650 results about "Customer relationship management" patented technology

A computer-implemented method for managing a plurality of customer relationship plans may include a step of collecting profile check values from a database of customer data, the collected profile check values including customer data corresponding to profile checks for each of the plurality of customer relationship plans. The collected profile check values may then be applied to predefined selection criteria in one or more of the plurality of customer relationship plans. The selection criteria determines whether a customer relationship plan of the plurality of customer relationship plans applies to a customer. One or more customer relationship plans may then be assigned or de-assigned to each of the selected customers, depending upon whether the applied profile check values satisfy or fail to satisfy the predefined selection criteria, respectively. The assigned customer relationship plan(s) may then be applied and one or more synchronous and / or an asynchronous actions may be carried out upon the occurrence of a selectable customer event, as called for by applied customer relationship plan(s). The profile checks may include one or more plan indicator, such as customer opportunity size, customer size, market segment or a user-definable business event, for example.

Methods and Systems for Global Online Brands Social Networks (BSN) Platform and Framework are disclosed for managing Users' Profiles, brands group lists, Brand user Friends, User created Brand Networks and related Members, Publications, Applications, Services and Communications and Collaborations among users. Further, it also manages brand owners' brand networks and members, and brand experts to enable and facilitate users for branded products and services related sales or e-commerce, marketing, promotion and support services, alternative products and services brands lists. BSN also provides Social Customers Relationship Management (SCRM) and Multi Brand Customers Services Life Cycle (MCSLC) Framework to facilitate brand owners and customers.

A system and method for collecting, filtering, analyzing, distributing and effectively utilizing highly relevant events (such as key business events) in real time, from huge quantities of data. The present invention analyzes both historic and real-time data stemming from operational activity, by interfacing with internal data repositories (such as Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM)), external data sources (such as suppliers and clients), and real time operational systems in order to create an Active Intelligence Platform. This Active Intelligence Platform is positioned as a layer between the organization's data sources and its applications, monitoring inputs and relaying only the important data items to the relevant individuals and / or systems. This allows individuals and systems to respond immediately and effectively to key events.

Software architectures, platforms, and data constructs are disclosed which provide a system for enabling a non-technical or lay user to perform discrete technical tasks necessary to build a complete network-based, multiuser application. The system also allows the user to have a uniform user experience throughout development of the application. For example, the platform can be used to construct and maintain an Internet or online Web site capable of handling e-commerce transactions or can be used to develop a customer relationship management system. A software architecture is described that enables many users to perform a variety of tasks via a wide-area network, such as an enterprise network or the Internet. The architecture has several services, systems, and an extensible database for storing data objects. The database has an underlying structure referred to as a schema that can be extended with previously undefined attributes without having to alter the basic format of the schema. The architecture also includes an integrated platform that enables each of the users to perform the tasks by controlling interaction or communication between the services and systems, and the extensible database.

The demand aggregation system includes buyer sponsored DealRooms, seller sponsored DealRooms, and multiple buyer and multiple seller sponsored DealRooms. Moreover, the demand aggregation system includes a customer relations management (CRM) package. In the CRM package, information on buyer and prospective buyers are loaded into a database that can include information such as: individual name; company name and address; email address; phone number; cell number; products purchased; volumes; time of purchase. Further the CRM package can be integrated with the demand aggregation system as well as a customer resource planning system (e.g., MRP, ERP).

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 system and method for collecting, filtering, analyzing, distributing and effectively utilizing highly relevant events (such as key business events) in real time, from huge quantities of data. The present invention analyzes both historic and real-time data stemming from operational activity, by interfacing with internal data repositories (such as Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM)), external data sources (such as suppliers and clients), and real time operational systems in order to create an Active Intelligence Platform. This Active Intelligence Platform is positioned as a layer between the organization's data sources and its applications, monitoring inputs and relaying only the important data items to the relevant individuals and / or systems. This allows individuals and systems to respond immediately and effectively to key events.

