Invention Grant
- Patent Title: Enhancing communication sessions with customer relationship management information
- Patent Title (中): 加强与客户关系管理信息的沟通交流
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Application No.: US13926945Application Date: 2013-06-25
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Publication No.: US09307082B2Publication Date: 2016-04-05
- Inventor: Ron Mondri , Madan Natu , Anthony W Schmidt
- Applicant: Microsoft Corporation
- Applicant Address: US WA Redmond
- Assignee: MICROSOFT TECHNOLOGY LICENSING, LLC
- Current Assignee: MICROSOFT TECHNOLOGY LICENSING, LLC
- Current Assignee Address: US WA Redmond
- Agent Thomas Marquis; Jim Ross; Micky Minhas
- Main IPC: H04M3/51
- IPC: H04M3/51 ; H04M3/42

Abstract:
Communication sessions are enhanced with customer relationship management (CRM) information. A unified communication (UC) client application retrieves contextual information associated with a contact through a CRM extension from a CRM application. Opportunities associated with the contact are presented from the contextual information. Contacts associated with a selected opportunity are organized by stakeholder and team member categories and presented through the UC client application. Documents associated with the opportunity are also displayed by the UC client application. Any alterations to the contextual information through one of the presentation views including contact, opportunity, people, and documents are transmitted back to the CRM application through the CRM extension for storage.
Public/Granted literature
- US20140376712A1 ENHANCING COMMUNICATION SESSIONS WITH CUSTOMER RELATIONSHIP MANAGEMENT INFORMATION Public/Granted day:2014-12-25
Information query