JP7574683B2 - Information processing program, device, method, and system - Google Patents

Description

The disclosed technology relates to an information processing program, an information processing device, an information processing method, and an information processing system.

Conventionally, technologies have been proposed to support sales activities such as sales representatives visiting customers. For example, a sales support system has been proposed that provides sales support by providing sales representatives with the locations of customers in the vicinity of the sales representative's current location. This system is a sales support system that sends information related to sales support from a server to a terminal. The server records customer information including at least customer location information. The server extracts customers who are present within a specified range of the terminal's current location or designated location as nearby customers based on the positional relationship between the terminal's current location or designated location and the customer's location, which is obtained using the terminal's current location information or designated location information and the customer's location information. The server sets the extracted customer information related to the nearby customers as nearby information, and transmits the set nearby information to the terminal.

A customer information management system has also been proposed for managing customer information used in real estate sales activities. In this system, a terminal system is installed at each sales office, and a center system is installed at a specific location, and these are connected via a network. Customer information and map information are stored in a database. The terminal device searches the database based on preset conditions and displays the customer information as symbols on a map.

A sales support terminal has also been proposed that displays customer information for multiple customers when away from the office. This terminal switches customer information for one or more customers for whom a sales representative is conducting sales activities, at the instruction of the sales representative, and displays the information after masking personal information. This terminal displays only the first character of the pseudonym of the customer's name as an identification display that allows the sales representative to specify the customer to be displayed.

JP 2005-141590 A JP 2001-175744 A JP 2015-82136 A

In sales activities, in addition to developing new customers, it may be necessary to support sales activities for existing customers. For example, it is desirable to provide effective sales support to existing customers who have not had contact with a sales representative for a certain period of time or more and have not conducted transactions with the company (hereinafter referred to as "dormant customers").

In one aspect, the disclosed technology aims to effectively support sales activities aimed at dormant customers.

In one aspect, the disclosed technology accepts location information and specification of conditions for customers to be displayed, transmits the accepted location information to a management device, and acquires information on customers whose locations are within a specified distance from the location from the management device. The disclosed technology then displays a map of a specified range including the location on a display unit, and displays the acquired customer information and an aspect according to the conditions at a position on the map that corresponds to the customer's location.

One aspect is that it can effectively support sales activities aimed at dormant customers.

1 is a block diagram showing an outline of an information processing system; FIG. 2 is a functional block diagram of a management device. FIG. 2 is a diagram illustrating an example of a customer DB. FIG. 2 is a diagram illustrating an example of a dormant customer DB. FIG. 2 is a diagram illustrating an example of a stay behavior DB. FIG. 2 is a functional block diagram of a staff member terminal. FIG. 13 is a diagram showing an example of a condition designation screen. FIG. 4 is a diagram showing an example of a map screen. FIG. 13 is a diagram for explaining the colors of marks. FIG. 13 is a diagram showing an example of displaying customer information of inactive customers. FIG. 13 is a diagram for explaining registration of stay results. 2 is a block diagram showing a schematic configuration of a computer functioning as a management device. FIG. FIG. 2 is a block diagram showing a schematic configuration of a computer functioning as a person in charge terminal. 13 is a flowchart showing an example of a dormant customer display process. 13 is a flowchart illustrating an example of a providing process. 13 is a flowchart illustrating an example of a registration process. 13 is a flowchart illustrating an example of an update process.

Below, an example of an embodiment of the disclosed technology will be described with reference to the drawings. In the following embodiment, an example will be described in which sales support is provided to sales representatives at a securities company who deal with investors as customers.

As shown in FIG. 1, the information processing system 110 according to this embodiment includes a management device 10 and a plurality of staff terminals 30. The management device 10 and each of the staff terminals 30 are connected via a network. Note that the number of staff terminals 30 included in the information processing system 110 is not limited to the example in FIG. 1.

The management device 10 is realized by an information processing device such as a server device or a personal computer located in a securities company or a data center, or a virtual server on the cloud. The salesperson's terminal 30 is an information processing device such as a personal computer, tablet terminal, or smartphone held by a salesperson at the securities company. The salesperson's terminal 30 is an example of an information processing device of the disclosed technology.

As shown in FIG. 2, the management device 10 functionally includes a providing unit 12 and an updating unit 14. In addition, a customer DB (database) 22, a dormant customer DB 24, and a stay status DB 26 are stored in a predetermined memory area of the management device 10.

