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1. WO2001080053 - PROCEDE ET SYSTEME POUR METTRE EN COMMUNICATION DES CLIENTS AVEC DES COMPTES DE GESTION DES RELATIONS AVEC LA CLIENTELE ET POUR PERMETTRE UNE COMMERCIALISATION

Note: Texte fondé sur des processus automatiques de reconnaissance optique de caractères. Seule la version PDF a une valeur juridique

[ EN ]

What Is Claimed Is:

1. A method for interfacing a client with a client relationship management (RM) account database, wherein the client RM account database includes an entry for the client, wherein the entry for the client includes a plurality of fields of data, the method comprising the steps of:
(1) maintaining a client account entry in a RM database, the client account entry including a plurality of data fields;
(2) receiving a request from the client to view the client account entry;

(3) allowing the client to view a sub-set of the data fields.

2. The method according to claim 1, further comprising the step of:
(4) increasing a level of permission marketing associated with the client.

3. The method according to claim 2, wherein step (4) comprises the step of: (a) providing the client with one or more of the following:
a description of product offerings;
research information; and
contact information.

4. The method according to claim 2, wherein step (4) comprises the step of: (a) providing the client with information specifically relevant to the client.

5. The method according to claim 2, wherein step (4) comprises the step~of: (a) providing the client with one or more of the following:
research information specifically relevant to the client; and
summary transaction information related specifically to the client.

6. The method according to claim 2, wherein step (4) comprises the step of: (a) receiving feedback from the client.

7. The method according to claim 2, wherein step (4) comprises the step of: (a) receiving feedback from the client related to a line of business.

8. The method according to claim 2, wherein step (4) comprises the step of: (a) maintaining an interactive relationship with the client.

9. A method for interfacing a client with multiple client relationship management (RM) account databases, wherein each client RM account database includes a client entry, wherein each client entry includes a plurality of fields of data, the method comprising the steps of:
(1) coupling a client to a first RM account database;
(2) coupling the client to a second RM account database while the client is connected to the first RM account database;
(2) providing the client with a display of a sub-set of fields of a client account entry in the first RM account database and of a client account entry in the second RM account database.

10. The method according to claim 1, further comprising the step of:
(4) increasing a level of permission marketing associated with the client.

11. A method for increasing a level of permission marketing associated with the client, comprising the steps of.

12. A system for increasing a level of permission marketing associated with the client, comprising:
a research module;
a knowledge base module;
a coverage module;

a project module;
a deal module;
a WIP module;
an activity module;
a bank review module; and a communication module.