Systems and methods of enriching CRM data with social data

    公开(公告)号:US09898519B2

    公开(公告)日:2018-02-20

    申请号:US14028277

    申请日:2013-09-16

    CPC classification number: G06F17/30581 G06Q50/01

    Abstract: The technology disclosed relates to incorporating social data in CRM systems by a single social syn action. In particular, it relates to appending social data to prospect or contact objects of CRM systems by finding multiple social handles for the prospect or contact objects. The multiple social handles identify social profiles of the corresponding prospects or contacts on various social network platforms.The technology disclosed also relates to personalizing customer service experience of customers. In particular, it relates to identifying conversation preferences and interests of the customers based on information specified in their social profiles on different social network platforms. The conversation preferences and interests are used to customize interactions with the customer during the course of the customer service.

    EXTENSIBLE PERSON CONTAINER
    3.
    发明申请
    EXTENSIBLE PERSON CONTAINER 有权
    可扩展人员集装箱

    公开(公告)号:US20150039600A1

    公开(公告)日:2015-02-05

    申请号:US14335024

    申请日:2014-07-18

    CPC classification number: G06F17/30867 G06Q10/06 G06Q30/016 G06Q50/01

    Abstract: The technology disclosed relates to representing users in different contexts within customer relationship management (CRM) environments. In particular, it relates to creating a person object model for each user in the CRM environment by linking a plurality of user records in the CRM environment that is separately created by different organizations and departments. The person object model also incorporates online social identities of the users, according to one implementation. This inclusive linked model provides a comprehensive view of the users to handlers of the CRM environment, thus facilitating an enhanced overall CRM experience.

    Abstract translation: 所公开的技术涉及在客户关系管理(CRM)环境中的不同上下文中表示用户。 特别地,它涉及通过链接由不同组织和部门单独创建的CRM环境中的多个用户记录来为CRM环境中的每个用户创建个人对象模型。 根据一个实现,人物对象模型还包括用户的在线社交身份。 这种包容性关联模式提供了用户对CRM环境的处理程序的全面视图,从而有助于增强整体CRM体验。

    SYSTEMS AND METHODS OF ENRICHING CRM DATA WITH SOCIAL DATA
    5.
    发明申请
    SYSTEMS AND METHODS OF ENRICHING CRM DATA WITH SOCIAL DATA 有权
    使用社会数据增强CRM数据的系统和方法

    公开(公告)号:US20140081913A1

    公开(公告)日:2014-03-20

    申请号:US14028277

    申请日:2013-09-16

    CPC classification number: G06F17/30581 G06Q50/01

    Abstract: The technology disclosed relates to incorporating social data in CRM systems by a single social syn action. In particular, it relates to appending social data to prospect or contact objects of CRM systems by finding multiple social handles for the prospect or contact objects. The multiple social handles identify social profiles of the corresponding prospects or contacts on various social network platforms.The technology disclosed also relates to personalizing customer service experience of customers. In particular, it relates to identifying conversation preferences and interests of the customers based on information specified in their social profiles on different social network platforms. The conversation preferences and interests are used to customize interactions with the customer during the course of the customer service.

    Abstract translation: 所公开的技术涉及通过单一的社会同步动作将社交数据纳入CRM系统。 特别地,它涉及通过为潜在客户或联系人对象找到多个社交句柄来将社交数据附加到CRM系统的潜在客户或联系人对象。 多个社会手段确定了各种社交网络平台上相应的前景或联系人的社会概况。 所披露的技术还涉及个性化客户的客户服务体验。 特别地,它涉及基于在不同社交网络平台上的社交简档中指定的信息来识别客户的对话偏好和兴趣。 会话偏好和兴趣用于在客户服务过程中定制与客户的交互。

    SYSTEMS AND METHODS OF INITIATING CONTACT WITH A PROSPECT
    8.
    发明申请
    SYSTEMS AND METHODS OF INITIATING CONTACT WITH A PROSPECT 审中-公开
    与前瞻性联系的系统和方法

    公开(公告)号:US20140372168A1

    公开(公告)日:2014-12-18

    申请号:US14190030

    申请日:2014-02-25

    Inventor: Blake Markham

    CPC classification number: G06Q30/01

    Abstract: The technology disclosed relates to easily and efficiently initiating contact with a prospect. In particular, it relates to identifying colleagues of a sales representative that are connected to the prospect and further determining strength of relationships between the colleagues and the prospect. The strength of relationships is determined by logging levels of communication between the colleagues and the prospect on one or more communication media and calculating proximity metrics dependent on commentary provided by the colleagues about the prospect.

    Abstract translation: 所公开的技术涉及容易且有效地启动与潜在客户的接触。 具体而言,它涉及确定与潜在客户相关联的销售代表的同事,并进一步确定同事和潜在客户之间的关系强度。 关系的力量是通过记录同事和一个或多个通信媒体前景之间的通信记录水平来确定的,并根据同事提供的关于潜在客户的评论来计算邻近度量。

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