Abstract:
The present invention relates to a customizable computer-enabled system, software for the improvement of contact to sales conversion ratios of leads from incoming contacts in response to public advertisement, and methods of use therefor, and more specifically to a fully integrated customizable platform with an automated lead follow-up module, a module for the customization of lead cards and other service cards, a call broadcast interface, a customized evaluation system associated with the information processed by the other modules, and display dashboards for easy display to an administrator of return on investment data. The invention also relates to using back-end databases to improve the usefulness of lead cards generated by the customizable computer enabled system, the use of scrubbing modules to remove unwanted customer information from a back-end database or lead cards, an improved call broadcasting method, an improved lead card evaluation method, alert mechanisms to prevent stale card generation and management, and improved modules for performing a competitor watch.

Description:
CROSS-REFERENCE TO RELATED APPLICATION 
       [0001]    The present continuation application claims priority from and the benefit of U.S. patent application Ser. No. 13/632,823, filed Oct. 1, 2012, entitled CUSTOMIZABLE COMPUTER-ENABLED SYSTEM FOR IMPROVEMENT OF CONVERSION RATIOS IN CLIENT LEADS, CALL BROADCASTS, AD EFFICIENCY DETERMINATION, AND METHOD OF USE THEREOF, which is a continuation-in-part application that claims priority from and the benefit of U.S. patent application Ser. No. 13/436,305, filed Mar. 30, 2012, entitled CUSTOMIZABLE COMPUTER-ENABLED SYSTEM FOR IMPROVEMENT OF CONVERSION RATIOS IN CLIENT LEADS, CALL BROADCASTS, AD EFFICIENCY DETERMINATION, AND METHOD OF USE THEREOF, both of which applications are hereby incorporated herein fully by reference 
     
    
     FIELD OF THE INVENTION 
       [0002]    The present invention relates to a customizable computer-enabled system and software for the improvement of contact to sales conversion ratios of leads from incoming contacts in response to public advertisement, and more specifically to a fully integrated customizable platform with an automated lead follow-up module, a module for the customization of lead cards and other service cards, a call broadcast interface, a customized evaluation system associated with the other modules, and display dashboards for easy display to an administrator of return on investment data. 
       BACKGROUND 
       [0003]    Modern digital technology allows for the creation of a wide range of new tools, methods and systems built to facilitate the broadcast of commercial advertising and other types of marketing to sell products or services. Over the last decades, the options offered to marketers for reaching potential customers have multiplied tenfold, but the efficiency and ultimately the return on investment of using these options are often difficult to quantify. Advertisers now sprinkle a fixed budget in any one of a large number of marketing tools available, such as for example television ads, press ads, online links, sponsoring of events and athletes, the print of banners on subways, etc. The choice of which venue to use to optimize marketing budgets is critical to the success of any corporation. The terms “ad” and “advertisement,” within this disclosure, can be used interchangeably. 
         [0004]    Marketers prefer making informed choices on how best to allocate their limited resources and ultimately know which, if any, of the tools results in a lead and ultimately a sale. While the dollar spent in an advertisement campaign to sales is often too attenuated to conclude, advertisers agree that successful advertisements result in clients reaching out to inquire about a product or service; these are called “leads” as part of this specification. A lead in addition to any known definition is also defined as a potential customer action or contact who, but for the ad, would not have resulted in a contact. For example, if a printed advertisement is placed in a subway above a door, a lead can be defined as a subway rider or someone known to the subway rider dialing a phone number on the advertisement or surfing to the advertiser&#39;s website to enquire about the product. A lead within this context includes any conscious or subconscious decision by a potential client to contact the advertiser. 
         [0005]    Services who offer advertisement spaces use metrics to help inform potential advertisers of the potential benefit of investing in any given advertisement. For example, the potential reach of a television advertisement is generally associated with viewership, but the constitution of the viewers can influence the generation of leads. A new car advertisement at the football game may generate multiple leads, while the same advertisement in a Saturday morning cartoon will not. Marketing is a multivariable field inherently very hard to predict. The need for metrics to help guide any investment of advertisement space is very important. 
         [0006]    In recent times, a customer during the final stages of an online transaction is often asked where the lead generated (i.e., where the advertisement was seen). This type of information is helpful but often is only available once an advertisement campaign has been released. 
         [0007]    Automated tools and software platforms have been created to help give advertisers information on the generation of leads. In U.S. Pat. No. 7,684,550 entitled Customer Information System shown at  FIG. 1 , the platform relies on the publication of distributed media advertisements with special service numbers (i.e., a different phone-in number for each advertisement). For example, an advertising campaign can be published in every car around a city, but each subway line will include an advertisement with a different phone number to be dialed. When a subway passenger calls in, simply by using the incoming phone number it is possible to generate information about the source of the lead (i.e., the advertisement used to generate the call). The same can be done online where different contact information, such as a different dynamic link, can be offered in each different advertisement campaign. An online advertiser will know all incoming leads from a specific IP server are associated with a specific advertisement campaign. 
         [0008]    One of the main problems with this technology is its inherent complexity and the difficulty of adapting and modifying it.  FIG. 1  shows how a computer network system must include a telephone server, a voice network, a public database, an electronic communication server, a system server, a blackbox server, and a user development device all in direct communication at the center of a client workstation. As a consequence of the bulkiness and complex interconnection of all these networks and systems, any given software interface used to run this system is lacking in flexibility and cannot be easily customizable by a user. 
         [0009]    What is needed is a simplified customer information system capable of offering all of the functionalities of older generation devices in addition to enhanced functionalities while being highly customizable to help with the improvement of many of the metrics generated by this system. Also needed is a cost-efficient and easy-to-learn system for use by a large number of users and capable of adaptation as advertising campaigns evolve and change, staff rotates, and new system requirements are added. 
         [0010]    In the system described at  FIG. 1 , calls and contacts are monitored and stored in a database. No system is described to follow up on calls that did not result in a commercial transaction. What is also needed is a system capable of call follow-up management and the customized system associated therewith, and a system for the immediate and ongoing evaluation of employees, users, locations, and any input parameter associated with the information processed by the system alone or in tandem with a reward/best practice board for publication of best practices to users. 
       SUMMARY 
       [0011]    The present invention relates to a customizable computer enabled system, software for the improvement of contact to sales conversion ratios of leads from incoming contacts in response to public advertisement, and methods of use therefor, and more specifically to a fully integrated customizable platform with an automated lead follow-up module, a module for the customization of lead cards and other service cards, a call broadcast interface, a customized evaluation system associated with the information processed by the other modules, and display dashboards for easy display to an administrator of return on investment data. 
         [0012]    The invention also relates to using back-end databases to improve the usefulness of lead cards generated by the customizable computer enabled system, the use of scrubbing modules to remove unwanted customer information from a back-end database or lead cards, an improved call broadcasting method, an improved lead card evaluation method, alert mechanisms to prevent stale card generation and management, and improved modules for performing a competitor watch. 
     
