System and method for managing, monitoring and reporting on a plurality of online incentive programs

• US 7,778,870 B1
• Filed: 09/21/2004
• Issued: 08/17/2010
• Est. Priority Date: 09/21/2004
• Status: Expired due to Fees

• Current Assignee: Marketing Technology Concepts Incorporated
• Original Assignee: Marketing Technology Concepts Incorporated
• Inventors: Kriza, George
• Primary Examiner(s): Myhre; James W
• Assistant Examiner(s): CHORNESKY, ADAM B
• Application Number:
  US10/946,523
• Time in Patent Office: 2,156 Days
• Field of Search: 705/14, 705/10, 705/14.16, 705/14.2, 705/14.24, 705/14.29, 705/14.69
• US Class Current: 705/14.16
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0214 Referral reward systems
• CPC Class Codes: G06Q 30/0218 based on score
• CPC Class Codes: G06Q 30/0223 based on inventory
• CPC Class Codes: G06Q 30/0228 On-line clearing houses
• CPC Class Codes: G06Q 30/0273 Determination of fees for advertising

Abstract

A system and method for centralizing the creation, approval, monitoring and managing of a plurality of incentive reward or spiff programs. The system preferably includes a host system that allows program managers, an administrator and participants to access the system in connection with spiff programs. The system also may monitor and report on the effectiveness of the spiff programs to permit the program manager to increase its return on investment. Once a spiff program is approved, registered participants are automatically enrolled in the program. Upon the entering or receipt of sales information, the system automatically begins the claims process for all eligible products. Centralizing the available spiff programs allows the participants to combine rewards and simplifies tax issues. The users may also view various reports on the spiff programs and directly communicate with one another.

Claims

1. A method for centralizing the simultaneous operation and management of a plurality of online incentive programs for salespersons, from a plurality of manufacturers and vendors, the method comprising the steps of:

providing a host system for communicating with at least one program manager terminal accessible by program managers, at least one administration terminal accessible by an administrator, and at least one participant terminal accessible by salespersons wherein the host system comprises a host computer operably linked to the program manager terminal, administration terminal and participant terminal by a communications network;

allowing a plurality of program managers to create and input a plurality of proposed sales incentive programs for a plurality of salespersons each covering one or more eligible products and/or services into the program manager terminal for transmission to the host system via the communications network;

transmitting data indicative of the proposed incentive programs to the administration terminal to provide the administrator to have the opportunity to review and approve or disapprove the proposed incentive programs;

activating the proposed incentive programs on the host system to create approved incentive programs only upon approval of the proposed incentive programs by the administrator via the administration terminal to create a plurality of authorized incentive programs;

enrolling the salespersons at the host computer in the approved incentive programs;

receiving information on the sales of products and/or services over the communications network and into the host system;

at the host computer, automatically determining if the products and/or services that were sold are eligible products and/or services; and

at the host computer, crediting the salespersons for the sale of eligible products and/or services.

2. The method of claim 1, wherein the step of allowing program managers to create and input a plurality of proposed incentive programs further comprises specifying salesperson eligibility criteria for incentive programs at the program manager terminal and wherein the step of enrolling the salespersons who meet the salesperson eligibility criteria in the approved incentive programs at the host computer is automatic.

3. The method of claim 1, wherein the step of allowing program managers to create and input a plurality of proposed incentive programs comprises the steps of:

receiving SKU numbers for products and/or services at the host system via the communications network;

transmitting the list of SKU numbers to the program manager terminal via the communications network; and

receiving at the host system via the communications network from the program manager terminal selected SKU numbers for eligible products and/or services.

4. The method of claim 1, wherein the plurality of authorized incentive programs comprises a first incentive program for one of the program managers and a second authorized incentive program for the one of the program managers, and which further comprises the step of issuing a notification from the host system to the program manager terminal via the communications network for receipt by the one of the program managers if the second incentive program includes products and/or services that overlap with the first incentive program.

5. The method of claim 1, wherein at least two of the plurality of authorized incentive programs include rewards for eligible products and/or services, and which further comprises the step of combining at the host computer separate rewards of the at least two of the plurality of incentive programs into an aggregated reward for an individual salesperson.

