Patents by Inventor Matthew Marum
Matthew Marum has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).
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Patent number: 10803473Abstract: 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: GrantFiled: December 5, 2014Date of Patent: October 13, 2020Assignee: SUGARCRM INC.Inventors: Matthew Marum, Wes Moran
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Patent number: 10475041Abstract: 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: GrantFiled: March 30, 2015Date of Patent: November 12, 2019Assignee: SUGARCRM INC.Inventors: Matthew Marum, Wes Moran
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Patent number: 10387887Abstract: 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: GrantFiled: January 12, 2016Date of Patent: August 20, 2019Assignee: SUGARCRM INC.Inventors: Greg Khanlarov, Matthew Marum
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Patent number: 10311607Abstract: 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: GrantFiled: April 18, 2014Date of Patent: June 4, 2019Assignee: SUGARCRM INC.Inventors: Matthew Marum, Henry Rogers
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Publication number: 20170199921Abstract: 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: ApplicationFiled: January 12, 2016Publication date: July 13, 2017Inventors: Greg Khanlarov, Matthew Marum
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Patent number: 9672197Abstract: 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.Type: GrantFiled: October 14, 2014Date of Patent: June 6, 2017Assignee: SugarCRM Inc.Inventors: Julien Girault, Matthew Marum, Henry Rogers
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Patent number: 9578167Abstract: Embodiments of the present invention provide a method, system and computer program product for CRM audio on hold. In an embodiment of the invention, a CRM audio on hold method includes identifying a caller associated with the telephone call received in a call processing gateway, selecting a record in a CRM application pertinent to the caller and inserting the selected record into a variable field of a template. The method also includes text-to-speech (TTS) processing the template into audio and returning the audio to the call processing gateway for playback to the caller while the caller is on hold.Type: GrantFiled: March 21, 2016Date of Patent: February 21, 2017Assignee: SugarCRM, Inc.Inventor: Matthew Marum
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Publication number: 20160292693Abstract: 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: ApplicationFiled: March 30, 2015Publication date: October 6, 2016Inventors: Matthew Marum, Wes Moran
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Publication number: 20160205243Abstract: Embodiments of the present invention provide a method, system and computer program product for CRM audio on hold. In an embodiment of the invention, a CRM audio on hold method includes identifying a caller associated with the telephone call received in a call processing gateway, selecting a record in a CRM application pertinent to the caller and inserting the selected record into a variable field of a template. The method also includes text-to-speech (TTS) processing the template into audio and returning the audio to the call processing gateway for playback to the caller while the caller is on hold.Type: ApplicationFiled: March 21, 2016Publication date: July 14, 2016Inventor: Matthew Marum
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Publication number: 20160162908Abstract: 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: ApplicationFiled: December 5, 2014Publication date: June 9, 2016Inventors: Matthew Marum, Wes Moran
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Publication number: 20160103800Abstract: 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.Type: ApplicationFiled: October 14, 2014Publication date: April 14, 2016Inventors: Julien Girault, Matthew Marum, Henry Rogers
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Publication number: 20160063506Abstract: Embodiments of the invention include adapting a CRM user interface responsive to an analysis of CRM interactions data. In a method of the invention, different organizational representatives assign different qualitative values to correspondingly different interactions with one or more customers registered with the CRM system. Selected ones of the interactions are associated with resulting stages of a sales cycle for the corresponding customers and an elapsed time between the stages of the sales cycle is computed for the corresponding customers resulting from corresponding ones of the interactions. A particular stage of the sales cycle is selected for a particular customer and a specific interaction to be performed is determined based upon a computed fastest elapsed time for other customers at the particular stage. Finally, a user interface to the CRM system is updated to promote the specific interaction and to present the qualitative value assigned to the specific interaction.Type: ApplicationFiled: August 26, 2014Publication date: March 3, 2016Inventors: Carl Edward Hicks, Matthew Marum
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Publication number: 20160063409Abstract: 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.Type: ApplicationFiled: August 26, 2014Publication date: March 3, 2016Inventors: Matthew Marum, Henry Rogers
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Publication number: 20150302619Abstract: 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: ApplicationFiled: April 18, 2014Publication date: October 22, 2015Applicant: SugarCRM Inc.Inventors: Matthew Marum, Henry Rogers