Method for automatically generating a business proposal from an accessible electronic database

• US 20030179870A1
• Filed: 03/25/2002
• Published: 09/25/2003
• Est. Priority Date: 03/25/2002
• Status: Abandoned Application

• Current Assignee: Momentum Business Solutions, Inc.
• Original Assignee: Momentum Business Solutions, Inc.
• Inventors: Bruner, Heather M., deSa, Hilaire
• Application Number:
  US10/105,902
• Publication Number:
  US 20030179870A1
• Time in Patent Office: Days
• US Class Current: 379/93.12
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising

Abstract

A method for automatically generating a business proposal has been developed. The method includes first identifying a prospective customer to a computer system. Next a service profile for the prospective customer is downloaded with the computer system. The service profile is maintained in a database by a service provider who either currently provides service to the prospective customer or previously provided service to the prospective customer. Finally, the computer system generates a business proposal based on the downloaded service profile.

Claims

1. A method for generating a business proposal, comprising:

identifying a prospective customer to a computer system;

downloading a service profile for the prospective customer with the computer system, where the service profile is maintained in a database by the previous service provider; and

generating a business proposal based on the service profile.

2. The method of claim 1, further comprising:

transmitting the business proposal to the prospective customer.

3. The method of claim 2, where the business proposal is transmitted by the internet.

4. The method of claim 2, where the business proposal is transmitted by electronic mail.

5. The method of claim 1, where the prospective customer is identified to the computer system by a sales representative.

6. The method of claim 1, where the business proposal is for telephone service.

7. The method of claim 6, where the prospective customer is identified to the computer system by a billing telephone number.

8. The method of claim 1, where the business proposal is for utility service.

9. The method of claim 8, where the utility service is electricity.

10. The method of claim 8, where the utility service is cable television.

11. The method of claim 8, where the utility service is natural gas.

12. The method of claim 8, where the utility service is internet access.

13. The method of claim 1, where the database is accessed by the computer via an internet connection.

14. The method of claim 13, wherein the internet connection is a secure point-to-point link.

15. A method for generating a business proposal, comprising:

step of requesting a proposal for a prospective customer;

step of acquiring existing service data for the prospective customer; and

step of generating a business proposal for the prospective customer based on the existing service data.

16. A method for automatically generating a sales proposal for telephone service, comprising:

accessing a computer server;

identifying a prospective customer to the computer server with the prospective customer'"'"'s existing billing telephone number;

downloading a customer service record for the prospective customer via a secure point-to-point internet link from a semi-public database that is maintained by the prospective customer'"'"'s existing telephone service provider; and

generating a sales proposal for an identical telephone service that is described in the customer service record.

17. The method of claim 16, where the computer server is accessed by a sales representative.

18. The method of claim 16, where the computer server is accessed by the prospective customer.

19. The method of claim 16, further comprising:

transmitting the sales proposal to the prospective customer via the internet.

20. The method of claim 16, further comprising:

transmitting the sales proposal to the prospective customer via facsimile.