    
     
       BRIEF DESCRIPTION OF THE DRAWINGS 
         [0013]    Certain embodiments are shown in the drawings. However, it is understood that the present disclosure is not limited to the arrangements and instrumentality shown in the attached drawings. 
           [0014]      FIG. 1  is an illustration from the prior art. 
           [0015]      FIG. 2  is a simplified illustration of a computer according to an embodiment of the present disclosure. 
           [0016]      FIG. 3  is a schematic representation of the hardware associated with a computer-enabled system for the improvement of conversion ratios from potential client leads to actual clients according to an embodiment of the present disclosure. 
           [0017]      FIG. 4  is a schematic representation of the software interface of the computer-enabled system shown at  FIG. 3  associated with initial phases of account activation by an account manager for a new location and the associated new target number according to an embodiment of the present disclosure. 
           [0018]      FIG. 5  is a block diagram of the online interface for access to the software interface used on the computer-enabled system shown at  FIG. 3  according to an embodiment of the present disclosure. 
           [0019]      FIG. 6  is a diagrammatic representation in tree format of the root user menu and submenus offered to a user of the computer-enabled system shown at  FIG. 3  according to an embodiment of the present disclosure. 
           [0020]      FIG. 7  is a diagrammatic representation in tree format of the root menu offered to administrators of the computer-enabled system shown at  FIG. 3  to customize the system according to an embodiment of the present disclosure. 
           [0021]      FIG. 8  is a flow diagram representing the steps associated with the creation and population of a lead card associated with a lead and the follow-up method associated with the computer-enabled system shown at  FIG. 3  according to an embodiment of the present disclosure. 
           [0022]      FIG. 9  is a flow diagram representing the steps associated with the customization of grade sheets for evaluating the different users of the computer-enabled system shown at  FIG. 3  according to an embodiment of the present disclosure. 
           [0023]      FIG. 10  is a diagrammatic representation in tree format of the dashboard menu offered to administrators of the computer-enabled system shown at  FIG. 3  according to an embodiment of the present disclosure. 
           [0024]      FIG. 11  is a flow diagram representing the process of selection of different types of lead card for incoming contacts according to an embodiment of the present disclosure. 
           [0025]      FIG. 12  is a diagrammatic representation in tree format of the call tracking root menu of the computer-enabled system shown at  FIG. 3  according to an embodiment of the present disclosure. 
           [0026]      FIG. 13  is a diagrammatic representation of the management of a database layer by the system shown at  FIG. 3  according to an embodiment of the present disclosure. 
           [0027]      FIG. 14  is a diagrammatic representation of a management module tool of the system shown at  FIG. 3  according to another embodiment of the present disclosure. 
           [0028]      FIG. 15  is a diagrammatic representation of the use of a data scrubber to customize a database layer according to another embodiment of the present disclosure. 
           [0029]      FIG. 16  is a diagrammatic representation of the use of an evaluation module to help with the evaluation of operators and users of the system shown at  FIG. 3  according to an embodiment of the present disclosure. 
       
    
    
