Abstract: Methods and systems for representing a customer's product purchasing profile to a customer service representative in an automated customer relationship management environment is provided which includes identifying a set of products for a sales campaign, identifying one or more relationships between the products within the set of products and representing each product from within the set by a distinct image in a graphical display. The product images are visually distinguished in the graphical display based upon the identified product relationships. A propensity of the customer to purchase each unowned product may be determined based upon one or more demographic attributes of the customer, and the product images distinguished in the display based upon the determined purchase propensities.

Abstract: A system and methods for suggesting interaction strategies to customer service representatives in a customer relationship management environment which includes analyzing customer data to determine one or more patterns and generating a set of rules based upon the patterns. A recommendation engine is used to compare the rules to a current customer interaction to recognize one or more of the patterns in the interaction. Real-time interaction strategies are then suggested which correspond to the recognized patterns.

Abstract: Methods and systems for representing a customer's product purchasing profile to a customer service representative in an automated customer relationship management environment is provided which includes identifying a set of products for a sales campaign, identifying one or more relationships between the products within the set of products and representing each product from within the set by a distinct image in a graphical display. The product images are visually distinguished in the graphical display based upon the identified product relationships. A propensity of the customer to purchase each unowned product may be determined based upon one or more demographic attributes of the customer, and the product images distinguished in the display based upon the determined purchase propensities.