Methods and systems for defining, applying and executing...

Details Methods and systems for defining, applying and executing... Methods and systems for defining, applying and executing...

2006-06-27

2006-06-27

Hafiz, Tariq (Department: 3623)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Discount or incentive

Reexamination Certificate

active

07069231

ABSTRACT:
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.

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