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Methods for sales call data management and processing

  • US 9,818,124 B2
  • Filed: 10/26/2007
  • Issued: 11/14/2017
  • Est. Priority Date: 10/27/2006
  • Status: Active Grant
First Claim
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1. A machine-implemented method for providing a visualization of effectiveness of message delivery to a customer by a representative wherein the customer is an intermediary between the representative and a purchaser, comprising the steps of:

  • recording, by a representative, a date of a site visit with the customer into a local database of a machine having a processor, the representative delivering the message to the customer, wherein the date of the site visit is received from the representative using a remote computing device;

    downloading, to the machine, sales data from a third-party different than the representative and the customer concerning consumption of a product or service in a region by the purchaser which is attributable to the customer and a sales territory of the representative, wherein the purchaser is a different person than the customer to whom the representative delivered the message and the sales data includes consumption of the product or service in the region by the purchaser on a date after the date of the site visit by the representative with the customer, and wherein the downloaded sales data includes a first portion of sales data and a second portion of sales data;

    analyzing, using the processor of the machine, the first portion of the sales data to identify a range of values associated with the first portion of the sales data;

    analyzing, using the processor of the machine, site visit information associated with the date of the site visit to identify a time interval;

    receiving, by the remote computing device, the downloaded sales data and the time interval;

    presenting the first portion of the sales data to the representative on a page displayed at the remote computing device as a chart having one or more axes according to the identified range of values associated with the first portion and the time interval;

    superimposing, by the remote computing device, site visit information including the date of the site visit by the representative with the customer on the chart for coordinated presentation with the chart of the first portion of downloaded sales data of the purchaser to the representative at the remote computing device;

    storing, using the processor of the machine, the second portion of the sales data at the local database;

    monitoring, by the remote computing device, for interaction with the superimposed site visit information; and

    in response to interaction with the superimposed site visit information received from the remote client device;

    presenting, at the remote computing device without further human interaction, the second portion of sales data from at least the local database based on the received interaction, wherein the remote computing device presents the second portion of sales data without reloading the page displayed at the remote computing device and without requiring a connection between the machine and the remote computing device.

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