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1. 发明申请

US20080288337A1 Template-Based Targeted Marketing 审中-公开
标题翻译：基于模板的目标营销
公开(公告)号：US20080288337A1
公开(公告)日：2008-11-20
申请号：US11694151
申请日：2007-03-30
申请人： John Snyder , Karen Payne , Jennifer Michael , Rebecca Sroufe , Lauren Vore , Linda Domi , Merle Carr , Chad Anderson
发明人： John Snyder , Karen Payne , Jennifer Michael , Rebecca Sroufe , Lauren Vore , Linda Domi , Merle Carr , Chad Anderson
IPC分类号： G06Q30/00
CPC分类号： G06Q30/02 , G06Q30/0247 , G06Q30/0251 , G06Q30/0276 , G06Q30/0277
摘要： Systems, methods, and computer-readable media provide for the creation of a template-based targeted marketing presentation. According to various embodiments described herein, a sales representative utilizes a workstation to request a marketing presentation for a certain category of customer within a particular market. A presentation engine retrieves applicable up-to-date data corresponding to the customer category and market from a database and uses the data to make one or more Return On Investment (ROI) calculations. One or more presentation templates include data insertion locations. The one or more ROI calculations and other retrieved data is used to populate the data insertion locations of a selected presentation template. Once populated, the resulting marketing presentation is customized with targeted data and statistics for presenting to the customer.
摘要翻译：系统，方法和计算机可读介质提供了创建基于模板的目标营销演示。根据本文描述的各种实施例，销售代表利用工作站来请求针对特定市场内的特定类别的客户的营销呈现。演示引擎从数据库中检索对应于客户类别和市场的适用的最新数据，并使用数据进行一个或多个投资回报（ROI）计算。一个或多个呈现模板包括数据插入位置。一个或多个ROI计算和其他检索的数据用于填充所选择的演示模板的数据插入位置。一旦填充，所产生的营销演示将根据目标数据和统计信息进行定制，以呈现给客户。

2. 发明申请

US20050055337A1 Method and system for data aggregation and retrieval 有权
标题翻译：数据汇总和检索的方法和系统
公开(公告)号：US20050055337A1
公开(公告)日：2005-03-10
申请号：US10656521
申请日：2003-09-05
申请人： Michael Bebo , Merle Carr , Melissa Schneider , Linda Domi , Rebecca Sroufe
发明人： Michael Bebo , Merle Carr , Melissa Schneider , Linda Domi , Rebecca Sroufe
IPC分类号： G06F17/30
CPC分类号： G06F17/30528 , Y10S707/99933 , Y10S707/99943 , Y10S707/99945
摘要： A software module referred to as a content manager is provided for loading and maintaining a variety of data and associated metadata in a computer database. The data may be loaded in the form of individual documents that support business preparation or sales presentations where only one copy of each document is stored in the database. The metadata may be loaded in the form of attributes of the documents. A table of users may also be loaded in the database including a geographic or business division for each user. A role is assigned to the user, thereby granting access privileges to certain views of the database. An online user interface software module is also provided for remote access to the documents. Searches may be conducted by a variety of attributes. Documents may be associated into visual presentations or multiple presentations merged into one presentation. Three types of presentations private, shared, and global are supported. The user may also print, view, or download, email, post to website, or fax the documents and presentations.
摘要翻译：被称为内容管理器的软件模块被提供用于在计算机数据库中加载和维护各种数据和相关元数据。可以以支持业务准备或销售演示的单个文档的形式加载数据，其中每个文档只有一个副本存储在数据库中。元数据可以以文档的属性的形式加载。还可以在数据库中加载用户表，其中包括每个用户的地理或业务部门。角色被分配给用户，从而授予对数据库的某些视图的访问权限。还提供用于远程访问文档的在线用户界面软件模块。搜索可以通过各种属性进行。文档可能与视觉呈现相关联，或多个演示文稿合并成一个演示文稿。支持私有，共享和全球的三种类型的演示。用户还可以打印，查看或下载电子邮件，发布到网站或传真文档和演示文稿。

3. 发明授权

US07181445B2 Aggregating, retrieving, and providing access to document visuals 有权
标题翻译：聚合，检索和提供文档视觉效果的访问
公开(公告)号：US07181445B2
公开(公告)日：2007-02-20
申请号：US10656521
申请日：2003-09-05
申请人： Michael Bebo , Merle Carr , Melissa Schneider , Linda Domi , Rebecca Sroufe
发明人： Michael Bebo , Merle Carr , Melissa Schneider , Linda Domi , Rebecca Sroufe
IPC分类号： G06F7/00 , G06F17/30
CPC分类号： G06F17/30528 , Y10S707/99933 , Y10S707/99943 , Y10S707/99945
摘要： A software module referred to as a content manager is provided for loading and maintaining a variety of data and associated metadata in a computer database. The data may be loaded in the form of individual documents that support business preparation or sales presentations where only one copy of each document is stored in the database. The metadata may be loaded in the form of attributes of the documents. A table of users may also be loaded in the database including a geographic or business division for each user. A role is assigned to the user, thereby granting access privileges to certain views of the database. An online user interface software module is also provided for remote access to the documents. Searches may be conducted by a variety of attributes. Documents may be associated into visual presentations or multiple presentations merged into one presentation. Three types of presentations private, shared, and global are supported. The user may also print, view, or download, email, post to website, or fax the documents and presentations.
摘要翻译：被称为内容管理器的软件模块被提供用于在计算机数据库中加载和维护各种数据和相关元数据。可以以支持业务准备或销售演示的单个文档的形式加载数据，其中每个文档只有一个副本存储在数据库中。元数据可以以文档的属性的形式加载。还可以在数据库中加载用户表，其中包括每个用户的地理或业务部门。角色被分配给用户，从而授予对数据库的某些视图的访问权限。还提供用于远程访问文档的在线用户界面软件模块。搜索可以通过各种属性进行。文档可能与视觉呈现相关联，或多个演示文稿合并成一个演示文稿。支持私有，共享和全球的三种类型的演示。用户还可以打印，查看或下载电子邮件，发布到网站或传真文档和演示文稿。

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