Invention Grant
- Patent Title: Systems and methods for facilitation communications among customer relationship management users
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Application No.: US16290881Application Date: 2019-03-02
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Publication No.: US10909142B2Publication Date: 2021-02-02
- Inventor: Tom Kraljevic , Fernando Rodriguez, III , Geetha Vallabhaneni
- Applicant: Luminix, Inc.
- Applicant Address: US CA Alameda
- Assignee: Luminix, Inc.
- Current Assignee: Luminix, Inc.
- Current Assignee Address: US CA Alameda
- Agent Robert H Lee
- Main IPC: G06F7/00
- IPC: G06F7/00 ; G06F16/27 ; G06Q30/00 ; H04L29/08

Abstract:
A method for synchronizing Customer Relationship Management data between a Software as a Service (“SaaS”) CRM provider and a mobile device. This method enables both read and write access from the mobile device whether a network connection to the SaaS provider is available or not. The method involves creating a local mobile device database to track portions or all of the SaaS provider database. In the case where a network separation occurs and the device and SaaS databases diverge, the synchronization method may be used to make the mobile device database and the SaaS database consistent and coherent again. In one embodiment, multiple local database tables are used to represent a single SaaS CRM table to facilitate synchronization, and a status indicator is used to visually and quickly convey status to the mobile user.
Public/Granted literature
- US20190197045A1 Systems and Methods for Facilitation Communications Among Customer Relationship Management Users Public/Granted day:2019-06-27
Information query