6. The method of claim 1, which further comprises the steps of:

establishing a baseline at one of the host computer, manager terminal, administration terminal and participant terminal for the amount of sales of the products and/or services when there are no incentive programs that cover the products and/or services; and

electronically comparing at the host computer the sales of eligible products and services for the incentive programs with the baseline to produce comparative results; and

providing the comparative results by transmitting the comparative results to at least one of the administration terminal, program manager terminal and participant terminal from the host computer via the communications network.

7. The method of claim 1, wherein the plurality of authorized incentive programs comprises a first authorized incentive program for one of the program managers and a second authorized incentive program for the one of the program managers, and which further comprises the steps of:

receiving at the host system via the communications network and recording the sales of eligible products and/or services for the first authorized incentive program;

receiving at the host system via the communications network and recording the sales of eligible products and/or services for the second authorized incentive program, wherein the eligible products and/or services for the second authorized incentive program are the same or the same type of products and/or services for the first authorized incentive program;

electronically comparing at the host system the sales of eligible products and/or services for the first authorized incentive program with the sales of eligible products and/or services for the second authorized incentive program; and

providing comparative results to the program manager by transmitting the comparative results to the program manager terminal.

8. The method of claim 1, which further comprises the step of generating reports on the status of the incentive programs, and wherein at least one generated report provides data spanning a plurality of authorized incentive programs.

9. The method of claim 8, wherein the generation of reports by the host computer may be done in substantially real time.

10. The method of claim 8, wherein the step of generating reports may be performed by the program managers, administrator and salespersons via requests submitted to the host computer via the communications network and originating from the program manager terminal, administration terminal and participant terminal, respectively.

11. The method of claim 10, wherein the step of generating reports comprises the step of selecting available reports to be viewed from amongst a list of available reports generated by the host computer.

12. The method of claim 11, which further comprising the step of limiting the available reports based on who is accessing or using the system and, in particular, making reports available by the host computer to the administrator that are not made available to managers and salespersons, and making reports available to the administrator and managers that are not made available to salespersons.

13. The method of claim 11, wherein the step of selecting available reports comprises the step of selecting available reports from one or more drill-down menus presented to a user of at least one of the administration terminal, program manager terminal and participant terminal.

14. The method of claim 11, which further comprises the step of including links in the available reports generated by the host computer to allow different reports to be accessed.

15. The method of claim 11, which further comprises the step of downloading one or more of the available reports from the host computer via the communications network.

16. The method of claim 1, which further comprises the step of generating invoices for payments due pursuant to an incentive program on the host computer and transmitting the invoices for receipt by the program managers at the program manager terminal based on the sales of eligible products and/or services under their respective incentive programs.

17. The method of claim 16, which further comprises the step of limiting the ability of the program managers to input incentive programs at the program manager terminal if any of their invoices remain unpaid for a period of time.

18. The method of claim 16, wherein the step of generating invoices comprises the steps of:

calculating reward payments at the host system, based on the sale of eligible products and/or services for one of the plurality of authorized incentive programs for one of the program managers;

generating an invoice at the host system for the sale of eligible products and/or services; and

transmitting the invoice from the host system to the management terminal via the communications network for receipt by one of the managers.

19. The method of claim 1, which further comprises the step of allowing the managers to directly communicate with the salespersons from the management terminal through the host system and to the participant terminal via the communications network about the authorized incentive programs.

20. The method of claim 1 wherein the administrator at the administration terminal is one of a distributor, a dealer and a vendor, and the salespersons at the participant terminal are salespeople for the one of the distributor, dealer and vendor.

35. The method according to claim 1, wherein the step of allowing program managers to create and input a plurality of proposed incentive programs further comprises the steps of:

presenting a plurality of predetermined, standardized incentive program types to the program manager via the administration terminal; and

permitting the program manager to select an incentive program type from the plurality of predetermined, standardized incentive program types via the administration terminal.