In the customer DB22, various information about each customer (hereinafter, referred to as "customer information") is stored. FIG. 3 shows an example of the customer DB22. In the example of FIG. 3, the customer information includes a "customer ID" which is identification information of the customer, a "sales representative ID" which is identification information of the sales representative of the customer, "name", "location category", "date of birth", "annual income", etc. The "location category" is a category of the location where the customer mainly stays, and in the example of FIG. 3, the location categories include home, workplace, etc. Note that the number of location categories is not limited to the example of FIG. 3, and there may be multiple homes, multiple workplaces, or other locations. In addition, the customer information also includes various information useful for sales activities, such as "investment purpose" and "custody valuation" which is the total valuation of the assets under custody. Note that these pieces of information are examples of the "transaction history" of the disclosed technology. In addition, the customer information includes a "last contact date" which indicates the date on which the representative last contacted (visited, etc.) the customer.

In the dormant customer DB 24, information is stored that is obtained by converting the items necessary for searching for dormant customers from the customer information of each customer contained in the customer DB 22 into a format suitable for searching. An example of the dormant customer DB 24 is shown in FIG. 4. Details will be described later, but each item in the dormant customer DB 24 is an item specified as a condition for dormant customers to be displayed on the display unit of the staff terminal 30. In the example of FIG. 4, the dormant customer DB 24 includes items such as "customer ID", "staff ID", "month of birth", "age", "valued amount of deposit", and "non-contact period". The "customer ID" and "staff ID" are copied as they are from the "customer ID" and "staff ID" stored in the customer DB 22. The "month of birth" is extracted and stored as the month information of the "date of birth" in the customer DB 22. The "age" is stored as a value converted by age group, such as 20s, 30s, etc., from the age calculated from the difference between the "date of birth" in the customer DB 22 and the current date and time. "Deposit valuation amount" stores the price range to which the "Deposit valuation amount" in customer DB22 belongs, among the price ranges divided by predetermined amounts. "No contact period" stores the period to which the number of no contact days calculated from the difference between the "last contact date" in customer DB22 and the current date and time belongs, among the period divided by predetermined days.

As described above, information can be stored in the dormant customer DB24 by performing a process of extracting, converting, and storing the necessary items of information from the customer information stored in the customer DB22 at predetermined intervals (e.g., once a day) using batch processing. During this batch processing, information is stored in the dormant customer DB24 for all customers whose customer information is stored in the customer DB22 and who have not been contacted for a predetermined period of time or longer, making it possible to search for information on dormant customers from the dormant customer DB24.

The stay status DB26 stores detailed information about each "location" in the customer DB22 and the customer's stay status at each location. Figure 5 shows an example of the stay status DB26. In the example of Figure 5, for each location specified by the "customer ID" and "location category", an "address", "latitude/longitude", and "stay probability" are stored. The "stay probability" stores the probability that a customer will stay at that location for each time period. The method of calculating and registering the stay probability will be described later.

The providing unit 12 obtains from the staff member terminal 30 the location that serves as the starting point when a map of a specified range is displayed on the display unit 40 of the staff member terminal 30 (hereinafter referred to as the "map display location"), and the conditions for dormant customers whose locations are to be displayed on the map (hereinafter referred to as the "display conditions for dormant customers"). The map display location is, for example, the current location of the staff member terminal 30, or the latitude and longitude information of a location specified by the staff member. The display conditions for dormant customers are specified in the form of selecting the value of at least one item from the items of the dormant customer DB 24. For example, the format is "no contact period is three months or more" and "valued deposit amount is between 10 million and less than 30 million yen".

The providing unit 12 refers to the "latitude and longitude" in the stay behavior DB 26 to extract customers whose locations are within a specified distance from the map display position. Furthermore, the providing unit 12 extracts from the dormant customer DB 24 dormant customers who match the display conditions for dormant customers among the customers extracted based on the map display position. The providing unit 12 obtains customer information linked to the customer ID of the extracted dormant customer from the customer DB 22, and obtains the stay behavior linked to the customer ID of the extracted dormant customer from the stay behavior DB 26, and transmits them to the staff terminal 30.

The update unit 14 calculates the probability of stay based on information indicating whether the customer stayed at the location, which is registered during a past visit, and updates the "stay probability" in the stay status DB 26. Specifically, the update unit 14 acquires the customer's stay result for the location from the salesperson terminal 30. The stay result includes the customer ID of the relevant customer, the location category, the visit time when the salesperson visited the customer's location, and the stay status of stay or absence. For example, when the update unit 14 acquires a stay result in which the stay status is "stay", it adds a predetermined percentage (e.g., 10%) to the "stay probability" of the relevant time period corresponding to the relevant "customer ID" and "location category" in the stay status DB 26. On the other hand, when the update unit 14 acquires a stay result in which the stay status is "absent", it subtracts a predetermined percentage (e.g., 10%) from the "stay probability" of the relevant time period corresponding to the relevant "customer ID" and "location category" in the stay status DB 26.

