WO1997015023A3 - Sales process support system and method - Google Patents

Sales process support system and method Download PDF

Info

Publication number
WO1997015023A3
WO1997015023A3 PCT/US1996/016306 US9616306W WO9715023A3 WO 1997015023 A3 WO1997015023 A3 WO 1997015023A3 US 9616306 W US9616306 W US 9616306W WO 9715023 A3 WO9715023 A3 WO 9715023A3
Authority
WO
WIPO (PCT)
Prior art keywords
central database
sales
central
database
systems
Prior art date
Application number
PCT/US1996/016306
Other languages
French (fr)
Other versions
WO1997015023A2 (en
Inventor
Anthony R Melchione
Rafael Martinez
Eric Seifert
Martin Hirsch
Original Assignee
Citibank Na
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 Citibank Na filed Critical Citibank Na
Priority to KR1019980702814A priority Critical patent/KR19990064318A/en
Priority to JP9515887A priority patent/JPH11513826A/en
Priority to AU75160/96A priority patent/AU7516096A/en
Priority to EP96937677A priority patent/EP0856178A4/en
Publication of WO1997015023A2 publication Critical patent/WO1997015023A2/en
Publication of WO1997015023A3 publication Critical patent/WO1997015023A3/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION 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
    • G06Q30/00—Commerce
    • G06Q30/02—Marketing; Price estimation or determination; Fundraising

Abstract

A sales process support system and method for identifying sales targets using a centralized database to improve marketing success. The system includes a central database that receives comprehensive information from a variety of internal and external feeds, and standardizes and householods the information in the three-level hierarchy (households, customers, and accounts) for use by a financial institution. The comprehensive information stored on the central database is accessed through micromarketing workstations to generate lists of sales leads for marketing campaigns. A database engine is provided for generating logical access paths for accessing data on the central database to increase speed and efficiency of the central database. The system distributes sales leads electronically to branch networks, where the sales leads are used to target customers for marketing campaigns. The central database is accessed by workstations of a central customer information system for profiling customers, enhancing customer relationships with the financial institution, and electronically tracking sales and service performance during marketing campaigns. The system can also include a system for opening an account in a single session that is in communication with the central database, micromarketing centers, central customer information systems and branch systems of the present invention so that data can pass between these systems where legal and appropriate.
PCT/US1996/016306 1995-10-17 1996-10-17 Sales process support system and method WO1997015023A2 (en)

Priority Applications (4)

Application Number Priority Date Filing Date Title
KR1019980702814A KR19990064318A (en) 1995-10-17 1996-10-17 Sales Process Support System and Method
JP9515887A JPH11513826A (en) 1995-10-17 1996-10-17 Sales processing support system and method
AU75160/96A AU7516096A (en) 1995-10-17 1996-10-17 Sales process support system and method
EP96937677A EP0856178A4 (en) 1995-10-17 1996-10-17 Sales process support system and method

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 1996-08-23
US08/702,039 US5930764A (en) 1995-10-17 1996-08-23 Sales and marketing support system using a customer information database

Publications (2)

Publication Number Publication Date
WO1997015023A2 WO1997015023A2 (en) 1997-04-24
WO1997015023A3 true WO1997015023A3 (en) 1997-05-15

Family

ID=27067502

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US1996/016306 WO1997015023A2 (en) 1995-10-17 1996-10-17 Sales process support system and method

Country Status (5)

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

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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
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
AU6977898A (en) * 1997-04-29 1998-11-24 Mci Worldcom, Inc. Strategic marketing system
AU6951498A (en) * 1997-04-29 1998-11-24 Mci Worldcom, Inc. System and method for automated lead generation and client contact management for a sales and marketing platform
EP0998712A4 (en) * 1997-07-16 2005-04-20 Paul Michael O'connor Method and system for compiling demographic data
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 (en) * 1998-02-18 1999-08-27 Hitachi Ltd Marketing system
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
JP2004504646A (en) * 1999-05-12 2004-02-12 イノヴェイティヴ　システムズ，インク． How to create a social network
EP1833012A3 (en) * 1999-07-21 2007-12-19 Richard Libman Communication method and apparatus
EP1236134A4 (en) * 1999-08-20 2003-08-06 Compudigm Int Ltd 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 (en) * 2000-05-26 2001-12-07 Insweb Kk Business analysis system, its method and recording medium
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 (en) * 2001-03-29 2009-12-24 富士通株式会社 Daily delivery order optimization support system, method and program thereof
US7827099B1 (en) 2003-11-25 2010-11-02 Autoalert, Inc. System and method for assessing and managing financial transactions
WO2018075561A1 (en) 2016-10-18 2018-04-26 Autoalert, Llc Visual discovery tool for automotive manufacturers with network encryption, data conditioning, and prediction engine
WO2021222388A1 (en) * 2020-04-28 2021-11-04 Rex Peter L Image recognition applied to property services and repairs
US20210398268A1 (en) * 2020-06-19 2021-12-23 Peter L. Rex Remote visually enabled contracting
EP4168910A1 (en) * 2020-06-19 2023-04-26 Rex, Peter, L. Dynamic trust connection signal
WO2021258072A1 (en) 2020-06-19 2021-12-23 Rex Peter L Service trust chain

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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
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

Family Cites Families (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
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

Patent Citations (2)

* 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
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

Non-Patent Citations (3)

* Cited by examiner, † Cited by third party
Title
MORRALL K.: "Database Marketing leaves marketing to the branches", BANK MARKETING, November 1994 (1994-11-01), pages 23 - 30, XP002212332 *
RUSNAK R.L.: "Consumer Credit-Scoring: are There Lessons for Commercial Lenders?", J OF COMMERCIAL LENDING, vol. 76, July 1994 (1994-07-01), pages 37 - 42, XP002962613 *
See also references of EP0856178A4 *

Also Published As

Publication number Publication date
JPH11513826A (en) 1999-11-24
EP0856178A4 (en) 1999-01-13
EP0856178A2 (en) 1998-08-05
WO1997015023A2 (en) 1997-04-24
MX9802992A (en) 1998-09-30
AU7516096A (en) 1997-05-07
CA2234026A1 (en) 1997-04-24

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