Collaborative campaign execution system
First Claim
1. A method of executing a marketing campaign, the method comprising:
- selecting collateral for a proposed marketing message;
associating the marketing message with a plurality of customers;
for each customer in the plurality of customers, (i) generating a proposed marketing message;
(ii) assigning a sales representative to the customer using an automated assignment rule;
(iii) electronically communicating the customer-to-sales representative assignment made according to the automated assignment rule to the assigned sales representative and (iv) allowing the assigned sales representative to modify the proposed marketing message for the customer to create a personalized marketing message; and
delivering personal modified marketing messages to customers.
2 Assignments
0 Petitions
Accused Products
Abstract
A method of executing a marketing campaign. In one embodiment the method comprises selecting collateral for a proposed marketing message and associating the marketing message with a plurality of customers. For each customer in the plurality of customers, a proposed marketing message is generated; a sales representative is assigned to the customer using an automated assignment rule; the customer-to-sales representative assignment made according to the automated assignment rule is electronically communicated to the assigned sales representative and the assigned sales representative is allowed to modify the proposed marketing message for the customer to create a personalized marketing message. The method also includes delivering the personal modified marketing messages to customers.
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Citations
17 Claims
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1. A method of executing a marketing campaign, the method comprising:
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selecting collateral for a proposed marketing message;
associating the marketing message with a plurality of customers;
for each customer in the plurality of customers, (i) generating a proposed marketing message;
(ii) assigning a sales representative to the customer using an automated assignment rule;
(iii) electronically communicating the customer-to-sales representative assignment made according to the automated assignment rule to the assigned sales representative and (iv) allowing the assigned sales representative to modify the proposed marketing message for the customer to create a personalized marketing message; and
delivering personal modified marketing messages to customers. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9)
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10. A method of executing a marketing campaign, the method comprising:
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creating a template comprising a plurality of fields for a marketing campaign and storing the template on a computer-readable memory;
creating a customer list and storing the customer list on a computer-readable memory;
generating a marketing campaign comprising a plurality of proposed marketing messages by populating at least some of the fields in the template with information from the customer list;
assigning sales representatives to individual ones of the plurality of proposed marketing messages using an automated assignment rule;
electronically communicating the proposed marketing messages to assigned sales representatives;
allowing each assigned sales representative to modify the proposed marketing messages assigned to him or her thereby creating a plurality of personalized marketing messages; and
delivering the personalized marketing messages to customers. - View Dependent Claims (11, 12, 13, 14)
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15. A system for executing a marketing campaign, the system comprising:
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a template design component configured to allow one or more users to prepare templates for marketing campaigns;
a campaign creation component configured to generate a plurality of proposed marketing messages from a template prepared by the template design component and a customer list;
a sales component configured to assign a sales representative to each of the plurality of proposed marketing messages, notify sales representatives of proposed marketing messages assigned to them and allow sales representatives to modify the proposed marketing messages; and
a delivery component configured to deliver modified marketing messages to customers. - View Dependent Claims (16)
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17. A system for executing a marketing campaign, the system comprising:
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template design means for allowing one or more users to prepare templates for marketing campaigns;
campaign creating means for generating a plurality of proposed marketing messages from a template prepared by the template design means and a customer list;
sales component means for assigning a sales representative to each of the plurality of proposed marketing messages, notifying sales representatives of proposed marketing messages assigned to them and allowing sales representatives to modify the proposed marketing messages; and
message delivery means for delivering marketing messages to customers.
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Specification