inquiry, assigns a sales representative of the company based on the information included in the inquiry, and coordinates a meeting for business negotiations between the inquiry user and the sales representative, managed by the inquiry user. and corporate terminals 300A, 300B that are managed by a company that provides the user terminals 200A, 200B with a web page including an inquiry form and conducts the above-mentioned sales activities. In addition, although not shown, the system 1 may include one or more company terminals that manage information referred to when allocating sales representatives and adjusting meetings, which are executed by the server terminal 100. The server terminal 100 can also cooperate with applications provided by these corporate terminals (for example, a calendar application, a customer management application, etc.) via an API. Here, the server terminal 100 provides the company terminal 300 with tag information (for example, a JavaScript tag) to be embedded in a web page provided by the company terminal 300, and the company terminal 300 adds the JavaScript tag to the web page. It is embedded in the inquiry form and the inquiry form entry completion page (so-called "Thanks page"), and upon completion of the inquiry form, predetermined information among the information input in the inquiry form by the inquiry user is transmitted to the server terminal 100, Based on the received information, the server terminal 100 can determine a candidate time for a meeting for a business negotiation, and can transmit the candidate date and time to the company terminal 300. Note that, for convenience of explanation, each terminal is described as a single terminal or a specific number of terminals, but the number is not limited.

Server terminal 100, user terminals 200A, 200B, and company terminals 300A, 300B are each connected via network NW1. The network NW includes the Internet, an intranet, a wireless LAN (Local Area Network), a WAN (Wide Area Network), and the like.

The server terminal 100 and the company terminals 300A and 300B may be, for example, general-purpose computers such as workstations or personal computers, or may be logically realized by cloud computing.

The user terminals 200A and 200B are, for example, information processing devices such as personal computers and tablet terminals, but may also be configured by smartphones, mobile phones, PDAs, and the like.

In this embodiment, the system 1 includes a server terminal 100, user terminals 200A and 200B, and company terminals 300A and 300B, and has a configuration in which users of each terminal use their respective terminals to operate the server terminal 100. As will be explained, the server terminal 100 may be configured as a stand-alone device, and the server terminal itself may be provided with a function that each user can directly operate. Hereinafter, the user terminals 200A and 200B will be collectively referred to as the user terminal 200, and the corporate terminals 300A and 300B will be collectively referred to as the corporate terminal 300, as necessary.

FIG. 2 is a functional block configuration diagram of the server terminal 100 in FIG. 1. The server terminal 100 includes a communication section 110, a storage section 120, and a control section 130.

The communication unit 110 is a communication interface for communicating with the user terminal 200 and the company terminal 300 via the network NW1, and communication is performed according to a communication protocol such as TCP/IP (Transmission Control Protocol/Internet Protocol).

The storage unit 120 stores programs, input data, etc. for executing various control processes and functions within the control unit 130, and is composed of RAM (Random Access Memory), ROM (Read Only Memory), etc. Ru. The storage unit 120 also includes a user data storage unit 121 that stores various data related to the inquiring user, a company data storage unit 122 that stores various data related to companies conducting business activities, and a user data storage unit 122 that stores various data related to the inquiring user. It has a meeting data storage section 123 that stores various information necessary for a meeting for a business negotiation with the client. Note that a database (not shown) storing various data may be constructed outside the storage unit 120 or the server terminal 100.

The control unit 130 controls the overall operation of the server terminal 100 by executing a program stored in the storage unit 120, and is composed of a CPU (Central Processing Unit), a GPU (Graphics Processing Unit), etc. be done. The functions of the control unit 130 include an information reception unit 131 that receives information from each terminal, a user information processing unit 132 that refers to and processes various data related to inquiring users, and various information related to companies conducting business activities. It includes a company information processing section 133 that refers to and processes data, and a meeting processing section 134 that refers to and processes various data related to a meeting for business negotiations between the company and the inquiring user. The information reception section 131, user information processing section 132, company information processing section 133, and meeting processing section 134 are started by a program stored in the storage section 120 and executed by the server terminal 100, which is a computer (electronic computer). be done.

The information reception unit 131 receives information from the user terminal 200 and/or the company terminal 300 via the communication unit 110. For example, the user terminal 200 receives information regarding an inquiry to a company, which is input by an inquiry user via an inquiry form or the like.

