Method and system of allocating a sales representative

• US 20060218046A1
• Filed: 03/22/2005
• Published: 09/28/2006
• Est. Priority Date: 03/22/2005
• Status: Abandoned Application

• Current Assignee: Cerado, Inc.
• Original Assignee: Cerado, Inc.
• Inventors: Carfi, Christopher, Chastaine, Leif
• Application Number:
  US11/086,512
• Publication Number:
  US 20060218046A1
• Time in Patent Office: Days
• US Class Current: 705/26
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0617 Representative agent

Abstract

A method and system is disclosed for providing for customer input during sales representative allocation by a vendor. According to the embodiments, a customer can participate in the allocation through a representative search function, a representative match function, and a contact find function, for instance. The system is generally employed on a server that handles database and processing operations. The system may also provide for searching and navigating via an internet connection through available sales representatives based on one or more traits of the sales representative.

Claims

13. A method for associating a vendor sales representative with a customer comprising:

receiving an action request from the customer;

if the action request is a representative search request, performing a representative search function, wherein the representative search function includes providing the customer with a first set of customer-representative matches, and wherein each match of the first set of customer-representative matches exhibits representative traits that correspond to selected traits submitted by the customer; and

if the action request is a representative match request, performing a representative match function, wherein the representative match function includes providing the customer with a second set of customer-representative matches, and wherein each match of the second set of customer-representative matches exhibits representative traits that correspond with traits of the customer.

14. The method for associating a vendor sales representative with a customer of claim 13, further comprising:

if the action request is a find contact request, performing a find contact function, wherein the find contact function includes providing the customer with a third set of customer-representative matches, and wherein each match of the third set of customer-representative matches was previously associated with the customer'"'"'s network.

15. The method for associating a vendor sales representative with a customer of claim 14, wherein being associated with the customer'"'"'s network includes being associated with a 1-degree separation.

16. The method for associating a vendor sales representative with a customer of claim 13, further comprising:

receiving from the customer a representative selection, indicative of at least one match provided to the customer.

17. A system for associating a vendor representative with a customer comprising:

a distributed network including a server, data storage, and a remote terminal communicatively inter-coupled;

a vendor representative database stored in data storage, wherein the vendor representative database is configured to store representative traits of vendor representatives;

program logic stored in data storage and executable by a processor on the server for (i) receiving a set of customer traits of the customer;

(ii) comparing the set of customer traits with the stored representative traits;

(iii) ranking customer-representative matching based on the comparison; and

(iv) providing a ranked listed of representatives to the customer, accessible at the remote terminal, whereby the customer may provide input as to which representative is assigned to the customer.

18. The system of claim 17, wherein at least a portion of the set of customer traits are received from any of (i) an online social network;

or (ii) traits stored in a vendor file associated with the customer.

19. The system of claim 17, further comprising a network interface for communicating with a customer premises computer across a packet network.

20. The system of claim 17, wherein the program logic further provides for (v) performing a representative search function;

and (vi) performing a contact find function.

21. A method for selecting a vendor sales representative for a customer comprising:

obtaining a set of customer traits, wherein at least a portion of the customer traits are obtained through an off-line source;

storing the set of customer traits in a data storage;

in response to a trigger, matching a given sales representative with the customer based on the set of stored customer traits; and

providing the customer an indicia of the given sales representative.

1. In a computer system, a method for associating a vendor sales representative with a customer comprising:

receiving from the customer a set of customer traits, including a set of demographic traits of the customer other than a geographic trait;

querying a database to select a set of representatives with representative traits that match the set of traits received from the customer;

providing the customer with indicia of the set of representatives; and

receiving from the customer a representative selection, wherein the representative selection is indicative of at least one of the representatives of the set of representatives.

2. The method of claim 1, further comprising adding the at least one of the representatives to the customer'"'"'s network.

3. The method of claim 1, wherein the vendor sales representative is a pharmaceutical company'"'"'s sales representative and the customer is a medical doctor who may prescribe medicine associated with the pharmaceutical company.

4. The method of claim 1, wherein communication with the customer occurs through a packet network.

5. The method of claim 1, wherein the set of representatives is only one representative.

6. The method of claim 1, further comprising ordering the set of representatives according to a match quality.

7. The method of claim 1, wherein all information exchange between the computer system and the customer occur through mediums selected from:

personal meeting with a vendor representative;

telephone conversation with the vendor representative;

post; and

fax.

8. The method of claim 1, wherein querying a database to select the set of representatives comprises:

for each trait of the customer, finding all representatives who (i) match or (ii) partially match that trait; and

for each representative, increase a match score of that representative using the function N for each match.

9. The method of claim 8, wherein N is a numeric variable and operates as a function of weighted customer and representative traits.

10. The method of claim 8, wherein N is a numeric variable and operates as a function of functional groups of traits.

11. The method of claim 8, further comprising:

sorting the representatives by match score in descending order.

12. The method of claim 8, wherein providing the customer with indicia of the set of representatives includes providing (i) a list of matching representatives;

(ii) summary information concerning each matching representative; and

(iii) an indicia for providing a graphical representation of the match score.

22. The method of claim 21, wherein the indicia is a print-out list including a set of best-matched sales representatives ranked according to a match score.

23. The method of claim 21, further comprising periodically determining whether a new vendor sales representative should be selected for the customer.

24. The method of claim 21, wherein at least a portion of the set of customer traits are obtained by a current sales representative.

25. The method of claim 21, wherein the offline sources include any of (1) direct customer statements concerning customer trait information;

(2) indirect customer statements concerning customer trait information;

(3) direct customer statements concerning desired traits concerning a potential sales representative;

or (4) indirect customer statements concerning the potential sales representative.

22-1. The method of claim 21, wherein the customer is not made aware that customer trait information is being obtained.

24-2. The method of claim 21, further comprising

Providing the customer with an indication that the customer'"'"'s input is a significant factor in the determination of the sales representative.

25-3. The method of claim 21, wherein the customer traits include non-demographic customer traits.