     DETAILED DESCRIPTION 
       [0030]    For the purposes of promoting and understanding the principles disclosed herein, reference is now made to the preferred embodiments illustrated in the drawings, and specific language is used to describe the same. It is nevertheless understood that no limitation of the scope of the invention is hereby intended. Such alterations and further modifications in the illustrated devices and such further applications of the principles disclosed and illustrated herein are contemplated as would normally occur to one skilled in the art to which this disclosure relates. 
         [0031]    This disclosure relates generally to a software as shown in different block diagrams at  FIGS. 4 to 12 . The software can also be implemented as part of a platform or a system in hardware as illustrated at  FIGS. 2 and 3 . One of ordinary skill in software understands that the programming of software can be done using any one of a choice of programming languages or programming tools or programming packages found on the market. In today&#39;s world, computers are slowly migrating away from classical desk-based systems to more portable and compact units with integrated functions. While  FIG. 2  shows a desktop computer operating with a remote web server, one of ordinary skill in the art will recognize that the functionality and features described by the system generally is applicable to any computer-enabled structure to transport information. 
         [0032]      FIG. 2  teaches a computer  30  connected to a network using a communication port  36 , such as a modem or other wireless port, in turn connected to a BUS  37  on a motherboard designed to connect the different elements of the computer  30 . A random-access memory (RAM)  40  and a read-only memory (ROM)  39  are connected to the BUS  37  and are used by a computer processing unit (CPU)  38  for helping during the execution of computer software operating on a computer operating system or any other layer of software by the CPU  38 . The computer  30  includes data  35  stored on memory or external memory also connected to the BUS  37  for exchange and access of information with the CPU  38  as it executes commands in the software from the ROM  39 . Finally, a computer input/output (I/O) interface  34  is used to communicate between the CPU  38  and a user through different elements such as a keyboard  32  for the entry of commands, a mouse  33  also for the entry of commands, and a screen display  31  for viewing of the software and more recently for entry of commands in displays with touch technology.  FIG. 2  shows generally one type of computer  30 , but one of ordinary skill in the art of computer system will recognize the diverse variety of computers and computing systems currently on the market. 
         [0033]      FIG. 3  shows the overall system and software platform  1  as working in the memory of a server  18  for sending information over a communication network  14  such as a local area network (LAN) or external networks like the Internet. Today with the arrival of cloud networking technology, the software platform  1  can be located physically on a single computer with a single web address (IP address) or be located in memory in a volume of data. The server  18  can be a web-enabled server with a computer interface such as a web-enabled server for connection to the Internet and exchange of information. In the illustration, server  18  is shown without a display or a terminal, but one of ordinary skill in the art will recognize that this hardware can take on many configurations. 
         [0034]    Within this disclosure, the term “server” can mean both a hardware device with the features of the computer  30  used to store and service software, or a software interface used by a computer operating system to execute software and to transfer and manage data. As part of this disclosure, the term “server” is use as either a hardware equipped with software or simply a software interface. The term “software interface” or “software platform,” in addition to its ordinary definition and any definition understood by one of ordinary skill in the art, also broadly describes a software layer installed in computer memory for access by a user. 
         [0035]    The software platform  1  shown at  FIG. 3  also includes on the server  18  a database, a user interface, a processor for executing a user, follow-up software on the user interface, and a user communication device (UCD) such as a dial-in telephone server for receiving a plurality of communications from potential clients over the communication network. In one embodiment, these features are located directly on the server  18 , and with the evolution of server technology, the server  18  operates either directly or through a user station  15  connected to the server  18  directly or through the Internet  17 ,  19 , and is operated by a user  16  using the user interface. With evolving technology, one known way to execute a software interface or a software platform  1  is to place the executable code on an Internet-enabled server connected to an Internet portal or website at an HTTP address operating in HTML format. 
         [0036]    The software platform  1  is generally advertised online as a multi-user software that can be used by multiple licensors from a single server. What is also contemplated is the sale of the software platform  1  as a stand-alone package or sold pre-installed on hardware devices. In a preferred embodiment, a website and users of the software platform are encouraged to use a locally installed browser like Internet Explorer® to connect to the HTTP site and sign in to the software using an access code and password. The software platform  1  is then executed using one of a variety of tools available to display executable code in a web browser, such as through generation of pages or running script capsules. The use of web-enabled browsers to access software platforms is well known and, while this use is described herein, what is also contemplated is the use of software executing on different platforms and computers like stand-alone computers and portable wireless devices. For example, a series of applications developed for wireless portable devices, for example in the APP format, can be used instead of or in conjunction with an HTTP site. 
         [0037]    The software platform  1  generates tracking numbers through its telephone interface server (not shown) to be placed alongside a plurality of advertisements  10  each published or displayed in a plurality of public medias as shown at  FIG. 3 . While a newspaper is shown, what is disclosed is an advertisement with a tracking number located in any possible media, like posters, billboards, paper-based publications, television ads, online ads, search term ads, etc. In each case, the ad includes a different tracking number generated by the software platform. 
         [0038]    In a print media, the tracking number can be a phone number generated by the software platform  1 ; in an online ad, the tracking number can be a phone number to call but can also be a dynamic link for connection via the Internet to the software platform. While two methods of communication are shown (spoken/written) between a potential customer  12  and the platform  1  and/or the user  16  of the platform, what is contemplated is any form of communication that can result in communication and ultimately the generation of a lead and a commercial transaction. 
         [0039]    Also as part of this system, incoming calls or communications as shown by reference number  24  on  FIG. 3  can be received and processed using many different devices or tools  13 ; for example, a potential customer  12  can use a cell phone  23 , an iPhone® 22, a tablet  21 , or a portable or desktop computer  20 . In the case of a call, a caller ID a/k/a CID or calling line identification (CLID), calling number delivery (CND), calling number identification (CNID), or calling line identification presentation (CLIP) can allow for the system  1  to obtain information about the caller, such as the caller&#39;s number, and a name associated with the phone number. Other systems include an automatic number identification (ANI) or other software used to generate HTML pages that can replace any variable on a page by a selected number. For example, coding can be placed upfront in a page to modify an HTML page upon loading by a web browser of a potential client to replace a variable with a tracking number or a web link. What is contemplated is the use as a tracking number of any type of data, symbol, or sign that can be used to index a source of origin with a given advertisement  10 . 
         [0040]    As part of the platform and system  1 , the tracking numbers are used by a plurality of potential clients  12  to contact a user  16  of the system or the system itself using a plurality of client communication device (CCDs)  13 . The web server  18  also includes a database for indexing the tracking numbers in conjunction with each advertisement. The concept of tracking numbers in one embodiment includes the selection and use of area codes, phone numbers, international dial numbers, and toll-free numbers. 
         [0041]      FIG. 5  is a block diagram of a first portion of the online interface  60  for access to the software interface used on the computer-enabled system shown at  FIG. 3 . An online interface  62  either on a web browser or a software running on a phone or a table call, an app or associated format offers three choices to any person arriving on the interface  60 : a general information general marketing option  61  with information about the service offered by the interface  60 , including for example pricing of the different packages; a virtual tour of the software along with a user guide, information; and responses to frequently asked questions; and client sample industry list. 
         [0042]    A site visitor (user  16  in  FIG. 3 ) arriving at the interface  60  is then asked to either log in as a potential user (i.e., a person who processes calls and leads). Access will be granted based on a matching  65  of the user log-in and predefined user name with a database created by an administrator of the system  64  who in turn logged in as a site administrator and is given the capacity to define and customize the interface  60 . Administrators are given access by the interface owner after a purchase of a commercial package and associated rights to set up the interface. A user who logs in to the system is given, for example, a user menu  67  shown with greater detail at  FIG. 6 . A user who logs in to the system as an administrator  66  may then initially be directed to a wizard as shown in  FIG. 4  and is then given rights to customize and adapt the system as shown at  FIG. 7  with greater detail. 
         [0043]    Returning to  FIG. 4 , the illustration is of a schematic representation of the software interface  50  once the administrator is given access to the system  66  as shown at  FIG. 5 . The administrator is then asked to create a first location that will be associated with a primary phone number and a single marketing ad, and will also be assigned default templates for most of the functionalities offered by the general interface. The wizard  40  first asks the administrator (here a user) to enter contact information  41 . Generally, the administrator will enter the address and location of a principal place of business where leads are to be processed. The user who is called hereafter an administrator must have been accepted as an administrator through a membership, or the payment of any other fee to get access to the system. The system then asks for a primary contact number  42 , described also as a phone number associated with a first entered location. 
         [0044]    The administrator is then asked to acquire  43  a first tracking number using either an international, toll-free, or local number base  44 . Once the type is selected  44 , a possible area code is selected  45  and in a subsequent step, the user selects the number itself from a list  47  of automatically generated numbers. To help administrators find optimized tracking numbers, each dial is associated with letters on a classical numerical phone. By using letters, a phone number can be dialed using letters, for example the word LOVE corresponds to dial-in numbers 5, 6, 8, and 3. This is called a “vanity” word and it can be entered  46  in the search engine to help generate available tracking numbers for better advertising. Once a number is determined, the administrator can purchase or select  48  a first tracking number to be associated with the primary contact number  42  or any other portion of the interface. This process allows for an easy transition into the interface by associating a single location and a single tracking number with one site. As part of the initial process of setting up new accounts as shown on  FIG. 4 , a series of default setups or predesigned packages  390  for specific industries are offered to the administrators of the system. These default or predesigned packages are helpful to reduce setup time, and provide system information, by way of example. 
         [0045]      FIG. 6  is a diagrammatic representation in tree format of the root user menu and submenus offered to a user of the computer-enabled system shown at  FIG. 3 . By “user” of the system, what is contemplated is an employee, an agent, an officer, or any other person who works for the user of the software interface called an administrator who is tasked with using the system as it may be set up by the administrator to optimize ad revenues and to improve commercial transactions from leads generated through marketing. 