When multiple locations are registered for the same customer, the update unit 14 may subtract the probability of stay at one location when adding the probability of stay at the other location so that the sum of the probability of stay for each location is 100%. The update unit 14 may also store the number of visits and the number of times the stay status is "stay" for each location specified by the "customer ID" and "location category", calculate the ratio of the number of "stays" to the number of visits as the probability of stay, and update it.

Functionally, the staff terminal 30 includes a reception unit 32, an acquisition unit 34, and a display control unit 36, as shown in FIG. 6.

The reception unit 32 receives a map display position designation from a sales representative who operates the sales representative terminal 30. For example, the reception unit 32 can display a customer list generated from customer information stored in the customer DB 22 on the display unit 40 of the sales representative terminal 30, and accept the latitude and longitude of the location associated with a customer selected by the sales representative from the customer list as the map display position designation. In addition, for example, the reception unit 32 can accept the current location of the sales representative terminal 30 measured by a GPS (Global Positioning System) equipped in the sales representative terminal 30 as the map display position designation. The former is assumed as a method of designating a map display position when making a visit schedule for a regular customer (hereinafter referred to as a "main customer") who is not a dormant customer, and the latter is assumed as a method of designating a map display position when visiting the main customer's location. The reception unit 32 passes the accepted map display position to the acquisition unit 34.

The reception unit 32 also receives the designation of display conditions for dormant customers from the sales representative. Specifically, the reception unit 32 receives a selection of whether or not to display information on dormant customers when displaying a map of a predetermined range including the above map display position as a starting point on the display unit 40. When displaying information on dormant customers, the reception unit 32 displays a condition designation screen 42 on the display unit 40, for example, as shown in FIG. 7. In the example of FIG. 7, the condition designation screen 42 includes a condition designation area 44 for designating display conditions for dormant customers according to items in the dormant customer DB 24 stored in the management device 10, and a map display button 46. The condition designation area 44 includes a text box for inputting a person in charge ID, and a check box for selecting an option for each item. The sales representative enters his or her own person in charge ID in the text box and selects an option to be designated as a condition from each item. The example of FIG. 7 shows that the display conditions for dormant customers are "age in the 70s" and "valued amount of deposit is between 10 million and less than 30 million yen". When the map display button 46 is selected, the reception unit 32 receives the display conditions for dormant customers specified in the condition specification area 44 and passes them to the acquisition unit 34.

The items for which conditions can be specified in the condition specification area 44 are not limited to the example in FIG. 7, and may include other items such as non-contact period, annual income, and investment purpose. In this case, the items for which conditions can be specified in the condition specification area 44 may be stored in the dormant customer DB 24.

The reception unit 32 also receives the stay results from the sales representative. The reception of the stay results will be described later. The reception unit 32 transmits the received stay results to the management device 10. As a result, the stay probability in the stay behavior DB 26 is updated by the update unit 14 of the management device 10, as described above.

When the acquisition unit 34 receives the map display position and the display conditions of the dormant customer from the reception unit 32, it transmits the map display position and the display conditions of the dormant customer to the management device 10. As a result, as described above, the customer information and stay status of the dormant customer are transmitted from the provision unit 12 of the management device 10 to the staff terminal 30, and the acquisition unit 34 acquires the customer information and stay status of the dormant customer. The acquisition unit 34 transmits the acquired customer information and stay status of the dormant customer and the map display position received from the reception unit 32 to the display control unit 36.

The display control unit 36 displays a map of a specified range including the map display position on the display unit 40, and displays a mark colored with a rank according to the acquired customer information of the dormant customer and the display conditions at a position on the map corresponding to the location of the dormant customer.

Specifically, the display control unit 36 uses a map API (Application Programming Interface) or the like to obtain map data for a predetermined range including the map display position, and displays a map screen 48, for example as shown in FIG. 8, on the display unit 40. As described above, the location of the main customer who is scheduled to be visited or has been visited is specified as the map display position. Therefore, the map displayed on the map screen 48 is a map of the area around the location of the main customer.

