CUSTOMER LOYALTY DEVELOPMENT SYSTEM

• US 20090164303A1
• Filed: 02/04/2008
• Published: 06/25/2009
• Est. Priority Date: 12/21/2007
• Status: Abandoned Application

• Current Assignee: Edgewater Partners LLC
• Original Assignee: Edgewater Partners LLC
• Inventors: Doyle, Mary Beth, Goulart, Robert, Doyle, Jeffrey T.
• Application Number:
  US12/025,380
• Publication Number:
  US 20090164303A1
• Time in Patent Office: Days
• US Class Current: 705/10
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0251 Targeted advertisements

Abstract

Described are computer implemented techniques for developing customer loyalty by receiving customer data from a user, processing and maintaining the customer data in a relational database and producing alerts for the user based at least in part on the processed customer data. The techniques also feature accepting orders from the user for messages or gifts to be sent to customers identified in the customer data.

Claims

1. A computer implemented method for developing customer loyalty, the method comprising:

receiving customer data from a user;

processing and maintaining the customer data in a database;

producing alerts for the user based at least in part on the processed customer data; and

accepting orders, from the user, for messages or gifts to be sent to customers identified in the customer data.

2. The method of claim 1, wherein the alerts are sent to one or more user contacts via email.

3. The method of claim 1, wherein the alerts are accessed by the user via a web interface that comprises a link to a listing of outstanding alerts.

4. The method of claim 1, further comprising:

receiving prospect data from the user;

processing and maintaining the prospect data in a database;

producing alerts for the user based at least in part on the prospect data; and

accepting orders, from the user, for messages or gifts to be sent to prospects identified in the prospect data.

5. The method of claim 1, wherein customer data is received from the user in batches.

6. The method of claim 5, wherein a batch of customer data is received in the form of a file from a File Transfer Protocol server and the file is parsed by a batch server to extract customer data and store the customer data in the relational database.

7. The method of claim 1, further comprising:

generating in response to a user request, a report that summarizes activity of a plurality of accounts that are arranged in a hierarchy with the report including those accounts for which the user has been granted a level of access to information in the account based on the hierarchy.

8. The method of claim 7, wherein at least one user account is given access to information about the usage of one or more other user accounts.

9. The method of claim 7, wherein at least one account is used to select the orders that may be placed with other user accounts.

10. The method of claim 7, wherein at least one account is only able to access data for customers that have been assigned to that account.

11. The method of claim 7, wherein at least one account is used to generate alerts for other user accounts.

12. The method of claim 5, further comprising:

extracting customer data from a user'"'"'s legacy system to transmit a formatted file summarizing the data

transmitting the formatted file to a batch server that parses the file and updates customer data in the relational database based on the contents of the formatted file.

13. The method of claim 1, wherein processing and maintaining customer data in the relational database comprises

identifying and merging duplicate entries.

14. The method of claim 1, wherein processing and maintaining customer data in the relational database comprises

updating an address by comparing the address in the relational database to the a post office listing for the customer.

15. The method of claim 1, further comprising producing a report summarizing how many of the user'"'"'s customers have different addresses listed in the post office and in the user'"'"'s data.

16. An apparatus comprising a display, rendering a graphical user interface comprising:

a profile section that allows a user to input and edit information about itself in a relational database;

a customers section that allows the user to input and edit information about the user'"'"'s customers in the relational database;

an alerts section that list current alerts specific to the user'"'"'s customers and active loyalty management programs; and

an orders section that allows the user to enter or approve orders for personalized messages to be sent to the user'"'"'s customers.

17. The apparatus of claim 16, wherein the graphical user interface further comprises a prospects section that allows the user to input and edit information about prospects in the relational database.

18. A system for managing development of customer loyalty comprising:

a relational database server that stores user data comprising customer information;

a batch server that processes user input files to update relational database entries on the relational database server; and

a web server that allows users to access their data and provides services comprising;

editing the user data;

receiving alerts generated based at least in part on the customer data; and

approving orders for generation of messages and gifts for customers.

19. The system of claim 18, further comprising a File Transfer Protocol server configured to receive user input files and pass them to the batch server.

20. The system of claim 18, further comprising a data extraction tool that interfaces to one or more relational databases in a user network and summarizes customer data from the user relational databases in one or more files, which are formatted to allow the batch processor to parse the files.

21. A computer program product tangibly stored on a machine-readable media comprising instructions that when executed by one or more processing devices cause the processing device to:

receive customer data from a user;

process and maintain the customer data in a relational database;

produce alerts for the user based at least in part on the customer data; and

accept orders for personalized messages or gifts to be sent to customers identified in the customer data.

22. The one or more machine-readable media of claim 21, wherein processing and maintaining customer data in the relational database comprises updating an address by comparing the address in the relational database to the a post office listing for the customer, which is accessed through the post office website.