         [0046]    When a user logs in  67  as shown in  FIG. 5 , he is given several choices (each as tabs in the interface). The first is a call follow-up list  68  where cards that represent leads that require further action and follow-up can be picked up  72  with a click of the mouse. To understand the follow-up list, the system works with lead cards associated with each new incoming client contact. Cards are managed, used, and closed for each lead resulting from marketing efforts. For example, if a potential customer called and asked if there was a red sweater available as part of the sale of a new sweater shown on an ad, he may have been told no, and such a comment will have been entered into the lead card. A user will have entered in the lead card a delay of follow-up, for example one week. The system then will list cards outstanding and the user can then call back the customer (i.e., follow up) and report if the sweater was ever found and, if so, which competitor had the product. In another embodiment, the module allows for the generation of an immediate communication, such as an email, and the entry of one or a number of delays associated with the follow-up, for example, a call on day 2, day 4, and/or day 6 after a call is received and a lead card is generated. 
         [0047]    An offer for the sale of a different substitute product can be made by the user to the potential customer during the follow-up call. To encourage creative follow-up, a hall of fame tab  71  is created that lists some important and noteworthy follow-ups. This hall of fame  71  can include information like the name of the user who is responsible for the call, notes on the call, or other fields like a scoring system to encourage users to perform. Hall of fame  71  is primarily designed to offer users noteworthy customer calls, but can also be designed to list exemplary follow-up calls by users in response to customer calls. 
         [0048]      FIG. 6  also shows a tab where calls can be indexed and searched  69  using any field or information available to the user. For example, search indexes can list last calls, longest calls, calls from a specific ad, or use notes or other ad-specific information to get to calls and lead cards of interest. For example, a user may remember a previous caller wanted a red-colored sweater. By indexing written notes that relate to the color, the user can find and review this previous call and follow up and find inspiration as to how better to follow up. Finally, a tab for grading  70  is used by users to get feedback on their performances as their work is reviewed by their peers, for example administrators. While a system with administrators, users, and customers is shown, one of ordinary skill in the art will understand that any layering can be contemplated. 
         [0049]      FIG. 7  is a diagrammatic representation also in tree format of the root menu offered to administrators of the computer-enabled system shown at  FIG. 3  to customize the system from the menu as shown at  FIG. 5  for the benefit of users. The platform is highly customizable  63 , and each tab corresponds to data entry into a database where an administrator can add scroll down buttons, labels, notes, and any other portion to help with the follow-up. For example, the platform can be designed to help with a marketing department in a university who places ads and receives alumni pledging calls. By using multiple tracking numbers, the user, in this case a university student helping with fund-raising, can know where the alumnus accessed the system and have some information to help guide the conversation. For example, if the ad was placed in a sport campus brochure, the student as he or she pulls up the lead card will see this indexed information and know the alumnus is on campus somewhere. Using phone ANI information, the name of the caller can be displayed if called from a land line. A university will, as described in  FIG. 5 , define as administrators the university representative in charge of the program. Each user can be assigned at  64  as a fundraising student. 
         [0050]    To help give this invention a wide range of use, each portion must be fully customizable by the university representative. At  FIG. 7 , the administrator is given a choice between the home tab  68 , a people &amp; place tab  69 , a lead management tab  70 , a call tracking tab  71 , a call broadcast tab  72  and a reports and evaluation tab  73 . While a handful of tabs are listed, what is contemplated is the use of any number of tabs needed to help with the use of the interface. Each subtab function is listed below these six respective tabs. 
         [0051]    The call broadcast tab  72  allows for administrators to type in, to call in a recording, to upload an audio file, or record messages that will be broadcasted  88  using the interface to potential customers. These calls are not unlike “robocalls” used by political parties during elections. The customized interface allows for an administrator to enter times when the broadcast is sent, the rapidity and frequency of callback, and even offer options for a listener who receives the call to reach an operator, dial in to get information, or a list of other possible functions associated with automated callback systems. List of contact numbers can be attached. The broadcast can also be made via the web, and can also include an automated ad tracking number or link for potential customer to call back. 
         [0052]    In a further embodiment, the system allows for the issuance of regularly programmed reminders such as payment reminders, warnings, or other commercial solicitations. The management module  324  as shown at  FIG. 14  can be made to select groups of customers to be solicited via indexed factors or lists entered and determined using the data indexing module  310 . For example, a broadcast can be scheduled for every user of a channel as found in the pricing database  308  and imported in the customized lead card database  313 . The system can also broadcast messages to groups of customers based on call frequency, call time, or any other information from any of the databases  308 ,  311 , and  312  that ultimately can be imported in the customized lead card database  313 . 
         [0053]    If the home tab  68  is selected, four suboptions are found, a dashboard  74  as described with greater detail at  FIG. 10 , a referral tool  75 , an upgrade tool  76 , and an advanced dashboard  77 . The referral tab  75 , for example, allows the entry of a list of contacts where marketing and publicity can be sent regarding the purchase of the software interface itself. The upgrade tab  76  allows an administrator to manage the services accessible under any given selected and paid plan. While a handful of possible payment options and plan options are given, what is contemplated is a tab for access of multiple plans leading for a change/upgrade of the potential of the platform. Described herein is a list of functions irrespective of their access by different versions of payment plans. One of ordinary skill in the art will recognize that some more “advanced” functions may not be available with basic or standard plans but will be made accessible, along with other services with the more complete packages. 
         [0054]    People and places tab  69  allows an administrator to manage the different actors involved in the customized use of the platform by users. For example, the list of users defined at  64  in  FIG. 5  can be listed as employees  79  to be entered or even customers  80  to be entered. For example, in the above example with the student hotline, employees  79  can be defined as the different counselors on staff, the location  78  the different call centers at the university, and the customers  80  the students in the student body. Because the employees are given access as users  65  as shown at  FIG. 5 , these are defined as users who will benefit from receiving solicitation from advertisements. In another embodiment, locations  78  are defined as different long-term storage centers owned by a corporation, the employees  79  the different managers of the locations  78  and the customers  80  are callers and current renters of storage areas. Each of these tabs and functions can be customized and new fields can be programmed for display to the user. 
         [0055]    To manage a lead  70 , the administrator is given several tools such as a call follow-up module  81  used to define the occurrence and need to follow up on any given call. The module includes lists of calls outstanding action and an association with the different employees, customers, and/or locations with each call. The administrator is able in this module to alter the call follow-up dynamics and change any parameter. For example, if because of a slowdown in work, the administrator desires to force follow-up on a weekly basis instead of a monthly basis, this can be set up. The follow-up information in one basic list includes the name and phone number to be called, the number of follow-ups, days past due for the follow-up, and an open and close label. In one other embodiment, the administrator can control the numbers to be called back, the use of an automated system, the frequency of automation and the capacity of the automation to hang up and redial if an automated system responds. The system can also include an automated message, and a dial in number to connect to a live operator/user if the person refuses the automated service. 
         [0056]    The administrator is also able to customize  82  the call search feature  69  that is offered to users at  FIG. 6 . The administrator can include search functions, scroll down lists, etc. For example, a hotline may want to allow for search based on the type of call, the time of day or night, or the age of a student. What is contemplated is the use of a fully customizable database open for use by administrators alongside with a default option or other options offered by the owner of the software interface. 
         [0057]    When calls or contacts come into the interface, users may not be available based on call volumes or the type of business models being helped by the interface. The administrator can create a useful interface for callers in case of missed calls. A lead card can be automatically generated or a message and options can be offered to the caller. If the system is over the Internet, guidance, links, and other fields can be offered. Finally, the last option on the lead management tab  70  is the capacity to design a lead card  84 . The card can include prepopulated automatically generated information obtained dynamically when the client calls, and any other needed information. In this portion of the interface, administrators will regularly update fields as the different users interact with customers and generate cards. For example, as notes are written on each card by users, an administrator may decide to include a new field within the card to help collect information that otherwise must be inserted as part of notes. 
         [0058]    The call tracking interface  71  allows for the creation of dynamic tracking tools  87  such as the capacity to automatically modify web pages and generate links. An ad tracking tool  86 , where numbers are assigned to each ad, location, and information, can also be added along with a digital image of the advertisement. The indexing tool  85  allows the user to manage, select, and associate different numbers with advertisements. While basic functions are given, what is contemplated is the use of many more functions. 
         [0059]    Administrators also are given a customizable tool to grade employees  89 , grade locations  90 , and even enter different elements into a call of fame  91  for the display by the user of the hall of fame  71  on their interface. Grade sheets for both locations  93  and employees  92  can also be customized at a different portion of the interface. To allow for grade sheets to be customizable over time while retaining information on previously graded sheets and allow for averages and grades to be relevant over time, the inventor has segmented the grade sheets into sections, each individually gradable. What is also contemplated is where the grade sheet is a grade sheet for grading calls and an off-line grade sheet for grading non-calls. 
         [0060]    As part of the employee grade and location grading system  89 ,  90 , the administrator can amend or add questions and/or sections to the grading. Questions and evaluation criteria can also be modified or added to questions or a section. For example, an initial grade sheet of an interface where the different locations are restaurants, the location grade sheet can include a first section on customer responsiveness, and a second section on the quality of the food. A year after the start of the system, the administrator can add a third section on the cleanliness of the restaurant. The grading interface designed  90  to give a 1-100% grade on each section, and an overall grade can now easily be amended to include a new section and keep the previous scores, for example at a certain time, the grade sheets have been in use for a while, and in this example Restaurant 1 has received 20 evaluations and Restaurant 2 only 15, each graded for sheets with two sections: 
         [0000]    
       
