System and method for distributing customer relationship management information

• US 20060161550A1
• Filed: 01/14/2005
• Published: 07/20/2006
• Est. Priority Date: 01/14/2005
• Status: Abandoned Application

• Current Assignee: iEnterprises, Inc.
• Original Assignee: iEnterprises, Inc.
• Inventors: Zimmerman, Matthew, Carini, John, Delgado, Mirko, Bracke, Derik, Crampton, Erwin E. III
• Application Number:
  US11/036,112
• Publication Number:
  US 20060161550A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising

Abstract

One or more interface programs are communicatively connected to one or more Host CRM applications and a server application. Each Host CRM application is communicatively connected to its own Host CRM database. The server application is communicatively connected to a computer-accessible memory that stores a master set of CRM information in a master table. The master set of CRM information includes information from the one or more Host CRM databases. The interface programs are configured to detect a change in any of the Host CRM databases by communicating with the Host CRM applications. When an interface program detects a change in a Host CRM database, it transmits a message describing the change to the server application. Upon receipt of the message, the server application updates the master table to reflect the change. The server application also updates CRM information stored on client devices communicatively connected to the server application.

Claims

1. A method for distributing contact relationship management (“

CRM”

) information, the method comprising the steps of;

detecting a change in a host CRM database with an interface program, wherein the interface program communicates with the host CRM application in a format native to the host CRM application, wherein the host CRM database includes CRM information;

transmitting a first message in a common format describing the detected change from the interface program to a processing program, wherein the common format is a format compatible with the processing program; and

updating a master CRM database to reflect the detected change described by the first message, wherein the master CRM database includes CRM information from the CRM information included in the host CRM database.

2. The method of claim 1, further comprising the steps of:

determining which of a plurality of client devices are affected by the detected change; and

transmitting a second message describing the detected change to each of the client devices affected by the detected change.

3. The method of claim 2, wherein at least one of the plurality of client devices is a wireless device.

4. The method of claim 1, wherein the common format is an XML format.

5. The method of claim 1, wherein the CRM information includes at least one of customer contact information, customer profiles, order histories, sales contracts, a correspondence history, price quotes, call reports, complaints, issues, projects, matters, products, services, campaigns, events, sales opportunities, time documents, and billing documents.

6. The method of claim 1, wherein the processing program is a server application.

7. The method of claim 1, wherein the processing program is a Web services application, and wherein the method further comprises the step of transmitting the first message from the Web services application to a server application.

8. The method of claim 1, wherein the host CRM application is Siebel CRM on Demand, extensions CRM, Relavis Esales, Microsoft CRM, Itraction by Interface Software, NetLedger, Onyx, Salesplace, SalesLogic, or Salesforce.com.

9. The method of claim 1, wherein the master CRM database includes CRM information from a plurality of host CRM databases.

10. A method for distributing contact relationship management (“

CRM”

) information, the method comprising;

detecting a change in a first CRM database communicatively connected to a client device, wherein the first CRM database stores CRM information;

updating a second CRM database storing CRM information based upon the detected change;

determining which, if any, of a plurality of other client devices is/are affected by the detected change; and

transmitting a message describing the detected change to each client device determined to be affected by the detected change.

11. The method of claim 10, wherein at least one client device is a wireless device.

12. The method of claim 10, further comprising the step of transmitting a second message describing the detected change to a host CRM application.

13. The method of claim 10, further comprising the steps of:

determining which of a plurality of host CRM databases are affected by the detected change; and

transmitting a second message describing the detected change to one or more host CRM applications associated with the host CRM databases determined to be affected by the detected change.

14. The method of claim 13, wherein at least one of the one or more host CRM applications is Siebel CRM on Demand, iExtensions CRM, Relavis Esales, Microsoft CRM, Itraction by Interface Software, NetLedger, Onyx, Salesplace, SalesLogic, or Salesforce.com.

15. The method of claim 10, wherein the CRM information includes at least one of customer contact information, customer profiles, order histories, sales contracts, a correspondence history, price quotes, call reports, complaints, issues, projects, matters, products, services, campaigns, events, sales opportunities, time documents, and billing documents.

16. A system for distributing contact relationship management (“

CRM”

) information, the system comprising;

a host CRM application communicatively connected to a host CRM database that includes CRM information;

an interface program communicatively connected to the host CRM application, wherein the interface program is configured to;

detect a change in the host CRM database by communicating with the host CRM application in a format native to the host CRM application, and generate a first message describing the detected change;

a server application communicatively connected to the interface program, wherein the server application is configured to receive the first message describing the detected change from at least one of the interface programs, and wherein the first message is in a format compatible with the server application; and

a CRM database that includes CRM information from the CRM information included in the host CRM database and that is communicatively connected to the server application, wherein the server application updates the CRM database to reflect the detected change described by the first message.

17. The system of claim 16, further comprising a client device communicatively connected to the server application, wherein the server application transmits a second message to the client device, wherein the second message describes the detected change.

18. The system of claim 17, wherein the client device is a wireless device.

19. The system of claim 16, wherein the CRM information includes at least one of customer contact information, customer profiles, order histories, sales contracts, a correspondence history, price quotes, call reports, complaints, issues, projects, matters, products, services, campaigns, events, sales opportunities, time documents, and billing documents.

20. A computer-accessible memory storing computer code for implementing a method for distributing customer relationship management (“

CRM”

) information, wherein the computer code comprises;

code for detecting a change in a host CRM database with an interface program, wherein the interface program communicates with the host CRM application in a format native to the host CRM application, wherein the host CRM database includes CRM information;

code for transmitting a first message in a common format describing the detected change from the interface program to a processing program, wherein the common format is a format compatible with the processing program; and

code for updating a master CRM database to reflect the detected change described by the first message, wherein the master CRM database includes CRM information from the CRM information included in the host CRM database.

21. A computer-accessible memory storing computer code for implementing a method for distributing customer relationship management (“

CRM”

) information, wherein the computer code comprises;

code for detecting a change in a first CRM database communicatively connected to a client device, wherein the first CRM database stores CRM information;

code for updating a second CRM database storing CRM information based upon the detected change;

code for determining which, if any, of a plurality of other client devices is/are affected by the detected change; and

code for transmitting a message describing the detected change to each client device determined to be affected by the detected change.