Interactive map displaying potential sales targets within a geographical distance to visiting sales representatives

• US 10,713,673 B2
• Filed: 11/19/2019
• Issued: 07/14/2020
• Est. Priority Date: 03/31/2017
• Status: Active Grant

• Current Assignee: ASK Chemicals LLC
• Original Assignee: ASK Chemicals LLC
• Inventors: Hoertz, Charles Conley
• Primary Examiner(s): Jarrett, Scott L
• Application Number:
  US16/688,329
• Publication Number:
  US 20200082421A1
• Time in Patent Office: 238 Days
• CPC Class Codes: G06Q 30/0205 Location or geographical consideration

Abstract

Systems and methods for facilitating effective sales are provided. A database contains location and potential revenue data for a plurality of sales targets. A graphical user interface (“GUI”) is generated at an electronic display for a mobile device. The GUI includes a map with selectable icons representing sales targets, displayed at their respective locations, within a distance of the location of the mobile device.

Claims

1. A system for facilitating effective sales, the system comprising:

a database, residing on a server, comprising sales potential data for a plurality of sales targets for a company, where each of the plurality of sales targets is associated with a geographic location, potential revenue information, and sales representative information including information relating to sales representative visits to the plurality of sales targets;

a plurality of mobile devices, each associated with a sales associate and

comprising;

an electronic display; and

a location device configured to determine a geographic location of the respective mobile device;

one or more electronic storage devices comprising software instructions,

which when executed by one or more processors, configure the one or more processors to;

receive, over a network by the server, a geographic location of a respective one of the plurality of mobile devices from the location device of the respective mobile device;

query the database, by the one or more processors, to identify each of the plurality of

sales targets associated with a geographic location within a distance from the determined geographic location of the respective mobile device;

generate a graphical user interface (“

GUI”

) at the electronic display of the respective mobile device comprising a map and selectable icons depicted on the map at positions corresponding with the geographic location of the identified sales targets, wherein the map and selectable icons are displayed in a first region of the GUI;

upon selection of one of the selectable icons, query the database over the network to retrieve the potential revenue information associated with the sales target associated with the selected one of the selectable icons; and

display in a second region of the GUI, a visualization displaying the retrieved potential revenue information of the selected sales target in relation to sales of the selected sales target and display a number of visits associated with the selected sales target over a period of time.

2. The system of claim 1 wherein:

the one or more electronic storage devices and the one or more processors are provided at each of the plurality of mobile devices.

3. The system of claim 1 further comprising:

a remote server, wherein the one or more electronic storage devices and the one or more processors are located at the remote server.

4. The system of claim 1 further comprising:

additional software instructions stored at the one or more electronic storage devices, which when executed by the one or more processors, configures the one or more processors to;

receive data from the respective mobile device indicating a visit to the sales target associated with the selected one of the selectable icons; and

update the database to indicate the visit to the sales target by the sales associate associated with the respective mobile device.

5. The system of claim 4 further comprising:

additional software instructions stored at the one or more electronic storage devices, which when executed by the one or more processors, configures the one or more processors to;

receive date and time information from a time keeping device associated with the mobile device; and

update the database to indicate the time and date of the visit to the sales target.

6. The system of claim 1 wherein:

the visual representation comprises a graph comprising a first portion indicating the potential revenue information associated with the sales target associated with the selected one of the selectable icons, and a second portion indicating the sales of the representative company.

7. The system of claim 1 wherein:

the database comprises sales target information associated with each of the sales targets; and

said sales target information comprises company identity information and assigned sales representative information.

8. The system of claim 7 further comprising:

additional software instructions stored at the one or more electronic storage devices, which when executed by the one or more processors, configures the one or more processors to, upon selection of one of the selectable icons;

retrieve from the database the sales target information associated with the sales target associated with the selected one of the selectable icons; and

display the retrieved sales target information at the GUI for the respective mobile device.