The user information processing unit 132 refers to various user-related data (for example, user data 1000 described below) received from the user terminal 200, and performs predetermined processing.

The company information processing unit 133 refers to various data related to the company (for example, company data 2000 described later) received from the company terminal 300, and performs predetermined processing.

The meeting processing unit 134 performs processing such as adjusting a meeting based on information regarding an inquiry and information regarding a company received from a user.

The control unit 130 may also include a screen generation unit (not shown), which generates screen information to be displayed via the user interface of the user terminal 200 in response to a request. For example, a user interface is generated by arranging various images and texts in predetermined areas of the user interface based on predetermined layout rules using image and text data (not shown) stored in the storage unit 120 as materials. do. Processing related to the image generation unit can also be executed by a GPU (Graphics Processing Unit).

FIG. 3 is a functional block configuration diagram showing the user terminal 200 of FIG. 1. The user terminal 200 includes a communication section 210, a display operation section 220, a storage section 230, and a control section 240.

The communication unit 210 is a communication interface for communicating with the server terminal 100 via the network NW, and communication is performed according to a communication protocol such as TCP/IP.

The display operation unit 220 is a user interface used by the provider to input instructions and display text, images, etc. in accordance with input data from the control unit 240. If the user terminal 200 is a smart phone or a tablet terminal, it is composed of a display, a keyboard, and a mouse, and if the user terminal 200 is a smartphone or a tablet terminal, it is composed of a touch panel or the like. This display operation section 220 is activated by a control program stored in the storage section 230 and executed by the user terminal 200 which is a computer (electronic computer).

The storage unit 230 stores programs, input data, etc. for executing various control processes and functions within the control unit 240, and is composed of a RAM, a ROM, and the like. Furthermore, the storage unit 230 temporarily stores the contents of communication with the server terminal 100.

The control unit 240 controls the overall operation of the user terminal 200 by executing a program stored in the storage unit 230, and is composed of a CPU, a GPU, and the like.

FIG. 4 is a diagram showing an example of user data stored in the server 100.

User data 1000 shown in FIG. 4 stores various data related to the inquiring user. In FIG. 4, for convenience of explanation, an example of one user (a user identified by user ID "10001") is shown, but information on a plurality of users can be stored. Various user-related data includes, for example, basic information about the user (e.g., corporate name (name), industry, number of employees, location (address), name of person in charge, department name, position, contact information (email address, telephone number) )), inquiry information (for example, information regarding the content of the inquiry (e.g., inquiry regarding the contents of the product/service, inquiry regarding the fee, etc.)), information regarding the intention to use the product/service, etc.), but is not limited to this. .

FIG. 5 is a diagram showing an example of company data stored in the server 100.

The company data 2000 stores various data related to companies conducting business activities. In FIG. 5, for convenience of explanation, an example of one company (point identified by company ID "20001") is shown, but information related to multiple companies can be stored. Various data related to a company include, for example, basic information about the company (e.g., corporate name (name), industry, number of employees, location (address)), salesperson information (e.g., name of person in charge, department name, position, Contact information (email address, phone number, video conference URL, message app ID, name of business partner, etc.), schedule information (calendar information, meeting conditions (length of meeting, buffer time before and after, meeting method, etc.), shift time ( (information to define times when interviews are unavailable, such as nighttime, lunch breaks, holidays, etc.), customer information (e.g., corporate name (name) of client company, industry, number of employees, residence (address), name of person in charge, department) Name, title, contact information (email address, phone number), past inquiries/responses, etc.), business card information (company name, name, department name, job title, company address, contact information (email address, phone number, etc.) ), additional information (product or service name that the business partner is interested in, business meeting name (exhibition name)), and inquiry form information, but are not limited thereto.

FIG. 6 is a diagram showing an example of meeting data stored in the server 100.

The meeting data 3000 includes various data related to a meeting for a business negotiation between a company conducting sales activities and an inquiring user, such as schedule information (e.g., date, time, location, etc. of a meeting between a company and an inquiring user). , information regarding the content of the meeting (for example, the agenda of the meeting between the company and the inquiring user, minutes of the meeting, etc.), attendee information (for example, information regarding the attendees of the meeting, etc.), but is not limited thereto.

