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- Nachgewiesen in: USPTO Patent Applications
- Sprachen: English
- Document Number: 20150262098
- Publication Date: September 17, 2015
- Appl. No: 14/444522
- Application Filed: July 28, 2014
- Claim: 1. A unified digitization of company essentials with remote accessibility system (10), comprising: a module (60); said module (60) operable with a database (20) having customer information (430) and store information (440).
- Claim: 2. The system (10) of claim 1, wherein said module (60) is customizable.
- Claim: 3. The system (10) of claim 1, wherein said module (60) is operable with said database (20) by a set of parameters (50) that are defined from within an administrator control panel (40) of the system (10); said parameters (50) allow the system (10) to read from and write to said database (20).
- Claim: 4. The system (10) of claim 1, whereby there are a plurality of said modules (60), and said modules (60) can be selected to launch a certain portal (140) including at least one of the following; an admin control panel (40), user control panel (310), reports and trends window (450), customer capture window (180), and a customer interaction window (240).
- Claim: 5. The system (10) of claim 1, wherein the system (10) is a website.
- Claim: 6. The system (10) of claim 1, wherein the system (10) is a computer program.
- Claim: 7. The system (10) of claim 1, wherein the system (10) is a web application.
- Claim: 8. The system (10) of claim 1, wherein said module (60) prompts a user to ask a customer a series of questions.
- Claim: 9. The system (10) of claim 1, further comprising a module (60) that launches a window (500) that prompts the user to qualify a client or customer information; said window has an icons (250), have different colors as indicators as to whether the user is supposed to offer a specific good or service to the customer.
- Claim: 10. A method of using a unified digitization of company essentials with remote accessibility interface, comprising the steps: logging in (600); and selecting a module (700) that has been operably connected to a database; and displaying information (940) obtained from said database on a window (500).
- Claim: 11. The method of claim 9, wherein said module is at least one or more of either a global module (370), a user and location module (380), a customer module (240); a marketing module (410), a product module (400); or a report module (420).
- Claim: 12. The method of claim 10, wherein the method of selecting a module (700) is preceded by the step of opening a window (960).
- Claim: 13. The method of claim 11, wherein said window is an admin control window (40).
- Claim: 14. The method of claim 9, further comprising the step of alerting a salesperson (950).
- Claim: 15. A unified digitization of company essentials with remote accessibility system (10), comprising: a plurality of modules (60); said module (60) operable with a database (20) having customer information (430); said module (60) is customizable and said module (60) is operable with said database (20) by a set of parameters (50) that are defined from within an administrator control panel (40) of the system (10); said parameters (50) allow the system (10) to read from and write to said database (20); said modules (60) can be selected to launch a certain portal (140) including at least one of the following; and admin control panel (40), user control panel 310, reports and trends window 450, customer capture window (180), and a customer interaction window 240; and at least one of said modules (60) that launches a window that prompts the user to qualify a client or customer information; said window has an icons (250), have different colors as indicators as to whether the user is supposed to offer a specific good or service to the customer.
- Claim: 15. A method of using a unified digitization of company essentials with remote accessibility system (10), comprising the steps of: creating a file (970): creating a module (920); linking said module to a database (910).
- Claim: 16. The method of claim 15, further comprising the steps of: creating a file (970) includes the step of defining parameters (900).
- Claim: 17. The method of claim 15, further comprising the steps of: creating at least one more module (920) that is operably linked with at least one of either the same database or a different database (910).
- Claim: 18. The method of claim 15, whereby said database (910) contains at least one or more of the following, customer information (430), or store information (440).
- Claim: 19. The system (10) of claim 7 further comprising the step of making all changes instantly live (980) because the system (10) being designed and developed using collective web languages.
- Claim: 20. The system (10) of claim 1, comprising the step of programming the system for unlimited capabilities of use (990), which is performed by the step of enabling the addition, modification, and removal of any and all modules molding and fulfilling the desired functions and requirements of any and all companies and fields (1000).
- Claim: 21. The system (10) of claim 8, further comprising an editing feature in said module (60) to edit any module (60) by accessing the module (60) directly or from within the administrator control panel (40) parameters (50) may be written, defined, and set and a then saved to a database (20), structuring and defining said module (60).
