公开(公告)号：US08868448B2

公开(公告)日：2014-10-21

申请号：US09922753

申请日：2001-08-06

申请人： Gregg Freishtat ,  Steve Hufford ,  Dodge McFall ,  Jackson Wilson ,  Tanya Hyman ,  Vikas Rijsinghani ,  Paul Kaib

发明人： Gregg Freishtat ,  Steve Hufford ,  Dodge McFall ,  Jackson Wilson ,  Tanya Hyman ,  Vikas Rijsinghani ,  Paul Kaib

IPC分类号： G06Q30/00 ,  G06F15/16

CPC分类号： G06Q30/01 ,  G06Q30/06 ,  G06Q30/0601 ,  G06Q30/0613 ,  G06Q30/0617 ,  G06Q30/0623 ,  G06Q30/0641

摘要： The present invention provides systems and methods for selling goods and services on in conjunction with the Internet. The system receives session information on a customer's website session from the enterprise's website and may also receive customer information on the customer from the enterprise's system. The system determines from the received information, based on the interaction between matching rules created using the system by the enterprise and the system's matching engine, whether the customer is a candidate for assistance from a sales associate. The system creates and indexes information on available sales associates and their performance, selling capabilities and product expertise. The system further matches the customer with at least one sales associate, ideally the most appropriate sales associate, based on the customer, session, and sales profile associate information, and facilitates communication between the sales associate and the customer.

摘要翻译： 本发明提供了与互联网一起出售商品和服务的系统和方法。 系统从企业网站接收客户网站会话的会话信息，还可以从企业系统接收客户的客户信息。 该系统根据所接收的信息，基于企业使用系统创建的匹配规则与系统的匹配引擎之间的相互作用来确定客户是否是销售员的帮助候选人。 系统创建和索引有关可用销售人员及其绩效，销售能力和产品专长的信息。 该系统进一步将客户与至少一名销售员联系起来，理想地是最合适的销售员，基于客户，会话和销售简档关联信息，并促进销售员与客户之间的沟通。

公开(公告)号：US20050091123A1

公开(公告)日：2005-04-28

申请号：US10945073

申请日：2004-09-20

申请人： Gregg Freishtat ,  Steve Hufford ,  Dodge McFall ,  Jackson Wilson ,  Tanya Hyman ,  Vikas Rijsinghani ,  Paul Kaib

发明人： Gregg Freishtat ,  Steve Hufford ,  Dodge McFall ,  Jackson Wilson ,  Tanya Hyman ,  Vikas Rijsinghani ,  Paul Kaib

IPC分类号： G06F20060101 ,  G06Q30/06 ,  G06F17/60

CPC分类号： G06Q30/01 ,  G06Q30/06 ,  G06Q30/0601 ,  G06Q30/0613 ,  G06Q30/0617 ,  G06Q30/0623 ,  G06Q30/0641

摘要： The system of the present invention provides systems and methods for selling goods and services on, over, through, and in conjunction with the Internet. The system receives session (clickstream) information on a customer's website session from the enterprise's website and may also receive customer information on the customer from the enterprise's CRM or eCRM system. The session information referred to comprises the goods or services the customer is searching and metadata about such search and the relevant products, such as the surfing pattern itself. The system determines from the received information, based on the interaction between matching rules created using the system by the enterprise and the system's matching engine, whether the customer is a candidate for assistance from a sales associate. The system creates and indexes information on available sales associates and their performance, selling capabilities and product expertise. The system further matches the customer with at least one sales associate, ideally the most appropriate sales associate, based on the customer, session, and sales profile associate information, and facilitates communication between the sales associate and the customer. Additionally, the system provides information on the customer, products or services the customer is interested in, and the collateral sales materials (both internal and external to the enterprise) and selling techniques to the sales associate based on the particular sales opportunity. The system facilitates communication between the sales associate and the customer on the basis of chat, voice over IP, email and the public switched telephone network, including the concept of bridging a chat session into a PSTN conference call during which call the sales associate and customer maintain a co-browsing session with regard to the opportunity over the Internet.

