Invention Grant
- Patent Title: Method and system for object synchronization in CRM systems
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Application No.: US13602157Application Date: 2012-09-01
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Publication No.: US10599620B2Publication Date: 2020-03-24
- Inventor: Daniel S. Appleman , Roan Bear , Andrea Wildt , Bonnie Crater
- Applicant: Daniel S. Appleman , Roan Bear , Andrea Wildt , Bonnie Crater
- Applicant Address: US CA San Mateo
- Assignee: Full Circle Insights, Inc.
- Current Assignee: Full Circle Insights, Inc.
- Current Assignee Address: US CA San Mateo
- Agency: Barcelo, Harrison & Walker LLP
- Agent Guadalupe M. Garcia
- Main IPC: G06F16/178
- IPC: G06F16/178 ; G06F16/27

Abstract:
In an embodiment of the present invention, a Response object collects and synchronizes information from other types of objects as may be implemented in a CRM system. For example, certain objects may include a Lead or Contact Object, a Campaign object, and an Opportunity Object that is synchronized into a Response object. In this way, the results for a given Lead or Contact can be directly attributed to the Campaign or Opportunity without having to guess as may be necessary in certain typical CRM systems.
Public/Granted literature
- US20130117228A1 Method and System for Object Synchronization in CRM systems Public/Granted day:2013-05-09
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