CUSTOMER LIFECYCLE VISUALIZATION TOOL
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United States of America Patent
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Issued Date -
Oct 20, 2016
app pub date -
Apr 19, 2015
filing date -
Apr 19, 2015
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Abstract
Embodiments of the present invention provide a method, system and computer program product for customer lifecycle management visualization. In an embodiment of the invention, a method for customer lifecycle management visualization includes defining multiple different stages of a customer lifecycle in a CRM application executing in memory of a computer. The method also includes loading records for a business opportunity from a data store of CRM data stored by way of the CRM application and rendering in a user interface to the CRM application, a visualization of the different stages of the customer lifecycle. Finally, the method includes displaying a state of the business opportunity within the visualization by visually distinguishing ones of the stages already completed in connection with the business opportunity from ones of the stages not yet completed in connection with the business opportunity.
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