Caller ID Router for Workflow Optimization

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Solution Overview

Problem

Vertical market businesses face challenges in increasing customer engagement due to the difficulty in manually tracking numerous customers and limited interaction opportunities, leading to suboptimal customer satisfaction and inefficient workflows.

Innovation Solution

A customer identification and workflow optimization system that uses a caller identification router to extract and transmit caller ID data to a customer relationship management system, providing real-time customer analytics and personalized interactions, thereby optimizing customer workflows and enhancing engagement.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If manual tracking of customers is used, then customer engagement can be personalized, but the system becomes inefficient when dealing with a large number of customers

Engineering Contradiction:
Improvecustomer engagementVSAvoidcustomer tracking efficiency
Core Design Contradiction:
Ease of operationVSProductivity

Solution Approach 1:

The patent replaces manual mechanical tracking methods with an automated electronic system that uses caller ID data, customer relationship management databases, and virtual assistants to automatically identify customers and retrieve their information, eliminating the inefficiency of manual tracking while maintaining personalized engagement

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The system enables self-service by automatically identifying customers through caller ID integration and autonomously retrieving their data from the customer relationship management system without requiring manual intervention, thereby improving both efficiency and scalability

Inventive Principle:
Principle #25Self-service

2Ease of operation

If additional tools are implemented to increase customer engagement, then customer satisfaction improves, but device complexity increases

Engineering Contradiction:
Improvecustomer satisfactionVSAvoidsystem complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent integrates multiple functions into a unified system where the caller ID router simultaneously performs customer identification, data retrieval from the customer relationship management system, and workflow optimization, eliminating the need for separate manual processes and reducing overall system complexity despite enhanced capabilities

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system merges the caller ID extraction functionality with the customer relationship management database and virtual assistant operations into an integrated workflow, where customer identification and engagement enhancement occur through a single coordinated system rather than separate tools

Inventive Principle:
Principle #5Merging (Combining)

3Ease of operation

If real-time customer analytics are provided, then personalized interactions are enabled, but data processing time increases

Engineering Contradiction:
Improvepersonalization capabilityVSAvoiddata processing time
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The system performs preliminary actions by maintaining a pre-existing customer relationship management database that stores customer information in advance, allowing the virtual assistant to quickly retrieve and display personalized data without performing complex real-time analysis during the customer interaction

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS11882238B1System and method for customer identification and workflow optimization
Publication Date: 2024.01.23 MH SUB I LLC
  • US11882238B1 patent drawing
  • US11882238B1 patent drawing
  • US11882238B1 patent drawing

AI summary

Embodiments described herein disclose a caller identification routing device including a main board that comprises a circuit board, a hardware processor affixed to the circuit board, one or more memories in communication with the processor, and a plurality of communication ports in communication with the processor. The plurality of ports includes a first plurality of analog telephone ports, and a second plurality of broadband communication ports. The routing device includes a first enclosure portion configured with three adjacent sides wherein a plurality slots disposed on opposing sides of the first housing portion are configured to slidably engage with the main board, and a second enclosure portion configured with three adjacent sides and a plurality of openings configured to couple with the plurality of communication ports of the main board, wherein the second enclosure portion can slidably engage with the first enclosure portion encasing the main board.