SYSTEM AND METHOD FOR LEAD MANAGEMENT AND LITERATURE DELIVERY

• US 20110231200A1
• Filed: 03/18/2011
• Published: 09/22/2011
• Est. Priority Date: 03/19/2010
• Status: Abandoned Application

• Current Assignee: Hills-Kahn Incorporated
• Original Assignee: Hills-Kahn Incorporated
• Inventors: Kahn, William, Hills, Dean
• Application Number:
  US13/052,031
• Publication Number:
  US 20110231200A1
• Time in Patent Office: Days
• US Class Current: 705/1.1
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising

Abstract

A lead management and literature delivery system includes: a controller configured to: receive information identifying a user, the information received including electronic contact information; receive a selection of one or more electronic items to be provided to the identified user; electronically deliver the one or more selected electronic items to the user using the electronic contact information; assign a relationship between the identified user and a sales representative; and automatically notify the sales representative of the assigned relationship, information relating to the user identification and the electronic items delivered to the user.

Claims

1. A lead management and literature delivery system comprising:

a controller configured to;

receive information identifying a user, the information received including electronic contact information;

receive a selection of one or more electronic items to be provided to the identified user;

electronically deliver the one or more selected electronic items to the user using the electronic contact information;

assign a relationship between the identified user and a sales representative; and

automatically notify the sales representative of the assigned relationship, information relating to the user identification and the electronic items delivered to the user.

2. The system of claim 1 wherein the information identifying the user is received, at least in part, via a barcode scanner.

3. The system of claim 1 wherein the information identifying the user is received, at least in part, via an RFID reader.

4. The system of claim 1 wherein the selection of one or more electronic items is made by a user through a touch screen interface.

5. The system of claim 1 wherein the controller is further configured to track the use of the one or more electronic items after delivery.

6. The system of claim 5 wherein the controller is configured to track the number of times the one or more electronic items are opened.

7. The system of claim 5 wherein the controller is configured to track the recipients to which the electronic items are forwarded.

10. The system of claim 1 wherein the relationship assigned between the user and sale representative is based on geography.

8. The system of claim wherein the notification of the sales representative of the assigned relationship includes the notification of the user'"'"'s receipt of one or more electronic items.

9. The system of claim 8 wherein the notification of the sales representative of the assigned relationship further includes the user'"'"'s preferred contact details.

11. A method of lead management and literature delivery comprising the steps of:

receiving information identifying a user, the information received including electronic contact information;

receiving a selection of one or more electronic items to be provided to the identified user;

electronically delivering the one or more selected electronic items to the user using the electronic contact information;

assigning a relationship between the identified user and a sales representative; and

automatically notifying the sales representative of the assigned relationship, information relating to the user identification and the electronic items delivered to the user.

12. The method of claim 11 further including the step of tracking the use of the one or more electronic items after delivery.

13. The method of claim 12 wherein the step of tracking the use of the one or more electronic items after delivery includes tracking the number of times the electronic items are opened.

14. The method of claim 12 wherein the step of tracking the use of the one or more electronic items after delivery includes tracking the recipients to which the electronic items are forwarded.

15. The method of claim 11 wherein the information identifying a user is received, at least in part, by reading information from a physical device.

16. The method of claim 15 wherein the physical device is an event badge.

17. The method of claim 16 wherein the event badge includes a barcode.

18. The method of claim 16 wherein the event badge includes an RFID element.