Mobile sales tracking system
First Claim
1. A method of managing sales and marketing information comprising:
- displaying a first screen on a first user interface of a first mobile device, the first screen including a first icon;
in response to activation of the first icon, displaying a second screen on the first user interface, the second screen including an address field and a notes field;
receiving address data in the address field;
receiving notes data in the notes field;
creating a database file in a system database, the database file being associated with a first location defined by the address data in the address field and containing the address data and the notes data;
receiving a query at the system database from a second mobile device that includes a second user interface, the query defining a second location;
in response to the second location being within a search radius of the first location, displaying, on the second user interface, a symbol that indicates the first location on a map; and
in response to activation of the symbol, displaying, on the second user interface, at least a portion of the notes data in the database file.
9 Assignments
0 Petitions
Accused Products
Abstract
Systems and methods for managing sales and marketing information. A mobile device is configured to display a screen that includes a plurality of icons. In response to activating the icons, the mobile device retrieves and transmits data associated with sales and marketing data obtained by canvassing a neighborhood and displays this data to the mobile device user. The data is maintained in system database so that all system users have access to updated data on sales associate availability for appointments, job status, and sales leads obtained from canvassing. The mobile device is further configured to display a map with symbols that indicate the location of addresses associated with sales and marketing data in the database. The mobile device user may retrieve data associated with an address by selecting one of the symbols. The symbols displayed are adjusted based on the map scale and mobile device location.
21 Citations
17 Claims
-
1. A method of managing sales and marketing information comprising:
-
displaying a first screen on a first user interface of a first mobile device, the first screen including a first icon; in response to activation of the first icon, displaying a second screen on the first user interface, the second screen including an address field and a notes field; receiving address data in the address field; receiving notes data in the notes field; creating a database file in a system database, the database file being associated with a first location defined by the address data in the address field and containing the address data and the notes data; receiving a query at the system database from a second mobile device that includes a second user interface, the query defining a second location; in response to the second location being within a search radius of the first location, displaying, on the second user interface, a symbol that indicates the first location on a map; and in response to activation of the symbol, displaying, on the second user interface, at least a portion of the notes data in the database file. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13)
-
-
14. A mobile sales tracking system comprising:
-
a system database; a first mobile device in communication with the system database; and a second mobile device in communication with the system database, wherein the first mobile device is configured to; display a first screen including a first icon, in response to activation of the first icon, display a second screen that includes an address field and a notes field, receive address data in the address field and notes data in the notes field, and transmit the address data and the notes data to the system database, the system database is configured to; receive the transmitted data and generate a database file associated with a first location defined by the address data in the address field and containing the address data and the notes data, and receive a query defining a second location from the second mobile device, and transmit a response to the second mobile device including at least a portion of the address data and the notes data, and the second mobile device is configured to; in response to the second location being within a search radius of the first location, display a symbol that indicates the first location on a map; and in response to activation of the symbol, display at least the portion of the address data and the notes data in the database file. - View Dependent Claims (15, 16, 17)
-
Specification