More specifically, the display control unit 36 determines the color of the mark to be displayed on the map according to a specific item selected from each of the items selectable as the display condition and the rank based on the customer information of the dormant customer for that specific item. The color of the mark is preset, for example, as shown in FIG. 9. For example, in the example of FIG. 9, red is assigned to the item "Deposit evaluation amount", and the color of the mark is determined in stages such that the higher the deposit evaluation amount, the darker the red, and the lower the deposit evaluation amount, the lighter the red. Similarly, blue is assigned to the item "No contact period", and the color of the mark is determined in stages such that the longer the no contact period, the darker the blue, and the shorter the no contact period, the lighter the blue. Note that in FIG. 9, the difference in color, such as red and blue, and the difference in density are represented by different hatching. In this way, a different color is assigned to each of the multiple items (display conditions) as the color of the mark, and the shade of the color of the mark is changed according to the rank of the dormant customer for each item.

For example, assume that "deposit valuation amount" is set as a specific item, and the "deposit valuation amount" of the target dormant customer is 12 million yen. In this case, following the example of Figure 9, the display control unit 36 determines a color (e.g., red) associated with the "deposit valuation amount" and a shade of color associated with "less than 1,000,000,000 yen." As shown in Figure 8, the display control unit 36 displays a mark 50 of the determined color at a position on the map indicated by the latitude and longitude of the locations of dormant customers in the vicinity of the main customer. If the specific item is changed, the display control unit 36 changes the color of the mark 50 according to the changed specific item.

In this way, the sales representative can grasp the information of the dormant customer at a glance based on the color of the mark 50 displayed on the map. On the other hand, because a third party does not understand the meaning of the information indicated by the color of the mark 50, even if the sales representative displays the map screen 48 as shown in FIG. 8 on the display unit 40 of the sales representative terminal 30 while away from the office, it is possible to prevent information theft through peeking, etc., and to protect personal information. In addition, by changing specific items and checking the information of dormant customers for multiple conditions, it is possible to provide more useful information. For example, by switching between the display of two types of marks 50 for "deposit valuation amount" and "no contact period," it is possible to identify dormant customers who have a high probability of resuming transactions, such as dormant customers who have a high deposit valuation amount and have not been contacted for a long time.

The method of checking information on dormant customers for multiple conditions is not limited to switching between displays of the mark 50. For example, multiple conditions may be selectable as specific items, and one mark 50 may be assigned a color corresponding to the multiple selected specific items. For example, if "deposit valuation amount" and "non-contact period" are selected as specific items, the left half of the mark 50 may be displayed in a shade of red corresponding to the "deposit valuation amount," and the right half in a shade of blue corresponding to the "non-contact period."

When one of the marks 50 displayed on the map is selected, the display control unit 36 displays a pop-up screen 52 showing the customer information of the dormant customer corresponding to the mark 50, as shown in FIG. 10. In the example of FIG. 10, the pop-up screen 52 includes a route search button. When the route search button is selected, the display control unit 36 uses a route search API or the like to search for a route from the map display position (current location or planned visit location) to the location of the dormant customer corresponding to the selected mark 50, and displays it on the map.

The display control unit 36 also displays a time bar 54 for specifying a time on the map screen 48, as shown in FIG. 8. The sales representative uses the time bar 54 to specify a time, such as the planned time to visit a main customer or the planned end time of the visit. Based on the stay status transferred from the acquisition unit 34, the display control unit 36 places a display 56 of the stay probability for the time period including the time specified in the time bar 54 around the marks 50 displayed on the map for dormant customers corresponding to each of the marks 50. If the time specification is changed in the time bar 54, the display control unit 36 changes the display 56 of the stay probability in accordance with the changed time.

When "Register stay result" is selected from a menu or the like with any of the marks 50 selected, the display control unit 36 displays a pop-up screen 58 for registering the stay result, as shown in FIG. 11, for example. In the example of FIG. 11, the pop-up screen 58 includes a pull-down menu for selecting the visit time for the dormant customer corresponding to the selected mark 50, radio buttons for selecting whether the customer was present or absent, and a register button selected when confirming the registration. When the register button is pressed, the stay result including the customer ID and location category of the dormant customer corresponding to the selected mark 50 and the information selected on the pop-up screen 58 is accepted by the acceptance unit 32 and transmitted to the management device 10. Note that the stay result may be registered not only when visiting dormant customers, but also when visiting main customers.

The management device 10 can be realized, for example, by a computer 60 shown in FIG. 12. The computer 60 includes a CPU (Central Processing Unit) 61, a memory 62 as a temporary storage area, and a non-volatile storage unit 63. The computer 60 also includes an input/output device 64 such as an input unit and a display unit, and an R/W (Read/Write) unit 65 that controls the reading and writing of data from and to a storage medium 69. The computer 60 also includes a communication I/F (Interface) 66 that is connected to a network such as the Internet. The CPU 61, memory 62, storage unit 63, input/output device 64, R/W unit 65, and communication I/F 66 are connected to one another via a bus 67.