<Processing flow>
With reference to FIG. 7, a process flow of a method for processing a user's inquiry, which is executed by the system 1 of this embodiment, will be described. FIG. 7 is a flowchart illustrating an example of a method for processing a user's inquiry about a company according to the first embodiment of the present invention.

First, as the first step of step S101, a user in charge of a company conducting sales activities uses the web browser or application of the company terminal 300 to provide basic information about the company (for example, corporate name (name), industry type, employees). number of employees, whereabouts (address)), sales representative information (e.g., name of the person in charge, department name, position, contact information (email address, phone number, video conference URL, message app ID, etc.), schedule information (meeting conditions (meeting length, buffer time before and after, meeting method, etc.), shift times (information to define times when interviews are unavailable, such as nighttime, lunch breaks, holidays, etc.), customer information (for example, corporate name of client company (full name) ), industry, number of employees, location (address), name of person in charge, department name, position, contact information (email address, telephone number), past inquiries/responses, etc.), etc. Control unit of server terminal 100 The information receiving unit 131 of the control unit 130 receives, via the communication unit 110, information regarding the above-mentioned company input by a user in charge of a company conducting sales activities. Information regarding the company is stored as company data 2000 in the company data storage section 122 of the storage section 120. Here, all or part of the information included in the above company information (for example, salesperson information (schedule information, etc.) , customer information, etc.) can also be acquired via applications (for example, calendar applications, customer management applications, etc.) provided by other service providers (through API cooperation, etc.).

In addition, the inquiry user accesses the company terminal 300 using a web browser or application on each user terminal, and uses a website for inputting inquiries, such as an inquiry form included in the web page of the company conducting sales activities. Display the page and enter the details of your inquiry. Here, the inquiry content includes basic information about the inquiring user (e.g., corporate name (name), industry, number of employees, location (address), name of person in charge, department name, position, contact information (email address, phone number)) ), inquiry information (e.g., information regarding the content of the inquiry (e.g., inquiry regarding the content of the product/service, inquiry regarding fees), information regarding the intention to use the product/service (I want to consider the product/service immediately, I want the materials first) etc.), but is not limited to this. When the inquiry user completes inputting the details of the inquiry and presses the send button, information regarding the inquiry is sent to the company terminal 300. In this example, the server terminal 100 provides the company terminal 300 with tag information (for example, a JavaScript tag) to be embedded in a web page provided by the company terminal 300, and the company terminal 300 inserts the JavaScript tag into the web page. embedded in the inquiry form and the inquiry form entry completion page (so-called "Thanks page"), and upon completion of the inquiry form, predetermined information among the information input in the inquiry form by the inquiry user is sent to the server terminal 100. be done.

Subsequently, as processing in step S101, the information reception unit 131 of the control unit 130 of the server terminal 100 receives, via the communication unit 110, predetermined information among the information related to the inquiry input by the inquiry user. The user information processing unit 132 of the control unit 130 stores information regarding the received inquiry as user data 1000 in the user data storage unit 121 of the storage unit 120.

Subsequently, as processing in step S102, the meeting processing unit 133 of the control unit 130 of the server terminal 100 sends a sales representative to the inquiring user in order to conduct a business meeting between the inquiring user and the company to which the inquiry is made. Execute the processing to allocate.

Here, a specific example of the process of allocating sales personnel of a company that conducts sales activities will be explained. FIG. 8 is a diagram illustrating a more specific example of a method for processing a user's inquiry about a company according to the first embodiment of the present invention.

First, as the process of step S201 in FIG. 8, the meeting processing unit 133 of the control unit 130 of the server terminal 100 refers to the user data 1000 and the company data 2000, and determines the inquiry included in the information related to the inquiry input by the inquiry user. Check whether the email address of the user (person in charge) matches the email address of the customer (person in charge) stored as customer information. If the confirmation results match (YES), it is determined to assign the sales representative of the customer (person in charge) (step S202); if they do not match (NO), the process proceeds to step S203. Note that if the confirmation results match and the sales person has already negotiated with the inquiring user, it may be determined not to set up a meeting.

