Method and system for recording responses in a CRM system

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United States of America Patent

PATENT NO 10621206
APP PUB NO 20140108398A1
SERIAL NO

13866958

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Abstract

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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.

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Patent Owner(s)

Patent OwnerAddress
FULL CIRCLE INSIGHTS INC3 WATERS PARK DRIVE SUITE 120 SAN MATEO CA 94403

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Appleman, Daniel S San Jose, US 4 9
Bear, Roan Santa Cruz, US 4 9
Crater, Bonnie Portola Valley, US 4 9
Wildt, Andrea San Francisco, US 5 35

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