SALES MANAGEMENT TOOL
First Claim
Patent Images
1. A sales management tool, comprising:
- a database containing data;
a mobile device configured to request data from the database regarding a potential sale and further configured to send results back to the database; and
a server configured to flag the results as verified.
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Accused Products
Abstract
A sales management tool utilizes a mobile device configured to request data from a database regarding a neighborhood within proximity of that sale. The mobile device sends results back to the database, wherein the results are flagged as verified. A simplified prequalification system is shown where a salesperson may select a house on a map to run a prequalification on the residents.
35 Citations
18 Claims
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1. A sales management tool, comprising:
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a database containing data; a mobile device configured to request data from the database regarding a potential sale and further configured to send results back to the database; and a server configured to flag the results as verified. - View Dependent Claims (2, 3, 4, 5, 6)
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7. A sales management tool, comprising:
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a database containing neighborhood data, the neighborhood data containing information about expected occupants at addresses within the neighborhood; a mobile device configured to send a current position, and receive a list of expected occupants at addresses near the current position; and a server configured to prepare a pre-qualification check for one of the homes using the expected occupants information retrieved from the address.
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8. A sales management process, comprising:
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requesting information about a potential sale from a database while near the site of the sale; surveying the sales site for referral information; sending the results of the survey back to the database; and flagging the survey results as verified. - View Dependent Claims (9, 10, 11, 12, 13)
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14. A sales management process, comprising:
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sending a current position to a server; receiving a list of addresses and expected occupants from the server based on the current position; requesting a credit check on an address constructed from the expected occupant data; and receiving the results of the credit check.
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15. A sales management process, comprising:
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sending a current position of a salesperson to a server; receiving a list of addresses and expected occupants from the server based on the current position; enhancing the data with a status associated with each address; receiving an update to the status associated with an address after a status change has occurred; and sending an update to the status associated with an address after a status change has occurred by the salesperson.
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16. A sales management process, comprising:
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selecting a house on a map on a mobile device; selecting an expected occupant name, the name retrieved based on the house'"'"'s address on the mobile device; selecting to run a pre-qualification on the expected occupant name on the mobile device; and receiving a result of the pre-qualification on the mobile device.
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17. A sales management process, comprising:
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inputting a house number into mobile device; using the house number in a request to a server;
returning data to the mobile device about the house;restricting the mobile device from more data until a survey is complete;
sending results of the survey to a server;unrestricting the mobile device once the results of the survey have been sent; and marking the results of the survey as verified.
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18. A sales management process, comprising:
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requiring a plurality of sales agents to survey a plurality of sales sites in the vicinity of sales attempts; marking the survey data as verified; and
plotting sales routes based on the survey data.
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Specification