JP6209049B2 - Sales support terminal - Google Patents

Description

  The present invention relates to a technology for supporting sales activities of a sales representative, and particularly to a technology effective when applied to a sales support terminal that supports sales activities in a financial institution such as a securities company.

  For example, a financial institution such as a securities company manages customer information using a CRM (Customer Relationship Management) system, etc., in the sales activities of sales representatives, and a tablet in which the sales representatives carry sales activities. Sales activities using SFA (Sales Force Automation: Sales Support System), which makes it possible to refer to customer information and sales materials on the go with a portable terminal such as a terminal, and record sales results. To improve efficiency.

  With portable terminals used in such a mechanism (hereinafter, such portable terminals may be referred to as “sales support terminals”), the handling of “individual” information at financial institutions is difficult. Personal information and important information such as information that cannot be downloaded or copied to the sales support terminal, customer information that does not fall under personal information or important information, and common sales materials such as brochures. There is a case where information that can be downloaded or copied and classified is classified, and access rights and access methods are managed for each. However, in conducting sales activities, it is effective and important to be able to refer to important “customer” information on a portable terminal. Therefore, there is a demand for a mechanism that allows “customer” information to be handled even on a portable terminal by masking “personal” information well.

  As a technique in such a field, for example, JP 2009-12931 A (Patent Document 1) includes a store terminal, a portable terminal, an intranet server, a host computer, and an information inquiry server that provides a website. It describes a foreign sales support system that eliminates the risk of leakage of personal information and ensures information security. Here, the intranet server includes a pre-registration screen providing unit, a data registration unit, a data extraction unit, a mask processing unit, a data transmission unit, a simulation processing unit, a customer information DB, and a target customer DB, and the information inquiry server Includes a Web site providing unit, a data receiving unit, and an inquiry DB, and a sales person can refer to the Web site provided by the Web site providing unit using a mobile terminal.

JP 2009-129312 A

  According to the prior art described in Patent Document 1, when displaying information related to a customer at a sales destination on a sales support terminal, an arbitrary mask character such as “*” (asterisk) is used as a part related to personal information. By substituting and masking with, it is possible to prevent leakage of personal information due to loss or theft of the terminal or peeping at the screen. However, in the case of such masking, there may be a case where a certain degree of estimation can be made with respect to the original data from the position and number of mask characters.

  On the other hand, if masking is overly strengthened for various types of information, even if sales representatives refer to the information, it may not be possible to understand what the information is or what information is set. . In particular, in a sales support terminal using a portable terminal as described above, information on a plurality of customers scheduled to visit can be taken out or referred to at a time when going out for the convenience of sales activities. At this time, for example, in order to make it possible to efficiently refer to information about each customer, a user interface that is divided into tabs for each customer and displayed on the screen may be adopted. If the information is masked excessively, it may be impossible to grasp which customer information is displayed on which tab.

  Accordingly, an object of the present invention is to provide an aspect in which a sales person can grasp the contents of “individual” information that needs to be masked to some extent when displaying “customer” information of a plurality of customers on a sales support terminal at a place where they are away from home. An object of the present invention is to provide a sales support terminal capable of masking and enabling sales representatives to specify “customer” information to be referred to even if “personal” information is masked.

  The above and other objects and novel features of the present invention will be apparent from the description of this specification and the accompanying drawings.

  Of the inventions disclosed in this application, the outline of typical ones will be briefly described as follows.

  The sales support terminal according to the representative embodiment of the present invention masks the personal information by switching the customer information of one or more customers to which the sales representative is to conduct sales activities according to the instruction from the sales representative. And a mask processing unit that displays only the first character of the kana of the customer name as an identification display for the sales representative to instruct the customer to be displayed. .

  Among the inventions disclosed in the present application, effects obtained by typical ones will be briefly described as follows.

  In other words, according to a typical embodiment of the present invention, when displaying “customer” information of a plurality of customers on a sales support terminal when going out, a sales person in charge of “individual” information that needs to be masked. Masking is performed in such a manner that the contents can be grasped to some extent, and even if “personal” information is masked, the sales representative can specify “customer” information to be referred to.