This medical (human and veterinary) CRM and ERP software affects every step of patient interaction: marketing, sales or service-related. It allows management of the workload by distributing the chores among staff members and automates medical and business processes through workflow rules. It enables users to view and update tasks, medical cases, appointments, sales, phone calls, faxes, emails, letters and automatic input of lab results into the patient's medical record. It also serves the needs of people in human resources; finance and inventory control, and integrates with Microsoft Word, Outlook, Excel, Great Plains and other business systems. It delivers detailed diagnostic differentials associated with a likelihood of their applicability to the given patients' record and physician's experience in his contextual situation; selects the most appropriate diagnostic procedures; offers the possibility for the user to implement context-sensitive tutorials; presents a context-sensitive source of information on diseases and medical procedures.

The present invention describes a system for automatically monitoring and managing Service Level Agreements on behalf of Service Providers (such as Application Service providers). The system is based on a specialized SLA language that can translate complex or simple Service Level Agreements into measurable and controllable criterion. The system enables Application Service providers to set up customized Service Level Agreements with customers, and monitor, modify and control all aspects of these agreements, including billing, sales, Customer Relation Management, customer support and Quality of Service. The technology on which the present invention is based is a formula driven language that translates Service Level Agreement details into commands. As such these details can be tracked and processed to produce detailed reports and summaries.

An improved command handler (and database system utilizing the improved command handler) interfaces to a datastore storing item data for a plurality of items and bi-directional modifier data, corresponding to a relation between at least one first item and at least one second item, that represents first text characterizing semantics of a relationship of the at least one first item to the at least one second item, and represents second text characterizing semantics of a relationship of the at least one second item to the at least one first item. The command handler operates, in response to receiving a first-type query command that specifies at least one given item, to access the datastore to identify i) at least one related item that is related to the given item, and identify ii) either the first text or the second text characterizing semantics of the relation between the given item and the at least one related item. The command hander returns i) data corresponding to the at least one related item; and ii) data corresponding to the identified first text and or second text characterizing semantics of the relation between the given item and the at least one related item. Preferably, the data returned in response to the first-type query command identifies the at least one related item. and identifies the first text or second text characterizing semantics of the relation between the given item and the at least one related item. In addition, the command handler preferably supports additional commands that retrieve from the datastore information related to specified objects, object types, and relations.The command handler (and database system) of the present invention may be used in a wide assortment of software applications, including enterprise applications (such as e-business applications, supply chain management applications, customer relationship management applications, decision support applications), the file system in operating systems, web browsers, e-mail applications and personal information management applications. Importantly, the command handler (and database system) provides an efficient mechanism to query the organization of the data elements (and the relationships therebetween) stored and accessed in such software applications, in a manner that efficient and readily adaptable to client-server database systems or other distributed database systems.

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.

The invention discloses an informatization application cluster platform of small and medium enterprises. The informatization application cluster platform comprises a portal management system, an enterprise logistics supply chain resource planning management system, an enterprise resource planning management system, an enterprise distribution resource planning and supply chain management system, an enterprise customer relation management system, an enterprise collaborative working platform management system, an enterprise product data management and product life cycle management system, an enterprise human resource management system, an enterprise operating management talent assessment system, an enterprise educational training network platform integrated system and a decision supporting analysis system. The informatization application cluster platform of the small and medium enterprises has the advantages that: by real-time on-line application and management for a plurality of small and medium enterprises, the safety of the operation data of on-line enterprises can be guaranteed; the investment of economic and technical talents for the informatization application of the small and medium enterprises of China is greatly reduced; an enterprise management bottleneck is optimized; the information technology (IT) application cost of the enterprises is greatly saved; and the implementation of the informatization of the small and medium enterprises is simplified.

A method and system for customer service and support integrated with social networks includes an Internet available server application where consumers and providers can create their profiles, integrate their profiles with existing social network profiles, and collaborate with each other on resolving consumer issues using a workflow engine supported with a rule engine. Consumers may be organized into consumer groups and into federations of consumer groups. Consumer issues may be voted on thereby raising the significance of an issue and / or building a provider's reputation based in part on resolved issues, issue votes, and by reviews and comments. Consumers manage their profiles. Provider profiles are predominately affected by resolved / unresolved issues or positive / negative reviews. Notifications are handled automatically based on configured workflow and rule engine and utilize internal messaging system, emails, SMS and other available social network services (e.g. Facebook, Twitter, etc.).

