IP Library Patent Application 15342882
Patent Application
App. No. 15/342,882

SYSTEM AND METHOD FOR DETERMINING MODERATE CUSTOMER DISSATISFACTION

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Quick Facts
Patent No.
US None
App. No.
15/342,882
Abstract

A system and method are presented for determining moderate customer dissatisfaction in an external contact and organization repository system. Information may be pulled from multiple systems and combined to provide a corpus that may be examined for indicators of moderate customer dissatisfaction, such as a medium call volume, a plurality of medium priority tickets, upcoming contract renewal, a plurality of mediocre customer experiences, and usage data. A threshold may be used to determine if the customer is a flight risk. If a moderately dissatisfied customer is identified, actions may be proactively taken to lower the risk of the customer closing their account.

Claims (35)

1 . A method for determining moderate customer dissatisfaction using aggregated dimensions in an external contact and organization repository system, the method comprising the steps of:

a. gathering information automatically from a plurality of systems related to a customer account;

b. examining, by the external contact and organization repository system, the gathered information for the customer account, wherein the gathered information comprises a plurality of dimensions for the account; and

c. determining an aggregate score from each of the plurality of dimensions and comparing the aggregate score to a threshold, wherein if the threshold is reached, performing an action.

2 . The method of claim 1 , wherein the moderate customer dissatisfaction further comprises a customer flight risk.

3 . The method of claim 1 , wherein the step of gathering information is performed by the external contact and organization repository system.

4 . The method of claim 1 , wherein the step of gathering information is performed by one or more third-party systems, wherein the one or more third-party systems convey gathered information to the external contact and organization repository system.

5 . The method of claim 1 , wherein the step of gathering information is performed by a combination of the external contact and organization repository system and one or more third-party systems, wherein the one or more third-party systems convey gathered information to the external contact and organization repository system.

6 . The plurality of systems of claim 1 , wherein the plurality of systems are internally connected to the external contact and organization repository system.

7 . The plurality of systems of claim 1 , wherein the plurality of systems are externally connected to the external contact and organization repository system.

8 . The plurality of systems of claim 1 , wherein the plurality of systems are a combination of internally and externally connected to the external contact and organization repository system.

9 . The method of claim 1 , wherein the plurality of systems comprise at least one of: contact center software, customer relationship management software, a ticketing system, a billing system, a social media account, a usage data system, and a diagnostic data system.

10 . The method of claim 1 , wherein the plurality of dimensions comprise one or more of: medium call volume, a plurality of medium priority tickets, upcoming contract renewal, a plurality of mediocre customer experiences, and usage data.

11 . The method of claim 1 , wherein an action comprises notifying a designated party of customer dissatisfaction.

12 . The designated party of claim 11 , wherein the designated party comprises one or more of: a contact center agent, a contact center supervisor, and an account manager.

13 . The method of claim 1 , wherein the process is repeated for a plurality of customer accounts.

14 . The method of claim 11 , wherein an action comprises presenting a listing of customer accounts comprising dissatisfied customers to a designated party.

15 . The designated party of claim 14 , wherein the designated party comprises one or more of: a contact center agent, a contact center supervisor, and an account manager.

16 . The method of claim 1 , wherein if the threshold is not reached, repeating the process from step (a) until the threshold is reached.

17 . A method for determining moderate customer dissatisfaction using aggregated dimensions in an external contact and organization repository system, the method comprising the steps of:

a. gathering information automatically from a plurality of systems related to a designated customer account;

b. examining, by the external contact and organization repository system, the gathered information for the designated customer account, wherein the gathered information comprises a plurality of dimensions for the account; and

c. presenting to an account manager a summary screen in a GUI of the designated customer account.

18 . The method of claim 17 , wherein the moderate customer dissatisfaction further comprises a customer flight risk.

19 . The method of claim 17 , wherein the step of gathering information is performed by the external contact and organization repository system.

20 . The method of claim 17 , wherein the step of gathering information is performed by one or more third-party systems, wherein the one or more third-party systems convey gathered information to the external contact and organization repository system.

21 . The method of claim 17 , wherein the step of gathering information is performed by a combination of the external contact and organization repository system and one or more third-party systems, wherein the one or more third-party systems convey gathered information to the external contact and organization repository system.

22 . The plurality of systems of claim 17 , wherein the plurality of systems are internally connected to the external contact and organization repository system.

23 . The plurality of systems of claim 17 , wherein the plurality of systems are externally connected to the external contact and organization repository system.

24 . The plurality of systems of claim 17 , wherein the plurality of systems are a combination of internally and externally connected to the external contact and organization repository system.

25 . The method of claim 17 , wherein the plurality of systems comprise at least one of: contact center software, customer relationship management software, a ticketing system, a billing system, a social media account, a usage data system, and a diagnostic data system.

26 . The method of claim 17 , wherein the plurality of dimensions comprise one or more of: medium call volume, a plurality of medium priority tickets, upcoming contract renewal, a plurality of mediocre customer experience, and usage data.

27 . The method of claim 17 , wherein the account manager is engaged in contact with a party to the designated customer account.

28 . The method of claim 17 , wherein the summary screen comprises indicators of flight risk for the designated customer account.

29 . The method of claim 28 , wherein indicators comprise at least one of: a gauge and a percentage.

Assignments (4)
NOTICE OF SUCCESSION OF SECURITY INTERESTS AT REEL/FRAME 040815/0001 Recorded Feb 3, 2025
From: BANK OF AMERICA, N.A., AS RESIGNING AGENT
To: GOLDMAN SACHS BANK USA, AS SUCCESSOR AGENT
Reel/Frame 070498/0001 →
MERGER Recorded Jul 1, 2018
From: INTERACTIVE INTELLIGENCE GROUP, INC.
To: GENESYS TELECOMMUNICATIONS LABORATORIES, INC.
Reel/Frame 046463/0839 →
SECURITY AGREEMENT Recorded Dec 5, 2016
From: GENESYS TELECOMMUNICATIONS LABORATORIES, INC., AS GRANTOR; ECHOPASS CORPORATION; INTERACTIVE INTELLIGENCE GROUP, INC.; BAY BRIDGE DECISION TECHNOLOGIES, INC.
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 040815/0001 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 22, 2016
From: BICKELL, AARON I
To: INTERACTIVE INTELLIGENCE GROUP, INC.
Reel/Frame 040400/0750 →