36. The method according to claim 35, wherein the plurality of predetermined, standardized incentive program types presented for selection via the administration terminal includes a sell and get type, wherein a salesperson earns a reward for each sale of a qualifying product;

a lottery type, wherein a salesperson earns a raffle ticket for each sale of a qualifying product; and

a competition type, wherein at least one top selling salesperson earns a reward.

37. The method according to claim 35, wherein the step of permitting the program manager to select an incentive program type from the plurality of predetermined, standardized incentive program types via the administration terminal is followed by the step of:

permitting the program manager to select an incentive program award substructure from amongst a plurality of predetermined incentive program award substructures via the administration terminal.

38. The method according to claim 37, wherein the plurality of predetermined incentive award substructures includes at least one of:

a) an award type for each sale of an eligible product;

b) an award type for sales exceeding a minimum quantity of an eligible product;

c) an award type having a plurality of tiered values corresponding to a plurality of different minimum quantities of an eligible product sold; and

d) an award type which bundles together required minimum quantities sold for a plurality of different eligible products.

39. The method according to claim 37, further comprising the steps of:

presenting a plurality of predetermined, standardized award types to the program manager via the administration terminal; and

permitting the program manager to select a standardized award type from the plurality of predetermined, standardized award types via the administration terminal.

40. The method according to claim 39, wherein the plurality of predetermined, standardized award types includes at least one of:

a) a monetary credit to a debit card;

b) a gift certificate;

c) a travel voucher;

d) a ticket to an event;

e) a check;

f) a payroll item; and

g) an item of merchandise.

41. The method according to claim 1, wherein the step of allowing program managers to create and input a plurality of proposed incentive programs further comprises the step of specifying a split-type reward via the administration terminal, wherein a single reward is shared by a plurality of salespersons.

42. The method according to claim 41, wherein a participant sharing in the split-type reward is a salesperson and another participant sharing in the split-type reward is a vendor who'"'"'s products and/or services are included in an activated incentive program.

43. The method according to claim 1, wherein the step of activating the proposed incentive program comprises the sub-steps of:

creating a routing list via the administration terminal identifying individuals who'"'"'s approvals are all required in order to activate a proposed incentive program; and

activating the proposed incentive program on the host system to create approved incentive program only upon receipt of approvals at the host system of the proposed incentive program by all of the individuals identified on the routing list.

44. The method according to claim 43, wherein the approval of individuals across a plurality of different business organizations is required to be received at the host system in order to activate the proposed incentive program.

45. The method according to claim 1, further comprising the step of creating a competitive environment for a plurality of incentive programs by permitting an incentive program sponsor, via an administrative terminal, to compare and track sales of an individual product and/or service within one incentive program in relation to similar products and/or services across a plurality of incentive programs.

46. The method according to claim 1, further comprising the step of creating a competitive environment for a plurality of incentive programs by permitting a salesperson, at a participant terminal, to search for active incentive programs based upon types of products and/or services.

21. A system for centralizing the simultaneous operation and management of a plurality of online incentive programs for providing sales incentives to salespersons, from a plurality of manufacturers and vendors for administrators, program managers and salespersons, the system comprising:

a host system comprising a host computer;

a plurality of program manager computers operatively connected to the host system;

an administrator computer operatively connected to the host system;

a plurality of participant computers operatively connected to the host system;

data storage means operably associated with the host computer containing data concerning the program manager, administrator and salespersons;

means for a plurality of program managers to create and input a plurality of proposed sales incentive programs for a plurality of salespersons, each for products and/or services into the host system;

means for the administrators to review and selectively approve or disapprove the proposed incentive programs;

means for activating the proposed incentive programs on the host computer to create approved incentive programs only upon approval of the proposed incentive programs by the administrator; and

means for the salespersons to be automatically entered into the incentive programs that have been approved.

22. The system of claim 21, wherein the data storage means comprises information on products and/or services and wherein the means for inputting a plurality of incentive programs comprising means for selecting eligible products and/or services from the information from the data storage means.

