KR20100078493A

KR20100078493A - Sales statistical analytic and productivity service system based upon website and method thereof and media that can record computer program sources for method the same

Info

Publication number: KR20100078493A
Application number: KR1020080136772A
Authority: KR
Inventors: 서대규
Original assignee: 주식회사 큐오시스템즈
Priority date: 2008-12-30
Filing date: 2008-12-30
Publication date: 2010-07-08

Abstract

PURPOSE: A system for analyzing and calculating sales statistics based on a web site and a method thereof, and a recording medium storing a computer program for the method are provided to analyze and extract statistical data through a sales and marketing analysis algorithm, thereby quickly obtaining desired statistical data in real time. CONSTITUTION: An FP(Financial Planner) PC logs in a sales statistic analyzing and calculating service system. The FP PC inputs customer information to a customer database(S25). The sales statistic system analyzes and stores statistical data through a sales and marketing analysis algorithm(S30). The FP PC requests the statistical data after setting analyzing items and extracting items of desired statistical data(S40). The sales statistic system calculates requested statistical data according to the set value. The calculated requested statistical data are processed and outputted(S60).

Description

Sales Statistical Analytic and Productivity Service System Based upon Website and Method about and Media that can Record Computer Program Sources for Method the same}

The present invention relates to a website-based sales statistics analysis and calculation service system, and a method and a recording medium storing a computer program for the method. More specifically, the Financial Planer (FP) (or salesperson) Based on the analysis items and the extraction items set by), the sales and marketing analysis algorithm based on customer information allows real-time analysis and extraction of statistical data, so that FP can quickly obtain the desired statistics in real time. The present invention relates to a sales statistics analysis and calculation service system, and a method and a recording medium storing a computer program for the method.

Today, due to the proliferation of personal mobile communication and the Internet, various insurance and financial related services provided through a branch visit by a conventional subscriber or a subscriber visit by an insurance agent (an insurance company employee) are on-line based services. These online-based insurance information services are being developed and provided as a key element of customer relationship management (CRM) management techniques.

The online-based insurance information providing service is mainly based on Internet-based insurance company website operation and e-mail sending, SMS based on a commercial mobile communication network, that is, a personal communication network (PCN). (Short Message Service) and data transfer service through WAP (Wireless Application Protocol).

Conventional prior art related to the online-based insurance information service is as follows.

Patent Publication No. 2001-0090116 (hereinafter referred to as 'Prior Technology 1') relates to an Internet-based insurance sales and shopping mall operation method that combines insurance sales through an existing insurance agent / agent and internet-based electronic commerce. Patent Publication No. 2002-0035405 (hereinafter referred to as 'Prior Art 2') integrates and manages the insurance details of members and their families, and enables them to view the insurance details. All insurance companies have published information on the integrated insurance management system and method using the Internet that can search for the insurance member's insurance coverage from the insurance company's DB, and can act as a collective payment claim and necessary procedures, published in Korean Patent Publication No. 2005-0018934 ( Hereinafter, referred to as 'prior art 3'), the insurance agent directly inputs or selects the service data provided to the subscriber through mobile communication through the Internet. So by and published for the insurance customer relationship management method using the mobile communication and the Internet to maximize customer care.

However, in the prior arts 1 to 3, the salesperson has a function of searching the customer information stored in the DB or the server online, but the salesperson can analyze or extract the statistical data he / she wants by setting the search item or the extraction item. There was no function.

In addition, the statistics shown by the Korea National Statistical Office and associations / academic societies, it was difficult to immediately reflect the market environment as the time to aggregate and the complexity of the statistical data was very inconvenient to find the data desired by the user.

The present invention has been proposed to solve the above technical problem, and through the sales and marketing analysis algorithm based on the customer information according to the analysis items and extraction items set by the Financial Planer (FP) (or sales person) By providing real-time analysis and extraction of statistical data, website-based sales statistical analysis and calculation service system and method and method thereof, which FP can quickly obtain desired statistical data in real time and react sensitively to changes in market environment. The purpose is to provide a recording medium storing a computer program for the method.

In addition, another object of the present invention is a website-based sales statistics analysis and calculation service system capable of continuous statistical analysis by accumulating data in association with existing data, and a method and a recording medium storing a computer program for the method. To provide.

In addition, another object of the present invention is a website-based sales statistics analysis and calculation service system and method and method therefor that allows the FP to change the drawing format of the statistical data output on the screen or to edit the screen configuration. It is to provide a recording medium storing a computer program for the.

