Method, system, and program for customer service and support management
View Patent ↗In accordance with the present invention, a method, system, and program for managing the customer and product information of a client by maintaining a common database is disclosed. The present invention connects the client, call center, repair facility and warehouse to efficiently coordinate the customer and product management process. By allowing access to a common database, a user can view and update changes in the customer and product management process in real time increasing the communication and efficiency of delivering service to a customer.
1. A method for managing customer and product information over a network using a multi-functional management tool, comprising:
using a computer for generating a customer database including customer records, wherein each customer record tracks a customer;
using the computer for generating a product database including product records, wherein each product record tracks a product;
updating the customer database from information received from the customer to add or modify a specific customer record indicating customer contact and product purchase information about the customer;
using the computer for updating the product database from information received to add or modify a specific product record indicating product and inventory information about the product; and
providing product and customer record information in the database to a requesting client representative, receiving information from the client representative about a problem being identified by the customer information;
tracking previous customer interaction, including creating a service tracking for each of a plurality of contacts with a particular customer, where a first tracking tracks an issue from each of the plurality of contacts from the customer including all forms of customer contact from the specific customer;
tracking calls with said particular customer including a total time for each call; and
based on said tracking, creating a list of all interactions with said customer, where a single screen shows an identification associated with each interaction, a code associated with said each interaction, and a status of said each interaction.
2. A method as in claim 1 , wherein said service tracking includes a ticket number for each interaction.
3. A method as in claim 1 , wherein said identification associated with each interaction comprises a problem code for each interaction.
4. A method as in claim 1 , wherein said tracking comprises using a same screen that shows the list of all interactions with the customer for creating a ticket indicative of a new call with the customer.
5. A method as in claim 4 , wherein said new call with the customer includes a list of problem codes which can be selected.
6. A method as in claim 5 , further comprising providing information to a customer service representative about solutions that are likely to be encountered based on said problem codes.
7. A method as in claim 1 , wherein said creating a list comprises creating an HTML webpage showing said list, and providing said HTML webpage to the client representative.
8. A method as in claim 7 , wherein said HTML webpage is provided to the client representative over an Internet link.
9. A method as in claim 1 , wherein said service tracking is created for each of calls, e-mails and letters from the customer.
10. A method as in claim 9 , wherein said e-mails are automatically categorized based on looking for keywords within the e-mails.
11. A computer system for managing customer and product information over a network using a multi-functional management tool, comprising:
a computer which stores, generates and updates a database including a customer database including customer records, wherein each customer record tracks a customer, and a product database including product records, wherein each product record tracks a product, wherein said computer updates the customer database from information received from the customer to add or modify a specific customer record indicating customer contact and product purchase information about the customer, and said computer updates the product database from information received from a customer to add or modify a specific product record indicating product and inventory information about the product; and
said computer providing product and customer record information in the database to a requesting client representative, and receiving information from the client representative about a problem being identified by the client representative;
said computer tracking previous customer interaction and current customer interaction, and said computer creating a service tracking for each of a plurality of contacts with a particular customer, where a first tracking tracks an issue from each of the plurality of contacts from the customer including all forms of customer contact from the specific customer and a second tracking tracks calls with said particular customer including a total time for each call; and
said computer creating a list of all interactions with said customer, where a single screen shows an identification associated with each interaction, a code associated with said each interaction, and a status of said each interaction.
12. A computer system as in claim 11 , wherein said service tracking on said computer creates a ticket number for each interaction.
13. A computer system as in claim 12 , wherein said identification associated with each interaction comprises a problem code for each interaction.
14. A computer system as in claim 11 , wherein said computer creates a single screen that shows the list of all interactions with the customer for creating a ticket indicative of a new call with the customer.
15. A computer system as in claim 14 , wherein said new call with the customer includes a list of problem codes which can be selected.
16. A computer system as in claim 15 , wherein said computer provides information to a customer service representative about solutions that are likely to be encountered based on said problem codes.
17. A computer system as in claim 11 , wherein said computer creates an HTML webpage showing said list, and providing said HTML webpage to the client representative.
18. A computer system as in claim 17 , wherein said HTML webpage is provided to the client representative over an Internet link.
19. A computer system as in claim 11 , wherein said service tracking is created for each of calls, e-mails and letters from the customer.
20. A computer system as in claim 19 , wherein said e- mails are automatically categorized based on looking for keywords within the e-mails.