CA2234026A1 - Sales process support system and method - Google Patents

Sales process support system and method Download PDF

Info

Publication number
CA2234026A1
CA2234026A1 CA 2234026 CA2234026A CA2234026A1 CA 2234026 A1 CA2234026 A1 CA 2234026A1 CA 2234026 CA2234026 CA 2234026 CA 2234026 A CA2234026 A CA 2234026A CA 2234026 A1 CA2234026 A1 CA 2234026A1
Authority
CA
Canada
Prior art keywords
customer
sales
user
branch
account
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Abandoned
Application number
CA 2234026
Other languages
English (en)
French (fr)
Inventor
Anthony R. Melchione
Rafael Martinez
Eric Seifert
Martin Hirsch
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Citibank NA
Original Assignee
Individual
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Priority claimed from US08/544,102 external-priority patent/US5966695A/en
Application filed by Individual filed Critical Individual
Publication of CA2234026A1 publication Critical patent/CA2234026A1/en
Abandoned legal-status Critical Current

Links

Classifications

    • GPHYSICS
    • G06COMPUTING OR CALCULATING; COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/02Marketing; Price estimation or determination; Fundraising

Landscapes

  • Business, Economics & Management (AREA)
  • Strategic Management (AREA)
  • Engineering & Computer Science (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Finance (AREA)
  • Economics (AREA)
  • Game Theory and Decision Science (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Marketing (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
CA 2234026 1995-10-17 1996-10-17 Sales process support system and method Abandoned CA2234026A1 (en)

Applications Claiming Priority (4)

Application Number Priority Date Filing Date Title
US08/544,102 1995-10-17
US08/544,102 US5966695A (en) 1995-10-17 1995-10-17 Sales and marketing support system using a graphical query prospect database
US08/702,039 US5930764A (en) 1995-10-17 1996-08-23 Sales and marketing support system using a customer information database
US08/702,039 1996-08-23

Publications (1)

Publication Number Publication Date
CA2234026A1 true CA2234026A1 (en) 1997-04-24

Family

ID=27067502

Family Applications (1)

Application Number Title Priority Date Filing Date
CA 2234026 Abandoned CA2234026A1 (en) 1995-10-17 1996-10-17 Sales process support system and method

Country Status (5)

Country Link
EP (1) EP0856178A4 (https=)
JP (1) JPH11513826A (https=)
AU (1) AU7516096A (https=)
CA (1) CA2234026A1 (https=)
WO (1) WO1997015023A2 (https=)

