Enhanced client relationship management systems and methods with a recommendation engine

• US 20060167942A1
• Filed: 10/27/2005
• Published: 07/27/2006
• Est. Priority Date: 10/27/2004
• Status: Abandoned Application

• Current Assignee: Client Dynamics, Inc.
• Original Assignee: Client Dynamics, Inc.
• Inventors: Lee, David S., Francis, Adel M., Lucas, Scott G.
• Application Number:
  US11/261,140
• Publication Number:
  US 20060167942A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06F 16/904 Browsing; Visualisation therefor for navigating the web G06F16/954; browsing optimisation for the web G06F16/957
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising

Abstract

The present invention relates to an enhanced customer relationship management systems and methods for receiving information objects in a variety of formats from a variety of information sources and communicating the objects to contact. A CRM application may be provided for storing contact-associated information (e.g., keyphrases related to contact interests, contact holdings, etc.), user-associated information in an application database and used to search for objects in at least one information source. Objects retrieved from a search may be presented to the user according to their relevance to the search. The relevance of an object may be determined in accordance with a scoring system where objects are scored and provided in order of their score.

Claims

1. A method of providing a user with information that is of interest to at least one individual comprising:

storing in a database profile data for the at least one individual, wherein the profile data includes at least one keyphrase associated with the at least one individual;

searching in at least one external database for objects in which the at least one keyphrase is utilized;

identifying the objects in which the at least one keyphrase is utilized;

ranking the relevance of the identified objects using the profile data and ranking information, wherein the ranking information includes information for determining the relevance of the identified objects to the at least one individual; and

displaying to the user at least one list of the identified objects in which the at least one keyphrase is utilized, wherein the identified objects in the at least one list are displayed in the order in which the identified objects were ranked as relevant for the at least one individual.

2. The method of claim 1, wherein the at least one individual includes the user.

3. The method of claim 1, wherein the at least one individual includes at least one contact associated with the user.

4. The method of claim 1, wherein the at least one individual includes at least one account associated with the user.

5. The method of claim 1, wherein the ranking information includes information about at least one attribute of an object that is more relevant to the at least one individual than at least another attribute of the object.

6. The method of claim 5, wherein the at least one attribute and the at least another attribute each comprise an attribute category selected from the group consisting of an interest type, publication date, source type, advanced search, and an action taken upon an object, and wherein the at least one attribute and the at least another attribute are different attribute categories.

7. The method of claim 5, wherein the at least one attribute and the at least another attribute comprise an attribute category selected from the group consisting of interest type, publication date, source type, and an action taken upon an object, wherein the at least one attribute and the at least another attribute are the same attribute category, wherein the selected attribute category includes sub-categories, and wherein the at least one attribute and the at least another attribute are different sub-categories of the at least one attribute category.

8. The method of claim 7, wherein the selected attribute category comprises interest type, and wherein the at least one attribute and the at least another attribute each comprise a sub-category of interest type selected from group consisting of personal interests, professional interests, news interests, industry interests, and competitor interests.

9. The method of claim 7, wherein the selected attribute category comprises source type, and wherein the at least one attribute and the at least another attribute each comprise a sub-category of source type selected from the group consisting of web-based sources, text-based sources, portable document format files, video files, audio files, streaming video or audio broadcasts, television broadcasts, radio broadcasts, and telephone conferences.

10. The method of claim 7, wherein the selected attribute category comprises the action taken upon the object, and wherein the at least one attribute and the at least another attribute each comprise a sub-category of the action taken upon the object selected from the group consisting of the user clicking on the object, the user printing the object, the user e-mailing the object, the user saving the object, the user contacting the at least one individual by telephone about the object, and the at least one individual viewing the object.

11. The method of claim 1, wherein the ranking information includes scores assigned to attributes of objects.

12. The method of claim 1, wherein the ranking information includes a score assigned to a first attribute of objects that is greater than a score assigned to a second attribute of objects indicating that the first attribute is more relevant to the at least one individual than the second attribute.

13. The method of claim 1, further comprising providing the user with an opportunity to input that at least one keyphrase is more relevant to the at least one individual than at least another keyphrase, and wherein the profile data includes the information inputted by the user.

14. The method of claim 1, wherein the displaying further comprises displaying to the user at least two lists of the identified objects in which the at least one keyphrase is utilized, wherein the identified objects in each of the at least two lists are displayed in the order in which the identified objects were ranked as relevant for the at least one individual, and wherein each of the at least two lists are associated with a category of keyphrases.

