Patents by Inventor Hemesh Surana

Hemesh Surana 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).

  • Plug-in extension to integrate PMS/CRM system with phone system
    Patent number: 9930174
    Abstract: A plug-in extension is provided that integrates an existing PMS/CRM (Practice Management System/Customer Relationship Management System) suite with an existing telephone system. The present invention includes an add-on or a teleprompter system, wherein the add-on acts as a guide for users those are involved in customer service process. The user is prompted with a user interface screen on her computer, based on appropriate caller's status as an existing customer or otherwise and the user is provided with business contextual information and/or a series of canned scripts, designed to provide a structured series of easy-to-follow steps for the user to follow; thus, resulting in providing a minimal training to perform customer service functions in an enterprise.
    Type: Grant
    Filed: January 18, 2017
    Date of Patent: March 27, 2018
    Inventors: Hemesh Surana, Rachna Surana
  • Plug-in Extension to Integrate PMS/CRM System with Phone System
    Publication number: 20170214793
    Abstract: A plug-in extension is provided that integrates an existing PMS/CRM (Practice Management System/Customer Relationship Management System) suite with an existing telephone system. The present invention includes an add-on or a teleprompter system, wherein the add-on acts as a guide for users those are involved in customer service process. The user is prompted with a user interface screen on her computer, based on appropriate caller's status as an existing customer or otherwise and the user is provided with business contextual information and/or a series of canned scripts, designed to provide a structured series of easy-to-follow steps for the user to follow; thus, resulting in providing a minimal training to perform customer service functions in an enterprise.
    Type: Application
    Filed: January 18, 2017
    Publication date: July 27, 2017
    Inventors: Hemesh Surana, Rachna Surana