KR100459305B1 - The management method of customer for salesmen and small and midium enterprises that have customers - Google Patents

Abstract

The present invention relates to a 1: 1 customized customer management tool, an agency service, and a method of providing the same for a salesman and a small business having their own customers, and submits and inputs information of the user and the customer from the user of the service. Receiving step, using the information of the user to create and provide and manage the personal homepage and sales promotion tools for user promotion, 1: 1 custom customer care agency service and user-specified custom delivery service application, period unit cost And calculating, providing, and paying the service, and storing the service information and providing the service to the user along with a monthly schedule of customer surveillance. The 1: 1 personalized customer management agent service uses a personalized database and 1: 1 personalized editing framework on the user's designated date such as the selection of the theme information according to the characteristics of each customer and the regular dispatch, customer survey, and anniversary. Send personalized greetings, congratulatory letters, and cards to 1 (customer-to-user).

The Sales Promotion Tool allows users to simultaneously edit documents and messages created by users, and to send them in batches and sequentially at the same time in a specified way (e-mail, webfax, SMS, e-mail, etc.) to the designated customer group. It is a shipping tool provided on the homepage.

The invention supports salesman and SME customer management tasks, focusing on customers' congratulations, anniversaries, etc., so that customer impression service can be planned, analyzed, and executed from customer congratulation schedule, and customized 1: 1 for customers only. Edited and prepared congratulatory message, letter and theme information to effectively increase customer share.

Description

The management method of customer for salesmen and small and midium enterprises that have customers

The present invention relates to 1: 1 personalized customer care agency services and promotional tools for salesmen and small businesses with their own customers and methods of providing the same. More specifically, the theme information produced by the information production center is classified and edited according to the customer characteristics identified by the user, and is periodically sent to the corresponding customer in the user's name (weekly and monthly), and the customer DB and One-to-one custom editing framework It is intended to automatically deliver personalized greetings, letters, cards, and thank-you notes in a 1: 1 way between customers and users.

In addition, the customer DB can be used to monitor the customer's own family, family, friends, etc. and schedule various anniversary days (monthly and weekly) to the user, and to provide the customer congratulatory gift reservation estimate system according to the customer's schedule. It effectively supports the establishment, review, and execution.In addition, user-created documents and messages can be edited 1: 1 by customer and assigned to the designated customer group (SMS, e-mail, web fax, e-mail, etc.). The present invention relates to a method for providing a sales promotion tool that can be sequentially shipped on a user's homepage.

Salesmen and SMEs tend to be more vulnerable to customer management, know-how, and technology than large companies, and lack of capital power to maintain systematic customer management, such as staying in sales promotions to achieve short-term sales targets rather than long-term market strategies.

Traditionally, salesmen and small and medium-sized businesses use customer cards to send greeting cards and gifts on their birthdays or anniversaries, or to provide direct mail and promotions. In addition, this method is not systematic and requires a lot of work, and in many cases, the plan itself is interrupted without effect because it is the position of the service provider rather than the customer position.

In other words, salesmen and small and medium-sized businesses provide friendly attention and service to their customers to secure friendly relations with them, as well as access to their personal spaces (family, health, birthdays, hobbies, etc.). In consideration of intimate relationships approaching emotions, we are trying to increase the profitability of our business by increasing sales per customer by converting simple low-efficiency customers into high-efficiency loyal customers, but lack of time, capital, manpower and know-how and short-term The salesman and small and medium-sized business owners are failing the most important customer impressions and have difficulty in sales because they are not able to continuously and systematically manage existing customers due to the sales performance and neglect and ignore the customer's preferential psychology. Customer satisfaction by satisfying professionally and systematically And to the urgent need to support the system.

Accordingly, an object of the present invention is to provide a 1: 1 personalized customer care agent service, a promotional tool, and a system for a salesman and a small business owner having their own customers.

The technical problem to be achieved by the present invention is first, by using the customer data and user information that each user grasping and providing the customer monitoring schedule and user-specific service provision schedule for each user, each user of the systematic customer management plan To provide users with a system to facilitate establishment, review, implementation and modification.

Second, by categorizing and editing the theme information produced by the information production center according to the characteristics of the customer, it is sent to the corresponding customers regularly (weekly and monthly) under the user's name, and 1: 1 customized editing framework with the customer DB in accordance with the customer's congratulation and various anniversary. This is to automatically deliver customized personalized greetings, letters, cards, and thank you cards in a 1: 1 way. At this time, the delivery method is a mobile phone text message (SMS), E-MAIL, web fax, post office e-mail and congratulation telegrams are collectively sent.

