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192 results about "Client relationship" patented technology

Client relationship management is the ensemble of strategies, processes, and systems that help you develop clients for life. Under each topic, below, read the questions and think about how you would answer them.

System and method for analyzing and utilizing data, by executing complex analytical models in real time

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.
Owner:ACTIMIZE

System and method for sequential decision making for customer relationship management

A system and method for sequential decision-making for customer relationship management includes providing customer data including stimulus-response history data, and automatically generating actionable rules based on the customer data. Further, automatically generating actionable rules may include estimating a value function using reinforcement learning.
Owner:IBM CORP

System and method for analyzing and utilizing data, by executing complex analytical models in real time

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.
Owner:ACTIMIZE

Methods, systems, and computer program products for facilitating user interaction with customer relationship management, auction, and search engine software using conjoint analysis

Methods, systems, and computer program products for combining conjoint analysis with customer relationship management software, search engine software, and auction software are disclosed. According to one method, conjoint analysis is used to facilitate user interaction with a search engine. According to the method, search keywords are received as a user and treated as attributes by a conjoint analysis application. The conjoint analysis application presents the user with paired trade-off questions regarding the search keywords. Conjoint analysis is performed based on user responses to the questions. Based on the user's responses to the questions, relative importance weightings are computed for keywords. The keywords and the relative importance weightings are input to a search engine. The search is performed using the keywords. Results to be output to the user are selected based on occurrences of the keywords in the search results and the relative importance weightings.
Owner:ADP

Database query handler supporting querying of textual annotations of relations between data objects

An improved command handler (and database system utilizing the improved command handler) interfaces to a datastore storing item data for a plurality of items and bi-directional modifier data, corresponding to a relation between at least one first item and at least one second item, that represents first text characterizing semantics of a relationship of the at least one first item to the at least one second item, and represents second text characterizing semantics of a relationship of the at least one second item to the at least one first item. The command handler operates, in response to receiving a first-type query command that specifies at least one given item, to access the datastore to identify i) at least one related item that is related to the given item, and identify ii) either the first text or the second text characterizing semantics of the relation between the given item and the at least one related item. The command hander returns i) data corresponding to the at least one related item; and ii) data corresponding to the identified first text and or second text characterizing semantics of the relation between the given item and the at least one related item. Preferably, the data returned in response to the first-type query command identifies the at least one related item. and identifies the first text or second text characterizing semantics of the relation between the given item and the at least one related item. In addition, the command handler preferably supports additional commands that retrieve from the datastore information related to specified objects, object types, and relations.The command handler (and database system) of the present invention may be used in a wide assortment of software applications, including enterprise applications (such as e-business applications, supply chain management applications, customer relationship management applications, decision support applications), the file system in operating systems, web browsers, e-mail applications and personal information management applications. Importantly, the command handler (and database system) provides an efficient mechanism to query the organization of the data elements (and the relationships therebetween) stored and accessed in such software applications, in a manner that efficient and readily adaptable to client-server database systems or other distributed database systems.
Owner:REVELINK

Guest relationship management system

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.
Owner:GENGARELLA JOHN S

Informatization application cluster platform of small and medium enterprises

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.
Owner:SHANDONG CENTONG TECH

Building predictive models within interactive business analysis processes

A Customer Relationship Management (CRM) system that dynamically builds predictive models. The system is used by business users who are unfamiliar with the art of data mining. A model-building mechanism in a data mining subsystem is presented with a training segment consisting of records with appropriate input attributes and an output attribute to be predicted; the model-building mechanism builds a model in the form of a business measure that can subsequently be applied to make predictions against other like segments.
Owner:TERADATA US

Incorporating predicrive models within interactive business analysis processes

A Customer Relationship Management (CRM) system that incorporates predictive models. The system is used by business users who are unfamiliar with the art of data mining. The predictive model, which is constructed by a model-building mechanism in a data mining subsystem, accepts the appropriate input attributes, performs calculations against a segment comprised of records, and generates an output attribute.
Owner:TERADATA US