         
               
               
               
               
             
           
               
                   
                   
               
               
                   
                   
                 Section (Score) 
                   
               
               
                   
                 Location 
                 [# evaluations] 
                 Total (%) 
               
               
                   
                   
               
             
             
               
                   
                 Restaurant 1 
                 Responsiveness (85%) [20] 
                 82.5% 
               
               
                   
                   
                 Food Quality (80%) [20] 
                 ({85 + 80}/2) 
               
               
                   
                 Restaurant 2 
                 Responsiveness (70%) [15] 
                     80% 
               
               
                   
                   
                 Food Quality (90%) [15] 
                 ({70 + 90}/2) 
               
               
                   
                   
               
             
          
         
       
     
         [0061]    The administrator is then capable of adding a new section in the location grade sheet  93  and will manage the display of grades using module  90 . This new section, for example, can be related to cleanliness. If module  90  asks that locations be graded weekly and three weeks are used, then the following evaluations would be produced: 
         [0000]    
       
         
               
               
               
             
           
               
                   
               
               
                   
                 Section (Score) 
                   
               
               
                 Location 
                 [# evaluations] 
                 Total (%) 
               
               
                   
               
             
             
               
                 Restaurant 1 
                 Responsiveness (84%) [23] 
                 84.3% 
               
               
                   
                 Food Quality (79%) [23] 
                 ({84 + 79 + 90}/3) 
               
               
                   
                 Cleanliness (90%) [3] 
               
               
                 Restaurant 2 
                 Responsiveness (70%) [18] 
                 76.7% 
               
               
                   
                 Food Quality (90%) [18] 
                 ({70 + 90 + 70}/3) 
               
               
                   
                 Cleanliness (70%) [3] 
               
               
                   
               
             
          
         
       
     