Subsequently, as processing in step S202, the meeting processing unit 133 of the control unit 130 of the server terminal 100 refers to the user data 1000 and the company data 2000, and determines the inquiry user ( Check whether the e-mail address of the person in charge matches the e-mail domain of the customer (company) stored as customer information. If the confirmation results match (YES), it is determined to assign the sales person of the customer (company) (step S204); if they do not match (NO), the process advances to step S205. Note that if the confirmation results match and the sales person has already negotiated with the inquiring user, it may be determined not to set up a meeting.

Subsequently, as processing in step S205, the meeting processing unit 133 of the control unit 130 of the server terminal 100 refers to the user data 1000 and the company data 2000, and determines the inquiry user ( It is confirmed whether the number of employees of the company (company) is less than a predetermined number (for example, less than 50) or whether the inquiring user (person in charge) has a position. If the confirmation result is that the number of salespeople is less than the predetermined number or there is no position (YES), it is decided not to assign a sales person (step S206), and if the number of salespeople is more than the predetermined number or there is a position (NO), step S207 Proceed to. Here, the number of employees can be appropriately set in consideration of the expertise of the company conducting sales activities, support resources, etc.

Subsequently, as processing in step S207, the meeting processing unit 133 of the control unit 130 of the server terminal 100 refers to the user data 1000 and the company data 2000, and the inquiry user ( Check whether the number of employees of the company is less than a predetermined number (for example, less than 1000). If the confirmation result is that the number of people is less than the predetermined number (YES), it is decided to assign a sales person in charge of small and medium-sized enterprises (step S208), and if the number of people is more than the predetermined number (NO), a sales person in charge of large companies is assigned. (Step S209).

This example is an example of salesperson assignment processing, but the inquiry information also includes information such as industry, position, address (residence), inquiry content (for example, information regarding the intention to use the product/service (immediately It is also possible to decide whether a meeting is necessary or not, or who should be in charge of sales, based on any of the following (I want to consider products/services, I want materials first), etc., or a combination of these. Further, in the above example, the sales person may include an organization (group) in charge of sales in addition to an individual person in charge. In this case, the candidate dates and times that are displayed are times when at least one person in charge belonging to the group is available, and the range of candidates can be further expanded. Furthermore, for example, if there are multiple persons in charge who are available for a meeting at the date and time selected by the inquiring user, the meeting can be assigned to the person to whom the number of meetings assigned so far is small. It is also possible to assign weights within the group (such as assigning 50% more meetings to experienced staff than other staff), and assign meetings in descending order of weight.

Returning to FIG. 7, when the salesperson assignment process is performed, as a process in step S103, the meeting processing unit 133 of the control unit 130 of the server terminal 100 arranges for a meeting for a business negotiation between the inquiring user and the company to which the inquiry is made. In order to do so, adjustments to schedules, etc. will be made. When the inquiry user completes the input to the inquiry form and sends it to the company terminal 300, the meeting processing unit 133 causes the company terminal 300 to notify the user terminal 200 that the input has been completed. Submit information. When the information indicating that the input is completed is transmitted, as shown in FIG. 9A, an inquiry form input completion screen (so-called "Thanks page") is displayed on the user terminal 200 of the inquiry user. In response to the input of the inquiry form by the inquiry user, the server terminal 100 processes the assignment of sales representatives, extracts meeting participants and candidate dates, and provides information for adjusting the schedule of the meeting with the inquiry user. Send. As shown in FIG. 9(b), a display for meeting adjustment is displayed as an overlay on the Thanks page. Thereby, the company can immediately set up a meeting for business negotiations with the inquiring user who has completed the inquiry.

Here, the meeting processing unit 133 refers to the salesperson information in the company data 2000, checks the schedule data of the salesperson assigned in the previous step, and generates information regarding candidate meeting dates and times for the inquiring user. , is transmitted to the user terminal 200. Here, the meeting processing unit 133 selects the sales person information, particularly the name of the person in charge, department name, position, contact information (email address, phone number, video conference URL, message app ID, etc.), schedule information (meeting information, etc.). Extract candidate dates and times by referring to conditions (length of meeting, buffer time before and after, meeting method, etc.), shift time (information to define times when interviews are not available, such as nighttime, lunch breaks, holidays, etc.), etc. Inquiry The user selects a candidate date and time, and the meeting processing unit 133 determines the meeting schedule and provides information on attendees (inquiry user (person in charge) and sales person), meeting contents (for example, meeting agenda, etc.) The meeting data 3000 is stored in the meeting data storage section 123 of the storage section 120.

