Methods and systems for sales tracking using mobile devices
View Patent ↗Embodiments of methods and systems for sales tracking using mobile devices are described. In an embodiment, a method may include an employee interface device registering a sign-in entry in an internet-based tracking database in response to an application of the employee interface device determining that a location module of the employee interface device is within a pre-defined range of one of multiple pre-defined locations of interest, and that the location module has remained within the pre-defined range of one of the multiple pre-defined locations of interest for a pre-defined time period. In an embodiment, the employee interface device may register a sign-out time of the sign-in entry in the internet-based tracking database in response to the application of the employee interface device determining that the location module has moved outside the pre-defined range, and that the location module has remained outside the pre-defined range for the pre-defined time period.
1. A method of using a mobile device to reduce false sign-ins during sales tracking, comprising:
determining, with an application on the mobile device, whether the mobile device is within a predefined range of a first one of a plurality of pre-defined locations of interest;
initiating a timer in response to determining, with the application on the mobile device, whether the mobile device is within a predefined range of a first one of a plurality of pre-defined locations of interest;
assessing the occurrence of a first sign-in by determining, with the application on the mobile device, whether the mobile device has remained within the pre-defined range of the first one of the plurality of pre-defined locations of interest for a first pre-defined threshold time period;
sending a first sign-in entry to an internet-based tracking database if it is determined, with the application on the mobile device, that the mobile device has remained within the pre-defined range of the first one of the plurality of pre-defined locations of interest for the first pre-defined threshold time period;
resetting the timer if it is determined, with the application on the mobile device, that the mobile device has not remained within the pre-defined range of the first one of the plurality of pre-defined locations of interest for the first pre-defined threshold time period;
determining, with the application on the mobile device, whether the mobile device is within a predefined range of a second one of a plurality of pre-defined locations of interest, if the mobile device has not remained within the pre-defined range of the first one of the plurality of pre-defined locations of interest for the first pre-defined threshold time period;
initiating a timer in response to determining, with the application on the mobile device, whether the mobile device is within a predefined range of the second one of a plurality of pre-defined locations of interest;
assessing the occurrence of a second sign-in by determining, with the application on the mobile device, whether the mobile device has remained within the pre-defined range of the second one of the plurality of pre-defined locations of interest for a second pre-defined threshold time period;
sending a second sign-in entry to the internet-based tracking database if it is determined, with the application on the mobile device, that the mobile device has remained within the pre-defined range of the second one of the plurality of pre-defined locations of interest for the second pre-defined threshold time period; and
resetting the timer if it is determined, with the application on the mobile device, that the mobile device has not remained within the pre-defined range of the second one of the plurality of pre-defined locations of interest for the second pre-defined threshold time period.
2. The method of claim 1 , further comprising:
assessing whether a first sign-in entry has been sent to the internet-based tracking database;
determining, with the application on the mobile device, whether the mobile device has moved outside the pre-defined range of the first one of the plurality of pre-defined locations of interest;
assessing whether the mobile device has remained outside the pre-defined range of the first one of the plurality of pre-defined locations of interest for a third pre-defined threshold time period; and
sending a sign-out entry to the internet-based tracking database if the mobile device has remained outside the pre-defined range of the first one of the plurality of pre-defined locations of interest for the third pre-defined threshold time period.
3. The method of claim 2 , wherein the first and second sign-in entry each comprise:
a location name corresponding to one of the plurality of locations of interest;
an amount of time the employee interface device spent within the predefined range of the corresponding location of interest; and
a user-editable sales notes field.
4. The method of claim 3 , wherein the user-editable sales notes field is configured to be automatically uploaded to a customer relationship management (CRM) system by the internet-based tracking database.
5. The method of claim 4 , further comprising reading, with a manager interface device, a plurality of sign-in entries from the internet-based tracking database.
6. The method of claim 5 , further comprising sending a real-time proximity alert to a site administrator of a pre-defined location of interest in response to the mobile device sending one of said first or second sign-in entry to the internet-based tracking database.
7. The method of claim 6 , wherein the pre-defined range comprises fifty (50) feet and the pre-defined threshold time period comprises fifteen (15) minutes.
8. The system of claim 6 , further comprising a manager interface device, wherein the manager interface device comprises an analytics dashboard application configured for reading a plurality of sign-in entries from the internet-based tracking database.
9. The method of claim 2 further comprising the step of:
dynamically adjusting the third pre-defined threshold time period based on a rate of movement of the mobile device with respect to one of the pre-defined locations of interest.
10. The method of claim 1 wherein the first pre-defined threshold time period and the second pre-defined threshold time period are the same time period.