Interaction object
First Claim
1. A system for providing customer relationship management by tracking an interaction with a customer comprising:
- a processor;
a memory coupled to the processor; and
a customer interaction tracking environment residing in the memory and executed by the processor, said customer interaction tracking environment comprising;
a customer interaction tracker to generate one or more interaction objects, each object storing customer interaction data from said interaction with said customer;
a contact tracking storage to store data associated with at least one of said one or more interaction objects; and
an application providing customer relationship management functions to users by retrieving said object storing customer interaction data.
2 Assignments
0 Petitions
Accused Products
Abstract
The present invention provides a system and method for providing customer relationship management by tracking customer interactions. Customer interactions include contact with customers using asynchronous communications such as e-mail, short message service (SMS) text messages from mobile phones, letters and FAXes. The system and method of the present invention include an interaction object for representing customer contact. Interaction objects are generated and stored in contact tracking storage for data that comprises details about customer contact. The interaction object is kept as an independent object outside of order object generating software. The interaction object may also be integrated with customer relationship management application software such as software used for account management. The interaction object may be used in high mass data scenarios to reduce the system resources and processing time needed to track a large volume of customer interactions, such those associated with a marketing campaign. The interaction object may be used to maintain data associated with a customer interaction in a single easily-retrievable format. In one embodiment of the invention, the interaction object is integrated into a reporting framework to provide reporting capabilities. In alternate embodiments of the invention, interaction object archiving is also performed, which is included in campaign archiving to reduce data volume.
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Citations
28 Claims
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1. A system for providing customer relationship management by tracking an interaction with a customer comprising:
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a processor;
a memory coupled to the processor; and
a customer interaction tracking environment residing in the memory and executed by the processor, said customer interaction tracking environment comprising;
a customer interaction tracker to generate one or more interaction objects, each object storing customer interaction data from said interaction with said customer;
a contact tracking storage to store data associated with at least one of said one or more interaction objects; and
an application providing customer relationship management functions to users by retrieving said object storing customer interaction data. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A method for tracking customer interactions, comprising:
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receiving customer interaction data relating to an interaction with a customer;
creating a customer interaction object, said customer interaction object including fields for text of said interaction and data fields for a specific customer interaction including a name of said customer and a date of said interaction; and
storing said customer interaction data in said customer interaction object. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18)
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19. A system for providing customer relationship management by tracking customer interactions comprising
means for receiving customer interaction data relating to a customer interaction; -
means for creating a customer interaction object, said customer interaction object including data fields for a specific customer interaction and text of said interaction;
means for storing said customer interaction data in fields of said customer interaction object. - View Dependent Claims (20)
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21. Computer readable medium storing thereon program instructions that, when executed, cause an executing device to:
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receive customer interaction data relating to an interaction with a customer;
create a customer interaction object, said customer interaction object including fields for text of said interaction and data fields for a specific customer interaction including a name of said customer and a date of said interaction;
store said customer interaction data in fields of said customer interaction object. - View Dependent Claims (22, 23, 24, 25, 26, 27, 28)
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Specification