Method and System for Object Synchronization in CRM systems

• US 20130117228A1
• Filed: 09/01/2012
• Published: 05/09/2013
• Est. Priority Date: 09/01/2011
• Status: Active Grant

• Current Assignee: Full Circle Insights, Inc.
• Original Assignee: Full Circle CRM, Inc.
• Inventors: Wildt, Andrea, Bear, Roan, Appleman, Daniel S., Crater, Bonnie
• Granted Patent: US 10,599,620 B2
• Time in Patent Office: Days
• US Class Current: 707/626
• CPC Class Codes: G06F 16/178 Techniques for file synchronisation in file systems
• CPC Class Codes: G06F 16/273 Asynchronous replication or reconciliation

Abstract

In an embodiment of the present invention, a Response object collects and synchronizes information from other types of objects as may be implemented in a CRM system. For example, certain objects may include a Lead or Contact Object, a Campaign object, and an Opportunity Object that is synchronized into a Response object. In this way, the results for a given Lead or Contact can be directly attributed to the Campaign or Opportunity without having to guess as may be necessary in certain typical CRM systems.

Claims

1. A computer-implemented method for synchronizing CRM data, comprising:

receiving a synchronization signal;

collecting a plurality of sets of information from a respective plurality of objects;

copying the plurality of sets of information into a response object; and

recording a second set of response synchronization information.

2. The method of claim 1, wherein the synchronization signal is generated responsive to a first event.

3. The method of claim 1, wherein the first event is a creation of the response object.

4. The method of claim 1, wherein the first event is an updating of a predetermined field.

5. The method of claim 1, wherein the first event is a manual update.

6. The method of claim 1, wherein the first event is a creation of an opportunity object.

7. The method of claim 1, wherein the first event is a closing of an opportunity object.

8. The method of claim 1, wherein the second set of response synchronization information includes an indication of whether the response object is active.

9. The method of claim 1, wherein one of the plurality of objects is a prospective client object and one of the plurality of sets of information is information from the prospective client object.

10. The method of claim 1, wherein one of the plurality of objects is a customer object and one of the plurality of sets of information is information from a customer object.

11. A computer-readable medium including instructions that, when executed by a processing unit, cause the processing unit to implement a method for synchronizing CRM data, by performing the steps of:

receiving a synchronization signal;

collecting a plurality of sets of information from a respective plurality of objects;

copying the plurality of sets of information into a response object; and

recording a second set of response synchronization information.

12. The computer-readable medium of claim 11, wherein the synchronization signal is generated responsive to a first event.

13. The computer-readable medium of claim 11, wherein the first event is a creation of the response object.

14. The computer-readable medium of claim 11, wherein the first event is an updating of a predetermined field.

15. The computer-readable medium of claim 11, wherein the first event is a manual update.

16. The computer-readable medium of claim 11, wherein the first event is a creation of an opportunity object.

17. The computer-readable medium of claim 11, wherein the first event is a closing of an opportunity object.

18. The computer-readable medium of claim 11, wherein the second set of response synchronization information includes an indication of whether the response object is active.

19. The computer-readable medium of claim 11, wherein one of the plurality of objects is a prospective client object and one of the plurality of sets of information is information from the prospective client object.

20. The computer-readable medium of claim 11, wherein one of the plurality of objects is a customer object and one of the plurality of sets of information is information from a customer object.

21. A computing device comprising:

a data bus;

a memory unit coupled to the data bus;

at least one processing unit coupled to the data bus and configured to

receive a synchronization signal;

collect a plurality of sets of information from a respective plurality of objects;

copy the plurality of sets of information into a response object; and

record a second set of response synchronization information.