Method and System for Object Synchronization in CRM systems
First Claim
Patent Images
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.
4 Assignments
0 Petitions
Accused Products
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.
-
Citations
21 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. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
-
-
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. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19, 20)
-
-
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.
-
Specification