Methods and apparatus for intelligent selection of goods and services in telephonic and electronic commerce
First Claim
1. A method for providing offers of goods or services in the form of offers for purchase by potential customers as users of a system, utilizing an electronic communications link between the user and the offeror, comprising the steps of:
- establishing a communication via the electronic communications link between the user and the offeror for the purpose of a user initiated primary transaction for purchase of a specific good or service, obtaining primary transaction data with respect to the primary transaction, including the identity of the prospective customer and of the good or service for purchase in the primary transaction, generating an upsell offer as a result of the user initiated primary transaction by;
utilizing the primary transaction data to obtain credit information relating to the user, utilizing at least in part the primary transaction data including the identity of the good or service of the primary transaction and the credit information and determining at least one item for a prospective upsell transaction with the prospective customer, and offering the item to the prospective customer and receiving an acceptance of the offer from at least one user.
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Accused Products
Abstract
Apparatus and methods are provided for effecting remote commerce, such as in telemarketing (either inbound or outbound) and in electronic commerce, which are particularly adapted for the intelligent selection and proffer of products, services or information to a user or customer. In one aspect of the invention, goods, service or information are provided to the user via electronic communication, such as through a telephone, videophone or other computer link, as determined by the steps of first, establishing communication via the electronic communications device between the user and the system to effect a primary transaction or primary interaction, second, obtaining data with respect to the primary transaction or primary interaction, including at least in part a determination of the identity of the user or prospective customer, third, obtaining at least a second data element relating to the user, fourth, utilizing the primary transaction or primary interaction data along with the at least second data element as factors in determining at least one good, service or item of information for prospective upsell to the user or prospective customer, and offering the item to the prospective customer. In the preferred embodiment, the selection of the proffer of goods, services or information comprises an upsell with respect to the primary transaction or primary interaction data. The offer of the upsell is preferably generated and offered in real time, that is, during the course of the communication initiated with the primary transaction or primary interaction.
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Citations
96 Claims
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1. A method for providing offers of goods or services in the form of offers for purchase by potential customers as users of a system, utilizing an electronic communications link between the user and the offeror, comprising the steps of:
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establishing a communication via the electronic communications link between the user and the offeror for the purpose of a user initiated primary transaction for purchase of a specific good or service, obtaining primary transaction data with respect to the primary transaction, including the identity of the prospective customer and of the good or service for purchase in the primary transaction, generating an upsell offer as a result of the user initiated primary transaction by;
utilizing the primary transaction data to obtain credit information relating to the user, utilizing at least in part the primary transaction data including the identity of the good or service of the primary transaction and the credit information and determining at least one item for a prospective upsell transaction with the prospective customer, and offering the item to the prospective customer and receiving an acceptance of the offer from at least one user. - View Dependent Claims (2, 3, 4, 5, 6, 7)
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8. A method for providing offers of goods or services in the form of offers for purchase to prospective customers as users of a system, utilizing at least two electronic communications links between the user and the offeror, comprising the steps of:
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establishing a first communication via a first electronic communications link between the user and the offeror for the purpose of a user initiated primary transaction, obtaining primary transaction data with respect to the primary transaction, including the identity of the prospective customer, generating an upsell offer as a result of the user initiated primary transaction by;
utilizing the identity of the prospective customer to obtain at least a second data element relating to the user, utilizing at least in part the primary transaction data including the identity of the prospective customer and the second data element and determining at least one item for a prospective upsell transaction with the prospective customer, establishing a second communication via a second electronic communications link between the user and the offeror, and offering the item for a prospective upsell to the prospective customer via the second electronic communications link and receiving an acceptance of the offer from at least one user. - View Dependent Claims (9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29)
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30. A method for providing offers of goods or services in the form of offers for purchase to potential customers as users of a system, utilizing an electronic communications device, comprising the steps of:
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establishing a communication via the electronic communications device between the user and the system for the purpose of a user initiated primary transaction, obtaining primary transaction data with respect to the primary transaction, including the identity of the prospective customer, generating an upsell offer as a result of the user initiated primary transaction by;
utilizing the identity of the prospective customer to obtain at least a second data element relating to the user, utilizing at least in part the primary transaction data and the second data element and determining at least one item for a prospective upsell transaction with the prospective customer, and offering the item to the prospective customer, wherein said electronic communications device is one of the group comprising an automatic teller machine, an electronic signature device, an automatic ticket sales device, and a networked vending machine. - View Dependent Claims (31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50, 51, 52, 53, 54, 55, 57, 58, 59, 60, 61, 62, 63, 64, 65, 66, 67, 68, 69, 70)
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56. A method for providing offers of goods or services in the form of offers for purchase to potential customers as users of a system, utilizing an electronic communications device, comprising the steps of:
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establishing a communication via the electronic communications device between the user and the system for the purpose of a user initiated primary transaction relating to a specific good or service, obtaining primary transaction data with respect to the primary transaction, including at least the method of payment by the user for the primary transaction, generating an upsell offer as a result of the user initiated primary transaction by;
utilizing the primary transaction data to obtain at least a second data element relating to the user, utilizing at least in part the primary transaction data and the second data element and determining at least one item for a prospective upsell transaction with the prospective customer, and offering the item to the prospective customer and receiving an acceptance of the offer from at least one user during the course of the user initiated communication.
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71. A method for providing offers of goods or services in the form of offers for purchase to potential customers as users of a system, utilizing an electronic communications device, comprising the steps of:
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establishing a communication via the electronic communications device between the user and the system for the purpose of a user initiated primary transaction relating to a specific good or service, obtaining primary transaction data with respect to the primary transaction, including the identity of the user, generating an upsell offer as a result of the user initiated primary transaction by;
utilizing the primary transaction data to obtain at least a second data element relating to the user, utilizing at least in part the primary transaction data and the second data element and determining at least one item for a prospective upsell transaction with the prospective customer, and offering the item to the prospective customer and receiving an acceptance of the offer from at least one user during the course of the user initiated communication. - View Dependent Claims (72, 73, 74, 75, 76, 77, 78, 79, 80, 81, 82, 83, 84, 85, 86)
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87. A method for providing offers of goods or services in the form of offers for purchase by potential customers as users of a system, utilizing an electronic communications link between the user and the offeror, comprising the steps of:
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establishing a communication via the electronic communications link between the user and the offeror for the purpose of a user initiated primary transaction, obtaining primary transaction data with respect to the primary transaction, generating an upsell offer as a result of the user initiated primary transaction by;
utilizing at least in part the primary transaction data to determine at least one item for a prospective upsell transaction with the prospective customer, determining a price for the at least one item for a prospective upsell using dynamic pricing, and offering the item to the prospective customer and receiving an acceptance of the offer from at least one user. - View Dependent Claims (88, 89, 90, 91, 92, 93, 94, 95, 96)
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Specification