WO2003009098A3 - Methods and apparatus for intelligent selection of goods and services in telephonic and electronic commerce - Google Patents

Methods and apparatus for intelligent selection of goods and services in telephonic and electronic commerce Download PDF

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Publication number
WO2003009098A3
WO2003009098A3 PCT/US2002/022616 US0222616W WO03009098A3 WO 2003009098 A3 WO2003009098 A3 WO 2003009098A3 US 0222616 W US0222616 W US 0222616W WO 03009098 A3 WO03009098 A3 WO 03009098A3
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WO
WIPO (PCT)
Prior art keywords
primary
user
goods
services
information
Prior art date
Application number
PCT/US2002/022616
Other languages
French (fr)
Other versions
WO2003009098A2 (en
Inventor
Ronald A Katz
Gary L West
Thomas B Barker
Original Assignee
West Direct Inc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by West Direct Inc filed Critical West Direct Inc
Priority to AU2002320560A priority Critical patent/AU2002320560A1/en
Publication of WO2003009098A2 publication Critical patent/WO2003009098A2/en
Publication of WO2003009098A3 publication Critical patent/WO2003009098A3/en

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Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q20/00Payment architectures, schemes or protocols
    • G06Q20/08Payment architectures
    • G06Q20/10Payment architectures specially adapted for electronic funds transfer [EFT] systems; specially adapted for home banking systems
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/02Marketing; Price estimation or determination; Fundraising
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00Commerce
    • G06Q30/06Buying, selling or leasing transactions
    • G06Q30/0601Electronic shopping [e-shopping]
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/03Credit; Loans; Processing thereof

Abstract

Apparatus and methods are provided for effecting remote commerce, such as in telemarketing (either inbound or outbound) and in electronic commerce, which are particularly adapted for the intelligent selection and proffer of products, services or information to a user or customer. In one aspect of the invention, goods, service or information are provided to the user via electronic communication, such as through a telephone, videophone or other computer link, as determined by the steps of first, establishing communication via the electronic communications device between the user and the system to effect a primary transaction or primary interaction, second, obtaining data with respect to the primary transaction or primary interaction, including at least in part a determination of the identity of the user or prospective customer, third, obtaining at least a second data element relating to the user, fourth, utilizing the primary transaction or primary interaction data along with the at least second data element as factors in determining at least one good, service or item of information for prospective upsell to the user or prospective customer, and offering the item to the prospective customer. In the preferred embodiment, the selection of the proffer of goods, services or information comprises an upsell with respect to the primary transaction or primary interaction data. The offer of the upsell is preferably generated and offered in real time, that is, during the course of the communication initiated with the primary transaction or primary interaction.
PCT/US2002/022616 2001-07-17 2002-07-16 Methods and apparatus for intelligent selection of goods and services in telephonic and electronic commerce WO2003009098A2 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
AU2002320560A AU2002320560A1 (en) 2001-07-17 2002-07-16 Methods and apparatus for intelligent selection of goods and services in telephonic and electronic commerce

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US09/907,724 2001-07-17
US09/907,724 US20020055906A1 (en) 1998-03-11 2001-07-17 Methods and apparatus for intelligent selection of goods and services in telephonic and electronic commerce

Publications (2)

Publication Number Publication Date
WO2003009098A2 WO2003009098A2 (en) 2003-01-30
WO2003009098A3 true WO2003009098A3 (en) 2003-07-17

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Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2002/022616 WO2003009098A2 (en) 2001-07-17 2002-07-16 Methods and apparatus for intelligent selection of goods and services in telephonic and electronic commerce

Country Status (3)

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US (1) US20020055906A1 (en)
AU (1) AU2002320560A1 (en)
WO (1) WO2003009098A2 (en)

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