System and process for enrollment and sales

System and process for enrollment and sales

An automated process for providing sales services includes establishing communications between a customer and a first representative, alerting the first representative to a product for which the customer is eligible, transmitting a lead record for the customer to a second representative upon determi...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: DRABEK TIMOTHY A, FRIZZELL JAMES R, PEREZ JOE A, COLEY JON C
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:An automated process for providing sales services includes establishing communications between a customer and a first representative, alerting the first representative to a product for which the customer is eligible, transmitting a lead record for the customer to a second representative upon determining that the customer is interested in a product, establishing communications between the customer and the second representative, completing a sales record for the customer, generating a menu of products from which the customer may select, selecting a product from the menu of products, and completing a sale of the selected product. Typically, products to be offered will be identified, and a customer database will be segmented to match the offered products with eligible customers. The sale of the selected product will typically be completed by establishing communications between the customer and a representative authorized to sell the selected product to the customer.