Methods and systems for defining, applying and executing customer care relationship plans
First Claim
1. A computer-implemented method for managing a plurality of customer relationship plans, comprising the steps of:
- collecting profile check values from a database of customer data of a plurality of customers, the collected profile check values including customer data corresponding to profile checks for each of the plurality of customer relationship plans, the profile checks including at least one plan indicator selected from a group consisting of customer opportunity size, customer size and market segment;
applying the collected profile check values to predefined selection criteria in at least one of the plurality of customer relationship plans, the selection criteria defining at least one of a predetermined profile check value threshold that must be exceeded and a condition that must be satisfied for a customer relationship plan of the plurality of customer relationship plans to apply to a customer of the plurality of customers;
selectively assigning or de-assigning at least one customer relationship plan to selected customers of the plurality of customers depending upon whether the applied profile check values satisfy or fail to satisfy the predefined selection criteria, respectively;
organizing all customer relationship plans assigned to a given customer of the selected customers into a plan portfolio for the given customer;
applying the at least one assigned customer relationship plan and carrying out, upon occurrence of a selectable customer event, at least one of a synchronous and an asynchronous action, as called for by the at least one applied customer relationship plan, anddetecting changed profile check values for each of the plurality of customer relationship plans and carrying out at least the collecting and applying steps when the detecting step detects a changed profile check value.
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Accused Products
Abstract
A computer-implemented method for managing a plurality of customer relationship plans may include a step of collecting profile check values from a database of customer data, the collected profile check values including customer data corresponding to profile checks for each of the plurality of customer relationship plans. The collected profile check values may then be applied to predefined selection criteria in one or more of the plurality of customer relationship plans. The selection criteria determines whether a customer relationship plan of the plurality of customer relationship plans applies to a customer. One or more customer relationship plans may then be assigned or de-assigned to each of the selected customers, depending upon whether the applied profile check values satisfy or fail to satisfy the predefined selection criteria, respectively. The assigned customer relationship plan(s) may then be applied and one or more synchronous and/or an asynchronous actions may be carried out upon the occurrence of a selectable customer event, as called for by applied customer relationship plan(s). The profile checks may include one or more plan indicator, such as customer opportunity size, customer size, market segment or a user-definable business event, for example.
965 Citations
48 Claims
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1. A computer-implemented method for managing a plurality of customer relationship plans, comprising the steps of:
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collecting profile check values from a database of customer data of a plurality of customers, the collected profile check values including customer data corresponding to profile checks for each of the plurality of customer relationship plans, the profile checks including at least one plan indicator selected from a group consisting of customer opportunity size, customer size and market segment; applying the collected profile check values to predefined selection criteria in at least one of the plurality of customer relationship plans, the selection criteria defining at least one of a predetermined profile check value threshold that must be exceeded and a condition that must be satisfied for a customer relationship plan of the plurality of customer relationship plans to apply to a customer of the plurality of customers; selectively assigning or de-assigning at least one customer relationship plan to selected customers of the plurality of customers depending upon whether the applied profile check values satisfy or fail to satisfy the predefined selection criteria, respectively; organizing all customer relationship plans assigned to a given customer of the selected customers into a plan portfolio for the given customer; applying the at least one assigned customer relationship plan and carrying out, upon occurrence of a selectable customer event, at least one of a synchronous and an asynchronous action, as called for by the at least one applied customer relationship plan, and detecting changed profile check values for each of the plurality of customer relationship plans and carrying out at least the collecting and applying steps when the detecting step detects a changed profile check value. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16)
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17. A computer system configured for managing a plurality of customer relationship plans, comprising:
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at least one processor; at least one data storage device; a plurality of processes spawned by said at least one processor, the processes including processing logic for; collecting profile check values from a database of customer data of a plurality of customers, the collected profile check values including customer data corresponding to profile checks for each of the plurality of customer relationship plans, the profile checks including at least one plan indicator selected from a group consisting of customer opportunity size, customer size and market segment; applying the collected profile check values to predefined selection criteria in at least one of the plurality of customer relationship plans, the selection criteria defining at least one of a predetermined profile check value threshold that must be exceed and a condition that must be satisfied for a customer relationship plan of the plurality of customer relationship plans to apply to a customer of the plurality of customers; selectively assigning or de-assigning at least one customer relationship plan to selected customers of the plurality of customers depending upon whether the applied profile check values satisfy or fail to satisfy the predefined selection criteria, respectively; organizing all customer relationship plans assigned to a given customer of the selected customers into a plan portfolio for the given customer; applying the at least one assigned customer relationship plan and carrying out, upon occurrence of a selectable customer event, at least one of a synchronous and an asynchronous action, as called for by the at least one applied customer relationship plan, and detecting changed profile check values for each of the plurality of customer relationship plans and carrying out at least the collecting and applying steps when the detecting step detects a changed profile check value. - View Dependent Claims (18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32)
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33. A machine-readable medium having data stored thereon representing sequences of instructions which, when executed by computing device, causes said computing device to managing a plurality of customer relationship plans by performing the steps of:
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collecting profile check values from a database of customer data of a plurality of customers, the collected profile check values including customer data corresponding to profile checks for each of the plurality of customer relationship plans, the profile checks including at least one plan indicator selected from a group consisting of customer opportunity size, customer size and market segment; applying the collected profile check values to predefined selection criteria in at least one of the plurality of customer relationship plans, the selection criteria defining at least one of a predetermined profile check value threshold that must be exceed and a condition that must be satisfied for a customer relationship plan of the plurality of customer relationship plans to apply to a customer of the plurality of customers; selectively assigning or de-assigning at least one customer relationship plan to selected customers of the plurality of customers depending upon whether the applied profile check values satisfy or fail to satisfy the predefined selection criteria, respectively; organizing all customer relationship plans assigned to a given customer of the selected customers into a plan portfolio for the given customer; applying the at least one assigned customer relationship plan and carrying out, upon occurrence of a selectable customer event, at least one of a synchronous and an asynchronous action, as called for by the at least one applied customer relationship plan, and detecting changed profile check values for each of the plurality of customer relationship plans and carrying out at least the collecting and applying steps when the detecting step detects a changed profile check value. - View Dependent Claims (34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48)
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Specification