In addition, another object of the present invention is to support a user can easily and quickly use the website-based sales statistics analysis by allowing the user to use a variety of statistical data according to a predetermined format and format when the FP has a lot of items set And a recording medium storing a calculation service system, a method thereof, and a computer program for the method.

In addition, another object of the present invention is to select the analysis items and extraction items to obtain the desired statistics FP, the extraction items are activated or activated according to the selected analysis items (customer statistics analysis, group statistics analysis, sales representative statistics analysis) To provide a website-based sales statistics analysis and calculation service system that is inactive and changes the details of the extracted items, and a method and a recording medium storing a computer program for the method.

In addition, another object of the present invention is the basic information, including age, sex, region, marital status, occupation, assets, automobiles, dependents, and additional information including hobbies, specialties, education, military history, hospital history, career Website-based sales statistics analysis and calculation service that provides personality information including interests, preferences, cultural codes, political tendencies, group information including region, performance, business hours, and extracts including sales and marketing information. The present invention provides a recording medium storing a system, a method thereof, and a computer program for the method.

As a means for solving the above-mentioned problems, the website-based sales statistics analysis and calculation service method according to the present invention, as described in claim 1, (a) sales statistics analysis in FP (business person) PC And logging in to a calculation service system (sales statistics system); (b) inputting customer information into a customer DB in the FP PC; (c) analyzing and storing statistical data through a sales and marketing analysis algorithm based on the customer information in the sales statistics system; (d) requesting statistical data (request statistics) after setting analysis items and extraction items (elements) of desired statistical data in the FP PC; And (e) calculating the request statistics data according to the value set in the FP PC based on the customer information in the sales statistics system, processing the calculated request statistics data, and outputting and storing them on the screen of the FP PC. It includes;

The sales statistic analysis and calculation service method, as described in claim 2, supports changing the drawing format of the requested statistical data output on the screen from the FP PC or editing the screen configuration. It is done.

As described in claim 3, the sales statistics analysis and calculation service method is performed using a predetermined format and format when the items set (selected) in the financial planner PC are larger than the reference number. It is characterized by calculating the data.

The elements include, as described in claim 4, basic information, including age, sex, region, marital status, occupation, assets, automobiles, dependents; Additional information including hobbies, skills, education, military history, hospital history and career; And customer information analysis elements including interest information, preference information, cultural code, and political inclination; Group statistical analysis elements with group information including region, performance, and hours of operation; And salesperson statistical analysis elements having sales & marketing information.

In the sales statistics analysis and calculation service method, as described in claim 5, at least one or more customer PCs are connected to the sales statistics system, and the customer PCs directly PR the PR spaces disclosed in the FP PC. Producing or decorating a space or consulting through the two-way communication with the FP PC through a bulletin board or searching for their contract and product history; characterized in that it further comprises a.

In the sales statistics analysis and calculation service method, as described in claim 6, the sales statistics system receives FP information including basic information, additional information, sales & marketing information, and statistical analysis information from the FP PC. Stored in the sales person DB, the basic information includes the name, age, gender, region, marital status, affiliated company, the additional information includes handling products, career & history, certification, specialty, education, the sales & Marketing information includes consultation customer information, sales related information, product related information, schedule related information, the statistical analysis information includes corporate information, organization & team information, sales performance information, schedule related information The data includes sales and marketing information and insurance and financial salesperson information that are analyzed through linkage with the statistical analysis and calculation module. The.

In the sales statistics analysis and calculation service method, as described in claim 7, the sales statistics system receives customer information including basic information, additional information, characteristic information, and statistical analysis information from the FP PC in a customer DB. The basic information includes age, sex, region, marital status, occupation, assets, automobiles, dependents, and the additional information includes hobbies, specialties, education, military history, hospital history, and career. The characteristic information includes an interest field, a preference, a culture code, and a political tendency, and the statistical analysis information includes data analyzed by linking information of customers with a statistical module.

