Systems and Methods for Contact Management and Referral Engine

• US 20130268529A1
• Filed: 09/30/2012
• Published: 10/10/2013
• Est. Priority Date: 09/30/2011
• Status: Abandoned Application

• Current Assignee: Troika Inc
• Original Assignee: Troika Inc
• Inventors: Butts, Phillip
• Application Number:
  US13/632,057
• Publication Number:
  US 20130268529A1
• Time in Patent Office: Days
• US Class Current: 707/736
• CPC Class Codes: G06F 16/284 Relational databases
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

The present system allows business people to organize, receive and transfer key information about themselves and their contacts through the use of videos, audio and text. Users can create their own profile video (either from a pre-set group of videos or videos they create and name themselves) that may then be disseminated to their entire contact list, prompting their network to join the system. The system in one embodiment provides an effective way to give referrals to others as a path to in turn receiving referrals. The system also provides a way for users to associate a plurality of multimedia clips with then profile, so that other users can easily learn what a user does, what they look like, and what referrals would be of most use to the user. The system provides templates and guidelines to creating the multimedia clip and creates an easy platform for sharing the information with others. This would include an easy, effective way for members of groups, clubs, organizations, etc, to become more familiar with their members thus providing a more effective business and personal engagement. All of this is accomplished in a controlled, secure environment.

Claims

1. A method of maintaining contacts comprising:

In a computer system;

Storing a contact profile in a database;

Associating at least one multimedia clip with the contact profile;

Displaying a contact-centric toolbar with the profile of the contact that causes functions to be associated with the specific contact.

2. The method of claim 1 wherein the multimedia clip is a video clip.

3. The method of claim 2 wherein the multimedia clip is limited to a specific time length.

4. The method of claim 1 further including forwarding a referral of a first contact to a second contact upon the approval of the first contact.

5. The method of claim 4 further including, tracking of all referrals made using the system.

6. The method of claim 1 further including, displaying a map associated with the contact and identifying all other contacts within a specified distance of the contact.

7. The method of claim 2 further including creating a video clip using the system wherein a user selects a type and length of video clip;

the system provides a suggested teleprompter script, and the system displays the teleprompter script during recording.

8. The method of claim 7 wherein the user may edit the teleprompter script.

9. The method of claim 2 wherein the system provides a plurality of pre-set business clips to stimulate a user to create those clips.

10. The method of claim 1 further including creating a group comprising a plurality of contacts and wherein contact information and multimedia clips can be exchanged within the group.