US 2015/0317652 A1Published application

Sales Management System

AssigneeNits Solutions, Inc.

InventorsSanjay Seth, Neetu Seth

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Abstract

A method includes receiving a set of customer records and identifying any duplicate customers within the set of customer records. The method includes consolidating customer records of any duplicate customers, and identifying whether any customers represented within the received set of customer records have an existing customer record in data store hardware. The method includes receiving a segmentation criteria defined as an active customer, an inactive customer, or a prospective customer, and segmenting the customers in the data store hardware based on the segmentation criteria. The method includes assigning an active status to active customers. The active status being active defecting (customer having no associated purchase history) or active declining (customer having a threshold decrease in sales over a third period of time). The method also includes associating customer metrics with the customers, and generating a report illustrating the customer segmentation and customer metrics.

Claims26

Dependent claims

A method comprising:

receiving, at a data processing device, a set of customer records corresponding to customers;
identifying, using the data processing device, any duplicate customers represented within the set of customer records;
consolidating, using the data processing device, customer records of any duplicate customers as each having a consolidated customer record;
identifying, using the data processing device, whether any customers represented within the received set of customer records have an existing customer record in data store hardware;
when a customer has an existing customer record in the data store hardware, updating, using the data processing device, the existing customer record in the data store hardware based on the corresponding received customer record or the corresponding consolidated customer record;
when the data store hardware lacks a customer record corresponding to a customer, inserting, using the data processing device, a new customer record in the data store hardware based on the corresponding received customer record or the corresponding consolidated customer record;
receiving, at the data processing device, a segmentation criteria defined as an active customer, an inactive customer, or a prospective customer, an active customer having an active associated purchase history within a first threshold period of time, an inactive customer having an inactive associated purchase history of the first threshold period of time, and a prospective customer having no associated purchase history;
segmenting the customers in the data store hardware, using the data processing device, based on the segmentation criteria;
assigning an active status to active customers, the active status being active defecting or active declining, an active defecting customer having no associated purchase history within a second threshold period of time shorter than the first threshold period of time, an active declining customer having a threshold decrease in sales over a third period of time;
associating customer metrics with the customers;
and
generating, using the data processing device, a report illustrating the customer segmentation and customer metrics.

9 more elements

A method comprising:

receiving, at a data processing device, a set of customer records corresponding to customers;
identifying, using the data processing device, any duplicate customers represented within the set of customer records;
consolidating, using the data processing device, customer records of any duplicate customers as each having a consolidated customer record;
identifying, using the data processing device, whether any customers represented within the received set of customer records that have an existing customer record in data store hardware;
when a customer has an existing customer record in the data store hardware, updating, using the data processing device, the existing customer record in the data store hardware based on the corresponding received customer record or the corresponding consolidated customer record;
when the data store hardware lacks a customer record corresponding to a customer, inserting, using the data processing device, a new customer record in the data store hardware based on the corresponding received customer record or the corresponding consolidated customer record;
receiving, at the data processing device, a segmentation criteria comprising a customer type defined as a dealer, body shop, a repair shop, a shop specialty, a distance from a dealer, and/or a brand;
segmenting the customers in the data store hardware, using the data processing device, based on the segmentation criteria;
associating customer metrics with the customers;
and
generating, using the data processing device, a report illustrating the customer segmentation and customer metrics.

8 more elements

A system comprising:

data store hardware;
a customer receiver executing on a data processing device and in communication with the data store hardware, the customer receiver:
receiving a set of customer records corresponding to customers;
identifying any duplicate customers represented within the set of customer records;
consolidating customer records of any duplicate customers as each having a consolidated customer record;
identifying whether any customers represented within the received set of customer records that have an existing customer record in the data store hardware;
when a customer has an existing customer record in the data store hardware, updating the existing customer record in the data store hardware based on the corresponding received customer record or the corresponding consolidated customer record;
and
when the data store hardware lacks a customer record corresponding to a customer, inserting a new customer record in the data store hardware based on the corresponding received customer record or the corresponding consolidated customer record;
a segmenter in communication with the data store hardware, the segmenter:
receiving a segmentation criteria;
and
segmenting the customers in the data store hardware based on the segmentation criteria;
and
a reporter in communication with the data store hardware, the reporter:
associating customer metrics with the customers;
and
generating a report illustrating the customer segmentation and customer metrics.

15 more elements

Dependencies are inferred from the claim text.

Facts

Application: 14/676,218Filed 1 Apr 2015
Priority: 1 May 2014
Published: 5 Nov 2015
Term ends: Not estimatedThe source records don’t support an estimate.

Classification7 codes

G06F 16/23
Of structured data, e.g. relational data: updating
G06F 16/00
Information retrieval
G06F 16/282
Databases characterised by their database models, e.g. relational or object models: hierarchical databases, e.g. IMS, LDAP data stores or Lotus Notes
G06Q 30/016
Providing customer assistance, e.g. assisting a customer within a business location or via helpdesk: after-sales