In addition, as a means for solving the above-described problems, the website-based sales statistics analysis and calculation service system according to the present invention, as described in claim 8, the business for storing the information of the sales person (FP) DB with; A customer DB for storing customer information (customer information); News & Information & Financial DB to store various information; An organization management system (operation management module) that supports and manages functions including group general management, rank service, statistical analysis and calculation in group units through interworking with the sales DB and the sales main module; Address book, SMS, MMS, E-mail, DM delivery, schedule (to manage meetings with customers) through the linkage between the operation management module and the salesperson DB to maintain and monitor the relationship with the customer A sales main module for providing a service including scheduling, and storing the customer information in the customer DB; Interworking with the salesperson DB, customer DB, news & information & financial DB, and analyzing and storing the statistical data through sales and marketing analysis algorithm based on the customer information, and from the salesman by requesting the statistical data of the salesperson A statistical analysis and calculation module for calculating and storing statistical data (requested statistical data) based on the customer information according to the received analysis item and extraction item (element); And a blog (Blog) that provides a service that can be used by the salesperson to promote themselves, advertise a product, and serve as a customer consultation window through interworking with the salesperson DB.

The sales statistics analysis and calculation service system includes a schedule management menu for providing a sales schedule management service as described in claim 9; A customer management menu that provides services including address book, SMS, MMS, E-mail, and DM delivery to attract, maintain, and monitor meetings with customers; A marketing management menu providing an education support service function through information search and storage necessary for sales and marketing, statistical analysis and calculation, and marketing case analysis; A blog and homepage management menu that provides a service for salespeople to promote themselves, advertise products, and serve as a window for customer consultation; An organization management menu that provides services including general organization management, sales related rankings, sales performance statistics, and sales management statistics necessary for the management of organizational units; And a report management menu for providing a service including report production, editing, and output management required for report management.

The sales statistical analysis and calculation service system accesses the sales mail module or the marketing management menu as described in claim 10, inputs the customer information, and sets an analysis item and an extraction item (element). Requesting the desired statistical data, and changing the drawing format of the requested statistical data or editing the screen configuration; at least one or more Financial Planer (FP) PC; characterized in that it further comprises.

As described in claim 11, the element is activated or deactivated according to an analysis item selected from customer statistics analysis, group statistics analysis, sales representative analysis, and the details of the details are changed. Basic information items, including age, gender, geography, marital status, occupation, assets, automobiles and dependents; Additional information items, including hobbies, skills, education, military history, hospital history, and career; Characteristic information items, including interests, preferences, cultural codes, and political orientations; Group information items including region, performance, and hours of operation; And a sales & marketing information item.

The sales statistics analysis and calculation service system accesses the blog or the blog and homepage management menu or the news & information & financial DB as described in claim 12, and the user in the PR space opened by the sales person. It is characterized in that it further comprises at least one or more customer PC to directly make and decorate a PR space or to consult through the two-way communication with the sales person through a bulletin board or search their contract details and product details .

The salesperson DB, as described in claim 13, includes basic information including name, age, sex, region, marital status, and affiliated company; Additional information including product handling, career & history, qualifications, specialties, and education; Sales & marketing information including consultation customer related information, sales related information, product related information, and schedule related information; Sales & marketing information including company related information, organization & team related information, sales performance related information, and schedule related information; And statistical analysis information for handling the data analyzed by linking the insurance & finance-related salespersons with the statistical analysis and calculation module.

As described in claim 14, the customer DB includes basic information including age, sex, region, marital status, occupation, asset, automobile, and dependent family; Additional information, including hobbies, skills, education, military history, hospital history, and career; Characteristic information, including interests, preferences, cultural codes, and political orientations; And statistical analysis information for handling data analyzed by linking the information of the customers with the statistical module.

The blog has a function of producing and decorating a PR space by the user himself, as described in claim 15; A function of supporting two-way communication with a customer through a consultation board; And a function of inquiring contract details and subscription product details.

In addition, as a means for solving the above-mentioned problems, a recording medium storing a computer program for a website-based sales statistics analysis and calculation service method according to the present invention, as described in claim 16, claim A computer program according to any one of claims 1 to 7 is stored.

According to the website-based sales statistics analysis and calculation service system according to the present invention, and a method and a recording medium storing a computer program for the method, statistics are calculated based on information input in real time. Respond sensitively and quickly deliver new statistical information to your customers. In addition, as the input data increases over time, the reliability and accuracy of the statistical information increases. Accumulation of data also accumulates in conjunction with existing data, enabling continuous statistical analysis.

Hereinafter, exemplary embodiments of the present invention will be described in detail with reference to the accompanying drawings. In describing the embodiments of the present invention, the same reference numerals will be used for components having the same functions and functions.

Sales statistics analysis and calculation service system

1 is a block diagram of a website-based sales statistics analysis and calculation service system according to a preferred embodiment of the present invention.