The storage unit 63 can be realized by a hard disk drive (HDD), a solid state drive (SSD), a flash memory, or the like. The storage unit 63 as a storage medium stores a management program 70 for causing the computer 60 to function as the management device 10. The management program 70 has a provision process 72 and an update process 74. The storage unit 63 also has an information storage area 80 in which information constituting each of the customer DB 22, the dormant customer DB 24, and the stay behavior DB 26 is stored.

The CPU 61 reads the management program 70 from the storage unit 63, expands it in the memory 62, and sequentially executes the processes of the management program 70. The CPU 61 operates as the providing unit 12 shown in FIG. 2 by executing the providing process 72. The CPU 61 also operates as the updating unit 14 shown in FIG. 2 by executing the updating process 74. The CPU 61 also reads information from the information storage area 80, and expands each of the customer DB 22, dormant customer DB 24, and staying behavior DB 26 in the memory 62. In this way, the computer 60 that has executed the management program 70 functions as the management device 10. The CPU 61 that executes the program is hardware.

The staff terminal 30 can be realized, for example, by a computer 90 shown in FIG. 13. The computer 90 includes a CPU 91, a memory 92 as a temporary storage area, and a non-volatile storage unit 93. The computer 90 also includes an input/output device 94 such as an input unit and a display unit 40, an R/W unit 95 that controls the reading and writing of data from and to a storage medium 99, and a communication I/F 96 that is connected to a network such as the Internet. The CPU 91, memory 92, storage unit 93, input/output device 94, R/W unit 95, and communication I/F 96 are connected to one another via a bus 97.

The storage unit 93 can be realized by a HDD, SSD, flash memory, etc. The storage unit 93 as a storage medium stores a staff member terminal program 100 for causing the computer 90 to function as the staff member terminal 30. The staff member terminal program 100 has a reception process 102, an acquisition process 104, and a display control process 106.

The CPU 91 reads the person in charge terminal program 100 from the storage unit 93, expands it in the memory 92, and sequentially executes the processes of the person in charge terminal program 100. The CPU 91 operates as the reception unit 32 shown in FIG. 6 by executing the reception process 102. The CPU 91 also operates as the acquisition unit 34 shown in FIG. 6 by executing the acquisition process 104. The CPU 91 also operates as the display control unit 36 shown in FIG. 6 by executing the display control process 106. In this way, the computer 90 that has executed the person in charge terminal program 100 functions as the person in charge terminal 30. The CPU 91 that executes the program is hardware.

Each of the management program 70 and the person in charge terminal program 100 is an example of an information processing program of the disclosed technology. In addition, the functions realized by each of the management program 70 and the person in charge terminal program 100 can also be realized by, for example, a semiconductor integrated circuit, more specifically, an ASIC (Application Specific Integrated Circuit), etc.

Next, the operation of the information processing system 110 according to this embodiment will be described. When an application provided by the information processing system 110 is launched on the staff terminal 30 and a map display menu is selected, the staff terminal 30 executes the dormant customer display process shown in FIG. 14. In addition, the management device 10 executes the provision process shown in FIG. 15. When a stay result registration menu is selected on the staff terminal 30, the staff terminal 30 executes the registration process shown in FIG. 16, and the management device 10 executes the update process shown in FIG. 17. Each of the dormant customer display process, provision process, registration process, and update process will be described in detail below. Note that each process is an example of an information processing method of the disclosed technology.

First, we will explain the dormant customer display process shown in Figure 14.

In step S10, the reception unit 32 receives, from the sales representative operating the sales representative terminal 30, the location of the main customer to be visited, or the current location if the sales representative is visiting the main customer, as the map display position.

Next, in step S12, the reception unit 32 displays a condition specification screen 42, for example as shown in FIG. 7, on the display unit 40. Then, when the map display button 46 on the condition specification screen 42 is selected, the reception unit 32 accepts the display conditions for dormant customers specified in the condition specification area 44.

Next, in step S14, the acquisition unit 34 receives the map display position and the display conditions of the dormant customers from the reception unit 32, and transmits the map display position and the display conditions of the dormant customers to the management device 10. As a result, the acquisition unit 34 acquires customer information and the stay status of dormant customers in the vicinity of the location of the main customer from the provision unit 12 of the management device 10.

Next, in step S16, the display control unit 36 uses a map API or the like to obtain map data for a predetermined range including the map display position accepted in step S10, and displays a map on the map screen 48 on the display unit 40, for example, as shown in FIG. 8.

