System and method of making sales calls

• US 20120265576A1
• Filed: 05/07/2012
• Published: 10/18/2012
• Est. Priority Date: 08/30/2004
• Status: Abandoned Application

• Current Assignee: Robert H. Howard
• Original Assignee: Robert H. Howard
• Inventors: Howard, Robert H.
• Application Number:
  US13/465,702
• Publication Number:
  US 20120265576A1
• Time in Patent Office: Days
• US Class Current: 705/7.15
• CPC Class Codes: G06F 16/248 Presentation of query results
• CPC Class Codes: G06F 40/18 of spreadsheets form-filling G06F40/174
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling

Abstract

A database navigation system for navigation and use of sales target information in a database, wherein a salesperson navigates the database by logging into the secured system. Once logged in, the system displays a Leads Worksheet that lists the sales targets from the database assigned to that user and the name of a prospecting cycle that the user will follow with that target. The prospecting cycle includes several management-defined steps, which actions the user completes using the tools provided. The history of user interaction with target data creates metrics used by the salesperson and management to evaluate performance and generate performance reports. The database navigation system is essentially an automated “cold call” sales prospecting process.

Claims

1. A method of using a database navigation system on a server computer for producing closure to selected sales targets in a sales database by recording a successful contact with the target, recycling the target within database, or removing the target from the database, all by utilizing two main screens and a mouse, the method comprising the steps of:

providing a database navigation system including a database on a server computer having at least one computer processor and at least one remote computer with software operational thereon providing access to the a database through a network, the remote computer including an input/output device and display screens interactive therewith;

the database navigation system using the at least one computer processor to generate a navigable worksheet from the database;

the database navigation system providing access to the worksheet for at least one salesperson user;

the navigable worksheet including at least one active target customer for a sale assigned to the salesperson user;

the navigation system displaying the at least one active target customer;

the database navigation system allowing the user to select sales targets from the worksheet;

the system automatically creating a to-do list based on the targets selected by the user and an action page displaying the first active target on the user'"'"'s to-do list;

on the action page, the system displaying a recommended step in a prospecting cycle for the target;

the database navigation system providing the user the ability to stop the progression of the pursuit process at the current step;

the database navigation system generating steps for achieving closure of a sale to a customer following the pursuit of the selected targets, the steps being generated by the at least one computer processor based upon actions for conducting sales;

the system receiving user inputs regarding selected and/or completed steps;

the system recording any user comments and reactions to any phone calls;

the system running automated actions, and updating the target'"'"'s information in the system'"'"'s database;

the system automatically generating the next steps in the target'"'"'s prospecting cycle;

the system determining if the to-do list is completed;

if the to-do list is completed, the system displaying each active or current target assigned to the user;

if the to-do list is not completed, the system activating the next target in the to-do list and the action page displaying the newly-activated target.

2. The method of claim 1 wherein the action page contains pre-defined steps for use in achieving closure in the pursuit of the selected target.

3. The method of claim 2 wherein the steps are part of a sales cycle assigned to the target.

4. The method of claim 2 wherein the accessing page includes pre-defined reactions that result from the action taken in each step.

5. The method of claim 4 wherein the pre-defined steps include a first call, a second call, a third call, through N# of calls as defined.

6. The method of claim 4 wherein the reaction to the step is left a voice mail, left no voice mail, had a conversation with the target, made an appointment with the target, returned a call and had a conversation with the target, or returned a call and made an appointment with the target.

7. The method of claim 1 wherein the action page includes a voice mail script that is read when leaving a voice mail for the target.

8. The method of claim 1 wherein the action page includes a conversation script that is read when leaving conversing with the target.

9. The method of claim 2 wherein the action page includes a pre-defined e-mail that is transmitted after a pre-defined step is executed.

10. The method of claim 9 wherein the e-mail contains an attachment.

11. The method of claim 10 wherein the attachment is a video clip.

12. The method of claim 9 wherein the transmittal of the e-mail can be delayed.

13. The method of claim 2 wherein once the pre-defined step is executed, the next selected target is displayed on the action screen.

21. The system of claim 1, wherein the system further provides for the user to select to remain in the current step indefinitely.

22. The system of claim 1, wherein the system further provides for the user to select to remain in the current step until the user selects otherwise or until midnight strikes, whereupon the system continues with the regular cycle.

14. A database navigation system for producing closure to selected sales targets in a database by recording a successful contact with the target, recycling the target within the database, or removing the target from the database, all by utilizing two main screens and a mouse, the database navigation system comprising:

a database navigation system including a database executed on a server computer having at least one computer processor and at least one remote computer with software operational thereon providing access to the a database through a network, the remote computer including an input/output device and display screens interactive therewith;

a worksheet generated by the at least one computer processor from the database, and the system providing target selection options that are selectable by a salesperson user accessing the database from the at least one remote computer;

the database navigation system automatically generating using the at least one computer processor an action page displaying at least one selected target for a sale assigned to the salesperson user; and

the database navigation system automatically generating using the at least one computer processor a correct pursuit step for achieving closure to the selected targets by the user;

the system receiving user inputs regarding the at least one pursuit step;

the system running automated actions, and updating the target'"'"'s information in the system'"'"'s database;

the system automatically generating and displaying the next pursuit steps in the target'"'"'s prospecting cycle, and

the system providing the user the ability to stop the progression of the pursuit process at the current step.

15. The system of claim 14 wherein the action page includes pre-defined steps for use in achieving closure in the pursuit of the selected target, the pre-defined steps being generated automatically by the system to be followed by the user.

16. The system of claim 15 wherein the steps are part of a sales cycle assigned to the target.

17. The system of claim 15 wherein the accessing page includes a pre-defined reactions to each step.

18. The system of claim 15 wherein the pre-defined steps include a first call, a second call, or a third call.

19. The system of claim 15 wherein the reaction to the step is left a voice mail, left no voice mail, had a conversation with the target, made an appointment with the target, returned a call and left a voice mail, returned a call and had a conversation with the target, or returned a call and had a conversation with the target, or returned a call and made an appointment with the target.

20. The system of claim 15 wherein once the pre-defined step is executed, the next selected target is displayed on the action screen.

23. The system of claim 14, wherein the system further provides for the user to select to remain in the current step indefinitely.

24. The system of claim 14, wherein the system further provides for the user to select to remain in the current step until the user selects otherwise or until midnight strikes, whereupon the system continues with the regular cycle.