Families Citing this family (34)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US7774230B2 (en) 1996-06-10 2010-08-10 Phoenix Licensing, Llc System, method, and computer program product for selecting and presenting financial products and services
US5987434A (en) 1996-06-10 1999-11-16 Libman; Richard Marc Apparatus and method for transacting marketing and sales of financial products
US6999938B1 (en) 1996-06-10 2006-02-14 Libman Richard M Automated reply generation direct marketing system
US5819263A (en) * 1996-07-19 1998-10-06 American Express Financial Corporation Financial planning system incorporating relationship and group management
CA2287159A1 (en) * 1997-04-29 1998-11-05 Mci Worldcom, Inc. System and method for automated lead generation and client contact management for a sales and marketing platform
JP2001523363A (ja) * 1997-04-29 2001-11-20 エムシーアイ ワールドコム インコーポレーテッド 戦略的マーケティングシステム
JP2001510917A (ja) * 1997-07-16 2001-08-07 ポール マイケル オコーナー 人口統計データを編集する方法及びシステム
US6523041B1 (en) * 1997-07-29 2003-02-18 Acxiom Corporation Data linking system and method using tokens
EP0917119A3 (en) 1997-11-12 2001-01-10 Citicorp Development Center, Inc. Distributed network based electronic wallet
US6236978B1 (en) * 1997-11-14 2001-05-22 New York University System and method for dynamic profiling of users in one-to-one applications
JPH11232330A (ja) * 1998-02-18 1999-08-27 Hitachi Ltd マーケティングシステム
US6154729A (en) * 1998-06-19 2000-11-28 First Data Corporation Method of reporting merchant information to banks
WO2000013122A1 (en) * 1998-08-27 2000-03-09 Upshot Corporation A method and apparatus for network-based sales force management
GB2343763B (en) * 1998-09-04 2003-05-21 Shell Services Internat Ltd Data processing system
US6185555B1 (en) * 1998-10-31 2001-02-06 M/A/R/C Inc. Method and apparatus for data management using an event transition network
GB9901005D0 (en) * 1999-01-19 1999-03-10 Ncr Int Inc Data warehouse applications for networks of self-service machines
WO2000068860A2 (en) * 1999-05-12 2000-11-16 Innovative Systems, Inc. Method of social network generation for customer relationships
EP1071030A1 (en) * 1999-07-21 2001-01-24 Richard Libman Communication method and apparatus
AU6743000A (en) 1999-08-20 2001-03-19 Compudigm International Limited Customer relationship management system and method
US7010495B1 (en) * 1999-12-29 2006-03-07 General Electric Capital Corporation Methods and systems for analyzing historical trends in marketing campaigns
US6847934B1 (en) * 2000-04-11 2005-01-25 Center For Adaptive Systems Applications Marketing selection optimization process
JP2001338118A (ja) * 2000-05-26 2001-12-07 Insweb Kk 業務分析システム、業務分析方法及び記録媒体
US7155402B1 (en) * 2000-11-08 2006-12-26 Bluefire Systems, Inc. Method and apparatus for distribution of fashion and seasonal goods
US6871183B2 (en) * 2001-01-24 2005-03-22 Accenture System and method of preparing and processing data for trade promotion
JP4388713B2 (ja) * 2001-03-29 2009-12-24 富士通株式会社 日配品発注最適化支援システム、その方法、及びプログラム
US7827099B1 (en) 2003-11-25 2010-11-02 Autoalert, Inc. System and method for assessing and managing financial transactions
US12062075B1 (en) 2013-02-08 2024-08-13 Autoalert, Llc Communication generation for target leads
WO2018075561A1 (en) 2016-10-18 2018-04-26 Autoalert, Llc Visual discovery tool for automotive manufacturers with network encryption, data conditioning, and prediction engine
US20210390332A1 (en) * 2020-04-28 2021-12-16 Peter L. Rex Image recognition applied to property services and repairs
US12041517B2 (en) 2020-04-28 2024-07-16 Peter L. Rex Single-message electronic product and service fulfillment
EP4167723A4 (en) 2020-06-19 2024-06-19 Rex, Peter, L. SERVICE SECURITY CHAIN
WO2021258064A1 (en) * 2020-06-19 2021-12-23 Rex Peter L Dynamic trust connection signal
US11989867B2 (en) 2020-06-19 2024-05-21 Peter L. Rex Image recognition of property defects
US20210398268A1 (en) * 2020-06-19 2021-12-23 Peter L. Rex Remote visually enabled contracting

Family Cites Families (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5179660A (en) * 1989-05-15 1993-01-12 International Business Machines Incorporated System for reducing communications overhead in distributed database transactions by serializing in order related requests into single transmission message and receiving transmission response
US5111391A (en) * 1989-10-05 1992-05-05 Mrs. Fields, Inc. System and method for making staff schedules as a function of available resources as well as employee skill level, availability and priority
US5421008A (en) * 1991-11-08 1995-05-30 International Business Machines Corporation System for interactive graphical construction of a data base query and storing of the query object links as an object

Also Published As

Publication number Publication date
EP0856178A4 (en) 1999-01-13
WO1997015023A2 (en) 1997-04-24
AU7516096A (en) 1997-05-07
JPH11513826A (ja) 1999-11-24
MX9802992A (es) 1998-09-30
EP0856178A2 (en) 1998-08-05
WO1997015023A3 (en) 1997-05-15

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