Automatic lead distribution and processing confirmation system and method

• US 7,047,206 B1
• Filed: 02/25/2000
• Issued: 05/16/2006
• Est. Priority Date: 02/25/2000
• Status: Expired due to Fees

• Current Assignee: Internet2000 Communication Equipment Inc.
• Original Assignee: Internet2000 Communication Equipment Inc.
• Inventors: Schultze, Axel
• Primary Examiner(s): MEINECKE DIAZ, SUSANNA M
• Application Number:
  US09/514,997
• Time in Patent Office: 2,272 Days
• Field of Search: 705/10, 705/9
• US Class Current: 705/7.15
• CPC Class Codes: G06Q 10/06311 Scheduling, planning or task assignment for a person or group
• CPC Class Codes: G06Q 10/063114 Status monitoring or status determination for a person or group
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data
• CPC Class Codes: G06Q 30/0205 Location or geographical consideration
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions

Abstract

A system and method for efficiently, accurately, and inexpensively receiving, assigning, and tracking leads. A lead unit integrates and stores the sales leads. A lead control unit can interface with an administrative unit to provide active leads to a reseller unit. A reseller control unit can determine whether a user is permitted to select leads. Selected leads can be removed from the set of active leads for a predetermined time period. The user can process a selected lead and identify a result for the lead. The lead control unit can place a selected and processed lead into a processed lead set. The reseller control unit can generate reports about the user'"'"'s active or processed leads.

Claims

1. A computer based method for providing leads to a sales agent from a remotely located electronic lead database system to enable the sales agent to contact the lead to determine interest in at least one of a product or a service, the electronic lead database system comprising an administrative unit and operated by a third party not under the control of the sales agent, the method comprising the steps of:

receiving by the electronic lead database system an electronic lead request from a sales agent;

providing a lead from the electronic lead database system to the sales agent in response to the lead request;

receiving by the electronic lead database system a lead selection from the sales agent, the lead selection providing an electronic lead selection signal to the administrative unit indicating that the sales agent elects to contact the lead;

moving the lead from an active set of the electronic lead database system to a selected set of the electronic lead database system for a predetermined time period, wherein leads in the selected set cannot be provided to a second sales agent; and

responsive to detecting the electronic lead selection signal by the administrative unit, triggering an automatic transmission from the electronic lead database system of a first confirmation message to the lead prior to the sales agent contacting the lead, the first confirmation message for introducing the lead to the sales agent.

2. The method of claim 1 wherein the lead request includes a lead selection parameter.

3. The method of claim 1 wherein the lead includes at least one of the group consisting of contact information and product information.

4. The method of claim 1 wherein the sales agent comprises one of the group consisting of a reseller, salesperson, and service provider.

5. The method of claim 1 wherein the lead request comprises at least one of the group consisting of a service request and a product request.

6. The method of claim 1 further comprising:

sending a second confirmation message to the sales agent.

7. The method of claim 6 wherein the first and second confirmation messages are sent via a wide area network.

8. The method of claim 7 wherein said wide area network is an Internet.

9. The method of claim 1 further comprising:

sending a third confirmation message to an administrator.

10. The method of claim 1 wherein the step of providing further comprises:

determining whether the lead request is authorized for the sales agent.

11. The method of claim 1 wherein the step of providing further comprises:

receiving, from the sales agent, a lead selection parameter;

searching the electronic lead database for the lead selection parameter to generate a search result; and

providing the search result to the sales agent.

12. The method of claim 11 wherein the lead selection parameter comprises one of geographical location and product.

13. The method of claim 1 further comprising:

replacing the lead into the active set of the electronic lead database to make the lead available for a second lead request after the predetermined time period has expired.

14. The method of claim 13 wherein the second lead request is issued by a second sales agent.

15. The method of claim 1 further comprising:

receiving, from the sales agent, a message comprising a result for the lead; and

storing the result in the electronic lead database.

16. The method of claim 15 further comprising:

parsing the message to identify the result.

