Enhancing communication sessions with customer relationship management information
US9307082B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Jun 25, 2013 |
| Grant date | Apr 5, 2016 |
| Priority date | — |
| Expiry date | Sep 21, 2033 |
Classification
- Technology area (CPC H)Electricity
- CPC primaryH04M2203/556
- WIPO fieldTelecommunications
- WIPO sectorElectrical engineering
Abstract
Communication sessions are enhanced with customer relationship management (CRM) information. A unified communication (UC) client application retrieves contextual information associated with a contact through a CRM extension from a CRM application. Opportunities associated with the contact are presented from the contextual information. Contacts associated with a selected opportunity are organized by stakeholder and team member categories and presented through the UC client application. Documents associated with the opportunity are also displayed by the UC client application. Any alterations to the contextual information through one of the presentation views including contact, opportunity, people, and documents are transmitted back to the CRM application through the CRM extension for storage.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.