发明名称 CUSTOMER RELATIONSHIP MANAGEMENT SYSTEM
摘要 <p>Embodiments of the present invention provide a CRM system for use by a plurality of users. The system includes a plurality of client profiles comprised of general data profiles and product-specific profiles, each comprising a plurality of data parameters. Each client profile template is owned by an administrator. Each product-specific profile is owned (across a given client profile template) by a given product specialist. Each data parameter has a plurality of data values assignable to it and each user has access to at least some of the data parameters for a (non confidential) client profile and is authorized to modify the data value assigned to the data parameter to which he has access. The modified data values can be stored as temporary data for that client profile. At least one user can still directly edit new data values and validate existing temporary data values as updated data values.</p>
申请公布号 WO2008087447(A1) 申请公布日期 2008.07.24
申请号 WO2008GB00194 申请日期 2008.01.21
申请人 KYC NEEDS LIMITED;NOEL, NICOLAS;JANISSON, STEPHANE 发明人 NOEL, NICOLAS;JANISSON, STEPHANE
分类号 G06Q30/00 主分类号 G06Q30/00
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