As shown in FIG. 1, the website-based sales statistics analysis and calculation service system 100 includes a sales main module 110, a grouping management system 120, and statistical analysis. And calculation module 130, Blog 140, Business People DB 150, Customer DB 160, News & Information & Financial A plurality of Financial Planer (FP) PCs 10 including a DB 170 and accessing the sales main module 110 via the Internet, and the organization management system 120 through the Internet. A plurality of FP group PCs 20 to be connected and a Customer PC 30 to access the blog 140 and the News & Information & Financial DB 170 through the Internet are configured.

First, the sales main module 110 is a module that is in charge of a general function of customer relationship management (CRM). The sales main module 110 is connected to the organization management system 120, the salesperson DB 150, and the customer DB 160 through SMS (Short Massaging Service) and MMS (Multimedia). Massaging Service; service that can send and receive various contents such as long text, graphic, photo, music, video), email (E-mail), schedule (Scheduling; schedule management, notification, reservation action, schedule management by unit) Etc.) to provide the services necessary to attract or maintain relationships with customers in sales and marketing. This part is currently serviced by a number of companies, but each is very independent and is not specialized or optimized for insurance and finance-related salespeople.

The organization management system 120 is an operation management module for managing a group, and the organization general management, rank service (Rank), through the linkage between the sales main module 110 and the sales person DB (150), Functions such as statistical analysis and calculation. Herein, the general management of the organization includes basic management elements required for an organizational unit such as personnel, general affairs, and performance. The rank service supports the improvement of sales efficiency by displaying the rankings based on the factors of each element, for example, a product, a time, a region, a branch, and the like. The statistical analysis and calculation support elementary statistical analysis to support group marketing by small teams or branches.

If the management system of the conventional insurance and financial industry is for the purpose of managing the employees of the enterprise, the organization management system 120 of the present invention is a management system of the type supported by the group unit to better sales and marketing.

The statistical analysis and calculation module 130 is a module that analyzes data and calculates statistics, and is an important element supporting overall services. When connected to the salesperson DB 150, the customer DB 160, the news & information & financial DB 170, and data for each element is input as requested, the output is provided through an internal statistical algorithm. . At this time, the statistical algorithm exists in various ways based on the theory of social statistics. It extracts the specialized statistical algorithms related to sales and marketing, and includes processing techniques optimized for sales and marketing strategies related to insurance & finance.

The blog 140 is a comprehensive PR space that provides a history, product introduction, information, etc. of insurance and finance-related salesperson, and operates in conjunction with the salesperson DB 150. Existing services such as Cyworld's mini homepage and Naver's blog only share information or data and support only bulletin board services. What sets this apart is that when a customer enters his or her own information, he or she can consult a sales representative or look up a contract.

The sales person DB 150 is a database in which insurance and finance related salesman information is stored. The sales main module 110, the organization management system 120, the statistical analysis and calculation module 130, and the blog ( It operates in conjunction with 140). The salesperson information stored in the salesperson DB 150 is divided into basic information, additional information, sales & marketing information, group information, statistical analysis information, and the like. The basic information includes a name, age, gender, region, marital status, affiliation, and the like. The additional information includes handling products, experience & history, certifications, specialty fields, education, and the like. The sales & marketing information includes consultation customer related information, sales related information, product related information, and schedule related information. The group information includes company related information, organization & team related information, business performance related information, schedule related information, and the like. The statistical analysis information handles the data analyzed by linking the information of the insurance & finance-related sales person with the statistical module.

The customer DB 160 is a database in which customer information is stored and operates in conjunction with the sales main module 110 and the statistical analysis and calculation module 130. The information of customers stored in the customer DB 160 is divided into basic information, additional information, characteristic information, statistical analysis information, and the like. The basic information includes age, gender, region, marital status, occupation, assets, automobiles, dependents, and the like. The additional information includes hobbies, specialties, education, military history, hospital history, career, and the like. The characteristic information may be of interest, preference, culture code, political tendency, and the like. The statistical analysis information handles the data analyzed by linking the information of the customer with the statistical module.

The news & information & financial DB 170 is a database in which various kinds of information are stored and operates in conjunction with the statistical analysis and calculation module 130. Information stored in the news & information & financial DB 170 includes information provided by associations, societies, related organizations, government agencies, etc., information & news provided by a web portal site.

