IP Library Granted Patent US 7,364,068
Granted Patent B1
US 7,364,068 · App. 11/018,395 · Granted Apr 29, 2008

Methods and apparatus for intelligent selection of goods and services offered to conferees

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Quick Facts
Patent No.
US 7,364,068
App. No.
11/018,395
Granted
Apr 29, 2008
Kind
B1
Abstract

Computer-based methods, computer readable media, and computer program products for offering upsell items to conferees accessing a conferencing platform utilizing, for example, an electronic communications device. Various aspects of the methods can include conducting one or more conferee-initiated primary transactions related to accessing the conferencing platform. The method then obtains data relating to the primary transaction, which data can include data representing the identity of the conferee and the subject matter of the primary transaction. The method then selects the upsell item as a result of or in response to the conferee-initiated primary transaction by, first, utilizing the data representing the identity of the conferee to obtain at least a second data element relating to the conferee. The method then utilizes, at least in part, the primary transaction data, including the identity of the subject matter of the primary transaction, along with the second data element, to determine the upsell item for offer to the conferee. Finally, the upsell item is offered to the conferee in real time with the primary transaction.

Claims (20)

1. A method for providing offers in real time of an item constituting a good or a service in the form of offers for purchase of the item to prospective customers as users of the system, utilizing an electronic communications device, comprising the steps of:

establishing a communication via the electronic communications device between the user and the system for purpose of a user initiated primary transaction for purchase of a specific good or service, wherein the system is a conferencing platform,

obtaining primary transaction data with respect to the primary transaction, including the identity of the prospective customer and of the good or service for purchase in the primary transaction,

generating an upsell offer as a result of the user initiated primary transaction by:

utilizing the identity of the prospective customer to obtain at least a second data element relating to the user,

utilizing at least in part the primary transaction data including the identity of the good or service of the primary transaction and the second data element and determining at least one item for a prospective upsell transaction with the prospective customer, and

offering the item to the prospective customer and receiving an acceptance of the offer from at least one user in real time during the course of the user initiated communication.

2. A system for providing offers in real time of an item constituting a good or a service in the form of offers for purchase of the item to prospective customers as users of the system, utilizing an electronic communications device, comprising:

an interface for establishing a user initiated communication via the electronic communications device between the user and the system for purpose of a primary transaction for purchase of a specific good or service, wherein the system is a conferencing platform that supports conference calls, and wherein the user is a conferee,

an input collection system for obtaining primary transaction data with respect to the primary transaction, including an identification data unit to obtain the identity of the prospective customer and of the good or service for purchase in the primary transaction,

a data access system utilizing the identity of the prospective customer to obtain at least a second data element relating to the user,

an upsell determining unit responsive to the user initiated primary transaction utilizing at least in part the primary transaction data including the identity of the good or service of the primary transaction and the second data element for determining at least one item for a prospective upsell transaction with the prospective customer, and

a communication system for offering the item to the prospective customer in real time during the course of the user initiated communication and receiving an acceptance of the offer from at least one user.

3. A method for providing offers and receiving acceptances in real time to effect a transaction regarding an item constituting a good or a service between prospective customers as users of the system and the system, utilizing an electronic communications device, including a computer, comprising the steps of:

establishing communication via the Internet between the user's computer and the system for purpose of a primary transaction comprising an Internet purchase transaction, wherein the system is a conferencing platform that supports conference calls, and wherein the user is a conferee,

obtaining primary transaction data with respect to the transaction, including the identity of the prospective customer,

obtaining at least a second data element relating to the user,

utilizing at least in part the primary transaction data and the second data element in determining at least one good or service item for prospective upsell to the prospective customer,

displaying from the system via the Internet an image of the item to the prospective customer on the user's computer in real time during the course of the communication, and

receiving an acceptance of the offer from at least one user via the Internet to the system to consummate the transaction.