As described above, a company can immediately set up a meeting after assigning an appropriate sales person to an inquiry by an inquiry user, thereby increasing the possibility of concluding a business deal.

FIG. 10 is a flowchart showing an example of a method for generating an inquiry form according to the second embodiment of the present invention.

In this embodiment, at a business meeting such as an exhibition, a sales representative of a company exchanging business cards directly approaches a representative of a potential client company with whom business cards are being exchanged at the exhibition. The present invention relates to an inquiry form generation method that presents an inquiry form customized based on business card information to the person in charge of a customer company to support smooth business negotiations.

As pre-processing in step S301, a company's sales person logs into an application that supports generation of an inquiry form on a company terminal via information (ID, etc.) that identifies the sales person. When a predetermined screen for generating an inquiry form is displayed on the company's terminal, the company's sales representative transfers the business card they have acquired through exchanging business cards at an exhibition, etc. to the company's terminal. Photograph (scan) the image using the camera (or the camera or scanner of another device). Note that it is also possible to continue the process without logging in without inputting the identification number or the like of a specific person in charge.

When a business card is photographed, the information receiving unit 131 of the control unit 130 of the server terminal 100 receives business card information via the communication unit 110 as processing in step S301. Here, the business card information includes image information regarding the business card or character information included in the business card generated in advance by image recognition technology such as OCR processing on a company terminal or the like. When image information is received, the control unit 130 of the server terminal 100 executes OCR processing based on the image information, and uses image recognition technology to generate character information included in the business card. Examples of business card information (character information included in a business card) include company name, name, department name, job title, company address, and contact information (email address, telephone number, etc.). The company information processing unit 133 of the control unit 130 stores the business card information in the company data storage unit 122 of the storage unit 120 as customer information included in the company data 2000. The company information processing unit 133 of the control unit 130 inputs predetermined items (for example, company name, name, department name, job title, company address, contact information (email address, telephone number, etc.) of the inquiry form based on the business card information). Enter the corresponding information and display it on the company terminal.Here, the inquiry form contains basic information about the inquiring user (for example, corporate name (name), industry type, number of employees, residence (address), name of person in charge). , department name, position, contact information (email address, phone number)), field to enter inquiry information (e.g., information regarding inquiry content (e.g., inquiry regarding product/service content, inquiry regarding charges), This includes, but is not limited to, items for inputting information regarding the intention to use the product/service (such as wanting to immediately consider the product/service, wanting materials first, etc.).

Next, as processing in step S302, the information acquisition unit 131 receives additional information from the company terminal 300 of the company's sales person. Here, the additional information includes information necessary for business negotiations, such as the industry of the company with which the business is being negotiated, and the names of products or services that the person in charge of the business partner is interested in (or will be interested in). A company's sales person refers to the inquiry form displayed on the company terminal 300 through interactions with a business partner at an exhibition or other venue, and obtains necessary information such as the business type of the business with the business partner and the name of the product or service mentioned above. The inquiry form can be customized by inputting it in a predetermined manner. The company information processing unit 133 stores the received additional information in the company data storage unit 122 of the storage unit 120 as additional information included in the company data 2000.

Next, as processing in step S303, the company information processing unit 133 updates the inquiry form based on the additional information received from the company terminal 300 of the company's sales person. The company information processing unit 133 executes a process of inputting additional information, such as a product or service name, input by a sales person of the company, so as to be included in the inquiry form, and generates a customized inquiry form. The company information processing unit 133 stores the information included in the updated inquiry form in the company data storage unit 122 of the storage unit 120 as inquiry form information included in the company data 2000. Here, in the above steps S302 and S303, the company's sales representative presents the inquiry form displayed on the company terminal 300 to the person in charge of the company with whom the business is negotiating, and if necessary, The user can be prompted to add or modify items related to business card information and/or additional information included in the inquiry form.

When the contents of the inquiry form are finalized, the company's sales person requests confirmation (or transmission) of the inquiry form via the company terminal, and the company information processing unit 133 performs the inquiry form confirmation process. The information included in the confirmed inquiry form is stored in the company data storage section 122 of the storage section 120 as inquiry form information included in the company data 2000. Note that the company data storage unit 122 can also store information on the person in charge, such as the name of the sales person who made the input, along with the inquiry form information. This makes it possible to manage information regarding customer companies with which business cards have been exchanged for each salesperson, and to visualize the performance of each salesperson as needed.