Sales Service Menu Tree

2 is a diagram illustrating a sales service menu tree of a sales statistics analysis and calculation service system.

As shown in FIG. 2, the sales service menu tree includes scheduling management 210, customer relationship management 220, marketing management 230, blog and homepage management. 240, a grouping management 250, a reporting management 260, and the like.

The schedule management 210 is a menu for providing a business schedule management service. It includes functions such as year / quarter / month / day schedule management 211, week / day / time schedule management 212, schedule history management 213, and the like.

The customer management 220 is a menu that provides related services to attract and maintain the relationship with the customer and to maintain a steady monitoring. It includes functions such as customer registration (address book) 221, SMS, MMS sending 222, e-mail sending 223, DM sending 224, and the like.

The marketing management 230 is a menu for providing information and management services necessary for sales and marketing. Data search and storage service (231) to search and store the desired data to use as your own data, statistical analysis and calculation service (232) to provide statistical analysis data by receiving optional elements, education support through marketing case analysis It includes functions such as services.

The blog & homepage management (240) is a menu that provides a service that can be used as a window of customer counseling promotion and advertising products related to insurance and finance business customers. The user can directly create and decorate PR spaces (241), the ability to support two-way communication with the customer through the bulletin board (242), the ability to query the details of the contract and subscription products (243) And the like.

The group management 250 is a menu for providing a service required for managing an organizational unit. General management function (251) to support general management of the organization such as human resources and general affairs, statistical analysis and calculation function (252) to provide sales performance statistics and sales management-related statistics, and rank (RANK) service that aggregates sales-related rankings Function 253 and the like.

The report management 260 is a menu for providing a service required for report management. A report production and editing function 261 for producing and editing a report, an output management function 262 for outputting a report, and the like.

When the customer uses the service menu, the general customer can create and decorate the PR space directly in the PR space opened by the salesperson related to insurance & finance industry through the blog 140, and also consult with the salesperson. can do. In addition, the general customer can search his subscription and product history through the news & information & financial DB 170 with various conditions.

Sales statistics analysis and calculation service method

3 is a flowchart illustrating a website-based sales statistics analysis and calculation service method according to an exemplary embodiment of the present invention.

The sales statistics analysis and calculation service method will be described below with reference to FIGS. 1 and 3.

First, the financial planner (FP) PC 10 is connected to the sales statistics analysis and calculation service system 100 to obtain authentication through a login process (step S10).

The sales report management service system 100 receives basic information, additional information, sales & marketing information, statistical analysis information, etc. of the FP from the FP PC 10 logging in for the first time, and receives the sales DB (150). ).

Here, the basic information includes the name, age, gender, region, marital status, affiliated company, the additional information includes handling products, career & history, qualifications, specialty, education, the sales and marketing information counseling Including customer related information, sales related information, product related information, schedule related information, the statistical analysis information includes sales & marketing information including corporate related information, organization & team related information, sales performance related information, schedule related information and The information of insurance & finance related salespersons includes data analyzed through linkage with statistical analysis and calculation module.

Next, the FP PC 10 logged in to the sales statistics analysis and calculation service system 100 searches for whether there is customer information of the sales target (step S20), and if there is no customer information of the sales target (step S20). No in S20) After entering customer information including basic information, additional information, and characteristic information (step S25), go to the next step S30, and if there is customer information of the business target (YES in step S20). The process goes to step S30. In this case, the sales statistical analysis and calculation service system 100 stores the customer information input from the FP PC 10 in the customer DB 160.

Here, the basic information includes age, sex, region, marital status, occupation, assets, automobiles, dependents, etc. The additional information includes hobbies, specialties, education, military history, hospital history, career, etc. The characteristic information includes interests, preferences, cultural codes, political tendencies, and the like.

In step S30, the sales statistical analysis and calculation service system 100 analyzes and stores statistical data through a sales and marketing analysis algorithm based on the customer information input from the FP PC 10. At this time, the analysis of the statistical data is performed in the statistical analysis and calculation module 130, the analyzed statistical data is stored in the news & information & financial DB (170).

Next, the FP PC 10 calculates (extracts from the analysis item and the extraction item (element) selection window (see 310 and 320 of FIG. 4) the statistical data provided by the sales statistical analysis and calculation service system 100. After setting the analysis item and the extraction item of the statistical data to be requested, request the requested statistical data (step S40). In this case, a method of setting the analysis item and the extraction item of the statistical data will be described in detail with reference to FIG. 4.

