Method and system for interfacing clients with relationship management (RM) accounts and for permissioning marketing
Number of patents in Portfolio can not be more than 2000
United States of America Patent
Stats
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N/A
Issued Date -
Apr 25, 2002
app pub date -
Apr 12, 2001
filing date -
Apr 14, 2000
priority date (Note) -
Abandoned
status (Latency Note)
Importance
Abstract
A system and method for interfacing a client with a client relationship management (RM) account database. The client RM account database includes an entry for the client, and the entry for the client includes a fields of data. The RM provides an environment for product and relationship management to jointly conduct client analysis, planning and delivery in a coordinated and measurable fashion. The RM includes user terminals for use by relationship managers and product managers. A network communicatively couples the user terminals, which is in turn coupled to a server.
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