Invention Grant
- Patent Title: Retail deployed customer relationship management
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Application No.: US14562659Application Date: 2014-12-05
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Publication No.: US10803473B2Publication Date: 2020-10-13
- Inventor: Matthew Marum , Wes Moran
- Applicant: SugarCRM Inc.
- Applicant Address: US CA Cupertino
- Assignee: SUGARCRM INC.
- Current Assignee: SUGARCRM INC.
- Current Assignee Address: US CA Cupertino
- Agency: Shutts & Bowen LLP
- Agent Steven M. Greenberg, Esq.
- Main IPC: G06Q30/00
- IPC: G06Q30/00 ; G06Q30/02 ; G06Q30/06

Abstract:
Embodiments of the invention provide a method, system and computer program product for retail deployed CRM. A CRM method for retail environments includes sensing entry of a mobile device into a physical space and identifying a customer record for a customer in a CRM system associated with the detected mobile device. The method also includes thereafter detecting a proximity of the mobile device to a product stored in the physical space and creating an opportunity record in the CRM system in connection with the customer for the product. Finally, the method includes responding to sensing egress of the mobile device from the physical space, by marking the opportunity record as closed-won if the product has been purchased by the customer.
Public/Granted literature
- US20160162908A1 RETAIL DEPLOYED CUSTOMER RELATIONSHIP MANAGEMENT Public/Granted day:2016-06-09
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