Next, the sales statistics analysis and calculation service system 100 performs the sales and marketing analysis algorithm based on the customer information (basic information, additional information, and characteristic information) stored in the customer DB 160. Request statistical data is calculated according to the value set in step 10 (step S50).

Then, the calculated request statistics data is implemented in a UI (User Interface) in a variety of ways are provided on the screen of the FP PC 10 and stored in the news & information & financial DB 170 (step S60). At this time, the request statistical data is processed in real time with reliable and near-realistic data as the customer information is increased.

Next, although not shown in the drawing, the FP PC 10 may change the drawing format of the requested statistical data output on the screen or edit the screen configuration. To this end, the sales statistics analysis and calculation service system 100 supports to change the drawing format of the requested statistics data or to edit the screen configuration.

Finally, the FP PC 10 finishes using the service and moves to another service or logs out (step S70).

Statistical analysis and calculation concept and service principle

4 is a conceptual diagram illustrating a concept of statistical analysis and calculation and a service principle.

The concept and service principle of the statistical analysis and calculation are as follows.

The FP selects items for obtaining necessary statistical data through the screen as shown in FIG. 4 provided by the sales statistical analysis and calculation service system 100. At this time, the selected item is activated / deactivated and the details of the item are also changed. You can set the filtering range for the selected item. For example, age: 20s or older, area: Seoul, occupation: self-employed, gender: female.

Meanwhile, a method of setting an analysis item and an extraction item (element) in order to obtain the necessary statistical data in the FP PC 10 will be described with reference to FIG. 4.

The analysis item and the extraction item (element) is activated or deactivated according to the analysis item 310 selected from the customer statistical analysis, group statistics analysis, sales statistics analysis, and the details of the details are changed. At this time, the extracted item 320, the basic information items, including age, gender, region, marital status, occupation, assets, cars, dependents, and additions including hobbies, specialties, education, military history, hospital history, career It includes information items, characteristics information items including interests, preferences, cultural codes, and political tendencies, group information items including region, performance, and business hours, and sales & marketing information items.

For example, if the 'customer statistics analysis' item is selected, basic information, additional information, characteristic information, and extraction items of interest 320 are activated, and if the 'group statistics analysis' item is selected, basic information and additional information are selected. , The extraction information 320 of the characteristic information and the group information is activated, and when the 'business statistics analysis' item is selected, the extraction item 320 of the basic information, the additional information, the characteristic information, the sales & marketing information is activated. At this time, the details of the extraction item 320 is changed according to the selection of the analysis item 310.

The sales & marketing analysis algorithm operates according to the analysis item and the extraction item (element) set by the FP PC 10, and statistical data based on the data input to the sales person DB 150 or the customer DB 160. Is calculated and output to the screen of the FP PC 10. In this case, the statistical technique uses the method used by the National Statistical Office as the basic technique.

On the other hand, the sales statistical analysis and calculation service system 100 of the present invention supports to change the format of the table shown on the screen or to edit the screen configuration. If there are many items selected, various types of statistics are produced. Various statistics data are secured in advance according to the appropriate format and format so that users can use them quickly and easily.

The statistics presented by the Korea National Statistical Office and the Association / Academic Association had a disadvantage in that it was difficult to immediately reflect the market environment as the time to aggregate was long, and it was very inconvenient to find the data desired by the user due to the complexity of the statistical data. However, in the sales statistics analysis and calculation service system 100 of the present invention, since statistics are calculated based on information input in real time, the sales statistics analysis and response service may be sensitive to changes in the market environment and quickly deliver new statistical information to customers. As the input data increases over time, the reliability and accuracy of the statistical information increases. The scale of the data is also accumulated in connection with the existing data, enabling continuous statistical analysis.

As such, the website-based sales statistics analysis and calculation service system of the present invention, and a method and a recording medium storing a computer program for the method are based on the analysis and extraction items set by the FP (business person). By analyzing and extracting statistical data through sales and marketing analysis algorithms based on real-time, it is possible to solve the technical problem of the present invention.

Preferred embodiments of the present invention described above are disclosed to solve the technical problem, and those skilled in the art to which the present invention pertains (man skilled in the art) various modifications, changes, additions, etc. within the spirit and scope of the present invention. It will be possible, and such modifications and changes should be considered to be within the scope of the following claims.

Although the present invention has described sales and marketing related to insurance and finance as an example, the present invention is not limited thereto and may be applied to all fields in which sales and marketing are performed.

