Invention Grant
- Patent Title: Method of enhancing customer relationship management content and workflow
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Application No.: US17121300Application Date: 2020-12-14
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Publication No.: US11604842B1Publication Date: 2023-03-14
- Inventor: Christopher O'Donnell , Andy Pitre , Matt Schnitt , Emil Sit , Tim Hennekey , Matt Ball , Greg Brown , Ze'ev Klapow , Zoe Sobin , Jared Williams , Marc Neuwirth , Ricardo Villamil
- Applicant: HubSpot, Inc.
- Applicant Address: US MA Cambridge
- Assignee: HubSpot, Inc.
- Current Assignee: HubSpot, Inc.
- Current Assignee Address: US MA Cambridge
- Agency: Cooper Legal Group, LLC
- Main IPC: G06F16/951
- IPC: G06F16/951 ; G06Q30/0201 ; G06F16/955

Abstract:
Forward-looking sales activities are poorly served by existing Customer Relationship Managements systems, as the customer information those systems maintain by definition does not include the speculatively interested “leads” pursued in initial sales contacts. An Enrichment database, asynchronously loaded with corporate and optionally individual contact information in anticipation of use, provides real-time access to information in support of such first customer contacts. The Enrichment information may also be used to expedite creation and revision of CRM records.
Information query