Method and system for interfacing clients with relationship management (RM) accounts and for permissioning marketing

• US 20060229943A1
• Filed: 05/02/2006
• Published: 10/12/2006
• Est. Priority Date: 04/14/2000
• Status: Active Grant

• Current Assignee: Mathias and Company Incorporated
• Original Assignee: Mathias and Company Incorporated
• Inventors: Mathias, Peter, L'Etraz, Paris De
• Granted Patent: US 7,788,120 B2
• Time in Patent Office: Days
• US Class Current: 705/14.660
• CPC Class Codes: G06Q 10/0633 Workflow analysis
• CPC Class Codes: G06Q 30/016 After-sales
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0269 based on user profile or attribute
• CPC Class Codes: G06Q 50/01 Social networking

Abstract

A system and method for interfacing a client with a client relationship management (RM) account database. The client RM account database includes an entry for the client, and the entry for the client includes a fields of data. The RM provides an environment for product and relationship management to jointly conduct client analysis, planning and delivery in a coordinated and measurable fashion. The RM includes user terminals for use by relationship managers and product managers. A network communicatively couples the user terminals, which is in turn coupled to a server.

Claims

1-12. -12. (canceled)

13. A method of exchanging information between a client and at least one of a plurality of service providers, comprising:

defining a plurality of client objectives,

defining a plurality of permissioning rules associated with each of the service providers in accordance with the defined client objectives,

organizing information exchanged between the client and at least one of the plurality of service providers in accordance with the permissioning rules, and

displaying information exchanged between the client and at least one of the plurality of service providers in accordance with the permissioning rules,

whereby information exchanged between the client and the service provider is organized in accordance with permissioning rules reflecting client objectives.

14. The method of claim 13 wherein the step of defining a plurality of permissioning rules comprises defining a plurality of permissioning rules in accordance with at least one product associated with the service provider.

15. The method of claim 13 wherein the step of defining a plurality of permissioning rules comprises defining a plurality of permissioning rules in accordance with at least one person associated with the service provider.

16. The method of claim 13 wherein the step of defining a plurality of permissioning rules comprises defining a plurality of permissioning rules in accordance with at least one project associated with the service provider.

17. The method of claim 13 wherein the step of defining a plurality of permissioning rules comprises defining a plurality of permissioning rules in accordance with at least one service associated with the service provider.

18. A method of exchanging information between a client and at least one of a plurality of CRM systems, the at least one of the plurality of CRM systems being associated with a service provider CRM system, the method comprising:

defining a plurality of client objectives,

defining, via a client portal, a plurality of permissioning rules associated with the service provider in accordance with the defined client objectives,

organizing information exchanged between the client and the service provider in accordance with the permissioning rules, and

displaying, via a client portal, the information exchanged between the client and the service provider in accordance with the permissioning rules,

whereby information exchanged between the client and the service provider is organized in accordance with permissioning rules reflecting client objectives.

19. The method of claim 18 wherein the step of defining a plurality of permissioning rules comprises the step of introducing into a client portal a field associated with a service provider CRM system.

20. The method of claim 18 wherein the step of displaying, via a client portal, the information exchanged between the client and the service provider in accordance with the permissioning rules comprises limiting the displayed information to information which the client wishes the service provider to observe.