System and method for managing customer contacts and related information

摘要

A system and method for retaining institutional customer contact knowledge and experience is disclosed. The system and method permits multiple users to interact with a centralized database that retains customer contact information. The system and method allows multiple users to send information to the database. The database also makes the customer contact information available to multiple users. In another aspect of the invention, customer contact information can be used to measure the performance of a firm's employees.