Exclusive SaaS Platform for Client Relationship Management
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Solution Overview
Problem
Current CRM systems and social media platforms fail to effectively manage one-to-one relationships, leading to client attrition and relationship difficulties due to complexity, data integrity issues, and lack of targeted attention, while also compromising privacy and intimacy.
Innovation Solution
A computer program product and host server system that generates a unique URL for exclusive online connections between two parties, providing a dual-controlled user interface for selective sharing of content and communication, ensuring privacy and relevance in relationship management.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If CRM systems are used to manage client relationships, then client acquisition and relationship management capabilities are improved, but system complexity increases and data integrity deteriorates due to false data input
Solution Approach 1:
The patent extracts the core relationship management functionality from complex CRM systems into a simple, dedicated platform. It focuses solely on connecting two parties without the interference of others, removing unnecessary features that contribute to complexity while maintaining relationship management effectiveness.
Solution Approach 2:
The patent segments the relationship management function into a standalone, focused system rather than part of a comprehensive CRM suite. By creating a separate, dedicated platform for one-to-one connections, it isolates the essential functionality from the complexity of broader customer management systems.
2Adaptability or versatility
If comprehensive CRM functionality is provided, then relationship management features are improved, but ease of operation deteriorates due to underutilization of features
Solution Approach 1:
The patent extracts only the essential relationship management features from comprehensive CRM systems, removing underutilized functionalities. This creates a streamlined platform that provides core relationship management capabilities without overwhelming users with unused features.
Solution Approach 2:
Instead of providing all possible CRM features and expecting users to find value, the patent inverts the approach by providing only the essential features that users actually need for one-to-one relationship management, ensuring higher utilization and ease of operation.
3Productivity
If social media platforms are used for one-to-many broadcasting, then information distribution capability is improved, but relationship privacy deteriorates due to unwanted input and third-party access
Solution Approach 1:
The patent extracts the harmful elements (unwanted input, third-party access) from social media platforms while retaining the core communication functionality. It creates a private space for two parties to connect without the interference of others, eliminating privacy violations while maintaining effective communication.
Solution Approach 2:
The patent applies different quality characteristics to different aspects of communication: public broadcasting capabilities for information distribution and private, exclusive access for relationship interactions. This allows simultaneous achievement of wide information distribution and intimate, private relationship management.
4Object-affected harmful factors
If dedicated accounts are created for single parties, then relationship exclusivity is improved, but adaptability deteriorates due to limited available parties
Solution Approach 1:
The patent implements dynamic relationship management where users can have multiple one-to-one connections simultaneously through separate, exclusive spaces. The system dynamically creates dedicated connection pages for each relationship while allowing users to maintain multiple such connections, providing both exclusivity and adaptability.
Data Source
AI summary
An electronic platform is disclosed that helps extend the lifespan of relationships, for example, between a salesperson and their client. The platform allows the user to have an account in which the user can store content which may be provided to a second user in an exclusive session through a generated unique URL. The platform is configured to selectively share only what one user wants to a particular recipient. A user interface connected through the unique URL is only accessible by the two users. The interface may provide each user with a section of the display from which to interact with the other user by using selectable features that are shared by both users on the interface. A duality of use is achieved through two-way communication through the page of the interface which helps build the relationship by each side providing feedback to the other side.