15. The method of claim 1, wherein the displaying further comprises displaying to the user a list of identified objects in which a plurality of keyphrases are utilized, wherein the plurality of keyphrases are associated with a plurality of individuals, wherein the identified objects are displayed in the list in the order in which the identified objects were ranked.

16. The method of claim 15 further comprising displaying at least one individual with at least one of the identified objects in the displayed list, wherein the at least one individual is associated with the at least one of the identified objects based on the at least one keyphrase stored in the profile data.

17. The method of claim 15, wherein the list includes a predetermined number of the highest ranked objects.

18. The method of claim 15, wherein the plurality of individuals includes individuals the user intend on contacting within a specified time period.

19. A system for providing a user with information that is of interest to at least one individual, the system comprising:

a computing device;

a display device;

a database;

at least one external database; and

a software application implemented at least partially on the computing device configured to;

store in the database profile data for the at least one individual, wherein the profile data includes at least one keyphrase associated with the at least one of individual;

search in the at least one external database for objects in which the at least one keyphrase is utilized;

identify the objects in which the at least one keyphrase is utilized;

rank the relevance of the identified objects using the profile data and ranking information, wherein the ranking information includes information for determining the relevance of the identified objects to the at least one individual; and

display to the user on the display device at least one list of the identified objects in which the at least one keyphrase is utilized, wherein the identified objects in the at least one list are displayed in the order in which the identified objects were ranked as relevant for the at least one individual.

20. The system of claim 19, wherein the at least one individual includes the user.

21. The system of claim 19, wherein the at least one individual includes at least one contact associated with the user.

22. The system of claim 19, wherein the at least one individual includes at least one account associated with the user.

23. The system of claim 19, wherein the ranking information includes information about at least one attribute of an object that is more relevant to the at least one individual than at least another attribute of the object.

24. The system of claim 23, wherein the at least one attribute and the at least another attribute each comprise an attribute category selected from the group consisting of an interest type, publication date, source type, advanced search, and an action taken upon an object, and wherein the at least one attribute and the at least another attribute are different attribute categories.

25. The system of claim 23, wherein the at least one attribute and the at least another attribute comprise an attribute category selected from the group consisting of interest type, publication date, source type, and an action taken upon an object, wherein the at least one attribute and the at least another attribute are the same attribute category, wherein the selected attribute category includes sub-categories, and wherein the at least one attribute and the at least another attribute are different sub-categories of the at least one attribute category.

26. The system of claim 25, wherein the selected attribute category comprises interest type, and wherein the at least one attribute and the at least another attribute each comprise a sub-category of interest type selected from group consisting of personal interests, professional interests, news interests, industry interests, and competitor interests.

27. The system of claim 25, wherein the selected attribute category comprises source type, and wherein the at least one attribute and the at least another attribute each comprise a sub-category of source type selected from the group consisting of web-based sources, text-based sources, portable document format files, video files, audio files, streaming video or audio broadcasts, television broadcasts, radio broadcasts, and telephone conferences.

28. The system of claim 25, wherein the selected attribute category comprises the action taken upon the object, and wherein the at least one attribute and the at least another attribute each comprise a sub-category of the action taken upon the object selected from the group consisting of the user clicking on the object, the user printing the object, the user e-mailing the object, the user saving the object, the user contacting the at least one individual by telephone about the object, and the at least one individual viewing the object.

29. The system of claim 19, wherein the ranking information includes scores assigned to attributes of objects.

30. The system of claim 19, wherein the ranking information includes a score assigned to a first attribute of objects that is greater than a score assigned to a second attribute of objects indicating that the first attribute is more relevant to the at least one individual than the second attribute.

31. The system of claim 19, wherein the software application is further configured to provide the user with an opportunity to input that at least one keyphrase is more relevant to the at least one individual than at least another keyphrase, and wherein the profile data includes the information inputted by the user.

32. The system of claim 19, wherein the software application is further configured to display to the user on the display device at least two lists of the identified objects in which the at least one keyphrase is utilized, wherein the identified objects in each of the at least two lists are displayed in the order in which the identified objects were ranked as relevant for the at least one individual, and wherein each of the at least two lists are associated with a category of keyphrases.

33. The system of claim 19, wherein the software application is further configured to display to the user on the display device a list of identified objects in which a plurality of keyphrases are utilized, wherein the plurality of keyphrases are associated with a plurality of individuals, wherein the identified objects are displayed in the list in the order in which the identified objects were ranked.

34. The system of claim 33, the software application is further configured to display at least one individual with at least one of the identified objects in the displayed list, wherein the at least one individual is associated with the at least one of the identified objects based on the at least one keyphrase stored in the profile data.

