Client Relationship Management

• US 20110153642A1
• Filed: 12/21/2009
• Published: 06/23/2011
• Est. Priority Date: 12/21/2009
• Status: Abandoned Application

• Current Assignee: International Business Machines Corporation
• Original Assignee: International Business Machines Corporation
• Inventors: O'Sullivan, Patrick Joseph, Stern, Edith Helen, Willner, Barry E.
• Application Number:
  US12/643,768
• Publication Number:
  US 20110153642A1
• Time in Patent Office: Days
• US Class Current: 707/769
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

Managing a relationship between an organization and clients of the organization based on data stored on a server by the organization includes determining that data stored on the server represents a prospective interaction between a member of the organization and a client of the organization, searching the server for additional data related to the client of the organization, and providing a suggestion for optimizing the interaction to at least the member, the suggestion being based on a logical deduction made from the data representing the interaction and the additional data returned as a result of the searching.

Claims

1. A method for managing a relationship between an organization and clients of said organization based on data stored on a server by said organization, the method comprising:

determining that data stored on said server represents a prospective interaction between a member of said organization and a client of said organization;

searching said server for additional data related to said client of said organization; and

providing a suggestion for optimizing said interaction to at least said member, said suggestion being based on a logical deduction made from said data representing said interaction and said additional data returned as a result of said searching.

2. The method of claim 1, in which said data stored on said server that represents said prospective interaction comprises data entered by a user of a computer application through a workstation communicatively coupled to said server.

3. The method of claim 2, in which said computer application comprises at least one of an email application and a scheduling application.

4. The method of claim 3, in which said searching said server is performed in response to said user creating a scheduled event in said scheduling application, said scheduled event representing said prospective interaction between said member of said organization and said client of said organization.

5. The method of claim 2, in which said member of said organization and said user of said computer application are the same person.

6. The method of claim 2, in which said searching said server is performed in response to a request from an administrator.

7. The method of claim 2, in which said determining if said data stored on said server represents a prospective interaction between said member and said client further comprises detecting an identifier within a text field associated with said computer application, said identifier being associated with said client.

8. The method of claim 2, in which said searching said data on said server is limited by a set of restrictions as to which data may be searched.

9. The method of claim 2, in which said data on said server further comprises data manually entered to a database of said server, said data being related to said client of said organization.

10. The method of claim 1, further comprising generating a report based on said data representing said prospective interaction and said additional data returned as a result of said searching.

11. The method of claim 1, in which said suggestion comprises a suggestion to assign said prospective interaction to a different member of said organization.

12. The method of claim 1, in which said suggestion comprises a suggestion that said member of said organization collaborate with an alternate member of said organization that is also interacting with said client.

13. The method of claim 1, in which said suggestion comprises a suggestion to reschedule said prospective interaction.

14. The method of claim 1, in which said suggestion comprises a suggestion to use an alternate means of communication for said prospective interaction

15. A system for managing a relationship between an organization and clients of said organization based on data stored on a server by said organization, said system comprising:

a server comprising;

a processor;

a memory communicatively coupled to said processor, said memory comprising executable code stored thereon such that said executable code, when executed by said processor, causes said processor to;

determine that data stored on said memory represents a prospective interaction between a member of said organization and a client of said organization;

search said memory for additional data related to said client of said organization; and

provide a suggestion for optimizing said interaction to at least said member, said suggestion being based on a logical deduction made from said data representing said interaction and said additional data returned as a result of said searching.

16. The system of claim 15, in which said data stored on said server that represents said prospective interaction comprises data entered by a user of a computer application through a workstation communicatively coupled to said server.

17. The system of claim 16, in which said computer application comprises at least one of an email application and a scheduling application.

18. The system of claim 17, in which said searching said server is performed in response to said user creating a scheduled event in said scheduling application, said scheduled event representing said prospective interaction between said member of said organization and said client of said organization.

19. The system of claim 15, in which said suggestion comprises a suggestion to assign said prospective interaction to a different member of said organization.

20. A computer program product for managing a relationship between an organization and clients of said organization based on data stored on a server by said organization, said computer program product comprising:

a computer readable storage medium having computer readable program code embodied therewith, the computer readable program code comprising;

computer readable program code configured to determine that data stored on said server represents a prospective interaction between a member of said organization and a client of said organization;

computer readable program code configured to search said server for additional data related to said client of said organization; and

computer readable program code configured to provide a suggestion for optimizing said interaction to at least said member, said suggestion being based on a logical deduction made from said data representing said interaction and said additional data returned as a result of said searching.