WO2001080053A8 - Method and system for interfacing clients with relationship management (rm) accounts and for permissioning marketing - Google Patents

Method and system for interfacing clients with relationship management (rm) accounts and for permissioning marketing

Info

Publication number
WO2001080053A8
WO2001080053A8 PCT/US2001/011835 US0111835W WO0180053A8 WO 2001080053 A8 WO2001080053 A8 WO 2001080053A8 US 0111835 W US0111835 W US 0111835W WO 0180053 A8 WO0180053 A8 WO 0180053A8
Authority
WO
WIPO (PCT)
Prior art keywords
data
customer
user terminals
relationship management
permissioning
Prior art date
Application number
PCT/US2001/011835
Other languages
French (fr)
Other versions
WO2001080053A2 (en
Inventor
Peter F Mathias
L Etraz Paris De
Original Assignee
Mathias Client Man Software Co
Peter F Mathias
L Etraz Paris De
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Mathias Client Man Software Co, Peter F Mathias, L Etraz Paris De filed Critical Mathias Client Man Software Co
Priority to AU2001293359A priority Critical patent/AU2001293359A1/en
Publication of WO2001080053A2 publication Critical patent/WO2001080053A2/en
Publication of WO2001080053A8 publication Critical patent/WO2001080053A8/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/02—Marketing; Price estimation or determination; Fundraising
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063—Operations research, analysis or management
    • G06Q10/0633—Workflow analysis
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/01—Customer relationship services
    • G06Q30/015—Providing customer assistance, e.g. assisting a customer within a business location or via helpdesk
    • G06Q30/016—After-sales
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/02—Marketing; Price estimation or determination; Fundraising
    • G06Q30/0241—Advertisements
    • G06Q30/0251—Targeted advertisements
    • G06Q30/0269—Targeted advertisements based on user profile or attribute
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q50/00—Systems or methods specially adapted for specific business sectors, e.g. utilities or tourism
    • G06Q50/01—Social networking

Abstract

En bref, le système de gestion des relations avec la clientèle (CRM) selon l'invention constitue un environnement pour la gestion des produits et des relations avec la clientèle, qui permet de mener conjointement une analyse de la clientèle, le planning et les livraisons d'une façon coordonnée et mesurable. Le CRM selon l'invention comprend des terminaux utilisateurs destinés à être utilisés par les gestionnaires des relations avec la clientèle et les gestionnaires de produits, chacun de ces terminaux utilisateurs comprenant des moyens d'entrée et d'affichage de données de portefeuille, des moyens d'entrée, d'affichage et de signature d'objectifs comptables, et des moyens d'entrée et d'affichage de données d'activités de clients. Un réseau relie, pour la communication, les terminaux utilisateurs et est relié lui-même à un serveur. Le serveur comprend un entrepôt de données où sont stockées les données de portefeuille, les objectifs comptables et les données d'activités de clients, et un système d'échange de données pour la traduction de données et leur transfert entre l'entrepôt de données et le réseau.In short, the customer relationship management system (CRM) according to the invention constitutes an environment for the management of products and customer relations, which makes it possible to jointly carry out a customer analysis, planning and deliveries in a coordinated and measurable way. The CRM according to the invention comprises user terminals intended to be used by customer relations managers and product managers, each of these user terminals comprising means for entering and displaying portfolio data, means input, display and signature of accounting objectives, and means of input and display of customer activity data. A network links, for communication, the user terminals and is itself connected to a server. The server includes a data warehouse where portfolio data, accounting objectives and customer activity data are stored, and a data exchange system for translating data and transferring it between the data warehouse and the network.

PCT/US2001/011835 2000-04-14 2001-04-12 Method and system for interfacing clients with relationship management (rm) accounts and for permissioning marketing WO2001080053A2 (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
AU2001293359A AU2001293359A1 (en) 2000-04-14 2001-04-12 Method and system for interfacing clients with relationship management (rm) accounts and for permissioning marketing

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US19741800P 2000-04-14 2000-04-14
US60/197,418 2000-04-14

Publications (2)

Publication Number Publication Date
WO2001080053A2 WO2001080053A2 (en) 2001-10-25
WO2001080053A8 true WO2001080053A8 (en) 2001-12-27

Family

ID=22729346

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2001/011835 WO2001080053A2 (en) 2000-04-14 2001-04-12 Method and system for interfacing clients with relationship management (rm) accounts and for permissioning marketing

Country Status (3)

Country Link
US (3) US20020049626A1 (en)
AU (1) AU2001293359A1 (en)
WO (1) WO2001080053A2 (en)

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US20100325204A1 (en) 2010-12-23
US20060229943A1 (en) 2006-10-12
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AU2001293359A1 (en) 2001-10-30
WO2001080053A2 (en) 2001-10-25

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