Third, the customer database is used to monitor the customer's own family, family, friends, etc., and schedule various anniversary days (monthly and weekly) to the user, and to provide the customer congratulatory gift reservation estimate system according to the customer's schedule. To provide users with a system to facilitate establishment, review, implementation and modification. At this time, the customer-specific management service of the second term and the personalized delivery service of the third term are integrated and operated as a customer satisfaction management tool based on the schedule of customer observation. The related system is provided as a system tool on the homepage of each user.

Fourth, users can edit their own messages and documents for customer management and promotion activities 1: 1 by customer and assign them to the designated customer group (SMS, e-mail, web fax, e-mail, etc.) simultaneously. A sales promotion tool that can be sent sequentially is provided as a system tool on the user's homepage.

Fifth, the overall system for customer management is provided as a system tool called MY CRM on the user homepage. Each user accesses his own MY CRM customer management tool through his homepage. After inputting the service of the system is provided.

Figure 1a is a diagram showing an embodiment in which the customer management agency system of the present invention is used.

1B is a diagram schematically illustrating input and output of user and customer information.

Figure 1c is a flow chart of providing customized service for each user and customer.

1d is a user-specified date reservation delivery service flowchart.

Figure 2 is a car insurance TM center and coin accumulation flowchart.

Figure 3 is a schematic diagram of a customer management agency system of the present invention.

Figure 4 is an internal block diagram showing the functional modules included in the processing server of the customer management agent system of the present invention.

5 is an internal block diagram including databases included in the database server of the customer care agent system.

6 is created by using a personalized personalized greeting frame, user and customer DB, such as a congratulatory message, congratulatory letter, and a card for the customer congratulations on the customer schedule management server, and sent to the customer in the name of the user according to the congratulation day. Flowchart to process.

7 is a 1: 1 custom edit frame automatic setting module for each customer schedule schedule.

Figure 8a is a 1: 1 custom edit frame basic message (SMS) designation method and new message (SMS) frame registration, message (SMS) editing frame and customer birthday celebration mobile phone text message editing example using the user and customer DATA.

FIG. 8B is a second example of a birthday celebration for a child of a letter (e-mail, web fax) editing frame; FIG.

FIG. 8C illustrates an example of editing a second birthday (e-mail) of a customer's birthday and an e-mail message of a customer's birthday using a user and a customer's data.

FIG. 8D illustrates an example of editing a customer's birthday web fax letter using a second birthday (web fax) and user and customer DATA in a congratulatory letter (e-mail, web fax) editing frame. FIG.

Figure 8e is an embodiment of dispatch schedule management.

9A is a schematic diagram of a customer satisfaction management estimation system.

Figure 9b is an example monthly monthly schedule for customer satisfaction management quotation system.

Figure 9c-1 is an example of customer satisfaction management quotation list.

9c-2 is an example of individual customer impression management list.

9d illustrates an example of a coin status of an individual user.

Figure 9e is an example of custom service modification.

Figure 9f is an example of a reservation delivery request and modification date.

9G illustrates an example of sending a delivery request.

Figure 9h is an example of a weekly custom delivery request order check.

Figure 9i is an example of the balance shortage list and SMS notification.

10A is a flow chart of simultaneous and sequential delivery when a user wants to send a message, a letter, a promotional document, etc. to his customers collectively.

Figure 10b is an embodiment of a sequential delivery method.

Figure 11a illustrates a customer management system tool MY CRM provided on the user home page.

Figure 11b is an example of a site map of the functions available in MY CRM.

Figure 12a is an example of the theme information list produced in the information production center.

12B illustrates an example of theme information list for each subject.

Figure 12c is an example registration of the theme information.

12D is an example of theme information sent to an E-mail to a customer by a user name after 1: 1 editing.

Figure 12e is an embodiment of the theme information schedule management dispatch ..

