US20070088606A1 - Data collection and dissemination system with terminal having literature distribution - Google Patents

Abstract

Certain embodiments of the present invention provide a system for collecting and disseminating customer data and for distributing real estate marketing literature. The system includes a customer terminal, which is in communication with a data center, which, in turn, is in communication with a business terminal. The customer terminal includes a device for inputting customer data and a device for distributing relevant marketing literature. The customer data is sent to the data center, where it is stored for subsequent retrieval by a sales person using the business terminal.

Description

RELATED APPLICATIONS
• This application claims priority from serial no. 60/728,042, filed Oct. 17, 2005, and serial no. 60/772,531, filed Feb. 10, 2006, which are both hereby incorporated by reference.
BACKGROUND OF THE INVENTION
• In the field of real estate, and in particular the new home market, there is a need to identify customers that may potentially purchase homes. Such customers—often called “leads”—typically attend an “open house” or showcase weekend with the goal of evaluating a property to determine if they want to purchase it. At a showcase weekend, real estate professionals such as sales people try to meet each customer personally and, in the process, ascertain customer data such as his or her name, contact information, price range, and property preferences.
• In some instances, showcase weekends are so busy that, regardless of the sales staff's efforts, some customers visit the property but are never approached personally. In these situations, a never approached customer may become discouraged because his or her questions regarding the property are not answered. Moreover, because the promotional materials are expensive to produce (especially for upscale communities), marketing literature (e.g., brochures, pamphlets, flyers, and the like) is rarely left out for pickup. Accordingly, customers often leave a showcase weekend with little or no information regarding the property and its offerings while the sales staff fails to collect leads.
• Additionally, even when a sales person has the ability to talk directly with a customer, that customer may prefer not to interface directly with the sales person. For example, the customer may be intimidated by overly aggressive salespeople; or, the customer may simply want to view the property, retrieve relevant marketing literature, and leave without investing much time.
• Thus, a need exists for a device that can—without the involvement of a sales person—collect customer data, provide customers with relevant marketing literature, and disseminate the customer data to the sales staff.
BRIEF SUMMARY OF THE INVENTION
• Certain embodiments of the present invention provide a system for collecting and disseminating customer data and for distributing marketing literature. The system includes a customer terminal, which is linked (by wire or wirelessly) to a data center, which, in turn, is linked (by wire or wirelessly) to a business terminal.
• A customer can input his customer data into the customer terminal and receive real estate marketing literature dispensed or otherwise made available by the customer terminal. The data center receives the customer data from the customer terminal and stores it. A sales person can operate the business terminal to access the customer data from the data center.
• In use, a customer may approach a customer terminal positioned in the lobby of the sales office of a new community and filled with real estate marketing literature related to one or more of the properties being sold within that community. The customer inputs his or her name, contact information, price range, and purchase criteria. The customer terminal (or data center) then determines which product literature is relevant to the customer, and provides that literature to the customer. Information regarding the customer's name, contact information, price range, purchase criteria, and what literature he or she was provided is transmitted to the data center. Subsequently, sales people can use the business terminals to access such information to follow up on the “leads”.
• Optionally, the customer terminal can be configured to provide the same product literature to all customers. Thus, there would be no need for determining which product literature to provide to a customer.
