Systems and method for determining a relationship rank

摘要

A method of determining and an apparatus for displaying, for an organization, a relationship rank between a first party and a second party. A customer relationship management score, a telephone call score, and an e-mail score for the first party relative to the second party may be calculated using a computer system. The customer relationship management score, the telephone call score, and the e-mail score may be calculated using data for the first party and the second party stored in databases. A relationship score for the first party relative to the second party may be calculated using the customer relationship management score, the telephone call score, and the e-mail score. A relationship rank may be calculated for the first party relative to the second party using a computer system. The relationship rank for the first party relative to the second party may be an indication of the strength of the first party's relationship to the second party. The relationship rank may be based on the relationship score.

主权项

1. A computer-implemented method of determining and displaying a relationship rank between a first party and second parties, the method comprising:
calculating, by a host computer system, a telephone call score T for the first party relative to each of n second parties using data stored in a computerized telephone call tracking database that is in communication with the host computer system, wherein the telephone call tracking database stores data indicative of telephone calls between the first party and each of the n second parties, wherein the telephone tracking score for the first party relative to the nth second party is calculated based on the formula Tn=aIn+bOn, wherein In represents the number of incoming telephone calls to the first party from the nth second party over a time period and On represents the number of outgoing calls from the first party to the nth second party over the time period, where a and b are weighting factors, and wherein the host computer system comprises a processor circuit and a memory circuit; calculating, by the host computer system, an e-mail score E for the first party relative to each of the n second parties using data stored in a computerized e-mail database that is in communication with the host computer system, wherein the e-mail database stores data indicative of e-mails between the first party and each of the n second parties, and wherein the email score for the first party relative to the nth second party is calculated based on the formula En=cRn+dSn, wherein Rn represents the number of emails received by the first party from the nth second party over the time period and Sn represents the number of emails sent by the first party to the nth second party over the time period, where c and d are weighting factors; calculating, by the host computer system, a relationship score R for the first party relative to each of the n second parties based on a weighted sum of summands, wherein the summands comprise the telephone call score and the e-mail score, such that the relationship score for the first party relative to the nth second party is calculated based on the formula Rn=eTn+fEn+C, where e and f are weighing factors and C is zero or more other weighted summands; calculating, by the host computer system, the relationship rank for the first party relative to each of the n second parties that is an indication of the first party's relationship strength to each of the n second parties, wherein the relationship rank is calculated based on the relationship score; storing, by the host computer system, the relationship rank for the first party relative to each of the n second parties in a computerized auto rank database; receiving, by the host computer system, a request to display the relationship rank of the first party relative to the n second parties that satisfy a search criterion, wherein the request is submitted by a user through a remote computer device that is in communication with the host computer system; searching, by the host computer system, the auto rank database for the relationship rank of the first party relative to the n second parties that satisfy the search criterion; sending, by the host computer system to the remote computer device, relationship rank data for the n′ second parties that satisfy the search criterion; displaying, by the remote computer device, a listing of the relationship rank of the first party relative to each of n′ second parties that satisfy the search criterion on a display monitor of the remote computer device; receiving, by the remote computer device, a request from the user for additional information for one of the n′ second parties in the listing, wherein the user selects the one of the n′ second parties from the listing of the n′ second parties; and in response to receiving the request from the user for the additional information, displaying, by the remote computer device, additional information about the selected one of the n′ second parties on the display monitor of the remote computer device.