A system and method for managing an enterprise is provided. The system and method may be based on a layered architecture including a data center that may store all documents and data abstractions for an enterprise. One or more services may interact with an enterprise resource planning system and / or a customer relationship manager to facilitate interaction with the documents and data abstractions. A client access point of the system may include a graphical user interface that includes one or more enterprise management functions for managing the enterprise documents and / or data abstractions. The enterprise management functions may include a user proposal manager, an enterprise proposal manager, a proposal library, a content health manager, an archive library, a bid center, a contracts manager, a resume manager, a debriefing center, and / or a projects manager. The enterprise management functions may re-engineer business processes and enable users to manage all aspects of an enterprise using a single unified interface.

A multi-modal system and method for providing automated directory assistance that can be personalized, and provide current information and promotions from a variety of businesses customers in need of goods and services that can be location sensitive. The multi-modal system can contain a database where business information can be categorized using parameters such as location sensitivity to make dialogs between customers and the system more efficient and valuable. Search results can be presented to customers using algorithms that prioritize the results using weighting schemes based on factors comprising for example proximity, relevancy, location, availability of promotions, and accessibility, and that randomize the prioritized results. The system abstracts the interface to this contact point, allowing businesses and customers to use different types of communication devices, including voice, messaging, web, and wap. Electronic marketing systems such as embedded customer relationship management, e-coupons, e-notifications, and location based services can also be included.

Disclosed are data processing apparatus, systems, and methods, implemented over a gaming network for providing for disposition of promotional offers in a wager-based gaming environment. A monitoring engine is coupled to receive an identification of a promotional offer associated with a customer relationship management program in the wager-based gaming network as having an unredeemed status. A determining engine is coupled to determine that the promotional offer having the unredeemed status has one or more attributes satisfying one or more parameters to designate the promotional offer for an auction. Such designation is independent of real-time wager-based game play in the gaming network. An auction control engine is coupled to provide the designated promotional offer as an item to be auctioned in the wager-based gaming network. An auction resolution engine is coupled to generate a report including data indicating results of the auction. The report can be output to provide the auction results data as a part of customer relationship management data maintained by the customer relationship management program in the wager-based gaming network.

A method and system is provided having a webpage for posting ideas integrated with on-demand customer relationship management. The website associated with the page may be stored in a tenant area of a multitenant database to facilitate maintaining multiple websites for different tenants. A webpage may be sent to a client that includes a plurality of sections, each including at least one idea related to an improvement of a product. Votes may be received for at least one of the plurality of sections. A determination may be made of a Total Qualitative Management Criterion (TQMC) for each section of the website, by applying an increasing function of time to newer votes to enable relative weightings of older votes to diminish over time without requiring computing a decaying time function to determine weightings for each vote. A product modification may be determined based on the TQMC for each section.

A Customer Relationship Management (CRM) system that dynamically builds predictive models. The system is used by business users who are unfamiliar with the art of data mining. A model-building mechanism in a data mining subsystem is presented with a training segment consisting of records with appropriate input attributes and an output attribute to be predicted; the model-building mechanism builds a model in the form of a business measure that can subsequently be applied to make predictions against other like segments.

A Customer Relationship Management (CRM) system that incorporates predictive models. The system is used by business users who are unfamiliar with the art of data mining. The predictive model, which is constructed by a model-building mechanism in a data mining subsystem, accepts the appropriate input attributes, performs calculations against a segment comprised of records, and generates an output attribute.

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).