View navigation for creation, update and querying of data objects and textual annotations of relations between data objects

A method (and corresponding database system) for displaying in a view window information characterizing semantics of relations between objects. For each given relation between at least one subject object and at least one direct object, bi-directional modifier data is stored that represents first text characterizing semantics of a relationship of the at least one first object to the at least one second object, and represents second text characterizing semantics of a relationship of the at least one second object to the at least one first object. In response to predetermined user input associated with an object node displayed in the view window, a set of relations whose at least one subject object or at least one direct object is associated with the object node is identified. For at least one relation in the set of relations, the view window is updated to include a second node comprising a graphical representation of: the first text of the given relation in the event that the given object is a subject object in the given relation, or the second text of the given relation in the event that the given object is a direct object in the given relation. The second node may be a relation node associated with a given relation, or a mixed node associated with a relation-type pair. In response to predetermined input with a second node, the second node may be expanded to identify and display one or more object nodes (identifying direct object(s) of relations derived from expansion of a subject object associated therewith or identifying subject object(s) of relations derived from expansion of a direct object associated therewith). Preferably, this expansion routine is recursive in nature.The method (and database system) of the present invention may be used in a wide assortment of software applications, including enterprise applications (such as e-business applications, supply chain management applications, customer relationship management applications, decision support applications), the file system in operating systems, web browsers, e-mail applications and personal information management applications. Importantly, the method (and database system) provides an easy, user friendly and efficient mechanism to define, view and query the organization of the data elements (and the relationships therebetween) stored and accessed in such software applications, in a manner that conveys the real-world meaning of such relationships.
Owner:REVELINK

Customer relationship management system for physical locations

A method for outputting information about a person includes identifying the person utilizing a wireless system upon entry into a physical location, and also includes locating the person within the physical structure. An engagement plan is retrieved based on the identification of the person and output. The engagement plan has information useful for interacting with the person. The engagement plan is created based at least in part on personal information of the person, the preferences of the person, and the past transactions of the person. A system for outputting information about a person, such as a customer, includes an object carried by the person, which is capable of being identified by a wireless system. A wireless interface communicates with the object. A computing device correlates the identification of the object with the person. An output device outputs information relating to the person.
Owner:MAPLEBEAR INC DBA INSTACART

Knowledge by go business model

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.
Owner:DIRECT411 COM

Building intelligence from customer relationship management events

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.
Owner:DUN & BRADSTREET EMERGING BUSINESSES

Product quotation preparation system and method

A method and an apparatus (system) for support in performing the method is provided to configure products and / or services in support of preparing quotations, orders, and fulfillment requests in support of a Customer Relationship Management (CRM) system and method. More specifically, a method and an apparatus (system) is provided for supporting the quotation, ordering, and fulfillment of products and services by aiding in the configuration of products and / or services in an automated and efficient fashion.
Owner:CRMANTRA

Processes and apparatus to generate cross charge and recoveies for shared service centers

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.
Owner:ORACLE INT CORP

Combined one-piece enterprise information management apparatus

The invention belongs to the technical field of electronic equipment and relates to a combined one-piece enterprise information management apparatus. The main body structure of the combined one-piece enterprise information management apparatus comprises an operating system module, a server module, an application server, a mail server, a document management server, a database module, a backup software module, an office automation software module, an information portal management module, an enterprise communication management module, a firewall module, an anti-virus module, a system configuration and monitor module, a networking management module, a remote management module, an enterprise resource management module, a customer relation management module, a human capital management module, an on-line training module, a supply chain finance management module, an electronic commerce platform module, a border-cross passing platform module and a business intelligent module. The structure design is scientific and reasonable, the operationality is strong, the management environment is friend, the operating environment is stable, the configuration cost performance is high, the service life is long, and functions of theft resistance, dismounting resistance, shock resistance, fool proofing and guiding can be achieved.
Owner:QINGDAO TOPTECH INVESTMENT HLDG CO LTD

