System and method of generating existing customer leads
First Claim
1. A system comprising:
- one or more computer readable storage devices configured to store;
a plurality of computer-executable instructions;
consumer records comprising consumer characteristics;
vendor criteria information that specifies, for each vendor, criteria for determining leads of interest to the vendor, including existing customer criteria and potential customer criteria; and
a web server configured to receive, via a web page, consumer characteristics and characteristics of a product or service; and
one or more hardware computer processors in communication with the one or more computer readable storage devices to execute the plurality of computer-executable instructions to cause the system to;
electronically receive from a user remote terminal associated with a user, via a web page, a first set of consumer characteristics and a vendor match request to be matched with one or more vendors of a product or service, wherein the first set of consumer characteristics comprises a plurality of consumer characteristics associated with the user;
store the first set of consumer characteristics in a consumer record in the one or more computer readable storage devices;
transmit to each of one or more vendors a query including at least a portion of the first set of consumer characteristics, the query requesting information identifying existing customers of the vendor, based at least on the respective vendor customer information maintained by the vendor, wherein the portion of the first set of consumer characteristics includes enough information to determine whether the user is an existing customer of the one or more vendors while maintaining security and privacy of user'"'"'s sensitive personal information due to the portion of the first set of consumer characteristics including not enough information to allow an individual to directly contact the consumer;
receive, based on the query, a result that indicates whether the user is an existing customer of the vendor;
if the consumer is an existing customer of the vendor;
compare the consumer characteristics in the consumer record and the characteristics of the product or service with at least a portion of the existing customer vendor criteria;
based on the comparison, identify matched vendors; and
update the web page to display at least a portion of the matched vendors;
if the consumer is not an existing customer of one or more vendors;
compare the consumer characteristics in the consumer record and the characteristics of the product or service with at least a portion of the potential customer vendor criteria;
based on the comparison, identify matched vendors; and
update the web page to display at least a portion of the matched vendors;
electronically receive, via the web page, an indication of a selection of a matched vendor; and
transmit, in response to receiving the indication of the selected matched vendor, a lead, comprising personally identifying consumer information associated with the consumer, to the matched vendor.
2 Assignments
0 Petitions
Accused Products
Abstract
One embodiment of an existing customer lead generation system comprises a vendor customer information database, a vendor criteria database, a web server, a matching engine, and a transmission component. The vendor customer information database identifies vendor'"'"'s existing customers. The vendor criteria database determines which leads each vendor wants to receive. Separate criteria may be specified for consumers that are existing customers and consumers that are not existing customers. The web server receives characteristics of a consumer and a product or service. The matching engine compares the consumer characteristics with the vendor customer information database to identify vendors for which the consumer is an existing customer. The matching engine applies existing, customer criteria to match the consumer with existing vendors. The matching engine applies non-existing customer criteria to match the consumer with other vendors. The transmission component transmits a lead identifying the consumer to the matched vendors.
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Citations
20 Claims
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1. A system comprising:
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one or more computer readable storage devices configured to store; a plurality of computer-executable instructions; consumer records comprising consumer characteristics; vendor criteria information that specifies, for each vendor, criteria for determining leads of interest to the vendor, including existing customer criteria and potential customer criteria; and a web server configured to receive, via a web page, consumer characteristics and characteristics of a product or service; and one or more hardware computer processors in communication with the one or more computer readable storage devices to execute the plurality of computer-executable instructions to cause the system to; electronically receive from a user remote terminal associated with a user, via a web page, a first set of consumer characteristics and a vendor match request to be matched with one or more vendors of a product or service, wherein the first set of consumer characteristics comprises a plurality of consumer characteristics associated with the user; store the first set of consumer characteristics in a consumer record in the one or more computer readable storage devices; transmit to each of one or more vendors a query including at least a portion of the first set of consumer characteristics, the query requesting information identifying existing customers of the vendor, based at least on the respective vendor customer information maintained by the vendor, wherein the portion of the first set of consumer characteristics includes enough information to determine whether the user is an existing customer of the one or more vendors while maintaining security and privacy of user'"'"'s sensitive personal information due to the portion of the first set of consumer characteristics including not enough information to allow an individual to