GEOGRAPHIC MOBILE CUSTOMER RELATIONS MANAGEMENT WITH BESPOKE GRAPHICAL SELECTION AND QUERY MODES

• US 20170330193A1
• Filed: 08/01/2017
• Published: 11/16/2017
• Est. Priority Date: 04/26/2013
• Status: Abandoned Application

• Current Assignee: Badger Mapping Solutions, LLC
• Original Assignee: Badger Mapping Solutions, LLC
• Inventors: Tolson, Aaron
• Application Number:
  US15/666,522
• Publication Number:
  US 20170330193A1
• Time in Patent Office: Days
• CPC Class Codes: C07C 45/45 by condensation
• CPC Class Codes: C07C 45/71 being hydroxy groups
• CPC Class Codes: C07C 49/04 Saturated compounds containing keto groups bound to acyclic carbon atoms
• CPC Class Codes: C10L 1/02 essentially based on components consisting of carbon, hydrogen, and oxygen only
• CPC Class Codes: C10L 2200/0469 Renewables or materials of biological origin
• CPC Class Codes: C10L 2290/26 Composting, fermenting or anaerobic digestion fuel components or materials from which fuels are prepared
• CPC Class Codes: C12P 2203/00 Fermentation products obtained from optionally pretreated or hydrolyzed cellulosic or lignocellulosic material as the carbon source
• CPC Class Codes: C12P 7/26 Ketones
• CPC Class Codes: G01C 21/3614 through interaction with a road map, e.g. selecting a POI icon on a road map
• CPC Class Codes: G01C 21/367 Details, e.g. road map scale, orientation, zooming, illumination, level of detail, scrolling of road map or positioning of current position marker
• CPC Class Codes: G06F 3/04847 Interaction techniques to control parameter settings, e.g. interaction with sliders or dials
• CPC Class Codes: G06Q 10/1095 Meeting or appointment
• CPC Class Codes: G06Q 30/01 Customer relationship services
• CPC Class Codes: G06Q 30/0205 Location or geographical consideration
• CPC Class Codes: H04L 67/01 Protocols
• CPC Class Codes: H04L 67/10 in which an application is distributed across nodes in the network software deployment G06F8/60; multiprogramming arrangements G06F9/46
• CPC Class Codes: H04W 4/02 Services making use of location information
• CPC Class Codes: H04W 4/029 Location-based management or tracking services
• CPC Class Codes: Y02E 50/10 Biofuels, e.g. bio-diesel
• CPC Class Codes: Y02P 20/582 Recycling of unreacted starting or intermediate materials

Abstract

A system for geographic mobile customer relations management, using a mobile customer relations management system manager connected to at least one mobile-capable network-connected computing device configured to graphically identify, manage and update customer relations management data in a geographic context and configured to organize customer relations management data based on at least one specific real-time queried variable using a selective graphical encapsulating function and/or graphical query mode to yield optimal routes to location-based customers, with an option to optimize schedules and appointments based on real-time customer relations management data available in a customer relations management system.

Claims

1. A system for mobile customer relations management of a customer relations management system or network, using a mobile customer relations management system manager, comprising:

at least one mobile-capable network-connected computing device, comprising a processor, a memory, and a plurality of programming instructions stored in the memory and operable on the processor;

wherein the plurality of programming instructions are configured to graphically identify, manage and update customer relations management data in a geographic context; and

wherein the plurality of programming instructions are configured organize customer relations management data based on at least one specific real-time variable associated with the customer relations management system.

2. The system of claim 1, with the mobile customer relations management system manager further comprising:

a customer relations management system connected to a database containing customer relations management information and data, stored and operating on a network-connected computing device;

a routing manager, stored and operating on a network-connected computing device, configured to manage routing by way of interaction with a mapping service, a location tracker and a routing generator;

an event manager with access to a calendaring server, stored and operating on a network-connected computing device, configured to manage events in calendars, associated with the customer relations management data;

a tile server stored and operating on a network-connected computing device, configured to provide data portions of customer relations management data to a graphical interface in conjunction with a display driver, and display images and options in highlighted colors, hues, transparencies, and other visually stimulating indicia to indicate at least an optimal routing option;

a display driver stored and operating on a network-connected computing device, configured to decide what to show based on a query made by the query manager, yielding a ‘

result set’

, and to decide what imagery and data to send to the tile server, what icon to display for a target, what color to display, what a mapped illustration may look like, with what size of lettering and font, based on a plurality of options/categories available through a graphical interface;

a query manager stored and operating on a network-connected computing device, configured to select, query and return a data set based on a text-based or graphical query against data in the customer relations management system;

a graphical interface stored and operating on a network-connected computing device, configured to interact with the mobile customer relations management system manager and a mobile network-connected device; and

an object-relational mapping system, stored and operating on a network-connected computing device, with access to an object-relational mapping database;

wherein the query manager identifies data targets from customer relations management information provided by a customer relationship management service via a network to derive a subset of customer relationship management information relevant to a business user at a specific location;

wherein the object relational mapping server associates location information received from a mobile device of a business user with customer relations management information provided by a customer relationship management service via a network to derive a subset of customer relationship management information relevant to a business user at a specific location;

wherein the tile server transmits the derived subset of customer relationship management information for display as a map overlay on the mobile-capable network-connected computing device;

wherein the routing manager incorporates routing results from the routing generator and location results from the location tracker to determine optimal routes for accessing a business user'"'"'s location;

wherein the event manager associates schedules and appointment timings from a calendaring server connected to a mobile-capable network-connected computing device of a business user with customer relations management information provided by a customer relationship management service via a network to derive a subset of customer relationship management information relevant to the business user at a specific location; and

wherein customer relations management data is a derived subset of customer relationship management information comprising at least a plurality of identities of existing customers located near a business user.

