Enhancing insight-driven customer interactions with a workbench
First Claim
1. A method for defining how to optimize customer experiences, the method comprising:
- defining a plurality of prioritized experiences correlating to an interaction strategy, wherein each prioritized experience has at least one associated treatment;
storing the plurality of prioritized experiences for consistent treatment among a plurality of channels;
wherein the step of storing is done to a central repository where the stored experiences are available for application across a plurality of communication channels.
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Abstract
Insight-driven interactions with customers may be enhanced in a holistic approach. A customer relationship management (“CRM”) methodology may include: (1) evaluating a customer strategy; (2) identifying customer segments from a customer base; (3) forming an interaction strategy; (4) defining a series of experiences based on the strategy; (5) applying those interactions with customers during interactions; and (6) monitoring the results of the customer interactions. A computer aid may preferably guide a user through some of these steps. A modular, vendor-independent, centralized, rules-based engine may perform processing to deliver tailored customer experiences, relying on values for prioritized experiences identified through use of the computer aid.
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Citations
35 Claims
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1. A method for defining how to optimize customer experiences, the method comprising:
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defining a plurality of prioritized experiences correlating to an interaction strategy, wherein each prioritized experience has at least one associated treatment;
storing the plurality of prioritized experiences for consistent treatment among a plurality of channels;
wherein the step of storing is done to a central repository where the stored experiences are available for application across a plurality of communication channels. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11)
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13. A computer program stored on a computer readable medium for execution by a computer, the computer program comprising:
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a code segment for defining a plurality of prioritized experiences correlating to an interaction strategy, wherein each prioritized experience has at least one associated treatment;
a code segment for storing the plurality of prioritized experiences for consistent treatment among a plurality of channels;
wherein the code segment for storing stores the prioritized experiences to a central repository where the stored experiences are available for application across a plurality of communication channels. - View Dependent Claims (12, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24)
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25. A system for optimizing customer experiences, the system comprising:
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a workbench analysis subsystem for defining a plurality of prioritized experiences correlating to an interaction strategy, wherein each prioritized experience has at least one associated treatment;
a central repository for storing the plurality of prioritized experiences for consistent treatment among a plurality of channels;
wherein the stored experiences are available for application across a plurality of communication channels. - View Dependent Claims (26, 27, 28, 29, 30, 31, 32, 33, 34, 35)
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Specification