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Sales and marketing support system using a graphical query prospect database

Patent 5966695 Issued on October 12, 1999. Estimated Expiration Date: Icon_subject October 17, 2015. Estimated Expiration Date is calculated based on simple USPTO term provisions. It does not account for terminal disclaimers, term adjustments, failure to pay maintenance fees, or other factors which might affect the term of a patent.

Patent References

System for reducing communications overhead in distributed database transactions by serializing in order related requests into single transmission message and receiving transmission response
Patent #: 5179660
Issued on: 01/12/1993
Inventor: Devany, et al.

System for interactive graphical construction of a data base query and storing of the query object links as an object Patent #: 5421008
Issued on: 05/30/1995
Inventor: Banning, et al.

Inventors

Application

No. 544102 filed on 10/17/1995

US Classes:

705/10, Market analysis, demand forecasting or surveying705/35Finance (e.g., banking, investment or credit)

Examiners

Primary: Voeltz, Emanuel T.
Assistant: Hughet, William N.

Attorney, Agent or Firm

International Class

G06F 017/60

Abstract

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.

Other References

  • Raymond L. Rusnak, "Consumer Credit-Scoring: Are There Lessons for Commercial Lenders?", Journal of Commercial Lending, v 76, n 11, pp. 37-42, Jul. 1994
  • Ernest H. Schell, "How to Make Millions with Database Marketing", Datamation, v 38, n 16, pp. 77-79, Aug. 1994
  • Katherine Morrall, "Technology Updates Market Research Methods", Bank Marketing, v 26, n 4, pp. 15-20, Apr. 1994
  • Brian Hellauer, "Banks Take Aim at Target Marketing", Bank Management, v 69, n 2, pp. A26-A31, Feb. 1993
  • Jon Berry, "The Rich and the Worthy: America's Banks are Taking Direct Marketing One Step Further", Adweek's Marketing Week, v 33, n 19, pp. 14-17, May 11, 1992
  • Robert B. Slater, "Marketing Magicians Turn Information into Profit", Bankers Monthly, v 108, n 7, pp. 5A-7A, Jul. 1991
  • L.L. Pershing, "Package Fine Tunes Marketing Programs", Computers in Banking, v 6, n 9, pp. 21-23, Sep. 1989
  • Alan Cane, "Countdown to User-Friendly Banking", Financial Times, pp. 30+, Nov. 1988
  • James A. Craig, "A Network Architecture for Retail Bank Networks", Data Communication, v 17, n 11, p. 173, Oct. 1988
  • Morrall, K.; Database Marketing Leaves Marketing to the Branches; Bank Marketing; Nov. 1994; pp. 22-30
  • Rusnak, R; Consumer Credit Scoring; Journal of Commercial Lending; V76N11; pp. 37-42; Jul. 199
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