176 results about "Client relationship" patented technology

Methods and Systems for Global Online Brands Social Networks (BSN) Platform and Framework are disclosed for managing Users' Profiles, brands group lists, Brand user Friends, User created Brand Networks and related Members, Publications, Applications, Services and Communications and Collaborations among users. Further, it also manages brand owners' brand networks and members, and brand experts to enable and facilitate users for branded products and services related sales or e-commerce, marketing, promotion and support services, alternative products and services brands lists. BSN also provides Social Customers Relationship Management (SCRM) and Multi Brand Customers Services Life Cycle (MCSLC) Framework to facilitate brand owners and customers.

A system and method for collecting, filtering, analyzing, distributing and effectively utilizing highly relevant events (such as key business events) in real time, from huge quantities of data. The present invention analyzes both historic and real-time data stemming from operational activity, by interfacing with internal data repositories (such as Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM)), external data sources (such as suppliers and clients), and real time operational systems in order to create an Active Intelligence Platform. This Active Intelligence Platform is positioned as a layer between the organization's data sources and its applications, monitoring inputs and relaying only the important data items to the relevant individuals and/or systems. This allows individuals and systems to respond immediately and effectively to key events.

A method for implementing a guest profiling program that utilizes guest profiles, which. are developed and expanded by information gathered from various sources and managed in a central Guest Relationship Management System (GRMS). The GRMS is a web-architected internet application. The primary interface between the GRMS and hotel systems is a connection to each hotel's property management system (PMS). The GRMS extracts data from PMSs. PMS data is updated to the central GRMS for processing. The core application logic includes capabilities to identify reservations with attributes and to match guest reservations extracted from each hotel's PMS with profiled guests. Both automated and user-initiated data manipulation processes utilize the central GRMS profiles and PMS data to generate outputs designed to increase the quality and timeliness of services and to assist marketing efforts. The web-based architecture of GRMS enables consistent data sharing and processing capabilities with a plurality of hotels.

The invention discloses an informatization application cluster platform of small and medium enterprises. The informatization application cluster platform comprises a portal management system, an enterprise logistics supply chain resource planning management system, an enterprise resource planning management system, an enterprise distribution resource planning and supply chain management system, an enterprise customer relation management system, an enterprise collaborative working platform management system, an enterprise product data management and product life cycle management system, an enterprise human resource management system, an enterprise operating management talent assessment system, an enterprise educational training network platform integrated system and a decision supporting analysis system. The informatization application cluster platform of the small and medium enterprises has the advantages that: by real-time on-line application and management for a plurality of small and medium enterprises, the safety of the operation data of on-line enterprises can be guaranteed; the investment of economic and technical talents for the informatization application of the small and medium enterprises of China is greatly reduced; an enterprise management bottleneck is optimized; the information technology (IT) application cost of the enterprises is greatly saved; and the implementation of the informatization of the small and medium enterprises is simplified.

KnowledgeByGo is a knowledge based Internet application service provider system (ASP), that tracks and analyzes browser behavior in real-time. Data analysis is delivered to the website owner or marketing agent to decide if a real time response or off line campaign needs to be initiated. KnowledgeByGo allows real-time behavioral tracking and prediction; customer relation management; one-to-one banner manager; site analysis reporting service; industry wide marketing research reports; product management; order processing; secure payment system; and customer contact manager. Subscribers get the immediate benefits of: collaborative filtering; real-time behavioral prediction; up-selling and/or cross-sell selling; banner advertisement income; Customer Relation Management (CRM); one-to-one banner management; site analysis reporting server; network-wide sales and marketing reports; product content and online pricing spidering; site management, backend product management, backend order processing, RMA processing, secured payment system, customer contact manager, price-search engine utility, and consolidated participation purchasing.

Some embodiments provide a data intelligence extraction system for extracting intelligence from different events that are generated by separate and independently operating event generating sources within a business, wherein each event generating source records some set of business activities and the data associated with those activities. The intelligence that the system extracts includes a cradle-to-grave accounting for the engagement that different entities have with a business over the entirety of the entity-to-business relationship. This cradle-to-grave accounting is formed by the system linking events that are related causally, temporally, or on the basis of an entity to which they relate. The system then constructs data assets to capture the data from the linked events, and in so doing, provide the business with assets that compile the data the business has obtained on the different entities over the cradle-to-grave engagement with those entities.