         [0062]    In this example, grades are averaged per section and are not related to each individual weight (i.e., sampling) of the section. Once again, the customized system  63  offers sufficient flexibility to modify and set these parameters. One major advantage is to be able, on an ongoing basis, to keep all the previous grade sheets previously entered and continue with a modified grade sheet. At least a portion of the segments of some of the grade sheets are left blank because they were not filled in by an evaluator or because they were added to a subsequent version of the grade sheet through the customized interface of the grade sheet. What is also contemplated is the capacity of a user to enter self-evaluations of the different calls and associated lead cards or the entry of only portion of evaluations as part of grade sheets. 
         [0063]    In yet another embodiment, users  15  as shown at  FIG. 13  as assigned as described in  FIG. 8  cards for follow up and card customization and filling in of information. It is important to properly evaluate the different users  15  who call back and follow up leads to help optimize the lead capture rate. As shown at  FIG. 16 , one way to evaluate is to assign cards to a user for self evaluation  343 . A module can also assign out of a selected group of cards to evaluate a fraction (like a third) to a group of trusted users  15  such as peers of the user  340 . This group will allow to spot any outlier as they can be asked to review the same card already evaluated by either a supervisory group  341  or the user himself  342 . In addition to the three different types of evaluations (self, peer, managerial), a module can review each of the different user for evaluation and will break down and assign to each user a different type of evaluation. For example, a highly rated user who has worked for a long period may be simply assigned to a self-evaluation. A user on an internal probation may be flagged by the module and systematically be assigned peer or managerial review instead of self-evaluation. What is contemplated is a module capable of having parameters to help direct the users to the right type (or multi-type) of evaluation. By using two or more evaluation groups (self, peer, managerial), the module will compare the evaluations for variance or discrepancies. In the event the variances rise above a threshold level, the user will then be further evaluate using any of the above methods. For example, if the module pulls out 10 lead cards for a user and assigns 3 for self-evaluation, 3 for peer review, and 4 for managerial review and the self-evaluation scores are much higher than the other two types of review, the module will note the variance, compare it to the threshold and then enter into a secondary evaluation mode where a new set of cards can be pulled out and reviewed in a subsequent phase. While one type of subsequent evaluation is shown, what is contemplated is the use of any type of multi-tier evaluation. 
         [0064]    Finally, in the reports  95  section, a template can be created for the generation of regular reports that can be customized using any of the above information into any type of report. 
         [0065]      FIG. 8  is a flow diagram representing the steps associated with the creation and population of a lead card associated with a lead and the follow-up method associated with the computer-enabled system shown at  FIG. 3 . Using the customized system  63  shown at  FIG. 7 , an administrator can log into lead management  70  and design the lead card  84  as shown as a first step  101  of the process  100  at  FIG. 8 . As an incoming call arrives, it includes some automated source information and is directed to a certain tracking number. A lead card  102  is assigned to the call, and the information is extracted and stored in the lead card and populates at least a portion of the card as designed. 
         [0066]    Either a live operator is present or the call is recorded  103  after a message is broadcast. The user can access  103  as shown at  FIG. 6  the lead card  72  associated with the recorded call. Once the user listens to the message, he can populate some more fields of the card with the information  105  before he calls back to interact with the caller  104  as a step to follow up the call. Alternatively, if the call reaches a live operator, the card is automatically uploaded  115  before the interaction  104 . In some cases, calls are “missed” for a plurality of reasons, such as when calls are dropped or callers hang up before cards are created. As shown at  116 , missed calls can be assigned  113  to users for follow-up as part of the call follow-up process described at  FIG. 6 . During or after the call with the caller, the user is then capable of updating the card  106  by populating more fields. For example, if a commercial transaction occurs  107 , then the card can be closed and sent to a graveyard where the administrator will update statistics and review the card, and the user who helped with the card, using an employee grade sheet. If no transaction occurred  109 , either there is no longer a need for follow-up, in which case the user may ask more questions, for example, if the customer&#39;s need was satisfied by a competitive product or service  110 , or there is any other need. In one further embodiment, the follow-up  109 ,  110  of the customer can be filled in as information as part of the card customization tool  307  as shown at  FIG. 13  and then help generate reports with this competitive information as part of reports  95  as shown at  FIG. 7  by the management module  324  as shown at  FIG. 14 . 
         [0067]    If the user determines there is a need for a follow-up, the need is dated  111  and the information is then sent to the data processing center. Once the date fixed by the user is met, the card is assigned  113  to a user for follow-up who in turn calls back the customer as shown in step  115  of  FIG. 8 . While there is no need to call back before the date set by the administrator, the information can be found in a roster of pending follow-up calls  112 , and a user can always manually override the system  114  or be assigned cards differently, for example, by selecting the card and calling back the customer  115  as illustrated by the arrow on  FIG. 8 . As also shown at  FIG. 8 , in one embodiment, the customizable follow-up software comprises a module for allowing an administrator to set a follow-up schedule. This module can also include a delay to exclude certain calls from follow-up, for example more than X days into the future. The module can also limit follow up calls to a fixed number for the follow-up schedule to prevent overflow of information. Finally, the module can include the entry for the outcome of the follow up, for example in case of success, failure, the reason for a failure, the loss of the lead to a competitor. 
         [0068]      FIG. 9  is a flow diagram  150  representing the steps associated with the customization of grade sheets for evaluating the different users of the computer-enabled system shown at  FIG. 3  as illustrated in the tables hereinabove. In an initial step  151 , the initial design of the grade sheet (for a location, an employee, or any other grade sheet) is broken down into segments. As shown above, each segment is evaluated based on the need for the grade sheet and grade reports are produced  152  using the grading from the administrators or the users. Once evaluation starts with the current grade sheet  152 , the data may be stored in a database  153  for evaluation and production of reports or the grade sheet can be updated  154  either by adding a segment  155  or by updating a segment  156 . Subsequently, as shown in the second table above, evaluation of subsequent locations or employees can be made  157  using the updated grade sheet. The data can be added to the existing database as shown in the table  158 . The upgrade of the grade sheet  161  can be made in subsequent steps each time needed. 
         [0069]    In one contemplated embodiment, a report is produced that is segment-specific  160  and provide information detailed based on the individual questions and the individual sections. Evaluations using the updated grade sheet can be continued  162  or can be archived  159  at periodic evaluation intervals. 
         [0070]      FIG. 10  a diagrammatic representation in tree format of the dashboard menu offered to administrators of the computer-enabled system shown at  FIG. 3 . The dashboard  74  as described herein is a quick reference guide and panel with condensed information and statistics useful for an administrator of the software interface. The dashboard  74  will include many of the above described functions in a single page to help an administrator have most of the information at a glance. Three main functions are given in the dashboard, a general tab  181  with several important useful functions like the call broadcast setup  185  also described at  FIG. 7  as element  72 , a setup of the ad tracker  184  also found at  FIG. 7  as element  86 , a tool to quickly acquire tracking numbers  183  also found at  FIG. 7  as element  85 , and finally a tool to create a new location  182  also shown as  78  at  FIG. 7 . These four tabs  190  can be used if a new creation is added to the list  182 , and then new tracking numbers must be acquired  183 , the numbers must then be set up in the system in association with ads  184 , and finally the call broadcast can be set up  185 . 
