Apparatus and method for online advice customer relationship management
First Claim
1. A method, comprising:
- identifying, via a computing device, a list of a plurality of service seekers, each respective service seeker of the service seekers having previously received a service from a particular service provider, as identified from at least one service transaction record stored in a service transaction record database for at least one service transaction between the respective service seeker and the particular service provider;
presenting a single user interface to the particular service provider, the single user interface including;
the list of the service seekers;
first user interface elements to select a subset of the service seekers; and
at least one second user interface element selectable to activate at least one command;
receiving, from the particular service provider using the first user interface elements in the single user interface, a selection of at least one service seeker having previously received a service from the particular service provider; and
in response to receiving an activation of the command, processing the at least one service seeker to manage communications between the at least one service seeker and the particular service provider according to the command.
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Accused Products
Abstract
An apparatus and method for online advice customer relationship management are described. The method includes the determination of a service provider ID code from a requesting service provider. Once a service provider ID code is determined, a list of service seekers that have received advice regarding a field of service from a service provider corresponding to the service provider ID code is generated. Once generated, the listing of service seekers is displayed via a customer management screen. As such, system administrators, as well as the service providers themselves, may view listings of service seekers in order to provide relationship management of the service seekers, such as for example, providing incentives to service seekers for follow-up advice, as well as blocking undesired service seekers from further contact with the service provider.
361 Citations
21 Claims
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1. A method, comprising:
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identifying, via a computing device, a list of a plurality of service seekers, each respective service seeker of the service seekers having previously received a service from a particular service provider, as identified from at least one service transaction record stored in a service transaction record database for at least one service transaction between the respective service seeker and the particular service provider; presenting a single user interface to the particular service provider, the single user interface including; the list of the service seekers; first user interface elements to select a subset of the service seekers; and at least one second user interface element selectable to activate at least one command; receiving, from the particular service provider using the first user interface elements in the single user interface, a selection of at least one service seeker having previously received a service from the particular service provider; and in response to receiving an activation of the command, processing the at least one service seeker to manage communications between the at least one service seeker and the particular service provider according to the command. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17)
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18. A non-transitory computer readable storage medium storing instructions configured to instruct a computing device to perform a method, the method comprising:
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identifying a list of a plurality of service seekers of a particular service provider based on records stored in a transaction database, wherein the transaction database stores records of service transactions between respective service seekers and respective service providers, including the particular service provider; presenting a single user interface to the particular service provider, the single user interface including; the list of the plurality of service seekers of the particular service provider; first user interface elements to select a subset of the service seekers; and at least one second user interface element selectable to activate at least one command; receiving, from the particular service provider using the first user interface elements in the single user interface, a selection of at least one service seeker; in response to receiving an activation of the command using the second user interface element, processing the at least one service seeker to manage communications between the at least one service seeker and the particular service provider according to the command.
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19. A system, comprising:
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a processor configured to identify a list of a plurality of service seekers, each respective service seeker of the service seekers having previously received a service from a service provider, as identified from at least one service transaction record stored in a service transaction record database for at least one service transaction between the respective service seeker and the particular service provider; and a communication device configured to present a single user interface to the particular service provider, the single user interface including; the list of the service seekers; first user interface elements to select a subset of the service seekers; and at least one second user interface element selectable to activate at least one command; wherein the communication device is further configured to receive, from the particular service provider using the first user interface elements in the single user interface, a selection of at least one service seeker; and wherein the processor is further configured to, in response to receiving an activation of the command, process the at least one service seeker to manage communications between the at least one service seeker and the particular service provider according to the command. - View Dependent Claims (20, 21)
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Specification