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1. 发明授权

US11610275B1 System and methods for customer relationship management for an energy provider 有权
公开(公告)号：US11610275B1
公开(公告)日：2023-03-21
申请号：US14050499
申请日：2013-10-10
申请人： Ambit Holdings, L.L.C.
发明人： David V. Martinez , John Burke
IPC分类号： G06Q50/06 , G06Q20/10
摘要： Systems and methods are disclosed for a customer relationship management system for a retail electric energy provider. A customer valuation engine is applied to evaluate customer data to make customer valuations, continuously or on-demand, in support of customer service through a call center. In a preferred embodiment, monthly average profitability is determined as one customer valuation and probability of attrition is determined as another customer valuation. A customer retention matrix and a customer treatment matrix are developed based constructing a graph of customer monthly average profitability and probability of attrition. The customer retention matrix provides a set of instructions to a call center operator to aid the operator in communicating with the customer while helping retain the customer. The customer treatment matrix provides a set of instructions to a call center operator to aid the operator in communicating with a customer about late bills, disconnects and other treatment situations.

2. 发明授权

US10650359B2 Energy distribution and marketing backoffice system and method 有权
公开(公告)号：US10650359B2
公开(公告)日：2020-05-12
申请号：US13892706
申请日：2013-05-13
申请人： Ambit Holdings, L.L.C.
发明人： John Burke
IPC分类号： G06Q20/10 , G06Q50/06
摘要： A retail energy provider system comprising a market transaction manager, business rules and requirements processor, usage rater, customer analysis and quality control auditor, customer billing processor and collection manager, customer payment processor, third party sales and marketing application programming interface, customer acquisition and residual income interface, having a wholesale forecaster, interactive voice response system, intranet web services, internet web services and network based external customer service and executive management systems and financial services functions, all said functions and systems interacting with a robust SQL database engine for which the novel database schema is taught herein.

3. 发明申请

US20140025475A1 SYSTEM AND METHOD FOR MARKETING SPONSORED ENERGY SERVICES 审中-公开
标题翻译：用于营销赞助能源服务的系统和方法
公开(公告)号：US20140025475A1
公开(公告)日：2014-01-23
申请号：US14038019
申请日：2013-09-26
申请人： Ambit Holdings, L.L.C.
发明人： John Burke
IPC分类号： G06Q30/02
CPC分类号： G06Q30/0237 , G06Q20/102 , G06Q30/02 , G06Q50/06 , Y04S50/00
摘要： Systems and methods are disclosed for a retail energy marketing system including a server interacting with a remote display device, a sponsor, an energy market organization, and a set of financial services companies. The server executes an application for servicing customers while interacting with the remote display device and a sponsor application for sponsors to set up advertising and incentives for the retail energy marketing system. The server also executes a database, an ESI ID lookup application for validating customer eligibility for services and an accounting application for EMO energy usage transactions, EMO invoice transactions, customer bills, customer payments, treatment operations, customer incentives and sponsor commissions. A remote display device is placed at a retail location where customers can sign-up for energy services, view and print their billing and payment histories, and pay their bills. In return for using the remote display device, customers may receive incentives from the sponsor.
摘要翻译：公开了用于零售能量营销系统的系统和方法，包括与远程显示设备，赞助商，能源市场组织和一组金融服务公司交互的服务器。服务器执行一个应用程序，用于与远程显示设备进行交互服务，以及赞助商应用程序为赞助商建立零售能量营销系统的广告和激励措施。服务器还执行数据库，ESI ID查找应用程序，用于验证客户的服务资格以及EMO能源使用交易，EMO发票交易，客户账单，客户支付，治疗操作，客户奖励和发起人佣金的会计应用程序。远程显示设备放置在零售点，客户可以注册能源服务，查看和打印其记帐和付款历史，并支付账单。作为使用远程显示设备的回报，客户可能会收到赞助商的奖励。

4. 发明申请

US20130246257A1 ENERGY DISTRIBUTION AND MARKETING BACKOFFICE SYSTEM AND METHOD 审中-公开
标题翻译：能源分配和营销备用系统及方法
公开(公告)号：US20130246257A1
公开(公告)日：2013-09-19
申请号：US13892706
申请日：2013-05-13
申请人： AMBIT HOLDINGS, L.L.C.
发明人： John Burke
IPC分类号： G06Q20/10
摘要： A retail energy provider system comprising a market transaction manager, business rules and requirements processor, usage rater, customer analysis and quality control auditor, customer billing processor and collection manager, customer payment processor, third party sales and marketing application programming interface, customer acquisition and residual income interface, having a wholesale forecaster, interactive voice response system, intranet web services, internet web services and network based external customer service and executive management systems and financial services functions, all said functions and systems interacting with a robust SQL database engine for which the novel database schema is taught herein.
摘要翻译：零售能源供应商系统，包括市场交易经理，业务规则和需求处理器，使用者，客户分析和质量控制审核员，客户计费处理器和收集管理器，客户支付处理器，第三方销售和营销应用程序编程接口，客户获取和剩余收入界面，拥有批发预报员，交互式语音响应系统，内部网服务，互联网网络服务和基于网络的外部客户服务以及执行管理系统和金融服务功能，所有功能和系统都与强大的SQL数据库引擎进行交互本文教导了新颖的数据库模式。

5. 发明授权

US10108976B2 System and method for marketing sponsored energy services 有权
公开(公告)号：US10108976B2
公开(公告)日：2018-10-23
申请号：US14038019
申请日：2013-09-26
申请人： Ambit Holdings, L.L.C.
发明人： John Burke
IPC分类号： G06Q30/02 , G06Q50/06 , G06Q20/10
摘要： Systems and methods are disclosed for a retail energy marketing system including a server interacting with a remote display device, a sponsor, an energy market organization, and a set of financial services companies. The server executes an application for servicing customers while interacting with the remote display device and a sponsor application for sponsors to set up advertising and incentives for the retail energy marketing system. The server also executes a database, an ESI ID lookup application for validating customer eligibility for services and an accounting application for EMO energy usage transactions, EMO invoice transactions, customer bills, customer payments, treatment operations, customer incentives and sponsor commissions. A remote display device is placed at a retail location where customers can sign-up for energy services, view and print their billing and payment histories, and pay their bills. In return for using the remote display device, customers may receive incentives from the sponsor.

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