         [0071]    In a second tab, the three most common customized tools listed as elements  79 ,  84 , and  92  are offered  191  to include a means to set up employees  187 , design grade sheets  188 , and customize lead cards  189 . While three useful tools are found as part of tab  94  on  FIG. 7 , the dashboard can be designed to include any one of the options described hereinbefore. Finally, the dashboard may include quick look windows  196  where some of the data collected from reports  95  can be displayed, for example, a call tracker window  192 , and/or an ad tracker window  197 . 
         [0072]    Statistics of interest in this field can be the number of outstanding calls that require follow-up by the different users  193 , statistics such as the number of calls received by the system or stored in the system  194 , and a look at the number of leads generated by the interface  195 . Also performance of employees, users, administrators, or even ads can be listed, for example, a top five ads generating the most leads  198  along with ad statistics such as cost per lead (i.e., the price of the ad divided by the number of leads generated from the tracking number associated with the ad), the cost per call (i.e., the price of the ad divided by the total number of calls generated by the leads) and the revenue per ad (i.e. the income generated or sales generated from a specific tracking number)  199 . 
         [0073]      FIG. 11  is a flow diagram representing the process of selection  200  of different types of lead card for incoming contacts. As part of the lead card design interface  84 , with every new call  203 , a default lead card can be assigned to the call  201  or a custom lead card  202 . Tracking can also be made automatically  204 . The custom interface  205  to design the lead card can include current card design  206 , previous calls attached  207 , the different follow-up  208  or cost based tools  209 . Finally, at  FIG. 12  further detail for the elements  85  and  86  found on  FIG. 7  is provided. The indexing of tracking numbers  85  can include a phone number  210 , a location assigned  211 , an ad number  212 , a phone number for the forward  213  and other types of data  214 . The ad tracking  86  includes an ad type  215 , a name/label  216 , a start and end date for the ad  217 , the cost of the ad  218 , and other information  219 . for each user and each team, and ranking  206  each team in a post game report. 
         [0074]    The follow-up software as illustrated in  FIGS. 4-12  includes a lead card generation module  102  for assigning to each CCD incoming call  115  into the UCD a lead card template either the default lead card  201  or a custom lead card  202  as shown at  FIG. 11 , and populating each of the lead cards with at least the name of the customer, the tracking number received, and the advertisement associated with a location. The lead card management module allows the user of the software platform through the CCD to select one lead card  103  for interaction associated with one potential client, access the tracking number and the advertisement associated with the potential client  103 , update the lead card of the potential client  105  and enter into an initial contact  104  with the potential client to enter into a commercial transaction  107 , thus transforming the potential client into an actual client  108 . The lead card follow-up module allows the user to enter a need for follow-up  109  in the lead card and assign for a later date a follow-up reminder  111  associated with the lead card. The lead card template includes at least one of a group consisting of a card closing tab, a competitive information tab, previous recordings from the tracking number, the CCD number or personal information, and previous recorded calls from the CDD number. The selection of lead cards can be done using as an indexing criterion a reason why a lost lead is not closed, or the name of a competitor. 
         [0075]    In another embodiment, what is described is a customizable tool for the management of ad efficiency in a computer, with a user customizable ad efficiency software with a module for associating each contact from the plurality of potential clients to one of the plurality of advertisements, and a calculation module for calculating the cost per contact for each of the plurality of advertisement over time and ranking each ad on the user interface based on the cost per contact. The calculation module can also calculate the cost per lead for each of the plurality of advertisements over time and ranking each ad on the user interface based on the cost per lead and for the entry of revenue generated from each contact over time and ranking each ad based on the highest revenue generated. 
         [0076]    In yet another embodiment, the system is directed to a customized call broadcasting computer-enabled system, with a customizable call broadcasting software with an input module for entry of a plurality of phone numbers where a broadcast must be sent, and a message generation module for recording generating the broadcast from a typed message. The system can also include a broadcast module having a cutoff switch to terminate the broadcast when an automated answering system responds to the broadcast, and wherein the broadcast module further includes a timed when-to-redial function. 
         [0077]    Finally, what is also contemplated is a method for improving a conversion ratio of potential client leads answering a plurality of advertisements in a plurality of medias each with a different tracking number, the method including the steps of placing a plurality of advertisements in a plurality of public medias each with a different tracking number generated by a software platform, allowing a plurality of potential clients to contact a user of the software platform using a plurality of client communication devices (CCDs), indexing the tracking number of each incoming contact using the database to associate an advertisement from the plurality of advertisements to each tracking number, and creating and associating a customizable lead card for each of the incoming contacts. The method also may include the step of assigning a follow-up for each opened lead card until the lead card is closed. 
         [0078]    The lead cards generated, designed, customized, and assigned as tools to help generate leads is described at  FIG. 8 . These can be stored for example in a lead card database  313  as shown at  FIG. 13 . A user  15  using a card customization tool  307  in a front end software later  302  will be greatly helped during any transaction if that user can get access to other relevant information. For example, a user  15  will display a card using a card display interface  306  where the card either comes from a stored database  314  or from a card generation and pre-population module  303  if the card has just recently been generated as shown at  FIG. 8 . 
         [0079]    The user  15  will then be showed both cards using a card display interface  306  or data using a data display interface  305 . The card customization tool  307  will either display both types of information  306  and  305  in two different windows, or can also merge the data into a customized populated card. In some cases, the data from other databases  308 ,  311 , or  312  is sent from the server  18  or any other source up via the internet  14  to the user software layer  302  or can be connected directly using a data transfer module  309  and a data access and indexing module  310 . Arrows are shown in  FIGS. 13 to 16  to indicate that data is exchanged between the different modules and databases bilaterally. Information from the front end layer  302  entered by the user  15  will migrate back into the lead card database  312  the same way that personal information from other data bases will come populate the card customization tool  307  and then be saved back into the lead card database  312 . 
         [0080]    For example, the database layer  301  can include personal data of customers like the name, account information, paying status, notes that will be linked to a single individual either directly (via the name or address) or indirectly (via a phone contact number indexed in a secondary database). The system allows for the management and update of information, including personal information to migrate in and out of the different tools, modules, and databases fluently. What is also contemplated is the use of merging tools to take existing databases and merge them into larger databases or to use external databases and import them into the database later  301 . A user  15  who would write notes using the card customization tool  307 , the system would be capable of saving the information directly via link  315  into the customized lead card database  313 , but also the information via the double head arrows can migrate back via the data display interface  305  into the modules  310 ,  309  back into any of the databases  308 ,  311 ,  312 , and  313 . 
         [0081]    In one example, a user  15  may benefit when a card is displayed using the card display interface  306  if data from a pricing database  308  such as for example channel pricing is displayed. The user  15  will be in a position to know instantly via the data display interface  305  what is the channel price associated with the card being displayed in the card display interface  306 . If a user calls from a 1-800 number, the data indexing module  310  will recognize a field in the card displayed  306  and will upload either via the internet  14  or the different communication link  309 - 310  the portion of the data base  308  that gives information about the prices generally offered for the 1-800 number. In one example, the 1-800 number may be associated with a practice of discount of 10% based on historical trends of retention of customers. Other types of information such as for example availability information  311  is often useful to help a user  15  determine prices and obtain a lead. For example in the hotel industry, if a hotel is almost fully booked, the user  15  may not offer strong rebates to the buyer. Other types of information  312  stored in different databases can also be used. 
