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Methods for processing information associated with sales force management, customer relationship management and professional services management systems

  • US 10,181,106 B2
  • Filed: 12/03/2014
  • Issued: 01/15/2019
  • Est. Priority Date: 05/29/2012
  • Status: Active Grant
First Claim
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1. A method of performing geolocation tracking management for a mobile device of a user of a billing system, a billing management system, a professional services management system, or a sales force management system, the method comprising:

  • defining of an elapsed time threshold by at least one or more of the user or manager or system administrator for a server application or user device application for deeming whether or not a user has disabled geolocation tracking of a user device or an application on the mobile device that transmits the geolocation coordinates from the user device has ceased transmitting or has been disabled or the network connectivity required for the transmission of geolocation coordinates has been lost, wherein the server application determines whether or not it has not received transmissions of geolocation coordinates from the user device within the prescribed time threshold or a user device application determines whether or not it has transmitted of geolocation coordinates from the user device within the prescribed time threshold;

    cross-referencing a server application or database or user device application to determine whether or not the user device has disabled geolocation tracking or transmissions of geolocation tracking data or an application on the mobile device that transmits geolocation coordinates has ceased transmitting or has been disabled in accordance with pre-defined or pre-approved circumstances including one or more of non-business days, personal days or sick days or holidays as declared on ERP or calendar software or via manual data entry, non-work hours based on time of day, geolocation coordinates deemed to be without network access, duration of scheduled air travel and locations where geolocation signal access or network access by the user device are known to be unavailable, or date and time pre-approved by one or more managers or system administrators for disablement of geolocation tracking by the user;

    determining that there has been a connectivity incident wherein the user device has lost network connectivity or the user has disabled geolocation tracking of the user device or transmissions of geolocation tracking data from the user device or an application on the mobile device that transmits the geolocation coordinates has ceased transmitting or has been disabled without any corresponding pre-defined circumstances or pre-approved authority;

    transmitting, via one or more servers, an electronic notification to the user or the manager via one or more of SMS message, mobile device notification, in-app notification or email that the server application has not received transmissions of geolocation coordinates from the user device within the prescribed time threshold or that the user mobile device has not transmitted geolocation coordinates from the user device within the prescribed time threshold; and

    documenting that the server application has not received transmissions of geolocation coordinates from the user device within the prescribed time threshold.

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