1 is a block diagram of a website-based sales statistics analysis and calculation service system according to a preferred embodiment of the present invention

2 is a diagram illustrating a sales service menu tree of a sales statistics analysis and calculation service system;

Figure 3 is a flow chart for a website-based sales statistics analysis and calculation service method according to an embodiment of the present invention

4 is a conceptual diagram illustrating a concept of statistical analysis and calculation and a service principle

[Description of Code for Major Parts of Drawing]

10: Financial Planer (FP) PC

20: FP Group PC

30: Customer PC

40: Business People PC

50: customer PC

100: sales statistics analysis and calculation service system

110: Sales Main Module

111: Short Massaging Service

112: MMS (Multimedia Massaging Service)

113: E-mail

114: Scheduling

120: grouping management system or operation management module

130: statistical analysis and calculation module

140: Blog

150: Salesperson DB

160: customer DB

170: News & Information & Financial DB

210: scheduling management

220: Customer Relationship Management

230: Marketing Management

240: Blog and PR Management

250: grouping management

260: Report Management

310: analysis items

320: extraction items

330: Tool

340: correlation statistics

350: statistical analysis screen

Claims

In the website-based sales statistics analysis and calculation service method,

(a) logging into a sales statistic analysis and calculation service system (sales stats system) at the FP (sales person) PC;

(b) inputting customer information into a customer DB in the FP PC;

(c) analyzing and storing statistical data through a sales and marketing analysis algorithm based on the customer information in the sales statistics system;

(d) requesting statistical data (request statistics) after setting analysis items and extraction items (elements) of desired statistical data in the FP PC; And

(e) calculating, by the sales statistics system, the requested statistics data according to the value set in the FP PC based on the customer information, processing the calculated request statistics data, and outputting and storing them on the screen of the FP PC; Website-based sales statistics analysis and calculation service method comprising a.

The method of claim 1, wherein the sales statistical analysis and calculation service method comprises:

A website-based sales statistics analysis and calculation service method, characterized in that the FP PC supports changing the drawing format of the requested statistical data displayed on the screen or editing the screen configuration.

The website-based sales statistics analysis and calculation service method, characterized in that for calculating the statistical data using a predetermined format and format when the number of items selected (selected) in the financial planner (FP) PC.

The method of claim 1 wherein the element is:

Basic information, including age, gender, geography, marital status, occupation, assets, automobiles and dependents; Additional information including hobbies, skills, education, military history, hospital history and career; And customer information analysis elements including interest information, preference information, cultural code, and political inclination;

Group statistical analysis elements with group information including region, performance, and hours of operation; And

A sales statistics analysis and calculation service method based on a website, comprising: salesperson statistical analysis element having sales & marketing information.

At least one customer PC is connected to the sales statistics system, and the customer PC directly creates and decorates a PR space in a PR space opened by the FP PC, or consults via interactive communication with the FP PC through a bulletin board. Or retrieving his or her contract details and product details. The website-based sales statistics analysis and calculation service method further comprising.

In the sales statistics system receives FP information including basic information, additional information, sales & marketing information, statistical analysis information from the FP PC and stores in the salesperson DB,

The basic information includes the name, age, gender, region, marital status, affiliates,

The additional information includes handling products, experience & history, certifications, specialties, and education.

The sales & marketing information includes consultation customer related information, sales related information, product related information, schedule related information,

The statistical analysis information analyzes sales & marketing information and insurance & financial salesperson information, including corporate related information, organization & team related information, sales performance related information, schedule related information through linkage with statistical analysis and calculation module. Website-based sales statistics analysis and calculation service method comprising the data.

The method of claim 6, wherein the sales statistical analysis and calculation service method comprises:

Receive the customer information including basic information, additional information, characteristic information, statistical analysis information from the FP PC in the sales statistics system and stores in the customer DB,

The basic information includes age, sex, region, marital status, occupation, assets, automobile, dependents,

The additional information includes hobby, specialty, education, military history, hospital history, career,

The characteristic information includes interests, preferences, cultural codes, political tendencies,

The statistical analysis information is a website-based sales statistics analysis and calculation service method comprising the data of the customer through the analysis of the information linked to the statistical module.