1A, 1B, 1C, 1D, 2, and 3, the configuration of the present invention is, firstly, by using the customer information card and the user information data that each user grasps and holds a user home page to create a customer The management system tool MY CRM ( as a brand name for the 'management server' developed by the inventor of the present invention, which is used in combination with the management server below) 300 corresponds to the user's homepage (which corresponds to the customer management website). And the user ID and password are provided to the corresponding user. In this case, if the user already has a homepage and operates it, link the MY CRM management tool on the existing homepage, that is, the user ID when accessing the customer management website 301 operated by the management server 100. Provide after providing password. 1: 1 customized customer management method for salesman and small business owners having their own customers according to the present invention, user information, customer information necessary to automatically send a congratulatory message to each customer that the user manages Information transmission means consisting of a short message service (SMS), e-mail, fax, and a congratulatory message to the corresponding customer requested by the user. Among them, a UMS server (information production center) 200 and a user promotion homepage (customer management website) 301 for transmitting to the information transmission means set by the user, and the various information registered by the user to the database server It is stored in, and operates various modules to automatically create a greeting message automatically on the date you specify, and the generated greeting message Access to a management server (customer management agency system) 300 that controls the transmission to the UMS server on a day designated by the user, and a customer management website (user promotion homepage) 301 operated by the management server 300. And a user terminal 400 for requesting registration / viewing / modification of customer-related information and correction of a congratulatory message sent to the customer, and a customer terminal receiving a congratulatory message transmitted from the UMS server. The database server 100 stores user information such as ID / password, name, social security number, mobile phone number, e-mail account, still image image of the user, residence address, affiliation / position, etc. DB 110, the personal information consisting of the gender, age, title, anniversary, date of birth and mobile phone number, email account, fax number, etc. of the user managed by the user is stored, but If there is a friend who requested the family and registration of the customer, the customer information DB (120) that stores the same personal information of the family and friends as the customer's personal information, the user to register / view / modify the customer-related information, The form information DB 130, which stores various web pages necessary for requesting the correction of the congratulatory message, the personal information description part of the sender (user) and the personal information information part including the title of the receiver (customer) are blank. Editing frame information DB 140, which is a document storing the congratulations of the congratulations, is stored according to the type of congratulations such as birthday or anniversary, and the personal information information of the sender, the blank space of the editing frame, and the recipients. This document is completed so that the personal information can be filled in and sent to the recipient. Consisting of the document information is stored according to the DB, the various modules of the management server (customer management system) 300 of the information stored in the customer information DB 120, the date of birth or anniversary of the customer and the family of the customer From the customer racing schedule management module 310, the user by the customer racing schedule management module 310 for notifying the date of creation of a document to create a congratulatory message before the searched customer's racing date by searching the racing date consisting of; The personal information and the personal information of the customer corresponding to the sender and receiver of the hard document, which should be created on the date of the hard document, to be notified, are extracted from the customer information DB 120 and the user information DB 110, respectively, With reference to the personal information of the customer, the editing frame information DB 140 extracts the optimal editing frame containing the congratulations related to the landscape. And, in the blanks of the sender's personal information and the receiver's personal information description portion of the extracted editing frame to generate a complete congratulatory document combining the extracted personal information of the user and the personal information of the user 1: In the 1: 1 customized customer management service method for salesmen and small and medium-sized businesses that have their own customers using a system consisting of a custom editing frame automatic setting module 320, registration / registration of customer personal information managed by the user The user logs in by accessing the customer management website operated by the management server so that a congratulatory message, which is created by dividing the viewing / modification and the various observations, ages, genders, and titles of each customer, is automatically transmitted on the observation day. Step, after performing the login, registering the customer information, and searching for the lighted day of the registered customer information , If it corresponds to the date of creation of a congratulatory document, which is a congratulatory message written before the date of congratulation, referring to the searched congratulation date and time; If applicable, extracting the personal information of the customer corresponding to the sender and receiver of the survey document to be prepared and the user managing the customer, and among the extracted information, the personal information of the customer, the gender of the customer, Extracting an optimal editing frame in which congratulations of the congratulations are described by referring to an age and a title, and generating a completed congratulatory document by combining the extracted personal information of the customer and the user with a blank space of the extracted editing frame; And, to transmit the generated congratulatory document to the corresponding customer terminal through the information transmission means, etc. on the corresponding survey day Characterized by having its own customers, characterized in that it includes a system.

At this time, what is the customer management system tool MY CRM? It provides customer management tools and monthly schedules of customer surveillance so that users can manage their customers systematically and efficiently. Also, various kinds of customers, family, friends, etc. are necessary for emotional marketing to create customer impressions. We provide customized service application, inquiry and correction system for delivery of congratulatory messages, letters, cards and letters of appreciation on the events and anniversary. In addition, by providing the customer congratulatory gift reservation quotation system in line with the customer surveillance schedule, the system is provided to the user to facilitate the establishment, review, execution and modification of the customer satisfaction management plan.

