CUSTOMER RELATIONSHIP MANAGEMENT SYSTEM AND METHOD

• US 20110145805A1
• Filed: 02/24/2011
• Published: 06/16/2011
• Est. Priority Date: 12/15/2005
• Status: Abandoned Application

• Current Assignee: Sugarcrm Incorporated
• Original Assignee: Sugarcrm Incorporated
• Inventors: Roberts, John, Oram, Clinton, Taylor, Jacob
• Application Number:
  US13/034,589
• Publication Number:
  US 20110145805A1
• Time in Patent Office: Days
• US Class Current: 717/168
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising

Abstract

A software-based customer relationship management system and method.

Claims

1. A method for the storage of mass customized content in a computer-based system having a client and an application system having a database containing a plurality of pieces of information, one or more modules that access the database to pull pieces of information from the database based on a request from the client and display a user interface to the user containing the requested information, one or more controllers that control access by the client to the one or more modules and the database, the method comprising:

storing a template for a customized piece of content in the database wherein the customized piece of content includes the template and zero or more pieces of customized data;

storing each piece of customized data for each recipient of the customized piece of content in the database; and

generating the customized piece of content for each recipient based on the template and the zero or more pieces of customized data so that the actual customized piece of content for each recipient does not need to be stored in the database.

2. The method of claim 1, wherein the customized piece of content further comprises an email message.

3. An apparatus for updating a deployment of a software application having a plurality of modules, comprising:

a plurality of computing devices each having a deployment of a software application wherein each deployment of the software application has a set of modules associated with the deployment, each computing device also having a data gathering unit that gathers a set of deployment information about the deployment on the particular computing device; and

an aggregation computer coupled to the plurality of computing devices over a link, the central computing having an aggregating unit that receives the set of deployment information from each computing device, a module storage unit that stores one or more updates for the deployments.

4. The apparatus of claim 3, wherein the aggregation computer further comprises a core module loader that, based on a set of deployment information from each computing device, automatically provides an update to the deployment on the computing device.

5. The apparatus of claim 3, wherein the set of deployment information for each deployment further comprises at least one of a status of the deployment, a set of licensing information about the modules that are part of the deployment, a set of anonymous usage statistics, a set of non-anonymous usage statistics and a list of a set of elements of the deployment.

7. The apparatus of claim 3, wherein the link further comprises a computer network that uses a secure hypertext transport protocol (HTTPS), hypertext transport protocol (HTTP) or a proxy for the HTTPS or HTTP protocols.

8. The apparatus of claim 3, wherein each deployment further comprises a deployment of a customer relationship management (CRM) application.

9. The apparatus of claim 7, wherein the aggregation computer further comprises a server computer.

10. The apparatus of claim 3, wherein each computing device further comprises a license management unit that receives a validation key for each module that is part of the deployment on the computing device and that validates each module that is part of the deployment on the computing device using the validation key.

11. The apparatus of claim 10, wherein the license management unit shuts down a portion of the deployment that is not validated.

6. The apparatus of 3, wherein the set of elements of the deployment further comprises a version of the deployment, a flavor of the deployment, a set of modules, themes, language packs and extensions of the deployment.

12. A method for updating a deployment of a software application having a plurality of modules, comprising:

gathering at each computing device that hosts a deployment of a software application a set of deployment information about the deployment on the particular computing device; and

receiving, at an aggregation computer coupled to each computing device, the set of deployment information from each computing device.

13. The method of claim 12 further comprising automatically providing an update to the deployment on a particular computing device based on the set of deployment information for the particular computing device.

14. The method of claim 12, wherein the set of deployment information for each deployment further comprises at least one of a status of the deployment, a set of licensing information about the modules that are part of the deployment, a set of anonymous usage statistics and a list of a set of elements of the deployment.

16. The method of claim 12, wherein the link further comprises a computer network that uses a secure hypertext transport protocol (HTTPS), hypertext transport protocol (HTTP) or a proxy for the HTTPS or HTTP protocols.

17. The method of claim 12, wherein each deployment further comprises a deployment of a customer relationship management (CRM) application.

18. The method of claim 12 further comprising receiving, at each computer device, a validation key for each module that is part of the deployment on the computing device and validating each module that is part of the deployment on the computing device using the validation key.

15. The method of 14, wherein the set of elements of the deployment further comprises a version of the deployment, a flavor of the deployment, a set of modules, themes, language packs and extensions of the deployment.