Apparatus system and method for responding to web form inquiries
AssigneeInsideSales.com, Inc.
InventorsThomas Jeffrey Purdy, David Randal Elkington, Jeremiah Johnson, Kenneth David Krogue, James Oldroyd
Life of this patent
Estimating the term…
Abstract
An apparatus, system, and method are disclosed for generating contact plans and responding to web form inquires using the contact plans.
Claims22
A system for responding to inquiries made by contacting persons through web forms, those responses made through the use of contact plans that specify modes of contact with contacting persons, those contact plans containing information not specific to a particular contacting person but rather that information being capable of association to more than one person making contact through a web form, said system comprising:
- a web server configured to receive contact data submitted by a contacting person via a web form on a browser displayable web page in response to the contacting person entering and submitting contact data within the web form;
- a data server configured to retrieve additional data associated with the contacting person, the additional data selected from the group consisting of:
- web analytics data, reverse lookup data, credit check data, web site data, web site rank information, do-not-call registry data, and background check information;
- said data server being further configured to access a set of contact plans containing contact plan information not specific to a particular contacting person, the contact plan information being capable of association to more than one person making contact through a web form, the contact plan information including:
- a preferred contact time, a preferred contact method, a backup contact time, and a backup contact method;
- said data server further configured to automatically select a preferred contact plan for the contacting person from the set of accessed contact plans, that selection of a contact plan based on data selected from the group consisting of:
- the contact data associated received from the contacting person via the web form, retrieved additional data associated with the contacting person, contact attempt records, and contact outcome information;
- the data server further configured to associate the contacting person with the selected preferred contact plan by which the contacting person may be identified by the contact plan information of the selected preferred contact plan;
- and
- a contact server configured to select a contacting person in accordance with a preferred contact plan to which the selected contacting person is associated and deliver information on the selected contacting person to an agent, said contacting server being further configured to perform that delivery of information of a selected contacting person upon the occurrence of an event specified in a contact time included in the contact plan information of the preferred contact plan associated to that contacting person for which information is being delivered.
An apparatus to develop a contact plan for automatically responding to web form inquiries, the apparatus comprising:
- a data collection module configured to receive a plurality of contact attempt records each corresponding to the submission of contact data submitted by a contacting person through at least one web form, the contact attempt records comprising time information, personal information of a contacting person, contact method information, and contact outcome information;
- a data analysis module configured to analyze the received contact attempt records to find correlations between the contact outcome information and the time information, user information, and contact method information;
- a contact plan generation module configured to receive the found correlations and automatically formulate a plurality of contact plans, each of the formulated contact plans containing contact plan information not specific to a particular contacting person, the contact plan information being capable of association to more than one person making contact through a web form;
- the contact plan information of each of the plurality of contact plans including a contact time and a contact method;
- and
- wherein each of said data collection module, said data analysis module, and said contact plan generation module are implemented as executable code configured for execution on a computer, said executable code being stored on one or more non-transitory computer readable storage media.
A method of interacting with a computer system including a server configured to provide contact information of inquiring persons, those inquiring persons being individually associated with contact plans selected from a set of contact plans stored on said computer system, each contact plan within the set containing contact plan information not specific to a particular person to be contacted, the contact plan information being capable of association to more than one inquiring person providing contact information through a form submitted over a network, the system including a store of user information particular to inquiring persons, the user information including contact information provided by inquiring persons, the user information being stored on the computer system for later retrieval and delivery to a contacting agent, the contact plan information of each contact plan within the set including an event upon which contact with an inquiring person is to be made and a specified mode of contact, the computer system detecting the occurrence of events within the set of contact plans, the computer system including terminals by which a contacting agent may interact with the computer system, said method being performed through the execution of non-transitory instructions by the computer system and comprising the steps of:
- accessing said server through a terminal;
- receiving, upon the occurrence of an event specified by one of said contact plans associated with an inquiring person, directions to make contact with that inquiring person, those directions including a mode of contact as specified by said contact plan associated with that inquiring person and user information as needed to make contact with that inquiring person using the specified mode of contact;
- upon receiving directions to make contact with an inquiring person, making a contact attempt with that inquiring person using the mode specified by said contact plan associated with that inquiring person as addressed by the user information included with said received directions;
- upon making a contact attempt with an inquiring person using a mode and user information included in received directions, returning to said system an indication of success or failure of the contact attempt;
- and
- repeating said steps of receiving directions, making a contact attempt, and returning an indication of success or failure for successive inquiring persons, said repeating being performed as the event specified by said contact plans associated with each successive inquiring persons occurs.
A method of operating a computer system including a server configured to provide contact information of inquiring persons, those inquiring persons being associated with a contact plan selected from a set of contact plans stored on said computer system, the system including a store of user information particular to inquiring persons, the user information including contact information provided by inquiring persons, the user information being stored on the computer system for later retrieval and delivery to a contacting agent, the contact plan information of each contact plan within the set including an event upon which contact with an inquiring person is to be made and a specified mode of contact, the computer system including terminals by which a contacting agent may interact with the computer system, said method being performed through the execution of non-transitory instructions by the computer system and comprising the steps of:
- operating a server by which agents may access said computer system through terminals;
- accessing said set of contact plans and user information specific to inquiring persons, each contact plan within the set containing contact plan information not specific to a particular person to be contacted, the contact plan information being capable of association to more than one inquiring person having providing contact information through a form submitted over a network;
- detecting the occurrence of events specified by a contact plan within said set of contact plans associated with an inquiring person;
- delivering to an agent directions to make contact with an inquiring person for which an event specified by a contact plan associated with that inquiring person has occurred, the delivery of directions being made to that agent through one of said terminals, those directions including a mode of contact as specified by said contact plan associated with that inquiring person and user information as needed to make contact with that inquiring person using the specified mode of contact;
- following the delivery of directions to make contact with an inquiring person, receiving an indication of success or failure of the contact attempt;
- upon receiving an indication of success or failure of a contact attempt, creating a contact attempt record identifying the contact plan used in the course of that contact attempt;
- and
- repeating said steps of detecting the occurrence of events, delivering directions to an agent, receiving an indication of success or failure and creating a contact attempt record, said repeating being performed as events specified by said contact plans associated with each successive inquiring persons occurs.
Dependencies are inferred from the claim text.