System and method for tracking customer satisfaction index based on intentional context

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.
Owner:TECH MAHINDRA INDIA

Method and system for providing consumer opinions to companies

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.
Owner:ADEPTIO D O O

Telephony integration of 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.
Owner:TRIBRIDGE HLDG LLC

Methods and systems of operating computerized neural networks for modelling csr-customer relationships

In one aspect, a computerized method for operating computerized neural networks for modelling CSR-customer relationships includes the step of receiving a user query. The user query comprises a set of digital text from a customer as input into an online CSR system. The method includes the step of filtering out unnecessary content of the user query. The method includes the step of splitting filtered user query in a sentence wise manner. The method includes the step of feeding the tokenized user query into a contextualized word representation model. The method includes the step of generating a set of context-aware feature vectors from the contextualized word representation model. With the set of context-aware feature vectors, the method implements a decision-making function to generate an identified customer query. The method includes the step of receiving an agent response, wherein the agent response is a response to the user query, and wherein the agent response comprises a set of digital text from an agent. With an LSTM network, the method generates a user query tensor vector. With the LSTM network, generating an agent query tensor vector. The method includes the step of concatenating the user query tensor vector and the agent query tensor vector to produce a single tensor, wherein the single tensor is processable by a neural network.
Owner:MOHANTY PRIYADARSHINI +1

Methods, systems, and computer program products for estimating accuracy of linking of customer relationships

The disclosed methods, systems, and computer-program products allow a business to estimate linking errors in customer relationships in a database and to identify metrics that improve the linking accuracy. In an embodiment, a plurality of sample customer relationships are selected from a database to form a sample data set that is statistically representative of the database. Potential linking errors are then identified within the sample data set. The identified potential linking errors are then validated to identify actual linking errors in the sample data set. Once validated, the actual linking errors within the sample data set are used to estimate linking errors within the database. Further, the estimated linking errors in the database may be analyzed to identify one or more factors that contribute to the linking errors.
Owner:LIBERTY PEAK VENTURES LLC

Technique for generating and accessing organized information through an information assistance service

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.
Owner:METRO ONE TELECOMM

Contact center skills modeling using customer relationship management (CRM) incident categorization structure

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.
Owner:ORACLE INT CORP

Systems and methods for providing product information over a carrier wave

A customer relationship management (CRM) method using IBOC-radio signals is provided. A message in the radio signal is parsed to obtain a key. The key is compared to a plurality of stored keys. When the received key matches a stored key, a data structure associated with the message is outputted. A device comprising a lookup table with a plurality of stored keys, a tuner unit that receives a CRM in an IBOC signal, and a controller in electrical communication with the lookup table and tuner is provided. The controller comprises (i) instructions for comparing a key in the CRM to one or more stored keys in the plurality of stored keys and (ii) instructions for permitting the display of a display text associated with the received key when there is a match between the received key and a key in the plurality of stored keys.
Owner:E RADIO USA

Customer buying pattern detection in customer relationship management systems

A Customer Relationship Management (CRM) system accesses customer transaction data from a database managed by a Relational Database Management System (RDBMS), and then performs a pattern detection function using the customer transaction data, wherein the pattern detection function finds patterns in customer purchasing behavior, as evidenced by the customer transaction data, related to a sequence of when purchases occur. Specifically, the pattern detection function finds the patterns in the customer purchasing behavior by comparing a focal product set to an analysis product set over a specified time interval.
Owner:TERADATA US

Bank customer relationship circle analysis method and system

InactiveCN107832964AImprove the effectiveness of risk prevention and controlImprove the effectiveness of developmentFinanceResourcesCommunity basedRisk prevention
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.
Owner:江苏神威云数据科技有限公司
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