Gathering and display of sales data for an identified residence via a graphical user interface (GUI) of a mobile software application executing on a wireless mobile computer device
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| Title: | Gathering and display of sales data for an identified residence via a graphical user interface (GUI) of a mobile software application executing on a wireless mobile computer device |
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| Patent Number: | 11537,993 |
| Publication Date: | December 27, 2022 |
| Appl. No: | 17/653863 |
| Application Filed: | March 07, 2022 |
| Abstract: | A computer-implemented method for facilitating the identification of sales targets. The method may include displaying in a graphical user interface (“GUI”) an image of a map of a sales region on an electronic display of a mobile device. In some embodiments, the sales region image map is based on a geographic location of the mobile device. The method may also include displaying in the GUI a plurality of selectable icons that are depicted on the map, where each icon corresponds to a geographic location of a potential sales target within the sales region. The method may further include, in response to a selection of a particular one of the plurality of selectable icons, displaying in a location of the screen a first GUI window that includes sales information associated with the potential sales target associated with the selected icon. |
| Inventors: | Vivint, Inc. (Provo, UT, US) |
| Assignees: | Vivint, Inc. (Provo, UT, US) |
| Claim: | 1. A computer-implemented method for facilitating the identification of sales targets, the computer-implemented method comprising: displaying in a graphical user interface (“GUI”) an image of a map of a sales region on an electronic display of a mobile device, the sales region image map based on a geographic location of the mobile device; displaying in the GUI a plurality of selectable icons depicted on the map and each corresponding to a geographic location of a potential sales target within the sales region; in response to a selection of a particular one of the plurality of selectable icons, displaying in a location of the screen a first GUI window, the first GUI window including sales information associated with the potential sales target associated with the selected icon; and wherein at least one of the plurality of selectable icons is associated with a visually distinct characteristic, distinguishing it from at least one other of the plurality of selectable icons based on a predicted higher potential success rate for a sale. |
| Claim: | 2. The method of claim 1 , wherein the sales information comprises a name of an occupant of a dwelling associated with the potential sales target associated with the selected icon. |
| Claim: | 3. The method of claim 1 , wherein the sales information comprises existing account information associated with the potential sales target associated with the selected icon. |
| Claim: | 4. The method of claim 1 , wherein the sales information comprises a credit score associated with an occupant of a dwelling associated with the potential sales target associated with the selected icon. |
| Claim: | 5. The method of claim 1 , wherein the sales information comprises demographic information associated with an occupant of a dwelling associated with the potential sales target associated with the selected icon. |
| Claim: | 6. The method of claim 1 , wherein the sales information comprises information about a current account located within the sales region and different from the potential sales target associated with the selected icon. |
| Claim: | 7. The method of claim 1 , wherein the sales information comprises record inspection data relevant to ancillary products or services associated with the potential sales target associated with the selected icon. |
| Claim: | 8. The method of claim 1 , wherein the sales information comprises previous sales call information obtained in connection with the potential sales target associated with the selected icon. |
| Claim: | 9. The method of claim 8 , wherein the previous sales call information comprises profitability information associated with a previous sale. |
| Claim: | 10. The method of claim 8 , wherein the previous sales call information comprises historical difficulty information associated with a previous sale. |
| Claim: | 11. The method of claim 8 , wherein the previous sales call information comprises safety information associated with a previous sale. |
| Claim: | 12. The method of claim 1 , wherein the sales information comprises an error message displayed in a second GUI window, the error message associated with the potential sales target associated with the selected icon. |
| Claim: | 13. The method of claim 12 , wherein the error message comprises information that prevents a visit to the sales target associated with the selected icon. |
| Claim: | 14. The method of claim 13 , wherein the error message comprises policy compliance information that prevents a visit to the sales target associated with the selected icon by a user of the mobile device. |
| Claim: | 15. The method of claim 1 , further comprising providing a database, residing on a server and connected to the mobile device over a network, the database comprising sales information for at least some of the potential sales targets within the sales region and wherein upon selection of a particular one of the plurality of selectable icons, the database is queried over the network and the sales information is forwarded to the mobile device via the network. |
| Claim: | 16. The method of claim 1 , wherein the visually distinct characteristic is selected to convey sales information associated with the corresponding potential sales target. |
| Claim: | 17. The method of claim 1 , wherein the visually distinct characteristic is a visually distinct color. |
| Claim: | 18. The method of claim 1 , wherein the visually distinct characteristic is a visually distinct shape. |
