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公开(公告)号：US11080163B2
公开(公告)日：2021-08-03
申请号：US16019398
申请日：2018-06-26
Applicant: SugarCRM Inc.
Inventor： Matt Marum , Henry Rogers
IPC: G06F15/173 , G06F11/34 , H04L29/08
Abstract: A method for adaptive content balancing for Web clients includes monitoring content processing performance in different client computing devices communicatively coupled over a network to a content server, measuring the content processing performance for each of the different devices and storing the measured performance for each of the different devices in connection with different resource groupings of the requested content type. Thereafter, a request for content is received in the content server from one of the devices, and the stored performance is retrieved. As such, the retrieved metrics of the computing device are matched to the retrieved metrics of one of a multiplicity of groupings of one or more different resources associated with the requested content and the resources of the one of the multiplicity of the groupings is included in the requested content. Finally, the requested content is transmitted to the one of the client computing devices.
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2.发明申请SANKEY ASSISTED BUSINESS OPPORTUNITY TASK ASSIGNMENT IN A CUSTOMER RELATIONSHIP MANAGEMENT (CRM) SOLUTION 审中-公开SANKEY协助商业机会在客户关系管理（CRM）解决方案中的任务机会公开(公告)号：US20160063409A1
公开(公告)日：2016-03-03
申请号：US14469534
申请日：2014-08-26
Applicant: SugarCRM Inc.
Inventor： Matthew Marum , Henry Rogers
CPC classification number: G06Q10/06311 , G06Q30/01
Abstract: A method for Sankey assisted business opportunity task management in a customer relationship management (CRM) solution includes generating a Sankey visualization of different Sankey flows from business opportunity type to different sales representatives through intermediate stages of a sales cycle. The method also includes displaying the generated Sankey visualization in a triage portion of a user interface for the CRM solution. The method yet further includes selecting a new business opportunity through a new business opportunity portion of the user interface for the CRM solution, and further selecting a particular one of the sales representatives through the triage portion of the user interface of the CRM solution. Finally, the method includes responding to the selection of the particular one of the sales representatives by assigning in the CRM solution the particular one of the sales representatives to one or more tasks corresponding to the selected new business opportunity.
Abstract translation: 在客户关系管理（CRM）解决方案中，Sankey协助商业机会任务管理的一种方法包括在销售周期的中间阶段，通过生成不同Sankey流从商业机会类型到不同销售代表的Sankey可视化。 该方法还包括在用于CRM解决方案的用户界面的分类部分中显示生成的Sankey可视化。 该方法还包括通过用于CRM解决方案的用户界面的新商业机会部分来选择新的商业机会，以及通过CRM解决方案的用户界面的分类部分进一步选择销售代表中的特定一个。 最后，该方法包括通过将CRM解决方案中的特定销售代表分配给与所选择的新业务机会相对应的一个或多个任务来响应特定销售代表的选择。
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公开(公告)号：US09672197B2
公开(公告)日：2017-06-06
申请号：US14514005
申请日：2014-10-14
Applicant: SUGARCRM Inc.
Inventor： Julien Girault , Matthew Marum , Henry Rogers
CPC classification number: G06F17/2247 , G06F17/272 , G06F17/2785
Abstract: Embodiments of the invention provide for universal rebranding of a Web site. A method for Web site universal rebranding includes loading source code for a source Web site and source code for a target Web site. The method also includes parsing the source code to identify for each of the source Web site and the target Web site a style sheet framework, one or more icons representative of branded logos, and a color and font scheme. Thereafter, design ontologies for both the source and also the target Web site are generated based upon the respectively identified style sheet frameworks, icons, logos and color and font schemes. Finally, the ontologies can be compared to identify common design elements and the style sheet framework of the target Web site can be modified to incorporate design values for the common design elements drawn from the style sheet of the source Web site.
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公开(公告)号：US20160307219A1
公开(公告)日：2016-10-20
申请号：US14690465
申请日：2015-04-19
Applicant: SugarCRM Inc.
Inventor： Karen Hsu , Samir Khosla , Henry Rogers , Anwesa Chatterjee , Wes Moran
CPC classification number: G06Q30/0202 , G06Q30/01
Abstract: Embodiments of the present invention provide a method, system and computer program product for customer lifecycle management visualization. In an embodiment of the invention, a method for customer lifecycle management visualization includes defining multiple different stages of a customer lifecycle in a CRM application executing in memory of a computer. The method also includes loading records for a business opportunity from a data store of CRM data stored by way of the CRM application and rendering in a user interface to the CRM application, a visualization of the different stages of the customer lifecycle. Finally, the method includes displaying a state of the business opportunity within the visualization by visually distinguishing ones of the stages already completed in connection with the business opportunity from ones of the stages not yet completed in connection with the business opportunity.
Abstract translation: 本发明的实施例提供了一种用于客户生命周期管理可视化的方法，系统和计算机程序产品。 在本发明的一个实施例中，一种用于客户生命周期管理可视化的方法包括定义在计算机存储器中执行的CRM应用中的客户生命周期的多个不同阶段。 该方法还包括通过CRM应用程序存储的CRM数据的数据存储装载商业机会记录，并在用户界面中呈现到CRM应用程序，可视化客户生命周期的不同阶段。 最后，该方法包括通过将与业务机会相关的已经完成的阶段中的一个阶段通过与尚未结束的业务机会尚未完成的阶段的视觉区分来在可视化内显示商业机会的状态。
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公开(公告)号：US10007591B2
公开(公告)日：2018-06-26
申请号：US15010716
申请日：2016-01-29
Applicant: SugarCRM Inc.
