Sample management for a sales call
First Claim
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1. A method, implemented by a processor, for recording details of product samples given to a customer, comprising:
- displaying, using an applet, a first window within a user interface, the first window including a customer information section, a presentation section and a samples dropped section including a selectable add samples interface element;
during a presentation of digital content to an audience, automatically collecting analytical data including at least one metric that measures a feature of the presentation during the presentation, and, after the presentation of digital content is completed, writing the analytical data to a database;
in response to receiving a selection of the add samples interface element;
retrieving, using a virtual business component, product sample information for available product samples from a plurality of business components, the product sample information including a product name, a product lot number and an expiration date, each business component defining a logical entity that associates columns from a plurality of tables stored within the database that contain at least a portion of the product sample information into a single structure, the virtual business component including a code-based entity that communicates with the plurality of business components and the applet, anddisplaying, using the applet, a second window within the user interface, the second window including a list of product lots based on the product sample information retrieved by the virtual business component, a selectable best lots interface element and a selectable update data interface element, the list of product lots including a product name, a product lot number, an expiration date and a field for entering a quantity of each product sample given to the customer;
in response to receiving a selection of the best lots interface element;
filtering, using the virtual business component, the list of product lots based on expiration date to create a list of best product lots, anddisplaying, using the applet, the list of best product lots in the second window of the user interface; and
in response to receiving a selection of the update data interface element;
capturing, using the virtual business component, a quantity of each product sample given to the customer from the list of best product lots,creating, using the virtual business component, a product sample record for each product sample given to the customer, the product sample record including a product name, a product lot number and a quantity, andrecording, using the virtual business component, the product sample records in the database.
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Abstract
Systems and methods are provided that record details of product samples given to a customer. A request to add one or more product sample records is received, and in response, user interface showing product sample information for available product samples is presented. The user interface may include a field for entering a quantity of each product sample given to the customer. One or more product sample records is recorded corresponding to each product sample for which a quantity was entered in the user interface.
137 Citations
20 Claims
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1. A method, implemented by a processor, for recording details of product samples given to a customer, comprising:
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displaying, using an applet, a first window within a user interface, the first window including a customer information section, a presentation section and a samples dropped section including a selectable add samples interface element; during a presentation of digital content to an audience, automatically collecting analytical data including at least one metric that measures a feature of the presentation during the presentation, and, after the presentation of digital content is completed, writing the analytical data to a database; in response to receiving a selection of the add samples interface element; retrieving, using a virtual business component, product sample information for available product samples from a plurality of business components, the product sample information including a product name, a product lot number and an expiration date, each business component defining a logical entity that associates columns from a plurality of tables stored within the database that contain at least a portion of the product sample information into a single structure, the virtual business component including a code-based entity that communicates with the plurality of business components and the applet, and displaying, using the applet, a second window within the user interface, the second window including a list of product lots based on the product sample information retrieved by the virtual business component, a selectable best lots interface element and a selectable update data interface element, the list of product lots including a product name, a product lot number, an expiration date and a field for entering a quantity of each product sample given to the customer; in response to receiving a selection of the best lots interface element; filtering, using the virtual business component, the list of product lots based on expiration date to create a list of best product lots, and displaying, using the applet, the list of best product lots in the second window of the user interface; and in response to receiving a selection of the update data interface element; capturing, using the virtual business component, a quantity of each product sample given to the customer from the list of best product lots, creating, using the virtual business component, a product sample record for each product sample given to the customer, the product sample record including a product name, a product lot number and a quantity, and recording, using the virtual business component, the product sample records in the database. - View Dependent Claims (2, 3, 4, 5, 6, 7)
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8. A non-transitory computer-readable medium having instructions stored thereon that, when executed by a processor, cause the processor to record details of product samples given to a customer by:
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displaying, using an applet, a first window within a user interface, the first window including a customer information section, a presentation section and a samples dropped section including a selectable add samples interface element; during a presentation of digital content to an audience, automatically collecting analytical data including at least one metric that measures a feature of the presentation during the presentation, and, after the presentation of digital content is completed, writing the analytical data to a database; in response to receiving a selection of the add samples interface element; retrieving, using a virtual business component, product sample information for available product samples from a plurality of business components, the product sample information including a product name, a product lot number and an expiration date, each business component defining a logical entity that associates columns from a plurality of tables stored within the database that contain at least a portion of the product sample information into a single structure, the virtual business component including a code-based entity that communicates with the plurality of business components and the applet, and displaying, using the applet, a second window within the user interface, the second window including a list of product lots based on the product sample information retrieved by the virtual business component, a selectable best lots interface element and a selectable update data interface element, the list of product lots including a product name, a product lot number, an expiration date and a field for entering a quantity of each product sample given to the customer; in response to receiving a selection of the best lots interface element; filtering, using the virtual business component, the list of product lots based on expiration date to create a list of best product lots, and displaying, using the applet, the list of best product lots in the second window of the user interface; and in response to receiving a selection of the update data interface element; capturing, using the virtual business component, a quantity of each product sample given to the customer from the list of best product lots, creating, using the virtual business component, a product sample record for each product sample given to the customer, the product sample record including a product name, a product lot number and a quantity, and recording, using the virtual business component, the product sample records in the database. - View Dependent Claims (9, 10, 11, 12, 13, 14)
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15. A system for recording details of product samples given to a customer, comprising:
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a display; a memory; and a processor, coupled to the memory and the display, configured to; display, using an applet, a first window within a user interface, the first window including a customer information section, a presentation section and a samples dropped section including a selectable add samples interface element; during a presentation of digital content to an audience, automatically collect analytical data including at least one metric that measures a feature of the presentation during the presentation, and, after the presentation of digital content is completed, write the analytical data to a database; in response to receiving a selection of the add samples interface element; retrieve, using a virtual business component, product sample information for available product samples from a plurality of business components, the product sample information including a product name, a product lot number and an expiration date, each business component defining a logical entity that associates columns from a plurality of tables stored within the database that contain at least a portion of the product sample information into a single structure, the virtual business component including a code-based entity that communicates with the plurality of business components and the applet, and display, using the applet, a second window within the user interface, the second window including a list of product lots based on the product sample information retrieved by the virtual business component, a selectable best lots interface element and a selectable update data interface element, the list of product lots including a product name, a product lot number, an expiration date and a field for entering a quantity of each product sample given to the customer; in response to receiving a selection of the best lots interface element; filter, using the virtual business component, the list of product lots based on expiration date to create a list of best product lots, and display, using the applet, the list of best product lots in the second window of the user interface; and in response to receiving a selection of the update data interface element; capture, using the virtual business component, a quantity of each product sample given to the customer from the list of best product lots, create, using the virtual business component, a product sample record for each product sample given to the customer, the product sample record including a product name, a product lot number and a quantity, and record, using the virtual business component, the product sample records in the database. - View Dependent Claims (16, 17, 18, 19, 20)
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Specification