• Optionally, a terminal can function as both a customer terminal and a business terminal for use by both customers and sales people (at different times). Such a terminal can send customer data to the data center and access customer data from the data center.
• Optionally, a terminal can function as a customer terminal, business terminal, and data center. Such a terminal can collect customer data from customers and store it locally for later retrieval by sales people.
BRIEF DESCRIPTION OF SEVERAL VIEWS OF THE DRAWINGS
• FIG. 1 illustrates a perspective view of a customer terminal according to an embodiment of the present invention.
• FIG. 2 illustrates a block diagram of a system for collecting and disseminating customer data and for distributing marketing literature according to an embodiment of the present invention.
• FIG. 3 illustrates a flowchart of a method of operation of a customer terminal according to an embodiment of the present invention.
• FIG. 4 illustrates a perspective view of an alternative customer terminal according to an embodiment of the present invention.
DETAILED DESCRIPTION OF THE INVENTION
• FIG. 1 illustrates acustomer terminal100 that may be used to collect data from real estate customers (e.g., potential buyers) and distribute to them real estate marketing literature (e.g., brochures, pamphlets, flyers, and the like). Thecustomer terminal100 includes achassis102 that houses adisplay104,keyboard106, andtrough108 along a front surface110 of thechassis102. While thechassis102 is depicted as substantially rectangular, it is to be appreciated that the shape is merely exemplary of a preferred embodiment. Thechassis102 is configured to support the remaining components of thecustomer terminal100.
• Thechassis102 also houses a controller, memory, and a literature bin that are located fully within thechassis102 and not illustrated. The literature bin is loaded by an operator with marketing literature.
• Thedisplay104 may be any known display device capable of displaying information for a customer to view. For example, thedisplay104 could comprise a video screen employing CRT, LCD, DLP, or LCOS technology; or, also for example, thedisplay104 could comprise a LED. Thedisplay104 is controlled by the controller in accordance with program software stored in the memory and input received by thekeyboard106.
• Thetrough108 is configured to receive marketing literature dispensed from the literature bin in response to a customer's input at thekeyboard106.
• FIG. 2 illustrates a block diagram of asystem200 for collecting and disseminating customer data and for distributing marketing literature. Thesystem200 includes a plurality ofcustomer terminals100 connected to adata center202 viacommunication links212. Thecommunication links212 may be wired or wireless. Awired communication link212, for example, could be established through a modem, cable internet connection, direct wired electrical connection, or any other known wired connection. Awireless communication link212, for example, could be established through a wireless LAN, wireless WAN, cellular communication channel, or any other known wireless connection.
• Thesystem200 also includes a plurality ofbusiness terminals204,206,208, and210 connected to thedata center202 viacommunication links214. Like thecommunication links212, thecommunication links214 may be wired or wireless. Optionally, thebusiness terminals204,206,208, and210 may be personal computers with Internet access.
• FIG. 3 illustrates a flowchart of a preferred method ofoperation300 of thecustomer terminal100. Themethod300 comprises a number of steps302-326 (odd numbers excluded). Themethod300 begins and proceeds in response to customer input using thekeyboard106. For example, atstep302, the customer may hit the “enter” button on thekeyboard106 in response to an instruction on a “welcome screen” on thedisplay104. Atstep304, a customer may hit the “y” button in response to whether or not he wishes to initiate a transaction.
• Once initiated, thedisplay104 on thecustomer terminal100 prompts the customer to input a user profile instep306. The user profile is then recorded instep308 to the memory located within thecustomer terminal100. Optionally, the user profile may be immediately transmitted to thedata center202.
• The user profile solicited from, and input by, customers may vary. However, a typical user profile may include the following, and may be displayed in a table on thedisplay104 as follows:

  DATA TYPE	DATA INPUT
  NAME	John Customer
  ADDRESS	2346 Fake St.
  CITY	SAN DIEGO
  STATE	CA
  ZIP CODE	92118
  EMAIL	JOHNDOE@EMAIL.COM
  PHONE NO.	(619) 555-9923
  HOW DID YOU HEAR ABOUT US?	Internet
  PROPERTY CRITERIA	2 BR/2 BA
  TIME TO PURCHASE	6 Months
  PRICE RANGE	$450,000-$600,000
  WORKING WITH AN AGENT?	Yes
  IF SO, WHO?	Joe Broker
  AGENCY	Roe & Doe Real Estate
  AGENT PHONE NO.	(858) 555-3456

• It is to be appreciated that the user profile outlined in the Table above is merely exemplary of the types of user profiles which might be input at thecustomer terminal100.
• After the user profile is input, themethod300 proceeds to step310, which prompts the customer to input data regarding properties in which he is interested in order to create a property profile. The property profile may include specific properties, architectural styles, floor plans, models, etc. of which the customer is interested. The property profile is then recorded instep312 to the memory located within thecustomer terminal100.
• Instep314, thecustomer terminal100 transmits the user profile and property profile (both of which are generally referred to herein as customer data) to thedata center202. Thedata center202 stores the customer data on an internally-located memory (not shown). Additionally, instep318, thedata center202, through use of an internally-located controller (not shown), analyzes the customer data to determine which pieces of marketing literature thecustomer terminal100 should potentially disseminate to the customer.
• Instep318, thedisplay104 asks the customer whether he or she wants to receive marketing literature. If the customer declines the offer by, for example, pressing button “n” on thekeyboard106, themethod300 proceeds to step326 and ends.
• If the customer accepts the offer by, for example, pressing button “y” on thekeyboard106, themethod300 proceeds to step322, and the applicable marketing literature is dispensed into thetrough108. The customer can then retrieve the marketing literature from thetrough108.
• Optionally, thecustomer terminal100 can be configured to dispense the applicable marketing literature only after verifying a portion of the customer's user profile. For example, the customer terminal100 (or the data center202) could send an email to the email address provided to verify that it is a valid email address. If the email address is invalid, the customer terminal100 (or the data center202) should receive a “bounced back” email or error message. Thus, thesystem200 can be configured to provide for the dispensing of marketing materials only if a “bounced back” email or error message is not received within a set period of time, such as 5 seconds.
• Instep324, thecustomer terminal100 informs thedata center202 that the applicable literature was dispensed. Themethod300 then ends atstep326.
• A short lag time after themethod300 ends,step302 is automatically activated and the “welcome screen” returns to thedisplay104.
• The customer data that is stored in thedata center202 can be downloaded to, or otherwise accessed by, thebusiness terminals204,206,208, and210, Thus, sales people may use thebusiness terminals204,206,208, and210 to access the user profiles and property profiles of customers in order to follow up on leads, better identify potential buyers, identify customers that do not have agents, and more efficiently match customers with the properties of their interest.
• FIG. 4 illustrates analternative customer terminal400 in accordance with an embodiment of the present invention. Thecustomer terminal400 includes achassis402 that has a convexfront surface404. Thefront surface404 includes aplacard holder406,display408, left and rightaudio speakers410,keyboard412,door414, andprinter slot416.
• While thechassis402 is depicted as having a convexfront surface404, it is to be appreciated that the shape of thechassis402 is merely exemplary of a preferred embodiment. Thechassis402 is configured to support the other components of thecustomer terminal400.
• Thechassis402 also houses a controller, memory, literature bin, and printer that are located fully within thechassis402 and not illustrated. The literature bin is loaded by an operator with marketing literature and is accessible via thedoor414, which swings open along hinges (not shown) positioned along aright edge418 of thefront surface404.
• Thecustomer terminal400 is similar to that of thecustomer terminal100 but with some notable differences. Thecustomer terminal400 includes theplacard holder406, which allows an operator to exhibit a placard identifying, for example, the new community, the builder, and/or the sales company. Further, unlike thecustomer terminal100, thecustomer terminal400 can prompt the customer through audio output (as well as visual output) due to the addition of thespeakers410. Also, thecustomer terminal400 can print material on demand via the printer, which is located inside thecustomer terminal400 and not illustrated, and dispense the printed material through theprinter slot416. Additionally, while thecustomer terminal100 dispenses marketing literature from a customer-inaccessible literature bin to a customer-accessible trough108, thecustomer terminal400 provides customer access to the literature bin via thedoor414. Thedoor414 is controlled by the controller of thecustomer terminal400 and only unlocks in response to appropriate input on thekeyboard412.
• While certain embodiments of the present invention provide immediate access to marketing literature, other embodiments may provide for the distribution of marketing material via other delivery methods, such as by mail and email.
• While certain embodiments of the present invention distribute marketing literature, other embodiments may provide for the distribution of marketing material in a digital form such as on a CD or other digital media.
• While certain embodiments of the present invention describe a keyboard as a customer input device, other embodiments may include alternative input devices such as a keypad, touch-screen, mouse, trackball, or microphone.
• While certain embodiments of the present invention describe a data center that determines which pieces of marketing literature the customer terminal should disseminate to a customer, other embodiments may include customer terminals that make the determination locally (without instructions from the data center).
• While certain embodiments of the present invention describe a system for collecting and disseminating customer data and for distributing marketing literature comprising a data center, customer terminals, and business terminals, other embodiments may include dual use terminals that function as both customer terminals and business terminals.
• While certain embodiments of the present invention describe a system for collecting and disseminating customer data and for distributing marketing literature comprising a data center, customer terminals, and business terminals, other embodiments may include a stand-alone terminal that can collect and store a customer's data for later retrieval by a sales person, and distribute marketing material to the customer.
• While certain embodiments of the present invention distribute real estate marketing literature, other embodiments may provide for the distribution of literature regarding other industries or matters.
• While the invention has been described with reference to certain embodiments, it will be understood by those skilled in the art that various changes may be made and equivalents may be substituted without departing from the scope of the invention. In addition, many modifications may be made to adapt a particular situation or material to the teachings of the invention without departing from its scope. Therefore, it is intended that the invention not be limited to the particular embodiment disclosed, but that the invention will include all embodiments falling within the scope of the appended claims.

