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    • 8. 发明授权
    • Methods and systems for defining, applying and executing customer care relationship plans
    • 定义,应用和执行客户关怀计划的方法和系统
    • US07069231B1
    • 2006-06-27
    • US09620167
    • 2000-07-20
    • Bulent CinarkayaJaved HasanSmita Kolhatkar
    • Bulent CinarkayaJaved HasanSmita Kolhatkar
    • G06Q10/00
    • G06Q30/02G06Q30/0201G06Q30/0203
    • A computer-implemented method for managing a plurality of customer relationship plans may include a step of collecting profile check values from a database of customer data, the collected profile check values including customer data corresponding to profile checks for each of the plurality of customer relationship plans. The collected profile check values may then be applied to predefined selection criteria in one or more of the plurality of customer relationship plans. The selection criteria determines whether a customer relationship plan of the plurality of customer relationship plans applies to a customer. One or more customer relationship plans may then be assigned or de-assigned to each of the selected customers, depending upon whether the applied profile check values satisfy or fail to satisfy the predefined selection criteria, respectively. The assigned customer relationship plan(s) may then be applied and one or more synchronous and/or an asynchronous actions may be carried out upon the occurrence of a selectable customer event, as called for by applied customer relationship plan(s). The profile checks may include one or more plan indicator, such as customer opportunity size, customer size, market segment or a user-definable business event, for example.
    • 用于管理多个客户关系计划的计算机实现的方法可以包括从客户数据的数据库收集简档检查值的步骤,所收集的简档检查值包括对应于多个客户关系计划中的每一个的简档检查的客户数据 。 所收集的轮廓检查值然后可以应用于多个客户关系计划中的一个或多个中的预定义的选择标准。 选择标准确定多个客户关系计划的客户关系计划是否适用于客户。 然后,根据应用的配置文件检查值是否满足或不满足预定义的选择标准,一个或多个客户关系计划然后可以被分配或者取消分配给每个所选择的客户。 然后可以应用分配的客户关系计划,并且根据应用的客户关系计划的要求,可以在出现可选客户事件时执行一个或多个同步和/或异步动作。 配置文件检查可以包括一个或多个计划指示符,例如客户机会大小,客户大小,市场细分或用户可定义的业务事件。