It is the figure which showed the outline | summary about the structural example of the sales support system which has a sales support terminal which is one embodiment of this invention. It is the figure which showed the outline | summary about the example of a screen which masks the customer's information in one embodiment of this invention. It is the figure which showed the outline | summary about the other example of a screen which masks the customer's information in one embodiment of this invention. It is the figure which showed the outline | summary about the other example of a screen which masks the customer's information in one embodiment of this invention.

  Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings. Note that components having the same function are denoted by the same reference symbols throughout the drawings for describing the embodiment, and the repetitive description thereof will be omitted.

  A sales support system having a sales support terminal according to an embodiment of the present invention includes a CRM system for supporting sales activities of a sales person in a financial institution such as a securities company, and an information processing system having a function as an SFA. In addition to managing customer information, sales representatives can also view customer information and sales materials on the go with sales support terminals made up of portable terminals such as tablet terminals that sales representatives carry in sales activities, and sales results It is a system that increases the efficiency of sales activities by recording and processing.

  In the present embodiment, the customer information of one or more customers who are the targets of the sales activity is displayed on the sales support terminal in a manner that can be switched by a tab. At that time, the customer name is displayed as the tab title (identification display) so that each customer's information can be identified. However, if the customer name is displayed as it is, it corresponds to “individual” information, and the customer of the financial institution It is not appropriate as an information processing system that handles information. Therefore, the customer name is not displayed as it is, but only the first letter of the customer name “kana” is displayed as an aspect of masking. In general, it is almost impossible to specify the customer name from just looking at the single letter “Kana”, but for sales representatives who acquire and display customer information themselves. , "Kana" can be substantially specified by specifying which customer it is.

  Also, when displaying customer information of a specified customer, instead of simply replacing all or some of the characters in the item corresponding to “personal” information with mask characters, depending on the contents and items of the screen display Change the masking method accordingly. As a result, it is impossible for a third party to grasp the contents of the masked screen at all, that is, the "personal" information is not specified, but the customer information is acquired and displayed by itself. It is possible for a sales representative to grasp a certain amount of “customer” information.

<System configuration>
FIG. 1 is a diagram showing an outline of a configuration example of a sales support system having a sales support terminal according to an embodiment of the present invention. The sales support system 1 has a sales support server 10 and a sales support terminal 30 that is connected to the sales support server 10 via a network 20 such as the Internet or an intranet and which is an information processing terminal owned by a sales person such as a securities company. .

  The sales support server 10 is configured by a server system such as a server device or a virtual server constructed on a cloud computing service, and includes an OS (Operating System) and a DBMS (DataBase Management System) (not shown), And one or more support services 12 that are business application programs that are implemented by software programs that run on basic software such as the Web server program 11 and that provide various services that support the sales activities of sales representatives.

  As a service provided by the support service 12, for example, it is held as sales support information 13 consisting of a database, a file, or the like, or various customer information and sales information held by a back office system (not shown) are acquired and sold. For example, displaying on the support terminal 30 or receiving and recording the registration of the activity results of the sales staff via the sales support terminal 30. The sales support server 10 may have other configurations (not shown) other than the above, and as a whole, realize various functions and services as CRM and SFA in a securities company or the like.

  The sales support terminal 30 is composed of a portable terminal such as a notebook PC (Personal Computer) or a tablet terminal, for example, and includes a Web browser 31 implemented by a software program operating on an OS (not shown), a mask processing unit 32, and the like. Have.

  The mask processing unit 32 is middleware commonly used by applications executed on the client-side Web browser 31 based on an HTML file, a program module, or the like held on the sales support server 10. In the present embodiment, the portion corresponding to the customer's personal information in the screen displayed on the web browser 31 of the sales support terminal 30 by the support service 12 of the sales support server 10 is set in the mask setting 33. It has a function of displaying on the sales support terminal 30 after performing predetermined masking according to the contents. The mask setting 33 can be downloaded from the sales support server 10 and stored as a file or a memory table, for example, when logging into the sales support server 10.

  The customer information displayed on the sales support terminal 30 can be acquired by accessing the sales support server 10 via the network 20 and executing the predetermined support service 12 each time it is actually displayed. Alternatively, before going out, the sales representative accesses the sales support server 10 in advance in the office or the like, acquires the sales support information 13 or the customer information held in the back office system by downloading, and the like on the sales support terminal 30. It may be recorded in a storage device or the like that is not taken out.

