Customer information system
First Claim
1. A system for managing customer information, comprising:
- a database configured to store customer information;
a system server in communication with said database, wherein said system server is configured to;
receive information extracted from an incoming communication, and cross-reference said extracted information with said customer information of said database to obtain cross-referenced customer information; and
a client workstation in communication with said system server, wherein said client workstation is configured to;
display a list of incoming communications, receive said cross-referenced information from said system server, display said cross-referenced information in response to a user'"'"'s selection of a communication in said list, receive updated customer information input by said user, and pass said updated customer information to said system server.
3 Assignments
0 Petitions
Accused Products
Abstract
A system is provided for managing incoming communications placed in response to advertising, online content, and/or special service numbers. Information extracted from incoming communications can be received by a system server and cross-referenced with a database to obtain cross-referenced customer information pertaining to previous customer communications in the form of online communications, telephone calls, and/or in person customer meetings. The cross-referenced customer information can be passed to a client workstation and displayed to the user in the form of an industry-specific template formatted in accordance with the business needs of the user. The template can be automatically populated with the cross-referenced customer information. The user can view and update the customer information, thereby maintaining a retrievable record of the communication. With regard to the multi-housing industry in particular, customer information can be displayed in the form of a guest card template and/or a service card template.
77 Citations
51 Claims
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1. A system for managing customer information, comprising:
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a database configured to store customer information;
a system server in communication with said database, wherein said system server is configured to;
receive information extracted from an incoming communication, and cross-reference said extracted information with said customer information of said database to obtain cross-referenced customer information; and
a client workstation in communication with said system server, wherein said client workstation is configured to;
display a list of incoming communications, receive said cross-referenced information from said system server, display said cross-referenced information in response to a user'"'"'s selection of a communication in said list, receive updated customer information input by said user, and pass said updated customer information to said system server. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16)
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17. A method for managing customer information, comprising:
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viewing a list of incoming communications;
selecting one of said communications from said list;
viewing previously stored customer information pertaining to said selected communication;
entering additional customer information pertaining to said selected communication; and
saving said additional customer information. - View Dependent Claims (18, 19, 20, 21, 22, 23, 24)
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25. A method for processing customer information, comprising:
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receiving cross-referenced customer information from a system server;
displaying a list of incoming communications;
displaying said cross-referenced information in response to a user'"'"'s selection of a communication in said list;
receiving updated customer information input by said user; and
passing said updated customer information to said system server. - View Dependent Claims (26, 27, 28, 29, 30, 31, 32, 33, 34)
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35. A method for processing customer information, comprising:
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receiving information extracted from an incoming communication;
cross-referencing said extracted information with customer information of a database to obtain cross-referenced customer information;
sending said cross-referenced customer information to a client workstation;
receiving updated customer information from said client workstation; and
storing said updated customer information in said database. - View Dependent Claims (36, 37, 38, 39, 40, 41)
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42. A method for displaying customer information, comprising:
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receiving customer information input by a user;
receiving cross-referenced information;
automatically populating a template with said cross-referenced information;
displaying said template to said user. - View Dependent Claims (43, 44, 45, 46, 47)
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48. A method for managing customer information, comprising:
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receiving customer information;
passing said customer information to a system server;
receiving cross-referenced information from said system server;
automatically populating a template with said cross-referenced information;
displaying said template to a user;
receiving updated customer information input by said user; and
passing said updated customer information to said system server. - View Dependent Claims (49, 50, 51)
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Specification