In addition, MY CRM (300), the user directly edited messages and documents created for customer management and promotion activities, and assigned to the customer group specified by the user (SMS, e-mail, web fax, e-mail) Etc.), it provides sales promotion tools that can be shipped in batches and sequentially.

MY CRM (M), a customer management system tool, is composed of seven parts of the system as shown in [Fig. 11A], ① customer management (10), ② customer surveillance schedule, ③ customer satisfaction management, ④ news (20), ⑤ gift sending, ⑥ coin management, ⑦ manager and the functions provided in each individual sector is as shown in the site map of [Fig. 11b].

In other words, ① Customer management part ㉠Customer registration, modification, deletion and 보기 View the customer ㉢Customer list 작성 Create a list at will ㉤Print the customer registration card, etc. ②In the customer customer service schedule section ㉠Customer Expected Monthly Schedule Job ㉡Supports monthly schedule printer job.

In addition, in the Customer Satisfaction Management section, it is easy to establish, review, execute, and revise the Customer Satisfaction Management Plan, including, `` Customer Satisfaction Management List, `` Customer Service Application, Modification, Deletion and Custom Delivery Application and Modification based on the Customer Audit Schedule. '' To provide a system that allows

And, ④ in the news (20) part, the user directly edited the message and document directly written on his terminal 400 for each customer, the method assigned to the customer group designated by the user (SMS, e-mail, web fax, There are sales promotion tools that can be sent in bulk and sequential at the same time by e-mail, etc. 내기 SMS sending ㉡Send auditor ㉢Send promotional document ㉣Send card ㉤Send letter ㉥DM data output ㉦Smart card download tool.

⑤ In the Gift Sending section, users can reserve a customized delivery service for registered customers and non-customers regardless of the customer monitoring schedule. There are 리스트 Gift List ㉡ Present Gift Status ㉢ Promotion List ㉣ Promotional Application Status Tool.

Coin management is a system tool for coins which are electronic money units used in the use of the service and all payments in the present invention.

Definition and method of earning coins There is a tool for checking the status of coins.

Finally, in the ⑦ manager section, there is a “self-information inquiry and correction item” to provide the tools necessary for the input and modification of user registration information required for user homepage management and 1: 1 custom editing service.

4 and 5, the second configuration of the present invention is to classify and edit the theme information produced by the information production center according to the customer characteristics, and to send regularly (weekly, monthly) to the corresponding customer in the user's name, the customer's congratulation and various It is to automatically deliver personalized greetings, letters, cards, and thank-you notes in a 1: 1 way between customers and users using the customer DB and 1: 1 custom editing frame in line with the anniversary.

At this time, the delivery method is a mobile phone text message (SMS), E-MAIL, web fax, post office e-mail and congratulation telegram, etc., the user is selected and sent in a batch when the application for personalized service. In other words, 1: 1 custom editing and automatic batch sending is the customer management and anniversary information and personalized service request information sent from the schedule management server [Fig. 6] to the 1: 1 personalized editing frame automatic setting module [Fig. By importing the data from the user information DB 110 and customer information DB 120, greeting messages, letters, cards, and thank-you letters are automatically edited in a 1: 1 relationship between the user and the customer (320) ([FIG. 8A] , [FIG. 8B], [FIG. 8C], [FIG. 8D]), and also select a shipping method => select a corresponding user => select a high contrast target => congratulatory message, congratulatory letter, card and thank-you note 1: 1 custom edit = > Shipment => Select High Contrast Customer--→ High Contrast Last Customer--=> Ship => Next Select User--=> Select Last User => Select Next Shipping Method--=> Select Last Shipment-- => Last user--=> The sending process is carried out. ([FIG. 8E])

The 1: 1 custom edit frame automatic setting module 320 is free to use the customer DB 120 and purchase history DB and user DB 110 consisting of tens to hundreds of data (only new to automatic setting module Priority compensation psychology of existing customers by personalizing personalized re-purchase point, forecast estimate and purchase need ventilation data as well as creating congratulatory messages, letters, cards and thank-you letters for each customer. And personality can be satisfied.

Therefore, the customer loyalty of existing customers can be effectively raised.