Claims (21)

1. A system for collecting and disseminating customer data and for distributing literature, the system comprising:

a customer terminal for collecting customer data and for distributing literature;

a data center for receiving said customer data from said customer terminal and for storing said customer data;

and a business terminal for accessing said customer data; and

wherein said customer terminal is linked with said data center, and said data center is linked with said business terminal.

2. The system ofclaim 1, wherein said customer terminal comprises:

an input device for inputting said customer data; and

a literature bin for housing said literature.

3. The system ofclaim 2, wherein said literature bin dispenses said literature.

4. The system ofclaim 2, wherein said literature is housed in said literature bin, and wherein said literature bin is accessible through a controlled door.

5. The system ofclaim 1, wherein said business terminal comprises a computer with Internet access.

6. The system ofclaim 2, wherein said business terminal comprises a computer with Internet access.

7. The system ofclaim 1, wherein said customer terminal and said business terminal comprise a single device.

8. The system ofclaim 2, wherein said customer terminal and said business terminal comprise a single device.

9. The system ofclaim 2, wherein said customer terminal further comprises a visual display.

10. The system ofclaim 9, wherein said customer terminal further comprises one of a printer and an audio speaker.

11. A customer terminal for collecting customer data and distributing literature, comprising:

a visual display for displaying information to a customer;

an input device for inputting customer data; and

a literature bin for distributing literature.

12. The customer terminal ofclaim 11, further comprising one of a printer and an audio speaker.

13. The customer terminal ofclaim 11, wherein said literature is dispensed after at least a portion of said customer data is verified.

14. The customer terminal ofclaim 11, wherein said literature bin dispenses said literature.

15. The customer terminal ofclaim 11, wherein said literature is housed in said literature bin, and wherein said literature bin is accessible through a controlled door.

16. The customer terminal ofclaim 11, wherein said customer terminal is configured to transmit said customer data to a separate device.

17. The customer terminal ofclaim 11, wherein said input device is one of a keyboard, keypad, touch-screen, mouse, trackball, or microphone.

18. A method of collecting potential home buyer leads and distributing promotional materials, said method comprising the steps of:

receiving at a customer terminal customer data entered via an input device;

transmitting said customer data from said customer terminal to a data center; and

after receiving said customer data at said data center, dispensing promotional materials from said customer terminal.

19. The method ofclaim 18, further comprising: accessing via a business terminal said customer data stored at said data center.

20. The method ofclaim 18 wherein said dispensing comprises releasing a door to a literature bin.

21. The method ofclaim 18 wherein said customer data includes user profile data and property profile data.

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