CUSTOMER RELATIONSHIP MANAGEMENT SYSTEM
First Claim
1. A computer-implemented customer relationship management (CRM) system for use by a plurality of users, the system comprising:
- a plurality of client profiles, each client profile including both a plurality of general dimension which describe non-product specific characteristics of a client associated with the respective client profile, and a plurality of product screens, each client profile comprising a plurality of data parameters, each data parameter having a plurality of data values assignable to it;
wherein the system is configured to provide each user of the plurality of users with access to at least some of the data parameters for a client profile of the plurality of client profiles, via a computer screen, and to permit each user to modify the plurality of data values assignable to each of the at least some data parameters;
wherein the system is further configured to permit each user to save any modified data values as temporary data for the client profile; and
wherein the system is further configured to permit at least one user of the plurality of users to store, in a computer readable medium, the modified data values as updated data values for a corresponding data parameter of the at least some data parameters.
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Abstract
Embodiments of the present invention provide a CRM system for use by a plurality of users. The system includes a plurality of client profiles comprised of general data profiles and product-specific profiles, each comprising a plurality of data parameters. Each client profile template is owned by an administrator. Each product-specific profile is owned (across a given client profile template) by a given product specialist. Each data parameter has a plurality of data values assignable to it and each user has access to at least some of the data parameters for a (non confidential) client profile and is authorized to modify the data value assigned to the data parameter to which he has access. The modified data values can be stored as temporary data for that client profile. At least one user can still directly edit new data values and validate existing temporary data values as updated data values.
44 Citations
28 Claims
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1. A computer-implemented customer relationship management (CRM) system for use by a plurality of users, the system comprising:
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a plurality of client profiles, each client profile including both a plurality of general dimension which describe non-product specific characteristics of a client associated with the respective client profile, and a plurality of product screens, each client profile comprising a plurality of data parameters, each data parameter having a plurality of data values assignable to it; wherein the system is configured to provide each user of the plurality of users with access to at least some of the data parameters for a client profile of the plurality of client profiles, via a computer screen, and to permit each user to modify the plurality of data values assignable to each of the at least some data parameters; wherein the system is further configured to permit each user to save any modified data values as temporary data for the client profile; and wherein the system is further configured to permit at least one user of the plurality of users to store, in a computer readable medium, the modified data values as updated data values for a corresponding data parameter of the at least some data parameters. - View Dependent Claims (3, 4, 5, 6, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 20, 21, 22)
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2. A computer-implemented customer relationship management (CRM) system for use by a plurality of users, the system comprising:
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a plurality of product profiles, each product profile comprising a plurality of data parameters, each data parameter having a plurality of data values assignable to it; wherein the system is configured to provide each user of the plurality of users with access to at least some of the data parameters for a product profile of the plurality of product profiles, via a computer screen, and to permit each user to modify the plurality of data values assignable to the at least some data parameters to which that user has access, and to save any modified data values as temporary data for the product profile; and wherein the system is further configured to permit at least one user of the plurality of users to store, in a computer readable medium, the modified data values as updated data values for a corresponding data parameter of the at least some data parameters. - View Dependent Claims (7, 18, 19, 27, 28)
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23. A computer-implemented customer relationship management (CRM) system comprising:
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a plurality of client profiles, each client profile comprising a first plurality of data parameters, each data parameter of the first plurality of data parameters having a first plurality of data values assignable to it, and an identity of at least one coverage person authorized to validate the first plurality of data values; a plurality of product profiles each product profile comprising a second plurality of data parameters, each data parameter of the second plurality of data parameters having a second plurality of data values assignable to it, and an identity of at least one product specialist authorized to assign data parameters of the second plurality of data parameters to the respective product profile; wherein the system is configured to permit users of the system to make temporary modifications to first and second pluralities of data values, and wherein the system is further configured to permit only the coverage person to validate the temporary modifications. - View Dependent Claims (24)
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25. A method for operating a computer-implemented customer relationship management system for use by a plurality of users, the method comprising steps of:
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(i) creating a plurality of client profiles and product profiles, each client profile comprising a plurality of data parameters, each data parameter having a plurality of data values assignable to it; (ii) permitting each user of the plurality of users to access at least some of the data parameters for a client profile of the plurality of client profiles and to modify the plurality of data values assignable to the at least some data parameters; (iii) storing modified data values as temporary data; and (iv) permitting at least one user of the plurality of users to permanently store the temporary data as validated data on a computer readable medium.
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26. A method for operating a computer-implemented customer relationship management system comprising a plurality of client profiles, the method comprising steps of:
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creating the plurality of client profiles, each client profile comprising a plurality of data parameters, each data parameter having a first plurality of data values assignable to it; for each client profile, designating a creator of the client profile as a coverage person authorized to validate the plurality of data values assigned to each of the plurality of data parameters of the client profile; for each client profile, assigning at least one product profile to the client profile, each product profile having a plurality of data parameters, each data parameter having a second plurality of data values assignable to it, designating a product specialist to each product profile, the product specialist being authorized to assign data parameters to the respective product profile; permitting a user to make temporary modifications to the first and second pluralities of data values; and permitting only the coverage person to validate the temporary modifications.
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Specification