Methods for sales call data management and processing
US9818124B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Oct 26, 2007 |
| Grant date | Nov 14, 2017 |
| Priority date | — |
| Expiry date | Aug 26, 2032 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q30/0201
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
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.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.