Abstract: The most preferred embodiments of the present invention comprise a system and a method for managing and implementing customer/client retention-related communication activities with a high degree of flexibility and customization, making the present invention particularly well-suited for use in disparate business environments, as well as government and non-profit environments. Deployed over the Internet, the present invention provides a mechanism for multi-tiered organizations to control and manage the types of communications used by company personnel for customer contact, including marketing and similar campaigns for cross-selling, as well as customer loyalty and retention purposes.

Abstract: The apparatus and methods disclosed herein provide a convenient and efficient computer-based process methodology for identifying and qualifying people for different solutions and outcomes and enrolling and/or registering people in appropriate programs as they are identified.