IP Library Patent Application 12722474
Patent Application
App. No. 12/722,474

PERFORMING FOLLOW-UP ACTIONS BASED ON SURVEY RESULTS

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Quick Facts
Patent No.
US None
App. No.
12/722,474
Abstract

Systems and methods for prompting follow-up actions in response to a survey. According to some implementations, a computer implemented method includes receiving survey result information that is extracted from an automated survey offered to a survey recipient. The method also includes receiving an indication that one or more follow-up actions are warranted based in part on an analysis of the survey result information and providing a notification to one or more individuals responsible for performing the one or more follow-up actions.

Claims (74)

1 . A computer-readable medium encoded with computer-executable instructions, the computer-executable instructions comprising:

logic adapted to receive survey result information, the survey result information being extracted from responses to an automated survey offered to a survey recipient;

logic adapted to receive an indication that one or more follow-up actions are warranted based in part on an analysis of the survey result information; and

logic adapted to provide a notification to one or more individuals responsible for performing the one or more follow-up actions.

2 . The computer-readable medium of claim 1 , wherein the logic adapted to receive the indication is further adapted to determine if a follow-up flag has been set.

3 . The computer-readable medium of claim 1 , wherein the logic adapted to provide the notification further comprises:

logic adapted to determine if the one or more follow-up actions warrant involvement by a field manager; and

logic adapted to notify the field manager when field manager involvement is warranted.

4 . The computer-readable medium of claim 1 , wherein the logic adapted to provide a notification further comprises:

logic adapted to determine if the one or more follow-up actions warrant involvement by a client;

logic adapted to notify the client when client involvement is warranted.

5 . The computer-readable medium of claim 1 , further comprising:

logic adapted to display a user interface, the user interface comprising an information section, a survey result section, a customer issue section, and a follow-up actions section;

logic enabling the user to select one or more follow-up actions from the follow-up actions section;

logic adapted to prompt the user to perform at least one of the follow-up actions.

6 . The computer-readable medium of claim 1 , further comprising logic enabling an operator to:

authorize sending a gift card to the survey recipient;

send the survey result information to a store where the customer purchased a product;

contact the customer; and

address a customer issue with a delivery team.

7 . A computer implemented method comprising:

receiving survey result information, the survey result information being extracted from an automated survey offered to a survey recipient;

receiving an indication that one or more follow-up actions are warranted based in part on an analysis of the survey result information;

providing a notification to one or more individuals responsible for performing the one or more follow-up actions.

8 . The computer implemented method of claim 7 , wherein receiving the indication further comprises determining if a follow-up flag has been set.

9 . The computer implemented method of claim 7 , wherein providing a notification further comprises:

determining if the one or more follow-up actions warrant involvement by a field manager; and

notifying the field manager when field manager involvement is warranted.

10 . The computer implemented method of claim 9 , wherein notifying the field manager further comprises transmitting the survey result information to the field manager.

11 . The computer implemented method of claim 9 , wherein notifying the field manager further comprises forwarding to the field manager a hyperlink to the survey result information.

12 . The computer implemented method of claim 7 , wherein the survey result information comprises at least a voice message provided by the survey recipient, the voice message stored in digital form.

13 . The computer implemented method of claim 12 , further comprising:

providing, to a field manager, access to the voice message.

14 . The computer implemented method of claim 13 , further comprising:

enabling the field manager to access contact information of the survey recipient.

15 . The computer implemented method of claim 7 , wherein providing a notification further comprises:

determining if the one or more follow-up actions warrant involvement by a client;

notifying the client when client involvement is warranted.

16 . The computer implemented method of claim 7 , further comprising:

displaying a user interface, the user interface comprising an information section, a survey result section, a customer issue section, and a follow-up actions section;

enabling the user to select one or more follow-up actions from the follow-up actions section;

prompt the user to perform at least one of the follow-up actions.

17 . The computer implemented method of claim 7 , further comprising:

determining if the survey result information meets criteria for sending an auto-notification to the client; and

sending the auto-notification if the criteria are met.

18 . The computer implemented method of claim 17 , wherein the criteria include at least a client request to receive an auto-notification and a record of predefined notification criteria in the survey result information.

19 . The computer implemented method of claim 7 , further comprising:

enabling an operator to authorize sending a gift card to the survey recipient.

20 . The computer implemented method of claim 7 , further comprising:

enabling an operator to send the survey result information to a store where the customer purchased a product.

21 . The computer implemented method of claim 7 , further comprising:

enabling an operator to contact the customer.

22 . The computer implemented method of claim 7 , further comprising:

enabling an operator to address a customer issue with a delivery team.

23 . The computer implemented method of claim 7 , further comprising:

creating a report summarizing the survey result information for a specific day; and

sending the report to one or more field managers on the morning after the specific day.

24 . A survey follow-up system comprising:

a processing device associated with a computing system, the processing device configured to execute instructions; and

a memory device in communication with the processing device, the memory device configured to store a survey program that is executable by the processing device, the survey program comprising at least:

a survey follow-up module enabling a user to monitor a plurality of follow-up cases, the follow-up cases including follow-up actions with a survey recipient in response to feedback from the survey recipient; and

a survey result reporting module configured to transmit one or more reports to at least one of a service group and a client of the service group.

25 . The survey follow-up system of claim 24 , wherein the survey follow-up module is configured to:

receive survey result information, the survey result information being extracted from an automated survey offered to a survey recipient;

receive an indication that one or more follow-up actions are warranted based in part on an analysis of the survey result information; and

provide a notification to one or more individuals responsible for performing the one or more follow-up actions.

26 . The survey follow-up system of claim 24 , wherein the survey follow-up module is further configured to:

display a user interface having an information section, a survey result section, a customer issue section, and a follow-up actions section;

enabling the user to select one or more follow-up actions from the follow-up actions section;

prompt the user to perform at least one of the follow-up actions.

27 . The survey follow-up system of claim 24 , wherein the survey follow-up module is further configured to:

provide a user interface enabling a user to perform a search of the records of multiple follow-up cases, the user interface displaying the records in order of an age of the follow-up case, the age representing the time from a completion of an automated survey to the present.

28 . The survey follow-up system of claim 24 , wherein the survey follow-up module is further configured to:

calculate compensation payments for members of the service group based in part on high quality customer service.

Assignments (5)
CHANGE OF NAME Recorded Jul 7, 2014
From: 3PD, INC.
To: XPO LAST MILE, INC.
Reel/Frame 033278/0872 →
SECURITY AGREEMENT Recorded Oct 21, 2013
From: 3PD, INC
To: MORGAN STANLEY SENIOR FUNDING, INC.
Reel/Frame 031447/0879 →
RELEASE OF SECURITY INTEREST Recorded Aug 16, 2013
From: SUNTRUST BANK
To: 3PD, INC.
Reel/Frame 031025/0071 →
SECURITY AGREEMENT Recorded May 4, 2011
From: 3PD, INC.
To: SUNTRUST BANK
Reel/Frame 026221/0449 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 18, 2010
From: MEYER, KARL; TURNER, JONATHAN
To: 3PD, INC.
Reel/Frame 024097/0993 →