9. The system of claim 1 further comprising:

additional software instructions stored at the one or more electronic storage devices, which when executed by the one or more processors, configures the one or more processors to generate a second visualization at the GUI for the respective mobile device, where the second visualization comprises a plurality of bars, each associated with one of the sales targets within the distance from the determined geographic location of the respective mobile device, each bar having a first portion indicating the potential revenue information associated with the respective sales target and a second portion indicating the sales of the representative company to the respective sales target.

10. The system of claim 4, further comprising:

additional software instructions stored at the one or more electronic storage devices, which when executed by the one or more processors, configures the one or more processors to;

generate a second visualization comprising a list of the visits to the sales target associated with the selected one of the selectable icons for a period of time.

11. A method for facilitating effective sales, the method comprising the steps of:

providing a database, residing on a server, comprising sales potential data for a plurality of sales targets for a company, where each of the plurality of sales targets is associated with a geographic location, potential revenue information, and sales representative information including information relating to sales representative visits to the plurality of sales targets;

receiving, over a network by the server, a geographic location from a mobile device having a location device;

querying the database, by one or more processors, to identify each of the plurality of sales targets associated with a geographic location within a distance from the received geographic location of the mobile device;

generating a graphical user interface (“

GUI”

) at an electronic display for the mobile device, said GUI comprising a map and one or more selectable icons depicted on the map at positions corresponding with the geographic locations of each of the identified sales targets, wherein the map and selectable icons are displayed in a first region of the GUI;

upon selection of one of the selectable icons on the GUI;

querying the database, by the one or more processors, to retrieve the potential revenue information associated with the sales target associated with the selected one of the selectable icons;

[[and]]

generating, in a second region of the GUI, a visualization of the retrieved potential revenue information of the selected sales target in relation to sales of the selected sales target; and

displaying a number of visits associated with the selected sales target over a period of time.

12. The method of claim 11 further comprising the steps of:

generating a second visualization at the GUI comprising a plurality of bars, wherein each of said plurality of bars is associated with one of the sales targets associated with one of the selectable icon displayed at the map, wherein each of said plurality of bars comprises a first portion indicating the potential revenue information associated with the respective sales target and a second portion indicating the sales of the representative company to the respective sales target.

13. The method of claim 12 further comprising the steps of:

receiving user input from the mobile device indicating a visit to the sales target associated with one of the selectable icons displayed at the map; and

updating the database to indicate the visit to the sales target by the sales associate associated with the mobile device from which said user input was received.

14. The method of claim 11 wherein:

the database comprises additional sales target information with each of the sales targets; and

said additional sales target information comprises company identity information and assigned sales representative information.

15. The method of claim 14 further comprising:

retrieving from the database the additional sales target information associated with the sales target associated with the selected one of the selectable icons; and

displaying the retrieved additional sales target information at the GUI for the mobile device.

16. A system for facilitating effective sales, the system comprising:

a database comprising sales potential data for each of the plurality of sales targets for a company, where each of the plurality of sales targets is associated with a geographic location, potential revenue information, and sales representative information including information relating to sales representative visits to the plurality of sales targets;

a mobile device associated with a sales associate and comprising;

an electronic display; and

a location device configured to determine a geographic location of the mobile device; and

a server in electronic communication with the mobile device and comprising software instructions, which when executed configure the server to;

receive, over a network by the server, a geographic location from the mobile device;

query the database, by the server, to identify each of the plurality of sales targets associated with a geographic location within a predetermined distance from the received geographic location;

generate a graphical user interface (“

GUI”

) at the electronic display comprising a map and selectable icons depicted on the map at positions corresponding with the geographic location of each of the identified sales targets, wherein the map and selectable icons are displayed in a first region of the GUI;

monitor for user input at the GUI indicating selection of one of the selectable icons;

upon selection of one of the selectable icons;

retrieve, from the database, the potential revenue information associated with the sales target associated with the selected one of the selectable icons; and

display in a second region of the GUI, a visualization of the potential revenue information of the selected sales target in relation to sales of the selected sales target and display a number of visits associated with the selected sales target over a period of time.