Tool for synchronization of business information
First Claim
1. A system for synchronized electronically stored information relevant to personal office management functions and sales force management functions, said system comprising:
- a personal office management (“
POM”
) component, said POM component comprising a POM database and a POM application that provides a front end user interface for managing POM data including personal contact data, appointment data and personal task data stored in said POM database;
a sales force management (“
SFM”
) component, said SFM component comprising a SFM database and a SFM application that provides a front end user interface for managing SFM data including account contact data, data regarding meetings and touch points with accounts or clients, and client or account opportunity action item data; and
a queue component, said POM component being in electronic communication with said SFM component via said queue component, and said queue component being adapted to operate as a temporary data storage area between said POM and SFM components for portions of said SFM data and said POM data that are designated as needing to be synchronized between said components;
wherein said data needing to be synchronized is of types selected from the group consisting of business contacts, sales force activities, and opportunity tasks.
2 Assignments
0 Petitions
Accused Products
Abstract
Disclosed herein are systems, electronic tools and related methods for integrating the business rules, processes, and technology necessary to enable collaboration between personal office management applications, which are used by individuals on a daily basis to organize personal contacts, appointment calendars, and tasks, with sales force management applications, which are used to manage client and account contact information and coordinate the pursuit of business opportunities across an organization. Users of both applications can have their data electronically synchronized to share specifically designated information automatically within the applications. The information designated for synchronization can be of three types having different rules regarding their sharing among the applications, wherein the types include business contacts, sales force activities, and opportunity tasks. Users can thereby manage a large synchronized base of business contacts via both their personal office management application and a sales force management application, synchronize sales force activities from their personal office management application into the sales force management application, and assign client or account opportunity action items to other users in the organization via the sales force management application, and then have those action items automatically appear to the assigned user in that assigned user'"'"'s personal office management application as a task.
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Citations
48 Claims
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1. A system for synchronized electronically stored information relevant to personal office management functions and sales force management functions, said system comprising:
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a personal office management (“
POM”
) component, said POM component comprising a POM database and a POM application that provides a front end user interface for managing POM data including personal contact data, appointment data and personal task data stored in said POM database;
a sales force management (“
SFM”
) component, said SFM component comprising a SFM database and a SFM application that provides a front end user interface for managing SFM data including account contact data, data regarding meetings and touch points with accounts or clients, and client or account opportunity action item data; and
a queue component, said POM component being in electronic communication with said SFM component via said queue component, and said queue component being adapted to operate as a temporary data storage area between said POM and SFM components for portions of said SFM data and said POM data that are designated as needing to be synchronized between said components;
whereinsaid data needing to be synchronized is of types selected from the group consisting of business contacts, sales force activities, and opportunity tasks. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 29)
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25. An electronic tool for synchronizing information contained within records created and utilized by an electronic personal office management (“
- POM”
) application and an electronic sales force management (“
SFM”
) application, said POM component comprising a front end user interface that enables interaction with POM data stored in a POM database, said POM data including personal contact data, appointment data and personal task data, said SFM component comprising a front end user interface that enables interaction with SFM data stored in a SFM database, said SFM data including account contact data, data regarding meetings and touch points with accounts or clients, and client or account opportunity action item data, wherein said tool comprises;
a queue component, said POM database being in electronic synchronization with said SFM database via said queue component, and said queue component being adapted to operate as a temporary data storage area between said POM and SFM applications for portions of said SFM data and said POM data that are designated as needing to be synchronized between said applications;
a SFM-queue integration module adapted to be installed as a plug-in within said SFM application; and
a POM-queue integration module adapted to be installed as a plug-in within said POM application;
wherein said integration modules provide selectable functionalities in said applications for creating data records that for said data designated as needing to be synchronized and provide routines for synchronizing said data records via said queue component;
said data records comprising types selected from the group consisting of business contacts, sales force activities, and opportunity tasks. - View Dependent Claims (26, 27, 28, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48)
- POM”
Specification