23. The system of claim 22, wherein the authorized incentive programs comprise a first authorized incentive program for a program manager and a second authorized incentive program for the program manager, and wherein the system further comprises:

means for comparing the first authorized incentive program with the second authorized incentive program; and

means for notifying the program manager if the first authorized incentive program overlaps in associated goods or services with the second authorized incentive program.

24. The system of claim 21, which further comprises means to generate invoices to the program managers for the incentive programs.

25. The system of claim 21, which further comprises means to prevent a program manager from inputting incentive programs into the host system if any of the invoices remains unpaid for a period of time.

26. The system of claim 24, which further comprises means to automatically submit or forward invoices to the program managers.

27. The system of claim 21, which further comprises means for generating reports on the status of the incentive programs, and wherein at least one generated report provides data spanning a plurality of authorized incentive programs.

28. The system of claim 27, which further comprises means for selecting the reports to view.

29. The system of claim 28, wherein the means for selecting the reports comprises means to list available reports in one or more drill-down menus.

30. The system of claim 21, which further comprises means to track sales of the products and/or services.

31. The system of claim 30, which further comprises means to compare the sales of the products and/or services under the incentive programs.

32. The system of claim 21, wherein the administrator is at least one of a distributor and a system host, and the salespersons are salespeople for the distributor.

33. A method for centralizing the simultaneous operation and management of a plurality of online incentive programs to provide sales incentives for salespersons, from a plurality of manufacturers and vendors, the method comprising the steps of:

providing a host system for communicating with at least one program manager terminal accessible by program managers, at least one administration terminal accessible by an administrator, and at least one participant terminal accessible by salespersons, wherein the host system comprises a host computer operably linked to the program manager terminal, administration terminal and participant terminal by a communications network;

allowing program managers to create and input a plurality of incentive programs for a plurality of salespersons, each covering one or more eligible products and/or services into the program manager terminal for transmission to the host system via the communications network, wherein the plurality of incentive programs comprise a first incentive program for a first program manager and a second incentive program for at least one of the first program manager and a second program manager;

enrolling the salespersons in the approved incentive programs at the host computer;

receiving information on the sales of products and/or services at the host system via the communications network;

determining if the products and/or services that were sold are eligible products and/or services by the host computer;

recording the sales of eligible products and/or services for the first incentive program by the host computer;

recording the sales of eligible products and/or services for the second incentive program by the host computer;

establishing a baseline at the host computer for the amount of sales of the products and/or services when there are no incentive programs that cover the products and/or services;

electronically comparing the sales of eligible products and services by the host computer for the first and second incentive programs with the baseline and/or with one another; and

providing comparative results comparing data from the first and second incentive program to the program manager terminal from the host computer via the communications network for receipt by at least one of the first program manager and the second program manager.

34. A method for centralizing the simultaneous operation and management of a plurality of online incentive programs to provide sales incentives to salespersons, from a plurality of manufacturers and vendors, the method comprising the steps of:

providing a host system for communicating with at least one program manager terminal accessible by program managers, at least one administration terminal accessible by an administrator, and at least one participant terminal accessible by salespersons, wherein the host system comprises a host computer operably linked to the program manager terminal, administration terminal and participant terminal by a communications network;

allowing a plurality of program managers to create and input a plurality of incentive programs each covering one or more eligible products and/or services into the program manager terminal for transmission to the host system via the communications network, wherein the plurality of incentive programs comprise a first incentive program for a first program manager and one or more second incentive programs for one or more second program managers;

enrolling the salespersons in the approved incentive programs at the host computer;

receiving information on the sales of products and/or services at the host system via the communications network;

determining if the products and/or services that were sold are eligible products and/or services by the host computer;

recording the sales of eligible products and/or services for the first incentive program by the host computer;

recording the sales of eligible products and/or services for all of the second incentive programs by the host computer;

electronically comparing the sales of eligible products and services by the host computer for the first incentive program with all of the sales for all of the incentive programs stored in the host computer; and

providing comparative results comparing data from the first incentive program against data from all of the incentive programs stored in the host computer to the program manager terminal from the host computer via the communications network for receipt by the first program manager.