Systems and methods to facilitate selling of products and services

  • US 7,526,439 B2
  • Filed: 12/20/2002
  • Issued: 04/28/2009
  • Est. Priority Date: 08/06/2001
  • Status: Active Grant
First Claim
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1. A computer implemented method for engaging sales associates with customers over, through or in conjunction with the Internet, comprising:

  • receiving session information from a website about customers'"'"' sessions on a website of the enterprise, the website being associated with a selected one of a plurality of enterprises and the session information comprising products the customers are searching;

    receiving any customer information on the customers from the selected enterprise;

    determining from the session information and any customer information whether each customer represents a sales opportunity, based on a set of rules of engagement for the selected enterprise and whether each customer wants or could use assistance from a sales associate;

    producing a ranked list of sales associates matched for each sales opportunity, the sales associates being independent from the plurality of enterprises;

    creating or updating a customer queue for each sales associate, the customer queue having sales opportunities matched with each sales associate;

    for a first sales associate, determining a number of sales opportunities to approach at one time in the first sales associate'"'"'s customer queue by dividing a target number of engagements by an approach acceptance percentage and then multiplying by a safety percentage;

    automatically approaching the customers associated with each sales opportunity in the customer queue for the first sales associate and requesting whether the customer desires assistance from a sales associate until the number of sales opportunities to approach is reached or the customer contacted previously requested assistance from a sales associate;

    receiving responses from the customers;

    for a response from a customer desiring assistance, determining if the first sales associate is available to assist the customer desiring assistance; and

    passing the customer desiring assistance to the first sales associate, if the first sales associate is available.

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