公开(公告)号：US07739149B2

公开(公告)日：2010-06-15

申请号：US10945145

申请日：2004-09-20

申请人： Gregg Freishtat ,  Steve Hufford ,  Dodge McFall ,  Jackson Wilson ,  Tanya Hyman ,  Vikas Rijsinghani ,  Paul Kaib

发明人： Gregg Freishtat ,  Steve Hufford ,  Dodge McFall ,  Jackson Wilson ,  Tanya Hyman ,  Vikas Rijsinghani ,  Paul Kaib

IPC分类号： G06Q30/00 ,  G06F17/00

CPC分类号： G06Q30/01 ,  G06Q30/06 ,  G06Q30/0601 ,  G06Q30/0613 ,  G06Q30/0617 ,  G06Q30/0623 ,  G06Q30/0641

摘要： A method of gathering sales information is provided. The method may involve linking, based on a matching score, a sales associate to a customer for assisting in an online sales transaction, and providing the sales associate with best practices information to use during the transaction. The best practices information may have been gathered by monitoring online sales transactions between sales associates and customers, indexing information and sales techniques used by the sales associates during the online sales transactions, and ranking and dynamically re-ranking the information and sales techniques based at least in part on the outcome of the corresponding online sales transaction.

摘要翻译： 提供了收集销售信息的方法。 该方法可以涉及基于匹配得分将销售员与顾客联系起来以协助在线销售交易，以及向销售员提供在交易期间使用的最佳做法信息。 通过监控销售人员和客户之间的在线销售交易来收集最佳做法信息，索引销售人员在线销售交易中使用的信息和销售技术，并至少至少排列和动态地重新排列信息和销售技术 部分归结于相应的在线销售交易。

公开(公告)号：US07657465B2

公开(公告)日：2010-02-02

申请号：US10945303

申请日：2004-09-20

申请人： Gregg Freishtat ,  Steve Hufford ,  Dodge McFall ,  Jackson Wilson ,  Tanya Hyman ,  Vikas Rijsinghani ,  Paul Kaib

发明人： Gregg Freishtat ,  Steve Hufford ,  Dodge McFall ,  Jackson Wilson ,  Tanya Hyman ,  Vikas Rijsinghani ,  Paul Kaib

IPC分类号： G06F17/30

CPC分类号： G06Q30/01 ,  G06Q30/06 ,  G06Q30/0601 ,  G06Q30/0613 ,  G06Q30/0617 ,  G06Q30/0623 ,  G06Q30/0641

摘要： Systems and methods are provided for selling goods and services in conjunction with the Internet. The system can receive session information on a customer's website session (e.g., goods and services the customer is searching and metadata about such search and the relevant products) and customer information on the customer. The system can determine from the received information whether the customer is a candidate for sales assistance from a sales associate. The system can create and index information on available sales associates, match the customer with at least one sales associate based on the customer, session, and sales profile associate information, and facilitate communication between the sales associate and the customer (e.g., via chat, VoIP, email, PSTN, etc.). Additionally, the system can provide information on the customer, products or services in which he/she is interested, and collateral sales materials and selling techniques to the sales associate based on the sales opportunity.

摘要翻译： 提供与互联网一起出售商品和服务的系统和方法。 该系统可以接收客户网站会话上的会话信息（例如，客户正在搜索的商品和服务以及有关此类搜索的元数据以及相关产品）以及客户的客户信息。 系统可以根据收到的信息确定客户是否是销售员的销售协助候选人。 该系统可以创建和索引可用的销售伙伴的信息，并根据客户，会话和销售简档关联信息与客户与至少一个销售员相匹配，并促进销售员与客户之间的沟通（例如，通过聊天， VoIP，电子邮件，PSTN等）。 此外，该系统可以根据销售机会向销售员提供有关他/她感兴趣的客户，产品或服务的信息，以及抵销销售材料和销售技巧。

公开(公告)号：US20050097000A1

公开(公告)日：2005-05-05

申请号：US10945145

申请日：2004-09-20

申请人： Gregg Freishtat ,  Steve Hufford ,  Dodge McFall ,  Jackson Wilson ,  Tanya Hyman ,  Vikas Rijsinghani ,  Paul Kaib

发明人： Gregg Freishtat ,  Steve Hufford ,  Dodge McFall ,  Jackson Wilson ,  Tanya Hyman ,  Vikas Rijsinghani ,  Paul Kaib

