Customer relationship management integration system and method
First Claim
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1. A method comprising:
- in response to a request to access customer data on a groupware client, determining whether the customer data fits within the client'"'"'s data structure;
synchronizing the customer data that fits with the client'"'"'s data structure; and
allowing access by the client to the synchronized customer data using the client'"'"'s data structure for manipulation by the client using the client'"'"'s data tools.
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Abstract
This invention is directed to a customer relationship management integration system and method in an online and an offline mode of operation. In this invention, CRM customer data, which is generally incompatible with groupware data, is manipulable by the groupware client. Customer data that can be fitted within standard groupware data structures is synchronized with the data structures for manipulation by standard groupware tools. Customer data that can not be fitted within standard groupware data structures is manipulable by special customer tools that may be used within the groupware client.
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Citations
20 Claims
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1. A method comprising:
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in response to a request to access customer data on a groupware client, determining whether the customer data fits within the client'"'"'s data structure;
synchronizing the customer data that fits with the client'"'"'s data structure; and
allowing access by the client to the synchronized customer data using the client'"'"'s data structure for manipulation by the client using the client'"'"'s data tools. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
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13. A system comprising:
a memory for storing customer data, and a processor in communication with the memory, the processor configured to;
in response to a request for access to customer data, provide access to a customer folder containing the customer data, determine whether the customer data fits within a standard data structure, if so, allow access the customer data within the standard data structure, and otherwise, allow access the customer data within a special data structure. - View Dependent Claims (14)
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15. A method comprising:
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in response to a request for a groupware client to send customer data, receiving the customer data, wherein the customer data was created using special data forms on the groupware client; and
storing the received customer data into a customer folder. - View Dependent Claims (16, 17, 18)
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19. A method comprising:
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receiving data from a groupware server in response to a request by a groupware client for the data;
determining whether the received data is customer data;
if the received customer data is in a format recognizable by the client'"'"'s standard data tool, manipulating the received customer data with the standard data tool; and
otherwise, manipulating the received customer data with a special customer data tool. - View Dependent Claims (20)
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Specification