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1.发明授权
公开(公告)号：US5930764A
公开(公告)日：1999-07-27
申请号：US702039
申请日：1996-08-23
CPC分类号： G06Q30/02 , G06Q30/0201 , G06Q30/0204 , G06Q40/00
摘要： 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 households the information in a 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.
摘要翻译： 销售流程支持系统和方法，用于使用集中式数据库识别销售目标，以提高营销成功率。 该系统包括一个中央数据库，从各种内部和外部供应信息中获取综合信息，并对三级层级（家庭，客户和帐户）中的信息进行标准化和家庭供金融机构使用。 通过微型营销工作站访问中央数据库中存储的综合信息，以生成营销活动销售线索列表。 提供数据库引擎用于生成用于访问中央数据库上的数据的逻辑访问路径，以提高中央数据库的速度和效率。 该系统将销售线索电子分配到分支网络，其中销售线索用于针对客户进行营销活动。 中央数据库由中央客户信息系统的工作站访问，用于分析客户，增强与金融机构的客户关系，以及在营销活动期间电子跟踪销售和服务绩效。 该系统还可以包括用于在与本中心数据库，微型营销中心，中央客户信息系统和分支系统通信的单个会话中打开帐户的系统，使得数据可以在合法和适当的这些系统之间通过 。
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2.发明授权Sales and marketing support system using a graphical query prospect database 失效销售和营销支持系统使用图形查询前景数据库
公开(公告)号：US5966695A
公开(公告)日：1999-10-12
申请号：US544102
申请日：1995-10-17
CPC分类号： G06Q30/02 , G06Q30/0201 , G06Q30/0204 , G06Q40/00
摘要： An electronic sales and service 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 households the information in a 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 performance during marketing campaigns.
摘要翻译： 电子销售和服务支持系统和方法，用于使用集中式数据库来确定销售目标，以提高营销成功率。 该系统包括一个中央数据库，从各种内部和外部供应信息中获取综合信息，并对三级层级（家庭，客户和帐户）中的信息进行标准化和家庭供金融机构使用。 通过微型营销工作站访问中央数据库中存储的综合信息，以生成营销活动销售线索列表。 提供数据库引擎用于生成用于访问中央数据库上的数据的逻辑访问路径，以提高中央数据库的速度和效率。 该系统将销售线索电子分配到分支网络，其中销售线索用于针对客户进行营销活动。 中央数据库由用于分析客户的中央客户信息系统的工作站访问，增强与金融机构的客户关系，以及在营销活动期间电子跟踪销售业绩。
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