Mobile Opt-In Qualification via CRM Profile Analysis
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Solution Overview
Problem
Current technologies lack a solution to determine if an individual has opted-in to receive digital communications and if a provided phone number is associated with a data-capable communication device, which is crucial for effective mobile marketing campaigns.
Innovation Solution
A method and system that utilize a CRM database and a digital content delivery engine to analyze customer profiles, determine opt-in status, identify data-capable communication devices, and transmit digital communications to qualified mobile phone numbers.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If organizations transmit digital communications to all customers with phone numbers in their CRM database, then the quantity of communications sent increases, but compliance with opt-in requirements and device capability verification deteriorates
Solution Approach 1:
The system performs preliminary actions by analyzing customer profiles to determine opt-in status and screening phone numbers for data capability before transmitting communications. This pre-qualification process ensures that only customers who have opted in and possess data-capable devices receive digital communications, maintaining compliance while enabling targeted outreach.
Solution Approach 2:
The patent introduces an intermediary screening process that acts as a mediator between the organization's communication system and the customer database. This intermediary layer analyzes profiles and verifies opt-in status and device capability, resolving the contradiction by filtering the customer base before communication transmission.
2Reliability
If organizations implement profile analysis and phone number screening to verify opt-in status and device capability, then compliance and accuracy improve, but the complexity of the communication system increases
Solution Approach 1:
The system achieves multi-functionality by combining multiple capabilities into a unified communication system: profile analysis, opt-in status determination, phone number screening for data capability, and communication transmission. This universal approach handles all functions through integrated processes rather than separate systems, managing complexity while maintaining reliability.
Solution Approach 2:
The system performs self-service by automatically analyzing customer profiles and screening phone numbers without requiring manual intervention. The automated processes determine opt-in status and verify device capability independently, reducing the need for complex manual verification procedures while maintaining high compliance standards.
3Measurement precision
If organizations screen phone numbers to identify data-capable devices, then the accuracy of target audience identification improves, but the time required for communication preparation increases
Solution Approach 1:
The system performs phone number screening and device capability verification as preliminary actions before communication transmission. By pre-identifying data-capable devices and storing this information in customer profiles, the system eliminates the need for real-time verification during communication campaigns, reducing preparation time while maintaining high accuracy in target audience identification.
Data Source
AI summary
A method and system for qualifying and transmitting an invitation to a mobile phone number to receive digital communications is disclosed herein. A customer profile stored at a CRM database is analyzed and processed to determine if the data capable phone carrier and data capable communication device is associated with a phone number in the customer profile that has opted-in to receive digital communications such as for a mobile marketing campaign.