122 results about "Business relationship management" patented technology

The present invention provides a solution to the needs described above through an improved method and apparatus for an improved security system mechanism in a business applications management system platform. The security management system partitions a number of business objects into a number of hierarchical domains. A security list is then created and configured to grant a member the right to perform a security operation on the business object located within the hierarchical domain. The security list is created by adding the security operation to the security list, applying the security operation to one of the multiple domains, and adding members to the security list.

A system and method for sequential decision-making for customer relationship management includes providing customer data including stimulus-response history data, and automatically generating actionable rules based on the customer data. Further, automatically generating actionable rules may include estimating a value function using reinforcement learning.

A method for implementing a guest profiling program that utilizes guest profiles, which. are developed and expanded by information gathered from various sources and managed in a central Guest Relationship Management System (GRMS). The GRMS is a web-architected internet application. The primary interface between the GRMS and hotel systems is a connection to each hotel's property management system (PMS). The GRMS extracts data from PMSs. PMS data is updated to the central GRMS for processing. The core application logic includes capabilities to identify reservations with attributes and to match guest reservations extracted from each hotel's PMS with profiled guests. Both automated and user-initiated data manipulation processes utilize the central GRMS profiles and PMS data to generate outputs designed to increase the quality and timeliness of services and to assist marketing efforts. The web-based architecture of GRMS enables consistent data sharing and processing capabilities with a plurality of hotels.

Uniform subject and object oriented data structure adopted in computing device to efficiently store, distribute and process data in a variety of applications. Said data structure comprised of multiple complementary subparts that together and independently facilitate communication (of inputs and outputs) through one or more defined interfaces to facilitate secure access and coordination between given individual subject(s) and other real (physical or metaphysical) entities. Methods are also disclosed that work in tandem with the data structure and interface components to enable and require a single or given human user or other individual personal subject (belonging to a secure AFFIRM network) to maintain exclusive (private) self-control over at least one virtual domain that represents themselves (their actions and their relationships).

A method for outputting information about a person includes identifying the person utilizing a wireless system upon entry into a physical location, and also includes locating the person within the physical structure. An engagement plan is retrieved based on the identification of the person and output. The engagement plan has information useful for interacting with the person. The engagement plan is created based at least in part on personal information of the person, the preferences of the person, and the past transactions of the person. A system for outputting information about a person, such as a customer, includes an object carried by the person, which is capable of being identified by a wireless system. A wireless interface communicates with the object. A computing device correlates the identification of the object with the person. An output device outputs information relating to the person.

Techniques for managing identities are provided. In some examples, identity management, authentication, authorization, and token exchange frameworks may be provided for use with mobile devices, mobile applications, cloud applications, and / or other web-based applications. For example a mobile client may request to perform one or more identity management operations associated with an account of a service provider. Based at least in part on the requested operation and / or the particular service provider, an application programming interface (API) may be utilized to generate and / or perform one or more instructions and / or method calls for managing identity information of the service provider.

A Customer Relationship Management (CRM) system includes a CRM Client, CRM Engine, and Relational Database Management System (RDBMS). The CRM Client, CRM Engine, and RDBMS integrate a suite of services that allow users to plan, manage, and execute promotional or marketing campaigns, build customer segments, score customers, and analyze customer behavior, product purchases, and response to promotional campaigns. The services include an automated Analytic Data Set Creation service, which simplifies and automates the process of creating analytic data sets useful for modeling and analysis out of operational data stored in the relational database, and a Response Modeling service, which automatically creates promotion response models to score individual customers based on that model in order to predict which customers are most likely to respond to a future promotional campaign.

The invention provides in one form a relationship management system comprising a memory in which is maintained an interaction database of interaction data representing interactions customers and merchants, retrieval means arranged to retrieve, based on a set of criteria a promotional group subset of the customers stored in the interaction database a promotion atnalyser arranged to retrieve from the interaction database data representing interactions involving customers in the promotional group; and display means arranged to display a representation of the retrieved interaction data.

A system for providing relationship management in an auction environment is disclosed. The system includes a relationship management system and an auction system. The relationship management system and the auction system are communicatively coupled to one another. The relationship management system is configured to provide access to a relationship management function in conjunction with access to the auction system.

Embodiments of the invention provide a method, system and computer program product for automating customer relationship management (CRM) tasks responsive to inbound and outbound messages. In an embodiment of the invention, a method of automating CRM tasks responsive to inbound and outbound messages is provided. The method includes determining a context for a message such as an e-mail, monitoring a set of manual operations performed by an end user in a CRM application subsequent to the determination of the context of the message, grouping the set of manual operations into an automated task for the CRM application, and storing a rule associating the automated task with the context. Thereafter, in response to detecting receipt of a new message, a context is matched for the new message to the rule and the automated task associated with the rule is triggered.

A method and system for transmitting information pertaining to marijuana over a network for communication, advertisement, commerce, marketplace, customer relationship, content management, accounting and / or verification.

