Method and system for interfacing clients with relationship management (RM) accounts and for permissioning marketing
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United States of America Patent
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Aug 31, 2010
Issued Date -
N/A
app pub date -
May 2, 2006
filing date -
Apr 14, 2000
priority date (Note) -
In Force
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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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