Apparatus and method for creating a marketing intiative
First Claim
Patent Images
1. A method for creating a marketing initiative comprising the steps, performed by a processor, of:
- inputting offer parameters for a new initiative, including an initiative time period and an initiative description;
associating customer selection criteria with the offer parameters;
determining a likelihood that the new initiative will be effective prior to use of the new initiative using stored statistics reflecting hit rates based on characteristics of other past initiatives, where the hit rates indicate the number of times an initiative was selected as being relevant to a customer request; and
providing a result indicating the effectiveness of the new initiative.
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Abstract
An apparatus and method for creating or presenting marketing initiatives in a sales manager system. A user inputs offer parameters for a new initiative. The offer parameters includes an initiative time period and an initiative description. After the parameters have been entered, customer selection criteria is associated with those parameters. The effectiveness of the new initiative is determined using stored statistics associated with past initiatives, after which, the new initiative is complete and is stored in a database.
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Citations
46 Claims
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1. A method for creating a marketing initiative comprising the steps, performed by a processor, of:
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inputting offer parameters for a new initiative, including an initiative time period and an initiative description;
associating customer selection criteria with the offer parameters;
determining a likelihood that the new initiative will be effective prior to use of the new initiative using stored statistics reflecting hit rates based on characteristics of other past initiatives, where the hit rates indicate the number of times an initiative was selected as being relevant to a customer request; and
providing a result indicating the effectiveness of the new initiative. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9)
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10. A sales manager system including a sales manager workstation for creating a marketing initiative comprising:
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a sales manager workstation controller including means for entering offer parameters for a new initiative and means for associating customer selection criteria with the offer parameters; and
a trend analysis unit using stored statistics reflecting hit rates based on characteristics of other past initiatives to determine a likelihood that the new initiative will be effective prior to use of the new initiative, where the hit rates indicate the number of times an initiative was selected as being relevant to a customer request, and wherein a result is provided indicating the effectiveness of the new initiative. - View Dependent Claims (11, 12, 13, 14, 15, 16, 17)
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18. A sales manager system comprising:
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a sales manager workstation for creating a marketing initiative, said sales manager workstation including a sales manager workstation controller including means for entering offer parameters for a new initiative and means for associating customer selection criteria with the offer parameters, a trend analysis unit using stored statistics reflecting hit rates based on characteristics of other past initiatives to determine a likelihood that the new initiative will be effective prior to use of the new initiative, where the hit rates indicate the number of times an initiative was selected as being relevant to a customer request, and an impact analysis unit for determining an impact of the new initiative on other initiatives stored in a database;
a decision support subsystem (DSS) database connected to the sales manager for storing the new initiative;
a runtime offers subsystem connected to the DSS database for using information from a customer request to determine a most targeted initiative; and
a marketing host connected to the runtime offers subsystem, said marketing host including means for sending customer requests to the runtime offers subsystem. - View Dependent Claims (19, 20)
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21. A method for creating a marketing initiative comprising the steps, performed by a processor, of:
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inputting a set of new initiatives, wherein each initiative includes an initiative time period and an initiative description;
associating customer selection criteria with each new initiative;
determining a likelihood that each new initiative will be effective prior to use of the new initiatives using stored statistics reflecting hit rates based on characteristics of other past initiatives, where the hit rates indicate the number of times an initiative was selected as being relevant to a customer request; and
providing a result indicating the effectiveness of each new initiative. - View Dependent Claims (22, 23)
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24. A data processing system for creating a marketing initiative, comprising:
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a memory having program instructions; and
a processor responsive to the program instructions to input offer parameters for a new initiative, including an initiative time period and an initiative description, associate customer selection criteria with the offer parameters, determine a likelihood that the new initiative will be effective prior to use of the new initiative using stored statistics reflecting hit rates based on characteristics of other past initiatives, where the hit rates indicate the number of times an initiative was selected as being relevant to a customer request, and provide a result indicating the effectiveness of the new initiative.
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25. A method for creating a marketing initiative comprising the steps, performed by a processor, of:
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(a) receiving offer parameters from a user for a new initiative;
(b) determining a likelihood that the new initiative will be effective prior to use of the new initiative using stored statistics associated with other past initiatives;
(c) providing a result indicating the effectiveness of the new initiative to the user;
(d) receiving an indication from the user that the user is satisfied with the new initiative; and
(e) storing the new initiative in a database for subsequent use. - View Dependent Claims (26, 27, 28, 29, 30, 31, 32)
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33. A system for creating a marketing initiative comprising:
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a memory having program instructions; and
a processor responsive to the program instructions such that said processor at least;
(a) receives offer parameters from a user for a new initiative;
(b) determines a likelihood that the new initiative will be effective prior to use of the new initiative using stored statistics associated with other past initiatives;
(c) provides a result indicating the effectiveness of the new initiative to the user;
(d) receives an indication from the user that the user is satisfied with the new initiative; and
(e) stores the new initiative in a database for subsequent use. - View Dependent Claims (34, 35, 36, 37, 38, 39, 40)
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41. A method for creating a marketing initiative comprising the steps, performed by a processor, of:
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(a) receiving offer parameters from a user for a new initiative;
(b) determining a likelihood that the new initiative will be effective using stored statistics associated with other past initiatives, wherein said determining comprises;
extracting key values from the new initiative;
structuring the key values into key-paths; and
comparing the key-paths of the initiative with key-paths of past initiatives;
(c) providing a result indicating the effectiveness of the new initiative to the user;
(d) receiving an indication from the user that the user is satisfied with the new initiative; and
(e) storing the new initiative in a database for subsequent use. - View Dependent Claims (42)
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43. A system for creating a marketing initiative comprising:
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a memory having program instructions; and
a processor responsive to the program instructions such that said processor;
(a) receives offer parameters from a user for a new initiative;
(b) determines a likelihood that the new initiative will be effective using stored statistics associated with other past initiatives, wherein said processor at least;
extracts key values from the new initiative;
structures the key values into key-paths; and
compares the key-paths of the initiative with key-paths of past initiatives;
(c) provides a result indicating the effectiveness of the new initiative to the user;
(d) receives an indication from the user that the user is satisfied with the new initiative; and
(e) stores the new initiative in a database for subsequent use. - View Dependent Claims (44)
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45. A method for creating a marketing initiative comprising the steps, performed by a processor, of:
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(a) receiving offer parameters from a user for a new initiative;
(b) determining a likelihood that the new initiative will be effective using stored statistics associated with other past initiatives;
(c) providing a result indicating the effectiveness of the new initiative to the user;
(d) receiving an indication from the user that the user is satisfied with the new initiative;
(e) comparing contract obligations associated with the user with the initiative to determine whether the initiative violates any of the user'"'"'s contract obligations; and
(f) storing the new initiative in a database for subsequent use.
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46. A system for creating a marketing initiative comprising:
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a memory having program instructions; and
a processor responsive to the program instructions such that said processor at least;
(a) receives offer parameters from a user for a new initiative;
(b) determines a likelihood that the new initiative will be effective using stored statistics associated with other past initiatives;
(c) provides a result indicating the effectiveness of the new initiative to the user;
(d) receives an indication from the user that the user is satisfied with the new initiative;
(e) compares contract obligations associated with the user with the initiative to determine whether the initiative violates any of the user'"'"'s contract obligations; and
(f) stores the new initiative in a database for subsequent use.
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Specification