- Claim: 22. A method of making a unified digitization of company essentials with remote accessibility (1000), comprising the steps of: making a module (60) that can display customer information (1010); entering metrics (1020), such as customer name, phone number, and email address, or whichever metrics the company deems most relevant to their particular industry; some customer information (430), called “top fields, such as phone number, customer name, and/or email address will auto-populate the entire window and give search options in a secondary drop-down menu available by pressing an icon (250), such as a magnifying glass icon; auto-populating (1030) performed by the system pulling information from existing company databases made possible by the system executing code that searches and retrieves customer information based upon the field typed in, for example, the user or employee types customer phone number, either full or partial, the system does a search for said number and displays immediately the results found thus far, in a manner similar to a Google® search, in a drop down with pertaining information with partial or full results; If a partial or full result is selected from the drop down menu the system then retrieves from the pertinent customer database, displays, and populates all customer information in the program fields 790; this enables easy auto-completion for return customers; obviously, this will not work for completely new customers that have not been to any company locations whatsoever; the data 90 must already exist within one of the company databases; It will exist after submission of the current customer if this is the case; recording (1040) of whether permission has been given to use the telephone as a valid means of contacting the individual customer on the current account; and recording of the address as well as for the tracking of most popular areas, and for the mailing of packages, mailers; another icon, may allow for integration with any map engine to show the exact street location of the customer's residence or place of business; integrating the map ((1050) by defining parameters (900) within the administrator control panel (40); this is done by providing a pre-defined link (820) such as a link to Google Maps®, or similarly predefined link (820) that is ready for the insertion of an address, such as a customer (300) address; the system executes code upon retrieving customer address that converts an icon 250, such as the globe icon, into this predefined digital map link, containing the customer address. When this predefined map link (820) with customers address is selected, a digital map will appear, pinpointing the customers address; this is all performed and executed via written code; creating custom fields (1060) through the admin control panel (40); said admin control panel (40) may allow the user to add or remove custom fields by clicking or activating the add (+) and remove (−) buttons located next to the custom fields; selecting a visit summary field (1070), which will, once selected, expand to a larger text field allowing for the custom entry of a summary of the visit including whatever has been deemed essential by the company. Upon submission of the current customer interaction, the visit summary along with all other fields 790 and information will be compiled and available for distribution within the company; expanding the visit summary (1080) by an allowance in the code for the text box to auto-expand or auto-resize when the text entered exceeds the current view; for example, one line becomes two, two becomes three, three becomes four, etc. . . . and this can occur up to a predefined amount and size defined within the admin control panel 940); compiling (1090) is performed by, the system (10) writing all collected data (90) to all pertinent databases (20) of the company, which makes this data (90) and all changes reflect immediately company-wide; all database parameters (50), such as location of, are defined in the admin control panel (40); for example, upon submission of the current customer, all customer data (90) will submit and save-to the existing company “customer information” database, which is selected within admin control pane (40) prior to the present invention (10) running in a company; populating by the system (1100), pulling information from existing company database(s), this is made possible by the system executing code that searches and retrieves customer information based upon the field (790) typed in; for example, the user or employee types customer phone number, either full or partial, the system does a search for said number and displays immediately the results found thus far, in a manner similar to a Google® search, in a drop down with pertaining information with partial or full results; If a partial or full result is selected from the drop (880) menu, the system then retrieves from the pertinent customer database (20), displays, and populates all customer information in the program fields (790); this enables easy auto-completion for return customers; obviously, this will not work for completely new customers that have not been to any company locations whatsoever; the data 20 must already exist within one of the company databases (90); It will exist after submission of the current customer if this is the case; integrating the present invention to the company database (1110) with full auto-completion of all information; the customer capture window (180) may always be open and running and is fully configurable through the admin control panel (40); full import and export capability for reports, database compiling 850 and history viewing; automation of said tasks is also available and can be performed on an interval schedule; the present invention is available cross-platform due to its secure web-based nature, and is always accessible via anything that is capable of running a web-browser; all actions and abilities of the present invention are permission based as set by the admin control panel (40); in the top right corner of the one of the windows or interface (500) may be information on the current user; the user may have an avatar or picture or icon (250) appear as well as the name of the user, their employee id, store location, or other pertinent information; all of which is dynamically imported from the admin and user control panels (310); and activating at least one of either a button or icon to open up the full point of sale module (1120) also referred to as a point of sale window (810) with all the advanced options, will fill the window and anything relevant to point of sale will be shown here; said point of sale module (810) It can replaces the previously used condensed version of point of sale module (810), and any already entered information will be carried over to the new point of sale module (810) interaction display, this is done seamlessly, non-intrusively, and fluidly; this is performed by the system reading from all existing fields and utilizing this information within and throughout the point of sale module; additionally, this information may be retrieved from existing database(s) in real-time and to ensure accuracy.
- Current International Class: 06
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