When the inquiry form is finalized, the company information processing unit 133 actually displays a screen for adjusting schedules for business negotiations with the person in charge of the client company (for example, displaying candidate dates for business negotiations in a selectable manner). The process for adjusting the schedule for business negotiations can be executed by displaying the information on the terminal and following the procedure explained in FIG. After the schedule adjustment is completed, the company's sales person can select or input a memo indicating that the negotiation schedule has been adjusted, follow-up is required, or no negotiation is necessary, as the person in charge's memo. The company information processing unit 133 stores information regarding the person in charge memo in the company data storage unit 122 of the storage unit 120 together with the inquiry form information included in the company data 2000.

In addition, as a modification of this embodiment, at a business meeting such as an exhibition, a sales representative of a company exchanging business cards may later approach a representative of a potential client company with whom business cards are being exchanged. When doing so, it is also possible to send an inquiry form customized based on the business card information to the person in charge at the client company by e-mail or other method. Here, by sending the URL for accessing the inquiry form to the terminal of the person in charge of the customer company with whom you are negotiating, the person in charge of the customer company can enter the necessary information through the inquiry form and make an inquiry. . When sending an email, an email containing a pre-stored message template and access information for accessing the inquiry form is automatically generated based on the email address of the business partner identified from the business card information, allowing the company's sales staff to It is also possible to send an e-mail to a business partner upon request.

As described above, a company's sales person can immediately present a customized inquiry form to a business partner with whom he or she has exchanged business cards at a business meeting such as an exhibition, and proceed with the business negotiation smoothly. Furthermore, the sales representative of the business partner who receives the inquiry form after the business meeting can make an inquiry without having to feel the effort of filling out the inquiry form, since the necessary information has been entered in advance.

Although the embodiments according to the invention have been described above, they can be implemented in various other forms, and can be implemented with various omissions, substitutions, and changes. These embodiments and modifications, as well as omissions, substitutions, and changes, are included within the technical scope of the claims and their equivalents.

1 system 100 server terminal, 110 communication section, 120 storage section, 130 control section, 200 user terminal, 300 company terminal, NW1 network

Claims (7)

1. A method for processing an inquiry by an inquiry person to a company, the method comprising:
The control section of the server terminal is
Accepting the business card information of the person in charge of the inquiry from the company terminal of the person in charge of the company,
Generate an inquiry form based on business card information,
Send the inquiry form to the company terminal,
generating the inquiry form including additional information by receiving additional information necessary for business negotiations between the inquiry person and the company from the company terminal in response to the inquiry form;
receiving a request for confirmation of the inquiry form from the company terminal;
A method for transmitting to the company terminal a schedule adjustment screen that selectably displays candidate dates for the business meeting between the company's sales person and the inquiry person . The method according to claim 1,
The control unit includes:
A method for determining whether to assign a sales representative of the company based on whether an email address of the person in charge of inquiries included in the business card information matches an email address included in customer information of the company. . The method according to claim 1,
The control unit includes:
If the e-mail address of the person in charge of inquiries included in the business card information matches the e-mail address included in customer information of the company, the sales person of the person in charge of inquiries is assigned as a sales person. The method according to claim 1,
The control unit includes:
Whether to assign a sales representative of the listed company based on whether the email domain included in the email address of the contact person included in the business card information matches the email domain included in the company's customer information. How to determine. The method according to claim 1,
The control unit includes:
If the email domain included in the email address of the person in charge of inquiries included in the business card information matches the email domain included in the customer information of the company, the sales person of the company regarding the email domain will be designated as the sales person. Assign, method. The method according to claim 1,
The control unit includes:
Based on the number of employees, industry, address of the company to which the person in charge of inquiries belongs, the job title of the person in charge of inquiries, or the user's intention to use the business card information, or a combination thereof, the person in charge of sales of the company is identified. How to decide whether to assign a person. The method according to claim 1,
The control unit includes:
Based on the number of employees, industry, address of the company to which the person in charge of inquiries belongs, the job title of the person in charge of inquiries, or the user's intention to use the business card information, or a combination thereof, the person in charge of sales of the company is identified. How to assign people.