Method and System for Recording Responses in a CRM System

• US 20140108398A1
• Filed: 04/19/2013
• Published: 04/17/2014
• Est. Priority Date: 04/19/2012
• Status: Active Grant

• Current Assignee: Full Circle Insights, Inc.
• Original Assignee: Fullcircle Crm
• Inventors: Appleman, Daniel S., Bear, Roan, Wildt, Andrea, Crater, Bonnie
• Granted Patent: US 10,621,206 B2
• Time in Patent Office: Days
• US Class Current: 707/736
• CPC Class Codes: G06F 16/273 Asynchronous replication or reconciliation
• CPC Class Codes: G06F 16/284 Relational databases

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 recording repeated responses in a CRM system, comprising:

receiving information about a first activity;

creating a first response object for recording the information about the first activity;

associating the first response with a first object;

receiving information about a second activity;

creating a second response object for recording the information about the second activity;

associating the second response with a second object;

associating the second object to the first object.

2. The method of claim 1, wherein the first object is a campaign.

3. The method of claim 1, wherein the second object is a cascade campaign.

4. The method of claim 1, wherein the first activity is a first customer response.

5. The method of claim 1, wherein second activity is a second customer response.

6. The method of claim 1, wherein the first activity is responsive to a customer action.

7. The method of claim 1, wherein the first activity is responsive to a sales activity.

8. The method of claim 1, wherein the first activity is generated automatically.

9. The method of claim 1, further comprising determining that the second activity occurs at least a predetermined amount of time after the first activity.

10. The method of claim 1, determining that repeat responses are allowed.

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

receiving information about a first activity;

creating a first response object for recording the information about the first activity;

associating the first response with a first object;

receiving information about a second activity;

creating a second response object for recording the information about the second activity;

associating the second response with a second object;

associating the second object to the first object.

12. The method of claim 11, wherein the first object is a campaign.

13. The computer-readable medium of claim 11, wherein the second object is a cascade campaign.

14. The computer-readable medium of claim 11, wherein the first activity is a first customer response.

15. The computer-readable medium of claim 11, wherein second activity is a second customer response.

16. The computer-readable medium of claim 11, wherein the first activity is responsive to a customer action.

17. The computer-readable medium of claim 11, wherein the first activity is responsive to a sales activity.

18. The computer-readable medium of claim 11, wherein the first activity is generated automatically.

19. The computer-readable medium of claim 11, further comprising determining that the second activity occurs at least a predetermined amount of time after the first activity.

20. The computer-readable medium of claim 11, determining that repeat responses are allowed.

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 information about a first activity;

create a first response object for recording the information about the first activity;

associate the first response with a first object;

receive information about a second activity;

create a second response object for recording the information about the second activity;

associate the second response with a second object;

associate the second object to the first object.