System and method for facilitating sales utilizing customer relationship management technology
First Claim
1. A method for facilitating sales comprising the steps of:
- preparing a plurality of files with a middleware server that have not been previously received by a handheld device in advance of receiving a synchronization request from the handheld device;
receiving at the middleware server a synchronization request from the handheld device containing a unique identifier for customer information on the handheld device;
receiving a file index from the handheld device at the middleware server;
comparing the file index to a file list at the middleware server;
transmitting a plurality of files from the handheld device that have not been previously received by the middleware server via a wireless network; and
transmitting a plurality of files associated with the unique identifier from the middleware server to the handheld device via a wireless network.
12 Assignments
0 Petitions
Accused Products
Abstract
A system and method of providing relevant sales context information that would enable vendors to reduce cost of operations, increase productivity of their mobile sales forces, and drive improved efficiencies throughout. Mobile sales force representatives can utilize a handheld computing device for reviewing relevant customer sales information prior to a sales visit; for training and other purposes during a sales visit; and inputting new customer sales information during or after a sales visit, which can then be uploaded to a server over a wireless network for future use. The handheld device can communicate with a server to download the customer information onto the handheld device and to upload from the handheld device current customer information data obtained from a customers sales visit to a server. The server can transmit the current customer information data to multiple sales force representatives who can utilize that information in the sales environment.
49 Citations
20 Claims
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1. A method for facilitating sales comprising the steps of:
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preparing a plurality of files with a middleware server that have not been previously received by a handheld device in advance of receiving a synchronization request from the handheld device; receiving at the middleware server a synchronization request from the handheld device containing a unique identifier for customer information on the handheld device; receiving a file index from the handheld device at the middleware server; comparing the file index to a file list at the middleware server; transmitting a plurality of files from the handheld device that have not been previously received by the middleware server via a wireless network; and transmitting a plurality of files associated with the unique identifier from the middleware server to the handheld device via a wireless network. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8)
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9. A system for facilitating sales comprising:
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a wireless network; a handheld device operable for transmitting a synchronization request containing a unique identifier for customer information, operable for receiving a plurality of first files associated with the unique identifier for customer information via a wireless network, and operable for a transmitting a plurality of second files that have not been previously received by a middleware server from the handheld device to the middleware server via a wireless network; the middleware server coupled to the wireless network and operable for preparing the first files in advance of receiving the synchronization request from the handheld device, receiving the second files from the handheld device that have not been previously received by the middleware server via a wireless network, and transmitting to the handheld device the first files associated with the unique identifier for customer information via a wireless network; and a file transfer protocol server coupled to the wireless network and operable for receiving current customer information from the server, and for storing current customer information in a database. - View Dependent Claims (10, 11, 12, 13, 14, 15)
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16. A method for facilitating sales with a handheld device comprising the steps of:
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pre-staging a set of files with a middleware server that have not been previously received by a handheld device in advance of receiving a synchronization request from the handheld device, the pre-staging comprising reviewing unique identifiers associated with the handheld device based on at least one of geography and a classification of a user of the handheld device; receiving at the middleware server a synchronization request from the handheld device containing a unique identifier for customer information on the handheld device; receiving a file index from the handheld device at the middleware server; comparing the file index to a file list at the middleware server; and transmitting the set of files associated with the unique identifier from the middleware server to the handheld device via a wireless network. - View Dependent Claims (17, 18, 19, 20)
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Specification