METHOD AND SYSTEM FOR PROVIDING ENHANCED SALES AND MARKETING TOOL
First Claim
1. A computer-implemented method for dynamically capturing project data and presenting visualization to a customer using a mobile computing device during an on-site sales visit, the visualization related to captured project data and a prospective building improvement, the method comprising:
- a. inputting data representing a description of building elements existing in a building using a user interface operating on the mobile computing device during an on-site survey of the building;
b. storing the input data on the mobile computing device and associating the stored data with a unique project record;
c. generating and presenting a set of one or more visualization images via a display associated with the mobile computing device, the set of one or more visualization images representing a prospective building improvement related at least in part to replacement of one or more existing building elements; and
d. temporally proximate to the on-site survey, generating on-site a firm quotation related to the building improvement and to replacement of one or more existing building elements.
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Accused Products
Abstract
An integrated system assists sales professionals in preparing for and presenting sales demonstrations and in capturing project-specific data for use in quoting projects in real-time. A central server-side computer-based system is used with remote client-side applications. A Sales “Walk About” Tool (“SWAT”) includes visualization functionality and data capture routine(s) implemented using a mobile user-client device as an effective mobile sales tool. The SWAT system assigns projects, tracks sales efforts, captures data, schedules sales calls and coordinates installation.
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Citations
26 Claims
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1. A computer-implemented method for dynamically capturing project data and presenting visualization to a customer using a mobile computing device during an on-site sales visit, the visualization related to captured project data and a prospective building improvement, the method comprising:
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a. inputting data representing a description of building elements existing in a building using a user interface operating on the mobile computing device during an on-site survey of the building; b. storing the input data on the mobile computing device and associating the stored data with a unique project record; c. generating and presenting a set of one or more visualization images via a display associated with the mobile computing device, the set of one or more visualization images representing a prospective building improvement related at least in part to replacement of one or more existing building elements; and d. temporally proximate to the on-site survey, generating on-site a firm quotation related to the building improvement and to replacement of one or more existing building elements. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13)
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14. A computer-based system comprising:
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a central server having a processor for executing instructions, a memory for storing instructions, a database containing information related to replacement products or building improvement services, and a communications interface for communicating remotely with field deployed machines; a mobile computing device having a processor for executing instructions, a memory for storing instructions and data, a display for presenting information, and a user interface for processing inputs related to displayed information, the mobile computing device having a communications interface for connecting remotely with the central server via a communications network; and a sales walk about tool (SWAT) comprising instructions when executed by the mobile computing device processor adapted to; a) present a user interface for receiving a set of survey input data representing a description of building elements existing in a building during an on-site survey of the building; b) store the set of survey input data on the mobile computing device memory and associate the stored data with a unique project record; and c) generate a firm quotation related to providing services or replacement products corresponding to the existing building elements. - View Dependent Claims (15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26)
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Specification