A relationship management system uses a database to store contact information related to a number of contacts and to store a number of folders, each of which reference one or more of the contacts within the database. The relationship management system also stores a set of contact-user pairs defining known relationships between users of the relationship management system and the contacts stored in the database. For each contact-user pair, an opt-in field indicating if the contact-user relationship is to be available for use in determining which users know a specified user is stored. If the opt-in flag is set, information pertaining to the nature of the relationship between the user and the contact, such as a relationship description, an indication of the type or strength of the relationship, etc. is also stored. At any desired time, a user may implement a user-contact reference routine to determine which users know a specified contact. The user-contact reference routine accesses the contact-user pairs within the database to determine the users which are associated with a contact-user pair that references the specified contact and that has an opt-in flag set to enable the contact-user relationship to be discovered. The user-contact reference routine then lists all of the determined users and may display the relationship information stored for each discovered contact-user pair.

Embodiments of the invention include methods, apparatuses, and articles of manufacture for generating and using virtual reality simulations to conduct market research and related activities. An immersive visualization center may be used to manage relationships with customers, choosers, shoppers, and users. The visualization center may allow customers (or other relevant parties) to interact with virtual representations of products or solutions in a virtual reality environment appropriate for the product. The immersive visualization center may also include a physical mock-up of the environment and or products simulated by the virtual reality simulation.

A method, system and computer program product for touch screen interface utilization during forms generation in a CRM system is provided. The method includes logically subdividing into different discrete portions, a touch screen of a mobile computing device and associating each with a particular record field for a multiplicity of different records in the CRM system. The method also includes selecting a particular one of the different records through the touch screen and receiving handwritten input on the touch screen and converting the handwritten input into computer recognizable text. Thereafter, the computer recognizable text is provided as text input to a field of the selected record corresponding to a portion of the touch screen in which the handwritten input is received. Finally, the method includes generating and displaying in the touch screen a form utilizing the text input of the field of the record in the CRM system.

Embodiments of the invention provide virtual reality tools and simulations used for improved health care customer management. The virtual reality tools may be used by a product manufacturer or seller to assist in relationship management with health care partners including identifying improved solutions for a variety of problems, strengthening infection prevention processes and systems, improving order and flow in the operating room and other care-delivery environments, identifying benefits from new products, providing techniques for evaluating new health care systems and processes, etc.

A system and method for managing an insurance company's relationships with service providers is disclosed. Data about a service provider's performance is obtained for a variety of metrics. Performance rating models and business rules may be used to evaluate the data and to rate the performance of service providers. The resultant ratings can be used as a basis for recommending service providers to customers. Feedback may be provided to the service providers so as to inform them of their competitive position relative to other service providers.

A method and computer program product for managing information about transactions occurring in a physical establishment includes gathering information about multiple transactions at a physical establishment, and storing the information as metadata. A byte stream corresponding to the metadata is generated. Several elements of the metadata are associated with a particular session based on predefined criteria.

A method and system are disclosed for managing customer relationships, in part using a short range communications network. A business entity service center may include a Bluetooth station for detecting Bluetooth devices within range of the service. Once the station detects a Bluetooth device within range, the user of the device is given the opportunity to subscribe to the system. Once a customer subscribes to the system, the next time the customer's Bluetooth device is detected within range of the entity service center, a variety of personalized customer services may be performed for that customer. For example personalized welcome messages and / or discount offers may be sent to the detected Bluetooth device.

A customer relationship management (CRM) system and method accessible via a network. The system comprises: a user interface that provides distributed access for customers and support providers to case information within the CRM system; a case management system for managing customer cases, wherein the case management system includes a system for assigning cases to different tiers within a support provider hierarchy; and a compliance tracking system that determines customer compliance and provides a compliance indicator on customer case management pages.

The invention relates to a customer relationship management system based on a cloud call center. The system is characterized in that the system comprises a call center voice platform subsystem and a customer relationship management subsystem; the call center voice platform subsystem is deployed on a cloud computing application platform, so that a call center resource is clouded; the customer relationship management subsystem is based on the call center voice platform subsystem, and is used as an upper layer service application oriented a final user; and the user uses the customer relationship management subsystem to manage the customers. According to the invention, a unified page display and component adaptation technology is used; the system has strong business customization and extension abilities; and a good technical base is provided for the combination of the system and a cloud computing technology.

A system comprising a virtual environment; users, each associated with a client computer, are represented by avatars within the virtual environment. Data collected by the virtual environment from enterprise data systems pertaining to users' activities relating to each of the users' historical performance on business-related tasks, is attributed to each respective user's character or entity within the virtual environment and the users receive game-related incentives within the virtual environment based on the collected data.