2-1. The system of claim 2, wherein the customer relations management information comprises at least geographical data.

3. The system of claim 2, wherein the mobile customer relations management system manager accesses at least one calendar from a third party calendaring service.

4. The system of claim 2, wherein the mobile customer relations management system manager accesses a customer relations management system from a third party customer relations management service.

5. The system of claim 2, wherein the mobile customer relations management system manager accesses a geographical map from a third party mapping service.

6. The system of claim 2, further comprising an application server stored and operating on a network-connected computing device, wherein the application server operates a software module for enabling a human user to interact with the customer relations management data.

7. The system of claim 6, further comprising a web server stored and operating on a network-connected computing device, wherein the web server facilitates network-based interaction with the software module.

8. The system of claim 7, wherein the mobile customer relations management system manager accesses at least one calendar from a third party calendaring service.

9. The system of claim 7, wherein the mobile customer relations management system manager accesses a customer relations management system from a third party customer relations management service.

10. The system of claim 7, wherein the mobile customer relations management system manager accesses a geographical map from a third party mapping service.

11. The system of claim 1, wherein the customer relations management information comprises at least geographical data.

12. A method to graphically identify, manage and update customer relations management data within a geographic context, and organize it based on at least one specific queried variable, using a query-lasso function, activated by a mobile customer relations management system manager working in real-time, comprising the steps of:

(a) accessing location-based customer relations management data within a customer relations management system, using a mobile customer relations management system manager;

(b) initiating an initial query against the customer relations management data using a query manager;

(c) processing and sorting, with the query manager, and further distributing queried results as data targets to applicable components within the mobile customer relations management system manager;

(d) locating the customer relations management data targets on an electronic map;

(e) displaying results graphically on the electronic map in a display window, affording a plurality of optional visual indicia which may be used to highlight any queried features;

(f) optionally modifying the initial query against the customer relations management data using a query manager and repeating steps (c), (d), and (e);

(g) drawing, with a graphical interface, a ‘

lasso’

, comprised of a series of lines, either straight or curved, to encapsulate and surround at least one desired customer relations management data target;

(h) determining, with a routing manager, which data targets are within the encapsulated envelope surrounded by the lasso, and which data targets are not within the lasso;

(i) engaging and interacting with the customer relations management system, the mapping service, and/or the calendaring service, either simultaneously, individually or collectively, to apply queried customer relations management data results to location and schedule;

(j) modifying the display window to graphically depict the encapsulated data targets surrounded by the ‘

lasso’

;

(k) calculating and generating at least one optimal route or optimal schedule of appointments occurring at a plurality of locations;

(l) tracking, with a location tracker, locations of all data targets and mobile devices accessing the mobile customer relations management system manager;

(m) updating optimal routes in real-time, using the routing manager of the mobile customer relations management system manager; and

(n) graphically illustrating the optimal route by displaying the location of the mobile customer relations management system manager centered on a graphical image of the electronic map whereby the map moves and tracks movement as the location of the mobile customer relations management system manager changes;

or

(o) graphically illustrating the optimal route by displaying the location of the mobile customer relations management system manager moving about on a graphical image of the electronic map whereby the location of the mobile customer relations management system manager moves about on a static view of the electronic map.

13. A method to graphically identify, manage and update customer relations management data within a geographic context, and organize it based on at least one specific queried variable, using a lasso-query function, activated by a mobile customer relations management system manager working in real-time, comprising the steps of:

(a) accessing location-based customer relations management data within a customer relations management system, using a mobile customer relations management system manager;

(b) locating the customer relations management data targets on an electronic map;

(c) displaying results graphically on the electronic map in a display window, affording a plurality of optional visual indicia which may be used to highlight any queried features;

(d) drawing, with a graphical interface, a ‘

lasso’

, comprised of a series of lines, either straight or curved, to encapsulate and surround at least one desired customer relations management data target;

(e) initiating a query against the customer relations management data using a query manager;

(f) processing and sorting, with the query manager, and further distributing queried results as data targets to applicable components within the mobile customer relations management system manager;

(g) determining, with a routing manager, which data targets are within the encapsulated envelope surrounded by the lasso, and which data targets are not within the lasso;

(h) optionally modifying the query against the customer relations management data using a query manager and repeating steps (f) and (g);

(i) engaging and interacting with the customer relations management system, the mapping service, and/or the calendaring service, either simultaneously, individually or collectively, to apply queried customer relations management data results to location and schedule;

(j) modifying the display window to graphically depict the encapsulated data targets surrounded by the ‘

lasso’

;

(k) calculating and generating at least one optimal route or optimal schedule of appointments occurring at a plurality of locations;

(l) tracking, with a location tracker, locations of all data targets and mobile devices accessing the mobile customer relations management system manager;

(m) updating optimal routes in real-time, using the routing manager of the mobile customer relations management system manager; and

(n) graphically illustrating the optimal route by displaying the location of the mobile customer relations management system manager centered on a graphical image of the electronic map whereby the map moves and tracks movement as the location of the mobile customer relations management system manager changes;

or

(o) graphically illustrating the optimal route by displaying the location of the mobile customer relations management system manager moving about on a graphical image of the electronic map whereby the location of the mobile customer relations management system manager moves about on a static view of the electronic map.