Assignments (10)
RELEASE OF SECURITY INTEREST Recorded Dec 20, 2022
From: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS SUCCESSOR TO WACHOVIA BANK, NATIONAL ASSOCIATION
To: WEST CORPORATION; COSMOSIS CORPORATION; INTERCALL, INC.; INTRADO COMMUNICATIONS INC.; INTRADO COMMUNICATIONS OF VIRGINIA INC.; INTRADO INC.; INTRADO INFORMATION SYSTEM HOLDINGS, INC.; INTRADO COMMAND SYSTEMS, INC.; GEO911, INC.; POSITRON PUBLIC SAFETY SYSTEMS CORP.; MASYS CORPORATION; TELEVOX SOFTWARE, INCORPORATED; WEST ASSET MANAGEMENT, INC.; WEST DIRECT II, INC.; WEST INTERACTIVE CORPORATION; WEST INTERNATIONAL CORPORATION; NORTHERN CONTACT, INC.; WEST NOTIFICATIONS GROUP, INC.; WEST RECEIVABLE SERVICES, INC.; WEST BUSINESS SERVICES, LLC; WEST DIRECT, LLC; WEST FACILITIES, LLC; WEST AT HOME, LLC; WEST CUSTOMER MANAGEMENT GROUP, LLC; ASSET DIRECT MORTGAGE, LLC; INTERCALL TELECOM VENTURES, LLC; BUYDEBTCO, LLC; THE DEBT DEPOT, LLC; WEST ASSET PURCHASING, LLC; INTRADO INTERNATIONAL, LLC; STARGATE MANAGEMENT LLC
Reel/Frame 062249/0385 →
RELEASE OF SECURITY INTEREST Recorded Dec 20, 2022
From: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS SUCCESSOR TO WACHOVIA BANK, NATIONAL ASSOCIATION
To: INTERCALL, INC.; INTRADO INC.; WEST CORPORATION; WEST DIRECT, LLC; WEST NOTIFICATIONS GROUP, INC.
Reel/Frame 062201/0960 →
RELEASE OF SECURITY INTEREST Recorded May 1, 2018
From: U.S. BANK NATIONAL ASSOCIATION
To: WEST CORPORATION; WEST INTERACTIVE SERVICES CORPORATION; WEST SAFETY SERVICES, INC.; WEST UNIFIED COMMUNICATIONS SERVICES, INC.; RELIANCE COMMUNICATIONS, LLC
Reel/Frame 046046/0547 →
SECURITY INTEREST Recorded Jun 20, 2016
From: WEST CORPORATION; WEST INTERACTIVE SERVICES CORPORATION; WEST SAFETY SERVICES, INC.; WEST UNIFIED COMMUNICATIONS SERVICES, INC.; RELIANCE COMMUNICATIONS, LLC
To: U.S. BANK NATIONAL ASSOCIATION
Reel/Frame 039093/0944 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 5, 2015
From: TUXIS TECHNOLOGIES, LLC
To: WEST CORPORATION
Reel/Frame 035569/0191 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 10, 2013
From: WEST CORPORATION
To: TUXIS TECHNOLOGIES LLC
Reel/Frame 029627/0302 →
SECURITY AGREEMENT Recorded Apr 16, 2010
From: INTERCALL, INC.; INTRADO, INC.; WEST CORPORATION; WEST DIRECT, LLC; WEST NOTIFICATIONS GROUP, INC.
To: WACHOVIA BANK, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 024244/0216 →
ASSIGNMENT AND ASSUMPTION OF SECURITY Recorded Aug 12, 2009
From: WEST CORPORATION; COSMOSIS CORPORATION; INTERCALL, INC.; INTRADO COMMUNICATIONS INC.; INTRADO COMMUNICATIONS OF VIRGINIA INC.; INTRADO INC.; INTRADO INFORMATION SYSTEM HOLDINGS, INC.; INTRADO COMMAND SYSTEMS, INC.; GEO911, INC.; POSITRON PUBLIC SAFETY SYSTEMS CORP.; MASYS CORPORATION; NORTHERN CONTACT, INC.; TELEVOX SOFTWARE, INCORPORATED; WEST ASSET MANAGEMENT, INC.; WEST DIRECT II, INC.; WEST INTERACTIVE CORPORATION; WEST INTERNATIONAL CORPORATION; WEST NOTIFICATIONS GROUP, INC.; WEST RECEIVABLE SERVICES, INC.; WEST BUSINESS SERVICES, LLC; WEST DIRECT, LLC; WEST FACILITIES, LLC; WEST AT HOME, LLC; WEST CUSTOMER MANAGEMENT GROUP, LLC; ASSET DIRECT MORTGAGE, LLC; INTERCALL TELECOM VENTURES, LLC; BUYDEBTCO, LLC; THE DEBT DEPOT, LLC; WEST ASSET PURCHASING, LLC; INTRADO INTERNATIONAL, LLC; STARGATE MANAGEMENT LLC
To: WACHOVIA BANK, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 023085/0574 →
SECURITY AGREEMENT Recorded Oct 25, 2006
From: INTERCALL, INC; INTRADO INC; WEST CORPORATION; WEST DIRECT, INC
To: LEHMAN COMMERCIAL PAPER, INC.
Reel/Frame 018433/0233 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 23, 2005
From: STRUBBE, TODD B; ADORNATO, ROCCO L
To: WEST CORPORATION
Reel/Frame 015699/0548 →