METHODS FOR SALES CALL DATA MANAGEMENT AND PROCESSING

• US 20080103856A1
• Filed: 10/26/2007
• Published: 05/01/2008
• Est. Priority Date: 10/27/2006
• Status: Active Grant

• Current Assignee: Purdue Pharma L.P.
• Original Assignee: Purdue Pharma L.P.
• Inventors: Ciszkowski, Mietek, Raghavan, Rajeshwara, Stahl, Jake, Natarajan, Sayee
• Granted Patent: US 9,818,124 B2
• Time in Patent Office: Days
• US Class Current: 705/7
• CPC Class Codes: G06Q 10/0639 Performance analysis of employees; Performance analysis of enterprise or organisation operations
• CPC Class Codes: G06Q 10/06398 Performance of employee with respect to a job function
• 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

Abstract

Sales Tool and methodology for field representatives of products or services records the dates of site visits with customers, acquires sales data concerning consumption of a product or service in a region which is attributable to the customer, generates a chart that depicts the acquired sales data and superimposes on the chart the site visit information so as to coordinate sales data and site visit information into a unified presentation to the representative. Software implementations can permit the representative to interact with the superimposed site visit information and cause additional information to be retrieved from the local database or elsewhere and be presented. Site visits can include other points-of-contact between the customer and the representative, his or her company, or his or her company'"'"'s materials.

Claims

1. A method for assisting a representative in gauging effectiveness of message delivery to a customer, comprising the steps of:

recording a date of a site visit by a representative with the customer into a local database;

downloading data concerning consumption of a product or service in a region which is attributable to the customer;

generating a chart of the acquired sales data;

superimposing site visit information on the chart for coordinated presentation to the representative; and

responding to interaction with the superimposed site visit information by presenting additional information from at least the local database.

2. The method of claim 1, including the additional step of establishing configuration settings which define the additional information presented from at least the local database.

3. The method of claim 1, wherein the interaction with the superimposed site visit information comprises use of a pointer device in the vicinity of the site visit information.

4. The method of claim 3, wherein the use of the pointer device comprises hovering the pointer device over the site visit information.

5. The method of claim 1, wherein the additional information is the site visit date.

6. The method of claim 1, wherein the downloading step includes:

parsing the sales data to identify sales data associated with one or more customers assigned to the representative; and

downloading the parsed sales data to the representative.

7. The method of claim 1, wherein the step of generating the chart of acquired sales data includes the steps of rendering the chart over a time interval and having a scale established in view of the uploaded sales data.

8. A method for assisting a representative in gauging effectiveness of message delivery to a customer, comprising the steps of:

acquiring sales data concerning consumption of a product or service in a region which is attributable to the customer;

downloading the acquired sales data;

generating a chart of the acquired sales data;

superimposing site visit information on the chart for coordinated presentation to the representative; and

responding to interaction with the superimposed site visit information by presenting additional information from at least the local database.

9. The method of claim 8, wherein the sales data is acquired from a third-party vendor.

10. The method of claim 8, including the additional step of establishing configuration settings which define the additional information presented from at least the local database.

11. The method of claim 8, wherein the interaction with the superimposed site visit information comprises use of a pointer device in the vicinity of the site visit information.

12. The method of claim 11, wherein the use of the pointer device comprises hovering the pointer device over the site visit information.

13. The method of claim 8, wherein the additional information is the site visit date.

14. The method of claim 8, wherein the downloading step includes:

parsing the sales data to identify sales data associated with one or more customers assigned to the representative; and

downloading the parsed sales data to the representative.

15. The method of claim 9, wherein the step of generating the chart of acquired sales data includes the steps of rendering the chart over a time interval and having a scale established in view of the downloaded sales data.

16. A method for gauging effectiveness of message delivery to a customer, comprising the steps of:

recording a date of a point-of-contact with the customer into a local database;

downloading data concerning consumption of a product or service in a region which is attributable to the customer;

generating a chart of the acquired sales data;

superimposing point-of-contact information on the chart for coordinated presentation to the representative; and

responding to interaction with the superimposed point-of-contact information by presenting additional information from at least the local database.