Patents Assigned to SugarCRM, Inc.
  • Patent number: 11367079
    Abstract: Embodiments of the present invention provide method, system and computer program product for complimentary CRM mobile integration. In an embodiment of the invention, a method for CRM mobile integration includes initially identifying an end user who simultaneously accesses both a CRM application executing in memory of a host computing platform, and also a CRM application agent executing in memory of a mobile computing device that is separate from the host computing platform. The method also includes, thereafter, detecting a request by the end user to access data in the CRM application. Finally, the method includes responding to the detection of the request by selecting an action for the mobile device in a table corresponding to a type of the data in the CRM application, and directing the CRM application in the mobile device to prompt the end user to complete the selected action for the data of the request.
    Type: Grant
    Filed: August 7, 2016
    Date of Patent: June 21, 2022
    Assignee: SugarCRM, Inc.
    Inventors: Filipe Guerra, Vladyslav Kulchytskyy
  • Patent number: 11080163
    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.
    Type: Grant
    Filed: June 26, 2018
    Date of Patent: August 3, 2021
    Assignee: SugarCRM Inc.
    Inventors: Matt Marum, Henry Rogers
  • Patent number: 11055339
    Abstract: Displaying contact-related information is disclosed. An association between a contact address not specific to a source of contact-related information and an identity of an entity at the source of contact-related information may be determined. Information representing the association between the contact address and the identity of the entity at the source of contact-related information is stored. The information representing the association is stored at a node associated with a service configured to use the information representing the association to retrieve from the source of contact-related information a response data associated with the entity in response to an expression of interest in a contact with which the contact address is associated.
    Type: Grant
    Filed: February 5, 2019
    Date of Patent: July 6, 2021
    Assignee: SUGARCRM INC.
    Inventors: Somrat Niyogi, Jason McDowall, Pushkar Singh, Andreas Sandberg, Wiebke Poerschke
  • Patent number: 10803473
    Abstract: Embodiments of the invention provide a method, system and computer program product for retail deployed CRM. A CRM method for retail environments includes sensing entry of a mobile device into a physical space and identifying a customer record for a customer in a CRM system associated with the detected mobile device. The method also includes thereafter detecting a proximity of the mobile device to a product stored in the physical space and creating an opportunity record in the CRM system in connection with the customer for the product. Finally, the method includes responding to sensing egress of the mobile device from the physical space, by marking the opportunity record as closed-won if the product has been purchased by the customer.
    Type: Grant
    Filed: December 5, 2014
    Date of Patent: October 13, 2020
    Assignee: SUGARCRM INC.
    Inventors: Matthew Marum, Wes Moran
  • Patent number: 10728700
    Abstract: A method, system and computer program product for privacy assurance in location based services is provided. The method includes receiving a location of a mobile device corresponding to an end user of a multi-user enterprise application. The method additionally includes identifying a valid location of the mobile device that is at least a threshold distance from the received location and that is a public facility. Finally, the method includes presenting the valid location to other end users in the multi-user enterprise application in lieu of the received location.
    Type: Grant
    Filed: April 15, 2015
    Date of Patent: July 28, 2020
    Assignee: SUGARCRM INC.
    Inventors: Filipe Guerra, Vladyslav Kulchytskyy
  • Patent number: 10628800
    Abstract: Embodiments of the present provide a method, system and computer program product for the automated launching of an e-meeting. In an embodiment of the invention, a method for meeting invite management includes creating in a C&S system an event from an e-mail invite to attend an e-meeting. Subsequently, the invite is parsed to extract into memory a hyperlink to the e-meeting, a user identifier and password. Thereafter, macro logic is generated that is programmed to access the e-meeting at the hyperlink and to authenticate into the e-meeting utilizing the user identifier and password. Finally, the macro logic is associated with a user interface control and the user interface control is embedded into the created event in the C&S system.
    Type: Grant
    Filed: October 28, 2014
    Date of Patent: April 21, 2020
    Assignee: SUGARCRM INC.
    Inventor: Wes Moran
  • Patent number: 10613736
    Abstract: Embodiments of the invention provide a method, system and computer program product for drag and drop manipulation of object attribute values. In an embodiment of the invention, a method for drag and drop manipulation of object attribute values is provided. The method includes detecting a drop event for an object in a GUI of an application executing in memory of a computer. The method additionally includes identifying a region of the GUI into which the object is dropped and retrieving a value associated with the identified region, that is additionally associated with an attribute of the object. Finally, the method includes setting the attribute of the object with the retrieved value.
    Type: Grant
    Filed: March 15, 2013
    Date of Patent: April 7, 2020
    Assignee: SUGARCRM INC.
