Patents by Inventor Dan Kallman

Dan Kallman 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).

  • System and method for creating a new account in CRM
    Patent number: 10467629
    Abstract: Systems and methods for processing user requests for creating a new account in a CRM system. When a user requests to create a new account in the CRM system, an unverified account may be created in the CRM and a DCR may be sent to the MDM for verification. Users may interact with the unverified account while waiting for verification result from the MDM.
    Type: Grant
    Filed: August 5, 2015
    Date of Patent: November 5, 2019
    Assignee: VEEVA SYSTEMS INC.
    Inventors: Dan Kallman, Pengfei Liu, Arno Sosna, Jay H Hartley, Abhay Pimprikar, Uri Reich
  • System and Method for Event Management
    Publication number: 20190199724
    Abstract: The event management system described is capable of aligning controlled content in a controlled content repository to properties of an event, e.g., event type, event topic, geographic location and product involved. When a user creates an event, controlled content associated with the event properties may be displayed so that the user may choose proper content for the event. When event content is updated in the controlled content repository, the latest version is pushed to the speaker so that only the latest version of the controlled content can be shared. Content displayed during a webinar and attendee participation data for the webinar may be tracked and stored in a CRM system.
    Type: Application
    Filed: December 22, 2017
    Publication date: June 27, 2019
    Applicant: Veeva Systems Inc.
    Inventors: Dan Kallman, Shoaib Sultan, Srinivasa S. Davuluri, Ling Lam, Jay H. Hartley
  • System and method for managing events
    Publication number: 20170132637
    Abstract: Systems and methods for managing events. A page layout controller may customize user interfaces based on the most current event attributes. With the event management, users can create an event; build an event team; control data access based on event team roles; manage budgets and expenses; and track an audit history of the event.
    Type: Application
    Filed: November 9, 2015
    Publication date: May 11, 2017
    Applicant: Veeva Systems Inc.
    Inventors: Dan Kallman, Arno Sosna, David Allen, Jing Zhuang, Neil Greene, Basel Qumsiyeh
  • System and method for creating a new account in CRM
    Publication number: 20160321673
    Abstract: Systems and methods for processing user requests for creating a new account in a CRM system. When a user requests to create a new account in the CRM system, an unverified account may be created in the CRM and a DCR may be sent to the MDM for verification. Users may interact with the unverified account while waiting for verification result from the MDM.
    Type: Application
    Filed: August 5, 2015
    Publication date: November 3, 2016
    Applicant: VEEVA SYSTEMS INC.
    Inventors: Dan Kallman, Pengfei Liu, Arno Sosna, Jay H. Hartley, Abhay Pimprikar, Uri Reich