Patents by Inventor Wes Moran
Wes Moran 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).
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Patent number: 10803473Abstract: Embodiments of the invention provide a method, system and computer program product for retail deployed CRM. A CRM method for retail environments includes sensing entry of a mobile device into a physical space and identifying a customer record for a customer in a CRM system associated with the detected mobile device. The method also includes thereafter detecting a proximity of the mobile device to a product stored in the physical space and creating an opportunity record in the CRM system in connection with the customer for the product. Finally, the method includes responding to sensing egress of the mobile device from the physical space, by marking the opportunity record as closed-won if the product has been purchased by the customer.Type: GrantFiled: December 5, 2014Date of Patent: October 13, 2020Assignee: SUGARCRM INC.Inventors: Matthew Marum, Wes Moran
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Patent number: 10628800Abstract: Embodiments of the present provide a method, system and computer program product for the automated launching of an e-meeting. In an embodiment of the invention, a method for meeting invite management includes creating in a C&S system an event from an e-mail invite to attend an e-meeting. Subsequently, the invite is parsed to extract into memory a hyperlink to the e-meeting, a user identifier and password. Thereafter, macro logic is generated that is programmed to access the e-meeting at the hyperlink and to authenticate into the e-meeting utilizing the user identifier and password. Finally, the macro logic is associated with a user interface control and the user interface control is embedded into the created event in the C&S system.Type: GrantFiled: October 28, 2014Date of Patent: April 21, 2020Assignee: SUGARCRM INC.Inventor: Wes Moran
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Patent number: 10475041Abstract: Embodiments of the present invention provide a method, system and computer program product for customer-product interaction driven CRM. In an embodiment of the invention, the method includes detecting an orientation change of a unit of a product so as to indicate the unit being held by a customer, for instance based upon data values read from an accelerometer affixed to the unit of product. The method also includes timing a duration in which the unit is held by the customer, and in response to the duration exceeding a threshold period of time, executing a CRM action in a CRM application with respect to the product and customer. In this regard, as an example the CRM action can be a message transmitted to a mobile device associated with the customer, or as another example, the CRM action can be a message transmitted to a sales representative geographically proximate to the customer.Type: GrantFiled: March 30, 2015Date of Patent: November 12, 2019Assignee: SUGARCRM INC.Inventors: Matthew Marum, Wes Moran
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Patent number: 10169373Abstract: A method for retroreflective tagging of objects in a data processing system is described herein. The method includes first monitoring tagging of objects in memory of the data processing system. Subsequently, an application of a new tag to an existing one of the objects can be detected that differs from a previously applied tag of the existing one of the objects. Thereafter, the end user responsible for the new tag can be prompted to retroreflectively tag the existing one of the objects with the new tag. In response to an affirmation by the end user, the new tag is applied to the existing one of the objects and also to others of the objects tagged with the previously applied tag.Type: GrantFiled: August 26, 2014Date of Patent: January 1, 2019Assignee: SUGARCRM INC.Inventor: Wes Moran
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Publication number: 20160307219Abstract: Embodiments of the present invention provide a method, system and computer program product for customer lifecycle management visualization. In an embodiment of the invention, a method for customer lifecycle management visualization includes defining multiple different stages of a customer lifecycle in a CRM application executing in memory of a computer. The method also includes loading records for a business opportunity from a data store of CRM data stored by way of the CRM application and rendering in a user interface to the CRM application, a visualization of the different stages of the customer lifecycle. Finally, the method includes displaying a state of the business opportunity within the visualization by visually distinguishing ones of the stages already completed in connection with the business opportunity from ones of the stages not yet completed in connection with the business opportunity.Type: ApplicationFiled: April 19, 2015Publication date: October 20, 2016Inventors: Karen Hsu, Samir Khosla, Henry Rogers, Anwesa Chatterjee, Wes Moran
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Publication number: 20160292693Abstract: Embodiments of the present invention provide a method, system and computer program product for customer-product interaction driven CRM. In an embodiment of the invention, the method includes detecting an orientation change of a unit of a product so as to indicate the unit being held by a customer, for instance based upon data values read from an accelerometer affixed to the unit of product. The method also includes timing a duration in which the unit is held by the customer, and in response to the duration exceeding a threshold period of time, executing a CRM action in a CRM application with respect to the product and customer. In this regard, as an example the CRM action can be a message transmitted to a mobile device associated with the customer, or as another example, the CRM action can be a message transmitted to a sales representative geographically proximate to the customer.Type: ApplicationFiled: March 30, 2015Publication date: October 6, 2016Inventors: Matthew Marum, Wes Moran
