Patents by Inventor Daniel S. Appleman

Daniel S. Appleman 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).

  • 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 Attributing Metrics in a CRM System
    Publication number: 20210042329
    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: Application
    Filed: April 13, 2020
    Publication date: February 11, 2021
    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
  • Method and System for Object Synchronization in CRM systems
    Publication number: 20130117228
    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: Application
    Filed: September 1, 2012
    Publication date: May 9, 2013
    Applicant: FULL CIRCLE CRM, INC.
    Inventors: Daniel S. Appleman, Roan Bear, Andrea Wildt, Bonnie Crater