Systems and methods for facilitation communications among customer relationship management users

Inventors

Kraljevic, Tom • Rodriguez, III, Fernando • Vallabhaneni, Geetha

Assignees

Luminix Inc

Abstract

A method for synchronizing Customer Relationship Management data between a Software as a Service (“SaaS”) CRM provider and a mobile device. This method enables both read and write access from the mobile device whether a network connection to the SaaS provider is available or not. The method involves creating a local mobile device database to track portions or all of the SaaS provider database. In the case where a network separation occurs and the device and SaaS databases diverge, the synchronization method may be used to make the mobile device database and the SaaS database consistent and coherent again. In one embodiment, multiple local database tables are used to represent a single SaaS CRM table to facilitate synchronization, and a status indicator is used to visually and quickly convey status to the mobile user.

Core Innovation

The invention manages data in a customer relationship management system and a related client application by issuing a query from the client application to the customer relationship management system. The query requests data from a table in a server database, and the method updates the data to a table in a local database. After updating the local database table with locally obtained client application data, the locally obtained client application data in the local database table is sent to the customer relationship management system to update the server database table.

A key aspect is that the table in the local database comprises a database table with at least three representations. The first representation includes an orig table representing the database table as previously synced with the customer relationship management system, the second representation includes a main table representing the database table as updated with local information, and the third representation includes a sync table representing the database synced table as newly updated with server information.

The described system further supports synchronization when connection to the customer relationship management system is not available, using locally obtained client application data to update the local database table. Synchronization scope is constrained by querying temporal history that is less than total temporal history of the table stored in the server database, and the synchronization behavior can include sending a second query to request additional data from a server database table and updating that additional data in a local database table.

Claims Coverage

The independent claims are directed to client-server CRM data synchronization and data management using a local replicated database table with at least three representations, and include receipt/issuing of queries with sending locally obtained client application data back to update server tables. Across the independent claim set, the inventive features revolve around the three-representation local table structure plus the send/receive of locally obtained client application data to update the server database table.

Across the independent claims, the core claim coverage centers on synchronizing CRM data between a client application and a customer relationship management system using a local database table with at least three representations (orig, main, and sync). The claims also require a query/request for server database table data and the use of locally obtained client application data to update the server database table, with the same three-representation local table structure.

Stated Advantages

Documented Applications

No documented applications found