System and method for generating, capturing, and managing customer lead information over a computer network

• US 7,340,411 B2
• Filed: 10/20/2003
• Issued: 03/04/2008
• Est. Priority Date: 02/26/1998
• Status: Expired due to Term

• Current Assignee: CXT Systems, Inc. (Quest Patent Research Corporation)
• Original Assignee: Rachael L. Cook
• Inventors: Cook, Rachael L.
• Primary Examiner(s): MEINECKE DIAZ, SUSANNA M
• Application Number:
  US10/689,570
• Publication Number:
  US 20060064340A1
• Time in Patent Office: 1,597 Days
• Field of Search: 705/10
• US Class Current: 705/7.13
• CPC Class Codes: G06Q 10/06311 Scheduling, planning or task assignment for a person or group
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data
• CPC Class Codes: G06Q 30/0203 Market surveys; Market polls
• CPC Class Codes: G06Q 30/0204 Market segmentation

Abstract

A customer lead management system that relates to a system and method for collecting and organizing customer-marketing data, which is then made available to business representatives to assess. Specifically, using a computer network, and data on a potential customer'"'"'s Budget, Authority, Needs, Timeframe, and other related customer data is collected. While this data is being collected, the customer lead management system stores the customer lead data in real-time instantly, automatically ranking the viability of the customer lead on the interest level of the customer lead and other variable criteria used in the web-based algorithm calculation, and automatically electronically notifies the appropriate company and/or company representative about the customer lead. The resulting customer lead profile record is located in a web server database, and can be accessed and undated in real-time by a portable computer or electronic device that has been web-enabled. The customer lead data is then capable of being accessed via a computer network by various companies that have goods/services that satisfy the needs and requirements of the customer lead. A company representative can be automatically notified when a customer lead profile has been updated.

Claims

1. A system for generating, capturing, and managing customer lead information wherein the improvement comprises:

a customer lead information database having a plurality of customer lead profile records;

means for acquiring customer lead information from a customer lead;

means for dynamically capturing and responding to acquired customer lead information via at least one of an intranet and an internet through the use of customer lead web pages which interact with, and request data from, a customer lead management server database, populating the data fields of said pages from said server in real-time;

means for creating or updating a customer lead profile record based on customer lead information dynamically captured in real-time;

means for qualifying customer leads and determining a customer lead priority utilizing a ranking algorithm that calculates a customer lead priority score based on budget, authority, needs, and timeframe information in the customer lead profile record, such that the results of said ranking can be displayed in real-time within any web page;

means for automatically adding the customer lead priority ranking to the customer lead profile record;

means for automatically storing the customer lead profile record in the customer lead management server database; and

means for electronically distributing customer lead records and information in real-time, via at least one of an intranet and an internet.

2. The system according to claim 1, further comprising:

means for automatically electronically notifying at least one designated person when pre-determined data fields of a customer lead profile record are changed or are populated, resulting in a change in customer lead priority ranking, or resulting in any other pre-determined triggering event requiring attention by a company representative.

3. The system according to claim 2, wherein the means for automatically and electronically notifying at least one designated person comprises means for e-mailing, or other electronic alerting, the at least one designated person in real-time.

4. The system according to claim 1, wherein the means for acquiring customer lead information comprises one of means for electronically presenting a customer needs feedback form to a customer lead and means for presenting a lead management form to a company representative.

5. The system according to claim 4, wherein the customer needs feedback form to be completed by a customer lead comprises at least one web page.

6. The system according to claim 1, wherein the means for inputting the acquired customer lead information comprises a means for entering information into the lead management form.

7. The system according to claim 6, wherein the means for inputting the acquired customer lead information comprises means for entering information into the lead management form.

8. The system according to claim 7, wherein the means for entering information into the lead management form comprises at least one of:

a microcassette recorder;

a portable computer with voice recognition software;

a digital portable dictation system with voice recognition software, a hand-held electronic input device;

a portable computer with network access;

a business card scanner;

a magnetic card reader;

a bar code scanner;

an identification card scanner; and

a trade show badge scanner.

9. The system according to claim 1, wherein the means for inputting the acquired customer lead information comprises at least one of:

a microcassette recorder;

a portable computer with voice recognition software;

a digital portable dictation system with voice recognition software, a hand-held electronic input device;

a portable computer with network access;

a business card scanner;

a magnetic card reader;

a bar code scanner;

an identification card scanner; and

a trade show badge scanner.