         [0082]    What is shown by line  315  is the constant exchange of information and update of the customized lead card database between the front end layer  302  and the back end layer  301 . For example, once specific pricing data is uploaded and indexed  310  for display  305  to the card customization tool  307 , then this information may need to be stored alongside the rest of the card data for further reference. This allows the databases  308 ,  311 , and  312  to be constantly updated without adversely impacting any of the information contained and stored on each of the lead cards. 
         [0083]    In the embodiment as shown, the database layer  301  includes several databases  308 ,  311 ,  312 ,  313  each with different data. While several databases are shown, what is also contemplated is the use of only one large data storage unit. The data transfer module  309  acts as an interface between the different databases  308 ,  311 ,  312 , and  313  as each may be written in different formats, with fields of data storage of different types. The data transfer module  309  while illustrated as part of the server  18  may also be found on the front end layer  302 . With the evolution of data memory and the capacity to store information, one of ordinary skill in the art will understand that databases may be found on the same computer as the front end layer  302 . 
         [0084]    The data access/indexing module  310  as shown is also a software layer that can be programmed with different functions known in the industry. The module  310  is used by the data display interface  305  to help pull from the database layer  301  the needed information and to optimize the speed and delivery of the content sent from the data transfer module  309 . Many integrated database software tend to offer fully integrated solutions that will give capacities to manage data transfer, data access, data indexing, and data display therefore bypassing the need for modules  309 ,  310 , and  305  as shown at  FIG. 13 . 
         [0085]    The current system  1  creates a new lead card for incoming leads. Data generated by the software fills in some of the data fields of the lead card. The operator is then allowed to fill in other fields in the card. In addition to the initially pre-populated information  303 , the card may be filled with other information from the different databases of the database layer  301 . Other indexing tools can be used for example to help pull different customized lead cards  313  from the database  315  each with the same feature by the card customization tool  307 , for example all of the cards for a particular caller, from a particular phone number, of from a specific add placed in a paper. The information can also be given as tabs to help the user  15  select and give the right information to a customer as the card is displayed on the screen. 
         [0086]      FIG. 14  shows in a configuration analogous to  FIG. 13  the software arrangement of the front end layer  302  where the card customization tool  307  what operates with a dual card display interface  306  and data display interface  307  is replaced with other software that operates on the same interface. The user  15  is given a management tool  324  in the form of a management module that is designed to help to collect, assemble, gather, and compile different types of information from the different databases  308 ,  311 ,  312 , and  320  and display them in any given form desired by the user  15  or a manager of the user  15 . 
         [0087]    The data from the pricing database  308  can be processed by a pricing management module  321  and in the same way the information from the availability database  311  can be processed by an availability module  322  or other module  323  to help the management module  324  to create reports for users. For example, to help a management understand the use the system by the customers, information can be created where the financial efficiency of each advertisement can be calculated for example using all phone numbers from the add number, mixing this information with the pricing information and the card to lead transfer ratio (e.g. the number of lead cards that generate actually paying customers and leads. 
         [0088]    Ultimately, the management module  324  can determinate the cost per call, the cost per lead and the cost per sale by measuring the cost of advertisement when compared with the actual number of calls, the number and value of each sale, and the sales offered by channel. For example, if a 10% rebate is given on a channel (i.e. the Yellow Page Ad) associated with a single call number and the other database  320  contains the price of putting the Yellow Page Add, the cost per call can be determined by the management module  324  once the transfer module  309  compiles via the indexing module these three values (i.e. number of call, price of add, and pricing of channel). 
         [0089]    One of the problems with the storage of customized lead cards in the customized lead card database  320  as shown at  FIGS. 13 and 15  is the storage of critical data that may be in violation different industries like credit card related information as required by the Payment Card Industry (PCI). As shown in  FIG. 15 , the card customization tool  307  can be connected to a data scrubber  331  to help interface between the customized lead card database  313  and a client database  330 . For example, if a user  15  collects over the phone credit card information, this information as a payment can be entered in a field in a client data base  330  or can make its way to the customized lead card database  313  as information provided by the customer. In the case of written text, the scrubber  331  can simply remove the field or data from the databases  313 ,  330  or store the information in a different format as required by the regulatory body (e.g. encrypted, re-indexed, etc.). In some cases, the data is given as part of recorded voice messages attached to the customized lead card database  313  as entered by the card customization tool  307 . 
         [0090]    The scrubber  331  can include a voice recognition tool to help decipher voice into text. Once a portion of a voice or sound message is associated with information to be scrubbed, the scrubber  331  can replace a portion of sound recording with white noise to remove the information. While voice recognition scrubbing is described, what is contemplated is a scrubber capable of removing portions of images, portions of texts, or portions of sound files. The scrubber  331  also will be launched automatically by certain actions, entries, or transactions within the system. For example, if a user is talking with a customer and a payment is entered, the system will launch the scrubber  331  automatically assuming that the conversation (written or oral) between the user and the customer resulted in the transfer of information to be scrubbed. 
         [0091]    In yet another embodiment, the management module  324  as shown at  FIG. 14  will generate warnings and alerts to managers of the system  1 . For example, if a channel is not producing any leads or calls, the system can be made to generate a report  95  as shown at  FIG. 7  that is directed at a notice of non-use or over use of certain resources. All of the information found in the database layer  301  as shown at  FIG. 13  can be used as the base of alerts to be issued by the management module  324 . 
         [0092]    As part of this specification, the term “customizable” shall be used interchangeably with the term “configurable” and shall include a software that has the capacity on one level or another to be customizable or configurable even if this specific function is available to certain users, managers, or programmers using the system. 
         [0093]    In another embodiment, the management module  324  as seen on  FIG. 14  is equipped to send using either an Application Programming Interface (API) or other software patch used in the system, or outside of the system via an email connection, either internally or externally to other software like the software Salesforce™ or any other system one or a plurality of lead cards customized and found in the customized lead card database  320 . Sending this information to a third party outside of the system also includes the capacity to include notes or other data to highly specific actions to be undertaken. For example, a manager may want to send a plurality of cards for action to other actors not connected to the system. 
         [0094]    It is understood that the preceding is merely a detailed description of some examples and embodiments of the present invention and that numerous changes to the disclosed embodiments can be made in accordance with the disclosure made herein without departing from the spirit or scope of the invention. The preceding description, therefore, is not meant to limit the scope of the invention but to provide sufficient disclosure to one of ordinary skill in the art to practice the invention without undue burden.