Method and system for assisting management of client contact

• US 20030187715A1
• Filed: 03/27/2002
• Published: 10/02/2003
• Est. Priority Date: 03/27/2002
• Status: Abandoned Application

• Current Assignee: Laurence D. Foss Jr
• Original Assignee: Laurence D. Foss Jr
• Inventors: Foss, Laurence D. Jr.
• Application Number:
  US10/108,104
• Publication Number:
  US 20030187715A1
• Time in Patent Office: Days
• US Class Current: 705/10
• CPC Class Codes: G06Q 10/1097 Task assignment
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0204 Market segmentation

Abstract

A computer implemented method for assisting a business person in maintaining contact with at least one client, by recording information specific to a client into a database through a computer program, establishing predetermined future contact dates, and recording them on the computer database, whereby the business person has an intent to consider initiating contact with the client on those dates and receiving notification from the computer, through the computer program, when the predetermined contact dates arrive to contact the client.

Claims

1. A computer implemented method for assisting a business person in maintaining contact with at least one client, the method comprising the steps of:

recording information specific to a client into a database through a computer program and a computer;

establishing at least one predetermined future contact date for the business person to contact the client;

determining the future contact date has arrived to contact the client; and

receiving notification from the computer, through the computer program, when the future contact date arrives to contact the client.

2. The computer implemented method of claim 1 further comprising accessing the computer program through an Internet site.

3. The computer implemented method of claim 1 further comprising establishing predetermined contact date for special occasions, such as birthdays, anniversaries, holidays, or other occasions, by the computer program.

4. The computer implemented method of claim 1 further comprising storing in the database an at least partially prefabricated design for at least one greeting card for use in maintaining contact with clients and the computer program enters client specific information in the greeting cards automatically.

5. The computer implemented method of claim 4 further comprising electronically transmitting the greeting cards through an electronic medium, such as the Internet, to the client.

6. A system for assisting a business person in maintaining contact with at least one client, the system comprising:

a database means for storing specific information about clients;

a field means for entering client information and at least one predetermined future contact date whereby the business person intends to reinitiate contact with the client;

a determination means for determining a specific future contact date, to contact the client, has arrived; and

a notification means for notifying the business person a specific future contact date to contact the client has arrived.

7. The system of claim 6 wherein the system is accessible by logging onto an Internet site.

8. The system of claim 6 wherein at least one predetermined future contact date for special occasions, such as birthdays, anniversaries, holidays, or other occasions, is created by the system through the client information stored on the database.

9. The system of claim 6 wherein the database means has stored in memory an at least partially prefabricated design for at least one greeting card for use in maintaining contact with clients.

10. The system of claim 9 wherein client specific information is included in the prefabricated design for the greeting cards automatically.

11. The system of claim 9 further comprising sending means for electronically transmitting the greeting cards through an electronic medium, such as the Internet, to the client.

12. The system of claim 6 wherein the database means stores further information, including data on sales completed with specific clients and general sales data for the user.

13. The system of claim 12 wherein the further information stored is limited to automotive sales data.

14. A processor usable medium having processor readable code embodied therein for enabling calendaring of client contact times and actively reminding users of those contact times when the times arrive, the processor readable code in said processor usable medium comprising:

processor readable code for causing a processor to receive and store specific information about at least one client;

processor readable code for causing a processor to enter at least one predetermined future contact date for contacting a client;

processor readable code for causing a processor to determine the predetermined future contact date is imminent, respective to a processor encoded definition of imminent; and

processor readable code for causing a processor to notify the user that the predetermined contact date is imminent.

15. The medium according to claim 14, wherein the processor is accessed over the Internet.

16. The medium of claim 14 further comprising processor readable code for causing a processor to create at least one predetermined future contact date for special occasions, such as birthdays, anniversaries, holidays, or other occasions, through the stored client information.

17. The medium of claim 14 wherein the processor has stored in memory an at least partially prefabricated design for at least one greeting card for use in maintaining contact with clients.

18. The medium of claim 17 wherein client specific information is included in the prefabricated design for the greeting cards automatically.

19. The medium of claim 17 further comprising processor readable code for causing a processor to electronically transmit the greeting cards through an electronic medium, such as the Internet, to the client.