Systems and methods of maintaining client relationships

In one embodiment, systems and methods are used to maintain client relationships by tracking and managing customers and agents involved in booking a cruise. Furthermore, various activities which take place between an agent and active customers are monitored, whereby the type and quantity of activiti...

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Hauptverfasser: KLOTZ IRWIN D, DELAND JOANELL U, DELVA JOELLE S, ELLIOTT TODD, LOCICERO FRED, LESLIE KEITH J, LEVY SANDI B, BERK BYRON J, LOISELLE VANCE M, ELENBERGER MAUREEN J, CARPENTER MICHAEL A, DELPINO GEORGE, MOORHEAD TIMOTHY M, KURK COURTNEY W. T, PORTER NANCY, FESSENDEN TIMOTHY, COX MITCH, TOLLE DOT, JUDY ELIZABETH K, COLANGELO PAUL, LUNA CHARLOTTE A, NICKERSON JEFFREY A, FORMAN DAVID A, SCHIFF MARTIN R, HINTZ SAMUEL L, CHRISTEN HOLLEY S, EVERHART-BROOKS SHARON, SUSSMAN-WILES KATHLEEN M, SCANLON MONICA, BASTNAGEL MARYANN, EWART VIVIAN D, HUFF WALLACE C, FERGUSON BRADLEY, QUINTANA ADOLF, REYNOLDS KAREN J, FITTON PAUL, SHEROTA MICHAEL T, CODD TRACEY LEE, RODRIQUEZ ELENA M, HELMS KEVIN, BURKARD ANNE D
Format: Patent
Sprache:eng
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Zusammenfassung:In one embodiment, systems and methods are used to maintain client relationships by tracking and managing customers and agents involved in booking a cruise. Furthermore, various activities which take place between an agent and active customers are monitored, whereby the type and quantity of activities performed by the agent is evaluated to assign a period of time of ownership of the customer. During the period of time while the customer is owned, other agents are prevented from acquiring the customer and subsequent booking commission. A series of rules which determine the duration of ownership of the customer are maintained and applied to enable the ownership to be changed as needed.