Patent ID: 7266508
Filing Date: 2007-09-04
Classification: G06Q

Abstract:
1. A method for retaining and using contact information, comprising: receiving a first item of contact information regarding a contact from one of a plurality of sales representatives via a graphical user interface (“GUI”) displayed on a computer executing a software application; storing the first item of contact information in at least one searchable database in communication with the computer and associating the first item of contact information with a particular entity; classifying the contact by a quality classification the quality classification being indicated by one of a set of specific guidelines required by the software application indicating the value of the contact to the sales representatives, the set of guidelines including at least one of the following classifications: receiving and storing information in the at least one searchable database, via the GUI, regarding the type of initial contact, wherein information regarding quality was also received about the particular entity; classifying the contact by an initial customer classification, the initial customer classification being indicated from a set of specific customer classes required by the software application including at least one of: receiving proactive contact information, via the GUI, in a plurality of data fields in the at least one searchable database, the proactive contact information comprising customer account information, customer identification information, and quality contact type information, the quality contact type information comprising at least one of customer visit information and customer telephone call information; tracking edits to the proactive contact information in at least one of the plurality of data fields including indicating when a last edit to the proactive contact information was made; generating at least one report associated with the proactive contact which is utilized to track sales activities, compare the performance of the one of the plurality of sales representatives with at least one established performance metric, and determine which of a plurality of entities should be contacted and in what order; classifying the one or more customers as a do not call customer, and if so, preventing the one or more customers on the do not call list from receiving solicitations from the one of a plurality of sales representatives; importing, electronically from a billing system, billing information associated with the particular entity in the at least one searchable database for review by the one of the plurality of sales representatives, wherein the billing information is associated with previously collected historical information associated with the one or more contacts and the one of the plurality of sales representatives; and providing the report based on the associated quality, classification and billing information in the at least one searchable database via a printout in a format indicating which particular entities should be contacted and in what order.