<Example of masking>
2 to 4 are diagrams showing an outline of screen examples for masking customer information in the sales support terminal 30 of the present embodiment. In the example of FIG. 2, on the screen displaying the customer information of one or more customers by switching the customer tab 40 at the top of the screen, the head of the customer name “kana” as the title (identification display) of the customer tab 40. Only the first character of is displayed. For example, the example of FIG. 2 indicates that the customer whose first character in the customer name is “e” is selected.

  As a result, as described above, for a third party, just looking at the single letter “Kana” identifies the customer name (or recognizes that it represents the first letter of the customer name). Is almost impossible. However, it is practically possible for a salesperson who acquires and displays customer information to identify which customer is “Kana”.

  Here, when only the first character of the customer name “Kana” is displayed, a plurality of customers are the same, and the customer cannot be uniquely identified (in the example of FIG. 2, “S” customer). ) May occur. Therefore, in this embodiment, in addition to the first character of the customer name “kana” (including not only hiragana but also katakana), an icon 41 that can represent the attribute of the target customer is also displayed. As attributes that can be represented by the icon 41, in addition to the gender of men and women as shown in the example of FIG. As long as the person in charge can grasp the attribute, the sales representative can arbitrarily set the customer information when acquiring the customer information.

  As a result, it is almost impossible for a third party to specify which customer's customer information is displayed, and for the sales person, the head of the customer name “Kana” displayed in the customer tab 40 is displayed. By judging together the one character and the attribute represented by the icon 41, it is possible to determine with a certain degree of accuracy which customer of the customer information the user has acquired. In the present embodiment, the attribute information is displayed by the icon 41, but the data format, format, etc. are not particularly limited, and any image data consisting of an image of an appropriate size can be used as appropriate.

  In the example of FIG. 2, the customer tab 40 for the customer whose first character is “e” is selected, and customer information related to the customer is displayed on the screen in the customer tab 40. Further, the display can be switched by a plurality of information type tabs 42 to display various information. In the example of FIG. 2, it is shown that the “Summary” tab for displaying various information related to the customer as a summary is selected as the information type tab 42.

  In the present embodiment, as shown in the figure, on the summary screen of customer information displayed on the “summary” tab, all items corresponding to the customer's personal information such as address and telephone number are set to “hidden” and values are displayed. Is not displayed. In the example of FIG. 2, for example, items such as “account number”, “name”, and “address” in the “basic attribute” column are “hidden” by leaving the value column blank. In addition to the value, the item name itself may be “hidden”. Which item on which screen (information type tab 42) is to be “hidden” and how may be fixedly set in the support service 12 for displaying each screen, for example, or mask setting It may be set to 33.

  In the example of FIG. 3, the customer tab 40 for the customer whose first character is “e” is selected, and among these, “collected information” that displays information collected by the sales representative as the information type tab 42. Indicates that the tab is selected. In this embodiment, the items displayed in the “collected information” tab are basically important information for the customer, so that all items can be masked. However, in the “attribute information” column in the example of FIG. There may be an item that is not masked, such as the column “Occupation” or “Position”.

  For the items to be masked, instead of individually replacing the masked characters and numerical values with mask characters individually or making the entire value “hidden” as in the example of FIG. 2, the entire value is uniformly masked. It shall be replaced by a column (in the example of FIG. 3, “***” consisting of four “*”). This makes it harder to guess the contents of the data to be masked, while the value itself is blank for items whose values themselves are blank, i.e., items for which information has not been collected by the sales representative. Thus, it is possible to grasp that the masked result is not “non-display”.

  In the example of FIG. 4, the customer tab 40 for the customer whose first character is “e” is selected, and among them, the “map” that displays the map information in the vicinity of the location or the visited place as the information type tab 42. "Indicates that the tab is selected. When a salesperson visits a customer and conducts sales activities, information on the customer's address may be required. In this embodiment, as described above, the customer's address is personal information. Therefore, since it is masked as “non-display” on the other screen (information type tab 42), map information in the vicinity of the customer's address is displayed as an alternative and auxiliary information for the address.

  The position corresponding to the customer's address on the map is specified by drawing an instruction image such as the pin 43 as shown. At this time, of course, the detailed information of the address is not displayed on the map. It is desirable that the scale of the map is so small that each building cannot be identified. This makes it possible to grasp the approximate location of the customer without specifying a detailed address only by indicating the position on the map with the pin 43 or the like, and use it as reference information when visiting the customer for sales activities Can do. It can also be used as reference information for identifying a plurality of customers displayed in the customer tab 40.

