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KR-102962402-B1 - Customer Relationship Management System

KR102962402B1KR 102962402 B1KR102962402 B1KR 102962402B1KR-102962402-B1

Abstract

The present invention relates to a customer relationship management system that supports differentiated sales activities by utilizing contact information of a financial company sales representative terminal and a messenger service platform to discover new customers and automatically classify customer grades. The system is characterized by comprising: a contact information acquisition unit that receives contact information stored in a sales representative terminal from a messenger app for sales representatives; a personal information usage consent propagation request unit that transmits to a messenger server a message asking each phone number user included in the contact information whether they consent to the use of personal information stored on the messenger server; a personal information receiving unit that receives personal information of a messenger subscriber who has consented to the use of personal information and information of a messenger subscriber who has not consented to the use of personal information from the messenger server; and a customer information update unit that compares the personal information of the messenger subscriber and the information of the messenger subscriber who has not consented to the use of personal information with the customer information to set the customer classification grade of each individual included in the contact information and then stores it as new customer information.

Inventors

  • 소태우

Assignees

  • 교보생명보험 주식회사

Dates

Publication Date
20260508
Application Date
20231018

Claims (7)

  1. In a customer relationship management system of a financial institution server that stores customer information and is capable of transmitting and receiving data with external devices via wired or wireless communication networks, A messenger app for a salesperson that is installed on a salesperson's terminal, recognizes and extracts pre-set schedule-related terms in a messenger chat window between a salesperson and a customer, and transmits the extracted schedule-related terms to the financial institution server as the salesperson's schedule information; A contact information acquisition unit that receives contact information stored in a sales representative terminal from the aforementioned sales representative messenger app; A personal information usage consent propagation request unit that transmits to the messenger server a message asking each phone number user included in the above contact information whether they consent to the use of personal information stored on the messenger server; A personal information receiving unit that receives from the said messenger server personal information of a messenger subscriber who has agreed to the use of personal information and information of a messenger subscriber who has not agreed to the use of personal information; A customer information update unit that compares the personal information of the above messenger subscriber and the information of the messenger subscriber who has not consented to the use of the above personal information with the above customer information, sets the customer classification grade of each individual included in the above contact information as one of contract customer, transfer customer, consent customer, non-consent customer, unregistered customer, or terminated customer, and then stores it as new customer information; A customer information providing unit that supports sales activities by providing customer information with the above customer classification grade set to a messenger app for sales representatives that provided the above contact information; A customer relationship management system characterized by including a customer information DB that stores and manages customer information with the above-mentioned customer classification grade set, sales activity strategy information to be delivered to sales representatives, schedule information of each sales representative, performance management information, sales activity information, and information to be delivered to customers.
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  5. A customer relationship management system according to claim 1, further comprising a schedule management unit that receives the schedule information, processes the update registration of the schedule information of the relevant salesperson, and propagates a schedule notification to the relevant salesperson's messenger app based on the schedule information of each salesperson.
  6. A customer relationship management system according to claim 1, further comprising: an anniversary propagation management unit that requests the creation of a chat window via a messenger app for a sales representative so that a conversation can take place between the customer's assigned sales representative and the customer whose anniversary is due when the customer's anniversary arrives.
  7. A customer relationship management system according to claim 1, further comprising a performance management unit that authenticates a customer who has accessed the customer via a link information for customer visit authentication sent from a messenger app for a salesperson to a customer's messenger, and authenticates NFC authentication information returned via the messenger app for a salesperson sent together with the link information to grant sales activity points to the salesperson.

Description

Customer Relationship Management System The present invention relates to a customer relationship management system for a financial company, and more specifically, to a customer relationship management system that utilizes contact information from a sales representative's terminal and a messenger service platform to discover new customers and automatically classify customer grades, thereby supporting differentiated sales activities. As an example of the financial industry, traditional insurance sales were conducted through face-to-face contact between insurance agents (salespeople) and acquaintances. However, with the widespread use of the internet and the popularization of direct insurance subscriptions, the acquisition of new customers through traditional sales methods is gradually declining. In face-to-face sales by insurance agents, consultation and counseling through customer contact are key to attracting new customers; however, due to a lack of information regarding potential customers, active sales activities cannot be tailored to their attributes, resulting in poor sales effectiveness. Therefore, there is a need to develop a system that utilizes the contact information held by insurance agents to identify new potential customers, and supports agents in employing proactive sales strategies tailored to customer classification grades by identifying and classifying the attributes of each individual included in the contact (or address book) data. Furthermore, in developing a new system, if we can provide a two-way communication channel between insurance agents and customers by utilizing currently common messenger services, customers and agents will be able to conveniently perform information transfer, promotion, consultation, and consulting without having to install separate communication devices or subscribe to services. In addition, when developing a new system, if the history of information exchange occurring during the two-way communication process between insurance agents and customers can be automatically recognized and recorded, the recording of insurance agents' sales activities and schedule records can be conveniently managed without wasting time or extra effort. FIG. 1 is an example diagram of the peripheral configuration of an insurance company server according to one embodiment of the present invention. FIG. 2 is an example diagram of the configuration of a customer relationship management system (200) that is installed and executable on an insurance company server in FIG. 1. FIG. 3 is a flowchart illustrating the operation of a customer relationship management system (200) according to one embodiment of the present invention. FIGS. 4 to 8 are example diagrams of screens displayed on a salesperson terminal (100) according to an embodiment of the present invention. The following detailed description of the present invention refers to the accompanying drawings, which illustrate specific embodiments in which the present invention can be practiced in order to clarify the objects, technical solutions, and advantages of the present invention. These embodiments are described in sufficient detail to enable a person skilled in the art to practice the present invention. Furthermore, throughout the detailed description and claims of the invention, the word "comprising" and its variations are not intended to exclude other technical features, additions, components, or steps. Other objects, advantages, and characteristics of the invention will become apparent to a person skilled in the art, partly from this description and partly from the practice of the invention. The following examples and drawings are provided as examples and are not intended to limit the invention. Moreover, the invention encompasses all possible combinations of the embodiments set forth herein. It should be understood that various embodiments of the invention differ from one another but need not be mutually exclusive. It should also be understood that the location or arrangement of individual components within each disclosed embodiment may be changed without departing from the spirit and scope of the invention. Accordingly, the following detailed description is not intended to be taken in a limiting sense, and the scope of the invention is limited only by the appended claims, including all equivalents to those claimed therein, provided they are properly described. Meanwhile, unless otherwise indicated in this specification or clearly contradictory to the context, items referred to in the singular encompass the plural unless otherwise required by the context. Furthermore, in describing the present invention, if it is determined that a detailed description of related known configurations or functions could obscure the essence of the invention, such detailed description will be omitted. Furthermore, among the terms used below, "salesperson" is defined to refer to all employees engaged in sales activities for attracting new customers and s