Patents Assigned to Full Circle Insights, Inc.
  • Method and system for attributing metrics in a CRM system
    Patent number: 11341166
    Abstract: In an embodiment of the present invention, a Response object collects and synchronizes information from other types of objects as may be implemented in a CRM system. For example, certain objects may include a Lead or Contact Object, a Campaign object, and an Opportunity Object that is synchronized into a Response object. In this way, the results for a given Lead or Contact can be directly attributed to the Campaign or Opportunity without having to guess as may be necessary in certain typical CRM systems.
    Type: Grant
    Filed: April 13, 2020
    Date of Patent: May 24, 2022
    Assignee: Full Circle Insights, Inc.
    Inventors: Daniel S. Appleman, Roan Bear, Andrea Wildt, Bonnie Crater
  • Method and system for recording responses in a CRM system
    Patent number: 10621206
    Abstract: In an embodiment of the present invention, a Response object collects and synchronizes information from other types of objects as may be implemented in a CRM system. For example, certain objects may include a Lead or Contact Object, a Campaign object, and an Opportunity Object that is synchronized into a Response object. In this way, the results for a given Lead or Contact can be directly attributed to the Campaign or Opportunity without having to guess as may be necessary in certain typical CRM systems.
    Type: Grant
    Filed: April 19, 2013
    Date of Patent: April 14, 2020
    Assignee: Full Circle Insights, Inc.
    Inventors: Daniel S. Appleman, Roan Bear, Andrea Wildt, Bonnie Crater
  • Method and system for object synchronization in CRM systems
    Patent number: 10599620
    Abstract: In an embodiment of the present invention, a Response object collects and synchronizes information from other types of objects as may be implemented in a CRM system. For example, certain objects may include a Lead or Contact Object, a Campaign object, and an Opportunity Object that is synchronized into a Response object. In this way, the results for a given Lead or Contact can be directly attributed to the Campaign or Opportunity without having to guess as may be necessary in certain typical CRM systems.
    Type: Grant
    Filed: September 1, 2012
    Date of Patent: March 24, 2020
    Assignee: Full Circle Insights, Inc.
    Inventors: Daniel S. Appleman, Roan Bear, Andrea Wildt, Bonnie Crater