IP Library Patent Application 13245859
Patent Application
App. No. 13/245,859

PERFORMING FOLLOW-UP ACTIONS BASED ON SURVEY RESULTS

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Quick Facts
Patent No.
US None
App. No.
13/245,859
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 (59)

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; and

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 providing a notification further comprises:

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

notifying the field manager when field manager involvement is warranted.

9 . The computer implemented method of claim 8 , wherein notifying the field manager further comprises includes transmitting the survey result information to the field manager and forwarding to the field manager a hyperlink to the survey result information.

10 . The computer implemented method of claim 7 , wherein the survey result information includes at least a voice message provided by the survey recipient and stored in digital form, the method further comprising:

providing, to a field manager, access to the voice message to a field manager and enabling the field manager to access contact information of the survey recipient.

11 . 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.

12 . 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.

13 . 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, 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.

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

enabling an operator to contact the customer, authorize sending a gift card to the survey recipient, send the survey result information to a store where the customer purchased a product, and address a customer issue with a delivery team.

15 . 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.

16 . 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.

17 . The survey follow-up system of claim 16 , 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.

18 . The survey follow-up system of claim 16 , 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; and

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

19 . The survey follow-up system of claim 16 , 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.

20 . The survey follow-up system of claim 16 , 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 (2)
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 →