Cloud Based Customer Relationship Mapping

• US 20170053288A1
• Filed: 08/18/2016
• Published: 02/23/2017
• Est. Priority Date: 08/18/2015
• Status: Abandoned Application

• Current Assignee: Landnexpand LLC
• Original Assignee: Landnexpand LLC
• Inventors: Golden, Jackie Annette
• Application Number:
  US15/240,776
• Publication Number:
  US 20170053288A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 30/01 Customer relationship services
• CPC Class Codes: G06Q 30/0202 Market predictions or forecasting for commercial activities
• CPC Class Codes: H04L 63/08 for authentication of entities cryptographic mechanisms or cryptographic arrangements for entity authentication H04L9/32
• CPC Class Codes: H04L 67/02 based on web technology, e.g. hypertext transfer protocol [HTTP]
• CPC Class Codes: H04L 67/535 Tracking the activity of the user network monitoring arrangements H04L43/00; recording of computer activity G06F11/34

Abstract

Disclosed is a cloud-based system configured to interface with a Customer Relationship Management (CRM) system. The system compliments a mobile and web-based application allowing users to add additional content not supported by a CRM system, such as images, audio files, documents, and other content considered relevant to a client. The System shares content added by one user with other users associated with a client. The System uses the additional content with the content provided by the CRM system to identify new aspects of a client or update existing aspects such as marketing campaigns, sales and customer service. The system &so uses the combined content to generate industry-related predictions to help identify potential business opportunities and employs analytics to predict future customer behavior. The System may then deliver the relevant information generated by the System to the client-associated user(s).

Claims

1. A customer relationship management and development system, comprising:

an application server having a front end, a business logic module and a database;

a web server having a device management module, a sync service module an authentication service module, and an SQL staging database;

a plurality of customer profiles each having a fixed number of primary data fields and a plurality of secondary data fields;

a plurality of data links; and

a plurality of end user application comprising;

a means for selecting and retrieving a profile from said plurality of customer profiles;

a means for editing said profile; and

a means for creating a new customer profile and adding it to said plurality of customer profiles,

wherein said plurality of customer profiles is stored in said database of said application server,

wherein said web server is configured to synchronize data between said application server and one or more computing platforms, and

wherein said web server communicates with said plurality of end user applications over said data inks, allowing for the retrieval, editing, and creation of profiles within said plurality of customer profiles.

2. The customer relationship management and development system of claim 1, wherein one or more of said plurality of end user applications is a mobile application.

3. The customer relationship management and development system of claim 2, wherein one or more of said plurality of data links comprises a radio communications system.

4. The customer relationship management and development system of claim 3, wherein data is transferred over said radio communications system in XML format.

5. The customer relationship management and development system of claim 1, further comprising a computing platform having a central processing unit, a memory, a data storage a network interface, and a customer relationship management system, wherein said web server synchronizes data between said application server and said customer relationship management system.

6. The customer relationship management and development system of claim 5, wherein said customer relationship management system has an application programming interface through which said web server communicates with said customer relationship management system.

7. The customer relationship management and development system of claim 5, wherein said customer relationship management system communicates with said web server using HTML.

8. The customer relationship management and development system of claim 1, further comprising:

a plurality of customer financial data;

a plurality of business opportunities;

a plurality of raw data provided through said plurality of end user applications; and

a data integration module configured to transform said plurality of raw data into a plurality of processed data,

wherein said business logic module is configured to retrieve said plurality of customer financial data, said plurality of business opportunities, and said plurality of processed data from said data integration module, and

wherein said business logic module is configured to produce a report of the viability of said plurality of business opportunities based on said plurality of customer financial data and said plurality of processed data.

9. A customer relationship management and development system, comprising:

a cloud platform having an application server, a web server, and a plurality of data links;

a customer relationship management application having a user interface, an administrator interface, an application engine, a database, and a sync manager;

a plurality of customer profiles, each having a fixed number of primary data fields and a plurality of secondary data fields; and

a plurality of end-user applications, comprising;

a means for selecting and retrieving a profile from said plurality of customer profiles;

a means for editing said profile; and

a means for creating a new profile and adding it to said plurality of customer profiles,

wherein said application server has a front end, a business logic module, and a database,

wherein said web server has an authentication module and an SQL staging database,

wherein said plurality of customer profiles is stored in said database of said application server,

wherein said web server is configured to synchronize data between said application server and said customer relationship management application, and

wherein said web server communicates with said plurality of end user applications over said data links, allowing for the retrieval, editing, and creation of profiles within said plurality of customer profiles.

10. The customer relationship management and development system of claim 9 wherein the web server and the customer relationship management application are part of the application server.

11. The customer relationship management and development system of claim 9 wherein the customer relationship management application comprises a server distinct from the web server.

12. The customer relationship management and development system of claim 10 wherein the web server comprises a server distinct from the application server.

13. The customer relationship management and development system of claim 9 further comprising one or more internet-connected customer relationship management servers wherein the customer relationship management application runs on said one or more internet-connected customer relationship management servers.

14. The customer relationship management and development system of claim 9 wherein at least one of said plurality of end-user applications is a program running on a remote computing device.

15. The customer relationship management and development system of claim 14 wherein said program is a mobile application, and wherein said remote computing device is a mobile platform.

16. The customer relationship management and development system of claim 9 wherein at least one of said plurality of end-user applications is a web application.

17. The customer relationship management and development system of claim 9 further comprising a plurality of raw data provided through one or more of said plurality of end user applications,

wherein said cloud platform further comprises one or more algorithms configured to transform said plurality of raw data into a plurality of computable data,

wherein said cloud platform is configured to analyze said plurality of computable data and generate an output therefrom, and

wherein said one or more of said plurality of end user applications is configured to retrieve said output and transform said output into a human-perceivable signal.

18. A method for the collection and documentation of complex customer requirements, the method comprising:

providing an application server having an application server database and a business logic application;

providing a web server having an SQL staging database;

providing a customer relationship management system with customer account information;

providing customer financial data;

providing an end-user application;

entering raw data into said end-user application;

transferring said customer account information from said customer relationship management system to said web server;

transferring said customer financial data to said web server;

transferring said raw data to said web server;

converting said raw data into processed data using optical character recognition and a voice-to-text algorithm;

integrating said customer account information, said customer financial data, said raw data, and said processed data into integrated data in said SQL staging database;

transferring said integrated data to said application server database;

analyzing said integrated data with said business logic application to determine if a business opportunity exists;

qualifying said business opportunity with said business logic application using said integrated data;

defining a customer business model with said business logic application;

managing work flow with said business logic application using said integrated data;

acquiring new customer account data from the customer relationship management system;

acquiring new customer financial data;

entering new raw data into the end-user application;

updating said integrated data into updated integrated data with said new customer account data, said new customer financial data, and said new raw data; and

managing work flow changes with said business logic application using said updated integrated data.

19. The method for the collection and documentation of complex customer requirements of claim 18, wherein the end-user application is a mobile application.

20. The method for the collection and documentation of complex customer requirements of claim 18, further comprising:

analyzing said processed data with language analytics to create an analyzed data set; and

determining customer preferences from said analyzed data set with said business logic application.