Next, in step S18, the display control unit 36 determines the color of the mark 50 based on the color corresponding to the selected specific item and the shade corresponding to the rank of the specific item based on the customer information of the dormant customer. Note that the "selected specific item" in this step the first time may be a specific item explicitly selected by a sales representative, or may be an initial specific item that has been set in advance (e.g., "valued amount of deposit").

Next, in step S20, the display control unit 36 displays a mark 50 in the color determined in step S18 above at a position on the map indicated by the latitude and longitude of the location of the dormant customer included in the stay status acquired in step S14 above.

Next, in step S22, the display control unit 36 displays a time bar 54 for specifying a time on the map screen 48. Note that the initial display of the time bar 54 can be in a state in which the current time is specified. Then, based on the stay status acquired in step S14 above, the display control unit 36 places an indication 56 of the stay probability for the time period including the time specified in the time bar 54 around the marks 50 for the dormant customers corresponding to each of the marks 50 displayed on the map.

Next, in step S24, the display control unit 36 determines whether the sales representative selected a menu for changing the specific item and changed the specific item. If the specific item was changed, the process returns to step S18, and the display control unit 36 determines the color of the mark 50 according to the changed specific item. If the specific item was not changed, the process proceeds to step S26.

In step S26, the display control unit 36 determines whether the sales representative has slid the time bar 54 to change the time designation. If the time designation has been changed, the process returns to step S22, and the display control unit 36 changes the display 56 of the stay probability according to the changed time.

If the application is closed or another menu is selected without changing the specific item and time designation, the dormant customer display process ends.

Next, we will explain the provision process shown in Figure 15.

In step S30, the providing unit 12 acquires the map display position and the display conditions for dormant customers sent from the staff member terminal 30.

Next, in step S32, the providing unit 12 refers to the "latitude and longitude" in the staying behavior DB 26 to extract customers whose locations are within a specified distance from the map display position acquired in step S30. In addition, the providing unit 12 further narrows down and extracts dormant customers who meet the display conditions for dormant customers acquired in step S30 from the dormant customer DB 24, among the customers extracted based on the map display position.

Next, in step S34, the providing unit 12 obtains customer information linked to the customer ID of the dormant customer extracted in step S32 from the customer DB 22, and obtains the stay status linked to the customer ID from the stay status DB 26. The providing unit 12 then transmits the obtained customer information and stay status of the dormant customer to the staff terminal 30, and the providing process ends.

Next, we will explain the registration process shown in Figure 16.

In step S40, the display control unit 36 displays a pop-up screen 58 for registering the stay results, as shown in FIG. 11, for example. Then, when the registration button on the pop-up screen 58 is pressed, the reception unit 32 receives the stay results including the customer ID and location category of the dormant customer corresponding to the selected mark 50, and the visit time and stay or absence information selected on the pop-up screen 58.

Next, in step S42, the reception unit 32 transmits the stay results received in step S40 to the management device 10, and the registration process ends.

Next, we will explain the update process shown in Figure 17.

In step S50, the update unit 14 acquires the stay results sent from the person in charge terminal 30.

Next, in step S52, the update unit 14 updates the "stay probability" for the relevant time period in the stay status DB 26, which corresponds to the relevant "customer ID" and "location category", based on the stay result acquired in step S50, and the update process ends.

As described above, according to the information processing system of this embodiment, the salesperson's terminal accepts the designation of the position (map display position) on the map to be displayed and the designation of the conditions (display conditions) for the dormant customers to be displayed, and transmits them to the management device. The management device acquires information on dormant customers whose locations are within a specified distance from the map display position and meet the display conditions, and transmits it to the salesperson's terminal. The salesperson's terminal displays a map of a specified range starting from the map display position on the display unit, and displays a mark colored with a rank according to the acquired customer information of the dormant customer and the display conditions at the position on the map corresponding to the location of the dormant customer. This makes it possible to provide the salesperson with information useful for sales activities to dormant customers in the vicinity of the main customer when planning a visit to the main customer or during the visit, while protecting personal information. Based on the provided information, the salesperson can make a plan to visit the dormant customer while visiting the main customer, and can effectively support sales activities to dormant customers.

In addition, by displaying the probability that a dormant customer will stay at the location indicated by the mark displayed on the map, it is possible to prevent sales activities from being wasted due to a dormant customer not being present when visited. Furthermore, the accuracy of this probability of stay can be improved by updating it based on the results of the visit during the actual visit.

In addition, by making it possible to narrow down the conditions for dormant customers to be marked on the map, it becomes easier to identify dormant customers who are useful for sales activities, such as dormant customers who are likely to resume transactions.