17. The method of claim 15 further comprising:

sending at least one of the group consisting of a result confirmation to the sales agent and a result notification to the lead.

18. A method for requesting a lead by a sales agent, the method comprising the steps of:

sending a lead request to an electronic lead database system, the electronic lead database system comprising an administrative unit and operated by a third party not under the control of the sales agent;

receiving a lead from the electronic lead database system;

sending a lead selection to the electronic lead database, the lead selection providing an electronic lead selection signal to the administrative unit indicating that the sales agent has selected the lead, the sales agent for contacting the lead to determine interest in at least one of a product and a service, wherein the lead in the electronic lead database system is moved to a selected set of the electronic lead database for a predetermined time period after sending the lead selection, wherein leads in the selected set cannot be provided to a second sales agent and further wherein responsive to detecting the electronic lead selection signal by the administrative unit, automatic transmission from the electronic lead database system of an automatic first confirmation message to the lead is triggered prior to the sales agent contacting the lead, the first confirmation message for introducing the lead to the sales agent.

19. The method of claim 18 wherein the lead request comprises a service request.

20. The method of claim 18 further comprising:

sending a lead selection parameter to the electronic lead database for querying a subset of leads.

21. The method of claim 18 further comprising:

processing the selected lead to determine a result for the selected lead.

22. The method of claim 21 wherein the result comprises one of the group consisting of a sale, a no interest response, an evaluation, and a project.

23. The method of claim 21 wherein the step of processing the selected lead further comprises:

identifying the result for the selected lead; and

sending the result to the electronic lead database for storage of the result.

24. A system for providing leads from a electronic lead database to enable a sales agent to contact the leads to determine interest in at least one of a product or a service, the system operated by a third party not under the control of the sales agent and comprising:

a lead unit configured to receive a lead request from a sales agent;

a lead control unit communicatively coupled to the lead unit and configured to provide a lead from the electronic lead database to the sales agent in response to the lead request;

an administrative unit communicatively coupled to the lead control unit and configured to receive an electronic lead selection signal responsive to a lead selection from the sales agent, the lead selection indicating that the sales agent elects to contact the lead;

a timing unit configured to move the lead from an active set of the electronic lead database to a selected set of the electronic lead database for a predetermined time period wherein leads in the selectedset cannot be provided to a second sales agent; and

an input/output unit communicatively coupled to the administrative unit and configured to transmit an automatic first confirmation message to the lead prior to the sales agent contacting the lead upon being triggered by the administrative unit responding to detection of the electronic lead selection signal, the first confirmation message for introducing the lead to the sales agent.

25. The system of claim 24 wherein the administrative unit is further configured to receive, from the sales agent, a lead selection parameter, wherein the lead control unit is further configured to search the lead for the lead selection parameter to generate a search result and to provide the search result to the sales agent.

26. The system of claim 24 further comprising:

a reseller control unit communicatively coupled to the lead unit and configured to determine whether the lead request is authorized for the sales agent.

27. The system of claim 24 wherein the administrative control unit is further configured to send a second confirmation message to the sales agent.

28. The system of claim 24 wherein the timing unit is further configured to replace the lead into the active set of the electronic lead database to make the lead available for a second lead request after the predetermined time period has expired.

29. The system of claim 24 further comprising:

a lead status unit configured to receive, from the sales agent, a message comprising a result for the lead and to store the result in the electronic lead database.

30. The system of claim 29 wherein the result comprises one of the group consisting of a sale, a no interest response, an evaluation, and a project.

31. A computer readable medium for providing leads to a sales agent from a remotely located electronic lead database system to enable the sales agent to contact the lead to determine interest in at least one of a product or a service, the electronic lead database system comprising an administrative unit and operated by a third party not under the control of the sales agent, the computer readable medium comprising:

program instructions for receiving a lead request from a sales agent;

program instructions for providing a lead from the electronic lead database to the sales agent in response to the lead request the sales agent capable of contacting the lead to determine interest in at least one of a product and a service; and

program instructions for receiving a lead selection from the sales agent, the lead selection providing an electronic lead selection signal to the administrative unit and indicating that the sales agent elects to contact the lead;

program instructions for moving the lead from an active set of the electronic lead database to a selected set of the electronic lead database for a predetermined time period, wherein leads in the selected set cannot be provided to a second sales agent; and

program instructions for triggering, responsive to detecting the electronic lead selection signal by the administrative unit, transmission from the electronic lead database system of a first confirmation message to the lead prior to the sales agent contacting the lead, the first confirmation message for introducing the lead to the sales agent.

