Patent · US Active

Method of enhancing customer relationship management content and workflow

US10867003B2 · kind B2 · utility

11Cited by

0References

20Claims

0Family size

Assignee

HUBSPOT, INC. · US

Inventors

Christopher O'Donnell · Masontown, US
Andy Pitre · Boston, US
Matt Schnitt · Boston, US
Emit Sit · Cambridge, US
Tim Hennekey · Fairport, US
Matt Ball · Toronto, CA
Greg Brown · Lummi Island, US
Ze'ev Kaplow · Boston, US
Zoe Sobin · Somerville, US
Jared Williams · Somerville, US
Marc Neuwirth · Somerville, US
Ricardo Villamil · Everett, US

Key dates

Filing date	Sep 15, 2015
Grant date	Dec 15, 2020
Priority date	—
Expiry date	Apr 29, 2036

Classification

Technology area (CPC H)Electricity
CPC primaryH04L67/564
WIPO fieldComputer technology
WIPO sectorElectrical engineering

Abstract

Forward-looking sales activities are poorly served by existing Customer Relationship Managements systems, as the customer information those systems maintain by definition does not include the speculatively interested “leads” pursued in initial sales contacts. An Enrichment database, asynchronously loaded with corporate and optionally individual contact information in anticipation of use, provides real-time access to information in support of such first customer contacts. The Enrichment information may also be used to expedite creation and revision of CRM records.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.