IPC分类号： G06F20060101 ,  G06Q30/06 ,  G06F17/60

CPC分类号： G06Q30/01 ,  G06Q30/06 ,  G06Q30/0601 ,  G06Q30/0613 ,  G06Q30/0617 ,  G06Q30/0623 ,  G06Q30/0641

摘要： The system of the present invention provides systems and methods for selling goods and services on, over, through, and in conjunction with the Internet. The system receives session (clickstream) information on a customer's website session from the enterprise's website and may also receive customer information on the customer from the enterprise's CRM or eCRM system. The session information referred to comprises the goods or services the customer is searching and metadata about such search and the relevant products, such as the surfing pattern itself. The system determines from the received information, based on the interaction between matching rules created using the system by the enterprise and the system's matching engine, whether the customer is a candidate for assistance from a sales associate. The system creates and indexes information on available sales associates and their performance, selling capabilities and product expertise. The system further matches the customer with at least one sales associate, ideally the most appropriate sales associate, based on the customer, session, and sales profile associate information, and facilitates communication between the sales associate and the customer. Additionally, the system provides information on the customer, products or services the customer is interested in, and the collateral sales materials (both internal and external to the enterprise) and selling techniques to the sales associate based on the particular sales opportunity. The system facilitates communication between the sales associate and the customer on the basis of chat, voice over IP, email and the public switched telephone network, including the concept of bridging a chat session into a PSTN conference call during which call the sales associate and customer maintain a co-browsing session with regard to the opportunity over the Internet.

摘要翻译： 本发明的系统提供了在互联网上，通过和连同互联网销售商品和服务的系统和方法。 系统从企业网站接收客户网站会话上的会话（点击流）信息，还可以从企业的CRM或eCRM系统接收客户的客户信息。 参考的会话信息包括客户正在搜索的商品或服务以及关于这种搜索的元数据以及相关产品，例如冲浪模式本身。 该系统根据所接收的信息，基于企业使用系统创建的匹配规则与系统的匹配引擎之间的相互作用来确定客户是否是销售员的帮助候选人。 系统创建和索引有关可用销售人员及其绩效，销售能力和产品专长的信息。 该系统进一步将客户与至少一名销售员联系起来，理想地是最合适的销售员，基于客户，会话和销售简档关联信息，并促进销售员与客户之间的沟通。 此外，该系统根据特定的销售机会提供有关客户，客户感兴趣的客户，产品或服务的信息，以及抵销销售材料（企业内部和外部）以及销售技巧。 该系统基于聊天，IP语音，电子邮件和公共交换电话网络，促进销售员和客户之间的通信，包括将聊天会话桥接到PSTN电话会议的概念，在此期间呼叫销售员和客户 保持互联网上的机会共同浏览会议。

公开(公告)号：US20050044008A1

公开(公告)日：2005-02-24

申请号：US10945303

申请日：2004-09-20

申请人： Gregg Freishtat ,  Steve Hufford ,  Dodge McFall ,  Jackson Wilson ,  Tanya Hyman ,  Vikas Rijsinghani ,  Paul Kaib

发明人： Gregg Freishtat ,  Steve Hufford ,  Dodge McFall ,  Jackson Wilson ,  Tanya Hyman ,  Vikas Rijsinghani ,  Paul Kaib

IPC分类号： G06F20060101 ,  G06Q30/06 ,  G06F17/60

CPC分类号： G06Q30/01 ,  G06Q30/06 ,  G06Q30/0601 ,  G06Q30/0613 ,  G06Q30/0617 ,  G06Q30/0623 ,  G06Q30/0641

摘要： The system of the present invention provides systems and methods for selling goods and services on, over, through, and in conjunction with the Internet. The system receives session (clickstream) information on a customer's website session from the enterprise's website and may also receive customer information on the customer from the enterprise's CRM or eCRM system. The session information referred to comprises the goods or services the customer is searching and metadata about such search and the relevant products, such as the surfing pattern itself. The system determines from the received information, based on the interaction between matching rules created using the system by the enterprise and the system's matching engine, whether the customer is a candidate for assistance from a sales associate. The system creates and indexes information on available sales associates and their performance, selling capabilities and product expertise. The system further matches the customer with at least one sales associate, ideally the most appropriate sales associate, based on the customer, session, and sales profile associate information, and facilitates communication between the sales associate and the customer. Additionally, the system provides information on the customer, products or services the customer is interested in, and the collateral sales materials (both internal and external to the enterprise) and selling techniques to the sales associate based on the particular sales opportunity. The system facilitates communication between the sales associate and the customer on the basis of chat, voice over IP, email and the public switched telephone network, including the concept of bridging a chat session into a PSTN conference call during which call the sales associate and customer maintain a co-browsing session with regard to the opportunity over the Internet.