Sales management system and method thereof

A method for managing sales activities, comprising the steps of:

• storing, in a database, a plurality of activity item information sets representing a plurality of activity items included in sales activities for achieving business transactions, in association with a plurality of stages into which the plurality of activity items are classified based on degree of progress toward achieving the business transactions;
• obtaining evaluation information representing that the business transactions have progressed to any of the stages, and storing the evaluation information in said database;
• retrieving the activity item information sets from said database, arranging the activity item information sets in an order of scheduled performance dates represented by the data associated with the activity item information sets, and displaying them in a list format on a display device;
• obtaining data representing scheduled performance date for performing the activity items represented by the activity item information sets, and storing the data in said database in association with the activity item information sets,
• retrieving the data representing the scheduled performance dates from said database, and displaying the data on the display device;
• obtaining data representing performance dates on which the activity items represented by the activity item information sets are actually performed in accordance with an operation of an operator, and storing the data in said database in association with the activity item information sets;
• and
• obtaining date information representing a present date, and generating data representing that performance of the activity items is delayed in a case where the date represented by the obtained date information is a date after the scheduled performance dates for performing the activity items.

A computer readable recording medium storing a program for controlling a computer to execute the steps of:

• storing, in a database, a plurality of activity item information sets representing a plurality of activity items included in sales activities for achieving business transactions, in association with a plurality of stages into which the plurality of activity items are classified based on degree of progress toward achieving the business transactions;
• obtaining evaluation information representing that the business transactions have progressed to any of the stages, and storing the evaluation information in said database;
• retrieving the activity item information sets from said database, arranging the activity item information sets in an order of scheduled performance dates represented by the data associated with the activity item information sets, and displaying them in a list format on a display device;
• obtaining data representing scheduled performance dates for performing the activity items represented by the activity item information sets, and storing the data in said database in association with the activity item information sets,
• retrieving the data representing the scheduled performance dates from said database, and displaying the data on the display device;
• obtaining data representing performance dates on which the activity items represented by the activity item information sets are actually performed in accordance with an operation of an operator, and storing the data in said database in association with the activity item information sets;
• and
• obtaining date information representing a present date, and generating data representing that performance of the activity items is delayed in a case where the date represented by the obtained date information is a date after the scheduled performance dates for performing the activity items.