Methods, processes, and systems to deploy artificial intelligence (ai)-based customer relationship management (crm) system using model-driven software architecture

Patent metadata

Field	Value
Publication number	US-2025148487-A1
Application number	US-202519015232-A
Country	US
Kind code	A1
Filing date	Jan 9, 2025
Priority date	Jun 22, 2021
Publication date	May 8, 2025
Grant date	—

Abstract

A method includes curating CRM data by employing a type system of a model-driven architecture and selecting an AI CRM application from a group of applications. Each CRM application may generate one or more use case insights with one or more objectives. The method also includes obtaining one or more data models including an industry-specific data model from the curated CRM data and orchestrating a plurality of machine learning models for the selected CRM application with the obtained data model(s) to determine one or more machine learning models effective for at least one objective of the selected CRM application. The method further includes applying the determined machine learning model(s) and the obtained data model(s) to predict probabilities that optimize the at least one objective and using the predicted probabilities to apply at least one of the one or more use case insights that optimizes the at least one objective.

First claim

What is claimed is:

1 . A method comprising:
executing at least one of multiple customer relationship management (CRM) functions using one or more processors, each CRM function associated with and configured to use one or more trained machine learning models and one or more data models; administering, using a model orchestrator, usage of the machine learning models and the data models based on (i) the at least one CRM function of the multiple CRM functions being executed and (ii) a specified use case associated with the at least one CRM function being executed; generating evidence packages associated with predictions produced by the machine learning models, each evidence package identifying features that contribute to the associated prediction generated by the associated machine learning model; and providing one or more of the evidence packages as one or more inputs to at least one of the machine learning models.

2 . The method of claim 1 , wherein:
each of one or more of the CRM functions is associated with (i) a core machine learning model and one or more additional machine learning models and (ii) a core data model and one or more additional data models, the one or more additional machine learning models and the one or more additional data models extending the core machine learning model and the core data model to one or more industry-specific functionalities; and the model orchestrator administers usage of the core machine learning model, the one or more additional machine learning models, the core data model, and the one or more additional data models for each of the one or more CRM functions.

3 . The method of claim 1 , wherein one or more of the machine learning models are configured to generate the predictions using (i) internal information of a company seeking to provide one or more products or services to customers and (ii) external information from outside the company.

4 . The method of claim 1 , wherein administering the usage of the machine learning models and the data models comprises at least one of:
identifying machine learning model templates for different use cases; training and retraining at least some of the machine learning models associated with the CRM functions; performing inferencing on data using the machine learning models; triggering computations of feature contributions and aggregate feature contributions into virtual-features; and creating actionable recommendations for representatives to achieve specified objectives.

5 . The method of claim 1 , wherein:
administering the usage of the machine learning models and the data models comprises:
identifying machine learning model templates for different use cases; and
applying the one or more machine learning models associated with at least one of the CRM functions based on one of the model templates; and
each model template includes a specification defining one or more specified machine learning models to be used, one or more inputs to be provided to the one or more specified machine learning models, at least one algorithm to be performed, and a scope of data to be processed using the one or more specified machine learning models.

6 . The method of claim 1 , wherein executing the at least one CRM function comprises performing an opportunity scoring function by:
using a first machine learning model to predict a probability that a transaction opportunity involving a customer will be successfully completed; using a second machine learning model to predict a probable closing date for the transaction opportunity; and determining a probability that the transaction opportunity will be successfully completed by the closing date.

7 . The method of claim 1 , wherein executing the at least one CRM function comprises performing a precision revenue forecasting function by:
using a machine learning model to predict a probability that each of multiple transaction opportunities involving customers will be successfully completed within a given timeframe, the probabilities predicted using information associated with individual transaction opportunities; and using the probabilities and deal sizes to generate a revenue forecast.

8 . The method of claim 1 , wherein executing the at least one CRM function comprises at least one of:
using a machine learning model to predict transaction volumes for specified products or services within a given timeframe; providing a demand forecast for likely products that are to be sold to customers in order to optimize product inventory to produce and deliver the products within the given timeframe; performing a next best offer or next best product determination function by using a machine learning model to predict one or more additional products or services that a particular customer is likely to obtain if offered; performing a churn management function by using a machine learning model to predict whether an existing customer is likely to cease being a customer completely or partially within a given timeframe; performing a churn management function by using a machine learning model to predict an aggregate likelihood of a group of existing customers ceasing to be customers completely or partially within a given timeframe; performing a relationship intelligence function by using a machine learning model to identify one or more direct or indirect relationships between a company and its customers and to evaluate connection strengths; and performing a lead scoring function by using a machine learning model to identify a probability of a prospective customer purchasing at least one product or service if offered.

9 . The method of claim 1 , wherein executing the at least one CRM function comprises at least one of:
performing a price optimization function by using a machine learning model to predict a price range that is acceptable to at least one customer and identify a most likely price point in the price range that the at least one customer will accept; performing a warranty or upgrade replacement function by using a machine learning model to predict whether one or more customers are likely to upgrade a product or service and prioritize the one or more customers for service actions or sales efforts; performing a marketing optimization function by using one or more machine learning models to predict which marketing activities are likely to increase revenue, analyze drivers of previous successful and unsuccessful marketing campaigns, and recommend marketing investments across potential campaigns; performing a customer satisfaction analysis function by using a machine learning model to analyze customers' sentiments about at least one of: a company, one or more products or services of the company, transaction opportunities involving the customers, and the customers' relationships with the company; and performing a customer segmentation analysis function by using a machine learning model to segment or divide customers into groups with shared characteristics.

10 . The method of claim 1 , wherein executing the at least one CRM function comprises at least one of:
performing a recommendation function by identifying sales or service actions in order to achieve one or more specified objectives; performing a recommendation function by predicting at least one of: a customer satisfaction level for each of multiple customers and customer satisfaction levels in aggregate; utilizing one or more of the machine learning models associated with one or more of the CRM functions to provide actionable recommendations for representatives to improve a likelihood that the representatives achieve specified objectives; using one or more of the machine learning models associated with one or more of

Assignees

• C3 Ai Inc

Inventors

• Siebel Thomas M
• Behzadi Houman
• Krishnan Nikhil
• Krishna Varun Badrinath
• Ershova Anna L
• Woollen Mark
• An Ruiwen
• Boncoraglio Gabriele
• Christensen Aaron James
• Khosla Kush
• Razavi Hoda
• Compton Ryan

Classifications

• G06Q30/01

  Customer relationship services · CPC title

• G06Q30/0202

  Market predictions or forecasting for commercial activities · CPC title

• G06Q30/0201 Primary

  Market modelling; Market analysis; Collecting market data · CPC title