Methods and systems for customer lifecycle definition and categorization
First Claim
1. A computer-implemented method of categorizing an individual customer, comprising the steps of:
- selecting and storing in a computer a measure on which the status of the individual customer is to be analyzed;
selecting and storing in the computer a calculation period;
computing, on the computer, a lifecycle factor for the individual customer, the lifecycle factor being computed by determining an absolute value of a difference of the selected measure and by multiplying the determined absolute value with a percentage measure growth of the selected measure, both the difference and the percentage measure growth being determined over two selected historical periods within the selected calculation period, andcategorizing, on the computer, the individual customer by evaluating a plurality of categorization criteria, at least one of the plurality of categorization criteria including the computed lifecycle factor.
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Accused Products
Abstract
A computer-implemented method of categorizing a customer includes steps of selecting a measure on which the status of the customer is to be analyzed, selecting a calculation period and selecting a comparison method. A lifecycle factor may then be computed, the lifecycle factor being related to both the size and the growth of the customer according to the selected measure. Both the size and growth are determined over two selected calculation periods using the selected comparison method. Selected customers may then be categorized into one of a plurality of lifecycle stages by evaluating a plurality of categorization criteria, at least one of the plurality of categorization criteria including the computed lifecycle factor. For example, the lifecycle stages may include the stages of New, Growing, Stable, Declining, Defected and/or Insignificant. The lifecycle factor may be computed by determining the absolute value of a difference of the selected measure and by multiplying the determined absolute value with a percentage measure growth of the selected measure, both the difference and the percentage measure growth being determined over two selected periods according to the selected comparison method.
35 Citations
36 Claims
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1. A computer-implemented method of categorizing an individual customer, comprising the steps of:
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selecting and storing in a computer a measure on which the status of the individual customer is to be analyzed; selecting and storing in the computer a calculation period; computing, on the computer, a lifecycle factor for the individual customer, the lifecycle factor being computed by determining an absolute value of a difference of the selected measure and by multiplying the determined absolute value with a percentage measure growth of the selected measure, both the difference and the percentage measure growth being determined over two selected historical periods within the selected calculation period, and categorizing, on the computer, the individual customer by evaluating a plurality of categorization criteria, at least one of the plurality of categorization criteria including the computed lifecycle factor. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
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13. A computer system configured for categorizing an individual customer, 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; selecting and storing in the data storage device a measure on which the status of the individual customer is to be analyzed; selecting and storing in the data storage device a calculation period; computing a lifecycle factor for the individual customer, the lifecycle factor being computed by determining an absolute value of a difference of the selected measure and by multiplying the determined absolute value with a percentage measure growth of the selected measure, both the difference and the percentage measure growth being determined over two selected historical periods within the selected calculation period, and categorizing the individual customer by evaluating a plurality of categorization criteria, at least one of the plurality of categorization criteria including the computed lifecycle factor. - View Dependent Claims (14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24)
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25. A machine-readable medium having data stored thereon representing sequences of instructions which, when executed by a computing device, causes said computing device to categorize an individual customer by performing the steps of:
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selecting and storing in the computing device a measure on which the status of the individual customer is to be analyzed; selecting and storing in the computing device a calculation period; computing a lifecycle factor for the individual customer, the lifecycle factor being computed by determining an absolute value of a difference of the selected measure and by multiplying the determined absolute value with a percentage measure growth of the selected measure, both the difference and the percentage measure growth being determined over two selected historical periods within the selected calculation period, and categorizing the individual customer by evaluating a plurality of categorization criteria, at least one of the plurality of categorization criteria including the computed lifecycle factor. - View Dependent Claims (26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36)
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Specification