SALES SUPPORT SYSTEM

PROBLEM TO BE SOLVED: To control an access right for every sales representative on the basis of an organization structure even if a scheme of a branch to which an account of a client belongs is different from that of an organizational branch to which the sales representative belongs.SOLUTION: A sales support system includes: an organization DB 16 holding information relating to a hierarchical structure of an organization; a sales representative DB 17 holding information relating to an attribute of a sales representative and an organization to which the sales representative belongs; and a reference right management DB 19 holding information identifying a range in which the sales representative has a reference right in the hierarchical structure of the organization. Regarding a first sales representative, in addition to sales activity information relating to the first sales representative and information about an account of a client to which the organization to which the first sales representative belongs has an access right in a back office system 20, sales activity information relating to another second sales representative belonging to an organization within a range to which the first sales representative has the reference right, set to the reference right management DB 19 is acquired entirely or partially and displayed on a sales support terminal 40 carried with the first sales representative. 【課題】顧客の口座が属する部店と、営業担当者が所属する組織上の部店の体系が相違していても、営業担当者毎のアクセス権を組織構造に基づいて制御可能とする。【解決手段】組織の階層構造に係る情報を保持する組織ＤＢ１６と、営業担当者の属性と、属する組織に係る情報を保持する営業担当者ＤＢ１７と、営業担当者が組織の階層構造において参照権限を有する範囲を特定する情報を保持する参照権限管理ＤＢ１９とを有し、第１の営業担当者について、第１の営業担当者に係る営業活動情報、および前記第１の営業担当者が属する組織がバックオフィスシステム２０においてアクセス権を有する顧客の口座の情報に加えて、前記参照権限管理ＤＢ１９に設定された、第１の営業担当者が参照権限を有する範囲の組織に所属する他の第２の営業担当者に係る営業活動情報の、全部もしくは一部を取得して、第１の営業担当者が有する営業支援端末４０上に表示させる。【選択図】図１