Invention Grant
- Patent Title: Systems, methods, and apparatuses for implementing automatic entry of customer relationship management (CRM) data into a CRM database system
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Application No.: US15021695Application Date: 2014-10-14
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Publication No.: US11270316B2Publication Date: 2022-03-08
- Inventor: Elad Donsky , Gilad Raichshtain
- Applicant: IMPLISIT INSIGHTS LTD.
- Applicant Address: IL Tel Aviv
- Assignee: IMPLISIT INSIGHTS LTD.
- Current Assignee: IMPLISIT INSIGHTS LTD.
- Current Assignee Address: IL Tel Aviv
- Agency: Elliott, Ostrander & Preston, P.C.
- International Application: PCT/IB2014/065299 WO 20141014
- International Announcement: WO2015/056170 WO 20150423
- Main IPC: G06Q30/00
- IPC: G06Q30/00 ; G06F16/28 ; G06F16/2457 ; G06Q10/06 ; G06Q10/10

Abstract:
A method for data processing includes obtaining from multiple different organizations (24, 52, 54, 56) customer relationship management (CRM) records (110) and communication records (90). Reference vectors (130) of feature values are computed for the communication records in a training set. Global weights are computed for the feature values by evaluating the reference vectors for all of the different organizations. For each organization, respective company weights are computed by evaluating specifically the reference vectors computed over the CRM records and communication records belonging to the organization. For each person belonging to a given organization, respective user weights are computed for the feature values by evaluating specifically the reference vectors computed over the communication records that identify the person as the user. The weights are applied in order to assign the communication records that are not in the training set to respective ones of the CRM records.
Public/Granted literature
- US20160247163A1 AUTOMATIC CRM DATA ENTRY Public/Granted day:2016-08-25
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