Abstract: Systems and methods are provided for helping businesses provide a measure of supervision over the activities of their representatives without requiring a significant amount of manual data sorting and/or cross-correlation. This is accomplished by providing a database in which each representative records his/her activities. Predefined reports are then run against the database, preferably at preset intervals, which identify potentially unacceptable activity. The reports generate one or more alerts that flag the unacceptable activity, and each alert is reviewed and/or investigated as desired. The systems and methods preferably are arranged to be consistent with industry hierarchies, allowing each supervisor in the hierarchy to maintain unique report parameters.

Abstract: Methods and systems for monitoring the efficacy of a marketing campaign or project. In one embodiment, a customer database stores information about each customer of a firm or business. A number of marketing project parameters are then defined, and run against the information in the customer database to identify those customers that are likely to be interested in a marketed product. The identified customers are notified about the marketed product, preferably through a representative of the firm or business. Then, each sale of the marketed product to the identified customers is recorded. A marketing project efficacy indicator can then be determined by, for example, comparing the number of customers that were notified about the product with the number of customers that actually purchased or did not purchase the product, preferably within a given time period. Preferably, marketing efforts can then be refined based on a timely analysis of the marketing project efficacy.

Abstract: Methods and systems are provided for assisting organizations in complying with Do-Not-Call laws. The system gains access to one or more Do-Not-Call (DNC) listings, and notifies a telemarketer or other sales person when a prospective client should not be called. Various methods are also disclosed for determining when a prospective client can be contacted despite being listed on a DNC list.

Abstract: Methods and systems for monitoring the efficacy of a marketing campaign or project. In one embodiment, a customer database stores information about each customer of a firm or business. A number of marketing project parameters are then defined, and run against the information in the customer database to identify those customers that are likely to be interested in a marketed product. The identified customers are notified about the marketed product, preferably through a representative of the firm or business. Then, each sale of the marketed product to the identified customers is recorded. A marketing project efficacy indicator can then be determined by, for example, comparing the number of customers that were notified about the product with the number of customers that actually purchased or did not purchase the product, preferably within a given time period. Preferably, marketing efforts can then be refined based on a timely analysis of the marketing project efficacy.

Abstract: Systems and methods are provided for helping businesses provide a measure of supervision over the activities of their representatives without requiring a significant amount of manual data sorting and/or cross-correlation. This is accomplished by providing a database in which each representative records his/her activities. Predefined reports are then run against the database, preferably at preset intervals, which identify potentially unacceptable activity. The reports generate one or more alerts that flag the unacceptable activity, and each alert is reviewed and/or investigated as desired. The systems and methods preferably are arranged to be consistent with industry hierarchies, allowing each supervisor in the hierarchy to maintain unique report parameters.