    Inventor: David Tam
  • Patent number: 10546052
    Abstract: A method, system and computer program product for touch screen interface utilization during forms generation in a CRM system is provided. The method includes logically subdividing into different discrete portions, a touch screen of a mobile computing device and associating each with a particular record field for a multiplicity of different records in the CRM system. The method also includes selecting a particular one of the different records through the touch screen and receiving handwritten input on the touch screen and converting the handwritten input into computer recognizable text. Thereafter, the computer recognizable text is provided as text input to a field of the selected record corresponding to a portion of the touch screen in which the handwritten input is received. Finally, the method includes generating and displaying in the touch screen a form utilizing the text input of the field of the record in the CRM system.
    Type: Grant
    Filed: October 12, 2015
    Date of Patent: January 28, 2020
    Assignee: SUGARCRM INC.
    Inventors: Filipe Guerra, Vladyslav Kulchytskyy
  • Patent number: 10510085
    Abstract: A method, system and computer program product for time and location aware customer relationship management (CRM) is provided. A method for time and location aware CRM includes obtaining a location for a mobile computing device, forwarding the location to a CRM application, and responding to an identification of a contact in the CRM application that is proximate to the obtained location, by retrieving a related data record for the contact from the CRM application and by displaying the related record in the mobile computing device in a user interface for the CRM application. Further, a current time for the mobile computing device can be obtained and forwarded to the CRM application. Responsive to identifying a meeting in the CRM application that is scheduled proximate to the obtained time, a related data record for the meeting can be retrieved from the CRM application and displayed in the mobile computing device.
    Type: Grant
    Filed: March 15, 2013
    Date of Patent: December 17, 2019
    Assignee: SUGARCRM INC.
    Inventor: Majed Itani
  • Patent number: 10475041
    Abstract: Embodiments of the present invention provide a method, system and computer program product for customer-product interaction driven CRM. In an embodiment of the invention, the method includes detecting an orientation change of a unit of a product so as to indicate the unit being held by a customer, for instance based upon data values read from an accelerometer affixed to the unit of product. The method also includes timing a duration in which the unit is held by the customer, and in response to the duration exceeding a threshold period of time, executing a CRM action in a CRM application with respect to the product and customer. In this regard, as an example the CRM action can be a message transmitted to a mobile device associated with the customer, or as another example, the CRM action can be a message transmitted to a sales representative geographically proximate to the customer.
    Type: Grant
    Filed: March 30, 2015
    Date of Patent: November 12, 2019
    Assignee: SUGARCRM INC.
    Inventors: Matthew Marum, Wes Moran
  • Patent number: 10467633
    Abstract: A business software application system and method are provided that include a feed system for distributing changes about the application/module to a group of users and a cloud connector system that links external data sources to the business software application system and method.
    Type: Grant
    Filed: December 11, 2009
    Date of Patent: November 5, 2019
    Assignee: SUGARCRM INC.
    Inventors: Yun-Ping Hsu, Majed Itani, Ajay Gupta, Roger Smith, Rob Aagaard, Andrew Wu, Collin Lee, Lila Alexei Tretikov
  • Patent number: 10468051
    Abstract: Embodiments of the invention provide for the automated retrieval of contextual relevant data in an in-person meeting. In an embodiment of the invention, a method for the automated retrieval of contextual relevant data in an in-person meeting includes capturing speech audio in an in-person meeting through a transducer coupled to a personal computing device and speech recognizing the captured speech audio without regard to any speaker of the captured speech audio so as to produce a corpus of speech recognized text. The method also includes parsing the corpus of speech recognized text in order to identify a multiplicity of keywords and mapping the keywords to one or more records of an enterprise application. Finally, the method includes displaying a user interface to the enterprise application in the personal computing device and displaying in the user interface the one or more records.
    Type: Grant
    Filed: May 9, 2015
    Date of Patent: November 5, 2019
    Assignee: SUGARCRM INC.
    Inventors: Charles Godewyn, Filipe Guerra, Vladyslav Kulchytskyy, Maria Zolotova
  • Patent number: 10453113
    Abstract: Embodiments of the present invention provide a method, system and computer program product for reorder point management in a smartphone. In an embodiment of the invention, a method for purchase reminding includes monitoring payments performed by a payment application executing in memory of a smartphone and determining by a processor of the smartphone for each of the payments, an ordered product. The method further includes associating each ordered product for which payment has been made with a corresponding reorder point indicating a lapse of time subsequent to which the ordered product is to be reordered. Finally, the method includes periodically processing each reorder point to determine whether or not to reorder a corresponding ordered product and, in response to the processing, displaying in the smartphone a reminder to reorder each ordered product for which a corresponding reorder point indicates reordering.
    Type: Grant
    Filed: April 14, 2015
    Date of Patent: October 22, 2019
    Assignee: SUGARCRM INC.