| Claim: | 19. A system for facilitating sales, the system comprising: a database, residing on a server, comprising sales information for a plurality of potential sales targets, where each of the plurality of sales targets is associated with a geographic sales region; a plurality of mobile devices, each associated with a sales associate and comprising: an electronic display; and a geolocation device configured to determine a geographic location of the respective mobile device; one or more electronic storage devices comprising software instructions which, when executed by one or more processors, configure the one or more processors to: receive over a network by the server, a geographic location of a respective one of the plurality of mobile devices from the geolocation device of the respective mobile device; query the database by the one or more processors to identify each of the plurality of potential sales targets associated with the geographic sales region within a predetermined distance from the determined geographic location of the respective mobile device; generate a first graphical user interface (“GUI”) at the electronic display of the respective mobile device comprising a map and selectable icons depicted on the map at positions corresponding with the geographic location of the identified potential sales targets; upon selection of one of the selectable icons, query the database to retrieve the sales information associated with the potential sales target associated with the selected one of the selectable icons; display in a second GUI, a visualization of the retrieved sales information associated with the potential sales target associated with the selected one of the selectable icons; receive data from the respective mobile device indicating a visit to the potential sales target associated with the selected one of the selectable icons; receive inspection data entered by the sales associate associated with the respective mobile device, the inspection data associated with the potential sales target visited by the sales associate; and update the database to indicate the visit to the potential sales target by the sales associate and with the inspection data. |
| Claim: | 20. The system of claim 19 , wherein: the one or more electronic storage devices and the one or more processors are provided at each of the plurality of mobile devices. |
| Claim: | 21. The system of claim 19 , further comprising: a remote server, wherein the one or more electronic storage devices and the one or more processors are located at the remote server. |
| Claim: | 22. The system of claim 19 further comprising: additional software instructions stored at the one or more electronic storage devices, which when executed by the one or more processors, configures the one or more processors to: receive data from the respective mobile device indicating a visit to the potential sales target associated with the selected one of the selectable icons; and update the database to indicate the visit to the potential sales target by a sales associate associated with the respective mobile device. |
| Claim: | 23. The system of claim 19 , further comprising: additional software instructions stored at the one or more electronic storage devices, which when executed by the one or more processors, configures the one or more processors to generate a visualization at a third GUI for the respective mobile device, where the visualization comprises summary information, the summary information comprising a summary of sales information for the geographic sales region. |
| Claim: | 24. The system of claim 23 , wherein the visualization comprises one or more visual graphs. |
| Claim: | 25. The system of claim 23 , wherein the summary information is selectable, wherein upon selection of the summary information causes a display in a fourth GUI, a visualization displaying the information associated with the selected summary information. |
| Claim: | 26. A method for facilitating effective sales, the method comprising the steps of: providing a database, residing on a server, comprising sales potential data for a plurality of sales targets, where each of the plurality of sales targets is associated with a geographic location, potential revenue information, and sales representative information including information relating to sales representative visits to at least some of the plurality of sales targets; receiving, over a network by the server, a geographic location from a mobile device having a geolocation location device; querying the database, by one or more processors, to identify each of the plurality of sales targets associated with a geographic location within a distance from the received geographic location of the mobile device; generating a graphical user interface (“GUI”) at an electronic display for the mobile device, the GUI comprising a map and one or more selectable icons depicted on the map at positions corresponding with the geographic locations of each of the identified sales targets wherein at least one of the selectable icons is associated with a visually distinct characteristic, distinguishing it from at least one other selectable icons based on a predicted higher potential success rate for a sale; upon selection of one of the selectable icons on the GUI: querying the database, by the one or more processors, to retrieve the sales potential data associated with the sales target associated with the selected one of the selectable icons; and generating, in a second GUI, a visualization of the retrieved sales potential data information associated with the sales target associated with the selected one of the selectable icons. |
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| Primary Examiner: | Nguyen, Nga X |
| Attorney, Agent or Firm: | Maschoff Brennan |
| Accession Number: | edspgr.11537993 |
| Database: | USPTO Patent Grants |
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