Aspects of the present invention provide tools and techniques that facilitate the process of accounting for shared services in an enterprise application. More specifically, in some aspects, certain embodiments employ a service provider model that codifies best practices in accounting for shared services and makes these practices part of setting up the shared service center, clients and outsourced business functions within an enterprise application. In an aspect, one set of embodiments uses the formal definition of service provider and client relationships between business units for the provision of specific business functions to generate cross charges to the client business unit and recoveries to the service provider business, unit based on the proportion of total service provided to the client.

Customers buy a variety of equipments and gadgets from multiple vendors and interact with manufacturers through contact centers to get their questions on the bought products answered. The market opportunities and competitiveness are forcing manufacturers to be accommodative and innovative in providing post-sale support. An essential aspect of this market dynamics is customer churn and the manufactures are required to ensure that product loyalty and brand loyalty of the customers are high. While Customer Relationship Management (CRM) has been playing an all important role of monitoring and managing customer relationships, it is necessary to augment CRM with more specific enhancements. The need is to have an integrated, practical, and realizable approach that focuses on measuring customer satisfaction index based on multiple interactions of customers with manufacturers. A system and method for tracking customer satisfaction index involves tracking of the intentional states of customers and assessing them just in time to help improve the satisfaction index.

Method and system for accepting, handling and distributing opinions and feedback to any entity, company or institution from any customer or user. Opinions can be sent through various communication channels such as mobile phones, SMS messaging systems, other mobile devices, PC (internet), phones and the like. The system enables two-way communication between companies and users while users remain anonymous towards companies. Opinions are handled in accordance with locations for which they are sent for, in accordance with user information and in accordance with communication channel they were sent through. Users can send their opinions in the same manner for all companies and institutions, which means that the system presents one-point stop for all opinions users want to communicate to various companies. Two-way communication which is possible with the use of the system also gives companies additional value for their customer relationship management.

The present invention provides a customer relationship management (CRM) telephony management system. The telephony management system includes a server-based CRM application and CRM extensions that provide access to customer records and enable telephony action. The extensions include changes to CRM screens in the form of additional buttons and menu links A client-based telephony manager application monitors and performs telephony functions and provides a graphical user interface (GUI) with which users may answer incoming calls. The telephony manager application provides telephone functions through the GUI such as dial, transfer, conference. Record, hold, and hang up. A server-based telephony web application hosts custom forms to facilitate communication between CRM records and the telephony manager application. When an incoming call is received, the telephony management system automatically retrieves any existing CRM records associated with the identity of the call and presents them to the user via a GUI.

An information assistance service is provided whereby a company can access records in a customer relationship management (CRM) system. The records may be organized in folders according to different groups in the company, e.g., a sales force of the company. To generate a record, a member of the group may call the information assistance service to input, through an operator or a voice server, various items of information, e.g., his/her name, subject information, an account name, sales lead information, notes/comments, etc. The voice information may be converted to textual data to fill various fields of the record. Records generated in this manner by one or more members of the group may be assembled in a group folder associated with the group. Records in the group folder may be accessed by members of the group through the information assistance service. A calling member who contacts the information assistance service to access the group folder may review the records therein and play selected records or portions thereof. The calling member may also request the information assistance service to sort the records according to a selected parameter, and/or to search for desired records based on one or more selected parameters.

Embodiments of the invention provide systems and methods for modeling of agent skills based on or more closely matching categorization structures of the CRM system. According to one embodiment, defining skills of each of a plurality of customer service agents in a Customer Relationship Management (CRM) system can comprise defining a set of product information representing products or services for which support is available through the CRM system. A set of incident information representing incidents handled by the CRM for one or more of the products or services can also be defined and a structure of the incident information can be based on a structure of the product information. A set of skills information for each of the plurality of customer service agents can also be defined. A structure of the skills information can be based on the structure of the product information and the structure of the incident information.

The present invention relates to the technical field of financial services, and in particular to a method and system for analyzing bank customer relationship circles. The specific steps of the analysis method are: collecting and organizing the customer's capital flow information in the bank to form capital flow data; A customer is represented by a node, and the relationship formed between customers and customers is represented by an undirected edge, forming a customer fund relationship network. Based on the community division theory gained by Modularity, a divided relationship circle is obtained; in each relationship obtain the importance index of customers in the circle; after obtaining the importance index of all customers in each relationship circle, select the most important customer in the relationship circle as the central customer, and mark its upstream and downstream customers according to its capital flow, Form a customer chain, research and analyze the funds and financial relationship of customers in the customer chain, and then formulate customer marketing plans and risk prevention and control plans. The method has the advantages of many analysis reference indexes and high accuracy of analysis results.

