Lifecycle marketing object oriented system and method
AssigneeRight On Interactive
InventorsAmol Dalvi, Stephen T. Burk
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Abstract
The present invention involves a server for providing remote users a Lifecycle marketing system based on information in a data store of the customer enterprise. The server includes a database storing customer enterprise data. The customer enterprise data includes rules, criteria, and stages. Query software is capable of accessing data in enterprise data stores. Lifecycle definition software accesses the database and is capable of creating a lifecycle framework in the database based on information on contacts included in the enterprise data stores.
Claims19
A server for providing remote users a Lifecycle marketing system based on information in a data store of the customer enterprise, said server comprising:
- a database storing customer enterprise data;
- query software capable of accessing data in enterprise data stores;
- and
- lifecycle definition software accessing said database and capable of creating a life cycle framework based on information on contacts included in the enterprise data stores, the lifecycle definition software including
- a first user interaction module that enables a user to define a plurality of attributes of an ideal profile and, for each of the plurality of attributes, to assign a weighting factor to the attribute, the plurality of attributes and associated weighting factors being stored in the database as customer enterprise data,
- a second user interaction module that enables a user to define a plurality of interaction types, each corresponding to a mode of communication with a contact, and, for each of the plurality of interaction types, to assign a weighting factor to the interaction type, the plurality of interaction types and associated weighting factors being stored in the database as customer enterprise data, and
- a third user interaction module that enables a user to define a plurality of stages through which contacts may advance in a relationship with the customer enterprise and, for each stage, to define a gate criteria that must be satisfied for a contact to advance to another stage, the plurality of stages and the associated gate criteria being stored in the database as customer enterprise data;
- wherein the lifecycle definition software creates the life cycle framework for a contact by determining a profile score for the contact by comparing attributes of the contact to the plurality of attributes of the ideal profile, determining a level of engagement of the contact by comparing interactions with the contact to the plurality of interaction types, and mapping the profile score and the level of engagement to the plurality of stages.
A method of using a computer to provide remote users a customer Lifecycle management system based on information in a data store of the customer enterprise, the method comprising the steps of:
- providing a user interface, the user interface enabling a user to enter customer enterprise data;
- receiving from the user via the user interface a plurality of attributes of an ideal profile and, for each of the plurality of attributes, a weighting factor;
- storing the plurality of attributes and the associated weighting factors in a database as customer enterprise data;
- receiving from the user via the user interface a plurality of interaction types, each corresponding to a mode of communication with a contact, and, for each of the plurality of interaction types, a weighting factor;
- storing the plurality of interaction types and the associated weighting factors in the database as customer enterprise data;
- receiving from the user via the user interface a plurality of stages through which contacts may advance in a relationship with the customer enterprise and, for each stage, a gate criteria that must be satisfied for a contact to advance to another stage;
- storing the plurality of stages and the associated gate criteria in the database as customer enterprise data;
- querying enterprise data stores regarding customer enterprise data;
- and
- creating a lifecycle framework for a contact based on the customer enterprise data and the results of the querying step by determining a profile score for the contact by comparing attributes of the contact to the plurality of attributes of the ideal profile, determining a level of engagement of the contact by comparing interactions with the contact to the plurality of interaction types, and mapping the profile score and the level of engagement to the plurality of stages.
A machine-readable program storage device for storing encoded instructions for a method of using a computer to provide remote users a Lifecycle marketing system based on information in a data store of at least one customer enterprise, the instructions, when executed by the computer cause the computer to:
- provide a user interface, the user interface enabling a user to enter customer enterprise data;
- receive from the user via the user interface a plurality of attributes of an ideal profile and, for each of the plurality of attributes, a weighting factor;
- store the plurality of attributes and the associated weighting factors in a database as customer enterprise data;
- receive from the user via the user interface a plurality of interaction types, each corresponding to a mode of communication with a contact, and, for each of the plurality of interaction types, a weighting factor;
- store the plurality of interaction types and the associated weighting factors in the database as customer enterprise data;
- receive from the user via the user interface a plurality of stages through which contacts may advance in a relationship with the customer enterprise and, for each stage, a gate criteria that must be satisfied for a contact to advance to another stage;
- store the plurality of stages and the associated gate criteria in the database as customer enterprise data;
- query enterprise data stores regarding customer enterprise data;
- and
- create a lifecycle framework for a contact based on the customer enterprise data and results of queries of the enterprise data stores by determining a profile score for the contact by comparing attributes of the contact to the plurality of attributes of the ideal profile, determining a level of engagement of the contact by comparing interactions with the contact to the plurality of interaction types, and mapping the profile score and the level of engagement to the plurality of stages.
Dependencies are inferred from the claim text.