IP Library Granted Patent US 8,812,345
Granted Patent B2
US 8,812,345 · App. 13/026,468 · Granted Aug 19, 2014

Door to door sales management tool

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Quick Facts
Patent No.
US 8,812,345
App. No.
13/026,468
Granted
Aug 19, 2014
Kind
B2
Abstract

A door to door sales management tool utilizes a mobile device configured to request data from a database regarding a neighborhood within proximity of that sale. The mobile device sends results back to the database, wherein the results are flagged as verified. A simplified prequalification system is shown where a salesperson may select a house on a map to run a prequalification on the expected occupants of the selected house.

Claims (40)

1. A computer-implemented method for performing sales management processes at a computerized mobile device, comprising:

the mobile device displaying a map with at least one house;

the mobile device receiving a selection of a house on the displayed map;

the mobile device displaying at least one current occupant name associated with the selected house, the current occupant name retrieved from a database based on at least an address of the house;

the mobile device receiving a selection of the at least one current occupant name associated with the selected house, wherein selection of the at least one current occupant name initiates a pre-qualification on a potential customer that has the current occupant name, the pre-qualification being performed to verify qualification for the potential customer to purchase a product or service that is for sale and that is distinguished from the selected house of the occupant; and

receiving and displaying a result of the pre-qualification at the mobile device.

2. The method of claim 1 , wherein the method further includes:

in response to a sale being made for the product or service with the potential customer, the device receiving sales information used to complete the sale; and

transmitting the sales information to a remote server system.

3. The method of claim 2 , wherein the method further includes:

receiving a response from the remote server system in response to transmitting the sales information, the response including an offer for the potential customer to purchase one or more additional product or service.

4. The method of claim 1 , wherein the method further includes:

in response to a sale not being made for the product or service with the potential customer, the device receiving sales information used to indicate whether the potential customer already owns or uses the product or service; and

transmitting the sales information to a remote server system.

5. The method of claim 1 , wherein the at least one current occupant name is displayed with and selected from a plurality of names associated with the selected house.

6. The method of claim 1 , wherein the method further includes:

displaying the map with a plurality of houses, wherein the plurality of houses are displayed with a particular type of highlighting that is applied to one or more of the plurality of houses to distinguish the one or more of the plurality of houses where previous sales have occurred.

7. The method of claim 1 , wherein the method further includes:

displaying the map with a plurality of houses, wherein the plurality of houses are displayed with a particular type of highlighting that is applied to one or more of the plurality of houses to distinguish the one or more of the plurality of houses where occupants have indicated they are not interested in the product or service.

8. A computing system, comprising:

computer hardware; and

one or more storage device having stored computer-executable instructions which, when executed by the mobile computer device, implement a method for performing sales management processes at the computing system, wherein the method includes:

the computing system displaying a map with at least one house;

the computing system receiving a selection of a house on the displayed map;

the computing system displaying at least one current occupant name associated with the selected house, the current occupant name retrieved from a database based on at least an address of the house;

the computing system receiving a selection of the at least one current occupant name associated with the selected house, wherein selection of the at least one current occupant name initiates a pre-qualification on a potential customer that has the current occupant name, the pre-qualification being performed to verify qualification for the potential customer to purchase a product or service that is for sale and that is distinguished from the selected house; and

receiving and displaying a result of the pre-qualification with the computing system.

9. The computing system of claim 8 , wherein the method further includes:

in response to a sale being made for the product or service with the potential customer, the device receiving sales information used to complete the sale; and

transmitting the sales information to a remote server system.

10. The computing system of claim 9 , wherein the method further includes:

receiving a response from the remote server system in response to transmitting the sales information, the response including an offer for the potential customer to purchase one or more additional product or service.

11. The computing system of claim 8 , wherein the method further includes:

in response to a sale not being made for the product or service with the potential customer, the device receiving sales information used to indicate whether the potential customer already owns or uses the product or service; and

transmitting the sales information to a remote server system.

12. The computing system of claim 8 , wherein the at least one current occupant name is displayed with and selected from a plurality of names associated with the selected house.

13. The computing system of claim 8 , wherein the method further includes:

displaying the map with a plurality of houses, wherein the plurality of houses are displayed with a particular type of highlighting that is applied to one or more of the plurality of houses to distinguish the one or more of the plurality of houses where previous sales have occurred.

14. The computing system of claim 8 , wherein the method further includes:

displaying the map with a plurality of houses, wherein the plurality of houses are displayed with a particular type of highlighting that is applied to one or more of the plurality of houses to distinguish the one or more of the plurality of houses where occupants have indicated they are not interested in the product or service.

Assignments (11)
AFTER-ACQUIRED INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Feb 27, 2025
From: VIVINT LLC; SMART HOME PROS, INC.; VIVINT AMIGO, INC.
To: DEUTSCHE BANK TRUST COMPANY AMERICAS, AS PRIORITY COLLATERAL TRUSTEE
Reel/Frame 070349/0816 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENTS RECORDED AT REEL 035324, FRAME 0328 Recorded Nov 11, 2024
From: WILMINGTON TRUST, NATIONAL ASSOCIATION
To: VIVINT, INC.
Reel/Frame 069333/0968 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENTS RECORDED AT REEL 049283, FRAME 0566 Recorded Nov 11, 2024
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
To: VIVINT, INC.
Reel/Frame 069334/0137 →
RELEASE (REEL 047029/ FRAME 0304) Recorded Nov 1, 2024
From: BANK OF AMERICA, N.A.
To: VIVINT LLC (F/K/A VIVINT, INC.)
Reel/Frame 069289/0468 →
RELEASE OF SECURITY INTEREST Recorded Jul 12, 2021
From: BANK OF AMERICA, N.A.
To: VIVINT, INC.
Reel/Frame 056822/0101 →
SECURITY AGREEMENT Recorded May 23, 2019
From: VIVINT, INC.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION
Reel/Frame 049283/0566 →
SECURITY AGREEMENT Recorded Sep 6, 2018
From: VIVINT, INC.
To: BANK OF AMERICA, N.A.
Reel/Frame 047029/0304 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 2, 2017
From: CRAGUN, JASON; KYSER, LONNIE
To: VIVINT, INC. D/B/A APX ALARM SECURITY SOLUTIONS, INC.
Reel/Frame 043475/0657 →
SECURITY INTEREST Recorded Apr 2, 2015
From: VIVINT, INC.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION
Reel/Frame 035324/0328 →
SECURITY AGREEMENT Recorded Nov 20, 2012
From: VIVINT, INC.
To: BANK OF AMERICA, AS ADMINISTRATIVE AGENT
Reel/Frame 029339/0975 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 2, 2011
From: CRAGUN, JASON; KYSER, LONNIE
To: VIVINT, INC. D/B/A APX ALARM SECURITY SOLUTIONS, INC.
Reel/Frame 026211/0976 →