In the present invention, it is possible to classify and edit the theme information produced by the information production center according to the characteristics of the customer and to send it to the corresponding customers regularly (weekly, monthly) under the user's name, regardless of the time that is insufficient for the user's continuous visit (directly). There is no substitution burden during the visit, so you will not miss a sense of solidarity with the customer, and in the customer's position, you will receive the theme information that you need or interest as a service from the salesman and the company you have already purchased. Consumer rewards and preferences are met. ([FIG. 12A], [FIG. 12B], [FIG. 2C], [FIG. 12D], [FIG. 12E]))

The third aspect of the present invention is to provide the user with a schedule (monthly and weekly) for the congratulation and various anniversary of the customer, family, and friends using the customer DB, and the provision of a reservation system for presenting a gift for the customer according to the customer schedule. To provide users with a system to facilitate the establishment, review, implementation and modification of customer satisfaction management plans. Figure 9a, Figure 9b.

In other words, the customer impression management quotation system ([FIG. 9A]) provides the customer monitoring schedule ([FIG. 9B]) to the user using the customer DB. Through this, the user analyzes the customer and purchase history information on a monthly and weekly basis. If customer satisfaction management service contents are confirmed by conducting customer satisfaction management simulation ([Fig. 9ca], [Fig. 9caa], [Fig. 9cb]) to establish an optimal customer satisfaction management plan, the personalized management service is provided one day before the service target date. Modifications up to will be provided to the customers in the name of the user without any payment.

The customized delivery service orders a delivery request ([Fig. 9g]) to the gift supplier on a weekly basis (Monday-Sunday) for the scheduled delivery of the designated date. On the first Tuesday of the week, the user who has insufficient balance of the settlement coin will receive the first Mobile SMS Message (SMS) notification regarding the lack of coins and the request for accumulation and the second notification ([Fig. 9I]) on Friday so that the coins can be deposited until Sunday ( Of course, coins can be freely earned regardless of the period of one week and one month. At this time, the coin shortage case of the delivery request is marked as 'Coin shortage order cancellation' on the user's coin status ([FIG. 9D]), and 'Cancellation shortage order cancellation date 0 0 on the impression management list'. It will help to facilitate implementation and review.

At this time, the second personalized customer-specific management service and the third personalized delivery service of the present invention are integrated and operated as a customer satisfaction management tool based on the schedule of customer observation, and the related general system of the customer management system called MY CRM on each user's homepage. It is provided to the user as part of it. ([FIG. 9ca], [FIG. 9caa], [FIG. 9cb]))

In other words, the Customer Satisfaction Management Tool allows users to review, apply for, and modify the customer's purchase history, hobbies, and personal data at once, such as customized service and customized delivery application for the same customer. To determine the optimal level and method of customer care. In addition, the Customer Satisfaction Management Tool can manage customized service and customized delivery service at the same time based on the schedule of customer pedestrians, thus effectively deploying customer-oriented emotional marketing. At the same time, it is easy to analyze the adequacy of the plan and the cost of each period. ([FIG. 9da], [FIG. 9db] [FIG. 9e], [FIG. 9f])

The customer impression management quotation system shows a customized delivery reservation specification, and the coin status ([FIG. 9da], [FIG. 9db]) shows the required expenses and the electronic money coin balance by period.

Fourth, the configuration of the present invention is a method in which a user directly edits a message and a document written by a customer for customer management and promotion, and assigns it to a customer group designated by the user (SMS, e-mail, web fax, e-mail, etc.). It is to provide a sales promotion tool as a system tool on the user's homepage that can be simultaneously and collectively sent out. ([FIG. 10A], [FIG. 10B])

The sales promotion tool utilizes the customer and user DB and 1: 1 custom editing frame already entered in the customer management system to make the best use of the customer's message and document receiving environment. It allows users to batch and sequentially send mail by mail, SMS, SMS, etc. according to sending tools such as post office e-mail, SMS, etc., reducing the time for user to send promotional documents and time to clean up customer address book.

1: 1 personalized customer service management service and promotional tools of the present invention and the method of providing the same from the perspective of many customers and customers from the user's point of view, management of purchase history and greeting cards, sending letters, sending congratulatory gifts, sending promotional mails, etc. By reducing and simplifying manual work, time and costs, they are not attracted to customer management tasks, and can also develop, execute and evaluate strategic customer management plans for customer satisfaction management. In addition, the DM promotional material prepared for the user makes it easy to prepare for the activities with little cost. Therefore, the user can concentrate on more value-added tasks such as direct consultation with customers, sales, and direct service provided by the time reduced from customer management. In addition, the user homepage and MY CRM customer management system tools provided as promotional tools will differentiate users from competitors as more sophisticated and advanced salesmen or small businesses.