35. The system of claim 33, wherein the list includes a predetermined number of the highest ranked objects.

36. The system of claim 33, wherein the plurality of individuals includes individuals the user intend on contacting within a specified time period.

37. Machine-readable media for providing a user with information that is of interest to at least one individual, the machine-readable media comprising machine-readable instructions recorded thereon for:

storing in a database profile data for the at least one individual, wherein the profile data includes at least one keyphrase associated with the at least one of individual;

searching in at least one external database for objects in which the at least one keyphrase is utilized;

identifying the objects in which the at least one keyphrase is utilized;

ranking the relevance of the identified objects using the profile data and ranking information, wherein the ranking information includes information for determining the relevance of the identified objects to the at least one individual; and

displaying to the user at least one list of the identified objects in which the at least one keyphrase is utilized, wherein the identified objects in the at least one list are displayed in the order in which the identified objects were ranked as relevant for the at least one individual.

38. The machine-readable media of claim 37, wherein the at least one individual includes the user.

39. The machine-readable media of claim 37, wherein the at least one individual includes at least one contact associated with the user.

40. The machine-readable media of claim 37, wherein the at least one individual includes at least one account associated with the user.

41. The machine-readable media of claim 37, wherein the ranking information includes information about at least one attribute of an object that is more relevant to the at least one individual than at least another attribute of the object.

42. The machine-readable media of claim 41, wherein the at least one attribute and the at least another attribute each comprise an attribute category selected from the group consisting of an interest type, publication date, source type, advanced search, and an action taken upon an object, and wherein the at least one attribute and the at least another attribute are different attribute categories.

43. The machine-readable media of claim 41, wherein the at least one attribute and the at least another attribute comprise an attribute category selected from the group consisting of interest type, publication date, source type, and an action taken upon an object, wherein the at least one attribute and the at least another attribute are the same attribute category, wherein the selected attribute category includes sub-categories, and wherein the at least one attribute and the at least another attribute are different sub-categories of the at least one attribute category.

44. The machine-readable media of claim 43, wherein the selected attribute category comprises interest type, and wherein the at least one attribute and the at least another attribute each comprise a sub-category of interest type selected from group consisting of personal interests, professional interests, news interests, industry interests, and competitor interests.

45. The machine-readable media of claim 43, wherein the selected attribute category comprises source type, and wherein the at least one attribute and the at least another attribute each comprise a sub-category of source type selected from the group consisting of web-based sources, text-based sources, portable document format files, video files, audio files, streaming video or audio broadcasts, television broadcasts, radio broadcasts, and telephone conferences.

46. The machine-readable media of claim 43, wherein the selected attribute category comprises the action taken upon the object, and wherein the at least one attribute and the at least another attribute each comprise a sub-category of the action taken upon the object selected from the group consisting of the user clicking on the object, the user printing the object, the user e-mailing the object, the user saving the object, the user contacting the at least one individual by telephone about the object, and the at least one individual viewing the object.

47. The machine-readable media of claim 37, wherein the ranking information includes scores assigned to attributes of objects.

48. The machine-readable media of claim 37, wherein the ranking information includes a score assigned to a first attribute of objects that is greater than a score assigned to a second attribute of objects indicating that the first attribute is more relevant to the at least one individual than the second attribute.

49. The machine-readable media of claim 37, further comprising machine-readable instructions recorded thereon for providing the user with an opportunity to input that at least one keyphrase is more relevant to the at least one individual than at least another keyphrase, and wherein the profile data includes the information inputted by the user.

50. The machine-readable media of claim 37 further comprising machine-readable instructions recorded thereon for displaying to the user at least two lists of the identified objects in which the at least one keyphrase is utilized, wherein the identified objects in each of the at least two lists are displayed in the order in which the identified objects were ranked as relevant for the at least one individual, and wherein each of the at least two lists are associated with a category of keyphrases.

51. The machine-readable media of claim 37 further comprising machine-readable instructions recorded thereon for displaying to the user a list of identified objects in which a plurality of keyphrases are utilized, wherein the plurality of keyphrases are associated with a plurality of individuals, wherein the identified objects are displayed in the list in the order in which the identified objects were ranked.

52. The machine-readable media of claim 51 further comprising machine-readable instructions recorded thereon for displaying at least one individual with at least one of the identified objects in the displayed list, wherein the at least one individual is associated with the at least one of the identified objects based on the at least one keyphrase stored in the profile data.

53. The machine-readable media of claim 51, wherein the list includes a predetermined number of the highest ranked objects.

54. The machine-readable media of claim 51, wherein the plurality of individuals includes individuals the user intend on contacting within a specified time period.