directly contact the consumer; receive, based on the query, a result that indicates whether the user is an existing customer of the vendor; if the consumer is an existing customer of the vendor; compare the consumer characteristics in the consumer record and the characteristics of the product or service with at least a portion of the existing customer vendor criteria; based on the comparison, identify matched vendors; and update the web page to display at least a portion of the matched vendors; if the consumer is not an existing customer of one or more vendors; compare the consumer characteristics in the consumer record and the characteristics of the product or service with at least a portion of the potential customer vendor criteria; based on the comparison, identify matched vendors; and update the web page to display at least a portion of the matched vendors; electronically receive, via the web page, an indication of a selection of a matched vendor; and transmit, in response to receiving the indication of the selected matched vendor, a lead, comprising personally identifying consumer information associated with the consumer, to the matched vendor. - View Dependent Claims (2, 3, 4, 5, 6, 7)
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8. A method comprising:
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electronically receiving from a user remote terminal associated with a user, via a web page, a first set of consumer characteristics and a vendor match request to be matched with one or more vendors of a product or service, wherein the first set of consumer characteristics comprises a plurality of consumer characteristics associated with the user; storing the first set of consumer characteristics in a consumer record in one or more computer readable storage devices; transmitting to each of one or more vendors a query including at least a portion of the first set of consumer characteristics, the query requesting information identifying existing customers of the vendor, based at least on the respective vendor customer information maintained by the vendor, wherein the portion of the first set of consumer characteristics includes enough information to determine whether the user is an existing customer of the one or more vendors while maintaining security and privacy of user'"'"'s sensitive personal information due to the portion of the first set of consumer characteristics including not enough information to allow an individual to directly contact the consumer; receiving, based on the query, a result that indicates whether the user is an existing customer of the vendor; if the consumer is an existing customer of the vendor; comparing the consumer characteristics in the consumer record and the characteristics of the product or service with at least a portion of existing customer vendor criteria, wherein existing customer vendor criteria is configured to be used for determining leads of interest to the vendor related to existing customers; based on the comparison, identifying matched vendors; and updating the web page to display at least a portion of the matched vendors; if the consumer is not an existing customer of one or more vendors; comparing the consumer characteristics in the consumer record and the characteristics of the product or service with at least a portion of the potential customer vendor criteria, wherein potential customer vendor criteria is configured to be used for determining leads of interest to the vendor related to potential customers; based on the comparison, identifying matched vendors; and updating the web page to display at least a portion of the matched vendors; electronically receiving, via the web page, an indication of a selection of a matched vendor; and transmitting, in response to receiving the indication of a selection of the selected matched vendor, a lead, comprising personally identifying consumer information associated with the consumer, to the matched vendor. - View Dependent Claims (9, 10, 11, 12, 13, 14)
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15. A system comprising:
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one or more computer readable storage devices configured to store; a plurality of computer-executable instructions; vendor criteria information that specifies, for each vendor, criteria for determining leads of interest to the vendor, including existing customer criteria and potential customer criteria; and one or more hardware computer processors in communication with the one or more computer readable storage devices to execute the plurality of computer-executable instructions to cause the system to; electronically receive, from a user device, a first set of consumer characteristics associated with a user; transmit to a vendor at least a portion of the first set of consumer characteristics, including enough information to determine whether the user is an existing customer of the vendor while maintaining security and privacy of user'"'"'s sensitive personal information due to the portion of the first set of consumer characteristics including not enough information to allow the vendor to directly contact the consumer; receive, from the vendor, an indication of whether the user is an existing customer of the vendor; if the consumer is an existing customer of the vendor; compare at least some of the consumer characteristics with at least a portion of the existing customer vendor criteria; based on the comparison indicating that the existing customer vendor criteria are matched, update the web page to include a first vendor;
orif the consumer is not an existing customer of the vendors; compare at least some of the consumer characteristics with at least a portion of the potential customer vendor criteria; and based on the comparison indicating that the potential customer vendor criteria are matched, update the web page to include a first vendor; and transmit, in response to receiving an indication of selection of the first vendor, personally identifying consumer information associated with the consumer to the first vendor. - View Dependent Claims (16, 17, 18, 19, 20)
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Specification