Method Of Managing Customer Relationships

摘要

Described and depicted is a method for maintaining customer relationships that provides a true indicator of the health of a business relationship by quantifying the level of activity undertaken toward maintaining a relationship, according greater weight to favored and more recent and planned activities, which can be measured against a desired activity level.

主权项

1. Method of determining and displaying a real relationship ranking among a first party and second parties comprising:
defining an activity; assigning a point value to the activity; defining a period of time wherein the activity is current; assigning a depreciation factor to the activity; defining a target point value corresponding to a target level of engagement for each of n second parties; calculating a carryover point sum corresponding to a product of the point value and the depreciation factor for each instance of the activity for which an amount of time elapsed since completion thereof exceeds the period of time for the first party relative to each of n second parties; defining a real point sum as comprising the carryover point sum; calculating a real index corresponding to a ratio of the real point sum divided by the target point value for the first party relative to each of n second parties; calculating a relationship rank based on the respective real indexes for the first party relative to each of the n second parties that is indicative of the first party's relationship strength to each of the n second parties; displaying a listing of the n second parties that is indicative of the relationship rank; receiving a request for information respecting one of the n second parties selected from the listing; and, responsive to said receiving, displaying the information.