Method and System for Managing Customer Relations

• US 20090204472A1
• Filed: 05/22/2005
• Published: 08/13/2009
• Est. Priority Date: 05/23/2004
• Status: Abandoned Application

• Current Assignee: Ori Einhorn
• Original Assignee: Ori Einhorn
• Inventors: Einhorn, Ori
• Application Number:
  US11/569,568
• Publication Number:
  US 20090204472A1
• Time in Patent Office: Days
• US Class Current: 705/10
• CPC Class Codes: G06Q 20/20 Point-of-sale [POS] network systems
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0215 Including financial accounts
• CPC Class Codes: G06Q 30/0238 at point-of-sale [POS]

Abstract

A method and system for managing customer relations by collaborating information for a group of various businesses with different or similar interests or that are complementary to one another. The businesses may even be in competition with one another. The system enables leveraging the overall information in a data collecting system, in order to increase profit and improve customer services, with an emphasis or the users'"'"' privacy. The system operates by dispensing, redeeming and documenting vouchers and information regarding total sales in real time via mobile communications.

Claims

1-14. -14. (canceled)

15. A method of managing customer relations and promoting sales at a point of sale (POS), comprising:

a. analyzing data concerning former purchasing behavior stored in an adaptive data warehouse,

b. determining one or more vouchers to be dispensed to said customer; and

,

c. dispensing one or more vouchers to said customer;

each of said vouchers comprising financial data and merchandise-related data obtained as a result of said analysis.

16. The method according to claim 15, wherein said message is received from said customer'"'"'s mobile communicating means, comprising further identifying said customer in said POS by tracking the present location of said communication device, especially by using GPS, triangulation or any other locating means.

17. The method according to claim 15, comprising further ranking said vouchers, thus determining the order by which said vouchers are dispensed.

18. The method according to claim 17, wherein said ranking is at least partially a function of statistical analysis.

19. The method according to claim 15, comprising further determining the number of vouchers dispensed to one or more customers, customers groups or POSs, according to said data regarding former purchasing behavior.

20. The method according to claim 15, wherein said mobile communicating means is selected from a group including mobile phones, laptop, smart phone, PDA, cellular phone, notebook computer and personal computer.

21. The method according to claim 15, wherein said POS is selected from a mall, store, business, street, shopping center, regions inside a department store, city, entertainment center or any combination thereof.

22. The method according to claim 15, wherein said financial data refers to sum of money, payment terms, discounts, or any combination thereof.

23. The method according to claim 15, wherein said purchasing behavior is selected from a group comprising the customer'"'"'s behavior, customer'"'"'s behavior in said POS, customer'"'"'s behavior at a given time, sum of money spent in one or more business, sum of money spent on one or more fields such as clothing, food, entertainment and others, probability of purchase of one or more customers in one or more businesses obtained as a result of statistical analysis or any combination thereof.

24. The method according to claim 15, comprising further commencing and/or terminating a campaign, based on the number and/or characteristics of the customers requesting one or more vouchers.

25. The method according to claim 15 comprising further receiving the customer'"'"'s decision on whether to document the receipt of said voucher from said customer for further calculations or ignore the receipt of said voucher, thus maintaining the customers'"'"' privacy since no data concerning the customer'"'"'s purchasing behavior is documented.

26. The method according to claim 15 comprising further ciphering the voucher sent to said customer before dispensed, and deciphering said voucher using a vender located adjacent to or in said POS before purchase, thus requiring said customer to keep purchasing data stored in the system.

27. The method according to claim 15, comprising further documenting the receipt of said voucher by said customer and storing it in said data warehouse.

28. The method according to claim 15, comprising further encoding a message from the customer, and/or the voucher, thus safeguarding the customers'"'"' privacy, and sending said encoded message to a POS apparatus, where the message is decoded and delivered to the customer.

29. The method according to claim 15, wherein said merchandise-related data is selected from a group concerning the volume of said merchandise, weight, firm, brand, expiration date.

30. The method according to claim 15, wherein said vouchers are selected from coupons, tickets, or proofs-of-purchase.

31. The method according to claim 15, comprising further receiving a message from a customer concerning the willing of said customer to purchase at said POS.

32. The method according to claim 15, wherein said analyzing is performed in real-time.

33. The method according to claim 32, wherein the last purchase and the movement direction of said customer are considered in said analyzing.

34. The method according to claim 15, wherein one or more of the previous purchases of said customer taken into considerations before determining the vouchers to be dispensed.

35. The method according to claim 15, wherein said data warehouse further comprises a list of patterns relating to customer'"'"'s purchasing behavior, said patterns comprising the frequency of specific purchases, enabling the system to dispense vouchers at the appropriate time in order to increase said frequency.

36. A method of doing business by cooperating between various businesses with different or similar interests thus equitably dispensing vouchers of said businesses to customers to increase the total sales in a point of sale (POS), said method comprising:

a. collecting a plurality of vouchers from said businesses;

b. determining which voucher to send according to purchasing behavior stored in an adaptive database; and

,

c. dispensing at least one voucher to said customer.

