IP Library Granted Patent US 7,899,707
Granted Patent B1
US 7,899,707 · App. 10/464,585 · Granted Mar 1, 2011

DAS predictive modeling and reporting function

Assignee: eWinWin, Inc.
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 7,899,707
App. No.
10/464,585
Granted
Mar 1, 2011
Kind
B1
Abstract

A system and method facilitating the management of current and prospective customers and customer information is provided. The invention includes an aggregation system adapted to provide management and generation of current and prospective customers. The invention further provides management of current and prospective customer information. Additionally, the aggregation system provides for generating advertisements based at least in part upon market information. Finally, the present invention also includes a printstream aggregation method facilitating the printing of print orders.

Claims (45)

1. An electronic business system, comprising:

at least one processor coupled to memory that executes the following computer executable components integrated with a demand aggregation system:

a lead generation component for managing and generating a list of current and prospective customers;

an account management component for managing current and prospective customer information, the account management component creates a customer profile for one or more current or prospective customers included in the list, the account management component further determines a probability to close on a particular product or service based at least in part upon the customer profile; and

a marketing component for researching market information and generating and providing advertisements for the product or service based upon the probability to close.

2. The system of claim 1 , the lead generation component further manages a call list.

3. The system of claim 2 , the call list utilizes protection by name and/or password.

4. The system of claim 1 , the lead generation component utilizes an artificial intelligence technique to manage and generate current or prospective customers.

5. The system of claim 1 , the lead generation component removes duplicate customers associated with multiple agents.

6. The system of claim 1 , the lead generation component further manages a field containing current or prospective customer information.

7. The system of claim 1 , the lead generation component utilizes help documents associated with the product or service.

8. The system of claim 1 , the lead generation component automatically provides a response to a caller objection to the product or service or to a close with respect to the product or service.

9. The system of claim 6 , the lead generation component automatically provides a fill-in of at least the field containing current or prospective customer information.

10. The system of claim 1 , the lead generation component utilizes a follow-up program.

11. The system of claim 10 , the follow-up program automatically generates an appropriate response and follow-up sequence based on at least one of a close on the product or service, a failure to close on the product or service, or a related product or service.

12. The system of claim 1 , the lead generation component identifies keywords by way of voice recognition, and further employs the keywords to intelligently select a response to a customer objection.

13. The system of claim 1 , the lead generation component being programmable based at least in part upon a user.

14. The system of claim 1 , the account management component further comprising a call component.

15. The system of claim 14 , the call component provides access to information and/or appropriate responses during a call.

16. The system of claim 1 , the probability to close is determined based at least in part upon an artificial intelligence technique.

17. The system of claim 1 , the account management component utilizes updated registration of current or prospective customers.

18. The system of claim 1 , the account management component tracks new correlations and facilitates expedited closing on a product or service for current and/or prospective customer(s) based at least in part on the new correlations.

19. The system of claim 1 , the account management component utilizes variables associated with a contract in connection with the product or service.

20. The system of claim 1 , the account management component provides automatic pricing for the product or service.

21. The system of claim 1 , the marketing component employs an artificial intelligence technique to infer relationships based upon market information.

22. The system of claim 1 , the marketing component employs a follow-up program for not closed companies.

23. The system of claim 1 , the marketing component utilizes prior objections to generate new responses.

24. The system of claim 1 , the marketing component tracks information associated with feedback from the current or prospective customer.

25. The system of claim 24 , the marketing component tracks the information in real-time.

26. The system of claim 1 , the marketing component utilizes ready-made leads from a customer interested in other products and/or services.

27. The system of claim 1 , the account management component identifies a key criterion from the customer profile.

28. The system of claim 27 , the account management component determines the probability to close based upon the key criterion.

29. A method of electronically conducting business, comprising:

employing at least one processor to execute computer executable instructions stored in memory to perform the following acts:

managing and generating a directory of current and prospective customers;

managing current and prospective customer information including at least a profile for one or more current or prospective customers;

calculating a probability to close with respect to a certain product or service based at least in part on the profile;

researching market information and generating and providing advertisements for the product or service based upon the probability to close; and

offering the product or service for sale to customers at a volume discount in an electronic forum, wherein price is determined as a function of the total quantity ordered by the customers.

30. An electronic business system, comprising:

means for managing and generating a catalog of current and prospective customers;

means for managing current and prospective customer information profiles relating to current or prospective customers in the catalog;

means for determining a probability to close in connection with a specified product or service based at least in part one of the customer information profiles;

means for researching market information and generating and providing advertisements for the product or service based upon the probability to close; and

means for offering the product or service for sale to customers at a volume discount in an electronic forum, wherein price is determined as a function of the total quantity ordered by the customers.

Assignments (3)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 10, 2017
From: MESAROS, GREG
To: VALENTINE COMMUNICATIONS LLC
Reel/Frame 042325/0392 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 5, 2017
From: EWINWIN
To: MESAROS, GREG
Reel/Frame 042252/0025 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 18, 2003
From: MESAROS, GREGORY J.
To: EWIN WIN, INC.
Reel/Frame 014203/0789 →
Continuity (1)
Provisional Application 60389534 · Jun 18, 2002