The invention provides a user portrait based on big data and a multi-dimensional analysis system. Behavior data of a user can be collected in a real-time mode and an off-line mode, calculation and analysis are conducted through the big data assembly, the calculation result is user portrait data, and the organization form of the data is a wide table with labels as fields. Portrait data is organizedin an inverted index mode, and indexes of the data are stored in a big data warehouse. And the Web platform outputs statistical and aggregation results by taking the plurality of specific tags as input conditions. This is a typical multi-dimensional data analysis scenario. In addition, the portrait data can also be used as a basis for customer relationship management. The method has good application in the aspects of user value layering, potential high-value user mining, RFM layering and the like.

The invention belongs to the technical field of information, and provides an information interaction system for industrial interconnection. The system utilizes a message queue, a message flow engine, an information management shell, a protocol wrapper and a service-oriented architecture technology to design an integration interconnection engine; the integration interconnection engine enables various IT systems such as an SRM (a supplier relation management system), a CRM (a customer relation management system), an MES (a manufacturing execution system), a PLM (a product life cycle management system) and an ERP (an enterprise resource planning system) in the management field to be mutually connected through an enterprise internal network, and enables various OT systems and physical devices such as an SCADA (a data acquisition and monitoring control system), a DCS (a distributed control system), an MOM (a manufacturing operation management system), a sensor, a robot and the like in the operation execution field to be mutually connected through the industrial Internet of Things, therefore, a huge bottleneck that data are difficult to integrate when an enterprise realizes interconnection, intercommunication and interoperation of industrial total elements, a total value chain and a total industry chain is overcome.

An embodiment of the invention discloses a data share system for an intelligent factory. The data share system comprises an enterprise service bus platform. The enterprise service bus platform establishes communication connections with a user terminal, a data collection server and a database server that are in the intelligent factory. The data collection server establishes communication connections with an intelligent production device and department data collection devise in the intelligent factory. The database server establishes communication connections with an enterprise resource planning system, a project management professional system, a client relationship management system and an office automation system in the intelligent factory. Through adoption of the data share system for the intelligent factory, data of all departments in the intelligent factory can be shared.

Systems and methods for automated and explainable machine learning to generate seamlessly actionable insights by generating explainable personas directly from customer relationship management systems are disclosed. The personas are defined as a collection of segments, scored by likelihood to generate good opportunities, accompanied ranked profile attribute importance, with descriptive names and summaries, associated human and database readable queries which have been generated to optimally find cluster candidates in a broader data universe. Such a system would effectively and accurately model the composition of past clients, perform the categorization in an explainable way such that actions can be taken on the information to have predictable results. What is further required are the mean to categorize small text components, trained over dependent and independent model sets, to enable a cleaner and more explicit representation of information rich short-strings, in order to facilitate a more meaningful representation of the user profiles.

The present invention supports the entry of customer experience feedback into the system, which then conducts real-time automated filtering and evaluation of feedback entered by the customer and supports the transmission of real-time notifications to selected personnel based on feedback evaluation in a flexible messaging and workflow system. The present invention supports that ability to obtain constructive feedback, either good or bad, regarding a customer's experience while the customer is still at the service provider or retail sales location. And, if the experience is negative, the invention provides automated evaluation and filtering of the feedback information with real-time notifications to selected personnel so the customer's concerns can be addressed immediately so as to rectify the negative experience with personal attention to the consumer, and preserve the client relationship for the future before the customer departs from the service provider or retail sales location. Identity information relating to the customer can also be preserved so that the customer and its location can be identified as being present at the service provider or retail sales location upon a subsequent visit, and real-time notifications can be sent to selected personnel so that the customer experience during the subsequent visit to that location can be enhanced in some manner or more personal attention can be provided to reduce the risk of a negative experience.

Embodiments of the present invention provide for CRM messaging integration. In an embodiment of the invention, a method for CRM messaging integration is provided. The method includes receiving a message in a messaging application executing in memory of a computer in a process address space that differs from a co-executing CRM application. The method also includes parsing at least a part of the message to determine a context for the message and transmitting the context for the message to the co-executing CRM application. The method even further includes receiving from the CRM application CRM data pertaining to the context. Finally, the method includes displaying a prompt in a user interface for the messaging application with the CRM data.