Inventor： Matt Marum , Henry Rogers
IPC: G06F15/173 , G06F11/34 , H04L29/08
CPC classification number: G06F11/3495 , G06F11/3409 , G06F2201/875 , H04L67/1012
Abstract: A method for adaptive content balancing for Web clients includes monitoring content processing performance in different client computing devices communicatively coupled over a network to a content server, measuring the content processing performance for each of the different devices and storing the measured performance for each of the different devices in connection with different resource groupings of the requested content type. Thereafter, a request for content is received in the content server from one of the devices, and the stored performance is retrieved. As such, the retrieved metrics of the computing device are matched to the retrieved metrics of one of a multiplicity of groupings of one or more different resources associated with the requested content and the resources of the one of the multiplicity of the groupings is included in the requested content. Finally, the requested content is transmitted to the one of the client computing devices.
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Patent Agency Ranking
公开(公告)号：US20180025359A1
公开(公告)日：2018-01-25
申请号：US15214442
申请日：2016-07-19
Applicant: SugarCRM Inc.
Inventor： Matt Marum , Henry Rogers
CPC classification number: G06Q30/01 , G06Q10/0633 , G06Q10/067 , G06Q30/0611
Abstract: Embodiments of the present invention provide a method, system and computer program product for customer journey optimized data pre-fetching. In a method of invention, different stages of a customer journey in a customer journey model are defined for customers of a CRM application. As well, a mapping is created in the CRM application between each of the stages of the customer journey in the customer journey model and a corresponding selection of resources of the CRM application. Thereafter, a retrieval of a customer related record for a particular one of the customers is detected and in response, a particular one of the stages of the customer journey is identified that corresponds to the particular one of the customers, a corresponding selection of resources is determined from the mapping for the identified particular one of the stages, and the selection of resources is pre-fetched.
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公开(公告)号：US20170222896A1
公开(公告)日：2017-08-03
申请号：US15010716
申请日：2016-01-29
Applicant: SugarCRM Inc.
Inventor： Matt Marum , Henry Rogers
IPC: H04L12/26
CPC classification number: G06F11/3495 , G06F11/3409 , G06F2201/875 , H04L67/1012
Abstract: A method for adaptive content balancing for Web clients includes monitoring content processing performance in different client computing devices communicatively coupled over a network to a content server, measuring the content processing performance for each of the different devices and storing the measured performance for each of the different devices in connection with different resource groupings of the requested content type. Thereafter, a request for content is received in the content server from one of the devices, and the stored performance is retrieved. As such, the retrieved metrics of the computing device are matched to the retrieved metrics of one of a multiplicity of groupings of one or more different resources associated with the requested content and the resources of the one of the multiplicity of the groupings is included in the requested content. Finally, the requested content is transmitted to the one of the client computing devices.
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公开(公告)号：US20150302619A1
公开(公告)日：2015-10-22
申请号：US14256822
申请日：2014-04-18
Applicant: SugarCRM Inc.
Inventor： Matthew Marum , Henry Rogers
IPC: G06T11/20
CPC classification number: G06T11/206
Abstract: Embodiments of the present invention provide a method, system and computer program product for chart decomposition and sequencing in a limited display device. In an embodiment of the invention, a method of chart decomposition and sequencing in a limited display device is provided. The method includes generating a data visualization for raw data and partitioning the data visualization into a set of a discrete number of segments. The method also includes establishing a sequence for the segments in the set. Finally, the method includes displaying the segments sequentially in frames of an animation according to the sequence in a display of the limited display device.
Abstract translation: 本发明的实施例提供了一种用于在有限显示设备中进行图表分解和排序的方法，系统和计算机程序产品。 在本发明的实施例中，提供了一种在有限的显示设备中的图表分解和排序的方法。 该方法包括生成原始数据的数据可视化，并将数据可视化分割成一组离散数量的段。 该方法还包括为集合中的段建立序列。 最后，该方法包括根据受限显示设备的显示中的顺序依次显示片段的动画片段。
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公开(公告)号：US10311607B2
公开(公告)日：2019-06-04
申请号：US14256822
申请日：2014-04-18
Applicant: SugarCRM Inc.
Inventor： Matthew Marum , Henry Rogers
Abstract: Embodiments of the present invention provide a method, system and computer program product for chart decomposition and sequencing in a limited display device. In an embodiment of the invention, a method of chart decomposition and sequencing in a limited display device is provided. The method includes generating a data visualization for raw data and partitioning the data visualization into a set of a discrete number of segments. The method also includes establishing a sequence for the segments in the set. Finally, the method includes displaying the segments sequentially in frames of an animation according to the sequence in a display of the limited display device.
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公开(公告)号：US20180307581A1
公开(公告)日：2018-10-25
申请号：US16019398
申请日：2018-06-26
Applicant: SugarCRM Inc.
Inventor： Matt Marum , Henry Rogers
CPC classification number: G06F11/3495 , G06F11/3409 , G06F2201/875 , H04L67/1012
Abstract: A method for adaptive content balancing for Web clients includes monitoring content processing performance in different client computing devices communicatively coupled over a network to a content server, measuring the content processing performance for each of the different devices and storing the measured performance for each of the different devices in connection with different resource groupings of the requested content type. Thereafter, a request for content is received in the content server from one of the devices, and the stored performance is retrieved. As such, the retrieved metrics of the computing device are matched to the retrieved metrics of one of a multiplicity of groupings of one or more different resources associated with the requested content and the resources of the one of the multiplicity of the groupings is included in the requested content. Finally, the requested content is transmitted to the one of the client computing devices.
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