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
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
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