| 摘要 |
Disclosed is a cloud-based system configured to interface with a Customer Relationship Management (CRM) system. The system compliments a mobile and web-based application allowing users to add additional content not supported by a CRM system, such as images, audio files, documents, and other content considered relevant to a client. The System shares content added by one user with other users associated with a client. The System uses the additional content with the content provided by the CRM system to identify new aspects of a client or update existing aspects such as marketing campaigns, sales and customer service. The system &so uses the combined content to generate industry-related predictions to help identify potential business opportunities and employs analytics to predict future customer behavior. The System may then deliver the relevant information generated by the System to the client-associated user(s). |
| 主权项 |
1. A customer relationship management and development system, comprising:
an application server having a front end, a business logic module and a database; a web server having a device management module, a sync service module an authentication service module, and an SQL staging database; a plurality of customer profiles each having a fixed number of primary data fields and a plurality of secondary data fields; a plurality of data links; and a plurality of end user application comprising:
a means for selecting and retrieving a profile from said plurality of customer profiles;a means for editing said profile; anda means for creating a new customer profile and adding it to said plurality of customer profiles, wherein said plurality of customer profiles is stored in said database of said application server, wherein said web server is configured to synchronize data between said application server and one or more computing platforms, and wherein said web server communicates with said plurality of end user applications over said data inks, allowing for the retrieval, editing, and creation of profiles within said plurality of customer profiles. |