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Publication number: 20160162908Abstract: Embodiments of the invention provide a method, system and computer program product for retail deployed CRM. A CRM method for retail environments includes sensing entry of a mobile device into a physical space and identifying a customer record for a customer in a CRM system associated with the detected mobile device. The method also includes thereafter detecting a proximity of the mobile device to a product stored in the physical space and creating an opportunity record in the CRM system in connection with the customer for the product. Finally, the method includes responding to sensing egress of the mobile device from the physical space, by marking the opportunity record as closed-won if the product has been purchased by the customer.Type: ApplicationFiled: December 5, 2014Publication date: June 9, 2016Inventors: Matthew Marum, Wes Moran
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Publication number: 20160117645Abstract: Embodiments of the present provide a method, system and computer program product for the automated launching of an e-meeting. In an embodiment of the invention, a method for meeting invite management includes creating in a C&S system an event from an e-mail invite to attend an e-meeting. Subsequently, the invite is parsed to extract into memory a hyperlink to the e-meeting, a user identifier and password. Thereafter, macro logic is generated that is programmed to access the e-meeting at the hyperlink and to authenticate into the e-meeting utilizing the user identifier and password. Finally, the macro logic is associated with a user interface control and the user interface control is embedded into the created event in the C&S system.Type: ApplicationFiled: October 28, 2014Publication date: April 28, 2016Inventor: Wes Moran
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Publication number: 20160065443Abstract: A method for retroreflective tagging of objects in a data processing system is described herein. The method includes first monitoring tagging of objects in memory of the data processing system. Subsequently, an application of a new tag to an existing one of the objects can be detected that differs from a previously applied tag of the existing one of the objects. Thereafter, the end user responsible for the new tag can be prompted to retroreflectively tag the existing one of the objects with the new tag. In response to an affirmation by the end user, the new tag is applied to the existing one of the objects and also to others of the objects tagged with the previously applied tag.Type: ApplicationFiled: August 26, 2014Publication date: March 3, 2016Inventor: Wes Moran
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Patent number: 9239889Abstract: Embodiments of the invention provide a method, system and computer program product for semantically aware adaptive searching and navigation of application data. In an embodiment of the invention, a method for semantically aware adaptive searching and navigation of application data is provided. The method includes associating different tags with different data of a database of unstructured data, each of the different tags corresponding to selected semantics of different objects encapsulating data for a data driven application executing in memory of a host computing system. The method also includes applying in the memory of the host computing system a filter operation to both the tags of the unstructured data and also the different objects, using filter criteria corresponding to one or more semantics of the different objects. Finally, the method includes displaying in a user interface to the data driven application a result set from the filter operation.Type: GrantFiled: March 15, 2013Date of Patent: January 19, 2016Assignee: SugarCRM Inc.Inventors: Larry Augustin, Majed Itani, Wes Moran, Lila Tretikov
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Publication number: 20140280062Abstract: Embodiments of the invention provide a method, system and computer program product for semantically aware adaptive searching and navigation of application data. In an embodiment of the invention, a method for semantically aware adaptive searching and navigation of application data is provided. The method includes associating different tags with different data of a database of unstructured data, each of the different tags corresponding to selected semantics of different objects encapsulating data for a data driven application executing in memory of a host computing system. The method also includes applying in the memory of the host computing system a filter operation to both the tags of the unstructured data and also the different objects, using filter criteria corresponding to one or more semantics of the different objects. Finally, the method includes displaying in a user interface to the data driven application a result set from the filter operation.Type: ApplicationFiled: March 15, 2013Publication date: September 18, 2014Inventors: Larry Augustin, Majed Itani, Wes Moran, Lila Tretikov
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Publication number: 20140222692Abstract: A method for displaying contextually relevant heterogeneously sourced data in a business application includes generating a user interface for a business application comprising a display of a record of a contact stored in a local data store and determining a context for the contact. The method also includes retrieving contextually relevant data according to the context from both the local data store that is part of the business application and also an external data source that is external to the business application from over a computer communications network. Finally, the method includes displaying the contextually relevant data from the local data store in a panel adjacent to the display of the record of the contact in the user interface, and also the contextually relevant data from the external data source in an additional panel adjacent to the display of the record of the contact in the user interface.Type: ApplicationFiled: February 6, 2013Publication date: August 7, 2014Applicant: SugarCRM Inc.Inventors: Lila Tretikov, Majed Itani, Lam Huyn, Wes Moran