In the website based sales statistics analysis and calculation service system,

A salesperson DB for storing information of salesperson FP;

A customer DB for storing customer information (customer information);

News & Information & Financial DB to store various information;

An organization management system (operation management module) that supports and manages functions including group general management, rank service, statistical analysis and calculation in group units through interworking with the sales DB and the sales main module;

Address book, SMS, MMS, E-mail, DM delivery, schedule (to manage meetings with customers) through the linkage between the operation management module and the salesperson DB to maintain and monitor the relationship with the customer A sales main module for providing a service including scheduling, and storing the customer information in the customer DB;

Interworking with the salesperson DB, customer DB, news & information & financial DB, and analyzing and storing the statistical data through sales and marketing analysis algorithm based on the customer information, and from the salesman by requesting the statistical data of the salesperson A statistical analysis and calculation module for calculating and storing statistical data (requested statistical data) based on the customer information according to the received analysis item and extraction item (element); And

Website-based sales statistics analysis and calculation service system including a; (Blog) that provides a service that can be used as a window of customer counseling and advertising the salesperson by linking with the salesperson DB; .

The system of claim 8, wherein the sales statistical analysis and calculation service system comprises:

A schedule management menu for providing a business schedule management service;

A customer management menu that provides services including address book, SMS, MMS, E-mail, and DM delivery to attract, maintain, and monitor meetings with customers;

A marketing management menu providing an education support service function through information search and storage necessary for sales and marketing, statistical analysis and calculation, and marketing case analysis;

A blog and homepage management menu that provides a service for salespeople to promote themselves, advertise products, and serve as a window for customer consultation;

An organization management menu that provides services including general organization management, sales related rankings, sales performance statistics, and sales management statistics necessary for the management of organizational units; And

A website-based sales statistics analysis and calculation service system including a report management menu that provides services including report production, editing, and output management required for report management.

10. The method according to claim 8 or 9,

The sales statistical analysis and calculation service system is:

Access the sales mail module or the marketing management menu, input the customer information, set analysis items and extraction items (elements), request desired statistical data, change the drawing format of the requested statistical data, or configure the screen. At least one financial planner (FP) PC for editing the website-based sales statistics analysis and calculation service system further comprises.

The device of claim 10, wherein the element is:

Depending on the analysis item selected from customer statistics analysis, group statistics analysis, salesperson statistics analysis, the extraction items are activated or deactivated, and the details of the items are changed.

The extraction items are:

Basic information items, including age, gender, geography, marital status, occupation, assets, automobiles and dependents;

Additional information items, including hobbies, skills, education, military history, hospital history, and career;

Characteristic information items including interests, preferences, cultural codes, and political orientations;

Group information items including region, performance, and hours of operation; And

A sales statistics analysis and calculation service system based on a website, comprising: sales & marketing information items.

10. The method according to claim 8 or 9,

The sales statistical analysis and calculation service system is:

Access to the blog or the blog and homepage management menu or the news & information & financial DB, the user himself in the PR space published by the sales person to create and decorate the PR space directly or interactively communicate with the salesperson through a consultation board Website-based sales statistics analysis and calculation service system further comprises; at least one or more customer PCs to consult through or retrieve their contract and product history.

The method of claim 8, wherein the salesperson DB is:

Basic information including name, age, gender, region, marital status, and affiliation;

Additional information including product handling, career & history, qualifications, specialties, and education;

Sales & marketing information including consultation customer related information, sales related information, product related information, and schedule related information;

Sales & marketing information including company related information, organization & team related information, sales performance related information, and schedule related information; And

Website-based sales statistics analysis and calculation service system comprising the ;; statistical analysis information for handling the data analyzed by linkage with the statistical analysis and calculation module of the insurance & finance-related salesperson.

The method of claim 8, wherein the customer DB is:

Basic information, including age, gender, geography, marital status, occupation, assets, automobiles and dependents;

Additional information, including hobbies, skills, education, military history, hospital history, and career;

Characteristic information, including interests, preferences, cultural codes, and political orientations; And

Sales statistics analysis and calculation service system based on the Web site comprising a; statistical analysis information for handling the data analyzed by linking the information of the customer through the statistical module.

9. The blog of claim 8 wherein the blog is:

Creating and decorating a PR space by the user himself;

A function of supporting two-way communication with a customer through a consultation board; And

A website-based sales statistics analysis and calculation service system comprising a; function for querying the details of the contract and the subscription product.

A recording medium storing a computer program for a sales statistics analysis and calculation service method based on a website, wherein the computer program for the method according to any one of claims 1 to 7 is stored.