32. The computer readable medium of claim 31 further comprising:

program instructions for removing the lead from the electronic lead database to prevent the lead from being provided to a second sales agent.

33. The computer readable medium of claim 31 further comprising:

program instructions for replacing the lead into the active set of the electronic lead database to make the lead available for a second lead request after the predetermined time period has expired.

34. The computer readable medium of claim 31 further comprising:

program instructions for receiving, from the sales agent, a message comprising a result for the lead; and

program instructions for storing the result in the electronic lead database.

35. The computer readable medium of claim 34 further comprising:

program instructions for sending at least one of a result confirmation to the sales agent and a result notification to the lead.

36. A method for providing leads to a sales agent from a remotely located electronic lead database system to enable the sales agent to contact the leads to determine interest in at least one of a product or a service, the electronic lead database system comprising an administrative unit and operated by a third party not under the control of the sales agent, the method comprising the steps of:

receiving by the electronic lead database system an electronic lead request from a sales agent;

providing a lead from the electronic lead database system to the sales agent in response to the lead request;

moving the lead from an active set of the electronic lead database system to a selected set of the electronic lead database system for a predetermined time period, wherein leads in the selected set cannot be provided to a second sales agent;

triggering an automatic transmission from the electronic lead database system of a first electronic confirmation message to the lead prior to the sales agent contacting the lead, the first electronic confirmation message for introducing the lead to the sales agent, wherein the automatic transmission is triggered responsive to detecting an electronic lead selection signal by the administrative unit generated in response to the sales agent selecting a lead.

37. The method of claim 36 wherein the lead request includes a lead selection parameter.

38. The method of claim 36 wherein the lead includes at least one of contact information and product information.

39. The method of claim 36 wherein the sales agent comprises one of a reseller, a salesperson, and a service provider.

40. The method of claim 36 wherein the lead request comprises at least one of the group consisting of a service request and a product request.

41. The method of claim 36 wherein the first confirmation message is sent via a wide area network.

42. The method of claim 41 wherein said wide area network is an Internet.

43. The method of claim 36 further comprising:

sending a second confirmation message to an administrator.

44. The method of claim 36 wherein the step of providing further comprises:

determining whether the lead request is authorized for the sales agent.

45. The method of claim 36 wherein the step of providing further comprises:

receiving, from the sales agent, a lead selection parameter;

searching the lead for the lead selection parameter to generate a search result; and

providing the search result to the sales agent.

46. The method of claim 45 wherein the lead selection parameter comprises one of the group consisting of a geographical location and a product.

47. The method of claim 36 further comprising:

removing the lead from the electronic lead database to prevent the lead from being provided to a second sales agent.

48. The method of claim 36 further comprising:

providing the lead from the electronic lead database to a second sales agent in response to a second lead request, the second sales agent for contacting the lead to determine interest in at least one of a product and a service; and

sending a second electronic confirmation message to the lead, the second electronic confirmation message configured to indicate that the second sales agent has elected to contact the lead.

49. The method of claim 36 further comprising:

receiving, from the sales agent, a message comprising a result for the lead; and

storing the result in the electronic lead database.

50. The method of claim 49 further comprising:

parsing the message to identify the result.

51. The method of claim 49 further comprising:

sending at least one of a result confirmation to the sales agent and a result notification to the lead.

52. The method of claim 36, further comprising:

receiving by the electronic lead database a lead selection from the sales agent, the lead selection indicating that the sales agent elects to contact the lead.

53. The method of claim 36, further comprising:

sending a second electronic confirmation message to the sales agent.