System and method for cross-selling products and services across an enterprise

US7805330B2 · kind B2 · utility

Assignee

• Zoot Enterprises, Inc. · US

Inventors

• Thomas H. Johnson · Bozeman, US
• Warren White Bauder · Bozeman, US
• Gretchen Andes Bauder · Bozeman, US
• LeRoy Ira Verwolf · Belgrade, US
• Mark Steven Douma · Bozeman, US
• Robert Calhoun · Bozeman, US
• Scott Michael Bridges · Bozeman, US
• William James Porter · Calabasas, US
• Nanette Marianne DeVault · Bozeman, US
• Ryan Joseph DeGraw · Bozeman, US
• Timothy H. Stevens · Bozeman, US
• Bradley Benjamin · Bozeman, US

Key dates

• Filing date: Sep 18, 2007
• Grant date: Sep 28, 2010
• Expiry date: Jan 3, 2029

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/06
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A system for cross-selling products and/or services across an enterprise comprising an enterprise-level decision engine and a plurality of line-of-business decision engines; wherein characteristics derived by the enterprise-level decision engine are used by the line-of business-level decision engines to generate cross-sell offer decisions; enterprise-level business rules and line-of-business-level business rules are managed independently of one another; a publish-subscribe message framework allows data to be published at an enterprise level and subscribed to by the line-of-business decision engines according to business rules established at the line-of-business level; the line-of-business decision engines generate cross-sell offer decisions; and the enterprise-level decision engine stores data to and retrieves data from an operational and an analytics data repository. A method of using the system described above to generate cross-sell offer decisions.