System and method for retrieving customer information at a transaction center
First Claim
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1. A system for customizing a website in accordance with user profile information the system having a transaction center, the transaction center comprising:
- means for receiving a plurality of user identification data;
means for creating a user profile corresponding to the plurality of user identification data received, wherein the user profile includes a list of products by the user;
means for retrieving the user profile from a profile database;
means for selecting a number of messages from the plurality of company marketing material;
means for generating a dynamic content message by comparing the list of products owned with a plurality of company marketing material having a list of company products to create a marked product list corresponding to products offered by the company and not in the user profile; and
means for configuring a webpage to include the dynamic content message; and
means for displaying the user profile on a customer service terminal.
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Abstract
A method and system for gathering and storing customer profile data when the customer accesses a website location. Dynamic content messages from company marketing material are selected in accordance with the profile data and used to provide a customized webpage to the customer. In addition, a customer service representative can provide real-time updates to the customized webpage when the customer contacts a customer service representative to place a product or service order.
463 Citations
14 Claims
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1. A system for customizing a website in accordance with user profile information the system having a transaction center, the transaction center comprising:
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means for receiving a plurality of user identification data; means for creating a user profile corresponding to the plurality of user identification data received, wherein the user profile includes a list of products by the user; means for retrieving the user profile from a profile database; means for selecting a number of messages from the plurality of company marketing material; means for generating a dynamic content message by comparing the list of products owned with a plurality of company marketing material having a list of company products to create a marked product list corresponding to products offered by the company and not in the user profile; and means for configuring a webpage to include the dynamic content message; and means for displaying the user profile on a customer service terminal. - View Dependent Claims (2, 3, 4, 5)
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6. In a system for providing a customized webpage to a website maintained by a server apparatus, the system including a transaction center in data communication with the server apparatus, the transaction center comprising:
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a database configured to store a customer profile; a switch, coupled to a receiver, configured to retrieve the customer profile from the database when a call is received, and to route the customer profile to a computer workstation; a communication device, coupled to the switch, and configured to place the customer in voice communication with a customer service representative; a processor in data communication with the computer workstation and configured to select a dynamic content message in accordance with the customer profile, the processor further including means for storing a plurality of marketing material having a list of products offered by the company; means for comparing a list of products owned by the customer to the list of products offered to create a marketed product list corresponding to products offered by the company and not in the customer profile; means for comparing the user profile and the marketed product list to the plurality of marketing material; and means for selecting a number of messages from the plurality of marketing material; and a transmitter coupled to the computer workstation and configured to transmit the selected dynamic content message to the server apparatus. - View Dependent Claims (7, 8, 9)
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10. A method for customizing a website in accordance with user profile information comprising the steps of:
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receiving a plurality of user identification data; creating a user profile corresponding to the plurality of user identification data received, wherein the user profile includes a list of products owned by the user; retrieving the user profile from a profile database; selecting a number of messages from the plurality of company marketing material; generating a dynamic content message by comparing the list of products owned with a plurality of company marketing material having a list of company products to create a marketed product list corresponding to products offered by the company and not in the user profile; configuring a webpage to include the dynamic content message; and displaying the user profile on a customer service terminal. - View Dependent Claims (11, 12, 13, 14)
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Specification