System and method for prioritization of website visitors to provide proactive and selective sales and customer service online

• US 20030167195A1
• Filed: 02/10/2003
• Published: 09/04/2003
• Est. Priority Date: 03/01/2002
• Status: Abandoned Application

• Current Assignee: Carlos Nicholas Fernandes, Varsha Arun Jagdale
• Original Assignee: Carlos Nicholas Fernandes, Varsha Arun Jagdale
• Inventors: Fernandes, Carlos Nicholas, Jagdale, Varsha Arun
• Application Number:
  US10/360,926
• Publication Number:
  US 20030167195A1
• Time in Patent Office: Days
• US Class Current: 705/8
• CPC Class Codes: G06Q 10/06311 Scheduling, planning or task assignment for a person or group
• CPC Class Codes: G06Q 10/063112 Skill-based matching of a person or a group to a task
• CPC Class Codes: G06Q 10/06312 Adjustment or analysis of established resource schedule, e.g. resource or task levelling, or dynamic rescheduling
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0204 Market segmentation
• CPC Class Codes: G06Q 30/0239 Online discounts or incentives

Abstract

A system that (a) monitors and analyzes a website visitor'"'"'s (or ‘user'"'"'s’) behavioral patterns in real-time; (b) identifies key users by comparing the user'"'"'s actions and information derived thereof to a set of pre-defined, merchant-specific business rules; (c) makes a sales and customer service offer to the user only if (1) The user satisfies the merchant'"'"'s business rules and can therefore be defined as a ‘key’ customer and (2) a suitable sales assistant is online and available to deliver a sales pitch or service assistance to the customer; (d) notifies the available sales assistant only if the customer accepts of the customer service offer and (e) enables communication between the sales assistant and the user through a textual, audio or video interface, (f) improves the appropriateness of allocation of customer service representatives to users, based on user feedback, behavioral patterns and user evaluation.

Claims

1. A system that enables the allocation of Quality Points (a prioritization mechanism) to users based on their current and historical profiles, actions, events and behavioral patterns on a Merchant'"'"'s Web site in accordance with business rules set by the Merchant and bases proactive and reactive sales, customer service and resource allocation decisions on this.

2. The system of claim 1 that enables the allocation of resources such as those of sales, customer service, bandwidth and manpower to users by establishing the “

Quality of the User”

based on the Quality Scores the users are associated with.

3. The system of claim 1 that enables automatic adjustment of historically (previously) acquired Quality Points in accordance with adjustment factors specified by the Merchant in order that the relevance of historically acquired Quality Points be maintained in the current context.

4. The system of claim 1 that enables the specification of Business Rules vis-á

-vis the Quality Point Allocation database so as to appropriately identify key users as per the Merchant'"'"'s specification.

5. The system of claim 1 that enables monitoring and corresponding allocation of Quality Points for simple and composite events as indicated in the Quality Point Allocation database.

6. The system of claim 1 that enables the scaling of Quality Points obtained for events based on the Web page on which the event occurs, thereby not only allowing Merchant'"'"'s to prioritize users based on their actions, but also based on the segment or location of the website where the actions or events occur.

7. The system of claim 1 that appropriately allocates users to Customer Service Representatives (CSRs) based on their (the CSRs) skills and feedback from previous users.

8. The system of claim 1 that allows Website users to opt-out from the system.

9. The system of claim 1 that enables CSRs to obtain commissions based on the online transactions they play a role in triggering.

10. The system of claim 1 that enables a CSR to allow and enable moderated or unmediated communication between two or more users on the same Web site and correspondingly offering benefits such as commissions, discounts, electronic coupons and gift certificates to users that stimulate product purchases from other users.

11. The system of claim 10 wherein the CSRs role of selection, allocation, moderation of users is automated.