Patents by Inventor Steve RODERICK

Steve RODERICK 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 INTELLIGENT CUSTOMER RELATIONSHIP MANAGEMENT DATA MIGRATION
    Publication number: 20210049621
    Abstract: A method and system for migrating contact data from a source customer relationship management (CRM) system to a target CRM system, comprising retrieving a source contact record corresponding to a source contact from a source CRM database associated with the source CRM system, the source contact record including a first set of data fields populated with information about the source contact; retrieving, from a support database, a support contact record corresponding to the source contact, the support contact record including a second set of data fields populated with information about the source contact; and determining, based on information included in the support contact record, if the source contact record meets a predefined migration criteria, and if so perform a migration process to migrate information included in the source contact record to the target CRM system.
    Type: Application
    Filed: August 13, 2020
    Publication date: February 18, 2021
    Inventors: Jody GLIDDEN, Brandon HUBBARD, Jonathan ATKINSON, Jacob O'REILLY, Silvio VERZILLI, Steve RODERICK