The present invention discloses a method and system for generating, analyzing and decoding a two-dimensional barcodes representing, for example, the contents of a business card or contact information in stored in a PDA or mobile phone. In an embodiment of the invention, a process is provided for generating a two-dimensional barcode from the contact information stored in a software database such as a Personal Information Manager (PIM), Customer Relationship Manager (CRM), PDA or mobile phone contact list. The contact data is exported from the database or handheld device into a standardized format such as vCard that is broadly used for exchanging contact information. The vCard data strings are encoded into Base64 and converted into the Unicode universal character set that provide wide ranging compatibility for various language scripts including many non-western character scripts. The data strings are encrypted and from which a unique two-dimensional barcode is generated that can be imprinted on business cards or on other printed material. In another embodiment of the invention, business cards and other printed material having a two-dimensional barcode generated by the invention can be quickly scanned such that the barcoded contact information is analyzed and converted for compatible use with numerous types of software such as personal information managers (PIM), Customer Relationship Managers (CRM), or electronic device contact lists without the need for supplementary user intervention.

Information is received from a plurality of CRM / SFA sources within an operating environment and is mapped to specific business processes. Transactional data, learning systems information, technical support information and usage data is aggregated and used to provide a dimensional model of the data. The present invention provides a mapping view of technology usage to one or more business practices and reflects, among other things, the extent to which customer relationship management technology is impacting sales representative performance.

A method (and corresponding database system) for displaying in a view window information characterizing semantics of relations between objects. For each given relation between at least one subject object and at least one direct object, bi-directional modifier data is stored that represents first text characterizing semantics of a relationship of the at least one first object to the at least one second object, and represents second text characterizing semantics of a relationship of the at least one second object to the at least one first object. In response to predetermined user input associated with an object node displayed in the view window, a set of relations whose at least one subject object or at least one direct object is associated with the object node is identified. For at least one relation in the set of relations, the view window is updated to include a second node comprising a graphical representation of: the first text of the given relation in the event that the given object is a subject object in the given relation, or the second text of the given relation in the event that the given object is a direct object in the given relation. The second node may be a relation node associated with a given relation, or a mixed node associated with a relation-type pair. In response to predetermined input with a second node, the second node may be expanded to identify and display one or more object nodes (identifying direct object(s) of relations derived from expansion of a subject object associated therewith or identifying subject object(s) of relations derived from expansion of a direct object associated therewith). Preferably, this expansion routine is recursive in nature.The method (and database system) of the present invention may be used in a wide assortment of software applications, including enterprise applications (such as e-business applications, supply chain management applications, customer relationship management applications, decision support applications), the file system in operating systems, web browsers, e-mail applications and personal information management applications. Importantly, the method (and database system) provides an easy, user friendly and efficient mechanism to define, view and query the organization of the data elements (and the relationships therebetween) stored and accessed in such software applications, in a manner that conveys the real-world meaning of such 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.

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.

KnowledgeByGo is a knowledge based Internet application service provider system (ASP), that tracks and analyzes browser behavior in real-time. Data analysis is delivered to the website owner or marketing agent to decide if a real time response or off line campaign needs to be initiated. KnowledgeByGo allows real-time behavioral tracking and prediction; customer relation management; one-to-one banner manager; site analysis reporting service; industry wide marketing research reports; product management; order processing; secure payment system; and customer contact manager. Subscribers get the immediate benefits of: collaborative filtering; real-time behavioral prediction; up-selling and / or cross-sell selling; banner advertisement income; Customer Relation Management (CRM); one-to-one banner management; site analysis reporting server; network-wide sales and marketing reports; product content and online pricing spidering; site management, backend product management, backend order processing, RMA processing, secured payment system, customer contact manager, price-search engine utility, and consolidated participation purchasing.

The invention comprises a method and apparatus for providing a game of chance player (casino player) customer relationship management system for players serviced within a business that are being provided to a casino establishment by an independent broker (called an independent representative or junket) service.

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 method, system and program product for authenticating a user seeking to perform an electronic service request is provided. The method includes verifying user identity data received from a user requesting an electronic service, detecting whether or not any variances are found based on the set of user profile data associated with the user seeking to perform the electronic service requested, identifying the risk level for the electronic service based on whether or not any variances are found and any characteristics thereof, if any variances are found, applying one or more business policies or rules for handling any variances that are found. The method further includes issuing to the user, using a customer relationship management system, a challenge corresponding to the risk level identified for the electronic service requested, and authorizing the user to perform the electronic service requested only if a correct response is received to the challenge issued.

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.