Method and system of allocating a sales representative
AssigneeCerado, Inc.
InventorsChristopher Carfi, Leif Chastaine
Life of this patent
Estimating the term…
Abstract
A method and system is disclosed for providing for customer input during sales representative allocation by a vendor. According to the embodiments, a customer can participate in the allocation through a representative search function, a representative match function, and a contact find function, for instance. The system is generally employed on a server that handles database and processing operations. The system may also provide for searching and navigating via an internet connection through available sales representatives based on one or more traits of the sales representative.
Claims28
In a computer system, a method for associating a vendor sales representative with a customer comprising:
- receiving from the customer a set of customer traits, including a set of demographic traits of the customer other than a geographic trait;
- querying a database to select a set of representatives with representative traits that match the set of traits received from the customer;
- providing the customer with indicia of the set of representatives;
- and
- receiving from the customer a representative selection, wherein the representative selection is indicative of at least one of the representatives of the set of representatives.
A method for associating a vendor sales representative with a customer comprising:
- receiving an action request from the customer;
- if the action request is a representative search request, performing a representative search function, wherein the representative search function includes providing the customer with a first set of customer-representative matches, and wherein each match of the first set of customer-representative matches exhibits representative traits that correspond to selected traits submitted by the customer;
- and
- if the action request is a representative match request, performing a representative match function, wherein the representative match function includes providing the customer with a second set of customer-representative matches, and wherein each match of the second set of customer-representative matches exhibits representative traits that correspond with traits of the customer.
A system for associating a vendor representative with a customer comprising:
- a distributed network including a server, data storage, and a remote terminal communicatively inter-coupled;
- a vendor representative database stored in data storage, wherein the vendor representative database is configured to store representative traits of vendor representatives;
- program logic stored in data storage and executable by a processor on the server for (i) receiving a set of customer traits of the customer;
- (ii) comparing the set of customer traits with the stored representative traits;
- (iii) ranking customer-representative matching based on the comparison;
- and (iv) providing a ranked listed of representatives to the customer, accessible at the remote terminal, whereby the customer may provide input as to which representative is assigned to the customer.
A method for selecting a vendor sales representative for a customer comprising:
- obtaining a set of customer traits, wherein at least a portion of the customer traits are obtained through an off-line source;
- storing the set of customer traits in a data storage;
- in response to a trigger, matching a given sales representative with the customer based on the set of stored customer traits;
- and
- providing the customer an indicia of the given sales representative.
Dependencies are inferred from the claim text.