    Inventor: Paul Huang
  • Patent number: 10430144
    Abstract: Embodiments of the invention provide for managed screen sharing in an enterprise application. In an embodiment of the invention, a method for managed screen sharing in an enterprise application includes loading on behalf of a primary end user an instance of an enterprise application into memory of a computer, directing the instance of the enterprise application to display a screen of data in a display screen of the computer and selecting in the instance of the enterprise application a secondary end user for screen sharing of the screen of data. The method also includes transmitting a request over a computer communications network to a different instance of the enterprise application of the selected end user to display the screen of data in a display screen of the secondary end user. Finally, the method includes displaying the screen of data in the display screen of the secondary end user.
    Type: Grant
    Filed: August 31, 2015
    Date of Patent: October 1, 2019
    Assignee: SUGARCRM INC.
    Inventors: Xing Zheng, Jelle Vink
  • Patent number: 10423680
    Abstract: Embodiments of the invention provide for keyboard command and control in a customer relationship management (CRM) system. A method for keyboard command and control in a CRM system includes detecting a pre-determined combination of keyboard strokes occurring in a user interface of a CRM application and in response, a global search window is displayed. Thereafter, a sequence of textual characters are received into a text input control of the window and for each received character, a reference to one or more data objects at least partially matching the received character and stored in connection with the CRM application are located. For each located object, a corresponding program module of the CRM application is determined and each located reference is aggregated with an icon for a corresponding one of the program modules. Finally, the aggregated reference and icon are displayed as an activatable entry in a result set in the window.
    Type: Grant
    Filed: March 20, 2015
    Date of Patent: September 24, 2019
    Assignee: SUGARCRM INC.
    Inventors: Nima Dehnashi, Julien Girault
  • Patent number: 10387887
    Abstract: Embodiments of the present invention provide a method, system and computer program product for Bloom filter driven data synchronization. In an embodiment of the invention, a method for Bloom filter driven data synchronization includes adding different items of data in a source repository to a destination repository, inserting an entry for each of the added items in one or more Bloom filters, detecting a request for data synchronization of the source and destination repositories and responding to the data synchronization request by determining a set of data items to be synchronized based upon changed data items in the source repository, testing each of the data items in the set against the Bloom filter, and performing data synchronization between both repositories only in respect to those data items in the set that specified by the Bloom filter to be in the destination repository.
    Type: Grant
    Filed: January 12, 2016
    Date of Patent: August 20, 2019
    Assignee: SUGARCRM INC.
    Inventors: Greg Khanlarov, Matthew Marum
  • Patent number: 10387130
    Abstract: A distributed metadata driven system and method that allows a single server component the ability to control the display, behavior, and functionality of client applications.
    Type: Grant
    Filed: October 20, 2010
    Date of Patent: August 20, 2019
    Assignee: SUGARCRM INC.
    Inventors: Andreas Sandberg, Lila Alexei Tretikov, Majed Itani, Clint Oram
  • Patent number: 10311607
    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.
    Type: Grant
    Filed: April 18, 2014
    Date of Patent: June 4, 2019
    Assignee: SUGARCRM INC.
    Inventors: Matthew Marum, Henry Rogers
  • Patent number: 10296643
    Abstract: Embodiments of the invention provide a method, system and computer program product for mobile background listener influenced search result prioritization. In an embodiment of the invention, the method includes capturing data in memory of a mobile computing device and caching the captured data as terms in a temporary data store of the mobile computing device. The method also includes receiving one or more query terms in a query interface displayed in a display of the mobile computing device and directing a search engine to search a repository of data based upon the query terms and receiving, in response, a list of search results. The method yet further includes identifying ones of the search results as having a correlation to one or more terms in the temporary data store. Finally, the method includes presenting the ones of the search results first in the display relative to others of the search results.
    Type: Grant
    Filed: January 12, 2016
    Date of Patent: May 21, 2019
    Assignee: SUGARCRM INC.
    Inventor: Vladyslav Kulchytskyy
  • Patent number: 10241886
    Abstract: Embodiments of the present invention provide a method, system and computer program product for application performance perception metering. In an embodiment of the invention, an application performance perception metering method includes initially monitoring resource performance in a computing device during utilization of a computer program through the computing device. Thereafter, the monitored resource performance is compared with historical resource performance during past utilization of the computer program through the computing device. Finally, a prompt can be displayed in the computing device responsive to a determination that the monitored resource performance is deficient relative to the historical resource performance. However, a prompt also can be displayed in the computing device indicating that the computer program is performing poorly based upon a determination that the monitored resource consumption is comparable to the historical resource consumption.
    Type: Grant
    Filed: June 4, 2014
    Date of Patent: March 26, 2019
    Assignee: SUGARCRM INC.
    Inventor: Dmitriy Kolegayev