37. The method according to claim 36, wherein said voucher additionally comprises data concerning the type of goods or services, discounts, prices, time limits, expiration dates or any combination thereof.

38. The method according to claim 36, wherein keeping the difference and/or the rate between the number of dispensed vouchers relates to one business and the number of vouchers relates to another business lower than a predetermined threshold so as unfair competition among businesses is avoided.

39. The method according to claim 38, wherein said fairness is provided by normalizing the number of vouchers dispensed in a given time period to one or more customers or POSs, or specific groups of customers, while considering the characteristics of said businesses and merchandise.

40. The method according to claim 36, wherein said POS is selected from a mall, store, business, street, shopping center, regions inside a department store, city, entertainment center or any combination thereof.

41. The method according to claim 36, wherein said step of dispensing is performed when the probability aggregated from said statistical analysis is bigger than a first predetermined threshold and smaller than a second predetermined threshold;

said first threshold representing a low likelihood of a customer purchase, and said second threshold representing a high likelihood of a customer purchase.

42. The method according to claim 36 comprising further receiving the customer'"'"'s decision on whether to document or ignore the receipt of said voucher, thus maintaining the customers'"'"' privacy.

43. The method according to claim 36, comprising further documenting the receipt of said voucher by said customer and storing it in said data warehouse.

44. The method according to claim 43, comprising further assuring accurate documentation of purchasing done by said customer while requiring said customer to show said voucher in an apparatus located in or adjacent to said POS before and/or after purchase, such that said documentation obtained is in addition to the businesses documentation.

45. The method according to claim 36, comprising further aggregating data by creating one or more customer profiles, business profiles, purchasing-related profile data, time-related profile, or any combination thereof.

46. The method according to claim 36, comprising further sending said voucher to a point of sale (POS) apparatus, adapted to verify said voucher for the customer and/or business.

47. The method according to claim 36, comprising further providing a vender located in the point of sale (POS) with details of the voucher, sending the voucher code to the system, deciphering the code into the following:

cell phone number, date and expiration, a group of vendors, a specific vendor, the code of product or products, benefits and discounts, performing one or more validity checks for example, confirming the validity of the voucher.

48. A system adapted to promote sales for two or more businesses, which communicate with customers using vouchers, comprising:

a. a messaging system, adapted to send said vouchers to said customers and receive replies from said customers;

b. a data warehouse, adapted to store data selected from customers'"'"' shopping habits, vouchers, financial data concerning said businesses, discounts, merchandise-related data, or any combination thereof;

c. an active CRM Server, adapted to determine the number and order sent to said customer according to the data stored in said database.

49. The system according to claim 48, comprising further at least one point of sale (POS) vender, adapted to receive a ciphered voucher from said customer upon approaching said POS and decipher said voucher so that said customer can use said voucher, such that purchasing data is documented in the system. (Page 13, last paragraph)

50. The system according to claim 49, wherein said POS vender is further comprised of Deciphered Legitimate Present Unit (DPU) and Code Production Unit (CPU) adapted to decipher the voucher received said customer, thus requiring said customer to use said vender unit in said POS apparatus.

51. The system according to claim 50, wherein the data ciphered and deciphered is selected from a group comprising communication device identifying means, date and expiration, one or more vendors, a specific vendor, the code of product or products, benefits and discounts.

52. The system according to claim 48, comprising further a campaign management application, adapted to identify the need to change voucher dispensing policy and characterize target campaign population, campaign planning and segment customers to be assigned value propositions and/or vouchers.

53. The system according to claim 48, comprising further a registration system, adapted to register and record customer information, selected from a group comprising demographic data and preferences via IVR, filing out forms and/or questionnaires through the internet and/or mobile communications.

54. The system according to claim 48, comprising further means adapted to divide customers into one or more categories and/or groups and/or clubs, so as to easily fit voucher to the correct customers.

55. The system according to claim 54, wherein said means are selected from a group comprising Customer Profile Generator (CPG), Entity Builder Application (EBA), Club Application (CA) or any of the like.

56. The system according to claim 48, comprising further RSG (Rules and Scenario Generator) adapted to enable said businesses to define complex analytical functions comprising triggers, rules, patterns, hypotheses, models, statistical data and more, thus facilitating the system to build a target group of customers and to define sophisticated campaigns.

57. The system according to claim 48, comprising further at least one Reporting Generator (RG) unit, located adjacent to or in said POS, enabling businesses to produce reports and store information concerning purchases and purchases behavior, such that businesses are not authorized to access data relevant to other businesses and privacy is maintained.

58. The system according to claim 48, comprising further means adapted to store data, selected from Detailed Data Storage (DDS), Summaries Data Storage (SDS), Data Mining Statistical Engine (DMSE), adapted to aggregate data, perform statistical analysis and data mining, and perform documentation of the sent vouchers, messages from customer, and the like.