In the above embodiment, a case has been described in which the staff terminal acquires customer information of dormant customers whose locations are located near the map display position and who meet the display conditions for dormant customers from the management device, but this is not limited to the above. For example, only the map display position may be transmitted from the staff terminal to the management device, and the staff terminal may acquire customer information of dormant customers whose locations are located near the map display position from the management device. In this case, the staff terminal may extract dormant customers who meet the display conditions specified by the sales staff from the acquired customer information of dormant customers, and display marks on the map for the extracted dormant customers.

In addition, in the above embodiment, sales support for sales representatives of a securities company is described as an example, but the disclosed technology can also be applied to sales support in other industries. In that case, items that are useful information for sales support to dormant customers can be managed as display conditions according to the industry.

In the above embodiment, the management program and the person in charge terminal program are described as being pre-stored (installed) in the storage unit, but this is not limiting. The program according to the disclosed technology can also be provided in a form stored in a storage medium such as a CD-ROM, DVD-ROM, or USB memory.

The following notes are further provided with respect to the above embodiment.

(Appendix 1)
Accepts location information and conditions for the customers to be displayed,
Transmitting the received location information to a management device, and acquiring information on customers whose locations are within a predetermined distance from the location from the management device;
An information processing program for causing a computer to execute a process including displaying a map of a predetermined range including the location on a display unit, and displaying the acquired customer information and a manner according to the conditions at a position on the map corresponding to the customer's location.

(Appendix 2)
2. The information processing program according to claim 1, wherein the display of the customer information and the manner in accordance with the conditions is a mark colored according to a rank in accordance with the customer information and the conditions.

(Appendix 3)
The information processing program according to claim 1 or 2, wherein the customer is a dormant customer.

(Appendix 4)
An information processing program described in any one of Appendix 1 to Appendix 3, which transmits the conditions to the management device together with the location information, and obtains from the management device information on customers whose locations are within a predetermined distance from the location and whose customer information meets the conditions.

(Appendix 5)
An information processing program according to any one of claims 1 to 4, which displays the customer's stay habits at the location.

(Appendix 6)
The information processing program according to claim 5, wherein the stay behavior is a probability for each time period that the customer stays at the location.

(Appendix 7)
An information processing program as described in Appendix 6, in which the probability is updated based on information registered during a past visit indicating whether or not the customer stayed at the location.

(Appendix 8)
3. The information processing program according to claim 2, wherein the color of the mark is changed depending on the rank of the customer with respect to the condition.

(Appendix 9)
9. The information processing program according to claim 8, wherein when the condition includes a plurality of conditions, a different color is assigned as the color of the mark to each of the plurality of conditions.

(Appendix 10)
The information processing program according to any one of claims 1 to 9, wherein the conditions include at least one of a trading history and the number of days since the last contact date.

(Appendix 11)
a reception unit for receiving information on a location and a specification of conditions for customers to be displayed;
an acquisition unit that transmits the received location information to a management device and acquires, from the management device, information on customers whose locations are within a predetermined distance from the location;
a display control unit that displays a map of a predetermined range including the location on a display unit, and displays the acquired information of the customer and a display mode according to the condition at a location on the map that corresponds to the location of the customer;
An information processing device comprising:

(Appendix 12)
12. The information processing device according to claim 11, wherein the display of the customer information and the manner in accordance with the conditions is a mark colored according to a rank in accordance with the customer information and the conditions.

(Appendix 13)
The information processing device according to claim 11 or 12, wherein the customer is a dormant customer.

(Appendix 14)
An information processing device described in any one of Appendices 11 to 13, wherein the acquisition unit transmits the conditions to the management device along with the location information, and acquires from the management device information on customers whose locations are within a predetermined distance from the location and whose customer information meets the conditions.

(Appendix 15)
The information processing device according to any one of claims 11 to 14, wherein the display control unit displays the customer's stay behavior at the location.

(Appendix 16)
16. The information processing device according to claim 15, wherein the stay behavior is a probability for each time period that the customer stays at the location.

(Appendix 17)
The information processing device of claim 16, wherein the probability is updated based on information registered during a past visit indicating whether the customer stayed at the location.

(Appendix 18)
Accepts location information and conditions for the customers to be displayed,
Transmitting the received location information to a management device, and acquiring information on customers whose locations are within a predetermined distance from the location from the management device;
An information processing method in which a computer executes a process including: displaying a map of a predetermined range including the location on a display unit; and displaying the acquired customer information and a manner according to the conditions at a position on the map corresponding to the customer's location.