  The customer information masked by various methods as shown in FIGS. 2 to 4 described above is used when, for example, a salesperson actually conducts a sales activity for a specific customer or prepares the customer. The mask may be released only for the portion related to the customer. The mask can be released by using, for example, a special operation (for example, a predetermined gesture on the touch panel) on the sales support terminal 30 by a salesperson as a trigger. In addition, the distance between the two calculated based on the position information grasped by the GPS (Global Positioning System) function of the sales support terminal 30 and the customer address information (which is "hidden" in itself) You may make it judge based on.

  In the present embodiment, the customer information of each customer and the type of information displayed for each individual customer are displayed by dividing the screen by tabs, and the user interface is switchable. For example, other user interfaces such as switching the display to a specified one from the list of identification display of customers and information types displayed in a menu area or the like are naturally possible.

  As described above, according to the sales support terminal 30 according to an embodiment of the present invention, when displaying customer information of one or more customers in a manner that can be switched by a tab or the like, “ Instead of displaying the customer name as personal information as it is, only the first character of the customer name “kana” is displayed and masked. As a result, it is almost impossible for a third party to identify the customer name from just looking at the single letter “kana”, but the salesperson who acquires and displays the “customer” information himself / herself. Therefore, it is possible to substantially specify which customer is the one character “Kana”.

  In addition, when displaying the “customer” information of the identified customer, the “customer” information summary screen also “hides” all items that correspond to the customer “personal” information such as address and telephone number. By not displaying the value, leakage of “personal” information can be suppressed. On the screen that displays the collected information, the items to be displayed are basically important information for the customer. Therefore, all items can be masked. When masking, the entire value is represented by a uniform mask character string. Replace. As a result, it is possible to grasp the item whose value itself is blank while making the content of the data to be masked more difficult to guess.

  Further, a position corresponding to the customer's address is specified by drawing an instruction image such as a pin on a screen displaying map information in the vicinity of the customer's location. This makes it possible to grasp the approximate location of the customer without displaying detailed information on the address, which can be used as reference information when visiting the customer for sales activities, and is displayed in a masked manner. It can also be used as reference information for identifying customer information of a plurality of customers.

  As mentioned above, the invention made by the present inventor has been specifically described based on the embodiments. However, the present invention is not limited to the above-described embodiments, and various modifications can be made without departing from the scope of the invention. Needless to say. For example, the above-described embodiment has been described in detail for easy understanding of the present invention, and is not necessarily limited to the one having all the configurations described. In addition, it is possible to add, delete, and replace other configurations for a part of the configuration of the above-described embodiment.

  The present invention can be used for a sales support terminal that supports sales activities in a financial institution such as a securities company.

1 ... Sales support system,
10 ... Sales support server, 11 ... Web server program, 12 ... Support service, 13 ... Sales support information,
20 ... Network,
30 ... Sales support terminal, 31 ... Web browser, 32 ... Mask processing unit, 33 ... Mask setting,
40 ... customer tab, 41 ... icon, 42 ... information type tab, 43 ... pin.

Claims (5)

A sales support terminal that displays customer information of one or more customers for whom a sales representative is to conduct sales activities after switching customer information according to instructions from the sales representative and masking personal information.
A sales support terminal having a mask processing unit that displays only the first character of the kana of the customer name as an identification display for the sales representative to instruct the customer to be displayed. In the sales support terminal according to claim 1,
The mask processing unit is a sales support terminal that displays, as the identification display, image data indicating an attribute of the customer in addition to the first character of the kana of the customer name. In the sales support terminal according to claim 1 or 2,
When the customer information is displayed, the mask processing unit masks the personal information about the target customer by hiding it with a blank. In the sales support terminal according to any one of claims 1 to 3,
When the sales representative displays customer information collected from customers by the sales representative, if there is a value for each item of the customer information, the value is replaced with a predetermined mask character string. A sales support terminal that displays and displays a blank if no value exists. In the sales support terminal according to any one of claims 1 to 4,
A sales support terminal that displays map information in the vicinity including a position corresponding to a customer's address as customer information, and displays an instruction image at the position on the map.