Systems and methods of enriching CRM data with social data
First Claim
1. A method, including:
- receiving, for display, a set of prospect or contact objects including information identifying multiple individuals or references to the set of prospect or contact objects;
identifying a plurality of blank fields related to the multiple individuals identified by the received set of prospect or contact objects;
upon receiving a selection from a user indicating a request to perform a social synchronization action to fill in the plurality of blank fields with multiple social identification handles of the multiple individuals;
automatically spidering a plurality of social network platforms to obtain the multiple social identification handles of the multiple individuals identified by the received set of prospect or contact objects or the references to the set of prospect or contact objects, wherein the social network platforms are independently operated; and
updating the received set of prospect or contact objects to include the obtained multiple social identification handles of the multiple individuals; and
transmitting for display (i) data that includes at least some of the obtained multiple social identification handles or references to the obtained multiple social identification handles and (ii) an interface that shows that at least some of the blank fields of the received set of prospect or contact objects have been filled in.
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Accused Products
Abstract
The technology disclosed relates to incorporating social data in CRM systems by a single social syn action. In particular, it relates to appending social data to prospect or contact objects of CRM systems by finding multiple social handles for the prospect or contact objects. The multiple social handles identify social profiles of the corresponding prospects or contacts on various social network platforms.
The technology disclosed also relates to personalizing customer service experience of customers. In particular, it relates to identifying conversation preferences and interests of the customers based on information specified in their social profiles on different social network platforms. The conversation preferences and interests are used to customize interactions with the customer during the course of the customer service.
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Citations
16 Claims
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1. A method, including:
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receiving, for display, a set of prospect or contact objects including information identifying multiple individuals or references to the set of prospect or contact objects; identifying a plurality of blank fields related to the multiple individuals identified by the received set of prospect or contact objects; upon receiving a selection from a user indicating a request to perform a social synchronization action to fill in the plurality of blank fields with multiple social identification handles of the multiple individuals; automatically spidering a plurality of social network platforms to obtain the multiple social identification handles of the multiple individuals identified by the received set of prospect or contact objects or the references to the set of prospect or contact objects, wherein the social network platforms are independently operated; and updating the received set of prospect or contact objects to include the obtained multiple social identification handles of the multiple individuals; and transmitting for display (i) data that includes at least some of the obtained multiple social identification handles or references to the obtained multiple social identification handles and (ii) an interface that shows that at least some of the blank fields of the received set of prospect or contact objects have been filled in. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
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13. A system, including:
a processor and a computer readable storage medium storing computer instructions configured to cause the processor to; receive, for display, a set of prospect or contact objects including information identifying multiple individuals or references to the set of prospect or contact objects; identify a plurality of blank fields related to the multiple individuals identified by the received set of prospect or contact objects; upon receiving a selection from a user indicating a request to perform a social synchronization action to fill in the plurality of blank fields with multiple social identification handles of the multiple individuals; automatically spidering a plurality of social network platforms to obtain the multiple social identification handles of the multiple individual identified by the received set of prospect or contact objects or the references to the set of prospect or contact objects, wherein the social network platforms are independently operated; and update the received set of prospect or contact objects to include the social identification handles of the multiple individuals; and transmit for display (i) data that includes at least some of the obtained multiple social identification handles or references to the obtained multiple social identification handles and (ii) an interface that shows that at least some of the blank fields of the received set of prospect or contact objects have been filled in. - View Dependent Claims (14, 15)
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16. A non-transitory computer-readable storage medium impressed with computer program instructions, the instructions, when executed on a processor, implement a method, including:
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receiving, for display, a set of prospect or contact objects including information identifying multiple individuals or references to the set of prospect or contact objects; identifying a plurality of blank fields related to the multiple individuals identified by the received set of prospect or contact objects; upon receiving a selection from a user indicating a request to perform a social synchronization action to fill in the plurality of blank fields with multiple social identification handles of the multiple individuals; automatically spidering a plurality of social network platforms to obtain the multiple social identification handles of the multiple individuals identified by the received set of prospect or contact objects or the references to the set of prospect or contact objects, wherein the social network platforms are independently operated; and updating the received set of prospect or contact objects to include the obtained multiple social identification handles of the multiple individuals; and transmitting for display (i) data that includes at least some of the obtained multiple social identification handles or references to the obtained multiple social identification handles and (ii) an interface that shows that at least some of the blank fields of the received set of prospect or contact objects have been filled in.
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Specification