(Appendix 19)
a reception unit for receiving information on a location and a specification of conditions for customers to be displayed;
an acquisition unit that transmits the received location information to a management device and acquires, from the management device, information on customers whose locations are within a predetermined distance from the location;
a display control unit that displays a map of a predetermined range including the location on a display unit and displays the acquired information of the customer and a display mode according to the condition at a location on the map corresponding to the location of the customer;
a management device including a providing unit that extracts information on customers whose locations are within a predetermined distance from the location from a storage unit that stores information including the customer's location based on the location information transmitted from the terminal, and provides the information to the terminal;
An information processing system comprising:

(Appendix 20)
Accepts location information and conditions for the customers to be displayed,
Transmitting the received location information to a management device, and acquiring information on customers whose locations are within a predetermined distance from the location from the management device;
A storage medium storing an information processing program for causing a computer to execute a process including displaying a map of a predetermined range including the location on a display unit, and displaying the acquired customer information and a state according to the conditions at a position on the map corresponding to the customer's location.

10 Management device 12 Providing unit 14 Updating unit 22 Customer DB
24 Dormant customer database
26 Stay status DB
Reference Signs List 30 Person in Charge Terminal 32 Reception Unit 34 Acquisition Unit 36 Display Control Unit 40 Display Unit 42 Condition Designation Screen 44 Condition Designation Area 46 Map Display Button 48 Map Screen 50 Mark 52 Pop-up Screen Showing Customer Information of Inactive Customers 54 Time Bar 56 Stay Probability Display 58 Pop-up screen for registering the stay result 60, 90 Computer 61, 91 CPU
62, 92 Memory 63, 93 Storage unit 69, 99 Storage medium 70 Management program 100 Person in charge terminal program 110 Information processing system

Claims (12)

Accepts location information and conditions for the customers to be displayed,
Transmitting the received location information to a management device, and acquiring information on customers whose locations are within a predetermined distance from the location from the management device;
A map of a predetermined range including the location is displayed on a display unit, and the acquired information of the customer and a state according to the condition are displayed at a location on the map corresponding to the location of the customer, and the staying status of the customer with respect to the location is displayed.
An information processing program for causing a computer to execute processing including the above. The information processing program according to claim 1, characterized in that the display of the customer information and the behavior according to the conditions is a mark colored according to a rank according to the customer information and the conditions. The information processing program according to claim 1 or 2, characterized in that the customer is a dormant customer. The information processing program according to any one of claims 1 to 3, which transmits the condition to the management device together with the location information, and obtains information on customers whose locations are within a predetermined distance from the location and whose customer information matches the condition from the management device. The information processing program according to claim 1 , wherein the stay behavior is a probability for each time period that the customer stays at the location. The information processing program according to claim 5 , wherein the probability is updated based on information indicating whether the customer stayed at the location, the information being registered during a past visit. The information processing program according to claim 2, which changes the shade of the color of the mark depending on the rank of the customer with respect to the condition. The information processing program according to claim 7 , wherein when the condition includes a plurality of conditions, a different color is assigned as a color of the mark to each of the plurality of conditions. 9. The information processing program according to claim 1, wherein the conditions include at least one of a trading history and the number of days since the last contact. a reception unit for receiving information on a location and a specification of conditions for customers to be displayed;
an acquisition unit that transmits the received location information to a management device and acquires, from the management device, information on customers whose locations are within a predetermined distance from the location;
a display control unit that displays a map of a predetermined range including the location on a display unit, displays the acquired information of the customer and a state according to the conditions at a location on the map corresponding to the location of the customer, and displays the staying behavior of the customer relative to the location ;
An information processing device comprising: Accepts location information and conditions for the customers to be displayed,
Transmitting the received location information to a management device, and acquiring information on customers whose locations are within a predetermined distance from the location from the management device;
A map of a predetermined range including the location is displayed on a display unit, and the acquired information of the customer and a state according to the condition are displayed at a location on the map corresponding to the location of the customer, and the staying status of the customer with respect to the location is displayed.
An information processing method in which a computer executes a process including the steps of: a reception unit for receiving information on a location and a specification of conditions for customers to be displayed;
an acquisition unit that transmits the received location information to a management device and acquires, from the management device, information on customers whose locations are within a predetermined distance from the location;
a display control unit that displays a map of a predetermined range including the location on a display unit, displays the acquired information of the customer and a state according to the conditions at a location on the map corresponding to the customer's location, and displays the customer's staying behavior relative to the location;
a management device including a providing unit that extracts information on customers whose locations are within a predetermined distance from the location from a storage unit that stores information including the customer's location based on the location information transmitted from the terminal, and provides the information to the terminal;
An information processing system comprising: