System, Apparatus and Method for Customer Requisition and Retention Via Real-time Information

• US 20130085809A1
• Filed: 09/28/2012
• Published: 04/04/2013
• Est. Priority Date: 09/29/2011
• Status: Abandoned Application

• Current Assignee: Interfaceit Operations Pty Limited
• Original Assignee: Interfaceit Operations Pty Limited
• Inventors: Muir, Jordan Kendall
• Application Number:
  US13/631,172
• Publication Number:
  US 20130085809A1
• Time in Patent Office: Days
• US Class Current: 705/7.34
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising

Abstract

A hand-held computing device and system is provided comprising an executable method for providing the user the ability to allocate geographical regions to a predetermined or on-the-fly representative or groups of representatives. The executable method in conjunction with the hand-held computing device provides a field representative with the means to view a predetermined allocation of customer'"'"'s houses or business addresses that are part of scheduled daily activity. The system provides user ability to access a particular property, display information at the point-of-sale, capture information including digital signatures and verbal verifications, and storing the outcome of the interaction in a particular case. A user interface on a hand-held computer device is provided that includes a group management module, a user allocation module, a team leader module, a customer interaction module, and a mapping module. A further user interface is provided at one or more web consoles. Said web console user interface includes a form builder module, a form management module, a reporting module, and an allocation module.

Claims

1. A system comprising:

a computing device;

an enterprise grade computer application, wherein the application processes transactions in the field while sales representatives facilitate door-to-door sales, wherein the system provides for the allocation of geographical regions to groups of representatives, provides representatives with view capability regarding said allocations, provides accessibility to property data, provides for the display of information at the point-of-sale, provides for the capture and storage of information including digital signatures and verbal verifications, and provides for the storage of data related to the outcome of an interaction.

2. The system of claim 1 wherein the application provides for the graphical display of data related to the location and performance of said representatives.

3. The system of claim 1 wherein the application provides for the display of forms prepopulated with stored or acquired data.

4. The system of claim 1 wherein the application provides for the acquisition of geographical data of all digital signatures and verbal verifications.

5. The system of claim 1 wherein the application provides for the accessibility to property data comprising customer profiling data, demographic data, geographic data, historic interaction data, and credit data.

6. The system of claim 1 wherein the application provides for the display of product information based on availability in the particular geographic area.

7. The system of claim 1 wherein the application provides for the suggestion of up-sell and cross-sell opportunities for a particular customer.

8. The system of claim 1 wherein the application provides for the graphical display of statistics such as penetration of a particular geographic area, number of sales within a geographic area, and land use within a geographic area.

9. The system of claim 1 wherein the application provides for communication between sales personnel and team managers.

10. A method comprising:

providing a computing device;

providing an enterprise grade computer application, wherein the application processes transactions in the field while sales representatives facilitate door-to-door sales, wherein the method provides for the allocation of geographical regions to groups of representatives, provides representatives with view capability regarding said allocations, provides accessibility to property data, provides for the display of information at the point-of-sale, provides for the capture and storage of information including digital signatures and verbal verifications, and provides for the storage of data related to the outcome of an interaction.

11. The method of claim 10 further providing for the graphical display of data related to the location and performance of said representatives.

12. The method of claim 10 further providing for the display of forms prepopulated with stored or acquired data.

13. The method of claim 10 further providing for the acquisition of geographical data of all digital signatures and verbal verifications.

14. The method of claim 10 further providing for the accessibility to property data comprising customer profiling data, demographic data, geographic data, historic interaction data, and credit data.

15. The method of claim 10 further providing for the display of product information based on availability in the particular geographic area.

16. The method of claim 10 further providing for the suggestion of upsell and cross-sell opportunities for a particular customer.

17. The method of claim 10 further providing for the geographical display of statistics such as penetration of a particular geographic area, number of sales within a geographic area, and land use within a geographic area.

18. The method of claim 10 further providing for communications between sales personnel and team manager.