10. The system according to claim 1, further comprising:

means for electronically responding to information requests from the customer lead in real-time.

11. A system for generating, capturing, and managing customer lead information wherein the improvement comprises:

a customer lead information database having a plurality of customer lead profile records;

means for acquiring customer lead information from a new customer lead and the means for acquiring customer lead information being selected from the group of database records in real-time, consisting of means for presenting a customer feedback form to a customer lead electronically in real-time and means for presenting a lead management form to a company representative electronically in real-time, the customer needs feedback form comprising at least one web page, the lead management form comprising at least one web page;

means for dynamically capturing and responding to acquired customer lead information via at least one of an intranet and an internet through the use of customer lead web pages which interact with, and request data from, a customer lead management server database, populating the data fields of said pages from said server in real-time;

means for creating or updating a customer lead profile record based on customer lead information dynamically captured in real-time;

means for qualifying customer leads and determining a customer lead priority utilizing a ranking algorithm that calculates a customer lead priority score based on budget, authority, needs, and timeframe information in the customer lead profile record;

such that the results of said ranking can be displayed in real-time within any web page;

means for automatically adding the customer lead priority ranking to the customer lead profile record;

means for automatically storing the customer lead profile record in the customer lead management server database; and

means for electronically distributing customer lead records and information in real-time, via at least one of an intranet and an internet; and

means for automatically electronically notifying at least one designated person when pre-determined data fields of a customer lead profile record are changed or are populated, resulting in a change in customer lead priority ranking, or resulting in any other pre-determined triggering event requiring attention by a company representative.

12. The system according to claim 11, wherein the means for inputting the acquired customer lead information comprises at least one of:

a microcassette recorder;

a portable computer with voice recognition software;

a digital portable dictation system with voice recognition software, a hand-held electronic input device;

a portable computer with network access;

a business card scanner;

a magnetic card reader;

a bar code scanner;

an identification card scanner; and

a trade show badge scanner.

13. The system according to claim 11, wherein the means for automatically and electronically notifying at least one designated person comprises means for e-mailing, or other electronic alerting, the at least one designated person in real-time.

14. A method for generating, capturing, and managing customer lead information wherein the improvement comprises the steps of:

providing a customer lead information database having a plurality of customer lead profile records;

acquiring customer lead information from a new customer lead and acquiring customer lead information being selected from the group of database records in real-time, using means for presenting a customer feedback form to a customer lead electronically in real-time and means for presenting a lead management form to a company representative electronically in real-time, the customer needs feedback form comprising at least one web page, the lead management form comprising at least one web page;

dynamically capturing and responding to acquired customer lead information via at least one of an intranet and an internet through the use of customer lead web pages which interact with, and request data from, a customer lead management server database, populating the data fields of web pages from the web server in real-time;

creating or updating a customer lead profile record based on customer lead information dynamically captured in real-time;

determining a customer lead priority utilizing a ranking algorithm that calculates a customer lead priority score based on budget, authority, needs, and timeframe information in the customer lead profile record, so that the ranking or score results can be displayed in real-time within any web page;

automatically adding the customer lead priority ranking to the customer lead profile record;

automatically storing the customer lead profile record in the customer lead management server database; and

electronically distributing via at least one of an intranet or an internet, customer lead records and information in real-time.

15. The method according to claim 14, further comprising:

automatically and electronically notifying at least one designated person when pre-determined data fields of a customer lead profile record are changed or are populated, resulting in a change in customer lead priority ranking, or resulting in any other pre-determined triggering event requiring attention of a company representative.

16. The method according to claim 14, further comprising:

Notifying at least one designated person when selected portions of a selected customer lead profile record changes.

17. The method according to claim 16, wherein the step of entering information into a lead management form comprises at least one of:

recording customer lead information with a microcassette recorder;

recording customer lead information with a portable computer having voice recognition software;

recording customer lead information with a digital portable dictation system having voice recognition software;

entering customer lead information on a hand-held electronic input device;

entering customer lead information on a portable computer with network access;

scanning customer lead information with a business card scanner;

scanning customer lead information with a magnetic card reader;

scanning customer lead information with a bar code scanner;

scanning customer lead information with an identification card scanner; and

scanning customer lead information with a trade show badge scanner.