Patent · US Active

Method of enhancing customer relationship management content and workflow

US12271436B2 · kind B2 · utility

0Cited by
23References
20Claims
0Family size

Assignee

Inventors

Key dates

Filing dateFeb 27, 2023
Grant dateApr 8, 2025
Priority date
Expiry dateFeb 27, 2043

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.