METHODS FOR SALES CALL DATA MANAGEMENT AND PROCESSING
First Claim
1. A method for assisting a representative in gauging effectiveness of message delivery to a customer, comprising the steps of:
- recording a date of a site visit by a representative with the customer into a local database;
downloading data concerning consumption of a product or service in a region which is attributable to the customer;
generating a chart of the acquired sales data;
superimposing site visit information on the chart for coordinated presentation to the representative; and
responding to interaction with the superimposed site visit information by presenting additional information from at least the local database.
1 Assignment
0 Petitions
Accused Products
Abstract
Sales Tool and methodology for field representatives of products or services records the dates of site visits with customers, acquires sales data concerning consumption of a product or service in a region which is attributable to the customer, generates a chart that depicts the acquired sales data and superimposes on the chart the site visit information so as to coordinate sales data and site visit information into a unified presentation to the representative. Software implementations can permit the representative to interact with the superimposed site visit information and cause additional information to be retrieved from the local database or elsewhere and be presented. Site visits can include other points-of-contact between the customer and the representative, his or her company, or his or her company'"'"'s materials.
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Citations
16 Claims
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1. A method for assisting a representative in gauging effectiveness of message delivery to a customer, comprising the steps of:
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recording a date of a site visit by a representative with the customer into a local database; downloading data concerning consumption of a product or service in a region which is attributable to the customer; generating a chart of the acquired sales data; superimposing site visit information on the chart for coordinated presentation to the representative; and responding to interaction with the superimposed site visit information by presenting additional information from at least the local database. - View Dependent Claims (2, 3, 4, 5, 6, 7)
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8. A method for assisting a representative in gauging effectiveness of message delivery to a customer, comprising the steps of:
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acquiring sales data concerning consumption of a product or service in a region which is attributable to the customer; downloading the acquired sales data; generating a chart of the acquired sales data; superimposing site visit information on the chart for coordinated presentation to the representative; and responding to interaction with the superimposed site visit information by presenting additional information from at least the local database. - View Dependent Claims (9, 10, 11, 12, 13, 14, 15)
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16. A method for gauging effectiveness of message delivery to a customer, comprising the steps of:
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recording a date of a point-of-contact with the customer into a local database; downloading data concerning consumption of a product or service in a region which is attributable to the customer; generating a chart of the acquired sales data; superimposing point-of-contact information on the chart for coordinated presentation to the representative; and responding to interaction with the superimposed point-of-contact information by presenting additional information from at least the local database.
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Specification