US2021142289A1PendingUtilityA1
Door to door sales management tool
Est. expiryApr 2, 2030(~3.7 yrs left)· nominal 20-yr term from priority
G06Q 30/0204G06Q 10/047G06F 3/04842G01C 21/3867G01C 21/3811G06Q 30/06G06Q 10/103G06Q 30/02G06Q 30/0203G06Q 30/0202
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Claims
Abstract
A door to door sales management tool utilizes a mobile device configured to request data from a database regarding a neighborhood within proximity of that sale. The mobile device sends results back to the database, wherein the results are flagged as verified. A simplified prequalification system is shown where a salesperson may select a house on a map to run a prequalification on the residents expected occupants of the selected house.
Claims
exact text as granted — not AI-modifiedWhat is claimed is:
1 . A computer-implemented method for performing sales management processes at a computing device, comprising:
receiving a selection of an address; displaying at least one current occupant name associated with the address, the at least one current occupant name retrieved from a database based on at least the address; receiving a selection of the at least one current occupant name associated with the address, wherein selection of the at least one current occupant name initiates a pre-qualification on a potential customer that has the at least one current occupant name, the pre-qualification being performed to verify qualification for the potential customer to purchase a product or service that is for sale; and receiving and displaying a result of the pre-qualification at the computing device.
2 . The computer-implemented method of claim 1 , further comprising:
in response to a sale being made for the product or service with the potential customer, receiving sales information used to complete the sale; and transmitting the sales information to a remote server system.
3 . The computer-implemented method of claim 2 , further comprising:
receiving a response from the remote server system in response to transmitting the sales information, the response including an offer for the potential customer to purchase one or more additional product or service.
4 . The computer-implemented method of claim 1 , further comprising:
in response to a sale not being made for the product or service with the potential customer, receiving sales information used to indicate whether the potential customer already owns or uses the product or service; and transmitting the sales information to a remote server system.
5 . The computer-implemented method of claim 1 , wherein the at least one current occupant name is displayed with and selected from a plurality of names associated with the address.
6 . The computer-implemented method of claim 1 , wherein receiving a selection of an address comprises displaying a map and receiving a selection of a house on the map.
7 . The computer-implemented method of claim 6 , further comprising:
displaying the map with a plurality of houses, wherein the plurality of houses are displayed with a particular type of highlighting that is applied to one or more of the plurality of houses to distinguish the one or more of the plurality of houses where previous sales have occurred.
8 . The computer-implemented method of claim 6 , further comprising:
displaying the map with a plurality of houses, wherein the plurality of houses are displayed with a particular type of highlighting that is applied to one or more of the plurality of houses to distinguish the one or more of the plurality of houses where occupants have indicated they are not interested in the product or service.
9 . A computer system for performing sales management processes at a computing device, comprising:
one or more processors; and one or more computer-readable media having stored thereon executable instructions that when executed by the one or more processors configure the computer system to perform at least the following:
receive a selection of an address;
display at least one current occupant name associated with the address, the at least one current occupant name retrieved from a database based on at least the address;
receive a selection of the at least one current occupant name associated with the address, wherein selection of the at least one current occupant name initiates a pre-qualification on a potential customer that has the at least one current occupant name, the pre-qualification being performed to verify qualification for the potential customer to purchase a product or service that is for sale; and
receive and displaying a result of the pre-qualification at the computing device.
10 . The computer system of claim 9 , wherein the executable instructions include instructions that are executable to configure the computer system to:
in response to a sale being made for the product or service with the potential customer, receive sales information used to complete the sale; and transmit the sales information to a remote server system.
11 . The computer system of claim 10 , wherein the executable instructions include instructions that are executable to configure the computer system to:
receive a response from the remote server system in response to transmitting the sales information, the response including an offer for the potential customer to purchase one or more additional product or service.
12 . The computer system of claim 9 , wherein the executable instructions include instructions that are executable to configure the computer system to:
in response to a sale not being made for the product or service with the potential customer, receive sales information used to indicate whether the potential customer already owns or uses the product or service; and transmit the sales information to a remote server system.
13 . The computer system of claim 9 , wherein the at least one current occupant name is displayed with and selected from a plurality of names associated with the address.
14 . The computer system of claim 9 , wherein receiving a selection of an address comprises displaying a map and receiving a selection of a house on the map.
15 . The computer system of claim 14 , wherein the executable instructions include instructions that are executable to configure the computer system to:
display a map with a plurality of houses, wherein the plurality of houses are displayed with a particular type of highlighting that is applied to one or more of the plurality of houses to distinguish the one or more of the plurality of houses where previous sales have occurred.
16 . The computer system of claim 14 , wherein the executable instructions include instructions that are executable to configure the computer system to:
display a map with a plurality of houses, wherein the plurality of houses are displayed with a particular type of highlighting that is applied to one or more of the plurality of houses to distinguish the one or more of the plurality of houses where occupants have indicated they are not interested in the product or service.
17 . A computer-readable media comprising one or more physical computer-readable storage media having stored thereon computer-executable instructions that, when executed at a processor, cause a computer system to perform a method for performing sales management processes at a computing device, the method comprising:
receiving a selection of an address; displaying at least one current occupant name associated with the address, the at least one current occupant name retrieved from a database based on at least the address; receiving a selection of the at least one current occupant name associated with the address, wherein selection of the at least one current occupant name initiates a pre-qualification on a potential customer that has the at least one current occupant name, the pre-qualification being performed to verify qualification for the potential customer to purchase a product or service that is for sale; and receiving and displaying a result of the pre-qualification at the computing device.
18 . The computer-readable media of claim 17 , wherein the computer-executable instructions include instructions that are executable to cause the computer system to perform a method comprising:
in response to a sale being made for the product or service with the potential customer, receiving sales information used to complete the sale; and transmitting the sales information to a remote server system.
19 . The computer-readable media of claim 18 , wherein the computer-executable instructions include instructions that are executable to cause the computer system to perform a method comprising:
receiving a response from the remote server system in response to transmitting the sales information, the response including an offer for the potential customer to purchase one or more additional product or service.
20 . The computer-readable media of claim 17 , wherein the computer-executable instructions include instructions that are executable to configure the computer system to:
in response to a sale not being made for the product or service with the potential customer, receiving sales information used to indicate whether the potential customer already owns or uses the product or service; and transmitting the sales information to a remote server system.Join the waitlist — get patent alerts
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