Patents Assigned to SALEZTRACK LLC
  • Publication number: 20090248492
    Abstract: A method of customer sales management over a computer network includes receiving customer sales management cadence data and communication tool data. The method includes receiving a sales lead identifier based on one or more tracked activities occurring over a computer network which identifies a priority associated with a sales lead. The sales lead identifier is associated with customer sales management cadence data for generating a schedule. A number of communication tools are generated for managing the sales lead through one or more communication channels. A series of communications are automatically outputted according to the schedule for facilitating customer generation and retention. The method is operated over a computer implemented system for customer sales management having at least one server communicating with at least one client terminal over a computer network.
    Type: Application
    Filed: November 7, 2008
    Publication date: October 1, 2009
    Applicant: SALEZTRACK LLC
    Inventor: William M. Lloyd
  • Publication number: 20090248472
    Abstract: A computer implemented method for monitoring a sales life cycle of a customer includes capturing primary customer information from a customer identification source (CIS), inputting secondary customer information, storing the information to generate a customer profile and automatically printing the customer profile. The method may also include communicating a message to the customer at a predetermined time before a scheduled follow-up appointment as a reminder about the scheduled appointment and displaying the customer's name on an electronic appointment board indicating the arrival status of the customer. A system implemented on a computer network is also presented which includes a first, second, and third device, a scanner, a printer, and an electronic appointment board. Also presented is a program with computer executable instructions embodied in a computer readable medium including instructions for performing the method.
    Type: Application
    Filed: March 29, 2008
    Publication date: October 1, 2009
    Applicant: SALEZTRACK LLC
    Inventor: William M. Lloyd