The present invention provides computer-based systems and methods directed to maintaining a database of user profiles based, respectively, on user interaction with third-party systems. The invention includes the processes of: accessing a unique user profile associated with a unique user; automatically collecting, by an agent module executing on a processor associated with a first system, data associated with the unique user based at least in part on the unique user's interaction with a system unassociated with the first system; evaluating by the processor the collected data and searching available databases to identify potential items of interest to the unique user based at least in part on the unique user profile and the collected data; determining a set of predicted items of interest to the unique user from the identified potential items of interest; and presenting at a display associated with the unique user data representing the set of predicted items of interest. In one implementation, the invention provides an intelligent agent possessing a level of “awareness” concerning individual users associated with user profiles or accounts and is adapted to access private and public databases, websites, resources, and other systems to efficiently collect, filter and deliver / present content and resources of interest to the individual user in a predictive fashion.

Embodiments of the invention include methods, apparatuses, and articles of manufacture for generating and using virtual reality simulations to conduct market research and related activities. An immersive visualization center may be used to manage relationships with customers, choosers, shoppers, and users. The visualization center may allow customers (or other relevant parties) to interact with virtual representations of products or solutions in a virtual reality environment appropriate for the product. The immersive visualization center may also include a physical mock-up of the environment and or products simulated by the virtual reality simulation.

Uniform subject and object oriented data structure adopted in computing device to efficiently store, distribute and process data in a variety of applications. Said data structure comprised of multiple complementary subparts that together and independently facilitate communication (of inputs and outputs) through one or more defined interfaces to facilitate secure access and coordination between given individual subject(s) and other real (physical or metaphysical) entities. Methods are also disclosed that work in tandem with the data structure and interface components to enable and require a single or given human user or other individual personal subject (belonging to a secure AFFIRM network) to maintain exclusive (private) self-control over at least one virtual domain that represents themselves (their actions and their relationships).

Embodiments of the present invention provide a method, system and computer program product for automated action building in a CRM system based upon social networking data changes detected in a social network. In an embodiment of the invention, a method for automated action building in a CRM system based upon social networking data changes detected in a social network is provided. The method includes registering different customers in a CRM application for social network monitoring and detecting an event for one of the registered different customers in a social networking system communicatively coupled to the CRM application over a computer communications network. The method additionally includes responding to the event by posting an action in the CRM application for the one of the registered different customers.

The invention relates to an intelligent automobile data recorder and a CRM (customer relationship management) cloud service system. The intelligent automobile data recorder comprises a micro camera, a GPS (global positioning system) module, a mobile communication module, a storage and a CPU (central processing unit) chip. The micro camera is used for shooting videos in real time to record conditions around automobiles; the GPS module is used for recording geographic positions and driving information of the videos shot by the micro camera; the mobile communication module is used for uploading an authorized video shot by the micro camera in a certain time slot and information recorded by the GPS module in the time slot to a CRM cloud service platform through a wireless communication network. The storage is used for storing data. The CPU chip is connected with the micro camera, the GPS module, the mobile communication module and the storage, and is used for packaging the videos and the information recorded by the GPS module and storing the videos and the information into the storage. The intelligent automobile data recorder and the CRM cloud service system have the advantages that sharing of interested parties on the videos can be realized through the CRM cloud service platform, and follow-up services as needed can be also provided for the automobiles or drivers in case of automobile accidents.

A customer relationship management system is disclosed for matching a given work item with an agent. The system includes a database to hold customer information, agent information, and system information, and a network contact center server operative to receive the given work item from the customer and route it to the agent based at least in part on the information in the database. The network contact center server is configured to control the conduction of an automated web dialogue with the customer via a separate web server and is further configured to control the conduction of an automated voice dialogue with the customer via an interactive voice response system. The automated web dialogue and the automated voice dialogue are thereby both conductable under the control of the network contact center server.

A system and method of managing online social networking which includes identifying a plurality of users related to a primary user on a social networking tool using a computer. The method and system identifies a plurality of activities performed by the plurality of users on the social networking tool, and assigning a score to each of the activities. A threshold cumulative score for users to enter a group is defined. The system and method evaluates the activities of each of the users, and calculates a cumulative score for each of the users based on their respective activities, and evaluates the cumulative score of each of users in relation to the group. One or more of the plurality of users who meet the threshold cumulative score are assigned to the group. A status for each user in the group based on their cumulative score is determined.

Embodiments of the invention provide a method, system and computer program product for automated selection of a channel of support dependant upon the behavior of the customer. In one embodiment, a method for agile channeling inquiries to a customer relationship management system can be provided. The method can include receiving an inquiry from a customer to a customer relationship management system over a computer communications network. The method also can include inspecting an environment pertaining to the inquiry and matching the inspected environment to a specific channel of communication amongst multiple different channels of communication supported by the customer relationship management system, for example Web content, an e-mail, a live chat and a live phone call. Finally, the method can include responding to the inquiry through the matched specific channel of communications. In this way, a specific channel of communication can be selected to optimally respond to the inquiry.