In other words, by allowing the user to objectively evaluate the work according to the customer management and to directly outsource some of the work, the customer management work is carried out successfully from a customer-centered perspective based on customer data. It allows you to.

From the customer's point of view, it is possible to satisfy satisfaction from the purchase of goods and services because it can satisfy the compensation and preferential psychology as a customer by receiving systematic and continuous consideration from the user. In addition, the receipt of one-on-one individual congratulatory messages, letters and cards, which are not uniform in terms of their personal observations and tastes, can be satisfied with their considerations, resulting in increased user satisfaction.

Claims (5)

A database server 100 including user information, customer information necessary to automatically send a congratulatory message to each customer managed by the user, information related to the congratulatory congratulatory contents classified by the event, and the user; UMS server (information production center) 200 for transmitting a congratulatory message to the customer requested by the short message service (SMS), email, fax information transmission means configured by the user, and user PR It operates a homepage (customer management website) 301, stores various information registered by the user in the database server, and operates various modules to automatically generate a congratulatory message automatically on the date specified by the user. A management server (customer management agency system) 300 for controlling a congratulatory message to be transmitted to the UMS server on a user-specified day; The user terminal 400 to access the customer management website (user promotion homepage) 301 operated by the management server 300, and to register / view / modify customer related information and to modify the congratulatory message sent to the customer (400). ), And a customer terminal receiving a congratulatory message transmitted from the UMS server, wherein the database server 100 is a user ID / password, name, resident number, mobile phone number, User information DB (110) that stores personal information such as an email account, a still image of the user, a residential address, affiliation / position, the gender, age, title, anniversary, date of birth and mobile phone number of the customer managed by the user , Personal information consisting of a fax number, etc., but if there is a family member and a friend requesting registration, the same personal and family information of the customer Customer information DB (120) that is stored with the press, form information DB (130) that stores a variety of web pages necessary for the user to request registration / viewing / correction of customer-related information, correction of the congratulatory message sent to the customer, the sender The editing frame, which is a document storing the congratulations of the congratulations with the blank information of the user's personal information and the recipient's name, is divided by the type of the congratulations such as birthday or anniversary. Stored edit frame information DB (140), the blank information of the editing frame of the sender's personal information description portion and the recipient's personal information description portion is completed to be transmitted to the recipient, the mobile phone number which is the information transmission means to be transmitted each e-mail account is classified depending on the form of a fax transmission is made to celebrate the document information DB stored in the management server (Customer management and Service system) (300) The module retrieves the date of congratulation made of the date of birth or anniversary of the customer and the family of the customer among the information stored in the customer information DB 120, and informs the date of the congratulation document to create a congratulatory message before the search date of the corresponding customer. Personal customer calendar schedule module 310 for each user, the personal information of the customer and the user's personal information corresponding to the sender and receiver of the hard document document to be created on the date of the hard document document that is notified from the customer customer calendar schedule module 310 for each user Optimal editing in which information is extracted from the customer information DB 120 and the user information DB 110, and the congratulations related to the congratulations are described in the editing frame information DB 140 with reference to the extracted personal information of the customer. Extract the frame, and add the frame to the margins of the sender's personal information A salesman who has his or her own customers using a system consisting of a 1: 1 custom editing frame automatic setting module 320 for each racing schedule that generates a completed congratulatory document combining the released personal information of the customer and the personal information of the user. In the 1: 1 customized customer care service method for small and medium businesses, The user operated by the management server so that the user can manage the registration / view / modification of the personal information of the user and the congratulatory message which is automatically generated by dividing various personalities, ages, genders, and titles of the individual customers on the day of the personalized survey. Accessing the administration website and logging in; After the login, registering customer information; Retrieving a lighted day from the registered customer information; Determining whether it corresponds to the date of creation of a congratulatory document by writing a congratulatory message before the congratulations date based on the searched congratulation date and time; If it does not correspond to the date of creation of the document, the search returns to the date of the document, and if it corresponds to the date of creation of the document, the customer and the user of the person who manages the customer who is the sender and receiver of the document to be created Extracting each, Among the extracted information, among the personal information of the customer, the optimal editing frame containing the congratulations of the congratulations is extracted by referring to the gender, age, and title of the customer, and the extracted customer in the blank space of the extracted editing frame. And combining the personal information of the user to generate a completed congratulatory document, 1: 1 customized customer management for salesman and small business owners having their own customers, characterized in that it comprises the step of transmitting the generated congratulatory document to the corresponding customer terminal through information transmission means, etc. on the day of the survey. Way. delete delete delete delete